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Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Investment Relations Coordinator LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $70,000 to $75,000 base, plus bonus and equity (based on NYC, will be adjusted for geo) The Role: Canoe is transforming how institutional investors manage alternative investment data. We automate document collection, data extraction, and delivery for the world’s leading allocators. As we scale, we continue to add to our operational engine — and we’re looking for a high-performing operator to help support that transformation. Canoe is seeking an Investment Relations Coordinator to support our outreach to investment managers and assist with data-related projects. The Coordinator will be responsible for coordinating and tracking manager outreach campaigns, ensuring reporting connectivity for our clients, and maintaining accurate records of manager-related information. What You’ll Do: • Send and monitor outreach emails to investment managers, following up as needed to secure reporting access., • Track outreach status and maintain accurate records of manager responses., • Maintain Canoe’s manager relationship database, including allocation statuses and reporting coverage., • Organize manager-related information received via email and other communications., • Gather and analyze manager and fund related data from various sources to support data operations, • Assist with reporting materials and data organization on a monthly, quarterly, or ad hoc basis What We’re Looking For: • Bachelor’s degree required (finance, business, economics, or related field preferred), • 0–2 years of relevant work or internship experience; financial services, investor relations, or fund operations experience a plus but not required, • Strong written and verbal communication skills, with the ability to represent Canoe professionally to external partners, • Exceptional attention to detail and organizational skills, • Highly motivated self-starter with the ability to prioritize tasks and work independently, • Proficiency in GSuite and Microsoft Office Suite; familiarity with SQL or CRM systems a plus. What You’ll Get: • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend, • Employee Assistance Program, • Gym/Wifi reimbursement, • Education assistance, • Client First —> Listen, and deliver client-centric solutions, • Be An Owner —> Take initiative, improve situations, drive positive outcomes, • Excellence —> Always set the highest standard for yourself and others Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Description THE COMPANY Standard Communities is a leading owner, investor, and developer of affordable and middle-income housing. As one of the largest owners of affordable housing in the U.S., we believe housing is a pathway to prosperity. We deliver high-quality, sustainable homes that foster community and offer residents the opportunity to build brighter futures. With over $5 billion in assets under management and a portfolio of more than 27,000 units across 190+ properties in 21 states + Washington, D.C., our team blends nationwide scale with local expertise. As a Certified B Corporation and California Benefit Corporation, we value high performance, social responsibility, and innovation. Headquartered in Los Angeles and New York, with offices across the country, we’re driven by a shared mission: to transform housing, empower residents, and strengthen communities. At Standard Communities, we don’t just build housing—we build opportunities. If you’re passionate about real estate, community impact, and professional growth, we’d love to hear from you. At Standard Communities, we value urgency in execution, precision in our work, and empathy in our interactions. These core principles guide us in how we build, collaborate, and grow together THE POSITION The Analyst is responsible for a wide range of tasks/responsibilities including but not limited to; downloading and summarizing offering memorandums and related deal offering materials, including rent rolls, rent comparables and historical income statements; third party coordination including summarizing, organizing and disseminating due diligence reports, responding to lender and investor due diligence requests and assisting with state, federal or other agency/lender submission packages; assisting with construction funding procedures What You Can Expect to Do Financial Analysis: Provide support for financial analysis and underwriting of potential acquisition and development opportunities utilizing Excel. Construction Funding Process: Track capital expenditures and life of construction projects as it pertains to lender and investor funding requirements. Use Excel and other platforms to maintain records and reconcile sources & uses information required by lenders and investors. Manage requests for documentation and coordinate with all parties involved in the funding process. Due Diligence Coordination / Transaction Execution: Assist in due diligence, coordination of 3rd party vendors, interfacing with lenders and government agencies, preparation of closing statements etc. Assist in managing deal trackers and due diligence platforms. What You Should Have • Strong Excel modeling and quantitative skills, • Excellent verbal and written communication, organizational, presentation and analytical skills, • Ability to take ownership and commitment to follow through, • Ability to effectively prioritize and handle multiple tasks under pressure, • Strong work ethic and attention to detail, • Desire to work in a fast-paced, entrepreneurial environment, • 1-3 years of relevant work experience in financial analysis – previous employment at a principal real estate, real estate development, real estate investment or commercial banking firm preferred, • Previous accounting experience a plus, • Bachelor’s Degree – Finance, Accounting, Economics or Real Estate Concentration is a plus, • High Proficiency in Microsoft Excel required What You Should Be • “Making the call’: Strong problem solving, investigating, and critical judgment skills for all proposed scopes of work, • Strong understanding of budgets and reviewing financial statements, • Must be a proactive, detail-oriented person with excellent analytical skills, • Independent, self-starter mentality, with exceptional communication and organizational skills, • Eager to work in a fast-paced entrepreneurial environment, • Ambitious, desire to grow, • Highly accountable: able to take ownership, meet deadlines, follow-through, • Highly motivated self-starter and independent worker, • Proven ability to excel in a fast-paced environment with multiple projects and deadlines., • Acknowledges and learns from mistakes and challenges, • Outstanding written and oral communications skills, • Able to work collaboratively in a small team environment; can “roll up his/her sleeves” and pitch in where necessary within the organization, • Ready to work in a fast-paced environment and be part of an amazing team doing valuable work At this time, Standard Communities will not sponsor a new applicant for employment authorization for this position. Standard Communities is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit, and business need.

Job Description Merge enables B2B companies to add hundreds of integrations to their products, making it easy to access and sync their customers' data. We offer Unified APIs that provide normalized data across key software categories, including accounting, HRIS, ATS, CRM, file storage, and ticketing. Thousands of companies trust Merge to power their integrations, enabling them to unblock sales, reduce customer churn, accelerate time to market for new products, and save engineering costs and resources. As a core component for the future of modern B2B AI infrastructure, Merge is building the data integration layer that powers the next generation of AI products and companies. By solving the complex challenges of data access and normalization, Merge accelerates the development and deployment of AI solutions while ensuring the highest standards of security and performance. Who are we looking for? Merge is looking for an Engineering Manager to manage our expansion engineering team. Expansion engineering is a backend team that powers the core sync engine at the heart of Merge, which is how we process data from all the different sources we integrate into. What you will do: • Own and manage one of our core engineering teams of 5-10 engineers, creating a culture of quality, excellence, and growth, • Work cross-functionally with product, engineering, sales, finance, leadership, and other teams to execute company goals, • Build and grow the roadmap for your team while considering strategic direction, resource allocation, organizational alignment, and more, • 2+ years experience managing and hiring engineers on teams ranging from 5-10 reports, with 6+ total years of experience in fast paced engineering roles, • Experience managing a high-performance team of both junior and senior talent in fast paced, startup-like environments, • Familiarity with technologies, programming languages, and frameworks, such as Django, Python, React, Postgres, SQL, AWS, RDS, Docker, and Kubernetes, • Experience planning team roadmaps and goals as a product-minded engineering leader, • The cash compensation range for this role is $200,000-245,000. LinkedIn Top Startups 2023 Forbes Next Billion Dollar Startups 2023 G2 Fastest Growing Products 2024 Benefits • Unlimited PTO + 10 company holidays, • Pre-Tax commuter benefits, • 100% covered health, vision, and dental insurance, • 401K Plan, • $200 one-time home office stipend, • In office snacks and free dinner when working past 7pm

Job Description Strategic Planning Analyst Responsibilities and Duties: • Develop/maintain/update bank-wide strategic plan and capital plan., • Maintain planning assumptions/documentation, address inquiries from stakeholders, auditors and regulators., • Support multi-year strategic planning by conducting research to develop industry, economic, and market assumptions; assisting in the design and execution of strategic and economic scenarios; support balance sheet and P/L forecasting under different scenarios; performing sensitivity analysis on planning assumptions; assisting quantitating resources for strategic initiatives; and generating planning documentation., • Work through the annual capital planning process by assisting in defining targeted capital ratios and allocating capital buffers; supporting capital adequacy analysis and forecast, identifying the capital gap in the plan time frame; preparing capital injection application documentation; and facilitating the funding of injected capital., • Conduct research to identify strategic and capital investment opportunities on topics including fintech, bank licensing, business structure optimization, and potential M&A opportunities for management., • Analyze key P&L revenues/expenses drivers, areas for growth, and synergies to support decision-making across LOBs., • Prepare monthly financial management reporting presented to Board of Directors, including gap analysis of actual results vs. prior years, vs. forecast and vs. budget to business partners, • Prepare benchmark analysis comparing financials and metrics to competitors and other peers in the market., • Assist Board meeting affairs and Board member communications., • Develop value-added analytics for the strategic management decision-making process, • Perform ad-hoc analysis to be presented to management Competencies: In order to perform the job successfully, an individual should demonstrate the following • Bachelor’s degree or above in Finance or a related field, • Two-year prior experience in the same or a related occupation involving financial statement analysis and forecasting., • Must have knowledge in BASEL III Framework or capital regulation evidenced by any amount of experience in corporate finance or capital management, • Written Communication - Writes clearly and informatively in English and Chinese

Job Description About the Company TipLink is a company merging the world of crypto and payments. Crypto rails can be cheaper, faster, and more global than traditional finance, enabling new products that couldn’t otherwise exist. TipLink is leading the charge with innovation at this intersection. The company is backed by investors including Sequoia, Multicoin, Circle, Solana Ventures and more. About the role At Tiplink, we’re building the future of payments and blockchain integrations. As a Senior Backend Software Engineer, you’ll be at the forefront of this innovation, owning the development of the foundational backend systems that power our platform. From designing scalable APIs and integrating payment systems to optimizing infrastructure for growth, you’ll play a key role in ensuring our systems are reliable, high-performing, and secure. This is a chance to join a fast-moving startup where you’ll make impactful technical decisions, mentor teammates, and shape the technical architecture that will define Tiplink’s success. If you’re a backend expert who thrives on solving complex problems and building systems that scale, we’d love to have you on board. Role Responsibilities * Design, build, and maintain the core backend systems and services that power our product. * Monitor, optimize, and scale our backend services while maintaining high availability and performance standards. * Create and implement engineering best practices, coding standards, and architectural patterns for the backend team. * Develop internal tools, automation, and documentation that improve team productivity and code quality. * Make key architectural decisions and guide technical strategy while considering business impact and scalability. * Share backend knowledge, review team member’s code, and help grow the technical capabilities of the team * Create robust, well-documented payments-focused APIs and services that enable product features and third-party integrations. * Own our cloud infrastructure setup, deployment processes, and development workflows What You Need to be Successful (a.k.a. Qualifications) * Strong Backend Systems Architecture Experience - Proven track record of designing and building scalable distributed systems * Technical Leadership and Ownership - History of owning critical backend infrastructure and making key architectural decisions * Cloud Infrastructure Expertise - Deep experience with cloud services, containerization, and infrastructure as code * System Performance and Reliability - Track record of building and maintaining highly available systems with strong monitoring and optimization * API Design and Integration Experience - History of creating robust, well-documented APIs and integrating complex systems * Team Collaboration and Mentorship - Ability to work effectively in a small team while helping others grow technically * Strong Communication Skills - Can explain complex technical concepts clearly and work well with non-technical teammates Bonus points if you: * Have experience at early-stage startups. * Have worked with our specific tech stack (Node.js/Typescript, Terraform, AWS) * Have led technical strategy at a growing company * Have experience working in the cryptocurrency or payments industry.

Job Description Are you ready to go uP? • We are named in Top Workplaces NYC for 2024, • We are one of the winners of USPAACC’s Fast 100 Asian American Business awards, • We are recognized as one of the Top 5000 in Inc. Magazine’s Fastest Growing Private Companies, • We were a finalist for Best ISO of the Year by ETA in 2024 Why Should You Join Universal Processing? • You want to work at a minority owned Fintech company that empowers small to medium-sized businesses, • You are passionate to serve and support our local community and their growth, • You are given one month on-the-job paid training, • You get medical, vision, and dental coverage, generous PTO, 401k, and commuter benefits Role Summary: The Business Development Associate role is a fully onsite position, 5 days a week. This position serves as the first point of contact to our clients, as part of our sales department. You will be the brand ambassador to our company by introducing the business solutions we provide to the clients. Responsibilities: • Gather leads, conduct cold calls, and schedule appointments to develop new business., • Engage conversations with small-to-medium-sized business owners by introducing products and services., • Obtain business information such as business name, address, current marketing strategies, payment method, sales volume, and current pricing; inputting lead information into databases., • Gather credit card processing statements for pricing analysis and to understand business financial situations., • Follow up with potential clients to further engage business opportunities., • Manage the business pipeline and develop a payment strategy for long-term success., • Must be authorized to work in the US at the time of hire. We are an E-Verify employer!, • High school diploma or equivalent required; Bachelor's degree in Business, Business Administration, Communications, Finance, or related field preferred, • Previous sales or customer service experience preferred, but not required., • Strong communication skills, critical thinking, detail-oriented, and analytical abilities., • Ability to be well-spoken and confidently connect with potential clients on the phone. At Let’s Go uP, we are an equal employment opportunity employer. To learn more, please visit us at: . Let's Go uP Together! Powered by JazzHR 36Opf0ceGT

