Trabajos banking operations en Albany, New YorkCrear alertas

Job Description More than 30 years ago, credit union leaders founded OwnersChoice Funding specifically to serve the unique mortgage requirements of credit unions and their members. Assisting credit unions with mortgage loan production and servicing has been a core part of our business since our inception. We have earned a reputation for attention to detail, timeliness, and the ability to deliver a custom mortgage program that meets the needs of our client credit unions. OwnersChoice Funding is seeking a Mortgage Servicing Advisor. Take a leap towards success and join our winning team today! Successful candidate is serves as a trusted resource for borrowers throughout the life of their mortgage loan. This role provides guidance and support regarding mortgage payments, account servicing, account maintenance, and general loan servicing inquiries while coordinating with specialized servicing teams to resolve more complex matters. The Mortgage Servicing Advisor is responsible for delivering an exceptional homeowner experience, ensuring timely and accurate communication, maintaining compliance with applicable regulations, and helping borrowers navigate mortgage servicing processes with confidence and ease. Maintain an understanding of residential mortgage servicing, including servicing processes, payment administration, escrow management, investor requirements, and regulatory compliance, to effectively support borrowers and resolve servicing-related inquiries. Ideal candidate will have at least two years experience in loan servicing, mortgage operations, banking or a related financial services environment. Requires strong customer service, communication, and relationship-building skills. Must demonstrate professionalism, empathy, discretion, and sound judgment when interacting with borrowers and handling sensitive financial information. Ability to establish positive working relationships with borrowers, coworkers, management, and business partners while effectively managing challenging situations and resolving concerns in a professional manner. This is a hybrid remote work position. Required to work in the Albany, NY office. EOE Compensation details: 22.54-33.8 Hourly Wage PI7e27bb0a4405-25405-41994258

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The Treasury Management & Government Banking Junior Analyst provides administrative, reporting, and operational support to the Treasury Management, Government Banking, and Commercial Banking teams. Reporting directly to the Senior Treasury Management & Government Banking Financial & Data Analyst, this position assists with data collection, report preparation, departmental tracking, and special projects. This position offers an opportunity to develop knowledge of Treasury Management products, Government Banking services, Commercial Banking operations, data reporting processes, and banking industry analytics through hands-on experience supporting departmental initiatives. Essential Duties: Reporting & Administrative Support: • Assist in the preparation and distribution of recurring and ad hoc departmental reports., • Gather, organize, and maintain data related to Treasury Management, Government Banking, and Commercial Banking activities., • Update tracking spreadsheets, databases, reports, dashboards, and departmental records., • Assist with sales, referral, pipeline, and customer activity reporting., • Support the preparation of presentations, meeting materials, management reports and dashboards., • Assist in the preparation of Treasury Management, Government Banking, and Commercial Banking reporting packages., • Review reports for accuracy and escalate discrepancies as appropriate., • Maintain reporting schedules and assist with report distribution. Treasury Management, Government Banking & Commercial Banking Support: • Provide administrative and reporting support to Treasury Management Officers, Government Banking Officers, Commercial Banking Officers, and department management., • Assist with ensuring the accuracy of customer relationships, deposit, loan, and portfolio information., • Support business development efforts by gathering customer and prospect information., • Support customer portfolio reviews by gathering data and preparing reports used to identify product and service opportunities., • Respond to internal requests for information and assist with customer-related research., • Assist with Commercial Banking reporting and data requests related to Treasury Management and Government Banking relationships. Operational Support: • Collaborate with Deposit Operations, Finance, Commercial Support Services, Commercial Banking, IT, and other departments to obtain information needed for reporting, analysis, and special projects., • Assist with documenting processes, procedures, and departmental records., • Assist with audits, examinations, and internal reviews by collecting and organizing requested documentation and information., • Participate in testing reporting tools, dashboards, system enhancements, and process improvements., • Assist with special projects and departmental initiatives as assigned., • Perform routine administrative and operational duties in support of Treasury Management, Government Banking, and Commercial Banking activities. Reporting Relationship: • Reports directly to the Senior Treasury Management & Government Banking Financial & Data Analyst. Qualifications Education, Training and Requirements: • Associate degree in Business, Finance, Accounting, Data Analytics, or a related field preferred., • Equivalent combination of education and experience may be considered., • All applicants must be 18 years of age or older. Required Skills: • Strong proficiency in Microsoft Excel, including PivotTables, formulas, data validation, and reporting., • Proficiency in Microsoft Word, PowerPoint, and Outlook., • Strong data analysis, reporting, and problem-solving skills., • Strong attention to detail and organizational skills., • Effective verbal and written communication skills., • Ability to prioritize tasks and meet deadlines., • Strong customer service and interpersonal skills., • Ability to work independently and as part of a team. Preferred Skills: • Familiarity with Power BI, Tableau, or other reporting and data visualization tools., • Exposure to SQL, Snowflake, or other reporting and analytics platforms., • Familiarity with banking systems such as Jack Henry, Xperience, Synapsys, or related platforms., • Interest in Treasury Management, Commercial Banking, or Government Banking services. Experience: • Up to two (2) years of banking, financial services, accounting, administrative support, reporting, or data-related experience preferred., • Recent college graduates or candidates with relevant coursework are encouraged to apply.

Job DescriptionDescription: Company Overview: Rail Modal Group (“RMG”) is an integrated transportation solutions platform serving agricultural producers, commodity merchants, and other supply chain participants across the United States. Through its network of strategically located rail terminals in North Dakota, Texas, Nebraska, and Missouri, RMG helps customers efficiently move agricultural commodities and products to international markets. RMG is headquartered in Latham, NY, led by an industry executive team with decades of sector experience, and backed a well capitalized financial sponsor. We are seeking an experienced FP&A & Corporate Development Manager to help support the company’s next phase of growth and become a key member of RMG’s finance leadership team. Position Summary: The FP&A & Corporate Development Manager will report to the VP of Finance and serve as a trusted resource for the company’s senior management team and Board of Directors. The individual will play a critical role in budgeting, forecasting, business analytics, capital investment analysis, strategic initiatives, and investor reporting activities. The role combines traditional FP&A responsibilities with strategic finance and corporate development functions, requiring an individual that can manage several workstreams and work closely with senior leaders to provide data-driven insights that support strategic and operational decision-making. Requirements: Key Responsibilities: • Lead the annual budgeting and quarterly forecasting processes., • Build and maintain detailed financial models for scenario planning, acquisitions, and capital projects. Produce insightful analysis to support key strategic decisions., • Evaluate returns on growth initiatives and capital projects using IRR, ROI, and other investment metrics., • Lead critical workstreams in any M&A process (financial modelling, valuation, due diligence, etc.) and work with the senior management team to develop a pipeline of opportunities for acquisitions and strategic partnerships. Develop business cases supporting capital allocation decisions., • Perform valuation analysis and track performance against plan for ongoing reporting requirements, • Track and analyze KPIs and financial performance versus budget/forecast., • Analyze costs across departments and projects to ensure accuracy, identify variances, and provide actionable detail and insights to business leaders., • Prepare board and investor reporting packages with relevant financial insights., • Support long-range planning and strategic initiatives, • Monitor debt covenants in forecasting., • Work closely with accounting, operations, commercial, and executive teams to ensure financial visibility across decision-making processes. Qualifications: Required: • Bachelor’s degree in Finance, Accounting, Economics, Business, or related field., • 5+ years of progressive FP&A or finance experience (investment banking, lending, corporate development, transaction advisory, consulting, investing, etc.)., • Advanced Excel and financial modeling skills., • Strong analytical mindset, attention to detail, and ability to communicate financial insights to non-financial stakeholders., • Demonstrated experience building budgets, forecasts, and long-range planning models., • Excellent presentation, communication, and writing abilities., • Proven ability to manage multiple projects and competing priorities., • Ability to work in RMG’s headquarters in Latham, NY up to 4 days per week. Preferred: • Prior experience with infrastructure, transportation, logistics, or supply chain businesses., • Proficiency with financial planning tools and ERP systems (e.g., NetSuite, Adaptive Insights, or Power BI)., • Prior experience working in a private equity-backed company., • Exposure to M&A, corporate development, or strategic finance initiatives.

Are you looking for a leadership position where you get to develop a team the right way? We’re expanding our real estate brokerage and looking for a full-time real estate managing broker who can help turn our entire team of real estate agents into top producers. You’ll be responsible for overseeing organizational operations, training/caching agents, and ensuring that we meet our company goals. If you’re a driven communicator who loves to help others succeed, start your application today! Compensation: $60,000 - $80,000 yearly Responsibilities: • Grow the brokerage office by recruiting new realtors that will make excellent team members, • Oversee all operational responsibilities of the brokerage including the company’s MLS listings and all real estate transactions, • Ensure the brokerage and agents are adhering to all company policies and procedures and abiding by all state and national Fair Housing and real-estate law, • Cooperate with the leadership team on a retention strategy to ensure we keep our top-performing real estate agents Qualifications: • At least 3+ years of experience as a licensed, actively practicing agent at a real estate company, • Superb customer service and communication skills, • Expertise in the real estate industry and all state and national Fair Housing and real-estate laws to ensure compliance for our brokerage, • The management and leadership skills to successfully guide a team of high-performing real estate agents About Company HUNT Real Estate Corporation stands as the umbrella entity overseeing HUNT Real Estate ERA, a network comprising 50+ residential branch offices spanning New York State and Massachusetts. Pioneering its services since 1911, HUNT proudly maintains its status as the oldest and most successful family-owned and operated real estate and homeownership services organization in New York. Nationally recognized, HUNT holds the 28th position in closed transactions according to RISMedia. The company's extensive portfolio extends to include a commercial brokerage, mortgage banking firm, insurance agency, and title agency. Guided by the vision "Always There for You" and the mission "Successful Professionals. Growing Profitably. Providing Superior Service," HUNT Real Estate remains committed to excellence across its entire spectrum of operations. For further details about HUNT Real Estate, please visit www.huntrealestate.com. #WHRE3 Compensation details: 60000-80000 Yearly Salary PI185e85dc00d2-37820-41349923

Are you looking for a leadership position where you get to develop a team the right way? We’re expanding our real estate brokerage and looking for a full-time real estate managing broker who can help turn our entire team of real estate agents into top producers. You’ll be responsible for overseeing organizational operations, training/caching agents, and ensuring that we meet our company goals. If you’re a driven communicator who loves to help others succeed, start your application today! Compensation: $60,000 - $80,000 yearly Responsibilities: • Grow the brokerage office by recruiting new realtors that will make excellent team members, • Oversee all operational responsibilities of the brokerage including the company’s MLS listings and all real estate transactions, • Ensure the brokerage and agents are adhering to all company policies and procedures and abiding by all state and national Fair Housing and real-estate law, • Cooperate with the leadership team on a retention strategy to ensure we keep our top-performing real estate agents Qualifications: • At least 3+ years of experience as a licensed, actively practicing agent at a real estate company, • Superb customer service and communication skills, • Expertise in the real estate industry and all state and national Fair Housing and real-estate laws to ensure compliance for our brokerage, • The management and leadership skills to successfully guide a team of high-performing real estate agents About Company HUNT Real Estate Corporation stands as the umbrella entity overseeing HUNT Real Estate ERA, a network comprising 50+ residential branch offices spanning New York State and Massachusetts. Pioneering its services since 1911, HUNT proudly maintains its status as the oldest and most successful family-owned and operated real estate and homeownership services organization in New York. Nationally recognized, HUNT holds the 28th position in closed transactions according to RISMedia. The company's extensive portfolio extends to include a commercial brokerage, mortgage banking firm, insurance agency, and title agency. Guided by the vision Always There for You and the mission Successful Professionals. Growing Profitably. Providing Superior Service, HUNT Real Estate remains committed to excellence across its entire spectrum of operations. For further details about HUNT Real Estate, please visit www.huntrealestate.com. #WHRE3 Compensation details: 60000-80000 Yearly Salary PI48827be767e1-38003-41349923

Job DescriptionWe are looking for an Accounts Payable Specialist to join a team in Latham, New York on a Long-term Contract basis. This position is ideal for someone who is highly organized, detail-focused, and comfortable managing a steady flow of financial transactions while communicating effectively with vendors and internal stakeholders. The role supports day-to-day accounting operations and requires strong follow-through, accuracy, and the ability to work efficiently in a fast-paced environment. Responsibilities: • Manage day-to-day accounts payable activities by reviewing, coding, and entering vendor invoices with a high level of accuracy., • Record financial transactions and maintain organized documentation to support routine accounting operations., • Prepare and process payment batches, including check runs and ACH transactions, in accordance with established timelines., • Post daily cash receipts and reconcile banking activity to help ensure complete and accurate financial records., • Communicate with customers and vendors to address payment questions, resolve discrepancies, and provide timely updates., • Support inventory-related recordkeeping and assist with audits or reviews to verify accuracy of reported information., • Perform general accounting support tasks as needed to maintain efficient workflow across finance operations., • Assist in handling high-volume invoicing while meeting deadlines and maintaining careful attention to detail.• Strong organizational skills with the ability to manage multiple tasks and prioritize effectively., • Excellent attention to detail and a commitment to maintaining accurate financial records., • Clear and effective communication skills for interacting with vendors, customers, and internal team members., • Experience with accounts payable processes, including invoice coding, payment processing, and transaction entry., • Familiarity with check runs, ACH payments, daily cash receipts, and related banking activities., • Ability to work efficiently in a fast-paced environment with a high volume of invoices and transactions., • An accounting degree or related educational background is preferred., • One to two years of relevant experience is preferred; experience in the construction industry is a plus.

