Trabajos compliance officer en Estados Unidos

CHIEF DEVELOPMENT OFFICER \n SUMMARY \n This member of the Executive Management Team has the oversight and ultimate responsibility for creating well-designed and financially sustainable affordable and market-rate housing. The Chief Development Officer will lead all development activities for the Newark Housing Authority, providing management and oversight of our development staff. Department activities encompass all facets of housing development, including site identification, project feasibility evaluation, applying for and securing financing, and construction supervision. The position is also responsible for developing the long-term vision and strategic planning for the development team. General supervision is exercised over a small number of professional staff. Does related work as required. \n \n ESSENTIAL DUTIES AND RESPONSIBILITIES \n • Provides development strategies for current and future development projects and HUD programs such as Rental Assistance Demonstration (RAD), Low-Income Housing Tax Credits (LIHTC), Mixed Finance (MF), Project Based Vouchers (PBV), Project Based Rental Assistance (PBVA), etc. \n • Collaborates with the Asset Manager to evaluate and provide for maintenance and rehabilitation of projects and coordinates the implementation of quality control inspections. \n • Develops plans for successful development of affordable housing projects, including extensive financial investment analysis, pro-forma modeling of new developments, opportunistic investment strategies, and potential acquisition opportunities. \n • Directs activities with attorneys, architects, engineers, and other consultants to plan projects related to public entitlement, site permits, acquisition due diligence, and closing activities. \n • Monitors procedures and policies to ensure compliance with HUD regulations and agency policy compliance. Completes all related reports as required. \n • Creates and supervises the development of construction including standard boiler plate for bid specifications, contracts, notices to proceed, change orders, time extensions, stop work orders, and contract settlement documents. \n • Confers with federal, state, and local officials related to plans, construction proposals, financing and budgets, providing information and briefing to the Board of Commissioners, planning commissions, advisory boards, and other official groups as necessary. \n • Provides oversight, physical and financial evaluation of land and properties, obtains information and analyzes land use, including ownership, zoning, compliance with master plans, special use permit requirements, environmental problems, utility availability, and compiles required documents and applications. \n • Evaluates the effectiveness of projects under development and issues instructions governing their progress as needed. \n • Pursue prospective tenants for leasing of available commercial space and other non-housing project components and negotiate letters of intent and lease agreements to ensure achievement of stated development and investment goals. \n • Keeps up to date on new developments in urban planning, project management, affordable, low-income, and public housing field. \n • Leads and participates in the preparation of written information and instructional material for current and future Newark Housing Authority development and rehabilitation projects. \n • Responsible for real estate development projects from inception to completion. \n • Responsible for securing permanent financing for projects such as FHA loans, conventional mortgages and construction loans. \n • Review all proposals from investors and lenders to ensure project financing is structured in the best interest of the Authority. \n • Responsible for all required due diligence associated with real estate transactions. \n • Work with representatives from financial institutions, investors and government agencies to ensure timely closings of real estate transactions. \n • Oversee the Authority’s conversion from HUD’s Low-Income Public Housing properties to other more sustainable platforms. \n • Work with the Authority’s legal, architectural, financial and accounting firms throughout real estate transactions. \n • Ensure compliance with investors, HUD, NHA and other government agency reporting requirements and regulations. \n • Attend Owner Architect and Contractor (OAC) weekly meetings for properties under construction to ensure project remains on time and on budget. \n • Create marketing and management plans for projects. \n • Identify new real estate development opportunities and financing options. \n • Work with Occupancy Department and Asset Management on lease-up efforts and tenant eligibility to ensure timely delivery of tax credits. \n • Represent the Authority when meeting with outside agencies for funding opportunities. \n • Serve on procurement evaluation committees. \n • Perform routine supervisory duties including performance evaluation and maintaining discipline. \n • Performs all duties in accordance with Authority policies. \n \n QUALIFICATIONS \n • Extensive knowledge of applicable national, state and local rules, regulations, statutes, policies and procedures regarding Low-Income Housing, or other housing type as determined by the department at the time of job posting. \n • Extensive knowledge of operating policies and procedures of the Low-Income Public Housing program, IRS Low-Income Housing Tax Credit program and HUD’s Rental Assistance Demonstration program. \n • Extensive knowledge of all facets of affordable housing development procedures and requirements. \n • Familiar with appraisals, Property Needs Assessments, market studies and Phase I Environmental reports. \n • Organizational and problem-solving skills. \n • Demonstrated computer literacy including knowledge of Word, Excel, Adobe Acrobat, Yardi, PowerPoint and related applications. \n • Ability to organize and structure financing applications. \n • Ability to meet deadlines. \n • Ability to oversee multiple development projects at one time. \n • Ability to perform accurate mathematical functions. \n • Ability to write and proofread materials for accuracy. \n • Ability to multi-task and prioritize responsibilities. \n • Ability to communicate and interact appropriately with the public, applicants, residents and staff. \n • Ability to follow verbal and written instructions. \n • Ability to work effectively with others and work independently. \n • Analytical skills and problem-solving ability. \n • Customer relations skills. \n • Demonstrated attention to detail. \n • Demonstrated punctuality and reliability. \n • Ability to produce clear, accurate and timely reports \n \n EDUCATION, EXPERIENCE AND/OR CERTIFICATIONS \n Bachelor’s degree in business administration/finance, public administration, urban planning or a closely related field. Graduate degree preferred. \n • Experience should include at least ten (10) years of progressive responsibility in management and supervision in public housing management, construction, public finance or general contracting or similar professional employment. A combination of private sector and public sector background is highly desirable. \n • Detailed knowledge of affordable housing financing tools including Rental Assistance Demonstration (RAD), Low-Income Housing Tax Credits (LIHTC), Mixed Finance (MF), Project Based Vouchers (PBV), etc. \n • Direct experience managing complex and time-critical processes, funding requirements, and relationships to complete projects on time and on budget. \n • Extensive experience developing and maintaining external stakeholder and business relationships, including with regulatory agencies and government officials. \n • Demonstrated ability to work in partnerships with funders, investors, consultants, contractors, regulatory bodies, Newark Housing Authority residents, employees, and Board of Commissioners. \n • Adept at seeking out new properties and future development opportunities with the ability to evaluate risk and develop risk management plans for projects. \n • Demonstrated ability to source, negotiate, and execute contracts, public incentives and financing, debt financing, raw land and existing building acquisition, and all types of development related contracts. \n • Skilled in designing and implementing management systems and tools to create efficient, effective, and well documented business processes. \n • Excellent ability to communicate both orally and in writing. \n • Must be able to obtain PHM, RAD-PBV, HCV Executive Management Certification within first year of employment. \n \n ADDITIONAL WORKING CONDITIONS \n • Requires availability to work beyond normal workday. \n • Work environment consists substantially of indoor office activities performed in a heated/air-conditioned setting. \n • Occasional travel to various work locations in all weather conditions. \n • Position requires the need to walk, sit, and/or stand for extended periods of time. \n • Requires stooping, bending, crouching and/or reaching for files or tools. \n • Frequent repetitive hand movement (e.g. typing). \n • May lift, carry and/or push up to 20 pounds. \n • Appointees will be required to possess a valid driver's license and be insurable according to agency guidelines only if the operation of a vehicle, rather than employee mobility, is necessary to perform essential duties of the position

COMPENSATION & BENEFITS \n \n $120,000 – $140,000 annually, based on experience. \n • 401(k) plan \n • Health insurance \n • Dental and vision coverage \n • Paid time off \n • Career growth opportunity to advance into an Operations Manager or Financial Advisor role \n \n This role supports our financial advisors by managing the day-to-day operational and client service functions of the practice, from new account opening through ongoing account servicing, reporting, and compliance recordkeeping. \n \n NEW ACCOUNTS & ONBOARDING \n • Open new accounts in Wealthscape — individual, joint, trust, entity, IRA, Roth, inherited IRA, and 529 registrations \n • Route documents through eSignature (DocuSign) and track envelope status to completion \n • Review submissions for NIGO items, work Wealthscape requirements and alerts, and follow up with Fidelity service teams until accounts are in good order \n • Initiate and monitor ACATS and non-ACATS transfers using the Transfer of Assets tool; track through funding and notify advisors of delays or rejects \n • Verify CIP/KYC documentation and establish client records in the CRM \n • Enroll clients in Wealthscape Investor, eDelivery, checkwriting, and debit card features \n \n ACCOUNT SERVICING & MAINTENANCE \n • Process address, beneficiary, registration, and standing instruction updates \n • Set up and process money movement: EFT/ACH, wires, journals (book-to-book), contributions, distributions, and RMDs \n • Handle Roth conversions, 60-day rollovers, and IRA recharacterizations \n • Process date-of-death transfers, inherited IRA setups, and account closures \n • Complete margin and options agreements; monitor and resolve Reg T and cash account calls \n • Serve as day-to-day contact for client service requests, portal access, and login or technical issues \n • Support alternative investment paperwork and custody documentation \n \n DATA, REPORTING & BILLING \n • Run and submit advisory fee billing through Wealthscape; verify fee schedules and reconcile fees received \n • Assist clients and advisors with statements, trade confirms, and tax forms (1099, 5498, 1099-R) \n \n COMPLIANCE & RECORDKEEPING \n • Maintain books and records in accordance with the firm's written supervisory procedures \n • Ensure advisory agreements, Form ADV/CRS delivery, and required disclosures are documented and current \n • Support annual compliance reviews, mock audits, and regulatory or custodian requests \n • Escalate exceptions, suspicious activity, and senior or vulnerable client concerns to the Chief Compliance Officer \n \n PROCESS & SYSTEMS \n • Build and maintain CRM workflows; keep client and household data accurate \n • Document and update standard operating procedures for recurring operational tasks \n • Serve as primary liaison with Fidelity Institutional service, relationship, and transition teams \n • Support integrations between Wealthscape and firm systems via Integration Xchange \n • Identify and implement improvements to reduce turnaround time and error rates \n \n QUALIFICATIONS \n \n • 3+ years of operations or client service experience supporting financial advisors \n • Hands-on experience with Fidelity/NFS Wealthscape strongly preferred \n • Proficiency with CRM and portfolio accounting/reporting systems; strong Excel skills \n • High attention to detail with the ability to manage multiple time-sensitive requests \n • Clear written and verbal communication with clients, advisors, and custodian service teams \n • Bachelor's degree preferred \n \n Series 7 and Series 66 (or Series 65/63) licenses are a major plus.

Title: Program Specialist, J-1 Visa Program \n Reports to: Executive Director \n Status: Full-time, Exempt \n Start date: Immediate \n ABOUT THE IACC: Founded in New York in 1887, the Italy-America Chamber of Commerce (IACC) is a private, not-for-profit, membership organization that represents the interests of companies that have, or that are interested in establishing business and commercial relations between the United States and Italy. We bring together businesses – ranging from individual entrepreneurs to large corporations – and advance the interests of our members through contacts and interaction with government agencies, trade associations and leading international organizations. \n Under the auspices of the Department of State's Bureau of Educational and Cultural Affairs, the IACC launched its J-1 Exchange Visitor program in 2002 with the mission to promote trade relations and encourage cultural and commercial ties between Italy and the United States. We are authorized to vet and approve training programs in two categories—Interns and Trainees—and in the following fields: Management, Business, Commerce, and Finance and Public Administration and Law. \n SUMMARY: The IACC seeks a Program Specialist to manage the day-to-day operations of its J-1 Visa Program. The Program Specialist will report to the Executive Director and will be responsible for the administration, profitability, and strategic growth of the IACC's Exchange Visitor Program. \n Key Responsibilities: \n Program Management \n\n • Manage the application process and provide guidance and support for host companies and trainee/intern candidates\n, • Evaluate applications to determine compliance with J-1 visa regulations\n, • Handle all aspects of standard application processing for trainees and interns and process amendment, extension, and separate family applications for J-2 dependents\n, • Assist host companies in the development of training programs by synthesizing information and succinctly expressing the goals and objectives of the program in a training plan\n, • Serve as an Alternate Responsible Officer (ARO) for U.S. government database (SEVIS) to issue visa sponsorship documents and update and maintain participant records\n, • Monitor SEVIS and participant arrival information daily\n, • Arbitrate issues between participants and host companies in conjunction with Responsible Officer (RO)\n, • Continually monitor growth/decline in program numbers as well as budget projections and provide regular updates to Executive Director\n, • Monitor and comply with SEVIS deadlines, draft annual reports, and maintain collaborative relationship with the Department of State's Office of Private Sector Exchange\n\n \n \n Client Relationship Management \n\n • Responsible for maintaining and growing the IACC's portfolio of host companies\n, • Educate host companies and participants on the J-1 visa regulations, the purpose of Exchange Visitor Program, and application process and sponsorship services\n, • Maintain regular communication with host companies and program participants, including regular check-ins via phone, email, and in-person to ensure high quality and consistent customer service\n, • Support efforts to recruit new opportunities/programs/partnerships through lead cultivation and tracking, proactive outreach, phone consultations and meetings, research, data collection and reporting\n, • May periodically conduct site visits to ensure companies meet program requirements\n, • Attend all IACC programs and events to represent and promote the J-1 Visa Program among existing and prospective members\n, • Manage the IACC's J-1 Visa Program social media efforts and collaborate with Director of Communications and Special projects on the creation of all program materials (brochures, mailings, application materials, etc.)\n\n Professional Development \n\n • Develop and maintain an advanced knowledge of J-1 visa regulations application requirements, policies and procedures\n, • Develop and maintain industry knowledge by seeking out educational workshops, classes, and related publications\n, • Take a proactive approach to improve business functions and workflow\n, • Work in accordance with and in support of the mission, goals, values and strategic direction of the IACC\n, • Cultivate and maintain a working knowledge of all IACC programs and services\n\n Please note: Although the Program Specialist will focus primarily on the overall administration of the IACC's J-1 Visa program, he/she will be expected to cultivate and maintain a working knowledge of all IACC programs and services and will occasionally perform other duties, as needed. Each member of the IACC staff fully participates and supports a number of special events each year; some evening and weekend work will be required. \n Required Qualifications: \n\n • Bachelor's Degree\n, • Minimum of 3-5 years prior experience in J-1 Visa Program administration\n, • U.S. Citizenship or Permanent Residency (per U.S. Department of State regulations)\n, • High level of proficiency in SEVIS is a MUST\n, • Must be proficient in Word, Outlook and Excel\n, • Excellent interpersonal communication skills, both written and verbal\n, • Superlative organizational skills and attention to detail\n, • Positive energy with a high degree of initiative\n, • Demonstrated ability to anticipate outcomes and problem solve\n\n \n · Be flexible and proactive, and possess the ability to work independently as well as in a team environment \n · Proficiency in Italian is a plus \n · Ability to work evenings and weekends as needed; some domestic travel may be required \n \n

Summary of Responsibilities \n \n We are seeking a highly qualified individual to serve as the Principal Deputy Chief in our Programs Department. Reporting directly to the Chief Program Officer, the successful candidate will play a critical role in ensuring the operational success of all areas of our Programs Department, including Project Controls, Program Planning, Grants Administration & Federal Compliance, Real Estate, Delivery Partner Contract Management and Resource Efficiency and Impact Management (REIM). This position requires a strategic thinker with exceptional leadership skills and a strong background in administrative management. \n \n Essential Functions \n \n\n • Represent the Chief Program Officer and serve as its delegate, empowered to make decisions on Programs Department matters in its absence.\n, • Serve as a senior advisor to GDC’s Delivery Partner Contract Management team and work closely with the Delivery Partner’s leadership team to ensure the contract is being managed effectively.\n, • Collaborate with GDC Executive Management on all matters where the Programs Department interfaces with other areas of the GDC organization.\n, • Work closely with GDC departments and project partners on Programs Department led efforts, ensuring consensus among stakeholders in how the Hudson Tunnel Project is managed.\n, • Develop a cohesive operational plan for the Programs Department, which would include Department goals, measurable performance metrics as well as an approach to ensure plans, policies and procedures are comprehensive, up-to-date and are being adhered to.\n, • Oversee the planning and allocation of resources for the Programs Department, ensuring alignment with organizational goals and objectives.\n, • Provide guidance and support to the Program Department division leads and identify opportunities to remove obstacles, streamline and enhance performance.\n, • Analyze trends and best practices to identify opportunities for improvement and innovation.\n\n \n Job Requirements \n \n\n • Bachelor's degree in Business Administration, Public Administration, or a related field. Master's degree preferred.\n, • Education can be used in lieu of experience and experience can be used in lieu of education if the candidate's overall qualifications meet the requirements for the position.\n, • Minimum of ten years of experience supporting complex infrastructure projects, including stakeholder management, with progressively increasing levels of responsibility.\n, • Demonstrated subject matter expertise in multiple areas of the Programs Department, as well as experience in implementing compliance monitoring and reporting.\n, • Strong leadership skills with the ability to effectively manage and motivate a diverse team of professionals.\n, • Excellent analytical and problem-solving abilities, with a keen attention to detail.\n, • Exceptional communication and interpersonal skills, with the ability to interact effectively with internal and external stakeholders at all levels.\n\n \n Compensation & Benefits \n \n\n • Competitive Salary\n, • Medical, Prescription, Dental, Vision Benefits subject to employee contributions\n, • Medical and Dependent Care Flexible Spending Accounts\n, • Life Insurance\n, • Commuter Benefits\n, • 401(a) Retirement Plan (6% of employee’s salary funded by GDC)\n, • 457(b) Retirement Plan (Pre-Tax Salary Contributions Elected by Employees)\n, • Earned Vacation (20 days per year) and Sick Time (12 days per year)\n, • Paid holidays\n\n \n Project Background \n \n The Hudson Tunnel Project (HTP) is the most urgent passenger rail infrastructure project in America. It involves constructing nine miles of new passenger rail track, including a new two-track tunnel under the Hudson River connecting New Jersey to New York Penn Station, and the full rehabilitation of the existing 116-year-old North River Tunnel. The project will create operational flexibility and rail network redundancy to finally deliver reliable transportation to hundreds of thousands of daily commuters. \n \n The HTP is the cornerstone of the Gateway Program, a comprehensive rail investment program that will modernize rail travel and create new capacity for the most congested section of the Northeast Corridor. \n \n The Gateway Development Commission (GDC) is the bi-state public authority charged with delivering the HTP. GDC is governed by a seven-member Board appointed by Amtrak, New Jersey, and the New York State Department of Transportation. GDC works in partnership with Amtrak, NJ TRANSIT, and the Port Authority of New York and New Jersey. \n \n The Gateway Development Commission is proud to be an Equal Opportunity Employer and administers all personnel practices without regard to race, color, religion, sex, national origin, sexual orientation, disability, protected veteran status or military status, or any other category protected under applicable law. We encourage qualified people from all backgrounds to apply. \n \n To apply, please email your cover letter and resume to jobs@gatewayprogram.org with the job title “Principal Deputy Chief, Programs Department” in the subject line.

Cardiologist Nuclear Medicine & Radiation Safety Officer Location: Long Island, New York Compensation: Up to $500,000 annually Schedule: Monday Friday, 40 hours per week Call: None Weekends: None Setting: Growing multi-specialty physician group Start Date: As soon as credentialing permits Exceptional Cardiology Opportunity A rapidly growing, physician-led multi-specialty medical group on Long Island is seeking a Board Eligible or Board Certified Cardiologist to join its collaborative and patient-focused team. This is an outstanding opportunity for a cardiologist who wants to combine comprehensive outpatient cardiovascular care with advanced diagnostic interpretation and leadership of an established nuclear medicine program. The position offers annual compensation of up to $500,000, no call, no weekends, a Monday Friday schedule, and experienced clinical and administrative support. The selected physician will provide patient care across multiple Long Island locations and serve as the Radiation Safety Officer for the organization s nuclear medicine laboratory. Nuclear medicine experience and the ability to oversee applicable radiation-safety standards are especially important. Position Highlights Annual compensation of up to $500,000 Monday Friday schedule 40 hours per week No weekends No call Outpatient cardiovascular care Advanced cardiac and vascular diagnostic interpretation Radiation Safety Officer leadership responsibility Established nuclear medicine laboratory Medical insurance 401(k) retirement plan Profit-sharing opportunities Experienced clinical and administrative support Strong physician autonomy and work-life balance Immediate need with a streamlined interview process Key Responsibilities Provide comprehensive cardiovascular care to adult patients Evaluate, diagnose, and manage acute and chronic cardiac conditions Conduct detailed cardiovascular assessments Develop individualized, evidence-based treatment plans Order and interpret appropriate cardiovascular testing Collaborate with primary care physicians and specialty providers Educate patients regarding prevention, medications, and treatment options Maintain complete, accurate, and timely documentation Provide patient care across multiple Long Island locations Deliver compassionate care while maintaining the highest clinical standards Diagnostic Interpretation Requirements The Cardiologist must be comfortable reading and interpreting: Echocardiograms Carotid studies Abdominal aortic aneurysm studies Lower-extremity arterial Doppler studies Lower-extremity venous Doppler studies Nuclear medicine studies Cardiac stress tests Radiation Safety Officer Responsibilities The physician will also serve as the Radiation Safety Officer for the nuclear medicine laboratory. Responsibilities include: Provide physician oversight of the nuclear medicine program Promote compliance with applicable radiation-safety requirements Support the safe handling, administration, storage, and disposal of radioactive materials Collaborate with nuclear medicine technologists and clinical leadership Review radiation-safety practices, documentation, and quality standards Participate in required audits, inspections, training, and corrective actions Maintain a strong culture of patient and employee safety Required Qualifications MD or DO degree from an accredited medical school Board Eligible or Board Certified in Cardiovascular Disease Active New York medical license or eligibility to obtain one Experience interpreting echocardiograms, vascular studies, nuclear studies, and stress tests Meaningful nuclear medicine or nuclear cardiology experience Ability to satisfy applicable qualifications to serve as Radiation Safety Officer Strong diagnostic and clinical decision-making skills Excellent communication and interpersonal abilities Commitment to compassionate, patient-centered care Willingness to practice across multiple Long Island locations Preferred Qualifications Board Certification in Cardiovascular Disease Nuclear cardiology certification or advanced nuclear medicine experience Current Authorized User status Previous Radiation Safety Officer experience Outpatient cardiology experience Strong proficiency interpreting noninvasive cardiac and vascular studies Experience within a multi-location physician group Compensation and Benefits Annual compensation of up to $500,000 Medical insurance 401(k) retirement plan Profit-sharing program No weekend coverage No on-call responsibilities Supportive clinical and administrative infrastructure Collaborative multi-specialty environment Strong professional autonomy Excellent work-life balance Qualified physicians are encouraged to apply for immediate and confidential consideration.