Job Description We are Rokt, a hyper-growth ecommerce leader. Rokt is the global leader in ecommerce, unlocking real-time relevance in the moment that matters most. Rokt’s AI Brain and ecommerce Network powers billions of transactions connecting hundreds of millions of customers, and is trusted to do this by the world’s leading companies. We are a team of builders helping smart businesses find innovative ways to meet customer needs and generate incremental revenue. Leading companies drive 10-50% of additional revenue—and often all their profits—from the extra products or services they sell. This economic edge unleashes a world of possibilities for growth and innovation. At Rokt, we practice transparency in career paths and compensation. We believe in transparency, which is why we have a well-defined career ladder with transparent compensation and clear career paths based on competency and ability. Rokt’stars constantly strive to raise the bar, pushing the envelope of what is possible. We are looking for a Head of Investor Relations Total compensation ranges from $440,000-$600,000, including a fixed annual salary of $270,000-$325,000, an employee equity plan grant, and world-class benefits. Equity grants are issued in good faith, subject to company policies, board approval, and individual eligibility. About the Role: We're seeking a seasoned Head of Investor Relations to lead and evolve Rokt’s investor relations efforts during a pivotal moment in our growth journey. This role will be instrumental in shaping how Rokt is perceived by current and future investors, especially as we move toward an IPO and navigate the public markets thereafter. . This role is ideal for someone with strong capital markets experience, a track record of supporting or leading IPO processes, and deep curiosity about the intersection of ecommerce, digital marketing technology, and data-driven platforms. The ideal candidate brings a mix of strategic storytelling, analytical rigor, and the ability to leverage technology to scale IR communications, reporting, and investor engagement. You’ll work closely with the CEO, CFO, and executive leadership team to develop and execute to define and communicate Rokt’s value to institutional investors, analysts, and the financial media. Responsibilities: • Develop and lead Rokt’s investor relations strategy, including long-term positioning, key messaging, and financial narrative ahead of a potential IPO., • Partner with leadership to define and communicate a compelling financial and strategic narrative aligned with Rokt’s growth trajectory., • Serve as a trusted advisor to executive leadership on market sentiment, investor expectations, and competitive positioning., • Build relationships with current and prospective investors, analysts, and investment banks., • Manage the creation of all investor-facing materials including investor decks, earnings scripts, Q&A prep, press releases, and disclosures., • Lead investor targeting, outreach, and relationship management, working with potential shareholders, analysts, and banking partners., • Own the investor events calendar, including roadshows, fireside chats, industry conferences, and earnings calls., • Collaborate with Legal, Finance, Marketing, and Comms to ensure consistent and compliant messaging across all investor and public channels., • Stay on top of market trends, competitive positioning, and investor sentiment to inform internal strategy and messaging., • Provide internal feedback on investor concerns, market dynamics, and valuation implications to inform corporate strategy., • Work with the finance team to build models and dashboards that bring transparency to performance metrics and financial outlooks., • Identify and implement technology and tools to streamline reporting, track investor interactions, and analyze market data. About You: • 10+ years of experience in investor relations, equity research, investment banking, or corporate finance, ideally in high-growth tech., • Proven experience leading a company through a successful IPO and/or managing public company investor relations., • Strong financial literacy and modeling capability with the ability to translate numbers into strategic insights., • Excellent written and verbal communication skills—clear, concise, and credible with C-suite, board members, and investors., • Deep familiarity with capital markets and public company dynamics, including regulatory requirements., • Strong grasp of the ecommerce and digital marketing technology ecosystem, including platform-based business models., • Able to navigate a founder-led, fast-paced environment with humility, adaptability, and strong ownership mindset. About Rokt’stars: As a mission-driven, hyper-growth community of curious explorers, our ambition is to unlock real-time relevancy in ecommerce and beyond. Our bias for action means we are not afraid to quickly venture into uncharted territories, take risks, or challenge the status quo; in doing so we either win or learn. We work together as one aligned team, never letting egos get in the way of brilliant ideas. We value diversity, transparency, and smart humble people who enjoy building a disruptive business together. We pride ourselves on being a force for good as we make the world better. About the Benefits: We leverage best-in-class technology and market-leading innovation in AI and ML, with all of that being underlined by building and maintaining a fantastic and inclusive culture where people can be their authentic selves, and offering a great list of perks and benefits to go with it: • Become a shareholder. Every Rokt’star gets equity in the company, • Enjoy catered lunch every day and healthy snacks in the office. Plus join the gym on us!, • Access generous retirement plans like a 4% dollar-for-dollar 401K matching plan and get fully funded premium health insurance!, • Dog-friendly office, • Extra leave (bonus annual leave, sabbatical leave etc.), • Work with the greatest talent in town We at Rokt choose to create a company that is as diverse and inclusive as the world we live in by attracting, growing & keeping the best talent. Equal employment opportunities are available to all applicants without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If this sounds like a role you’d enjoy, apply here, and you’ll hear from our recruiting team.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Position available for immediate hire. Job Description Our Healthcare M&A team is seeking a 1st- or 2nd-year Associate to join our New York office. The role offers the opportunity to work closely with senior professionals on valuations, financial analyses, due diligence, and the execution of M&A transactions. The Associate will gain meaningful exposure to both sell-side and buy-side advisory assignments across public/private companies within the healthcare sector. Responsibilities: • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required, • Transaction execution involving direct client interaction and communication, • Coordinate and perform business due diligence and execute M&A transactions, • Conducting extensive financial modeling and valuation, • Support new business and marketing initiatives as appropriate, • Assessing industry research and trends, • Experience in M&A investment banking, preferably Healthcare focused, • Strong Microsoft Excel skills essential, • Demonstrated aptitude for quantitative and qualitative analysis, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • High degree of maturity, integrity, demonstrated leadership skills and work ethic, • Organized and proactive, • SIE 7, 79, 63 FINRA Registrations required at time of hiring or shortly thereafter For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $160,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc is seeking an AML Investigator to join their AML Group in our New York office. The Investigator will perform investigations for our growing international based retail and institutional clients maintained at the firm. This role is specific to being a self-starter, with the ability to obtain transactional data from a variety of sources (both internal and external) to execute detailed analysis and reporting of findings to senior management. The focus of the role will be an AML investigator who maintains a high level of technical proficiency in identifying trends in data across multiple inputs. The individual should pose advanced excel skills with the ability to homogenize disparate data to perform sophisticated research related to transactional trends and red flags. This can / may be accomplished using a multitude of technical platforms. Previous experience covering Broker Dealer or Private Wealth business/Private banking in an AML capacity required. Responsibilities: • Perform annual High risk account activity reviews, • Conduct in depth strategic initiatives related to on-going AML transaction or trade-based monitoring, concerns and red flags, • Prepare Suspicious Activity Report (SAR) filings, • Effectively communicate laterally and horizontally, both within AML Compliance and within the branches/business, • Recommend appropriate follow-up and possible action for customers that exceed the Firm’s risk tolerance, • An acute investigative prowess, with the ability to think critically in identifying AML typologies and patterns, • Exceptional research and analytical skills with the ability to analyze large amounts of data, decipher higher risk attributes (transactional, geographical, product type, customer type, etc.) Excel, VBA, Access, SQL, • Prior Broker Dealer experience, understand investment products, financial instruments, and anticipated/expected customer behavior in order to effectively identify risk and suspicious activity, • Excellent verbal and written communication skills, • Bi-lingual Spanish / English is preferred, • Minimum of two years with direct experience in areas of private wealth management, focusing on emerging markets accounts along with domestic accounts, • Bachelor’s Degree required, • Certified Anti-Money Laundering Specialist (CAMS), • 4-6 years of experience in reviewing customer transactions and information for potentially suspicious activity and performing AML or financial investigations, • Proficient in reviewing and clearing AML surveillance alerts; use of Actimize a plus, • Experiencing with articulating detailed investigation analysis and results. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $75,000.00 - $100,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates.Ascension Global Staffing & Executive Search seeks a Mid-Senior Level Associate to join our business finance practice group in our client's New York office. Ideal candidates will have three to eight years of experience. About the Role: Successful candidates will work with our business group across several offices, representing lenders and borrowers in varied and complex financial transactions with a particular focus on the financing of private equity acquisitions and both senior and mezzanine debt transactions. Prior experience with structuring, documenting, and closing financing transactions in a wide variety of industries required. The ideal candidate will have knowledge and experience with all aspects of complex financing and acquisition transactions on both the borrower and lender sides. Candidates also must have excellent written and oral communication skills, have a team-oriented mentality, and be a motivated self-starter with strong credentials. Responsibilities: Participate in management of all aspects of finance transactions, including negotiation, documentation, and closing Work on sophisticated and complex finance transactions on behalf of clients in the middle-market. Work directly with clients and participate in business development activities. Have opportunities for advancement in a collegial environment. Requirements: J.D. from an accredited law school with strong academic credentials At least 3 years of experience practicing law in a law firm and in-house environment. Active law license in the state where your office is located. Strong written and oral communication skills. Excellent analytical skills and business judgement. Demonstrated ability to work effectively both independently and as part of a team. Must have permanent authorization to work in the United States. What the firm offers: Competitive compensation in a collegial, mid-size firm environment Quality benefits, including medical, dental, vision, and retirement programs. One-on-one career coaching and professional development programming. A supportive culture centered on mentorship, advancement, and innovation. The salary range for this position in New York is $250,000 to $375,000, based on experience, plus opportunities for discretionary and hours-based bonuses.

Job Description POSITION OVERVIEW Alarm.com, a highly innovative, diversified, and entrepreneurial SaaS (Software as a Service) company, is seeking a Finance Operations Controller to join our Accounting team, specifically supporting our EnergyHub business based in Brooklyn, NY. EnergyHub empowers utilities and their customers to create a clean, distributed energy future by turning smart thermostats, EVs, batteries, and other electrical dependent products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. We are seeking an experienced and initiative-taking Finance Operations Controller to lead the accounting function for our EnergyHub business. This leadership position will be a key partner to the EnergyHub executive team, and will include the consolidation and management of an existing corporate accounting team of two as well as a billing and collections function, both of which are based out of Alarm.com HQ in Tysons Corner, VA. The ideal candidate will have strong leadership skills, a deep understanding of financial management principles, and a proven track record of driving process improvements. This position will report to the SVP Finance & Treasurer of Alarm.com and will collaborate closely with other members of both the Alarm.com and EnergyHub senior management teams to help achieve the potential of our growing company. RESPONSIBILTIES The Finance Operations Controller's primary job responsibilities may include but not be limited to: • Driving an efficient and accurate monthly close process and quarterly financial reporting cadence, including identifying opportunities to accelerate close calendars, improve automation, and streamline processes., • Ensuring all financial information is accurately reflected in the general ledger in compliance with GAAP., • Driving a business partner-oriented performance culture., • Consulting with internal business partners in both cross-functional areas within EnergyHub as well as within the finance and accounting teams at Alarm.com HQ on complex transactions to ensure proper accounting and reporting treatment., • Adhering to all internal policies, audit procedures and regulations to ensure full compliance exists., • Leading interim and year-end support for external and internal auditors as needed., • Partnering with FP&A and other functional area owners to provide insight into actual financial results to inform forecasts and routine plan of records., • Nurture deep, trusted partnerships with leaders across EnergyHub showcasing the value of the function and how it aligns with broader business goals., • Partner with the revenue accounting team at Alarm.com HQ and EnergyHub sales leadership to develop deal desk consistency and alleviate revenue recognition concerns for non-standard deal structures., • 15+ years of total experience, preferably in technology-focused corporate and/or public accounting, with experience at both early-stage businesses and public companies., • CPA qualification required., • Multiple ERP experience, as well as experience participating in an ERP implementation process., • Demonstrated ability to build for scale and complexity., • Proven experience in developing and managing a sound internal control environment in a rapidly growing company with public reporting requirements., • Good technical accounting and financial reporting skills: well-grounded in GAAP., • Strict attention to detail, accurate and reliable., • Can do attitude and flexible towards change., • Enthusiasm and team player attitude., • Excellent decision making and problem solving ability. WHY WORK FOR ALARM.COM? • Collaborate with outstanding people: We hire only the best. Our standards are high and our employees enjoy working alongside other high achievers., • Make an immediate impact: New employees can expect to be given real responsibility for bringing new technologies to the marketplace. You are empowered to perform as soon as you join the Alarm.com team!, • Gain well rounded experience: Alarm.com offers a diverse and dynamic environment where you will get the chance to work directly with executives and develop expertise across multiple areas of the business., • Focus on fun: Alarm.com places high value on our team culture. We even have a committee dedicated to hosting a stand-out holiday party, happy hours, and other fun corporate events. Alarm.com is the leading cloud-based platform for smart security and the Internet of Things. More than 7.6 million home and business owners depend on our solutions every day to make their properties safer, smarter, and more efficient. And every day, we're innovating new technologies in rapidly evolving spaces including AI, video analytics, facial recognition, machine learning, energy analytics, and more. We're seeking those who are passionate about creating change through technology and who want to make a lasting impact on the world around them. For more information, please visit . COMPANY BENEFITS Alarm.com offers competitive pay and benefits inclusive of subsidized medical plan options, an HSA with generous company contribution, a 401(k) with employer match, and paid holidays, wellness time, and vacation increasing with tenure. Paid maternity and bonding leave, company-paid disability and life insurance, FSAs, well-being resources and activities, and a casual dress work environment are also part of our outstanding total rewards package! Alarm.com is an Equal Opportunity Employer In connection with your application, we collect information that identifies, reasonably relates to or describes you ("Personal Information"). The categories of Personal Information that we may collect include your name, government-issued identification number(s), email address, mailing address, other contact information, emergency contact information, employment history, educational history, and demographic information. We collect and use those categories of Personal Information about you for human resources and other business management purposes, including identifying and evaluating you as a candidate for potential or future employment or future positions, recordkeeping in relation to recruiting and hiring, conducting analytics, and ensuring compliance with applicable legal requirements and Company policies. By submitting your application, you acknowledge that we may retain some of the personal data that you provide in your application for our internal operations such as managing our recruitment system and ensuring that we comply with labor laws and regulations even after we have made our employment decision. Notice To Third Party Agencies: Alarm.com understands the value of professional recruiting services. However, we are not accepting resumes from recruiters or employment agencies for this position. In the event we receive a resume or candidate referral for this position from a third-party recruiter or agency without a previously signed agreement, we reserve the right to pursue and hire those candidate(s) without any financial obligation to you. If you are interested in working with Alarm.com, please email your company information and standard agreement to . The salary range of this opportunity is listed below and is determined within a range based on factors including qualifications, location and experience. This allows opportunity for growth and development within the role. The salary offered is part of a total compensation package. Pay Range$185,000—$210,000 USD

Job DescriptionA Better Built World At Miter, we’re on a mission to help construction contractors build with confidence. If we’re successful, we’ll make it easier and faster to build critical physical infrastructure - roads, bridges, utilities, data centers, housing, etc. For decades, construction and field services contractors have had to run their businesses on outdated software: clunky, on-premise systems created in the 1980s and 1990s. That’s where Miter comes in. We’re using AI and embedded payments to rebuild the core HR, finance, and operations systems that underpin our physical economy. Using Miter, contractors like Marathon Electrical, W.J. O’Neil, and Truebeck Construction are building stronger teams, controlling job costs, and accelerating jobsite execution. This idea is resonating. Since we launched in 2022, we’ve grown to thousands of customers and tens of millions in ARR, making us one of the fastest growing vertical software companies ever. To double-down on our momentum, we’ve raised $50M+ from top investors (Bessemer, Coatue, and Battery) who share our belief that we’re just getting started. Hybrid Strategy: We believe the magic of Miter comes from working side by side. Our hybrid approach—four days a week in the office—gives us the chance to connect, brainstorm, and build stronger relationships. One flexible day each week lets us recharge and focus, keeping us energized for the work that matters most. About the Team & How We Work: As a Launch Manager at Miter, you’ll guide customers through onboarding from kickoff to go-live, owning implementations end-to-end—migrating data, configuring plans, training users, and clearing blockers along the way. You’ll keep timelines tight, communication clear, and stakeholders aligned to deliver a seamless experience. You’ll partner with Sales, Product, Engineering, and Customer Success teams, gaining exposure across the company while directly shaping how quickly customers realize value. This is a hands-on, high-impact role where your work lays the foundation for scaling hundreds of launches as we grow. Our Launch team is collaborative, detail-oriented, and energized by solving complex problems together. If you thrive in a fast-paced environment, love ownership, and enjoy turning ambiguity into structure, you’ll fit right in. Plus, you’ll be part of a team that genuinely enjoys working together and making a tangible impact for our customers. What You'll Do: * Proactively manage the full implementation process for your book of business, providing visibility into project status and risk * Partner with customers to understand their requirements, and consult on optimal Miter configuration for their needs * Migrate employee and payroll data from legacy systems into Miter, ensuring accuracy and completeness * Provide training and product guidance to employers and brokers throughout the implementation process * Troubleshoot and resolve implementation blockers quickly and calmly, maintaining trust with the customer * Collaborate closely with Product and Engineering to prioritize enhancements that will make launches smoother and faster What You'll Need: * 3+ years of SaaS implementation/onboarding, consulting or project management experience * Excellent written and verbal communication skills, able to simplify complex concepts for non-experts * Proven ability to manage multiple projects and stakeholders simultaneously * Customer-first mindset with high empathy and ownership * Strong problem-solving skills and ability to adapt when priorities shift * Detail-oriented with exceptional organizational skills Interview Process: Our interview process is thorough — we aim to ensure each person that joins the team is the right fit for Miter and will provide ample information for you to assess if Miter is the right fit for you. The general interview process at Miter will consist of the following steps: * Recruiter Screen * Hiring Manager Interview * Miter Values Interview * Implementation Presentation * Co-Founder Interview Our Benefits: * Competitive Compensation: We offer competitive (well above “market”) salary, commission, and equity packages. * Medical Insurance: Comprehensive medical, dental, FSA, vision plans to suit you and your family’s needs. * 401(k) Retirement Plan: Company-matched contributions to help you plan for your future. * Unlimited PTO: Take the time you need to recharge and be your best self. * Parental Leave: Generous 16-week paid leave for all parents, including adoptive and foster parents. * Learning & Development: We offer every employee an annual educational allowance to explore external professional development. * Office Extras: Snacks, coffee, lunch, and commuter benefits for in-office Mitosaurs. * Community: Multiple company-wide and team-specific offsites per year. Equal Opportunity: Miter provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities. Compensation Range: $120K - $150K

