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Step into a high-impact Accounting Manager – M&A role where you’ll work side-by-side with partners on live deals and shape the financial future of a fast-growing firm. This is a unique opportunity to blend technical accounting, deal execution, and leadership in one seat. Accounting Manager – M&A Salary: $110,000 – $130,000 Why This Opportunity Stands Out: • Direct exposure to Managing Partners and high-level M&A strategy, • Play a pivotal role in live acquisitions, due diligence, and post-merger integrations, • Join a rapidly growing, Inc. 5000-recognized organization with strong momentum, • Blend accounting leadership with transaction advisory—expand beyond traditional accounting, • Work in a highly visible, high-impact position influencing deal outcomes, • Opportunity to build and improve systems, processes, and integration workflows, • Strong investment in your growth: mentorship, training programs, and continuing education, • Comprehensive benefits package including nearly fully paid medical coverage and 401(k) match, • Collaborative, team-driven culture with clear recognition of individual contributions, • Hands-on involvement in recruiting, team building, and firm-wide initiatives Key Responsibilities:, • Lead M&A due diligence efforts, including financial review and data room management, • Oversee accounting operations, staff performance, and client financial deliverables, • Support transaction execution and act as liaison across legal, banking, and executive teams, • Drive post-merger integration across accounting systems and financial processes, • Review financial statements, QofE analyses, and identify key risks/opportunities, • Enforce accounting policies, reporting deadlines, and process improvements Qualifications:, • Bachelor’s degree in Accounting/Finance (CPA or progress toward certification preferred), • 5–7 years of experience in public accounting, corporate accounting, or transaction advisory, • Strong knowledge of GAAP, corporate tax structures, and M&A deal mechanics, • Experience analyzing financial statements and supporting due diligence processes, • Proficiency in QuickBooks and ability to oversee/troubleshoot accounting workflows, • Ability to work onsite and travel for extended integration projects as needed

Job Description FLSA STATUS: Salary/Exempt DEPARTMENT: Finance SUPERVISOR: Business Unit Manager DIRECT REPORTS: Finance Department Position Summary We are seeking a responsible, detail-oriented, and analytical Controller to support our finance function. Reporting to the Business Unit Manager, the Controller will assist in the preparation and consolidation of financial statements, budget reporting, audit support, internal control implementation, and compliance with GAAP standards. This role will have a strong focus on cost accounting, financial systems reporting (Epicor/Excel/BPC), and will require collaboration across multiple departments. The ideal candidate will possess strong accounting expertise in a manufacturing environment, leadership capability, and a proactive approach to identifying and resolving issues before they arise. This position will start off at the Bohemia, NY location and will transition over to our new building in Hauppauge, NY by the end of September 2026. Minimum Qualifications Education: • Bachelor's degree in Accounting, Finance, or related field, • CPA, CMA, or CFM certification preferred, or the ability to obtain certification, • Continuing education in accounting standards, financial reporting, and regulatory compliance is a plus Experience: • 5+ years of progressive accounting, and an Accountant or Assistant Controller experience in a manufacturing environment, • Experience with financial reporting, budgeting, month-end close, and audits, • Experience supervising accounting staff and using ERP systems (Epicor preferred) Knowledge: • Strong knowledge of GAAP, financial reporting, and internal controls (COSO), • Knowledge of budgeting, forecasting, and standard cost accounting, • Understanding of regulatory accounting compliance Skills: • Advanced Microsoft Excel and ERP system proficiency, • Strong analytical, problem-solving, and financial reporting skills, • Excellent communication, leadership, organizational, and time management skills, • Proven ability to work independently, managing multiple deadlines and priorities while maintaining accuracy and confidentiality Job Responsibilities • Prepare, consolidate, analyze, and present accurate monthly, quarterly, and annual financial statements and reports., • Assist in the development, preparation, monitoring, and evaluation of annual budgets, financial forecasts, and variance analyses., • Support the implementation, documentation, and maintenance of internal control systems in accordance with COSO principles and Generally Accepted Accounting Principles (GAAP)., • Perform general ledger accounting functions, including account reconciliations, journal entries, month-end and year-end close activities, and financial record maintenance., • Ensure compliance with corporate accounting policies, GAAP, and all applicable federal, state, and regulatory reporting requirements., • Manage and analyze financial data using ERP systems, Microsoft Excel, and SAP Business Planning and Consolidation (BPC) to support corporate financial reporting and decision-making., • Coordinate and support internal and external audits by preparing audit schedules, reconciliations, supporting documentation, and responding to auditor inquires., • Oversee accounts payable, accounts receivable, fixed assets, inventory accounting, and cash management activities., • Monitor changes in accounting regulations and financial reporting standards, evaluate their impact on the organization, and implement necessary updates to maintain compliance., • Supervise, mentor, and provide guidance to accounting staff, ensuring timely completion of daily accounting activities while fostering professional development., • Identify, recommend, and implement process improvements to enhance the efficiency, accuracy, and effectiveness of accounting operations and financial reporting., • Collaborate with cross-functional departments to provide financial analysis, reporting, and recommendations that support organizational goals and strategic initiatives., • Maintain the confidentiality, integrity, and accuracy of financial records while ensuring adherence to internal policies and best accounting practices., • Establish departmental goals, monitor performance metrics, and drive continuous improvement initiatives within the accounting function., • Identify opportunities to streamline accounting processes through automation, standardization, and best practices, • Collaborate with department leaders to provide financial guidance for operational planning, capital investments, and strategic decision-making., • Prepare financial analyses, dashboards, and executive reports to support senior leadership., • Assist with banking relationships, debt compliance, financial activities, and treasury management., • Maintain accurate financial records, documentation, and support schedules in accordance with record retention policies., • Serve as a trusted financial advisor to executive leadership by identifying financial risks, opportunities, and operational efficiencies., • Partner with department leaders to develop financial plans, evaluate business performance, and support organizational goals Other responsibilities, initiatives and ad-hoc projects as required. Physical Requirements The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit for prolonged periods of time, working at a computer, stand, bend, twist, and lift up to 25 lbs. The noise level in the work environment is usually low to moderate. Compensation The base compensation range for this position is $120,000 - $150,000 annually. Placement within this range will be based on factors including experience, education, skills, and market conditions.

Job Description As iRocket scales, we’re seeking an Investor Relations & Corporate Strategy Associate to support fundraising, stakeholder communications, and strategic planning efforts. This is a high-impact role for someone who thrives at the intersection of finance, storytelling, and operations. The Role • Help prepare investor materials: pitch decks, financial models, quarterly updates, board memos, • Support investor communications (emails, reports, Q&A, investor meetings), • Conduct market, competitor, and industry research and benchmarking, • Assist with fundraising processes: due diligence, term sheet analysis, investor outreach, • Collaborate cross-functionally (finance, engineering, operations) to gather data and insights, • Monitor KPIs, financial metrics, and prepare dashboards and reporting, • Aid in strategic initiatives, business planning, and special projects Requirements • Bachelor’s degree in Finance, Business, Economics, or related, • 2–4 years of experience in investor relations, strategy, corporate development, or investment banking / venture capital, • Strong financial modeling, valuation, and analytical skills, • Excellent written and verbal communication; ability to tell a clear narrative with data, • Self-starter attitude and ability to work in an ambiguous, fast-paced environment, • Proficiency in Excel / PowerPoint; familiarity with data tools or visualization tools, • Ability to engage with senior leadership and external stakeholders Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Wellness Resources