Job Description The Atlantic Group has partnered with an investment management group in the Midtown, Manhattan area. They have an immediate need for a Trade Analyst to join their team. This position is a full-time contract role with the opportunity to become permanent based on performance. Portfolio/Trade Review Analyst Leading investment management firm is seeking a Portfolio/Trade Review Analyst to support the Chief Compliance Officer and Head of Risk Management. This role will focus on trade allocation, compliance monitoring, risk controls, and operational support, with exposure to Portfolio Management, Risk, Operations, Legal, Accounting, and Tax. Work Schedule: 4 days in office / 1 day remote Responsibilities: -Monitor trades for compliance with investment guidelines and regulatory requirements. -Develop reports and SQL-based diagnostics and testing. -Oversee daily trade allocation processes and work with developers on allocation rules. -Assist with legal and tax reviews of trades and investment agreements. -Support employee personal trading and compliance surveillance. -Conduct periodic compliance reviews, including communications, OFAC, gifts & entertainment, and political contributions. -Respond to ad hoc compliance and trade-related requests. Qualifications: -Bachelor’s degree. -2–8+ years of relevant experience. -Working knowledge of SQL, Python, R, or similar programming language. -Strong Excel, analytical, and problem-solving skills. -Financial database/compliance experience. -Familiarity with fixed income products a plus. Note: Qualified candidates will be contacted within 3 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion. ID: 50532

Job Description VP New Markets Tax Credit Operations About TruFund Financial Services TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI) certified by the U.S. Department of the Treasury's CDFI Fund. Headquartered in New York City, TruFund serves communities through offices in Alabama, Georgia, Louisiana, New York, and Texas. Our mission is to promote economic development in underserved communities and among disadvantaged populations by providing innovative, affordable financial solutions to viable small businesses and nonprofit organizations that have difficulty accessing conventional capital. Our lending and impact efforts are further enhanced through two wholly owned subsidiaries: Empowerment Reinvestment Fund, a national Community Development Entity that uses New Markets Tax Credits to attract private investment to distressed communities, and Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established, underrepresented affordable housing developers nationwide. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunity for people, businesses, and communities in need. Position Summary TruFund is seeking an experienced New Markets Tax Credit professional to lead the daily operations and execution of Empowerment Reinvestment Fund's NMTC platform. Reporting to the Executive Vice President and Chief Operating Officer, the VP, New Markets Tax Credit Operations will coordinate transactions from pipeline through closing, manage allocation and documentation controls, support deal sourcing, build and manage the operations team, and oversee ongoing administration of the NMTC portfolio. The role requires strong NMTC technical and execution experience; capital formation and primary underwriting leadership are not core requirements. Reports to Executive Vice President and Chief Operating Officer Location Remote with periodic travel to TruFund headquarters and other business locations Employment Full time Compensation and Benefits Estimated salary: $165,000 to $175,000, depending on NMTC technical expertise, transaction execution, portfolio administration, and management experience. TruFund also offers a full benefits package that includes health, life, dental, and disability insurance; sick leave; three weeks of vacation; three personal days; and 12 paid holidays per year. Role Scope The VP is the operational leader for the NMTC platform and is accountable for consistent, timely execution across the transaction and portfolio lifecycle. This role translates program strategy into coordinated workplans, ensures that documentation and approvals remain complete, and creates the processes, staffing, and controls needed to support closings and ongoing portfolio administration. The VP works closely with origination, asset management, compliance, finance, legal counsel, investors, leverage lenders, borrowers, and consultants. Key Responsibilities NMTC Platform Operations • Manage day-to-day execution: Own the operating calendar, workplans, priorities, handoffs, and service standards for the NMTC platform., • Build repeatable processes: Create and maintain procedures, checklists, templates, dashboards, file standards, and controls for pipeline management, diligence, approvals, closing, funding, and post-closing administration., • Coordinate cross-functional work: Align internal teams and external advisors, clarify responsibilities, escalate issues, and keep transactions and reporting obligations on schedule., • Manage consultants and vendors: Define scopes of work, coordinate assignments, monitor deliverables, and support contract and invoice administration. Transaction Coordination and Closings • Coordinate the transaction lifecycle: Develop and manage detailed timelines from initial screening through due diligence, approvals, closing, funding, and handoff to asset management and compliance., • Maintain closing readiness: Track conditions, approvals, entity documents, organizational records, third-party reports, legal documents, funding mechanics, and unresolved issues., • Facilitate diligence and documentation: Collect and organize borrower, project, investor, lender, and legal materials; confirm that the appropriate technical, legal, compliance, and business reviews are completed., • Support transaction structuring: Apply strong NMTC technical knowledge to coordinate multi-party structures and translate agreed business terms into executable closing plans., • Ensure complete handoffs: Deliver organized closing records, critical dates, reporting requirements, and monitoring obligations to asset management, compliance, finance, and other responsible teams. Deal Sourcing and Pipeline Management • Support deal sourcing: Cultivate referral sources, identify potential projects, coordinate introductory discussions, and help maintain a pipeline consistent with ERF's mission and allocation strategy., • Screen opportunities: Coordinate preliminary eligibility, readiness, impact, timing, and documentation reviews and route qualified opportunities to the appropriate decision-makers., • Maintain pipeline reporting: Keep accurate pipeline stages, anticipated allocation needs, closing forecasts, dependencies, and next actions; provide routine reports to leadership. Allocation Tracking and Portfolio Administration • Track allocation and QEI activity: Maintain current records of allocation availability, transfers to subsidiary CDEs, Qualified Equity Investments, deployment deadlines, closings, and remaining balances., • Administer sub-CDE entities: Coordinate formation, registration, good-standing requirements, annual filings, authorized signers, records, and dissolution activities with counsel and internal partners., • Maintain the system of record: Ensure executed agreements, amendments, approvals, notices, reports, and correspondence are complete, current, accessible, and retained in accordance with policy., • Coordinate portfolio requirements: Track recurring borrower, investor, leverage lender, impact, covenant, insurance, and reporting obligations and partner with asset management and compliance on follow-up., • Support AMIS and impact reporting: Coordinate data collection and quality control for Transaction Level Reports, Institution Level Reports, allocation applications, and other regulatory, investor, and impact reporting. Team Management and Continuous Improvement • Build and manage the operations team: Assess staffing needs, recruit and onboard team members, allocate work, set expectations, coach performance, and develop technical capability., • Strengthen controls: Identify execution, documentation, timing, and operational risks; implement preventive and detective controls and monitor corrective actions., • Improve platform performance: Use transaction and portfolio data to identify bottlenecks, improve cycle time and accuracy, and recommend process or technology enhancements., • Support budgeting: Develop and monitor the operational budget for staffing, consultants, legal services, site visits, systems, and other program needs. Qualifications and Experience • At least eight years of progressively responsible experience in NMTC, community development finance, commercial lending operations, tax credit transactions, portfolio administration, or a related field., • At least five years of direct NMTC experience coordinating or managing transactions, closings, allocation activity, reporting, documentation, or portfolio operations., • Strong working knowledge of Community Development Entities, Qualified Equity Investments, sub-CDE structures, Qualified Active Low-Income Community Businesses, IRC Section 45D, CDFI Fund guidance, and AMIS reporting., • Demonstrated ability to manage multiple complex transactions, stakeholders, deadlines, and documentation workstreams with accuracy and sound judgment., • Experience building or leading a team and establishing practical operating procedures, controls, dashboards, and accountability measures., • Proficiency with Microsoft Excel and transaction, document management, or portfolio systems; experience with the CDFI Fund's AMIS portal is strongly preferred., • Bachelor's degree in finance, accounting, economics, business administration, public administration, or a related field, or an equivalent combination of education and directly relevant experience., • Experience with underwriting, credit analysis, or capital formation is helpful but is not required as a core qualification for this position. \nCompany Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders.\r\n\r\nOur lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally.\r\n\r\nTruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need.

Job DescriptionJOB SUMMARY: The Certified Nurse Midwife is responsible for the management of women’s health care focusing on pregnancy, childbirth, post-partum, family planning and the gynecologic needs of women. ESSENTIAL FUNCTIONS and PRINCIPAL ACCOUNTABILITIES: • Provide comprehensive healthcare to patients through assessment, diagnosis, management and evaluation of care, inclusive of the Collaborative Practice Agreement., • Consult with other members of the healthcare team to coordinate care and/or make referrals to other members of the healthcare team., • Complete an accurate, orderly chart entry at each contact with a patient at the Health Center., • Provide professional program direction for the entire staff in collaboration with the Clinical Chief, Chief Medical Officer, Nurse Manager including but not limited to staff meetings and in-service education., • Participate in weekly after-hours telephone schedule., • Assist in the development of clinical programs, treatment protocols, departmental policies and the implementation for such in order to enhance standardized methods of performing medical and nursing procedures., • Participate in general orientation of all newly employed staff., • Ensures compliance with all applicable HIPAA, JCAHO, OSHA, Local, State and Federal initiatives and requirements., • Must satisfactorily maintain all terms and conditions of the Advanced Nurse Practitioner Collaborative Agreement as required by the State of New Jersey. POSITION QUALIFICATIONSEducation or Formal Training: • A minimum of Master’s degree from an accredited College or University is required. Graduate of a certified US Nurse Midwifery school.Licenses, Certifications or Registrations:, • RN License in State of NJ, CNM License with prescriptive privilege in State of NJ, valid CNM certification from the American Midwifery Certification Board, BLS /CPR certification from the American Heart Association, CDS and DEA licenses.Previous Work Experience:, • Minimum of 3-5 years Nursing experience with 2 years in ambulatory care/and or similar environment.Special Skills or Knowledge:, • Ability to make sound decisions and to establish and maintain effective working relationship with staff associates and the general public.Additional Responsibilities:, • The Certified Nurse Midwife may be required to perform other duties as assigned or when necessary if such work becomes a permanent and regular part of the job a new job description will be prepared. Periodic rotation to the Elizabeth Health Center (E-port) site is required for this position. Powered by JazzHR o5DX4RYupy

Job Description Prominent Mid sized Manhattan Law firm seeking Chief Operating Officer. Successful candidate must have 10+ years of professional, hands on operations experience at a $10mm to $100mm+ company (law firm experience is a huge plus but not required). You must have previously served in a COO or similar executive level role and have had direct reports. You MUST be "KPI-driven" and have experience managing & enforcing compliance of staff to firm/company KPIs. Absolutely no consultants or self employed individuals will be considered. As this position requires 5-day a week in office, you must reisde within reasonable commuting distance of NYC. Position responsibilities: 1. Makes sure the business planning meetings are calendared for the executives, 2. Prepares the business plan, hiring plan, policy & procedures plan, and budget as a result of the objectives discussed in the meeting, 3. Prepares monthly metrics, Dashboards, reporting packages, 4. Oversees the Human Resources functions a. Employment and personnel policies b. Job descriptions c. Personnel files d. Payroll e. Benefits administration f. Hiring, assists with interviewing and HR onboarding g. Performance reviews h. Terminations i. Ensures compliance with continuing education 1. Oversees the Accounting functions a. Billing and collections systems b. Trust account management c. Bookkeeping d. Accounts Payables e. Expense tracking and management f. Coordination with vendors providing finance/accounting services and tax planning 1. Vendors and contractors a. Bookkeepers b. Technology c. Building maintenance/cleaning service 1. Insurance, 2. State Filings, 3. Facilities management a. Liaison with landlord b. Furniture, equipment inventory c. Records management 1. Emergency preparedness, disaster recovery, 2. Supervises administrative staff: Reception, Office Manager, Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Health insurance, • Paid time off Schedule: • 8 hour shift Ability to Relocate: • New York, NY: Relocate before starting work (Required) Work Location: In person

Job Description Job Title: Analyst - Expense Approval and Processing New York, NY 10020 · Analyst · Review process and procedures for Executive Assistants and Bankers. · Ensure they follow the process in SAP Concur. · Establish practices for proper documentation and compliance. · Review expenses and report any issues. · Must have Concur experience. · 6 months contract · 3 interviews · One in-person interview · Must communicate well with Bankers and EAs. Make them understand policies and procedures for expense reporting Work schedule: The person will work 5 days a week in the office Job Description: Analyst - Expense Approval and Processing Corporate Banking COO Team Position Summary We are seeking a motivated and detail-oriented Analyst to support expense approval and administration within the Investment; Corporate Banking Chief Operating Officer (COO) team. The primary focus of the role is the review of employee expense reports in SAP Concur for completeness, accuracy, appropriate supporting documentation, and compliance with applicable expense policies. The Analyst will work closely with bankers, executive assistants, Finance (including Accounts Payable), and other support teams to resolve routine questions and help ensure timely processing. As experience develops, the role may also contribute to expense reporting, periodic monitoring, user guidance, and process improvement initiatives. Key Responsibilities Expense Report Review and Approval Review and validation: Review employee expense reports in SAP Concur for completeness, accuracy, business purpose, required receipts and other supporting documentation, and compliance with applicable expense policies. Timely approval: Process assigned expense reports accurately and within established timelines, returning reports for correction or additional information when needed. Policy application: Apply established expense rules and approval requirements consistently. Identify potential exceptions or unclear items and escalate them to the appropriate team member for guidance. Expense coverage: Review a range of expense types, including travel, meals, entertainment, team events, gifts, and other business-related reimbursements, in accordance with applicable procedures. Issue Resolution and Stakeholder Support Employee and administrative support: Respond to routine expense-related questions from bankers, executive assistants, and business support teams, and provide clear guidance on submission and documentation requirements. Cross-functional coordination: Work with Finance, Accounts Payable, Operations, and the COO team to resolve missing documentation, coding questions, duplicate or incomplete submissions, and payment-related inquiries. Escalation and follow-up: Track open questions, follow up with relevant stakeholders, and escalate unresolved or sensitive matters in a timely manner. Controls, Documentation, and Recordkeeping Control support: Help ensure that expense reports meet internal control and documentation requirements and are handled consistently across assigned business areas. Audit readiness: Maintain a clear review trail and support requests for documentation or information related to internal reviews and audits. Confidentiality: Handle employee, client, and transaction information with discretion and in accordance with applicable confidentiality requirements. Reporting and Ongoing Development Reporting support: Assist with routine expense reporting, data checks, and periodic monitoring activities to help identify missing information, policy exceptions, or unusual items. Process improvement: Identify recurring issues and suggest practical improvements to review procedures, guidance materials, reporting, or the user experience. Knowledge development: Build knowledge of expense policies, regional requirements, and related systems, with opportunities to take on broader reporting, control, and process enhancement responsibilities over time. Qualifications Education: Bachelor degree in Finance, Accounting, Business Administration, or a related discipline preferred. Equivalent relevant experience will be considered. Experience: Two to four years of experience in expense administration, expense processing, accounts payable, finance operations, or a related support role. Experience in banking, financial services, or a global corporate environment is preferred but not required. Systems and technical skills: Working knowledge of expense management platforms and Microsoft Office, particularly Excel and Outlook. Experience with SAP Concur or a similar expense system is highly desirable; familiarity with ERP or financial systems is a plus. Communication: Clear and professional verbal and written communication skills, with the ability to explain requirements and request additional information tactfully. Collaboration: Ability to work effectively with colleagues across functions, seniority levels, regions, and time zones. Judgment and integrity: Sound judgment, attention to confidentiality, and the ability to recognize when an issue should be escalated. Key Competencies Attention to detail: Comfortable performing careful, repetitive review work while maintaining accuracy and consistency. Time management: Able to manage a steady volume of expense reports, prioritize competing requests, and meet deadlines in a fast-paced environment. Problem-solving: Resourceful in resolving routine discrepancies and proactive in seeking guidance when a matter is unclear. Adaptability: Comfortable learning new systems, procedures, and policies and adjusting to changes in business requirements. Teamwork and service mindset: Collaborative, responsive, and willing to support colleagues across functions and geographies. Continuous improvement: Interested in identifying straightforward ways to improve quality, efficiency, and user support.

Job Description Why Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. JOB SUMMARY: Intro to the Crisis Prevention and Response (CPR) Team Our Crisis Response and Prevention team envisions and enables our mission of A World Without Suicide. It is our goal that all of our clients find unwavering support and hope. Rooted in our core values of Connection, Commitment, and Congruence, we strive to transform crises into opportunities for growth and healing. With cutting-edge best practices and compassionate care, our team empowers individuals to seek help fearlessly. Our clients never give up, and neither do we. Together, we are driving the democratization of mental health treatment each and every day. Why is the CPR Team important? • Immediate Intervention: Prompt assistance during moments of acute distress or emotional upheaval., • Safety and Stabilization: Ensuring the well-being and stability of participants during critical situations., • Continuity of Care: Ensuring support during acute moments whilst in treatment ensuring continuity from the group experience to the individual/family experience., • Preventing Relapses and Hospitalizations: Reducing the risk of relapses and the need for hospitalizations., • Suicide and Self-Harm Prevention: Identifying warning signs and intervening to prevent self-harm or suicide. What does a Crisis Intervention Specialist do? A Crisis Intervention Specialist at Charlie Health plays a crucial role in ensuring the safety and stability of our clients during acute mental health crises. They are responsible for immediate screening and intervention when clients exhibit severe emotional distress or harmful behaviors. Crisis Intervention Specialists collaborate with the clinical team to screen risk of highly acute clients, develop crisis intervention plans, de-escalate dysregulated clients, and connect patients with appropriate resources to facilitate their recovery and well-being within the IOP setting. DUTIES & ESSENTIAL JOB FUNCTIONS: • Monitors crisis queues for clients receiving individual therapy, family therapy, and participating in group sessions, • Responds to inbound crisis calls providing real-time risk assessment, de-escalation, and safety planning, • Screen risk and collaborates on stabilization planning for clients at risk of harm to themselves or others, • Completes all required documentation in alignment with compliance standards and Charlie Health's best practices, • Serves as key point of contact for crisis triage during client group sessions in collaboration with Senior Care Coaches and Care Coaches, • Conducts case consults with Care Team members as needed, • Supports all Care Team members (i.e., Primary Therapists, Care Coaches, Group Facilitators, etc.) in collaboration regarding the client's care, • Other care coordination tasks as needed, • Other tasks and duties as assigned by the Director of Crisis Response and Prevention or the Chief Clinical Officer REQUIREMENTS: • Independently licensed clinician, • Previous experience in crisis preferred, • Ability to work 40 hours a week including evenings and/or weekends on a consistent basis, • Motivated individual who is passionate about mental health, able to perform in a high-paced environment, and eager to play a formative role in shaping a growing business., • Excellent interpersonal and communication skills required. Familiarity with cloud-based communication and relevant software—Gmail, Slack, Dropbox, Zoom, EMR.Benefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. POSITION CLASSIFICATION: W2 Full-Time • The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor. Note to Colorado applicants: Applications will be accepted and reviewed on a rolling basis. Please note that this role is not available to candidates in Illinois. Based on the nature of this role, you will need to complete several state background checks for clearance to see clients. Florida requires a fingerprint based background check, with more information found here. Please note that the cost for this background check will be paid for in full by Charlie Health. Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence., • Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Jefferies is looking to hire a Compliance Officer into its Global Control Group, IB and Research Compliance team. This is an exciting opportunity to join a fast-growing business and work in a dynamic role with broad exposure to Jefferies Investment Banking and Research departments. \n \n Essential Duties & Responsibilities: \n\n • Advise on information barriers, wall crossing procedures, sensitive information and need to know policies.\n, • Review research reports to identify, evaluate, and resolve issues related to the publication of Research product.\n, • Analyze and review potential transactions to facilitate Investment Banking conflict clearance process.\n, • Advise Research Analysts and Investment Bankers regarding Compliance issues related to Research product and Investment Banking transactions.\n, • Chaperone communications between Research Analysts and Investment Bankers.\n, • Maintain the Firm’s Watch and Restricted List and determine appropriate levels of restrictions and research quiet periods.\n, • Stay abreast of relevant changes to rules/regulations and work with relevant departments to implement policies and procedures or other controls necessary.\n, • Support regulatory inquiries and/or examinations and provide timely responses to the requests.\n, • Participate in additional projects to enhance efficiencies, identify and mitigate Compliance risk, and implement technological solutions.\n\n \n Required Background & Skills: \n Ideally applicants should have the following skills and exposure: \n\n • Experience working in a Control Group and Investment Banking advisory and/or Research advisory function in an International Investment Bank.\n, • Good understanding of FINRA Rule 2241, Rules 138 and 139 safe harbors, Section 5 risks, the 2003 Global Research Settlement.\n, • Excellent written, verbal, and analytical skills.\n, • Highly motivated, strong attention to detail, team oriented, organized.\n, • Strong presentation skills with the ability to articulate complex problems and solutions through concise and clear messaging.\n, • Excellent interpersonal skills with the ability to work collaboratively and with people at all levels of the organization.\n, • Ability to work closely with regional and global partners and navigate a complex organization.\n, • 6+ years’ experience working in a Compliance Department, including 3+ years working in a Control Group\n\n \n Primary Location: New York Full Time Salary Range of $175,000 - $200,000.

