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Investment Forecasting Strategy & Transformation Lead Full-Time Boston, MA, Springfield, MA or New York, NY The Opportunity As an Investment FP&A Forecasting Strategy Lead, you will own how the investment forecast is produced—leading the end-to-end forecasting lifecycle across planning, production, and continuous improvement within the broader FP&A process. Investment FP&A sits at the center of the enterprise feedback loop, connecting strategy, forecast, actual performance, and management action for MassMutual’s investment portfolio. In this role, you will ensure the investment forecast is delivered in a controlled, transparent, and scalable manner—so it can be relied on as a core input to planning and decision-making for senior and executive leadership. You will operate with direct visibility to Finance and Investment Management senior leadership — partnering with the Head of Transformation, IM Operations, and Data Strategy leaders to ensure investment data governance extends all the way through to FP&A and that we are established as a key customer of enterprise data and platform investments. You will transform the forecasting operating model for Investment FP&A — designing and building workflows that are practical, clearly owned, and easy to maintain. The goal is not just process improvement; it is to build a system that is sustainable, teachable, and does not depend on any single person to run. You will lead the business side of key transformation initiatives, including the Anaplan reimplementation — defining what the team needs from the platform, shaping how workflows should work in the future state, and overseeing testing to ensure the end result is aligned with business purpose. You will work closely with the Modeling COE and enterprise partners to make sure models, data, and systems are aligned to how FP&A operates and where it is headed. In partnership with the Investment FP&A team, you will create the conditions for high-quality, decision-ready insight — and help move the function from production-heavy delivery toward a more scalable, insight-driven model. The Team You will be part of a growing Investment FP&A team focused on transforming how investment performance and strategy are understood and delivered across the enterprise. The team combines analytical insight generation with strong operational ownership of the forecasting process. The team plays a central role in the FP&A planning cycle, owning the investment forecast and serving as a key link between strategy, financial outcomes, and management actions. We work closely with Investment Management, Corporate Finance, Treasury, Actuarial, and enterprise data and systems teams. Our culture emphasizes ownership, clarity, and continuous improvement, with a shared goal of building a scalable, transparent, and reliable forecasting capability that the business can trust. The Impact • Own and evolve the investment forecasting operating model, defining how planning, production, and model governance work across the team — ensuring the model is resilient, scalable, and aligned to enterprise planning cycles, • Design workflow infrastructure that embeds quality and speed into how the team operates — establishing clear ownership, structured handoffs, and built-in transparency so the team can deliver consistently without reliance on individual expertise or manual workarounds, • Safeguard production integrity and stakeholder confidence by establishing process discipline and cross-team coordination into the operating rhythm — ensuring the team meets enterprise timelines without compromising analytical quality, • Lead the business side of Investment FP&A's system transformation, including Anaplan — translating business needs into platform requirements, shaping future-state workflows, and overseeing UAT execution to ensure the end result serves the team's analytical and reporting objectives, • Represent Investment FP&A in enterprise platform and data governance decisions — partnering with the Head of Transformation, IM Operations, and Data Strategy to ensure investment data flows are governed end-to-end and that FP&A is recognized as a key customer of enterprise data and system investments, • Build the operational foundation that enables insight and executive-ready analysis — ensuring data, models, and workflows are structured to enable decision-relevant analysis, in partnership with the Analytics Lead, • Build organizational resilience and reduce key-person risk by establishing documented, repeatable processes and developing junior talent — building a team culture of process ownership and accountability so the team can scale and sustain performance independent of any single contributor, • Drive the continuous evolution of the operating model as part of the broader Finance Transformation — identifying structural gaps, designing scalable solutions, and positioning the team to absorb new demands as the function's scope and influence grow The Minimum Qualifications • 10+ years of experience in FP&A forecasting, actuarial modeling, ALM, Cash Flow Testing (CFT / AAT), or related finance/modeling roles, • Bachelor's degree in Finance, Actuarial Science, Mathematics, Economics, or a related field, • Strong understanding of forecasting processes, planning cycles, and production environments, including interactions between models, data, and financial outputs, • Experience working with actuarial or financial models and understanding model development, testing, and governance cycles, • Demonstrated experience leading model or platform conversions, including defining business requirements, shaping future-state design, and owning the business-side decision-making through implementation. Experience as a participant or tester alone is not sufficient; this role requires someone who has owned the "what" and "why," not just the "how.", • Proven ability to understand enterprise priorities and translate them into forecasting strategy — influencing senior-level stakeholders on platform, data, and process decisions, not just executing against a strategy defined by others. This includes experience engaging with senior leadership, technology partners, and cross-functional owners as a thought partner, not solely as a workstream executor, • Track record of thought leadership in forecasting or modeling operations — including identifying structural gaps, challenging existing processes, and designing scalable solutions that change how a function operates. The expectation is to define and build the framework, not improve within one, • Proven ability to design and operate end-to-end workflows with clear ownership, effective handoffs, and embedded governance — with evidence of having built these from the ground up, not solely maintained existing processes, • Navigate and lead through organizational and system change — operating with ambiguity across evolving tools, data maturity, and competing transformation priorities. Independently assess trade-offs, define sequencing, and make judgment calls that balance enterprise timelines with business quality standards The Ideal Qualifications • Experience leading or co-leading model/platform conversions or system transformations in a business-side ownership capacity, • Familiarity with insurance investment data, modeling inputs, and linkages to STAT and GAAP reporting, • Strong systems-thinking mindset with the ability to identify structural issues and design practical, scalable solutions, • Comfort operating with ambiguity and leading through change in environments with evolving tools, data maturity, and organizational priorities 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-LC1 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.

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.

Job Description Building a Brand starts with a Story FIRST is a leading global brand experience agency providing Content, Creative, Digital Technology, Management & Delivery, and Data & Insights services. For 30 years, we have utilized three flexible delivery models: Embedded teams, Corporate Campus operations, and a Full-Service Agency. Managing over 37,000 events & projects annually across 110 countries, FIRST serves 130+ brands, specializing in Fortune 500 companies within the Financial Services, Technology, Healthcare, Media, and Professional Services sectors. FIRST is part of the broader Encore family of companies. Encore is a global leader in event production and technology. Consistently recognized for excellence, recent honors include 2026 Chief Marketer Agency of the Year, the Ad Net Zero Award for sustainability, and more. Location: Remote (EST time zone location preferred) must live in the US Learn more at www.firstagency.com What You Would Get To Do The Team Lead is responsible for collaborating with the Team Manager for a dedicated account, understanding the strategic approach to the client account, while providing on-the-ground insight into the client business and potential opportunities. This role will manage several company and client initiatives at a time, supporting C-level and senior stakeholders and will also be responsible for key business relationships and team management. This role may be required to support a book of work for planning, venue sourcing, attendee data management, roadshow management or event technology, depending on the role alignment. There is a requirement for onsite events to travel domestically or abroad as required - up to 10%. Your Contributions: Team Management • Collaborate with the Team Manager to understand the strategic approach to the client account, providing on-the-ground insight into the client business and opportunities, while offering input on key challenges and driving the business with a strong understanding of the larger organizational picture, • Mentor and develop 5-12 direct reports, conducting performance development conversations and managing the process, • Oversee the team's workload, ensuring a clear understanding of capacity and pressure points through regular 1:1 meetings. Field questions and offer advice to team members to assist with creative problem solving and knowledge sharing. Manage vacation schedules, and approve monthly expenses., • Ensure the team maintains strong, positive relationships with clients, • Collaborate with the Team Manager to ensure development opportunities, effective business coverage, and continuity, including succession planning., • FIRST ambassador; participate and engage with FIRST initiatives and extracurricular where possible, • Lead and motivate the team to work efficiently, fostering positive communication and an open, inclusive environment that ensures good team morale., • Liaise with the Team Manager and P&C team on talent development and recruitment for open direct report roles, while overseeing the onboarding and offboarding processes, • Active training and development of the FIRST Team. Encourage direct reports to be knowledgeable of best practices, new suppliers, services, and venues and to be proactive with ideas and creative solutions, • Liaise with stakeholders to refine workstreams for efficiency, meet evolving business requirements, and proactively assist with ad hoc projects, troubleshooting problems and optimizing workflows, particularly during periods of change, • Refine and drive best practice; ensure team adheres to firm's SOP and compliance requirements, • Manage up; raise and escalate potential concerns and successes to management on a regular reporting basis Project Management • If applicable, this role may be required to support a book of work for planning, venue sourcing, attendee data management, roadshow management or event technology, depending on the role alignment within a specific client account, which includes end to end project management for the book of work assigned, • Work seamlessly with key internal partners and stakeholders on event deliverables and to understand and drive event objectives forward; consistently maintain excellent client relations even in challenging situations, • Travel for on-site management when necessary What We Are Looking For • People management experience required, • Bachelor's Degree preferred, • 8-10+ years' event management experience, in the financial services industry (strongly preferred) or a corporate environment, • Advanced experience of events and conferences including but not limited to C-level executive events, cocktail receptions and meetings and conferences, • Experience with venue sourcing including extensive knowledge in contracting, negotiation and commission collection may be required, • Experience with event and registration technology, particularly Cvent and Dealogic / Conference Manager may be required, • Experience with virtual platforms including but not limited to; Zoom, Webex and On24 may be required, • Extensive experience in working with and managing senior clients, • Strong leadership experience; both leading and motivating colleagues in a manner that enhances working relationships and encapsulates the company brand and values, • Advanced project management skills with the ability to manage multiple projects simultaneously, • Excellent written and oral communication skills at all levels, • Strong proficiency with Microsoft Office, specifically Excel, • Extensive industry knowledge of new suppliers, venues, services, and best practices, • Strong client management skills with the ability to influence and lead by example, fostering a positive environment, • Ability to create best practice and take on new initiatives independently, • Client centric, approachable, ability to adjust to client needs and style and deepen relationships in support of their business and programs; adapt to ever changing demands and different client work styles, • Motivated, self-starter, ability to take direction and work independently; ability to think innovatively, • Leadership/influencing/negotiation and decision-making skills, • Strong communication skills and empathy for complex issues At FIRST, we believe that our success is driven by the passion, creativity, and commitment of our teams. That's why we offer a range of benefits and perks to support your personal and professional growth • Medical, Dental & Vision, which includes the option of a high-deductible health plan (HDHP) with a health savings account (HSA), • 401 (k), • Five Flexible Spending Accounts Options, • Generous Paid Time Off Allowance, • Employee Assistance Program (EAP), • Life, Disability & Pet Coverages, • Wellness Stipend, • Mobile Phone Allowance, • Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more, • Aura Identity Theft Protection, • Discretionary Bonus Structure, • Global Opportunities: With a presence in 7 countries worldwide, including headquarters in London, New York, and Singapore, you may have the opportunity to work on exciting projects across different locations. United States Residents: The base pay for this position ranges from $113,891.00 - $130,975.00. This role is also eligible for an annual discretionary bonus. Please note that the national salary range listed in the job posting reflects the new hire salary range across various U.S. locations that would be applicable to the position. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. #LI-remote #LI-KM1 FIRST is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. FIRST is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We stand firm: FIRST will not tolerate discrimination or harassment based on any of these characteristics. If any candidate feels that they are unable to meet the requirements of the role, please get in touch to discuss adjustments or other suitable roles.

Senior Manager, Paid Social \n Location: New York City (On-site/Hybrid) \n Department: Paid Media \n Salary: $100,000 – $125,000 \n \n We are seeking a Paid Social Lead who is a true Meta expert, someone who has spent their career living inside Ads Manager and knows how to turn a media budget into predictable, profitable growth. This person will own paid social buying and optimization across Meta and TikTok for a portfolio of DTC brands in the beauty, home decor, and lifestyle spaces, and will be the connective tissue between performance, creative, and AI driven efficiency. \n \n This role is built for someone with an “art meets science” skillset, fluent in the mechanics of bidding, budgeting, and account structure, and equally sharp at briefing, testing, and optimizing creative, because on Meta, creative is the targeting. The ideal candidate has run paid social at an agency, has managed real budgets against real CAC and LTV targets, and has already started using AI tools to work faster and smarter, not just to buy media better. \n Job Description\n \n\n • Develop full-funnel paid social media plans across Meta and TikTok, including channel and budget allocation by funnel stage (awareness, consideration, conversion), flighting, and pacing, translating brand and business goals into an actionable media strategy before execution begins.\n, • Own day to day paid social buying, budget pacing, and optimization across Meta (primary) and TikTok for a portfolio of DTC accounts.\n, • Build and manage campaign structures, bidding strategy, audience segmentation, and budget allocation to hit CPA, CAC and ROAS targets across the funnel.\n, • Serve as the account's Meta subject matter expert, staying ahead of platform updates, algorithm shifts, and new ad formats, and translating them into action before competitors catch on.\n, • Partner with creative and content teams to develop ad briefs grounded in what's actually working in the account, closing the loop between performance data and creative production.\n, • Design and run a disciplined creative testing roadmap (concepts, hooks, formats, angles), setting up tests correctly, reading results rigorously, and turning findings into next round briefs.\n, • Diagnose account and creative fatigue early, and prescribe specific fixes (new creative, audience refresh, structural changes) rather than just flagging the problem.\n, • Present paid social performance, insights, and recommendations directly to clients in weekly status meetings, owning the paid social narrative and fielding client questions in real time.\n, • Lead new client onboarding and setup within Meta and TikTok campaign managers, including account structure, pixel/conversions API implementation, and audience build-out (custom, lookalike, and CDP-sourced first-party segments) using connected CDP tools\n, • Bring hands on AI acumen to the role, using AI tools to accelerate creative briefing, reporting, QA, and account audits, and proactively identifying where automation can replace manual, repetitive work.\n, • Deliver clear, actionable performance reporting, translating raw platform data into a narrative of what's working, what isn't, and what to do next for both internal and client audiences.\n, • Maintain rigorous account hygiene and QA, proactively catching tracking issues, delivery gaps, and underperformance before they become client facing problems.\n, • Collaborate cross functionally with account leads, strategists, and internal leadership to ensure paid social execution ladders up to broader account and business goals.\n\n Qualifications\n \n\n • 4 to 6+ years of hands on paid social buying experience, with deep, demonstrable Meta Ads Manager expertise as the core of your skillset. \n, • 2+ years of management experience.\n, • Comfortable presenting directly to clients in a live setting (e.g., weekly status calls), not just producing written reports.\n, • Agency experience required, with a track record of managing real media budgets across multiple DTC client accounts.\n, • Working buying experience on TikTok and Meta Ads Managers. Experience buying on LinkedIn, Reddit, Pinterest, and Snapchat are preferred. \n, • Demonstrated experience building full-funnel media plans (not just executing within existing campaign structures), with the ability to translate business goals into channel, budget, and funnel-stage strategy.\n, • Proven “art meets science” track record, comfortable both in the numbers (ROAS, CAC, LTV, CPA) and in creative strategy, briefing, testing, and iterating on ad creative.\n, • Demonstrated use of AI tools in your workflow (for example, reporting, creative briefing, account audits, or process automation), with the ability to speak concretely to how you've used them to create efficiency.\n, • Strong analytical instincts and comfort in Meta Ads Manager, Ads Reporting, and third party analytics tools.\n, • Experience managing structured creative testing programs, from hypothesis through readout.\n, • Excellent communication skills, with the ability to translate performance data into a clear story for both internal teams and clients.\n, • Highly organized, proactive, and comfortable owning outcomes independently in a fast paced, multi account environment.\n\n

CitiMed is looking for a strong individual that showcases immense leadership skills to manage one of our medical offices. We are looking for a Practice Manager who has previous experience in running a medical office for more than 5 years. The new manager must possess outstanding organizational and communicative skills. They must be knowledgeable of operational functions and have a strong managerial background. Knowledge of Workers Compensation and No Fault is a plus. We are also looking for someone who can empathize and understand the needs of our staff and patients. Our new manager would be the lead contact and support of their designated office. They will have to work closely with administration to ensure the goals of CitiMed are met. If you have these qualifications and are interested in the job description, we encourage you to apply. Reporting to the CEO, Practice Manager is a key leader in CitiMed future. \n \n Detailed Responsibilities: \n\n • Functions as the main contact and support for their respective staff, patients, physicians, providers, and all other parties\n, • Manages tasks related to the hiring, staff development and performance in collaboration with CitiMed administration and HR policies\n, • Oversees all the clerical duties of the medical administrative assistants, medical assistants and patient care coordinator to ensure the completion of their assigned responsibilities and instructed projects\n, • Works cooperatively and respectfully with the physicians and providers of the clinic, providing timely organizational information as well as seeking their input in clinic and staffing changes\n, • Establishes processes and implements them to ensure as many appointments as possible are being utilized\n, • Provides reports on a monthly or as needed basis with commentary that outlines the reasons for variance in data and communicates with other office managers to share positive practice outcomes\n, • Attends and actively participates in meetings as assigned by the CEO, CFO, and engages in studies and conversations related to improving performance as an organization\n, • Orders and keeps track of all supplies, equipment and necessary inventory for the efficient operation of the clinic and office\n, • Consults with the medical, legal, or compliance departments regarding regulations, practices, practice law, certification requirements, etc.\n, • Uses critical thinking skills and sound judgment to resolve any patient, employee and/or clinic issues that are logical and well-thought out\n, • Works cooperatively with various departments at CitiMed providing timely office information, uploading and sending documentation, and adhering to any request that may be asked of them\n, • Models’ professionalism by example through the adherence to the hospital and medical facility policies, including those related to HIPAA and CitiMed’s Code of Ethics\n\n \n What the Candidate will bring: \n\n • Bachelor’s degree in health services administration or related field\n, • 5+ years’ experience in managing a medical office\n, • 5+ years’ experience in personnel management and/or supervising a department.\n, • Ability to work in a high-volume, complex environment\n, • Ability to foster a positive, problem-solving approach in their workplace\n, • Excellent in multitasking, time management, research and analytical skills\n, • Managerial style that is results oriented, open and transparent\n\n