Chief Financial Officer Private Equity-Backed Consumer Products & Distribution Business | Long Island, NY Finatal is partnering with a leading consumer products & distribution company with approximately $400 million in annual revenue. Our client is seeking a strategic and hands-on Chief Financial Officer to partner with the CEO, Board, and private equity sponsor during its next phase of growth and value creation. This is an opportunity to join a scaled platform with a diversified customer base, strong market position, and significant opportunities to drive operational excellence, profitability improvement, and strategic growth initiatives. Key Responsibilities • Serve as a key business partner to the CEO, Board, and investors on strategy, performance, and value creation., • Lead all finance, accounting, FP&A, treasury, cash management, tax, audit, and risk management activities., • Drive forecasting, budgeting, KPI reporting, and business analytics to improve decision-making across the organization., • Partner with commercial, supply chain, operations, and procurement teams to enhance margins, optimize working capital, and improve operational performance., • Evaluate and execute M&A opportunities, including acquisition due diligence, integration planning, and synergy realization., • Build scalable financial infrastructure, systems, controls, and processes to support continued growth., • Lead banking, lender, and investor relationships and support future financing or transaction activities., • Prepare and present financial results, forecasts, and strategic analyses to the Board and ownership group. Ideal Candidate Profile • CFO, Divisional CFO, or VP Finance experience in a consumer products, branded products, manufacturing, distribution, or adjacent environment., • Prior private equity experience is required., • Experience operating in a growth-oriented, performance-driven organization., • Strong background in FP&A, business analytics, and commercial finance., • Demonstrated success partnering with operations and supply chain leaders to improve profitability and cash flow., • Track record of leading transformational initiatives, including systems implementations, process improvements, and organizational development., • Executive presence with the ability to communicate effectively with investors, lenders, boards, and senior leadership teams. Location • Long Island, New York, • Hybrid flexibility available; candidates within commuting distance preferred. #J-18808-Ljbffr