Job Description SVP Director of New Markets Tax Credit About TruFund Financial Services TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI) certified by the U.S. Department of the Treasury's CDFI Fund. Headquartered in New York City, TruFund serves communities through offices in Alabama, Georgia, Louisiana, New York, and Texas. Our mission is to promote economic development in underserved communities and among disadvantaged populations by providing innovative, affordable financial solutions to viable small businesses and nonprofit organizations that have difficulty accessing conventional capital. Our lending and impact efforts are further enhanced through two wholly owned subsidiaries: Empowerment Reinvestment Fund, a national Community Development Entity that uses New Markets Tax Credits to attract private investment to distressed communities, and Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established, underrepresented affordable housing developers nationwide. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunity for people, businesses, and communities in need. Position Summary TruFund is seeking a senior executive to lead the strategy, growth, and performance of Empowerment Reinvestment Fund's New Markets Tax Credit platform. Reporting to the Executive Vice President and Chief Operating Officer, the SVP, Director of New Markets Tax Credit will lead the existing NMTC business while developing new capital programs and investment platforms. This leader will combine deep NMTC knowledge with demonstrated expertise in capital formation, complex deal structuring, underwriting and credit analysis, investor and leverage lender relationships, and enterprise platform development. Reports to Executive Vice President and Chief Operating Officer Location Remote with periodic travel to TruFund headquarters and other business locations Employment Full time Compensation and Benefits Estimated salary: $190,000 to $210,000, depending on experience in NMTC, capital formation, underwriting, structured finance, and executive leadership. The role is also eligible for a performance bonus ranging from 15% to 20% of salary and a full benefits package that includes health, life, dental, and disability insurance; sick leave; three weeks of vacation; three personal days; and 12 paid holidays per year. Role Scope The SVP is accountable for the full NMTC platform and its long-term expansion. The role sets strategy, secures and deploys capital, establishes disciplined credit and governance practices, and develops relationships that support a durable pipeline of high-impact investments. A central mandate is to build a leverage lending platform from inception and bring it from concept through launch, including its market strategy, products, credit parameters, operating model, capital plan, risk controls, staffing, partner network, and pipeline. Key Responsibilities Enterprise Strategy and Platform Development • Set strategic direction: Develop and execute the multi-year strategy, annual operating plan, budget, growth priorities, and performance measures for the NMTC platform., • Build the leverage lending platform: Create the platform from inception, including product design, target markets, borrower and transaction criteria, credit policies, underwriting standards, governance, operating procedures, staffing model, technology requirements, partner strategy, economics, and launch plan., • Develop new capital programs: Identify market needs and build complementary lending, investment, and capital programs that extend TruFund's impact and create sustainable revenue., • Lead allocation strategy: Direct the preparation of competitive NMTC allocation applications, determine deployment strategy, and position the CDE for future awards., • Advise executive leadership: Provide clear recommendations on capital deployment, risk appetite, portfolio performance, market opportunities, and resource requirements. Capital Formation and External Relationships • Lead capital formation: Develop and execute strategies to raise investor equity, leverage debt, and other forms of capital needed to support NMTC transactions and new investment platforms., • Manage investor and lender relationships: Build and maintain senior relationships with tax credit investors, leverage lenders, financial institutions, foundations, public-sector partners, and other capital providers., • Negotiate commercial terms: Lead term sheet development and negotiation of pricing, fees, credit terms, collateral, intercreditor arrangements, and other material transaction economics., • Represent TruFund externally: Serve as a senior representative with the CDFI Fund, NMTC Coalition, industry partners, legal counsel, consultants, and community stakeholders. Deal Origination Underwriting and Structuring • Build and manage the pipeline: Source high-impact projects and lending opportunities, establish disciplined screening criteria, and maintain a diversified, deployment-ready pipeline aligned with TruFund's mission and allocation strategy., • Lead underwriting and credit analysis: Oversee borrower, sponsor, project, collateral, cash flow, repayment, and sensitivity analysis; ensure credit memoranda and financial models support sound decisions., • Structure complex transactions: Design and approve multi-tiered NMTC and leverage lending structures in partnership with borrowers, investors, leverage lenders, counsel, consultants, and internal stakeholders., • Exercise transaction oversight: Chair or participate in credit and investment decisions, resolve material diligence issues, and provide final business approval for transaction structure and closing readiness. Program Governance Risk and Compliance • Maintain program integrity: Ensure the platform operates in accordance with IRC Section 45D, CDFI Fund guidance, allocation agreements, organizational policies, and investor and lender requirements., • Oversee portfolio and allocation performance: Monitor allocation deployment, Qualified Equity Investments, sub-CDE activity, concentration, credit quality, impact performance, and emerging risks., • Strengthen governance: Partner with Corporate Compliance and the VP, Director of Asset Management and Compliance to support governing and advisory boards, reporting obligations, and corrective action plans., • Oversee regulatory reporting: Maintain executive accountability for timely and accurate AMIS submissions, including Transaction Level Reports and Institution Level Reports, and for other required investor, lender, and impact reporting. Team and Organizational Leadership • Build the team: Design the organization needed to support the existing NMTC platform and new capital programs; recruit, develop, and retain high-performing professionals and specialized consultants., • Create operating discipline: Establish clear decision rights, service standards, controls, management reporting, and cross-functional workflows spanning origination, underwriting, closing, asset management, compliance, finance, and legal., • Develop talent: Set goals, coach leaders and team members, evaluate performance, and build succession and professional development plans. Qualifications and Experience • At least 12 years of progressively responsible experience in community development finance, structured finance, commercial or corporate banking, tax credit investing, or a related field, including substantial senior leadership responsibility., • Demonstrated success building a leverage lending platform or comparable credit or investment platform from inception through launch and scale. This is a core requirement., • Proven experience raising and structuring capital and managing relationships with investors, leverage lenders, banks, foundations, government partners, or other institutional capital providers., • Advanced experience leading complex deal structuring, underwriting, credit analysis, financial modeling, and approval of material transactions., • Strong direct knowledge of NMTC transactions, Community Development Entities, IRC Section 45D, CDFI Fund guidance, allocation applications, Qualified Equity Investments, sub-CDE structures, and AMIS reporting., • Track record of leading multidisciplinary teams and coordinating legal counsel, consultants, capital partners, borrowers, and internal functions through high-stakes transactions., • Bachelor's degree in finance, accounting, economics, business administration, public policy, or a related field, or an equivalent combination of education and directly relevant experience. An advanced degree is preferred., • Executive-level communication, negotiation, judgment, and board presentation skills, with the ability to balance mission, growth, credit quality, compliance, and financial sustainability. \nCompany Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders.\r\n\r\nOur lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally.\r\n\r\nTruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need.

Chief People Officer (CPO) \n \n Location: Brooklyn, NY — 100% Onsite; ~1x/week local NYC-metro travel \n Employment Type: Full-Time \n Seniority: Executive \n \n About the Opportunity \n Talent Harbor has partnered with a fast-growing behavioral health and social care organization operating across multiple healthcare entities in New York. \n The organization currently supports 100+ employees and 500+ contractors, with 2–3 additional entities expected to be integrated over the next 12 months. \n We’re looking for a Chief People Officer to build and lead the HR function as the organization scales. \n \n The Role \n This is a true build-not-maintain leadership opportunity. You’ll own people strategy and HR infrastructure across multiple entities, lead a team of 4 HR specialists, and establish the systems and processes needed to support continued growth. \n \n Key Responsibilities \n\n • Build and standardize HR infrastructure across multiple entities\n, • Lead and develop a team of 4 HR specialists\n, • Drive HRIS/payroll implementation and technology improvements\n, • Lead benefits strategy and consolidation\n, • Strengthen recruiting, onboarding, performance management, and employee relations\n, • Ensure compliance with healthcare, employment, and NYS regulatory requirements\n, • Partner with executive leadership on organizational development and workforce strategy\n, • Help establish a consistent, high-accountability culture across the organization\n\n What We’re Looking For \n\n • 8+ years of progressive HR leadership experience\n, • VP HR, Head of HR, CPO, CHRO, or senior HR Director background\n, • Experience in healthcare, behavioral health, home health, social services, or another highly regulated environment\n, • Proven experience building or scaling HR infrastructure during growth\n, • Experience supporting multi-site or multi-entity organizations\n, • Strong knowledge of healthcare HR compliance, HIPAA/PHI, and employment practices\n, • Hands-on, autonomous leadership style with strong execution skills\n, • Comfortable working 100% onsite in Brooklyn with local travel\n\n \n Preferred: HRIS/payroll implementations, benefits consolidation, NYS healthcare compliance, M&A/integration experience, or EOS experience. \n \n Compensation & Benefits \n\n • $190K–$230K base salary\n, • Target total cash compensation around $240K, including milestone-based incentives\n, • Health, dental, and vision benefits\n, • Unlimited executive PTO\n, • Flexible holiday trade\n\n \n Why This Role? \n This is an opportunity to build the people function from the ground up and have a direct impact on the next stage of growth for a rapidly expanding behavioral health organization. \n If you’re an HR leader who enjoys building structure, scaling teams, and taking ownership in a fast-moving environment, we’d love to hear from you. \n \n Apply directly today or connect with Javier at Talent Harbor for a confidential conversation.

Job Title: Business Selection & Conflicts Officer – Investment Banking \n Location: New York, NY / London, United Kingdom \n Business Unit: Investment Banking – Business Selection & Conflicts \n Level: Senior Associate / Vice President \n \n Overview: \n We are seeking an experienced Business Selection & Conflicts Officer to join our Investment Banking Business Selection & Conflicts team. The successful candidate will play an important part in helping to build a dedicated Business Selection & Conflicts function and shaping new Business Selection & Conflicts processes. You will have direct input on implementing new technology solutions and refining existing policies and procedures. This person will also play a critical role in identifying, assessing, and managing transactional conflicts of interest arising from the firm’s global Investment Banking activities, as well facilitating internal business selection discussions. This role requires strong judgment, a deep understanding of Investment Banking products and transactions, and the ability to partner effectively with senior bankers, Legal, and Compliance stakeholders. We are looking for someone with a flexible, open mindset and entrepreneurial spirit. \n \n Key Responsibilities: \n\n • Identify, analyze, and manage actual and potential conflicts of interest related to Investment Banking transactions, including M&A, capital markets, restructurings, and advisory mandates\n, • Review new business opportunities to identify and solicit feedback from business selection stakeholders and coordinating business selection discussions when required\n, • Coordinate with Legal & Compliance to implement and oversee conflicts mitigation measures, including information barriers, disclosures, waivers, and client consents\n, • Document conflicts & business selection analyses, decisions, and approvals in relevant systems\n, • Coordinate closely with Legal, Compliance, and senior business stakeholders on complex or sensitive matters\n, • Contribute to training and education initiatives for Investment Banking, Compliance, and Legal personnel on conflicts & business selection best practices\n, • Contribute to strategic projects focused on enhancing existing policies and processes, implementing new technology solutions to streamline conflicts workflow, and integrating new businesses into the Firm’s conflicts framework\n\n \n Qualifications & Experience: \n\n • Minimum of 3-4 years of relevant experience in conflicts management or Investment Banking within a bulge bracket or comparable financial institution\n, • Strong understanding of investment banking transactions, products, and market practices\n, • Demonstrated experience identifying and managing transactional conflicts of interest\n, • Excellent analytical skills with the ability to exercise sound judgment and discretion in complex, high-pressure situations\n, • Strong communication skills, with the ability to interact confidently with senior bankers and other stakeholders\n, • Detail-oriented, highly organized, and able to manage multiple matters simultaneously\n, • Ability to operate independently while also functioning effectively as part of a collaborative team\n, • Bachelor’s degree required\n\n \n Why Join Us \n This role offers the opportunity to work at the center of complex, high-impact Investment Banking activity while playing a key role in protecting the firm’s integrity and reputation. You will gain exposure to senior stakeholders and complex conflicts & business selection issues in a dynamic, fast-paced environment. \n \n Location: New York Salary Range: $160,000-$190,000

The Assistant General Counsel & Compliance Officer will manage legal workflows that include overseeing the Firm's existing suite of offerings, including funds (1940 Act, private, UCITS, and CIT) and advisory mandates (SMA, sub-advisory and wrap); managing contractual documentation, including vendor contracts, NDAs, sponsorship agreements, and distribution agreements; and advising on litigation, privacy, lobbying, and political giving matters. \n \n Additionally, the Assistant General Counsel & Compliance Officer will lead day-to-day compliance functions that include marketing materials review and maintaining the master compliance calendar; internal reviews, forensic testing and monitoring of compliance policies and procedures; assembling compliance reports and certifications for internal and external consumption; managing regulatory filings; and liaising with internal groups and external service providers. \n \n The ideal candidate will have a strong academic track record, including a Juris Doctor from an accredited law school and admission to the New York State Bar, and at least three years of legal experience at a law firm specializing in the Investment Company Act of 1940. Additional experience at an investment bank, hedge fund, and/or traditional asset manager will be a plus, as will experience with one or more of ComplySci, EZE Compliance (an EZE Castle product), Ridgeline, or APX (an Advent product). The successful candidate will be facile with enterprise AI tools, highly accountable, collaborative,well-organized, and curious, with excellent attention to detail and superior communication and interpersonal skills.

Founding Engineer | AI-Native Healthcare RCM \n \n Shields Group Search is partnering with an AI-native healthcare company to hire its Founding Engineer. This will be the first dedicated engineer on the team, working directly with the CEO to architect, build, and scale the platform powering the business. \n \n The Opportunity \n Sequoia recently argued that the world's next trillion-dollar company won't sell software. It will sell outcomes, using AI to deliver services at software-like margins. They call it "Services as Software," and it's flipping the $6T global services market on its head. \n \n Our client is that thesis applied to one of the most broken and most expensive corners of American healthcare: revenue cycle management. \n \n They're building an AI-native RCM platform for complex outpatient specialties. Not another SaaS dashboard that sits on top of legacy workflows. They deliver the actual service: intake, benefits verification, prior authorization, claims, denials, appeals, and patient pay. End to end. AI does the heavy lifting. Humans handle judgment calls. \n \n The company already has paying clients, an existing book of business with ~$50-60M in annual collections, and an offshore operations team. This isn't a pre-revenue startup searching for product-market fit. They're scaling a real business with real revenue and need an engineer who can build the AI layer that turns a services company into a platform company. \n \n Why This Matters \n Healthcare RCM is a $150B+ market dominated by legacy vendors running manual processes. \n The average practice loses 5-10% of revenue to preventable denials. Prior authorizations alone cost the US healthcare system $35B per year in administrative waste. \n \n For specialty practices such as infusion centers, pain management, and orthopedics, the complexity is even worse: \n\n • Buy-and-bill drug reimbursement\n, • Step therapy requirements\n, • Medical vs. pharmacy benefit determination\n, • Payer-specific formulary rules\n\n \n Most RCM companies throw headcount at the problem. This company is building AI that replaces headcount with intelligence, compresses margins, and delivers better outcomes at lower cost. \n \n That's the Sequoia thesis in practice: a services company that looks like a tech company from the inside. \n \n What You'll Build \n You'll be the first dedicated engineer on the team, working directly with the CEO to architect and ship the platform that powers everything. \n The platform, already in development, is a full-stack system built on Next.js, TypeScript, PostgreSQL, and AWS, including ECS Fargate, SQS, RDS, and S3. \n Intake and Referral Processing \n\n • Multi-source referral ingestion across fax, email, portal, and EHR\n, • AI-powered document classification and field extraction via OCR + LLM\n, • A 3-column review workbench: source document, extracted fields, checklist\n, • Missing document detection and automated follow-up triggers\n, • Full state machine from Received through Scheduled\n\n Benefits Verification \n\n • Real-time eligibility checks via payer APIs including Availity, Change Healthcare, and Stedi\n, • Drug-specific benefit determination across medical vs. pharmacy\n, • Payer-specific rule engine for coverage requirements and formulary checks\n\n Prior Authorization Automation \n\n • AI-drafted PA submissions with clinical evidence assembly\n, • Integration with payer portals and FHIR-based electronic PA\n, • Status tracking, auto-follow-up, and deadline management\n, • Medical evidence retrieval from PubMed, clinical trials, and FDA drug labels\n\n Claims Intelligence \n\n • Deterministic rules engine for pre-submission claim scrubbing\n, • Payer-specific edit detection\n, • Code suggestion based on clinical documentation\n\n Denial Management and Appeals \n\n • Denial categorization and root cause analysis\n, • AI-generated appeal letters with supporting medical evidence\n, • Outcome tracking and pattern detection across payers\n\n Command Center \n\n • Real-time dashboards for AR aging, denial rates, and collection trends\n, • Per-clinic and per-payer analytics\n, • Staff productivity tracking\n\n \n This is not a prototype. \n This is a production system with live integrations across EHR, payer, fax, and evidence APIs, multi-tenant architecture, and real data flowing through it. \n You'll own it, extend it, and scale it. \n \n What We're Looking For \n You're a full-stack engineer who's been in the weeds of healthcare. \n Ideally, you've worked at a company that touches billing, claims, prior auth, or administrative automation. Companies like: \n\n • Olive AI\n, • Athelas / Commure\n, • AKASA\n, • Candid Health\n, • Waystar\n, • Cedar\n, • Collectly\n, • Infinitus\n, • Or similar\n\n You've seen how broken the system is from the inside, and you want to fix it. \n \n Technical Requirements \n Strong full-stack skills: TypeScript, React/Next.js, Node.js, PostgreSQL. You'll own the entire stack. \n Experience with healthcare data standards: X12 EDI (837/835/270/271), HL7, FHIR. You don't need to know all of them, but you should know what they are and have worked with at least one. \n AI/ML integration experience: You've built systems that use LLMs in production. Prompt engineering, RAG pipelines, structured output parsing, model routing. Not research. Production. \n Cloud infrastructure: AWS preferred, including ECS, SQS, RDS, S3, and Bedrock. You should be comfortable deploying and operating production services. \n Healthcare compliance awareness: HIPAA, BAA requirements, PHI handling. You don't need to be a compliance officer, but you need to build systems that handle protected health information correctly. \n \n Bonus, Not Required but Meaningful \n Prior authorization or benefits verification systems. If you've built PA automation, you know how painful and valuable this is. \n OCR/document processing pipelines. The platform ingests thousands of faxed referrals and insurance cards. \n Payer portal automation: RPA and browser automation. Many payer interactions still require portal navigation. \n Multi-tenant SaaS architecture. The platform serves multiple clinics from day one. \n Healthcare API integrations: Availity, Change Healthcare, athenahealth, WeInfuse. Direct experience with these systems saves months of ramp-up. \n \n Who You Are \n You want to be a founding engineer, not employee #500 at a growth-stage startup. \n You want ownership. Real equity, not a rounding error on a cap table. \n You've been at your current company long enough. Maybe you're past your cliff. Maybe the company got acquired and the magic is gone. Maybe you're tired of building features that don't matter for a product that doesn't move the needle. \n You want to build something that matters. \n You care about healthcare. Not because it's trendy, but because you've seen how much waste, how much pain, and how many people get caught in the gears of a system that wasn't designed for them. \n You want to fix it with better technology, not more headcount. \n You're comfortable with ambiguity. At a founding stage, the roadmap changes. Priorities shift. You'll be making architectural decisions that define the company for years. \n That excites you, not scares you. \n \n What We Offer \n Founding equity. This is a ground-floor opportunity with meaningful ownership. \n Direct access to the CEO. No layers, no politics. You'll work directly with the founder on product, architecture, and strategy. \n Revenue from day one. The company isn't burning runway hoping for product-market fit. They have clients. They have collections. They're building AI to scale what's already working. \n The Sequoia thesis in practice. You're not joining a SaaS company hoping AI will be a feature. You're joining a services company where AI IS the margin. Every model you ship and every automation you build directly drops to the bottom line. \n A massive market. Healthcare RCM is $150B+. Specialty RCM is underserved and growing. The regulatory tailwind, including CMS prior auth reforms and interoperability mandates, is accelerating. \n \n About the Company \n Our client is an AI-native revenue cycle management company focused on complex outpatient specialties, including: \n\n • Ambulatory infusion centers\n, • Pain management\n, • Orthopedics\n, • Rheumatology\n, • And more\n\n \n The company combines deep operational expertise with AI-powered automation to deliver better financial outcomes for specialty practices. \n They're backed by experienced healthcare and technology operators. They move fast, ship weekly, and measure everything. \n \n If you want to build something real at the intersection of AI and healthcare, this is the opportunity.