Exciting Opportunity! We are currently looking for an Sr. Software Engineer (Java) for the location Jersey City, NJ.. This is a 6 months Right to hire Job and Please find the job descriptions below. \n \n Note: "Applicants must be authorized to work for any employer in the location of this role. We are unable to sponsor or take over sponsorship of employment visas at this time." \n \n Summary: \n As a Software Engineer III - Java at client within Enterprise Technology, you serve as a seasoned member of an agile team to design and deliver trusted, market-leading technology products in a secure, stable, and scalable way. You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm’s business objectives, leveraging artificial intelligence (AI) and machine learning (ML) where appropriate to enhance product capabilities and efficiency. \n \n Skill set. \n\n • Java\n, • Spring boot\n, • API\n, • AWS\n\n \n Job responsibilities \n\n • Executes software solutions, design, development, and technical troubleshooting with the ability to think beyond routine or conventional approaches—including the application of AI/ML techniques—to build solutions or break down technical problems.\n, • Creates secure and high-quality production code and maintains algorithms, including AI-driven algorithms, that run synchronously with appropriate systems.\n, • Produces architecture and design artifacts for complex applications, ensuring design constraints are met by software code development, and incorporates AI/ML components where they add value.\n, • Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets, utilizing AI-powered analytics in service of continuous improvement of software applications and systems.\n, • Proactively identifies hidden problems and patterns in data, using AI and machine learning insights to drive improvements to coding hygiene and system architecture.\n, • Contributes to software engineering communities of practice and events that explore new and emerging technologies, including AI and ML advancements.\n, • Adds to team culture of diversity, opportunity, inclusion, and respect.\n\n \n Required qualifications, capabilities, and skills \n\n • Formal training or certification on software engineering concepts and 3+ years applied experience.\n, • Proficiency in coding with Java programming language\n, • Hands-on practical experience in system design, application development, testing\n\n

Chief Marketing Officer (CMO) \n \n Role Overview \n This is a board‑visible, high‑stakes CMO role for a consumer brand in hyper‑growth mode. Backed by a leading private equity firm, the company is scaling aggressively across retail, DTC, omnichannel, and new international markets. You will lead a 20‑person marketing organization across brand, growth, creative, insights, product marketing, and communications — building the engine that drives valuation expansion and global brand dominance. \n You’re not just running marketing. You’re building a global consumer powerhouse. \n What Makes This Role Different \n\n • Private equity rigor paired with the creative freedom of a challenger brand\n, • A global mandate to expand into new international markets\n, • Full ownership of brand, growth, and consumer strategy across all channels and geographies\n, • Leadership of a 20‑person marketing organization across all disciplines\n, • Direct partnership with the CEO, CFO, and private equity stakeholders\n, • A mandate to scale fast, intelligently, and with measurable impact\n\n Key Responsibilities \n Brand Strategy & Global Category Leadership \n\n • Define and evolve the brand architecture, voice, and positioning to win domestically and internationally\n, • Build a cohesive brand experience across digital, retail, packaging, partnerships, and global consumer touchpoints\n, • Lead long‑term brand strategy aligned with private equity growth targets, international expansion, and exit planning\n\n Global Growth, Acquisition & Performance Marketing \n\n • Build a full‑funnel growth ecosystem across paid, organic, retail, and emerging channels in multiple markets\n, • Own CAC, LTV, ROAS, payback windows, and marketing P&L performance across regions\n, • Scale omnichannel acquisition across DTC, Amazon, retail partners, wholesale, and global marketplaces\n\n International Market Entry & Localization \n\n • Develop market‑specific strategies for brand launch, consumer acquisition, and retail penetration\n, • Lead localization of messaging, creative, packaging, and product positioning\n, • Build frameworks for international pricing, regulatory considerations, and competitive dynamics\n\n Consumer Insights & Global Analytics \n\n • Build an insights function that drives product innovation, messaging, and channel strategy across markets\n, • Lead competitive intelligence, category mapping, and whitespace identification globally\n, • Translate data into strategies that accelerate velocity, repeat purchase, and loyalty worldwide\n\n Product Marketing & Innovation \n\n • Partner with Product, R&D, and Operations to shape new product launches and GTM strategy across regions\n, • Lead pricing, packaging, positioning, and portfolio strategy to maximize margin and market penetration\n, • Drive launch calendars, retail sell‑in narratives, merchandising strategy, and category expansion globally\n\n Team Leadership & Organizational Buildout \n\n • Lead, mentor, and scale a 20‑person marketing organization across brand, growth, creative, insights, and communications\n, • Recruit senior operators capable of scaling with the business and navigating global complexity\n, • Build systems, processes, and operational discipline that match private equity expectations\n\n Private Equity Reporting & Value Creation \n\n • Own marketing dashboards, KPIs, and board‑ready reporting with clarity and strategic insight\n, • Partner with private equity stakeholders on growth modeling, scenario planning, and value‑creation initiatives\n, • Drive valuation growth through brand equity, revenue acceleration, margin expansion, and global category leadership\n\n Cross‑Functional Partnership \n\n • Work closely with Sales, Product, Operations, and Finance to ensure marketing is integrated across the business\n, • Align marketing strategy with supply chain realities, retail timelines, and international expansion plans\n, • Serve as a strategic advisor to the CEO on brand, consumer trends, competitive dynamics, and global strategy\n\n Qualifications \n\n • 12–20+ years of progressive marketing leadership experience in CPG, consumer goods, or omnichannel brands\n, • Proven success scaling a high‑growth brand; private equity experience strongly preferred\n, • Experience leading global expansion or managing international markets\n, • Deep expertise in brand building, performance marketing, and omnichannel GTM\n, • Demonstrated ability to lead a large, multidisciplinary marketing team (15–30+)\n, • Strong analytical and financial acumen; comfortable owning a marketing P&L\n, • Advanced degree preferred (MBA or relevant master’s)\n, • High‑velocity operator with exceptional communication, executive presence, and strategic depth\n\n Compensation \n\n • Competitive Base Salary\n, • Company - Performance‑Based Bonus (significant)\n, • Material Equity Participation tied to private equity value‑creation and long‑term upside\n\n The Vibe \n Bold. Creative. Analytical. Relentless. You build brands people obsess over, in multiple countries while delivering the numbers private equity partners demand. You thrive in high‑growth environments, move fast, and turn strategy into execution with precision.

The Associate Director, Paid Social Media is a seasoned and passionate media expert with deep understanding of the social ecosystem. This role requires previous experience in paid social media planning and buying, along with a comprehensive understanding of all major social media platforms and their buying capabilities. \n \n Responsibilities: \n\n • Possess and continuously maintain an in-depth knowledge of social platforms and technologies, staying updated on industry trends and emerging capabilities.\n, • Create compelling presentations that showcase measurement insights and strategic recommendations to support client campaigns effectively.\n, • Collaborate with Havas partners to align client strategies and goals with platform opportunities for current and future campaigns.\n, • Consider broader marketplace conditions, both within the digital landscape and clients' specific industries, to inform data-driven recommendations.\n, • Present full paid social media plans and performance reports tailored to the audience and engage in day-to-day discussions with clients.\n, • Foster a culture of thought leadership and mentorship within the team, actively contributing during meetings and functions.\n, • Demonstrate consistent growth on accounts by introducing new campaign strategies, adopting improved processes, and delivering strategic outcomes.\n, • Oversee social traders, senior traders, and supervisors, ensuring timely delivery against objectives and addressing any discrepancies with account leads and clients.\n, • Collaborate with Havas account Leadership to align objectives and deliverables with social capabilities for new accounts.\n, • Provide guidance and coaching to social supervisors, ensuring the delivery of well-thought-out media recommendations and performance reports.\n, • Ensure proposed campaign plans are feasible for execution by working closely with social supervisors.\n, • Actively participate in new business efforts by conducting research, developing strategies, and representing social capabilities in pitches.\n, • Enforce adherence to established processes and deadlines for campaign setup, quality assurance, reporting, billing, and issue resolution.\n, • Drive discussions about social advancements and technology adoption within the Havas Performance Investment Team.\n, • Foster the professional development of social supervisors, enhancing their strategic programmatic knowledge and support capabilities.\n, • Develop training materials and conduct sessions to showcase expertise on specific topics during new starter onboarding or wider team initiatives.\n, • Conduct thorough quality assurance of campaigns in platforms, ensuring all media is accurately set-up before director sign-off.\n, • Utilize QA as an opportunity to share best practices and optimization techniques with social traders, senior traders, and supervisors.\n\n \n Skills and Qualifications: \n\n • Minimum of 5+ years of experience in paid social media planning and buying.\n, • At least 2 years hands-on trading experience in social platforms, optimizing and managing successful paid media campaigns\n, • In-depth knowledge of all major social platforms\n, • Proven experience in team management and coaching to drive individual and team performance.\n, • Strong ability to communicate media insights holistically, with knowledge of other channels like display, video, search, and TV being highly desirable.\n, • Exceptional organizational skills and the ability to handle multiple clients and tasks efficiently, prioritizing workload effectively.\n, • Effective time management and delegation ability to manage own & teams' tasks effectively\n

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.

Social Director \n The Social Director will be the definitive brand voice on social, turning business-of-sports insight into high-performing, culture-driving social content. You’ll bridge the gap between creative strategy and real-time execution, architecting our content calendar to drive brand growth and elevate our flagship events. This is a rare, high-impact opportunity for a sports and culture fanatic ready to build a defining global brand from the ground up. \n \n Responsibilities \n\n • Social Strategy & Content Roadmap: Lead the lifecycle of our multi-platform presence, from strategy and data analysis to calendar execution across Instagram, LinkedIn, and YouTube, ensuring every piece of content balances brand equity with performance.\n, • Content Development and Storytelling: Collaborate with design and communications to develop compelling visual and written content that resonates. ou will mine, curate, and reimagine our vast library of event assets to turn flagship moments into year-round brand stories.\n, • Channel and Audience Growth: Strategize ways to make existing channels work harder and test out growth opportunities on newer platforms including YouTube, and beyond.\n, • Partner Collaboration: Support the client team as a social media point of contact for partner deliverables, reporting, and strategic questions.\n, • Live Coverage Integration: Collaborate with internal and external production partners prior to and during marquee events to establish clear shot lists, content workflows, and capture strategies optimized for real-time publishing.\n, • Performance Analysis: Utilize analytics tools to monitor campaign performance, generate insights, and optimize content based on data to meet or exceed KPIs.\n, • Trend Monitoring & Cultural Relevance: Track the evolving crossover of sports, entertainment, and digital media, identifying emerging tech, platform updates, and cultural moments early to keep the brand on the offensive.\n, • Community Management: Actively engage with our community, key partners, high-profile speakers, and athlete networks to drive meaningful dialog and growth.\n\n \n Qualifications \n\n • Able to work in office at least 2 days per week\n, • Proven experience in community management or social media management, preferably in a consumer-facing or B2C environment.\n, • Excellent written and verbal communication skills, with a keen eye for detail and the ability to tailor messages to different audiences.\n, • Strong interpersonal skills and the ability to build relationships and engage with diverse communities.\n, • Proficiency in social media management tools and analytics platforms.\n, • Experience with graphic design, video editing, or other multimedia content creation tools is a plus.\n, • Knowledge of best practices for online community management, including crisis communication and conflict resolution.\n, • A passion for sports storytelling and the evolving sports business landscape.\n, • Available and able to travel to multiple events within the calendar year.\n\n \n Base compensation range is $120,000 - $140,000. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, job-related qualifications/skills, and geographic location. The Company reserves the right to modify this pay range at any time. For this role, Benefits include: health/dental/vision insurance, matching 401(k), FSA and HSA accounts, paid time off, sick time, paid parental leave, paid medical leave, STD/LTD insurance benefits, and generous holiday calendar. \n

Duties: \n Contract Role: Global Marketing & Digital Wealth Content Team \n Social Media Analytics & Operations \n The Team \n The Global Marketing & Digital Wealth organization is a forward-looking, globally connected team at the center of the firm’s most high-impact priorities. We are architects of growth, working across functions and markets to unlock opportunities and accelerate outcomes for the business. In collaboration with both internal and external partners, we design the conditions for success—delivering next-generation campaigns, brand platforms, communications, training, and client experiences. Our work is powered by world-class centers of excellence spanning content strategy, research & analytics, and digital platforms & experiences. \n \n Role & Impact \n This role will support the global social media program with a primary focus on social media analytics, reporting, and performance insights, and a secondary focus on social media operations and governance. The individual will help evaluate how organic social content performs across global channels, identify trends and opportunities, and translate data into practical recommendations that improve future content, campaigns, and stakeholder decision-making. \n In addition, this person will help manage the operational backbone of the global social media program, including publishing workflows, platform administration, recordkeeping, account governance, vendor coordination, and compliance-related processes. The ideal candidate is analytical, detail-oriented, highly organized, and comfortable working across multiple stakeholders in a regulated environment. \n \n Responsibilities \n Social Media Analytics, Reporting & Insights \n · Own recurring organic social media performance reporting across global corporate channels, including campaign, channel, audience, and content-level analysis. \n · Translate social media metrics into clear insights, trends, and recommendations for marketing, communications, and business stakeholders. \n · Develop and maintain reporting frameworks, dashboards, benchmarks, and performance summaries that help evaluate the effectiveness of social content and campaigns. \n · Identify audience behaviors, engagement drivers, content themes, and platform trends that can inform future social strategy and execution. \n · Monitor competitor activity, industry best practices, and platform developments to surface relevant opportunities and risks. \n · Partner with internal teams to assess campaign performance, summarize learnings, and recommend optimizations for future social media activity. \n \n Social Media Operations, Publishing & Governance \n · Support the day-to-day operating model for global social media channels, including publishing workflows, approvals, scheduling, documentation, and stakeholder coordination. \n · Help manage backend social media operations, including platform access, account onboarding and offboarding, vendor coordination, recordkeeping, and governance controls. \n · Partner with Legal, Compliance, Corporate Affairs, and other internal stakeholders to support content approvals and ensure social media activity follows applicable policies and regulatory requirements. \n · Maintain and support global social media standards, operating procedures, and governance documentation. \n · Provide guidance to internal stakeholders on social media processes, platform usage, publishing requirements, and governance expectations. \n · Support ongoing improvements to social media workflows, reporting processes, documentation, and operational controls. \n \n Core Skills \n · Strong understanding of major social media platforms, digital marketing, organic content performance, and emerging content trends. \n · Analytical mindset with the ability to interpret data, identify patterns, and translate performance me. \n \n Skills: Trics into actionable business insights. · Experience with social media management, publishing, listening, or analytics tools such as Sprinklr, Brandwatch, Meltwater, or similar platforms. · Hands-on experience using AI and automation tools to streamline recurring workflows, accelerate reporting and insight generation, improve content and approval processes, and connect activity across social media, analytics, and operations platforms. · Strong written and verbal communication skills, with the ability to present insights clearly to cross-functional stakeholders. · Excellent organizational skills, attention to detail, and ability to manage multiple projects, deadlines, and stakeholders at once. · Comfort working in a regulated, process-oriented environment where governance, approvals, and documentation are critical. Qualifications · Bachelor’s degree required. · 2–4 years of experience in social media analytics, digital marketing, social media operations, content strategy, marketing analytics, or a related field. · Experience developing performance reports, analyzing campaign results, and using data to generate recommendations. · Experience supporting social media publishing workflows, governance processes, or platform administration is preferred. · Agency experience or experience coordinating with agency partners is a plus. · Experience in financial services, asset management, fintech, B2B marketing, or another regulated industry is preferred.

