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

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer Asset Management (OAM) offers high net worth and institutional investors the opportunity to participate in a wide range of traditional and non-traditional investment strategies. The Account Services Group is responsible for servicing all programs offered by OAM. We are looking for a highly motivated self-starter who is interested in a career in Asset Management Administration. Candidate must possess the ability to multi-task and manage multiple domestic and international client relationships in addition to the following: Candidate Requirements: • Proficiency in Microsoft Excel with knowledge of lookups and intermediate functions., • Highly effective communication skills, verbal and written, with ability to work in a team environment., • Above average organization, prioritization and problem solving skill set while performing numerous miscellaneous account administrative duties., • Ensuring that prospective investors meet suitability requirements and standards to invest in a structured program while complying with anti-money laundering guidelines., • Processing investor advisory agreements, and translating the information in client data bases., • Interacting with financial advisors, sales assistants, custodians and third-party service providers., • Coordinating with third party managers reviewing account opening documents and client restrictions to ensure client funds are invested in a timely manner while adhering to the client signed agreement., • Sending regulatory and firm required client correspondence to clients where needed., • Producing / reviewing ad hoc reports for senior management., • Providing a high quality of service to financial advisers and their clients who are predominately high net worth and institutional investors., • Contributing to internal project initiatives and helping to coordinate the launch of new product offerings and communication with third party vendors and managers. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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

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

Job DescriptionCoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at You'll Do: We're seeking an experienced Technical Program Manager (TPM) to drive SOX (Sarbanes–Oxley) compliance initiatives across our engineering and infrastructure ecosystem. This role sits at the intersection of finance, security, and engineering, ensuring that our systems and processes meet the highest standards of internal controls, audit readiness, and regulatory compliance. You'll partner closely with Finance, Security, Infrastructure, and external financial partners to define, implement, and manage scalable, automated compliance processes that enable business velocity without sacrificing control rigor. This role is ideal for someone who has worked in FinTech, payments infrastructure, or financial services and understands how to translate regulatory frameworks into operational excellence within technical organizations. About the role: The Technical Program Manager will • Lead the SOX Compliance Program across engineering and infrastructure functions, owning the planning, execution, and continuous improvement of key controls., • Partner with Finance, Security, and Engineering teams to ensure design and operation of effective ITGCs, access management, change management, and data integrity processes., • Define and manage program roadmaps, ensuring timely delivery of audit readiness milestones., • Collaborate with external auditors and internal stakeholders to coordinate testing, evidence collection, and remediation of findings., • Identify opportunities for automation and tooling to reduce manual effort and risk in compliance processes., • Drive the integration of SOX controls into SDLC, infrastructure provisioning, and CI/CD pipelines., • Communicate program status, risks, and dependencies to executive stakeholders with clarity and accountability., • Build and maintain relationships with financial infrastructure partners, ensuring compliance alignment across vendor systems and integrations.Who You Are:, • 6+ years of experience in Technical Program Management, Compliance Engineering, or Risk Management, ideally in FinTech, cloud infrastructure, or enterprise SaaS., • Deep understanding of SOX 404, ITGC frameworks, and control testing methodologies., • Experience managing cross-functional programs that touch Finance, Security, and Engineering domains., • Proven track record of working with auditors, implementing controls, and leading successful SOX readiness or compliance assessments., • Technical fluency in areas such as identity/access management (IAM), infrastructure-as-code, change management pipelines, and data access governance., • Excellent written and verbal communication skills, with the ability to translate complex regulatory concepts into clear engineering actions., • (Preferred) Experience with SOC 2, ISO 27001, PCI DSS, or other compliance frameworks., • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences The base salary range for this role is $143,000 to $210,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

