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R&D Tax Credits Manager – Methods & Incentives (CPA Required) Hybrid – Boston, MA | New York, NY (Manhattan) | Melville, NY | Edison, NJ $138,000 – $172,500 per year Job Summary We are seeking an experienced Corporate Tax Manager – Methods, Credits & Incentives (R&D Tax Credits) to join a growing tax advisory practice. This role focuses on R&D tax credit studies, tax accounting methods, and complex tax consulting engagements for clients across a variety of industries. This is a hybrid position requiring a minimum of 3 days onsite or at client locations per week beginning March 2026 . R&D Tax Credits Manager – Methods & Incentives (CPA Required) Key Responsibilities Lead and support R&D tax credit studies and related consulting engagements Conduct client site visits, interviews, and facility walkthroughs Analyze financial and operational data to identify qualifying R&D activities Prepare cost schedules, tax computations, and technical documentation Manage multiple concurrent projects and ensure timely delivery of all work products Research federal and state R&D tax credit regulations and court rulings Assist with amending tax returns related to R&D credits and tax methods Collaborate with leadership on project execution and client strategy Support business development activities, including proposals and client pursuits Ensure all engagements comply with firm standards, budgets, and deadlines R&D Tax Credits Manager – Methods & Incentives (CPA Required) Required Qualifications Bachelor’s degree in Accounting, Finance, Economics, or related field Active CPA or JD (active attorney license required) 6–10 years of experience in R&D tax credits, tax accounting methods, or fixed asset tax experience Minimum 4 years of experience in public accounting or consulting Strong understanding of federal and applicable state R&D tax credit rules Experience with tax return mechanics and amended returns Proven project management experience Strong analytical, research, and problem-solving skills Excellent verbal and written communication skills Ability to manage multiple engagements and meet strict deadlines Willingness to travel to client sites as needed R&D Tax Credits Manager – Methods & Incentives (CPA Required) Preferred Qualifications Master’s or Ph.D. in Economics, Finance, Statistics, Mathematics, Engineering, or related quantitative field Experience in industries such as technology, life sciences, manufacturing, construction, real estate, or hospitality Prior consulting or Big 4/public accounting experience strongly preferred Experience supporting business development or client growth initiatives R&D Tax Credits Manager – Methods & Incentives (CPA Required) Work Environment & Additional Details Hybrid schedule (minimum 3 days onsite or client site starting March 2026) Locations: Boston, MA | New York, NY (Manhattan) | Melville, NY | Edison, NJ Travel required Sponsorship available Backfill/new position (as applicable per role need) Base salary range: $138,000 – $172,500 (final compensation based on experience and qualifications) EA (Enrolled Agent) certification is not accepted Why Join This Team? Work on high-impact R&D tax credit and consulting projects Strong leadership exposure and client-facing responsibility Opportunity to grow within a specialized, high-demand tax practice Collaborative environment focused on technical excellence and career growth Apply Today If you are a tax professional with strong R&D or tax accounting methods experience, we encourage you to apply and learn more about this opportunity.

Stay up-to-date with the latest trends and best practices in finance, particularly in the PE and IB sectors. Deep expertise in finance, with demonstrable experience in Private Equity and/or Investment Banking domains. Advanced degree in Finance, Economics, or a related field.

Job title: Treasury Analyst Location: Remote Pay Ranges: $47.00 - $50.00/hr Set-Up: Fulltime and Onsite Duration: 9 Month Contract - Up to March 2027 Requirements: • Bachelor's Degree, • Two (2) - four (4) years of experience in Treasury or Finance roles, • Experience in financial operations, policy development, and audit response, • Knowledge of PCI DSS standards and card payment systems Job Summary: Performs treasury operations functions: including but not limited to, performing daily cash position, positive pay, wire transfer initiation and posting, stop payment; maintains all aspects of bank account maintenance including opening and closing of accounts, debit block release, etc; and assists on corporate card process. Job Responsibilities: -Manage setup of merchant accounts and user access within Elavon Payment Navigator -Develop and enforce credit card processing policies and training materials -Lead PCI DSS compliance planning, remediation, testing, and reporting activities -Evaluate third-party and internal system compliance with PCI requirements -Oversee lockbox operations and payroll check processing -Reconcile and review p-card activity and provide guidance to cardholders -Support Associate Director with special Treasury projects Required Skills & Experience: -Two (2) - four (4) years of experience in Treasury or Finance roles -Experience in financial operations, policy development, and audit response -Knowledge of PCI DSS standards and card payment systems -Strong organizational, analytical, and communication skills Required Education: -Bachelor’s degree in Finance, Accounting, or Economics