Role Overview \n We are seeking an experienced Program Director to oversee an OASAS-certified Part 820 Residential Substance Use Disorder Treatment Program. This senior leadership role is responsible for the program's clinical, administrative, regulatory, operational, and fiscal performance. \n The ideal candidate brings significant hands-on experience leading an OASAS Part 820 residential program and extensive knowledge of OASAS regulations, audits, grant compliance, clinical operations, and multidisciplinary team leadership. \n \n Key Responsibilities \n\n • Direct day-to-day operations of an OASAS Part 820 residential treatment program\n, • Maintain compliance with OASAS regulations, 14 NYCRR Part 820 requirements, grant requirements, and applicable audit standards\n, • Maintain continuous readiness for OASAS reviews, fiscal audits, grant monitoring, and unannounced inspections\n, • Develop and oversee corrective action plans related to audits, incidents, compliance concerns, and quality improvement\n, • Oversee admission, continued stay, discharge planning, and continuity-of-care processes\n, • Monitor census, capacity, utilization, program outcomes, and performance indicators\n, • Provide clinical oversight and ensure delivery of evidence-based, trauma-informed, and person-centered services\n, • Ensure assessments, treatment plans, progress notes, discharge summaries, and other clinical documentation meet regulatory requirements\n, • Supervise program leadership, clinical supervisors, and multidisciplinary staff\n, • Ensure staff meet OASAS credentialing, training, licensure, and supervision requirements\n, • Manage staff performance, development, accountability, and retention\n, • Develop and oversee program and grant-funded budgets\n, • Monitor expenditures, reimbursement, billing, and fiscal reporting\n, • Oversee grant deliverables and required reporting to OASAS and other funding entities\n, • Lead continuous quality improvement and monitor clinical quality, incidents, client outcomes, and compliance indicators\n, • Serve as a primary liaison with OASAS, funders, oversight agencies, and community partners\n, • Represent the program during audits, monitoring visits, and stakeholder meetings\n, • Support strategic planning and long-term sustainability of residential services\n\n \n Required Qualifications \n\n • Current New York State LCSW license\n, • Current CASAC credential\n, • Minimum 5 years of Program Director experience specifically managing an OASAS Part 820 residential program\n, • Minimum 10 years of staff and team management experience, including leadership of multidisciplinary teams\n, • Extensive knowledge of OASAS regulations, Part 820 standards, audits, and regulatory compliance\n, • Demonstrated experience managing program and grant-funded budgets\n, • Experience with grant compliance, reporting, and deliverables\n, • Strong clinical oversight and quality assurance experience\n, • Experience managing regulatory audits and maintaining program readiness\n, • Strong leadership, analytical, organizational, and decision-making skills\n, • Experience with EHR, data tracking, and compliance reporting systems\n\n \n Preferred Qualifications \n\n • Experience overseeing multiple OASAS-funded residential programs\n, • Experience managing state, federal, and/or foundation grants\n, • Knowledge of co-occurring disorder treatment and integrated care\n\n \n Work Environment & Travel \n\n • Residential treatment setting\n, • Leadership responsibility for management, clinical, and frontline staff\n, • Some travel between organizational sites, trainings, meetings, and other business-related locations\n\n

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

Senior Fidessa Developer – Cash Equities Trading Technology \n Company Overview: \n Business Integration Partners (BIP) is Europe’s fastest growing digital consulting company and are on track to reach the Top 20 by 2030, with an expanding global footprint in the US (New York, Charlotte, Chicago, and Houston). Operating at the intersection of business and technology, we design, develop, and deliver sustainable solutions at pace and scale, creating greater value for our customers, employees, shareholders, and society. \n BIP specializes in high-impact consulting services across multiple industries with 6,000 employees worldwide. Our Financial Services business serves Capital Markets, Insurance and Payments verticals, supplemented with Data & AI, Cybersecurity, Risk & Compliance, Change Management and Digital Transformation practices. We integrate deep industry expertise with business, technology, and quantitative disciplines to deliver high-impact results for our clients. \n BIP is currently expanding its footprint in the United States, focusing on growing its Capital Markets and Financial Services lines. Our teams operate at the intersection of business strategy, technology, and data to help our clients drive smarter decisions, reduce risks, and stay ahead in a fast-evolving market environment. \n \n About the Role \n We are seeking an experienced Senior Fidessa Developer to join an Equities Cash Technology organization supporting institutional and retail equities trading businesses. \n This is a hands-on engineering role focused on the development, enhancement, integration, upgrade, and production support of multiple trading applications built on the Fidessa trading platform. \n The successful candidate must have strong hands-on experience with Fidessa server-side development, deep knowledge of Fidessa architecture and OMS components, and experience delivering product upgrades involving complex client-specific customizations. \n The role requires close partnership with Trading, Business Analysts, Product Managers, Production Support, Infrastructure, and other Engineering teams to deliver reliable, scalable, and compliant electronic trading solutions. \n The strongest candidates will bring deep experience across CASE, FBL, TOP, OMAR, TMAR, PMAC, FIX connectivity, Fidessa upgrades, and Cash Equities trading workflows. \n \n Key Responsibilities \n\n • Design, develop, enhance, and support server-side applications built on the Fidessa trading platform.\n, • Develop and maintain Fidessa solutions using CASE, FBL, and TOP.\n, • Work extensively with Fidessa OMS components including OMAR, TMAR, and PMAC.\n, • Support multiple production Fidessa trading systems used by institutional and retail Equities businesses.\n, • Integrate Fidessa applications with exchanges, brokers, internal trading systems, market-data platforms, risk systems, and downstream post-trade applications.\n, • Develop and support FIX connectivity, including order routing, execution reporting, message validation, troubleshooting, and external counterparty connectivity.\n, • Perform Fidessa product upgrades and manage the impact of upgrades on existing client-specific customizations.\n, • Analyze existing Fidessa customizations and determine remediation or redevelopment requirements during product upgrades.\n, • Support Cash Equities trading workflows including order capture, validation, routing, execution, allocations, and post-trade processing.\n, • Troubleshoot complex production issues across Fidessa applications, databases, messaging layers, integrations, and infrastructure.\n, • Develop and maintain interfaces using Fidessa products including PAIRS, NMS, FIX+, APAS, and FDA.\n, • Partner with Business Analysts, Product Managers, Trading teams, and technology stakeholders to translate business and regulatory requirements into technical solutions.\n, • Support regulatory and business-driven changes affecting equities trading workflows.\n, • Develop utilities, automation, and integration components using TCL, Python, Unix Shell, and/or PowerShell.\n, • Work with relational databases including Sybase and Microsoft SQL Server for application support, troubleshooting, and data analysis.\n, • Support distributed and event-driven application architectures using messaging platforms such as AMPS, IBM MQ, and Tibco EMS.\n, • Participate in application design, code reviews, testing, deployment, and production-readiness activities.\n, • Develop and maintain automated testing frameworks supporting Fidessa releases and upgrades.\n, • Onboard Fidessa applications and deployment processes into modern DevOps and CI/CD pipelines.\n, • Partner with infrastructure and platform teams to improve application resiliency, monitoring, deployment automation, and operational supportability.\n, • Use modern AI-assisted development tools where appropriate to support coding, testing, debugging, documentation, and technical analysis.\n\n \n Required Qualifications \n\n • 7+ years of Core Java development experience.\n, • 3+ years of hands-on Fidessa server-side development experience.\n, • Strong hands-on experience with Fidessa CASE, FBL, and TOP.\n, • Strong knowledge of Fidessa OMS architecture, including OMAR, TMAR, and PMAC.\n, • Demonstrated experience supporting or developing production Fidessa trading platforms.\n, • Hands-on experience with FIX protocol, including order flows, executions, session management, connectivity, and troubleshooting.\n, • Proven experience performing Fidessa product upgrades involving client-specific or onsite customizations.\n, • Strong understanding of Cash Equities / Global Markets trading workflows.\n, • Experience with Order Management Systems and post-trade processing.\n, • Experience with Fidessa products such as PAIRS, NMS, FIX+, APAS, and FDA.\n, • Strong understanding of distributed systems, event-driven architectures, messaging, and application integration.\n, • Experience with Windows and Linux environments.\n, • Scripting experience using TCL, Python, Unix Shell, or PowerShell.\n, • Experience with Sybase and/or Microsoft SQL Server.\n, • Experience with messaging technologies such as AMPS, IBM MQ, or Tibco EMS.\n, • Experience with Agile software development methodologies.\n, • Experience with automated testing, DevOps, and CI/CD pipelines.\n, • Strong troubleshooting and production-support skills.\n, • Strong communication skills and the ability to work effectively with Trading, Product, Business, and Technology stakeholders. \n\n \n Preferred Qualifications \n\n • Strong hands-on experience with Fidessa FDA.\n, • Hands-on FTW development or implementation experience.\n, • Significant Sybase experience.\n, • Experience modernizing or integrating legacy Fidessa platforms with modern enterprise technology stacks.\n, • Experience supporting high-volume institutional Cash Equities trading platforms.\n, • Experience working directly with Equity Traders, Sales Traders, Electronic Trading teams, or Global Markets stakeholders.\n, • Experience with production monitoring, observability, and application-performance tooling.\n, • Familiarity with AI-assisted software development tools.\n\n \n Compensation: \n The base salary range for this role is $150,000 - $185,000 \n Benefits: \n\n • Choice of medical, dental, vision insurance.\n, • Voluntary benefits.\n, • Short- and long-term disability.\n, • HSA and FSAs.\n, • Matching 401k.\n, • Discretionary performance bonus.\n, • Employee referral bonus.\n, • Employee assistance program.\n, • 11 public holidays.\n, • 20 days PTO.\n, • 7 Sick Days.\n, • PTO buy and sell program.\n, • Volunteer days.\n, • Paid parental leave.\n, • Remote/hybrid work environment support.\n\n For more information about BIP US, visit https://www.bip-group.com/en-us/. \n Equal Employment Opportunity: \n It is BIP US Consulting policy to provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job, without regard to age, gender, gender identity, sexual orientation, race, color, religion, creed, national origin, disability, genetic information, veteran status, citizenship, or marital status, and to maintain a non-discriminatory environment free from intimidation, harassment or bias based upon these grounds.

Lead high-profile private equity fund engagements, mentor talented teams, and accelerate your career with a growing industry leader offering strong compensation, bonus potential, and exposure to complex investment structures! This Jobot Job is hosted by: Brad Trombly Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $100,000 - $170,000 per year A bit about us: A leading private capital services organization is seeking a Fund Accounting Manager to join its expanding fund administration team. This role offers the opportunity to oversee complex private equity fund operations, support premier investment sponsors, and lead teams responsible for critical accounting and reporting functions across the full fund lifecycle. The ideal candidate will bring deep private equity fund accounting expertise, strong leadership capabilities, and a passion for delivering exceptional client service. Why join us? Competitive salary of $100,000 - $170,000 annually Discretionary performance bonus Comprehensive benefits package Exposure to the full private equity fund lifecycle Opportunity to work with newly launched and innovative investment funds Leadership and team development responsibilities Significant career advancement opportunities Ongoing professional and technical development Collaborative, entrepreneurial work environment Opportunity to influence operational efficiencies and process improvements Job Details Partner closely with Directors and Managing Directors to oversee daily fund operations Independently manage accounting and operational activities for private equity funds Serve as a primary point of contact for clients with limited oversight Analyze Limited Partnership Agreements (LPAs) and governing documents to summarize key economics and fund structures Supervise, mentor, and develop accounting team members Oversee preparation and review of capital calls, distributions, financial statements, waterfalls, IRR calculations, and related deliverables Review and approve fund deliverables prior to senior leadership review Perform complex analyses of financial reporting, capital events, and private equity transactions Support onboarding and setup of new client fund structures Drive process improvements and operational efficiency initiatives Ensure delivery of high-quality client service and regulatory compliance Coordinate with internal and external stakeholders on fund reporting matters Interested in hearing more? Easy Apply now by clicking the "Quick 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

We are Assembly, the modern global media agency that’s part of Stagwell, the challenger network built to transform marketing. We’re purpose-led through our core, and we help brands build connections with people through culturally relevant media experiences. We’re at the cutting edge of data and tech-driven marketing, and we believe brand and performance media can work together to drive breakthrough business growth. \n \n ICYMI: Assembly was named Ad Age’s first-ever Purpose-Led Agency of the Year atop the 2022 Ad Age A-List! \n \n The primary responsibility of the Associate Director, Programmatic/DMP is developing, deploying and measuring the effectiveness of programmatic media campaigns with the help of a team of programmatic practitioners. This candidate is an evangelist for marketing automation and has a clear POV on the role of data and technology in the advertising ecosystem. \n \n This position requires comfort in analyzing data for the purposes of optimizing campaigns, making client recommendations and planning new initiatives as well as extreme comfort with the ad tech ecosystem. Proficiency in digital media advertising and the full ecosystem from ad servers to supply partners, DSPs, channels/device types and DMP technology platforms and tools is required for this role. The ideal candidate is a master at Excel reporting or tools like Tableau to complete client deliverables as well as reporting for internal optimization making decisions. This candidate will be able to communicate programmatic concepts to teams internally as well as partners and clients externally, serving as an advocate for automation. The candidate must have a proven track record of delivering strong performance results for marketers across verticals and being able to provide transparency into how and why. A “roll-up-your-sleeves” approach is mandatory and a “get-it-done” attitude is a must. Specific responsibilities include audience analysis, discovery, and segmentation, completing RFPs with client objectives in mind, optimizing campaigns to advertisers’ KPI, and setting best practices for programmatic activation. This role will have support from a team of programmatic analysts and requires comfort training and delegating. \n \n Successful candidates will be highly-motivated, independent thinkers, who can act instinctively without detailed supervision. They are multi-dimensional ‘rising-stars’ who have an intellectual curiosity to do complex problem-solving, and are able to communicate these succinctly to a broad internal and external client audience. This position reports to the VP/Director Programmatic. \n \n Responsibilities \n\n • Serve as an expert on all aspects of programmatic planning and buying including audience design and discovery, DSP implementation and optimization, reporting and analysis in campaign flight and post campaign to influence future planning\n, • Assist in guiding the programmatic team by reviewing buying/trading practices, optimization techniques, DMP usage and workflow, troubleshooting across key stakeholders, and ensuring overall success of client relationships\n, • Be daily liaison between agency and client with the ability to educate on the nuances of programmatic, its role within the advertiser’s broader strategic mix and benefits\n, • Ensure all lines of business receive appropriate programmatic support and have strategic account plans\n, • Lead regular knowledge share sessions to share and learn new strategies for optimizing and enhancing campaign performance by engaging with the ad tech marketplace including but not limited to DSPs, SSPs, publishers, data/DMP partners and other tech players as needed\n, • Complete programmatic forecasting exercises for senior management with P&L oversight in driving revenue\n, • Participate in regular financial and operational meetings with senior management\n, • Collaborate with Tech, Data, and Inventory partners to keep abreast of the latest trends and feature sets available for programmatic activation\n, • Serve as a point of escalation for campaigns and troubleshoot issues with partners as needed\n, • Coordinate training, mentoring, and development of direct reports with the help of relevant partners like DSPs\n, • Help to showcase programmatic success via case studies and POVs on ad tech\n\n \n Knowledge & Experience \n\n • Firm understanding of ad tech ecosystem and core industry topics like brand safety, cost transparency and data privacy\n, • Four-year college degree\n, • 4+ years of strategic planning/campaign management experience at a programmatic buying entity, DSP or SSP required\n, • 3+ years with increasing responsibility within an agency or media company\n, • 2+ years of people managing experience\n, • Proven track record of excellent project management working across multiple teams and stakeholders\n, • Expertise in interactive media planning and buying elements\n, • Experience in Display, Video, and Mobile programmatic media buying\n, • Experience with advanced digital ad serving technology\n, • Strong analytical thinking and mathematical skills with proficiency in Excel or data platforms like Tableau\n, • Excellent communication skills with written and oral with high attention to detail\n, • Ability to multi-task in a high paced environment with multiple stake holders\n, • Experience in a cross-functional team environment. Agency experience a big plus.\n\n \n Technical Skills \n\n • Proficiency working in multiple DSPs including but not limited to DV360, The Trade Desk and Yahoo platforms\n, • Familiarity with ad serving platforms (e.g. DART, Freewheel) and their reporting outputs\n, • Proficiency with Excel including pivot tables and VLOOKUPs and Powerpoint for creating client facing presentations\n, • Understanding of campaign, ad server, impression, and user data that can help capitalize on key drivers of performance and identify opportunities for account growth\n\n \n In order to comply with equal pay and salary transparency laws in various locations, we believe the target range of base compensation in all locations within the United States for this role is $100,000 - $120,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location. \n \n In addition to medical, dental and vision coverage, we offer a generous PTO plan, 401k program, comprehensive family planning benefits (including paid parental leave), and pre-tax commuter benefits. Benefits/perks may vary depending on the nature of your employment with Assembly and the location where you work. \n \n At Assembly, we believe every career is as unique as the individual and empower employees to reach their full potential in a winning culture motivated by a powerful purpose. \n \n Assembly is an advocate for equal opportunity in the workplace. We are committed to ensuring equal opportunities regardless of race, color, religion, sex, national origin, sexual orientation, age, citizenship, marital status, gender identity, status as a protected veteran, among other things, or status as a qualified individual with disability. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know. EEO Employer M/F/Vet/Disabled.

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.

Job Description: NOW HIRING A MECHANIC FOR A FULL-TIME JOB OPPORTUNITY! STARTING HOURLY WAGE OF $28.00 BASED ON EXPERIENCE! Our mission of providing care to the world at a moment's notice is at the heart of everything we do. We are caregivers, first and foremost and we will be there when you need us. With more than 38,000 employees, Global Medical Response teams deliver compassionate, quality medical care, primarily in the areas of emergency and patient relocation services around the world. We provide end-to-end medical transportation as well as fire services, integrated healthcare solutions and disaster response. JOB SUMMARY Entry level position: Performs light duty repairs on AMR fleet vehicles, assist senior mechanics and provides logistical support as assigned ESSENTIAL FUNCTIONS/DUTIES • Performs Light mechanical and electrical repairs on AMR vehicles., • Responds to vehicle breakdowns in the field when requested., • Provides logistical support for the department. Assists Front Line Mechanics as needed., • Operates company vehicles in accordance with company policy and safe, • practices., • Completes all required paperwork and documentation neatly, correctly, and on time using AMR repair orders., • Uses maintenance data base to document all completed tasks / job assignments., • Attend all mandatory Fleet related training., • Adhere to all company policies and procedures., • Adherence to and compliance with information systems security is everyone’s responsibility. It is the responsibility of every computer user to: Know and follow Information Systems security policies and procedures. Attend Information Systems security training, when offered. Report information systems security problems., • Vehicles repaired correctly and in a timely fashion., • Responds to changing departmental priorities., • Quickly respond, diagnose and repair vehicles during road call situations., • Maintain safe and clean work area., • Documentation complete and neat., • Accurately account for all parts and materials., • Maintain good working relationship with all personnel and professional conduct with outside contacts., • Excellent customer service skills. QUALIFICATIONS Education/Licensing/Certification: Must have a current valid driver’s license. • Must have a High school diploma, or equivalent education., • 1 years verifiable Line Mechanic or Mechanic Helper / Associate experience., • 2 ASE Certifications (Truck or Automotive series). Preferably Brake and Steering / Suspension., • MACS AC Certification or equivalent ASE Certification., • Basic set of personal tools. Experience: • Ability to prioritize multiple tasks., • Ability to work independently and as a team member., • Ability to employ discretion and confidentiality in sensitive areas., • Ability to read, interpret, and follow instructions on memos, letters, various documents and repair manuals., • Ability to perform the essential job functions., • Regular and predictable attendance., • Basic automotive knowledge and skills necessary to perform maintenance and repairs on company vehicles., • Must have a full set of personal tools. | Job Description : GUIDING VALUES AND BEHAVIORSEmployee must consistently exhibit our guiding principles: • Patient Care - We continually earn the privilege to care for our patients. It is at the forefront of everything we do., • One Team - We respect each other and achieve together what no individual can alone., • Innovation - We are driven to develop solutions that inspire progress., • Vigilance - We will never waver in our commitment to safety and preparedness in the fulfillment of our duties., • Ownership - We are accountable for what we do and take pride in how we do it., • Citizenship - We are dedicated to being good stewards in the communities we serve. REPORTING RELATIONSHIPS Reports to: Fleet Manager Interrelationships: Operations, and other support departments ns at _. _. EEO Statement: Global Medical Response and its family of companies are an Equal Opportunity Employer, which includes supporting veterans and providing _for individuals with a disability. More Information about this Job: Check out our careers site _ to learn more about our benefit options.