Job DescriptionDescription: The position is responsible for overseeing and managing the banking risk and controls framework within Deposit Operations across both commercial and consumer lines of business, in partnership with the Servbank BSA team. This role provides oversight for operational risk and control testing of deposit-related processes and monitors the capacity and scheduling calendar for the Banking Risk function. The AVP of Banking Risk collaborates with Deposit Operations, BSA, and other Lines of Defense to identify and mitigate risks, enhance operational resilience, and promote control effectiveness. The role assists in the testing of risk-mitigating controls, supports enterprise risk reporting, and ensures strong governance over BAU activities and operational initiatives. The AVP ensures the ongoing testing schedule is executed by analyzing capacity and assigning responsibilities aligned with departmental priorities, as directed by the SVP of Enterprise Risk. About Servbank: Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank. Duties and Responsibilities: • Oversee functions within Banking Risk for Deposit Operations, including completion of required monthly KPI metric tracking scorecards., • Develop, implement, and oversee risk management processes to test in-line QA control effectiveness across Commercial and Consumer Deposit Operations. Evaluate risks of key control deficiencies and effectiveness of the overall control framework, and ensure management maintains timely and effective remediation plans., • Partner with Line of Business and BSA leadership to enhance internal testing processes and minimize defects across deposit-related activities., • Assist Senior Management, Risk Committee, and other Lines of and other Lines of Defense in developing methodologies used to assess and rank risk controls within Deposit Operations., • Deliver risk-related findings to the Risk Committee and other governance forums, including recommended corrective actions and implementation timelines., • Develop and maintain processes to test transactional, operational, and BSA-related controls within Deposit Operations to ensure adherence to regulatory requirements, internal policies, and business expectations. Oversee effectiveness testing and required retesting., • Develop, maintain, and report on testing programs covering deposit account lifecycle activities (e.g., onboarding, maintenance, transactions, exceptions handling). Establish benchmarks, testing methodologies, and partner with LOBs and Learning & Development to drive continuous improvement., • Develop corporate compliance and operational risk strategies by analyzing internal testing results, regulatory guidance, and external industry trends., • Assist in developing procedures that minimize operational, regulatory, and financial risk exposure., • Provide operational and regulatory research to management, including interpretation of applicable banking and BSA/AML requirements., • Interact and communicate with federal and state regulators, and support exam readiness to ensure appropriate controls, documentation, and reporting are in place., • Guide resolution of findings through the Issues Management program, including assignment of ownership and oversight of post-remediation validation testing., • Assist Learning & Development, Lines of Business, and other Lines of Defense in developing training programs, policies, and procedures related to deposit operations and BSA controls., • Maintain current knowledge of regulatory changes and assess impacts to Deposit Operations and associated control environments., • Provide monthly oversight for completion and reporting of all Banking Risk & Controls testing activities for Deposit Operations., • Provide monthly reporting to Risk Committee on systemic issues, emerging risks, and control effectiveness trends across Deposit Operations and BSA-related processes., • Oversee reporting of internal and external findings related to Deposit Operations, including tracking, escalation, and resolution status., • Ensure adherence to scheduled and risk-based testing calendars., • Oversee assignment and completion of required training for team members and relevant stakeholders., • Assist other Lines of Defense in performing risk assessments across Deposit Operations and ensure timely documentation and governance within the Risk Management platform., • Other duties as assigned.Requirements:, • Experience in banking and deposit operations, consumer lending, commercial lending, commercial loan servicing, or commercial banking., • Background in an Operations, Risk Management, Compliance, BSA/AML, or Internal Audit role within a financial institution., • Degree in Finance, Accounting, Business Law, or equivalent mortgage servicing and banking operations knowledge., • Minimum 5 years of experience in mortgage banking or mortgage servicing with an emphasis in risk management, internal audit, or compliance within the financial services industry. Prior leadership experience is preferred., • Comprehensive knowledge of risk management frameworks, banking regulations, lending/servicing guidelines, internal controls, and regulatory compliance requirements., • Knowledge of federal and state laws, government regulations, and agency requirements, including but not limited to BSA/AML, RESPA, TILA, UDAAP, Gramm-Leach-Bliley, COSO, FTC, FFIEC, and OCC., • Prior experience working with Fiserv products., • Knowledge of business and management principles related to strategic planning, resource allocation, leadership, and the coordination of teams across multiple branch and remote locations., • Proficiency with risk management, auditing, and reporting tools and software., • Strong analytical, investigative, problem-solving, organizational, and project management skills, with the ability to manage multiple priorities, work independently, collaborate across departments, and maintain strict confidentiality., • Excellent written, verbal, and interpersonal communication skills. EEO Statement: We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job DescriptionDescription: The Deposit Operations Specialist is responsible for the accurate and timely processing of deposit operations transactions, with a primary focus on wire transfers, ACH activity, and check processing. This role supports daily operational functions, performs fraud review and investigation, resolves exceptions, and helps ensure compliance with internal procedures, regulatory requirements, and service level expectations. About Servbank Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank. Key Responsibilities: · Responsible for item processing, including incoming and outgoing wire transfers, ACH transactions, and check-related items accurately and within established deadlines. · Review transactions for completeness, proper authorization, compliance with internal controls, and adherence to applicable banking regulations and operating procedures. · Perform daily item processing activities, including exception handling, returns, adjustments, research, and balancing for wires, ACH, and check transactions. · Conduct fraud review on deposit operations activity by monitoring suspicious transactions, identifying unusual patterns, and escalating concerns in accordance with bank policy. · Investigate potential fraud cases involving wires, ACH, checks, and related deposit transactions; document findings, coordinate follow-up, and support loss mitigation efforts. · Research and resolve transaction discrepancies, customer inquiries, and operational issues in a timely and professional manner. · Perform servicing and maintenance activities for deposit accounts and related services, including updates, changes, corrections, and routine account maintenance requests in accordance with established procedures. · Maintain accurate records, audit trails, and supporting documentation for transaction processing, investigations, and exception resolution. · Partner with internal departments, including fraud, risk, compliance, treasury management, retail operations, and customer support, to resolve issues and improve processes. · Assist with report monitoring, daily reconciliations, and control reviews to ensure operational accuracy and completeness. · Support procedure updates, testing, and process improvement initiatives related to deposit operations and fraud mitigation. · Stay current on applicable regulations, payment rules, and internal policies related to wires, ACH, check processing, and fraud prevention. · Perform other duties as assigned to support departmental and organizational objectives. Requirements: · High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or a related field preferred. · Experience in deposit operations, treasury operations, bank operations, or a related financial services role preferred. · Working knowledge of wire processing, ACH rules, check processing, exception handling, and general deposit operations procedures. · Experience with fraud review, transaction monitoring, investigations, or operational risk controls is preferred. · Understanding of applicable regulations and industry guidance, including NACHA rules, Regulation CC, Regulation E, and bank security procedures. · Proficiency in core banking systems and Microsoft Office applications. Knowledge and Skills: · Strong attention to detail and accuracy · Analytical thinking and problem-solving skills · Ability to manage sensitive information with discretion · Strong organizational and time management skills · Effective written and verbal communication · Ability to work independently and collaboratively in a fast-paced environment · Commitment to compliance, risk awareness, and operational excellence EEO Statement: We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job DescriptionDescription: The Vice President (VP), Banking Compliance is a senior leadership role responsible for overseeing and enhancing the Bank’s Compliance Management System (CMS) and compliance operations across deposit operations, commercial and consumer banking, and lending activities. This role serves as a subject matter expert in bank regulatory compliance with a strong focus on Deposit and Lending compliance, HMDA, CRA, and Fair Lending, ensuring adherence to applicable federal and state laws and regulations, including OCC supervisory expectations. The VP will partner closely with business line leadership, risk management, and audit functions to ensure effective compliance oversight and approvals across the full lifecycle of banking products—from account opening and client onboarding to lending and loan lifecycles, including disclosures, customer communications, and regulatory reporting and analysis. The role plays a critical part in managing compliance risk, supporting regulatory expectations, and promoting a strong culture of compliance across the organization. About Servbank: Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank. Duties and Responsibilities: Regulatory Compliance Oversight • Lead second-line oversight of compliance across deposit operations, consumer and commercial banking, and lending activities., • Ensure adherence to key regulations including HMDA, CRA, ECOA/Reg B (Fair Lending), TILA, RESPA, UDAAP, TISA, EFTA, and applicable OCC guidance., • Review and approve customer disclosures and notices, including account opening, maintenance, product changes, and fee schedules., • Oversee development, implementation, and maintenance of compliance policies, procedures, and controls across business lines., • Provide expert guidance on regulatory interpretation, applicability, and implementation., • Prepare executive-level reporting for senior management, Risk Committee, and the Board on compliance trends and risks., • Maintain strong relationships with internal audit, legal, and business partners. HMDA, CRA, and Fair Lending Leadership • The ideal candidate will serve as the Bank’s HMDA and CRA Officer and will lead the Bank’s HMDA and CRA Task Forces., • Oversee HMDA data integrity, reporting, and governance, including data validation, scrubbing, and annual LAR submissions., • Lead CRA program oversight, including performance monitoring, assessment area analysis, and regulatory exam readiness., • Direct Fair Lending program activities, including risk assessments, statistical analysis, and monitoring for disparate treatment or impact., • Review findings, root cause analysis, and corrective action plans; ensure timely escalation of material issues., • Partner with internal stakeholders to identify and remediate potential compliance risks. Deposit Operations and Disclosures Expertise • Provide oversight of compliance risks related to deposit products, account servicing, and customer disclosures., • Ensure compliance with regulatory disclosure requirements and customer communications (e.g., Reg DD, Reg E)., • Collaborate with operations and product teams to ensure compliant product design and lifecycle management., • Provide advisory support on new product development, system implementations, and strategic initiatives., • Ensure timely incorporation of regulatory changes into policies, procedures, and controls., • Promote a proactive, risk-aware culture aligned with the Bank’s compliance and risk appetite.Requirements:, • 5+ years of progressive experience in banking compliance, risk management, or audit., • Demonstrated expertise in HMDA, CRA, and Fair Lending, including program management and reporting., • Strong experience supporting deposit operations, disclosures, commercial and consumer lending compliance., • Experience interacting with regulators (OCC, FDIC, CFPB or Federal Reserve)., • Professional certification such as CRCM (Certified Regulatory Compliance Manager) preferred, but not required. Technical Knowledge Deep understanding of: • Consumer protection regulations (ECOA, TILA, RESPA, UDAAP, Reg DD, Reg E, etc.), • HMDA data collection, validation, and reporting requirements, • CRA performance standards and evaluation criteria, • Fair Lending analytics and risk assessment methodologies, • Familiarity with compliance systems, data analytics tools, and reporting platforms. Leadership Skills • Proven ability to lead cross-functional initiatives and influence senior stakeholders., • Strong analytical, problem-solving, and decision-making skills., • Excellent written and verbal communication skills, including executive-level reporting. Preferred Attributes • Experience in a growth-oriented bank ($1B–$10B range) with evolving regulatory expectations., • Ability to build and enhance compliance programs in a dynamic environment. Strong balance of strategic oversight and hands-on execution. Work Location Requirement: This position is designated as remote; however, if you reside within a 50-mile radius of one of our office locations, the role will be considered in-office and not eligible for remote work. EEO Statement: We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job Description Position: Fraud Manager Location: Hauppauge, NY Employment Type: Full-Time- Direct Hire About the Opportunity Winston Staffing has been exclusively retained by a prominent, rapidly growing regional financial institution on Long Island to identify a Fraud Manager. This critical leadership position serves as the operational focal point for all fraud prevention, detection, investigations, and fund recovery across retail and digital banking channels. Working in close collaboration with executive leadership across Deposit Operations and BSA/AML, you will design detection strategies, update transaction controls, and mitigate institutional risk across an evolving financial landscape. Key Responsibilities & Performance Objectives • Investigation & Loss Recovery: Lead end-to-end investigations for confirmed and suspected fraud across Check, ACH, Wire, Debit Card, P2P, New Account Opening, and Account Takeover (ATO) vectors to maximize fund recovery., • Payment Channel Monitoring: Continuously monitor real-time payment channels and online account activity to identify high-risk anomalies, fraud rings, and emerging threat patterns., • System Controls & EFT Rules: Manage and update debit card transaction rules within the bank's EFT module; partner with third-party vendors to evaluate control effectiveness and eliminate system gaps., • Compliance & Evidence Chains: Ensure strict operational adherence to Regulation E and Regulation CC; secure documentation (including Hold Harmless agreements) and compile comprehensive fraud packages to support BSA/AML teams with SAR filings., • Deposit Operations Collaboration: Partner with the Director of Deposit and Retail Operations to oversee day-to-day transaction processing integrity, cash-in-transit processes, account reconciliations, and departmental risk assessments., • Policy & Team Leadership: Update operational policies, design frontline fraud training for retail branch staff, and coach/mentor internal team members to achieve key performance benchmarks. Qualifications & Experience • Experience: 5+ years of progressive fraud operations, loss mitigation, and investigation experience within retail banking, payments, or financial services., • Regulatory Knowledge: In-depth working knowledge of banking regulations, specifically Reg E (EFT/disputes) and Reg CC (funds availability/check holds)., • Technical Acumen: Demonstrated background managing fraud detection modules, updating EFT/debit transaction rules, and performing operational account reconciliations., • Education: Bachelor’s Degree from an accredited four-year institution., • Certifications (Preferred): Certified Fraud Examiner (CFE), Accredited ACH Professional (AAP), or Accredited Payments Risk Professional (APRP) is a significant plus., • Core Competencies: Strong analytical and decision-making abilities, excellent verbal/written communication, and the cross-functional leadership required to handle complex vendor and inter-bank disputes. Total Rewards & Benefits Package • Comprehensive Medical, Dental, and Vision coverage (with HSA, FSA, and Commuter Benefit options), • 401(k) Retirement Savings Plan with generous Company Match, • Company-Paid Life Insurance, AD&D, and Long-Term Disability, • Voluntary Supplemental Benefits (Short-Term Disability, Pet, Legal, Accident, and Critical Illness), • Generous Paid Time Off (PTO) and Paid Company Holidays, • Annual Performance Bonus and Merit Increase Eligibility, • Seniority Level Mid-Senior level • Employment Type Full-time • Job Functions, • Analyst, • Management, • Finance, • Skills, • Fraud Investigations, • Retail Banking, • Risk Management, • Reg E, • Bank Secrecy Act, • Anti-Money Laundering