Director of Tax w/ Am Law 100 Law Firm- New York, NY (Hybrid) \n \n Our client is a is an Am Law 100 Law Firm of global distinction who provide deep legal experience with transactions, investments, projects, and disputes worldwide. The firm is performing a select search for a Director of Tax to join its team in New York City on a Hybrid schedule (4 days in office, 1-day WFH). \n \n Reporting directly to the Chief Financial Officer, the Director of Tax leads the firm’s U.S. and international tax functions, with full responsibility for tax compliance, planning, strategy, and risk management across all jurisdictions in which the firm operates. \n \n Benefits: \n\n • Base Salary: $240,000 - $340,000\n, • Year Bonus: To Be Discussed\n, • Healthcare: Full Medical Vison and Dental Provided\n, • 401k w/ Match up to 8%\n, • PTO: 3 Weeks of PTO for except employees and Unlimited Sick Days.\n\n \n Responsibilities: \n\n • Oversees the preparation of work papers supporting US and non-US tax filings prepared by internal staff and outside tax advisors; reviews material federal, state, local, and foreign partnership returns and partner Schedule K-1 reporting prior to filing.\n, • Leads the firm’s partner tax function, including partner tax reporting, estimated tax and tax distribution processes, multistate and international partner tax matters, composite and pass-through entity tax elections, non-resident and foreign partner withholding, and responses to partner tax inquiries. Coordinates with partners and their personal tax advisors as appropriate.\n, • Oversees the firm’s multistate tax compliance and planning for the partnership and its partners, including nexus, state apportionment and sourcing, composite and pass-through entity tax (PTET) elections and payments, and non-resident partner withholding.\n\n \n Qualifications: \n\n • CPA License\n, • Twelve to fifteen years of progressive tax experience\n, • Large, complex partnerships and their partners and pass-through entity tax (PTET)\n, • Multistate tax compliance\n\n \n Apply Today: or reach out to Bryan O'Guin at bryanoguin@srstaffing.com

Our client is a leading international Bank based in New York. At present they are looking for a Senior Compliance Officer to join their Compliance function, reporting directly to the Chief Compliance Officer. This is a broker-dealer compliance role covering securities regulation, AML/KYC, registration and licensing, and cross-border advisory, within a business with a global footprint spanning international offices. This is an excellent opportunity for an experienced compliance professional to take a step up in responsibility and work directly with senior leadership across the Bank. \n \n What you'll be doing: \n\n • Providing regulatory and policy advice to business lines on securities and cross-border regulations\n, • Overseeing client onboarding, AML/KYC, registration and licensing, and Personal Account dealing\n, • Managing and updating the firm's compliance program, policies and procedures in line with U.S. and global standards\n, • Supporting audits, regulatory inquiries and examinations, and coordinating issue tracking and remediation\n, • Leading and mentoring a Compliance Associate while partnering with global Compliance colleagues on cross-border matters\n\n \n What you'll need: \n\n • FINRA Series 14 or 24 licence required\n, • Significant relevant experience managing compliance in a broker-dealer\n, • Significant experience in Compliance Advisory, Legal or Regulatory roles within FINRA-regulated broker-dealers\n, • Strong knowledge of U.S. securities regulations and the 15a-6 broker-dealer/cross-border framework\n, • Strong communication and ability to work independently; excellent stakeholder and relationship management experience\n\n \n For more information simply apply to this advert with your updated CV or message me directly at alex.jenkins@jcwgroup.com \n \n We are committed to equal opportunity and welcome applications from all qualified candidates regardless of race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic. All applications will be assessed solely on merit, skills and experience. \n

Job Description \n \n About The Fedcap Group \n The Fedcap Group is a global nonprofit organization dedicated to advancing economic mobility, workforce development, education, and health through innovative, evidence-based solutions. Serving more than 332,000 people annually across the United States, Canada, the United Kingdom, and Australia, The Fedcap Group partners with government, employers, healthcare organizations, educational institutions, and community leaders to improve lives and strengthen communities. \n \n Position Summary \n The Chief Operating Officer, Fedcap Rehabilitation Services, is the senior executive responsible for leading the operational strategy, performance, and growth of Fedcap Rehabilitation Services, one of The Fedcap Group's largest organizations. Reporting to the President of Fedcap Rehabilitation Services. the COO provides executive leadership across a diverse portfolio of Total Facilities Management operations, revenue-generating and government-funded programs, workforce development initiatives, vocational rehabilitation services, and core operational functions that drive organizational performance while advancing the organization's mission and long-term sustainability. \n The COO is responsible for translating strategic priorities into operational execution while driving growth, operational excellence, financial performance, exceptional service delivery, and customer satisfaction. This executive partners closely with the executive leadership team to strengthen organizational capabilities, expand strategic partnerships, foster innovation, and position the organization for sustainable growth and long-term impact. \n The successful candidate is a seasoned operational leader with a proven track record of leading complex, multi-site organizations and large-scale Total Facilities Management operations. Experience should include facilities and engineering operations, building systems, janitorial services, property management, office services, print and mail operations, business solutions, or similar customer-focused service environments. The ideal candidate has successfully driven operational excellence, innovation, financial performance, and customer satisfaction across private, government, or other highly regulated sectors while advancing organizational mission and community impact. \n \n Executive Responsibilities \n \n Executive Leadership & Organizational Strategy \n\n • Partner with the President to establish and execute the organization's strategic vision, operational priorities, and long-term growth strategy.\n, • Provide executive leadership across all operational functions to ensure organizational alignment, accountability, and execution.\n, • Drive operational excellence through continuous improvement, innovation, and data-informed decision making.\n, • Lead organizational transformation initiatives that improve efficiency, scalability, service quality, and business performance.\n, • Establish performance expectations, monitor key metrics, and ensure achievement of operational and financial objectives.\n, • Serve as a trusted advisor to the President, Board, and executive leadership team on operational strategy, business performance, and organizational opportunities.\n\n Program Operations & Service Delivery \n\n • Oversee the performance, quality, and operational effectiveness of a diverse portfolio of Total Facilities Management operations, workforce development, vocational rehabilitation, and related service programs.\n, • Ensure consistent execution of programs while improving customer experience, operational efficiency, and measurable outcomes.\n, • Monitor operational performance through data, KPIs, and quality measures to drive continuous improvement.\n, • Foster collaboration across operational teams to ensure consistent service delivery and organizational effectiveness.\n\n Government Contracts, Compliance & Quality \n\n • Ensure compliance with all applicable federal, state, local, contractual, regulatory, and accreditation requirements.\n, • Oversee quality assurance, risk management, contract performance, and operational compliance across the organization.\n, • Promote a culture of accountability, ethical leadership, and continuous quality improvement.\n\n Business Growth & Strategic Partnerships \n\n • Support organizational growth through operational expansion, innovation, and strategic initiatives.\n, • Build and strengthen strategic partnerships that enhance organizational performance, business development, and community impact.\n, • Collaborate with executive leadership to identify new opportunities that advance the organization's mission and long-term sustainability.\n, • Represent the organization with key external stakeholders to strengthen partnerships, expand opportunities, and advance organizational objectives.\n\n Financial & Operational Excellence \n\n • Partner with finance leadership to develop and manage operating budgets while ensuring strong financial stewardship.\n, • Drive operational productivity, resource optimization, and financial performance across the organization.\n, • Oversee monthly, quarterly, and annual budget reviews.\n, • Monitor organizational performance using data and operational metrics to improve efficiency, effectiveness, and long-term sustainability.\n, • Ensure operational resources, systems, and infrastructure support continued organizational growth.\n\n People Leadership & Organizational Culture \n\n • Lead, coach, and develop a high-performing executive and operational leadership team.\n, • Foster a culture of accountability, collaboration, innovation, inclusion, and continuous improvement.\n, • Build organizational capability through leadership development, succession planning, and talent optimization.\n, • Champion employee engagement while reinforcing The Fedcap Group's mission, values, and culture.\n, • Partner with the Board of Directors and executive leadership to advance the organization's strategic priorities and mission.\n\n Qualifications \n\n • Bachelor's degree required; Master's degree preferred in Business or a related Human Services field.\n, • Ten or more years of executive leadership experience leading and scaling complex organizations, preferably in both commercial and mission-driven environments.\n, • Extensive executive leadership experience managing large-scale Total Facilities Management operations or similarly complex service organizations, including facilities management, engineering systems, building operations, janitorial services, property management, office services, print and mail operations, business solutions, or related operational functions.\n, • Demonstrated success driving business growth, operational excellence, financial performance, customer experience, and organizational transformation.\n, • Strong business and financial acumen with experience operating across diverse business and funding models.\n, • Proven ability to develop high-performing leadership teams and lead organizations through growth, change, and continuous improvement.\n, • Experience overseeing complex operations, regulatory compliance, quality, risk management, and operational performance.\n, • Demonstrated success building strategic partnerships that advance organizational performance and growth.\n, • Exceptional executive presence with outstanding communication, relationship-building, and influencing skills.\n\n What Success Looks Like \n\n • High-performing Total Facilities Management, rehabilitation, and workforce development operations that consistently achieve operational, contractual, and financial goals.\n, • Strong financial stewardship and effective management of organizational resources.\n, • Exceptional program quality, regulatory compliance, and performance outcomes.\n, • Trusted partnerships with government agencies, employers, educational institutions, customers, and community organizations.\n, • Engaged, accountable, and high-performing operational leadership team.\n, • Innovative, participant-centered programs and operational services that improve employment outcomes, customer satisfaction, and advance economic mobility.\n\n Compensation & Benefits \n\n • Compensation: $200,000-$250,000 Annually\n, • Benefits: Medical, Dental & Vision | Life/AD&D & Long-Term Disability | Flexible Spending Account (FSA) | Commuter Benefits | 403(b) | Wellness Program\n\n \n The Fedcap Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We are an EEO employer committed to diversity, M/F/D/V. \n About Us \n \n Mission: To create opportunities for people with barriers to economic well-being. \n In 1935, Fedcap Rehabilitation Services was founded by three men in NYC who had sustained injuries in WWI and literally changed the world for people with physical disabilities. It now provides an array of services to youth and adults helping thousands each year graduate from high school, obtain vocational certification or a college degree, become work ready, obtain meaningful employment and achieve long term economic well-being. \n Renamed The Fedcap Group in 2018, Fedcap Rehabilitation Services continues to be a trailblazer in providing opportunities for people with challenges and disabilities and their families. \n Website: www.fedcap.org

Hudson Ferris has been retained by Hour Children, a leading provider of services to incarcerated and formerly incarcerated women in New York State to execute a search for their Senior Director of Development and Communications. \n \n Senior Director of Development and Communications \n \n Why this role? \n \n Hour Children needs a senior fundraiser who can convert strategy into sustained, diversified revenue while building durable systems and a high-performing team. The CDO anchors individual giving growth (our biggest potential for revenue growth), orchestrates and leads the team in executing a multi-channel development plan, including a grant calendar, direct mail program, and targeted stewardship plan. This person will also be responsible for building upon and improving department, and in some cases organization-wide) SOPs to maintain overall effectiveness in Hour Children’s fundraising. \n \n Title & Reporting \n\n • Title: Senior Director of Development and Communications \n, • Reports to: Executive Director \n, • Direct Reports: Institutional Giving Officer, Development Coordinator \n\n \n Core Responsibilities \n \n Revenue Strategy & Planning \n\n • Build and own the annual development plan with channel goals for each fundraising channel (individual, major/legacy, foundations, corporate, events). \n, • Translate strategy into quarterly, monthly and weekly operating rhythms: prospect moves, grant calendar, stewardship touches, and campaign milestones. \n, • Re-evaluate and adjust development plan quarterly to align with FY 26 Budget progress. \n\n \n Individual & Major Gifts (Primary Focus) \n\n • Lead moves management for top 50–75 prospects; partner with board and ED on joint visits and solicitations. \n, • Build a recurring/upgrade ladder and a legacy/estate stewardship track. \n\n \n Institutional Giving Oversight \n\n • Supervise the grants pipeline (foundation, corporate, government LOIs, proposals, reports) ensuring narrative alignment with program capacity, as well as on-time submission for applications, reports, and renewals. \n\n \n Team Leadership & Systems \n\n • Manage, coach, and set clear OKRs for the Institutional Giving Officer and \n, • Development Coordinator; drive SOP adoption (acknowledgments, data hygiene, grant workflow, stewardship). \n, • Ensure rigorous CRM (Bloomerang) use, prospect tagging, and activity logging; maintain a shared development calendar. \n\n \n Campaigns & Events \n\n • Plan mini-campaigns tied to storytelling and program moments; oversee an efficient, ROI-positive event plan partnered with the Coordinator. \n\n \n Cross-Functional Collaboration \n\n • Work with Program/Impact to surface outcomes and case studies; with Finance to align revenue forecasts; with Communications to implement the brand/message roadmap. \n\n \n Qualifications \n \n\n • 10+ years progressive fundraising experience with demonstrated strength in individual and major gifts. \n, • 3+ years people management; proven success building team SOPs and pipeline discipline. \n, • Familiarity with foundation/corporate/government funding, annual campaigns, and events. \n, • CRM proficiency (Bloomerang preferred); data-driven planning. \n, • Bachelor’s degree required, master’s degree preferred. \n\n \n Success Metrics (first 12 months) \n \n\n • Meet or exceed FY26 private revenue targets, focusing on Individual: $600,000, Corporate: $100,000, Foundations: $1,438,000, Events: net positive performance. \n, • 40+ substantive major-donor moves/quarter; 12–18 joint ED/Board asks annually. \n, • On-time submission/reporting rate ≥ 95% across grants; stewardship calendar executed. \n, • SOPs implemented with >90% compliance. \n\n \n Salary Range: $110,000-$140,000

Chief Financial Officer (CFO) - Single Family Office \n \n Single Family Office located in midtown Manhattan is seeking a Chief Financial Officer. Responsibilities of the office include investing, accounting and tax management, estate planning, charitable giving, banking, and bill pay. The office is both an asset manager and a client-service organization. \n \n Reporting to the CIO, the CFO will be responsible for preparing, analyzing and managing the accounting and financial reporting for a wide range of investments (including public and private equity and credit along with allocations to outside investment managers) held by family-controlled entities that include individuals, trusts and foundations. This position is responsible for ensuring timely and precisely accurate accounting and reporting on both a tax and P&L basis. Responsibilities also include bill pay and a strong focus on tax advice/oversight/management. The office aims to instill a “best practices” approach to process in order to improve workflow, streamline reporting and enhance service delivery to the family. \n \n Responsibilities: \n \n\n • Oversee the day-to-day operations of the Family Office Finance & Accounting team.\n, • Oversee the timely and accurate preparation of financial and investment reports including tax reporting and investment P&L.\n, • Enhance balance sheet/net worth reporting; provide periodic financial reports for assets, cash flow and personal spending\n, • Oversee tax planning for the Family Office and its members, including both federal and state obligations. Identify and analyze tools for reducing tax liability, including New York PTET structure, management of charitable contributions, management of timing around realizations, etc. Plan for future tax obligations (e.g., estimated payments).\n, • Contribute original thinking on potentially advantageous structures for the Family Office (Lender’s, insurance wrappers, etc.) in consultation with relevant domain experts.\n, • Serve as the primary point of contact with outside tax preparers. Assist in information gathering and ensure recommended tax payments and filings are made on a timely basis; review all third-party prepared tax returns.\n, • Work closely with outside accountants, banks, investment custodians, third-party administrators, attorneys, and systems service providers to achieve various objectives.\n, • Work closely with external legal and tax teams around estate planning. Oversee implementation and management of structures necessary to achieve estate planning objectives.\n, • Bill payment and cash management; review check payments, ACH transfers, and bank wires.\n, • Review new account documents, including bank, brokerage, loan documents, and subscription and legal documents as needed.\n, • Prepare ad hoc reports by collecting, analyzing, and summarizing data.\n, • Prepare annual operating budget for Family Office.\n, • Oversee expense management for Family Office. Look for opportunities to improve operations and reduce costs.\n, • Supervise, train, and mentor staff.\n, • Maintain security by enforcing internal controls over cash and investment accounts. Remain current on “best practice” cash and banking security procedures and ensure they are incorporated in Family Office protocols.\n, • Provide cash management analysis and forecasting.\n, • Manage charitable giving and pledge obligations/cash flows from Family Office members including multiple foundations. Ensure proper record keeping and reporting.\n, • Oversee all books and records of the Family Office, including ensuring that all such documents are properly maintained on the centralized server.\n, • Ensure compliance with all tax, reporting and financial laws and regulations.\n\n \n Qualifications: \n \n\n • Bachelor’s Degree with an extended track record of accounting experience, preferably within a Family Office.\n, • CPA and/or MS, significant tax exposure strongly preferred.\n, • Strong technical accounting and financial reporting skills (including advanced proficiency in Excel).\n, • Ability and willingness to be both responsive and proactive.\n, • Strong attention to detail; highly organized and capable of managing multiple priorities.\n, • Strong verbal and written communication skills; even tempered with strong listening skills.\n, • Respectful, honest, discreet, and of high integrity.\n, • Ability to understand complex matters and explain to family members and office staff.\n, • Comfortable in a small office environment and possesses an entrepreneurial spirit.\n, • Experience with one or more general ledger accounting and portfolio accounting systems preferred; capable of overseeing vendor relationships including outside accountants and software/service providers.\n, • Demonstrated client service mentality.\n, • Ability to work within a team and to manage the Finance team.\n, • Ability to manage projects within a tight timeframe; willing to undertake additional responsibilities depending on office workflow.\n, • Able to rely on sound independent judgment and prior experience in supervising staff in an environment where flexibility and adaptability are required.\n\n

Summary of Responsibilities \n \n The Gateway Development Commission (GDC) is seeking a senior attorney or compliance administrator with experience in a variety of transportation related compliance matters, including but not limited to, public procurement, infrastructure capital and finance related contract administration, federal loans and grants, applicable federal regulations, and laws regarding public meetings. This will be a senior position within the Ethics and Compliance Office and may be called upon to offer compliance guidance in other GDC operational areas as needed. This position reports directly to the Chief Ethics and Compliance Officer and may supervise others in the subject matter areas described as this unit is developed. \n \n Essential Functions \n \n\n • Provide support to Chief Ethics and Compliance Officer in the development of strategies to comply with contractual obligations in agreements with federal agencies and third parties to implement the packages within the Hudson Tunnel Project.\n, • Collaborate with subject matter experts in the GDC Program, Program Delivery, Procurement, Finance and HR teams and/or outside counsel to advance GDC’s compliance with applicable federal and state laws.\n, • Assist in the coordination and alignment of client interests across departments within GDC as those interests relate to such compliance in the delivery of the Hudson Tunnel Project and other related projects.\n, • Provide support, guidance, and analysis in the compliance with GDC’s enabling legislation, GDC Bylaws and GDC policies.\n, • Perform duties assigned by the Board Secretary and in the absence of the Board Secretary perform the Board Secretary’s duties. Responsibilities include directing the day-to-day management and development of agendas for Board meetings and Board committee meetings for review by the GDCCEO and executive management team, facilitating and overseeing the scheduling of Board meetings and Board committee meetings, and generating minutes of Board Committee meetings, and the Board meetings for approval of the Governors of New York and New Jersey in conformance with GDC’s enabling legislation.\n, • Provide support to the Equal Employment Opportunity Officer and Human Resources in compliance with the GDC EEO Program and management of investigations, as well as guidance, and analysis related to other related EEO subject areas within GDC.\n, • Support the Chief Ethics and Compliance Officer in coordination with the Head of Internal Audit and Inspector General to develop audit plans based upon risk, assist with the preparation of reports, and oversee or track any required implementations related to compliance.\n, • Collaborate with Human Resources, Procurement and other units on the review of disclosures and development of conflict of interest management plans.\n, • Assist in the development and maintenance of a compliance calendar and archiving of records for auditing purposes.\n, • Develop and deliver training on GDC policies and legal obligations under the GDC Act, GDC policies, and EEO Program, and other areas as determined appropriate.\n, • Review and approve invoices of outside counsel as required by GDC policies and contracts.\n, • Perform other related duties as may be assigned by the Chief Ethics and Compliance Officer.\n\n \n Job Requirements \n \n\n • Bachelor’s degree in a relevant field is required. A master’s degree or Juris Doctorate from an accredited law school with excellent academic credentials is preferred.\n, • A minimum of ten (10) years or more of relevant experience.\n, • Minimum of five (5) years of experience working on compliance in the transportation industry, including ethics, contract compliance, FTA/FRA grant compliance, BAB loan compliance, and EEO compliance.\n, • A minimum of seven (7) years of progressively responsible experience in a relevant compliance field.\n, • Experience with interpreting and handling matters regarding open public meetings laws in New Jersey or New York.\n, • Demonstrated ability to work independently, managing multiple projects and clients in a fast-paced environment, and working on a multi-disciplinary team.\n, • Excellent drafting and project management skills, and ethical integrity.\n, • Excellent verbal and written communication skills.\n, • Strong interpersonal, analytical, problem-solving, and organizational skills.\n, • Confidence, professionalism, and tact in dealing with senior management and sophisticated third parties.\n, • Proven capability to build and maintain strong client and peer relationships.\n, • Ability to effectively supervise, support, and work collaboratively with others.\n, • Intellectual curiosity, team-oriented, self-starter mentality.\n, • Proficiency in Microsoft Word, Microsoft Teams, Adobe, compliance related software, and related computer literacy skills.\n\n \n Compensation & Benefits \n \n\n • Competitive Salary\n, • Medical, Prescription, Dental, Vision Benefits subject to employee contributions\n, • Medical and Dependent Care Flexible Spending Accounts\n, • Life Insurance\n, • Commuter Benefits\n, • 401(a) Retirement Plan (6% of employee’s salary funded by GDC)\n, • 457(b) Retirement Plan – (Roth or Pre-Tax Salary Contributions Elected by Employees)\n, • Earned Vacation (20 days per year) and Sick Time (12 days per year)\n, • Paid holidays\n\n \n Project Background \n \n The Hudson Tunnel Project (HTP) is the most urgent passenger rail infrastructure project in America. It involves constructing a nine miles of new passenger rail track, including a new two-track tunnel under the Hudson River connecting New Jersey to New York Penn Station, and the full rehabilitation of the existing 116-year-old North River Tunnel. The project will create operational flexibility and rail network redundancy to finally deliver reliable transportation to hundreds of thousands of daily commuters. \n \n The HTP is the cornerstone of the Gateway Program, a comprehensive rail investment program that will modernize rail travel and create new capacity for the most congested section of the Northeast Corridor. \n \n The Gateway Development Commission (GDC) is the bi-state public authority charged with delivering the HTP. GDC is governed by a seven-member Board appointed by Amtrak, New Jersey, and the New York State Department of Transportation. GDC works in partnership with Amtrak, NJ TRANSIT, and the Port Authority of New York and New Jersey. The Gateway Development Commission is proud to be an Equal Opportunity Employer and administers all personnel practices without regard to race, color, religion, sex, national origin, sexual orientation, disability, protected veteran status or military status, or any other category protected under applicable law. We encourage qualified people from all backgrounds to apply. \n \n To apply, please email your cover letter and resume to jobs@gatewayprogram.org with the job title “Deputy Chief of Ethics and Compliance Officer” in the subject line. \n