Start date: ASAP Position: CEO for ~$40m Equity Holding Company (Rollup) Location: Remote pre-close and very likely on-site post-close (ultimately TBD) Commitment: Full-time Duration: Initial commitment of 5 years (forever if a good fit) SUMMARY: Hi! We're a holding company looking for someone to join our team. We're solving for someone with great references for: work ethic, scrappiness, rigor, being extremely organized / high attention to detail, kindness, honesty (banking and/or PE experience is a plus). If interested, we'd love to hear from you. We’re super rigid on these filters and ultimately eliminate the vast majority of candidates (typically out of several thousand applicants) based on them. Please only proceed if you think your profile matches well with these criteria (e.g., 2 or fewer jobs in last 5 yrs, stellar references, high previous job ranking/performance, ideally high undergrad GPA + GMAT, operations-not financial-focus/interests, etc.) Note: Our process will rely significantly on off-sheet references (but we will not contact your current employer without your permission, of course). TUCKER’S FARM BACKGROUND Firm Name: Tucker’s Farm Corporation Firm Website: www.tuckersfarm.com Firm Description: We are a low-profile, value-oriented holding vehicle modeled after Berkshire Hathaway that aims to acquire ~$150 million of businesses every year (~$75 million equity). The founders/investment team is composed of value investors from Apollo Global Management (~$60bn private equity group) and Viking Global Investors (~$30bn hedge fund). We have various subsidiaries or ‘platforms’ (also known as rollups, aggregations, or buy-and-builds). Each platform is capitalized with a long-term equity base (from our own capital and select partners like insurance company, endowment managers, etc.) and has the sole mandate of compounding cash flows for the long term, primarily through M&A. We have a broad mandate and look for opportunities across industries, geographies, and the capital structure, although our primary focus is on rollups. We are investing out of our recently raised $100m+ holding vehicle. OVERVIEW OF CEO ROLES & RESPONSIBILITIES Activities The role combines deploying approximately $40 million of equity through acquisitions with leading the operations of acquired assets. We are looking for an executional rock star. The role is highly hands-on and operational—messy, unglamorous, and deeply involved in the daily minutiae of small business optimization—rather than traditional allocator or investment professional work (e.g., modeling and deal analysis). Traditional financial activities will represent a small minority of the CEO’s time. Success requires rolling up your sleeves, operating with limited resources and imperfect information, and personally solving problems that would be delegated in a larger organization. Said simply, if your goal is to be Warren Buffett, this role is not for you. o M&A/Integration (20%) • Deploy approximately $40 million of equity through strategic acquisitions., • Source and evaluate acquisition opportunities in coordination with Tucker’s Farm’s M&A team., • Lead the integration of acquired businesses and develop a repeatable playbook for future platform expansion. o Operational Leadership (80%) · Lead platform operations following the acquisition of the first asset. This includes: (1) providing daily operational leadership and strategic direction across all business units; (2) overseeing budgeting, forecasting, and resource allocation through clear KPIs—and holding team members accountable for performance; and (3) leading the recruitment, training, and development of management team members. The CEO must be equally willing to set the strategy and dive into the weeds—doing whatever is required to solve problems, improve performance, and build the platform. Role Trade-offs o (+) You will be an early team member at a high-growth holding company. o (+) You will work with and learn from a highly successful PE team with a top investing track record. o (+) You will have a big title and significant autonomy and responsibility. o (+) You will have a lot of fun in a scrappy, entrepreneurial environment. o (=) You will be doing a lot of non-financial, hands-on, highly people based work (not thinking big financial or strategic thoughts). o (-) If joining a large, established company with a big brand is appealing to you or you enjoy structured environments, then this opportunity is not a fit. Qualifications o Low career turnover: excluding business school (and related internships), 2 or fewer jobs in the last 5 years o Stellar references: that speak to work ethic, kindness + honesty – our process relies heavily on ‘off-sheet’ references regarding past performance. We typically find a way to connect with 5+ past co-workers and senior people (but will not contact your current employer without your permission). o High ranking/previous performance: in previous roles, with references that will speak to that stellar performance. o Highly organized operational rockstar (not financial): high attention to detail, highly responsive, consistent, conscientious, superb at to-do lists, general execution and project management, including managing multiple workstreams and teams of people (internal and external, including sellers, advisors, lawyers, accountants, etc.). Excels at keeping the trains running on time and the t’s crossed and i’s dotted! o High undergrad GPA / GMAT: while not always relevant (especially with stellar references), we believe there can be some signal in GPA / GMAT and use it. o Investing Experience (nice to have): ideally at least 2+ years of investing/PE experience. Compensation o Slightly depends on candidate profile, but our starting base case is ~$300k - $350k/year in cash + significant equity upside. (We’re selecting for folks who view this trade as an entrepreneurial / fun /big-title-and-growth opportunity vs. a brand name opportunity, which we’re not yet) Role Application Method o Submit your resume via email to (please include some indication of previous job ranking / performance, undergrad GPA, any GMAT/GRE score) with the subject line “CEO - LAST NAME, FIRST NAME”.

Remote and field based | Western United States priority | Territory flexibility for the right candidate The opportunity ATGF is seeking a consultative B2B sales professional who wants more than a territory to maintain. We are looking for someone who knows how to build a market, open doors, and turn strong relationships into measurable growth. For more than 60 years, ATGF has supported title professionals with underwriting expertise, responsive service, and practical technology. We are investing in our next stage of growth and building a stronger sales organization to take that story into new markets. Our immediate growth priority is the Western United States. For an exceptional candidate, we may align territory differently based on location, experience, and market relationships. What you will own · Create and execute a territory plan focused on independent title agencies, attorney agents, and high-value referral channels. · Build a qualified pipeline through disciplined outbound prospecting, industry relationships, events, referrals, phone, email, and LinkedIn. · Lead discovery with agency owners, executives, attorneys, and other professionals to understand their underwriting relationships, operational needs, and growth goals. · Move qualified prospects from first conversation through application, due diligence, appointment, onboarding, and active production. · Turn marketing campaigns and industry activity into measurable sales conversations and new business. · Maintain accurate CRM activity, forecasts, next steps, and market intelligence. · Partner with underwriting, operations, marketing, and leadership to deliver a strong agent experience. What you bring · A demonstrated record of winning new B2B relationships and creating pipeline, not only servicing an inherited account base. · Confidence selling to owners, executives, attorneys, and other professionals. · Strong discovery, communication, negotiation, and follow-through. · Discipline with CRM, pipeline management, and activity metrics. · Ability and willingness to travel throughout an assigned territory. · Curiosity, coachability, sound judgment, and the ability to learn a specialized, regulated industry. · Title insurance experience is strongly valued. We will also consider high-performing relationship sellers from mortgage insurance, settlement services, real estate technology, banking, or adjacent channels. Why ATGF Independent title and attorney agents want a strong underwriting partner without giving up control of their business. ATGF is sharpening its market message, investing in targeted campaigns, expanding its reach, and building a more intentional sales engine. This is an opportunity to help shape a market, not simply inherit one. Compensation and benefits • Territory Manager: Base salary of $80,000 to $95,000, based on experience and territory alignment. Target additional annual incentive compensation of approximately $25,000 to $30,000, with uncapped commission and additional stretch potential., • Senior/Regional Level: Higher base and target annual incentive for Senior / Regional level candidates with a long track record of senior-level relationships and market leadership in title or adjacent channels., • Health insurance and dental insurance., • 401(k) plan with company matching., • Paid time off., • Reimbursement of vehicle and travel expenses in accordance with company policy. How to apply Submit a resume and a short note describing a market you built, the new-business approach you used, and the measurable result. Application deadline: October 31, 2026. ATGF may extend the posting if the position remains open. Candidate integrity ATGF does not ask or expect candidates to disclose confidential information, use proprietary customer lists, or violate contractual or legal obligations to any current or former employer. ATGF is an equal opportunity employer. We consider applicants without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other status protected by applicable law. Reasonable accommodations are available upon request.

Schedule: Full-Time Salary Range: USD $55000.00 - $650000.00 Job Category: Sales - Comparion Description Comparion Insurance Agency is hiring self-motivated, relationship-driven professionals for a rewarding outside sales career. This role has IN-OFFICE requirements. Must reside in NY. This role offers autonomy and flexibility to build your career, grow your earnings, and make a meaningful impact by helping protect individuals and families with auto, home, life, and specialty insurance. Backed by a Fortune 100 company, you'll receive hands-on training, resources, and team support to help you succeed - no prior insurance experience required. Description What you'll do: • Sell auto, home, life, and related insurance products using a consultative, needs-based approach., • Build and maintain a book of business through referrals, networking, and community engagement as part of your outside sales efforts., • Identify prospective customers using established lead methodologies and relationship-driven outreach., • Accurately document customer interactions and handle sensitive information with integrity and confidentiality., • Use insurance sales technology, relationship management tools, and multi-carrier platforms to deliver tailored insurance solutions., • Participate in training, coaching, and performance incentives to continuously improve sales results. What We Offer: • Unlimited commission and renewal income - potential for earnings growth over time., • Full-time employment with benefits from day one, including health insurance, generous 401(k) match, and paid time off., • Paid training, licensing support, and ongoing development., • Autonomy to embrace your entrepreneurial spirit and structure your time your way., • Flexible work structure (hybrid office, field, and remote based on what your day requires)., • Supportive team culture with mentorship and long-term career paths. Qualifications Who We're Looking For: Day One Skills & Traits • Self-motivated and accountable - you take ownership of your work and results., • Reliable and responsive - you follow through and do what you say you'll do., • Professional and trustworthy - you handle customer information with care and integrity., • Relationship-focused - you enjoy helping others and building long-term trust., • Outgoing - you're comfortable talking with people and explaining options clearly., • Tech savvy - you're able to learn and use technology and digital tools with ease., • Calm under pressure - you stay composed in a fast-paced, customer-focused environment. Preferred Qualifications • Experience in customer-facing roles like retail, hospitality, service, operations, logistics, banking, account management, or sales., • Basic understanding of sales conversations, including handling common customer questions or objections., • Experience managing multiple accounts, clients, or priorities simultaneously., • Exposure to consultative selling, negotiation, or regulated industries. You will be required to obtain relevant licenses upon being hired. Build a career for yourself, not by yourself. Launch a rewarding insurance sales career today. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices • California, • Los Angeles Incorporated, • Los Angeles Unincorporated, • Philadelphia, • San Francisco Employment Type: Full Time

Schedule: Full-Time Sales - Comparion Description Comparion Insurance Agency is hiring self-motivated, relationship-driven professionals for a rewarding outside sales career. This role has IN-OFFICE requirements. This role offers autonomy and flexibility to build your career, grow your earnings, and make a meaningful impact by helping protect individuals and families with auto, home, life, and specialty insurance. Backed by a Fortune 100 company, you'll receive hands-on training, resources, and team support to help you succeed - no prior insurance experience required. Sell auto, home, life, and related insurance products using a consultative, needs-based approach. Build and maintain a book of business through referrals, networking, and community engagement as part of your outside sales efforts. Identify prospective customers using established lead methodologies and relationship-driven outreach. Accurately document customer interactions and handle sensitive information with integrity and confidentiality. Use insurance sales technology, relationship management tools, and multi-carrier platforms to deliver tailored insurance solutions. Participate in training, coaching, and performance incentives to continuously improve sales results. Full-time employment with benefits from day one, including health insurance, generous 401(k) match, and paid time off. Paid training, licensing support, and ongoing development. Autonomy to embrace your entrepreneurial spirit and structure your time your way. Flexible work structure (hybrid office, field, and remote based on what your day requires). Professional and trustworthy - you handle customer information with care and integrity. Relationship-focused - you enjoy helping others and building long-term trust. Tech savvy - you're able to learn and use technology and digital tools with ease. Calm under pressure - you stay composed in a fast-paced, customer-focused environment. Experience in customer-facing roles like retail, hospitality, service, operations, logistics, banking, account management, or sales. Basic understanding of sales conversations, including handling common customer questions or objections. Experience managing multiple accounts, clients, or priorities simultaneously. Launch a rewarding insurance sales career today. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Employment Type: Full Time

Company Description Fifth Third Bank National Association is a well-established financial institution based in the United States, serving individuals, businesses, and communities with a broad range of banking products and services. The organization focuses on responsible banking, customer-centric solutions, and innovative technologies to support financial goals. Team members benefit from a collaborative culture that values integrity, professional growth, and inclusion. Joining Fifth Third Bank National Association offers opportunities to contribute to impactful projects in a dynamic, regulated industry. Role Description The Project Manager will oversee end-to-end delivery of initiatives, ensuring projects are planned, executed, and completed on time, within scope, and within budget. Day-to-day responsibilities include defining project objectives, creating and managing project plans, coordinating cross-functional teams, identifying and mitigating risks, and tracking progress against milestones. The role involves managing communications among stakeholders, preparing status reports, and facilitating meetings to resolve issues and maintain alignment. The Project Manager will also work closely with operations, technology, and business partners to streamline processes and support continuous improvement. This is a full-time, remote role. Qualifications • Demonstrated proficiency in Project Management, including planning, execution, risk management, and stakeholder coordination., • Experience with Expeditor and Expediting functions to ensure timely delivery of project-related materials, information, and approvals., • Knowledge of Inspection processes to support quality control, compliance, and project standards., • Background in Logistics Management to coordinate resources, schedules, and dependencies across multiple teams or locations., • Strong organizational and time-management skills, with the ability to manage multiple projects or work streams., • Excellent written and verbal communication skills, including the ability to present complex information clearly to diverse stakeholders., • Proficiency with project management tools and collaboration platforms (e.g., MS Project, Jira, Asana, or similar)., • Bachelor’s degree in business, management, finance, engineering, or a related field; relevant project management certifications (e.g., PMP, CAPM, Agile/Scrum) are a plus., • Experience working in or with financial services or other regulated industries is beneficial., • Ability to work effectively in a remote environment, demonstrating self-motivation, accountability, and collaboration.

