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Director of Alternative Investments - Commercial Mortgage Loans Investment Controllership Full-Time/Boston, MA, Springfield, MA or NYC The Opportunity Reporting to MassMutual’s Head of Alternative Investments, the Director of Alternative Investments will be a key leader and representative for the investment accounting, reporting, governance, and control processes supporting MassMutual’s commercial mortgage loan and real estate portfolios. The position will lead a team of MassMutual employees focused on ensuring the accurate, timely completion of monthly, quarterly, and annual accounting close cycles for these asset classes, including oversight of accounting services and reporting deliverables prepared by third-party administrators and service providers. As a Director in the Controllers Organization of Corporate Finance, you will join us as we continue our progress toward becoming best-in-class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage curiosity, business acumen, and initiative to strengthen our processes and outcomes. You will lead the team that manages and executes investment accounting, analysis, financial reporting support, control execution, and process improvement for commercial mortgage loans and real estate investments. This includes governance and oversight of financial transactions, statutory and GAAP accounting requirements, regulatory reporting schedules, management reporting, audit support, and key initiatives including technology, ledger, and operating model transformation. You will thrive in a dynamic and agile accounting environment focused on both disciplined execution and continuous improvement, while partnering collaboratively across Investments, Financial Reporting, Accounting Policy, Tax, Capital Management, business unit controllers, auditors, vendors, and other stakeholders. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accountants who oversee our various asset classes and investment activity. The team continues to grow in support of our growing level of assets, key initiatives and special projects. Our team has high business acumen and is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization. We strive to continuously improve by working together as team to make each other and our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. The Impact • Lead the team responsible for ensuring the accurate and timely completion of monthly, quarterly, and annual accounting close cycles for commercial mortgage loans and real estate investments through effective planning, monitoring, review, and problem solving., • Oversee accounting information and reporting deliverables prepared by third-party administrators and service providers, including financial statements, footnote schedules, regulatory reports, management reports, and other investment accounting outputs., • Review and analyze financial results, trends, and key drivers for the commercial mortgage loan and real estate portfolios, using strong business acumen and communication skills to develop clear commentary for senior management and financial reporting stakeholders., • Participate in the creation, analysis, and presentation of monthly and quarterly financial analysis reporting to senior management, including explanations of portfolio performance and its impact on financial results., • Develop, document, and assure adherence to an internal control framework that supports accurate and timely financial reporting for commercial mortgage loans and real estate. Monitor the control environment, including activities performed by vendors, and recommend improvements to strengthen governance, consistency, and accountability., • Lead process improvement, automation, and operating model initiatives focused on increasing efficiency, reducing manual risk, improving transparency, and adding business value across the commercial mortgage loan and real estate accounting processes., • Support annual regulatory financial statement audit requests, participate in auditor discussions, and serve as a key point of contact for audit matters related to commercial mortgage loans and real estate., • Effectively collaborate with Accounting Policy, the Chief Investment Office, Tax, Financial Reporting, Capital Management, business unit controllers, third-party administrators, and external auditors to resolve complex accounting, reporting, and operational matters., • Lead or support the implementation of new statutory and GAAP investment accounting requirements and determine the accounting process for new commercial mortgage loan and real estate investments, investment structures, and related transactions., • Actively participate in the implementation of the Company’s new ledger and related investment accounting technology initiatives, with a focus on future-state reporting, data quality, controls, and target operating model design., • Manage priorities effectively in a dynamic environment, balancing close execution, reporting deadlines, audit support, project delivery, and continuous improvement activities., • Lead, develop, and motivate a team that is inspired, engaged, and accountable, while creating opportunities for team members to learn, grow, and contribute to better business outcomes. The Minimum Qualifications • Bachelor’s Degree, • 8+ years of relevant accounting, financial reporting, controllership, or investment accounting experience, with direct or related exposure to commercial mortgage loans, real estate, structured finance or private assets, • 1+ years of experience leading teams in a deliverable-oriented environment., • 4+ years of experience overseeing monthly, quarterly, and annual close processes, financial reporting deliverables, controls, audits, or third-party service provider outputs. The Ideal Qualifications • Experience in insurance company investment accounting, including GAAP and statutory accounting for commercial mortgage loans, real estate, or other investment asset classes., • CPA or progress toward CPA preferred., • Knowledge of STAT and GAAP accounting requirements, regulatory reporting, financial statement support, and investment-related disclosures., • Strong analytical skills, including the ability to analyze financial data sets, identify trends, and tell the story of the data in a clear and concise manner., • Proven ability to complete high-quality work efficiently, manage multiple priorities, and lead through ambiguity in a dynamic and agile environment., • Experience building and maintaining strong working relationships across cross-functional groups, senior leaders, auditors, and third-party administrators or vendors., • Excellent verbal and written communication skills with the ability to express ideas in an organized and persuasive manner to leadership, staff, third parties, and other stakeholders., • Experience identifying internal control issues, developing remediation plans, and implementing process improvements that strengthen the overall control environment., • Preferred experience working in a Lean Six Sigma, continuous improvement, or root cause problem-solving environment., • Ability to partner with and influence business leaders and peers in investment process redesign, reporting improvements, and target operating model transformation., • Experience using investment data and information to analyze and communicate the implications of investment accounting, reporting, and ERP or subledger tools such as Aladin, SAP, Hyperion, NetSuite, or other investment accounting platforms. What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Investment Tax Manager Corporate Tax Department Full Time Boston, MA or New York, NY This is an individual contributor role The Opportunity The Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment. The Team As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. The Impact • Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables, • Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently, • Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results, • Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios, • Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners, • Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests, • Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls, • Mentor and develop tax professionals, providing coaching and fostering professional growth across the team, • Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations The Minimum Qualifications • CPA or certification in process or Enrolled Agent, • Bachelor's Degree, • 7+ years of tax experience from public accounting or financial services, • 5+ years of Income tax (ASC740) provision experience The Ideal Qualifications • 8+ years of progressive tax experience in public accounting, corporate tax, or both, including complex tax matters, • Insurance or asset management tax experience, with exposure to investment taxation across asset classes, • Experience with tax technology, ERP systems, and system implementations, • Passion for leveraging technology, automation, data analytics, and AI to improve processes and efficiency, • Proven success leading transformation, process improvement, or change management initiatives, • Experience mentoring, developing, or leading tax professionals, • Strong analytical, problem-solving, and data management skills, • Ability to manage multiple priorities and deliver results in a fast-paced environment, • Project management experience; certification preferred, • Experience with deferred tax accounting, reconciliations, audits, and auditor relationships, • Self-starter with a track record of ownership, initiative, and execution, • Strategic thinker with a hands-on approach to delivering results, • Excellent communication skills with the ability to simplify complex tax concepts for diverse audiences What to Expect as Part of the Team • Regular meetings with the Investment Tax Team, • Focused one-on-one meetings with your manager, • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups, • Access to learning content on Degreed and other informational platforms, • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

OVERVIEW: \n \n Our client, one of the largest Energy companies in US providing a wide range of Energy related products and services to its customers, seeks an accomplished Property Tax Consultant. \n \n * JOB TITLE: Property Tax Consultant \n \n * LOCATION: 3 days Remote | 2 days onsite at 4 Irving Place New York, NY 10003 \n \n Duration: 12 Months with possibility of extension \n \n * SCHEDULE: M – F (Hours: 9am - 5pm) \n \n Pay Range: $50.00/hr. - $60.00/hr. \n \n Job Responsibilities: \n\n • This is primarily a hands-on tax/accounting analyst role, not a general tax-preparation position. The candidate needs to be comfortable taking accounting/system data, cleaning and analyzing it in Excel, identifying discrepancies or variances, and using the analysis to support property tax and gross receipts tax activities.\n, • Strong preference: Property tax and/or gross receipts tax experience.\n, • Prepare property and gross receipts tax payments for NY State and local municipalities.\n, • Prepare tax accruals, journal entries, and supporting workpapers.\n, • Prepare tax returns and supporting schedules.\n, • Support property tax grievances, settlements, and litigation.\n, • Prepare tax schedules for SEC, FERC, PSC, and other regulatory filings.\n, • Analyze accounting data and investigate variances.\n, • Maintain relationships with internal/external stakeholders regarding tax matters.\n, • Support legislation and litigation-related tax matters.\n\n \n Job Requirements: \n\n • Education: Bachelor’s degree in accounting, Finance, Business, or related discipline.\n, • Accounting and/or general tax compliance experience\n, • Strong GAAP accounting knowledge related to property and gross receipts taxes\n, • Advanced Excel data analysis\n, • Ability to cleanse, join, parse, and reconcile datasets in Excel\n, • Tax return and supporting workpaper experience\n, • Experience analyzing accounting-system data\n, • Strong attention to detail and variance investigation\n, • Ability to manage multiple deadlines and jurisdictions\n, • Strong written and verbal communication\n, • Ability to handle confidential financial/tax information\n, • Strongly Preferred: Property tax experience\n, • Gross receipts tax experience\n, • New York State/local tax experience\n, • Oracle EBS / Oracle BI\n, • Power Plan Property Tax\n, • NYC Department of Finance Property Tax Public Access Web Portal\n, • Corporate tax returns\n, • Gross receipts tax returns\n, • Regulatory tax schedules for SEC, FERC, PSC\n, • Tax grievances and property tax disputes\n, • Utility/energy industry experience\n\n \n I'd love to talk to you if you think this position is right up your alley, and assure a prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you. \n \n Recruiter Name: Lalit Malgotra \n Title: Lead Recruiter \n Email: lalit.malgotra@ameritconsulting.com \n \n Company Overview: \n \n Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally: as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients’ businesses forward. \n \n Amerit Consulting 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. \n This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. \n Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.

Head of Investor Relations | DeepTech (hardware + AI) | NYC \n Hybrid working environment (Manhattan, NYC) \n $250/270k + bonus + equity \n \n Talentedge are partnering with a VC backed DeepTech company, spanning advanced hardware and AI. Backed by leading venture capital investors, the company has raised substantial capital to fund the development of its technology and is entering its next phase of growth, marked by an expanding footprint in the United States and a deepening bench of institutional investors. As part of this growth, the company is building out a New York presence and hiring its first dedicated Investor Relations Lead. \n \n This is a rare opportunity to build the Investor Relations function from the ground up at a high-growth, capital-intensive DeepTech business. Reporting into the CFO, the Head of Investor Relations will own the company's relationships with existing and prospective investors, shape how the equity story is told to the market and be a central partner in future fundraising rounds. This role suits someone who has trained in investment banking and has since moved in-house to operate as a builder inside fast-growing, venture-backed technology or hardware companies — ideally with first-hand experience supporting the kind of large, complex rounds ($100m+) that capital-intensive DeepTech businesses require. \n \n Key responsibilities: \n\n • Own Investor Relations end-to-end: act as the company's first dedicated IR hire, building the strategy, processes, and infrastructure for how the company engages with its investor base.\n, • Lead investor relationships: serve as a trusted, day-to-day point of contact for existing institutional investors (VC and growth equity), and cultivate relationships with prospective investors ahead of future rounds.\n, • Drive fundraising execution: partner closely with the CEO, CFO, and Finance team to prepare for and run future capital raises, including data room management, due diligence coordination, investor materials, and process management for $100m+ rounds.\n, • Shape the equity narrative: craft and continually refine the company's investment thesis and equity story, translating complex hardware and AI technology and R&D roadmaps into a compelling narrative for financial audiences.\n, • Own investor communications: manage the cadence of investor updates, quarterly reporting, board materials support, and responses to ad hoc investor queries.\n, • Build IR infrastructure: stand up the systems, trackers, and processes (e.g. investor CRM, reporting templates, KPI packs) needed to run a professional IR function at scale.\n, • Represent the company externally: attend and, over time, help organize investor conferences, roadshows, and relevant industry events.\n, • Plan ahead: help the leadership team think through the company's long-term capital strategy, including potential future growth equity, crossover, or pre-IPO investors as the business matures.\n, • Cross-functional partnership: work closely with Finance, Legal, and Communications to ensure investor-facing messaging is accurate, consistent, and aligned with broader company narrative.\n\n \n Profile: \n\n • Investment banking foundation: trained in investment banking, ideally with exposure to technology, hardware, industrials, or growth equity coverage.\n, • Operator experience: has since moved in-house and worked as an operator (e.g. in Investor Relations, Corporate Development) at one or more VC backed hardware or technology startups/scaleups.\n, • Track record with large rounds: direct experience supporting or leading fundraising processes for VC backed companies that have consistently closed $100m+ rounds (e.g. Series C and beyond, or large growth rounds).\n, • Comfort with capital-intensive businesses: understands the funding dynamics, capital intensity, and longer development and commercialization cycles typical of hardware and DeepTech companies.\n, • Financial fluency: strong financial modeling, valuation, and analytical skills, with the ability to translate technical and operational detail into an investor-ready narrative.\n, • Builder mindset: excited to build a function from scratch as a first hire; highly organized, self-directed, and comfortable operating with a high degree of ownership and ambiguity.\n, • Relationships: existing relationships across the growth-stage and late-stage venture ecosystem (VC and crossover investors) are a strong plus.\n\n \n Talentedge are a leading & accounting recruiter for the tech and media startup & scaleup community across New York & London.