Our client is America’s largest faith-based charity dedicated to fighting poverty and serving vulnerable communities across New York City. Operating as an essential pillar in the regional social services infrastructure, the agency delivers comprehensive, high-impact relief with compassion, integrity, and respect to over 325,000 clients annually while advocating tirelessly for all New Yorkers in need. The organization's extensive operational footprint includes 100% affordable housing across 21 locations, the largest free food distribution program of its kind in the world, comprehensive family violence intervention services, Holocaust survivor support, geriatric social work, and crisis intervention. With an integrated neighborhood network spanning more than 100 localized distribution sites, community partner hubs, and housing developments, the organization blends grassroots community engagement with disciplined, high-scale operational stability to sustain vital social safety nets throughout the five boroughs. \n \n Reporting in direct partnership with the Chief Financial Officer (CFO), Controller, and Director of Grants and Budgeting, the Director of Fiscal Operations serves as a central driver of coordination, project management, and execution across the agency's fiscal ecosystem. Designed for an experienced nonprofit financial leader, this strategic operational role ensures that all grant accounting, contracts, capital grants, and related fiscal workflows remain aligned, tightly controlled, and executed on schedule. The Director bridges leadership vision and daily execution by spearheading critical agency initiatives—including financial system modernization, process optimization within housing operations, and intercompany financial alignment. By monitoring complex timelines, tracking deliverables across diverse funding streams, and removing bottlenecks before they impact reporting, this role directly expands executive bandwidth and strengthens the overall fiscal integrity of the institution. Responsibilities\n\n • Coordinate, develop, and maintain the daily workflows and project schedules across all fiscal department functions.\n, • Monitor compliance with critical organizational and funder deadlines, identifying bottlenecks early and partnering with department leads to ensure timely resolution.\n, • Maintain tracking systems for ongoing fiscal projects, registrations, approvals, and contract submissions.\n, • Partner with the Director of Grants and Budgeting to maintain the master grants tracker and supervise the cadence of grant reporting milestones.\n, • Collaborate with the Controller and Director of Grants and Budgeting to establish and uphold internal controls, fiscal policies, and operational best practices.\n, • Facilitate the organizational transition and software implementation to Sage Intacct.\n, • Serve as the primary operational liaison between Housing Operations and Fiscal Operations concerning intercompany accounts and reconciliations.\n, • Evaluate and streamline Housing Department fiscal processes to improve cross-functional workflows.\n, • Oversee and assist with capital grant monitoring, documentation, and compliance requirements.\n, • Prepare special financial grant reports, variance analyses, and budget projections for executive leadership. \nQualifications\n\n • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required.\n, • Minimum of 8 years of progressively responsible experience in nonprofit finance, accounting, or grants management.\n, • Proven background managing complex funding portfolios encompassing city/state government contracts, private foundation grants, and restricted/unrestricted funds.\n, • Demonstrated project management track record leading concurrent initiatives, setting milestones, and driving cross-departmental deliverables to completion.\n, • Hands-on familiarity with nonprofit financial systems; experience supporting an implementation of or working directly in Sage Intacct strongly preferred.\n, • Strong technical acumen in capital grant monitoring, affordable housing fiscal workflows, and intercompany accounting.\n, • Strong analytical, problem-solving, and reconciliation skills with rigorous attention to detail.\n, • Exceptional communication skills with the ability to articulate fiscal requirements to non-finance staff and collaborate effectively across all levels of an organization.\n, • Unwavering commitment to discretion, integrity, and confidentiality in financial management. \nCompensation & Benefits\n\n • Base Salary: $150,000 per year.\n, • Schedule: Full-time hybrid model requiring 3 days per week in-office (Lower Manhattan) and 2 days remote, featuring an early Friday close at 3:00 PM.\n, • Time Off: Comprehensive paid time off package including generous vacation, sick leave, and paid agency holidays (including observed religious and cultural days).\n, • Health & Wellness: Comprehensive medical, dental, and vision coverage, Flexible Spending Accounts (FSA), and life insurance.\n, • Retirement: 403(b) retirement plan with employer contribution.\n, • Commuter Benefits: Pre-tax mass transit commuter program.\n, • Professional Growth: Direct partnership with and visibility to the CFO, Controller, and senior agency leadership.\n\n

About ASG \n ASG is a New York–headquartered, SEC-registered investment firm with approximately $1.8 billion in assets under management. The firm invests in global innovation across public and private markets, applying institutional-grade rigor, disciplined underwriting, and proprietary data intelligence to identify and invest in category-defining companies. \n \n Role Summary \n The Chief Operating Officer (COO) is the firm’s organizational anchor. This role most deeply embedded across every function, and the force that transforms the CEO’s vision into a platform capable of sustained, compounding growth. \n As AUM scales, organizational complexity is inevitable. The COO’s core mandate is to ensure that structure is always ahead of scale: that governance is codified rather than assumed, that systems are more reliable than any individual, and that the platform is architected to support multiple funds and strategies over the long term. \n The COO is accountable for three interconnected layers of value creation: \n\n • Designing the organizational and governance architecture that enables the firm to grow without losing cohesion;\n, • Building the systems and process infrastructure that turns institutional experience into repeatable, scalable capability; and\n, • Laying the platform foundation that gives the firm compounding structural advantages as it expands.\n\n The COO is the firm’s connective tissue. The stronger and more integrated that tissue, the more efficiently the entire organization performs. \n \n Core Responsibilities \n \n I. Organizational Governance & Structural Design \n 1. Three-Engine Clarity: Investment | Finance & Risk | Platform \n\n • Define authority boundaries, accountability frameworks, and KPIs across Investment, Finance & Risk, and Platform, formally documented in policy and performance structures.\n, • Maintain clean ownership separation while enabling structured cross-engine coordination.\n, • Audit engine effectiveness as the firm grows and adjust governance design proactively.\n\n 1. Layered Decision Architecture \n\n • Own and optimize the firm's formal governance bodies (IC, Portfolio Review, Operating Committee, Risk & Valuation Committee), ensuring each addresses the right decision tier.\n, • Design escalation paths, pre-meeting preparation standards, and post-meeting accountability mechanisms.\n, • Establish the firm's weekly, monthly, and quarterly operating cadence as a structured rhythm.\n\n 1. Modular Organizational Build-Out \n\n • Build functional infrastructure around scoped modules (Fund Ops, IR Ops, Portfolio Ops, Operational Systems, Risk & Compliance), each with defined ownership, deliverables, KPIs, and hiring roadmap.\n, • Partner with HR on headcount planning, role design, and leadership development.\n, • Reinforce firm-wide performance management and accountability norms.\n\n \n II. Systems, Process & Institutional Infrastructure \n 1. Single Source of Truth \n\n • Lead unification of CRM, Portfolio Management, Fund Administration, and Document Management into a consistent operational data layer.\n, • Establish data governance standards; eliminate version conflicts and shadow tracking.\n, • Select and manage technology vendors against defined SLAs.\n\n 1. Risk Control Embedded in Process \n\n • Design risk controls into workflows as structural safeguards, not compliance afterthoughts.\n, • Implement access permissions, information barriers, vendor risk management, and key-person mitigation.\n, • Ensure Risk & Compliance has codified integration points within Investment, Finance, and IR workflows.\n\n 1. Standardized Playbooks & Institutional Memory \n\n • Develop replicable playbooks for core workflows (investment process, QBR, LP DD, LP engagement, crisis management).\n, • Capture institutional knowledge in transferable, maintained systems.\n, • stablish documentation standards; treat playbooks as living documents.\n\n 1. Critical Path Optimization & Automation \n\n • Eliminate friction in high-frequency workflows (legal execution, KYC, fund administration, capital calls) through SOP redesign, tooling, or restructured ownership.\n, • Prioritize automation to compress cycle times and reduce manual handoffs.\n, • Track cycle time reduction as a core performance metric.\n\n \n III. Platform Scalability & Long-Term Capability \n 1. Modular Platform Expansion \n\n • Ensure each operational module has defined objectives, measurable outputs, KPIs, and a dedicated budget.\n, • Build shared infrastructure to be strategy-agnostic (VC, Growth, PE, Credit) while investment decision-making remains independent.\n, • Resource operational capacity ahead of AUM growth and fund launch milestones.\n\n 1. Budget as Capability Investment \n\n • Evaluate infrastructure and vendor investments through an explicit ROI framework focused on long-term capability gain.\n, • Set clear boundaries between self-build, licensed software, and outsourced service models.\n, • Maintain a multi-year operational investment roadmap.\n\n 1. Multi-Strategy Shared Platform \n\n • Architect the platform so new fund vintages, asset classes, or geographies add incremental, not exponential, operational complexity.\n, • Maintain separation between the platform layer and the investment decision layer.\n, • Build integration standards so new strategies can be onboarded with speed and consistency.\n\n 1. Incentive Structure & Long-Term Alignment \n\n • Collaborate with the CEO and HR on a compensation framework tied to long-term platform health.\n, • Structure incentive triggers around organizational, system, AUM, and operational efficiency milestones rather than solely deal outcomes.\n\n \n Required Qualifications \n\n • 12+ years of progressive leadership experience in operations, infrastructure, or general management at SEC-registered investment firms, asset managers, hedge funds, institutional financial services firms, or high-growth companies.\n, • Demonstrated track record of building or scaling operational platforms, systems, and teams through periods of rapid growth.\n, • Familiarity with the operational infrastructure supporting investment firms, including fund administration, portfolio management systems, CRM platforms, document management, and risk infrastructure, or demonstrated ability to build comparable systems in another context.\n, • Working knowledge of SEC, RIA, and broader regulatory frameworks applicable to U.S. investment advisers.\n, • Proven experience designing governance structures, decision forums, and operating cadences in growing organizations.\n, • Strong systems thinking, ability to translate strategy into documented, scalable processes.\n, • Sound judgment in vendor selection, technology investment, and build-vs-buy decisions.\n, • Outstanding written communication and documentation discipline.\n\n Preferred Qualifications \n\n • Prior experience as a founder, CEO, or COO of a startup or high-growth company, particularly those who have built operating structure, systems, and teams from an early stage.\n, • Prior COO, Head of Operations, or Chief of Staff experience at an investment firm with AUM growth across multiple fund vintages.\n, • Exposure to both public and private market investment operations.\n, • MBA, JD, CPA, or equivalent advanced credential.\n, • Experience supporting multi-jurisdictional operations (including Asia).\n\n \n Reporting & Scope \n\n • Reports directly to the Chief Executive Officer.\n, • Operates as a senior individual contributor and firm-wide platform architect, working through governance forums, functional partnerships, and CEO-delegated authority. The role does not have direct reports at this time; team build-out under the COO’s scope will be considered as the firm scales.\n, • Sits on or chairs the firm’s principal governance committees as designed.\n\n \n What We Offer \n\n • The opportunity to architect the operational foundation of a growing, SEC-registered investment platform.\n, • High-impact role with direct CEO partnership and meaningful influence across firm strategy.\n, • Competitive compensation, including base, performance bonus, and long-term incentive structure tied to platform health.\n\n \n ASG 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.

Orion Worldwide is a global media company that generates value for many of the world’s most well-known media owners and brands. Like our namesake, we are connectors who bring together people and businesses to unlock a mutual exchange of value. We define success through our ability to help partners achieve long-term, sustainable growth. \n We look for people who possess the passion, innovative thinking, and partnership skills to join our collaborative and diverse teams. No single person, or discipline, is responsible for success at Orion. Teamwork is the backbone for how we achieve our business goals and cultivate an inclusive culture in which we can all be proud. We strive for a vibrant culture of creativity, accountability, and connection – and believe we do a pretty good job! \n \n The Role \n We are seeking a VP, Product to join our Transformation team. This is a highly visible, strategic role, reporting directly to the Chief Transformation Officer. This role will lead the development, and lifecycle management of our proprietary software application. This role is pivotal to our strategy of building a differentiated, technology ecosystem that delivers operational efficiencies while supporting business growth. \n \n Key Responsibilities \n\n • Own the end-to-end product vision, strategy, and roadmap for the application, ensuring alignment with business transformation goals\n, • Own platform logic and the end-to-end data flow for the application\n, • Serve as the primary business and product liaison to our technology development partner. This includes managing the relationship to ensure quality delivery, on-time execution, and alignment to technical specifications.\n, • Lead sprint reviews, backlog refinement sessions, and release planning in coordination with our development partner\n, • Establish and maintain documentation standards, acceptance criteria and QA processes to maintain product integrity\n, • Define and maintain governance frameworks for product development, including change management, risk mitigation, and dependency tracking\n, • Drive adoption of the platform, partnering with business teams on change management and training\n, • Collaborate with internal business teams to define and drive the strategic direction, business objective and future scalability for the application\n, • Present to leadership and key stakeholder ongoing progress updates and health of the application\n, • Lead and develop a Product team consisting of a Product Manager, Program Manager, Sr. Product Analyst, Data Analyst, and Sr. Business Analyst.\n\n \n Required Experience \n\n • 10+ years of progressive experience in product management, with at least 3-5 years in a leadership role (Director or VP)\n, • Demonstrated experience owning a software product from conception through deliver and ongoing iteration\n, • Experience managing offshore and/or third party development partners with strong command of agile delivery methodologies\n, • Exceptional ability to translate technical concepts into clear business language for business stakeholders\n, • Proven track record managing and developing high-performing, cross-functional product teams\n, • Background in media, advertising, marketing technology strongly preferred\n, • Familiarity with media systems or the media landscape is a plus\n, • Strong analytical mindset\n, • Highly organized, detail‑oriented, and execution‑focused\n, • Strong written and verbal communication skills\n, • Experience working with data platforms or internal enterprise systems is a plus\n, • Certified Scrum Master or equivalent Agile certification a plus\n\n \n Wage and Benefits \n We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family. \n The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee’s/applicant’s skill set, level of experience, and qualifications. \n \n Employment Transparency \n It is the policy to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law. \n Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. \n The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions. \n For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position, please email accommodation@mbww.com.

The Opportunity \n Our client, an established alternative investment firm, is seeking an Associate Director to join its Compliance team in New York. This individual will take ownership of several key areas of the firm’s compliance program and serve as a trusted partner to stakeholders across the business. \n The role offers meaningful visibility and the opportunity to help modernize the compliance function through improved processes, automation, and AI-enabled tools. The ideal candidate is business-minded, intellectually curious, highly accountable, and comfortable operating independently in a fast-paced environment. \n \n Key Responsibilities \n\n • Own the end-to-end review and approval of marketing and advertising materials, including pitch decks, whitepapers, case studies, and other presentations.\n, • Ensure materials comply with the SEC Marketing Rule, FINRA communications standards, and other applicable requirements.\n, • Lead the preparation and filing of Form ADV, Form PF, and other required regulatory submissions.\n, • Monitor regulatory developments affecting private fund advisers and translate new requirements into practical guidance for the business.\n, • Coordinate responses to operational due diligence requests, SEC examinations, and other regulatory matters, including document collection and written responses.\n, • Maintain and enhance the firm’s compliance policies and procedures, including updates to the Compliance Manual, disclosures, and regulatory references.\n, • Identify and lead initiatives designed to improve the efficiency and scalability of the compliance program.\n, • Evaluate and implement AI-enabled tools, automation, and workflow solutions across compliance monitoring and reporting.\n, • Partner with Technology, Operations, and other business teams to identify and implement compliance-related technology use cases.\n, • Manage compliance requirements for offshore fund vehicles, including board meeting preparation, regulatory reporting, service-provider coordination, ongoing diligence, and new vehicle launches.\n, • Oversee applicable lender registration processes, including annual filings and the ongoing maintenance of control-person and fund-vehicle information.\n, • Conduct internal testing to assess the effectiveness of the firm’s compliance policies and procedures.\n, • Identify potential gaps, escalate findings, and recommend practical solutions to strengthen the compliance program.\n, • Support additional projects and cross-functional initiatives based on the Compliance team’s evolving priorities.\n\n \n Qualifications \n\n • Bachelor’s degree required.\n, • Approximately 4–8 years of compliance or related experience with a registered investment adviser.\n, • Familiarity with private funds and applicable SEC requirements.\n, • Strong organizational, analytical, written, and verbal communication skills.\n, • Sound judgment and the ability to work independently with limited supervision.\n, • Collaborative and service-oriented approach to working with business stakeholders.\n, • Ability to manage competing priorities in a fast-moving environment.\n, • Genuine interest in technology, automation, and process improvement.\n\n

Job Description \n 3iCO is seeking an experienced Compliance Director to support our growing outsourced compliance and regulatory consulting practice. The Compliance Director will serve as a trusted compliance resource to investment adviser clients, assisting with the design, implementation, administration, and ongoing monitoring of comprehensive compliance programs. \n \n This position is ideal for a compliance professional with experience supporting SEC-registered investment advisers, exempt reporting advisers, private fund managers, private equity funds, hedge funds, venture capital funds, private credit funds, family offices, and related investment management businesses. \n \n We offer a competitive salary commensurate with experience, paid holidays, vacation days, a 401(k) plan with employer match, and additional benefits. \n \n Key Qualifications \n\n • Minimum 5 years of experience in investment adviser or private fund compliance\n, • Experience supporting SEC-registered investment advisers and private fund managers\n, • Familiarity with the Investment Advisers Act of 1940 and related SEC regulations\n, • Experience assisting Chief Compliance Officers or serving in a compliance leadership role\n, • Knowledge of private equity, hedge funds, venture capital funds, private credit funds, or family offices preferred\n, • Series 7, Series 24, Series 65, or similar registrations are a plus\n\n \n Responsibilities \n\n • Assist in the implementation, execution, and ongoing administration of compliance programs for investment adviser and private fund clients.\n, • Conduct compliance testing, monitoring, and periodic reviews of client compliance programs.\n, • Assist clients in developing, updating, and maintaining compliance policies and procedures.\n, • Lead or support annual compliance reviews and risk assessments pursuant to Rule 206(4)-7 under the Advisers Act.\n, • Review and assess marketing and advertising materials for compliance with applicable SEC requirements.\n, • Assist clients with Form ADV filings, amendments, and regulatory reporting obligations.\n, • Support private fund compliance matters, including fund governance, valuation oversight, conflicts of interest, side letters, investor communications, and fund-related compliance obligations.\n, • Conduct vendor and service provider due diligence reviews and summarize findings.\n, • Assist in preparing quarterly, annual, and board-level compliance reporting, where applicable.\n, • Support SEC examinations, regulatory inquiries, deficiency letter responses, and remediation efforts.\n, • Assist with compliance training and education programs for client personnel.\n, • Establish and maintain effective working relationships with client management, legal counsel, auditors, administrators, and other service providers.\n, • Perform other duties as assigned.\n, • Limited travel may be required.\n\n \n Competencies \n Character: Demonstrates integrity, professionalism, sound judgment, and strong ethical standards. Possesses a positive attitude and the ability to effectively manage multiple client engagements. Must be self-motivated, detail-oriented, adaptable, and capable of working independently while collaborating with colleagues and clients. \n \n Education & Experience \n\n • Bachelor's degree required\n, • 5+ years of compliance experience within an investment adviser, private fund manager, compliance consulting firm, law firm, fund administrator, or related financial services organization\n, • Strong understanding of the Investment Advisers Act of 1940 and SEC regulatory requirements\n, • Experience supporting private fund managers and alternative investment structures preferred\n, • Excellent written and verbal communication skills\n, • Strong organizational and project management abilities\n, • Proficiency with Microsoft Word, Excel, PowerPoint, and compliance technology platforms\n\n \n About 3iCO \n 3iCO is an independent compliance consulting firm providing outsourced compliance, regulatory, and operational support to investment advisers, private fund managers, broker-dealers, and emerging investment management businesses. \n \n Our services include: \n\n • Outsourced Chief Compliance Officer (CCO) Services\n, • Compliance Program Development and Administration\n, • Annual Compliance Reviews\n, • SEC Registration and Regulatory Filings\n, • Form ADV Preparation and Amendments\n, • Compliance Testing and Risk Assessments\n, • Marketing Rule Reviews\n, • Mock SEC Examinations\n, • Regulatory Examination Support\n, • Compliance Training\n, • Vendor Due Diligence and Oversight\n, • Cybersecurity and Privacy Program Support\n, • Transaction and M&A Compliance Due Diligence\n\n \n Our clients include: \n\n • Private Equity Firms\n, • Hedge Funds\n, • Venture Capital Funds\n, • Private Credit Funds\n, • Real Estate Funds\n, • Infrastructure Funds\n, • Family Offices\n, • Registered Investment Advisers (RIAs)\n, • Exempt Reporting Advisers (ERAs)\n, • Emerging Managers\n, • Special Purpose Vehicles (SPVs)\n, • Broker-Dealers\n

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience. \n \n About The Role & Team \n Webull Pay, a Money Transmitter License (MTL)-regulated cryptocurrency subsidiary of Webull Corporation, is seeking an experienced finance leader to oversee the financial operations of the entity. While this individual will serve as the designated Chief Financial Officer (CFO) of Webull Pay for regulatory purposes, the position is internally leveled as Director based on experience. This individual will oversee all financial operations, regulatory financial reporting, capital planning, treasury, accounting, internal controls, and audit functions while ensuring compliance with state and federal regulatory requirements applicable to a digital asset financial services business. \n \n The ideal candidate has significant experience serving as a senior finance executive within a regulated money service business (MSB), fintech, cryptocurrency, digital asset, broker-dealer, payments, or financial institution. This individual will partner closely with executive leadership, legal, compliance, operations, risk management, and external regulators to maintain a strong financial control environment and support the company's continued growth. \n \n In This Role, You Will \n Financial Leadership \n\n • Lead all accounting, finance, treasury, tax, budgeting, forecasting, and financial planning activities.\n, • Develop and execute financial strategies aligned with the company's business objectives.\n, • Provide financial analysis and strategic recommendations to executive leadership.\n, • Oversee cash management, liquidity planning, and capital management.\n\n Regulatory Reporting & Compliance \n\n • Ensure timely and accurate preparation of all required state Money Transmitter License (MTL) financial reports and call reports.\n, • Oversee preparation of GAAP-compliant financial statements.\n, • Coordinate regulatory examinations and financial inquiries from state regulators.\n, • Maintain compliance with applicable financial reporting requirements for regulated money transmission and digital asset activities.\n, • Support enterprise risk management and regulatory compliance initiatives.\n\n Customer Asset Protection \n\n • Establish and maintain financial controls ensuring proper custody, segregation, reconciliation, and safeguarding of customer fiat and digital assets.\n, • Collaborate with Operations to ensure daily reconciliations of customer balances, custodial accounts, and settlement accounts.\n, • Ensure financial processes comply with regulatory expectations regarding customer asset protection.\n, • Partner with Operations, Compliance, and Engineering to strengthen financial controls around custody infrastructure.\n\n Accounting & Internal Controls \n\n • Maintain a robust internal control framework over financial reporting.\n, • Oversee monthly, quarterly, and annual financial close processes.\n, • Implement accounting policies consistent with U.S. GAAP.\n, • Evaluate and improve accounting systems, automation, and financial processes.\n\n Audit Management \n\n • Lead annual financial statement audits and coordinate with independent external auditors.\n, • Manage internal audit findings and remediation efforts.\n, • Ensure timely completion of regulatory and financial audits.\n, • Support SOX readiness and internal control enhancements, where applicable.\n\n Treasury & Banking \n\n • Manage banking relationships and payment infrastructure.\n, • Monitor liquidity, reserve requirements, and capital adequacy.\n, • Oversee treasury operations supporting fiat and cryptocurrency activities.\n, • Prepare payment invoices.\n\n Leadership \n\n • Foster a culture of accountability, integrity, and continuous improvement.\n, • Collaborate cross-functionally with Compliance, Legal, Risk, Product, Operations, and Technology teams.\n\n \n The Skills You Bring \n\n • Bachelor's degree in Accounting, Finance, or a related field.\n, • CPA strongly preferred.\n, • Minimum 8+ years strong accounting experience or equivalent senior finance leadership role within a regulated crypto financial services organization.\n, • Familiarity with state Money Transmitter License (MTL) requirements.\n, • Experience with cryptocurrency, digital assets, fintech, payments, broker-dealer, banking.\n, • Demonstrated experience managing financial reporting for regulated entities.\n, • Experience preparing and submitting state MTL call reports and regulatory financial filings.\n, • Experience overseeing annual financial statement audits.\n, • Strong knowledge of U.S. GAAP and financial reporting standards.\n, • Experience designing and maintaining effective internal controls.\n, • Proven ability to lead finance organizations through periods of growth and regulatory change.\n\n \n What Makes You Stand Out \n\n • Experience with licensed cryptocurrency exchanges or digital asset custodians.\n, • Experience working with customer asset segregation and safeguarding requirements.\n, • Knowledge of stablecoins, blockchain settlement, and digital asset accounting.\n\n \n Why Webull? \n \n Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 14 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact. \n \n Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes: \n\n • Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!\n, • Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.\n, • Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.\n, • Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.\n, • Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.\n, • Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.\n\n \n This role is based in our New York Office (44 Wall Street), where in-person collaboration fuels growth, mentorship, and innovation. At Webull, we’re committed to fair, equitable, and transparent compensation. The base salary range is $185,000 - $230,000 annually, plus a discretionary bonus and full benefits. Final offers consider experience, location, and relevant qualifications. \n \n EEOC Statement \n Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.