Our Client, a Global Financial Services Firm, is seeking a Compliance Technology BA in their New York, NY location. \n \n *MUST be local to New York \n \n Responsibilities \n\n • Partner with Registration, Compliance Advisory, Business Supervision, Employment Legal, Control Room, and other stakeholders to gather, analyze, and document business and system requirements.\n, • Support pre-hire compliance and recruitment integration initiatives, ensuring requirements are clearly defined and aligned across business, compliance, and technology teams.\n, • Coordinate with HR Technology teams on system requirements, interfaces, integrations, and test data.\n, • Work closely with developers to translate business requirements into functional solutions, including reviewing mockups and supporting solution demonstrations.\n, • Facilitate stakeholder meetings, requirements sessions, and solution reviews; gather feedback and drive follow-up actions.\n, • Support enhancements and change requests for JRMS and FINRA Tracker, including screen changes, processing updates, and workflow improvements.\n, • Create, maintain, and update Business Requirements Documents (BRDs), functional documentation, process flows, user stories, and acceptance criteria.\n, • Coordinate and execute testing of system enhancements and changes prior to production release, including UAT support and defect resolution.\n, • Support FINRA-related system and process updates as business priorities require.\n, • Provide ongoing Agile development support, including maintaining JIRA, tracking requirements and deliverables, and supporting backlog and development activities.\n, • Assist with developer assignments and prioritization based on workload, capacity, project dependencies, and business priorities.\n, • Support project governance through status reporting, stakeholder meetings, issue tracking, dependency management, and follow-up activities.\n, • Provide Business Analyst support across additional systems and initiatives, including Rules Tracker and JFSI Traceability enhancements.\n, • Provide support for E-Communications Surveillance initiatives as needed.\n, • Assist with Trade Reporting initiatives, including the migration of Wealth Management legacy reporting to the Sigma BI platform.\n, • Serve as a liaison between business, compliance, operations, and technology teams throughout the full project lifecycle.\n\n Requirements \n\n • 5+ years of experience as a Business Analyst, Systems Analyst, or similar role within a complex enterprise environment.\n, • Strong experience gathering, analyzing, documenting, and managing business and functional requirements.\n, • Experience partnering with both business stakeholders and technology/development teams.\n, • Strong experience creating and maintaining BRDs, functional requirements, user stories, process flows, acceptance criteria, and related project documentation.\n, • Hands-on experience supporting system enhancements, change requests, testing, UAT, defect management, and production releases.\n, • Strong knowledge of Agile development methodologies and experience working within Agile delivery teams.\n, • Proficiency with JIRA, including maintaining requirements, stories, tasks, statuses, and project documentation.\n, • Strong stakeholder management skills with the ability to facilitate meetings and coordinate across multiple business and technology groups.\n, • Ability to independently manage multiple priorities, requirements, dependencies, and deliverables in a fast-paced environment.\n, • Strong analytical, problem-solving, organizational, and communication skills.\n, • Experience within financial services, banking, broker-dealer, compliance, regulatory, or wealth management environments strongly preferred.\n, • Knowledge of FINRA, employee registration, compliance, supervision, surveillance, or trade reporting processes is highly desirable.\n, • Experience supporting system integrations, data migrations, reporting platforms, or technology transformation initiatives preferred.\n, • Experience with SQL, BI/reporting platforms, Confluence, Visio, or similar tools is beneficial.\n, • Bachelor’s degree in Business, Finance, Information Systems, Computer Science, or a related field preferred.\n

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

Our client is a top company in the insurance and financial services space. They are seeking a Business Analyst - Process Design & Documentation for their team on a temporary basis. \n \n This role provides business analysis capacity for that work. The analyst works with operations owners across six workstreams to map the new and changed process flows, draft the procedures and playbooks that go with them, and keep the deliverable register current as decisions land. The work is documentation-led rather than advisory, and it is the record the operations teams will run the fund from once it is live. \n Key responsibilities \n Process mapping and documentation \n\n • Work with workstream owners to map new and changed process flows end to end, including the split of activity between Client and the fund administrator.\n, • Capture control points, handoffs, exception paths and system touchpoints in each flow, and identify where a step has no clear owner.\n, • Help draft operating procedures, desk procedures and playbooks in the team’s templates, and take each one through review with the operations owner.\n, • Keep the documentation set consistent in structure, template and terminology across the six workstreams: cash management, fund administration, monthly and quarterly reporting, compliance and waterfall, rating agency, and loan servicing and reconciliation.\n, • Maintain version control so that the current state of each artifact is clear to the team at any point.\n\n Requirements, decisions and tracking \n\n • Help maintain the operational deliverable register, tracking status, owner and open items across workstreams.\n, • Capture requirements, decisions and open questions from working sessions, and turn them into clear written follow-ups that move items to closure.\n, • Support the drafting of RACI and service level definitions alongside the subject matter experts and workstream owners.\n, • Prepare materials for working group and program reviews, working to the existing reporting cadence.\n\n Workshops and stakeholder support \n\n • Prepare, help facilitate and document working sessions with operations, finance, data and technology partners.\n, • Follow up on open items between sessions, and flag risks to the Nov. 1 readiness date early rather than late.\n, • Help document data requirements and lineage for compliance and waterfall testing, rating agency reporting, and periodic reporting.\n\n Standard of completion \n Two tests apply to everything produced in this engagement. \n\n • Each process flow and procedure is developed and validated with the Client operations person who will do the job.\n, • The documentation set is consistent enough in template and terminology that the operations teams can maintain it after go-live without rework.\n, • A document that has not been walked through with the person who will own the process is not complete.\n\n \n Qualifications: \n \n Required \n\n • 5+ years as a business analyst in asset management, insurance investment, banking, or in consulting to those firms.\n, • Demonstrated process mapping experience, including swimlane and cross-functional flows that went into production use rather than staying in a deck.\n, • Track record writing operating procedures or desk procedures that the people doing the work actually used.\n, • Strong requirements elicitation skills, with experience drawing detail out of operations subject matter experts who are busy.\n, • Proficient with Visio, Lucidchart or an equivalent process mapping tool, and with Word, Excel and PowerPoint.\n, • Able to carry several workstreams at once against a fixed date, and to work with incomplete information without stalling.\n, • Highly effective collaborator who writes clearly, asks rather than assumes, and raises issues constructively.\n\n Preferred \n\n • Investment operations exposure across loans, private credit, fund administration or IBOR and ABOR environments.\n, • Prior experience documenting an outsourced service relationship with a fund administrator, custodian or transfer agent.\n, • Fund launch or platform implementation experience with a hard external date.\n, • Experience with a deliverable register or program tooling such as Jira, Confluence or Smartsheet.\n, • Familiarity with AI tools such as Claude, ChatGPT or Gemini, applied to drafting documentation and synthesizing complex material.\n\n

Role- PeopleSoft FSCM Technical Lead / Senior Developer \n Location- New York, NY (Onsite) \n Duration- 12+ months contract \n \n Job Description: \n \n We are seeking a highly skilled PeopleSoft FSCM Technical Lead / Senior Developer to support and enhance PeopleSoft Financials and Procurement solutions for a large enterprise environment. \n The ideal candidate will be a hands-on technical resource with deep expertise in PeopleSoft FSCM modules, PeopleTools development, integrations, and production support. This role requires active participation in technical design, development, customization, troubleshooting, and system enhancements across the PeopleSoft Financials platform. \n This is not a Program Management role. The successful candidate will be expected to serve as a hands-on technical expert responsible for designing, developing, configuring, and supporting PeopleSoft FSCM solutions. \n \n Required Functional Expertise \n Strong experience with the following PeopleSoft FSCM modules: \n • General Ledger (GL) \n • Accounts Payable (AP) \n • Accounts Receivable (AR) \n • Purchasing \n • Procurement \n • eProcurement \n • Project Costing \n • Customer Contracts \n • Billing \n • Asset Management \n \n Required Technical Skills \n PeopleTools Development \n • PeopleCode \n • Application Engine \n • Component Interface \n • Integration Broker \n • Application Packages \n • File Layouts \n • Workflow/AWE \n • Fluid Pages and Components \n Reporting & Analytics \n • PS Query \n • BI Publisher \n • SQR \n • XML Publisher \n Database & Integration \n • SQL \n • Oracle Database Concepts \n • Performance Tuning \n • Data Migration \n • Web Services \n • REST/SOAP Integrations \n • Third-Party System Integrations \n Security & Administration \n • PeopleSoft Security \n • Roles and Permission Lists \n • User Provisioning \n • Process Scheduler \n • Migration Strategies \n • Environment Management \n \n Key Responsibilities \n • Design, develop, customize, and support PeopleSoft FSCM applications. \n • Provide technical leadership for enhancements, upgrades, integrations, and production support activities. \n • Develop PeopleCode, Application Engine programs, Component Interfaces, Application Packages, and Integration Broker services. \n • Configure and support FSCM modules including Procurement, Purchasing, AP, AR, GL, Billing, and Project Costing. \n • Participate in requirements gathering, technical design sessions, and solution reviews. \n • Create technical design specifications and development documentation. \n • Troubleshoot complex production issues and implement sustainable solutions. \n • Develop and support inbound and outbound integrations with internal and external systems. \n • Perform code reviews and ensure adherence to development standards and best practices. \n • Support application upgrades, image updates, patches, and testing activities. \n • Collaborate with functional analysts, business stakeholders, and project teams to deliver high-quality solutions. \n • Participate in unit testing, integration testing, UAT support, defect resolution, and deployment activities. \n • Optimize application performance and ensure platform stability. \n \n Required Qualifications \n • 8+ years of hands-on PeopleSoft FSCM development experience. \n • Strong technical expertise with: \n ○ PeopleCode \n ○ Application Engine \n ○ Component Interface \n ○ Integration Broker \n ○ Application Packages \n ○ SQL \n • Deep understanding of PeopleSoft Financials and Procurement business processes. \n • Experience supporting: \n ○ General Ledger \n ○ Accounts Payable \n ○ Accounts Receivable \n ○ Purchasing \n ○ Procurement \n ○ eProcurement \n ○ Project Costing \n ○ Billing \n • Experience building and supporting REST and SOAP integrations. \n • Strong troubleshooting and performance tuning skills. \n • Experience supporting production environments and resolving critical application issues. \n • Ability to work independently while coordinating effectively with business and technical teams. \n • Strong communication and documentation skills. \n • Ability to work onsite in New York City three days per week. \n \n Preferred Qualifications \n • PeopleTools 8.5x/8.6x experience \n • Experience with PeopleSoft FSCM 9.2 \n • Experience with Fluid development \n • Experience supporting large enterprise Financials implementations \n • Experience with PeopleSoft upgrades and PUM implementations \n • Oracle certification or PeopleSoft certification \n • Experience leading development teams or providing technical mentorship

Role: Technical Business Analyst – Equity Plan Administration \n Location: Weehawken, NJ \n Work Arrangement: Hybrid — This position requires working onsite in Weehawken, NJ 3 days per week, with the remaining work performed remotely. \n Employment Type: Contract \n W-2 Compensation: $45 to 49.24/Hr \n C2C Compensation: $50 to $54.17/hr \n Benefits: Eligible W-2 employees will receive benefits and statutory benefits required under applicable federal and New Jersey law, subject to applicable eligibility requirements and company policy. Benefits are not provided under the C2C engagement. \n \n Job Description: \n We are seeking a Technical Business Analyst to support the administration of Equity Plan Administration (EPA), Record Keeping, Stock Plan Administration, and Financial Reporting. This position requires experience working closely with business stakeholders, product teams, technology teams, and third-party vendors to translate business requirements into effective technology solutions. \n \n Position Requirements: \n The position requires 8–15 years of Business Analysis experience and experience in the following areas: \n\n • Strong hands-on domain expertise in Equity Plan Administration (EPA), Stock Plan Administration, Record Keeping, Employee Stock Plans, or Equity Compensation platforms.\n, • Strong understanding of financial reporting and regulatory reporting related to equity compensation.\n, • Excellent requirements gathering, documentation, analysis, and stakeholder management skills.\n, • Experience working with Oracle and Azure environments.\n, • Ability to effectively communicate with both technical and non-technical stakeholders.\n, • Strong analytical, communication, and presentation skills.\n, • The position requires a Bachelor’s degree in a field relevant to the responsibilities of the role.\n\n \n Key Responsibilities: \n The position will be responsible for the following: \n\n • Gather, analyze, and document business requirements related to Equity Plan Administration and Record Keeping.\n, • Act as a bridge between business stakeholders, product owners, and technology teams.\n, • Translate complex requirements into functional specifications, user stories, and solution requirements.\n, • Support solution design, validation, testing, implementation, and post-delivery activities.\n, • Work with technology teams using Oracle, Azure, and modern UI-based platforms.\n, • Lead requirements walkthroughs, stakeholder discussions, and solution reviews.\n, • Support financial and regulatory reporting requirements related to employee equity compensation.\n, • Perform data analysis, reconciliation, and reporting activities.\n, • Collaborate with third-party vendors and offshore/global teams to resolve business and technical issues.\n\n \n Additional Position Requirements: \n The position also requires and may benefit from experience in the following areas: \n\n • Knowledge of IFRS 2, ASC 718, RSUs, Stock Options, ESPP, and equity compensation accounting.\n, • Experience in Banking, Brokerage, Wealth Management, Capital Markets, or Financial Services.\n, • Experience supporting large financial institutions or organizations such as Fidelity, Schwab, BNY Mellon, or similar firms.\n, • Experience with large-scale transformation or modernization programs.\n, • Experience working with global delivery models, third-party vendors, and offshore development teams.\n

Adore Me, a subsidiary of Victoria’s Secret & Co. (NYSE: VSXY) since being acquired in December 2022, is seeking a data-driven, strategic Digital Media Senior Performance Marketing Analyst to own measurement and performance analytics across our paid marketing ecosystem. This role will establish the analytical foundation used to evaluate marketing effectiveness, optimize investment, and understand the incremental impact of paid media on customer acquisition and long-term business growth. \n You will connect platform performance, attribution, experimentation, customer lifetime value, and broader business performance to provide Marketing leadership with a clear and actionable view of where and how we should invest. \n \n Responsibilities: \n Performance Analytics & Executive Reporting: \n\n • Own end-to-end performance measurement across paid channels, including Meta, Google, TikTok, Affiliate, and emerging platforms, maintaining clear visibility into spend, revenue, ROAS, CAC, new customer acquisition, and overall business impact.\n, • Build and maintain daily, weekly, and monthly dashboards, scorecards, and executive reporting for Marketing leadership and Finance.\n, • Deeply analyze channel, campaign, audience, and creative performance; identify drivers of growth and efficiency; and translate insights into clear recommendations for media allocation, optimization, and investment trade-offs.\n, • Partner with Marketing and Finance on budgeting, forecasting, spend pacing, scenario planning, and monthly target setting, providing an analytical point of view on investment opportunities and risks.\n\n \n Measurement Infrastructure & Data Quality: \n\n • Define and maintain centralized paid media KPI definitions, measurement logic, and standardized reporting frameworks across Marketing, Analytics, and BI.\n, • Partner with Data Engineering and BI teams to ensure seamless data ingestion, including integrations such as Adverity into BigQuery, streamline onboarding of new channels and data sources, and continuously improve reporting infrastructure, data quality, and reliability.\n, • Identify gaps or inconsistencies in marketing data and reporting, and drive solutions that improve confidence, speed, and consistency in decision-making.\n\n \n Marketing Measurement, Attribution & Experimentation: \n\n • Design, execute, document, and interpret incrementality tests, lift studies, A/B experiments, and custom experimentation frameworks across paid media channels.\n, • Synthesize incrementality testing, attribution models, GA4, platform-reported performance, post-purchase surveys, and internal customer and transaction data to develop a triangulated view of marketing effectiveness.\n, • Develop or support modern marketing measurement frameworks that combine experimentation, attribution, and Marketing Mix Modeling, clearly articulating the strengths, limitations, and appropriate use cases of each methodology.\n, • Translate measurement results into clear recommendations on channel effectiveness, marginal investment, scaling opportunities, and areas of diminishing return.\n\n \n Customer & Cross-Functional Insights: \n\n • Analyze new customer acquisition quality, customer lifetime value, and channel contribution within our evolving business model.\n, • Develop analytical frameworks to evaluate customer acquisition beyond first-order economics, including cohort quality, repeat behavior, retention, contribution margin, and LTV by acquisition source.\n, • Partner with CRM, Loyalty, and broader Marketing Analytics teams to connect customer acquisition, retention, and customer lifetime value.\n, • Translate complex analytical findings into clear, actionable recommendations for Marketing leadership and cross-functional partners.\n, • Help establish a holistic view of customer growth by connecting media investment decisions to downstream customer value and long-term business performance.\n\n \n Qualifications: \n\n • 3–5+ years of experience in performance marketing analytics, digital media analytics, marketing science, or a closely related field.\n, • Demonstrated experience translating analytical insights into media optimization and investment recommendations.\n, • Experience partnering cross-functionally with Marketing, Finance, BI, Data Engineering, or related teams.\n, • Advanced experience with Google Analytics 4 and ad platform analytics, including Meta Ads Manager, Google Ads, and TikTok Ads.\n, • Advanced SQL skills, including the ability to independently query, join, transform, and analyze large-scale customer, transaction, and marketing datasets.\n, • Proficiency working in cloud data warehouses such as BigQuery or Snowflake.\n, • Familiarity with data integration and marketing data pipelines, including platforms such as Adverity.\n, • Demonstrated hands-on experience with BI and visualization tools such as Looker Studio, Tableau, or Power BI.\n, • Advanced Excel skills and strong quantitative problem-solving capabilities.\n, • Strong expertise in designing and analyzing incrementality tests, lift studies, and A/B experiments.\n, • Proven experience interpreting Marketing Mix Models and understanding their role within a broader measurement framework.\n, • Strong understanding of attribution methodologies and the limitations of platform-reported and multi-touch attribution.\n, • Ability to integrate multiple measurement methodologies to develop a balanced, evidence-based view of marketing effectiveness.\n, • Experience working within e-commerce, retail, subscription, or digitally led consumer business models.\n, • Experience analyzing customer acquisition economics, cohort performance, retention, or lifetime value.\n, • Degree in Data Analytics, Statistics, Economics, Marketing, Business, or another quantitative field.\n, • Ability and willingness to work on-site at our office in Tribeca 3 days per week.\n\n

We're seeking a seasoned Business Analyst to join a Pod to provide LoanIQ Analysis and SME expertise as part of a LoanIQ implementation for a major bank. You will act as the bridge between business stakeholders, engineering teams, and QA to define, prioritise, and deliver robust integration solutions. \n \n Responsibilities: \n • LoanIQ analysis, requirements gathering and SME expertise for LoanIQ implementation and integration. Areas to cover will include Accounting & General Ledger processing, Operations cash management and settlement processes, Delayed Compensation and Regulatory Deliverables. \n • Analyze impact of changes on front-to-back systems flows and architecture. \n • Gather business requirements and create detailed specifications (RESTful services, data feeds, etc.). \n • Liaise with stakeholders across Front Office, Operations, Finance and IT groups to ensure seamless integration across all dependent interfaces, feeds and reporting. \n • Assist users in setting up/executing User Acceptance Testing. \n • Ensure alignment with enterprise architecture and compliance frameworks \n • Liaise with Product Owner to define user stories, acceptance criteria, and product backlog items \n \n Mandatory Skills Description: \n • SME Knowledge of the LoanIQ application/data model and/or Syndicate Lending business, as well as version 7+ of the LoanIQ application. \n • 8 - 10+ years in Business Analysis in banking / financial services. \n • Understanding of Accounting terminology and practices. \n • Strong understanding of integration design and data flows \n • Agile methodology experience (Scrum, Kanban) \n • Good communication, stakeholder management, and documentation skills \n • Practical experience leveraging AI tools in Business analysis workflows, such as: \n o Generating comprehensive documentation \n o Enhancing stakeholder communication and reporting using AI tools \n o Identifying opportunities to embed AI-driven features into products \n \n Nice-to-Have Skills Description: \n Ability to apply AI tools responsibly to improve productivity and quality while maintaining governance and standards \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.

