Bookkeeping services jobs in New York, New YorkCreate job alerts

Job DescriptionOur property is growing rapidly and we are looking for a night auditor who loves working with people, possesses a strong commitment to customer satisfaction, and has bookkeeping experience! We provide the tools and training to bolster your hospitality career goals. If you are seeking an overnight position with a team of true professionals, apply today!Compensation: $19 hourly Responsibilities: • Ensure all guests feel they are having an exceptional experience at the property, • Verify, audit, and reconcile all financial records such as room charges, cash drawer activity, credit card transactions, final bill preparation, room charges, and occupancy percentages, • Process additional administrative, bookkeeping. and accounting procedures as required, • Prepare and distribute daily, weekly, and monthly reports to general manager, department heads, and hotel management, • Respond to inquiries, process reservations and check-ins, delegate housekeeping, security, and service requests, resolve guest complaints, and other front office duties as required Qualifications: • Computer proficiency is required; experience with accounting or reservation software is preferred, • High school diploma or equivalent required; some college preferred, • Excellent customer service and communication skills are required, • Overnight shift; requires flexible hours, • Front desk clerk duties, guest services, night auditor or previous hospitality experience is preferred but not required About Company Find us right on Route 3 in Clifton, close to New Jersey’s best attractions. We’re five miles from American Dream’s retail and entertainment complex and The Meadowlands Sports Complex, home to MetLife Stadium. New York City is just 10 miles away.

Job Description JOB TITLE: Night Auditor REPORTS TO: Front Office Manager Purpose for the Position: To close the day, ensure all revenues, receipts, and ledgers are balanced, check in and out hotel guests, answer telephones, provide maximum levels of guest service, and support the hotel’s rooms division in any way required to ensure complete guest satisfaction. Essential Responsibilities: • Greet, register, and assign rooms to guests of the hotel., • Verify customers’ credit, and establish how the customer will pay for the accommodation upon check-in., • Keep records of room availability and guests’ accounts using computerized property management system., • Perform simple bookkeeping activities, such as balancing receipts and revenues for the day, and perform income audit on all revenues posted (i.e., calculating restaurant checks and telephone charges to ensure proper revenues have been posted) prior to closing the day., • Review accounts and charges with guests during the checkout process., • Transmit and receive messages using telephones or telephone switchboards., • Contact overnight housekeeping or maintenance staff when guests report problems., • Make and confirm reservations., • Answer inquiries pertaining to hotel services, registration of guests, and shopping, dining, entertainment, and travel directions., • Record guest comments or complaints, referring customers to managers as necessary., • Answer all incoming phones in three rings or less., • Complete “bucket checks” to ensure all accounts are current and comply with standards established by the hotel’s Controller and Front Office Manager. To do this kind of work, you must be able to: • Be an outgoing, welcoming personality for the hotel., • Use logical thinking and personal judgment to perform a variety of office tasks., • Make decisions based on your own judgment and company policy., • Follow instructions without close supervision., • Speak and write clearly and accurately., • Be available to work overnight shifts, weekends, and holidays. Physical Demands: Lifting 10 lbs. maximum and occasionally lifting and/or carrying such articles as dockets, ledgers, and small tools. Walking and standing are required only occasionally. Reaching, handling, feeling, talking, hearing, and seeing. Environmental Conditions: Inside: Protection from weather conditions, but not necessarily from temperature changes. A job is considered “inside” if the worker spends approximately 75% or more of the time inside. Math Skills: Requires mathematical development sufficient to be able to: Compute discount, interest, profit and loss, commission, markups and selling price, ratio and proportion, and percentages. Calculate surface, volumes, weights, and measurements. Language Skills: Must have developed language skills to the point to be able to: Read newspapers, periodicals, journals, and manuals. Write business letters, summaries, and reports using prescribed format and conforming all rules of punctuation, grammar, diction, and style. Participate in discussions and debates. Speak extemporaneously on a variety of subjects. Relationship to Data, People, and Things: Data: Compiling: Gathering, collating, or classifying information about data, people, or things. Reporting and/or carrying out a prescribed action in relation to the information is frequently involved. People: Speaking-Signaling: Talking with and/or signaling people to convey or exchange information. Includes giving assignments and or directions to helpers or assistants. Things: Operating-Controlling: Starting, stopping, controlling, and adjusting the progress of machines or equipment. Operating machines involves setting up and adjusting the machine materials as the work progresses. Controlling involves observing and turning devices to regulate reactions of materials.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job Description · Experienced Customer Services Representative required. · Responsible for providing a variety of paying and receiving functions for members in person, via phone, and through the mail, including processing checks deposits, checks withdrawals and loan payments. · Balances each day's transactions and verifies totals. · Performs a broad variety of member services functions such as opening and closing accounts, credit card payments, renewing certificate of deposit, and assisting members with bookkeeping and checking account Issues. · Answers members’ questions regarding Credit Union products and services. · provided and performs a variety of account maintenance duties. Actively cross-sells Credit Union products. Company DescriptionThis is a financial institution. A Federal Credit UnionThis is a financial institution. A Federal Credit Union

Job DescriptionDescription: We are seeking an energetic and detail-oriented Luxury Store Manager to lead our high-end retail salon. In this role, you will oversee daily store operations, drive sales growth, and ensure an outstanding client experience. Your leadership will inspire a team of stylists, manage inventory, and uphold the brand’s luxurious standards. This position offers an exciting opportunity to shape the shopping experience for discerning clients while fostering a dynamic and inclusive team environment. Responsibilities • Lead and motivate the store team to achieve sales targets and deliver exceptional customer service., • Manage all aspects of store operations, including inventory control, merchandising, and visual presentation., • Oversee employee recruitment, onboarding, training, and development to build a skilled and motivated team., • Handle customer inquiries with professionalism, ensuring satisfaction through personalized service., • Implement effective sales strategies using retail math, pricing techniques, and marketing initiatives to maximize revenue., • Maintain accurate cash handling, POS transactions, payroll processing, and bookkeeping records., • Supervise shift management duties such as scheduling, stock replenishment, and ensuring compliance with company policies. Skills, • Proven management experience in luxury retail or high-end boutique environments., • Strong leadership skills with the ability to inspire and develop a diverse team., • Excellent communication skills; bilingual or multilingual abilities are a plus., • Skilled in negotiation, customer service excellence, and conflict resolution., • Proficient in inventory management systems, POS technology, and retail math principles., • Experience with recruiting, employee orientation, training & development programs., • Knowledge of merchandising techniques, pricing strategies, and marketing concepts., • Ability to handle cash handling procedures accurately while maintaining organizational skills., • Demonstrated ability to manage budgets, perform retail math calculations, and oversee store operations efficiently. Join us as a Luxury Store Manager to lead a vibrant team dedicated to delivering an unparalleled shopping experience that celebrates beauty and confidence!Requirements:, • 3+ years of experience in a retail or beauty environment, • 3+ years of manager experience (preferred), • Passion for the beauty industry, particularly hair extensions and styling services., • Strong leadership skills with the ability to motivate and guide a team., • Excellent communication, interpersonal, and problem-solving skills., • Proven ability to achieve sales goals and deliver exceptional customer experiences., • Flexibility to work evenings, weekends, and holidays as required. Benefits And Perks • Base pay of $70,000+ with additional annual bonus based on store performance, • 401(k) with company match - $ for $ up to 4% - immediately vested, • Vacation/Holiday Leave, • Great Medical/Dental/Vision Insurance, • Life and AD&D Insurance, • Opportunities for growth and advancement, • And so much more! Equal Opportunity Work at Beauty Industry Group: At Beauty Industry Group, we are proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all team members. We consider all qualified applicants for employment without regard to race, color, religion, sex, pregnancy, national origin, age, sexual orientation, gender identity or expression, disability, genetic information, protected veteran status, or any other legally protected characteristic.

