Trabajos corporate treasury en Jersey City, New Jersey - Page 3Crear alertas

Job Description Job Summary The Director will lead the production and ongoing management of investment-related deliverables for the Company's institutional businesses, including Pension Risk Transfer (PRT), Funding Agreement Backed Notes (FABN), and the offshore reinsurance platform. This role serves as a senior technical and strategic resource across the institutional investment team, providing thought partnership to portfolio managers, independently driving cross-functional initiatives, and developing new analytical capabilities with minimal direction. A core focus of the role is portfolio oversight and decision support, requiring the ability to synthesize complex information, identify emerging issues, and recommend actionable solutions across ALM, new business, and in-force management workstreams. The position reports to the AVP of Investments and works closely with external asset managers and internal stakeholders across Investments, Treasury, Actuarial, Finance, and FP&A to ensure alignment, execution, and continuity of investment-related initiatives. Duties and Responsibilities Inforce Management/Asset Liability Management (ALM) • Analyze actual versus expected investment deployment related to new business flows; independently identify deviations, diagnose root causes, and recommend corrective actions., • Maintain an enterprise-level view of portfolio liquidity, cash positioning, and reinvestment capacity across products, legal entities, and asset classes., • Monitor portfolio runoff, liquidity needs, and reinvestment timing to support business growth and capital efficiency., • Track and evaluate asset-liability cash flow profiles and portfolio positioning relative to risk limits, investment guidelines, and strategic objectives., • Lead the design, implementation, and ongoing refinement of Strategic Asset Allocation frameworks for the Company's institutional business lines and offshore reinsurance entities., • Partner with external asset managers and internal stakeholders to forecast asset needs and future purchase activity., • Evaluate new investment opportunities in the context of portfolio fit, liquidity, capital efficiency, and ALM objectives., • Drive intra-year portfolio optimization to align asset allocation with evolving business needs, market conditions, and product-specific pricing considerations., • Liaise with Treasury, Middle Office, and Investment Accounting to ensure trade activity, cash movements, and data flows are accurate and timely., • Improve operational efficiency within cash management, portfolio reporting, and data processes through automation and process redesign., • Identify, investigate, and resolve data inconsistencies or errors across investment systems and reports., • Coordinate and manage consolidated portfolio reporting used for internal decision-making, actuarial modeling, and corporate planning., • Communicate investment activity, positioning, and directives clearly to external asset managers on a regular basis., • Collaborate cross-functionally with Actuarial and Finance/FP&A teams to translate investment activity into inputs for forecasting, modeling, and analysis., • Respond to ad hoc analytical requests from senior stakeholders with clear, concise, and decision-oriented outputs., • Assist in the development and informal mentoring of analysts or interns, as appropriate., • Serve as a senior thought partner to portfolio managers on complex analytical, modeling, and investment strategy questions — including ALM frameworks, reinvestment modeling, hedging strategy, and capital efficiency trade-offs — enabling the broader team to operate with greater speed and depth., • Bachelor's degree in mathematics, economics, investments or related field, • 10+ years of investment-related experience, • Advanced technical and financial modeling skills with the ability to automate/streamline current processes, • Effective verbal and written communication skills, • Superior analytical and problem-solving skills, • Proficiency in MS Excel and PowerPoint, • Familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar) #IND-HP #LI-MK1 #LI-Remote Additional Information Work Environments F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role. F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact . Join our employee-centric hybrid work environment: F&G Careers About F&G Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events. As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work. 1Top Workplaces USA 2022 – 2023 2Des Moines Register Top Workplaces 2018 – 2022 Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.

Job Description Attention: Kapitus is aware that individuals posing as recruiters may be communicating with job seekers about supposed positions with Kapitus. Kapitus has received reports that the content and method of communication can vary, but messages may contain requests for payment (e.g., fees for equipment or training) and/or for sensitive financial information. Kapitus will never ask a candidate for employment for payment or financial information during the initial application or interview process. All open positions are posted in location specific employment portals available at All legitimate Kapitus job postings on employment sites will direct candidates to complete an application through these portals before completion of the hiring process. Candidates with additional questions or concerns regarding any recruiting communications or Kapitus' recruiting process in general should email The Financial Planning & Analysis (FP&A) team, part of the broader Strategy & Finance function, is responsible for engaging business leaders to drive short- and long-term budgeting, forecasting, and financial reporting. Reporting to the VP of Strategic Finance, the Director, FP&A will own the FP&A function end-to-end, with a primary focus on designing and scaling processes, implementing modern planning tools (such as Anaplan), and building a high-performing team that operates with public-company rigor in a PE-backed private-company environment. You will be accountable for our company-wide planning cadence, forecasting methodologies, and management reporting framework, ensuring they are robust enough to support a complex financial services business that is "public ready." You will partner closely with senior executives across the organization to drive operating leverage, optimize unit economics, and proactively identify financial and operational risks and opportunities. The ideal candidate brings financial services experience and has helped build or transform FP&A at a high-growth and/or public company, including exposure to public-company–style processes, controls, and reporting expectations. What you will do: People & Team Leadership • Lead, mentor, and develop a small but impactful FP&A team, providing consistent feedback, career development guidance, and performance management, • Define and communicate the vision, mandate, and operating model for FP&A in a "public ready" environment, including how the team partners with Strategy, Accounting, Treasury, and business leaders, • Set and enforce high standards for analytical rigor, data integrity, timeliness, and clarity across all FP&A outputs, • Promote a culture of accountability, creative problem-solving, and cross-functional collaboration within the Strategic Finance team, • Inspire and create a motivating environment through coaching, mentoring, and enablement, • Provide opportunities to participate in both formal and informal developmental activities, • Working with senior leaders and department head, set expectations for all team members and hold employees accountable for results, • Lead hiring, performance management, compensation, and evaluation of team members, • Own the end-to-end financial planning calendar, including the annual operating plan (AOP), long-range plan (LRP), quarterly reforecasts, and monthly outlooks, • Design and implement scalable, repeatable FP&A processes that mirror public-company discipline (e.g., structured monthly close and reporting cycles, standardized packages, clear calendar and expectations), • Lead the evaluation, selection, implementation, and ongoing governance of planning and reporting tools, with a particular emphasis on Anaplan or similar enterprise planning platforms, • Additionally, lead the evaluation of ways to integrate AI tools to augment variance analyses, commentary generation, and set reporting, • Standardize KPIs, dashboards, and reporting packages used across the business, ensuring consistency between internal management reporting and external-facing metrics (where applicable), • Oversee company-wide budgeting and forecasting processes to ensure they are accurate, timely, and aligned with strategic and financial objectives, • Develop and continuously improve executive-ready reporting for senior leadership and the Board, including monthly and quarterly business reviews and deep dives, • Lead the creation of robust scenario analysis and sensitivity models to support strategic decisions (e.g., growth investments, pricing changes, risk appetite, capital allocation, and funding strategies), • Translate company-level goals into detailed financial targets and KPIs by business unit, product, and function, and ensure clear accountability for performance against plan, • Support audit, due diligence, and external stakeholder requests (e.g., lenders, rating agencies, or potential investors) with the level of quality and control expected of a public company, while the company remains private, • Design and maintain planning and reporting that capture the nuances of financial services products, including revenue recognition, loss/credit dynamics, funding costs, liquidity, and capital efficiency, • Drive continuous improvement in unit economics and operating leverage, identifying and executing on levers for margin expansion and expense optimization, • Contribute to strategic initiatives including new product launches, geographic or segment expansion, and potential M&A or strategic partnerships, by owning the financial modeling and performance outlooks, • Additional responsibilities as requested by management. What we're looking for: • Bachelor's Degree required; MBA or advanced finance certification (e.g., CFA or FPAC) preferred, • 8–10+ years of progressive experience in FP&A, corporate finance, investment banking, and/or management consulting, with a substantial portion in financial services (required), • Demonstrated experience building, scaling, or transforming FP&A capabilities at a high-growth and/or public company, ideally including:, • Ownership of budgeting, forecasting, and management reporting processes, • Exposure to public-company–style controls, calendar discipline, and Board/Executive reporting, • Proven track record of owning and improving core FP&A processes in a way that makes a private company effectively "public ready" (e.g., governance, documentation, auditability, repeatability), • Hands-on experience implementing and/or administering modern planning tools, preferably Anaplan, including model design and integration with ERP/GL and data platforms, • Demonstrated experience leveraging AI and machine learning tools to enhance FP&A capabilities, including but not limited to forecasting accuracy, anomaly detection, scenario modeling, and the automation of routine analytical tasks. A strong desire to continue developing these skills and driving AI adoption across the finance function is required, • Expert-level financial modeling and analytical skills, with the ability to both build and review complex models (revenue, expense, cohort, portfolio/credit, and cash flow), • Exceptional communication skills and executive presence, with a demonstrated ability to influence senior stakeholders and simplify complex concepts for non-finance audiences, • Strong leadership skills with a successful track record of building, developing, and retaining high-performing FP&A teams, • High degree of organization, attention to detail, and ownership in a fast-paced, evolving environment Kapitus Total Rewards Package Includes: • Competitive Base Salary Range of $121,700-$195,300. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant's final salary will depend on a number of factors including the applicant's geographic location, skills, and experience., • Annual Incentive Compensation Eligibility – Up to 15% annually, • Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. Additional perks through UHC include: Sweat Equity, free subscription to the Calm App, UHC rewards, Real Appeal, and Quit For Life., • Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses., • Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being., • 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense., • Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events., • Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones., • Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work., • LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:, • Pet and car insurance discounts., • Financial services such as LegalShield., • Relaxation and stress management tools., • Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life., • Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Managed through our LSA plan, Kapitus Academy., • Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities., • Paid Time Off and Sick Time., • Retirement Benefits: Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary. About Kapitus: Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth. Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner's story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.