Job Description Why Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health is one of the fastest-growing startups in the healthcare industry, working tirelessly to connect people everywhere to life-saving mental health treatment. Our Outreach team members are the lifeblood of our business; they know our product, partners, and patients better than anyone. In this role, you'll be joining a team of passionate professionals who are dedicated wholeheartedly to our mission. You'll build relationships with clinical partners in your local community and provide much-needed resources to thousands of people struggling with their mental health. You'll be a champion of Charlie Health and ensure that every possible patient, parent, and provider can access our programs. While this work can be challenging, we set the bar high knowing that every decision we make directly impacts our communities. In your role, you'll have unparalleled responsibility while collaborating with sharp, spirited, and ambitious coworkers, with room for everyone to excel and grow in their careers. You'll also receive competitive benefits, ensuring you have the resources to thrive both personally and professionally. At Charlie Health, we believe in leading with our "why" and connecting with our purpose every day. Join us to find not only a career but a calling. Responsibilities • Develop and operationalize GTM strategy for efficient new market penetration, • Create, build, and manage relationships with referral sources across priority markets, • Go in the field 4 - 5 days/week to lead meetings with patients, parents, and providers to uncover needs, address barriers to treatment, and cement community partnerships, • Design strategies to better support and engage referral partners across different channels, • Deepen Charlie Health's penetration across existing partnerships, • Attend and lead various educational meetings, marketing presentations, and networking events both in person and via conference call, • Synthesize and share market feedback from partners, patients, and stakeholders to inform go-forward marketing and product strategies, • Work closely with internal partners including marketing, product, client success, and legal to deliver on GTM goalsRequirements, • Must be based in Nassau County or Suffolk County, NY, • Must be fluent in English, • You have 1-4 years proven sales experience - owning & overachieving KPIs is a plus, • Experience working with or selling to healthcare organizations a plus, • Ability to travel locally with reliable transportation & valid drivers license (within ~1 hour driving distance) 4-5 days/week for meetings with potential referral partners, • Ability to energize, advise & persuade senior corporate personnel, • Strong interpersonal, relationship-building and listening skills, with a natural, consultative style, • Strong project management skills, with a demonstrable ability to corral and manage details in a fast-paced, fluid environment, • Experience with Microsoft Office, Salesforce & Zoom is a plusBenefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. Additional Information The total target base compensation for this role will be between $70,000 and $90,000 per year at the commencement of employment. In addition to base compensation, this role offers an uncapped performance based bonus with overall expected compensation to be between $98,000 and $118,000. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence., • Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Position: Fraud Manager Location: Hauppauge, NY Employment Type: Full-Time- Direct Hire About the Opportunity Winston Staffing has been exclusively retained by a prominent, rapidly growing regional financial institution on Long Island to identify a Fraud Manager. This critical leadership position serves as the operational focal point for all fraud prevention, detection, investigations, and fund recovery across retail and digital banking channels. Working in close collaboration with executive leadership across Deposit Operations and BSA/AML, you will design detection strategies, update transaction controls, and mitigate institutional risk across an evolving financial landscape. Key Responsibilities & Performance Objectives • Investigation & Loss Recovery: Lead end-to-end investigations for confirmed and suspected fraud across Check, ACH, Wire, Debit Card, P2P, New Account Opening, and Account Takeover (ATO) vectors to maximize fund recovery., • Payment Channel Monitoring: Continuously monitor real-time payment channels and online account activity to identify high-risk anomalies, fraud rings, and emerging threat patterns., • System Controls & EFT Rules: Manage and update debit card transaction rules within the bank's EFT module; partner with third-party vendors to evaluate control effectiveness and eliminate system gaps., • Compliance & Evidence Chains: Ensure strict operational adherence to Regulation E and Regulation CC; secure documentation (including Hold Harmless agreements) and compile comprehensive fraud packages to support BSA/AML teams with SAR filings., • Deposit Operations Collaboration: Partner with the Director of Deposit and Retail Operations to oversee day-to-day transaction processing integrity, cash-in-transit processes, account reconciliations, and departmental risk assessments., • Policy & Team Leadership: Update operational policies, design frontline fraud training for retail branch staff, and coach/mentor internal team members to achieve key performance benchmarks. Qualifications & Experience • Experience: 5+ years of progressive fraud operations, loss mitigation, and investigation experience within retail banking, payments, or financial services., • Regulatory Knowledge: In-depth working knowledge of banking regulations, specifically Reg E (EFT/disputes) and Reg CC (funds availability/check holds)., • Technical Acumen: Demonstrated background managing fraud detection modules, updating EFT/debit transaction rules, and performing operational account reconciliations., • Education: Bachelor’s Degree from an accredited four-year institution., • Certifications (Preferred): Certified Fraud Examiner (CFE), Accredited ACH Professional (AAP), or Accredited Payments Risk Professional (APRP) is a significant plus., • Core Competencies: Strong analytical and decision-making abilities, excellent verbal/written communication, and the cross-functional leadership required to handle complex vendor and inter-bank disputes. Total Rewards & Benefits Package • Comprehensive Medical, Dental, and Vision coverage (with HSA, FSA, and Commuter Benefit options), • 401(k) Retirement Savings Plan with generous Company Match, • Company-Paid Life Insurance, AD&D, and Long-Term Disability, • Voluntary Supplemental Benefits (Short-Term Disability, Pet, Legal, Accident, and Critical Illness), • Generous Paid Time Off (PTO) and Paid Company Holidays, • Annual Performance Bonus and Merit Increase Eligibility