Leading Investment Bank looking Analyst - Expense Approval and Processing \n Hourly Pay : $22 - $28.57 \n Duration : 3-6 months based on business needs can be extended \n Work location: NYC , NY \n Work schedule: The person will work 5 days a week in the office \n \n Job Description: Analyst - Expense Approval and Processing \n Mizuho / Greenhill Investment & Corporate Banking COO Team \n Position Summary \n We are seeking a motivated and detail-oriented Analyst to support expense approval and administration within the Investment & Corporate Banking Chief Operating Officer (COO) team. The primary focus of the role is the review of employee expense reports in SAP Concur for completeness, accuracy, appropriate supporting documentation, and compliance with applicable expense policies. The Analyst will work closely with bankers, executive assistants, Finance (including Accounts Payable), and other support teams to resolve routine questions and help ensure timely processing. As experience develops, the role may also contribute to expense reporting, periodic monitoring, user guidance, and process improvement initiatives. \n \n Key Responsibilities \n Expense Report Review and Approval \n • Review and validation: Review employee expense reports in SAP Concur for completeness, accuracy, business purpose, required receipts and other supporting documentation, and compliance with applicable expense policies. \n • Timely approval: Process assigned expense reports accurately and within established timelines, returning reports for correction or additional information when needed. \n • Policy application: Apply established expense rules and approval requirements consistently. Identify potential exceptions or unclear items and escalate them to the appropriate team member for guidance. \n • Expense coverage: Review a range of expense types, including travel, meals, entertainment, team events, gifts, and other business-related reimbursements, in accordance with applicable procedures. \n Issue Resolution and Stakeholder Support \n • Employee and administrative support: Respond to routine expense-related questions from bankers, executive assistants, and business support teams, and provide clear guidance on submission and documentation requirements. \n • Cross-functional coordination: Work with Finance, Accounts Payable, Operations, and the COO team to resolve missing documentation, coding questions, duplicate or incomplete submissions, and payment-related inquiries. \n • Escalation and follow-up: Track open questions, follow up with relevant stakeholders, and escalate unresolved or sensitive matters in a timely manner. \n Controls, Documentation, and Recordkeeping \n • Control support: Help ensure that expense reports meet internal control and documentation requirements and are handled consistently across assigned business areas. \n • Audit readiness: Maintain a clear review trail and support requests for documentation or information related to internal reviews and audits. \n • Confidentiality: Handle employee, client, and transaction information with discretion and in accordance with applicable confidentiality requirements. \n Reporting and Ongoing Development \n • Reporting support: Assist with routine expense reporting, data checks, and periodic monitoring activities to help identify missing information, policy exceptions, or unusual items. \n • Process improvement: Identify recurring issues and suggest practical improvements to review procedures, guidance materials, reporting, or the user experience. \n • Knowledge development: Build knowledge of expense policies, regional requirements, and related systems, with opportunities to take on broader reporting, control, and process enhancement responsibilities over time. \n \n Qualifications \n • Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline preferred. Equivalent relevant experience will be considered. \n • Experience: Two to four years of experience in expense administration, expense processing, accounts payable, finance operations, or a related support role. Experience in banking, financial services, or a global corporate environment is preferred but not required. \n • Systems and technical skills: Working knowledge of expense management platforms and Microsoft Office, particularly Excel and Outlook. Experience with SAP Concur or a similar expense system is highly desirable; familiarity with ERP or financial systems is a plus. \n • Communication: Clear and professional verbal and written communication skills, with the ability to explain requirements and request additional information tactfully. \n • Collaboration: Ability to work effectively with colleagues across functions, seniority levels, regions, and time zones. \n • Judgment and integrity: Sound judgment, attention to confidentiality, and the ability to recognize when an issue should be escalated. \n \n Key Competencies \n • Attention to detail: Comfortable performing careful, repetitive review work while maintaining accuracy and consistency. \n • Time management: Able to manage a steady volume of expense reports, prioritize competing requests, and meet deadlines in a fast-paced environment. \n • Problem-solving: Resourceful in resolving routine discrepancies and proactive in seeking guidance when a matter is unclear. \n • Adaptability: Comfortable learning new systems, procedures, and policies and adjusting to changes in business requirements. \n • Teamwork and service mindset: Collaborative, responsive, and willing to support colleagues across functions and geographies. \n • Continuous improvement: Interested in identifying straightforward ways to improve quality, efficiency, and user support. \n \n Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors. \n \n Equal Employment Opportunity \n Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law. \n \n Fair Chance Employment \n Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances. \n \n Accommodations \n We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us. \n \n Only applicable for San Francisco Candidates: Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.

Job DescriptionDescription: Job Opportunity: Direct Support Professional (DSP) - Residential Services -Weekday Evenings, Weekends and Overnights - No Day Shifts! Location: Hudson County Company: Hudson Milestones Hudson Milestones - About Us: We are a 501 (c) 3 non-profit organization servicing the Hudson County Area for 75 years, seeks to build and maintain Hudson County based organization dedicated to care, support and advancement of people with intellectual/developmental disabilities and their families towards achieving, to maximum extent possible, the individual’s lifegoals and establishing self- sufficiency in community. Come work for 2025, 2024 & 2022 NJ Top Workplaces winner! Job Type: Full-Time & Part-Time Weekday (Evenings/Overnights) Weekend (Day/Evening/Overnights) Salary Range: $18.50 to $20.00 hourly rate Benefits: • We offer a comprehensive benefits package for full-time employees that may include:, • Health, dental, and vision insurance, • 401(k) with company match after one year of employment, • Paid time off (vacation, sick days, & personal time), • Family Medical Leave Other Compensation (if applicable): • Bonuses and/ or incentives at the discretion of the Agency. Job Description: The Direct Support Professional role is a Non-Exempt position requiring ability in implementing training programs and maintaining a safe environment for adults with intellectual /developmental disabilities (I/DD) for the purpose of increasing the extent to which they are independent, integrated members of the community. All tasks must be implemented in a humane and competent manner. The Direct Support Professional role is not specific to one location, building, classroom, day habilitation or group home. The Agency reserves the right to change the employee’s work location at it’s discretion. Responsibilities: • Responsible for reading, knowing and complying with all appropriate governing documents to include contracts, agency policies and procedures, State or Federal standards, specific program operations manuals and circulars both internal and external., • Ensures compliance with the agency’s Operations and Personnel Manuals and the Division of Developmental Disabilities Standards Manual., • Completes and submits in a competent, and timely manner all reports, forms, and documentation as required by the agency and Division of Developmental Disabilities., • Understands basic developmental disabilities and learning styles, using motivation techniques to help clients improve in areas with behavioral or medical challenges., • Must complete all CDS trainings and refreshers as directed., • Attend staff meetings, all other relevant meetings and training as directed., • Assist clients with goal outcomes established on the Individual Service Plan (ISP)., • Responsible for reading the ISP and working within the documented expectation for client development., • Provides a consistent means of relaying accurate and complete information to direct supervisors., • Implement behavior management strategies to promote positive behaviors and reduce challenging behaviors according to plans that are in place., • Provides training and supervision to clients in all aspects of community experience living., • Serves as a positive role model for clients and other staff., • Provides safe transportation in agency vehicles for clients as necessary., • Maintains confidentiality and professionalism when communicating with family members or group home staff, Support Coordinators and any outside agency personnel., • Maintains active, positive engagement with clients at all times., • Always ensures the safety and well-being of clients., • Provide direct care and support to individuals with disabilities or special needs., • Proactively accompany and support clients during medical appointments, ensuring relevant information is provided to the healthcare professional. Clearly and accurately communicate details from the appointment to the Residential Coordinator, Medical Compliance Officer, and/or designee., • Follow and demonstrate understanding of medication policy and procedures in the monitoring and administration of the client’s medications. Completes Medication Error Report when needed., • Ensures home, grounds, yard and van are maintained in clean, safe, and sanitary condition., • Ensures meals are prepared and planned based on clients’ individual diet, client input, and the planned menu for the month., • Ensures that the Recreation Calendar is carried out as per client input and as per the planned calendar completed each month., • Responsible for competing all required documentation to include but not limited to, daily logs, communication logs, and behavior reports., • Ensures line of sight for the individual(s) being supported is maintained and completes reports accordingly., • Responsible for adequately and completely cleaning the home during any shift worked., • Ensures that a client’s dignity is not compromised in any way., • Responsible for reporting all emergencies or unusual incidents to direct supervisor., • Cooperates with the licensee and Department staff in any inspection, inquiry or investigation. Requirements: Valid New Jersey Driver’s License High School Diploma or Equivalence Minimum 21 years of age Experience with developmentally/intellectually disabled individuals American Red Cross CPR & First Aid Trained a plus

LOCATION: Brooklyn, NYC (Hybrid) \n \n COMPENSATION: $110,000 – $140,000 \n \n REPORTS TO: Chief Operating Officer \n \n WHO WE ARE \n \n Respective Collective is a Brooklyn-based, creative agency for the social media age. We ship 8,000+ pieces of content annually, generating 2B+ views across live events, music label campaigns, and brand activations for partners like Rolling Loud, the Grammys, Spotify, and Columbia Records. We operate fast, deploy a staff-driven production model, and value high-agency creators over corporate hierarchy. \n \n THE ROLE \n \n We are hiring a Chief of Staff to serve as the COO’s primary managerial right hand. You will own the day-to-day management of agency operations, team execution, and project workflows across active client accounts so executive leadership can operate at 10,000 feet. \n \n WHAT YOU'll DO \n \n\n • Day-to-Day Team & Operational Management: Direct daily agency rhythms, hold project managers, producers, and creative staff accountable, eliminate workflow bottlenecks across full-time teams and freelance networks, and ensure all projects consistently meet deadlines and strictly adhere to timelines.\n, • Pipeline Governance: Own the agency’s project databases from inbound inquiry to project wrap, ensuring delivery deadlines and account standards are maintained.\n, • Executive Proxy & Process Alignment: Act as COO proxy in internal standups, operational syncs, and logistics meetings. Ensure client SOWs, production fee structures, and deal memo compliance are enforced.\n, • System & Workflow Automation: Build and optimize automated operational workflows, team tracking dashboards, and AI documentation systems to scale agency output without expanding overhead.\n, • Special Projects & Growth Ops: Oversee high-stakes strategic initiatives, agency offsites, vendor negotiations, and multi-city event logistics (e.g., Grammy Week, major festival runs).\n\n \n WHAT YOU BRING \n \n\n • 4+ years in agency operations, management consulting, startup operations, or Chief of Staff roles.\n, • Advanced technical fluency in modern project management software, internal CRMs, team messaging ecosystems, and automated integration platforms.\n, • Strong financial literacy (understands agency rate cards, staff loading costs, client billing cycles, and budget management).\n, • Exceptional written and verbal communication—capable of translating high-level strategy into immediate, structured action plans for the team.\n, • Experience with music projects or music festivals is a plus!\n\n \n WHAT SETS YOU APART \n \n\n • High agency and founder-mode instinct: You spot operational gaps and solve them before leadership notices.\n, • Master context-switcher: You move effortlessly between macro operational strategy and micro daily crew scheduling without dropping details.\n

$5+ Billion Growing Private Equity Firm Seeks a Chief Compliance Officer \n \n *Reporting to the General Counsel (GC) \n \n *Responsible for Daily Monitoring of Investment Compliance Requirements \n \n *Assist in Overseeing the Firm’s Compliance Program, Policies, and Procedures \n \n *Responsible for Review of Regulatory Conflicts Pertaining to Investments Made Under Investment Company Act/Advisers Act (1940) \n \n *Improve Internal Controls & Compliance Policies & Procedures \n \n *Work Closely with Trading & Portfolio Management \n \n *Review Marketing Materials \n \n *Manage Code of Ethics and Regulatory Compliance Manual \n \n *Assisting with the preparation of regulatory filings (Form ADV, Form PF) \n \n *Assist in Preparing and Conducting Internal Compliance Training \n \n *Compliance Reporting to Senior Management \n \n *Assist in Preparing for and Responding to any Regulatory Inquiries or Examinations \n \n *Assist in Building out the Compliance Team with the GC \n \n Qualifications \n *8-12+ Years Investment Compliance Experience at Growing Private Equity Firm \n \n *JD \n \n *Strong Exposure to Private Equity Secondaries \n \n Base Salary 250k-275k + Strong Bonus. ~500k-550k all in. \n Phenomenal Opportunity to Step in as CCO at this $5+ Billion Growing Private Equity Firm. Excellent Benefits & Full Comprehensive Package. Hybrid Schedule. \n

Lead Innovation. Expand Impact. Advance Opportunity. \n The Viscardi Center is seeking a visionary and strategic Chief Program Officer (CPO) to join our executive leadership team. This role offers a unique opportunity to shape and grow programs that empower people with disabilities to achieve employment, education, community engagement, and cultural initiatives. Reporting to the Executive Vice President and Chief Financial Officer, the CPO will provide strategic leadership for Abilities, Inc. programs, the Museum of Disability History, and new business and program development initiatives. \n The Chief Program Officer will provide executive leadership and oversight of vocational, community-based, and cultural programs while driving innovation and organizational growth. The successful candidate will develop and implement strategies that expand services, strengthen existing programs, and generate sustainable revenue streams. This individual will identify and secure federal, state, and private funding opportunities, oversee grant development efforts, and cultivate strategic partnerships with businesses, government agencies, community organizations, and other stakeholders. The CPO will also work closely with the executive team and management staff to ensure high-quality service delivery, operational excellence, regulatory compliance, and long-term program sustainability. \n \n Qualifications & Education: \n The ideal candidate will hold a Master's degree and have at least ten years of progressively responsible leadership experience, preferably within the nonprofit sector. Candidates should demonstrate a strong track record of program development, strategic planning, non-profit growth, and securing funding opportunities. Success in this role requires exceptional communication and relationship-building skills, along with experience working collaboratively with leadership teams, boards of directors, funding partners, and community stakeholders. Knowledge of vocational services, disability services, workforce development, cultural institutions, and business development is highly desirable. \n \n Why join The Viscardi Center? \n For more than 75 years, The Viscardi Center has been a nationally recognized leader in empowering people with disabilities through education, employment, and community engagement. Joining our team means becoming part of an organization dedicated to innovation, inclusion, and creating opportunities that transform lives. We are seeking a dynamic leader who is passionate about advancing opportunities for people with disabilities and committed to expanding the organization’s services, impact, and reach. \n \n Apply Today \n Qualified candidates are encouraged to submit a resume and cover letter outlining their leadership experience, program development accomplishments, and commitment to advancing opportunities for individuals with disabilities. \n Drive non-profit strategic growth, expand opportunities, and make a lasting impact for people with disabilities as Chief Program Officer at The Viscardi Center. \n Jennifer Neft \n Senior Vice President, Administration, HR and Compliance \n The Viscardi Center \n 201 I. U. Willets Road \n Albertson, New York 11507 \n Phone: 516-465-1450 or Fax: 516-393-2668 \n Or \n Email: jneft@viscardicenter.org \n \n An Equal Opportunity Employer \n Veterans and individuals with disabilities are encouraged to apply \n

A premier sports and entertainment organization is seeking a Vice President, Controller to lead the accounting function across its professional sports teams, venue operations, and affiliated entities. \n This is a hands-on leadership role with responsibility for the integrity of the organization’s financial statements, monthly and annual close, technical accounting positions, internal control environment, external audit, and league, lender, and regulatory reporting. \n The position operates within a fast-paced, event-driven business featuring multiple legal entities, a significant fixed-asset base, contract-based revenue streams, and league-level reporting requirements. The successful candidate will combine public accounting rigor with the operational mindset needed to lead a disciplined, responsive, and high-performing accounting function. \n Key Responsibilities \n Close and Financial Reporting \n\n • Lead the monthly, quarterly, and annual close across all entities, including consolidation and intercompany eliminations.\n, • Prepare consolidated and stand-alone financial statements in accordance with U.S. GAAP.\n, • Improve and stabilize the close calendar while establishing clear ownership and accountability.\n, • Produce monthly reporting packages for the Chief Financial Officer and executive leadership, including variance analysis against budget and forecast.\n, • Maintain the general ledger, chart of accounts, and entity structure to support accurate reporting by team, venue, and event.\n\n Technical Accounting \n\n • Serve as the organization’s primary resource for technical accounting matters.\n, • Research and document accounting positions related to revenue recognition under ASC 606, leases under ASC 842, acquisitions under ASC 805, impairment, and consolidation.\n, • Oversee revenue recognition for ticketing, premium seating and suites, sponsorships, naming rights, media rights, league distributions, concerts, concessions, merchandise, and food and beverage.\n, • Manage deferred revenue associated with the event calendar and multi-year agreements.\n, • Oversee fixed-asset accounting for the arena and related facilities, including capitalization policies, construction in progress, capital-project tracking, depreciation, and disposals.\n, • Account for related-party transactions, management and service agreements, joint ventures, and partnership arrangements.\n\n Audit, Controls, and Compliance \n\n • Serve as the primary point of contact for external auditors and manage the annual audit from planning through issuance.\n, • Maintain and document the internal control environment, with particular attention to cash handling, revenue capture, procurement, and payroll.\n, • Prepare league reporting, including submissions to league offices and revenue reporting used in collective bargaining agreement calculations.\n, • Manage covenant compliance reporting and prepare required lender schedules and certifications.\n, • Partner with outside tax advisors on federal, state, and local filings; sales and use tax; New York State and New York City requirements; non-resident athlete and entertainer withholding; and unclaimed property.\n\n Treasury and Accounting Operations \n\n • Provide oversight of accounts payable, accounts receivable, payroll accounting, and cash reconciliation.\n, • Report the organization’s cash position and support cash forecasting in partnership with the Chief Financial Officer.\n, • Review event settlements with promoters, visiting teams, and third-party operators for accuracy and completeness.\n, • Reconcile banking, merchant processing, and ticketing-platform activity to the general ledger.\n\n Team Leadership and Business Partnership \n\n • Lead, develop, and mentor the accounting team, including hiring, performance management, and succession planning.\n, • Partner with financial planning and analysis to ensure actual results, budgets, and forecasts are consistently defined and reconciled.\n, • Advise Ticketing, Partnerships, Arena Operations, Legal, and People teams on the accounting implications of contract terms.\n, • Support the Chief Financial Officer with financing activities, transactions, due diligence, purchase accounting, integrations, and special projects.\n, • Identify and implement improvements to accounting processes, systems, close procedures, and recurring reconciliations.\n\n Required Qualifications \n\n • Active CPA license.\n, • Bachelor’s degree in accounting, finance, or a related field.\n, • Ten or more years of progressive accounting experience, including at least four years as a Controller, Assistant Controller, or in a comparable leadership role.\n, • Public accounting experience with a national or regional firm.\n, • Strong technical knowledge of U.S. GAAP.\n, • Experience managing a multi-entity consolidated close and external audit.\n, • Working knowledge of ASC 606, fixed-asset accounting, and capital-project accounting.\n, • Experience maintaining internal controls in a cash-intensive or high-transaction-volume business.\n, • Strong ERP knowledge and advanced Microsoft Excel skills.\n, • Ability to work on-site in Brooklyn and support evenings, weekends, and holidays when required by the event schedule.\n\n Preferred Qualifications \n\n • Experience within sports, live entertainment, venue operations, hospitality, or media.\n, • Familiarity with league financial reporting and revenue definitions under a collective bargaining agreement.\n, • Experience with lender or bondholder covenant reporting.\n, • Experience with purchase accounting, entity restructuring, or financing transactions.\n, • Experience supporting an ERP implementation or system upgrade.\n, • Ability to communicate complex technical accounting matters clearly to colleagues outside of finance.\n\n \n