Job DescriptionBenefits: • 401(k), • Dental insurance Role Overview The Treasury Analyst is part of the Treasury Operations team, responsible for cash management and banking operations. This role supports daily cash positioning, treasury operations, financial systems, and analysis of treasury activities. Key Responsibilities • Prepare and manage daily US cash positioning to ensure liquidity., • Initiate, track, and confirm wire payments; maintain accurate records and documentation., • Coordinate with banks to manage transactions, resolve issues, and support audit inquiries., • Maintain strong internal controls to ensure compliance with Sarbanes-Oxley., • Provide analytical support and recommendations for banking structures and process improvements., • Support ERP enhancements, automation initiatives, and system testing., • Collaborate with business and technology partners to improve treasury processes., • Contribute to department budgeting, cost control, and special projects., • Maintain and improve treasury policies, procedures, and reporting. Qualifications • Bachelors degree in Finance, Accounting, or related field., • 24 years of relevant experience in Treasury, Banking, or Finance., • Strong analytical skills with attention to detail and accuracy., • Experience with ERP systems; RPA or automation tools a plus., • Solid understanding of accounting and cash management principles., • Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word)., • Strong business acumen, intellectual curiosity, and problem-solving ability., • Team-oriented, energetic, and able to thrive in a fast-paced, deadline-driven environment. Preferred Experience • Corporate Treasury, Commercial/Investment Banking, or Financial Consulting., • Process improvement and internal controls experience., • Exposure to data analytics and financial technology This is a remote position.

We're seeking someone to join the Treasury Capital Markets team as a Vice President in Treasury to support the Firm's unsecured funding management. This is a Vice President position within our Corporate Treasury Market-facing/Managing Risk Job Family which is responsible for the management, executio

Job Description About Daiwa Capital Markets America Inc.: Incorporated in 1964, Daiwa Capital Markets America Inc. (“DCMA”) is a New York-based registered securities broker-dealer, a futures commission merchant, a primary dealer of U.S. Treasury securities, and a member of the New York Stock Exchange and other major U.S. exchanges. Our main focus is on the sales and trading of Japanese, Asian, and U.S. equities, fixed income instruments, financial futures, and investment banking for institutional customers. DCMA’s ultimate parent company is Daiwa Securities Group Inc., one of the largest brokerage and financial services groups in Japan. Position Summary: The Trading and Surveillance Compliance Specialist supports the front office sales and trading desks for the fixed income, equity and futures products traded by DCMA. In this role, you will review trading activity real-time and T+1 to monitor activity related to market manipulation and to ensure accurate and timely Trade Reporting; including but not limited to Compliance Engine (TRACE) for Fixed Income products (Treasuries, Mortgage Back Securities, Government Sponsored Enterprise, Corporate bonds, etc.). This role will also collaborate with both the equity and fixed income front office sales & trading, middle office operations and IT on a timely basis to inquire about matters related to daily responsibilities. Core Responsibilities: • Improve on existing trade surveillance operations, • Report surveillance activities on a weekly and quarterly basis for stakeholders, • Monthly FINRA report card review and research, • Best Execution reviews, • TRACE reporting review, • Regulatory Reporting (CAT/CAIS, Bluesheets), • Handle daily trade reporting discrepancies, • Stay abreast of any rule changes while effectively communicating these changes to front/middle office personnel., • Oversight of Treasury Auctions, • Compliance Inspections/Testing, • Primary Dealer Compliance Program, • CME Compliance Program, • Annual Risk Assessment, • Supervisory review of front office sales and trading desks, • Assist in policy and procedure review and update, • Bachelor’s Degree – Finance/Business related, • FINRA Series 7 License for General Representatives, • A minimum of 5 years Compliance/Surveillance experience, • Proficient in the following: Bloomberg, NASDAQ SMARTs Surveillance, TRACE, Microsoft Excel/PowerPoint, Visualization creation. Daiwa Capital Markets America Inc. has a vibrant company culture made up of a diverse team of professionals. We seek to foster an atmosphere in which our employees understand, respect, and inspire each other. We will continue to build a culture that encourages everyone at DCMA to take pride in their work. How we work — individually, with each other, and with our communities — is just as important as what we do and shapes who we are as an organization. Our people are our most important asset, and as a result, we offer a competitive and robust total rewards package which includes, but is not limited to: • Competitive Benefits Package (Medical, Dental and Vision), • Ancillary Insurance (Basic Life Insurance, AD&D Insurance, and Short & Long-term Disability), • Flexible Spending and Health Savings Accounts (FSA and HSA), • Employee Assistance Program (EAP), • Comprehensive health and wellness benefits, • Parental Leave, • Family building benefits, • 401(k) with company match, • Paid Time Off and holidays, • Professional development, educational assistance and training programs DCMA provides equal employment opportunities for all applicants and employees. We are committed to providing a work environment that is free of discrimination and harassment. DCMA prohibits discrimination based on race, color, religion, gender identity, national origin, sexual orientation, age, disability, military or veteran status, or other attributes protected under applicable federal, state, or local laws.