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

Job Description About Us: At Zealthy, our mission is to make high-quality healthcare accessible to everyone, no matter their location. We are building the world’s largest and most trusted virtual healthcare platform, transforming how care is delivered to ensure anyone, anywhere, can receive the healthcare they need. Founded by a healthcare entrepreneur with a proven track record, including scaling a previous company to a $5B valuation, Zealthy is positioned for sustainable growth as we rapidly scale to achieve our ambitious vision. Our unwavering commitment to quality and accessibility drives everything we do. We are a team dedicated to serving our patients. While our in-person work culture runs Monday to Friday and typically extends beyond typical work hours, the true reward lies in the impact we create. Every team member is essential in building something groundbreaking. As a full-time team member, you won’t just shape the future of healthcare—you’ll also share in our success through equity ownership, because we believe that every contributor should be a literal and figurative owner of what we’re creating. If you are not prepared to fully commit to your role and contribute to the goal of creating the world’s largest and highest quality telemedicine company by working in-person four days a week, please refrain from applying. Join us and help redefine the future of healthcare. The Role: We are actively looking for a full-time Finance Manager. Please note that this is a full-time, in-person role based in New York, NY. If you are interested in remote or hybrid opportunities, this position may not be suitable for you. What You'll Do: • Develop and maintain financial models to forecast company performance, revenue, expenses, and cash flow., • Conduct variance analysis to track actual financial performance against budgets and forecasts., • Provide insights and recommendations to senior management based on financial analysis to drive strategic initiatives.Monitor budget utilization and provide guidance to ensure adherence to budgetary constraints., • Update forecasts regularly based on actual performance and changes in business conditions., • Manage cash flow by monitoring cash balances, forecasting cash needs, and optimizing liquidity., • Oversee banking relationships and transactions, including payments, wire transfers, and deposits., • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred., • Proven experience (4+ years) in financial management, preferably in the healthcare or technology industry., • For those with less than 4 years of experience, this would likely be at the Associate level., • Strong understanding of financial principles, practices, and regulations., • Proficiency in financial modeling, analysis, and reporting., • Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments., • Detail-oriented with strong analytical and problem-solving skills., • Advanced proficiency in Microsoft Excel and financial software applications., • Time Off: Paid vacation and sick leave, increasing with tenure. Flexible time off handled case-by-case., • Holidays: Paid for major US holidays., • Equity & Reviews: Equity ownership with regular performance reviews that can impact salary and/or equity., • Health: Medical coverage provided. Other benefits to be revisited with plan renewal.

Job DescriptionLead financial operations and strategic FP&A at a fast-growing, New York-based healthcare SaaS PE platform backed by Amulet Capital Partners.Why We Like This • Strategic Impact: Lead finance ops and FP&A in a dynamic PE environment - reporting directly to the CEO., • Cross-Functional Exposure: Own all things finance and play a key role in executing add-on strategy for the "TikTok of Healthcare.", • Growth Opportunity: Step into a VP role at a disruptive healthcare SaaS platform with a ~3 year CFO track.Requirements, • Transaction or Deal Experience: Proven track record in sell-side investment banking, private equity deal teams, or strategic finance roles, with hands-on exposure to M&A, valuations, due diligence, and deal structuring—critical for navigating complex transactions., • Strong Financial Acumen: Deep expertise in P&L management, cash flow oversight, and operational metrics, coupled with the ability to build sophisticated financial models and translate data into actionable business insights that drive value., • PE Fluency & Mindset: Comfortable operating within private equity frameworks, including PE reporting, capital structures, portfolio company KPIs, and value creation levers—able to effectively partner with sponsors and speak their language., • Desire to Transition into Operational Finance: Motivated to move from deal-centric roles in IB or PE into a hands-on operational finance leadership position within a growth-oriented company, ready to own and scale finance functions.Responsibilities, • Lead FP&A and Finance Operations: Drive budgeting, forecasting, long-range planning, KPI reporting, and budget vs actual analysis to support strategic decision-making and optimize financial performance., • Manage P&L and Cash Planning: Own the P&L with a focus on cash flow management and capital allocation to ensure financial health and scalability., • Optimize Finance Processes, Systems & Controls: Enhance financial operations, workflows, and data integrity; implement or upgrade ERP/tools; and build scalable processes to support rapid growth., • Support M&A and Integration Activities: Collaborate with the PE team on add-on sourcing, financial modeling, due diligence, and post-close integration to ensure smooth consolidation and value capture.