Job Title: Customer Care Specialist Location: Hauppauge, NY (Hybrid: 3 Days Onsite / 2 Days Remote) Schedule Options: Monday – Friday, 8:30 AM – 4:30 PM OR 9:00 AM – 5:00 PM Employment Type: Full-Time, Direct Hire About the Opportunity Winston Staffing has been exclusively retained by a premier, award-winning consumer goods designer and distributor located in Hauppauge, NY, to recruit a customer-focused Customer Care Specialist to join their growing team. Recognized multiple times as a Top Workplace on Long Island, our client is celebrated for its collaborative culture, exceptional employee tenure (averaging 10+ years), and industry-leading product warranties. In this role, you will serve as a dedicated brand ambassador, delivering white-glove, direct-to-consumer support. You will guide customers through product inquiries, troubleshoot warranty claims, coordinate replacement parts, and ensure seamless order fulfillment. What You’ll Do • Direct Customer Engagement: Serve as the primary point of contact for inbound customer inquiries (approximately 85% phone support, supplemented by email) in a steady, collaborative team environment., • Product & Warranty Support: Troubleshoot product concerns, explain warranty policies, process return authorizations, and coordinate replacement parts or repair service logistics., • Order & Inventory Tracking: Review and manage open order reports, resolve back orders, and track shipments in partnership with warehouse and fulfillment teams., • System Management: Accurately update customer records, log inquiries, and track cases using modern CRM/ticketing software (Zendesk) and ERP databases (AS400)., • Cross-Functional Collaboration: Partner with retail partners, third-party repair centers, and internal operations to ensure prompt, high-empathy resolutions. What You Bring • Experience: 3+ years of phone-based customer service or customer care experience, specifically within consumer goods, hard goods, retail distribution, or manufacturing environments. (Note: Pure banking or financial services backgrounds are not suitable for this physical product support role)., • Technical Skills: Proficiency with business applications and customer service platforms (e.g., Zendesk, AS400 or similar ERPs, Microsoft Excel, and Outlook)., • Product Troubleshooting: Demonstrated ability to understand physical product components, replacement parts, and warranty-related service requests., • Communication: Exceptional verbal communication, active listening, and professional de-escalation skills., • Education: High School Diploma required; Associate or Bachelor’s degree preferred. Compensation & Comprehensive Benefits • Base Salary: $50,000 – $53,000 annually (based on experience), • Incentive: Eligible for an annual 4% performance bonus, • Work-Life Balance: Hybrid schedule (Tuesday–Thursday in-office in Hauppauge; Monday & Friday work-from-home), • Paid Time Off: 15 PTO days to start + paid company holidays, • Health & Wellness: Comprehensive Medical, Dental, and Vision coverage; paid Short-Term Disability and Life Insurance, • Retirement & Financial: 401(k) with company match, plus a company-funded Profit Sharing Plan and Flexible Spending Accounts (FSA), • Perks & Development: Generous employee product discounts, team-building events, employee referral bonuses, and a dependent college scholarship program

We're looking for an experienced, detail-oriented Accounts Payable Lead to join our team. This is a hands-on, in-person role for someone who can juggle multiple client accounts, own the full AP and payroll cycle, and hold themselves to a high standard of accuracy and professionalism. The ideal candidate is a self-starter who thrives in a fast-paced, service-driven environment. Accounts Payable • Own the full AP cycle: receive, verify, and reconcile invoices accurately and on time, • Perform invoice and GL data entry, selecting appropriate accounts and attaching invoices in the system, • Manage vendor W-9 collection and maintain vendor records, • Track payment schedules and process payments via check, online vendor accounts, and online banking, • Monitor AP aging reports, verify balances, and guide clients on payment prioritization, • Identify and flag fraudulent or duplicate invoices; process credits, adjustments, and corrections, • Issue stop payments, manage cash flow, and process fund transfers as needed, • Handle employee reimbursements and generate purchase orders, • Process 1099 reports at year-end; produce AP-related reports and handle ad hoc requests, • Support month-end close with accurate, timely reporting Payroll • Process bi-weekly and monthly payroll cycles accurately and on time, including during high-volume or complex weeks, • Review timesheets, compute earnings and deductions, and ensure compliance with federal, state, and local laws, • Handle off-cycle checks, bonuses, terminations, and payroll adjustments, • Maintain payroll records, employee data, and system updates, • Reconcile payroll reports and coordinate with accounting for accurate GL entries, • Prepare and file quarterly and year-end payroll reports (W-2s, 1099s, etc.), • Onboard new payroll clients and document processes to enable delegation and coverage Client & Team Relations • Serve as the primary AP contact for clients, communicating clearly, proactively, and professionally, • Guide clients on payment prioritization based on aging, urgency, and business impact, • Communicate issues and risks to leadership promptly, framing problems in a way that drives resolution, • Collaborate with account leads, offshore staff, and operations to ensure high-quality service delivery, • Provide training, guidance, and support to team members within your areas of expertise, • 3+ years of accounts payable experience required, • 2+ years of payroll processing experience; multi-state payroll strongly preferred, • Demonstrated ability to manage multiple responsibilities and deadlines in a high-volume environment, • Strong knowledge of payroll laws and compliance: FLSA, state/local tax, garnishments, • Proficiency in payroll and accounting software (ADP, Paychex, Gusto, QuickBooks Payroll, or equivalent), • Strong Excel skills and data entry accuracy, • Solid understanding of finance, accounting, and bookkeeping principles, • Exceptional attention to detail, organizational skills, and time management, • Clear, structured written and verbal communication skills Interested? Send your resume to: Sapo@bhirednyc.com

The Senior, Risk Advisory Services is responsible for providing risk consulting and issues resolution to financial services clients in the areas of internal audit, business process improvement/transformation, regulatory compliance, risk management, information technology, and/or Sarbanes-Oxley ("SOX"). In this role, the Senior, Risk Advisory Services participates in all stages of internal audit or consulting engagements, and provides assistance with planning, field work, engagement wrap up, and report composition, along with providing recommendations regarding client risk management. Job Duties: • Acts as primary day-to-day contact for clients regarding basic questions and information, • Conducts informational interviews and facilitates meetings with clients during engagement process, • Obtains information, documents, and data from clients to support the completion of analyses and research of client issues, • Documents and analyzes clients' processes, risks, and controls with guidance and direction from senior RAS-FS professionals, • Develops initial deliverables and/or solutions to client issues, • Reassesses risks and communicates with senior RAS-FS professionals and/or client as necessary, • Assists with management of engagements to ensure engagement metrics are achieved, • Utilizes research tools, databases, and trade publications to develop understanding of client's industry, • Develops relationships with client personnel and management members, • Prepares formal and informal presentations for client meetings, • Partners with RAS-FS leadership to complete research and draft proposals and reports as necessary, • Implements project plans, and maintains all documentation and work papers associated with client engagements, • Conducts risk assessment of assigned departments and/or functional areas in established / required timeline, while overseeing staff, • Develops risk-based audit programs / designs test procedures, • Determines scope of projects in conjunction with the Engagement Manager, • Documents understanding of internal audit areas and/or processes, and identifies associated relevant risks and key controls, • Assesses internal control design and operational effectiveness, • Conducts audit testing of specified areas and/or processes, and identifies reportable issues and dimension of risk (impact and likelihood), • Determines compliance with applicable regulations and/or policies and procedures, • Communicates findings to senior management and drafts comprehensive reports for audited areas, • Other duties as required, • Ability to travel as needed Supervisory Responsibilities: • Supervises the day-to-day workload of RAS-FS Associates and/or Interns on assigned engagements and reviews work products to ensure quality standards are met, • Ensures RAS-FS Associates and/or Interns are trained on all relevant audit and other software and engagement processes and procedures, • Delivers periodic performance feedback and completes performance evaluations for RAS-FS Associates and/or Interns, • Acts as mentor to RAS-FS Associates and/or Interns as appropriate Qualifications, Knowledge, Skills, and Abilities: Education: • Bachelor's degree in Accounting or Finance, required Experience: • Two (2) or more years of banking, asset management, brokerage, and/or other financial services experience within a public accounting firm or financial institution performing internal audit, compliance, risk management, and/or other related risk/control functions, required, • Experience with internal controls including SOX/FDICIA flowcharts, documentation, and testing of controls, required, • Experience with IT audit and SOX with a focus on entity-wide risk assessment, required, • One (1) or more years of experience in performing internal audits of banking, asset management, brokerage, and/or other financial services activities as follows, required:, • Lending Activities (e.g., Consumer Loans/Commercial Loans/Portfolio Management/Problem Loan Management/ALLL), • Treasury and Finance (e.g., Accounting & Controllers/Investments & Treasury/ALM/Liquidity Mgmt./Borrowing/Reg. Reporting), • Core Regulatory Requirements (e.g., Consumer/Lending/Privacy/Operational/Compliance/Risk Management), • Bank/Asset Management/Brokerage Operations (e.g., Branch Admin. & Retail Banking/Electronic Banking/Deposit Operations/Vendor Management/ERM/Trade Execution - Capture, Match, Settle, Reconcile and Report/New Client On-Boarding/Account Management), • Human Resources (e.g., Payroll/Employee Benefits/Regulatory Compliance/Ethics Management/Training Program), • One (1) or more years of supervisory experience, required License/Certifications: • CPA, CIA, CISA, and/or CFSA certification, preferred Software: • Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required, • Experience with various internal audit applications and research tools, preferred Language: • N/A Other Knowledge, Skills & Abilities: • Solid understanding and experience planning and coordinating the stages to perform internal audits within financial institutions, • Knowledge of internal controls within and professional standards and regulations applicable to financial institutions, • Strong verbal and written communication skills, • Ability to adapt style and messaging to effectively communicate with professionals at all levels both within client organizations and the Firm, • Ability to successfully multi-task while working independently and within a group environment, • Superior analytical and diagnostic skills, • Capable of working in a demanding, deadline driven environment with a focus on details, accuracy, and responsiveness, • Ability to adapt to rapidly changing environments successfully, • Solid organizational skills, especially ability to meet project deadlines with a focus on details, • Capable of effectively supervising RAS-FS Associates and/or Interns and delegating work assignments as needed, • Build and maintain strong relationships with client personnel Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $85,000 - $100,000 Maryland Range: $85,000 - $100,000 NYC/Long Island/Westchester Range:$85,000 - $100,000