Company Description A. G. Edwards Mortgage, LLC is a banking company headquartered in Minneapolis, Minnesota, serving clients across the United States. The organization focuses on mortgage and related financial services, supporting individuals and families in achieving homeownership goals. As part of the broader banking industry, the company operates in a regulated environment with a strong emphasis on compliance, accuracy, and customer service. Team members contribute to a professional, detail-oriented culture that values integrity, reliability, and sound financial practices. Role Description The Director of Administration is a full-time, remote role responsible for overseeing the administrative operations that support A. G. Edwards Mortgage, LLC’s financial and mortgage services. This position manages budgeting and administrative finance processes, coordinates accounting activities, and ensures accurate and timely reporting. The Director of Administration develops and implements policies, streamlines workflows, and maintains documentation to support operational efficiency and regulatory compliance. Day-to-day responsibilities include supervising administrative staff, monitoring performance metrics, collaborating with finance and mortgage teams, and communicating key updates to leadership. The role also involves problem-solving, optimizing administrative systems, and supporting strategic planning initiatives. Qualifications • Strong analytical skills, including the ability to interpret data, identify trends, and support decision-making with clear recommendations., • Effective communication skills, with the ability to convey complex information clearly and collaborate with cross-functional teams and leadership., • Finance and budgeting skills, including experience managing budgets, forecasting, and supporting financial planning within a banking or mortgage environment., • Accounting knowledge and skills, with experience in overseeing accounting processes, reconciliations, and financial controls., • Proven experience in administrative leadership or operations management, preferably in banking, mortgage, or financial services., • Strong organizational and time management abilities, with attention to detail and a focus on accuracy and compliance., • Comfort with remote work, including proficiency with digital collaboration tools and the ability to work independently., • Bachelor’s degree in business administration, finance, accounting, or a related field; advanced degree or professional certifications (e.g., CPA, CMA) are a plus.

FP&A, strategic finance or data-driven finance roles - can also come from Investment Banking or Private Equity deal team or Portfolio Operations. This VP, Strategic Finance role is a fast track feeder role for CFO roles across the portfolio. A lean, hands-on finance team with a CFO who has 20 years

Location: Hicksville, NY 11801 The Senior Commercial Loan Operations Capital Markets Specialist serves as the primary subject matter expert for syndicated loans, loan participations, and capital markets transactions within the Commercial Loan Operations team. This role is responsible for the end-to-end administration of capital markets deals, including loan boarding, reconciliation against agent banks, lender share management, participant payment processing, and agency notice administration. The Specialist acts as the primary point of contact for agent banks, participants, and internal stakeholders, ensuring all transactions are accurately executed, recorded, and maintained within the loan servicing system. This position requires deep expertise in commercial loan systems (AFS/AFSVision, ACBS, DNA, Loan IQ, or similar platforms) and a comprehensive understanding of syndicated loan structures, credit agreements, and capital markets operations. The ideal candidate combines strong technical system proficiency with exceptional analytical and communication skills to manage complex, high-value transactions with accuracy, timeliness, and full regulatory compliance. Job Responsibilities: • Serve as the primary SME and external point of contact (POC) for all syndicated loan, participation, and capital markets transactions; coordinate directly with agent banks, co-lenders, and participants to manage deal-level communications, funding requests, payoff coordination, and transaction inquiries., • Board or oversee the boarding of syndicated and participated loans into the loan servicing system (AFS/AFSVision, ACBS, Loan IQ, or equivalent); ensure accurate system setup in accordance with executed credit agreements, participation certificates, and related loan documentation., • Reconcile loan positions (including cash and position reconciliations), lender share allocations, interest accruals, fee calculations, and payment distributions against agent bank records; research and resolve discrepancies in a timely manner in collaboration with credit, treasury, accounting, and legal teams., • Process participant payments, including scheduled and unscheduled principal, interest, fees, and other distributions; ensure accurate and timely settlement in accordance with credit agreement terms and internal controls., • Administer agency notices, including rate-setting notices, borrowing base certificates, compliance certificates, and amendment-related communications; ensure proper distribution to all required parties and maintain complete and audit-ready records., • Support loan amendments, lender assignments/ownership transfers, and other structural changes by reviewing documentation, coordinating system updates, and ensuring all parties are properly notified and recorded., • Maintain syndication records, controls, and audit-ready documentation; support internal and external audits, quality reviews, and regulatory examinations as they relate to capital markets and syndicated loan portfolios., • Monitor workflows, identify process improvement opportunities and support developmental initiatives, SLA adherence, and exception reporting for capital markets transactions; collaborate with associates and managers to ensure operational continuity and support departmental initiatives and special projects. Additional Responsibilities: • Performs special projects, and additional duties and responsibilities as required., • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance training. Accountable to maintain compliance with applicable federal, state and local laws and regulations. Job Requirements: • Education level required: High School Diploma, GED of Foreign Equivalent, • Minimum experience required: 6+ Years progressively responsible experience in Commercial Loan Operations, Syndicated Loan Operations, Capital Markets Operations, or a related banking function. Preferred Qualifications: • Education level preferred: Undergraduate Degree (4 years or equivalent) (Business, Finance, Accounting, or related field), • Loan Syndications and Trading Association (LSTA) familiarity or related capital markets certifications., • Experience supporting loan amendments, lender assignments, and ownership transfers in a high-volume environment., • Familiarity with Clearpar or other electronic settlement platforms used in the syndicated loan market., • Experience serving as primary operational contact with agent banks and lending participants. Job Competencies: • Deep expertise in syndicated loan and participation administration, including lender share allocations, agent/participant relationships, fee waterfalls, and credit agreement interpretation., • Advanced proficiency in commercial loan systems such as AFS/AFSVision, ACBS, Loan IQ, or similar platforms; ability to board, maintain, and reconcile complex loan structures within these systems., • Strong knowledge of Commercial Loan Servicing, including CRE, C&I, construction, and SBA loan products, with particular depth in capital markets and syndicated structures., • Ability to review and interpret complex loan documentation (credit agreements, participation certificates, assignment and assumption agreements) and translate terms into accurate system entries and operational actions., • Excellent analytical and reconciliation skills, with the ability to identify, research, and resolve discrepancies across loan positions, payment records, and agent bank statements., • Strong interpersonal and external communication skills, with demonstrated ability to manage professional relationships with agent banks, participants, legal counsel, and internal stakeholders., • Proficient in Microsoft Excel and Word; ability to build and maintain reconciliation schedules, allocation models, and operational tracking tools., • Excellent organizational skills and attention to detail, with the ability to manage multiple high-priority transactions simultaneously and meet strict deadlines., • Team-first mindset with the ability to serve as a knowledge resource and mentor to junior associates on capital markets processes, systems, and procedures., • Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results., • Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience., • Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders., • Physical demands (ADA): No significant physical exertion required. Standard office environment. Flagstar is an Equal Opportunity Employer We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank Pay Range: $58,214.25 - $105,040.00

Vice President, Sales, Retail Banking, Payments & Fintech Location: United States (Remote) About the role : A fast-growing digital engineering and IT services business is looking for a VP-level sales leader to build its US retail banking, payments and fintech practice. You will originate and close transformation engagements with mid-market banks, regional and community banks, credit unions, payments providers and fintechs. The work centers on core banking modernization and the systems around it, payments modernization, digital customer and member onboarding, Salesforce CRM, and cloud adoption. We are looking for commercial depth in Finastra-related core banking environments and the connected platforms for digital banking, payments, onboarding, servicing and relationship management. What you will do : • Own bookings, revenue and margin targets across banking, credit union, payments and fintech accounts., • Win new logos and expand strategic accounts, building a qualified pipeline across core banking, payments, CRM, onboarding and cloud., • Lead qualification, commercial structuring, RFP responses, negotiation and closing of large multi-service and managed services deals., • Build go-to-market plays for core modernization, payments transformation, digital onboarding, Salesforce CRM and cloud, with distinct propositions for banks and credit unions., • Develop partner-led pursuits with core banking vendors, the Finastra ecosystem, Salesforce, cloud providers, payment platforms and onboarding technology providers., • Build relationships with CEOs, CIOs, CTOs, COOs, Chief Digital Officers and heads of retail banking and payments, and lead executive workshops that tie legacy constraints to measurable outcomes., • Coach and develop the sales team, and raise the firm's profile at banking, credit union, payments and fintech forums. What you bring : • 15+ years of enterprise technology services sales, with substantial success in retail banking, payments or fintech., • A record of winning business with US mid-market banks, regional or community banks and credit unions., • Direct experience selling services on Finastra platforms or closely related core banking ecosystems, including modernization and integration., • Experience closing large, complex transformation and managed services engagements across several technology areas., • Working fluency in payments, digital onboarding, Salesforce-led CRM transformation, cloud and digital engineering., • A solid grasp of retail deposits, account opening, member servicing and the lending, risk and compliance dependencies around them., • A consistent record of hitting targets, acquiring clients and growing strategic accounts., • Executive-level communication, consultative selling and negotiation skills., • Experience leading sales teams and influencing across global, matrixed organizations. Nice to have : • Background at a leading IT services, consulting, systems integration or banking technology firm., • Hands-on pursuit experience with Finastra-related core banking, payments modernization, Salesforce Financial Services Cloud and digital onboarding platforms., • Experience shaping phased modernization programs for institutions with limited internal technology capacity., • Exposure to AI-enabled banking, intelligent servicing and banking operations automation. If interested , click on apply or email me your resume at

M&T Bank - - Responsibilities: Serve customers with frontline financial service in branches; Process transactions accurately and efficiently; Balance cash and assist with branch operations; Educate customers on digital banking and self-service options; Support AML/KYC/compliance and risk controls.

Industrial M&A Partner (1099 – Remote, U.S.) KJ McCarthy Certified Business Brokers, Inc. | Industrial M&A Advisory About Us KJ McCarthy Certified Business Brokers, Inc. is a specialized M&A advisory firm serving Metals, Energy, Defense, and industrial manufacturing sectors. With 30+ years of operating and transaction experience, we combine investment‑banking discipline with deep industrial insight to deliver confidential, senior‑led advisory services for owners navigating strategic exits, generational transitions, or targeted acquisitions. Role Overview We are expanding our national network of 1099 Industrial M&A Partners to support deal sourcing and sector intelligence across the U.S. This remote US role is ideal for senior professionals with strong industry relationships who can identify owners considering succession, exit, or strategic transition. Partners act as business development specialists—leveraging established networks of owners, executives, engineers, plant leaders, procurement teams, OEM/Tier‑1 buyers, and industry influencers. No brokerage experience required; industrial familiarity is highly valuable. This role offers flexibility, autonomy, and meaningful participation in transactions that shape the future of industrial businesses. Compensation is commission‑based with significant earning potential. Key Responsibilities • Identify potential sell‑side clients and acquisition targets, • Initiate confidential conversations with business owners, • Provide sector intelligence across Metals, Energy, or Defense, • Support early‑stage deal qualification and basic financial review, • Coordinate with senior leadership on valuation and due diligence prep, • Maintain accurate outreach documentation and pipeline activity, • Uphold strict confidentiality and professional standards Qualifications Industry Expertise • Strong acumen in Metals, Energy, or Defense, • Understanding of industrial operations, supply chains, or capital equipment Relationship & Communication Skills • Trusted relationships with owners, executives, and technical leaders, • Skilled in sensitive conversations around succession, valuation, confidentiality Deal & Pipeline Management • Ability to manage multiple prospects and early‑stage deals, • Strong organizational discipline and documentation habits Independent Contractor Mindset • Experience operating as a 1099 professional, • Self‑motivated, proactive, and comfortable working independently Preferred • Familiarity with NDAs, LOIs, CIMs, and M&A processes, • Bachelor’s degree in business, finance, engineering, or related field