Job DescriptionWho we are: Nitra's mission is to build a more efficient healthcare system and the technology that makes it possible. Our goal is to provide an ecosystem of fintech and software solutions that help doctors better manage their practices, so they can have time back to focus on what matters to them most. We operate with urgency, intensity, and ambition. The bar is high because the opportunity is massive. We expect excellence, ownership, and intellectual rigor from every team member. We move fast, make bold decisions, and hold ourselves accountable to results. At the same time, we believe great companies are built on trust and respect. Every voice matters. Every contribution counts. When we win, we win together. We are scaling rapidly and on a clear trajectory toward becoming a unicorn this year — and beyond. Our growth is not accidental; it’s the result of disciplined execution, relentless focus, and a team that refuses to settle. We are building a category-defining company, and we’re looking for people who want to do the most meaningful work of their careers. If you want comfort, this isn’t the place.If you want impact, ownership, and the chance to help build a generational fintech company, welcome. Nitra was created by unicorn founders who have successfully scaled to thousands of customers and exited $1B+ public offerings. They are joined by an ambitious and experienced team from American Express, Citi, PayPal, Capsule, Plaid, Bloomberg, Meta, Facebook, and Mastercard. The team is backed by some of the world’s leading VCs (Andreessen Horowitz, NEA, etc.) and is supported by an expert group of advisors including the cofounders of Square and Xendit, executives from Intuit, former Governors, White House senior staffers, and a co-founder of CityMD. Nitra maintains a hybrid work policy, with team members working from the office four days per week and Wednesdays designated as a work-from-home day. We're looking for:A Controller to lead and scale Nitra’s accounting function during a pivotal phase of growth. This is a high-impact leadership role for a technically strong and hands-on finance professional who thrives in fast-paced, ambiguous environments and is excited by the opportunity to build processes and infrastructure from the ground up. The ideal candidate brings deep expertise in US GAAP, audit readiness, and technical accounting, along with experience building and leading accounting teams in high-growth startup environments. You will own the accounting function end-to-end, ensure financial integrity and operational rigor, and help establish the foundation required to scale into a category-defining fintech company. This role reports directly to senior finance leadership and will be based in New York City or Washington, DC. Your responsibilities will include: • Own the end-to-end accounting function, including general ledger, reconciliations, close processes, financial reporting, and compliance, • Lead and continuously improve the full-cycle month-end, quarter-end, and year-end close, • Build scalable accounting processes, controls, and workflows from scratch to support rapid growth, • Establish and maintain robust internal controls, accounting policies, and documentation standards, • Serve as the primary lead for external audits, including audit preparation, workpapers, schedules, and auditor coordination, • Drive technical accounting analysis and provide clear guidance on complex accounting matters, • Partner cross-functionally with leadership across finance, operations, legal, and product teams, • Evaluate, implement, and optimize accounting systems and ERP platforms, including potential transitions or upgrades, • Lead, mentor, and scale the accounting team over time, creating structure, rigor, and accountability, • Support strategic initiatives including due diligence, fundraising support, treasury processes, and financial infrastructure buildout, • Ensure compliance with all applicable US GAAP and regulatory reporting requirementsYou have:, • CPA required, • 8+ years of accounting experience, including at least 2+ years as a Controller or in an equivalent leadership role, • Deep expertise in US GAAP and technical accounting, • Proven experience managing full-scope external audits, • Strong background in both public accounting/audit and corporate accounting, ideally including startup experience, • Demonstrated success building accounting processes and controls from the ground up, • Experience owning full-cycle month-end close, • Proven track record of building and leading accounting teams, • Experience with QuickBooks and familiarity with ERP/accounting systems such as NetSuite, SAP, or similar platforms, • Strong ability to explain complex accounting concepts in simple, actionable terms, • Experience in fintech, healthcare, or other regulated industries, • Experience leading an ERP implementation or migration, • Treasury and cash management experience, • Experience automating accounting workflows and reporting, • Experience supporting company fundraising or diligence processes, • Prior startup or high-growth company experienceWe offer:, • Equity - Everyone at Nitra is an owner. When the company wins, you win, • Competitive Salary - You’re the best of the best, and your salary will reflect your experience and reward your contributions to Nitra, • Health Care - Your health comes first. We offer comprehensive health, vision, and dental insurance options., • Retirement Benefits - Your financial stability matters to us so we provide a generous employer 401K match, • Nitra maintains a hybrid work policy, with team members working from the office four days per week and Wednesdays designated as a work-from-home day.The base salary range for this full-time position is $160,000 – $270,000 + equity + benefits. Our salary ranges are determined by role, level, and location. The range displayed reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Nitra values diversity. We are committed to equal opportunities and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnicity, national origin or ancestry, gender, race, religious beliefs, disability, sex, sexual orientation, age, veteran status, genetic information, citizenship, or any other characteristic protected by law.

Job Description About Stellar Stellar is a decentralized, public blockchain that gives developers the tools to create experiences that are more like cash than crypto. The network is faster, cheaper, and far more energy-efficient than most blockchain-based systems. About the Role We're hiring a Director, Ecosystem & Product Security to lead security strategy across the Stellar ecosystem and directly own security outcomes for Foundation-developed systems, Foundation-operated infrastructure, and treasury-related security responsibilities. The role is both strategic and hands-on, requiring deep technical judgment across decentralized systems, product security, and operational risk. Key Responsibilities • Define and lead the Foundation's security strategy across the Stellar ecosystem and Foundation-owned systems, • Raise the practical security baseline for key ecosystem participants including wallets, infrastructure providers, custodians, issuers, and validators, • Publish actionable guidance, reference patterns, and security expectations that drive real adoption across the ecosystem, • Build coordination mechanisms for shared risks, incident response, and cross-ecosystem security improvement, • Own security outcomes for Foundation-developed software, Foundation-operated infrastructure, and treasury/custody responsibilities, • Partner with Engineering, Finance, Legal, IT, and Corporate Security to drive security controls, • Lead secure development efforts across architecture, threat modeling, vulnerability management, bug bounty programs, and product incident response, • Build and lead a high-performing security team Requirements • 10+ years of experience in security, including significant senior leadership experience, • 5+ years leading security programs, teams, or functions with meaningful scope, • Track record of owning security outcomes for complex, high-consequence systems in production, • Deep experience in product and application security with hands-on judgment in real-world environments, • Ability to assess and prioritize risk across protocol design, smart contracts, wallets, validators, dependencies, and governance mechanisms, • Experience driving security improvements across multiple teams, organizations, or ecosystem participants, including without direct authority Bonus Skills • Strong familiarity with blockchain and decentralized system security, • Experience operating in environments where security failures could lead to financial loss or loss of trust, • Strong incident judgment, including experience handling high-severity incidents and disclosure processes, • Experience with secure development frameworks such as NIST SSDF, • Familiarity with Web3 security frameworks such as OWASP SCSVS or SEAL, • Experience in financial infrastructure, payments, custody, or tokenized finance, • Experience in identity, trust, encryption, or internet-scale systems