Job Description At Curaleaf, we're redefining the cannabis industry with a strong commitment to quality, expertise, and innovation. As a leading global cannabis provider, our brands—including Curaleaf, Select, and Grassroots—offer premium products and services in both medical and adult-use markets. Join us at Curaleaf to be part of a high-growth, purpose-driven company that champions corporate social responsibility through our Rooted in Good initiative, supporting community outreach and positive change. Here, you'll have the opportunity to make a meaningful impact, drive innovation, and help shape the future of cannabis. Assistant Store Manager Job Type: Full Time The candidate must have open availability on weekdays, evenings, weekends, holidays, and occasional overnights. Who You Are: As an Assistant Store Manager, you will assist the Store Manager in helping develop, lead, and motivate a team to deliver an exceptional customer experience that supports building brand loyalty and achieving financial targets. You will operate as the Manager on Duty as assigned by Store Management as well as representing Curaleaf as a brand ambassador by providing top-notch customer service and educating guests on our products. What You'll Do: • Proactively communicate with Store Manager, District Manager and Cross-functional Partners to maximize revenue opportunities., • Model the way and leads selling behaviors, aligned with our brand culture, to support building loyal customer relationships and delivering on key financial targets., • Monitor and analyze the customer service provided by team members, offer feedback and coaching., • Model and share customer service best practices with all team members to deliver a distinctive and delightful guest experience, including interpersonal habits and Curaleaf service traits., • Supervise the operation of the store and team members, opening/closing/changing shifts, task delegation, and scheduling team members, • Supervise the control of the store money including register counts, withdraws from the bank, armored car pickups, safe deposits, change orders, and oversee all aspects of bookkeeping including ledger, invoices, cash reports, and time records., • Learn to analyze inventory trends and supervise inventory management, including ordering items, keeping stock, and leveraging company resources to avoid outs and overstock., • Maintain knowledge of all computer and technology systems and software (e.g. registers, LeafLogix, etc.)., • Comply with all company policies and procedures; maintain respectful relationships with coworkers., • Complete special assignments and other tasks as assigned, including assisting team members as needed., • Willing to travel to other locations for training and/or coverage, • Travel Requirements: 10% - 25%, • Perform other duties as assigned. What You'll Bring: • Minimum of 1 year of experience in retail and/or customer service experience in a high-paced selling environment., • You have a minimum of 1 year of retail supervisory experience., • You possess strong sense of business acumen and an understanding of how to measure success through the achievement of financial targets and other key performance indicators., • You are fluent in reading, writing, and speaking English., • You have the willingness to work a flexible schedule including extended days, evenings, and weekend hours., • You have previous experience working in a heavily regulated industry., • You possess strong leadership skills, ability to build and manage teams., • You possess strong salesmanship skills. Experience in driving revenue., • You have strong experience and attention to detail in cash handling and POS operations., • You've demonstrated a desire for continued learning and the ability to effectively share information with broad audiences., • You can work independently and take initiative/be empowered to run the business in the absence of the Store Manager. Even Better If: • You have previous experience in the cannabis industry. Physical Requirements: While performing the duties of this Job, the employee is regularly required to stand, walk, talk or hear, stoop, kneel, crouch or crawl, use hands and finger to feel, reach with hands and arms, and lift up to 25 pounds. The employee is occasionally required to climb, balance, and lift up to 50 pounds. This position requires close vision (clear vision at 20 inches or less). Work Environment: This job operates in a professional retail environment. This role routinely uses standard office equipment such as computers, POS systems, phones, photocopiers, and filing cabinets. This position has allergen warnings including potential exposure to dust, pollen, and plant pathogens and requires the ability to work in confined spaces, have a high stress tolerance, adaptability, and be flexible to work in an ever-changing environment. Curaleaf Pay Transparency$60,000—$67,000 USD What We Offer: • Career Growth Opportunities, • Competitive Pay and Benefits, • Generous PTO and Parental Leave, • 401(K) Retirement Plan, • Life/ Disability Insurance, • Community Involvement, • Referral Bonuses and Product Discounts Benefits vary by state, role type, and eligibility. Follow us on Social Media: Instagram: @curaleaf.usa Twitter: @Curaleaf_Inc LinkedIn: Curaleaf LinkedIn Curaleaf Holdings, Inc. (TSX: CURA) (OTCQX: CURLF) ("Curaleaf") is a leading international provider of consumer products in cannabis with a mission to enhance lives by cultivating, sharing, and celebrating the power of the plant. As a high-growth cannabis company known for quality, expertise and reliability, the Company, and its brands, including Curaleaf, Select, Grassroots, Find, and Anthem provide industry-leading service, product selection and accessibility across the medical and adult-use markets. Curaleaf International is powered by a strong presence in all stages of the supply chain. Its unique distribution network throughout Europe, Canada and Australasia brings together pioneering science and research with cutting-edge cultivation, extraction and production. Home | Curaleaf | Cannabis with Confidence Our Vision: To be the world's leading cannabis company by consistently delivering superior products and services and driving the global acceptance of cannabis. Our Values: • Lead and Inspire., • Commit to Win., • ONE Curaleaf., • Driven to Deliver Excellence. Curaleaf is an equal opportunity employer. Curaleaf recruits, employs, trains, compensates, and promotes regardless of race, religion, color, national origin, gender identity, sexual orientation, physical ability, age, veteran status, and other protected status as required by applicable law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Individuals adversely impacted by the war on drugs are encouraged to apply. Current Curaleaf employees should apply for open positions through our Internal Job Board, which can be accessed via the link on The Leaf. *Please note that U.S. immigration rules and regulations are governed by federal law; not state law. Although Curaleaf operates in states that have legalized and decriminalized marijuana, it is still considered a controlled substance under federal regulations and thus illegal under federal law. For this reason, unless and until federal law changes, Curaleaf is prohibited from offering sponsorship for any non-immigrant or immigrant visas. *Please also note that while candidates who are Lawful Permanent Residents (such as those with Green Cards) are eligible for employment with, and are hired by Curaleaf, working for a company engaged in a business that grows and sells a product that is illegal under federal law might compromise the candidate's immigration status. Before a Lawful Permanent Resident accepts an offer of employment, Curaleaf recommends that the candidate seek the advice of an immigration lawyer.

Job Description Location: Lawrence, NY Reports to: COO Compensation: Base $225k-$250k (DOE) + annual bonus Who We Are Waste Solution Services (WSS) helps multifamily and commercial portfolios lower and stabilize waste spend. We do not haul trash; we sit between clients and haulers to audit invoices, optimize contracts, right-size service, centralize billing, and manage service issues. Our work is built around cost predictability, operational clarity, and strong execution. The Role (What You’ll Do) After experiencing tremendous growth, WSS is seeking a CFO to own the financial health of WSS and oversee all finance operations. This leader will further develop and manage AP, AR, Collections, FP&A, and Bookkeeping while providing strategic guidance on budgeting, forecasting, accruals, and pricing strategies. The role is approximately 80% management and oversight, with 20% direct involvement in budgeting and financial understanding to support the company’s growth and decision-making. Core functions: • Review and improve procedures and KPI's for Finance departments, • Oversee all WSS finance functions, including AP, AR, Collections, FP&A, and bookkeeping., • Build and manage a team for financial reporting, budgeting, forecasting, and accrual-based accounting., • Lead the company’s budgeting process and support pricing and price increase decisions., • Build clear financial visibility for leadership and ensure accuracy across reporting., • Maintain accountability for finance processes, controls, and deadlines., • Partner with leadership to understand business performance and guide financial strategy., • Translate financial data into actionable insights that support company planning., • Ensure finance operations are organized, reliable, and scalable as WSS grows., • Provide trusted guidance on financial decisions that affect operations and revenue., • Help align finance with the company’s long-term vision and operating priorities. What Success Looks Like (Outcomes) • Finance operations run accurately, consistently, and on time., • Leadership has clear visibility into performance, forecasts, and budgeting., • Price increases and budgeting decisions are supported by solid financial analysis., • AP, AR, Collections, bookkeeping, and FP&A are managed with strong accountability., • The finance function is trusted, proactive, and aligned with the company’s direction. Who You Are • A strong financial leader with experience managing full finance operations., • A supportive and communicative leader open to mentoring and developing their direct reports., • Comfortable balancing management oversight with hands-on financial work., • Highly trustworthy, organized, and detail-oriented., • Able to understand the broader business and connect finance to company vision., • A clear communicator who can work well with leadership and cross-functional teams., • Confident working in a fast-moving environment that requires accountability and judgment. Requirements • Bachelor's in Finance, Accounting, or related degree., • Experience in building and leading internal (not outsourced) finance operations in a growing business., • Strong background in AP, AR, bookkeeping, budgeting, and forecasting., • Accrual accounting experience required., • 10+ years of relevant experience, • 5+ years senior management experience, including managing multiple teams, • Based in New York preferred; Connecticut will also be considered., • Ability to manage the full finance function with minimal oversight., • Strong understanding of how finance supports company growth and vision., • Proven ability to earn trust through sound judgment, accuracy, and discretion., • Familiar with US GAAP Preferred Experience (Nice to Have) • Active CPA license, • Experience supporting pricing strategy and price increases., • Waste management, multifamily, commercial services, or related industry experience is a plus. Why WSS • High-impact leadership role with visibility across the company., • Opportunity to shape financial strategy as the business grows., • Direct influence on budgeting, forecasting, and pricing decisions., • A chance to support a company with a clear value proposition and a strong operating model. Notice: WSS does not accept unsolicited contact from recruiters, agencies, or third-party vendors. Applicants must complete the official application to be considered. Direct emails or phone calls to the Company will not be accepted and may result in disqualification from consideration. Powered by JazzHR cENKjPv0AC

Job DescriptionAbout the Opportunity This is an opportunity for an Accountant to join a nationally active title insurance and 1031 exchange platform, supporting a high-volume, multi-state transaction environment. This role sits at the center of financial operations, with a strong focus on escrow accounting, transaction accuracy, and compliance. It offers meaningful exposure to complex real estate transactions and the ability to play a critical role in ensuring smooth, compliant closings across the business. About the Company Our client is a North New Jersey-based firm with a national presence, specializing in title insurance and 1031 exchange services. The platform supports a high volume of residential and commercial transactions, with a reputation for precision, compliance, and operational excellence across multiple states. Role & Responsibilities Escrow & Trust Accounting • Maintain and reconcile escrow and trust accounts, • Process, record, and disburse escrow funds for real estate closings, • Investigate and resolve discrepancies in a timely manner, • Perform monthly three-way reconciliations (bank statement, escrow ledger, trial balance) 1031 Exchange Accounting • Record and track forward, reverse, and improvement exchange transactions, • Monitor exchange timelines and flag at-risk transactions, • Prepare exchange proceeds reports and coordinate with Qualified Intermediary (QI) team, • Maintain proper documentation and audit trails in accordance with IRS requirements General Bookkeeping & Accounts Management • Manage accounts payable and receivable, including premium remittances, • Record daily financial transactions in QuickBooks, • Reconcile bank, credit card, and general ledger accounts, • Process payroll entries, • Manage vendor relationships and ensure timely payments, • Support month-end and year-end close processes Reporting & Compliance • Generate financial reports including P&L, balance sheets, and transaction summaries, • Assist with premium tax filings and multi-state remittance schedules, • Support audits and regulatory reviews, • Maintain records in accordance with title insurance regulations, • Prepare 1099s and required tax documentationQualifications, • 3–5+ years of bookkeeping/accounting experience within title insurance, real estate settlement, or closing services, • Experience processing and reconciling HUD-1 and/or ALTA Settlement Statements (CD/TRID), • Strong understanding of the full real estate settlement lifecycle, • Solid knowledge of escrow accounting and trust account reconciliation, • Familiarity with 1031 exchange rules and Qualified Intermediary processes, • Proficiency with accounting software (QuickBooks preferred), • Strong Excel skills, • Highly detail-oriented with a high degree of accuracy and integrity, • Ability to manage a high volume of transactions in a deadline-driven environment, • Bachelor’s degree in Accounting, Finance, or related field preferred (or equivalent experience)Compensation, Hours, Location, • Salary: commensurate with experience, pls send your salary reqs, • Full-time | Monday – Friday, • Location: North New Jersey (Englewood Cliffs), • Benefits include health coverage, paid time off, and employee savings plan, • Support for continuing education and industry certifications