Job DescriptionDescription: Do you dream about being part of History and promoting NYC’s most iconic destination for fun? Luna Park in Coney Island is actively recruiting for Seasonal Finance & Administration Supervisors. About Us: Central Amusement International Inc. (CAI) is an amusement park development and management company located in New York City. In 2003, CAI developed Victorian Gardens at Wollman Rink in Central Park, and in 2010 developed Luna Park in Coney Island, at the site of the birthplace of the amusement industry. CAI is part of the Zamperla Group, which is the worldwide leader in the manufacturing of amusement rides. As our Finance & Administration Supervisor, you will be responsible for all aspects of the cash management function, including the development and management of systems for the effective collection of cash. Responsible for ensuring designated cash processing, reconciliation, and reporting functions are completed promptly while in compliance with SOPs for Luna Park in Coney Island. Location: Luna Park in Coney Island, 1000 Surf Avenue, Brooklyn, NY 11224, USA Job Description: • Establish and maintain Daily Cash Room controls and reconciliations., • Day-to-day management of the finance and administration functions., • Reviews and drives improvements in Cash management, compliant with CAI per Company policies and procedures., • At the end of each business day closing out to reconcile cash and credit card transactions., • Completes all cash management set-up documentation and reporting., • Timely reconciles cash applications and disbursements., • Monitors cash transactions to ensure that bank account balances to the reports., • Prepares cash flow reports, and identifies, evaluates, and investigates variances., • Assists with project assignments and finance department reporting., • Assist Administration Managers in Cash Control Operations., • Train Bank Tellers with daily operations and adhere to the company’s Policy and Procedures., • Coordinated cash and coin movements from and to the main vault., • Promptly handled cash machine errors by working with outside vendors, • Balanced vault daily, ensuring accurate cash detail and cash movements were recorded., • Understand and operate information systems that are essential to cash management., • Coach and monitor Tellers' and cashier's operations to prevent fraud., • Responsible for reviewing and responding to chargeback inquiries., • Perform all Bank operation duties with Zero noise process., • Banks and Process activities SOPs need to be updated periodically., • Assist in troubleshooting issues and solving problems., • Cash Control procedures and process guidelines need to be followed with due diligence., • Maintain and keep track of Bank Inventory and Supplies., • Follow the Supervisor’s Daily Checklist performed, and Logs are updated., • Coach and implement new ideas to avoid Fraud in Cashier’s Operations., • Maintain Banks are balanced with required denominations of money for smooth operations., • Bank equipment needs to be maintained properly according to company policies and procedures.Requirements:, • Associate's degree in Accounting or Finance or higher, or similar experience with a minimum of 3 years of relevant experience., • Strong knowledge of accounting principles and practices, as well as financial regulations and laws., • Excellent communication, leadership, and organizational skills., • Proficiency in Microsoft Office and accounting software., • Availability to work various shifts, weekends, holidays, and evenings as needed., • Physical stamina for standing and moving throughout the shift., • Must be outgoing, friendly, courteous, and honest., • Able to work in all weather conditions.

Job Description Are you ready to go uP? • We are named in Top Workplaces NYC for 2024, • We are one of the winners of USPAACC’s Fast 100 Asian American Business awards, • We are recognized as one of the Top 5000 in Inc. Magazine’s Fastest Growing Private Companies, • We were a finalist for Best ISO of the Year by ETA in 2024 Click here: Why Should You Join Universal Processing? • You want to work at a minority owned Fintech company that empowers small to medium-sized businesses, • You are passionate to serve and support our local community and their growth, • You are given one month on-the-job paid training, • You get medical, vision, and dental coverage, generous PTO, and 401k Role Summary: The Business Development Associate role is a fully onsite position, 5 days a week. This position serves as the first point of contact to our clients, as part of our sales department. You will be the brand ambassador to our company by introducing the business solutions we provide to the clients. Responsibilities: • Gather leads, conduct cold calls, and schedule appointments to develop new business., • Engage conversations with small-to-medium-sized business owners by introducing products and services., • Obtain business information such as business name, address, current marketing strategies, payment method, sales volume, and current pricing; inputting lead information into databases., • Gather credit card processing statements for pricing analysis and to understand business financial situations., • Follow up with potential clients to further engage business opportunities., • Manage the business pipeline and develop a payment strategy for long-term success., • Must be authorized to work in the US at the time of hire. We are an E-Verify employer!, • Bilingual proficiency in Spanish is required., • High school diploma or equivalent required, Bachelor’s degree in Business, Business Administration, Communications, Finance, or related field preferred, • Previous sales or customer service experience preferred, but not required., • Strong communication skills, critical thinking, detail-oriented, and analytical abilities., • Ability to be well-spoken and confidently connect with potential clients on the phone. Since 2003, Universal Processing has dedicated itself to growing the unique needs of small and medium-sized businesses by putting people before profits. Differentiated from the major credit card processing providers, UP’s consultants and support team speak the languages its clients speak, and the business focuses on ingenious customer service, care, support, and reasonable pricing. Today, the Company successfully serves 22,000 clients across the nation. Within 10 years of business, the Company emerged as one of the fastest-growing payments processing companies in the U.S. Nominated as the best ISO of 2024 by ETA and awarded as a Growth Accelerator in CO-100, the Company is soon to become the second AAPI owned payment processor company in US history. In February 2024, Universal Processing changed its branding to Let’s Go uP, to commemorate its legacy and evolution. At Let’s Go uP, we are an equal employment opportunity employer. To learn more, please visit us at: . Let's Go uP Together! Powered by JazzHR EfdniQODj3

Job Description JOB DETAILS Senior Procurement Manager, BESS Construction US Network Infrastructure SALARY A competitive remuneration package is available, based on quality and range of experience. ABOUT ZENOBE Our mission is to make clean power accessible. We are passionate about making a positive impact on communities and the environment where we work. We’re designing, financing, building and operating the world’s most sophisticated battery systems to enable the take up of more renewable power, electrifying fleets for cleaner air, and providing clean, portable power including repurposed electric vehicle batteries. Our proprietary software and data analysis optimises operational performance for our customers to reduce emissions and costs. Since we began in 2017, we’ve raised over £2 billion in debt and equity funding and transformed it into >1GW of grid-connected batteries live or under contract and c.2,000 electric vehicles supported. We have operations in the UK, Australia, New Zealand and Benelux, the USA and a global headquarters in London. We’re the leading owner and operator of battery storage in the UK, supporting the National Grid with the uptake of renewable power. We also work with c.90% of the UK's major bus companies, powering 25% of the UK e-bus market. We’re also the number one owner and operator of e-buses in Australia and New Zealand, and are quickly expanding into light commercial vehicles and trucks. Our rapidly growing company is looking for highly talented and motivated people to join us. THE OPPORTUNITY Zenobē is looking to hire an experienced Senior Procurement Manager, BESS Construction to help deliver its first battery energy storage (BESS) assets in the US (100MW+ in size). The role of the Senior Procurement Manager will be an integral part of the new and growing Procurement team and support in shaping its future way of working to deliver on Zenobē’s growth plans. The candidate should be comfortable supporting multiple live development projects on a multi-contracting basis, and flexible in supporting the wider business needs as required. The primary focus of the role with be leading in the development of procurement and contract strategies, sourcing, and negotiating contracts for BESS construction services through engagement with EPCs and Balance-of-Plant (BOP) providers. This may include some procurement support on BESS & HV (circuit breakers, transformers, etc.) as required. Having a strong network of EPC and BOP providers in Zenobē’s US-NI target markets of NYISO (NY), PJM (IL, MD, NJ) and ISO-NE (MA) will be critical to delivering on the objectives of this role. The role will work closely with the VP of Network Infrastructure - US, Business Development team, and Project Development team and report into the global Procurement team based in London. A BIT ABOUT THE DAY TO DAY • Lead on US BESS construction procurement activities, while being an integral part of delivering Zenobē’s first BESS projects in the US, • Directly engaging with local EPC and BOP providers in target markets to support the quoting and ultimately contracting of BESS construction services for 100MW+ energy storage projects, • Responsible for developing project procurement & contract strategies in support of highly competitive RFPs and offtake contracts, • Developing BESS construction cost estimates in early-stage and developing markets to support business case development and financial modeling, • Leading on sourcing & negotiating of supplier contracts across multiple categories of Zenobē’s BESS development projects in ISO-NE, NYISO and PJM, • Support and help lead central procurement initiatives, including reviewing and developing new processes and procedures & improving on existing ones., • Support improvement initiatives on Zenobē’s existing contractual forms, • Support in building a culture of lessons learned being taken from the construction phase into upcoming development projects, • Develop and maintain strong business relationships with new and existing contractors & internal and external stakeholders, • Support in contract management phase as required, • Reporting functionally into the Global Director of Procurement, while working closely with respective Zenobē’s Vice President of Network Infrastructure in the US as well as the Business Development and Project Development teams Health and Safety • 5 Years’ + experience in Procurement management with a focus on energy storage or renewables construction, • Strong network of EPCs and BOPs in NYISO, PJM, and ISO-NE, • Project experience on a multi-contracting basis for BESS, HV, and EPC/BOP, • Experience with various forms of contract and best practices in NYISO, PJM, and ISO-NE, • Experienced in full end-to-end procurement and contract management, including formalizing strategies, SRM, sourcing, negotiation, claims, variation and cost management, • A genuine passion for renewable energy, • Ability to work collaboratively with cross functional teams (legal, engineering, construction, finance, etc) Please note that the base salary range is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level, competencies, and work location. Base pay is one part of the total package that is provided to compensate and recognise employees for their work and any role at Zenobē, regardless of the location, is eligible for additional discretionary bonuses. Base salary per annum: USD$160,000 - USD$185,000, based on experience OUR BENEFITS We have an open, honest and trusting culture here at Zenobe. Apart from the unparallel opportunity to be at the forefront of the Net Zero revolution we are proud of the culture we have built. Here is what we can offer when you join the Zenobe community; • At Zenobe we all work hard and go the extra mile so it’s important to rest and regenerate with 20 days holiday which increases each year until 5 years’ service is reached, • 401k Scheme – Up to 4% matching, • Excellent opportunities for personal growth and responsibility plus a training budget, • Potential for up to 30% performance related bonus as well as a discretionary Network Infrastructure specific bonus pool of 15%-60%, • Health, Dental, Vision & Life Insurance/ Reimbursement Plan Zenobe is committed to creating a diverse and inclusive environment which is as representative as possible of our society. All qualified applicants will receive consideration for employment without regard to age, disability, gender reassignment, marriage/civil partnership pregnancy /maternity, race, nationality, religion or belief, gender, political beliefs and sexual orientation. Our culture values meritocracy, openness, fairness, and transparency.

Job DescriptionSalary: ABOUT PLIANT Pliant is a European fintech specializing in B2B payment solutions. With our modular, API-first platform, we empower businesses to streamline spending, enhance cash flows, and seamlessly integrate payments into their financial workflows. Our solutions are particularly valuable for industries with complex payment needs, such as travel and fleet, helping companies achieve greater efficiency, control, and profitability. We focus on two primary customer segments: • Companies that want to optimize payment processes through our intuitive Apps and powerful APIs, gaining greater control, operational efficiency, and cash flow flexibility through extended credit lines., • Businesses such as financial software companies, ERP providers or banks aiming to launch or enhance their credit card offerings, using our embedded finance or white-label solutions. This enables partners to strengthen customer engagement and diversify revenue streams effectively. Founded in 2020 and headquartered in Berlin, Pliant supports over 3,500 businesses and more than 20 partners globally. As a licensed e-money institution (EMI), we issue Visa-powered credit cards in 11 currencies across 30+ countries, ensuring that payments become simpler, smarter, and more efficient worldwide. Learn more at ABOUT THE ROLE We are looking for a (Senior) Business Development Manager, Travel - U.S. (m/f/d) to accelerate our expansion in one of Pliants most strategic verticals: travel. Youll be focused on identifying, engaging, and converting travel-focused businesses that can benefit from flexible credit, virtual cards, and automated spend controls. Youll work closely with our commercial and product teams to tailor messaging and solution design for OTAs, TMCs, consolidators, air ticket resellers, and B2B travel marketplaces. This is a high-impact, mid-level sales role with plenty of ownership and growth potential. This role is remote-friendly, ideally based in the US, with occasional travel to client meetings, industry events (e.g., GBTA, Phocuswright), and Berlin for onboarding or team sessions. WHAT YOU'LL DO • Travel Industry Acquisition: Source and qualify new prospects across the B2B travel space, including OTAs, TMCs, and ticketing consolidators., • Lead Pipeline Ownership: Manage outbound and inbound leads through the full sales cyclefrom discovery to demo, negotiation, and close., • Industry Messaging & Positioning: Tailor your outreach and conversations to address travel-specific pain points (e.g., payment delays, reconciliation, fraud risk, chargebacks)., • Collaboration with Product & Sales: Share feedback from the field to shape segment-specific collateral, integrations, and feature enhancements., • CRM & Reporting: Maintain accurate records in HubSpot or Salesforce and ensure strong sales hygiene and forecast visibility., • Market Research: Stay up to date on trends in the U.S. travel marketemerging players, policy shifts, and competitive developments., • Partner with Marketing: Support go-to-market campaigns targeting the travel industry and contribute to event presence, case study generation, and co-marketing. WHAT YOU'LL BRING • 35 years of B2B sales experience, ideally with clients in the travel industry or adjacent verticals (e.g., hospitality tech, payments, B2B platforms)., • Knowledge of the U.S. travel ecosystemespecially the commercial workflows and credit requirements of travel intermediaries., • Proven ability to run structured sales cycles and manage multiple stakeholders (Finance, Ops, Product, C-level)., • Familiarity with CRMs (HubSpot, Salesforce) and sales methodologies such as SPIN, MEDDIC, or Challenger., • Experience selling fintech, payments, or expense solutions is a strong plus., • Excellent verbal and written communication skills., • Fluent English required; additional languages a plus. WHAT WE OFFER • Competitive salary and performance-based incentives, • An influential role shaping U.S. market growth at an international fintech, • Opportunities for professional growth and ownership from day one, • A remote-friendly environment with support for work-life flexibility, • Health, wellness, and retirement benefits, • Access to a diverse and ambitious team driven by impact, innovation, and transparency

Job Description Are you ready to go uP? • We are named in Top Workplaces NYC for 2024, • We are one of the winners of USPAACC’s Fast 100 Asian American Business awards, • We are recognized as one of the Top 5000 in Inc. Magazine’s Fastest Growing Private Companies, • We were a finalist for Best ISO of the Year by ETA in 2024 Click here: Why Should You Join Universal Processing? • You want to work at a minority owned Fintech company that empowers small to medium-sized businesses, • You are passionate to serve and support our local community and their growth, • You are given one month on-the-job paid training, • You get medical, vision, and dental coverage, generous PTO, and 401k Role Summary: The Merchant Consultant role serves as the first point of contact to our clients. You will be the brand ambassador to our company by introducing the business solutions we provide to the clients. An ideal candidate will be goal-driven, resilient, and people oriented. Responsibilities: • Generates leads, cold-calls, and prospects potential clients., • Conducts in-person meetings to determine customer needs, presents customized payment, merchant financing and marketing solutions., • Performs pricing analysis by assessing clients’ payment processing statement, and initiates proposals accordingly., • Follows up with potential merchants by reviewing products and services features, benefits, and terms., • Closes sales in a timely and effective manner., • Navigates potential lead sources; develops and maintains new lead sources., • Develops new sales opportunities within the existing client base., • Builds and maintains relationships with referrals and affiliates., • Must be authorized to work in the US at the time of hire. We are an E-Verify employer!, • Bilingual proficiency in Spanish is required., • High school degree or equivalent required; Bachelor’s degree in Business, Business Administration, Communications, Finance, or related field is preferred., • 2-3 years sales and/or customer service experience required., • Previous experience in the Merchant Service industry is an asset., • Strong communication skills, critical thinking, detail-oriented, and analytical abilities., • Strong desire to succeed in a competitive market and self-motivated., • Able to work independently and driven by results.Our team is growing, we are hiring multiple positions on an ongoing basis. About uP: Since 2003, Universal Processing has dedicated itself to growing the unique needs of small and medium-sized businesses by putting people before profits. Differentiated from the major credit card processing providers, UP’s consultants and support team speak the languages its clients speak, and the business focuses on ingenious customer service, care, support, and reasonable pricing. Today, the Company successfully serves 22,000 clients across the nation. Within 10 years of business, the Company emerged as one of the fastest-growing payments processing companies in the U.S. Nominated as the best ISO of 2024 by ETA and awarded as a Growth Accelerator in CO-100, the Company is soon to become the second AAPI owned payment processor company in US history. In February 2024, Universal Processing changed its branding to Let’s Go uP, to commemorate its legacy and evolution. At Let’s Go uP, we are an equal employment opportunity employer. To learn more, please visit us at: . Let's Go uP Together! Powered by JazzHR 3tQMYXVRO7