Job DescriptionCoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at . What You'll Do: The Accounting Systems team owns the design, governance, and optimization of the company's global financial systems and reporting architecture. This team partners across Accounting, FP&A, Tax, Treasury, Legal, and IT to ensure financial data structures, ERP configurations, and reporting processes are scalable, compliant, and aligned with global business needs. About the role: The Senior Manager, ERP and Accounting Systems will lead the design, governance, and optimization of the organization's global financial systems and reporting architecture. This role owns the structural foundation of the company's financial data in the ERP and accounting systems—including chart of accounts (COA), departments/cost centers, legal entities, and related master data—ensuring scalability, integrity, and alignment with global accounting policies and reporting requirements. Serving as a strategic bridge between Accounting, FP&A, Tax, Treasury, Legal, and IT, this leader will drive enterprise-wide ERP transformation initiatives with a primary focus on corporate accounting, financial reporting, internal controls, and compliance. The role is accountable for translating accounting policy and reporting requirements into robust, compliant, and scalable ERP system designs that support statutory reporting, management reporting, consolidation, and period-end close processes. Who You Are: • Bachelor's degree in Accounting, Finance, Business Administration, or related field required, • CPA, CIA, or MBA preferred, • 12+ years in progressive experience in accounting and finance systems, or finance transformation roles, • Prior experience managing a global COA and/or legal entity structure a public, multinational organization required, • Experience with SOX, COSO framework, and compliance required, • Experience with multiple major ERP systems (e.g., Oracle, SAP, NetSuite) and data governance tools, • Experience with system implementations, migrations, and re-architecture, • Proven track record in managing complex cross-functional projects or transformation initiatives, • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration. California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job Description About Quant Quant provides interoperability and orchestration infrastructure for programmable money, including live systems for central banks and a multi‑bank tokenised deposit network. The commercial model compounds through scaled partner distribution and transaction‑volume growth within live accounts. The Role at Quant The Head Americas Financial Services & Corporate Finance Sales is a senior commercial leader responsible for driving end‑to‑end revenue across Tier 1 banks, capital markets firms, FMIs, and large corporates, through both direct enterprise sales and indirect partner‑led channels. This is a pure closing role: success is measured entirely by signed commercial contracts across all buyer types and all sales motions. Operating from a location within commuting distance to New York with travel across the United States and Canada, the role owns the regional commercial engine, managing complex procurement cycles, multi‑stakeholder engagement, and high‑value negotiations. The remit spans: • Direct sales to financial institutions and corporates, • Partner recruitment and activation, • Expansion of transaction volumes in live accounts, • Engagement in industry consortia and central‑bank‑led programmes Key Responsibilities Partner Ecosystem Growth • Sign and manage SI and platform‑technology partners with commercial targets and co‑sell commitments., • Own a direct quota and lead high‑value sales cycles with C‑suite stakeholders across payments, treasury, settlement, and digital‑money programmes., • Grow initial use cases into multi‑use‑case adoption (programmable treasury, FX settlement, tokenised deposits, cross‑border flows)., • Build a small Americas sales team, as we scale., • Provide forecasting, pipeline discipline, and represent Quant at industry and regulatory forums. Required Experience • Demonstrable sales leadership experience at Senior Director level or above, • Strong track record selling financial‑services infrastructure into Tier 1 banks, capital markets firms, or FMIs., • Proven enterprise closing ability across direct and partner‑led motions., • Experience generating revenue through system integrators and platform partners (core banking, TMS, trading/markets platforms)., • Deep payments knowledge (wholesale, settlement finality, cross‑border complexity)., • US and Canada experience and existing senior relationships at major US/Canada institutions., • Regional quota ownership with disciplined forecasting and execution. Strongly preferred: • Fluency (verbal and written) in either French or Spanish language, • Experience in consortia, FMI programmes, or American regulatory contexts., • Regulatory fluency in operational resilience, digital‑finance regulation, and supervisory frameworks. Please note that as we are unable to offer sponsorship for this position, we are focusing our search initially to candidates who have the right to work and indefinite leave to live and work in the United States. Technology powers our progress, but people drive our success. While we embrace innovation to enhance efficiency, we believe that true talent deserves a personal connection. Every candidate is thoughtfully reviewed by a member of our team - because finding the right people is more than a process, its a commitment to our core values. Closing date for applications is 17.00 GMT/18.00 CET on Friday 22nd May 2026. Note to Recruitment Businesses - we are focusing our efforts on sourcing direct candidates for this role and so request not to be sent unsolicited CVs and/or enquiries. Should we decide to enlist the support of a Recruitment Partner, we will reach out to directly to the Organisations with whom we have an established relationship. Hybrid working: Yes, post successful completion of the initial probationary period.