$20 - $70/hourpayBusiness Analysis & CommunicationAdvanced Office Suite ProficiencyAttention to Detailmicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Business Document Expert (German Speaker) Job Type: Contract Location: Remote (Ideally based in the US) Job Summary Join our customer's team as a Business Document Expert and play a pivotal role in evaluating and elevating the next generation of AI-driven productivity tools. In this fully remote role, you'll harness your business acumen and advanced Office Suite skills to ensure AI-generated business documents meet the highest standards of excellence, clarity, and professionalism. Key Responsibilities • Collaborate directly with AI systems to execute sophisticated business tasks using Excel, PowerPoint, and Word., • Evaluate, critique, and deliver structured feedback on diverse AI-generated deliverables spanning finance, strategy, marketing, and operations., • Design and test realistic business scenarios that reflect current professional workflows, including analysis, presentations, reporting, and proposals., • Review AI outputs for precision, business relevance, and adherence to Fortune 500 or consulting-level quality standards., • Communicate actionable insights and recommendations to cross-functional teams, driving continuous AI improvement., • Annotate, document, and escalate recurring issues to ensure AI systems consistently meet business user needs., • Champion quality, structure, and clarity in every deliverable, helping bridge the gap between business expertise and AI innovation. Required Skills and Qualifications • Bachelor’s degree or higher in Business, Finance, Economics, Marketing, or a related field., • 3+ years of professional experience in business functions such as strategy, finance, marketing, operations, sales, or HR., • Proven mastery of Excel, PowerPoint, and Word for creating polished, professional business deliverables., • Exceptional analytical, organizational, and both written and verbal communication skills., • Acute attention to detail with the ability to critically assess and provide clear, constructive feedback., • Familiarity with AI tools (e.g., ChatGPT, Claude, Copilot) or an eagerness to quickly learn in an evolving, tech-focused environment., • Self-starter attitude, thriving in an independent, remote, and fast-paced work environment. Preferred Qualifications • Experience at a Fortune 500 company, top-tier consulting firm, or leading financial institution., • Background in AI evaluation, prompt engineering, or document automation tools., • MBA or advanced degree, and experience mentoring or providing structured feedback on business deliverables.

$45 - $65/hourpaymicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Financial Planning and Analysis Expert Job Type: Contract Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. Key Responsibilities: • Analyze complex financial and marketing datasets to deliver actionable business intelligence., • Develop, refine, and implement advanced financial models, forecasts, and scenario analyses., • Create comprehensive rubrics using your field knowledge to enhance and refine AI models., • Prepare, review, and optimize financial reporting under US GAAP/IFRS standards., • Collaborate with cross-functional teams to support strategic planning and decision-making., • Ensure compliance with financial regulations and internal controls., • Advise on key SaaS metrics, including ARR, MRR, CAC, and LTV, to inform business strategies. Required Skills and Qualifications: • Bachelor’s degree in Accounting, Finance, Economics, Engineering, or a related quantitative field., • Minimum 3 years’ experience in finance, accounting, FP&A, audit, or SaaS finance., • Investment banking experience is highly preferred, • Exceptional written and verbal communication skills, with the ability to distill complex concepts for diverse audiences., • Strong analytical mindset and attention to detail. Preferred Qualifications: • CPA, CFA, or a similar advanced financial certification., • 7+ years of overall professional experience., • In-depth experience with SaaS metrics and performance analytics.