Title: Shopper Insights Manager \n Location: New York, New York (in office Tues-Thurs) \n Compensation: $130-150k + bonus \n Contact: Lindsey Bartlett – lbartlett@smithhanley.com \n \n This is one of those roles that is way bigger than the title suggests. \n \n I’m partnering with an iconic consumer brand that is building out its Category & Shopper Insights capability, and they’re looking for someone who wants more than a job pulling syndicated data and producing the same report every month. \n \n This person will have the opportunity to help shape how an organization uses data and insights to make decisions. \n \n You’ll sit at the intersection of category, shopper, analytics and commercial strategy, working across Sales, Marketing, Finance, Innovation and Supply Chain to answer the questions that actually matter: \n What’s happening? Why is it happening? Where is the opportunity? And what should we do about it? \n \n The company has the data. They’re looking for someone who knows how to turn it into a story, a recommendation and ultimately action. \n \n What You’ll Do: \n\n • Dig into syndicated, panel and POS data to uncover what’s driving brand, category and customer performance\n, • Work hands-on with platforms like Circana, Numerator, Scintilla/Walmart and Nielsen\n, • Analyze pricing, promotion, assortment, distribution, shopper behavior, new item performance and competitive activity\n, • Turn complicated datasets into clear, commercially relevant stories and recommendations\n, • Partner with Sales and Marketing on customer-specific category reviews, business plans, line reviews and selling stories\n, • Identify white-space opportunities and provide the analytical foundation for innovation and growth decisions\n, • Build dashboards, scorecards and self-service tools that make insights more accessible across the organization\n, • Help colleagues become smarter consumers of data rather than simply answering every ad-hoc request\n, • Experiment with AI, automation and emerging analytics tools to find smarter and faster ways to get to insight\n, • Help build the playbook for a growing Category & Shopper Insights function rather than simply inheriting someone else’s way of doing things\n\n \n This role is intentionally hands-on. This isn’t a position where you hand the analysis to someone else and wait for the PowerPoint. You’ll get into the data, figure out what’s really happening, develop the story and help the business decide what to do next. \n \n \n Who We’re Looking For \n You probably have around 5–8 years of experience across category management, shopper insights, commercial analytics, CPG insights or a similar function. \n More importantly, you know how to think with data, not just pull it. \n \n You’ll likely bring: \n\n • Strong hands-on experience with syndicated/POS data such as Circana, Numerator, Scintilla or Nielsen\n, • A strong understanding of CPG and the retail environment\n, • Experience digging into the drivers behind performance, not simply reporting that something went up or down\n, • Strong commercial instincts and the ability to connect insights to growth, margin and business decisions\n, • Experience with Power BI, Tableau or similar visualization tools\n, • Advanced Excel skills\n, • The ability to turn a messy analytical problem into a clear, compelling story\n, • Confidence communicating your thinking to both analytical and non-analytical audiences\n, • Curiosity around AI, automation and how emerging tools can make an insights function better\n, • Bonus points for experience with pricing/promotion analytics, retailer-facing work, automated reporting or mentoring junior analysts.\n\n \n Why This One Is Interesting \n You’re not walking into a giant, mature insights machine where your piece of the puzzle has already been decided for you. \n \n You’re joining a newly formed function with the opportunity to help define how insights are used across the organization. \n \n You’ll have visibility. You’ll have autonomy. You’ll work across the business. You’ll get to experiment with new tools and AI. And you’ll actually be able to see your recommendations translate into real decisions. \n \n For someone who likes being both the analytical brain AND the person in the room explaining what it all means, this could be a really fun next move.

Role: Business Data Analyst with Property & Casualty (P&C) Insurance Claims domain \n Location: Jersey City, NJ (hybrid - 3 days on-site and 2 days’ work from home) \n Duration: Full Time \n Experience: 8+ Years \n In-Person Interview must \n \n Job Summary: \n\n • We are seeking a Business Data Analyst with a strong background in large-scale data applications, data analysis, and transformation to support enterprise-level initiatives in the Property & Casualty (P&C) Insurance domain. The ideal candidate will bring hands-on expertise in SQL, data mapping, and business analysis, along with deep domain knowledge of policy and claims data. This role requires close collaboration with business stakeholders, SMEs, and technical teams to drive data accuracy, consistency, and values.\n\n \n Key Responsibilities: \n\n • Perform end-to-end data analysis, including data profiling, validation, and transformation for large-scale data integration and reporting projects.\n, • Develop source-to-target data mappings (STTM) and documentation based on business requirements.\n, • Collaborate with business users and stakeholders to gather, analyze, and translate functional requirements into technical specifications.\n, • Work with data engineers and developers to implement and validate data consolidation, standardization, and transformation logic\n, • Optimize complex SQL queries for performance and accuracy in handling large database\n, • Participate in data quality assessments and recommend data cleansing or enrichment strategies\n, • Leverage domain knowledge of Property & Casualty Insurance—including policy administration and claims lifecycle—to ensure data alignment with business processes.\n, • Facilitate communication between business SMEs, data modelers, and technical teams for successful data delivery and adoption.\n\n \n Required Skills & Experience: \n\n • 5+ years of hands-on experience in data analysis, data mapping, and data transformation within enterprise data environments.\n, • Strong proficiency in SQL, including analytical functions, query optimization, and performance tuning\n, • Proven experience developing source-to-target mapping (STTM) documents and understanding ETL/data flow processes.\n\n

A large financial-services organization is building out its enterprise approach to AI governance and is seeking an experienced AI Governance Lead to help establish the framework, controls, operating model, and processes that will govern AI adoption across the organization. \n \n This is a hands-on governance leadership opportunity for someone who understands both enterprise risk and modern AI environments. You will help move AI governance from an emerging capability into a repeatable operating model covering AI/ML, Generative AI, LLMs, RAG, intelligent automation, and advanced analytics. \n \n Responsibilities \n\n • Design and operationalize enterprise AI governance frameworks, standards, controls, and processes.\n, • Establish governance for AI intake, inventory, risk assessment, technology review, approvals, monitoring, remediation, and reporting.\n, • Govern AI initiatives across the lifecycle from ideation and proof of concept through production and retirement.\n, • Develop controls around data quality, privacy, lineage, explainability, human oversight, auditability, access, and operational resilience.\n, • Partner with technology, data, business, legal, risk, compliance, cybersecurity, audit, and operations teams.\n, • Establish governance processes for Generative AI, LLM, RAG, and advanced-analytics solutions.\n, • Develop executive reporting around AI adoption, value, risk exposure, control effectiveness, and remediation.\n, • Translate policies and regulatory expectations into practical procedures, controls, evidence requirements, and implementation standards.\n\n Role Requirements \n\n • 8+ years of experience across AI governance, model risk, data governance, enterprise risk, compliance, data management, or related disciplines.\n, • Direct experience designing or implementing enterprise AI governance.\n, • Experience operationalizing governance rather than working exclusively at the policy level.\n, • Strong understanding of AI/ML lifecycle management and Responsible AI.\n, • Understanding of model risk, data risk, privacy, explainability, bias, human oversight, and operational risk.\n, • Experience within banking, financial services, insurance, fintech, or another highly regulated environment.\n, • Experience partnering across technology and control organizations.\n, • Strong executive communication and stakeholder-management capabilities.\n, • Understanding of modern AI, cloud, data, and governance environments.\n, • Bachelor’s degree in a relevant technical, risk, data, or business discipline.\n\n Nice to Have \n\n • Banking regulatory experience including SR 11-7, BCBS 239, CCAR, CECL, AML/BSA, or related standards.\n, • Experience governing Generative AI, LLM, and RAG solutions.\n, • Familiarity with Microsoft Purview, Collibra, Alation, Informatica, MLflow, model registries, or AI monitoring platforms.\n, • Mandarin speaking ability.\n, • Relevant data, governance, risk, or AI certifications.\n\n

We are \n At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron’s progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research and development initiatives in our FinLabs we develop solutions for modernization, from Artificial Intelligence and Blockchain to Data Science models, Digital Underwriting, mobile-first applications and more. Over the last 20+ years, our company has been honored with multiple employer awards, recognizing our commitment to our talented teams. With top clients to boast about, Synechron has a global workforce of 16,400+, and has 60 offices in 20 countries within key global markets. \n \n Our challenge \n We are looking for a Data Analyst to support our Investment Banking (IB) Reporting team, primarily working on data migration and reconciliation projects. \n \n Additional Information* \n The base salary for this position will vary based on geography and other factors. In accordance with law, the base salary for this role if filled within New York City is $140k - $160k/year & benefits (see below). \n \n Key Requirements: \n\n • Strong data understanding and analysis skills\n, • Experience in BI reporting and analytics (Power BI, Cognos, etc.)\n, • Hands on experience in Data Warehousing and Snowflake.\n, • Hands on experience with Automation Testing.\n, • Hands-on experience in data migration and reconciliation\n, • Good knowledge of SQL and data validation\n, • Exposure to automation initiatives / process improvements\n, • Strong communication skills and a proactive approach\n\n Role Highlights: \n\n • Work on migration from legacy reporting platforms to modern systems\n, • Perform data reconciliation and ensure data accuracy\n, • Support dashboarding and reporting needs\n, • Drive improvements through automation and efficiency initiatives\n, • Relevant experience in Investment Banking / Financial Services is reqd.\n\n \n We offer: \n\n • A highly competitive compensation and benefits package.\n, • A multinational organization with 58 offices in 22 countries and the possibility to work abroad.\n, • 10 days of paid annual leave (plus sick leave and national holidays).\n, • Maternity & paternity leave plans.\n, • A comprehensive insurance plan including medical, dental, vision, life insurance, and long-/short-term disability (plans vary by region).\n, • Retirement savings plans.\n, • A higher education certification policy.\n, • Commuter benefits (varies by region).\n, • Extensive training opportunities, focused on skills, substantive knowledge, and personal development.\n, • On-demand Udemy for Business for all Synechron employees with free access to more than 5000 curated courses.\n, • Coaching opportunities with experienced colleagues from our Financial Innovation Labs (FinLabs) and Center of Excellences (CoE) groups.\n, • Cutting edge projects at the world’s leading tier-one banks, financial institutions and insurance firms.\n, • A flat and approachable organization.\n, • A truly diverse, fun-loving, and global work culture.\n\n \n S YNECHRON’S DIVERSITY & INCLUSION STATEMENT \n Diversity & Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and is an affirmative action employer. Our Diversity, Equity, and Inclusion (DEI) initiative ‘Same Difference’ is committed to fostering an inclusive culture – promoting equality, diversity and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more. \n All employment decisions at Synechron are based on business needs, job requirements and individual qualifications, without regard to the applicant’s gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law.

Who You Are: \n You are a strategic Footwear costing leader who partners closely with Product Development, Supply Chain, Design, Merchandising, and factories to drive costing strategy, margin performance, negotiations, and team development. \n \n What You’ll Do: \n\n • Lead the end-to-end Footwear costing process from concept through final cost approval.\n, • Lead cross-functional alignment with Product Development, Design, Merchandising, and Materials team to achieve seasonal margin targets.\n, • Drive margin optimization by identifying cost drivers, mitigating risks, and implementing cost-saving opportunities.\n, • Lead factory cost negotiations and maintain accurate costing documentation and governance.\n, • Proactively manage costing calendars, systems, and processes to ensure timely decisions and business visibility.\n, • Educate and influence cross-functional teams on cost drivers, margin impact, and financial trade-offs.\n, • Monitor factors affecting product costs, including commodities, labor, duties, tariffs, freight, transportation, and foreign exchange.\n, • Partner with Planning, Finance, and Supply Chain to assess landed costs, tariff exposure, and margin implications.\n, • Develop executive-level reporting and presentations for leadership, highlighting margin performance, risks, and opportunities.\n, • Establish KPI reporting for factories and cross-functional partners, including performance against cost targets, variance analysis, and adoption of cost-effective solutions.\n, • Oversee costing systems, tools, and reporting to ensure accuracy, milestone readiness, and clear business visibility.\n, • Lead continuous improvement of costing processes, analytics, and reporting capabilities.\n, • Lead strategic costing and analytics projects that support business objectives.\n, • Manage two direct reports, Associate Manager and Manager of Footwear Costing.\n\n \n You’ll Need to Have: \n\n • 10+ years of Footwear costing, sourcing, manufacturing, gross margin management, or related experience, including people leadership.\n, • Deep knowledge of footwear construction, materials, labor, overhead, manufacturing processes, and key cost drivers.\n, • Proven ability to identify cost-saving opportunities and successfully negotiate costs with factories and suppliers.\n, • Strong understanding of footwear duty classifications, tariffs, landed cost impacts, and global sourcing dynamics.\n, • Advanced Excel and analytics skills, including complex formulas, macros, scalable tools, and executive-level reporting.\n, • Ability to estimate footwear costs from sketches, CADs, specifications, materials, and construction details.\n, • Demonstrated success reducing margin risk and driving profitability through strategic costing decisions.\n, • Strong leadership and communication skills\n\n \n We’d Love to See: \n\n • Proficiency in PLM, RLM, Tableau, or other reporting tools.\n, • Strong analytical and mathematical skills.\n, • A detailed oriented and organized mindset\n, • Strong planning and time management skills.\n, • Strong large-scale data analysis\n, • Excellent data organization, documentation, and follow-through.\n\n \n MK Perks: \n\n • Generous Paid Time Off & Holiday Calendar\n, • Summer Fridays\n, • Internal Mobility Across Brands\n, • Cross-brand Discount\n, • Exclusive Employee Sales\n, • Fav 5 Cards (MK Discount for friends and family)\n, • 401k Match\n, • Paid Parental Leave\n, • Thrive Wellness Program\n, • Commuter Benefits\n, • Gym Discounts\n\n \n The Company is an equal employment opportunity employer. The Company’s policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, sexual orientation, gender identity, religion, national origin, age, military status, disability, genetic information or any other consideration made unlawful by applicable federal, state, or local laws. The Company also prohibits harassment of applicants and employees based on any of these protected categories. \n \n At Capri Holdings Limited, we are committed to providing a fair and accessible recruitment process. If you require a reasonable accommodation for the interview or application process, please contact our Talent Acquisition team at CapriTalentAcquisition@CapriHoldings.com. \n \n In compliance with certain Pay Transparency laws, employers are required to disclose a salary range. The salary for this position will vary based on role requirements, skill set and years of experience. \n \n About Us: \n Michael Kors is a world-renowned, award-winning designer of luxury accessories and ready-to-wear. His namesake company, established in 1981, currently produces a range of products under Michael Kors Collection, Michael Kors, and Michael Kors Mens, including accessories, ready-to-wear, footwear, watches, jewelry, and a full line of fragrance products. Michael Kors stores are operated in the most prestigious cities in the world, including New York, Los Angeles, Chicago, London, Milan, Paris, Dubai, Seoul, Tokyo, Hong Kong, Shanghai, and Rio de Janeiro. In addition, Michael Kors operates digital flagships across North America, Europe, and Asia, offering customers a seamless omnichannel experience. \n \n At the center of it all is a designer who has created an enduring and iconic luxury lifestyle brand with a distinctive point of view and global reach. Michael Kors has a sharp focus on providing his customers with accessories and clothes that are consistently polished, chic, relaxed, and glamorous. Kors has also been the recipient of numerous industry awards and accolades within the fashion industry. \n \n The fashion designer also focuses on giving back. For more than 35 years he has been a passionate supporter of God’s Love We Deliver, a New York-based non-profit organization that cooks and delivers nutritious meals to people living with serious illnesses in and around New York City. In 2013, in a move to broaden his philanthropic efforts, Michael Kors launched “Watch Hunger Stop,” partnering with the United Nations World Food Programme (WFP) to help fight world hunger. Proceeds from annual special-edition products and other targeted initiatives help provide food to children through WFP’s school meals program. To date, Michael Kors has helped WFP deliver over 35 million meals (and counting) to hungry children.