Job DescriptionJob DescriptionResponsible for daily operational functions (multi-product) within the Treasury Operations Department, to facilitate timely and accurate processing. Assist in ensuring that all relevant daily, weekly and monthly controls & procedures are followed. Assist in managing Treasury Operations workflow, ensuring the timely and accurate processing of all treasury transactions:Money Market, Securities and Derivative products QualificationsFive to Ten years processing experience, working with the following products and having corresponding in depth knowledge: Products:Money Markets: Placements and Borrowings – all currencies, CD’s, CP’s, FX (spot, forward and swaps), FX reval process, Repos and Reverse Repos, Cash Management (cash transfers among BNY Mellon, FRB, & State Street). Securities: Treasuries (Bonds, Notes, Bills), Corporate Bonds, agency securities- GNMA, FNMA, FHLMC, SBA (proficient on coupon collection, factors, floating rates and delay). Derivatives: MBS/ABS, CMO’s, CDO’s, CLO’s (, Interest rate SWAPS, Credit DefaultSwaps – CDS, Swaptions, Options, Financial Futures, Caps & Floors, FRA’s Systems, Exchanges and Custodians Familiarity with trading systems affirmation platforms and market data services (Bloomberg, Markitserv, Trade Web, etc.)Has worked with multiple securities custodians and clearing banks, Federal Reserve, BONY, JP Morgan ChaseExperience using different internal Trading Systems, Summit (Bond definitions setup), paragon,SWIFT Alliance, Fedwire securities, DTC, Clearstream, Euroclear, CME, CBOE, LCH, LIFFE, etc. Experience with system upgrades and migrations. User Acceptance and End to End Testing. Documentation.Skills: Good PC skills (Excel, Microsoft Word, etc.)Knowledgeable of the changes for ISO 20022 (format changes, BIC codes)Working knowledge of ActimizeKnowledge of macros, SQL, MS Access, Python is a plusStrong analytical, communication and interpersonal skills.Ability to multi-task & prioritize in a fast-paced environment, and when working with strict dailyprocessing deadlines.Accuracy & attention to detailsMust be able to interact effectively with Front Office personnel and counterparties. College Degree Preferred Essential Duties • Reconcile Daily Bond PL Report (Positions) from Summit against Front Office P/L Report, • Check Daily RM Prices uploaded to Summit against Bond PL Prices, • Check Summit “Expected Payments Report” in order to verify & maintain the daily cash position., • Verify trades input into the system by front office, • Confirm trades, including via SWIFT MT 320., • Set up CUSIP schedules and input trades in Summit, • Input and approve/accept trades and monitor settlements in Insight & GTM (State Street), BNY MMI system(CD’s & CP’s in Bank of New York), • Initiate Margin calls on TBA and Repo’s trades, • Monitor, • “Treasury Edge Cash activity report” & daily cash position, • “Custody Net” (State Street) for cash settlements/P & I activities., • “Insight” (State Street) for trade settlements, & advise fails., • “Captain” (State Street) for Corporate Actions, • Reconcile, • State Street Nostro account Vs. Midas postings daily, • Transit and Control accounts (Midas postings & balances daily), • Daily cash position with BNY Mellon cash report and Front Office, • FX positions & confirm with Front Office, • Summit data Vs Kondor for Bonds and Repos, • Futures & Options P/L with Front Office (OPSTIE), • Process manual journal entries for differences/adjustments, etc., • Process trade assignment agreements, • Maintain cash position for the bank, • Reconcile & process of daily variation margin settlements (Futures & Options), • Perform market closing for the Futures and Options Desk• Transfer funds as needed for daily cash management, • Provide backup for daily functions as needed, • Reconcile accounts payable/receivable, • Maintain departmental statistics: excel spreadsheets, files, archives, etc., • Provide Front Office with reports as requested (PLUPD, etc.), • Process and dispatch payments (FX, and USD)

Job Description Assistant Controller My client is a Registered Investment Advisor (RIA) that manages multiple funds and has in excess of $3B in AUM. The various funds invest in quite a diversified portfolio of securities, including public and private equity, private lending, corporate bonds, futures, interest rate, and volatility swaps. This role will report directly to the Controller. MUST HAVE FUND ACCOUNTING OR FSO PUBLIC AUDIT EXPERIENCE Responsibilities: • Prepare daily P&L reconciliations, margin reconciliations and derivative settlements, • Prepare reporting of daily Fund performance (internally and externally) across multiple products, • Assist with trade booking, prepare new security set-up and ensure correct trade allocations, • Perform daily portfolio cash & position reconciliations and resolution of trade settlement issues, • Work closely with the Controller and CFO on the month-end close, • Compute P&L attribution and various portfolio statistics, • Oversee the Funds’ performance reporting to investors on a weekly and monthly basis, including building and maintaining performance schedules with complex fee structures, hurdles and high water marks, • Project oriented work to assist with various operational functions, including counterparty exposure, collateral management, treasury, regulatory and exposure reporting, • CPA preferred but not required, • MUST HAVE 2+ years of public accounting or fund accounting experience, • Strong product knowledge of the following: equities, futures, derivatives and FX, • Proficiency in Excel required, • Highly motivated, detail oriented individual