Job Description A global professional Services firm consistently ranked among the top firms in the world, is seeking a Business Development Experience Senior Analyst - Experience Finance Lead to join their dynamic team in New York. Please note that this role may be eligible for a flexible working schedule that allows for a hybrid and in-office presence. Responsibilities: As a Business Development Experience Senior Analyst - Experience Finance Lead, you will be responsible for working with the Experience Manager to organize and overseeing the quality of work and work flow of the Business Development (“BD”) Experience team as well as leveraging other firm resources to ensure excellence in supporting and maintaining the firm's deal and case database. Other key responsibilities include: · Organizing, assigning, delegating, and coordinating the work of the BD Experience team to ensure objectives are met in a timely manner; will also be leveraging, as appropriate, additional firm resources to ensure excellence in department and experience database support · Assisting with training new BD Experience Analysts by becoming a mentor and providing ongoing support · Acting as liaison between attorneys, local and global BD management and staff, and the BD Experience team by providing subject matter expert level support · Thinking proactively and leading reorganizational changes to database information to ensure information is easily attainable · Fostering communication within MarTech, the various teams within BD, and those external to BD, to create a seamless experience collection process Qualifications: · A Bachelor's degree, with JD a plus · Relevant experience working with legal markets in the US, Europe, Middle East, and Asia · A minimum of five (5) years of relevant experience preferably in a law firm or professional services organization · Experience with marketing databases. market/company research, and project management Compensation & Benefits: Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment, but will also receive a generous and competitive total compensation package. Discretionary bonuses may be awarded in recognition of individual and firm performance — and profit-sharing partnership contributions to 401(k) accounts may be given based on firm performance. Firm's comprehensive and best-in-class benefits support employees through every stage of life: · Healthcare, dental, and vision plans · Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more) · Generous 401(k) plan and firm-paid basic life and disability insurance · Extensive resources for parents and caregivers · Family building and fertility resources · And much more! In addition, employees receive: · At least 11 paid holidays per year and a PTO program that accrues 23 days during the first year of employment and grows with tenure · Ongoing professional development and career support, including bespoke training and leadership development programs, firm-paid access to LinkedIn Learning courses, and career coaching. · Peer networking, mentoring, and professional support through our eight global staff affinity groups. Many of our job openings can be viewed at

Job DescriptionJob Title: Office ManagerLocation: New York, NY (On-site or hybrid as needed) Salary Range: $70,000 – $90,000 per yearAbout the RoleWe are seeking a driven Office Manager to lead the launch and ongoing operations of our new office in New York. This is a foundational role- ideal for someone who thrives in fast-paced environments, enjoys building systems, and wants to shape the culture and infrastructure of a growing team.Key ResponsibilitiesOffice Setup & Launch • Lead all logistics for establishing a new office: equipment setup, vendor coordination, and compliance with local building and safety regulations., • Foster a positive, inclusive office culture aligned with organizational values., • Plan and execute team events, wellness initiatives, and cultural touchpoints to strengthen engagement and morale., • Develop and maintain office policies and procedures, covering expense guidelines, visitor protocols, equipment use, onboarding checklists, and emergency readiness., • Support creation of an employee handbook or operations manual that balances company culture with compliance requirements., • Act as the central hub for operational efficiency, working closely with team leads across functions (marketing, finance, IT, HR, etc.)., • Manage vendor relationships (cleaning, security, courier, office services) for quality and cost efficiency., • Oversee administrative tasks: scheduling meeting rooms, coordinating visitor access, managing mail, and tracking supplies., • Advanced user of Microsoft Office (Outlook, Word, Excel, PowerPoint)., • 3–5 years of experience in office management or related roles, ideally within a creative or fast-growing company., • Proven experience planning and launching new office spaces or leading major operational transitions., • Strong background in creating and managing policies and procedures., • Demonstrated ability to foster positive office culture and employee engagement., • Exceptional organizational, multitasking, and communication skills., • Strong proficiency in Microsoft Office and office technologies., • The opportunity to build something meaningful-your work will define the foundation of the NYC office., • A dynamic, fast-paced environment where innovation and collaboration are valued., • Competitive compensation and benefits aligned with experience.

Job Description Robert Half is seeking a seasoned Commercial Transactions Attorney with deep expertise in negotiating and drafting complex customer agreements, particularly in the technology and SaaS space. This is a high-impact role where you’ll collaborate with internal stakeholders and external clients to drive successful outcomes in contract negotiations. Location: New York, NY Work Arrangement: Hybrid schedule based in New York, NY: • In-office: Tuesdays & Wednesdays, • Remote: Mondays, Thursdays, and Fridays Contract Term: Immediate start through January 2026. Compensation: $90+/hour Key Responsibilities: • Lead negotiations for complex customer agreements, including SaaS, licensing, and professional services contracts., • Draft, review, and revise a wide range of commercial agreements with precision and strategic insight., • Partner with sales, legal, finance, and operations teams to align contract terms with business objectives., • Identify and mitigate legal and business risks in contract language., • Provide guidance on contract structure, negotiation strategy, and compliance issues. Qualifications: • 10+ years of experience in contract negotiation and drafting, with a strong focus on technology and SaaS agreements., • Proven ability to manage complex negotiations independently and efficiently., • Deep understanding of commercial contract law and industry best practices., • Excellent communication and interpersonal skills., • JD from an accredited law school and admission to practice in New York., • 10+ years of experience in contract negotiation and drafting, with a strong focus on technology and SaaS agreements., • Proven ability to manage complex negotiations independently and efficiently., • Deep understanding of commercial contract law and industry best practices., • Excellent communication and interpersonal skills., • JD from an accredited law school and admission to practice in any state (NY, PA, CA preferred).

Job DescriptionCompany Description • For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.Job Description Core Responsibilities/Activities Comprehensive Loan Reviews • Assess the sufficiency of credit underwriting and portfolio monitoring functions, performance covenants, collateral metrics and other monitoring guidelines and trigger events. Ensure all credits are completed in compliance with the Bank’s lending policies, procedures, and regulatory guidelines., • Evaluate borrower financial performance through the assessment of financial statements and credit risk metrics, including income statement, cash flow statement and balance sheet analysis., • Review Legal Documents (Loan Agreements, Security Agreements, etc.) to Credit Approval Packages to verify that all approved loan parameters have been accurately recorded., • Evaluate the financial performance against all base and stress-scenario financial projections as required., • Determine the accuracy of internal risks ratings; recommend, document and fully support any recommended changes based upon your evaluation., • Use knowledge of industry best practices, regulatory requirements and professional experience to identify deficiencies and/or areas of improvement in the Bank’s risk management processes, procedures and policies., • Draft potential review issues for discussion with the Head of Loan Review, Credit Risk Management, front office, middle office, audit and Loan Review colleagues. Maintain in-depth knowledge of all policies and procedures related to lending, underwriting, credit, and problem loan monitoring. Proactively recommend changes to the Bank’s policies and procedures as needed. All credit facilities must be reviewed and assigned risk ratings based on the strength of the borrower and its repayment capacity. To ensure risk ratings are reflective of the current financial condition, all changes in risk ratings must be challenged by the LRD. Notification of Potential Problem Forms (NOPPs) NOPPs are prepared when Bank personnel become aware of a potentially negative situation with one of their borrowers. Situations of this nature may cause the account to be downgraded or suffer some other negative action. Loan Review receives, reviews, processes, and logs all NOPP Forms received. Other Responsibilities • Assist in the preparation and periodic updates to the Risk Assessments for assigned portfolio segments to accurately document Loan Review’s current view of the quantity, quality and direction of risk in the Bank’s loan portfolio., • Maintain effective contact with front office, credit, audit and compliance colleagues, and utilize third-party resources and professional networks, to provide as accurately and timely an assessment as possible., • Perform Continuous Monitoring reviews on assigned portfolio segments to enhance the early detection of credit risk in the Bank’s loan portfolio and enhance Loan Review’s Risk Assessment process., • Maintain in-depth knowledge of assigned portfolio segments as assigned., • Maintain in-depth knowledge of all policies and procedures related to lending, underwriting, credit, and problem loan monitoring., • Assist in the preparation and completion of the department’s Annual Business Plan, • Assist the Head of Loan Review with various departmental reporting requirements, • Perform ad-hoc/ancillary projects in support of the overall Loan Review function. Maintain a thorough understanding of the bank’s compliance rules and regulations., • Assist the Head of Loan Review in various functions, including liaison activities with Federal and State Banking Regulators, as well as internal and external auditors. Compile and provide information as requested by examiners and auditors. #LI-Hybrid Qualifications Educational and Professional Credentials: Bachelor’s degree in Finance, Accounting, or Economics or equivalent corporate banking work experience with postgraduate business degree or certification a plus. • 3+ year’s financial institution, bank, rating or U.S. bank regulatory agency experience with formal credit training a plus. This position requires an individual with a strong credit analysis background covering corporate borrowers across various industry segments. • Experience with underwriting, portfolio management, lending, loan review or credit risk., • Experience with a variety of commercial loan products and industries., • Understanding of credit processes, such as loan origination and underwriting; portfolio management and CECL., • Ability and willingness to articulate verbal, well-written, and supported loan review. opinions, including those divergent from 1st and 2nd Lines of Defense, formally and informally, in a variety of formats and settings (interviews, meetings, calls, e-mails, reports, process narratives, presentations, etc.)., • A self-starter who can prioritize multiple tasks, be resourceful with an ability to research and find solutions., • Collaboratively work with the team and 1st and 2nd Line of Defense stakeholders., • Capacity to manage competing project priorities, diverse workload, work independently, accept accountability and demonstrate initiative., • Strong interpersonal skills, strong work ethic and self-motivated., • Proficient in applying risk management standards, techniques and methodologies., • Knowledge of U.S. regulatory environment and emerging risks., • Passionate about meeting goals, and helping the team succeed., • Prior experience with risk ratings, risk rating methodology, and allowance methodology would be a plus. Compensation The expected annual salary for this position is between $130,000 and $150,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. Additional Information The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: • Those with a known mental or physical disability., • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions., • Victims of domestic violence, sex offenses or stalking. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

Job DescriptionCompany Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description We are looking for an experienced Underwriter with expertise in Asset-Based Lending (ABL) and Factoring. The role involves analyzing and underwriting credit facilities, including lines of credit and asset-reliant loans, for clients with varying loan sizes. Key Responsibilities • Financial Analysis, • Conduct detailed financial analyses in compliance with internal standards., • Review and interpret financial statements, spreads, and projections., • Perform global cash flow analyses to evaluate repayment abilities., • Prepare profitability models with accurate risk parameters., • Underwriting Tasks, • Attend client meetings to understand business needs., • Assist in structuring facilities that align with credit policies., • Analyze collateral, including accounts receivable, inventory, and intellectual property., • Identify risks and develop mitigants in credit evaluations., • Compliance, • Conduct adverse news screenings., • Ensure all underwriting activities meet compliance and regulatory standards., • Collaboration, • Coordinate with lending officers and third-party service providers., • Participate in initiatives to improve underwriting processes. #LI-Hybrid Qualifications • Education, Bachelor's degree in Accounting, Business, Finance, Law, or a related discipline., • Experience, Minimum of 3 years of experience as an ABL/Factoring underwriter., • Knowledge, • Solid understanding of Asset-Based Lending and Factoring credit facilities., • Knowledge of loan structures, credit terms, collaterals, and guarantees., • Familiarity with regulatory requirements (ECOA, Regulation B, BSA, AML, OFAC)., • Skills and Competencies, • Analytical Skills: Exceptional analytical and quantitative skills., • Communication: Proficient in articulating complex information clearly., • Technical Proficiency: Skilled in financial modeling and Microsoft Excel., • Organizational Skills: Ability to handle multiple tasks efficiently., • Personal Traits, • Quality-focused with strong attention to detail., • Highly motivated with a drive for achievement., • Collaborative with strong interpersonal skills., • Confident and decisive in professional judgments. Compensation The expected annual base salary for this position is between $110,000 - $175,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills, experience, and book of business. In addition to base salary, our total rewards package also includes eligibility for incentive compensation, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. Additional Information Disclaimer The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: • Those with a known mental or physical disability., • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions., • Victims of domestic violence, sex offenses or stalking. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

Job Description Candidates with accounting experience in fashion, apparel, and beauty industry highly desired Job Description CBIZ Talent Solutions is assisting our client, a recognizable and growing fashion brand based in NYC with their search for an Accounting Manager. The Accounting Manager will oversee operational running of the finance function. This role is responsible for the management of the day-to-day accounting tasks, providing actionable financial analysis and planning insights, while also staying up to date with relevant industry changes. With a strong commitment to ethical standards and confidentiality, this role will handle multiple responsibilities, prioritize tasks, and meet deadlines in a fast-paced, dynamic environment. Key Responsibilities • Full responsibility for the General Ledger ensuring compliance with GAAP and regulatory requirements, • Maintain 7-10 day monthly close cycle, • Analyze and reconcile all balance sheet accounts, • Produce all required monthly, quarterly and year end reporting, • Coordinate with external audit partners to ensure timely and accurate completion of audits, • Prepare, record and maintain detailed history of A/R and A/P transactions by account and classification in QuickBooks Online, • Prepare vendor payments, • Process credit card invoices, non-check payments, and bank statements items, • Maintain vendor W-9 files and prepare 1099s at year end, • Prepare and submit quarterly sales tax reporting and payments, • Manage e-commerce account, customer service with e-commerce clients, and wholesale clients, • Maintain ERP, Warehouse, and Shopify inventory monthly, including work in progress and reconcile to general ledger balances, • Manage the ERP system and ensure the accounting, costing, and all invoicing, billing is accurate and current, • Produce monthly reporting for all inventory for review by management, • Perform bank account and credit card reconciliations weekly, • Maintain perpetual bank balance for reporting to management, • Manage cash flow of the business by maintaining dynamic cash flow forecast models to be used for developing funding requirements, • Update cash flow forecast models weekly to incorporate actual results from prior week to revise forecast, • Process semi-monthly payroll utilizing third party payroll company, • Review all payroll tax filings and other payroll related requirements produced and filed by the payroll company, • Human Resources and HR record keeping and related matters, • Assist management in identifying and monitoring potential risks to the organization System Experience • QuickBooks Online or QuickBooks, • Strong Excel, PowerPoint, and Word skills required, • Experience with ERP system a strong plus Position Requirements • Minimum of 7-10 years’ experience in finance, • College degree, or equivalent professional work experience required, • Advanced analytical, business development, and negotiation skills, • Excellent problem-solving skills and solution based, • Strong mathematical skills, • Strong ability to be persistent and take initiative and ownership of projects, • Agility and ability to react quickly with strong sense of urgency, • Able to develop effective working internal relationships, • Robust analytical skills, • Excellent communication: Confident, engaging verbal and written communication skills and presentation skills, • Motivated to work in a high energy environment at the speed of fashion with everchanging priorities, • Strong project management and multi-tasking skills with critical attention to detail CBIZ Talent & Compensation Solutions is an Equal Opportunity Employer. CBIZ Talent & Compensation Solutions does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