About the Opportunity \n \n We are partnering with an established global organization seeking an experienced Internal Auditor to join its corporate audit team. This position will be responsible for conducting financial and operational audits across multiple business locations, with a strong focus on evaluating internal controls, identifying risk, and improving business processes. \n This is a highly visible opportunity for an audit professional who enjoys working across different areas of an organization and partnering with both finance and operational leadership. \n \n Key Responsibilities \n \n\n • Plan and perform financial and operational audits across multiple locations.\n, • Review business processes, internal controls, and areas of financial and operational risk.\n, • Conduct interviews, walkthroughs, testing, and audit documentation.\n, • Identify control gaps and provide practical recommendations for improvement.\n, • Prepare clear audit findings and communicate recommendations to management.\n, • Review corrective action plans and follow up on audit findings.\n, • Participate in process and systems audits as needed.\n, • Assist with audit planning, risk assessments, and development of audit programs.\n, • Serve as Lead Auditor on select engagements.\n, • Support continuous improvement initiatives within the internal audit function.\n\n \n Required Qualifications \n \n\n • Bilingual Spanish/English required.\n, • 5+ years of audit experience.\n, • Manufacturing audit experience required.\n, • Manufacturing experience may come from internal audit or public accounting/external audit experience supporting manufacturing clients.\n, • Bachelor's degree in Accounting, Finance, Business Administration, or related field.\n, • Strong understanding of internal controls, risk assessment, and audit methodologies.\n, • Strong written and verbal communication skills.\n, • Ability to communicate audit findings clearly and professionally with various levels of management.\n, • Strong analytical and problem-solving skills.\n, • Proficiency with Microsoft Excel and other Microsoft Office applications.\n, • Ability and willingness to travel throughout the Americas as required.\n\n \n Preferred Qualifications \n\n • CIA, CPA, CISA, CFE, or similar professional certification.\n, • Public accounting experience.\n, • Experience working within a global or multi-location organization.\n, • ERP/SAP experience.\n, • Experience utilizing data analytics or AI tools within an audit environment.\n\n \n Ascendo 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, or protected veteran status and will not be discriminated against on the basis of disability. \n

\n About the Company \n \n We are partnering with a highly respected Top 10 wealth management firm whose Family Office division is seeking a Principal Tax Manager to join its growing New York team. \n \n About the Role \n \n This is a highly visible opportunity for an experienced CPA who thrives in a client-facing environment and enjoys working on sophisticated individual, trust, gift, foundation, partnership, corporate, and international tax matters. The role offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families while collaborating with a multidisciplinary wealth management team. \n \n Responsibilities \n \n\n • Review complex individual income tax returns, including multi-state filings\n, • Oversee and review gift, trust, partnership, corporate, and private foundation tax returns\n, • Prepare and review quarterly tax projections, estimated tax calculations, and extensions\n, • Advise high-net-worth individuals and families on tax planning opportunities and financial matters\n, • Conduct tax research and develop solutions for complex tax issues\n, • Assist clients with tax notices, audits, and regulatory matters\n, • Support foreign tax reporting and compliance requirements\n, • Collaborate with wealth advisors, attorneys, investment professionals, and other members of the client service team\n, • Participate in special projects, including forensic accounting and matrimonial analyses\n, • Develop and maintain long-term client relationships while delivering an exceptional client experience\n\n \n Qualifications \n \n\n • CPA designation required\n, • 7+ years of high-net-worth tax preparation and review experience\n\n \n Required Skills \n \n\n • Strong experience with complex individual, trust, gift, partnership, and entity taxation\n, • Advanced tax planning and technical research capabilities\n, • Experience with CCH Axcess Tax, Income Tax Planner, and online tax research platforms\n, • Strong organizational skills with the ability to manage multiple priorities and deadlines\n, • Excellent communication and relationship-management skills\n, • Ability to thrive in a fast-paced, client-focused environment\n\n \n Preferred Skills \n \n\n • Busy Season Hours: Approximately 45 hours per week.\n, • Emphasis on maintaining reasonable non-billable hour expectations.\n, • Non-busy season 40 hours per week\n\n \n Pay range and compensation package \n \n\n • Base Salary: $200,000 - $220,000 + 10-20% Bonus\n, • Comprehensive benefits package includes:\n\n \n\n • Medical, dental, and vision coverage starting on day one\n, • 401(k) with employer match\n, • Flexible PTO\n, • Parental leave\n, • Professional development and continuing education support\n, • Commuter benefits\n, • Community engagement and volunteer opportunities\n\n \n Equal Opportunity Statement \n \n We are committed to diversity and inclusivity. \n

Legitimate TG Therapeutics job offers will only come from individuals whose email addresses end in @tgtxinc.com. TG Therapeutics only uses LinkedIn and our TG corporate website for job postings. TG Therapeutics does not use Flock or any other social media platforms other than LinkedIn. \n \n Organizational Overview: \n TG Therapeutics is a fully-integrated, commercial-stage, biopharmaceutical company focused on the acquisition, development, and commercialization of novel treatments for B-cell diseases. In addition to a research pipeline including several investigational medicines, TG has received approval from the United States Food and Drug Administration (FDA) for BRIUMVI (ublituximab-xiiy) in the US and European Commission. \n \n Position: \n We are seeking an Accounting Manager with a focus on tax accounting and compliance oversight. This role will serve as the internal point person coordinating with external tax advisors while maintaining ownership of supporting schedules, data integrity, and internal controls. In addition to income tax oversight, this individual will support state and local tax matters, VAT recovery, and management of tax notices. This role reports to the Assistant Controller and plays a key role in ensuring strong tax governance and compliance in a public company environment. \n \n Key Responsibilities: \n Income Tax Provision Oversight (ASC 740) \n\n • Own key tax provision support schedules, including trial balance tie-outs, permanent and temporary differences, deferred tax roll forwards, stock compensation, NOLs, credits, and other tax attributes.\n, • Manage the quarterly and annual ASC 740 provision process in coordination with the Company's external tax provision provider, including preparation and review of supporting data, evaluation of significant assumptions and tax positions, review of provision calculations, and resolution of identified issues.\n, • Review provision calculations, journal entries, and disclosures prepared\n, • Maintain valuation allowance support and deferred tax analysis\n, • Prepare and review tax-related footnote disclosures for Forms 10-Q and 10-K\n, • Maintain and enhance SOX controls over income taxes\n, • Prepare and review tax-related journal entries as part of the quarterly financial close.\n, • Manage equity compensation tax accounting, including ISO/NSO/RSU treatment and ASC 740-20 windfall/shortfall adjustments.\n\n \n Tax Compliance Coordination \n\n • Serve as primary internal contact for federal, state, and international filings.\n, • Review workpapers supporting tax returns.\n, • Monitor filing deadlines and ensure timely delivery of data.\n, • Monitor changing tax regulations and reporting requirements.\n, • Track NOLs, credits, and other tax attributes.\n, • Coordinate excise tax return preparation and review with external advisors.\n, • Support Puerto Rico and other jurisdiction-specific tax return filings.\n, • Coordinate Section 174 R&D capitalization analysis and R&D tax credit studies with external advisors.\n, • Coordinate federal and state estimated tax payments, extension requests, and cash tax tracking.\n, • Support effective tax rate (ETR) forecasting and cash tax projections for FP&A and earnings planning.\n\n \n Process Improvement & Controls \n\n • Own and improve tax processes, procedures, and documentation.\n, • Maintain and enhance SOX controls within a public company control environment.\n, • Drive automation and process improvements across provision and compliance workflows.\n, • Partner cross-functionally to improve tax data accuracy and reporting.\n, • Coordinate tax-related internal and external audit requests.\n, • Support tax projects and advisory engagements as business needs evolve\n\n \n State, International & Audit Support \n\n • Monitor nexus and state registration requirements; oversee state income/franchise and sales/use tax compliance; support SALT planning initiatives and credit opportunities.\n, • Oversee VAT recovery with third-party providers; track VAT receivables and coordinate with AP and international teams.\n, • Support transfer pricing documentation, intercompany policy review, and coordination with external advisors.\n, • Monitor and respond to federal and state tax notices; coordinate with external advisors on audits and inquiries; maintain documentation of resolutions and tracking logs.\n\n \n Qualifications: \n\n • 5+ years of tax accounting experience. (ASC 740 Required)\n, • Must have Big 4 Accounting experience – at least 2 years and preference to be at the Senior Associate Level (Public-company tax provision or financial reporting experience required)\n, • Experience operating in a public company SOX control environment, including design, execution and enhancement of internal controls.\n, • Biotech/Pharmaceutical industry experience preferred.\n, • Strong project management and coordination skills.\n, • Ability to effectively manage external advisors.\n, • Strong analytical and organizational skills.\n\n \n Education: \n\n • Bachelor’s degree in Accounting; CPA preferred.\n\n \n Applicants must be currently authorized to work in the United States on a full-time basis. The company does not sponsor employment visas for this position. \n \n TG Therapeutics is an equal employment opportunity employer, and does not discriminate on the basis of race, color, religion, gender, sexual orientation, gender identity or expression, age, disability, national origin, ancestry, genetic information, military or veteran status, pregnancy or pregnancy-related condition or any other protected characteristic.

🚀 Now Hiring: Tax Professionals | Remote, Hybrid & Onsite | $100K–$225K \n One of my top clients — a well-established, rapidly growing 80-person CPA firm — is expanding its tax division and looking for talented tax professionals at multiple levels. Flexible location options: fully remote, hybrid, or onsite. \n Two groups to choose from (or a blend of both): \n 🔹 Private Client Services (PCS) — Work directly with ultra-high-net-worth individuals and families on complex tax returns, planning, consulting, and estate/trust strategy. Ideal for someone who enjoys sophisticated, relationship-driven advisory work. \n 🔹 Business Tax Group — Handle partnership and corporate tax for complex, closely held and middle-market businesses. Great fit if you like variety across entity types and industries. \n The Partners will work with you to place you where your background and interests align best — whether that's one group, or exposure to both. \n Why this firm? \n ✅ Strong growth trajectory with real advancement opportunity \n ✅ Competitive compensation ($100K–$225K depending on level/experience) \n ✅ Flexible work arrangements \n ✅ Complex, engaging work — not cookie-cutter returns \n ✅ Supportive Partner group invested in your development \n Not the right fit or size? No problem — I work with hundreds of CPA firms nationwide, from boutique to large regional/national firms, and can help you explore options that match what you're looking for in terms of firm size, culture, and specialty. \n A quick note for anyone on the fence about public vs. private: \n If you're looking to stay challenged, keep growing technically, and want long-term job security, public accounting is genuinely one of the strongest paths in the profession. I talk to a lot of people who make the jump to industry expecting more balance or upside — and many find the grass isn't as green as it looked. \n 📩 Interested? Send me your resume and let's set up a quick call to discuss fit, compensation, and next steps confidentially.

We’re seeking an experienced Axiom Business Analyst with strong functional knowledge of AxiomSL (ControllerView) and regulatory reporting, specifically FR 2052a and FR Y-15. \n This role will focus on conducting a comprehensive GAP analysis of the current data environment against regulatory reporting requirements, identifying data deficiencies, defining sourcing requirements, and providing guidance around data mapping and transformation. \n \n Key Responsibilities: \n\n • Conduct “as-is” vs. “to-be” data analysis and identify missing fields, granularity issues, and data quality gaps\n, • Partner with Finance stakeholders to understand business processes and financial products\n, • Define data sourcing requirements across transactional, counterparty, collateral, and balance sheet data\n, • Translate complex Federal Reserve reporting requirements into clear BRDs and FRDs\n, • Develop detailed data mapping specifications from source systems into the Axiom ODS and consolidated data model\n, • Partner with data architects and upstream system teams to address data sourcing and transformation requirements\n, • Provide strategic guidance and drive regulatory reporting initiatives through completion\n\n Qualifications: \n\n • 10+ years of Business Analyst experience within Corporate & Investment Banking (CIB)\n, • Hands-on experience with AxiomSL / ControllerView\n, • Proven experience with at least one full lifecycle implementation of FR 2052a and/or FR Y-15 at a major banking institution\n, • Strong understanding of financial products and regulatory reporting data\n, • Experience conducting data gap analysis, data mapping, and data sourcing\n, • Proficiency with SQL, Power BI, and large data sets\n, • Strong analytical, problem-solving, and stakeholder management skills\n, • Bachelor’s degree in Computer Science, IT, Finance, Accounting, or a related field\n

We’re seeking a future team member for the role of Vice President, Sustainability Regulatory Strategy and Execution (Global) to join our Enterprise Sustainability team. This role is located in New York, NY. In this role, you will lead the translation of evolving sustainability regulations and disclosure frameworks into enterprise reporting strategy, governance, and execution. You will serve as a senior partner across Corporate Functions, driving high-quality, decision-useful disclosures, strengthening reporting readiness and controls, and influencing strategic responses to a rapidly changing regulatory environment. In this role, you’ll make an impact in the following ways: • Lead the regulatory strategy and execution agenda for sustainability reporting, shaping BNY’s approach to evolving requirements including CSRD ESRS E1, ISSB IFRS S2, ASRS AASB S2, TCFD, and related regulations, standards frameworks and guidance., • Drive end-to-end delivery of key sustainability regulatory workstreams, from regulatory interpretation and impact assessment through governance, implementation, and external disclosure., • Provide strategic advice to senior stakeholders on regulatory developments, implementation priorities, key risks, and business implications for BNY., • Oversee the development of high-quality narrative and quantitative disclosures across governance, strategy, risk management, metrics, and targets, ensuring consistency, transparency, and audit readiness., • Strengthen reporting governance, controls, documentation, and accountability frameworks to support traceability, assurance readiness, and sustainable execution at scale., • Partner across Sustainability, Finance, Risk, Legal, Compliance, Investor Relations, and other Corporate Functions to align priorities, resolve complex issues, and deliver coordinated outcomes., • Anticipate regulatory and execution risks, escalate issues appropriately, and drive practical, well-reasoned solutions in ambiguous or fast-evolving situations., • Identify and advance opportunities to enhance reporting quality, efficiency, and data integrity, including through process improvement, automation, and responsible use of AI-enabled tools., • Contribute to the development of team capability, operating discipline, and a strong culture of ownership, collaboration, and continuous improvement. To be successful in this role, we’re seeking the following: • Deep knowledge of sustainability reporting frameworks and regulations, particularly CSRD ESRS E1, ISSB IFRS S2, ASRS AASB S2, TCFD, California AB-1305, California SB-253 and SB-261, and the broader disclosure landscape affecting global banks. Prior experience implementing these disclosures is required., • Bachelor’s degree or equivalent experience in sustainability, finance, accounting, economics, public policy, law, or a related field; advanced degree preferred., • Significant experience in sustainability reporting, regulatory strategy, corporate disclosure, financial reporting, ESG governance, or a related discipline, ideally within financial services., • Strong understanding of banking business models, regulatory expectations, and sector-specific sustainability risks and reporting considerations., • Demonstrated ability to lead complex, cross-functional initiatives with a high degree of ownership, sound judgment, and executive presence., • Proven ability to interpret technical requirements and convert them into actionable governance, implementation, and reporting plans., • Excellent writing, analytical, and stakeholder management skills, with the ability to communicate clearly and influence senior audiences in a matrixed environment., • Experience enhancing controls, documentation, and assurance-ready reporting processes; familiarity with sustainability data, digital tools, and automation is preferred.