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

Capstone Recruitment is representing a rapidly expanding Cost Consultancy headquartered in New York, with additional offices across the Mid-West and West Coast. The business has undergone significant growth over the last few years and recently entered into a strategic partnership with a leading global consultancy, creating new opportunities for collaboration and international exposure. \n \n The company has successfully delivered independent cost and project delivery services to a wide range of Fortune 500 companies across multiple sectors, including technology, data centers, and manufacturing. \n \n The Role – Cost Manager \n This is an excellent opportunity for a skilled Cost Manager to join a fast-growing consultancy with clear progression pathways. You’ll take ownership of cost management responsibilities across a variety of high-profile projects, providing expert advice and ensuring successful delivery from inception to close out. \n \n \n Key Responsibilities: \n\n • Prepare Order of Cost Estimates, Cost Plans, Tender Documents, and Contract Documents.\n, • Lead cost reporting and financial management across projects, ensuring robust tracking of budgets, forecasts, and cashflow.\n, • Administer and chair cost meetings, ensuring accuracy and timely distribution of documentation.\n, • Manage contractor cost submissions, variations, and change orders.\n, • Utilize the company’s cost management platform to monitor and report project financials.\n, • Partner with Project Managers during construction to review schedules, provisional sums, and CDP packages.\n, • Oversee monthly assessments, valuations, and preparation of final accounts.\n, • Produce detailed monthly reports and ensure accurate financial tracking of all projects.\n, • Mentor and support junior team members where appropriate.\n\n \n Minimum Qualifications: \n\n • Bachelor’s degree in Construction, Quantity Surveying, or a related field.\n, • 4–8 years’ experience in construction cost management or quantity surveying.\n, • Proven experience across both pre- and post-contract phases.\n, • Strong knowledge of construction, engineering, and architecture principles.\n, • U.S. citizenship, existing/transferable right to work in the U.S., or eligibility for an E2 or E3 visa.\n, • Proficiency in Microsoft Office applications and cost management software.\n\n \n Why Join? \n\n • Be part of a consultancy with a start-up mentality but the backing of a global partner.\n, • Work with innovative, high-profile clients across a diverse range of sectors.\n, • Join a supportive, collaborative team culture that values career progression.\n, • Benefit from excellent long-term growth opportunities in a company still at the forefront of its expansion journey.\n\n

Senior Consultant – Media & Marketing Advisory \n New York City | Hybrid \n Salary: $125K–$145K \n We’re partnering with a fast-growing global marketing and media advisory consultancy looking to hire a Senior Consultant for its New York team. \n This is a great opportunity for someone with a strong consulting/advisory background who understands the media and marketing ecosystem and enjoys helping complex organizations solve strategic challenges. \n The Role \n As Senior Consultant, you’ll lead complex client engagements focused on helping major marketers optimize and transform their media, marketing, and operating models. You’ll combine strategic advisory with hands-on project leadership, turning data, market intelligence, and business challenges into clear, actionable recommendations. \n You’ll work closely with senior client stakeholders while leading project teams and supporting the continued growth of key client relationships. \n Key responsibilities include: \n\n • Own client engagements from initial scoping through final recommendations and reporting\n, • Lead project teams across multiple workstreams, projects, and markets\n, • Advise clients on media, marketing, agency ecosystems, operating models, and ways of working\n, • Analyze data and market trends to develop strategic insights and actionable recommendations\n, • Present findings and recommendations to senior client stakeholders\n, • Manage complex stakeholder relationships and maintain high standards of client service\n, • Oversee the commercial aspects of engagements\n, • Mentor and support junior team members\n\n What We’re Looking For \n You’ll ideally bring 8+ years of relevant experience, with a strong foundation in consulting or strategic advisory. \n We’re particularly interested in people who have: \n\n • Experience advising large or complex organizations on media and marketing challenges\n, • Strong knowledge of the broader media, agency, and marketing ecosystem\n, • Led projects from initial discovery and analysis through recommendations and delivery\n, • Excellent senior-level client and stakeholder management skills\n, • Strong analytical and problem-solving capabilities\n, • Confidence presenting complex ideas and recommendations to senior audiences\n, • Experience leading teams while remaining closely involved in the work\n\n This could suit someone currently working within a media or marketing consultancy/advisory business who is looking for broader exposure, complex global clients, and continued career development.

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

What You Will Do \n  Develop, maintain, and enhance detailed bottom-up U.S. natural gas supply and demand models covering \n the Lower 48. \n  Produce weekly, monthly, seasonal, and multi-year natural gas market forecasts. \n  Analyze production, demand, LNG exports, storage, power burn, industrial demand, and weather-driven \n consumption trends. \n  Build and maintain regional supply and demand models with particular focus on Texas, the Gulf Coast, \n Appalachia, and East Coast markets. \n  Track and analyze interstate pipeline flows, transportation constraints, maintenance events, and \n infrastructure expansions. \n  Reconcile modeled balances against EIA data releases and develop insights regarding market divergences \n and trends. \n  Produce detailed market commentary and actionable research for the trading desk. \n  Monitor evolving market fundamentals and identify opportunities arising from regional imbalances and \n structural market shifts. \n  Develop and maintain 2-3 year forward market outlooks incorporating infrastructure projects, production \n trends, demand growth, and regulatory developments. \n  Partner closely with traders, risk managers, and portfolio managers to support trading decisions and \n portfolio positioning. \n  Present supply and demand views, key assumptions, and market outlooks to senior leadership and \n investment professionals. \n We Want You On Our Team Because You... \n  Have strong expertise in U.S. natural gas market fundamentals. \n  Are fluent in constructing and maintaining bottom-up supply and demand models. \n  Understand regional gas market dynamics, particularly in Texas, Appalachia, the Gulf Coast, and East \n Coast markets. \n  Have experience analyzing interstate pipeline flows, transportation constraints, and storage economics. \n  Can reconcile fundamental balances to EIA data and explain variances. \n  Are comfortable translating large data sets into clear, actionable market views. \n  Possess strong quantitative, analytical, and problem-solving skills. \n  Communicate complex market dynamics clearly to both technical and commercial audiences. \n  Thrive in a fast-paced trading environment where timely insights directly impact trading decisions. \n Ideally, You Have \n  5-10+ years of experience in natural gas market analysis, commodity research, physical trading, or energy \n consulting. \n  Experience supporting a proprietary trading desk, natural gas marketing group, producer, utility, merchant \n energy company, or hedge fund. \n  Advanced Excel modeling skills and experience working with large market datasets. \n  Familiarity with pipeline flow data, EIA reporting, LNG market fundamentals, and storage analytics. \n  Experience developing medium-term market forecasts (2-3 years forward). \n  Knowledge of power market fundamentals and gas-to-power relationships. \n  Experience with data visualization, statistical analysis, or programming tools such as Python, SQL, or \n similar platforms.

KLG Public Relations – Junior Manager, Digital\n KLG Public Relations is hiring a Junior Manager, Digital to work across hospitality, culinary, wine & spirits, travel, and lifestyle brands. \n \n KLG PR is seeking a strategic, creative, and highly organized Junior Manager, Digital to support the agency’s digital, social media, paid social, and influencer marketing initiatives. \n \n This role is ideal for someone with a strong understanding of influencer marketing, paid social, and digital content creation who thrives in a fast-paced agency environment. The ideal candidate understands how brands can leverage organic social, paid media, and creator partnerships to build awareness, engagement, and meaningful digital communities. \n \n The person will support in the development and execution of social media and influencer strategies for a variety of high-profile clients. This role is both strategic and hands-on, with responsibilities spanning content planning, social media management, influencer sourcing and outreach, paid social recommendations and execution, creative development, campaign coordination, and performance reporting. \n \n The ideal candidate is a proactive self-starter who is creatively driven, detail-oriented, and comfortable managing multiple clients and campaigns simultaneously. They should have a strong understanding of social platforms and digital trends, an eye for visual content, and the ability to turn brand objectives into engaging digital strategies and campaigns. \n Strategy & Creative Development\n\n • Develop and execute digital and social media strategies that support client brand objectives, PR initiatives, and marketing campaigns.\n, • Build monthly social media content strategies and calendars across platforms including Instagram, TikTok, Facebook, LinkedIn, and emerging channels.\n, • Translate brand positioning, PR priorities, seasonal moments, launches, and events into engaging digital content and campaigns.\n, • Concept social-first campaigns and content ideas across organic social, influencer partnerships, product seeding, experiential activations, and paid collaborations.\n, • Stay current on social media trends, platform updates, emerging creators, cultural moments, and evolving content formats.\n, • Develop creative content concepts and content capture plans for social campaigns, influencer partnerships, and events.\n\n Social Media Management\n\n • Manage day-to-day social media strategy and execution for assigned client accounts.\n, • Develop social media calendars, captions, creative briefs, and publishing plans.\n, • Maintain consistent brand voice and visual identity across social platforms.\n, • Coordinate and publish organic social content across relevant platforms.\n, • Develop and support short-form video, static, carousel, Stories, and other platform-native content.\n, • Monitor social channels, trends, conversations, and audience behavior to identify opportunities for engagement and content development.\n, • Support community management and engagement while maintaining client-specific tone of voice.\n, • Use social media insights and performance data to inform future content strategy.\n, • Manage content through social media planning and publishing platforms such as Planable, Sprout Social, or similar tools.\n\n Paid Social\n\n • Develop paid social recommendations based on client objectives, target audiences, available budgets, and campaign priorities.\n, • Support the planning and execution of paid social campaigns, primarily across Meta platforms.\n, • Manage boosting and paid amplification of organic and influencer content when appropriate.\n, • Monitor campaign performance and make recommendations for optimization based on KPIs.\n\n Influencer Management\n\n • Source, research, and vet micro, mid-tier, and macro creators across Instagram, TikTok, and other relevant platforms.\n, • Support influencer outreach, negotiations, contracting, and campaign coordination.\n, • Build and maintain relationships with creators, talent managers, agents, and other industry contacts.\n, • Coordinate organic gifting and product seeding campaigns, including creator research, outreach, shipping, tracking, and follow-up.\n, • Support paid influencer campaigns from creator sourcing and negotiation through content approvals, publishing, usage rights, and reporting.\n, • Ensure influencer campaigns follow relevant FTC, platform, and client-specific guidelines.\n, • Support influencer campaign budgets and track associated costs, agency fees, and deliverables.\n\n Content Creation & Graphic Design\n\n • Create social-first visual assets using Canva, CapCut and other design tools.\n, • Have a strong eye for visual storytelling, composition, typography, and brand consistency.\n, • Adapt existing brand assets into social-friendly formats and create original social content when needed.\n, • Support the development of Reels, TikToks, Stories, carousels, and other digital-first content.\n, • Collaborate with photographers, videographers, influencers, and internal teams to ensure content is optimized for social and paid use.\n\n Campaign Execution & Management\n\n • Manage day-to-day execution of digital, social, and influencer campaigns from planning through completion.\n, • Maintain campaign timelines, content calendars, creative briefs, influencer deliverables, and approvals.\n, • Coordinate product seeding, influencer mailers, events, and content capture opportunities.\n\n Analytics & Reporting\n\n • Track and analyze organic social, paid social, and influencer campaign performance.\n, • Monitor KPIs including reach, impressions, engagement, follower growth, video views, shares, clicks, CTR, CPC, and other relevant metrics.\n, • Analyze content performance to identify trends, learnings, and opportunities for optimization.\n, • Develop client-facing reports and presentations with clear takeaways and strategic recommendations.\n, • Maintain accurate campaign tracking, influencer reporting, budgets, contracts, and documentation.\n, • Use performance data to inform future content, influencer, and paid social strategies.\n\n Qualifications\n\n • 3–5 years of experience in digital marketing, social media, influencer marketing, or a related field, preferably within wine & spirits, hospitality, culinary, travel, or lifestyle brands.\n, • Strong understanding of social media strategy and platform best practices, particularly Instagram and TikTok.\n, • Hands-on experience managing social media accounts and developing content calendars.\n, • Working knowledge of paid social advertising, particularly Meta Ads, including targeting, boosting, campaign objectives, and performance metrics.\n, • Experience sourcing, vetting, and managing influencers and creators.\n, • Experience with social media management, influencer marketing, and analytics platforms; Sprout Social, Planable, Meltwater, Klear, or similar tools a plus.\n, • Proficiency in Canva CapCut or other content creation/editing tools.\n, • Strong written communication skills and the ability to write engaging, brand-appropriate social copy.\n, • Highly organized with excellent attention to detail and the ability to manage multiple clients, projects, and deadlines.\n, • Creative thinker who stays up to date on social media, digital culture, creators, and emerging trends.\n, • Analytical mindset with the ability to interpret performance data and turn insights into actionable recommendations.\n, • Comfortable working collaboratively within a fast-paced agency environment.\n\n \n Compensation: $60-65K, 401K, Competitive Benefits

Director of Accounts Payable \n New York City, NY \n \n We are partnering with a New York City-based organization seeking a Director of Accounts Payable. Reporting to the Controller, this leader will oversee the company's Accounts Payable function and ensure payment obligations are processed accurately, efficiently, and with strong financial controls. \n \n The Director will modernize AP operations by improving processes, expanding automation, optimizing systems, and strengthening the end-to-end procure-to-pay model. This role will also lead and develop the AP team while partnering closely with Accounting, Finance, Procurement, Operations, IT, and other business leaders. \n \n Key Responsibilities \n\n • Lead the strategy, operations, controls, and performance of the Accounts Payable function.\n, • Develop and execute an AP transformation roadmap focused on automation, scalability, efficiency, and stakeholder service.\n, • Improve procure-to-pay processes, including vendor onboarding, invoice processing, approvals, matching, payments, reconciliations, and exception management.\n, • Oversee payment cycles, month-end activities, accrual support, tax reporting, audit requests, and fraud-prevention controls.\n, • Establish meaningful KPIs and use data to improve processing time, accuracy, productivity, and service levels.\n, • Partner cross-functionally to optimize AP technologies, workflows, policies, and controls.\n, • Lead, coach, and develop AP managers and the broader team.\n\n \n Qualifications \n\n • Bachelor's degree in Accounting, Finance, Business Administration, or a related field.\n, • 10+ years of progressive AP, Accounting, Finance, or related experience in a high-volume environment.\n, • 5+ years of people-leadership experience, preferably leading managers or larger AP teams.\n, • Experience leading a centralized AP or shared-services function within a large or complex organization.\n, • Demonstrated success with AP transformation, process improvement, automation, and financial-system initiatives.\n, • Strong knowledge of procure-to-pay processes, internal controls, vendor management, and accounting principles.\n, • Advanced Excel, data-analysis, project-management, and change-management skills.\n, • Experience in a high-volume, multi-location operating environment is preferred.\n

Director – DTC \n 📍 NYC | Hybrid – 3 days/week in office \n \n We're partnering with a fast-growing, digitally driven consumer health and wellness company to identify a Director – DTC to lead and accelerate its direct-to-consumer business. \n \n This is a high-impact role for a commercially minded digital leader who understands how to drive growth across eCommerce, customer acquisition, conversion, retention, and the full DTC customer journey. The ideal candidate combines strategic thinking with a hands-on approach and is comfortable operating in a fast-paced, entrepreneurial environment. \n \n Why This Role Stands Out \n\n • Lead the strategy and growth of a significant DTC/eCommerce business\n, • Own key drivers of online revenue, customer acquisition, conversion, and retention\n, • Partner closely with Marketing, Creative, Product, Operations, and Analytics\n, • Opportunity to shape the next phase of growth for a digitally native consumer business\n, • High visibility and significant ownership in an entrepreneurial environment\n\n \n What You'll Own \n DTC Strategy & Growth \n\n • Develop and execute the DTC growth strategy across the customer lifecycle\n, • Identify opportunities to increase traffic, conversion, average order value, and customer lifetime value\n, • Establish KPIs and use performance data to identify opportunities and optimize results\n\n \n eCommerce \n\n • Lead the ongoing optimization of the eCommerce experience, including site merchandising, promotions, product presentation, and conversion\n, • Partner with internal teams and external agencies to improve the customer journey\n, • Identify opportunities to enhance the online shopping experience and drive profitable growth\n\n \n Customer Acquisition & Retention \n\n • Partner with Paid Media, Creative, CRM, and other marketing functions to drive customer acquisition\n, • Develop strategies to improve repeat purchase, retention, and customer lifetime value\n, • Analyze channel and campaign performance and translate insights into action\n\n \n Analytics & Optimization \n\n • Leverage DTC, customer, and marketing data to evaluate performance and identify growth opportunities\n, • Build reporting and dashboards that provide visibility into business performance\n, • Continuously test, learn, and optimize across the customer journey\n\n \n Cross-Functional Leadership \n\n • Work closely with Marketing, Creative, Product, Operations, Finance, and Technology\n, • Lead external partners and agencies as needed\n, • Bring a strong commercial perspective to broader business and growth initiatives\n\n \n What We're Looking For \n\n • Significant experience leading DTC/eCommerce growth for a consumer business \n, • Proven track record driving online revenue and customer acquisition \n, • Strong understanding of the full DTC funnel, including traffic, conversion, retention, and LTV \n, • Experience with eCommerce platforms, digital analytics, CRM, paid media, and performance marketing \n, • Highly analytical and comfortable using data to make business decisions \n, • Strong commercial instincts and a test-and-learn mindset \n, • Excellent cross-functional leadership and communication skills \n, • Comfortable operating in a fast-paced, entrepreneurial environment \n\n \n Experience in consumer health, wellness, supplements, beauty, personal care, or another digitally driven consumer category is a plus. \n \n The Ideal Candidate \n You're a DTC growth leader, not simply an eCommerce operator. You understand how the pieces of the digital ecosystem work together, from acquisition and creative through conversion, retention, and repeat purchase and you know how to turn performance data into actionable growth strategies. \n \n You're equally comfortable setting the strategy and rolling up your sleeves to execute. You thrive in an entrepreneurial environment where you can make an immediate impact and build the infrastructure needed to support continued growth. \n