SVP, Controller \n • Series D Fintech (Top Tier PE Backed), High-End Clients \n • $350,000 Base Salary + 20% Bonus + Equity \n • 4 days on site, 1 day WFH \n \n Role Overview Our client is seeking a distinguished executive leader to serve as Senior Vice President, Corporate Controller within their senior financial leadership team. Reporting straight to the Chief Financial Officer, this executive will manage the foundational accounting architecture, financial control environment, and regulatory reporting apparatus. The position requires a proven finance leader capable of operating within a fast-moving, technology-forward commercial banking and fintech environment while modernizing operations to keep pace with rapid corporate expansion. \n \n Primary Responsibilities \n Financial Controls & Corporate Governance \n\n • Maintain and enhance the enterprise-wide financial risk and control structure, ensuring robust internal guidelines and compliance policies for financial disclosure.\n, • Direct the design, execution, and ongoing assessment of Internal Controls over Financial Reporting (ICFR), maintaining FDICIA- and SOX-level compliance appropriate for a major regulated financial institution.\n\n \n Credit & Lending Accounting \n\n • Lead financial operations and accounting across all credit channels, including digital lending programs, commercial loans, small business administration (SBA) lines, and direct balance-sheet financing.\n, • Guarantee precision across loan lifecycle accounting: origination costs, servicing portfolios, gain-on-sale calculations, mark-to-market valuations, and CECL credit loss reserving.\n, • Direct financial reporting for loan syndications, whole-loan sales, asset securitizations, and warehouse credit facility utilization.\n, • Ensure appropriate accounting treatment for net interest income, upfront fees, and credit loss provisions across all loan portfolios.\n\n \n Financial Disclosures & Regulatory Compliance \n\n • Serve as the executive authority on U.S. GAAP and specialized banking accounting policies across all operating units.\n, • Manage month-end, quarter-end, and year-end consolidated close procedures.\n, • Drive public-style financial reporting standards (SEC-level rigor), including drafting consolidated financial statements, footnote disclosures, and management narrative (MD&A).\n, • Direct regulatory reporting submissions, ensuring accurate and punctual delivery of Call Reports, FR Y-9 statements, and regulatory packages for state and federal bank supervisory authorities.\n, • Deliver comprehensive reporting decks for executive leadership, the Board of Directors, and the Audit Committee.\n\n \n Tax Strategy & Strategic Initiatives \n\n • Direct corporate tax operations, covering federal, state, and local compliance, ASC 740 tax provisions, and strategic tax planning.\n, • Provide tax-structuring expertise for non-standard transactions, strategic partnerships, and new product offerings to optimize tax positioning while ensuring compliance.\n, • Evaluate financial and accounting mechanics for complex fintech integration models, platform partnerships, and banking-as-a-service frameworks.\n\n \n Enterprise Procurement & Spend Management \n\n • Establish and oversee a centralized corporate procurement department to drive vendor oversight, cost management, and operational efficiency across business units.\n, • Enhance purchasing guidelines, delegation-of-authority matrices, and vendor onboarding processes in accordance with third-party risk management regulatory guidelines.\n, • Deploy spend analytics and tracking tools to increase visibility into corporate expenditures and budget compliance.\n\n \n Revenue Recognition & Commercial Assurance \n\n • Act as the organization's technical authority for revenue accounting under ASC 606 and related standards (ASC 310, ASC 320, ASC 460).\n, • Ensure precise measurement and recording of diverse income streams, including processing fees, interchange revenue, platform usage fees, net interest, loan sale gains, and software subscription models.\n, • Establish robust revenue assurance processes to capture and reconcile revenue streams originating from complex multi-party fintech alliances, embedded banking setups, and custom commercial agreements.\n\n \n Organizational Leadership & Infrastructure \n\n • Lead, mentor, and scale a multi-disciplinary controllership team of senior directors and staff professionals, promoting a performance-driven, high-accountability environment.\n, • Provide strategic counsel on the accounting impact of major corporate events, including M&A transactions, debt/equity capital moves, and public-market readiness steps.\n, • Lead the selection and rollout of enterprise financial systems (ERP, sub-ledger software, and operational automation) to scale reporting capabilities.\n\n \n Candidate Qualifications \n\n • Bachelor’s degree in Accounting, Finance, or a related discipline; active Certified Public Accountant (CPA) credential required.\n, • 15+ years of progressive financial and accounting leadership, with at least 7 years in senior executive roles managing multi-functional teams.\n, • Deep expertise in U.S. GAAP, FFIEC regulatory guidelines, bank regulatory reporting (Call Reports), and institutional governance models.\n, • Substantial experience within a regulated banking environment (commercial bank, fintech-focused financial institution, or BaaS bank); FDIC-supervised bank experience is strongly preferred.\n, • Proven background establishing internal control frameworks and acting as primary liaison to external Big 4 audit teams.\n, • Comprehensive knowledge of sophisticated financial products across lending (consumer, SBA, commercial), payment processing, card issuing platforms, and capital markets transactions.\n\n \n By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. \n Equal Opportunity Notice \n Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact HR@vaco.com . \n \n Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. \n \n Representation Notice \n By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. \n \n For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client. \n \n Privacy Notice \n Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies. \n \n\n • \n, • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.\n, • \n, • Virginia residents may access our state specific policies here.\n, • \n, • Residents of all other states may access our policies here.\n, • \n, • Canadian residents may access our policies in English here and in French here.\n, • \n, • Residents of countries governed by GDPR and UK GDPR may access our policies here.\n\n, • \n \n Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring. \n \n Pay Transparency Notice \n Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: \n \n · the individual's skill sets, experience and training; \n \n · licensure and certification requirements; \n \n · office location and other geographic considerations; and \n \n · other business and organizational needs. \n \n With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).

Overview \n \n At Harrison Green, we create landscapes that enrich daily life, foster connection, and bring enduring beauty to the places people call home. Our work spans city rooftops, townhouses, country estates, hospitality environments, and boutique commercial projects, each approached with the same commitment to thoughtful design, meticulous execution, and long-term stewardship. \n \n Operating across three distinct divisions—Design, Installation, and Maintenance—our commercial success relies on rigorous business-level accounting, precise GAAP/WIP compliance, and executive-level profitability analytics. Reporting directly to the Chief Financial Officer, this role serves as the central manager of our firm-wide financial ecosystem and business intelligence. \n \n While our Cost Estimating Lead focuses on micro-level project budgets and job-cost autopsies, you will own macro-level financial operations—including full-charge bookkeeping in QuickBooks Online, divisional P&Ls, overall firm profitability analysis, and the synthesis of executive KPI dashboards. This is not a generic corporate accounting role. We are seeking an operational analyst who understands the financial mechanics of high-end design-build or architecture studios and wants to drive business-level growth insights. \n \n Key Responsibilities \n \n Business Level Accounting \n\n • Full-Charge Accounting: Manage day-to-day general ledger operations in QuickBooks Online, overseeing Accounts Receivable (milestone billing, retainers, client statements) and Accounts Payable (subcontractor pay apps, vendor bills, expense classification).\n, • WIP & Month-End Close: Perform monthly bank, credit card, and merchant reconciliations. Execute Work-In-Progress (WIP) adjustments, deferred revenue releases, and accruals to ensure audit-ready month-end closes for our external CPA.\n, • Cash Flow Management: Monitor firm liquidity, maintain cash flow forecasting models, and manage yield-bearing reserve accounts for capital allocations and incentive pools.\n\n \n Departmental Profitability & Executive Analysis \n\n • Divisional P&L Management: Prepare, review, and analyze monthly and quarterly Profit & Loss (P&L) statements for each distinct business unit (Design, Installation, Maintenance) to evaluate divisional margin health.\n, • Firm-Wide Profitability Insights: Synthesize financial data into actionable executive summaries for the CFO and Executive Committee, identifying macro revenue trends, overhead cost drivers, and business expansion opportunities.\n, • Central KPI Dashboard Management: Lead the maintenance and visualization of the firm’s central KPI performance dashboard. Aggregate data across accounting (QBO), project management (Smartsheet), and time-tracking (ClockShark) to track billable utilization, sales cycle velocity, and milestone adherence.\n, • Cross-Analyst Collaboration: Partner with the Cost Estimating Lead—ingesting their project-level "Estimated vs. Actual" data into business-level profitability models and executive KPI views.\n\n \n Who You Are \n You are a detail-obsessed financial professional who thrives at the intersection of accounting precision and executive business intelligence. You love clean general ledgers, understand how divisional P&Ls tell the story of a firm's health, and enjoy translating complex raw data into clear executive insights. \n \n What You Bring \n\n • Industry Experience: Minimum 2–5+ years of hands-on accounting and business analysis experience within an architecture, landscape design, interior design, luxury design-build, or professional services firm.\n, • Macro Accounting Expertise: Deep working knowledge of GAAP principles, WIP accounting, deferred revenue recognition, chart-of-accounts structuring, and multi-departmental P&Ls.\n, • Software Mastery: Advanced proficiency in QuickBooks Online, ADP WorkforceNow, and time-tracking/project management platforms (e.g., ClockShark, Smartsheet).\n, • Excel & Analytics Skills: Advanced Microsoft Excel / Google Sheets skills (pivot tables, complex formulas, financial modeling, conditional logic).\n, • Education: Bachelor’s degree in Accounting, Finance, Economics, or Business Administration.\n\n \n Preferred Qualifications \n\n • Senior Financial/Operations Analyst experience in an NYC design, architecture, or specialty construction studio.\n, • Prior experience building or managing company-wide KPI dashboards and executive reporting suites.\n

Software Guidance & Assistance, Inc., (SGA), is searching for an Operational Risk Officer for a CONTRACT assignment with one of our premier Financial Services clients in Jersey City, NJ. The position is for an Operational Risk Officer focused on supporting and strengthening third party risk management oversight across CIB. The role provides independent Operational Risk check and challenge over the 1LOD Third Party program, including governance, risk identification, control assessment, issue management, reporting, and escalation activities.\n \n \nThe role partners closely with CIB Central teams, business stakeholders, procurement, legal, compliance, technology, and other control functions to support third party risk initiatives, promote consistent application of framework requirements, and ensure that material risks, control gaps, and remediation activities are identified, challenged, tracked, and escalated appropriately.\n \n Responsibilities :\n \n \n\n • 1LOD Third Party Program Oversight : Provide independent review, challenge, and advisory support over 1LOD execution of third party risk management processes, including due diligence, risk assessment, ongoing monitoring, issue management, and governance routines. Provide independent Operational Risk oversight, review, and challenge over CIB third party risk management activities, with a focus on the effective execution of 1LOD responsibilities and alignment with applicable policies, procedures, and risk appetite expectations.\n, • CIB Central Partnership : Partner with CIB Central teams on regional and global initiatives, framework enhancements, remediation programs, regulatory commitments, and process improvements related to third party and outsourcing risk. Partner with CIB Central teams and other stakeholders on third party risk initiatives, including governance enhancements, control improvements, remediation programs, data quality improvements, and regulatory or audit-driven deliverables.\n, • Operational Risk Check and Challenge : Execute BAU check and challenge activities across risk and control self-assessments, key risk indicators, risk events, control testing outcomes, action plans, and governance materials, ensuring that risks are clearly articulated, appropriately assessed, and escalated where required.\n, • Governance and Reporting : Support preparation and review of management reporting, committee materials, regulatory updates, risk appetite metrics, and escalation packs related to third party risk and operational risk management.\n, • Issue and Remediation Oversight : Challenge the adequacy of remediation plans, monitor progress against milestones, assess evidence of closure, and escalate overdue or ineffective remediation where required.\n, • Framework Alignment : Help ensure local practices remain aligned with applicable Group, regional, and CIB requirements for third party, outsourcing, operational resilience, and operational risk management. \n Required Skills :\n \n \n\n • Strong understanding of operational risk management, third party risk management, outsourcing governance, control frameworks, and the three lines of defense model within a financial services environment.\n, • Excellent analytical, communication, and stakeholder management skills, with the ability to provide effective challenge, influence outcomes, and explain risk and control matters clearly to both senior and working-level stakeholders.\n, • Third Party Risk Management: Experience reviewing or overseeing third party lifecycle activities, including inherent risk assessment, due diligence, contractual controls, ongoing monitoring, concentration risk, exit strategy, and issue remediation.\n, • Operational Risk Check and Challenge: Ability to assess the design and operating effectiveness of controls, identify control gaps, challenge risk ratings, and evaluate the adequacy of action plans and closure evidence.\n, • Governance and Reporting: Experience preparing, reviewing, and challenging management information, committee materials, risk appetite metrics, issue tracking, and senior management updates.\n, • Regulatory and Audit Awareness: Knowledge of regulatory expectations (including but not limited to US Interagency Third Party Risk Management Guidance), audit practices, and evidence standards relevant to third party, outsourcing, operational resilience, and operational risk management.\n, • Strong communication, stakeholder management, and business relationship skills, with the ability to connect technical teams with junior and senior business stakeholders. \nBy applying for a job with SGA, you agree to allow SGA to process your application for this and future opportunities in accordance with our Privacy Policy. Also, to ensure timely processing, you agree to be contacted by our AI recruiter via email, text, or phone. Message frequency varies and data rates may apply, but you can reply STOP to any SMS message to opt-out of texts and may contact SGA at info@sgainc.com to opt-out of AI communications. The choice not to engage with AI will not adversely impact your consideration for placement. AI is not used to make any hiring determinations.\n \n \nSGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .\n \n \nSGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.\n \n

Senior Accountant\n \n Location: New York City\n \n Reports To: Chief Financial Officer\n \n \nPosition Overview\n \n \nA growing alternative investment management firm is seeking a highly motivated and detail-oriented Senior Accountant to join its finance and accounting team.\n \n \nReporting directly to the Chief Financial Officer, this individual will support both private credit fund accounting and management company accounting. The role offers broad exposure across investment vehicles and the management company, including financial reporting, investor reporting, cash management, budgeting, liquidity forecasting, and operational initiatives.\n \n \nThe ideal candidate has experience or exposure within alternative investments, partnership accounting, or investment accounting and is comfortable working in a fast-paced, entrepreneurial environment with direct access to senior leadership.\n \n \nKey Responsibilities\n \n \nFund Accounting & Operational Support\n \n \n\n • Coordinate with third-party fund and loan administrators, auditors, and tax providers\n, • Maintain loan accrual schedules and reconcile activity to administrator records\n, • Assist with monthly and quarterly investor reporting\n, • Support quarterly valuation processes\n, • Assist with capital calls, distributions, and performance calculations\n, • Maintain fund and portfolio track-record reporting \nManagement Company Accounting\n \n \n\n • Support monthly close and financial reporting processes\n, • Assist with budgeting and variance analysis across revenue and operating expenses\n, • Support cash forecasting and short-term liquidity planning\n, • Assist with compliance-related accounting and operational activities in partnership with external providers \nProcess Improvement & Strategic Support\n \n \n\n • Help develop and enhance accounting processes, internal controls, and reporting workflows\n, • Support technology, automation, and accounting process improvement initiatives\n, • Partner cross-functionally with investment, compliance, investor relations, and operations teams\n, • Participate in system implementations, strategic finance projects, and ad hoc analyses \nQualifications \n\n • Bachelor’s degree in Accounting, Finance, or a related field\n, • 4+ years of accounting experience, preferably within alternative investments, asset management, private credit, or a related financial services environment\n, • Understanding of GAAP, partnership accounting, and investment accounting concepts\n, • Familiarity with management company accounting and operating entity financials\n, • Advanced Microsoft Excel skills \nPreferred Profile \n\n • Strong analytical and problem-solving skills\n, • Excellent attention to detail and organizational capabilities\n, • Ability to independently manage multiple priorities and deadlines\n, • Strong written and verbal communication skills\n, • Comfortable interacting directly with senior leadership\n, • Entrepreneurial mindset with a willingness to take ownership and operate in a hands-on environment \n

Senior Accountant ($10B Private Credit Fund) \n\n • Compensation: $160,000 - 200,000 TC (Base + Bonus)\n, • Manhattan Based\n, • Will oversee/review Fund Admin work. Handle in-house Management Company accounting.\n, • Act as the Right Hand to the CFO. They are building out the Accounting/Finance Team. You will have the opportunity to grow into Assistant Controller -> Controller.\n, • Open to candidates with PE or Credit accounting backgrounds. Fund Accounting experience can be at a Fund or Admin. Also open to candidates out of Public, but must have audited PE or Credit Funds.\n\n \n Position Overview \n We are seeking a highly motivated, detail-oriented Senior Accountant to join our lean, growing finance team. Reporting directly to the Chief Financial Officer, this role offers broad exposure across both private credit investment vehicles and management company accounting functions. \n The ideal candidate brings a strong foundation in partnership and alternative investment accounting, combined with a desire to take ownership across financial reporting, cash management, budgeting, and operational enhancements in a fast-paced environment. \n \n Key Responsibilities \n Private Credit Fund Accounting & Operations \n\n • Coordinate day-to-day operations with third-party fund administrators, external auditors, and tax advisors.\n, • Maintain loan interest accrual schedules and reconcile books against loan administration records.\n, • Assist with the preparation and review of monthly and quarterly investor reports.\n, • Support the quarterly portfolio valuation process and track record maintenance.\n, • Help execute capital calls, distributions, and fund performance calculations.\n\n \n Management Company Accounting \n\n • Assist in the month-end closing process, financial statement preparation, and management reporting.\n, • Support budgeting, expense allocation, and variance analysis for revenue and operating expenses.\n, • Maintain the 13-to-16 week rolling cash forecast and assist with daily liquidity management.\n, • Assist with firmwide compliance administration in coordination with third-party compliance partners.\n\n \n Process Improvement & Cross-Functional Projects \n\n • Identify opportunities to streamline accounting workflows, strengthen internal controls, and integrate AI tools into daily finance operations.\n, • Partner cross-functionally with investment, compliance, investor relations, and operations teams.\n, • Participate in system implementations, strategic finance initiatives, and ad hoc analysis for senior leadership.\n\n \n Qualifications \n Education: Bachelor’s degree in Accounting or Finance. \n Certification: CPA (or CPA track) preferred. \n Experience: 3–6 years of accounting experience, ideally within public accounting (financial services practice) or directly at an alternative asset manager (private credit, private equity, or hedge fund). \n Technical Skills: Solid foundation in US GAAP, partnership accounting, and investment fund structures. Familiarity with management company accounting concepts. \n \n By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. \n Equal Opportunity Notice \n Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact HR@vaco.com . \n \n Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. \n \n Representation Notice \n By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. \n \n For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client. \n \n Privacy Notice \n Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies. \n \n\n • \n, • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.\n, • \n, • Virginia residents may access our state specific policies here.\n, • \n, • Residents of all other states may access our policies here.\n, • \n, • Canadian residents may access our policies in English here and in French here.\n, • \n, • Residents of countries governed by GDPR and UK GDPR may access our policies here.\n\n \n \n Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring. \n \n Pay Transparency Notice \n Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: \n \n · the individual's skill sets, experience and training; \n \n · licensure and certification requirements; \n \n · office location and other geographic considerations; and \n \n · other business and organizational needs. \n \n With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).

FINANCE AND ACCOUNTING MANAGER ABOUT PROSPERITY NOW At Prosperity Now, we help communities and organizations strengthen financial security through practical tools, research, and partnerships. Our approach is to innovate, incubate, activate, and elevate new and existing systems-oriented solutions that address the root causes of economic barriers to opportunity. ABOUT THE POSITION The Finance and Accounting Manager is responsible for managing the day-to-day accounting and financial operations of Prosperity Now and ensuring the accuracy, integrity, and timeliness of the organization’s financial records and reporting. Working closely with the Chief Financial Officer (CFO), Finance staff, and cross-functional teams, this hands-on role oversees the month-end and year-end close processes, general ledger, accounts payable, accounts receivable, account reconciliations, and compliance with applicable accounting standards, grant and contract requirements, and organizational policies. Reporting to the CFO, the Finance and Accounting Manager serves as a key financial partner to Finance, Business Development, and Program staff, supporting budgeting, forecasting, grant and contract financial management, and internal and external financial reporting. The role provides oversight of restricted grant accounting, cost allocations, financial compliance, and the development and maintenance of strong internal controls. The Finance and Accounting Manager also plays an important role in strengthening the organization’s financial infrastructure by improving accounting processes, increasing efficiency, and ensuring that financial information is accurate, accessible, and useful for decision-making. The successful candidate will combine strong technical accounting expertise with a collaborative and service-oriented approach and the ability to translate financial requirements into practical guidance for colleagues across the organization. ROLES AND RESPONSIBILITIES General Accounting and Finance • Manage day-to-day accounting and financial operations, ensuring the accuracy, integrity, and timeliness of financial records and processes., • Lead the monthly and year-end close processes, including preparation and review of journal entries, account reconciliations, accruals, allocations, and other closing activities., • Maintain the integrity of the general ledger and ensure transactions are accurately recorded, properly supported, and classified in accordance with GAAP, organizational policies, and applicable funding requirements., • Prepare timely and accurate monthly financial statements, including the statement of financial position, statement of activities, cash flow reports, and other management reports, • Oversee accounts payable and accounts receivable processes, including timely vendor payments, customer and funder billings, collections, and reconciliation of related accounts., • Prepare and review reconciliations of bank accounts and significant balance sheet accounts, including accounts receivable, accounts payable, prepaid expenses, accrued liabilities, grants and contracts, and other key accounts., • Oversee accounting for payroll and related liabilities and ensure appropriate recording and allocation of personnel costs., • Support cash flow monitoring and treasury activities, including maintaining visibility into cash balances, anticipated receipts, and upcoming obligations. Audit, Compliance, and Reporting • Coordinate the annual financial statement audit and other financial reviews, including preparation of audit schedules, supporting documentation, and responses to auditor requests., • Serve as a primary day-to-day liaison with external auditors and coordinate the timely completion of audit requirements across the organization., • Coordinate required financial and regulatory filings, including annual tax filings, Forms 1099 and 1096, and other applicable reporting requirements., • Maintain organized and complete financial records and supporting documentation in accordance with organizational record-retention requirements. Budgeting, Forecasting, and Financial Analysis • Support the CFO in developing and maintaining annual budgets, rolling forecasts, cash flow projections, and long-term financial plans., • Prepare and analyze budget-to-actual results, identify significant trends and variances, and work with department leaders to understand financial performance and support corrective action when needed., • Support scenario planning and financial analysis to inform resource allocation, organizational planning, and management decision-making. Grants Compliance and Allocations • Oversee the financial management of grants and contracts, ensuring accurate accounting, appropriate cost classification, complete documentation, and timely financial reporting., • Maintain accurate accounting for restricted and unrestricted funding and ensure revenue and expenses are recorded in accordance with applicable accounting standards and funding requirements., • Review grant and contract expenditures for allowability, appropriate allocation, budget availability, and compliance with funder requirements., • Oversee the allocation of personnel and shared costs to grants, contracts, programs, and organizational functions using approved methodologies and appropriate supporting documentation., • Monitor grant and contract budgets and spending to identify underutilization, overspending, funding gaps, and other financial risks, and communicate findings to the CFO and responsible department leaders., • Collaborate with Business Development and Program teams to review grant proposals, budgets, amendments, and financial reporting requirements for accuracy, feasibility, and alignment with organizational cost structures., • Provide practical guidance and training to staff on grant and contract financial requirements, time allocation, cost allocation, and other financial compliance processes. Cross-Functional Partnership • Build collaborative relationships with Business Development, Program, Human Resources, Operations, and other teams to support effective financial management across the organization., • Serve as a trusted and accessible resource to staff on accounting, time tracking, budgeting, grant management, and financial process questions., • Translate complex financial information and requirements into clear, practical guidance for non-financial stakeholders. Financial Systems, Processes, and Internal Controls • Maintain and improve accounting systems, workflows, and financial processes to increase accuracy, efficiency, transparency, and scalability., • Support the implementation, integration, and optimization of financial systems and related technologies., • Develop, document, and maintain financial policies, procedures, and internal controls that safeguard organizational assets and strengthen accountability., • Identify opportunities to automate manual processes, improve data quality, and strengthen the integration of financial information across organizational systems., • Promote consistent application of financial policies and internal controls across the organization. QUALIFICATIONS • Bachelor’s degree in accounting, finance, or a related field required; CPA or advanced degree preferred., • Minimum of eight (8) years of progressive accounting and financial management experience, including experience with increasingly complex responsibilities., • Strong knowledge of U.S. GAAP and nonprofit accounting principles, including restricted funding, grant and contract accounting, functional expense reporting, and cost allocations., • Demonstrated experience leading month-end and year-end close processes and preparing accurate financial statements and management reports., • Experience supporting annual financial statement audits and preparing audit schedules and supporting documentation., • Proven experience with grant and contract financial management, including budgeting, expenditure monitoring, cost allocations, personnel time allocation, and funder reporting requirements., • Strong understanding of internal controls and experience improving accounting processes, policies, systems, and workflows., • Advanced proficiency in Microsoft Excel and experience working with cloud-based accounting and financial systems. Experience with Sage Intacct, QuickBooks Online, Ramp, Paylocity, Martus, or similar platforms is preferred., • Strong analytical and problem-solving skills, with the ability to identify issues, evaluate financial information, and develop practical solutions., • Strong communication and interpersonal skills, with the ability to explain financial information clearly and effectively to non-financial stakeholders., • Collaborative and service-oriented approach, with the ability to build effective working relationships across functions and levels of the organization., • Strong organizational and time-management skills, with the ability to manage multiple priorities, meet deadlines, and maintain accuracy in a dynamic environment., • Demonstrated ability to work effectively in a remote environment while maintaining communication, productivity, collaboration, and accountability., • Ability to work during Eastern Time Zone business hours. COMPENSATION AND BENEFITS Salary is between $80,314 and $124,487, depending on experience. Benefits include access to health, dental, vision, life, disability, and retirement plans, along with flexible spending accounts and long-term care coverage. In addition, employees benefit from generous leave programs, an Employee Assistance Program, and other resources that promote work-life balance and financial security. This is a remote, full-time role, based in the United States. Candidates should be able to work during Eastern Time Zone work hours. Prosperity Now is proud to be an Equal Opportunity Employer. We believe that diversity of background and perspective are strengths, and seek to continue to grow a diverse, highly committed, skilled, and collaborative staff. We encourage candidates from various backgrounds to apply. Applicants needing accommodation for any part of the application process may contact Envision Consulting at 626.714.7577 to request and arrange for assistance.