The Senior, Risk Advisory Services is responsible for providing risk consulting and issues resolution to financial services clients in the areas of internal audit, business process improvement/transformation, regulatory compliance, risk management, information technology, and/or Sarbanes-Oxley ("SOX"). In this role, the Senior, Risk Advisory Services participates in all stages of internal audit or consulting engagements, and provides assistance with planning, field work, engagement wrap up, and report composition, along with providing recommendations regarding client risk management. Job Duties: • Acts as primary day-to-day contact for clients regarding basic questions and information, • Conducts informational interviews and facilitates meetings with clients during engagement process, • Obtains information, documents, and data from clients to support the completion of analyses and research of client issues, • Documents and analyzes clients' processes, risks, and controls with guidance and direction from senior RAS-FS professionals, • Develops initial deliverables and/or solutions to client issues, • Reassesses risks and communicates with senior RAS-FS professionals and/or client as necessary, • Assists with management of engagements to ensure engagement metrics are achieved, • Utilizes research tools, databases, and trade publications to develop understanding of client's industry, • Develops relationships with client personnel and management members, • Prepares formal and informal presentations for client meetings, • Partners with RAS-FS leadership to complete research and draft proposals and reports as necessary, • Implements project plans, and maintains all documentation and work papers associated with client engagements, • Conducts risk assessment of assigned departments and/or functional areas in established / required timeline, while overseeing staff, • Develops risk-based audit programs / designs test procedures, • Determines scope of projects in conjunction with the Engagement Manager, • Documents understanding of internal audit areas and/or processes, and identifies associated relevant risks and key controls, • Assesses internal control design and operational effectiveness, • Conducts audit testing of specified areas and/or processes, and identifies reportable issues and dimension of risk (impact and likelihood), • Determines compliance with applicable regulations and/or policies and procedures, • Communicates findings to senior management and drafts comprehensive reports for audited areas, • Other duties as required, • Ability to travel as needed Supervisory Responsibilities: • Supervises the day-to-day workload of RAS-FS Associates and/or Interns on assigned engagements and reviews work products to ensure quality standards are met, • Ensures RAS-FS Associates and/or Interns are trained on all relevant audit and other software and engagement processes and procedures, • Delivers periodic performance feedback and completes performance evaluations for RAS-FS Associates and/or Interns, • Acts as mentor to RAS-FS Associates and/or Interns as appropriate Qualifications, Knowledge, Skills, and Abilities: Education: • Bachelor's degree in Accounting or Finance, required Experience: • Two (2) or more years of banking, asset management, brokerage, and/or other financial services experience within a public accounting firm or financial institution performing internal audit, compliance, risk management, and/or other related risk/control functions, required, • Experience with internal controls including SOX/FDICIA flowcharts, documentation, and testing of controls, required, • Experience with IT audit and SOX with a focus on entity-wide risk assessment, required, • One (1) or more years of experience in performing internal audits of banking, asset management, brokerage, and/or other financial services activities as follows, required:, • Lending Activities (e.g., Consumer Loans/Commercial Loans/Portfolio Management/Problem Loan Management/ALLL), • Treasury and Finance (e.g., Accounting & Controllers/Investments & Treasury/ALM/Liquidity Mgmt./Borrowing/Reg. Reporting), • Core Regulatory Requirements (e.g., Consumer/Lending/Privacy/Operational/Compliance/Risk Management), • Bank/Asset Management/Brokerage Operations (e.g., Branch Admin. & Retail Banking/Electronic Banking/Deposit Operations/Vendor Management/ERM/Trade Execution - Capture, Match, Settle, Reconcile and Report/New Client On-Boarding/Account Management), • Human Resources (e.g., Payroll/Employee Benefits/Regulatory Compliance/Ethics Management/Training Program), • One (1) or more years of supervisory experience, required License/Certifications: • CPA, CIA, CISA, and/or CFSA certification, preferred Software: • Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required, • Experience with various internal audit applications and research tools, preferred Language: • N/A Other Knowledge, Skills & Abilities: • Solid understanding and experience planning and coordinating the stages to perform internal audits within financial institutions, • Knowledge of internal controls within and professional standards and regulations applicable to financial institutions, • Strong verbal and written communication skills, • Ability to adapt style and messaging to effectively communicate with professionals at all levels both within client organizations and the Firm, • Ability to successfully multi-task while working independently and within a group environment, • Superior analytical and diagnostic skills, • Capable of working in a demanding, deadline driven environment with a focus on details, accuracy, and responsiveness, • Ability to adapt to rapidly changing environments successfully, • Solid organizational skills, especially ability to meet project deadlines with a focus on details, • Capable of effectively supervising RAS-FS Associates and/or Interns and delegating work assignments as needed, • Build and maintain strong relationships with client personnel Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $85,000 - $100,000 Maryland Range: $85,000 - $100,000 NYC/Long Island/Westchester Range:$85,000 - $100,000