$20 - $70/hourpayBusiness Analysis & CommunicationAdvanced Office Suite ProficiencyAttention to Detailmicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Business Document Expert (French Speaker) Job Type: Contract Location: Remote (Ideally based in the US) Job Summary Join our customer's team as a Business Document Expert and play a pivotal role in evaluating and elevating the next generation of AI-driven productivity tools. In this fully remote role, you'll harness your business acumen and advanced Office Suite skills to ensure AI-generated business documents meet the highest standards of excellence, clarity, and professionalism. Key Responsibilities • Collaborate directly with AI systems to execute sophisticated business tasks using Excel, PowerPoint, and Word., • Evaluate, critique, and deliver structured feedback on diverse AI-generated deliverables spanning finance, strategy, marketing, and operations., • Design and test realistic business scenarios that reflect current professional workflows, including analysis, presentations, reporting, and proposals., • Review AI outputs for precision, business relevance, and adherence to Fortune 500 or consulting-level quality standards., • Communicate actionable insights and recommendations to cross-functional teams, driving continuous AI improvement., • Annotate, document, and escalate recurring issues to ensure AI systems consistently meet business user needs., • Champion quality, structure, and clarity in every deliverable, helping bridge the gap between business expertise and AI innovation. Required Skills and Qualifications • Bachelor’s degree or higher in Business, Finance, Economics, Marketing, or a related field., • 3+ years of professional experience in business functions such as strategy, finance, marketing, operations, sales, or HR., • Proven mastery of Excel, PowerPoint, and Word for creating polished, professional business deliverables., • Exceptional analytical, organizational, and both written and verbal communication skills., • Acute attention to detail with the ability to critically assess and provide clear, constructive feedback., • Familiarity with AI tools (e.g., ChatGPT, Claude, Copilot) or an eagerness to quickly learn in an evolving, tech-focused environment., • Self-starter attitude, thriving in an independent, remote, and fast-paced work environment. Preferred Qualifications • Experience at a Fortune 500 company, top-tier consulting firm, or leading financial institution., • Background in AI evaluation, prompt engineering, or document automation tools., • MBA or advanced degree, and experience mentoring or providing structured feedback on business deliverables.

$20 - $70/hourpayBusiness Analysis & CommunicationAdvanced Office Suite ProficiencyAttention to Detailmicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Business Document Expert (Portuguese Speaker) Job Type: Contract Location: Remote (Ideally based in the US) Job Summary Join our customer's team as a Business Document Expert and play a pivotal role in evaluating and elevating the next generation of AI-driven productivity tools. In this fully remote role, you'll harness your business acumen and advanced Office Suite skills to ensure AI-generated business documents meet the highest standards of excellence, clarity, and professionalism. Key Responsibilities • Collaborate directly with AI systems to execute sophisticated business tasks using Excel, PowerPoint, and Word., • Evaluate, critique, and deliver structured feedback on diverse AI-generated deliverables spanning finance, strategy, marketing, and operations., • Design and test realistic business scenarios that reflect current professional workflows, including analysis, presentations, reporting, and proposals., • Review AI outputs for precision, business relevance, and adherence to Fortune 500 or consulting-level quality standards., • Communicate actionable insights and recommendations to cross-functional teams, driving continuous AI improvement., • Annotate, document, and escalate recurring issues to ensure AI systems consistently meet business user needs., • Champion quality, structure, and clarity in every deliverable, helping bridge the gap between business expertise and AI innovation. Required Skills and Qualifications • Bachelor’s degree or higher in Business, Finance, Economics, Marketing, or a related field., • 3+ years of professional experience in business functions such as strategy, finance, marketing, operations, sales, or HR., • Proven mastery of Excel, PowerPoint, and Word for creating polished, professional business deliverables., • Exceptional analytical, organizational, and both written and verbal communication skills., • Acute attention to detail with the ability to critically assess and provide clear, constructive feedback., • Familiarity with AI tools (e.g., ChatGPT, Claude, Copilot) or an eagerness to quickly learn in an evolving, tech-focused environment., • Self-starter attitude, thriving in an independent, remote, and fast-paced work environment. Preferred Qualifications • Experience at a Fortune 500 company, top-tier consulting firm, or leading financial institution., • Background in AI evaluation, prompt engineering, or document automation tools., • MBA or advanced degree, and experience mentoring or providing structured feedback on business deliverables.