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job Description Firm Overview: Stable Rock is a next-generation outsourcing platform offering comprehensive back-office infrastructure and innovative services to early-stage and mid-sized enterprises. With our legacy dating back to 1975, for nearly 50 years we are renowned for our proficiency in accounting, financial advisory, and infrastructure support, currently serving over 400 US and international enterprises across diverse industries. At Stable Rock, we are the architects of success for entrepreneurs, founders, senior executives, management teams, CFOs, controllers, and business professionals. Our mission is to empower, scale, and fortify the bedrock of your enterprise - its IT, human resources, insurance, accounting, bookkeeping, tax, financial reporting, and the overall financial and operational infrastructure. Job Opportunity and Responsibilities: Stable Rock is seeking a highly collaborative, skilled and detail-oriented Manager to join and support the Accounting & CFO Services team. The ideal candidate will play an important role by preparing and analyzing financial information and ensuring accuracy and compliance. This position offers a unique opportunity to work with a variety of businesses across different industries and at different stages of their lifecycle, contributing to their financial health and success. This position features a hybrid work arrangement, blending in-office collaboration with remote flexibility. Key Responsibilities: • Develop an understanding of a client's business and aspects of their industry., • Client write ups and prepare financial statements on a monthly, quarterly, and annual basis., • Review and prepare clear and concise working papers., • Organize and consult with clients on transactional issues., • Assist with onboarding new clients., • Preparation of Key Performance Indicators (KPIs) and other management reports., • Assisting and maintaining clients' annual operating plan/budgets., • Provide training for new clients and staff in the use of shared software applications., • Manage multiple client engagements and projects concurrently with assigned teams., • Serve as a trusted advisor and build and maintain valued-added relationships with clients and their teams., • Contribute to special projects, as needed. Qualifications, Skills, and Experience: • Education: Bachelor's degree in Accounting, Finance, or related field required., • Experience: 5-7+ years of progressive experience in public accounting or related experience. Experience in Client Account Services is a plus., • Certifications: CPA certification required., • Skills and Qualifications:, • Demonstrated understanding of U.S. Generally Accepted Accounting Principles (GAAP) and ability to apply them to financial reporting and analysis., • Ability to manage multiple clients/projects and deadlines and handle a fast-paced environment where you can work both autonomously and, in a team-oriented setting., • Exceptional organizational, interpersonal, and communication skills., • Initiative, commitment to professional development, attention to detail, and client service excellence., • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally., • Ability to problem-solve and think both creatively and logically., • Software and Technology: High proficiency in Microsoft Excel and Word, knowledge of accounting G/L software such as Xero, QuickBooks (desktop and online), NetSuite, and Sage Intacct. Knowledge of E-Commerce platforms, inventory and SaaS software a plus. Location: Hybrid (New York, NY or Elmsford, NY) Compensation: Highly competitive all-in comp ($100,000 to $130,000) Benefits: • Medical, Dental, and Vision, • Health and Flexible Savings Accounts, • 401(k), • Paid time off Inclusion: Stable Rock is an equal opportunity employer and we value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. Application Process: Submit a resume, cover letter, and professional references to careers@stablerock.com. Job Posted by ApplicantPro

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionAbout Valinor Valinor is building a new kind of credit institution — one with the rigor and judgment of a financial firm and the speed and ambition of a technology company. We originate, structure, and distribute institutional-grade credit products natively onchain. The role You own financial and fund control at Valinor. Production is outsourced — bookkeeping, tax, and financial reporting sit with an outsourced accounting provider, and fund administration sits with our fund administrator. You own those relationships end-to-end: you are the sole point of contact for every finance and fund vendor, and the control layer above what they produce — reviewing their output, owning treasury and money-movement procedures, controlling fund operations, and serving as the internal owner of financial accuracy. You are the person who can say at any moment where the firm and the fund stand — and prove it. What you'll do • Finance and fund vendor ownership. Sole day-to-day point of contact for the outsourced accounting provider (bookkeeping and tax), fund administrator, banks, brokerage, and custody providers. These relationships do not route through anyone else at the firm., • Fund operations. Own the fund administrator relationship: daily NAV reconciliation review, sign-off on NAV packages, capital call and distribution execution, and the investor reporting cadence. Own operational readiness for fund events end-to-end. Work with investment team on forecasting, budgeting and scenario analysis., • Fee & allocation review. Review the fund administrator's NAV package, management-fee and incentive/carry calculations, and LP capital allocations for accuracy before sign-off — the internal control layer over what the administrator produces., • Treasury and banking. Own bank and brokerage account administration, bill pay and wire workflows, signer-list maintenance, and cash positioning. Payment approvals remain multi-party with the founders — you run the process and the controls around it., • Financial review. Review and sign off the monthly financials — and the underlying accounting (chart of accounts, journal entries, and GAAP treatment) — produced by our outsourced accounting provider against a documented close-review checklist; own the accuracy of the numbers the team relies on. Coordinate tax filings and the audit relationship., • Compliance controls. Own KYC/AML and investor-onboarding controls in coordination with the fund administrator, vendors and counsel., • Crypto money movement. Execute the procedures and controls for onchain transfers: initiation, coordination, documentation, and reconciliation of onchain activity against the books. Signing and custody authority remain with designated key holders; you own the control framework around them., • Regulatory support. Support regulatory applications and registrations (e.g., investment adviser registration) and build the surrounding control and reporting infrastructure, working with outside counsel and compliance advisors., • Legal coordination. Manage the legal workflow with outside counsel on finance, fund, and regulatory matters: deliverables, deadlines, and costs. Requirements What we're looking for • 5–10 years across fund accounting, fund operations, or controllership at a fund administrator, in financial-services audit, or in-house at an investment firm, ideally with experience in credit / private credit., • You have closed books, reviewed a fund administrator's NAV package, and run a capital call — this role assumes fluency, not potential., • A strong technical accounting foundation: fluent in US GAAP and able to review an outsourced bookkeeper's work — chart of accounts, journal entries, and financial statements — and catch what's wrong., • A controls mindset: segregation of duties, reconciliation discipline, checklists, and clean audit trails are how you think, not chores. Every process you own ends up documented and runnable by someone else — no single points of failure., • Experience managing outsourced providers (accounting, fund admin, tax) in a review capacity — you know how to hold vendors to a standard without doing their job for them., • Clear, proactive communication: risks flagged before they become problems, written status without prompting., • Comfortable in a lean team: this is a hands-on role with no staff — you are the control function., • An automation instinct: you use AI tools as a daily working habit, look at your own function as something to systematize and automate, and know what must stay human — approvals, sign-offs, and judgment. Build Claude-based skills and automations to create a control function that gets faster and tighter as the firm scales, without adding headcount. Benefits • Salary: $140k-200k depending on experience, plus benefits., • Equity Comp, • Reports to: CEO, • Start date: as soon as practical.

Job Description Are you a Physician seeking to reclaim your independence, maximize your earning potential, and achieve an exceptional work-life balance? Heart and Health Medical offers a unique Independent Practitioner Partner model designed to keep you at the forefront of patient care, free from administrative burdens. What We Offer You: • Unmatched Flexibility & Work-Life Balance:, • Craft Your Own Schedule: Enjoy the freedom to choose your full-time or part-time hours, with no on-call responsibilities., • Operational Flexibility: Select your preferred office hours and practice locations across Nassau and Suffolk County, Long Island (North Babylon, Massapequa, Coram, Plainview, Levittown)., • Less Travel: Stay close to home and maintain a satisfying work-life balance within your community., • Exceptional Earning Potential & Financial Freedom:, • Revenue Sharing: Earn 30% of profits from services billed, operating on a K1., • Partner from Day One: No financial liability, buy-ins, or buy-outs. Start as a partner and share in the success., • Greater Profit, Greater Freedom: Benefit from low malpractice premiums and tax incentives., • Strong Earning Potential: Your income is directly tied to your performance and patient volume, rewarding your dedication., • Comprehensive Support for Your Practice Growth:, • Full-Service Administrative Support: We provide turn-key practice management, including billing, revenue cycle management, accounts payable, bookkeeping, contracting, credentialing, compliance, EMR optimization, IT support, payroll administration, patient scheduling, staffing, HR services, and vendor management., • Practice Growth Support: Benefit from referrals, marketing, and brand management to help you grow your patient base., • Better Resources & Technology: Work with the best tools and support systems to streamline your work processes and make your life easier., • A Collaborative & Diverse Environment:, • Team-Oriented Approach: Join a team that values a patient-centered approach to care and strong interpersonal skills., • Diverse Specialties: Our growing team includes specialists in Allergy & Immunology, Cardiology, Internal Medicine, Podiatry, Women’s Health, wound care, pain management, rehabilitation, and more. We welcome both primary care providers and specialists, including those interested in mobile medicine. Contribution/Impact: Be crucial in steering where we're headed and making sure we stand out and keep growing. Work/Team Culture: Join a collaborative and positive work culture where support and opportunities for growth are paramount. Ideal Candidate Profile: Medical Degree (MD or DO) with active or eligible board certification in Family Medicine. Licensed (or eligible for licensure) in New York State. • Strong diagnostic, communication, and interpersonal skills., • Familiarity with EMRs and value-based care metrics is a plus., • An entrepreneurial mindset with an ability to grow and manage a thriving patient base., • Must have clinical experience; not considering new graduates or those currently in fellowship., • Preference for candidates based in Long Island, especially those with an established patient following or seeking a transition from private practice or retirement.