Job Description Hi, we're Oscar. We're hiring a Director, Corporate Strategy to join our Corporate Strategy. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: As a Director, Corporate Strategy you will play a critical role in shaping the company's corporate strategy, helping to determine the course the company will take to maximize enterprise value and growth. You will leverage their expertise in strategic finance and business development to evaluate and complete key initiatives, including M&A, partnerships, and other cross-functional strategic projects. This position is perfect for a strategic leader who excels at building robust business cases and translating complex analyses into actionable financial strategies. You will report into a Senior Director, Corporate Strategy. Work Location: This position is based in our New York City office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $192,000 - $252,000 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, company equity grants and annual performance bonuses. Responsibilities: • Execute strategic initiatives including M&A, partnerships, and new business initiatives, from initial evaluation to successful integration., • Conduct in-depth financial analysis and modeling, including scenario analysis, economic modeling, and financial projections to inform capital allocation and decision-making., • Create and present compelling strategic recommendations to the executive team, detailing the financial and operational rationale behind major corporate initiatives., • Partner with cross-functional teams (Finance, Legal, Operations) to structure and negotiate deals, ensuring financial and strategic alignment., • Monitor market trends, competitive trends, and the healthcare innovation landscape to identify new growth opportunities., • Define and track key performance indicators to measure the success of strategic initiatives post-execution., • Serve as a key point of contact for external partners and advisors., • Compliance with all applicable laws and regulations., • Bachelor's degree in Finance, Economics, or a related field or 4+ years of commensurate experience., • 8+ years of experience in a corporate strategy, strategic finance, banking, or related role within the healthcare industry., • Demonstrated experience in developing complex business cases and financial models to support major corporate decisions., • MBA or Master's degree from a top-tier program., • Proven track record of successfully contributing to and executing significant strategic transactions and growth initiatives. This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job DescriptionManage the team responsible for delivery of core algorithms for a technology-enabled investment platform of an innovative wealth manager Responsibilities: • Manage day to day efforts in delivering investment algorithms and research generated data., • Recruit and mentor Quantitative Development team members., • Work closely with various stakeholders and technology resources., • Lead agile development practices and maintain Jira backlog., • Provide hands-on end-to-end development, testing, and maintenance of quantitative code base., • Perform code reviews to ensure quality meets highest level of standards., • Develop software using high quality standards and best practices, ensure thorough end-to-end unit testing, and provide support during testing and post go-live., • Collaborate with product management and technology teams to ensure appropriate requirements, standards, and integration., • Participate in building and/or defining Research Data & Quant Compute platforms., • Investigate datasets for use in new or existing algorithms. Requirements: • Knowledge of wealth management products, tools, and strategies including ETFs, Mutual Funds, Investment Funds, REITs, • Current/Recent experience leading a quantitative development team, • Proficiency in computer science, computational mathematics, or financial engineering gained by advanced (MSc or above) academic and/or equivalent work experience, • Excellent mathematical foundation and hands-on experience working in the finance industry., • Strong communication (written and oral) and analytical problem-solving skills., • Strong sense of attention to detail, pride in delivering high quality work and willingness to learn., • Proficient in Python, Git, Jira, and SQL and database development (PostgreSQL is a plus)., • Knowledge of databases and quantitative, statistical, and ML/AI techniques and their implementation using Python modules such as Pandas, NumPy, SciPy, SciKit-Learn, Git, Jira, and SQL, • Experience delivering products using commercial optimizers (Gurobi, CPLEX) is a plus. 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 DescriptionDescription: About Us Founded in 2007, Biz2Credit is rated as the Number 1 small business financing resource in the U.S. by Entrepreneur Magazine. Till date, we've facilitated more than $8 billion in small business funding. Biz2Credit, an all-in-one financing solution for entrepreneurs to get small business funding with fast approval process. Explore the best small business financing options with us! Biz2X is the technology platform that has helped Biz2Credit become the premier alternative funder for small businesses. Now, traditional banks are leveraging our expertise and experience to automate small business lending. Biz2X allows banks to implement AI-powered digital banking. This allows bank’s clients to have a fully omnichannel experience with data and workflows that adapt seamlessly to the bank’s core banking systems. Biz2X platform’s world-class risk solutions are based on AI algorithms that enables auto decision-making and quick processing. Biz2X is “One Platform That Does It All” - automates lending, optimizes risk management, and improves operational efficiency. About the role As a Senior SMB Finance Underwriter at Biz2Credit, you will play a vital role in evaluating loan applications and assisting with the underwriting process. We are currently seeking an experienced SMB Finance Underwriter to join our team at the New York Office. In this role, you will be responsible for performing comprehensive financial analysis on small businesses, including trend and ratio analysis. Your expertise will be crucial in interpreting financial information to assess credit quality and cash flow, enabling us to make informed lending decisions. Responsibilities • Review loan applications and supporting documentation to determine eligibility and creditworthiness of borrowers., • Analyze financial statements, credit reports, tax returns, and other relevant data to assess risk and make informed lending decisions., • Conduct comprehensive due diligence and verify accuracy of information provided by applicants., • Responsible for full cycle underwriting of assigned small business financing., • Collaborate with the Underwriting team to identify potential red flags and mitigate risk., • Stay updated with industry trends, regulations, and underwriting guidelines to ensure compliance., • Communicate effectively with internal stakeholders, including Relationship Managers, to gather necessary information and clarify requirements., • Maintain accurate and detailed documentation of underwriting decisions and findings.Requirements:, • Bachelor's degree preferred but not mandatory in finance, accounting, or a related field, • 5 or more years of experience in Small Business Finance Underwriting., • Previous experience in underwriting, credit analysis, or a similar role is preferred, • Strong analytical skills with the ability to interpret complex financial data and make informed decisions., • Familiarity with financial statements, tax returns, and credit reports., • Knowledge of underwriting principles, lending regulations, and risk assessment methodologies., • Excellent attention to detail and the ability to work in a fast-paced environment., • Strong organizational and time management skills, with the ability to prioritize tasks effectively., • Excellent written and verbal communication skills., • Opportunity to work in a fast-growing and innovative fintech company., • Exposure to a diverse range of clients and industries., • Collaborative and inclusive work environment., • Competitive salary and benefits package., • Continuous learning and professional development opportunities., • Opportunity for growth and advancement within the company. If you are a self-motivated individual with a passion for finance and a keen eye for detail, we would love to hear from you. Apply now and join our team as a Senior Underwriter at Biz2Credit! Benefits & Perks Generous medical, dental, and vision insurance. 401K match, stock options, commuter benefits, and employee incentive plan. Catered lunch and team events. In the News Named to Deloitte Technology Fast 500 Inc 5000 - Fastest-Growing Private Companies in America America's fastest growing private companies in 2024 CNBC - World's Top Fintech 2024 Salary Range $85k-$110k