$20 - $70/hourpayBusiness Analysis & CommunicationAdvanced Office Suite ProficiencyAttention to Detailmicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Business Document Expert (Chinese Speaker) Job Type: Contract Location: Remote (Ideally based in the US) Job Summary Join our customer's team as a Business Document Expert and play a pivotal role in evaluating and elevating the next generation of AI-driven productivity tools. In this fully remote role, you'll harness your business acumen and advanced Office Suite skills to ensure AI-generated business documents meet the highest standards of excellence, clarity, and professionalism. Key Responsibilities • Collaborate directly with AI systems to execute sophisticated business tasks using Excel, PowerPoint, and Word., • Evaluate, critique, and deliver structured feedback on diverse AI-generated deliverables spanning finance, strategy, marketing, and operations., • Design and test realistic business scenarios that reflect current professional workflows, including analysis, presentations, reporting, and proposals., • Review AI outputs for precision, business relevance, and adherence to Fortune 500 or consulting-level quality standards., • Communicate actionable insights and recommendations to cross-functional teams, driving continuous AI improvement., • Annotate, document, and escalate recurring issues to ensure AI systems consistently meet business user needs., • Champion quality, structure, and clarity in every deliverable, helping bridge the gap between business expertise and AI innovation. Required Skills and Qualifications • Bachelor’s degree or higher in Business, Finance, Economics, Marketing, or a related field., • 3+ years of professional experience in business functions such as strategy, finance, marketing, operations, sales, or HR., • Proven mastery of Excel, PowerPoint, and Word for creating polished, professional business deliverables., • Exceptional analytical, organizational, and both written and verbal communication skills., • Acute attention to detail with the ability to critically assess and provide clear, constructive feedback., • Familiarity with AI tools (e.g., ChatGPT, Claude, Copilot) or an eagerness to quickly learn in an evolving, tech-focused environment., • Self-starter attitude, thriving in an independent, remote, and fast-paced work environment. Preferred Qualifications • Experience at a Fortune 500 company, top-tier consulting firm, or leading financial institution., • Background in AI evaluation, prompt engineering, or document automation tools., • MBA or advanced degree, and experience mentoring or providing structured feedback on business deliverables.

$30 - $70/hourpayBusiness Analysis & CommunicationAdvanced Office Suite ProficiencyAttention to Detailmicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Business Document Expert (Japanese Speaker) Job Type: Contract Location: Remote (Ideally based in the US) Job Summary Join our customer's team as a Business Document Expert and play a pivotal role in evaluating and elevating the next generation of AI-driven productivity tools. In this fully remote role, you'll harness your business acumen and advanced Office Suite skills to ensure AI-generated business documents meet the highest standards of excellence, clarity, and professionalism. Key Responsibilities • Collaborate directly with AI systems to execute sophisticated business tasks using Excel, PowerPoint, and Word., • Evaluate, critique, and deliver structured feedback on diverse AI-generated deliverables spanning finance, strategy, marketing, and operations., • Design and test realistic business scenarios that reflect current professional workflows, including analysis, presentations, reporting, and proposals., • Review AI outputs for precision, business relevance, and adherence to Fortune 500 or consulting-level quality standards., • Communicate actionable insights and recommendations to cross-functional teams, driving continuous AI improvement., • Annotate, document, and escalate recurring issues to ensure AI systems consistently meet business user needs., • Champion quality, structure, and clarity in every deliverable, helping bridge the gap between business expertise and AI innovation. Required Skills and Qualifications • Bachelor’s degree or higher in Business, Finance, Economics, Marketing, or a related field., • 3+ years of professional experience in business functions such as strategy, finance, marketing, operations, sales, or HR., • Proven mastery of Excel, PowerPoint, and Word for creating polished, professional business deliverables., • Exceptional analytical, organizational, and both written and verbal communication skills., • Acute attention to detail with the ability to critically assess and provide clear, constructive feedback., • Familiarity with AI tools (e.g., ChatGPT, Claude, Copilot) or an eagerness to quickly learn in an evolving, tech-focused environment., • Self-starter attitude, thriving in an independent, remote, and fast-paced work environment. Preferred Qualifications • Experience at a Fortune 500 company, top-tier consulting firm, or leading financial institution., • Background in AI evaluation, prompt engineering, or document automation tools., • MBA or advanced degree, and experience mentoring or providing structured feedback on business deliverables.