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Senior Vice President, Corporate Tax to join our team. This role is located in Jersey City, NJ. In-office requirement is four days. In this role, you’ll make an impact in the following ways: • Works with senior management roles to ensure that the appropriate corporate tax policies, methods, standards, processes, reporting and training are developed, applied and understood by impacted stakeholders., • Represents Corporate Tax in federal and state audit proceedings, works with tax, legal counsel and external accounting firms to gather facts and develop strategies to ensure compliance with SOX procedures., • Assembles, maintains and analyzes domestic and international tax information used in the preparation of various tax returns and quarterly estimated tax payments., • Performs complex research and analysis of the tax law, regulations and cases to provide senior management with recommendations and opinions by applying tax concepts. To be successful in this role, we’re seeking the following: • Bachelor's Degree or the equivalent combination of education and experience is required., • 10-12 years of total work experience is required., • Experience in tax compliance or accounting is preferred., • Extensive knowledge of corporate tax processes and in-depth knowledge of tax support requirements within a particular business/business partner area., • People Leadership requirement: Oversees, advises and guides less experienced Corporate Tax roles and may direct their work. At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

CFGI, founded in 2000, is a is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are seeking a strategic and execution-focused Managing Director in the Greater NYC area to support the growth of our FP&A Advisory team. \n \n \n \n Roles and Responsibilities: \n \n \n \n · The FP&A Managing Director is a key member of the Financial Planning and Analysis team and will help influence clients’ financial and business decisions. \n \n · Drive the growth of CFGI’s FP&A Advisory practice by developing go-to-market strategies and building strong client relationships. \n \n · Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision. \n \n · Help develop Finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets. \n \n · Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities. \n \n · Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions. \n \n · Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process. \n \n · Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace. \n \n \n \n Qualifications and Capabilities: \n \n \n \n · 12-15+ years of progressive experience in finance, preferably within a consulting or professional services environment. \n \n · A proven track record of generating new business and expanding client relationships is required. \n \n · Executive-level communication and stakeholder engagement skills, with the ability to influence senior leadership and drive change. \n \n · Entrepreneurial mindset, passion for client service, and commitment to building a high-impact consulting practice. \n \n · Advanced understanding of the FP&A function within a finance organization. \n \n · Extensive experience and understanding of three statement financials and associated modelling. \n \n · Significant engagement management experience as well as business, practice, and people development. \n \n · Ability to concurrently manage internal firm and external client requirements. \n \n · Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus. \n \n · Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial). \n \n · Experience with Finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus. \n \n · ERP technology understanding (SAP / Oracle / Workday, etc.). \n \n · Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients. \n \n · Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions. \n \n \n \n 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.

Senior Director, Patient Financial Services (Backend) Corporate East 42nd Street-Full-Time Days \n \n The Senior Director Patient Financial Services for the Mount Sinai Health System (MSHS) is responsible for hospital-based Billing and Accounts Receivable performance across the medical center. The Senior Director will report to the Vice President Patient Financial Services of the MSHS. \n The Senior Director is a key leader within the Patient Financial Services Management team, responsible for overseeing teams within the Patient Accounts department. This includes Billing, Cash application and reconciliation; Denial management and all aspects of Third-Party follow-up. The Senior Director is charged with ensuring accurate and timely billing, ensuring quality and productive handling of the Accounts Receivable, fostering and maintaining relationships with third party payers, and protecting and optimizing cash collections. The role plays a critical part in driving operational excellence, mentoring teams and supporting the financial health of the organization. \n Responsibilities \n\n • Direct daily operations of the teams under their control, and continually work towards reducing days in Accounts Receivable, increasing cash collections, reducing bad debt decreasing denials and eliminating write offs due to process issues.\n, • Ensures workflows align with revenue cycle best practices to reduce claim denials, improve cash collections and enhance clean claim rates.\n, • Develop and implement policies and procedures that promote efficiency, data integrity, and regulatory compliance (e.g. NYS, CMS).\n, • Monitor key performance indicators (KPI) such as initial and final denials, payer performance, staff productivity and quality touches, aged AR trends and billing lags.\n, • Collaborate with department such as coding, IT, clinical service areas and appeals to ensure seamless end-to-end revenue cycle performance.\n, • Lead, coach and mentor a team of managers, supervisors, and account representatives; oversee training, performance evaluations, and staff development.\n, • Maintain strong internal controls and audit readiness for all PFS processes.\n, • Supports organizational goals around cash collections and aged Accounts Receivable\n, • Utilize revenue cycle and EHR systems.\n, • Organizes routine meetings with health system business leaders and managed care to review payer issues and denials.\n, • Builds effective, collaborative relationships with key stakeholders across departments (e.g., DTP, Human Resources, Managed Care, Finance, and clinical departments)\n, • Collaborates with finance, managed care and DTP contributors to develop and operationalize optimal performance.\n, • Provides leadership and supports governance processes to result in effective, efficient, standardized, and compliant practices across the MSHS.\n, • Investigates and resolves denials and coordinates efforts to assist senior revenue cycle leaders with development of innovative strategies and solutions.\n, • Establishes and maintains strong working relationships with Revenue Cycle leaders, key stakeholders, hospital and department leaders and fosters a strong working relationship with key strategic partners.\n, • Maintains strong understanding of revenue performance metrics and payer mix and leads team in building plans to support operational departments to achieve best practice performance through strong analytical capabilities, process improvement identification, and technology enhancements.\n, • Maintains strong customer relationships with key strategic partners.\n, • Ensures appropriate functional strategic partners are engaged throughout the process.\n, • Monitors and provides regular reporting to senior management on key performance metrics (e.g., actual versus expected results for financial targets)\n, • Brings developing issues and recommended actions to the attention of senior leadership and governance committees.\n, • Develops, maintains, and ensures compliance with standardized policies, processes, and programs throughout the MSHS.\n, • Develops a high-performing team as measured through the achievement of benchmark process outcomes, audit and compliance results, financial goals, and employee satisfaction.\n, • Stays current with government regulations regarding patient access and insurance.\n, • Establish goals, objectives, and budgets for assigned areas, and monitors/manages to ensure achievement once approved.\n, • Ensures all HIPAA privacy and security standards are adhered to.\n, • Conforms to the established policies/ procedures/ processes/ Standards of Behavior and ensures assigned staff do so as well.\n, • Performs other duties as assigned.\n\n \n Qualifications \n Education \n\n • Bachelor's degree in finance or Business-related field; Masters preferred\n\n Experience \n\n • 10 years of progressively responsible experience in patient accounts that includes experiences in third party billing rules, follow-up techniques, denial management and team building\n, • Extensive demonstrated success in a finance department in a large not-for-profit/academic health system facility or corporate environment.\n, • Excellent interpersonal skills, experience with making presentations to, and dealing with senior management and other C-suite leaders.\n, • Financial management skills, including the ability to analyze financial data for operations, budgeting, auditing, forecasting, accounting, AR and reserve analysis, market analysis, staffing, and financial reporting.\n, • Strong leadership skills to motivate cross-departmental teams? performance towards excellence using team concepts and consensus-building management styles.\n, • Advanced/ effective interpersonal, written/ verbal communication, and presentation skills, along with the ability to communicate complex finance concepts to others without a finance background.\n, • Demonstrated ability to engage in positive, powerful persuasion with individuals or groups with diverse opinions and/ or agendas, leading to outcomes that meet identified goals.\n, • Ability to analyze and resolve complex problems necessary to develop and administer multifaceted revenue processes, regardless of whether issues originate in an area under direct or indirect control.\n, • Ability to enlist cooperation and build teams committed to carrying out initiatives in environments that may be resistant to change and not under the incumbent's direct authority.\n, • Ability to translate key performance indicator levels into a finance-based business case, then design, implement, and manage more effective/ efficient processes.\n, • The ability to maintain a high level of positive energy/ creativity during periods of elevated work demands.\n, • Ability to prioritize multiple objectives in a rapidly changing environment and deliver quality outcomes.\n, • Ability to develop and maintain effective relationships at all levels throughout the organization.\n, • Strong Leadership skills.\n\n \n Working Conditions \n\n • Corporate office environment in an academic health system.\n\n ,518 - PFS 633 Third Avenue - MSH, Mount Sinai Hospital \n

Are you looking for an opportunity to step into a highly visible Tax Director role at an Asset Management firm in NYC? \n \n We are partnering with an established Asset Management organization in NYC that is seeking a Tax Director to join its tax team. This position offers direct exposure to senior leadership and reports to an accomplished Head of Tax who is recognized for being both technically strong and an exceptional mentor. \n \n This is an ideal opportunity for a tax professional who enjoys working in a collaborative environment, partnering across departments, and contributing strategically to a growing organization. Given the lean size of the team, personality, communication skills, and the ability to build strong relationships are just as important as technical expertise. \n \n What You'll Do \n\n • Oversee the review of quarterly and annual income tax provision calculations and related financial statement disclosures (ASC 740)\n, • Manage the review process for federal, state, and local tax compliance prepared by external service providers\n, • Coordinate and respond to federal, state, and local tax examinations, audits, and inquiries\n, • Assist with identifying, developing, and implementing tax planning opportunities and strategic initiatives\n, • Partner closely with finance, legal, operations, and external advisors on a variety of tax-related matters\n, • Support special projects, transactions, and business initiatives as the organization continues to grow\n, • Provide insights and recommendations to senior leadership on tax-related issues and opportunities\n\n \n Why This Opportunity? \n\n • Work directly with an experienced and highly respected Head of Tax\n, • Gain meaningful exposure to executive leadership and key stakeholders\n, • Broad and diverse tax responsibilities with both compliance and strategic planning components\n, • Collaborative culture with strong visibility across the organization\n, • Opportunity to make a tangible impact within a lean, high-performing team\n\n \n Qualifications \n\n • 10+ years of tax experience, including corporate income tax compliance (Form 1120) and income tax provision experience (ASC 740)\n, • Experience gained within public accounting and the financial services industry\n, • Excellent communication, analytical, and relationship-building skills\n\n \n Days in office: \n\n • 4 days per week\n

\n About the Company \n \n \n Our client, an established consumer goods company, is looking for an Accounting Manager to lead day-to-day accounting operations and keep financial records accurate, complete, and well controlled. You will manage a team of staff accountants, work closely with leaders across the business, and report to a senior member of the corporate accounting team. \n \n \n About the Role \n The Accounting Manager will lead day-to-day accounting operations, manage a team of staff accountants, and ensure financial records are accurate, complete, and well controlled while partnering with leaders across the business and reporting to a senior member of the corporate accounting team. \n \n \n Responsibilities \n\n • Support the month-end close, including review of reconciliations, journal entries, and supporting documentation\n, • Own inventory accounting, including periodic adjustments\n, • Manage accounting for prepaid expenses, leases, other assets, payroll-related costs, operating expenses, other income and expense, and fixed assets\n, • Review new customer and vendor setups and pricing in the company's ERP system\n, • Assist in preparing monthly and quarterly financial statements, including cash flow and equity\n, • Analyze period-over-period variances and explain key business drivers\n, • Respond to inquiries from accounting teams across the organization and support special projects for finance leadership\n, • Help coordinate internal and external audits\n, • Identify process improvements, recommend changes to management, and see them through\n\n \n \n Qualifications \n\n • Bachelor's or Master's degree in accounting\n, • 5+ years of progressive accounting experience, including supervisory experience\n, • Consumer goods or related industry experience\n, • Strong knowledge of US GAAP and financial reporting\n, • SAP proficiency and advanced Excel skills\n\n \n \n

COMPANY OVERVIEW \n Our client is a sophisticated, privately held global family office and professional services organization with operations across North America and Europe. The organization supports the financial, investment, tax, trust, and broader administrative needs of a multi-generational family and its related entities. \n \n The organization operates in a highly collaborative, service-oriented environment where discretion, accuracy, and long-term relationships are critical. The U.S. team works closely with colleagues across a broader global platform, providing employees with exposure to complex financial matters and the opportunity to work alongside experienced professionals across multiple disciplines. \n \n POSITION SUMMARY \n The Associate Financial Controller is a newly created position within the Finance and Tax function, established to provide additional oversight and support across financial reporting, accounting, and tax operations. \n \n The role will support the Financial Controller across fund and trust accounting, corporate accounting, payroll, and financial reporting, while also partnering with the tax function on compliance services for family clients. \n \n The position is approximately 65% Financial Controlling and 35% Tax and combines hands-on accounting and tax responsibilities with process improvement, systems enhancements, and coordination across U.S. and international operations. \n \n The successful candidate will bring strong accounting and tax technical capabilities, exceptional attention to detail, sound judgment, discretion, and a service-oriented mindset. This individual will interact with internal colleagues, clients, family members, and external accounting partners and will provide important coverage across both accounting and tax functions. \n \n KEY RESPONSIBILITIES \n Client & Fund Accounting \n\n • Support accounting for trust and investment structures, including the accurate allocation and distribution of income, gains, and expenses across 200+ client trust accounts.\n, • Maintain client accounting records and ensure accurate reporting and reconciliations across multiple financial systems.\n, • Assist with trust account contributions, distributions, rebalancing, and asset allocation.\n, • Prepare trust tax schedules, financial schedules for audits and regulatory examinations, and quarterly reporting packages.\n, • Maintain underlying financial data supporting regulatory reporting and external audits.\n, • Support accurate daily accounting operations, compliance with applicable accounting standards, and timely financial reporting.\n\n \n Corporate Accounting, Payroll & Benefits \n\n • Support corporate accounting, budgeting, and banking activities for U.S.-based entities.\n, • Assist with daily cash reporting, bank reconciliations, monthly account analysis, budgeting, and reporting to international stakeholders.\n, • Partner with internal advisors to provide financial analysis supporting clients.\n, • Assist with payroll administration and related reporting and tax filings.\n, • Support the administration of employee benefit programs.\n\n \n Tax Compliance & Planning Support \n\n • Assist with the preparation of complex federal and state tax returns for individuals, trusts, foundations, partnerships, corporations, S corporations, and LLCs.\n, • Coordinate with clients, colleagues, and outside advisors to gather and maintain financial and tax information.\n, • Maintain records supporting tax-loss harvesting and trust distribution planning strategies.\n, • Assist with quarterly federal and state estimated tax payments.\n, • Prepare domestic payroll reports and forms for clients.\n, • Prepare drafts of annual gift tax returns, FBARs, and reports of foreign gifts.\n, • Coordinate with international colleagues to obtain required financial and tax information.\n, • Partner with an external accounting firm responsible for final review and filing of tax returns.\n\n \n Systems & Process Improvement \n\n • Maintain accurate and complete client financial and tax records.\n, • Update internal systems supporting tax filings, accounting, and client reporting.\n, • Maintain client files in coordination with external accounting partners.\n, • Identify opportunities to improve accounting and tax processes, controls, workflows, and systems.\n, • Support continued alignment and information sharing across U.S. and international operations.\n\n \n EDUCATION & EXPERIENCE \n\n • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Tax, or a related field.\n, • CPA or equivalent professional designation.\n, • 5+ years of finance/accounting experience, preferably within an international professional services environment.\n, • Knowledge of accounting, taxation, bookkeeping, and banking.\n, • Strong Excel, QuickBooks, and Microsoft Office skills.\n, • Experience leveraging AI and automation within business processes and workflows.\n, • Strong communication skills with demonstrated integrity, prudence, discretion, and attention to detail.\n, • Continuous improvement mindset.\n\n \n SE#510821859