Job Description We are Rokt, a hyper-growth ecommerce leader. Rokt is the global leader in ecommerce, unlocking real-time relevance in the moment that matters most. Rokt’s AI Brain and ecommerce Network powers billions of transactions connecting hundreds of millions of customers, and is trusted to do this by the world’s leading companies. We are a team of builders helping smart businesses find innovative ways to meet customer needs and generate incremental revenue. Leading companies drive 10-50% of additional revenue—and often all their profits—from the extra products or services they sell. This economic edge unleashes a world of possibilities for growth and innovation. At Rokt, we practice transparency in career paths and compensation. We believe in transparency, which is why we have a well-defined career ladder with transparent compensation and clear career paths based on competency and ability. Rokt’stars constantly strive to raise the bar, pushing the envelope of what is possible. We are looking for a Senior Manager / Director, Direct Tax & Transfer Pricing Target total compensation ranges from $170,000 - $228,000, including a fixed annual salary of $153,000 - $188,000, an employee equity plan grant, and world-class benefits. Equity grants are issued in good faith, subject to company policies, board approval, and individual eligibility. About the Role: As the Direct Tax Lead at Rokt, you will be a senior leader within our growing Tax team, partnering with Finance, Legal, and the business to manage all aspects of our global income tax footprint. This is a high-impact, high-visibility role within a technology-forward environment where automation and AI tools are actively embedded into how we work. You will lead and advise on complex domestic and international tax matters, manage external advisors, and drive the build-out of scalable processes as the business continues to expand. This is an exciting role with a tremendous opportunity to grow your tax and tech skills. You don't need to be an expert in every area, you do need to have intellectual curiosity and enjoy tech led problem solving and process design. Responsibilities: • Leverage technology to lead all aspects of direct tax matters for Rokt, partnering with the Head of Tax and external advisors., • Lead and manage the preparation and review of Rokt's U.S. federal and state income tax provision (ASC 740), ensuring accuracy and completeness on a quarterly and annual basis., • Oversee federal, state and international income tax compliance, coordinating with external advisors and internal stakeholders to meet all filing obligations., • Partner closely with the Head of Tax and external advisors to serve as a subject-matter expert on transfer pricing, maintaining documentation, policies, and intercompany agreements in alignment with IRS regulations ,OECD guidelines and local country requirements., • Manage international tax matters, including Subpart F, NCTI, BEAT, FDEEI, and other U.S. international tax implications relevant to Rokt's global operations., • Oversee U.S. withholding tax obligations (Forms 1042/1042-S) and foreign withholding exposure, partnering with Treasury and Legal., • Provide proactive audit support for federal, state, and international tax authority examinations, managing information requests and coordinating responses., • Support mergers, acquisitions, and strategic transactions, including tax due diligence, structuring analysis, purchase price allocations, and post-acquisition integration., • Partner with Finance and Accounting teams to identify and implement tax-efficient structures and process improvements leveraging technology and AI tools., • Monitor legislative and regulatory developments to assess impact on Rokt's tax position and proactively advise leadership., • Collaborate cross-functionally with Legal, FP&A, and corporate development on ad hoc tax planning and special projects. Requirements About You: • 8+ years of income tax experience in a Big 4 public accounting firm and/or in-house corporate tax function., • Strong technical proficiency in U.S. federal and state income tax provision (ASC 740) and compliance., • Solid understanding of transfer pricing principles and international tax concepts (Subpart F, GILTI, BEAT, FDII, tax treaties)., • Exposure to tax due diligence and M&A structuring is a strong plus., • Proficiency with tax technology platforms and a strong interest in AI-driven tools and automation., • Strong analytical, organizational, and communication skills with the ability to explain complex tax concepts to non-tax stakeholders. Benefits About Rokt’stars: As a mission-driven, hyper-growth community of curious explorers, our ambition is to unlock real-time relevancy in ecommerce and beyond. Our bias for action means we are not afraid to quickly venture into uncharted territories, take risks, or challenge the status quo; in doing so we either win or learn. We work together as one aligned team, never letting egos get in the way of brilliant ideas. We value diversity, transparency, and smart humble people who enjoy building a disruptive business together. We pride ourselves on being a force for good as we make the world better. About the Benefits: We leverage best-in-class technology and market-leading innovation in AI and ML, with all of that being underlined by building and maintaining a fantastic and inclusive culture where people can be their authentic selves, and offering a great list of perks and benefits to go with it: • Become a shareholder. Every Rokt’star gets equity in the company, • Enjoy catered lunch every day and healthy snacks in the office. Plus join the gym on us!, • Access generous retirement plans like a 4% dollar-for-dollar 401K matching plan and get fully funded premium health insurance!, • Dog-friendly office, • Extra leave (bonus annual leave, sabbatical leave etc.), • Work with the greatest talent in town We at Rokt choose to create a company that is as diverse and inclusive as the world we live in by attracting, growing & keeping the best talent. Equal employment opportunities are available to all applicants without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description The Position Our US office has established itself as a recognized specialist in finance and treasury management and with the growing number of projects and expansion plans, we are looking to hire someone who has the ambition to further grow in finance/treasury, and also to contribute to the development of the US and wider global team. You will have a strong core corporate finance/treasury background and experience in consulting. You will be joining a team of dynamic, experienced Consultants, who operate collaboratively to share knowledge and work at the highest standards to deliver to our clients. You will be involved in project work, business development and other activities including personalized trainings, to help you grow as a consultant. Candidates with more experience may be considered for a more senior position. Key Responsibilities: This is an excellent opportunity to make your mark at Zanders by joining a small, ambitious, growing team. Your role will include: * Providing strategic advice to clients on corporate finance solutions, focusing on optimizing balance sheets and ensuring access to capital and funding to support business growth and strategic objectives. * Leading finance projects within the "Office of the CFO", engaging with client executive teams to drive strategic initiatives such as financial planning, debt management, liquidity management, merger & acquisition and business finance activities. * Analysing companies from a financial, operational and industry perspective to identify gaps and improvement opportunities * Constructing financial models to help clients assess growth strategies, capital structure decisions and transaction alternatives * Preparing C-suite and Board level presentations to help drive strategic decisions * Identifying new business/project opportunities both locally and internationally. Playing a part in commercial activities such as presentations, RFP’s, events and networking * Proactively researching market/product developments and actively seeking out treasury advancements * Participating in and coordinating internal and external knowledge delegation sessions, such as treasury/finance boot camps, client roundtable meetings, guest lecture events and internal trainings * Ensuring project deliverables of the team to the client are submitted on a timely basis * Being a career coach and mentor to a small team you manage Skills to be successful: * 7-12 years’ experience in Corporate Finance or Treasury, especially liquidity planning, cash forecasting, capital planning, working capital, and market risk management (especially IR & FX) * At least 3 years of consulting experience * Experience managing and mentoring teams * Relevant professional qualifications including a Bachelors * Already holding or ambition to carry out further education such as the CTP, CPA or CFA * Knowledge of core treasury systems and ERPs are a plus. Systems include Anaplan, Alteryx, Bloomberg, Kyriba, SAP, GTreasury, FIS * Strong presentation skills and content creation abilities * Willingness to travel 30% or more on occasion * Able to work a full business day and effectively contribute in a hybrid environment – home, office, and client * Team player who takes accountability and is keen to learn and grow * Residing and legally authorized to work in the US We offer: We offer an entrepreneurial culture, that values personal development, with ample room for new initiatives. You will work in an international environment, that fosters career advancement with enthusiastic and helpful colleagues. * The opportunity to become an expert in your chosen field; build skills rapidly alongside diverse clients and * A hybrid work environment, that promotes a healthy work-life balance, plus a laptop and mobile phone * Allowance to set up your home office in an ergonomically responsible way * Participation in the Zanders bonus scheme * Healthcare and 401k * 30 days PTO * Annual Zanders' trip to a (surprise) location in Europe * Overall, a truly collegiate environment with enthusiastic and helpful colleagues, fostering career excellence in Treasury, Risk or Technology *A fully-remote working arrangement for this role is possible, but candidates based in the New York/New Jersey area who are able to work on a hybrid arrangement have our preference. About Us: Progress your career with Zanders. We are a global financial consulting firm focused on Treasury, Risk and Technology. From our HQ in the Netherlands, we have been expanding our presence in Europe, UK, USA, and Asia. For 30 years we have been providing innovative solutions embracing the latest technological advancements to multinational corporations, financial institutions, public sector entities and NGOs. We go beyond conventional boundaries, delving into new market segments to uncover untapped opportunities. As pioneers in Environmental, Social, and Governance (ESG) principles and practices, we support our clients to achieve their ESG goals. At Zanders we invest in our people for an inclusive atmosphere, where freedom, fun, and collaboration are pivotal and set us apart, defining our success. We believe that diversity, equity, and inclusion (DE&I) are essential to establish a strong and sustainable business, fostering a culture that values and respects diversity in all forms. Zanders is not just a workplace – it is a supportive community. We invite those who share our passion for collaboration, growth, and positive impact to join us on this journey. If you're in search of a workplace which nurtures personal and professional development, Zanders is the perfect fit for you. Join us as we continue to shape the future of consultancy, making a meaningful impact in the world of Treasury, Risk, and Technology! By applying for a role at Zanders, you give us approval to use and retain your personal details. Considering Zanders’ nature of enterprise, you are expected to behave to a high moral standard. A Pre-Employment Screening (PES) by a third party is part of the application process. By applying for a role at Zanders, you give us approval to use and retain your personal details. Considering Zanders’ nature of enterprise, you are expected to behave to a high moral standard. A Pre-Employment Screening (PES) by a third party is part of the application process.

Job Duties: Vice President, Trading with Goldman Sachs & Co.Price and execute secured and unsecured funding trades, any second order risks associated with funding trades, and build relationships with Sales, Operations, Engineering and Structuring teams to facilitate client activity and experience.Mo

Corporate Treasury manages the firm's financial resources and minimizes interest expense through liability planning, asset liability management, and liquidity portfolio yield enhancement. Within Corporate Treasury, the Funding and Execution Trading Desk focuses on efficient management of liabilities

Corporate Treasury and Balance Sheet Risk. General working knowledge of Treasury, Balance Sheet, Liquidity Risk and/or Interest Rate Risk is a plus. Understands treasury, balance sheet, liquidity and interest rate risks in order to identify and assess key control activities in business processes.