Senior Business Analyst – Commercial Banking, Core Banking & Lending TechnologyThe Senior Business Analyst will serve as a strategic liaison across Commercial and Private Banking, Operations, Technology, Compliance, Risk, Data Governance, implementation partners, and other crossfunctional teams. This role requires a high-caliber professional with strong commercial banking, core banking, and lending experience; advanced data analysis skills using SQL and Python; hands-on familiarity with relevant technology platforms; and the ability to translate complex business needs into clear functional, non-functional, technical, data, reporting, control, and integration requirements. The analyst will support end-to-end solution delivery, leverage data-driven insights to identify business and operational improvement opportunities, recommend practical solutions, develop business use cases, perform production incident root-cause analysis, and provide subject matter expertise while ensuring solutions align with bank objectives, regulatory expectations, auditability, and industry-standard delivery practices.Primary Responsibilities:• Partner with Commercial Banking, Front Office, Operations, Credit, Loan Operations, Treasury, Compliance, Risk, Data Governance, CISO, IT, and vendor teams to elicit, analyze, and document business, functional, non-functional, technical, data, reporting, control, and integration requirements.• Lead discovery sessions, workshops, walkthroughs, and decision meetings with senior stakeholders, ensuring clear outcomes, documented decisions, issue escalation, and timely follow-through.• Define current- and target-state processes, system flows, interface specifications, source-totarget mappings, data lineage, transformation rules, data conversion/reconciliation requirements, ETL requirements, exception handling, and operational controls in accordance with SDLC and governance standards.• Analyze impacts across core banking platforms, commercial loan origination and servicing systems, collateral, pricing, payments, GL/accounting, treasury/cash management, regulatory reporting, data warehouse, and upstream/downstream interfaces.• Identify opportunities through data analysis to simplify, standardize, automate, and optimize commercial banking and loan operations processes; develop business and operational use cases; and recommend solutions that improve data quality, operational efficiency, client experience, audit readiness, and risk management.• Perform data analysis using SQL, Python, Excel, and reporting tools to identify trends, generate actionable insights, support data-driven decision making, validate business rules, reconcile data, investigate defects, and support conversion/migration activities.• Develop clear, well-written business requirements, functional specifications, non-functional requirements, interface requirements, user stories, acceptance criteria, report specifications, test scenarios, traceability matrices, operating procedures, executive-ready summaries, and implementation-support documentation.• Support production incidents through hands-on root-cause analysis across business processes, data flows, interfaces, batch jobs, APIs, reports, and dependencies; document impacts, remediation options, and preventive controls.• Provide subject matter expertise on commercial banking, lending, core banking processes, system behavior, data dependencies, controls, and integration touchpoints to guide solution design, SIT/UAT, defect triage, implementation decisions, go-live readiness, and postimplementation support.Qualifications• 10+ years of Business Analyst experience within banking or financial services, with significant hands-on experience in commercial banking, lending, core banking modernization, system implementation, production support, or integration initiatives; core banking replacement experience is a strong plus.• Strong understanding of commercial banking products and processes, including commercial loans, lines of credit, term loans, renewals, modifications, collateral, pricing, servicing, payments, account maintenance, treasury/cash management touchpoints, and operational workflows.• Proven ability to produce clear, actionable functional specifications, technical requirements, interface specifications, data mappings, report requirements, process flows, and operational procedures for business, technology, QA, vendor, and control teams.• Experience with core banking systems, commercial loan origination and/or servicing platforms, payment processing, GL/accounting feeds, data warehouse integrations, regulatory reporting, and upstream/downstream banking interfaces; core banking replacement, modernization, or migration experience is a strong plus.• Hands-on proficiency with SQL and Python for data extraction, profiling, cleansing, transformation, reconciliation, validation, root-cause analysis, migration/conversion support, and automation of repeatable analysis tasks.• Demonstrated experience with integration analysis across APIs, batch files, middleware, ETL processes, data feeds, vendor platforms, downstream reporting environments, and exception/error-handling scenarios.• Hands-on familiarity with application, integration, data, reporting, and operational technology stacks, with the ability to analyze issues independently, ask precise technical questions, and contribute effectively without handholding.• Strong critical-thinking, problem-solving, and analytical skills, with demonstrated ability to leverage data to drive business decisions, identify operational improvement opportunities, develop compelling business cases, recommend practical solutions, influence outcomes, and operate as a senior individual contributor.• Excellent written and verbal communication, facilitation, stakeholder-management, and documentation skills, with the ability to produce concise, accurate, executive-ready materials.• Strong knowledge of SDLC, Agile and/or hybrid delivery, requirements traceability, change control, SIT/UAT, defect management, production readiness, go-live/hyper care support, and post-implementation validation.CompensationThe expected annual salary for this position is between $160,000 and $190,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.Additional InformationThe Bank Will Make Reasonable Accommodations To The Following Employees To Allow Them To Perform The Essential Functions Of Their Position, Except Where Doing So Would Result In Undue Hardship To The BankThose with a known mental or physical disability.Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.Victims of domestic violence, sex offenses or stalking.Employees with religious observance and practice obligations.Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual’s accommodation needs; potential accommodations that may address the individual’s accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.DisclaimerThe above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.All your information will be kept confidential according to EEO guidelines.We are operating on a Hybrid schedule.NO AGENCIES PLEASE.IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.Kindly review our Privacy Notice and GLBA Consumer Privacy Notice.Kindly review our Privacy Notice and GLBA Consumer Privacy Notice.

Job Benefits: • Hourly wage, • 401K available, • Positive, fun work environment Job Responsibilities: Key holders are in charge of: • Assisting the 1st assistant and manager with all day-to-day operations of the store, • Making sure the floor is properly merchandised with freight to floor within 48 hours, • Inventory control and banking responsibilities, • Completing all tasks assigned to them, such as, but not limited to:, • Housekeeping duties, • Stocking and pricing products Job Requirements: • Must be a great salesperson, • Ability to work a flexible schedule and have dependable transportation, • Possess a personality that supports efficiency and a can do attitude. Earthbound Trading Company is an Equal Opportunity Employer and E-Verify participant

CEFO Advisors is a growing advisory firm built on strong relationships, practical thinking, and a high standard of client service. For over 13 years, we've supported organizations across the region by providing steady, experienced financial leadership when they need it most. Our team is made up of professionals who value organization, follow-through, and being dependable partners to both clients and each other. We take pride in creating an environment that is structured, supportive, and flexible. CEFO Advisors is proud to be named a 2025 Best Place to Work by the Albany Business Review, reflecting our commitment to a supportive and team-focused environment. Position Overview As a fractional CFO serving nonprofit organizations at CEFO Advisors, you will work with exciting mission-driven clients of varying sizes and complexity. You will manage client engagements and work directly with executive directors, finance committees, and boards to strengthen financial strategy, ensure compliance, and help organizations advance their missions with confidence. You will provide the forward-looking guidance leaders rely on to make informed, sustainable decisions. You must be based within 60 miles of Saratoga Springs, NY and able to commute to our offices and client sites as needed. Job Responsibilities • Review financial information and prepare client dashboards, • Provide regular strategic advice to executive directors and their leadership teams, • Review existing systems and recommend best practices to gain efficiency, • Manage internal and external accounting staff, • Prepare and/or review budgets, forecasts, and projection models, • Develop and maintain long-range financial plans and cash flow strategies, • Participate in client leadership, board, and finance committee meetings, • Develop banking relationships and support financing and lending needs, • Identify and correct existing client pain points, • Work hand in hand with clients to develop future strategic plans and milestones to success, • Prepare and analyze client assessment reports and manage implementation projects Nonprofit-Specific Responsibilities • Provide CFO-level oversight of fund accounting, including restricted vs. unrestricted funds, • Guide grant strategy, budgeting, compliance, and funder reporting across multiple funding streams, • Prepare board-ready financial packages and present financials to boards and finance committees, • Advise on cost allocation, reserve planning, and long-term financial sustainability, • Support audit readiness and coordinate with auditors and third-party CPA firms, • Ensure adherence to GAAP for nonprofit organizations and applicable regulatory requirements Who You Are • You are a strategic thinker who brings clarity and confidence to complex financial decisions, • You are driven by a genuine passion for helping mission-driven organizations succeed, • Organized is your middle name, and you believe in solutions, not problems, • You are willing to travel to clients throughout the Capital District, • You understand the balance and integration of finance, operations, and strategy, • You are willing to participate in and contribute to company-wide initiatives that strengthen our team and firm, • You approach everything with a "can-do" mindset, • You are consummate professional, and you do the right thing, always Qualifications • 15+ years of progressive experience in accounting and finance, culminating in CFO or executive-level financial leadership responsibility, • Minimum 5 years of experience working with nonprofit organizations, • Strong command of nonprofit GAAP, fund accounting, grant compliance, and board reporting, • Ability to coach, mentor, and lead accounting staff, • Advanced knowledge of Microsoft Excel required, • Experience with QuickBooks, Sage products, and similar ERP systems; ability to adapt quickly to various client systems, • Experience with new system implementation is a plus!, • CPA, MBA, or CMA a plus!, • Mix of public accounting and private/nonprofit experience preferred, • Exceptional interpersonal and client service skills, • Excellent written and verbal communication skills, • Confidentiality and promptness are of utmost importance, • Must be based within 60 miles of Albany, NY Compensation and Benefits • Competitive compensation, commensurate with experience, • Generous incentive program and annual bonuses based on company performance, • Paid time off, including your birthday, • 401(k) with company match, • Health, vision, and dental insurance, • Hybrid work environment, • Supportive and collaborative team culture CEFO Advisors is an Equal Opportunity Employer. We are committed to providing equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law. This position requires the completion of a background check due to state and federal compliance requirements.

To lead a retail banking branch team to deliver our mission to benefit every member, every time, every day.Responsible for in-branch member experience, team member development, branch operations, and achievement of team performance.Provide outstanding member service and dynamic leadership, while cre

Job DescriptionPRIVATE WEALTH MANAGERFull-Time/In-Person/ Capital Region Fusco Personnel is assisting a well-established independent financial services firm who is seeking an experienced Private Wealth Manager to serve as the primary advisor for high-net-worth individuals and families. This role is ideal for a relationship-driven professional who combines strong financial planning knowledge with exceptional client service and communication skills. The successful candidate will manage ongoing client relationships, provide comprehensive wealth planning guidance, and collaborate with internal and external professionals to deliver a high-touch client experience. Key Responsibilities: • Serve as the primary relationship manager for high-net-worth clients, • Develop and maintain comprehensive financial plans tailored to each client’s goals and evolving needs, • Advise clients on retirement planning, investment strategy, cash flow, tax-efficient planning, estate considerations, and risk management, • Coordinate with outside professionals including accountants, attorneys, and insurance specialists to support integrated planning strategies, • Collaborate with internal investment and operations teams to implement and monitor portfolio strategies, • Conduct client review meetings and provide proactive communication during market and life events, • Support business development efforts through referrals, networking, and relationship cultivation, • Maintain accurate client records and documentation within CRM and compliance systems Qualifications:, • Bachelor’s degree required; finance, business, economics, or related field preferred, • Minimum 3 years of experience in wealth management, financial advisory, private banking, or investment advisory services, • CFP® designation or progress toward advanced financial planning credentials strongly preferred, • Experience working with high-net-worth clients and sophisticated financial planning needs, • Strong understanding of investment management, retirement planning, tax-aware strategies, and fiduciary client service, • Familiarity with financial planning software, CRM platforms, and portfolio management systems preferred, • Excellent interpersonal, presentation, and relationship management skills Compensation & Benefits: Competitive base compensation with performance-based bonus opportunities, comprehensive health benefits, retirement plans, and professional development support including continuing education and licensing assistance. Salary: $90-120k Fusco Personnel takes great pride in successfully matching talent and culture for our valued clients. We accomplish this through the hard work and expertise of our exemplary specialty recruiters and staff. Whether you are contemplating your next career move, or you are seeking the key players to bring your business to the next level – consider contacting our experts. Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The Chief Compliance Officer provides strategic leadership and oversight for the compliance and regulatory functions of Nottingham Financial Group, the wealth management division of Community Bank. This role is responsible for the design, implementation, maintenance, and ongoing enhancement of a risk-based compliance program across the firm's broker-dealer, Registered Investment Adviser, Trust divisions, and related banking activities. The Chief Compliance Officer directly oversees Compliance staff, and has compliance oversight of associated persons, advisors and trust officers. The CCO works closely with executive management and key business partners to ensure regulatory requirements are translated into effective policies, procedures, controls, training, and governance practices. This position also serves as the primary liaison for regulatory matters and provides clear, actionable reporting on compliance risks, testing results, regulatory developments, and remediation efforts. Essential Job Duties and Responsibilities: • Lead and oversee the compliance and regulatory program for Nottingham Financial Group and affiliated wealth management entities within Community Bank., • Develop, implement, maintain, test, and enforce compliance policies, procedures, and supervisory controls designed to meet applicable regulatory requirements and firm standards., • Oversee and enhance the firm's Compliance Management System, including governance, regulatory change management, risk assessments, monitoring and testing, issue management, remediation tracking, and reporting., • Establish and maintain a risk-based compliance review program covering supervisory practices, advisor activity, sales practices, customer interactions, marketing, communications, complaints, conflicts of interest, outside business activities, and trading activity, including discretionary, brokerage, and managed accounts., • Interpret regulatory requirements and emerging developments and translate them into practical policies, procedures, controls, and training for the business., • Maintain and oversee required disclosure documents and regulatory filings, including Forms ADV, CRS, U4, privacy disclosures, and other applicable filings, ensuring accuracy, timeliness, and consistency with regulatory expectations., • Serve as the primary compliance liaison for the SEC, FINRA, and other applicable federal and state regulators, including management of examinations, audits, inquiries, and related remediation efforts, as well as providing support for compliance and risk personnel regulated by the OCC., • Provide compliance guidance to executive leadership on regulatory obligations, supervisory matters, complaint trends, conduct risk, and potential compliance issues., • Direct issue identification, root cause analysis, corrective action planning, and sustainable remediation of compliance findings, control gaps, and regulatory concerns., • Oversee due diligence and compliance review of third-party money managers, solicitors, vendors, and related service providers, including review of agreements and conflict considerations in coordination with Legal and business leadership., • Review and approve marketing materials, advertising, social media content, and other public-facing communications in accordance with applicable regulatory and firm standards., • Oversee review processes for employee communications, outside business activities, disclosures, and other supervisory matters, as appropriate., • Partner with Legal, Risk, Internal Audit, Operations, Technology, and business leadership to assess process flows, strengthen control design, and improve supervisory effectiveness., • Develop and deliver a comprehensive compliance training program for advisors, supervisors, managers, and staff, including onboarding and ongoing training on regulatory responsibilities, firm policies, complaint handling, and conduct expectations., • Prepare and deliver clear, actionable reporting to executive leadership and governance bodies regarding compliance risks, testing results, regulatory changes, examination activity, and remediation progress., • Work collaboratively with internal stakeholders and external consultants on current regulatory issues, conflict mitigation, customer agreements, and compliance program enhancements. Qualifications Education, Experience, Training and Skill Requirements: • Bachelor's degree required; advanced degree or relevant professional designation preferred., • Active securities and advisory registrations required, including Series 7, Series 24, and Series 65 or 66., • Minimum of 10 years of progressive compliance experience, including senior compliance leadership responsibilities within broker-dealer, investment adviser, banking, or affiliated wealth management environments., • Demonstrated experience interacting with and managing matters involving the SEC, FINRA, and other applicable regulators., • Strong knowledge of the Investment Advisers Act of 1940, federal securities laws, broker-dealer and investment adviser regulatory frameworks, and related supervisory obligations., • Experience designing, implementing, and enhancing compliance programs, including policies and procedures, monitoring and testing, regulatory change management, risk assessments, and issue remediation., • Strong understanding of current and emerging regulatory expectations affecting wealth management businesses, including advisory, brokerage, and related banking activities., • Proven ability to lead teams, influence executive leadership, and work effectively across Compliance, Legal, Risk, Audit, Operations, and business functions., • Excellent written, verbal, analytical, and governance reporting skills., • All applicants must be 18 years of age or older. Preferred Experience: • Experience overseeing compliance programs across multiple regulated entities or affiliated business lines., • Experience with governance reporting to senior leadership, committees, or boards., • Experience leading or supporting regulatory examinations and implementing corrective action plans., • Familiarity with bank-affiliated wealth management compliance considerations.