About Revolut \n \n People deserve more from their money. More visibility, more control, and more freedom. Since 2015, Revolut has been on a mission to deliver just that. Our powerhouse of products — including spending, saving, investing, exchanging, travelling, and more — help our 80+ million customers get more from their money every day. \n \n As we continue our lightning-fast growth, 2 things are essential to our success: our people and our culture. In recognition of our outstanding employee experience, we've been certified as a Great Place to Work™. So far, we have 13,000+ people working around the world, from our offices and remotely, to help us achieve our mission. And we're looking for more brilliant people. People who love building great products, redefining success, and turning the complexity of a chaotic world into the simplicity of a beautiful solution. \n \n About the role \n \n The Finance team keeps Revolut moving with clarity and confidence. From accounting to strategic support, they work across the business to assess risk, guide decisions, and drive growth. Their insight shapes everything from daily operations to long-term plans and plays a key role in how we scale. \n \n We're looking for a Head of Accounting to develop end-to-end accounting processes in the US. You'll oversee local tax and regulatory reporting processes to create a fully integrated financial reporting framework. \n \n Up to shape what's next in finance? Let's get in touch. \n \n What you'll be doing \n\n • Enhancing the month-end close process to be faster and more efficient by leveraging automation\n, • Managing and automating the daily reconciliation process, and creating core accounting documentation across entities\n, • Establishing processes and leveraging AI and automation tools for monthly and quarterly flux and business driver analysis in financial statements\n, • Building out the accounting infrastructure required to report both GAAP and IFRS accounting for a US regulated bank and holding company\n, • Supporting SOX implementation and managing external auditor requests for year-end and quarterly reviews\n, • Building team member skills and knowledge to improve operational leverage\n, • Providing accounting guidance on new product developments or launches\n, • Ensuring financial reporting remains compliant with US GAAP and local regulatory standards\n\n \n What you'll need \n\n • 8+ years of experience in corporate accounting or financial control roles within banking or financial services, including building out processes for new products\n, • An active or inactive CPA qualification\n, • Expertise in US GAAP and the month-end close process within a complex organization\n, • Proficiency in Oracle NetSuite or similar enterprise-level ERP systems\n, • A structured and logical approach to solving complex reconciliation and reporting issues\n, • The ability to work independently and meet deadlines in a fast paced environment\n, • Excellent communication skills\n, • To be able to work from the office in New York 2–3 days per week (this is a hybrid role)\n\n \n Nice to have \n\n • Experience at a Big 4 accounting firm\n, • Familiarity with IFRS accounting\n, • Knowledge of SOX compliance and internal control frameworks\n\n \n Compensation range \n\n • New York: $162,500 - $225,800 gross annually*\n, • Other locations: Compensation will be discussed during the interview process\n\n *Final compensation will be determined based on the candidate's qualifications, skills, and previous experience \n

Strategic Finance Lead | High Growth Fintech | New York \n \n About the Company \n \n We're a high-growth technology business building a global platform that helps organisations manage digital transactions and payments more effectively. \n \n The business is scaling internationally, with a growing customer base and increasingly sophisticated commercial and operational model. Finance has a genuine influence on how the business grows, allocates capital and evaluates new opportunities. \n \n The Role \n \n We're looking for a Senior Strategic Finance professional to become a key Finance partner across the company's highest-priority growth initiatives. \n \n You'll work closely with senior leadership across Revenue, Product, Business Development and Corporate Development, owning analysis that informs commercial decisions, product investment, partnerships, M&A and strategic initiatives. \n \n This is a role for someone who wants to move beyond reporting and become a genuine strategic partner to the business. \n \n What You'll Do \n\n • Partner with senior leaders across Revenue, Product, Business Development and Corporate Development.\n, • Own budgeting, forecasting and long-range financial planning.\n, • Build financial models covering revenue, margins, unit economics, valuation and scenario analysis.\n, • Evaluate strategic partnerships, pricing models, new products and investment opportunities.\n, • Support M&A and build / buy / partner decisions.\n, • Partner with Revenue leadership on sales planning, pipeline, bookings and customer economics.\n, • Build business cases for investments, organisational changes and strategic initiatives.\n, • Prepare executive reporting and strategic planning materials.\n, • Translate complex analysis into clear recommendations for senior leadership.\n, • Work cross-functionally with Finance, Accounting, Legal, Tax, Treasury, Data, Product and GTM.\n, • Improve reporting, modelling and analytical processes through automation and AI.\n\n \n What You'll Bring \n\n • 5+ years of experience across Strategic Finance, FP&A, Corporate Development, Investment Banking and/or Private Equity.\n, • Experience in a fast-paced, high-growth technology, fintech, payments, SaaS or financial services business.\n, • Strong financial modelling and scenario-planning skills.\n, • Experience with revenue modelling, unit economics, valuation, investment cases or M&A.\n, • Strong commercial judgement and the ability to turn analysis into clear recommendations.\n, • Experience partnering with senior leadership and influencing cross-functional stakeholders.\n, • Strong executive communication and presentation skills.\n, • Ability to work independently and take ownership of ambiguous projects.\n, • Advanced Excel / Google Sheets and PowerPoint / Google Slides skills.\n, • Comfortable using AI tools to improve analysis, research and workflows.\n\n \n Backgrounds of Interest \n We're particularly interested in candidates from: \n\n • Fintech and payments\n, • Financial services\n, • B2B SaaS\n, • Financial software\n, • High-growth technology\n, • Investment banking / Private Equity\n, • Big 4 / Transaction Advisory\n\n \n Experience in subscription, payments or transaction-driven businesses is particularly relevant. Familiarity with digital assets, crypto or financial infrastructure is a plus. \n \n You'll Thrive Here If... \n\n • You want to influence decisions rather than simply report on them.\n, • You enjoy solving ambiguous problems and building models from scratch.\n, • You like working across Finance, Product, Revenue and Strategy.\n, • You're comfortable working directly with senior leadership.\n, • You take ownership and operate with limited oversight.\n, • You're interested in using AI as part of your everyday Finance toolkit.\n\n \n Compensation & Benefits \n \n Competitive compensation package including healthcare, 401(k) matching, paid parental leave, generous vacation and professional development support. \n Base salary: $140,000 - $185,000, with total compensation determined by experience, skills and qualifications. \n

Trident Consulting is currently seeking an ”AV Support Technician" for one of our clients in "New York, NY(Onsite)". A global leader in business and technology services. \n \n Role: AV Support Technician \n Location: NYC, NY(Onsite) \n Type: W2 Contract \n \n Required Skills: \n\n • 5+ years of experience in IT/AV support, with a strong focus on conference room and meeting-space AV.\n, • Hands-on experience with Logitech Rally products, including Rally Bar, Rally Bar Mini, cameras, speakers, and microphones.\n, • Hands-on experience with Neat Bar Pro or similar all-in-one video conferencing systems.\n, • Experience configuring and troubleshooting room scheduling displays.\n, • Strong hands-on experience troubleshooting Google Meet hardware and software.\n, • Demonstrated experience building and troubleshooting conference rooms from the ground up.\n, • Experience with mounting, cabling, configuration, provisioning, and testing AV equipment.\n, • Hands-on experience operating live event AV equipment, including video switchers, audio mixing consoles, and streaming/recording encoders.\n, • Working experience with Q-SYS or similar audio DSP/control platforms.\n, • Experience independently supporting the technical operation of live corporate events, All-Hands meetings, town halls, or similar productions.\n\n \n About Trident Consulting \n Trident Consulting is an award-winning staffing and consulting firm headquartered in San Ramon, CA. Since 2005, we’ve partnered with Fortune 500 and high-growth companies to deliver high-quality talent across technology, engineering, business operations, and professional services. \n \n We specialize in contract, contract-to-hire, and direct hire placements, supporting roles across IT, data & analytics, cloud, cybersecurity, finance & accounting, HR, operations, and more. With a strong focus on hard-to-fill and niche positions, our global recruiting engine enables us to deliver speed, quality, and scale.

Job Description About Financial Edge Do you have a passion for finance? Do you enjoy teaching your juniors or are you an experienced trainer? Then read on. Financial Edge specializes in developing the technical skills of finance professionals through a combination of classroom training and eLearning products. Chosen by the world’s top investment banks to deliver their new hire training from interns to associates, last summer alone we taught over 9,000 participants across 4 continents. We are a small, friendly and ambitious team, bringing multi-format content design for unparalleled participant engagement in and out of the classroom. We focus on equipping participants with hands-on practical skills. All of our training, be it live or e-delivered, is centered around case studies and client-specific solutions. The integration of technology into every program helps to create individualized learning paths, taking participants’ experience and desk needs into account. We are looking for Instructors to join our associate team. We are looking for expertise in corporate finance, markets, asset management, equity research, risk management and corporate banking. We offer competitive rates, regular trainer teach-ins and the opportunity to work with some of the brightest new hires in finance. Role Description • Deliver up to 50 days of training per annum to classes of between 5 and 150 people, • Design and develop new specialist training courses, including e-learning, in topics cross all banking divisions, • Build relationships with leading investment banks and hedge fund clients across the world, • Frequent international travel Essentials • Be available during our busy season from June through to end of August, • Significant experience in the financial services sector be it banking, consulting or accounting, • Training experience both in class and virtual, • Proficient in Excel, • Excellent analytical skills, • Be confident in presenting and possess excellent communication skills, • Degree educated or equivalent experience, • A real passion for finance

Job Description Job Summary Due Diligence Lead Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Remote | New York, NY, United States Due Diligence Lead – Initio Capital Location: New York, NY Employment Type: Full-Time Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Due Diligence Lead position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with leadership roles in due diligence and strategic investments. Actual openings vary depending on employer needs. For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment Position Overview The Due Diligence Lead at Initio Capital plays a crucial role in driving strategic corporate decisions through the management and execution of the due diligence process across various investments, acquisitions, and partnership opportunities. This role will lead the due diligence efforts for complex transactions, collaborating with cross-functional teams to ensure thorough analysis and risk assessment, ultimately enabling informed decision-making for senior leadership. You will coordinate financial, legal, operational, and market assessments to evaluate the viability of deals and ensure they align with the organization’s strategic objectives. Key Responsibilities Lead and Manage Due Diligence: Oversee the due diligence process from initiation to execution for key transactions, including mergers, acquisitions, investments, and joint ventures. Cross-Functional Leadership: Partner with internal teams (finance, operations, legal, etc.) and external advisors to gather critical information, identify risks, and assess the strategic fit of target companies. Risk and Opportunity Assessment: Identify potential financial, operational, and market risks, and work to mitigate them. Highlight growth opportunities and strategic synergies. Financial and Operational Analysis: Evaluate financial statements, business models, and operational structures to determine the target's financial health and viability. Reporting and Presentation: Prepare and present comprehensive due diligence reports and risk assessments to senior management, offering actionable insights for decision-making. Transaction Structuring: Work with finance and legal teams to help structure transactions that balance risk and value creation. Post-Transaction Integration: Assist in planning and coordinating post-merger integration strategies to ensure smooth transitions. Market Research & Competitive Analysis: Conduct market assessments to understand the competitive landscape and assess the target's positioning in the market. Vendor and External Relationship Management: Manage external consultants, auditors, and advisors, ensuring that deliverables meet the highest standards of quality and timeliness. Continuous Improvement: Promote best practices in due diligence by continuously refining processes, documentation, and tools. Preferred Qualifications Bachelor’s or Master’s degree in Finance, Economics, Business, Accounting, or a related field. 5+ years of experience in due diligence, mergers and acquisitions, corporate development, or related areas. At least 2 years in a leadership capacity managing due diligence processes. Proven track record of managing complex due diligence processes for mergers, acquisitions, or investments. Strong understanding of financial modeling, valuation techniques, and corporate finance principles. Exceptional analytical skills, with the ability to digest complex data and provide clear, concise recommendations. Project management experience, with the ability to prioritize tasks, manage tight deadlines, and collaborate across functions. Excellent written and verbal communication skills for preparing reports, presenting findings, and interacting with senior stakeholders. Strategic mindset with an ability to assess market trends, industry dynamics, and competitive forces. Strong attention to detail and a focus on delivering high-quality work. Experience in post-transaction integration and managing organizational change is a plus. Knowledge of legal and regulatory frameworks involved in mergers and acquisitions is an asset. About the Career Launch AI Talent Network The Career Launch AI Talent Network provides job seekers with tools and resources to pursue Due Diligence Lead opportunities, including: Skills-based role matching Assistance with resume customization General guidance on outreach to hiring teams Interview preparation for strategic and transaction-focused assessments To learn more or express interest in due diligence and corporate development roles, visit: https://initiocapital.com/assessment

A leading, nationally scaled real estate investment and management platform is seeking a Senior Corporate Accountant to join its Corporate Accounting team in New York City. \n \n This is an excellent opportunity for an accounting professional with 6–10 years of experience who wants exposure to complex corporate accounting, financial reporting, and cross-functional work within a large, vertically integrated real estate organization. \n \n What You’ll Do: \n • Support monthly, quarterly, and annual financial close and reporting \n • Prepare journal entries, complex reconciliations, and allocations \n • Assist with GAAP and performance reporting for the management company and related entities \n • Support consolidations, intercompany eliminations, entity rollups, and consolidated reporting \n • Perform budget-to-actual and variance analysis \n • Prepare audit schedules and coordinate with external auditors \n • Track management company revenue and collections \n • Review and code invoices and process wire transfers \n • Support budgeting and reporting for affiliated, non-real estate entities \n • Partner closely with Asset Management, Treasury, Acquisitions, Tax, Strategic Planning, and other internal teams \n • Assist with special projects and accounting/finance efficiency initiatives \n \n What We’re Looking For: \n • 6–10 years of relevant accounting experience \n • Experience within a management company; real estate experience strongly preferred \n • Public accounting experience preferred \n • Bachelor’s degree in Accounting, Finance, or related field \n • CPA preferred \n • Strong GAAP reporting and analytical skills \n • Experience with reconciliations, close, allocations, and financial reporting \n • Excellent attention to detail and organization \n • Strong communication and relationship-building skills \n • Ability to manage multiple priorities in a fast-paced environment \n \n If you're a Senior Accountant, Corporate Accountant, or accounting professional coming from a real estate or public accounting background and are open to exploring a new opportunity, feel free to reach out.