In addition, you will be responsible for providing any metrics and for recording any approvals received to support the product development as well as communicating extensively with the Line of Business, Liquidity Risk Management, Corporate Treasury Middle Office and Liquidity Management to ensure pr

Work both independently and collaboratively within CIB Treasury, Corporate Treasury, Risk, Quantitative Research and deposit businesses to build understanding of Liquidity models and provide CIB-specific input to modelling assumptions and model development. As the Banking Analytics Liquidity Vice Pr

Solid knowledge of correspondent banking business, marketing, product management, relationship management, US-Chinese economic and political relations required. At least 5 years of banking experience in trade service, treasury Services and/or corporate banking. Other responsibilities include coordin

Job Description First for a reason: At First Student, we are a family of 60,000+ employees who take pride in safely transporting more than 5 million students and passengers to and from their destinations each day! Our family of brands include Transco, Total Transportation, Maggies Paratransit, and GVC II. Our employees are at the forefront of safety and innovation; they create and implement the most advanced training and technology the transportation industry has to offer. Supports daily cash management activities to ensure adequate liquidity. May include liquidity projections, bank-related project management, treasury operations, bank relationship management, cash accounting, short-term investment and payments.$17.00/hr • Job DescriptionMajor Responsibilities, • Supports daily cash process., • Reviews cash management transactions., • Determines company's cash position and daily cash available for investment., • Executes wire transfers and other funds movement as necessary., • Assists with cash forecasting by providing cash actuals for the prior week., • Projects current day cash projections., • Provides guidance with timely resolution of cash issues and inquiries., • Serves as security administrator and subject matter expert for bank provided software., • Performs bank-related project management., • Maintains bank account structure and services., • Maintains internal treasury tools/systems used for everyday cash management processes (spreadsheets, web security administration, etc)., • Provides guidance and training to staff for bank/treasury systems., • Performs foreign currency exchanges., • Oversees maintenance of treasury files and spreadsheets., • Implements treasury workstation., • Performs periodic bank fee analysis., • Processes miscellaneous deposit items for corporate bank accounts., • Obtains certified checks. Minimum Education or Certifications Required • Preferred Bachelor's Degree (or equivalent) in Accounting or Finance, • CTP Minimum Experience or Skills Required • 1-3 years of relevant work experience, • Knowledge of cash management products, • Thorough understanding of processes and payment instruments of US financial institutions, • Treasury workstation and bank software experience a plus, • Excellent oral, written, presentation, and relational communication skills; fluent in English, • Strong organizational and time management skills, • Strong attention to detail and accuracy Physical Requirements and Working Conditions All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. First is also committed to providing a drug-free workplace. First will consider for employment qualified applicants with criminal histories consistent with the requirements of the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Ordinance, and any other fair chance law. Philadelphia's Fair Criminal Record Screening Standards Ordinance Poster is at this link or upon request .

Job DescriptionCompany Description Strategy (Nasdaq: MSTR) is at the forefront of transforming organizations into intelligent enterprises through data-driven innovation. We don't just follow trends—we set them and drive change. As a market leader in enterprise analytics and AI software, we've pioneered the BI and analytics space, empowering people to make better decisions and revolutionizing how businesses operate. We are now also at the forefront of AI disruption, providing data via our enterprise semantic layer to AI agents, tools, and platforms. But that's not all. Strategy is also leading a groundbreaking shift in digital assets, adopting bitcoin as our primary treasury reserve asset in 2020. Since then, we have issued innovative bitcoin-backed securities and have been the leader in bitcoin treasury companies. This visionary move has helped us build a fortress balance sheet, and is solidifying our position as a forward-thinking, innovative force in the market. Our people are the core of our success. At Strategy, you'll join a team of smart, creative minds working on dynamic projects with cutting-edge technologies. We thrive on curiosity, innovation, and a relentless pursuit of excellence. Our corporate values—bold, agile, engaged, impactful, and united—are the foundation of our culture. As we lead the charge into the new era of AI and financial innovation, we foster an environment where every employee's contributions are recognized and valued. Join us and be part of an organization that lives and breathes innovation every day. At Strategy, you're not just another employee, you're a crucial part of a mission to push the boundaries of analytics and redefine financial investment.Job Description Role Overview As a Customer Success Manager (CSM) at Strategy, you will serve as the primary bridge between our enterprise customers and Strategy's engineering, product, and go-to-market teams. You will own the full post sales lifecycle of a customer account portfolio, ensuring customers do not simply "use" the platform but deeply integrate Strategy's cloud-native architecture, Semantic Layer (Mosaic), and AI-powered analytics capabilities into their core technology stack. Your goal is to drive measurable business value and Net Revenue Retention (NRR) by ensuring the platform is technically optimized, strategically adopted, and commercially positioned to expand. Location: New York, NY. Candidates must reside in the New York metropolitan area (NY, NJ, PA, RI, or CT) and be able to commute to the New York's office as needed. Key Responsibilities 1. Technical Strategy & Customer Success * Act as the lead technical advisor for your accounts, guiding customers through complex cloud-native architectures, Semantic Layer (Mosaic) implementations, and AI-driven analytics workflows. * Leading C-suite whiteboard sessions to align platform capabilities with high-level business goals. * Deep-diving into client workflows to uncover and implement high-value use cases. * Translate executive requirements into value realization plans, ensuring technical migrations and data initiatives result in realized ROI and account growth. * Develop and execute customer roadmaps that align with enterprise architecture, security requirements, and strategic business objectives — defining measurable KPIs and adoption milestones. * Lead Quarterly Business Reviews (QBRs) with both business and technical stakeholders, demonstrating ROI, reviewing progress against success metrics, and aligning on future priorities. 2. Technical Enablement & Adoption * Lead the technical configuration and integration phase to accelerate time-to-value, partnering with implementation teams to ensure a smooth transition from deployment to operational use. * Conduct deep-dive technical demonstrations, developer "Office Hours," and capability workshops for engineering, data science, and BI teams. * Proactively monitor account health using technical telemetry — identifying and resolving performance bottlenecks, integration inefficiencies, and adoption gaps before they impact customer satisfaction. * Monitor customer health, engagement trends, and platform adoption data to proactively identify risks and opportunities for value expansion across the account. 3. Product Advocacy & Engineering Collaboration * Synthesize technical feedback and edge cases from the field to influence Strategy's Product and Engineering roadmaps, acting as the customer's internal advocate. * Partner with Engineering to lead strategic customers through Alpha/Beta programs for new AI, Mosaic, and platform features. * Serve as a high-level technical point of contact for complex support escalations, coordinating between the customer's engineering team and Strategy's internal developers to drive timely resolution. * Advise customers on platform enhancements, integrations, and upgrades — ensuring alignment with the Strategy product roadmap and the customer's long-term data strategy. 4. Commercial Collaboration & Customer Advocacy * Support the successful renewal and expansion of customer accounts by ensuring continuous technical and business value realization from the Strategy platform. * Partner with Sales and Account Management to identify upsell and cross-sell opportunities, providing account health insights and adoption data that inform commercial strategy. * Proactively identify renewal risks and collaborate with Sales and leadership on mitigation plans before they escalate. * Develop strong referenceable customers willing to participate in case studies, testimonials, reference calls, and industry events. Qualifications Core Technical Requirements * Bachelor’s degree in business administration, Computer Science, Engineering, Data Science, or a related discipline (or equivalent practical experience) required. * Hands-on experience with cloud-native services (microservices, Kubernetes, Docker) and major cloud providers (AWS, Azure, or GCP). A professional cloud certification is strongly preferred. * Strong understanding of data modeling, ETL/ELT processes, semantic layers, and the lifecycle of Machine Learning models (MLOps and AI deployment). * Familiarity with enterprise analytics, Business Intelligence tools, or AI-driven data platforms is highly desirable. Experience & Professional Skills * 7+ years of experience in a customer-facing Customer Success role — such as Customer Success Manager, Technical Account Manager, Solutions Architect, Sales Engineer, or Technical Consulting — within a SaaS or enterprise software environment. * Demonstrated experience managing strategic or enterprise customer accounts across complex, multi-stakeholder organizations. * Ability to analyze usage data and platform telemetry to identify patterns, surface insights, and deliver data-driven recommendations for expansion and optimization. * Exceptional ability to explain complex technical concepts (e.g., universal semantic layers, data fabric, cloud-native architecture) clearly to non-technical executive stakeholders. * Strong project management and collaboration skills, with experience working across Sales, Product, Engineering, and Support functions. * Familiarity with Agile development cycles and DevOps practices to support customer engineering teams effectively. * Experience with CRM and customer success tools such as Salesforce, Gainsight, or equivalent platforms. Additional Information Strategy is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, creed, color, religion, national origin, gender, sex, sexual orientation, gender identity, disability, veteran status, age, genetic information, or any other legally-protected basis. Strategy provides reasonable accommodation for qualified individuals with disabilities in the hiring process. If you have any difficulty using our online system and you need an accommodation due to a disability, you may contact us about your interest in employment at . Visit Strategy’s Careers page for additional information.