$35 - $100/hourpayEViewsMacroeconomicsmicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Macroeconomic Modeling Specialist (EViews) Job Type: Contract Location: Remote Job Summary Join our customer's team as a Macroeconomic Modeling Specialist (EViews) and drive the creation, validation, and automation of advanced macroeconomic models. Leverage your expertise in EViews to develop robust time-series and forecasting solutions, contributing essential economic insights that inform key decisions at the organizational level. This remote opportunity is ideal for a passionate modeler who values clarity in communication and excellence in quantitative analysis. Key Responsibilities • Design and implement sophisticated time-series models such as VAR, VECM, ARIMA, and cointegration frameworks using EViews., • Conduct rigorous model diagnostics and validation to ensure robustness and reliability of forecasts., • Automate forecasting workflows for efficiency and scalability within the modeling process., • Translate complex statistical outputs into clear, actionable macroeconomic insights for both technical and non-technical stakeholders., • Document modeling approaches and results with precise, concise written reports., • Collaborate with the customer's team to integrate modeling results into broader economic narratives and policy recommendations., • Stay current with macroeconomic modeling best practices and EViews software updates. Required Skills and Qualifications • Extensive hands-on experience with EViews, including scripting and automation functionalities., • Proven expertise in building, estimating, and validating time-series models—especially VAR, VECM, ARIMA, and cointegration models., • Deep knowledge of model diagnostics, stability tests, and forecasting accuracy measures., • Strong quantitative background with the ability to explain complex modeling processes in clear written and verbal communication., • Demonstrated success in automating modeling and forecasting workflows., • Ability to extract economic meaning from statistical outputs and present findings insightfully., • Self-driven, detail-oriented, and adept at remote collaboration. Preferred Qualifications • Advanced degree in Economics, Econometrics, Applied Statistics, or related field., • Previous experience supporting central banks, policy institutions, or financial sector clients with macroeconomic modeling., • Familiarity with additional econometric software or programming languages (e.g., R, Python, Stata).

$30 - $70/hourpayBusiness Analysis & CommunicationAdvanced Office Suite ProficiencyAttention to Detailmicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Business Document Expert (Korean Speaker) Job Type: Contract Location: Remote (Ideally based in the US) Job Summary Join our customer's team as a Business Document Expert and play a pivotal role in evaluating and elevating the next generation of AI-driven productivity tools. In this fully remote role, you'll harness your business acumen and advanced Office Suite skills to ensure AI-generated business documents meet the highest standards of excellence, clarity, and professionalism. Key Responsibilities • Collaborate directly with AI systems to execute sophisticated business tasks using Excel, PowerPoint, and Word., • Evaluate, critique, and deliver structured feedback on diverse AI-generated deliverables spanning finance, strategy, marketing, and operations., • Design and test realistic business scenarios that reflect current professional workflows, including analysis, presentations, reporting, and proposals., • Review AI outputs for precision, business relevance, and adherence to Fortune 500 or consulting-level quality standards., • Communicate actionable insights and recommendations to cross-functional teams, driving continuous AI improvement., • Annotate, document, and escalate recurring issues to ensure AI systems consistently meet business user needs., • Champion quality, structure, and clarity in every deliverable, helping bridge the gap between business expertise and AI innovation. Required Skills and Qualifications • Bachelor’s degree or higher in Business, Finance, Economics, Marketing, or a related field., • 3+ years of professional experience in business functions such as strategy, finance, marketing, operations, sales, or HR., • Proven mastery of Excel, PowerPoint, and Word for creating polished, professional business deliverables., • Exceptional analytical, organizational, and both written and verbal communication skills., • Acute attention to detail with the ability to critically assess and provide clear, constructive feedback., • Familiarity with AI tools (e.g., ChatGPT, Claude, Copilot) or an eagerness to quickly learn in an evolving, tech-focused environment., • Self-starter attitude, thriving in an independent, remote, and fast-paced work environment. Preferred Qualifications • Experience at a Fortune 500 company, top-tier consulting firm, or leading financial institution., • Background in AI evaluation, prompt engineering, or document automation tools., • MBA or advanced degree, and experience mentoring or providing structured feedback on business deliverables.