Position Overview: \n The Senior Associate, Fund Accounting will oversee accounting and financial reporting across a group of real estate funds, including new vehicles in capital formation. This is a high-impact role for someone who enjoys owning fund reporting from start to finish and partnering with teams across the firm. \n \n Key Responsibilities: \n\n • Own accounting and reporting for new investment vehicles as they raise capital\n, • Manage capital calls, distributions, and cash across funds\n, • Apply the terms of partnership agreements and side letters to fund calculations and allocations\n, • Prepare waterfall and management fee calculations and review investor capital accounts\n, • Maintain the general ledger and ensure accurate bookings across multiple funds\n, • Produce financial statements and quarterly investor reporting\n, • Lead the annual audit and work with external tax and audit advisors\n, • Partner with investment, legal, investor relations, and corporate teams on new deals and ongoing needs\n\n \n Qualifications: \n\n • Bachelor's degree in Accounting, Finance, or a related field\n, • 3-8 years of fund accounting and financial reporting experience with real estate funds\n, • Working knowledge of partnership agreements, waterfalls, and investor capital accounts\n, • Experience preparing financial statements and managing audits\n, • Advanced Excel skills\n, • CPA with a combination of public accounting and private industry experience preferred\n

\n About the Company \n \n \n A leading global investment management firm is seeking a Vice President, Alternatives Fund Controller to join its expanding alternatives finance organization. \n \n \n About the Role \n \n \n The position will have primary responsibility for the accounting, financial reporting, and control environment supporting a portfolio of sophisticated private credit and alternative investment vehicles. The role will focus heavily on evergreen and open-ended fund structures, including strategies spanning private credit, real estate, specialty finance, structured investments, and other less-liquid assets. This is a highly visible opportunity for an experienced fund accounting professional to work across Finance, Investments, Operations, Tax, Legal, and Compliance while helping build infrastructure for a growing alternatives platform. \n \n \n Responsibilities \n \n \n\n • Take ownership of the financial oversight and accounting activities for a portfolio of complex alternative investment vehicles.\n, • Review and approve NAVs, investor allocations, fee calculations, capital activity, and other key fund accounting deliverables.\n, • Provide oversight of external fund administrators and ensure deliverables meet established accuracy, timeliness, and control standards.\n, • Review quarterly and annual financial statements, investor reporting packages, and supporting schedules.\n, • Direct the monthly and quarterly close processes and ensure reporting deadlines are consistently achieved.\n, • Assess the accounting and financial reporting implications of complex investments, including private credit, real estate, structured products, and other illiquid assets.\n, • Analyze customized fee arrangements and develop appropriate processes and controls to ensure accurate calculations across investors and distribution channels.\n, • Monitor fund liquidity and cash activity, including subscriptions, redemptions, capital calls, distributions, and other significant cash movements.\n, • Collaborate with investment professionals on transactions and new investments to determine appropriate accounting and reporting treatment.\n, • Coordinate external audits, regulatory reporting, and other financial compliance activities.\n, • Act as a senior finance partner to internal teams including Corporate Accounting, Treasury, Tax, Legal, Compliance, Operations, and Product teams.\n, • Establish strong governance around third-party providers, including performance monitoring, issue resolution, and service-level management.\n, • Identify opportunities to streamline fund finance processes, strengthen controls, mitigate operational risk, and improve scalability through technology and automation.\n, • Participate in the implementation of new investment products, fund launches, structural changes, and other strategic initiatives.\n, • Serve as a senior subject matter expert on fund accounting matters and provide guidance to internal stakeholders on complex issues.\n\n \n \n Qualifications \n \n \n\n • 8–15 years of relevant experience in fund accounting, audit, financial reporting, or investment management finance.\n, • Strong background working with alternative investment vehicles, preferably within private credit, private markets, or other complex investment strategies.\n, • Experience with evergreen, open-ended, or hybrid fund structures highly desirable.\n, • Demonstrated ability to manage relationships with fund administrators and other external service providers.\n, • Strong knowledge of US GAAP and investment company accounting.\n, • Experience with complex investment accounting, including private credit, structured investments, real estate, or other alternative assets.\n, • Experience managing audits, financial reporting cycles, and regulatory requirements.\n, • Excellent analytical and organizational skills with the ability to manage multiple priorities in a fast-paced environment.\n, • Strong communication skills and the ability to work effectively with senior investment, finance, and operational stakeholders.\n, • Demonstrated ownership mentality and ability to independently resolve complex accounting and operational issues.\n, • Interest in leveraging automation, data, and emerging technologies to improve finance processes.\n, • Bachelor’s degree in Accounting, Finance, or a related discipline required.\n\n \n \n Required Skills \n \n \n\n • Relevant experience in fund accounting, audit, financial reporting, or investment management finance.\n, • Background working with alternative investment vehicles.\n, • Knowledge of US GAAP and investment company accounting.\n, • Experience with complex investment accounting, including private credit, structured investments, real estate, or other alternative assets.\n, • Analytical and organizational skills with the ability to manage multiple priorities in a fast-paced environment.\n, • Strong communication skills and ability to work effectively with senior stakeholders.\n, • Ownership mentality and ability to independently resolve complex accounting and operational issues.\n, • Interest in leveraging automation, data, and emerging technologies to improve finance processes.\n\n \n \n Preferred Skills \n \n \n\n • CPA strongly preferred.\n, • Big Four or other leading public accounting experience preferred.\n, • Prior experience supporting investment funds.\n, • Exposure to private credit, real estate finance, specialty finance, or other complex alternative investment strategies.\n\n \n

Real Estate Development Accountant | Queens, NY| On-site \n EqualAccess (on behalf of a confidential client) \n \n The Role \n This is an accounting role at a real estate development firm based in Queens. The client operates in the development space, and they are looking for someone who understands the financial mechanics of real estate projects from the ground up, not just general ledger maintenance or corporate accounting. \n This is a hands-on seat. The person who succeeds here will be comfortable working close to the deals, the draws, the lenders, and the numbers that actually drive development decisions. This is not a passive reporting role, and it is not a large-team environment where work gets handed off between layers of staff. \n \n What This Role Is, and Is Not \n This role is: \n\n • A core accounting function embedded in an active real estate development operation\n, • Responsible for project-level financial tracking, reporting, and compliance\n, • A role requiring familiarity with construction draws, equity waterfalls, or development cost accounting\n, • A position with real visibility into how deals are structured and funded\n\n \n This role is NOT: \n\n • A corporate or public accounting role with standardized, repeating cycles\n, • A fit for someone who has only worked in audit or tax without development exposure\n, • A high-headcount environment with defined handoffs and support layers\n, • A remote or hybrid position\n\n \n Required Experience & Traits \n\n • Solid background in real estate development accounting, specifically at the project level, not just fund or asset management accounting\n, • Familiarity with construction loan draws, lender reporting, and cost tracking against project budgets\n, • Comfort working with ownership and project management directly, without a large finance team around you\n, • Strong command of general ledger, job costing, and period-end close in a development context\n, • Ability to manage multiple projects simultaneously without losing precision on any of them\n, • A degree is standard for this role, but direct experience in real estate development accounting matters more than where you went to school\n\n \n Key Responsibilities \n Project Accounting & Cost Tracking \n\n • Maintain accurate project-level books across the development portfolio, tracking costs against approved budgets\n, • Process and reconcile construction draws, flagging discrepancies early and keeping lender documentation complete\n\n Financial Reporting \n\n • Prepare internal financial reports for ownership and project stakeholders, presenting a clear picture of where each project stands\n, • Support preparation of financial statements and schedules required by lenders, investors, or partners\n\n Compliance & Audit Support \n\n • Maintain documentation and records in line with lender, investor, and regulatory requirements\n, • Coordinate with external auditors and tax preparers, providing clean workpapers and timely responses\n\n Budgeting & Forecasting \n\n • Assist in building and updating project pro formas and cash flow projections as development timelines evolve\n, • Flag budget variances and work with the development team to understand and address the root cause\n\n Systems & Process \n\n • Work within existing accounting systems and, where appropriate, recommend improvements to how costs and reporting are tracked across the portfolio\n\n \n Compensation \n\n • Base salary: $135,000 - $170,000\n, • Total compensation details to be discussed during the interview process\n\n \n Why EqualAccess \n EqualAccess partners with best-in-class organizations and supports candidates beyond placement. Every candidate we place receives 3 months of post-hire coaching and career support, ensuring long-term success and growth.

About the Role \n We are seeking a Senior Analyst, Corporate Accounting to support corporate accounting, financial reporting, close, reconciliations, and internal controls within a complex organization. This role will partner across Finance and Accounting while helping improve processes, support ERP transformation, and identify automation opportunities. \n \n Key Responsibilities \n\n • Lead purchase order and invoice-related accounting activities, including accrual reviews, supporting documentation, and policy compliance.\n, • Prepare and post complex journal entries and monthly accruals related to intercompany, legal reserves, facilities, cash, restructuring, prepaids, and other corporate activities.\n, • Own assigned BlackLine reconciliations, ensuring timely certification, proper support, and resolution of reconciling items.\n, • Perform balance sheet and P&L variance analysis and prepare explanations for management reporting.\n, • Review journal entries and reconciliations prepared by offshore accounting teams and provide guidance as needed.\n, • Partner with FP&A, Treasury, Tax, Legal, Payroll, and other stakeholders to ensure accurate accounting treatment under U.S. GAAP.\n, • Support monthly and quarterly close, reporting packages, recurring documentation, and audit requests.\n, • Maintain compliance with accounting policies, SOX requirements, and internal controls.\n, • Identify opportunities to improve close procedures, reconciliations, and recurring accounting processes.\n, • Support ERP implementation and optimization initiatives, including testing, requirements gathering, process design, and post-implementation support.\n, • Contribute to cross-functional accounting and finance transformation projects.\n, • Identify practical AI and automation opportunities that reduce manual work and improve data quality while maintaining appropriate controls.\n\n \n Qualifications \n\n • Bachelor’s degree in Accounting, Finance, or a related field.\n, • 4+ years of progressive accounting, financial reporting, audit, or public accounting experience.\n, • CPA or CPA-track preferred.\n, • Experience within a publicly traded company, multinational organization, Big 4, or public accounting environment preferred.\n, • Strong knowledge of U.S. GAAP, month-end close, account reconciliations, financial statement analysis, SOX, and internal controls.\n, • Advanced Excel skills with strong analytical and problem-solving abilities.\n, • Strong communication, project-management, and stakeholder-management skills.\n, • Ability to manage multiple priorities in a fast-paced environment.\n\n

Majority Remote - Senior Accountant – NYC! \n \n A growing, private equity-backed company at the intersection of consumer products and design is looking for a Senior Accountant. This is an excellent opportunity for an early-career accounting professional to take on significant responsibility within a growing organization and gain exposure to both core accounting and broader financial analysis, as you’ll work hand in hand with the CFO and VP Finance. \n \n This person will play an important role in strengthening the company's accounting infrastructure as the business continues to grow. The position will be hands-on and involve month-end close, reconciliations, journal entries, and financial reporting, while also providing exposure to process improvement, multi-entity accounting, and other strategic finance initiatives. \n \n The ideal candidate will have strong accounting fundamentals, excellent attention to detail, and the ability to operate independently in a fast-moving environment. This role is particularly well suited for someone coming from a strong public accounting or corporate accounting background who is looking to take on broader ownership within an operating company. \n \n The company is based in Midtown and only requires 1 day in office per week! \n \n Responsibilities: \n\n • Support the monthly close process, including journal entries, account reconciliations, accruals, and preparation of financial schedules\n, • Assist with accounting activities across multiple entities and support the consolidation and reporting process\n, • Maintain accurate general ledger accounts and investigate and resolve discrepancies in a timely manner\n, • Support accounts payable and accounts receivable activities, including invoice review, payment processing, cash application, and account reconciliation\n, • Prepare bank and balance sheet reconciliations and ensure transactions are accurately recorded and supported\n, • Assist with the preparation of internal financial reporting and schedules for management\n, • Support external audit processes by preparing schedules, documentation, and responding to requests from external auditors\n, • Help improve accounting processes, controls, systems, and reporting as the organization continues to scale\n, • Assist with inventory-related accounting and other operational accounting activities as needed\n, • Support broader finance initiatives, including KPI reporting, pricing analysis, variance analysis, and other ad hoc projects\n\n \n Requirements: \n\n • 2–5 years of progressive accounting experience, ideally within a public accounting or corporate accounting environment\n, • Bachelor's degree in Accounting, Finance, or a related field\n, • Strong understanding of GAAP, accrual accounting, journal entries, reconciliations, and month-end close processes\n, • Experience working with multiple entities, consolidations, accounting systems, or process transitions is highly preferred\n, • NetSuite experience is strongly preferred\n, • Strong Excel skills and the ability to work with large amounts of financial data\n, • Experience in inventory, distribution, manufacturing, consumer products, or a similar operating environment is a plus\n, • Highly organized, analytical, and detail-oriented with the ability to manage multiple priorities\n, • Self-starter who is comfortable working in an evolving environment and taking ownership of responsibilities\n, • Interested in developing broader exposure to FP&A, business analysis, and operational finance\n\n \n Salary: $85K – $95K + bonus \n \n The above salary range represents the company's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. \n \n Please send your resume for immediate consideration to: jdamico@adviceny.com \n \n If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! \n \n Advice Personnel \n Celebrating over 40 years as one of the premier search/staffing firms serving the New York metropolitan area

Job Description Job Summary: Prominent luxury Property Management firm is seeking a full-time Administrative Assistant to assist the facilities & operations function for a high-end residential portfolio. The ideal applicant will have prior experience in a professional business or real estate setting with executive administrative experience and/or facilities experience. This is a Monday through Friday onsite position. Job Specific Responsibilities and Duties: • Answers phone for the Operations office and greets guests, • Act as a liaison between building operations and hospitality staff, management, and shared service teams to support continued operations., • Provide progress reports and budget status of ongoing projects. Confer with individual maintenance personnel as needed to evaluate total performance against requirements for sustained operations., • Review requests for maintenance assistance and assess the requirements for fulfillment., • Coordinate with corporate purchasing team regarding inventory and material needs across the residential portfolio., • Assist with management reports, • Attend meetings, take meeting minutes, prepare building work order memos and staff announcements., • Other general office and administrative duties: typing, filing, copying, mailing, calendar maintenance, inventory control, billing, • Provide strong customer service to internal and external clients with an ability to adapt to situations, • Assist with other ad hoc projects on annual basis and performs other duties as assigned. Basic Responsibilities: • Respond to incoming calls, e-mails, mail and in-person requests., • Comply with company policies, practices and procedures., • Manage documents, files and electronic information in an organized, efficient and secure manner., • Interact with residents and staff in a professional and pleasant manner., • Represent company as a professional in appearance and manner., • Communicate written and oral communication at the highest level of professionalism and integrity., • Perform quality and quantity duties as expected for position., • Complete company required training courses as assigned. Qualifications: • Bachelor’s Degree, • Excellent computer skills particularly: Microsoft Office Suite, • Previous administrative experience (2-3 years) required, facilities management support and/or executive administrative experience preferred, • Prior experience utilizing property management systems (BuildingLink, Yardi) and accounting programs (MRI, IBS) desirable, • Intermediate Spanish language skills a plus Basic Requirements: • Exceptional organizational, interpersonal, and communication skills., • Ability to multi-task and be a team player., • Excellent time management skills with a proven ability to meet deadlines., • Proactive, outgoing, energetic, efficient., • Strong writing skills and pleasant telephone demeanor., • Execute tasks with accuracy and attention to detail., • Perform responsibilities with honesty and integrity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Milford Management and its Subsidiaries. Milford Management and its Subsidiaries retains and reserves any and all rights to change, modify , amend, add to or delete from any section of this document as it deems, in its judgment, to be proper.