It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Teller contributes to the success of the branch by delivering exceptional member experiences while processing transactions and fostering long-lasting relationships. Responsible for processing all financial transactions with accuracy and efficiency. The expectation is to build member relationships with the ability to share product knowledge solutions, identify member needs to identify beneficial FourLeaf products and services and refer members to the platform or business partners when an additional opportunity is identified. Monday to Saturday availability required. Core Contributions • Operations, • Effectively process financial transactions by utilizing FourLeaf systems in accordance with established policies and procedures. This includes but is not limited to deposits, withdrawals, payment, issuing bank checks, money orders, gift cards and process Speed Deposit and Night Drop transactions, if applicable., • Make sound decisions that adhere to all policies, procedures, and regulatory banking requirements. i.e. making determinations for check holds while adhering to funds availability policy., • Identify red flags based on risk guidelines and refer escalations to supervisors when necessary., • Manage teller line and drive-up traffic to limit waiting times., • Member Experience, • Provide exceptional member experiences by cultivating relationships., • Identify member needs and recommend beneficial products and services., • Refer members to the platform or business partners to further assist the member with their banking needs., • Engage with members as they enter the branch by welcoming them., • Assist with lobby management by checking in with members waiting for platform services., • Process requests that can be managed at the teller line. Ex: printing of debit cards, submitting fraud claims and disputes, etc., • Compliance, • Support the branch by participating in opening/closing procedures, daily reports, audit tasks and dual control., • Maintain controls, reconciliations and reports as needed or required. This includes, but is not limited to verifying currency, balancing individual cash box/cash recyclers (TCR), daily reports, CTR's, SAR's., • Stay abreast and adhere to policies, procedures, and banking regulations., • Identify and handle existing, emerging risks and fraud trends to minimize exposure to members and FourLeaf., • Comply with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control., • Strategy, • Participate in the overall success of the individual, branch, Retail Banking and organizational goals by meeting or exceeding assigned performance goals and metrics. Assets You Will Bring • High School Diploma or GED., • 1-4 years of customer service and cash handling experience., • PC, Windows, and internet proficiency., • Detail oriented, strong organizational skills, superior member service, excellent communication, and time management. The expected salary for this role is $20 per hour. ( FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus. ) In addition to the salary or hourly rate listed above there may be other compensation & benefits available. What Sets Us Apart? Along with a comprehensive benefit package, we offer: • Competitive 401k, • Tuition reimbursement, • Flexible work options, • Volunteer opportunities, • Water Cooler Chats with executive teammates, • Clubs & Sports, • Food truck days and more! Who is FourLeaf? FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals. We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, and Fortune's Best Workplaces in Financial Services & Insurance 2024. As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers.Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch.Holds customer appointments sch

Job DescriptionAt Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement.Role Overview: As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, your primary responsibility is to deliver exceptional member experiences to both current and prospective members. This role focuses on building and enhancing relationships through acquisition, retention, and cross-selling strategies within the retail banking environment.In addition to identifying referral opportunities for services such as consumer lending, commercial lending, mortgage lending, and wealth management, this position includes a supervisory component. You will work closely with the Assistant Branch Manager to oversee daily branch operations, ensuring smooth workflows and operational efficiency.Financial Services Representatives are expected to collaborate with cross-functional teams to achieve departmental and Credit Union goals while maintaining high accuracy and reliability. Success in this role requires a customer-centric approach and the ability to balance service, sales, and compliance priorities effectively.Key Responsibilities:Provide exceptional member experiences to both current and prospective Suffolk Credit Union members.Build and maintain relationships through acquisition, retention, and cross-selling opportunities within retail banking.Identify and refer opportunities for lending, wealth management, and other services to meet members' financial needs.Collaborate with cross-functional teams to achieve departmental and Credit Union goals.Ensure accuracy, efficiency, and confidentiality in all transactions and tasks.Proactively engage with members through research and outreach for sales and service opportunities.Perform daily Personal Banker responsibilities, including account maintenance, lending processes, and cash handling.Balance member service, sales objectives, and compliance with Credit Union policies and state/federal regulations.Support the Credit Union's growth through community involvement, business development efforts, and branch activities.Achieve monthly loan goals ethically, ensuring compliance with all regulations while contributing to overall branch success.Essential Qualifications:Qualified candidates will have a high school diploma or equivalency certification. At a minimum, 3 years of customer service, preferably in a banking environment. Cash handling preferred, supervisory experience required. Notary license required to be obtained within three (3) months of hire. NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired. Bilingual preferred.Strong interpersonal skills with the ability to empathize and build rapport.Clear and articulate communication, both orally and in writing.Proficient in customer service and handling confidential information with discretion.Ability to work effectively with direct supervision and support branch goals.Intermediate mathematical skills with knowledge of loan processing procedures.Familiarity with credit union products, services, policies, and regulations.Understanding of relevant laws and regulations, including Truth in Lending, HMDA, ECOA, and others.Working Conditions:Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information.Occasionally required to lift over 45 lbs., such as supply boxes.Occasionally works unusual hours, including Credit Union Days and call nights.Must be available to work a flexible schedule, including Saturdays.Occasionally required to travel up to 50 miles for business needs.Apply today and embark on a rewarding career and start empowering your possible!Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.The compensation range provided is in compliance with state specific laws. Factors that may be used to determine your actual rate of pay include your specific skills, years of experience, and other qualifications. Job Posted by ApplicantPro

Job Description Job Title: AR Finance Assistant Location: 315 Walt Whitman Road, Huntington Station, NY 11746 Schedule: Monday – Friday | 9:00 AM – 5:30 PM | 30-minute lunch break Position Type: Full-Time, Hourly About Us: We are a mid-sized general contracting company with a strong reputation for delivering projects across sectors including banking, corporate interiors, education, retail, and healthcare. Our team values integrity, accuracy, and professionalism, and we offer a collaborative environment with opportunities for growth. Position Summary: We are seeking a detail-oriented AR Finance Assistant to support our finance and billing operations. This in-person role is critical to ensuring accurate and timely invoicing for our projects, with a focus on progress billing, lien waiver management, and coordination with project managers and subcontractors. Key Responsibilities: • Receive and track project percentage completions on a weekly basis, • Prepare AIA billing packages, including AIA G703, G704, and G701 forms, • Manage and update lien waiver trackers and collect executed lien waivers, • Generate invoice cover sheets and ensure all supporting documentation is attached, • Perform basic Certificate of Insurance (COI) management for billing compliance, • Coordinate with project managers to ensure billing accuracy and timing, • Maintain organized electronic and physical billing records, • Assist with other general administrative and finance tasks as needed Qualifications: • 1–3 years of experience in construction finance, billing, or AR support preferred, • Familiarity with AIA billing documents (G703, G704, G701) REQUIRED, • Strong proficiency in Microsoft Excel, Word, and Outlook, • Experience with construction management software is a plus, • Detail-oriented with excellent organizational skills, • Effective communication skills and professional demeanor, • Ability to work independently and handle sensitive information with discretion Compensation and Benefits: • Hourly pay range: $22.00–$30.00/hour based on experience, • Medical, dental, vision, and supplemental insurance available after probationary period, • 30-minute paid lunch break daily, • Currently no PTO and no paid holidays for hourly positions, • Growth potential within the finance or project administration departments Why Join Us: • Play a key role in keeping projects financially on track, • Work with a supportive and experienced team, • Develop skills in construction billing, compliance, and project finance, • Be part of a reputable and growing construction company

Job Description Customer Success Associate (Front Office) Central Islip, NY | Full-Time | Monday-Friday | 7:30 a.m.-4:30 p.m. Be the First Impression. Create Great Customer Experiences. Do you enjoy helping people, staying organized, and keeping things running smoothly? Do you take pride in providing exceptional service and making customers feel welcomed and supported? Quality Enclosures is looking for a friendly, organized, and customer-focused Customer Success Associate (Front Office) to join our team. As the first point of contact for many of our customers, vendors, and visitors, you’ll help create a positive experience from the moment they call or walk through our doors. You’ll answer questions, provide updates, coordinate with multiple departments, and ensure every interaction reflects the high level of service Quality Enclosures is known for. If you enjoy building relationships, solving problems, and working with a collaborative team, we’d love to meet you. What You’ll Do As our Customer Success Associate, you’ll help create a seamless customer experience while supporting the daily operations of our front office and Customer Success department. Your responsibilities will include: • Welcome customers, vendors, and visitors with warmth and professionalism, • Answer incoming calls and connect customers with the appropriate department, • Assist customers with order status, deliveries, pickups, product questions, and general inquiries, • Work with Customer Success, Sales, Production, Logistics, Engineering, and Accounting to resolve customer needs, • Follow up with customers to provide updates and ensure timely communication, • Support the Customer Success and Sales teams with administrative and customer-related tasks, • Process payments and assist walk-in customers, • Prepare customer paperwork and maintain accurate records, • Help maintain a professional, organized, and welcoming front office, • Identify opportunities to improve the overall customer experienceWhat We’re Looking For We’re looking for someone who genuinely enjoys helping people and takes pride in delivering outstanding customer service. The ideal candidate will have: • 2+ years of experience in customer service, office administration, reception, hospitality, banking, sales support, or a related role, • Excellent verbal and written communication skills, • Strong organizational and multitasking abilities, • The ability to remain calm, professional, and friendly in a fast-paced environment, • Proficiency with Microsoft Outlook, Word, and Excel, • A positive attitude, strong attention to detail, and willingness to learn, • A team-first mindset and a passion for helping customers and coworkers succeed Experience with CRM, ERP, order-management, or customer-service software is a plus. Why Join Quality Enclosures? Quality Enclosures has been a trusted manufacturer of custom shower enclosures and flat-glass products for more than 50 years. We believe exceptional customer experiences begin with exceptional employees. When you join our team, you’ll become part of a supportive, collaborative environment where your contributions are valued and you’ll have opportunities to continue developing your career. What We Offer • Health, dental, and vision insurance, • 401(k), • Paid time off, • Paid training, • Supportive team environment, • The stability of a company with more than 50 years of success Location: Central Islip, NY Schedule: Monday-Friday, 7:30 a.m.-4:30 p.m. If you’re looking for a role where you can positively impact customers every day while working alongside a supportive team, we’d love to hear from you. Apply today and help Quality Enclosures create exceptional customer experiences.