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Bankruptcy and Restructuring Services Partner. The partner will source and lead complex advisory engagements and drive strategic outcomes for distressed companies, creditors, and other stakeholders. The partner will play a key role in growing the practice, developing talent, and delivering high-impact solutions that reflect our results-driven, collaborative approach. The right candidate will have the opportunity for a role in practice leadership. By joining EisnerAmper, you'll be part of a dedicated team of seasoned restructuring professionals focused on delivering exceptional service and creating lasting value for clients and stakeholders. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Leading and advising on all aspects of the restructuring process-including strategy development, liquidity management, parallel process execution, out-of-court and bankruptcy preparation, and implementation-for distressed companies and creditor groups, including unsecured creditors, senior lenders, and trustees. Managing cross-functional teams delivering services including financial analysis, operational restructuring, forensic investigations, and valuation support Representing clients in fiduciary roles, including serving as financial advisor, plan administrator, or trustee, with a focus on maximizing value and ensuring compliance Developing and maintaining strong client relationships while identifying new business opportunities and expanding EisnerAmper's presence in the restructuring market Collaborating with firm leadership to shape practice strategy, go-to-market initiatives, and service offerings Representing the firm as a thought leader through industry involvement, speaking engagements, and published content Mentoring and developing team members, promoting a culture of excellence, accountability, and professional growth May be required to occasionally work extended hours, or travel to/work from different firm offices and/or client locations Basic Qualifications: Minimum of 10-15 years of progressive experience in restructuring, turnaround, or insolvency advisory, preferably within a professional services or consulting firm Bachelor's degree in Accounting, Finance, Economics, or a related field Proven record leading complex engagements involving distressed companies, creditor committees, or fiduciary roles Advanced knowledge of bankruptcy and insolvency process. Demonstrated ability to develop and maintain client relationships and originate new business Experience in building and managing high performing teams Excellent communication, negotiation, and presentation skills Preferred/Desired Qualifications: MBA or other relevant advanced degree preferred CPA, CIRA, CTP, CFA, or other relevant professional certification EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Financial Advisory Services (FAS) Team: The EisnerAmper Financial Advisory Services team is comprised of a diverse group of professionals from across the country with a multitude of experience and certifications to leverage distinctive perspectives and specializations. We're equipped to meet all our clients' unique challenges including reorganizations, Ponzi schemes, fraud, contractual disputes, matrimonial claims, Intellectual Property disputes, valuation, and forensic investigations. Divided into five main arms of Bankruptcy & Restructuring, Forensic Accounting, Transactional Advisory Services, Corporate Finance and Valuation Services, our client base is comprised primarily of lawyers and law firms of all sizes. By instilling a culture of collaboration, teamwork, and trust across the department, we're committed to building our people into tomorrow's industry leaders. At all levels, employees are encouraged to take on new responsibilities and challenges in order to grow both as individuals and a team. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: _ #LI-JH2 #LI-Hybrid For NYC and California, the expected salary range for this position is between $300,000 and $500,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. New York

Job Description What We Offer: • The ability to design your career with a hybrid work model, combining remote flexibility with in-person training, team collaboration, and ongoing support from a Forbes-recognized insurance organization, • A comprehensive benefits package, including medical, dental, and vision coverage; a 401(k) with company participation; and group life insurance, • A training stipend plus performance-based incentive opportunities, • Company-sponsored licensing, education, and professional development, • Clear pathways for career advancement, including opportunities to grow into leadership roles Applicants must be within commuting distance of Hauppauge, NY. Compensation: $100,000 OTE Responsibilities: Client Relationship Management • Build and maintain long-term client relationships through consistent communication and regular review meetings, • Lead discovery conversations to understand clients’ financial objectives, risk tolerance, and personal priorities, • Deliver clear, confident, and compliant financial guidance tailored to client needs Financial Planning & Analysis • Analyze client financial information to develop comprehensive, personalized financial plans, • Provide guidance on retirement planning, investment strategies, tax-efficient solutions, education funding, risk management, and estate planning, • Prepare and present financial plan recommendations, including ongoing performance reviews Sales & Business Development • Identify new client opportunities through referrals, networking, and community engagement, • Recommend tailored investment and insurance solutions to meet individual client goals, • Consistently meet or exceed activity, growth, and revenue targets Compliance & Documentation • Ensure accurate and timely documentation in compliance with SEC, FINRA, and internal policies, • Stay up to date on market trends, product offerings, and regulatory changes, • Keep licensing up to date Qualifications: Required Qualifications • Active Series 7 and 66 licenses (or Series 65/63 combination), or equivalent state insurance and securities licenses, • Bachelor’s degree in finance, business, economics, or a related field, or equivalent professional experience, • Minimum of 2 years of experience as a financial advisor, financial planner, or in a similar financial services role, • Strong understanding of investment products, financial planning principles, and regulatory requirements, • Excellent communication, presentation, and client relationship management skills, • Must be able to attend all in-office meetings and events Preferred Qualifications • CFP, ChFC, or progress toward obtaining a professional designation, • Experience with CRM systems and financial planning software, • Existing book of business (preferred but not required) About Company • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025., • Mission Driven - "Do good. Be good. Make good."