Job Description Hotels Position Summary The Corporate Director of Finance & Accounting is a key member of the leadership team responsible for leading the accounting and financial management functions for a growing hotel ownership, development, and management company. This individual will oversee all corporate and property-level accounting operations, financial reporting, budgeting, internal controls, payroll oversight, and compliance while serving as a strategic business partner to executive leadership and hotel operations. Salary Range: $130k-140k + Bonus + Full benefits + Relocation + 401k This position replaces the Company's outsourced accounting function and is responsible for building and maintaining a scalable accounting infrastructure that supports continued portfolio growth. The ideal candidate combines strong technical accounting expertise with hospitality industry knowledge, operational insight, and a continuous improvement mindset. Key Responsibilities: Financial Accounting & Reporting • Lead all corporate and property-level accounting functions., • Own the monthly, quarterly, and annual financial close process., • Prepare and review accurate and timely financial statements for all entities., • Perform and oversee monthly and year end bank account and balance sheet reconciliations., • Ensure integrity of the general ledger, chart of accounts, journal entries, fixed assets, prepaid expenses, accruals, and intercompany transactions., • Coordinate year-end financial reporting and support external accountants during tax preparation and annual reviews. Internal Controls & Accounting Governance • Develop, implement, and maintain strong accounting policies, internal controls, and Standard Operating Procedures (SOPs)., • Ensure compliance with GAAP, the Uniform System of Accounts for the Lodging Industry (USALI), company policies, and lender requirements., • Establish consistent accounting practices across all hotels and corporate entities., • Monitor financial risk and recommend process improvements to strengthen internal controls. Property Accounting & Operational Oversight • Oversee all property-level accounting activities and provide financial guidance to hotel General Managers, transforming GMs into experts about ‘the business of hotels.’, • Conduct periodic property visits to review accounting procedures, cash controls, bank audits, revenue reporting, payroll practices, status of hotel’s AR and compliance with company standards., • Ensure accurate accounting within hotel Property Management Systems (PMS) and related financial systems., • Partner with Operations to improve financial performance and operational efficiency. Budgeting, Forecasting & Financial Analysis • Lead the annual operating and capital budgeting process, which begins in August., • Prepare monthly financial forecasts and cash flow projections., • Analyze operating results, labor productivity, departmental expenses, and key hotel performance metrics., • Provide variance analysis comparing actual results to budget, forecast, prior year, and prior month., • Develop recommendations to improve profitability, cash flow, and return on investment. Payroll, Cash Management & Compliance • Oversee payroll processing and related accounting activities., • Monitor company cash flow, banking relationships, and working capital., • Oversee sales, use, occupancy, and other required tax filings., • Coordinate lender reporting, annual audits, insurance audits, and regulatory compliance requirements. Systems, Technology & Process Improvement • Oversee financial systems including accounting software, payroll systems, banking platforms, and hotel Property Management Systems., • Ensure proper integration between operational and financial systems., • Identify opportunities to automate processes, improve reporting, and increase efficiency., • Support implementation of financial technology and standardized reporting across the portfolio. Development, Capital Projects & Growth • Support accounting and financial reporting for new hotel developments, acquisitions, renovations, and capital projects., • Assist with due diligence for acquisitions and dispositions., • Develop accounting processes and reporting for newly opened or acquired hotels., • Maintain capital expenditure reporting and fixed asset records. Leadership. Team and Company Development • Supervise and mentor accounting personnel, including the Accounting Specialist., • Establish performance expectations and foster professional development., • Partner with property leadership to strengthen financial knowledge and accountability. Our objective here is to have each hotel become a highly functioning team., • Promote a culture of accuracy, integrity, collaboration, and continuous improvement throughout the organization. Qualifications: Education • Bachelor's degree in Accounting, Finance, or related field required., • CPA designation preferred. We would be willing to support a candidate to become a CPA. Experience • Minimum of 7–10 years of progressive accounting or finance leadership experience., • Multi-property hospitality accounting experience strongly preferred., • Experience with hotel ownership, management companies, or select-service hotel portfolios preferred., • Experience with budgeting, forecasting, payroll oversight, internal controls, and multi-entity accounting., • Experience supporting hotel development, acquisitions, or capital projects is a plus. Knowledge & Skills • Thorough knowledge of GAAP and USALI., • Strong understanding of hotel financial operations and property accounting., • Advanced Microsoft Excel and financial reporting skills., • Experience with hotel accounting systems, Property Management Systems (PMS), and payroll platforms., • Excellent analytical, organizational, and problem-solving abilities., • Strong written and verbal communication skills with the ability to present financial information to executive leadership. Leadership Competencies • Financial Stewardship, • Strategic Thinking, • Operational Partnership, • Process Improvement, • Accountability, • Integrity, • Leadership & Team Development, • Business Acumen, • Change Management Success Measures • Timely and accurate monthly financial reporting., • Accurate bank and balance sheet reconciliations., • Strong internal controls and documented accounting procedures., • Budget and forecast accuracy., • Effective cash flow management., • Payroll and tax compliance., • Successful support of hotel operations and executive leadership., • Continuous improvement of accounting systems and processes., • Development of a scalable accounting platform that supports the Company's continued growth. If you are interested in this exciting opportunity, please send your resume to Kevin Buck at kbuck@geckohospitality.com for immediate consideration.

Job Description Fractional Controller (Full-Time) - Nonprofit Focus | Client Advisory Services | Albany, NY CEFO Advisors is a growing advisory firm built on strong relationships, practical thinking, and a high standard of client service. For over 13 years, we've supported organizations across the region by providing steady, experienced financial leadership when they need it most. Our team is made up of professionals who value organization, follow-through and being dependable partners to both clients and each other. We take pride in creating an environment that is structured, supportive, and flexible. CEFO Advisors is proud to be named a 2025 Best Place to Work by the Albany Business Review, reflecting our commitment to a supportive and team-focused environment. Position Overview As a Controller serving nonprofit organizations at CEFO Advisors, you will showcase your value while supporting multiple mission-driven clients. You will partner closely with executive leadership teams, finance committees, and boards to strengthen financial visibility, ensure compliance, and build sustainable operational infrastructure. Managing accounting staff, improving workflows, strengthening internal controls, and bringing clarity to financial reporting are all part of the role. You'll collaborate with our CFO team to support strategic decision-making and help nonprofit leaders understand the financial roadmap needed to fulfill their missions. This role will also work with general business clients as needed. Job Responsibilities • Review financial information and data entry for accuracy and completeness, • Manage and complete the month-end close process, • Record recurring journal entries, including payroll and depreciation, • Reconcile balance sheet accounts, • Define and produce client-centric financial reports, • Develop and maintain 13-week cash flow forecasts, • Identify inefficiencies and implement accounting best practices, • Supervise and support CEFO staff and client staff, • Develop and refine workflow processes, • Support our CFOs with banking relationships and loan acquisition needs Nonprofit-Specific Responsibilities • Manage fund accounting structure, processes, and reporting, including restricted vs. unrestricted funds, • Support grant tracking, reporting, and compliance for existing grants and new applications, • Ensure compliance with filing deadlines, including annual reporting and required regulatory submissions, • Understand and manage sales tax exemption requirements, filings, and related compliance obligations, • Prepare financial reports for boards and finance committees, • Assist with audit preparation and auditor coordination, • Ensure adherence to GAAP for nonprofit accounting, • Provide support to third-party CPA firms as needed Who You Are • You are driven by your passion for helping others, • You love numbers and working to bring clarity to clients, • You live to ensure details drive the reliability of financial information, • Organized is your middle name, • You believe in solutions and persevere, • You are willing to travel to clients throughout the Capital District, • You understand the balance between finance, operations, and mission-driven work, • You approach everything with a "can-do" mindset, • You are a consummate professional, and you do the right thing, always, • You're motivated by helping organizations make a meaningful impact Qualifications • 5+ years of experience in a Controller or comparable senior-level financial role, • Demonstrated experience working with nonprofit organizations required, • Strong understanding of nonprofit GAAP/fund accounting, • Working knowledge of nonprofit compliance, including filing deadlines and sales tax obligations, • Experience supporting audits, grant reporting, and preparing board financials, • Ability and acumen to coach and mentor staff, • Ability to manage multiple clients and balance priorities, • Advanced knowledge of Microsoft Excel required, • Experience working with QuickBooks, Sage products, and other ERP systems; ability to adapt quickly to various client systems, • Experience with system implementation is a plus!, • Strong technology skills and comfort with modern cloud-based tools, • CPA is a plus!, • Exceptional interpersonal and client service skills, • Excellent written and verbal communication skills, • Confidentiality and promptness are of utmost importance, • Must be based within 60 miles of Albany, NY Compensation and Benefits • Competitive hourly rate, commensurate with experience, • Generous incentive program and annual bonuses based on company performance, • Employee referral program, • Paid time off, including your birthday, • 401(k) with company match, • Health, vision, and dental insurance, • Hybrid work environment, • Opportunity for professional development, • Supportive and collaborative team culture CEFO Advisors is an Equal Opportunity Employer. We are committed to providing equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law. This position requires the completion of a background check due to state and federal compliance requirements. Job Posted by ApplicantPro