Job Description Municipal Surveillance (Associate/AVP) - Healthcare and Higher Education Sectors Position Summary Top Insurance provider is seeking a candidate to join the Municipal Surveillance team at the AVP/Associate level to join the U.S. Public Finance Surveillance team. This employee would be responsible for assisting in the monitoring, managing and reporting for a large portfolio of U.S. Public Finance credits, primarily within the health care and higher education sectors; work includes: (a) performing quantitative and qualitative credit analysis, (b) interacting with the management teams of hospitals and higher education institutions as well as their legal counsels, bankers and financial advisors, (c) collection, organization and management of data from various sources, (d) preparing monthly credit reports/updates, (e) handling of transaction amendments/waivers/consents, and (f) ad hoc projects related to the portfolio and/or sectors. Primary Responsibilities • Monitor/evaluate credit quality and sector trends with respect to credits in our municipal health care and higher education portfolios, consisting primarily of not-for-profit hospitals/health systems as well as public and private colleges/universities, • Key analysis includes in-depth, analytical review of operating and financial data/metrics/trends collected for specific credits, • Additional quantitative and qualitative review of industry/market trends is expected, as needed, for review of credits and the sectors, • Participate in and/or conduct meetings and/or lead conference calls for credit updates and/or regarding surveillance issues, with hospital management teams/ higher education administrators, financial advisors, bankers, attorneys and/or others key constituents, • Prepare monthly written reports and presentation materials on select credits and the sectors, identifying significant issues and providing a rationale for internal rating recommendations, • Present internal reviews and rating recommendations to senior management at monthly meetings, • Monitor distressed credits and report on them quarterly to senior management, as needed, • Manage/assist in oversight/maintenance of internal databases to monitor credit exposure, capture annual data metrics related to specific credits, and track industry trends/any credit risk deterioration, • Process requests for transaction amendments, waivers and consents, including negotiation of revised terms, preparation of memos/reports for internal approvals, and related administrative actions, • Assist in the preparation of ad-hoc reports for senior management to disclose the impact of events related to specific credits, the overall health care and/or higher education sectors as well as to the security of related municipal bonds insured by Assured, • Coordinate on special projects with other internal departments or groups Candidate Background • Minimum 2 to 6 years of relevant experience, • Bachelor’s degree in accounting, economics, business or hospital and/or higher education administration/finance is required; a master’s degree is a plus but not required, • Prior analytical experience within a rating agency, bond insurer, hospital, higher education institution, healthcare/higher education consulting firm, or healthcare/higher education sector experience within the municipal finance team of an investment/commercial bank, financial advisor or investment management firm is preferred, • Solid quantitative and analytical skills, with particular emphasis on hospital and/or higher education finance/credit analysis, • Proficiency with financial statement analysis, both FASB-based and GASB-based, • Experience with financial/cash flow modeling/forecasting, • Sound understanding of the not-for-profit hospital and/or higher education sectors as well as municipal bond market, • Solid interpersonal and communication skills, both written and oral, with the ability to convey information in a concise manner, • Self-starter, with good time management skills and ability to take initiative, who can work independently as well as work closely with a team in a collaborative and dynamic environment, • Detail orientation and effective organization skills is a must, • Proficiency in using external software (e.g., Excel, Word and PowerPoint) and in conducting research using various sources of information (e.g., EMMA, Bloomberg), both which are necessary to gather data and streamline work processes, is necessary, • Ability to quickly learn to navigate internal IT systems, • Experience in working with management teams of hospitals and/or higher education institutions as well as their legal and financial advisors is preferred HYBRID, 3 DAYS IN OFFICE . Company DescriptionNational Insurance CompanyNational Insurance Company

Job DescriptionSalary: The annual salary range for the role is $60,000-$75,000. PRIMARY FUNCTION This position is responsible for providing pre-sale and post-sale accounting services to clientele who buy and sell at the New York office of Phillips Auctioneers LLC. The position requires close collaboration with internal departments including Specialist teams, Legal and Finance to ensure accurate financial processing, seamless client experiences and compliance with internal policies and external regulations. Phillips values a workforce with a wide variety of experiences, backgrounds and skills and we encourage you to apply even if you do not meet all of the qualifications. DUTIES AND RESPONSIBILITIES • Review consignor contracts for accuracy and incorporate necessary adjustments to process consignor payments in NetSuite and the bank via wire transfer or check, • Processing post auction adjustments in NetSuite for discrepancies and change in payment terms during the pre-settlement process, • Re-running pre settlements for any account adjustment, after sale and cancelled sale changes, • Prioritizing payments in accordance with contractual settlement deadlines and cash flow constraints, • Accurately reviewing that the payment instructions match the contract name while also confirming IBAN/ account number, swift/abanumber and verifying verbal confirmation via the shared drive and the deal sheet, • Running reports for available payments and keeping track of follow-up notes with specialists / administrators, • Running reports for wire confirmations and saving settlement statements before end of settlement day, • Liaise with Specialists/ Administrators to manage all aspects of each auction as it relates to AP, • Assist in completing Return to Owner release forms., • Process cancelled sales/inventory sales, • Email and file invoices post sale, • Revise, re-invoice and create one-off invoices (sales tax adjustments), • Assist clients with payment inquiries by e-mail and phone daily, • Process and apply payment (including CUP Payments) as received confirming incoming payment matches buyer of record and enter necessary adjustments for shipping charges etc. in NetSuite., • Resolving third party payments when they occur, • Reconcile credit card payments and incoming wire transfers daily., • Responsible for researching issues with cash applications including over/under applied cash, • Send collection notices and perform continual collection by e-mail and phone, • Provide sales tax information to clients and collect re-sale certificates when necessary, • Liaise with the Shipping Coordinator for the release of property, • Produce collection status reports for specialist departments, • Process private treaties/exhibitions/after sales PROFESSIONAL SKILLS AND EXPERIENCE • 7+ years prior business experience preferably in banking or retail, required, • Excellent interpersonal and communication skills (written and verbal), required, • Working knowledge of and experience with Excel, required, • Strong organizational skills, attention to detail, preferred, • Working knowledge of and experience with NetSuite, required, • Experience with MS Office Suite and Outlook, required EDUCATION AND TRAINING • Bachelors Degree or equivalent work experience, required, • Bachelors degree in finance/ accounting, preferred PERSONAL ATTRIBUTES • Excellent interpersonal and communication skills (written and verbal) with the ability to work professionally and responsibly with clients and all areas within the business, • Adept at learning customized computer systems (e.g., NetSuite) and online banking platforms, • Detail-oriented with analytical and problem-solving skills, • Proactive with excellent organizational skills, • High degree of time and resource management skills with the ability to work in a high-volume, deadline-driven environment, • Ability to deal effectively and efficiently with multiple tasks WORKING CONDITIONS • Flexibility to work evenings/weekends as necessary as well as auctions or special events., • Working a hybrid schedule. ADDITIONAL INFORMATION • The annual salary range for the role is $60,000-$75,000.

Job Description Job Summary We are seeking a dedicated and experienced Project Manager in the Renewable Energy sector. The ideal candidate will play a pivotal role in overseeing renewable energy projects from inception to completion, ensuring they align with organizational goals and regulatory requirements. This position requires strong leadership skills, financial acumen, and a comprehensive understanding of project management methodologies within the renewable energy landscape. Responsibilities • Lead and manage renewable energy projects, ensuring timely delivery within budget constraints., • Develop project plans, including scope, timelines, and resource allocation., • Conduct risk analysis and implement risk management strategies to mitigate potential issues., • Collaborate with cross-functional teams to drive business development initiatives and strategic planning., • Prepare and interpret financial reports related to project performance, including profit & loss statements and budget forecasts., • Ensure compliance with regulatory reporting standards, including IFRS and GAAP., • Oversee financial management aspects such as accounts payable/receivable, cash flow analysis, and balance sheet reconciliation., • Engage in corporate finance activities including investment management and treasury management., • Facilitate stakeholder communication through regular updates on project status and financial health., • Proficiency in IAS, IFRS, GAAP, ASC 606, and other relevant accounting standards., • Strong background in corporate accounting, non-profit accounting, governmental accounting, and technical accounting., • Expertise in financial concepts such as budgeting, forecasting, cost accounting, and fiscal management., • Demonstrated ability in financial report writing and interpretation with a focus on strategic financial planning., • Knowledge of risk analysis techniques and compliance management practices., • Excellent leadership skills with a proven track record of managing teams effectively., • Familiarity with financial software for general ledger accounting, account reconciliation, and bookkeeping tasks., • Strong analytical skills for conducting financial analysis and investment assessments., • Ability to manage costs effectively while ensuring quality project outcomes. This role offers an exciting opportunity to contribute to the growth of renewable energy initiatives while leveraging your financial expertise to drive successful project outcomes.

Job Description Stuut is transforming accounts receivable for B2B companies—making collections smarter and faster for companies that have historically relied on manual processes that are labor intensive and costly. Our platform is gaining traction with finance teams across industrials, chemicals, and manufacturing sectors from Fortune 10 brands to scaling midmarkets. We're backed by top-tier investors including a16z, Khosla, Activant, 1984 Ventures and Page One. The Role We’re hiring an Account Executive, Mid-market to own the full sales cycle, build relationships with mid-market customers, and drive new revenue for Stuut. You’ll work closely with Marketing, BDRs, and our founders to turn curiosity into committed customers. From high-volume prospecting to contract negotiation, you’ll craft tailored sales motions that connect our AI-powered financial workflow platform to the real challenges facing manufacturing, distribution, and other core industries. You’ll set the bar for modern sales at Stuut—balancing persistence with precision, and consultative insight with a bias for action. What You’ll Do * Own the full sales cycle from prospecting to close, including discovery, demos, and contract negotiation. * Build and maintain a healthy pipeline in HubSpot with accurate forecasting and reporting. * Create omnichannel outreach strategies (phone, email, LinkedIn) to engage decision-makers and drive meetings. * Collaborate with Marketing and BDR teams to qualify leads and convert them into high-value customers. * Develop account plans to expand adoption and revenue within existing mid-market customers. * Represent Stuut at industry events, webinars, and networking opportunities. * Share customer insights with Product and Marketing to shape features, messaging, and go-to-market strategies. You Might Be a Fit If You… * You have an ownership mentality and are excited to take on responsibility * Have 4+ years of experience selling B2B SaaS to mid-market or enterprise customers. * Are equally comfortable picking up the phone 100+ times a day and delivering high-impact demos. * Know how to build trust quickly and tailor solutions to specific business challenges. * Use data and CRM discipline to manage your pipeline and improve conversion rates. * Thrive in a fast-moving startup environment and take ownership of your results. * Have experience working cross-functionally with marketing and product teams. Compensation * Top-of-market salary and equity package * Benefits (for U.S.-based full-time employees) * Medical, dental & vision insurance coverage for you * 401(k) & Match * Equity * Flexible PTO * Parental Leave Compensation Range: $200K - $325K

Job DescriptionBackground: Brooklyn Org is a champion for Brooklyn. We celebrate Brooklyn’s brilliance and resilience, its incomparable culture and uncompromising grit – and we demand more for our communities. Over our 15-year history, we have reimagined the role of philanthropy and provided immeasurable support to communities and nonprofit partners that are leading transformational change for Brooklyn. With a new model for community philanthropy, we are bringing together Brooklynites, Brooklyn backers, businesses, and broader believers in equity and justice to make Brooklyn a beacon for the world. We are a platform for galvanizing giving. We are here to ensure that ideas are met with resources, challenges are met with solutions, and inequity is met with justice. The Position: The Vice President of Philanthropic Partnerships reports to the Chief Operating and Financial Officer and is responsible for expanding and diversifying the foundation’s donor-advised fund (DAF) donor base by cultivating relationships with high-net-worth individuals, corporate philanthropists, and professional advisors. By leveraging expertise in philanthropic tax strategies, estate planning, and donor relations, this position will drive the foundation’s growth in DAF participation and ensure a seamless experience for both new and existing fundholders. The Vice President will also manage and provide strategic direction to the Donor Services Manager and the Grants & Compliance Manager, ensuring cohesive service delivery, robust compliance, and impeccable data management. This role requires flexibility, including occasional early morning, evening, or weekend commitments to accommodate donor engagements and events. Specific Responsibilities: Donor Cultivation & Acquisition • Proactively identify and engage prospective DAF donors, including high-net-worth individuals (HNWIs), family foundations, and corporate partners., • Conduct individualized donor consultations to discuss tax-efficient giving options and long-term philanthropic goals., • Collaborate with potential donors to customize giving strategies that align with their values, financial objectives, and community impact aspirations.Strategic Partnerships & Professional Advisor Engagement, • Develop and maintain strong relationships with estate planners, tax attorneys, wealth managers, and other financial professionals., • Host educational seminars, webinars, and workshops to inform advisors and their clients about the benefits and mechanics of DAFs., • Provide customized tools, resources, and support to assist advisors in discussing philanthropic opportunities with their clients.Donor Stewardship & Retention, • Coordinate with the Donor Services Manager to ensure a seamless onboarding process for new DAF holders, including fund agreement setup and initial contribution guidance., • Maintain ongoing engagement with fundholders by offering personalized support, updates, and consultations to maximize donor satisfaction and retention., • Conduct annual strategy reviews for fundholders, helping them refine their philanthropic focus and achieve greater impact.Team Leadership & Data Management, • Directly supervise the Donor Services Manager and the Grants & Compliance Manager, providing guidance, support, and professional development opportunities., • Oversee accurate, secure, and compliant data management practices for all donor records and fundholder information., • Collaborate with internal teams to enhance systems and processes that optimize donor engagement, compliance, and relationship tracking.Legal & Financial Knowledge Application, • Utilize expertise in philanthropic tax strategies, planned giving vehicles (including trusts and bequests), and estate planning structures to guide donors and advisors., • Ensure all donor agreements, gift structures, and fund management practices comply with IRS regulations, DAF policies, and the foundation’s guidelines., • Monitor emerging trends and regulations in tax law and estate planning to keep donors and professional advisors informed of new opportunities or requirements., • Other duties as assigned Qualifications:, • Bachelor’s degree in Business, Finance, Law, Nonprofit Management, Philanthropy, or a related field is required., • Chartered Advisor in Philanthropy (CAP®) or Certified Trust and Fiduciary Advisor (CTFA) is highly desirable, • 10+ years of demonstrated success in donor cultivation, relationship management, and securing philanthropic commitments, ideally within a community foundation or financial services environment., • Strong knowledge of donor-advised funds, planned giving vehicles, tax regulations, and wealth management strategies., • Proven ability to develop partnerships and collaborate effectively with professional advisors in estate, tax, and financial planning., • Excellent communication, presentation, and negotiation skills, with a track record of building trust and rapport with HNWIs and corporate donors., • Highly organized, proactive, and results-oriented approach to managing multiple relationships and initiatives simultaneously., • Exceptional attention to detail and commitment to maintaining accurate, compliant, and confidential data., • Willingness to work flexible hours, including occasional early mornings, nights, and weekends to accommodate donor-related events. Other Information: Currently full-time employees are expected to work in the BKO office located in Downtown Brooklyn Monday through Thursday with occasional events on Friday. In alignment with its Racial Justice Lens, the Organization is committed to maintaining a staff that diversifies philanthropy, including lifting up the leadership of people from communities historically underrepresented in the field and those directly affected by structural racism, centering them in decision-making. Brooklyn Org is an equal opportunity employer. The Organization does not engage in or tolerate discrimination on the basis of race, color, gender identity, gender expression, religion, age, sexual orientation, national or ethnic origin, disability, marital status, military veteran status or any other protected group in the locations where we work. Compensation: Brooklyn Org has a competitive and exhaustive benefits and leave plan and the salary range for this position is $130,000 – $145,000 dependent on the successful candidate’s background and experience. To Apply: Brooklyn Org has retained the services of Harris Rand Lusk to conduct this search. Inquiries, nominations, and applications may be directed in confidence to: Kathryn Frances Research and Operations Manager Harris Rand Lusk 260 Madison Avenue, 15th Floor New York, NY 10016 Email cover letter and resume to: . Please include “Brooklyn Org, VP Philanthropic Partnerships” in the subject line of the email.