Category Manager (Global Real Estate & Construction Procurement) \n New York, NY (Onsite) \n 24-Month Contract \n JPC - 20653 \n \n The Category Manager, Global Real Estate (Design & Construction) leads strategic sourcing, procurement, supplier management, and commercial contract activities supporting Client's global real estate portfolio. The role is responsible for developing and executing category strategies across architecture, engineering, project management, construction, furniture, technology infrastructure, and other workplace-related services. \n \n This position partners closely with Global Real Estate, Finance, Legal, Risk, and business stakeholders to ensure client projects are delivered through best-in-class procurement practices that optimize cost, quality, schedule certainty, supplier performance, sustainability, and risk management. The role supports the firm's Global Location Strategy through disciplined sourcing, vendor governance, and commercial leadership across a diverse global portfolio of projects and services. The role manages strategic supplier relationships and leverages enterprise buying power to establish scalable procurement programs and master service agreements. \n \n Qualifications: \n Required: \n\n • Bachelor's degree in Supply Chain Management, Business, Construction Management, Engineering, Architecture, Real Estate, or related field.\n, • 10+ years of strategic sourcing, procurement, or commercial management experience.\n, • Minimum 5 years of direct experience supporting corporate real estate, workplace, design, or construction programs.\n, • Demonstrated experience leading complex RFPs and global sourcing initiatives.\n, • Experience negotiating professional services agreements, construction contracts, consulting agreements, and master service agreements.\n, • Strong financial acumen, contract management expertise, and commercial negotiation skills.\n, • Strong stakeholder management capabilities within a matrixed global organization.\n, • Proficiency with sourcing intake, contract lifecycle, procurement workflow, and supplier management technology platforms, including Zip, Ariba, or comparable enterprise systems.\n\n \n Preferred: \n\n • Experience within asset management, banking, insurance, private equity, or other highly regulated financial services organizations.\n, • Experience supporting global office portfolios and enterprise workplace programs.\n, • Professional certifications such as CPSM, CIPS, PMP, MRICS, CCM, or LEED.\n, • Familiarity with construction delivery methods including Design-Bid-Build, CMAR, Design-Build, and Integrated Project Delivery.\n, • Experience working across North America, EMEA, APAC, and Latin America.\n\n \n Success Measures: \n\n • Savings and value creation versus approved budgets.\n, • Supplier performance and service quality metrics.\n, • Successful execution of global sourcing and procurement programs.\n, • Risk mitigation and contract compliance.\n, • Stakeholder satisfaction.\n, • Procurement cycle-time improvements and sourcing efficiency.\n, • Consistent adoption of ESO sourcing standards and technology-enabled processes, including accurate use of Zip, Ariba, and related procurement systems for pipeline tracking, sourcing execution, approvals, and reporting.\n, • Contribution to successful delivery of workplace client projects globally.\n\n \n Responsibilities: \n Category Strategy & Strategic Sourcing \n\n • Develop and execute global category strategies for design, construction, project management, furniture, workplace technology, facilities services, and related real estate spend categories.\n, • Conduct spends analysis, market intelligence, supplier benchmarking, and risk assessments to identify sourcing opportunities and category optimization initiatives.\n, • Translate spend analysis, supplier market intelligence, and total cost of ownership insights into quantified savings targets and measurable value creation opportunities.\n, • Establish multi-year sourcing roadmaps aligned with Client's global workplace and real estate objectives.\n, • Monitor industry trends, construction markets, labor conditions, material pricing, and emerging supplier capabilities.\n, • Maintain current supplier market maps and external benchmarking to inform sourcing strategies, negotiation positions, and supplier selection decisions.\n, • Identify opportunities for standardization, supplier consolidation, and improved commercial terms across regions.\n\n Design & Construction Procurement \n\n • Lead sourcing activities for client projects globally, including consultant selection, design services, owner's representative services, furniture procurement, general contractors, and specialty vendors.\n, • Develop and manage RFIs, RFQs, RFPs, bid evaluations, supplier interviews, and recommendation packages.\n, • Define structured RFx evaluation criteria, scoring methodology, decision documentation, and defensible award recommendations based on price, quality, delivery, risk, and stakeholder requirements.\n, • Facilitate competitive procurement processes while balancing cost, quality, schedule, risk, and stakeholder requirements.\n, • Partner with project teams to establish procurement strategies aligned with project delivery objectives.\n, • Support project budgeting and forecasting activities through market pricing, benchmarking, and procurement planning.\n\n Contract Negotiation & Commercial Management \n\n • Lead commercial negotiations and contract execution activities for design and construction-related agreements.\n, • Partner with Legal and Risk Management to establish contract standards and negotiate favorable commercial terms.\n, • Negotiate master service agreements, statement of work templates, rate cards, and project-specific agreements.\n, • Ensure appropriate risk allocation, insurance requirements, indemnification provisions, performance obligations, and service-level expectations.\n, • Drive measurable value through commercial negotiations, scope optimization, and contract governance.\n\n Supplier Relationship Management \n\n • Establish supplier governance programs for strategic design, construction, and workplace vendors.\n, • Conduct supplier performance reviews and business reviews with key vendors.\n, • Develop scorecards and performance metrics related to cost, quality, schedule, innovation, safety, sustainability, and service delivery.\n, • Collaborate with suppliers to drive continuous improvement initiatives and innovation opportunities.\n, • Manage supplier escalations and facilitate resolution of commercial or performance issues.\n\n Capital Project Support \n\n • Partner with Global Real Estate project managers, workplace planning teams, design leaders, and business stakeholders throughout the project lifecycle.\n, • Support project planning, budget development, procurement schedules, and risk management activities.\n, • Participate in design reviews, project governance meetings, and executive presentations as required.\n, • Provide commercial guidance related to change orders, contract modifications, claims management, and procurement-related decisions.\n, • Ensure procurement activities align with approved capital plans and governance requirements.\n\n Governance, Risk & Compliance \n\n • Ensure compliance with Client’s procurement policies, delegated authority requirements, and financial controls.\n, • Promote ethical sourcing practices and transparency throughout procurement activities.\n, • Support supplier diversity, sustainability, and corporate responsibility initiatives where appropriate.\n, • Apply ESO standard sourcing processes, workflows, and controls consistently across sourcing activities, including intake, competitive events, approvals, contracting, supplier onboarding, and documentation.\n, • Use enterprise procurement and sourcing technology platforms (including Zip for intake and Ariba for contract management and payments) and related systems of record, to manage sourcing pipeline visibility, event execution, approvals, supplier records, and audit-ready documentation.\n, • Maintain procurement documentation and audit-ready records.\n, • Identify and mitigate supplier, commercial, operational, and geopolitical risks.\n\n Leadership & Stakeholder Management \n\n • Build trusted partnerships with senior business leaders, project sponsors, and cross-functional stakeholders.\n, • Influence sourcing decisions through data-driven analysis and sound commercial judgment.\n, • Mentor procurement team members and contribute to the development of procurement best practices.\n, • Lead complex sourcing initiatives across multiple regions, business units, and stakeholder groups.\n\n \n Pay Range for CA, CO, IL, NJ, NY, WA, and DC: $103/hour to $103/hour. Starting rate of pay offered may vary depending on factors including but not limited to, position offered, location, education, training, and/or experience. \n \n Solugenix will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and Ordinance. Applicants do not need to disclose their criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.

Senior Financial Analyst – Pricing | New York \n \n Our client, a leading global professional services organization, is seeking a Senior Financial Analyst – Pricing to join its high-performing Financial Analysis team in Downtown Los Angeles. \n This is a highly visible opportunity for a finance professional who enjoys combining financial modeling, pricing strategy, profitability analysis, and business partnership. You’ll work closely with senior leaders and stakeholders to develop commercially competitive, financially sound pricing strategies and support important business decisions. \n What You’ll Do \n\n • Lead pricing analysis and fee proposals for new business opportunities.\n, • Build financial models, profitability analyses, and scenario analyses to support pricing decisions.\n, • Partner with senior stakeholders on pricing strategy, negotiations, and commercial recommendations.\n, • Analyze market, industry, practice group, and historical pricing trends.\n, • Develop pricing tools, databases, templates, and reporting to improve decision-making and efficiency.\n, • Prepare presentations and insights for senior management and leadership teams.\n, • Support pricing governance and approval processes through data-driven analysis.\n\n What We’re Looking For \n\n • 4+ years of experience in financial analysis, pricing, FP&A, profitability analysis, or a related function.\n, • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.\n, • Strong financial modeling and analytical skills.\n, • Advanced Excel and strong PowerPoint skills.\n, • Excellent problem-solving and project management abilities.\n, • Strong communication skills and confidence working with senior stakeholders.\n, • Experience in professional services, consulting, legal services, or another complex service-based environment is highly preferred.\n\n Why Consider It? \n This is more than a traditional financial analyst role. You'll have the opportunity to influence pricing strategy, profitability, and business outcomes while working directly with senior leadership in a sophisticated global organization. \n \n PrideGlobal and it's affiliates offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, pet insurance and employee discounts with preferred vendors. \n \n Equal Employment Opportunity \n PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law. \n \n Fair Chance Employment \n PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances. \n \n Accommodations \n We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us. \n \n\n • Only applicable for San Francisco Candidates : Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.\n\n

Senior AI Engineer - Agentic Systems \n Remote (NYC HQ) \n $200,000-225,000 Base Salary + Equity \n \n THE COMPANY \n Harnham is partnering with a high-growth AI-native technology company building a next-generation platform for the advertising and marketing industry. The business is transforming how organizations execute campaign strategy, creative development, media activation, and performance reporting through intelligent automation and autonomous workflows. \n This is an opportunity to join a highly experienced engineering team at a pivotal stage of growth, helping shape both customer-facing AI capabilities and the internal engineering practices that will define the company's future. \n \n RESPONSIBILITIES \n\n • Design and build production-grade agentic workflows, orchestration systems, tool integrations, and autonomous task execution capabilities.\n, • Partner with Product teams to translate complex advertising and marketing processes into reliable, agent-driven solutions.\n, • Develop the foundations required for deploying trustworthy AI systems, including evaluation frameworks, observability, guardrails, monitoring, and failure handling.\n, • Integrate AI-driven workflows with third-party advertising, marketing, analytics, and enterprise data platforms.\n, • Collaborate directly with customers and technology partners to improve performance and usability of agentic features in real-world environments.\n, • Champion the use of modern agentic development tools and contribute to internal engineering workflows, standards, and best practices.\n, • Own features end-to-end, from architecture and development through testing, deployment, and continuous improvement.\n, • Participate in technical design discussions and code reviews as a senior individual contributor within a fast-moving engineering organization.\n\n \n SKILLS AND EXPERIENCE \n Required \n\n • 5+ years of professional software engineering experience with strong fundamentals across distributed systems, APIs, backend services, and data modeling.\n, • Proven hands-on experience building AI-powered products using LLMs, agent orchestration frameworks, tool usage patterns, or multi-agent architectures.\n, • Experience designing and shipping production software in startup, scale-up, or high-growth technology environments.\n, • Ability to work with modern integration protocols and external platform ecosystems, including agent-based architectures and workflow orchestration.\n, • Strong written communication skills and experience collaborating effectively within remote-first teams.\n, • Genuine interest in emerging AI and agentic engineering technologies, trends, and best practices.\n\n Nice to Have \n\n • Experience in advertising technology, marketing technology, digital media, or campaign management ecosystems.\n, • Experience integrating platforms such as customer data platforms, cloud data warehouses, advertising networks, or marketing analytics tools.\n, • Familiarity with LangChain or similar agent orchestration frameworks.\n, • Experience running, fine-tuning, evaluating, or deploying local and self-hosted LLMs.\n\n \n BENEFITS \n\n • Fully remote, US-based opportunity.\n, • Optional NYC office access for in-person collaboration.\n, • Opportunity to influence both product direction and engineering culture.\n, • Work alongside a senior, highly technical team building cutting-edge AI products.\n, • Significant ownership, autonomy, and end-to-end technical responsibility.\n\n \n HOW TO APPLY \n Please register your interest by sending your CV via the Apply link on this page. \n \n KEY TERMS \n Senior Software Engineer | AI Engineering | Agentic Systems | LLMs | Multi-Agent Systems | AI Orchestration | LangChain | MCP | Model Context Protocol | Distributed Systems | Backend Engineering | AdTech | MarTech | Autonomous Workflows | Tool Integrations | Remote USA | Artificial Intelligence | Software Development | Platform Engineering | Machine Learning Applications | AI Engineer | Generative AI

About Us \n Proximo Spirits, Inc., a leading innovator and marketer of premium spirits in the U.S., is a privately-held company known for building and positioning some of the world's most iconic beverage brands. Key brands in the Proximo portfolio include Jose Cuervo® – the world's best-selling tequila brand, 1800® Tequila, Maestro Dobel® Tequila, Gran Centenario® Tequila, Bushmills® Irish Whiskey, and The Kraken® Black Spiced Rum. Proximo also imports and markets Three Olives® Vodka and more. For news and updates, follow us on LinkedIn, or visit proximospirits.com \n \n Who We Are \n At Proximo, we’re an entrepreneurial team with a passion for building legendary brands and shaping the future of the spirits industry. Our environment is fast-paced, highly collaborative, and results-driven. We embrace creative thinking, move with speed, and value bold ideas. You’ll be empowered to take ownership of your projects, challenge the status quo, and grow your career alongside world-class brands. \n \n Position Summary \n The Analyst supports the Manager, Marketing Finance & Analytics by partnering closely with Brand Managers and Marketing teams to provide brand and competitive performance analysis. The Analyst will be responsible for reporting metrics using tools such as Nielsen, NABCA, and other systems on a regular cadence. The Analyst will produce standardized dashboards and ad-hoc analyses to support brand planning and decision making, including ROI metrics related to AMP spend. This role is a key development position for future Senior Marketing Finance Analysts and Marketing Finance Managers, with increasing analytical and business-partnering responsibility over time. \n \n Role & Responsibilities \n Reporting, Analytics & Competitive Insights \n\n • Provide brands with ongoing analysis of their performance through regular reporting and insights (monthly and quarterly reviews) and identify optimization opportunities\n, • Produce standardized reporting and dashboards for Marketing Finance routines, including spend summaries, program pacing, and key highlights.\n, • Provide ad-hoc reporting and competitive/market analysis using Nielsen, NABCA, and other sources as requested by the Brand Teams and Manager.\n, • Prepare data-driven slides and exhibits that clearly illustrate trends, variances, and insights for leadership-ready presentations.\n, • Verify data accuracy, validate outputs, and maintain consistent definitions across reports (“single source of truth”).\n, • Supports basic ROI, productivity, and effectiveness analyses by preparing inputs, assumptions, and comparison summaries for marketing programs.\n, • Over time, assumes greater ownership of defined brands, programs, or reporting workstreams with reduced supervision.\n\n \n Tools, Templates & Continuous Improvement \n\n • Assist in developing and improving templates and tools to monitor key business metrics and to increase efficiency and accuracy.\n, • Built trackers to measure KPIs, streamline reporting, and improve visibility into performance trends\n, • Support special projects as assigned, including process improvements and automation opportunities (PowerBI/reporting enhancements if applicable).\n, • Continuously identifies opportunities to automate reporting and improve dashboards to reduce manual effort and improve insight.\n, • Troubleshoot issues related to the recognition and tracking of marketing spend, maintaining strong data integrity and version control.\n, • Partner with cross-functional teams to define KPIs and build tracking solutions aligned with business goals\n, • Developing interactive dashboards using reporting tools (e.g., Tableau, Python, Power BI) to provide real-time visibility into performance and trends.\n\n \n Key Competencies \n\n • Analytical--Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.\n, • Business Acumen--Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.\n, • Planning/Organizing--Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.\n, • Problem-Solving--Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem-solving situations; Uses reason even when dealing with emotional topics.\n, • Communication--Communicates clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings; Writes clearly and informatively.\n\n \n Success Measures \n\n • Improve key performance metrics by identifying trends, root causes, and actionable recommendations through data analysis.\n, • Deliver data-driven insights that influenced strategic decisions and improved business outcomes\n, • Achieved high accuracy and reliability in reporting by implementing data validation and quality assurance processes\n, • Partner with cross-functional teams to implement recommendations that result in measurable improvements in business performance\n, • Increase reporting efficiency by automating dashboards and recurring performance reports, reducing manual effort and turnaround time.\n, • Process improvements stick: Templates and workflows become simpler, more standardized, and more efficient over time\n\n \n Key Relationships \n\n • Marketing Leadership Team (Brand, Innovation, TM, Insights, Media/Creative, etc.)\n, • FP&A\n, • Commercial Finance, Revenue Growth Management\n\n \n Knowledge and Experience \n\n • Bachelor’s degree in Business Administration, Finance, Accounting, or related field.\n, • 3+ years of experience in an Analyst role (finance, marketing finance, FP&A, or similar).\n, • CPG or beverage alcohol experience is a plus; competitive data analysis experience (Nielsen, NABCA) is a plus.\n, • 3+ years of experience in Reporting & Automation, Data/Information Management Analyst roles with proficiency in business intelligence tools/technologies like SQL, SAS, Python, Tableau etc\n, • Strong program spend documentation and tracking experience preferred.\n, • Advanced Excel skills required; strong analytical and reporting capabilities.\n, • Strong organization, attention to detail, and ability to manage multiple priorities in a fast-paced environment.\n, • Clear communication and strong internal customer service mindset; ability to work effectively with cross-functional partners.\n, • High integrity and ability to handle confidential and sensitive information.\n, • Ability to travel as needed and willingness to work in the Jersey City, NJ office two/ three days per week.\n\n \n The annual salary for this role is $100,000- $120,000. Base salaries are determined during our interview process, by assessing a candidate’s experience and skill set against internal peers and against the scope and responsibilities of the position. \n \n Proximo is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment based on race, color, sex (including pregnancy), sexual orientation, gender identity or expression, religion, national origin, citizenship status, age, genetic information, physical or mental disability of an otherwise qualified individual, membership or application for membership in a uniformed service, engaging in legally protected activity, or any other characteristic protected under applicable law.