Job Description Fetner Properties is a prestigious privately-held development, management and investment firm with a property portfolio that spans New York City. We aim to put a personal touch on everything we do and stay engaged on a human level with our full-service involvement in every step of the process. Whether it’s as advisors, owners, managers, or developers, we strive to stay active and present in this city and are always prepared to roll our sleeves up and go the extra mile. Founded in 1949, Fetner has a proven, unmatched track record. With rental, condominium, and mixed properties throughout New York City, Fetner continues to be at the forefront of New York Real Estate. Job Title: Administrative Assistant FLSA Status: Non-Exempt Reports To: CFO, SVP Supervisory Responsibilities: No Scope and Purpose: The Administrative Assistant is responsible, under the direction of the CFO and SVP, for the job duties and responsibilities listed below in compliance with all company policies and procedures and all applicable Equal Employment Opportunity, Fair Housing and Human Rights statutes. Duties and Responsibilities: The Administrative Assistant supports the following: 1. Administrative Support, 2. Special Projects The tasks in the Administrative Assistant's area of responsibility include, but are not limited to, the following: Administrative Support 1. Provides reception coverage in the office, including answering telephones., 2. Effectively assumes duties of Administrative Assistant, where necessary., 3. Performs research and fact-finding tasks, which include tracking reports, scheduling meetings, communicating with vendors and clients., 4. Provides administrative assistance to Management, which includes the preparation of correspondence, proposals and other documents as part of the daily activities of the office., 5. Maintains up-to-date and organized files for site/corporate information, including contracts, and licenses., 6. Office management to include maintaining stock, and oversight of office functionality., 7. Perform accounts payable functions as needed., 8. Maintain payables system & software, ensure vendors are registered, payments are processed timely. Assist vendors and staff in resolving payables issues, interface with accounting and property management team to ensure timely processing., 9. Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, clients, co-workers and management., 10. Provide administrative assistance to Management, including the preparation of correspondence and other documents as part of the daily activities of the office, 11. Perform other related duties as required and assigned, 12. Assist in special projects, 13. Special projects as assigned by the staff and/or executives of Fetner Properties. Knowledge and Skills 1. Ability to organize and prioritize workloads., 2. High School diploma or equivalent., 3. Proficiency in Microsoft Word and Excel., 4. Excellent written and verbal communication skills., 5. Excellent telephone presentation skills. 6.Self-starter with the ability to work independently and within a team. Working Conditions 1. Position is located in New York City (Manhattan), 2. Overtime may be required to complete tasks assigned.

Full-Time | In-Person \n \n THIS POSITION REQUIRES ONSITE WORK IN BROOKLYN, NY. PLEASE DO NOT APPLY IF YOU ARE NOT LOCAL TO THE NYC AREA \n \n We are seeking an experienced, hands-on Bookkeeper to join our accounting team and work closely with the CFO. This is an excellent opportunity for a detail-oriented accounting professional who takes ownership of their work, enjoys solving discrepancies, and is comfortable managing the day-to-day accounting functions that keep a business running accurately and efficiently. \n The ideal candidate has strong accounts payable, reconciliation, general ledger, Excel, and ERP/accounting system experience. Manufacturing experience and exposure to SAP are highly desirable. \n \n We're looking for someone who is accurate, organized, analytical, and able to communicate clearly and directly about their work and accounting processes. \n \n What You'll Do: \n Accounts Payable \n\n • Manage day-to-day accounts payable processing, including reviewing and entering vendor invoices.\n, • Verify invoices against appropriate approvals and supporting documentation.\n, • Prepare weekly AP reports for CFO review.\n, • Process vendor payments via check, ACH, and wire transfer.\n, • Maintain accurate vendor records, W-9s, and supporting documentation.\n, • Research and resolve invoice, vendor, and payment discrepancies.\n, • Ensure transactions are accurately coded and properly documented.\n\n Reconciliations & General Ledger \n\n • Perform monthly bank reconciliations.\n, • Reconcile corporate credit cards and assigned balance sheet accounts.\n, • Investigate discrepancies and determine appropriate corrective action.\n, • Prepare and enter journal entries.\n, • Maintain supporting schedules for prepaid expenses, accruals, fixed assets, and other accounts.\n, • Assist with month-end close and ensure financial transactions are accurately recorded.\n\n Accounting Operations & Cost Control \n\n • Maintain organized electronic and physical accounting records.\n, • Help develop and improve accounting procedures and documentation.\n, • Identify opportunities to improve the accuracy and efficiency of accounting processes.\n, • Monitor vendor pricing and company expenses to identify potential cost savings.\n, • Support the CFO with accounting projects and other financial initiatives as needed.\n\n \n What We're Looking For \n\n • 5+ years of hands-on bookkeeping or accounting experience required.\n, • Bachelor's degree in Accounting, Finance, Business, or a related field preferred; Associate's degree with strong relevant experience will be considered.\n, • Strong hands-on accounts payable experience.\n, • Demonstrated experience performing bank, credit card, and balance sheet reconciliations.\n, • Working knowledge of journal entries, general ledger accounting, and month-end close.\n, • Experience using ERP/accounting systems required; SAP experience strongly preferred.\n, • Strong Microsoft Excel skills, including proficiency in pivot tables and v-lookups.\n, • Manufacturing accounting experience preferred.\n, • Strong numerical aptitude and ability to identify and investigate discrepancies.\n, • Exceptional accuracy and attention to detail.\n, • Ability to manage multiple priorities and meet deadlines.\n, • Professional, clear, and direct communication skills.\n, • Ability to explain accounting processes and issues clearly and concisely.\n, • Comfortable working independently while collaborating closely with the CFO and other departments.\n, • High level of discretion when handling confidential financial information.\n\n \n Who Will Be Successful in This Role \n You may be a strong fit if you are someone who: \n\n • Enjoys hands-on bookkeeping and takes pride in getting the details right.\n, • Doesn't simply identify a discrepancy—you investigate it until you understand why it occurred.\n, • Can clearly walk someone through how you process an invoice, reconcile an account, or resolve an accounting issue.\n, • Is comfortable working within established accounting procedures and internal controls.\n, • Learns new accounting and ERP systems quickly.\n, • Is dependable, organized, and comfortable working closely with senior management.\n\n \n Compensation & Benefits \n Salary: $75,000–$85,000 per year \n Benefits include: \n\n • Health insurance\n, • Dental insurance\n, • Paid time off\n, • 401 eligibility after 1 year of service\n\n

Job Description Our client, a family office located in midtown Manhattan, is looking to hire a Senior Treasury Associate to join their team. Position Summary The Temporary Treasury / Cash Management Associate will be responsible for the accurate and timely execution of daily cash management functions, including wire transfers, ACH processing, bank reconciliations, and cash positioning across multiple entities and bank accounts. This role requires exceptional attention to detail, discretion with sensitive financial information, and the ability to work efficiently in a fast-paced, confidential environment. Key Responsibilities Wire Transfers & ACH Processing • Prepare, verify, and process outgoing domestic and international wire transfers, • Initiate and monitor ACH transactions (debits/credits) across multiple accounts, • Ensure proper documentation, dual approval, and authorization protocols are followed for all wire and ACH activity, • Coordinate with banks to confirm timely execution and resolve any transaction issues or delays Cash Management & Reconciliation • Perform daily cash reconciliations across multiple bank accounts and entities, • Monitor daily cash positions and prepare cash balance reports, • Investigate and resolve discrepancies between bank statements and internal ledgers, • Track incoming and outgoing cash flows to ensure sufficient liquidity for scheduled disbursements Banking & Account Administration • Manage relationships and day-to-day communications with banking partners, • Set up, maintain, and update banking platforms, user access, and account signatories as needed, • Assist with opening/closing bank accounts and maintaining account documentation, • Monitor account fees, interest income, and banking service charges Reporting & Compliance • Maintain accurate records and audit trails for all treasury transactions, • Support month-end and year-end treasury reporting, • Assist with fraud prevention controls (positive pay, dual authorization, callback verification), • Ensure compliance with internal controls, policies, and procedures related to cash movement Administrative & Ad Hoc Support • Assist with special projects related to treasury operations, banking transitions, or system implementations, • Provide backup support to other finance/accounting team members as needed, • Maintain organized digital and physical records of banking documentation Qualifications • Bachelor's degree in Finance, Accounting, Business Administration, or related field preferred, • 5+ years of experience in treasury, cash management, or banking operations (family office, private bank, or corporate treasury experience a plus), • Hands-on experience preparing and processing wire transfers and ACH transactions, • Proficiency with online banking platforms (e.g., J.P. Morgan Access, Bank of America CashPro, Citi, Northern Trust, or similar), • Strong Excel skills; experience with treasury management systems or accounting software (QuickBooks, Sage Intacct, etc.) a plus, • High degree of accuracy, organization, and attention to detail, • Ability to handle highly confidential and sensitive financial information with discretion, • Strong communication skills and ability to interact professionally with banks and internal stakeholders, • Ability to work independently, prioritize tasks, and meet daily deadlines in a fast-paced environment\nCompany Description Abacus Group is an award-winning executive search firm specializing in the permanent, temporary, and temp-to-perm placement of Accounting & Finance, Public Accounting, Administrative Support, Compliance, Human Resources, Marketing & Communications, and Information Technology professionals across all industries. Our diligent and personal approach has been honored by Clearly Rated’s “Best of Staffing” awards for exceptional service as well as Forbes' "America’s Best Recruiting Firms" awards. We attribute our repeat recognition as one of Crain’s New York’s “Best Places to Work in New York City” to our familial, supportive, and transparent company culture. Founded in 1997, Abacus Group is headquartered in New York with additional offices in California and Florida. Abacus Group is an award-winning executive search firm specializing in the permanent, temporary, and temp-to-perm placement of Accounting & Finance, Public Accounting, Administrative Support, Compliance, Human Resources, Marketing & Communications, and Information Technology professionals across all industries. Our diligent and personal approach has been honored by Clearly Rated’s “Best of Staffing” awards for exceptional service as well as Forbes' "America’s Best Recruiting Firms" awards. We attribute our repeat recognition as one of Crain’s New York’s “Best Places to Work in New York City” to our familial, supportive, and transparent company culture. Founded in 1997, Abacus Group is headquartered in New York with additional offices in California and Florida.

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.

Come join something special, something better. Excellent growing SaaS Company offering competitive salary, great benefits, tons of perks and offerings! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $90,000 - $115,000 per year A bit about us: Join our exciting fast paced company as a Senior Analyst, Corporate FP&A! This is a fantastic opportunity to make a significant impact within a growing company, while also gaining exposure to senior leadership and strategic decision-making. This role will be responsible for overseeing financial planning and analysis, providing strategic insights and recommendations to senior management, and playing a pivotal role in guiding the financial decisions of the company. The ideal candidate must have a strong understanding of SaaS business models and key metrics, as well as a proven track record in financial modeling and analysis. Why join us? Fantastic benefits. • Flexible hybrid schedule (choose your days, half day Summer Fridays), • Medical, Dental, Vision, and Life Insurance plus AD Disability Insurance, • Retirement Plan, • Paid Time Off and Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs) Job Details Responsibilities 1. Drive the financial planning and budgeting processes for the company, working closely with various department heads to develop and refine their budgets and forecasts., 2. Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets., 3. Identify, track, and analyze key metrics that impact the business., 4. Develop and maintain complex financial models to support decision making related to complex business issues including valuation, forecasting, and scenario analysis., 5. Prepare monthly, quarterly, and annual financial reports for management and board of directors., 6. Manage and develop automated reporting and forecasting tools., 7. Provide strategic financial input and leadership on decision-making issues affecting the organization., 8. Evaluate and advise on the impact of long-range planning, introduction of new programs/strategies, and regulatory action. Qualifications: 1. Bachelor's degree in Finance, Accounting, Economics or a related field. MBA or equivalent is preferred., 2. Minimum 5 years of experience in financial planning and analysis, preferably in a SaaS business., 3. Proven experience with financial modeling, budgeting, and forecasting., 4. Strong understanding of SaaS business models and key metrics., 5. Excellent analytical and problem-solving skills, with the ability to be detail-oriented while also seeing and understanding the big picture., 6. Strong proficiency in Excel and financial software applications., 7. Ability to work effectively in a dynamic, changing environment and to adapt while focusing on key goals and objectives. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Senior Financial Analyst Needed // Construction Industry Client // Excellent Compensation Package and Growth Potential This Jobot Job is hosted by: Kyle Beard Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $85,000 - $110,000 per year A bit about us: Our client is a nationally-known, full-service construction company with four diverse business groups: Civil, Paving, Building, and Industrial. Why join us? Our client is a career destination with countless opportunities for advancement, and a world-class family culture that is centered around creating the best possible environment for our people to thrive. Job Details Primary Responsibilities • Lead financial planning activities including budgeting, forecasting, and long-range planning., • Develop advanced financial models to evaluate investments, business scenarios, and performance trends., • Provide actionable insights through dashboards, presentations, and management reporting., • Track key financial metrics, analyze variances, and highlight risks and opportunities., • Drive the preparation of annual budgets and periodic forecasts in collaboration with leadership., • Conduct profitability and cost-benefit analyses to influence business decisions., • Support month-end and quarter-end close processes with deep-dive analysis., • Ensure accuracy and consistency in financial systems and reporting., • Stay ahead of industry trends and best practices to enhance Keeley’s financial strategy. Minimum Qualifications • Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or Master’s preferred)., • 5+ years of progressive experience in financial analysis, corporate finance, or FP&A., • Strong expertise in financial modeling and Microsoft Excel., • Experience with BI tools (Power BI, Tableau) and ERP systems (SAP, Oracle) preferred., • Solid knowledge of accounting principles and financial statements., • Exceptional analytical, critical thinking, and problem-solving skills., • Strong communicator who can explain complex concepts to diverse stakeholders., • Organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Responsibilities \n Expense Review & Processing \n\n • Review and audit employee expense reports for accuracy, policy compliance, and appropriate supporting documentation\n, • Monitor and analyze expense reports as directed by operational management\n, • Research potential policy or regulatory violations\n, • Evaluate out-of-policy expense requests and reject or escalate when appropriate\n, • Assist with expense adjustments and special circumstances, including expatriate expenses\n, • Identify and resolve discrepancies between approved travel and submitted expense claims\n\n Customer Service & Employee Support \n\n • Respond professionally and effectively to employee questions via phone and email\n, • Build and maintain strong relationships with internal clients and key stakeholders\n, • Exercise confidentiality and discretion when resolving expense-related inquiries\n, • Provide hands-on support and training to users of SAP Concur\n, • Assist with troubleshooting, documentation, and escalation of system-related issues\n\n T&E Operations & Program Support \n\n • Ensure Travel & Expense service levels, procedures, and standards are consistently maintained\n, • Partner with Accounts Payable and other internal departments as needed\n, • Escalate matters involving Compliance, Internal Audit, Corporate Events, Travel, and other teams when appropriate\n, • Support T&E projects, system enhancements, and management initiatives\n, • Collaborate with Expense Processors globally to share knowledge and ensure consistency\n, • Provide coverage for out-of-policy approvals as needed\n, • Develop into a subject matter expert on T&E policies, regulatory requirements, expense processes, and platforms\n\n Requirements \n\n • Bachelor’s degree or equivalent combination of education and experience\n, • 0–1 years of professional experience\n, • Interest in accounting, expense management, financial services, or operations\n, • Excellent written and verbal communication skills\n, • Strong attention to detail and a high degree of accuracy\n, • Strong ethics, integrity, and ability to handle confidential information\n, • Excellent customer service and interpersonal skills\n, • Strong analytical and problem-solving abilities\n, • Ability to prioritize effectively, meet deadlines, and manage multiple responsibilities\n, • Sound judgment when interpreting and applying policies and procedures\n, • Ability to work independently as well as collaboratively across all levels of an organization\n, • Strong computer skills\n, • SAP Concur experience is a plus, but not required\n