Job DescriptionCompany Description Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation’s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally. At Key we’ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we’re committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day. Job Description Location: 475 Albany Shaker Road - Loudonville, New York 12211 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to branch team on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures, and timely completion of branch operational tasks. The Branch Manager leads his/her team through consistent execution of the Branch Playbook to deliver on Branch Goals. The Branch Manager has a strong focus on acquiring and growing small business relationships and will serve as a market leader in the local community and/or designated business area. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially, • Engages in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers; Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business, • Accountable for growing the business through retention, expansion, and acquisition tactics, and for leading Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations., • Leads and develops the branch team, ensuring understanding of Key’s products and services, Key’s sales and service process and the competitive landscape, while instilling Key’s vision and values with branch team, • Facilitate strong partnerships within branch team and with line of business partners, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs, • Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates - while ensuring appropriate area staffing coverage by deploying teammates to other branches as needed, • Deliver a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, utilization of training tools, all leveraging our culture of reward and recognition, • Provide guidance and direction to branch team to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks, • Work on Saturdays as directed by management., • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice, • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key. Education • High School Diploma , GED, or equivalent experience (required), • Bachelor's Degree (preferred) Work Experience • Minimum of 3 years of experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team. (required), • Minimum of 3 years of demonstrated small business deposit/credit experience and familiarity with small business operations (required), • General understanding of financial statements and concepts (required), • Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports (required), • Demonstrated ability to leverage Centers of Influence (COIs) to further promote business (required), • Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals (required), • Demonstrated ability to effectively communicate and possess strong public speaking skills (required) Licenses and Certifications • Notary License (preferred) Skills • Lead by example and ensure consistent delivery of distinctive service for all clients; Develop the skills and confidences required of a high-performing team and profitably grow the business through enduring client relationships., • Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions., • Leads Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts., • Champions and fosters a culture that embraces change and continuous improvement and aligns change initiatives with the best of present organizational values, strategic intent, and practices; keeps focus on the desired end state while acknowledging the human impact., • Strong work ethic and high level of integrity., • Excellent time management skills with ability to lead team through multiple priorities., • Provide guidance and support to their teams; conduct regular coaching sessions and develop individual development plans., • Building and maintaining strong connections and interactions with clients, partners, and other stakeholders to acquire new clients, retain existing ones, and foster trust and loyalty., • Leading, developing, and supporting teammates through recruiting, training, performance management, and creating a positive work environment to ensure team alignment with the bank's goals., • Identifying and pursuing opportunities to grow the bank's sales by researching market trends, developing sales strategies, and implementing initiatives to attract new clients and expand existing relationships., • Implementing strategies and actions to grow the bank's market presence and client base by identifying new markets, developing new products or services, and expanding existing ones., • Collaborating with other businesses or organizations to achieve mutual goals by identifying potential partners, negotiating agreements, and managing ongoing relationships., • Managing the day-to-day activities required to run a bank branch efficiently, including overseeing transactions, ensuring compliance with regulations, maintaining security measures, and keeping accurate records., • Branch managers often need to make important decisions regarding client complaints, teammate conflicts, and business operations, • Identifying and assessing potential risks in projects or tasks is crucial, especially when overseeing large sums of money, • Strong leadership skills are essential for motivating and guiding teammates effectively, • The ability to encourage and inspire the team to achieve company goals and improve productivity, • Managing budgets, analyzing performance, and making informed decisions based on financial data, • Tackling unexpected challenges and improving branch operations, • Setting long-term goals and identifying opportunities for growth Core Competencies • All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct. Physical Demands • Consumer Retail Management - Ability to communicate face to face and on the phone with clients, frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. Travel • Occasional travel to include overnight stay. Driving Requirements • Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category • Branch #INDBM COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 01/08/2027 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations. Additional Information All your information will be kept confidential according to EEO guidelines.

Job DescriptionDescription: GENERAL OVERVIEW The Commercial Loan Officer position is a multifaceted and demanding role that requires a blend of financial acumen, sales ability, relationship management, and regulatory compliance. Commercial LOs are central to the credit union’s commercial lending operations, driving business growth while managing risk and ensuring member satisfaction. The position offers opportunities for professional development for individuals who excel in both the technical and interpersonal aspects of the job. This individual is expected to foster a positive sales environment by educating business members about CU’s products and services, while cross-selling additional commercial offerings. DUTIES AND RESPONSIBILITIES • Establish and sustain successful business member relationships that maximize: the sales and revenue of loans, commercial deposits, and products/services from the credit union., • Develop and negotiate terms of credit, including interest rates, loan structure, and collateral requirements, ensuring alignment with both the borrower’s needs and the credit union’s risk appetite., • Independently and strategically target the local business market to build awareness, brand image, credibility and new business for the credit union that encompasses all of the financial services we offer., • Utilize discretion and independent judgment to research and recommend products and services which will strengthen and increase business penetration as well as presence in the credit union’s community., • Independently create and engage in networking opportunities by scheduling and coordinating business appointments and visits. Participation in community and professional organizations is encouraged to increase the credit union’s visibility and create new business opportunities., • Duties are generally performed in an office environment but also will require travel to other credit union facilities and business related functions within the local community., • Prepare weekly & monthly progress reports., • Conduct seminars for existing and prospective business members., • Contribute to efficient credit union operations by performing other related duties as assigned. Reports To: Manager of Commercial Lending Work Schedule: Monday-Friday, 8:15am-5pm Requirements: • Two to five years financial or business lending experience required., • Bachelor’s degree required., • Must be self-directed, motivated, organized, detail oriented and possess excellent oral & written presentation skills., • Must have a demonstrable record in establishing new business lending/banking relationships and achieving annual goals., • Must be able to work independently with limited supervision and in a team environment., • Must be proficient in analyzing and reporting on financial data, both verbally and in written form, is essential., • Must be proficient in Microsoft Office applications, including Word, Excel, and Outlook.

Job Description Fractional Controller (Full-Time) - Construction Industry Focus | Client Advisory Services | Albany, NY CEFO Advisors is a growing advisory firm built on strong relationships, practical thinking, and a high standard of client service. For over 13 years, we've supported organizations across the region by providing steady, experienced financial leadership when they need it most. Our team is made up of professionals who value organization, follow-through and being dependable partners to both clients and each other. We take pride in creating an environment that is structured, supportive, and flexible. CEFO Advisors is proud to be named a 2025 Best Place to Work by the Albany Business Review, reflecting our commitment to a supportive and team-focused environment. Position Overview As a Controller serving construction clients at CEFO Advisors, you will showcase your value while supporting multiple clients across the building and contracting space. You will partner closely with owners and project leaders to strengthen financial visibility, tighten job-level profitability, and build dependable operational infrastructure. Managing accounting staff, improving workflows, strengthening internal controls, and bringing clarity to financial reporting are all part of the role. You'll collaborate with our CFO team to support strategic decision-making and help construction leaders understand the financial roadmap needed to run and grow a great business. This role will also work with general business clients as needed. Job Responsibilities • Review financial information and data entry for accuracy and completeness, • Manage and complete the month-end close process, • Record recurring journal entries, including payroll and depreciation, • Reconcile balance sheet accounts, • Define and produce client-centric financial reports, • Develop and maintain 13-week cash flow forecasts, • Identify inefficiencies and implement accounting best practices, • Supervise and support CEFO staff and client staff, • Develop and refine workflow processes, • Support our CFOs with banking, bonding, and insurance relationships, • Identify and correct existing pain points and help clients build future strategic plans and milestones Construction-Specific Responsibilities • Own job costing across labor, materials, equipment, and subcontractor costs, ensuring accurate project-level tracking, • Manage contract accounting, including percentage-of-completion and completed contract methods, work-in-progress (WIP) schedules, over/under billings, and revenue recognition, • Track change orders, retainage, and committed costs against budgets, • Produce job profitability reporting and cost-to-complete analysis for project stakeholders, • Support billing tied to project milestones, AIA-style progress billing, and lien waiver coordination, • Partner with project managers to reconcile estimated vs. actual costs, • Coordinate workers' compensation, insurance, and labor union audits, • Understand union payroll including prevailing wage and certified payroll Who You Are • You love numbers and working to bring clarity to clients, • You live to ensure details drive the reliability of financial information, • Organized is your middle name, • You believe in solutions and persevere, • You are willing to travel to clients throughout the Capital District (this role requires the candidate to be located within 60 miles of Albany, NY), • You understand the balance between finance, operations, and the realities of running projects, • You approach everything with a "can-do" mindset, • You are a consummate professional, and you do the right thing, always Qualifications • 5+ years of experience in a Controller or comparable senior-level financial role, • Demonstrated experience supporting construction or contractor clients required, • Strong command of job costing and contract accounting (POC, WIP, retainage), • Ability and acumen to coach and mentor staff, • Ability to manage multiple clients and balance priorities, • Advanced knowledge of Microsoft Excel required, • Experience working with QuickBooks, Sage products, and other ERP systems; ability to adapt quickly to various client systems, • Experience with system implementation is a plus!, • Strong technology skills and comfort with modern cloud-based tools, • CPA is a plus!, • Exceptional interpersonal and client service skills, • Excellent written and verbal communication skills, • Confidentiality and promptness are of utmost importance, • Must be based within 60 miles of Albany, NY Compensation and Benefits • Competitive hourly rate, commensurate with experience, • Generous incentive program and annual bonuses based on company performance, • Employee referral program, • Paid time off, including your birthday, • 401(k) with company match, • Health, vision, and dental insurance, • Hybrid work environment, • Opportunity for professional development, • Supportive and collaborative team culture CEFO Advisors is an Equal Opportunity Employer. We are committed to providing equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law. This position requires the completion of a background check due to state and federal compliance requirements. Job Posted by ApplicantPro

Job Description Overview Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A strategic leader responsible for advancing enterprise-wide revenue performance through data-driven insights, referral optimization, and commercial performance governance. This role serves as the central driver of a disciplined, analytics-led sales culture—integrating referral strategy, performance measurement, and incentive alignment to improve cross-line-of-business collaboration, increase conversion outcomes, and accelerate revenue growth. The position owns the Community Connect referral platform and partners across business lines, Finance, HR, and leadership teams to deliver actionable insights, enhance sales effectiveness, and align performance with strategic objectives. Essential Duties: Enterprise Referral Strategy & Sales Enablement • Serve as the business owner for the Community Connect program, positioning it as a core driver of revenue growth and cross-line-of-business collaboration., • Lead the strategy and execution of referral initiatives across Community Bank, BPAS, OneGroup, and Nottingham Financial Group., • Enable frontline teams and Regional Business Partners with tools, insights, and best practices to drive pipeline activity and referral conversion., • Identify and scale successful referral behaviors through structured communication, playbooks, and success storytelling., • Facilitate alignment across business lines on priority opportunities, client strategies, and coordinated go-to-market execution. Referral Platform Governance & Optimization • Own the end-to-end referral platform, including workflows, data standards, governance, and system enhancements., • Establish and enforce consistent processes for referral quality, ownership, routing, and service-level expectations., • Drive platform adoption, user engagement, and data integrity through ongoing monitoring and targeted interventions., • Partner with Technology and Operations to enhance system functionality, improve user experience, and expand CRM integration., • Continuously optimize referral processes to improve speed, efficiency, and conversion performance. Revenue Analytics & Performance Insights • Develop and deliver enterprise-wide reporting and dashboards that provide clear visibility into pipeline health, referral activity, and revenue contribution., • Monitor and analyze key performance indicators, including referral volume, conversion rates, cross-sell effectiveness, and line-of-business collaboration., • Translate complex data into actionable insights that inform sales strategy, resource allocation, and performance improvement initiatives., • Identify trends, coverage gaps, and growth opportunities to support proactive decision-making., • Expand self-service reporting capabilities and data visualization tools for business partners and leadership. Commercial Performance Management & Incentive Governance • Lead the design, governance, and execution of Commercial Banking scorecards and performance measurement frameworks., • Ensure consistency and integrity in metrics, data sources, and methodologies across regions and segments., • Oversee end-to-end performance reporting, including validation, audit readiness, and transparency of incentive outcomes., • Partner with Finance and HR to align incentive plans with strategic objectives, regulatory expectations, and business performance., • Deliver executive-level insights that clearly connect performance results to incentive outcomes and behavioral drivers. Stakeholder Engagement & Change Leadership • Build strong, trusted relationships across business lines to drive alignment, adoption, and sustained engagement., • Lead enterprise communication efforts related to revenue performance, referral outcomes, and strategic priorities., • Support complex, multi-line-of-business client opportunities through coordination and internal alignment., • Design and implement recognition programs that reinforce collaboration, accountability, and high-performance behaviors., • Act as a catalyst for cultural transformation toward a more data-driven, performance-focused sales organization. Ancillary Duties: As an integral member of CFSI, this position is responsible to provide assistance wherever necessary to help the Company in achieving our goals. Qualifications Education and Training: • Bachelor’s degree in Business, Finance, Analytics, or a related field. Experience: • All applicants must be 18 years of age or older., • 8–12+ years of experience in Commercial Banking, Sales Strategy, Analytics, or Business/Program Management., • Demonstrated success leading cross-functional initiatives across multiple business lines., • Experience with CRM systems, referral platforms, and performance or incentive analytics., • Proven track record delivering executive-level reporting and actionable performance insights. Skills & Competencies: • Strong strategic thinking with the ability to translate data into business outcomes., • Exceptional stakeholder management and influence across senior leadership and frontline teams., • Advanced analytical and problem-solving capabilities., • Excellent communication skills, including executive presentations and storytelling with data., • High proficiency in Microsoft Excel, PowerPoint, and reporting tools; experience with data visualization platforms preferred., • Strong attention to detail, governance discipline, and ability to manage multiple priorities., • Results-oriented mindset focused on revenue growth, performance improvement, and client outcomes., • Understanding of data governance, internal controls, and regulatory considerations. Success Measures: • Increased referral volume, engagement, and revenue contribution across the enterprise, • Improved conversion rates, pipeline visibility, and referral cycle times, • Strengthened cross-line-of-business collaboration and opportunity generation, • High confidence in scorecard accuracy, performance reporting, and incentive transparency, • Enhanced executive visibility into key revenue drivers through actionable analytics, • Sustained adoption and effectiveness of Community Connect as a strategic sales tool, • Measurable improvements in sales effectiveness and performance culture