Job Description Applications won't be considered if not within commuting distance of Uniondale, NY Are you competitive? Do you have grit? Jump into the world of financial services by applying to join our growing team as an entry-level financial professional! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today! Benefits: • 401(k) with a 4% match, • Retirement plan, • Life and Disability Insurance, • Health Coverage: Medical/Pharmacy, Dental, Vision, • Pension PlanCompensation: $75,000+ at plan commission Responsibilities: • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs, • Tailor risk management strategies and client profiles to reflect each customer’s individual needs, • Stay updated about insurance industry changes that may affect customers in your portfolio, • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals, • Implement marketing strategies, including but not limited to cold calling and networking, to connect with potential clients while simultaneously maintaining a portfolio of current clients Qualifications: • Must be a superb communicator able to carefully analyze ideas like programs; experience working in customer service is beneficial, • Basic computer skills, including proficiency with the Microsoft Office Suite is required, • Experience using accounting or sales-related software is beneficial, • Candidates must have or be willing to get a license, • Willingness to learn about the industry, programs, and state and federal regulations that may impact policyholders About Company For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Free food & snacks, • Health insurance, • Help or transport service, • Opportunity for advancement, • Paid time off, • Training & development, • Tuition assistance, • Vision insurance, • Wellness resources Position Summary Nodeca Technical Services is seeking an organized and dependable Financial Operations Coordinator to assist with accounts payable, accounts receivable, payroll, insurance records, and general financial administration. The ideal candidate is detail-oriented, communicates clearly, and is comfortable working with QuickBooks, Excel, spreadsheets, invoices, payroll records, and financial documents. Primary Responsibilities • Process and track vendor bills and payments, • Prepare and send customer invoices, • Track accounts payable and accounts receivable, • Assist with weekly payroll preparation, • Review employee hours and payroll information, • Record payments, deposits, and financial transactions, • Enter and maintain information in QuickBooks, • Create and update Excel spreadsheets, • Maintain insurance certificates, audit records, and renewal documents, • Follow up on missing documents, unpaid invoices, and outstanding balances, • Communicate with vendors, employees, insurance representatives, and management, • Maintain organized and confidential financial recordsQualifications Candidates must have one of the following: • Completed college coursework in Business Management, Accounting, Finance, Business Administration, or a related fieldOR, • Three to five years of relevant experience in accounting, payroll, bookkeeping, accounts payable, accounts receivable, or financial administrationRequired Skills, • Strong reading and comprehension skills, • Strong Microsoft Excel and spreadsheet skills, • QuickBooks experience, • Strong written and verbal communication skills, • Ability to clearly explain financial information, • Strong attention to detail and accuracy, • Good organization and time-management skills, • Ability to manage multiple deadlines, • Dependable, professional, and willing to learnWork Schedule Full-time position Monday through Friday Eight-hour shifts Approximately 40 hours per week Compensation Starting pay: $22.00 per hour Entry-level position Opportunity for growth based on performance, dependability, accuracy, and ability to take ownership of responsibilities

Job Description About the Job: Self-Clearing Broker Dealer with Specialization in Proprietary Trading in US Equities Markets, headquartered in New York, NY is seeking a highly motivated Deputy CFO to join our dynamic team. Under the direction of the CFO, you will work on day-to-day accounting responsibilities of self-clearing proprietary trading firm. Responsibilities: • Payroll processing and administration including: ADP Workforce Now Time & Attendance administration, new employee set-up, payroll audits, payroll tax reporting and reconciliations, etc., • Ensuring accurate and timely completion of all accounting reports and financials including FOCUS filings., • Responsible for monthly reconciliations and bookkeeping, prepare and submits wire requests as needed, and travel & entertainment expense oversight and accounting, • Actively ensuring the firm is in regulatory compliance with net capital requirements, • Has the ability to develop and maintain concrete accounting policies, processes and systems to ensure optimal controls for the company, • Oversee the monthly close of the company books, the general ledger, and reporting of financial results, • Prepare weekly and monthly management financial health reports which will include, revenue/ expenses as well as financial comments with recommendations, • Has experience creating projections, rolling revenue calculations and Pro-Formas., • Handle treasury functions for Firm and affiliates, • Coordination of audits and the establishment and constant improvement of accounting policies which will include the development of efficient and effective processes that also support key areas of the business as well as internal controls, • Work with upper management in identifying and resolving BD related financial issues and suggesting procedure changes as necessary, • Account Payables/Receivables accounting and expense allocations, • Assist in managing new and existing banking relationships and administration, • Assist in data gathering for all tax filings and annual audit support Requirements • Bachelor’s Degree required / CPA preferred, • Has or willing to obtain Series 27 license, • Microsoft Dynamics GP experience preferred, • 6+ years experience in accounting function at a broker dealer, clearing firm, or financial services industry, • QuickBooks or equivalent accounting platforms and advanced Excel skills required, • Prior Payroll experience preferred, • An understanding of financial reporting systems, procedures, and controls, • Strong analytical, critical-thinking and problem-solving skills, • Ability to effectively communicate and interact with all levels of management and work in a team-oriented environment, • Ability to collaborate effectively with business partner Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Work From Home, • Salary Range: $170,000 - $220,000