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

Job Description Director- M&A/Exit Strategies RESPONSIBILITIES: • Lead the development of client M&A strategies, including identifying potential acquisition targets, strategic partnerships, and divestiture opportunities., • Work with client executive teams and stakeholders to assess and align on strategic objectives., • Conduct industry research, market analysis, and competitor benchmarking to inform strategic recommendations., • Identify and pursue new acquisition opportunities for clients., • Conduct due diligence, financial modeling, and valuation analysis to assess the viability and potential ROI of deals. QUALIFICATIONS: • Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field., • CPA required., • 12 + years of experience in mergers & acquisitions, investment banking, private equity, or corporate development at a public accounting firm., • Strong understanding of financial modeling, valuation methods, and due diligence processes., • Proven track record of successfully leading and executing complex M&A transactions and exit strategies., • Exceptional negotiation, communication, and presentation skills., • Ability to manage multiple priorities and meet tight deadlines., • Strong leadership capabilities with the ability to influence and inspire teams. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job DescriptionAbout Vessel Vessel is building the future of housing. We combine breakthrough design, advanced manufacturing, and first-principles thinking to tackle one of the world’s most pressing challenges: creating sustainable, attainable housing for all. This isn’t just construction—it’s a complete reimagining of how people live. Backed by Mosaic Ventures and Lennar, the nation’s largest homebuilder, Vessel is rapidly scaling to meet growing demand. We care deeply about every detail—from beauty and durability to efficiency and accessibility—because we believe everyone deserves a thoughtfully made home. What You’ll Do You’ll work directly with senior leadership across Vessel’s development pipeline, supporting projects from site evaluation through design, approvals, and delivery. This is a hands-on, execution-oriented role with exposure to every part of the development process. -Advance development projects from site selection through design, permitting, and delivery, supporting wherever needed to move work forward-Evaluate potential development sites through market research, zoning and regulatory analysis, and development feasibility-Build, maintain, and adapt development underwriting models to support project decisions-Work across internal teams (design, engineering, construction) and external consultants to drive alignment and forward momentum-Prepare investment memos, presentations, and internal materials for senior leadership and capital partners-Manage multiple workstreams simultaneously while continuously improving internal processes, models, and tools to increase efficiency and execution quality Who You Are You are a highly analytical, execution-oriented self-starter who thrives in ambiguity and takes ownership of complex problems. You are excited by Vessel’s product and want to build a career in innovative, hands-on real estate development. -1–4 years of experience in real estate development, real estate private equity, investment banking, or real estate finance-Strong quantitative and analytical skills, with advanced proficiency in Excel and the ability to build and maintain rigorous financial models-Excellent ability to produce high-quality internal and external materials (memos, decks, exhibits)-Comfortable managing multiple priorities across acquisitions, development, and execution simultaneously-Highly organized, detail-oriented, and accountable—nothing slips through the cracks-Strong written and verbal communicator who can clearly identify risk and explain complex issues-Naturally curious, resourceful, and willing to figure things out without heavy direction-Willingness to work in-person in New York City in a fast-paced, highly collaborative environment