Job Description Stuut is transforming accounts receivable for B2B companies—making collections smarter and faster for companies that have historically relied on manual processes that are labor intensive and costly. Our platform is gaining traction with finance teams across industrials, chemicals, and manufacturing sectors from Fortune 10 brands to scaling midmarkets. We're backed by top-tier investors including a16z, Khosla, Activant, 1984 Ventures and Page One. About Stuut Stuut is transforming accounts receivable for old-school B2B companies—making collections smarter and faster for companies that historically relied on paper checks and spreadsheets. Our platform is gaining traction with finance teams across industrials, chemicals, and manufacturing sectors from Fortune 10 brands to scaling midmarkets. We're backed by top-tier investors including a16z, Khosla, Activant, 1984 Ventures and Page One. The Role We’re hiring a Business Development Representative (BDR) to create demand for Stuut’s platform and guide prospects through their first interactions with our product. You’ll work closely with sales, marketing, and leadership to build a strong pipeline of opportunities that fuel Stuut’s growth. This is a high-impact role for someone who thrives in a fast-paced environment, loves building relationships, and is excited to set the foundation for Stuut’s go-to-market success. As one of the first members of this team, you’ll help define the gold standard for how we engage prospects and represent our brand. What You’ll Do * Prospect and qualify leads through high-volume outreach across phone, email, and LinkedIn. * Make 120 cold calls a day and write 40 + outbound emails. * Conduct discovery conversations and tailored product demos that address each prospect’s specific business challenges. * Build and maintain a healthy sales pipeline in HubSpot, ensuring accurate forecasting and reporting. * Develop account strategies to expand revenue and usage within mid-market customers. * Achieve and exceed monthly, quarterly, and annual targets. * Represent Stuut at industry events, webinars, and networking opportunities to strengthen brand presence. * Provide feedback to product and marketing teams to refine messaging, features, and go-to-market strategy. You Might Be a Fit If You… * Have an ownership mentality and are eager to take on responsibility. * Are curious and love to learn in a fast-paced, dynamic environment. * Communicate effectively across phone, email, and in-person conversations. * Excel at building authentic connections and collaborating with teammates. * Have experience in high-growth environments where priorities shift quickly. * Are motivated to help build a great company and make customers successful. Compensation * Top-of-market salary and equity package * Benefits (for U.S.-based full-time employees) * Medical, dental & vision insurance coverage for you * 401(k) & Match * Equity * Flexible PTO * Parental Leave Stuut is an equal opportunity employer. No applicant will face discrimination based on race, ethnicity, national origin, religion, age, gender, sexual orientation, gender identity, disability status, parental status, veteran status or any other characteristic protected by law.

Job Description The Senior Director of Finance Operations will be responsible for strategic oversight and leadership of client finance operations services department including Payroll, Accounts Payable, Accounts Receivable and Treasury. The role includes relationship management to the management teams and clients of the region’s managed residential communities (approx. 450 properties) by providing service leadership, team management and development of our shared services finance operations department of approximately 30+ associates. Team Leadership: Provide leadership and guidance to the finance operations team. Ensure that team members are developed and guided effectively and ensure necessary accountability metrics are in place to achieve desired business outcome and service excellence. Process improvement & business continuity: Responsible for creating and maintaining departmental Standard Operating Procedures (SOP). Develops metrics, service level agreements (SLAs) and key performance indicators (KPIs) to ensure service delivery. Deadline Management: Prioritize, review, and delegate workloads to meet department, client, and organizational deadlines. Client Satisfaction: Collaborate with stakeholders to provide solutions that meet clients' needs and ensure client retention. Leadership development: Provides support to Management team for effective team development including hiring, promotions, transfers, terminations, and disciplinary measures. Provide training, leadership, counseling, and coaching to team members. Accounting System Implementation: Participate in the implementation, testing, and troubleshooting of accounting systems. Communication: Maintain effective partnerships with operations and communicate timely with the management teams and client as needed. Special Projects: Work on special projects as assigned. Essential Duties & Responsibilities • Responsible for the oversight of the finance operations department including talent selection, development, coaching and mentoring of AKAM’s Shared Services Center of Excellence., • Oversight of offshore partner in India, • Creating and managing metrics to effectively drive business decisions and SLAs which ensure efficiency, productivity, accuracy, and client service targets are being met., • Ensures timely issue identification, resolution, and escalation when appropriate within leadership teams throughout the organization including management teams., • Establish strategic and pro-active partnerships with other departments, including property management teams including property managers and client finance team., • Establishes Standard Operating Procedures to drive uniformity, consistency, and accountability as consistent with our company’s values., • Defining and enforcing key controls over financial operations, particularly appropriate segregations of duties, • Overseeing the department's development of financial processes and company policies to ensure transactions are processed accurately and timely., • Maintaining appropriate supervisory reviews and reconciliations as part of day-to-day transactions such as systems postings of invoices and payments; on-going billing; payroll processing and treasury operations., • Implementing new company procedures and policy changes as business conditions warrant to ensure appropriate internal control and accuracy of client financial transactions., • Lead and develop a team of finance operations supervisors & managers to ensure client finance operations deliverables are completed in a timely and accurate manner within service levels., • Coaching and supervision of department managers in ensuring daily and monthly tasks are completed accurately and timely within service levels., • Maintain staffing coverage and related contingencies to ensure on-time delivery of services during periods of unexpected staff absences or transitions. Qualifications: Bachelor's degree in finance or accounting is required. • Strong verbal and written communication skills, • Ability to perform with minimal supervision and make decisions independently., • Critical thinking, problem solving, ability to perform with minimal supervision and independent decision-making skills., • Minimum 10 years of progressive accounting & finance experience within property management or related industry experience leading teams/projects., • Preferred experience in property management or hospitality. Commercial and rental experience is a plus., • Strong proficiency in Windows and Microsoft Office, including Word, Excel, PowerPoint, and Outlook., • Previous experience with financial and accounting systems such as Yardi, Peoplesoft, Oracle, Great Plains and Avid a plus.

Job Description LHH Recruitment Solutions is seeking a highly organized and discreet Executive Assistant to support our client's executive team and board. The ideal candidate will have prior experience in a legal or financial environment, strong judgment, and the ability to manage sensitive information with professionalism. This role requires excellent communication skills, attention to detail, and the ability to anticipate needs in a fast-paced, high-stakes setting. Responsibilities: * Manage complex calendars, including scheduling meetings, calls, and travel arrangements. * Prepare and edit correspondence, reports, presentations, and legal documents. * Coordinate logistics for board meetings, legal reviews, and compliance sessions. * Handle confidential and sensitive information with discretion. * Liaise with internal departments and external legal or financial partners. * Track deadlines, legal filings, and regulatory submissions. * Assist with expense reporting and budget tracking. * Support document management and contract administration processes. * Maintain organized filing systems for legal and financial records. * Provide general administrative support including answering calls, managing emails, and greeting visitors. Qualifications: * Bachelor’s degree preferred; legal or business administration certification a plus. * 5+ years of experience as an Executive Assistant, ideally supporting legal or finance executives. * Proficiency in Microsoft Office Suite and document management systems. * Excellent written and verbal communication skills. * Strong organizational and time management abilities. * High level of integrity and discretion in handling confidential information. * Ability to work independently and prioritize multiple tasks. Hours: * 8:30am-5:00pm * Monday through Friday Worksite Type: * Hybrid Employment Type: * Contract to Hire At LHH Recruitment Solutions, our colleagues specialize in eight different practice areas including Human Resources. Connect with a Recruitment Specialist today by submitting your resume via the Apply button. Pay Details: $45.00 to $53.00 per hour Search managed by: Coral Dunn Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client's other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently. RESPONSIBILITIES: • Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns., • Build and maintain strong relationships with high-net-worth clients and their families., • Understand clients' financial goals, objectives, and family dynamics., • Provide expert advice on trust and estate planning strategies tailored to individual client needs., • Provide guidance, training, and support to team members., • Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family's goals., • Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives., • Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents., • Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes., • Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors., • Stay updated on changes in tax laws and advise clients on tax-efficient strategies., • Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients., • Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs. Education: • Bachelor's degree in law, accounting, finance, or related field., • 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients., • Strong knowledge of trust and estate laws, tax laws, and regulations., • Excellent leadership and team management skills., • Exceptional communication and interpersonal skills for building and maintaining client relationships., • Detail-oriented with a high level of accuracy in work., • Ability to analyze complex financial situations and develop customized solutions. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description David Zwirner is seeking an Operations Assistant to assist both our Partner/Chief Operations Officer and Chief Digital Officer. Qualified candidates should be highly organized, responsible, and motivated, with an interest in gaining experience in the day-to-day function of a professional office environment. Executive Assistant | $60k-65k Primary responsibilities include: • General administrative support for both the COO and CDO, including management of the daily task and call list; arranging travel, submitting expenses, scheduling both internal and external meetings, and meeting preparation., • Support CDO rolling out new tools, staff trainings, team meetings, events and expenses for both business areas., • Select general administrative support, as needed, for other members of the Operations team., • Submit invoices approved by the COO and CDO, and ensure prompt payment with the Gallery's finance team., • Effectively communicate and coordinate with internal cross-functional teams., • Excellent verbal and written communication skills to interact effectively with staff at all levels, and vendors., • Positive energy, willingness to learn and a proactive "can do" attitude., • Thorough and detail-oriented with the ability to pivot quickly., • Strong knowledge of contemporary art and an acumen for technology., • Proficiency with the G Suite toolset - Gmail, Docs, Drive, Calendar, • Experience working with one or more project / team collaboration tools ideally Notion, Jira, and Slack, • The ideal candidate will have a BA degree or equivalent (design/art/technology focus preferred), • At least two years related experience or the equivalent., • Candidate must be focused, reliable, and have an interest in art Position hours are Monday–Friday, 10am to 6pm. Candidate will occasionally need to work additional hours. Only qualified candidates will be contacted. Absolutely no calls, emails or walk-ins please.

Job Description Job Title: Website Analytics Manager Location: 100% remote Labor Category: Analyst 3 Job Type: Contract Duration: 12 Months Work schedule: Normal business hours Monday-Friday 9 -5, 35 hours/week (not including mandatory unpaid meal break after 6 hours of work). Pay Rate: $70 to $80 per hour Job Description / Justification: To ensure that NYC services are meeting the needs of New Yorkers, the NYC Digital Service is requesting a Site Analytics Specialist to design, implement and analyze site data for public- facing digital properties for the Office of Technology and Innovation. Projects may include work on City Jobs (part of Talent Portal), Department of Finance Redesign (Payments), MyCity and application and data integrations across various NYC digital properties. SCOPE OF SERVICES: The Website Analytics Manager will work with the NYC Digital Service team to understand analytics requirements, define tags to correctly capture data, oversee site analytics implementation and analyze resulting data for across more than 500 NYC digital properties. The Website Analytics Manager will be involved in agency stakeholder meetings, and present deliverables in team meetings. TASKS: • Define best practice approaches for analyzing online user behavior, configuring web analytics technology, and for interpreting data, • Determine objectives, methods and tools needed for iterative testing and optimization, • Write analytics technical and functional requirements for public-facing digital properties, • Create customized JavaScript or JSON code as needed for site analytics, • Lead regular tagging audits, providing best practices, and troubleshooting to ensure accuracy, • Provide site analytics technical expertise, estimates, and recommendations to the development lead and/or project manager, • Communicate risks and issues in a clear and timely manner, • Run regularly scheduled web analytics reports that contribute meaningful analysis and actionable insights to improve user experience, • Conduct ad-hoc analysis and reporting for internal clients as requested, • 8 years reporting, and technical background Experience with Google Analytics (GA360, GA4), and Web tag managers (GTM, Tealium), • 4-5+ years' experience managing enterprise-class web analytics platforms (e.g., Google Analytics 360, GA4, Web Trends); expertise with web analytics platform migrations highly valuable, • Proficiency developing custom reports, advanced segments, and complex goals, and the interpretation and presentation of findings, • Intermediate Excel skills and an ability to integrate disparate data sets into clear, concise reports and insights., • Knowledge of agile ways of working and modern software development practices, • At least 8 years of digital software development, • Passion for optimizing for best user experience using data and evidence, • Experience with A/B and multivariate testing techniques and best practice

Job Description Duration:0-10 month(s) Additional Job Details:Max Bill Rate */ * month assignment Responsibilities: • Support Third Party Management Program for intra-group affiliates through driving framework evolution, ensure compliance with guidance and regulations, and implementation of industry best practices., • Oversee risk assessment and due diligence processes and ensure they are properly performed for affiliates., • Document all types of services exchanged between the different entities of client, ensure completeness of required sections within compliant template. Ensure every Internal Contract (IC) request is well documented for audit trail., • Collaborate with business owners (sponsors) to fully understand the nature of their request., • Prepare PowerPoint Point presentations for ad hoc reporting Minimum Required Qualifications: • 3+ years working experience in a major corporation, • Bachelor’s degree preferably in a business related field, • Ability to build and maintain relationships with different stakeholders, • Initiative, autonomy, self-motivated, self-starter, • Attention to detail, ability to manage multiple undertakings at the same time and focus on priorities, • Strong problem-solving and analytical skills, • Actively seeking to further knowledge through training and experience, • Strong work ethic and ability to deal with confidential information, • Experience working successfully in a multicultural environment Preferred Qualifications: At Kyyba, the overall well-being of our employees and their families is important to us. We are proud of our work culture which embodies our core values; incorporating value, passion, excellence, empowerment, and happiness, creates a vibrant and productive atmosphere. We empower our employees with the resources, incentives, and flexibility that they need to support a healthy, balanced, and fulfilling career by providing many valuable benefits and a balanced compensation structure combined with career development. Kyyba is an Equal Opportunity Employer. Kyyba does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other bFounded in 1998 and headquartered in Farmington Hills, MI, Kyyba has a global presence delivering high-quality resources and top-notch recruiting services, enabling businesses to effectively respond to organizational changes and technological advances.\r\n\r\nAt Kyyba, the overall well-being of our employees and their families is important to us. We are proud of our work culture which embodies our core values; incorporating value, passion, excellence, empowerment, and happiness, creates a vibrant and productive atmosphere. We empower our employees with the resources, incentives, and flexibility that they need to support a healthy, balanced, and fulfilling career by providing many valuable benefits and a balanced compensation structure combined with career development.\r\n\r\nKyyba is an Equal Opportunity Employer.\r\n\r\nKyyba does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other b

Job Description Above the Role InvestCloud is looking for an intelligent, practical individual with experience in delivering financial technology. This role affords the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very strong analytical and organizational skills, solid knowledge in SDLC, a strong sense of ownership, a demonstrated history of positive results in delivering financial technology, a genuine willingness to learn, and the capability to quickly master new skills. What does a great Business Systems Analyst do? We’re looking for a highly collaborative, detail-obsessed Business Systems Analyst (BSA) who thrives at the intersection of finance, data, and agile engineering. In this role, you’ll help shape and deliver digital solutions for the US wealth management industry, working side-by-side with engineers to turn complex requirements into clear, testable, and executable features. If you're energized by solving problems, love diving deep into investment data, and believe great software is built through shared understanding and shared ownership—read on. What You’ll Do • Be the team’s clarity engine. Collaborate and help teams translate financial and business complexity into crisp, well-scoped user stories, test scenarios, and solution diagrams., • Partner. Collaborate deeply with engineers, QA, product managers, and client SMEs—bringing a shared commitment to build the right thing the right way., • Deliver executable requirements. Use real-world examples, data samples, and BDD-style acceptance criteria to ensure requirements are ready to go—not open to interpretation., • Model systems with context. Create data flows, entity models, and transformation logic that reflect the unique nuances of wealth management workflows—from custodial feeds to performance reporting., • Support delivery excellence. Participate in sprint ceremonies with an agile mindset: iterating quickly, validating frequently, and improving continuously., • Test what matters. Work with product and engineering to create test cases that reflect real-world usage, especially in our case where accuracy and compliance are key., • 5+ years in a Business Analyst or Business Systems Analyst role, ideally, in a financial technology or wealth management environment, • Familiarity with the US investment advisory ecosystem—RIAs, custodians, portfolio accounting systems, performance, and/or client reporting, • Strong fluency in agile delivery practices, with a love for collaboration over handoffs, • Comfort working directly with engineers, QA, and product managers to refine stories, integrations, APIs and data models, • Experience with data mapping, SQL, and working with large financial datasets (e.g., transactions, positions, holdings, valuations), • An instinct for system thinking—you zoom out after zooming in, • Experience writing acceptance criteria using BDD-style formats (e.g., Gherkin), or willingness to learn, • Experience with portfolio accounting systems (e.g., Advent APX, Tamarac, Orion, Black Diamond), • Understanding of data integration from custodians (e.g., Schwab, Fidelity, Pershing), • You love working collaboratively with engineers and take pride in crafting stories that spark ideas—not confusion., • You believe excellence comes from shared understanding—and are relentless in making sure no one’s guessing., • You value evidence over opinion, clarity over complexity, and working software over process for its own sake. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-BH1