Job DescriptionDescriptionWei, Wei & Co., LLP (WWC) is a dynamic, growth-oriented CPA firm serving clients across the U.S. and internationally. We are seeking a seasoned Internal Bookkeeping & Billing Specialist to join our internal finance team. This is not an entry-level role—ideal candidates will bring hands-on, lived experience in managing bookkeeping, billing, and financial reporting within a professional services environment. If you are a detail-driven, proactive professional with a passion for accuracy and efficiency, we’d love to hear from you. Key ResponsibilitiesDuties & Responsibilities (include, but are not limited to): • Bookkeeping & Reconciliation: Maintain accurate books, reconcile accounts (bank, credit card, GL), and ensure proper allocation of all transactions., • Billing & Invoicing: Prepare timely client invoices, monitor outstanding balances, and proactively resolve discrepancies., • Financial Reporting: Assist in monthly/quarterly reporting, and support audits with well-organized documentation., • Expense Management: Track expenses, monitor budget adherence, and provide insights on cost control., • Collaboration: Partner across teams to ensure accurate billing inputs and maintain open communication with clients when needed. Qualifications • Experience Required: Minimum 2–5 years in bookkeeping and billing (CPA firm, law firm, or professional services experience preferred)., • Proficiency in accounting systems (QuickBooks or similar) and Excel/MS Office Suite., • Strong attention to detail and accuracy; ability to manage multiple priorities., • Professional integrity, discretion with financial information, and excellent communication skills.This role is a great fit if you thrive in a fast-paced professional services environment, take ownership of your work, and enjoy being a key contributor to the financial stability of the firm.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionAbout EpicWorksEpicWorks provides movement organizations with the values-aligned infrastructure and services they need to fulfill their missions with confidence. We help strengthen the core of their operations by providing essential, dependable services related to people practices, financial management, legal compliance and organizational health. EpicWorks sets up organizations to achieve greater impact. EpicWorks team members specialize in finance, human resources, compliance, legal services, organizational culture and labor relations. Each team member brings years—often decades—of experience supporting organizations fighting for justice. This role will work directly for EpicWorks and will not be employed by Working Families Party or Working Families Power. About This Role Reporting to the Chief Financial Officer, the Controller is responsible for the overall management and integrity of all financial, accounting, and reporting activities across multiple entities including the fiscally sponsored projects of Working Families Organization (WFO). This role ensures compliance with GAAP, regulatory requirements, and internal policies while supporting strategic financial decision-making. As a key member of the finance leadership team, the Controller partners closely with senior leadership to maintain financial stability, strengthen internal controls, and manage the finance team—all in service of advancing EpicWorks’ work to support a range of movement organizations that are working toward racial, gender, economic, environmental, and all forms of justice. The ideal candidate brings a strong commitment to progressive values and understands the rigorous financial stewardship necessary for political organizations. They are an excellent people manager who leads with clarity, accountability, and care, and a diligent communicator who can translate complex financial information into accessible, actionable insights. This role requires someone who can balance technical excellence with values-driven leadership, fostering trust across teams and ensuring our financial systems actively support the integrity and sustainability of the organizations we serve. ESSENTIAL DUTIES AND RESPONSIBILITIESFinancial Management & Reporting • Oversee all accounting operations, including general ledger, accounts payable/receivable, and financial reporting systems, • Ensure compliance with GAAP and all regulatory and audit requirements, • Maintain accurate and timely monthly, quarterly, and annual financial close processes, • Prepare and review financial statements, reports, and supporting schedules, • Analyze financial data and provide insights to support strategic decision-making, • Develop and maintain balance sheet reconciliation processes and supporting schedules, • Perform cash flow management and forecasting, • Responsible for all intercompany transactions, from payments and reconciliations through to audit schedule preparationLeadership & Team Management, • In concert with the Chief Financial Officer, develop team goals and assist direct reports in setting work objectives, • Supervise accounting staff, including staff accountants, and bookkeeping functions, • Provide coaching, guidance, and performance oversight, • Step in to support operational tasks when staffing gaps arise, • Foster a culture of accountability, continuous improvement, and collaborationStrategic & Organizational Support, • Partner with senior leadership on financial strategy and organizational growth, • Act as a financial advisor to internal stakeholders, including board-level engagement when applicable, • Identify process improvements and lead special finance projects, • Maintain strong cross-functional communication across departmentsAudit, Tax & Compliance, • Maintain and strengthen internal controls and financial policies, • Lead all audit processes and serve as primary liaison with external auditors, • Prepare and manage all required tax filings (e.g., Form 990, 5500) and supporting documentation, • Ensure compliance with federal, state, and local financial regulations, • Oversee annual audit requirements for 401k plans, • In partnership with the Payroll team, manage multiple 401(k) employer contributions Grants, Programs & Multi-Entity Oversight, • Oversee accounting for all programs, grants, and fiscally sponsored projects, • Manage financial operations across multiple entities, • Ensure accurate grant tracking, reporting, and compliance, • Provide financial reporting and support to program staff and leadershipTreasury & Banking, • Manage banking relationships, including oversight of accounts with financial institutions such as JPMorgan Chase, • Oversee credit facilities, loans, etc., • Manage cash positioning, wire transfers, and reconciliationsBudgeting & Financial Planning, • Assist CFO with the redesign and management of the annual budgeting process in collaboration with program and leadership teams, • Support forecasting, variance analysis, and financial modeling, • Provide strategic recommendations to improve financial performance, • Support the work of the Revenue Manager by reviewing and updating key processes and serving as a mentor and guide.Systems & Operations, • Assist with the optimization of all financial systems, including fund accounting platforms (e.g., NetSuite, FundEZ), • Manage financial tools such as expense and card systems (e.g., OneCard, Ramp), • Implement and improve financial processes, systems, and internal controls, • Support business registrations and compliance (i.e. Franchise returns & State registrations) in coordination with OperationsSKILLS AND QUALIFICATIONS, • Bachelor’s degree in Accounting, Finance, or related field (CPA and/or MBA preferred), • Minimum 7–10 years of progressive nonprofit accounting/finance experience, including leadership roles, • Strong experience with multi-entity and nonprofit/grant accounting environments, • Demonstrated experience managing audits, tax filings, and financial reporting, • Expertise in GAAP, internal controls, and financial compliance, • Proficiency in accounting systems (e.g., NetSuite, FundEZ, or similar ERP platforms), • Experience managing fiscally sponsored projects and grant reportingCore Competencies, • High level of integrity, professionalism, and accountability, • Strategic thinker with a hands-on, solution-oriented approach, • Strong analytical and problem-solving skills, • Excellent communication skills with the ability to translate complex financial concepts, • Proven ability to manage multiple priorities in a fast-paced environment, • Strong leadership and team development capabilities Additional Attributes • Ability to collaborate effectively with both finance and non-finance stakeholders, • Commitment to continuous improvement and operational excellence, • Experience supporting cross-functional teams and organizational initiativesLOCATIONThis role requires in person work a few days per week in the Brooklyn, NY office.UNION AFFILIATIONEpicWorks is a unionized workplace. This role is a managerial role and excluded from the bargaining unit. EpicWorks' union employees are represented by Workers United affiliated with SEIU and the affiliated Local 1115, Workers United.Salary & Compensation: The final salary will be determined based on an internal equitable scale that takes into consideration years of experience, geographic location, and final job description. The upper end of the salary range is reserved for individuals who significantly exceed the minimum qualifications and years of experience.Applicants must be currently authorized to work for any employer in the U.S. We are unable to sponsor, or take over sponsorship of, employment visas at this time. Diversity, Equity, and InclusionEpicWorks is an equal opportunity employer with a commitment to economic and social justice. Women, people of color, LGBTQ people, people with disabilities, and members of other historically disenfranchised populations are strongly encouraged to apply. Any applicant who requires an accommodation in order to apply for or perform the essential functions of the job should contact us at jobs@workingfamilies.org with the subject line "Application Accommodation" to request such an accommodation. This role will work directly for EpicWorks and will not be employed by Working Families Party or Working Families Power.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionEducation -Bachelor’s degree in Business, Finance, Accounting, or equivalent related experience. Knowledge / Skills / Abilities -Solid understanding of general bookkeeping principles and practices. -Ability to work accurately and efficiently with numerical data and perform arithmetic computations quickly. -Skilled in preparing routine financial reports and records, and following both oral and written instructions. -Skilled in Microsoft Office (especially Excel) and familiar with basic accounting software functions. -Strong interpersonal skills to maintain effective working relationships with colleagues. Experience -Minimum of 3 years of bookkeeping experience, or an equivalent combination of training and experience. Languages: -Mandatory: English proficiency, Preferred: Japanese language skills Key Contacts Internal: -Senior Accounting Manager and team – implement accounting procedures as directed. -Department Managers – coordinate vendor or customer relationships, invoice payments, and resolve account issues. -All Staff – assist with vendor or customer-related invoicing inquiries. External: -Customers – manage invoice delivery and resolve account discrepancies. -Vendors – coordinate invoice payments and address account issues. Job Summary -Responsible for managing all aspects of the accounting function within the Accounting Department for assigned entities, including KDDI America, Inc. (KAM), its subsidiaries, and Telehouse International Corporation of America (TIA). Performs related tasks as directed by the Senior Accounting Director or Senior Accounting Manager. Essential Functions – Accounting Manager -Record vendor invoices in the general ledger. -Process vendor payments accurately and on time. -Prepare routine A/R and A/P reports and coordinate invoice approvals with department managers. -Record issued invoices and customer payments in the general ledger. -Maintain schedules for fixed assets, prepaid expenses, loans, and accrued expenses; post entries to the system. -Execute and review monthly closing tasks and results, ensuring compliance with US GAAP, IFRS. -Prepare and oversee consolidated financial statements, including monthly reporting package to HQ. -Perform fluctuation analysis for Profit & Loss and Balance Sheet accounts. -Provide supporting documentation to internal and external auditors. -Review and recommend improvements to accounting operations and systems. -Enhance functionality and capabilities of the company’s accounting systems. -Support financial tasks for KAM, TIA, and other subsidiaries, as well as special projects in a dynamic environment. -Serve as a knowledge resource for the accounting team and company regarding departmental operations. Support for Executives and Expats -Ensure authorized access for clients, vendors, and visitors in compliance with Security Policies and Procedures. -Provide miscellaneous support, including visitor arrangements and business trip coordination. Salary Range: $70,000 - $100,000 Benefits · Medical, Dental and Vision Coverage · Basic Life Insurance and AD&D · Short-Term and Long-Term Disability Insurance · Flexible Spending Account (FSA) · 401(k) with company match · Paid Time Off (PTO): Vacation, sick, and floating holidays; plus 13 paid holidays · Tuition Reimbursement Program · Employee Assistance Program (EAP) · Wellbeing Solutions Program KDDI America, headquartered in New York, is the US presence of Japan's KDDI Group, a Fortune Global 500 company and leading provider of international IT and communications services. KDDI America was established in 1989 and started as a telecommunications business supporting Japanese multinationals. We have now evolved into a company that provides networks, data centers, system integration, as well as managed service solutions across all industries. Our ability to customize solutions in a major city offering scalability and service that are unparalleled set KDDI America apart from the competition. We provide Ethernet network uptimes of more than 99.999% between regions and guaranteed high performance no matter where. For more information on the information we collect about our applicants and how we use it, see our Privacy Notice at https://us.kddi.com/privacypolicy/. Powered by JazzHR 3u3UI8yjQx

Job Description Position Summary We are seeking an experienced and client-focused Tax Manager to lead tax engagements, supervise staff, and provide strategic tax planning services to a diverse client base. The ideal candidate is a licensed CPA with strong technical expertise, leadership ability, and excellent communication skills. This role offers a clear partner-track opportunity for the right candidate. Key Responsibilities • Manage and review complex tax returns for:, • Individuals (1040), • Partnerships (1065), • S Corporations (1120-S), • Corporations (1120), • Trusts and estates, • Provide proactive tax planning and consulting services, • Research and resolve federal and state tax issues, • Supervise, mentor, and develop tax staff and seniors, • Manage client relationships and serve as a trusted advisor, • Review work for accuracy, completeness, and compliance, • Coordinate and manage multiple engagements and deadlines, • Assist partners with practice development and client growth initiatives, • Stay current on tax laws and regulatory changesicyCompany Description Our Firm is a Certified Public Accounting Firm specializing in accounting, tax, audit, bookkeeping, and advisory services. Our clients are based within the U.S and abroad and come from a variety of industries. We serve individuals clients and businesses of all sizes. We believe in the value of relationships and believe that in order for our firm to succeed our employees must also succeed. We provide our employees with the opportunity to grow in a supportive environment. We provide a competitive compensation package and work with our employees to achieve work-life balance. Our Firm is a Certified Public Accounting Firm specializing in accounting, tax, audit, bookkeeping, and advisory services. Our clients are based within the U.S and abroad and come from a variety of industries. We serve individuals clients and businesses of all sizes. \r\n\r\nWe believe in the value of relationships and believe that in order for our firm to succeed our employees must also succeed. We provide our employees with the opportunity to grow in a supportive environment. We provide a competitive compensation package and work with our employees to achieve work-life balance.