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

Job DescriptionDescription: Customer Relationship driven Commercial Bank in Midtown Manhattan hiring Senior Credit Underwriter MUST BE ABLE TO WORK 4 days ONSITE $145,000-$165,000 NO VISA NO SPONSORSHIP Duties and Responsibilities: • For the most complex transactions, undertaking comprehensive financial and credit risk analysis in support of loan requests; including but not limited to financials, projections, industry/market, structure, management and environmental., • Must have experience with transitional loans or loans that have no cashflow and bringing those properties to cashflow, • Demonstrating deep understanding of credit risks and mitigants, presenting clearly and concisely in risk focused credit proposals for submission to the appropriate approval authority., • Work collaboratively with Lending Officers throughout the transaction process, ensuring all Borrower information including financials are complete, accurate, received in a timely manner and analyzed fully. Attend client meetings and/or site visits as appropriate., • Strong understanding of compliance, regulations and the Bank’s commercial lending policies, clearly outlining any exceptions to policy and supporting rationale in the credit proposal., • Ensure all credit-related questions from the approval authority are addressed efficiently and effectively., • Contribute effectively at Credit Committee and other Committee meetings as appropriate., • Provide guidance and oversight for more junior credit underwriters., • Assisting in the completion of various monthly, quarterly or ad hoc reports as necessary., • Assisting in gathering information required by Bank examiners and internal audit., • Performs additional duties and responsibilities as assigned by managementRequirements: Preferred experience, education, and qualifications: • Bachelor’s degree in Business, Accounting or Finance; or equivalent experience, • Minimum 7 years in credit related field, preferably in a banking environment with C&I / Healthcare experience, • Strong analytical / financial modeling skills, • Excellent written and verbal communication skills, • Strong interpersonal skills; work collaboratively and with integrity with key internal and external stakeholders., • Strong team player with desire to develop and coach less experienced members of the team, • Working knowledge of all MS Office Suite products, • Experience with transitional or "bridge" loans, • Experience with loans that have no cash flow/Experience bringing those properties to cash flow