Job Description Position Summary: The Corporate Fleet Account Manager has overall responsibility for the successful execution of Excel Facility Services Group's fleet-washing program. The Account Manager serves as the primary liaison between the corporate client, individual client locations, Excel management and field fleet-washing crews. Key Responsibilities: • Serve as the client's single point of contact for the fleet-washing program., • Manage approximately 6,000 scheduled vehicle washes per month across assigned markets., • Develop weekly and monthly washing schedules., • Coordinate vehicle availability with individual client locations., • Provide schedules and daily assignments to Crew Leads., • Monitor production throughout the week rather than waiting until month-end., • Track companywide target of approximately 1,386 washes/week., • Track individual crew target of approximately 462 washes/week., • Identify crews or locations falling behind schedule and implement recovery plans., • Coordinate make-up service for vehicles that were unavailable., • In office position Maintain reporting distinguishing: • Scheduled vehicles, • Available vehicles, • Completed vehicles, • Client-unavailable vehicles, • Missed vehicles, • Rescheduled vehicles, • Review daily Crew Lead production reports., • Verify vehicle/unit documentation and service records., • Manage client complaints and quality concerns., • Coordinate re-washes when appropriate., • Perform periodic field visits and quality inspections., • Monitor safety and wastewater-compliance procedures., • Review chemical, equipment and supply requirements., • Coordinate equipment repairs and backup equipment., • Coordinate relief staffing for callouts and emergencies., • Monitor overtime and labor utilization., • Review Crew Lead performance incentives., • Prepare weekly/monthly client KPI reporting., • Conduct client operational meetings and performance reviews., • Coordinate with Excel accounting to verify monthly billable vehicle counts., • Identify opportunities for operational efficiencies and additional fleet/facility services. Flexible Schedule with start time as early as 4am

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.

Our client is a High-Growth privately equity firm and they are looking for a Accounting professional to report the Controller. This professional will be assisting with accounting, financials, internal communications along with working with internal operations team! \n \n Key Responsibilities: \n\n • Records journal entries and prepares accounting workpapers. This includes accruals, prepaids, and fixed assets schedules, etc.\n, • Communicate internally with Controller and CEO; regularly updating them on financial reports\n, • Prepare and analyze financial data including General Ledger, Accounts Payable/Receivable, Month-End Reconciliations, and Invoicing\n, • Review the P&L for any GL reclasses, accruals, and prepaids.\n, • Review the P&L for entries with missing department, class, or location.\n, • Post quarterly intercompany entries and issue fund invoices.\n, • Oversee the day-to-day operations of assigned entities and serve as the primary point of contact for corporate accounting inquiries from other departments.\n, • Assist with year-end financials and ad-hoc audit requests from outside consultants\n, • Create process improvement initiatives to present to Controller and C-Suite\n\n \n Qualifications: \n\n • Excellent communication skills are a must, as well as rapid response times to email communications\n, • 2-5 years of experience in Accounting a plus\n, • Fundamental knowledge of GAAP a plus\n, • Netsuite and Concur a plus\n\n \n Our client is a total compensation organization where you will be eligible for a base salary and discretionary performance bonus, including benefits. The estimated base salary range for this position is $90,000-105,000 plus bonus.

THIS ROLE WILL BE ONSITE 5 DAYS PER WEEK IN MIDTOWN MANHATTAN. \n tax accountant with public accounting experience \n Responsibilities will include: \n · Preparation of Individual -HNW, Partnership and Corporate Income tax returns \n · Preparation of Foreign filings including FBARs, Form 1116, 5471, 5472, etc. \n · Understanding of FBAR reporting, PFIC reporting, and other foreign jurisdiction reporting a plus \n · Preparation of sales tax returns for clients in various industries \n · Preparation of Commercial rent tax returns for clients in various industries \n · Reviewing and responding to government notices on client's behalf \n · Prepare and analyze fixed asset and related depreciation schedules \n · Analysis of income statement and balance sheet \n · Prepare tax planning and estimates and become involved in planning for more complex clients \n · Prepare quarterly and annual tax provision calculations, assist with related disclosures, test deferred tax balances and reconcile tax filings to the tax provision. \n · Prepare research memoranda, written correspondence and guidance, and other documents for submission to the IRS or other tax authorities \n Requirement: \n · Bachelor's degree in accounting, finance or related field \n · CPA and/or master's in taxation, a plus. \n · Minimum 4-5 years' experience preparing tax returns in a CPA firm \n · Candidate must have strong communication, organizational, and analytic skills \n · Developing and maintaining excellent working relationship with all levels of clients \n · Working knowledge of MS Excel and Word \n · Knowledge of ProSystem Fx Tax, Engagement and/or Fixed Assets a plus \n · Knowledge QuickBooks and/or Peachtree \n · Bilingual in Italian, a plus \n

Position Overview \n Our client, a global private equity and investment firm, is seeking an Accountant to join their team in New York, NY. Reporting to the Controller, this person will support the day-to-day accounting and financial operations of the management company. This is a strong opportunity for an accountant who wants to take ownership of core accounting functions while helping modernize processes through new technology and automation. \n \n Key Responsibilities \n\n • Own the accounts payable process and lead efforts to streamline it through new technology and automation, ensuring all disbursements comply with firm policies\n, • Review daily cash activity, record cash receipts and disbursements, and prepare monthly bank reconciliations\n, • Support the month, quarter, and year-end close processes\n, • Record journal entries and prepare accounting workpapers, including accruals, prepaids, and fixed asset schedules\n, • Prepare intercompany and affiliate invoices, manage cost allocations across related entities, and keep receivables current\n, • Support the calculation, billing, and recording of management fees, and track related receivables\n, • Manage employee reimbursements and the firm's corporate card program\n, • Maintain vendor relationships, update vendor records, and prepare 1099s annually\n, • Assist with audits, tax support, and other ad-hoc examinations\n, • Develop expertise in firm systems, including NetSuite and Concur, and support users in Concur\n, • Partner with external support teams and consultants on system enhancements\n, • Prepare monthly financial analysis and reporting\n, • Support the management company team on key projects, analysis, and ad hoc requests\n\n \n Qualifications \n Required: \n\n • Bachelor's Degree in Accounting, Finance, or related field\n, • 2 to 5 years of relevant work experience\n, • Strong background in general ledger accounting and accounts payable (AP)\n, • NetSuite or similar ERP experience\n, • Strong proficiency in Microsoft Excel\n\n Preferred: \n\n • CPA\n, • Previous Big 4 or large public accounting experience\n

Trident Consulting is seeking a “Junior AV Support Technician” for one of our clients in “New York, NY - Onsite” — a global leader in transportation. \n \n Job Title: Junior AV Support Technician \n Location: New York, NY - Onsite \n Type: W2 Contract \n Rate: $38/Hr \n \n Summary: \n We are seeking a passionate and driven Junior AV Support Technician to join our Corporate Engineering and IT team. This contract role is ideal for a motivated professional with 2 to 4 years of experience who is eager to build a long-term AV career in a fast-paced enterprise environment. Because client operates as a "Google House," teams rely seamlessly on the Google Workspace ecosystem to stay connected. You will serve as the primary on-site AV resource for our San Francisco office, ensuring our conference rooms and event spaces run flawlessly. If you have a foundational understanding of AV, a customer-first mindset, and an insatiable appetite for learning and growth, we want you on our team. \n Proactive System Maintenance: \n\n • Conduct daily health checks and preventative maintenance across SF conference rooms. Ensure all Google Meet hardware, displays, and integrated audio systems are fully functional and ready for the day.\n\n First-Line Troubleshooting: \n\n • Act as the first responder for user-facing AV issues. Provide empathetic, rapid-response support for team members and guests, ensuring minimal disruption to their meetings.\n\n Event & Production Support: \n\n • Assist with cross-functional AV needs, including room setups, equipment staging, and live event operation for all-hands meetings and special events. You will have the opportunity to shadow senior staff and learn the ropes of live audio mixing and video switching.\n\n Hardware & Inventory Management: \n\n • Maintain impeccable cable management and equipment staging in meeting spaces. Track spare parts, manage RMAs, and help maintain an organized, up-to-date hardware inventory.\n\n Ticketing & Documentation: \n\n • Manage support requests through our internal ticketing system. Log issues accurately, track them to resolution, and contribute to internal knowledge bases by drafting room setup notes, signal flow diagrams, and basic troubleshooting guides.\n\n Continuous Growth & Escalation: \n\n • Actively participate in cross-training and take ownership of small-scale AV projects. Follow established troubleshooting workflows and expertly document symptoms when escalating complex issues to senior AV engineers.\n\n \n Experience: \n\n • 2 to 4 years of hands-on experience in AV support, IT helpdesk, live event production, or a related technical support role.\n, • The "Google House" Ecosystem: Familiarity with Google Workspace, Google Meet hardware, and ChromeOS devices. You should be comfortable supporting cloud-based collaboration platforms.\n, • Technical Foundations: A solid, basic understanding of AV signal flow (audio, video, and control), EDID, common cable standards (HDMI, USB-C, CAT6), and basic networking principles as they relate to AV.\n, • Customer-First Attitude: Highly collaborative with strong verbal and written communication skills. You can explain technical concepts to non-technical users with patience and empathy.\n, • Adaptability & Problem-Solving: The ability to remain calm under pressure during high-stakes meetings, take direction well, follow established processes, and ask excellent questions.\n, • Education: High school diploma or equivalent required. Industry certifications (such as AVIXA CTS, Dante Certification, or ITIL) or relevant technical coursework are a massive plus and show your dedication to the craft.\n\n \n About Trident Consulting \n Trident Consulting is an award-winning staffing and consulting firm headquartered in San Ramon, CA. Since 2005, we’ve partnered with Fortune 500 and high-growth companies to deliver high-quality talent across technology, engineering, business operations, and professional services. \n \n We specialize in contract, contract-to-hire, and direct hire placements, supporting roles across IT, data & analytics, cloud, cybersecurity, finance & accounting, HR, operations, and more. With a strong focus on hard-to-fill and niche positions, our global recruiting engine enables us to deliver speed, quality, and scale.

Employer Summary: \n \n Octagon Credit Investors, LLC is a $31 billion asset manager specializing in broadly syndicated loans and high yield bonds (i.e., liquid credit), structured credit (CLO debt and equity), multi-asset credit, and direct lending strategies. Over our 30+ year history, Octagon has developed a rigorous investment process based on fundamental credit analysis, relative value positioning, and active risk management to generate attractive risk-adjusted returns for investors. Octagon counts major financial institutions, insurance companies, and pension funds around the globe among our largest investors. Through our various investment platforms, we seek to provide investors with differentiated access to the US below investment grade corporate credit and private credit markets. \n \n Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon and Conning are part of Generali Investments, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups. \n \n Currently comprising approximately 100 employees, Octagon strives to foster a team-based culture built upon communication, trust, accountability, and dedication to client partnership. Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. \n \n Position Summary: \n \n The Executive Assistant is responsible for providing general support and assistance to members of the Senior Leadership Team related to key administrative matters, client engagement initiatives, department activities, office operations, and personnel matters. \n \n The Executive Assistant will interact with a diverse group of internal and external stakeholders on behalf of the most senior members of the organization. Sound, professional judgment, etiquette, and strong prioritization skills are required in order to support and organize a diversified workload. The Executive Assistant’s core responsibility is to ensure that the highest level of support and related services are consistently provided. \n \n The Executive Assistant will work independently, and in conjunction, with members of senior leadership as well as additional members of the Octagon Administrative Support team. \n \n Essential Duties and Responsibilities: \n \n\n • Provide administrative support to senior leaders related to key administrative matters, client engagement initiatives, department activities, office operations, and personnel matters\n, • Maintain calendar appointments and reschedule meetings to coordinate internal and external meetings, avoid conflicts, and ensure smooth execution\n, • Coordinate travel arrangements including airfare, hotels, and car service\n, • Facilitate a bridge for smooth communication between internal and external stakeholders\n, • Provide guidance and support to Administrative Support team members\n, • Schedule and organize events such as meetings, conference calls, annual off-site, and other departmental activities\n, • Submit expense reports and maintain expense management platform, Concur, by serving as a system administrator\n, • Provide general administrative support (e.g., copying sensitive files, binding, answering calls, etc.)\n, • Plan and coordinate team meetings including preparation and circulation of meeting materials\n, • Provide onboarding and offboarding assistance related to employment matters\n, • Support Accounting team by conducting AmEx reconciliations, personal reimbursement payments, and vendor invoice management\n, • Ensure accurate maintenance of files and databases for efficient retrieval and disposition of documents\n, • Help answer questions pertaining to firm policies, day-to-day operations, and follow up with solutions/process improvement\n, • Proactively take on ad hoc projects and provide support for new business initiatives, as needed\n\n \n Areas of Knowledge, Skills, and Abilities/Qualifications: \n \n\n • 7+ years of Executive Assistant experience in a professional services firm or corporate environment\n, • A Bachelors’ Degree in a relevant field of study (degree in business-related field, a plus) or High School diploma/GED equivalent\n, • Strong familiarity with making travel arrangements and processing expense reports/reimbursements\n, • Ability to multi‐task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities)\n, • Understanding of the importance of strict confidentiality of internal/personnel affairs/client information\n, • Highly motivated, proactive team player with a positive attitude\n, • Outstanding reputation of professional integrity and maturity\n, • Excellent written and oral communication skills, strong analytical skills, and exemplary attention to detail\n, • Proficient with Microsoft Office Suite: Word, Outlook, Excel, and PowerPoint\n, • Ability and desire to learn and develop new skills\n, • Demonstrated ownership and accuracy of work product\n, • A self-starter who can multi-task and support multiple people with varied personalities\n\n \n Compensation and Benefits: \n \n\n • Competitive salary and eligibility for year-end performance-based bonus\n, • Medical, dental, vision, life, and disability insurance\n, • Commuter benefits\n, • 401(k) matching program\n, • Employee Assistance Program (“EAP”)\n, • Professional designation and licensure assistance\n, • Family support and leaves of absence\n\n \n Note: \n \n Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.