Underwriter / Clearance Officer Reports to: Legal Manager Department: Legal POSITION SUMMARY The Underwriter / Clearance Officer provides expert underwriting guidance to clients and internal teams, drives title clearance, and resolves complex title insurance matters while delivering a high level of customer service. KEY RESPONSIBILITIES • Evaluate the company's ability to insure transactions; assess risk and determine insurability., • Analyze files for clearance and provide a detailed review of the preliminary title report, confirming all required documentation is in place., • Work with clients and internal teams to obtain the clearance needed for transactions to proceed to closing., • Review entity, trust, and estate documents and payoff letters for compliance and accuracy for title purposes., • Assist clients with uninsured matters, including municipal searches, and provide guidance to resolve issues., • Prepare closing affidavits that meet title insurance standards., • Obtain high-liability approvals and ensure all policy language and endorsements meet company guidelines., • Review closing documents for proper language, recitations, and exhibits; submit FinCEN paperwork as required., • Oversee delivery of closing documents and checks for remote or partial closings, coordinating with all relevant parties., • Resolve post-closing issues in collaboration with Escrow and Recording., • Partner with Recording and Escrow on document formatting, recording issues, and wire confirmations., • Guide internal teams through complex title and non-title issues., • Mentor colleagues across departments on clearance and title insurance procedures., • Build and maintain strong client relationships and resolve title-related concerns., • Stay current on changes to laws, regulations, and best practices in the title insurance industry. QUALIFICATIONS • 2–4 years of title insurance or related legal experience., • College degree preferred., • Proficiency in Microsoft Outlook, Word, and title insurance software; quick to learn new systems., • Proven ability to deliver excellent customer service and resolve complex title issues., • Ability to multitask, prioritize, and delegate as needed. CORE COMPETENCIES • Attention to Detail: High level of accuracy in document review and underwriting., • Problem-Solving: Strong analytical skills and creative solutions for complex title issues., • Collaboration: Works well with cross-functional teams to keep operations moving., • Adaptability: Flexible and responsive to shifting priorities and new technology., • Customer Focus: Committed to serving both internal and external clients., • Integrity: Professional, confidential, and ethical in all dealings.

Job Description The NAACP Legal Defense & Educational Fund, Inc. (LDF) is the country’s first and foremost civil and human rights law organization. Founded in 1940 under the leadership of Thurgood Marshall, who subsequently became the first Black U.S. Supreme Court Justice, LDF was launched at a time when the nation’s aspirations for equality and due process of law were stifled by widespread state-sponsored racial inequality. From that era to the present, LDF’s mission has been transformative — to achieve racial justice, equality, and an inclusive society. LDF’s litigation, public policy advocacy, and public education programs in the substantive areas of criminal justice, economic justice, education, and political participation seek to ensure the fundamental and basic human rights of all people to quality education, economic opportunity, the right to vote and fully participate in democracy, and the right to a fair and just judicial system. LDF continues to make an impact in the area of public service and was recognized by Fast Company as one of its 2023 Brands That Matter under its public service category. LDF seeks an experienced Deputy General Counsel to partner with the Chief Operations Officer & General Counsel to operate an effective and efficient in-house legal department. The Deputy General Counsel must be a highly effective attorney with the legal skills, judgement, and customer-service orientation to help support teams and staff at LDF to deliver on our mission and goals. The Deputy General Counsel will be principally responsible for day-to-day legal department activities, including but not limited to legal research, advice and guidance; contract review and management; and managing the operations of the General Counsel’s office as set forth below. This role requires a dynamic approach to address the range of issues involved. The Deputy General Counsel reports to the Chief Operations Officer & General Counsel. LDF operates in a hybrid work environment where employees are expected to be in the office a minimum of two days per week, unless otherwise indicated. Responsibilities: High-quality legal advice and guidance • Serve as a legal advisor to senior management and teams across LDF, • Conduct legal research and analysis to support decision-making and the resolution of business issues, • Provide legal advice and guidance in areas such as employment law, non-profit law, corporate governance, real property, business transactions, state regulations, intellectual property, and others, • Collaborate with the Risk & Compliance team on risk management and provide legal advice and research on multi-state compliance, lobbying and political activity restrictions, charitable solicitation, and insurance needs, • Support responses to claims, lawsuits, subpoenas, and similar actions involving LDF when needed, protecting the legal interests of LDF in judicial and administrative proceedings, • Assist in drafting and developing policies and procedures, including the personnel manual, employee policies, and volunteer policies, • Conduct legal research and prepare memoranda, correspondence, and legal documents, • Represent LDF on organizational issues after federal and state administrative agencies when needed, • Review estates and bequests and follow up on issues regarding same, including compliance with NYPMIFA and related laws, • Consult on employment matters including union negotiations and grievances, employee dispute resolution, employee disciplinary matters, investigations, and terminations, • Support the operation of LDF’s ethics, whistleblower, and conflict of interest policies, • Support with respect to practice-of-law and legal ethics issues as needed Contract oversight • Negotiate, draft, and review contracts of all types, including but not limited to vendor agreements, consulting agreements, grant agreements, leases, and license agreements, protecting LDF’s interests and advancing its mission, • Collaborate with the Operations team to continually improve use of the contract management system and completeness of LDF’s contracting records, • Develop and update template contracts aligned to business needs, • Develop and update contracting playbooks and processes General Counsel’s Office Operations • Strengthen internal processes to advance effectiveness, efficiency, and internal client service, • Supervise outside legal counsel, ensuring cost-effective representation, • Proactively monitor legal trends to identify areas of risk, • Assist with document retention protocols, • Develop and update legal operations playbooks and processes, • Develop and monitor departmental goals and metrics, • Maintain familiarity with civil rights litigation in areas of race and social justice to provide effective support aligned with LDF’s mission Additional duties as assigned Qualifications: • J.D. from an accredited law school, • At least ten (10) years of experience practicing law, with a strong preference for prior in-house or nonprofit organization experience, • Commitment to the racial justice mission of LDF, • Substantial experience reviewing and negotiating contracts, • Experience in non-profit governance and tax-exempt organization law, • Experience in one or more of the following areas of law (and a willingness to learn areas in which you have less experience): labor and employment, regulatory compliance, charitable giving, tax, torts, privacy, data management, and intellectual property, • Experience managing relationships with other attorneys, • Strong written and oral communication skills, • Ability to work both collaboratively and independently, • A commitment to the highest standards of professional conduct and the ability to exercise exceptional judgment, integrity, and ethics, • Ability to operate with discretion and maintain confidentiality, • Ability to translate legal risks and requirements into practical, mission-aligned business strategies and risk assessments, • Demonstrated ability to work in a fast-paced environment, meet internal and external deadlines, use good time management and organizational skills, and prioritize among competing tasks, • Admitted to the bar in the jurisdiction (New York or D.C.) where the candidate is applying. The total salary range for this position for candidates with 10-15 years post-law school graduation), inclusive of compensation for additional administrative responsibilities, is the following and will be commensurate with experience: New York: $184,000 - $212,000 Washington, DC: $177,000 - $204,000 This is not an exhaustive list of all responsibilities, duties, skills, efforts, requirements, or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. This description does not constitute a contract of employment, and LDF may exercise its employment-at-will rights at any time. LDF offers all eligible employees a generous benefits package. To learn more, click the following link: 2026 Benefits Overview.

Job DescriptionPosition Title: Controller Reports to: Chief Financial Officer Position Overview Under the supervision of the Chief Financial Officer, the Controller oversees daily accounting operations and is responsible for period-end closing, payroll administration, and annual audits. This role ensures a robust internal control mechanism is carried out, maintains compliance with non-profit accounting provisions, and trains team members. The Controller works across functional teams to ensure financial data accuracy and cohesive reporting. Key Responsibilities Accounting Operations Financial Reporting ● Manage Accounts Payable (A/P) and Accounts Receivable (A/R) functions and reconcile collections. ● Maintain accurate records of all financial transactions and oversee the general ledger. ● Handle the month-end and year-end close, quarterly reconciliations, and comprehensive financial data reviews. ● Prepare and review monthly, quarterly, and annual financial statements for management and the Board. ● Lead the development of financial reports for FLACS Management, CSI, NYSED, and other regulatory entities. Internal Controls Process Management ● Lead the formulation and implementation of internal controls and policies to comply with legislation and best practices. ● Ensure segregation of duties and compliance with Board-approved fiscal policies. ● Maintain the financial policies and procedures to improve organizational efficiency and data integrity. Payroll Tax Administration ● Oversee end-to-end payroll processing for salaried, hourly, and grant-funded employees to ensure timely and compliant payments. ● Review and approve payroll registers and tax filings prior to submission. ● Manage the preparation and submission of required financial filings and tax reports, including W-2s, 1099s, and Form 990. FPA, Budgeting, and Strategic Planning ● Assist in the preparation of annual operating and capital budgets, as well as long-term forecasting and financial modeling. ● Perform Financial Planning Analysis (FPA) tasks, including monthly variance analysis and recommendations to leadership. ● Monitor cash flow, reserves, and financial sustainability in partnership with senior leadership. Audit Compliance ● Lead the preparation of audit schedules and coordinate all external audit activities with independent auditors. ● Ensure compliance with federal, state, and local regulations, including GAAP for non- profits. ● Respond to payroll audits and maintain comprehensive audit documentation to ensure clean outcomes. Professional Responsibilities ● Upholds the FLACS’ mission, core beliefs, and educational philosophy. ● Reflects on their practice and is a lifelong learner who strives to improve effectiveness and guide professional growth. ● Engages and collaborates with colleagues and the community to sustain a culture of high expectations. ● Displays evidence of self-motivation and a willingness to be a team player. QUALIFICATIONS ● Education: BS/BA in Accounting required. ● Certification: Professional certification (Active New York State CPA license) strongly preferred. ● Experience: Minimum of 3 years of accounting and finance experience, with specific expertise in non-profit or charter school accounting. ● Technical Skills: o Solid knowledge of GAAP for non-profits and regulatory requirements. o Proficiency in MS Office (especially advanced Excel), accounting software (e.g., Intacct, Fund EZ, NetSuite, or Abila/MIP), expense management platform (bill.com, Procurify, or Ramp), and payroll systems (e.g., Paylocity, Paycom, or ADP). o Experience with Avidxchange, banking software, and Power BI is a plus. ● Core Competencies: o Exceptional organizational skills, time management, and the ability to multi-task to meet all deadlines. o Excellent critical thinking, analytical skills, and close attention to detail. o Ability to communicate complex financial information clearly to non-finance stakeholders. ● Requirements: Clearance for fingerprint and criminal background check Salary range: $120,000 - $130,000 Starting date: July 1, 2026 It is the policy of FLACS to provide educational and employment opportunities without regard to race, color, religion, creed, national origin, alienage and citizenship status, age, marital status, disability, sexual orientation, gender (sex) or prior record of arrest or convictions (except as provided bylaw), and to maintain an environment free of discriminatory harassment, including sexual harassment, or retaliation, as required by civil rights law. Powered by JazzHR 3OEmwre5Tr

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: HR Expert Type: Contract Compensation: $70–$80/hour Location: Remote Role Responsibilities • Construct HR scenarios spanning talent acquisition, workforce planning, employee relations, performance management, and compensation and benefits design., • Build tasks across recruiting, talent acquisition, employee and labor relations, compensation and benefits, HR compliance, employment law, and organizational development., • Develop scenarios involving tools such as HRIS platforms (Workday, SAP SuccessFactors), applicant tracking systems, and compensation benchmarking tools (Radford, Mercer) used at large organizations., • Apply HR methodologies like workforce planning, compensation benchmarking, and employee relations investigation to US standards (Title VII, FLSA, ADA, state law) and International standards (Employment Rights Act, EU labor directives)., • Author rubrics that distinguish authentic HR judgment from generic textbook or certification-exam-level recall. Qualifications Must-Have • 5+ years working as an HR leader or Chief People Officer at a major company or HR consulting firm (Mercer, Korn Ferry, or in-house VP/CHRO at a large company)., • Direct ownership of talent programs, employee relations matters, or compensation design., • Fluency in HR tooling and methodologies, plus understanding of how employment law compliance actually works. Preferred • A recognized professional credential is strongly preferred (SHRM-SCP, SPHR, or an international equivalent)., • Prior rubric or training authorship is a plus. Application Process (Takes 20–30 mins to complete) • Upload resume, • AI interview based on your resume, • Submit form Resources & Support • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome, • For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Job Description Our client, a fast-growing global technology company operating in a highly regulated industry, has exclusively retained Solutus Legal Search to assist in its search for a Vice President, Global Compliance. Reporting directly to the Chief Legal & Risk Officer, this executive will build and lead the company’s global compliance function, helping shape the governance, infrastructure, and compliance strategy needed to support continued global growth and a potential IPO. Responsibilities Lead and further develop the company’s global compliance function, creating a more unified and scalable approach across regional teams in the U.S., EMEA, and APAC. • Manage and develop a global team of approximately six compliance professionals while building a more consistent, scalable, and collaborative compliance function across multiple regions., • Partner closely with the Chief Legal & Risk Officer, senior leadership, and cross-functional teams, including Legal, Finance, Internal Audit, People, Product, Engineering, and Operations, to identify and address compliance risks while supporting business objectives., • Partner with the Chief Legal & Risk Officer to help drive IPO and public-company readiness, including governance, internal controls, audit readiness, whistleblower and anti-bribery compliance programs, reporting, and related compliance processes., • Build and continuously enhance global compliance policies, procedures, governance, monitoring, and reporting frameworks that support a rapidly growing international business., • Oversee enterprise compliance across a broad and evolving regulatory landscape, partnering with regional subject-matter experts to ensure consistency while addressing local requirements., • Establish meaningful compliance metrics, dashboards, and reporting mechanisms that provide senior leadership with visibility into program effectiveness, internal controls, remediation efforts, and emerging risks., • Lead significant compliance investigations and remediation efforts while implementing scalable compliance processes and technology that improve visibility, consistency, and operational effectiveness across the organization., • Monitor emerging regulatory developments and partner with business leaders to implement practical compliance solutions that support continued global growth. Qualifications J.D. from an accredited law school and active membership in at least one U.S. state bar. • Approximately 15+ years of legal and compliance experience, including significant leadership responsibility within a complex, highly regulated industry., • Demonstrated success building or transforming a global compliance program, including governance, reporting, internal controls, investigations, audit readiness, and enterprise compliance initiatives., • Strong leadership skills with a track record of managing geographically dispersed teams and driving consistency across global compliance organizations., • Comfort leveraging compliance technology, reporting tools, and automation to improve program effectiveness and scalability., • Excellent judgment, executive presence, and communication skills, with the ability to translate complex compliance issues into practical, business-oriented advice., • A pragmatic, commercially minded approach to risk and a collaborative style that emphasizes finding solutions while supporting business growth., • Thrives in a collaborative, entrepreneurial environment where leaders are expected to build infrastructure, embrace change, and partner closely with the business., • Prior in-house experience, along with a combination of law firm and in-house practice, is preferred. This is an exceptional opportunity to join a growing global company at a pivotal stage in its evolution. The successful candidate will play a central role in shaping the organization’s compliance strategy while partnering closely with executive leadership to build a scalable compliance function that supports continued global expansion. The position will be based in New York or Washington, DC. Compensation is expected to include a base salary of $325,000 to $375,000, plus an annual bonus and equity, commensurate with experience and qualifications. Solutus Legal Search has been exclusively retained for this search. Resumes submitted directly to our client will be forwarded to Solutus for review and evaluation. Given the anticipated volume of applicants, we will respond only to candidates whose backgrounds align with our client’s hiring criteria. We appreciate your understanding. Ref. # 982-SLS We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Lexington School and Center for the Deaf, together with its three affiliated agencies; Mental Health, Hearing & Speech, and Vocational Services is seeking a Corporate Compliance Officer (CCO). This opportunity is structured as an independent contractor role. The CCO will serve as an independent and objective leader, ensuring that all four entities comply with applicable laws, regulations, funding requirements, and internal policies. This independent contractor position is structured for approximately 4–6 hours per week. The CCO will maintain independence from management, coordinate with external third parties when needed, and report directly to the Board of Trustees. Responsibilities • Develop, implement, and oversee compliance programs for the school and three agencies: Mental Health, Hearing & Speech, and Vocational Services., • Provide independent oversight and act as an advisor to the Board of Trustees regarding compliance risks, trends, and emerging issues., • Report regularly and directly to the Board with updates, assessments, and recommendations., • Ensure secure, confidential reporting channels for whistleblowers and safeguard against retaliation., • Ensure independence by maintaining the authority to escalate compliance matters., • Oversee compliance investigations, audits, and assessments across all entities, engaging independent third parties as appropriate., • Monitor compliance with Office of Medicaid Inspector General (OMIG)., • Provide training and guidance to staff and management across all programs to strengthen a culture of ethics, integrity, and accountability., • Monitor changes in laws and regulations affecting schools and nonprofit service agencies, advising the Board on organizational impact. Qualifications • Bachelor’s degree required, master’s preferred, • Compliance certification (e.g., CCEP, CCEP-I) or equivalent experience strongly preferred., • 5+ years of compliance, legal, or risk management experience (non-profit background preferred), • Strong knowledge of non-profit governance and regulatory requirements, • Demonstrated ability to operate with independence and integrity, with experience in direct Board reporting., • Proficiency in American Sign Language (ASL), or willingness to learn. Schedule • Schedule 4-6 hours per week to be scheduled at the discretion of the independent contractor., • Contracted rate range: $70.00 - $80.00 per hour For more information or if you are interested in this position, please contact by email BOTPresident@lexnyc.org

Job Description Job Summary: The Vice President, Underwriter - Casualty will play a vital role that helps support the growth of the business by participating in the development and execution of strategic insurance programs for the organization. This position is with our client, a global program manager, and is hybrid in their New York office. Responsibilities: • Prepare reports, presentations and special projects to assist in ensuring the success of the new program onboard process., • Maintain responsibility for the daily oversight and communications of newly onboarded programs., • Review and analyze all facets of the due diligence process for actuarial, underwriting, claims, financials, compliance, operations, legal and regulatory., • Maintain responsibility for the documentation of the due diligence files, preparation of committee reports, development of contracts and overall maintenance of the program files., • Conduct research within the company and/or externally to obtain data to support new business initiatives., • Establish and maintain relationships with prospective program administrators and reinsurance brokers to provide excellent customer service., • Monitor the profitability, review underwriting audits, and check premium and claims bordereaux for consistency with the agreed upon program terms of newly onboarded programs., • Provide input to the development of product analysis, services, geographic focus and broker intelligence., • Review, evaluate, and recommend modifications to the underwriting and due diligence process., • Evaluate and analyze market trends for growth opportunities and compliance/regulatory guidelines., • Directly manage and develop more junior underwriters, and assist other leaders as necessary., • Support the Chief Underwriting Officer in the development and implementation of reinsurance strategies that align with the company’s risk tolerance, financial objectives and growth targets., • Analyze risk exposure and collaborate with underwriting and actuarial teams to assess the appropriate level of reinsurance coverage required., • Identify potential reinsurance partners and/or brokers within the established framework, and negotiate terms, pricing, and contract structures to optimize coverage and minimize risk., • Assist in the coordination of facultative strategies and controls., • Develop and foster relationships with reinsurance brokers and reinsurance markets to facilitate placements, execution of contract wording and gain market intelligence. Requirements:, • 10+ years of experience in program underwriting and insurance industry, • Commercial auto experience, • Proven skills and abilities to build relationships in market, • Bachelor's degree Contact: Erin Gamez Senior Recruiter +1 (312) 884-0485 eshaughnessy@jacobsongroup.com Pay Range: The anticipated salary for this position is $200,000 annually. We understand salary is an important factor in a job search, and we encourage you to apply even if you feel that your desired compensation may fall outside of the listed range. The final pay for this position is determined based on several factors including but not limited to, relevant experience, skills and certifications, education and training, geographic location, market conditions, and internal equity. We are committed to finding the right candidate for this role and are open to discussing how your unique qualifications align with our needs.