Lenmar is seeking an experienced Financial Reporting Analyst to help us support the Investment Management division of our global financial services client. This is a 12-month contract to start, with the potential to be extended long term and is hybrid (3 days per week) out of their midtown Manhattan location. Pay rate is $51.86/hr. W2. \n \n -Experience in investment performance measurement, benchmark calculations, data analysis and reconciliation required \n \n -Experience with systems such as Aladdin, FactSet, B-One, preferred. \n \n Financial Reporting / Performance Operations Analyst \n \n The Performance Operations Analyst will work within the Investment Management Operations Performance team supporting a broad range of investment strategies, products, and asset classes. The Performance Operations team is responsible for the accurate, timely, and complete calculation, validation, and reporting of portfolio and benchmark performance results for institutional clients and mutual funds. \n \n This individual will be part of a global team based in the New York office working alongside colleagues across North America and India. The team works closely with Portfolio Managers, Client Reporting, Fund Administration, Technology, Analytics, Risk, and external service providers to support performance measurement and reporting activities. The analyst will gain exposure to performance calculations, benchmark administration, quality control processes, reporting requirements, and operational initiatives while developing strong relationships across the organization. \n \n Responsibilities: \n -Support daily performance measurement, validation, and reporting activities for portfolios and benchmarks. \n -Perform quality control reviews and investigate performance, benchmark, and data exceptions. \n -Assist with benchmark setup, maintenance, and monitoring activities. \n -Collaborate with internal teams and external service providers to resolve operational issues impacting performance reporting. \n -Support regulatory, board, client, and management reporting requirements. \n -Analyze data and identify trends, outliers, and discrepancies requiring investigation and resolution. \n -Produce recurring and ad hoc reporting for business partners and stakeholders. \n -Assist in developing and maintaining operational controls, procedures, and audit support -documentation. \n -Participate in automation and process improvement initiatives utilizing Excel, Power BI, Alteryx, Python, AI-enabled tools, and other technologies. \n -Work with global team members to enhance procedures, improve efficiencies, and ensure consistent service delivery. \n Any other duties as assigned. \n \n Qualifications: \n -Experience in investment management operations, performance measurement, performance reporting, fund accounting, or a related financial services discipline. \n -Knowledge of portfolio performance measurement concepts and benchmark return calculations; familiarity with GIPS standards is a plus. \n -Understanding of investment products including equities, fixed income, derivatives, and alternative investments. \n -Strong analytical and problem-solving skills with a high degree of organization and attention to detail. \n -Proficiency with Microsoft Office applications including Excel, Word, and Outlook. \n -Experience with performance and analytics platforms such as Aladdin, FactSet, B-One, StatPro, or similar systems is preferred. \n -Exposure to Python, Power BI, Alteryx, automation tools, or AI-enabled solutions is a plus. \n -Excellent verbal and written communication skills, professional maturity, and sound business judgment. \n -Ability to work independently, manage competing priorities, and escalate issues as appropriate. \n -Strong client service focus and ability to build relationships across multiple teams and stakeholders

Client Success Lead \n \n Base Salary: $90,000 – $120,000, commensurate with experience \n \n CircleBlack is looking for a Client Success Lead to own the day-to-day success of a portfolio of advisor relationships. This person will help independent RIAs get more value from the platform, deepen adoption across critical workflows, build durable client relationships, and make renewal conversations a natural extension of demonstrated value. \n \n This is a hands-on role for someone who is close to clients, comfortable with operational detail, and able to coordinate across support, onboarding, product, engineering, sales, and leadership to move issues, adoption priorities, and client commitments to clear resolution. \n \n About CircleBlack \n \n CircleBlack is a unified WealthTech platform purpose-built for independent RIAs. We support more than 300 advisory firms and 2,000 advisors with the data foundation and operating environment they need to run better client-service, portfolio, reporting, CRM, billing, document-management, and workflow processes. \n \n At the center of CircleBlack is a multi-custodian data foundation that aggregates, normalizes, reconciles, and organizes advisor and client information across critical workflows. As AI becomes increasingly important to advisory firms, CircleBlack is focused on embedding AI-enabled capabilities into the platform on top of trusted portfolio, performance, CRM, and document data, helping firms operate with more clarity, consistency, and intelligence. \n \n The Role \n \n As Client Success Lead, you will be the primary day-to-day owner for a defined portfolio of CircleBlack advisor client relationships. Your mandate is to strengthen trust account by account: making onboarding smoother, adoption deeper, support more coordinated, and retention easier because clients understand and experience the value of CircleBlack. \n \n You will report to the Chief Client Officer and help bring CircleBlack’s client experience strategy to life through disciplined execution, clear communication, and strong follow-through. In a small-company environment, you will be expected to step into the work where needed, create clarity when ownership is ambiguous, and keep clients informed on what is happening, what comes next, and how CircleBlack is helping their firm operate better. \n \n What You’ll Do \n \n\n • Client Relationships & Value Delivery\n\n \n\n • Own the day-to-day success of assigned advisor relationships, ensuring clients have clear plans, coordinated support, strong adoption, and visible progress against their goals.\n\n \n\n • Understand each firm’s business model, workflows, users, client base, goals, and operating priorities, then connect CircleBlack capabilities to what the firm is trying to accomplish.\n\n \n\n • Build trusted relationships with firm principals, COOs, operations leads, advisors, and platform users by being responsive, prepared, commercially aware, and genuinely useful.\n\n \n\n • Onboarding, Adoption & Client Experience\n\n \n\n • Partner with onboarding, implementation, training, and support teams to move clients smoothly from implementation into steady-state success.\n\n \n\n • Drive adoption across core CircleBlack workflows, including reporting, portfolio management, CRM, billing, document management, and current and planned AI-enabled capabilities.\n\n \n\n • Lead regular client check-ins and business reviews using adoption data, support themes, client goals, and open action items to drive clear next steps.\n\n \n\n • Retention, Renewal Readiness & Growth\n\n \n\n • Identify at-risk relationships early, document the underlying issues, and coordinate the right internal resources to address them with urgency and clarity.\n\n \n\n • Maintain a clear view of client health, stakeholder engagement, adoption, open support themes, renewal readiness, and value delivered ahead of renewal conversations.\n\n \n\n • Surface and support expansion opportunities within the existing client base, including broader usage, additional capabilities, increased seats, and growth tied to firms scaling their operations.\n\n \n\n • Voice of the Client & Operating Discipline\n\n \n\n • Package client feedback, workflow patterns, product gaps, and recurring themes for the Chief Client Officer, Product, Engineering, and leadership with enough context for teams to act.\n\n \n\n • Maintain accurate client records, success plans, meeting notes, health indicators, escalation histories, renewal inputs, and follow-up commitments.\n\n \n\n • Reinforce service standards, escalation procedures, SLA expectations, and client communication frameworks while helping clients navigate issues that require coordination across teams.\n\n \n Who You Are \n \n\n • You likely have 4–8+ years of experience in client success, account management, implementation, relationship management, wealth management, financial services, B2B SaaS, or fintech.\n\n \n\n • You are comfortable working with independent advisory firms, financial advisors, operations teams, or similar client stakeholders.\n\n \n\n • Familiarity with RIAs, custodians, portfolio reporting, CRM, billing, document management, or advisor technology is strongly preferred.\n\n \n\n • You build trust deliberately, maintain it consistently, and understand the difference between a client who is merely satisfied and one who is genuinely successful.\n\n \n\n • You can read adoption data, spot support patterns, understand client health signals, and translate them into specific actions.\n\n \n\n • You are organized and disciplined, able to manage multiple client priorities, track follow-ups, coordinate internal resources, and keep momentum across complex relationships.\n\n \n\n • You are commercially aware and understand how adoption, satisfaction, renewal readiness, expansion opportunities, and net revenue retention contribution connect to durable client relationships.\n\n \n\n • You communicate clearly and calmly, especially when issues are complex, clients are frustrated, or multiple internal teams need to be aligned.\n\n \n How Success Will Be Measured \n \n Success will be measured by the health, performance, and operating discipline of your assigned client portfolio, including client health and satisfaction; product adoption and utilization; onboarding-to-steady-state success; renewal readiness and net revenue retention contribution; escalation and follow-through discipline; quality of client communication; early identification of retention risks; support for expansion opportunities; and accuracy of client documentation. \n \n The strongest Client Success Leads at CircleBlack will make clients feel known, supported, and confident that the platform is helping their firm operate better. \n \n Compensation \n \n Base Salary: \n \n $90,000 – $120,000, commensurate with experience \n \n Incentive Compensation: \n \n Annual bonus tied to product and business performance metrics \n \n Benefits: \n \n Comprehensive health, dental, and vision coverage; 401(k); generous PTO \n \n Why This Role \n \n CircleBlack is built for a market that is fragmented, consolidating, technology-hungry, and underserved by platforms built for a different era. This is an opportunity to help shape the client success function at a company where client experience, product adoption, data quality, and AI-enabled workflows are becoming increasingly central to how advisory firms operate. \n

Responsibilities will include, but are not limited to: \n  Supporting the maintenance and day-to-day operations of the portfolio monitoring platform. \n o Streamlining the collection of portfolio company data using portfolio company reporting packages and \n deal team models. \n o Reviewing and validating data quality, identifying gaps, and helping to implement solutions to \n strengthen data integrity. \n o Partnering with sector leads on monthly and quarterly reporting cycles, mapping company data into the \n monitoring system and aligning outputs with firm-wide reporting needs. \n o Developing subject-matter expertise across assigned sectors, serving as a key liaison with deal teams on \n reporting, data collection, and internal monitoring. \n  Partnering with cross-functional teams to design and implement effective data collection processes. \n  Contributing to projects and special initiatives, providing data-driven support to team leadership and cross functional stakeholders. \n  Supporting the timely and accurate completion of ad-hoc deliverables related to Limited Partner or internal \n requests. \n Qualifications \n  Bachelor’s degree in Information Systems, Data Analytics, Accounting, or a related field. \n  1-3+ years of experience in data administration, data analytics, or FP&A. \n  High proficiency in Microsoft’s suite of office products (Excel, PowerPoint, Word). \n  Understanding of financial reporting metrics and operational KPIs. \n  Knowledge of portfolio monitoring platforms (e.g., iLEVEL, 73 Strings, Chronograph, Capital IQ).

Job Title: SQL Server Database Architect & Data Engineer \n Location: New York, NY - Hybrid; 3 days onsite, 2 days remote \n Duration: Thru 2/28/2027 (very likely to be extended) \n Pay Range: $70-75/hr (W2), depending on experience \n Interview Process: First round virtual via MS Teams, 2nd round likely onsite in New York, NY \n \n Position Overview \n Our Fortune 500 client located in New York, NY is seeking an experienced Senior SQL Server Database Architect & Data Engineer to design, administer, optimize, integrate, and govern enterprise data platforms supporting critical business applications, analytics, reporting, and digital transformation initiatives. \n This is a senior, hands-on hybrid role combining database architecture, SQL Server administration, and data engineering. The successful candidate will be responsible for building and maintaining scalable, secure, highly available database solutions while developing enterprise ETL processes, data pipelines, data warehouse/lake solutions, and reporting capabilities. \n The ideal candidate brings deep Microsoft SQL Server and advanced SQL/T-SQL expertise, complemented by experience with SSIS, data warehousing, data lakes, Power BI, Python, PowerShell, performance tuning, backup/recovery, disaster recovery, and database security. \n Key Responsibilities \n Database Architecture & Data Modeling \n\n • Design and maintain enterprise database architectures supporting transactional, analytical, and operational applications.\n, • Develop conceptual, logical, and physical data models aligned with business and technical requirements.\n, • Establish and maintain database architecture standards, design principles, governance practices, and data-management standards.\n, • Design scalable, secure, highly available, and resilient database environments.\n, • Architect solutions for high availability, replication, disaster recovery, backup/recovery, and business continuity.\n, • Facilitate database architecture reviews and technical design sessions.\n\n SQL Server Database Administration \n\n • Administer and support enterprise Microsoft SQL Server environments.\n, • Monitor database health, availability, performance, capacity, and utilization.\n, • Perform advanced database performance tuning, indexing, query optimization, and performance analysis.\n, • Develop and optimize SQL/T-SQL scripts, queries, stored procedures, and other database objects.\n, • Implement and maintain backup, recovery, replication, security, and access-control solutions.\n, • Troubleshoot complex production database issues, perform root-cause analysis, and implement long-term corrective solutions.\n, • Support capacity planning, monitoring, maintenance, upgrades, and ongoing database operations.\n, • Participate in planned maintenance activities and provide support during critical production incidents when required.\n\n Data Engineering & ETL \n\n • Design, develop, maintain, and optimize enterprise ETL processes and data pipelines.\n, • Develop data integration solutions using SSIS, SQL/T-SQL, Python, PowerShell, and other automation technologies.\n, • Support enterprise data warehouse, data lake, and lakehouse architectures.\n, • Develop data cleansing, transformation, validation, reconciliation, and integration processes.\n, • Automate data movement and recurring operational processes using modern scripting and engineering practices.\n, • Ensure reliable movement and integration of data across enterprise applications, databases, analytics platforms, and reporting environments.\n\n Analytics & Business Intelligence \n\n • Support enterprise analytics, business intelligence, and reporting initiatives.\n, • Develop and maintain data structures supporting analytical and reporting requirements.\n, • Partner with business and technical teams to provide reliable, analytics-ready enterprise data.\n, • Support Power BI and related enterprise reporting solutions.\n, • Improve data availability, quality, performance, and usability for downstream reporting and analytics.\n\n Data Governance, Security & Compliance \n\n • Follow enterprise standards for data governance, metadata management, master data management, and data architecture.\n, • Maintain data quality, integrity, consistency, and lineage across enterprise systems.\n, • Implement and maintain role-based access controls, auditing, and database security standards.\n, • Partner with cybersecurity and compliance teams to protect critical enterprise data assets.\n, • Support regulatory, audit, SOX, and data-retention requirements.\n, • Incorporate security and governance requirements into database architecture and data-engineering solutions.\n\n Technical Leadership & Collaboration \n\n • Partner with business stakeholders, application-development teams, infrastructure teams, cybersecurity, analytics teams, and external contractors.\n, • Lead and participate in database architecture reviews and technical design discussions.\n, • Provide senior-level technical guidance across database administration, architecture, and data-engineering initiatives.\n, • Develop and maintain technical documentation covering database environments, development environments, standards, procedures, current initiatives, and operational responsibilities.\n, • Manage multiple technical priorities while supporting both strategic initiatives and ongoing production operations.\n\n Required Qualifications \n\n • 10+ years of experience in database administration, database architecture, database design, or closely related disciplines.\n, • 5+ years supporting enterprise or large-scale organizational environments.\n, • Deep hands-on expertise administering and supporting Microsoft SQL Server.\n, • Advanced proficiency with SQL and T-SQL, including complex queries, scripting, and stored procedures.\n, • Strong database architecture and relational data-modeling experience.\n, • Strong experience with SSIS and enterprise ETL development.\n, • Experience designing, developing, or supporting data warehouses and data lakes.\n, • Hands-on experience with Python and PowerShell for scripting, automation, data processing, or operational support.\n, • Experience supporting Power BI and enterprise analytics/reporting requirements.\n, • Strong database performance-tuning experience, including indexing and query optimization.\n, • Experience with database backup/recovery, disaster recovery, security, capacity planning, monitoring, and automation.\n, • Demonstrated enterprise data-integration and analytics experience.\n, • Strong troubleshooting, analytical, and root-cause-analysis capabilities.\n, • Understanding of data governance, data quality, security, access control, and cybersecurity principles.\n, • Strong written and verbal communication skills with the ability to communicate technical concepts effectively to technical stakeholders.\n, • High school diploma, associate degree, bachelor's degree, or an equivalent combination of education and relevant professional experience.\n\n Preferred Qualifications \n\n • Experience with additional scripting and development technologies such as VBA and shell scripting.\n, • Experience designing or supporting lakehouse architectures.\n, • Experience with metadata management, master data management, and data lineage.\n, • Experience supporting regulatory, audit, SOX, or enterprise data-retention requirements.\n, • Experience developing database standards, governance frameworks, and technical operating procedures.\n, • Experience leading technical initiatives and coordinating work across application, infrastructure, security, analytics, and business teams.\n\n Working Environment \n This is a contract position operating within a hybrid work environment consisting of both onsite and remote work. The position may require participation in planned maintenance windows, occasional after-hours activities, and on-call support during critical production incidents. \n What We're Looking For \n The ideal candidate is more than a traditional SQL Server DBA. We are looking for a senior-level professional who can operate across database architecture, hands-on SQL Server administration, and modern data engineering. \n You should be equally comfortable designing database architectures, writing advanced SQL/T-SQL and stored procedures, troubleshooting SQL Server performance, developing SSIS ETL solutions, working with data warehouses and data lakes, automating processes with Python and PowerShell, and supporting Power BI and analytics initiatives. You bring an operational mindset to reliability and security while also having the architecture and engineering skills to help evolve enterprise data platforms for future business needs. \n \n About Seneca Resources \n At Seneca Resources, we are more than just a staffing and consulting firm, we are a trusted career partner. With offices across the U.S. and clients ranging from Fortune 500 companies to government organizations, we provide opportunities that help professionals grow their careers while making an impact. \n When you work with Seneca, you’re choosing a company that invests in your success, celebrates your achievements, and connects you to meaningful work with leading organizations nationwide. We take the time to understand your goals and match you with roles that align with your skills and career path. Our consultants and contractors enjoy competitive pay, comprehensive health, dental, and vision coverage, 401(k) retirement plans, and the support of a dedicated team who will advocate for you every step of the way. \n Seneca Resources is proud to be an Equal Opportunity Employer, committed to fostering a diverse and inclusive workplace where all qualified individuals are encouraged to apply.

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