Job Description About Daybreak Daybreak Health () is building the leading digital mental health system for youth. Our mission is to create a world where every young person benefits from mental health support. Our mental health system removes barriers to effective care: we create easy access through our school and pediatrician partners, deliver evidence-based online therapy integrated with technology, and bring consumer costs to zero through funding partnerships with government agencies and health insurance. Over the next 5 years, we plan to serve more than 25 million youth who need mental health support. We are a fully remote team, aligned with our North Star mission. We value efficiency over hours worked, clear written communication, and mental health — including regular mental health days each quarter. The Role Daybreak is seeking a highly motivated and strategic Senior Business Analyst to transform raw data into actionable insights that drive business decisions across operations, finance, clinical, customer success, and leadership functions. As our dedicated analytics hire, you will play a hands-on role in shaping how data is interpreted, communicated, and embedded into decision-making across the company. You will partner closely with business leaders to define KPIs, create dashboards, and build standardized reporting that informs strategy and execution. Responsibilities * Partner with functional leaders to identify, define, and prioritize business KPIs * Build, maintain, and optimize dashboards in Looker tailored to stakeholder needs * Translate data trends into meaningful insights, highlighting risks, opportunities, and recommended actions * Create standardized reporting processes that improve visibility and consistency across the organization * Support data literacy by helping teams understand and self-serve reports effectively * Collaborate with engineering to ensure alignment on data quality, availability, and governance * Set up an analytics-ready database, establish data dictionaries, and manage incoming analytics requests * Anticipate stakeholder needs and proactively deliver insights to support operational and strategic priorities * Train stakeholders on how to make dashboards and reports Must Have * 5+ years in business analytics, data analysis, or a related field in a fast-paced environment * Strong proficiency in SQL, data modeling, and Looker (or comparable BI tools) * Ability to translate business questions into analytics solutions for technical and non-technical audiences * Hands-on experience building dashboards, pulling data, and creating business reports * Proven success collaborating across functions and managing competing priorities * Strong ability to synthesize complex data into actionable insights Nice to Have * Experience in healthcare, technology, or related industries * Familiarity with data governance and reporting standards * Exposure to operational, financial, or clinical metrics in a high-growth environment * Comfort with ambiguity and shifting priorities Compensation The target base salary range for this position is $125,000 to $150,000, complemented by stock options and benefits. Actual pay may vary based on experience, location, internal pay equity, and other relevant considerations. Interview Process * Recruiter Screening (30 min, Zoom) * Hiring Manager Interview (30 min, Zoom) * Technical Interview (30 min, Zoom) * Case Study / Assignment (self-paced) * Panel Interviews (Conversations with cross-functional stakeholders) * Executive Interview (if applicable) * Reference Checks Equal Employment Opportunity At Daybreak Health, we believe in fostering an inclusive and diverse workplace where every individual's unique background and perspective is celebrated and valued. We are committed to promoting equality, equity, and opportunity for all. We actively encourage individuals from diverse communities, including but not limited to race, ethnicity, gender identity, sexual orientation, ability, age, religion, and socioeconomic background, to apply and join our team. Pay Range$120,000—$150,000 USD

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About our role: We are seeking an experienced Operations Director to join our dynamic team within our Broker-Dealer operations. The ideal candidate will play a pivotal role in ensuring seamless operational processes, mitigating risk, and maintaining compliance with regulatory standards. This position requires a proactive approach to identifying inefficiencies, implementing controls, and optimizing procedures to enhance operational effectiveness. Key Responsibilities: • Operational Oversight: Monitor daily operations, trade settlements, reconciliations, and financial transactions to ensure accuracy and compliance., • Risk Management: Identify, assess, and mitigate operational risks, developing strategies to enhance controls and minimize errors., • Regulatory Compliance: Ensure adherence to SEC, FINRA, and other regulatory requirements while maintaining proper documentation and reporting., • Process Improvement: Analyze existing workflows, recommend enhancements, and implement automation initiatives to boost efficiency., • Audit & Internal Controls: Collaborate with internal audit teams to ensure all processes align with industry best practices and regulatory standards., • Cross-functional Coordination: Work closely with Clearing, Finance, AML, Compliance, Cash Management and Stock Transfer teams to streamline operations., • 10+ years of experience in Operations Control within a Broker-Dealer environment., • Strong understanding of SEC, FINRA, and regulatory frameworks governing Broker-Dealer operations., • Expertise in trade reconciliations, risk management, and compliance monitoring., • Proficiency in industry systems (e.g., DTCC, OCC, Bloomberg, or similar platforms)., • Exceptional analytical and problem-solving skills with attention to detail. Effective communication and collaboration abilities in a fast-paced environment. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $90,000 - $125,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center. Apply for this job

Job DescriptionAmalgamated Bank seeks a highly motivated PMO Business Analyst. Under the direction of the Director of Project Management, the Business Analyst is responsible for gathering, analyzing, and documenting business requirements to support stakeholder goals and objectives. This role involves evaluating, documenting, presenting, and aligning initiatives with team, departmental and enterprise-level strategic priorities while adhering to the Project Management Office standards, best practices, and processes. The Business Analyst will work and communicate closely with business process owners, implementation partners, and vendors to develop and enhance operational workflow and reporting capabilities. By joining our team, you’ll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: • Gather and synthesize information through internal and external research, interviews, document reviews, use cases, workflows, business process descriptions, and task analysis., • Lead requirements elicitation through interviews, workshops, and group discussions to ensure business needs and desired outcomes are clearly defined and documented, • Document functional and non-functional requirements using Business Requirements Documents BRDs, Requirement Traceability Matrix RTMs, current /to-be workflows, and user stories, • Collaborate with Quality Assurance and Business Leads to support System Integration Testing (SIT) and User Acceptance Testing (UAT), ensuring requirements are met., • Lead training sessions on new processes or technologies by partnering with cross-functional teams to support successful project execution and delivery., • Maintain consistent and open communication with stakeholders on status, risks, timelines, and deliverables., • Support project planning, risk management, and scope definition., • Maintain and improve Business Analyst standards, tools, templates, and processes in alignment with Amalgamated Bank Enterprise PMO guidelines., • Identify efficiency opportunities to streamline processes and align with IT and enterprise strategies., • Proactively recommend improvements and support Amalgamated Bank Enterprise PMO leadership in the implementation and governance of continuous process improvement initiatives., • Apply the appropriate methodology (Agile, SDLC, etc.) and follow Amalgamated Bank Enterprise PMO standards throughout the project lifecycle., • Perform other duties as assigned by Enterprise PMO leadership. Knowledge, Skills, and Experience Requirements: • Bachelor’s degree or equivalent work experience, • Minimum 3+ years of business analysis experience on cross-functional projects, • Exposure to operations, finance, and technology desired, • Preferred: IIBA CBAP, PMI-PBA, or similar certification, • Proficient in Waterfall, SDLC, and Agile methodologies, • Skilled in UAT execution and business requirements documentation, • Strong analytical, problem-solving, and facilitation skills, • Effective communicator with all stakeholder levels, • Proficient in MS Office Suite (Word, Excel, PowerPoint, Visio); Salesforce, Workiva experiences a plus, • Familiarity with SmartSheet project management tool and banking solutions is a plus, • Strong critical thinking skills with the ability to analyze complex business challenges, • Skilled in identifying desired outcomes and translating findings into clear, concise business requirements using documentation, diagrams, and process flows, • Proven ability to facilitate problem resolution and negotiate solutions with multiple stakeholders, • Effective communicator across various formats (in-person, virtual) and with diverse audiences (technical and non-technical stakeholders, developers, executives), • Detail-oriented, flexible, and demonstrated ability to manage multiple priorities and collaborate across multiple teams Our job titles may span more than one career level. The starting base salary for this role is between $100,000.00 – $110,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description ABOUT US New York Edge is the largest provider of after-school and summer camp programs in New York City public schools. Each year, academic programs—including STEM, the arts, sports and wellness, and college access—help 40,000 students develop leadership skills and succeed in school. Working parents count on our programs to provide safe and enriching environments for their children. SUMMARY Extended Day Activity Instructors lead after-school programming for children and teens at New York Edge after-school program sites. The activity instructor will teach or co-lead activities in one of the following areas: STEM, visual art, performing art, literacy, student leadership and character development, sports, health and wellness, business, finance and entrepreneurship, math, media arts, journalism, botany, and urban agriculture, history. The activity instructor has a dual reporting role, supporting the curriculum and instruction department team by designing lesson plans and implementing curricula across New York Edge program sites. They will also support the program director by preparing activity materials and explaining principles, techniques, and safety procedures to student participants. The Literacy Specialist is a multi-site instructional leader who collaborates closely with a team of Site Directors to support front-line staff (Academic Enrichment Coaches and Activity Specialists) in delivering Literacy-based curricula and thematic projects. Schedule: Part-Time Monday – Friday 2:00 pm – 6:00 pm (Days/shifts vary depending on site needs) This role requires you to be in person. ESSENTIAL JOB FUNCTIONS * Build strong relationships with and among students * Teach or co-lead daily activities * Establish clear objectives for all lessons, units, and projects and communicate those objectives to students. * Participate in ongoing professional development activities * Prepare materials for daily activities * Adapt teaching methods and instructional materials to meet students' needs and interests. * Support the coordination of program events * Input data and prepare reports * Administer pre and post-assessments and evaluations for student activities QUALITIES WE’RE LOOKING FOR * Demonstrated ability to lead activities with children and teens * Creativity * Knowledge of state and National Literacy efforts * Must have excellent communication, organizational, and time management skills * Experience working with children and/or teens * Ability to multitask and manage workflow in a fast-paced environment * Ability to establish and maintain effective working relationships with program staff, school personnel, parents * Sensitive to social-emotional needs and characteristics of students * Self-starter who takes initiative * Flexibility, reliability, and sound judgment * Other duties as assigned REQUIREMENTS * High School Diploma or equivalent * Must be at least 18 years of age * College credits and/or degrees are highly preferred * Experience working with children strongly preferred * Broad knowledge of the principles and practices of current educational trends in Literacy curriculum and experience successfully teaching and instructing youth. * May be required to walk up and down stairs. * May have to lift or move objects/materials as needed. * Work is permitted mostly within a New York City Public School but may be required to interact with community-at-large during trips or events. Specialists will be required to report to the school building and interact with staff, students, parents, and school administration. At the time of offer and acceptance, the job requires safety and security clearances through the Department of Education and the Department of Health. To apply, please visit our website at newyorkedge.org/careers. New York Edge is an Equal Opportunity/Affirmative Action Employer. Disclaimer: The statements herein are intended to describe the general nature and level of work the employee performs in this position. These statements are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of a person in this position

Job Description About ITC Worldwide Advisory Practice ITC Worldwide Advisory Practice is a strategic consulting division of ITC Dynamics365, delivering high-impact advisory services across financial transformation, risk management, compliance, and digital finance. We empower organizations to navigate complex regulatory environments and optimize financial performance through data-driven insights and global best practices. Role Overview As an Audit Manager, you will lead assurance and advisory engagements, manage client relationships, and provide strategic insights that support financial integrity and operational excellence. You will work closely with cross-functional teams to deliver tailored solutions aligned with client goals and regulatory standards. Key Responsibilities · Lead and manage audit and advisory engagements from planning to completion. · Develop audit strategies and execute complex audit procedures in compliance with international standards. · Provide advisory support on financial reporting, internal controls, and risk management. · Supervise, mentor, and develop junior staff, fostering a culture of continuous learning. · Maintain strong client relationships and ensure high-quality deliverables. · Identify and communicate audit findings and recommendations to senior stakeholders. · Stay updated on IFRS, ISA, and local regulatory changes impacting clients. · Collaborate with ITCs digital transformation teams to integrate technology into audit processes. What We Are Looking For Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you! We value diverse experiences and perspectives. Heres what were looking for in our ideal candidate: · ACA or ACCA qualified or equivalent. · Previous experience of carrying out Assurance-related tasks within a professional services firm, ideally at Manager grade. · Proven experience in client handling and in producing high-quality Assurance. · Experience of analytical review approach desirable. Skills and Expertise · Strong analytical and problem-solving skills. · Excellent communication and interpersonal abilities. · Proficiency in audit software and Microsoft Dynamics 365 is an advantage. · Ability to manage multiple priorities and meet deadlines. · Leadership and team management capabilities. · High ethical standards and attention to detail. Education & Qualifications · Bachelors degree in Accounting, Finance, or a related field. · ACCA qualification (fully qualified). · Additional certifications (e.g., CPA, CISA, CIA) are a plus. Career Path (13 Years) · Year 1: Lead mid-sized audit engagements, develop client portfolios, and mentor junior staff. · Year 2: Manage large-scale advisory projects, contribute to business development, and participate in strategic planning. · Year 3: Progress to Senior Manager or Advisory Lead, overseeing multiple teams and driving innovation in audit and advisory services. Additional Benefits · Functional Systems Training & Qualification Classes are provided upon acceptance to ensure seamless integration into ITCs advisory and digital platforms.

Job Description Accounting Manager – Public Fund Accounting (Temp-to-Perm) Miami, FL or New York, NY (Hybrid: Mon–Thurs in office, Fri remote) A leading alternative asset manager with $7BN AUM is seeking an Accounting Manager to join its Finance team on a temp-to-perm basis. This individual will work closely with the CFO and Managing Director of Public Fund Accounting to oversee and manage the third-party fund administrator for a publicly traded BDC. The role offers high visibility, exposure to senior leadership, and the opportunity to contribute directly to the financial reporting and compliance of a complex, publicly traded investment platform. Key Responsibilities * Oversee and monitor the third-party fund administrator to ensure accurate accounting and financial reporting. * Prepare management and incentive fee calculations, expenses, and accruals for the fund. * Prepare quarterly 10-Q and annual 10-K filings in accordance with GAAP and manage the annual audit. * Prepare and submit SEC filings, including 8-Ks, Form 4s, and proxy statements. * Ensure quarterly reporting complies with SOX controls; manage annual SOX audit. * Prepare fund analysis and quarterly board reporting, including compliance monitoring. * Partner with the Liability Management team to manage liquidity and borrowing base compliance. Qualifications * Bachelor’s degree in Accounting required; CPA preferred. * 8–12+ years of experience in financial services accounting, ideally with BDC or other publicly traded funds, REITs, broker-dealers, or financial institutions subject to SEC filings. * Experience preparing and filing 10-Q, 10-K, and related SEC documents. * Prior experience managing or overseeing a third-party fund administrator strongly preferred. * Strong analytical, organizational, and problem-solving skills. * Excellent communication skills and ability to work hands-on in a fast-paced environment. * Demonstrated integrity, accountability, and a “no task too big or small” mentality. Company DescriptionAtlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information technology, human resources, and office / accounting support professionals. Our clients range from Fortune 500 to start-ups and we service all industries ranging from Financial Services to Media & Entertainment. We were founded on the principle of relationships; our firm has been built on partnering with candidates and clients with a focus on their long-term interests. We provide Technology professionals like yourself on a permanent basis for our clients across all industries. Specialties include: Software Engineers, Web Developers, iOS/Android Engineers, Data Analysts, Business Intelligence, Data Engineers, Data Scientists, Help Desk/Desktop Support, Systems Administrators/Engineers, Network Administrators/Engineers, Cloud/DevOps Engineers, Application Support, Business Analysts, Project Managers, IT Managers, CTOs, etc.Atlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information technology, human resources, and office / accounting support professionals. Our clients range from Fortune 500 to start-ups and we service all industries ranging from Financial Services to Media & Entertainment. We were founded on the principle of relationships; our firm has been built on partnering with candidates and clients with a focus on their long-term interests. We provide Technology professionals like yourself on a permanent basis for our clients across all industries. Specialties include: Software Engineers, Web Developers, iOS/Android Engineers, Data Analysts, Business Intelligence, Data Engineers, Data Scientists, Help Desk/Desktop Support, Systems Administrators/Engineers, Network Administrators/Engineers, Cloud/DevOps Engineers, Application Support, Business Analysts, Project Managers, IT Managers, CTOs, etc.