Job Description The Marchese Group LLC is growing — and we’re looking for our next great team member to grow with us. We are a modern, fast-growing boutique CPA firm providing high-level tax, accounting, and advisory services to small and mid-sized businesses, as well as high-net-worth individuals. Our team is built around professionalism, collaboration, flexibility, and creating an environment where talented people can thrive. At The Marchese Group, you won’t be stuck in the background. Team members work directly with clients, take ownership of accounts, and play a meaningful role in the success of the firm. We’re looking for motivated professionals who want more than just a job — people who are eager to grow their careers in a supportive, team-oriented environment with real long-term opportunities. We strongly believe that hard work should be balanced with quality of life. That’s why we offer no mandatory Saturdays and a 4-day workweek outside of busy season. Why Join The Marchese Group? · Competitive salary, generous PTO package, 401(k) with company match and health, dental, vision and life insurance · Multiple bonus opportunities, including busy season, year-end, and client development bonuses · No mandatory Saturdays and 4-day workweek outside of busy season · Direct client interaction and the ability to independently manage client accounts · Opportunity to build your own book of business, with a clear path to leadership and potential partnership · Casual, collaborative office environment with a supportive team culture · Exposure to a wide variety of clients and industries for accelerated professional growth Key Responsibilities: · Review individual, partnership, corporate, and fiduciary tax returns · Manage with audit, review, and compilation engagements · Manage with interim and year-end closings, along with other accounting projects · Oversee monthly, quarterly, and annual bookkeeping engagements · Build strong client relationships through proactive communication and trusted service Preferred Qualifications: · Bachelor’s degree in Accounting · 8+ years of public accounting experience at a CPA firm · CPA license (or currently pursuing) is a plus · Experience with CCH Axcess, QuickBooks, and Caseware is a plus · Strong communication and interpersonal skills · Self-motivated professional with a strong work ethic and the ability to work independently If you’re looking for a firm where your work is valued, your growth is supported, and your career can truly advance, we’d love to hear from you.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionControllerLocation: Midtown, New York City Work Environment: On-site, 5 days a week Company Website: https://altbanq.com/About the RoleThe Controller owns the day-to-day financial engine of altbanq - from daily collections and bank transfers to fund accounting, investor payments, and regulatory filings. This role is the connective tissue between accounting, operations, and compliance, ensuring that every dollar moving through the platform is accurate, timely, and properly recorded. Reporting directly into leadership, the Controller manages a high-volume, detail-intensive workload across billing, treasury, syndications, licensing, and bookkeeping. This person keeps the business compliant with state and federal lending regulators while also being a hands-on partner to the processing and operations teams.Why This Role Matters • The Controller keeps cash moving. Daily collections, invoice payments, deal funding, commissions, and bank transfers all run through this seat., • The Controller protects accuracy. Full-cycle bookkeeping across accounts, expense tracking, and liability monitoring keep the books clean and audit-ready., • The Controller keeps us compliant. State licensing, NMLS filings, and DFPI reporting depend on this role staying ahead of every deadline., • The Controller supports the investor relationship. Syndication setup, repayment adjustments, and renewal funding directly shape the experience of our capital partners.A Day in the Life, • Review collections and cash position each morning, then execute bank transfers and fund new deals as needed., • Review and pay company invoices, watching for accuracy and opportunities to reduce operational spend., • Manage the repayment lifecycle - setting up repayments and processing refunds, • Set up and administer syndications, keeping investment partners' positions accurate and up to date., • Process commission payments., • Maintain the books through regular full-cycle bookkeeping across the company's operating accounts., • Own state licensing renewals and regulatory filings, including NMLS and DFPI reporting., • Prepare annual filings such as 1099s., • Track company credit card expenses and other liabilities., • Partner with the processing and operations team, jumping in on deal support and collections coverage as needed.What You Bring to the Table, • Strong accounting fundamentals — you're comfortable owning full-cycle bookkeeping across multiple accounts and entities., • High transaction-volume comfort — you can manage daily cash movement, funding, and repayments without losing accuracy., • Regulatory fluency — experience with state licensing, NMLS, or similar compliance filings is a major plus., • CRM proficiency — hands-on experience with Salesforce for deal and repayment tracking., • Discretion and integrity — you handle sensitive financial and investor data with professionalism., • Organizational rigor — you can juggle daily, weekly, monthly, quarterly, and annual deadlines without dropping a ball., • Proficiency with Salesforce, Excel, and business banking platforms.Preferred Education and Experience, • Bachelor's degree in Accounting, Finance, or a related field., • 2+ years of accounting or bookkeeping experience, ideally within specialty finance, private lending, or fund administration., • Experience with NMLS filings, state lending licensure, or similar regulatory reporting is strongly preferred., • CPA or progress toward CPA is a plus, but not required.Compensation and Benefits, • Compensation: $90,000 – $120,000, depending on experience., • Benefits include:, • Medical, Dental, and Vision Insurance, • Ancillary Benefits Plans (Life Insurance, Commuter Benefits), • 401(k) Retirement match Plan, • Flexible Spending Accounts (FSA) and HSA, • Paid Time Off and Professional Development Support, • Bonus eligibility based on company's performance.Why You'll Love Working HereAt altbanq, we value curiosity, clarity, and collaboration. The Controller will have full visibility into how the business runs financially day to day, with real ownership over the numbers, the compliance calendar, and the relationships that keep capital moving. You'll be part of a team that's redefining excellence in financial services and creating an environment where precision and initiative are genuinely valued. Powered by JazzHR 1zTTt4Xvhv

Job Description Company Overview Stable Rock is a next-generation outsourcing platform offering comprehensive back-office infrastructure and innovative services to early-stage and mid-sized enterprises. With our legacy dating back to 1975, for nearly 50 years we are renowned for our proficiency in accounting, financial advisory, and infrastructure support, currently serving over 400 US and international enterprises across diverse industries. At Stable Rock, we are the architects of success for entrepreneurs, founders, senior executives, management teams, CFOs, controllers, and business professionals. Our mission is to empower, scale, and fortify the bedrock of your enterprise - its IT, human resources, insurance, accounting, bookkeeping, tax, financial reporting, and the overall financial and operational infrastructure. Position Overview Seeking a strategic business development professional to drive growth across accounting, HR, and technology service sectors. The ideal candidate will leverage cross-functional expertise to expand client base and develop innovative service solutions. Key Responsibilities • Develop comprehensive business development strategies, • Identify and pursue high-potential market opportunities, • Conduct market research and competitive intelligence, • Manage enterprise-level sourced client relationships, • Create integrated service proposals, • Generation of revenue for various business lines, • Exceed quarterly and annual business development targets Qualifications • Bachelor's degree (MBA preferred, CPA a plus), • 7-10 years of enterprise sales experience, • Proven track record in complex, consultative sales, • Deep understanding of accounting, HR, and technology ecosystems, • Exceptional communication and strategic thinking skills Required Skills • Enterprise sales expertise, • Cross-sector business development, • Strategic relationship management, • Developed network, • Data-driven decision making, • Advanced CRM and sales technology proficiency Compensation • Competitive base salary, • Uncapped commission structure, • Performance bonuses, • Comprehensive benefits package, • Equity opportunities Ideal Candidate Profile • Entrepreneurial mindset, • Strong analytical capabilities, • Ability to develop cross-functional service solutions, • Proven success in complex sales environments Work Environment • Location: hybrid - combination of office, home, and field sales, • Flexible working arrangements, • Modern, supportive team culture, • Opportunities for professional growth Application Process Interested candidates should submit: • Detailed resume, • Professional cover letter, • Sales performance history, • Professional references Benefits and Compensation Details: The expected base salary is $125,000 to $150,000 plus sales commission and bonus opportunities depending on the success of the candidate. The salary range provided reflect Stable Rock's good faith belief, at the time of this posting, of what it is willing to pay for the advertised position. Exact compensation will be determined based on a variety of factors, including, but not limited to, geographic location, experience, credentials, education, training; market demand for the role; and overall business and labor market conditions. Our benefits package includes options for medical, dental, vision, prescription drug coverage, health and flexible savings accounts, 401(k), and paid time off. Over time, equity opportunities may also be discussed. Inclusion: Stable Rock is an equal opportunity employer and we value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. Application Process: Submit a resume, cover letter, and professional references to careers@stablerock.com Job Posted by ApplicantPro

Job DescriptionJob Title: Student Services & Billing Associate Department: Student Services Position Reports to: Director of Student Services Salary and FLSA Status: $55,000-$60,000 / FT Non-Exempt The Student Services Accounts & Partners@3rd Associate serves as a key point of contact for students, families, faculty, and the public, responding to general inquiries and aiding with registration, billing, and class attendance. This associate is responsible for the registration database, enrollment, billing and related tasks. They also perform general administrative duties and work on special projects in support of the goals of the Student Services Department. Student Services Duties • Process student enrollment, attendance, account adjustments and withdrawals/refunds, • Generate billing, collection, and financial letters, • Serve as parent contact for billing (including enrollment/management of automatic payments), • Follow up on collections, • Setup database (course creation, calendar prep, update offerings) for online registration, • Run database queries and preliminary reports, • Monitor data for accuracy and tracking (data cleanup), • Audit reporting, • Awareness of opportunities for deeper engagement for incoming and returning students, • Transcribe preschool contracts from School Admin, • Participate in management and maintenance of financial aidPartners@3 Duties, • Place students in offerings following Open House, • Input and maintain student information in database, • Act as family liaison: serve as point of entry and guide families through registration casework and phone calls, • Coordinate efforts to more effectively engage and retain students in all stages of the program, • Lead response and resolution to P@3 queries and issuesAdministrative Support Duties, • Provide clerical and administrative office support, • Relieve receptionist for breaks, • Act as weekend receptionist, • Greet and assist visitors, • Open, close and maintain reception area, • Distribute studio keys and documents to faculty/staff, • Bring mail to post office/mailbox, • Answer phones, field questions, and direct callsQualifications, • Bachelor’s degree or relative experience, • Bookkeeping experience and capacity to maintain financial records, • Strong customer service experience and interpersonal skills, • Ability to work collaboratively as part of a team, to listen to and engage people of various backgrounds and to maintain a professional demeanor at all times, • Excellent organizational skills and attention to detail, • Ability to set priorities and manage competing demands, • Ability to draft and edit correspondence, • Strong computer skills including Microsoft Office ORGANIZATION BACKGROUND: As the nation’s longest-running community music school, Third Street Music School has been transforming lives through the arts for 132 years. In 1894, Third Street was founded by Emilie Wagner, an arts education pioneer who made music education the cornerstone of a settlement house that welcomed immigrants to NYC and provided families with housing support, food, and medical care alongside arts enrichment. Today, Third Street is committed to leveraging arts education to empower youth to reach their fullest potential and unite the diverse communities of NYC. Third Street serves 5,000+ students annually, enriching their lives and communities. We depend on a wide range of skill sets, experiences, and personalities to fulfill our mission. We are deeply committed to diversity, inclusion and equal opportunity in our recruitment and hiring. We seek to build and sustain a team that is reflective of the vibrant community we serve. Candidates of all backgrounds, experiences, and identities are welcome and encouraged to apply for any of our open positions. Our commitment to diversity embraces a collegial Third Street community in which faculty and staff of every racial identity feel a sense of belonging, feel supported and valued in their work, free from tokenization. Powered by JazzHR 5HMNAFsQpM