Job DescriptionAs the Director of Strategic Finance at Talkiatry, you will be at the forefront of driving our financial strategy and ensuring Talkiatry’s continued growth and success. This role demands a high-energy, high-integrity leader who can partner across the organization to lead strategic decision-making and support Talkiatry’s rapid growth. This high-impact, highly visible role will be lead the Strategic Finance pillar within the broader finance Team. This role will report directly to the CFO and will play a vital role in shaping our long-term business strategy and execution. About Talkiatry:Talkiatry transforms psychiatry with accessible, human, and responsible care. We’re a national mental health practice co-founded by a patient and a triple-board-certified psychiatrist to solve the problems both groups face in accessing and providing the highest quality treatment. 60% of adults in the U.S. with a diagnosable mental illness go untreated every year because care is inaccessible, while 45% of clinicians are out of network with insurers because reimbursement rates are low, and paperwork is unduly burdensome. With innovative technology and a human-centered philosophy, we provide patients with the care they need—and allow psychiatrists to focus on why they got into medicine.You will: • Support decision making for senior leadership teams by synthesizing complex models and highlighting key drivers and assumptions., • Evolve and own the company’s financial models, including P&L forecasts, unit economics, contribution margin, and scenario analysis., • Establish and manage financial and operational KPIs and an effective oversight process to enable rapid business decision-making while mitigating risk. · Partner with the CFO and CEO on board materials, performance reporting, and operational storytelling., • Manage a best-in-class strategic finance team to drive collaboration, strategy, and operational rigor throughout the organization.You have:, • Technical Knowledge and Skills: You possess exceptional analytical skills, including advanced Excel proficiency & SQL proficiency, with a proven ability to digest large amounts of data and focus on the most important details., • Technical Knowledge and Skills: You have a strong analytical mindset with expert financial modeling abilities and can effectively translate data into actionable insights, strategies, and financial plans., • Work Standards: You value precision and accuracy in your work and can rapidly dissect complex quantitative problems., • Building Trust: You have a proven ability to build strong cross-functional relationships and interact with others in a way that instills confidence in your intentions and those of the organization., • High Energy: You demonstrate a high-energy, high-integrity leadership style and excel at prioritizing both long-term strategic projects and ad hoc urgent requests in a fast-paced startup environment., • Professionalism: You maintain a high level of integrity and can handle highly sensitive and confidential communication with discretion.Your Qualification:, • 7+ years of experience with a mix of investment banking/private equity, public/large tech company, and startup experience, • Ability to be a "player-coach" - hands-on, proactive, and able to roll up sleeves to get work doneWhy Talkiatry:, • Top-notch team: we're a diverse, experienced group motivated to make a difference in mental health care, • Collaborative environment: be part of building something from the ground up at a fast-paced startup, • Excellent benefits: medical, dental, vision, effective day 1 of employment, 401K with match, generous PTO plus paid holidays, paid parental leave, and more!, • Grow your career with us: hone your skills and build new ones with our Learning team as Talkiatry expands