Our client is Global Private Equity Investment Fund located in NYC area currently seeking to add a new professional to join their growing Finance Team. Ideal individual will be responsible for building out Financial Analysis, Accounting, Valuation, Corporate Finance and Financial Reporting. \n \n This opportunity will report to CFO working with a Tax, 3rd Party Service Providers, and asset management/Deal Team - ton's exposure and excellent opportunity for advancement. \n \n Responsibilities: \n\n • Build out Financial Operations and Transactions - Financials, Budgeting, Forecasting, Analysis\n, • Assist with distribution of investor allocations, waterfall calculations, carried interest/ incentive fees\n, • Communicate with JV Partners, Investors, Outside Service Providers, and Banks\n, • Support Front Office Investments\n, • Onboard New Investors and Investor Relations reporting\n, • Discuss Quarterly Property Performance\n, • Compile Financial Transactions info to complete Investor K-1s and Entity tax filings\n\n \n Requirements/Qualifications: \n\n • Bachelor's degree in Accounting is a must - CPA preferred\n, • 8+years of Experience in Accounting/Audit within in a BIG 4 public accounting firm working on Private Equity Funds\n, • Strong GAPP and Financial Experience\n

About Consello \n Consello is an Advisory and Investing Platform with offices in New York, Miami, Atlanta, Dublin, Belfast, London, Brussels, and Abu Dhabi. Consello's distinct advisory practices provide the complete strategic counsel today's leaders need to grow and transform their organizations. Consello's advisory expertise spans Corporate Advisory; M Management Consulting; Talent; Risk; and Sports and Entertainment. Dedicated teams operate in each practice, led by a leadership group with deep operational experience across industries, business growth stages and market cycles and with an expansive set of global corporate relationships. \n Consello's investment business, Consello Capital, identifies high-potential mid-market companies and invests capital and expertise to transform their growth. \n \n About Consello Talent \n Consello’s Talent team operates as a focused executive search and advisory practice within the broader Consello platform. We partner directly with CEOs, Boards, and senior leaders of Fortune 500 and high-growth companies to drive high-impact leadership decisions, including Board Director placements, C-suite searches, and succession planning. \n While the Talent practice spans leadership advisory, assessment, and organizational effectiveness, our core team is concentrated on executive search: identifying, evaluating, and placing transformative leaders across critical roles such as CFO, CMO, Investor Relations, and Board Director. \n We combine the agility of a specialized boutique with the resources and relationships of a larger strategic advisory firm. Our work is fast-paced, high-stakes, and deeply collaborative — offering Associates hands-on training, direct exposure to top executives, and meaningful early-career experience helping shape the future of leadership at some of the world’s most influential companies. \n \n Position Overview: \n As an Associate on the Talent team, you will support our executive search process, helping the team source, research, and coordinate high-impact placements across critical C-Suite and Board roles. Working closely with senior consultants, you will build your research, analytical, and project management skills while contributing to searches for some of the most recognizable companies in the world. This is a strong opportunity to launch a career in executive search. Success in this role requires strong attention to detail, eagerness to learn, and growing fluency with AI, various research tools, PowerPoint, and Excel. The ideal candidate is curious and eager to jump into any project with enthusiasm. \n \n Key Responsibilites: \n Search Execution \n\n • Support the development of position specifications and search strategies alongside senior consultants.\n, • Help draft client-facing documents (e.g., candidate reports, search status updates, longlists).\n, • Help track and monitor the search process from kickoff through candidate placement.\n, • Support due diligence, reference checking, and background research.\n, • Leverage AI-enabled research tools and internal knowledge resources to streamline search processes, enhance talent mapping, and identify both obvious and out of the box high-potential candidates more efficiently.\n\n Market & Candidate Research \n\n • Conduct thorough industry and talent mapping to help identify key players and potential candidates.\n, • Use databases (e.g., LinkedIn, internal CRM, external databases) to help build talent pipelines.\n, • Assist with analyzing organizational charts and competitive landscapes.\n, • Stay current on industry trends, leadership moves, and notable executive shifts.\n\n Candidate Development & Engagement \n\n • Support candidate outreach and initial screening under the guidance of senior team members.\n, • Help assess candidate fit against client specifications (skills, experience, leadership style, culture fit).\n, • Coordinate interview scheduling and serve as a point of contact for candidates throughout the process.\n, • Support a positive candidate experience with professionalism and discretion.\n\n Project Management & Internal Coordination \n\n • Coordinate with the team to help manage timelines and deliverables.\n, • Maintain accurate records and documentation in CRM systems.\n, • Help prepare materials for internal meetings and client briefings.\n, • Contribute to internal knowledge sharing and database accuracy.\n\n \n Qualifications: \n\n • Education: Bachelor’s Degree required, with a preference for Finance, Economics, or Accounting.\n, • Professional Experience: 2–3 years in research, consulting, or professional services. Prior exposure to executive search is a plus but not required.\n, • Technical Skills: Proficiency in PowerPoint and Excel.\n, • Communication: Excellent written and verbal communication skills.\n, • Work Ethic: Demonstrated ability to thrive in a fast-paced environment, with willingness to put in extra hours as needed to meet client needs.\n, • Personal Qualities: Curiosity, proactiveness, coachability, and a strong desire to learn.\n, • Industry Knowledge: Interest in technology, finance, industrials, or consumer industries is a plus.\n\n \n Compensation: $100,000 starting base salary, plus annual discretionary bonus. \n \n EEO Statement: Consello Group is an equal opportunity employer and is committed to providing a workplace free from discrimination. All employment decisions are made without regard to race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, citizenship, age, disability, marital status, caregiver status, veteran status, or any other characteristic protected by applicable federal, state, or local law. \n \n About: The Consello Group is a specialized financial services advisory and strategic investing platform. For more information visit www.consello.com.

A rapidly growing alternative investment firm is seeking its first in-house Management Company Accounting leader to build and scale the financial infrastructure supporting a multi-billion-dollar platform. \n The Opportunity This is a true builder role, not a maintenance position. You'll take ownership of the management company's accounting, tax, budgeting, payroll, and financial reporting functions while partnering directly with the COO/CFO and firm leadership. \n The organization manages a diversified investment strategy spanning private credit, private equity, structured investments, and public markets, and has experienced significant growth since launch. The firm is investing heavily in infrastructure and looking for someone who wants to help build a best-in-class finance function. \n \n Responsibilities: \n\n • Own management company accounting, month-end close, and financial reporting\n, • Manage tax coordination, partnership filings, and compliance processes\n, • Lead budgeting, forecasting, and compensation accounting\n, • Drive the evaluation and migration from QuickBooks to a scalable accounting platform\n, • Partner with leadership on strategic finance and operational initiatives\n, • Build processes, controls, and infrastructure to support future growth\n\n \n Qualifications: \n\n • 7-12 years of accounting experience\n, • Management company, corporate accounting, asset management, or public accounting background\n, • Working knowledge of partnership and management company tax matters\n, • Strong general ledger, financial reporting, and month-end close experience\n, • Hands-on, entrepreneurial mindset with a desire to build from the ground up\n, • CPA preferred but not required\n\n \n Why Consider It? \n\n • Direct exposure to senior leadership and investment partners\n, • Significant ownership and autonomy\n, • Opportunity to architect scalable finance infrastructure\n, • High-growth environment with substantial career upside\n, • Competitive compensation package ($225K-$350K total compensation range)\n\n \n Location: Midtown Manhattan (5 days onsite) \n This role is ideal for someone who sees an opportunity to build, improve, and scale rather than simply maintain existing processes. \n \n 49798

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. \n \n Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. \n \n Overview \n East West Bank is currently seeking a Team Manager for our CRE team in NYC to initiate and develop new deposit and commercial lending relationships and close sales of deposit services and loans. Actively partner with RM's and other EWB sales professionals in the Commercial Banking, Commercial Real Estate, Private Banking and Middle Market segments to acquire, expand and retain targeted customer relationships. Responsible for achieving target deposit and loan goals, manage a team of RM(s) to expand and grow existing portfolio by performing the following duties. \n \n Responsibilities \n Contribute and lead the existing Commercial Real Estate Lending team success annual sales & revenue plans by: \n\n • Closing Deposit sales and loans.\n, • Actively prospects new customers and penetrates the existing client relationships.\n, • Assumes the overall responsibility to conduct due diligence, assess the risks and structure the credit facilities.\n, • Participate in client meetings & proposals.\n, • Initiating Deposit sales independently through prospecting and projects/initiatives.\n, • Encourage and lead team of RM(s) and PM(s) to acquire new relationships and deepening existing ones.\n, • Lead client meetings & author client proposals. Collaborate with appropriate EWB Bank partners.\n, • Aggressive calling program targeting Controllers, Property managers, and 1031 Exchange, title and escrow companies, HOA, fiduciary segments for new business growth of all existing relationships. Responsible for carrying out targeted deposit generating strategies.\n, • Preparing documentation and following through for proper booking, of sales credit, checkbooks, etc. Following-up with customers to ensure satisfaction.\n, • Provide first-point-of-contact support for Deposit related and other non-credit matters for RM customers and customers who self-select to contact the incumbent.\n, • Act as an expert advisor for the clients. Resolve client requests and/or issues independently.\n, • Maintain databases and results tracking as needed to support the Division's sales of Deposit products and growth.\n, • Make presentations to Division employees, Division Managers, and senior management regarding Deposit.\n, • May perform other duties as assigned.\n\n \n Qualifications \n\n • Bachelor's Degree in Finance, Accounting, Management, Marketing or 15+ years equivalent work experience in lieu of degree.\n, • Minimum of 15 years sales/financial services experience.\n\n Masterful at Commercial Real Estate relationship building, structuring, leading portfolio and sales teams, and business development with strong influential and decision-making skills. Must be familiar with local Real Estate laws, title/escrow, foreclosure and workout structuring. \n\n • Demonstrated business acumen with knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services\n, • • Excellent communication skills with all levels of external and internal clients\n, • • Very strong written and verbal communication skills.\n\n \n \n Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. \n \n\n • Bachelor’s degree in finance, management or a related field.\n, • Completion to a corporate or other formal credit training program is preferred\n, • 10+ years of relevant CRE business experience\n, • Diverse underwriting, credit structuring, and bank product knowledge\n, • Must have demonstrated track record to sell and build relationships with C-level executives\n, • Demonstrate high level of expertise in sales, networking, negotiation, business acumen, relationship building and execution of responsibilities\n, • Possess strong interpersonal, verbal and written communication skills\n, • Have the flexibility to travel\n, • Be a critical thinker, capable of developing strategy and making recommendations to management for advancement of bank’s objectives\n\n \n Compensation \n \n The base pay range for this position is USD $200,000.00/Yr. - USD $275,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location. \n East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.

Finance & Accounting Advisory – Consultant \n \n \n \n Our consultants work as part of a team with other CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings, and developing a strong relationship with client management. \n \n \n \n Take ownership of your career at CFGI: \n \n\n \n • Gain exposure to a wide range of industries and/or projects.\n \n • Make a true business impact with your clients.\n \n • Own projects from start to finish. \n \n • Experience client interaction and thrive in a client-facing role.\n \n • Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. \n \n • Enjoy the flexibility of office/remote/client site work locations (engagement specific).\n \n • Create your own path.\n \n • Enjoy what you do!\n \n\n \n \n \n What you might expect: \n \n\n \n • Preparation of operational due diligence for complex transactions (i.e. – acquisitions and divestitures, stock offerings, debt raises, IPO’s). \n \n • Accounting projects focused on carving out business units/subsidiaries. \n \n • Integration with client’s internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support.\n \n • Preparation of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination). \n \n • Research & documentation projects related to new ASC accounting standards.\n \n • Process improvement projects and implementation of changes.\n \n\n \n \n \n What you must have: \n \n\n \n • 2.5–5 years of experience in public accounting, accounting advisory, consulting, and/or corporate accounting/finance.\n \n • Minimum of 2 years of experience at a Big 4 firm (Deloitte, EY, KPMG, or PwC).\n \n\n \n \n \n What sets you apart: \n \n\n \n • Experience applying U.S. GAAP through financial statement preparation, audit engagements, month-end close, financial reporting, or technical accounting research.\n \n • Experience owning portions of accounting, audit, or finance-related workstreams and deliverables.\n \n\n \n \n \n Nice to have: \n \n\n \n • CPA license or active progress toward CPA certification.\n \n • Exposure to SEC reporting and filings, including Forms 10-K, 10-Q, and S-1.\n \n • Experience in one or more complex accounting areas (e.g., revenue recognition, leases, business combinations, or stock-based compensation).\n \n\n \n \n \n Who thrives here: \n \n\n \n • Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.\n \n • Effective analytical and critical thinking abilities.\n \n • Entrepreneurial nature, self-motivated, ethical, and dependable.\n \n • High energy with commitment to quality client service.\n \n\n \n \n \n CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $95,000 - $115,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual’s level and overall work performance. \n \n \n \n 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.

Senior Corporate Accountant | Real Estate Investment Firm | Semi-Remote \n \n A privately held, vertically integrated commercial real estate firm with a regional focus is seeking a Senior Corporate Accountant to join their midtown Manhattan team. This is a highly visible position that will work closely with various department heads and upper management. Offering a growth track, collaborative team environment, great benefits and a good work life balance. \n \n Accounting Responsibilities: \n\n • Assist with the oversight of day-to-day operations of the corporate and property accounting functions. in a manner which promotes teamwork and encourages continuous improvement.\n, • Supervise Accounts Payable, Receivable and Lease Administration teams.\n, • Partner with department heads to ensure cost remain in budget while maintaining accurate forecasting.\n, • Oversight of the month and year end close process including corporate allocations, financial statement preparation, accruals, review journal entries and work papers.\n, • Assist in FP&A reporting which includes compiling multiple data sources to create reports and metrics for upper management.\n, • Ability to use advanced excel formulas to prepare the corporate budget, analyze reforecast, and evaluate current/subsequent years net income.\n, • Reconcile intercompany balances between corporate and operating entities.\n, • Report cash position and revenue to executive management on a weekly basis.\n, • Maintain internal controls and oversee financial and tax audits.\n, • Conduct account reconciliation and analyses and report findings to leadership.\n, • Be comfortable implementing ground-up workpapers and other processes.\n\n \n Required Qualifications: \n\n • BA in Accounting / Finance or relevant discipline.\n, • 4+ years of experience in accounting. Real estate preferred.\n, • Proficiency with Yardi or similar accounting software.\n, • Exceptional organizational, interpersonal and communication skills.\n, • Ability to prioritize and work in a fast-paced, multi-faceted environment.\n, • Be able to multi-task and be a team player.\n\n \n Compensation: $100,000 - $120,000 plus bonus, 401k match, comprehensive health benefits (medical, dental and vision), PTO, and other valuable perks. \n \n The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. \n \n Please send your resume for immediate consideration to: AGeorge@adviceny.com \n \n If this particular role isn’t the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! \n \n Advice Personnel \n Celebrating over 40 years as New York’s trusted boutique executive recruiting & staffing firm \n