Job DescriptionSalary: Director of Sales Retail Banking Role Overview We are looking for a high-energy, dynamic Director of Sales to join our growing team to drive sales of our SaaS platform in the Retail Banking space. In this role, you will identify sales opportunities with both existing Ninth Wave clients as well as new logos and bring them to a close. You will partner with teams such as Marketing, Technology, and Product, to deliver value that directly contributes to revenue and the success of our company. This role is ideal for a proven sales executive who relishes the opportunity to deliver value to clients with a truly differentiated product in a fast-growing and dynamic market. This role is based in our New York City office and follows the Company's current hybrid work policy. Key Responsibilities: Through thoughtful and aggressive prospecting, build a pipeline of prospects and upsell/cross-sell existing customer base in the retail banking space Sell the value and benefit of Ninth Wave to senior executives in retail banking Effectively communicate retail banking business and technical needs, identifying the best solution that addresses prospective client requirements that provide business value Manage the sales cycle from prospecting to initial meetings to contract negotiation to close, driving revenue Collaborate with the extended team (solutions engineer, legal, finance, executive leadership) through sales process and maintain constant communication across the team to support closings Contribute to product by providing client feedback to help refine product features/functionality to meet client needs Requirements: Seven (7+) years of experience selling SaaS solutions to retail banks Demonstrated ability to close business and exceed targets consistently Exceptional ability to quickly build a prospect pipeline and create/expand existing networks Goal oriented approach with customer-centric/solution selling principles and methods A natural ability to collaborate and work with cross-functional teams to optimize for company outcomes Experience in a start-up/high-growth firm preferred Ability to travel Represent company in trade shows to promote company and build relationships to create new revenue Complies with the Company in-office policy Collaborate in-person with teams at our New York City office to drive initiatives Company Overview Ninth Wave delivers secure data connectivity to financial institutions through a single point of direct integration to a universal suite of open finance APIs. With configurable controls, visibility, and insights into all data sharing and acquisition connections between aggregators, third-party apps, and internal applications, Ninth Wave empowers financial institutions and their customers with access and oversight to their connected apps, enabling secure data exchange in a holistic and scalable open finance ecosystem. Offering solutions for retail and commercial banks, wealth managers, credit card issuers, tax providers, and more, Ninth Wave provides unparalleled connectivity and universal compatibility to complex information systems. Location: New York, NY

Job Description CoreWeave is the AI Hyperscaler™, delivering a cloud platform of cutting edge services powering the next wave of AI. Our technology provides enterprises and leading AI labs with the most performant, efficient and resilient solutions for accelerated computing. Since 2017, CoreWeave has operated a growing footprint of data centers covering every region of the US and across Europe. CoreWeave was ranked as one of the TIME100 most influential companies of 2024. As the leader in the industry, we thrive in an environment where adaptability and resilience are key. Our culture offers career-defining opportunities for those who excel amid change and challenge. If you're someone who thrives in a dynamic environment, enjoys solving complex problems, and is eager to make a significant impact, CoreWeave is the place for you. Join us, and be part of a team solving some of the most exciting challenges in the industry. CoreWeave powers the creation and delivery of the intelligence that drives innovation. About the Role: We are seeking a highly driven Business Systems Engineer to support and scale the systems that enable our Data Center Operations. This role will focus on data center asset lifecycle management, data center project and portfolio management, MRO (maintenance, repairs and overhaul), infrastructure system automation, and commissioning workflows across multiple data center sites. You will play a key role in supporting DCIM, asset tracking systems and related 1st party systems that ensure clean data, efficient operational workflows, and seamless integration between operations, and IT. This role will also support data engineers who will be building pipelines into data warehouses. This position is ideal for someone who understands how infrastructure and operations intersect, and who can translate complex data center workflows into scalable, automated systems. What you'll own: • Serve as the primary systems partner for Data Center Operations, Infrastructure, and Facilities teams, • Own and manage tools supporting the data center asset lifecycle, from racking and provisioning to decommissioning, • Configuration and Administration of platforms - DCIM systems (ex.Sunbird, Nlyte, Netbox) IT Asset management systems and tools used for construction and data center build-out (Ex.Procore)., • Design and maintain runbook of workflows for rack deployment, infrastructure onboarding, and asset readiness, • Build internal 1st party tools, reports and dashboards to visualize DC status, milestones, and capacity., • Integrate build-out and commissioning workflows with ongoing operational systems (DCIM, asset registry), • Build reports, dashboards, and alerts to support operations, capacity visibility, and project handoffs At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences Who you are: • Bachelor's degree in Information Systems, Computer Science or related field., • 5+ years of experience in data center systems, infrastructure operations, or IT systems automation, • Strong understanding of data center workflows, including rack deployment, provisioning, asset tracking, • Hands-on experience with DCIM or asset management platforms, • Proven ability to build custom apps, scripts, or APIs (Python, JS/TS, React, Node, etc.), • Familiarity with data center build-out workflows and commissioning milestones, • Strong cross-functional collaboration skills with Infrastructure, Ops, Finance, Supply Chain, and IT teams, • Experience with Procore or equivalent construction/build-out project management tools is a plus, • Knowledge of asset handoff workflows from construction to operations, • Understanding of power/cooling infrastructure, structured cabling, and telemetry systems, • Exposure to audit or compliance requirements for infrastructure traceability What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job Description Mastech Digital provides digital and mainstream technology staff as well as Digital Transformation Services for all American Corporations. We are currently seeking a Business Professional - Business Analyst for our client in the Professional Services domain. We value our professionals, providing comprehensive benefits and the opportunity for growth. This is a Permanent position, and the client is looking for someone to start immediately. Duration: 6+ Months Contract with Hight possible extension Location: New York, New York Salary: $80.00-$85.00/Annually Role: Business Professional - Business Analyst Primary Skills: Tableau Role Description: The Business Professional - Business Analyst must have 8+ years of experience. For this role, you must be an experienced Business Analyst with expertise in tools such as ETL, SQL, and Tableau (2 to 3 years of experience). We are open to considering candidates with backgrounds as Business Analysts, Business Systems Analysts, Systems Analysts, or Data Analysts who have previously worked in a Business Analyst role. Required Experience and Skills: • Bachelor’s degree in computer science, Mathematics, Statistics, Finance or the equivalent., • Understanding of industry standard data transformation and reporting tools such as Tableau, Alteryx, and other tools., • Excellent analytical skills: Comfortable working with large data sets and presenting findings that tell a clear, insightful, and compelling story., • Ability to organize and prioritize individual workload and deal with multiple priorities., • Experience communicating insights to non-technical business stakeholders., • Experience in the financial services industry, preferably in an analytical function., • Delivering ETL (Extract, Transform, Load) development of database objects, SQL (Structured Query Language) queries and data analytic capabilities in rational database platforms., • 2-3+ years of experience in building dashboards in Tableau., • Solid analytical/logical mindset and attention to detail., • Team-oriented with a strong sense of ownership and accountability., • Highly organized with exceptional attention to detail and excellent follow-through. Education: Bachelor’s degree in Computer Science, Mathematics, Statistics, Finance or the equivalent Experience: Minimum 8+ years of experience Relocation: This position will cover relocation expenses Travel: No Local Preferred: Yes Note: Must be able to work on a W2 basis (No C2C) Recruiter Name: Parth Mishra Recruiter Phone: (412)-484-0072 Benefits: We have various coverages and additional benefits to choose from: • Medical, Dental (Including Ortho) & Vision Insurance (Option to Enroll)., • Paid Leaves (Wherever applicable)., • Life & Disability Coverage (Upon eligibility)., • 401K Option, Education Assistance Program and more. Mastech Digital is an Equal Opportunity Employer - All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. #LI-MJ1 #Mastech1

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION We're looking for a strategic and data-driven Senior GTM Operations & Strategy Manager to partner with the GTM team (Pre-Sale, Post Sale) as well as Finance, Product and Customer Support, to design, optimize, and execute our go-to-market engine. This role blends operational excellence with strategic data driven thinking to ensure our teams are aligned, productive, and hitting revenue targets. You will own key GTM initiatives — from capacity planning to process design, Quota and incentive design as well as leading the forecast approach ensuring decisions are based on data and grounded in scalable best practices. This role reports directly to the VP Revenue Operations. RESPONSIBILITIES Data Insights • Identify, define and structure metric and data inputs that will help drive revenue generation in pre-sale as well as post sale, • Review, analyze and challenge data collected regarding the GTM operations, you raise and explore hypothesis to optimize GTM productivity, • Work closely with the data team to provide insights to GTM leaders., • Identify gaps in data collected and processes used by GTM, and collaborate with Pre-Sale and Post Sale Revenue Operations team members to drive changes to implement such processes changes., • Identify gaps in Pontera's product that impact GTM productivity, and work with the Product organization to drive removal of such gaps, • Analyze funnel metrics across the buyer journey to identify pipeline health levels, gaps and opportunities, • Lead the challenging of the forecasting model and process to drive improved, accurate and quick forecast process, • Collaborate with Finance, GTM Leadership and other Revenue Operations team members to challenge existing segmentation, and develop GTM strategy related to segmentation and channel strategy, • Translate high-level company strategy into actionable, measurable GTM plansREQUIREMENTS, • 8-10 years of experience in GTM strategy, revenue operations, or management consulting with GTM focus, • Strong analytical skills; expert in Excel/Sheets and proficient using BI tools (Looker, Tableau, etc.), • Experience with Salesforce CRM and GTM tools (Marketo, Gong, etc.)., • Proven ability to drive cross-functional alignment in a fast-paced environment., • Exceptional communication skills, both written and verbal., • Strategic thinker who's also comfortable rolling up their sleeves to execute., • Experience in SaaS or high-growth tech companies, • High level of financial modeling and forecasting, • Familiarity with the wealth management industry - a plusWHAT WE OFFER, • Compensation: Annual Base Salary of $150,000-$170,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description General Responsibilities: Under the supervision of the Director of Educational Development, plans and facilitates an extracurricular course centered around business and finance for middle and high school students. Major Duties: • Meets regularly with the Director of Educational Development, • Plans and facilitates instructional sessions, • Develop a curriculum that covers a variety of business and finance topics including but not limited to the stock market, business current events, personal finance, and investments, • Models appropriate academic and social behaviors, • Ability to work with students of diverse ethnic backgrounds, academic profiles, and skill levels., • Possess good interpersonal and organizational skills., • Must demonstrate responsibility, a desire to help others, discretion, and flexibility., • Knowledge of basic academic content and skills., • Application of such knowledge and tools to help students access material., • Ability to collect and analyze data to drive future instruction.

Job Description You could be an accounting manager anywhere. Why Jerry.ai? * Join a pre-IPO startup with capital, traction and runway ($240M funded | 60X revenue growth in 5 years | $2T market size) * Work closely with serial entrepreneurs and brilliant leaders from companies like Deloitte, KPMG, McKinsey, BCG, Bain, Amazon, Andreessen Horowitz, Facebook, Alibaba, Microsoft, Nvidia, NerdWallet, etc. * Opportunity to take us to a $10B market cap business and a household name in the next few years * Be immersed in a talent-dense environment and greatly accelerate your career growth About the Opportunity: We’re looking for an exceptional Revenue Accounting Manager to lead our revenue accounting operations at a pivotal time in our journey. In early 2024, we reached profitability — a major milestone — and now we’re setting our sights even higher: scaling from 5M to 50M customers and building a $10B business. As a late-stage, fast-growing startup with IPO ambitions, we’re expanding our financial infrastructure and hiring someone to own one of our most complex and critical areas — revenue recognition. This is a hands-on role that requires strong technical expertise in ASC 606, deep data fluency, and the ability to operate across multiple systems and revenue streams. You’ll be instrumental in building scalable processes that support timely, accurate, and audit-ready reporting. You’ll also partner closely with teams across Data, Engineering, Finance, and play a key role in helping us meet public company standards. Jerry.ai is building the first super app to make car ownership affordable and accessible – insurance, buy/sell, registration, loans, safety, repairs, parking, etc – a $2T market in the U.S. We started with insurance in 2019, and since then we’ve launched loan refinancing, driving insights, repair marketplace, car diagnostics, and a GenAI-powered chatbot & voicebot. We have amassed over 5M customers, raised $240MM in funding, scaled our revenue 60X and our team to 225 across 6 countries. How you will make an impact: * Own the end-to-end revenue accounting process, including recognition of commissions, contingent commissions, usage fees etc. * Apply and interpret ASC 606 across various revenue streams, including variable consideration and usage-based models. * Ensure timely and accurate month-end close, reconciliations, journal entries, and reporting for all revenue-related accounts. * Maintain and update revenue recognition policies and accounting memos. * Partner with cross-functional teams in data and engineering to enhance data quality and streamline revenue reporting from multiple systems. * Identify and implement process improvements, system enhancements, and automation opportunities to scale revenue accounting operations. * Collaborate with external auditors, providing support for audit and SOX compliance activities. * Assist with special projects including ERP optimization, internal control development, and IPO or public company readiness (if applicable). Ideal profile: * CPA, Bachelor’s degree in Accounting required; Big 4 background and/or experience at a high-growth tech or fintech company preferred; * 5-8 years experience in revenue accounting; * Deep knowledge of ASC 606 and revenue recognition for complex contracts; * High comfort with high transaction volume and data complexity; * Strong systems mindset — experience with ERP systems (e.g. NetSuite), revenue tools (off the shelf or custom-built systems), and ability to work across disconnected systems; * Tech forward, experience and desire to utilize AI and latest technologies to build scalable operations a plus; * Roll up the sleeves can do attitude; * Detail-oriented with strong analytical and organizational skills; * Strong leadership, problem solving and communication skills working cross functionally. While we appreciate your interest and application, only applicants under consideration will be contacted. Jerry.ai is proud to be an Equal Employment Opportunity employer. We prohibit discrimination based on race, religion, color, national origin, sex, pregnancy, reproductive health decisions or related medical conditions, sexual orientation, gender identity, gender expression, age, veteran status, disability, genetic information, or other characteristics protected by applicable local, state or federal laws. Jerry.ai is committed to providing reasonable accommodations for individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at The successful candidate’s starting pay will fall within the pay range listed on this job posting, determined based on job-related factors including, but not limited to, skills, experience, qualifications, work location, and market conditions. Ranges are market-dependent and may be modified in the future. In addition to base salary, the compensation may include opportunities for equity grants. We offer a comprehensive benefits package to regular employees, including health, dental, and vision coverage, paid time off, paid parental leave, 401(K) plan with employer matching, and wellness benefits, among others. Equity opportunities may also be part of your total rewards package. Part-time, contract, or freelance roles may not be eligible for certain benefits. About Jerry.ai: Jerry.ai is America’s first and only super app to radically simplify car ownership. We are redefining how people manage owning a car, one of their most expensive and time-consuming assets. Backed by artificial intelligence and machine learning, Jerry.ai simplifies and automates owning and maintaining a car while providing personalized services for all car owners' needs. We spend every day innovating and improving our AI-powered app to provide the best possible experience for our customers. From car insurance and financing to maintenance and safety, Jerry.ai does it all. We are the #1 rated and most downloaded app in our category with a 4.7 star rating in the App Store. We have more than 5 million customers — and we’re just getting started. Jerry.ai was founded in 2017 by serial entrepreneurs and has raised more than $240 million in financing. Join our team and work with passionate, curious and egoless people who love solving real-world problems. Help us build a revolutionary product that’s disrupting a massive market. Compensation Range: $110K - $175K