Job Description About us: From innovative menus and striking design to impeccable service and critical attention to detail, at Great Performances, we weave our mission into all we do. Serving New York City for over four decades, Great Performances has evolved from a waitress staffing agency to the leading catering, events, and hospitality companies in the greater New York area. We provide food services in an array of celebrated New York City cultural institutions, including Jazz at Lincoln Center, Brooklyn Museum, Brooklyn Academy of Music, Wave Hill, and The Apollo Theater. We are known for full-service catering and events, corporate workplace dining and amenity programs, and large-scale event and festival production. Great Performances is the nation’s first caterer to own and operate an organic farm, Katchkie Farm, located in Kinderhook, NY. Progressive from the start, we consistently set the pace for industry best practices. We are seeking highly motivated and talented individuals to join our team and to support our vision, mission, and values through everything they do. If you share our passion and want to make a meaningful impact, we invite you to apply. Our Vision: Building Community to Better Our World Our Mission: Unleash Joy through Genuine Hospitality Our Core Values: Craftsmanship: developing new menus, designs, and moments to deliver engaging experiences to our clients and guests. People: creating fair access, opportunity, and advancement for everyone. Our employees are our greatest asset. Sustainability: upholding and elevating standards for sustainable behaviors that support our planet. Collaboration: aligning with our clients’, colleagues’, and community’s visions to execute a successful experience. Doing Good Through Food: engaging in action around food access, health and wellness, education, and philanthropy. We are seeking a highly analytical, organized, and detail-oriented Billing Data Entry Specialist to join our team in a remote, part-time capacity in support of our Department for the Aging (DFTA) Home Delivered Meals Program. This position is part-time and is responsible for accurately entering, maintaining, and auditing high-volume billing and financial data related to meal services, invoices, reimbursements, and program documentation. The ideal candidate is a self-motivated professional with exceptional attention to detail, strong analytical and mathematical skills, and advanced proficiency in Microsoft Excel. This individual must be able to work independently in a remote environment, manage multiple priorities, and maintain the highest standards of accuracy, confidentiality, and compliance while supporting the financial operations of the DFTA Home Delivered Meals Program. Responsibilities Billing & Data Entry • Accurately enter high-volume billing, invoice, payment, and program-related financial data into the company’s database on a daily basis., • Ensure timely and accurate processing of billing information for the DFTA Home Delivered Meals Program. Billing Verification & Reconciliation • Review, verify, and reconcile billing information to ensure accuracy, completeness, and compliance with DFTA contractual requirements and internal policies., • Assist with invoice tracking, payment reconciliation, and account documentation. Data Analysis & Reporting • Utilize advanced Microsoft Excel functions, including Pivot Tables, SUMIFS, VLOOKUP/XLOOKUP, and other formulas to organize, analyze, and validate billing and program data., • Generate reports, spreadsheets, dashboards, and financial summaries to support billing, reimbursement, program tracking, and operational decision-making. Audit & Compliance • Audit meal delivery records, invoices, and supporting documentation to ensure compliance with DFTA regulations, contractual guidelines, and organizational standards., • Maintain organized digital records and supporting documentation for audits, contract compliance, and financial reporting. Discrepancy Resolution • Identify, investigate, and resolve billing discrepancies, data inconsistencies, and entry errors prior to final processing., • Communicate with internal departments to obtain missing information and ensure accurate billing records. Collaboration & Communication • Work closely with program staff, finance, and operations teams to support timely billing, reporting, and reimbursement activities., • Respond professionally to internal billing inquiries and provide administrative support as needed. Confidentiality & Record Management • Safeguard confidential financial, participant, and organizational information in accordance with company policies and applicable privacy regulations., • Maintain accurate electronic filing systems and ensure proper record retention. Additional Responsibilities • Perform other administrative, billing, and data entry duties as assigned to support the successful operation of the DFTA Home Delivered Meals Program.Qualifications, • High school diploma or equivalent required; coursework in Accounting, Finance, Business Administration, or a related field is preferred., • Minimum of 1–2 years of experience in billing, data entry, bookkeeping, accounting support, or a related administrative role., • Experience processing invoices, financial records, or government-funded program billing is preferred., • Advanced proficiency in Microsoft Excel is required, including Pivot Tables, SUMIFS, VLOOKUP/XLOOKUP, sorting, filtering, conditional formatting, and data validation., • Proficiency in Microsoft Office Suite, Google Sheets, and database management systems., • Experience working with accounting, billing, ERP, or financial management software is preferred., • Ability to type a minimum of 45–50 words per minute with a high degree of accuracy., • Strong mathematical, analytical, and problem-solving skills with the ability to identify and resolve billing discrepancies., • Exceptional attention to detail, organizational skills, and the ability to manage multiple priorities while meeting deadlines., • Excellent verbal and written communication skills, with the ability to collaborate effectively across departments., • Demonstrated ability to maintain the confidentiality of sensitive financial, participant, and organizational information., • Self-motivated, dependable, and able to work independently as well as collaboratively in a fast-paced environment. Location: Remote Base Pay: $20.00 per hour Benefits: Accrued sick time Schedule: Part-time, 15-20 hours per week. You must be able to provide valid documentation that you are legally eligible to work in the United States. Great Performances is an equal-opportunity employer. At Great Performances, we employ qualified individuals based solely on ability, training, and experience. Great Performances does not discriminate against any employee or applicant for employment or promotion based on race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Company parties Billing, Contracts & Accounting Coordinator We are seeking a highly organized and detail-oriented Billing, Contracts & Accounting Coordinator to support our invoicing, purchase order processing, subcontractor documentation, contract management, expense tracking, reconciliations, and collections processes. The ideal candidate is proactive, dependable, comfortable following up with multiple departments and vendors, and able to ensure that all completed work is properly documented and billed on time. Key Responsibilities -Prepare, review, and process customer invoices accurately and on schedule. -Review jobs, work orders, purchase orders, labor, materials, and supporting documentation in Simpro to confirm that all billable work is captured. -Manage the purchase order process, including creating, tracking, reviewing, and closing purchase orders. -Confirm that purchase orders match approved scopes, vendor invoices, subcontractor invoices, job costs, and client billing requirements. -Follow up with subcontractors, vendors, field employees, and internal team members for missing purchase orders, invoices, receipts, completion documents, approvals, or other required information. -Ensure all vendor and subcontractor invoices are connected to the correct purchase order, job, property, department, or customer. -Idntify open, missing, duplicate, overbilled, or incorrectly coded purchase orders and resolve discrepancies promptly. -Maintain a purchase order tracker showing status, value, vendor, job assignment, approval status, invoicing status, and remaining balance. -Ensure approved purchase orders and supporting documents are properly entered and maintained in Simpro. -Ensure all active customer contracts and recurring services are billed correctly and according to contract terms. -Maintain a detailed contract tracker, including start dates, expiration dates, renewal dates, pricing changes, insurance requirements, and outstanding signatures. -Coordinate contract renewals and assist with transferring expiring agreements into updated contracts. -Track company expenses and confirm that expenses are assigned to the correct job, property, department, or customer. -Complete bank reconciliations and credit card expense reconciliations. -Identify discrepancies, duplicate expenses, missing receipts, unbilled costs, and billing errors. -Assist with accounts receivable and collection follow-ups as needed. -Maintain accurate records of outstanding invoices, payment commitments, disputes, and collection activity. -Support month-end billing and accounting close procedures. -Produce reports on invoicing status, unbilled work, open purchase orders, missing documentation, expiring contracts, outstanding receivables, and expenses. -Work closely with operations, accounting, subcontractors, vendors, and management to keep billing and financial records current. Qualifications -Previous experience in billing, invoicing, accounts receivable, purchase order administration, bookkeeping, contract administration, or accounting support. -Strong understanding of purchase order controls, invoice matching, job costing, bank reconciliations, and credit card reconciliations. -Experience working with subcontractors, vendors, service contracts, purchase orders, and supporting billing documentation. -Experience with Simpro, QuickBooks, or similar accounting and job-management software is strongly preferred. -Strong Excel or spreadsheet skills. -Excellent attention to detail and follow-through. -Ability to manage deadlines and follow up consistently on missing information. -Strong written and verbal communication skills. -Ability to handle confidential financial and business information professionally. -Experience in janitorial services, facilities management, construction, property management, HVAC, or another service-based industry is a plus. Position Objective -The primary objective of this role is to ensure that all completed and recurring work is properly documented, supported by the correct purchase orders, billed, tracked, and collected, while keeping contracts, expenses, vendor records, and financial reconciliations accurate and up to date. Job Type: Full time Schedule: Monday through Friday 8:30 am to 5:00 pm Location: Bayonne, nj Compensation: $25-27 an hour