Job Description *Part-Time, Full-Time, Remote, On-Site, and Hybrid Opportunities Available Diversify and accelerate your work experience, elevate your career marketability, and increase your earnings with ProNexus. Visit our Career Page to learn more about how ProNexus can be a great steppingstone at any stage of your career. ProNexus, LLC is seeking Finance Managers to join our Firm. Joining ProNexus offers the opportunity to work with diverse clients and tackle challenging projects that will expand your skills and expertise in the field of accounting and finance. Enjoy the freedom and flexibility to choose your engagements, manage your workload and control your work life balance. If you are a motivated and dedicated professional looking for a rewarding career opportunity, we encourage you to apply and become part of our team. Attributes of our consultants include: commitment to unparalleled client service, adept at navigating complex and dynamic scenarios, possessing strong communication acumen, and proficient in problem-solving, execution, and knowledge transfer. Skilled in multitasking to efficiently meet diverse demands of our clients. To apply, please submit your resume and cover letter to Sarah Shaffer. If you would like to get a head start to make it through our process we encourage you to complete our Preliminary Questionnaire on our website. We look forward to hearing from you! About the Role ProNexus is looking for Finance Managers to oversee financial activities, manage financial resources, and provide strategic financial guidance to our clients. Reporting to the Director of Finance or Chief Financial Officer (CFO), the Finance Manager plays a crucial role in financial planning, analysis, reporting, and decision-making to support the organization's objectives and ensure financial stability. Key Responsibilities: • Financial Planning and Analysis:, • Lead the development and implementation of financial planning processes, including budgeting, forecasting, and long-term financial planning., • Conduct financial analysis, variance analysis, and performance tracking to assess business performance and identify areas for improvement., • Provide insights and recommendations to senior management based on financial analysis and market trends., • Budgeting and Forecasting:, • Coordinate the annual budgeting process, working closely with department heads and senior management to develop accurate and achievable budgets., • Prepare monthly, quarterly, and annual forecasts based on historical data, market trends, and business drivers., • Monitor actual financial performance against budget and forecast, analyzing variances and providing explanations and recommendations., • Financial Reporting and Compliance:, • Oversee the preparation and analysis of financial reports, including monthly financial statements, management reports, and regulatory filings., • Ensure compliance with regulatory requirements, accounting standards, and internal controls., • Coordinate with auditors and regulatory authorities as needed to support audits and ensure compliance., • Cash Management and Treasury:, • Manage cash flow, liquidity, and working capital to ensure sufficient funds for operations and strategic initiatives., • Develop and implement cash management strategies, including investment strategies, debt management, and financing arrangements., • Monitor banking relationships, credit facilities, and compliance with debt covenants., • Financial Systems and Process Improvement:, • Evaluate and optimize financial systems, processes, and controls to improve efficiency, accuracy, and effectiveness., • Identify opportunities for process improvement, automation, and streamlining within the finance function., • Implement best practices and procedures to ensure the integrity of financial data and enhance financial operations., • Stakeholder Communication and Relationship Management:, • Build and maintain strong relationships with internal stakeholders, including senior management, department heads, and finance team members., • Communicate financial performance, strategies, and risks effectively to stakeholders, providing transparency and clarity., • Collaborate with cross-functional teams, including operations, sales, and marketing, to support business initiatives and achieve financial goals. Qualifications: • Bachelor's degree in Finance, Accounting, Business Administration, or related field (Master's degree or MBA preferred)., • CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) designation preferred., • Minimum 5+ years of experience in finance roles, with demonstrated success in financial planning, analysis, and reporting. please note ProNexus welcomes anyone including those that have 25+ years of experience that is willing to be hands on to perform the scope of the work required., • Strong understanding of financial principles, accounting standards, and regulatory requirements., • Proficiency in financial modeling, budgeting, forecasting, and financial analysis., • Excellent analytical, problem-solving, and decision-making skills., • Exceptional communication, interpersonal, and leadership skills., • Ability to manage multiple priorities and meet deadlines in a fast-paced environment., • Experience with ERP systems and financial software preferred., • Experience in a customer service role / client facing, public accounting, consulting or advisory roles is advantageous. The role of a Finance Manager requires a combination of technical expertise, strategic thinking, leadership capabilities, and effective communication skills to drive financial performance, support business objectives, and ensure financial stability within the organization. About ProNexus ProNexus is a professional services firm that delivers business solutions and consulting services to help companies manage and execute their finance, accounting, and IT projects and initiatives. At ProNexus, our consultants and project professionals have an average of 7-20 plus years of experience and they bring a higher degree of competency, quality, and productivity at a more competitive value than other traditional consulting and Big 4 firms. ProNexus is an equal opportunity employer and values diversity in the workplace. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, age, marital status, veteran status, or disability status. To apply, please submit your resume and cover letter to Sarah Shaffer. If you would like to get a head start to make it through our process we encourage you to complete our Preliminary Questionnaire on our website. We look forward to hearing from you!

Job DescriptionDescription: First New York Federal Credit Union is strengthening its governance and assurance framework by establishing an in-house Chief Audit Executive (CAE). The CAE is the senior leader responsible for building and directing an independent, risk-based internal audit function that provides objective assurance over governance, risk management, internal controls, regulatory readiness, and the effectiveness of key programs and processes. The CAE reports functionally to the Supervisory Committee to preserve independence and objectivity, with an administrative reporting line to the President/CEO. The role serves as a trusted advisor to the Supervisory Committee and executive leadership while maintaining the independence required to evaluate management practices, controls, and remediation efforts. The ideal candidate combines strong audit judgment, financial-services and regulatory knowledge, executive presence, and the ability to build a practical, disciplined audit program in a lean environment. This leader will coordinate internal and external assurance activities, expand audit coverage, track issues through closure, and provide clear, actionable insights to the Supervisory Committee and management. Duties & Responsibilities Internal Audit Strategy, Independence, and Governance • Develop, maintain, and execute a risk-based internal audit plan aligned with the credit union’s risk profile, strategic priorities, regulatory expectations, and Supervisory Committee oversight responsibilities., • Establish the internal audit charter, methodology, quality standards, documentation practices, and reporting protocols, subject to Supervisory Committee approval., • Maintain organizational independence and objectivity, including direct and unrestricted access to the Supervisory Committee, records, personnel, systems, and physical properties relevant to audit work., • Provide independent assessments of the design and operating effectiveness of internal controls, governance practices, and risk management processes., • Escalate significant control weaknesses, overdue remediation, emerging risks, and matters requiring Supervisory Committee attention. Audit Planning and Execution • Lead or oversee financial, operational, compliance, information technology, lending, vendor management, business banking, and other risk-based audits., • Expand audit coverage in areas that may receive limited review, including commercial lending, broader lending activities, vendor management, business banking, and third-party service providers., • Coordinate audits of key third parties and specialized programs, including Netbank and CUBG, as applicable., • Assess audit findings, identify root causes and recurring themes, and develop clear recommendations that are proportionate to risk., • Use internal resources, co-sourced providers, or subject-matter specialists as appropriate to deliver the approved audit plan. Regulatory Examinations and External Assurance Coordination • Serve as the primary internal audit liaison for NCUA examinations and support examination readiness, information coordination, management communication, issue tracking, and response preparation., • Coordinate the annual financial statement audit and other external audits, including planning, information requests, status reporting, and follow-up., • Lead or support requests for proposals and the evaluation of external audit and specialized assurance providers., • Promote coordinated assurance and reduce unnecessary duplication among internal audit, risk management, compliance, external auditors, and regulators while preserving each function’s responsibilities and independence. Issue Management, Monitoring, and Trend Analysis • Establish and maintain a centralized process to track management responses and corrective actions arising from internal audits, external audits, and regulatory examinations through validated closure., • Report the status, aging, risk, and recurrence of open findings to management and the Supervisory Committee., • Identify and communicate trends in control performance, audit results, and emerging risk indicators., • Present relevant analysis of delinquency, charge-offs, watchlist loans, and other credit-risk indicators to support Supervisory Committee oversight., • Coordinate member complaint reporting on behalf of the Supervisory Committee, including consistent reporting and escalation of material themes. Supervisory Committee Support and Executive Communication • Coordinate and support Supervisory Committee meetings, including agendas, materials, presentations, minutes or action-item follow-up, and communication with presenters and advisors., • Provide clear, concise, and timely audit reports and executive-level presentations that distinguish facts, risk implications, root causes, and recommended actions., • Advise the Supervisory Committee on the adequacy of audit coverage, the independence and performance of the internal audit function, and significant governance or control matters., • Build constructive relationships across the organization while preserving the professional skepticism, confidentiality, and independence required of the role., • Communicate effectively with regulators, external auditors, executive management, and the Board or Board committees, as appropriate. Internal Audit Function Development • Build a scalable internal audit operating model, including annual planning, resource allocation, audit universe development, risk assessment, engagement supervision, reporting, and follow-up., • Evaluate and recommend appropriate audit technology, data analytics, and continuous monitoring capabilities., • Develop the future staffing, co-sourcing, and capability roadmap for the internal audit function as organizational needs mature., • Establish a quality assurance and improvement program and periodically assess the function against applicable professional standards and regulatory expectations., • Promote a culture of accountability, continuous improvement, ethical conduct, and sound risk management.Requirements:, • Bachelor’s degree in accounting, finance, business administration, information systems, risk management, or a related field., • At least 8 years of progressive experience in internal audit, external audit, risk, compliance, accounting, or a related assurance discipline, including significant experience leading complex audits or an audit program., • Demonstrated knowledge of risk-based auditing, internal controls, governance, issue validation, and audit reporting., • Experience in financial services or another highly regulated industry, with the ability to interpret regulatory expectations and translate them into practical audit coverage., • Executive-level communication skills and the judgment to present sensitive or complex matters clearly, objectively, and constructively., • Demonstrated ability to work independently, manage multiple priorities, and build structure in a lean environment., • High standards of integrity, discretion, professional skepticism, and confidentiality. Preferred Qualifications • Experience with credit unions, banks, lending, commercial lending, vendor management, and financial statement audits., • Professional certification such as Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), or Certified Regulatory Compliance Manager (CRCM)., • Experience serving as a chief audit executive, audit director, audit manager, or equivalent leader with direct interaction with a board, audit committee, or supervisory committee., • Knowledge of NCUA regulations, examination practices, and credit union operations., • Experience with audit management systems, data analytics, continuous auditing, or technology-enabled control testing., • Master’s degree in a relevant field. Core Leadership Competencies • Independence and sound judgment, • Enterprise risk perspective, • Executive presence and clear communication, • Professional skepticism and analytical rigor, • Collaboration without compromising objectivity, • Planning, prioritization, and disciplined follow-through, • Change leadership and function building

Job DescriptionDescription: This incumbent works under the direct supervision of the Operations Manager. Serves as a subject matter expert related to all debit and credit card, transaction processing. Will remain proficient in business operations, core system and related third party service provider systems and interfaces including card processing. Will remain abreast of payments systems and trends. Duties & Responsibilities • Serve as a subject matter expert for all card related activities including card products, card creation, and maintenance. Responsible for accessing monthly reports and documenting trends., • Assist in preparing the Quarterly Visa Operating Certificate., • Responsible for balancing back-office cycle of daily share draft clearing, including posting of share drafts and share draft rejects, balancing appropriate general ledger accounts and miscellaneous adjustments both to member accounts and general ledger accounts. Communicate with vendor and members as needed to resolve outstanding issues., • Responsible for reviewing and processing member and business member checks deposited via Remote Deposit Capture including ITM/ATM, Mobile RDC and Desktop RDC. Checks to be reviewed for proper endorsements, dates, deposit amount accuracy, image quality, etc. Additionally, checks reviewed to determine potential un-collectability and to place extended holds on suspect deposits per REG CC hold guidelines., • Responsible for balancing back-office cycle of daily ACH processing, including posting of ACH transactions and ACH exceptions, balancing appropriate general ledger accounts and miscellaneous adjustments to member accounts, business accounts and general ledger accounts. Communicate with vendors and members as needed to resolve outstanding issues., • Assist in uploading and releasing daily ACH files for consumers and businesses., • Maintains member payrolls and payroll allocations as assigned. Posts and balance checks received for Payroll. Reconcile the appropriate GL. Set up recurring payroll deductions within member accounts, • Process, track and report of monthly IRS Backup Withholding & IRA Withholdings., • Participates in the annual Abandoned Property process., • Assists with any support requests from members and any required research giving excellent member service a top priority., • Provide top quality and timely support to front office staff as requests arise throughout the day., • Process domestic and international wires ensuring a secure source of funds and OFAC compliance. Balancing appropriate General Ledger accounts. Communicate with vendors as needed to resolve outstanding issues., • Review various department reports for data integrity and accuracy. Perform file maintenance when necessary to ensure system retains current and accurate information., • Processes stop payments of credit union checks as initiated by the Accounting Department or via a member submitted Lost\Stolen Affidavit Form., • Processes all branch cash orders and submits Coin & Currency order to the Federal Reserve Bank., • Securely files daily work, and back office reports and ensures proper retention of documentation., • Processes monthly outstanding (OLDO) teller checks and money orders making the appropriate General Ledger entries., • Acts as backup for other Operations Department personnel., • Employ risk mitigation strategies when performing daily transaction processing and reviewing member account activity. Use personal knowledge base to identify possible high-risk entries and report information to Manager of Fraud for review., • Keeps written procedures for assigned tasks updated and current, and make recommendations to management for changes., • Securely stores all tokens, digital certificates and user information assigned to facilitate specialized authority or access. Immediately report the loss or exposure of information to a Management Team Member., • Must be familiar with credit union policies, procedures and regulations pertaining to transaction processing., • Attend training sessions and/or webinars to stay current with new policies, procedures and regulations., • Ensures member information is kept confidential and properly secured at all times., • Work with vendors to ensure the best possible service to the membership., • Escalate to management, any issues of concern including member dissatisfaction, potential fraud, processing disruptions, potential financial loss., • Assist the Business Operations Department in creating and maintaining Business Online Banking profiles, including service module access and limits., • Performs other related duties as assigned.Requirements:, • Must be a high school graduate or have GED equivalent., • Experience working with debit and credit cards and payment systems required, • Financial institution experience required., • Ability to interpret and explain credit union transactions posted to member accounts., • Ability to interpret computer generated reports., • Must be proficient in both Word and Excel., • Must have strong written and oral communication skills., • Strong math/computer skills/data entry. Work Schedule Monday - Friday 8:15am - 5:00pm Work Location Fully On-Site