Job Description Elevate your career, perform when it counts: become part of our global financial consulting evolution! Your role: Zanders specializes in treasury & risk management and with the growing number of projects and expansion plans, we are looking to hire someone who has the ambition not only to further grow in corporate treasury and technology solutions, but also to contribute to the development of our capabilities in the USA and wider, global team. We are looking for a candidate with a strong core treasury knowledge and proven experience in implementing and configuring SAP. In this position you will be joining a team of dynamic, experienced Consultants, who operate collaboratively to share knowledge and work at the highest standards to deliver to our clients. You will be involved in project work, business development and other activities including personalized trainings, to help you grow. Candidates with more experience may be considered for a more senior position. Key Responsibilities: * Contribute in end-to-end SAP implementation projects - project scoping, planning, design, configuration, testing and go-live. * Provide support to clients during the implementation, understanding their treasury management requirements, advising on best practices, and ensuring solutions provided align with their needs and objectives. * Being part of cross-functional teams, including technical, functional, and clients' resources, to ensure smooth and timely execution of project deliverables. * Updating stakeholders on project status, timelines, risks, and deliverables, ensuring transparency and proactive issue management. * Advising clients surrounding their treasury technology solutions. This could include re-defining current technology practises, vendor selection and implementation of treasury technology solutions. * Identifying new business/project opportunities both locally and internationally. * Playing a part in commercial activities such as presentations, RFP’s, events and networking. * Managing treasury advisory projects from start to finish, ensuring that deliverables are submitted to clients at a high quality, on a timely basis and in line with the agreed engagement terms. Skills to be successful * Minimum 4-6 years engagement in implementation of SAP Treasury modules and other related tools such as SWIFT, trading portals and market data providers. * Strong skills in SAP-Treasury, specifically with Money Market, Loans, Foreign Exchange (including Hedge Management), Securities and Derivatives (IRS, Options, Futures, Options, SWAPS etc), Cash and Liquidity Management. * Knowledge in Treasury & Risk Management, Cash Management, Treasury Management Systems, In-House Banking, Payment Factories, Bank Connectivity. * Background in a corporate or consulting environment. * Extremely client focused and experienced in resolving challenging problems and creating practical solutions. * Experience in project management and/or leading projects and strong team player. * Relevant professional qualifications including a Bachelors or Masters. * Business fluent (or native) English is required. * Willingness to travel. * Comfortable working in a hybrid environment – the opportunity to be based at home with some travel to the office and client site as needed. We offer: * A flexible work environment, that promotes a healthy work-life balance, * Participation in the Zanders bonus scheme, * 30 holiday days, * An enhanced Safe Harbor plan * Excellent health, dental- and vision insurance. * A laptop and an iPhone, * An entrepreneurial culture that values personal development, with ample room for initiatives, * Expertise in your chosen field, building skills rapidly alongside diverse clients and consultants, * A truly collegiate environment with enthusiastic and helpful colleagues, fostering career excellence in Treasury, Risk or Technology, * An annual Zanders' trip to a (surprise) location in Europe and many more exciting experiences to come! *A fully-remote working arrangement for this role is possible, but candidates based in the New York/New Jersey area who are able to work on a hybrid arrangement have our preference. About Us: Progress your career with Zanders. We are a global financial consulting firm focused on Treasury, Risk and Technology. From our HQ in the Netherlands, we have been expanding our presence in Europe, UK, USA, and Asia. For 30 years we have been providing innovative solutions embracing the latest technological advancements to multinational corporations, financial institutions, public sector entities and NGOs. We go beyond conventional boundaries, delving into new market segments to uncover untapped opportunities. As pioneers in Environmental, Social, and Governance (ESG) principles and practices, we support our clients to achieve their ESG goals. At Zanders we invest in our people for an inclusive atmosphere, where freedom, fun, and collaboration are pivotal and set us apart, defining our success. We believe that diversity, equity, and inclusion (DE&I) are essential to establish a strong and sustainable business, fostering a culture that values and respects diversity in all forms. Zanders is not just a workplace – it is a supportive community. We invite those who share our passion for collaboration, growth, and positive impact to join us on this journey. If you're in search of a workplace which nurtures personal and professional development, Zanders is the perfect fit for you. Join us as we continue to shape the future of consultancy, making a meaningful impact in the world of Treasury, Risk, and Technology! By applying for a role at Zanders, you give us approval to use and retain your personal details. Considering Zanders’ nature of enterprise, you are expected to behave to a high moral standard. A Pre-Employment Screening (PES) by a third party is part of the application process.

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