Job Description SUMMARY: The Manager, Contact Center is responsible for the strategic leadership, daily management, and continuous improvement of Island Federal Credit Union's Contact Center. This position oversees all aspects of Member interactions across phone, email, chat, video, secure messaging, and emerging digital channels while ensuring an exceptional Member experience, operational excellence, regulatory compliance, and achievement of departmental goals. The ideal candidate is a seasoned Contact Center leader with extensive experience managing high-volume service environments, developing high-performing teams, utilizing data and analytics to drive performance, and implementing best practices that improve service levels, first-contact resolution, Member satisfaction, and operational efficiency. This individual must be a hands-on leader, capable of coaching staff, resolving complex Member issues, and serving as the organization’s subject matter expert on contact center operations. ESSENTIAL DUTIES AND RESPONSIBILITIES: Leadership Qualifications: • Proven ability to build, develop, and lead a high-performing Contact Center Team., • Extensive experience coaching managers, supervisors, and Contact Center Team members., • Demonstrated ability to improve Team member engagement, productivity, quality scores, and Member satisfaction results., • Strong business acumen with the ability to analyze trends, identify opportunities, and implement solutions., • Experience leading organizational change and technology implementations. Technical Expertise: • Expert knowledge of Contact Center operations, workforce management, service level management, quality assurance programs, coaching methodologies, and performance analytics., • Extensive experience utilizing Contact Center technologies including:, • Call routing systems, • Automatic Call Distribution (ACD), • Interactive Voice Response (IVR), • Quality Monitoring systems, • CRM platforms, • Contact Center analytics and reporting tools, • Strong understanding of digital banking platforms and Member self-service technologies., • Advanced proficiency with Microsoft 365, Excel, reporting tools, and dashboard development. Industry Knowledge: • Strong understanding of financial institution operations, products, services, and Member relationship management., • Working knowledge of Credit Union regulations such as BSA/AML, OFAC, UDAAP, privacy regulations and information security standards, • Ability to effectively manage risk while maintaining exceptional Member experience. Additional Duties and Responsibilities: • Achieve first-call resolution by effectively addressing Member/customer inquiries and resolving issues during the initial interaction whenever possible., • Successfully transform or significantly improve Contact Center performance., • Use data and analytics to make operational decisions., • Create a culture of accountability, service excellence, and continuous improvement., • Understand both the service and sales components of a Contact Center., • Effectively balance Member experience, operational efficiency, risk management, and employee engagement., • Develop future leaders and builds strong succession plans., • Serve as a trusted advisor to senior management on Contact Center strategies and trends., • Stay current on emerging Contact Center technologies, artificial intelligence, automation, and Member experience best practices., • Develop, manage and maintain departmental budgets, ensuring effective allocation of resources, fiscal accountability, and alignment with organizational objectives, • Perform additional duties as assigned REQUIREMENTS: • Bachelors degree or equivalent combination of education and experience, • Must have 3 – 5 years of prior contact center experience, preferably in a Credit Union environment, • 3-5 years of supervisory experience, • Certified Contact Center Manager (CCCM), preferred, • Experience with call center software, preferably Beacon/Elevate, • Project Management experience, preferred COMPETENCIES: • Excellent written and oral communication skills., • Excellent organizational skills., • Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously., • Ability to work independently of supervision.

Job DescriptionDescription: We are seeking a highly motivated and experienced Accounting Team Lead to join our growing Finance and Accounting organization. This role is designed for an accomplished accounting professional who excels through leadership by example, consistently demonstrating strong technical expertise, accountability, and professionalism. As an Accounting Team Lead, you will serve as one of the department's trusted and knowledgeable contributors, helping to set the standard for the quality, accuracy, and timeliness of the team's work. The ideal candidate is someone who takes pride in being a dependable team player, enjoys tackling challenging accounting issues, and is motivated by the opportunity to make a meaningful impact. About Servbank: Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. With the addition of Iroquois Federal, founded in 1883 and deeply rooted in Midwest communities, we combine over a century of relationship-based banking with innovative, technology-driven solutions. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank. Key Responsibilities: • Lead by example, fostering a culture of accountability, collaboration, professionalism, and continuous improvement., • Independently compile, analyze, and review financial information to prepare and record journal entries within the general ledger system, ensuring transactions are accurately documented and properly supported., • Record, reconcile, and analyze the Bank's daily cash and investment activities, identifying variances and escalating concerns as appropriate., • Prepare, review, and maintain account reconciliations, ensuring outstanding items are researched and resolved in a timely manner., • Support the month-end and year-end close processes, including preparation and review of journal entries, reconciliations, schedules, and supporting documentation., • Prepare a variety of daily, weekly, and monthly accounting schedules and reports with a high level of accuracy., • Maintain and update departmental procedures, ensuring documentation remains current, accurate, and aligned with internal control requirements and standard procedure templates., • Support internal and external audits by collecting, reviewing, validating, and organizing audit documentation and responding to auditor requests., • Assist with the preparation and filing of regulatory reports, including but not limited to the FR 2900 Report, Call Report, and Y-9SP Report., • Serve as a backup for the Accounts Payable function, including reviewing expense coding, processing vendor invoices and employee reimbursement requests, and ensuring compliance with company policies and procedures., • Identify process inefficiencies and opportunities for improvement, recommend solutions, and support implementation of approved enhancements., • Perform special projects, research assignments, and ad hoc financial analyses as requested by management., • Collaborate effectively with internal departments and business partners to resolve accounting-related questions and issues.Requirements:, • Strong understanding of Generally Accepted Accounting Principles (GAAP) and accounting controls., • Advanced analytical and problem-solving skills with attention to detail., • Ability to independently prioritize workload, meet deadlines, and manage multiple responsibilities., • Strong written and verbal communication skills., • Proficiency in Microsoft Excel and accounting software applications., • Experience preparing account reconciliations, journal entries, and financial reporting schedules., • Knowledge of banking operations, regulatory reporting, and financial institution accounting preferred., • Ability to identify process improvement opportunities and contribute to operational efficiencies. Education and Experience: • Bachelor's degree in Accounting, Finance, or a related field required., • Minimum of 5 years of accounting experience required; banking or financial services industry experience preferred., • Experience with general ledger systems and financial reporting applications EEO Statement: We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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