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

Job DescriptionSalary: The Firm Founded in 1988, Prospect Capital is an alternative asset management firm with $11.9B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward. With offices in New York City, Connecticut, and Florida, the firm is comprised of 100+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement. Role and Responsibilities: Prospect is seeking a highly motivated Investment Professional to join its Lower Middle Market Equity (LMME) initiative with a primary focus on deal origination and sourcing. This individual will be responsible for identifying, developing, and maintaining relationships that drive proprietary and intermediated investment opportunities across the lower middle market. The role emphasizes front-end sourcing, relationship management, and strategic market coverage ideal for a professional who combines strong interpersonal and networking skills with an understanding of private credit and lower middle market dynamics. Key responsibilities include: • Source, evaluate, and qualify new investment opportunities in the lower middle market (typically $315 million EBITDA), • Develop and maintain relationships with investment banks, business brokers, private equity sponsors, advisors, and company owners., • Represent Prospect Capital at industry events, conferences, and networking functions to enhance market visibility and deal flow., • Collaborate closely with internal investment and underwriting teams to transition qualified opportunities through the investment process., • Track and manage origination activity, maintaining a disciplined and organized pipeline., • Contribute to the strategic development of Prospects LMME origination platform and market coverage approach. Desired Skills and Experience • Demonstrated success in originating and developing new deal flow in private credit, leveraged finance, private equity, or related fields., • Deep relationships and established network across the lower middle market ecosystem., • Solid understanding of credit fundamentals and investment evaluation., • Excellent verbal and written communication skills with a professional presence., • Ownership mentality, entrepreneurial drive, and a self-starter mindset., • Highly organized and able to manage multiple opportunities simultaneously., • Prior experience in private credit, investment banking, private equity, or another analytical, transaction-oriented role preferred., • Strong academic track record. The anticipated annual base salary range for this position is $100,000 - $300,000 plus annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance. In addition to the base salary, the hired professional is eligible for comprehensive benefits, including 100% employer-paid premiums for medical, dental, vision insurance, life insurance, and AD&D. You'll also have access to pretax benefit accounts, including FSA, HSA, and Commuter accounts. Our perks go beyond the basics with a mentorship program, daily in-office paid breakfast and lunch, company-sponsored ski and sailing trips, and regular happy hours. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Job Description Leadership position supporting the CCAR design and testing for an innovative global bank Responsibilities: • Oversight of the planning, performance, and independent validation to safeguard external reporting integrity, including CCAR and liquidity control environment., • Managing the team that executes adherence, control, and substantive testing procedures through periodic reviews of regulatory filings and controls., • Leading regulatory reporting validation testing including regulatory reporting quality assurance, capital planning (CCAR), and liquidity control validation., • Providing guidance for the purpose of ensuring feedback that enhances the accuracy of reports submitted to regulators., • Partnering with key stakeholders in regulatory reporting to identify areas of regulatory reporting improvements, including identifying process enhancements and issues that require remediation., • Working closely with the Head of Financial Risk and Controls to oversee and coordinate the regulatory reporting validation program in order to meet and exceed deadlines, track and document overages, identify and implement process improvements, and prepare status reporting. Requirements: • Proven experience growing and developing teams responsible for performing audit, quality assurance and/or regulatory reporting compliance work, which conforms to professional standards and/or regulatory requirements., • Embody an audit-style approach that meets or exceeds program standards, primarily through oversight, training and mentoring team members across multiple locations., • Experience standing up and running capital planning and regulatory reporting functions within financial services., • Potential experience might come from a combination of public accounting (Big 4 or large regional accounting firm), internal audit, and/or quality assurance execution, although other relevant experience related to CCAR will be considered., • Critical thinking and analytical abilities, including problem solving and time management skills., • Ability to work in partnership with others to persuasively promote effective controls around regulatory reporting., • A Bachelors (or Masters) Degree in Accounting (preferred), Finance, or related field., • Strong / broad understanding of banking regulations including and other regulatory reporting requirements 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 At Playlist, life's richest moments happen when people step away from screens to move, connect, explore, and play. We're building the definitive platform for intentional living, connecting people with inspiring experiences in fitness, wellness, and beyond. With popular brands like Mindbody and ClassPass, Playlist empowers businesses and individuals, making it effortless for aspirations to become actions. Join us in reshaping technology's role to foster meaningful, real-world connections. Mindbody equips wellness entrepreneurs with technology to support thriving businesses and create exceptional experiences. Innovation and curiosity drive our culture, connecting businesses and individuals through cutting-edge solutions. Join us if you're passionate about enhancing wellness through technology. The Role You'll Play: As Manager of FP&A at Mindbody, you won't just crunch numbers—you'll shape the decisions that drive our business forward. Leading a high-performing team of analysts, you'll work cross-functionally to inform strategy, optimize performance, and build the models that power our growth. This role is part finance expert, part business partner, and part strategist. You'll embed within teams, bring clarity to complexity, and turn data into insight that drives impact. • Lead and mentor a team of analysts (2), overseeing workstreams, career development, and workload balance, • Drive annual budgeting and long-range financial planning for the organization, • Serve as a strategic partner to operational teams, helping unlock performance through financial insight, • Build scenario models and business cases that guide decision-making and support new initiatives, • Monitor key performance metrics and identify areas for optimization and growth, • Deliver actionable, data-backed recommendations to senior stakeholders across the business, • Influence priorities across departments through financial storytelling and insight, • 5+ years of experience in strategic finance, management consulting, or investment banking, ideally within SaaS or tech, • Advanced proficiency in Excel and financial modeling; experience with SQL, BI tools, and ERP systems preferred, • Proven track record in building models, running analyses, and developing business cases that influence strategic decisions, • 2+ years of people leadership, with experience guiding both early-career and senior analysts, • Strong proficiency in large-scale data analysis, scenario planning, and financial forecasting, • Executive-level communication skills with a clear ability to influence and align stakeholders, • Known for problem solving—you thrive on building better, smarter solutions, • Highly organized, self-directed, and comfortable managing multiple priorities in a fast-moving environment Playlist is an Equal Opportunity Employer. We highly value diversity at our company and encourage people of all different backgrounds, experiences, abilities and perspectives to apply. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or other protected characteristics. By entering your email and phone number and submitting your application, you consent to receive emails, calls and SMS about your application and other roles at Playlist, including by auto-dialer. Message and data rates may apply. Opt-out or text STOP to cancel at any time. If you are a California resident or reside outside the United States then by submitting your application you confirm that you have read, understood, agree and - where applicable - grant your prior, free, informed and express consent for the processing of your personal information, including sensitive personal information, as described in our California Applicant Privacy Notice or International Applicant Privacy Notice (as applicable). Note: This description outlines key responsibilities but isn't intended to cover every task or duty. Additional responsibilities may be assigned as needed to support the team and business goals.