This position plays a pivotal role in the execution of Beacon Bank & Trust's credit risk monitoring, analysis, and reporting programs. A Credit Risk Analyst II in the Reporting and Analytics group will be hands-on in supporting and enhancing the Bank's credit risk management and reporting capabilities. This role will leverage the analyst's proficiency in data, systems, and reporting tools combined with their practical knowledge of credit risk management principles. A successful analyst will be a solution driven, intellectually curious self-starter who is proficient in accomplishing concurrent objectives. This individual should possess analytical skills, while consistently demonstrating a high degree of flexibility, teamwork, efficiency, and commitment to excellence and continuous improvement. This position necessitates attention to detail and effective communication skills to all levels of management. Key Accountabilities: • Utilizes analytical tools such as Excel, Python, R, and/or SQL to execute and maintain reporting that provides key stakeholders timely and actionable insights on the credit risk in the portfolio., • Executes established reporting procedures and analytics activities on schedule., • Ability to provide underlying data and analytical support for key portfolio monitoring programs., • Ability to assist senior staff in preparation of custom reporting on short timelines., • Works collaboratively with other teams in Credit Risk Analytics and throughout the bank (e.g., Finance, Commercial Lending, Enterprise Analytics, etc.) as they relate to the Bank's credit risk data., • Ability to work with senior analysts to identify, research, and resolve any inconsistencies in the Bank's data to support the Bank's Data Governance Program in maintaining a high data quality standard, including working with servicing to process any updates., • Develops an active knowledge of the Bank's portfolio and credit metrics to identify outliers in data, reports, etc., • Develops an understanding of SOX and audit requirements around reporting that is used by the Bank to make key decisions and for inclusion in the Bank's financial reporting., • Assists with new employee onboarding and training., • Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Education: • Bachelor's degree required. Master's preferred. Experience: • 2 + years of financial analysis or related reporting work at a financial institution; preferably with experience in Credit Risk Management, Credit Administration, Lending, Loan Review, Loan Operations, or other relevant experience. Skills & Knowledge: • Strong Excel skills with proficiency in standard Microsoft Office products., • Working knowledge of Power BI, Python, R, and/or SQL., • Strong analytical skills, with attention to detail and accuracy., • Excellent communication and interpersonal skills, both written and verbal., • Understanding of Credit Risk Fundamentals, • Experience working with regulators and/or external auditors is a plus., • Familiarity with FIS loan accounting system is a plus., • Certifications such as Risk Management Associate (RMA), Credit Risk Certification (CRC), Certified Internal Auditor (CIA), Project Management Professional (PMP), Financial Risk Manager (FRM), or similar relevant certification(s) a plus Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.

Job DescriptionThe Salvation Army's Adult Rehabilitation Centers make a difference in people's lives. Through the collection and resale of gently used goods we are able to provide the financial support to assist men and women with a variety of social and spiritual afflictions. The in-residence rehabilitation program focuses on basic necessities with every man or woman being provided a clean and healthy living environment, good food, work therapy, leisure time activities, group and individual counseling, and spiritual direction. All our effort is focused on developing life skills and a personal relationship with God through Jesus Christ. More than just a job, each member of the team contributes to recycling goods that literally recycle and repair broken lives. The Salvation Army Adult Rehabilitation Center is seeking an Assistant Store Manager to assist the Store Manager with managing store operations and in supervision of store personnel. Duties and Responsibilities: • Assist in creating a pleasant and hospitable work environment and maintain good customer relationships., • Be well-versed in and ensure compliance to accounting, employee, and store policies., • Assist the manager in meeting sales, production, and expense budget goals maintaining a profitable operation., • Ensure that all production is taken from the back room and properly displayed on the sales floor., • Receive applications and participate in interviewing applicants as needed., • Assist in training, direction, and supervision of new personnel along with retraining for all personnel, as necessary., • Assist, as required, in conducting regular evaluations of store personnel, identifying performance strengths and areas for development., • Assist in scheduling of sales associates (and unpaid staff) to ensure full coverage in store at all times. In the absence of the manager, post weekly work schedules for all store personnel. Schedule must include assignment, breaks, vacation, etc., • Assist in completion of payroll information biweekly for all store personnel noting signatures, absenteeism, overtime, etc. Submit to finance department as requested., • In the absence of the manager, responsible to order merchandise to ensure that the store is well stocked, and all merchandise is “ragged out” and colorized in accordance with the ARC Command Rag Out Calendar., • Responsible for the proper accounting and banking of cash receipts as per “Safekeeping of Salvation Army Funds” policy., • Ensure that all paperwork and sales reports are filled out completely and forwarded to the finance department daily., • In the absence of the manager, attend manager meetings and keep store personnel informed of new policies and directives., • Ensure that all safety measures are consistent with The Salvation Army policy and Government regulations and hold staff accountable for compliance. Report safety hazards, property damage and personal injuries to Administrator, Store Supervisor, or designee., • May be asked to fill in at other store locations., • This position will support the work therapy program component of The Salvation Army Adult Rehabilitation Centers by providing beneficiaries with an example of professional conduct and work habits., • Other duties as assigned by immediate supervisor and/or Administrator. Qualifications: • High school diploma or equivalent., • Experience in sales., • Supervisory experience preferred., • Ability to read and interpret simple income and expense reports., • Must possess a valid driver’s license with acceptable DMV record., • Good verbal and written communication., • Ability to motivate a team.

The New York State Department of Financial Services (DFS) is seeking an experienced and motivated Supervisory Field Support Lead to join the Banking Operations team within the Banking Division. Eleven years of specialized work experience, which includes conducting or reviewing financial institution

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A Trust Officer 3 is responsible for developing, servicing and administering assigned accounts in a fiduciary capacity in accordance with account agreements, terms of legal documents, Trust Policy, state fiduciary statutes, banking regulations, and federal/state laws. In addition servicing existing accounts the Trust Officer III will be expected to develop new business opportunities for the department. The nature of the accounts are more complex, are of significant asset size, include a variety of asset types, and overall have increased difficulty or are considered of higher risk to the Bank. The types of accounts serviced include but are not limited to: non-discretionary agency accounts; discretionary agency accounts; directed and discretionary IRAs; guardianships/conservatorships; various types of trusts including revocable, irrevocable, and testamentary trusts; and estate settlement accounts. Responsibilities include, but are not limited to: • Administer accounts in accordance with stated account agreements and/or legal documents to ensure fiduciary duties and responsibilities are carried out to avoid risk and/or surcharges to the Bank., • Administer and settle estates in accordance with a decedent’s Last Will & Testament., • Respond to inquiries or requests for information from clients/beneficiaries, accountants, attorneys, courts, interested parties, auditors, regulators, and internal Bank personnel, as appropriate., • Document account files to reflect client/beneficiary communications, instructions, and authorizations to avoid/minimize risk to the Bank., • Communicate account instructions/changes, as needed, to Trust Management, portfolio managers, tax preparers, and operations personnel., • Work with portfolio managers in the development of investment objectives and policy statements., • Maintain updated account files and ensure trust accounting system reflects accurate coding for regulatory and risk management purposes., • Perform annual administrative reviews on accounts, and other annual, quarterly, daily, and/or recurring tasks as required by applicable policies, laws and regulations, governing documents, and/or court orders., • Direct liquidation of funds, when needed, for distributions and/or expenses from account., • Analyze, recommend or determine discretionary distribution decisions in accordance with legal instrument and Trust Policy., • Oversee and administer unique/non-standard assets in accounts, including real estate, when applicable., • Prepare interim and final accountings for trusts and estates, as needed., • Develop and maintain relationships with Wealth Management personnel for cross selling business opportunities., • Develop and maintain relationships with area market centers of influence (e.g. accountants, attorneys, financial planners) to generate new business., • Comply with Bank and Trust operating policies and procedures., • Achieve client service goals as established in the Bank’s operating plan., • Promote Trust services to internal and external sources., • Supervise assigned personnel., • Provide guidance and training support to Trust personnel as needed or directed. Essential Duties: • Analyze agreements and legal documents associated with assigned accounts to determine purpose/intent, the Bank’s legal capacity, co-authorities, legal requirements, fee provisions, required distribution provisions, discretionary distribution provision language, restrictions, taxation and tax reporting requirements, accounting/reporting requirements, asset retention, investment authority, investment restrictions, terminating events, and other matters of administrative importance., • Communicate with clients by phone, letter, or email on account related matters as needed, and respond to client inquiries in a timely manner while adequately documenting all communications., • Maintain up to date, accurate, neat, organized, and well documented files., • Maintain accurate account information details on the trust accounting system including synoptic coding, restricted assets, statement recipients, recipient tax coding, etc., • Perform documented annual administrative review of accounts in accordance with Trust policy and procedures., • Review distribution requests to ensure their legitimacy, proper authorizations, document language provisions, funds availability, etc., • Monitor uninvested cash and account liquidity for cash requirements and communicate with portfolio and/or investment managers as needed., • Prepare annual filings to courts, state agencies, and federal agencies, when required., • At account termination, ensure the Bank’s legal responsibilities are properly discharged, approved authorizations are received, and ensure terminating fees are calculated and received., • Escalate legal threats, security concerns, or other matters of concern to Trust Management and/or appropriate risk management personnel., • Hire and work cooperatively with outside professionals on account related matters including appraisers, attorneys, accountants, real estate agents, insurance agents, and investment advisors, subsidiaries of the Bank, and members of Wealth Management., • Develop and maintain relationships with professionals listed above for the development of new business for Trust, Wealth Management and the Bank., • Actively promote services of Trust, Wealth Management, and the Bank both internally and externally. Participate and present at internal meetings. Externally, participate in community related events and serve on civic/non-profit Boards when possible., • Develop a thorough understanding of current clients and their respective financial situations, needs, and families in order to effectively promote appropriate financial and estate planning strategies and products, and to further develop business from new and existing clients, both within Trust and in conjunction with other Wealth Management divisions., • Maintain active awareness of changes in law that affect the servicing and administration of Trust Department accounts., • Provide quality service to customers, whether internal or external., • Demonstrate cooperative efforts in working with other departments and within own department., • Maintain proficient knowledge of, and demonstrate ongoing compliance with, all laws and regulations applicable to this position. Ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion., • Supervise assigned personnel., • Perform other related duties as assigned from time to time. Qualifications Education/Training: • J.D., CTFA, CFP®, MBA, Bachelor’s degree, or related professional experience., • All applicants must be 18 years of age or older. Skills: Strong inter-personal skills; strong written and verbal skills including comfort level for public speaking; strong analytical and problem solving skills; ability to analyze, comprehend, and interpret legal documents; strong mathematic skills; accounting knowledge; income tax knowledge and/or experience; strong attention to detail with ability to work independently and manage deadlines/workflow; self-starter; strong computer skills including use of Word, Excel, and PowerPoint; knowledge of trusts, estates, investments, employee benefits, and estate planning; valid driver’s license. Experience: Minimum of five (5) years' experience in trust industry or related position preferred with at least three (3) years’ experience as a Trust Officer.

Previous internship or experience in banking, trade finance or financial operations is advantageous but not essential. Our client, a leading international corporate and investment bank, is seeking a motivated Graduate Analyst to join its Trade Finance Operations team in New York. Liaise with interna

The Banking Operations Manager leads a team of four Banking Analysts, providing oversight of daily banking operations, bank account administration, reconciliation processes, and banking system management. The Banking Operations Manager is responsible for leading the organization's banking operations

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

Cross‐Functional Collaboration • Serve as a key liaison between business stakeholders, technical design teams, development teams, QA, and operations.

Fusco Personnel is seeking a Project Manager to lead the planning, coordination, and execution of commercial construction projects from preconstruction through closeout.This position is responsible for managing project controls, contracts, financial forecasting, quality, scheduling, risk mitigation,

This position will lead operations on-site and be responsible for overall project execution, financial performance, team leadership, safety, scheduling, and client satisfaction.

Full-Time | Direct Hire Fusco Personnel is representing a confidential client in the search for a Director of Facilities and Operations to lead the daily operations and maintenance of a portfolio of industrial parks and facilities.

We are seeking a driven, detail-oriented professional to serve as our Project Manager III, supporting our Implementations team.The role's primary focus is on planning and executing client implementation projects, coordinating internal and external resources, and managing scope, schedule, budget, and