Job DescriptionBuild Client Relationships. Embrace Technology. Grow Your Career. At Magone & Company, we believe great client accounting professionals do more than reconcile accounts—they become trusted partners who help small businesses stay organized, make informed decisions, and operate more efficiently. Our Client Accounting Services (CAS) team works alongside business owners every day, providing the accounting support they need to focus on growing their businesses. We're looking for someone who enjoys working with people as much as numbers and is excited about using technology to deliver exceptional client service. If you're looking for a traditional bookkeeping position with little client interaction, this may not be the right fit. If you enjoy solving problems, building relationships, learning new technology, and becoming a valued resource for clients, we'd love to meet you. About the Role As a Client Accounting Services Coordinator, you'll work closely with our Client Accounting Services (CAS) Manager to support a portfolio of small business clients. You'll be a central point of contact, helping clients stay organized, answering day-to-day questions, and ensuring their accounting records are accurate and up to date. This is an excellent opportunity for someone who enjoys variety, values strong client relationships, and wants to grow their accounting career in a modern, technology-driven CPA firm. Why You'll Love It Here At Magone & Company, you'll have the opportunity to: • Build relationships with business owners and become a trusted day-to-day resource, • Work with a variety of clients across multiple industries, • Learn from experienced accounting professionals in a collaborative environment, • Utilize modern accounting technology, AI, automation, and cloud-based applications, • Continue developing expertise in QuickBooks Online, Excel, Bill.com, and other leading accounting platforms, • Contribute ideas that improve processes and enhance the client experience, • Build a strong foundation for future career growth within our Client Accounting Services teamWhat You'll Do, • Serve as the primary day-to-day contact for assigned clients, providing timely, professional communication, • Support the Client Accounting Services Manager with client engagements and ongoing accounting projects, • Maintain accurate books and records using QuickBooks Online, • Process accounts payable and manage electronic bill payments using Bill, • Reconcile bank and credit card accounts, • Prepare monthly financial reports and supporting schedules, • Assist clients with accounting questions and help resolve day-to-day issues, • Utilize Excel, accounting technology, AI tools, and automation to improve efficiency and accuracy, • Support workflow management, special projects, and continuous process improvementsWhat You'll Bring, • 3–5 years of bookkeeping, client accounting, or accounting support experience, • Experience with QuickBooks Online required, • Strong Excel skills and comfort learning new technology and AI tools, • Experience with Bill.com or similar AP automation software is a plus, • Excellent communication and customer service skills, • Strong organizational skills with the ability to manage multiple client priorities, • High attention to detail and a proactive, team-oriented mindset, • A desire to learn, grow, and build long-term client relationshipsEducation, • High school diploma or equivalent required, • Associate's or bachelor's degree in Accounting, Business, or a related field is a plus, but not requiredCompensation & Benefits Salary: $50,000–$60,000, based on experience. We offer a comprehensive benefits package, including:, • Hybrid schedule (3 days in office / 2 days remote), • Employer-paid health and life insurance, • 401(k) with a 4% company match, • 16 days PTO plus paid holidays, • Paid company-wide shutdown during the week of July 4th, • Three paid 4-day holiday weekends each year (Memorial Day, Labor Day, and Thanksgiving), • Professional development and ongoing technology training, • Clear opportunities for career growth within our Client Accounting Services practiceWhy Magone & Company? At Magone & Company, you'll be more than a bookkeeper. You'll work directly with clients, build meaningful relationships, and become an important part of helping small businesses succeed. You'll also work alongside experienced professionals who are committed to mentoring, embracing technology, and creating opportunities for growth. If you're organized, tech-savvy, enjoy working with people, and are looking for a career—not just a job—we'd love to hear from you. Build More Than Financial Records. Build Relationships. Build Your Future. Ready to grow with us? Apply today and join Magone & Company. #ClientAccounting #BookkeepingJobs #QuickBooksOnline #AccountingJobs #CPAFirm #ClientAccountingServices #CareerGrowth #ParsippanyNJ

Job Description Job Summary: We are seeking a detail-oriented and organized Accounting Assistant to support the daily operations of the accounting department. This role is responsible for managing accounts payable and accounts receivable functions, completing credit applications and VSA documentation, and performing general bookkeeping duties. The Accounting Assistant will help maintain accurate financial records, ensure timely processing of transactions, and provide administrative support to the accounting team. Key Responsibilities: • Manage full-cycle accounts payable and accounts receivable processes, including invoice processing, payment postings, reconciliations, and follow-up on outstanding balances., • Complete and process credit applications and VSA documentation accurately and in a timely manner., • Perform day-to-day bookkeeping duties, including data entry and maintaining accurate financial records., • Assist with account reconciliations and month-end closing activities., • Maintain organized and up-to-date financial documentation in compliance with company policies., • Provide general administrative and accounting support to the finance team., • Perform additional duties and special projects as assigned by upper management. Preferred Qualifications: • Diploma or degree in Accounting, Finance, or a related field., • 1–2 years of accounting, bookkeeping, or accounts payable/receivable experience preferred., • Basic understanding of accounting principles and financial reporting., • Proficiency in Microsoft Office (particularly Excel, Outlook, and Word)., • Proficiency in Mandarin preferred., • Strong attention to detail and high level of accuracy., • Excellent organizational and time-management skills., • Strong communication skills, both written and verbal., • Ability to multitask and meet deadlines in a fast-paced environment., • Strong problem-solving skills and ability to adapt to changing priorities., • Ability to work independently as well as collaboratively within a team.Company DescriptionWe are a total logistics solutions company that provides all services include customs entry, freight forwarding, trucking, warehouse and e-commerce. We are located in USA, China, Hong Kong, Vietnam, Malaysia, Singapore, Pakistan and have been expanding every year. Office Hours: 9 AM - 6 PM ESTWe are a total logistics solutions company that provides all services include customs entry, freight forwarding, trucking, warehouse and e-commerce. We are located in USA, China, Hong Kong, Vietnam, Malaysia, Singapore, Pakistan and have been expanding every year.\r\n\r\nOffice Hours: 9 AM - 6 PM EST

Job Description Job Title: Accounting Assistant Location: Parsippany, NJ Type: Contract Compensation: $25.00 Work Model: Onsite – onsite Hours: 9 a.m.-1 p.m., approximately 20–25 hours a week Responsibilities • Create and process client invoices, • Record client payments and bank deposits, • Enter and maintain project, client, and billing information, • Prepare and verify invoices and supporting documentation, • Generate and distribute billing reports, • File and maintain electronic accounting records, • Assist with bookkeeping and other accounting-related tasks, • Support the Accounting team with special projects as needed Requirements • High School diploma or GED required; Associate's degree preferred, • Basic understanding of bookkeeping and accounting principles, • Strong attention to detail and organizational skills, • Ability to prioritize and meet deadlines, • Proficient in Microsoft Office, especially Excel and Word, • Professional, dependable, and able to work in a fast-paced environment, • Strong communication and customer service skills System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law. #M- #LI-

Job Description JOB TITLE: Front Desk Agent REPORTS TO: Front Office Manager Purpose for the Position: To check in and out guests to the hotel, ensure proper room and miscellaneous postings, secure credit, answer questions, answer telephones, provide maximum levels of guest service and support the hotel’s rooms division in anyway required to ensure complete guest satisfaction. Essential Responsibilities: • Greet, register, and assign rooms to guests of hotel., • Verify customers' credit, and establish how the customer will pay for the accommodation., • Keep records of room availability and guests' accounts using computerized property management systems., • Compute bills, collect payments, and make change for guests., • Perform simple bookkeeping activities, such as balancing cash accounts., • Issue room keys and escort instructions to bellmen., • Review accounts and charges with guests during the check out process., • Post charges, such those for rooms, food, liquor, or telephone calls, to ledgers manually, or by using computers., • Transmit and receive messages, using telephones or telephone switchboards., • Contact housekeeping or maintenance staff when guests report problems., • Make and confirm reservations., • Answer inquiries pertaining to hotel services, registration of guests, and shopping, dining, entertainment, and travel directions., • Record guest comments or complaints, referring customers to managers as necessary., • Advise housekeeping staff when rooms have been vacated and are ready for cleaning., • Answer all incoming phones in three or less rings., • Complete “bucket checks” to ensure all accounts are current and comply with standards established by the hotel’s controller and Front Office Manager. To do this kind of work, you must be able to: • Be an outgoing, welcoming personality for the Hotel, • Use logical thinking and personal judgment to perform a variety of office tasks that require special skills and knowledge., • Make decisions based on your own judgment and company policy., • Follow instructions without close supervision., • Speak and write clearly and accurately., • Be available for work days, evenings, weekends and holidays. Physical Demands: Lifting 10 lbs. maximum and occasionally lifting and/or carrying such articles as dockets, ledgers, and small tools. Walking and standing are required throughout the shift. Reaching, handling, feeling, talking, hearing, and seeing. Environmental Conditions: Inside: Protection from weather conditions but not necessarily from temperature changes. A job is considered “inside” if the worker spends approximately 75% or more of the time inside. Math Skills: Requires mathematical development sufficient to be able to: Compute discount, interest, profit and loss, commission, markups and selling price, ratio and proportion, and percentages. Calculate surface, volumes, weights and measures. Language Skills: Must have developed language skills to the point to be able to: Read newspapers, periodicals, journals, and manuals. Write business letters, summaries and reports using prescribed format and conforming to all rules of punctuation, grammar, diction and style. Participate in discussions and debates. Speak extemporaneously on a variety of subjects. Relationships to Data, People and Things: Data: Compiling: Gathering, collating, or classifying information about data, people or things. Reporting and/or carrying out a prescribed action in relation to the information is frequently involved. People: Speaking-Signaling: Talking with and/or signaling people to convey or exchange information. Includes giving assignments and or directions to helpers or assistants. Things: Operating-Controlling: Starting, stopping, controlling and adjusting the progress of machines or equipment. Operating machines involves setting up and adjusting the machine or materials as the work progresses. Controlling involves observing and turning devices to regulate reactions of materials. Specific Vocational Preparation: Proficiency in Microsoft Office Professional with an emphasis on Word, PowerPoint and Excel to format and create professional documents to be used and distributed on the executive level. Candidate must have strong organizational skills and ability to prioritize duties to complete within required deadlines. Creativity to accomplish required tasks, such as documents being appealing to the eye, to find and research various information needed to complete and compile reports.