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. D.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 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. Qualifications: • Bachelor’s degree with a minimum 3.5GPA., • Position starts in-office June 2026., • Some investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required., • 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)., • General 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., • Upon hiring, the successful completion of the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63).In 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 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 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: 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 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 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 Description Studs is a category-defining ear piercing and earring brand named one of "the 10 most innovative companies in retail for 2023" by Fast Company. Studs connects ear piercing with aftercare and earring shopping to create an end-to-end Earscaping® experience. We offer a better retail and digital experience that prioritizes safety and expertise in a cool, fun and welcoming environment, along with a wide earring assortment—all at an accessible price point. Salary Range: $155,000–$175,000 Location: New York, NY The Associate Director, Strategic Initiatives & Special Projects is a high-impact, high-accountability role reporting directly to our CEO. This person will act as a thought partner and operator—leading cross-functional initiatives that shape Studs' long-term growth and operating model. You'll help evaluate new opportunities, solve critical business problems, and drive strategic priorities forward with speed and precision. The ideal candidate brings top-tier analytical horsepower, strategy training (consulting, banking, or investing), and a proven ability to execute in fast-paced, ambiguous environments. This is a role for someone who can shift seamlessly between a board memo, a financial model, and a project stand-up—delivering work that stands up to executive and investor scrutiny. Key Responsibilities CEO-Led Strategic Initiatives • Partner directly with the CEO to lead company-critical initiatives tied to growth, new offerings, and operating model evolution, • Run end-to-end diligence on whitespace opportunities (e.g. market scans, unit economics, operating requirements, vendor/partner evaluations), • Lead cross-functional execution on strategic initiatives such as pricing architecture, studio expansion modeling, or new product incubations, • Build dynamic models and frameworks to support executive decision-making (e.g. forecast models, margin decomposition, scenario analysis), • Conduct structured research and benchmarking to support business cases (e.g. consumer trends, competitive analysis, adjacent category sizing), • Develop investor- and Board-ready materials (e.g. strategic memos, pitch decks, performance snapshots), • Work cross-functionally to clarify priorities, resolve blockers, and ensure timely execution; drive alignment across Finance, Retail, Marketing, Product, and People by clarifying priorities and surfacing risks early, • Communicate clearly and concisely in both written and live settings, adapting your message for C-suite, field operators, or external stakeholders Requirements • 6–8+ years of experience across top-tier consulting, investment banking, private equity, or high-growth operator roles, • Undergraduate degree from a top university; MBA from a leading business school strongly preferred, • Exceptional structured thinking and analytical problem-solving skills, • Demonstrated ability to lead complex, cross-functional initiatives with minimal oversight, • Comfort working directly with executive leadership and Board-facing materials, • Strong executive communication skills across decks, models, and written memos, • Proficient in Excel/Google Sheets and Slides; familiarity with Asana or Monday is a plus, • Comfortable navigating ambiguity and making decisions with imperfect information Benefits & Perks • Flexible Work Environment (3 days in office, 2 days work from home), • Comprehensive Medical, Dental, and Vision Insurance (including a plan option with $0 in-network mental health visits), • Access to Mental Health and Work/Life Resources including Online Therapy, Gender Affirmation Support Services, and Employee Assistance Program (EAP), • Voluntary Life Insurance, • Health and Commuter Tax-Advantaged Accounts, • Stock Options in connection with the Company's Equity Incentive Plan, • 401(k) Retirement Savings Plan, • Paid Time Off, Paid Safe & Sick Leave, and Paid Parental Leave, • Paid Sabbatical After 4 Years of Service, • Exclusive Employee Discounts on Piercings and Jewelry (we've got your friends and family covered too!) Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Click here for the Studs Privacy Notice for California Applicants.

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

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

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