Job DescriptionFinancial Planning and Analysis Manager Full-Time | Hybrid Base Salary: $100,000 - $110,000 (commensurate with experience) Under the supervision of the Director of FP&A, the Manager, FP&A will oversee Financial Analysts and assist in the consolidating and analyzing of financial and operational data to provide insight and recommendations to improve financial performance. The Manager, FP&A creates models, summaries and reports to provide insight on current operations as well as risks and opportunities to the company. What You'll Do • Collaborates with other Finance team members and staff at Professional to produce accurate and effective analytics, • Updates, maintains & optimizes financial models including: cash flow forecasting, revenue recognition, operational KPIs, etc., • Perform financial forecasting, reporting and operational metric tracking, • Create analytical models for decision support, • Create, maintain & optimize reporting within multiple BI systems, • Perform variance analysis and identify trends to budget and past performance to better help Management understand areas of financial risk and opportunity, • Work closely with Accounting team to ensure accurate financial reporting, • Assist in the development and execution of the annual operating budget, • Increase productivity by developing automated reporting tools, • Work closely with department leaders as relates to ad hoc requests, • Assist Senior Management & Operators on how to read and interpret financial reports such as P&L statements in order to facilitate sound business decisions What You'll Bring • 4 to 6 years of finance or accounting experience is required, • Proven ability to lead and mentor a team, • Strong fluency in Excel formulas and functions, • Financial modelling skills are required, • Bachelor’s Degree in Accounting, Finance, or Economics is required, • Strong analytical & data gathering skills, • Proven ability to learn new technologies including budgeting software, business intelligence tool, etc., • Familiarity with data query/data management tools is preferred (Access, SQL, Business Objects), • Ability to streamline functions and passion to learn and grow, • Embraces diversity within the work environment and consistently deals with internal and external customers in a friendly and respectful manner; Supports teamwork and cooperation with work partners in daily activities Benefits • Rest, Reset & Recharge: 2 weeks PTO; Sick time in accordance with state and local requirements; plus 6 major holidays to unplug and focus on what matters most., • Plan Ahead: Company-matched 401(k) to help you build what’s next, available once eligibility requirements are met., • Commute Smart: Pre-tax transit and parking benefits through WageWorks — use up to $340/month for trains, subways, buses, ferries, vanpools, and parking (for in-office employees)., • Care for Your Crew: MetLife Pet Insurance with flexible plans, up to 90% reimbursement on eligible expenses, and 24/7 telehealth support via the PetMobile app., • Play More, Pay Less: Exclusive savings through PlumBenefits and LifeMart on travel, hotels, theme parks, sporting events, shows, electronics, food delivery, and more. Equal Opportunity Employer, including Disabled/Veterans. Benefits As a part of our team, you’re eligible for: Comprehensive Benefits: • Unmatched paid time off that includes Vacation, Sick, and Personal days!, • 401k Matching - It’s never too early to start thinking about retirement!, • Comprehensive health benefits (medical, dental, vision)

Job Description To be considered for this role, applicants must hold a bachelor’s degree before starting first day of work with Success Academy - a background in education is not required. Thanks for your interest in Success Academy! Running a large, fast-growing, and high-performing network of public charter schools takes a village - families, children, teachers, staff and faculty, advocates, and supporters alike. We are growing fast in New York and expanding to Florida, and we would love to welcome you to our community! We work tirelessly every day to ensure children have access to a fun, rigorous, whole-child education regardless of zip code or economic status. When you join SA, you play a part in giving every student who walks through our doors a fair shot at reaching his or her potential. Hiring for School Year 2026-27! Are you passionate, driven, and looking for an intellectually charged environment where you can make an impact? As a teacher in New York City’s top-performing network of K-12 charter schools, you will join a team of professionals committed to teaching and preparing children from low-income neighborhoods to be self-assured thinkers and leaders, capable of exploring and debating sophisticated ideas, and ready for college and whatever they set their sights on. A background in education is not required. At Success Academy, we provide you with extensive training and a proven curriculum so you can focus on working with your students instead of building lesson plans. As we move rapidly toward our most ambitious years yet, we are looking for great minds with the drive to develop exceptional leadership skills, the collaborative spirit to elevate our learning community, and the passion to put their knowledge to work for profound social impact on behalf of children. Teaching certification and Master's degrees are not required for this role. Career Advancement and Skill Development Success Academy gives you unparalleled opportunities to gain valuable professional skills and advance rapidly with leadership opportunities available both in the classroom and outside. As a teacher at Success you will: Sharpen your communication skills and develop strong, meaningful relationships with students, their families, and your peers and mentors. Become a highly skilled problem solver able to tackle challenges in and out of the classroom. Learn to assess and analyze data to chart your students’ growth and achievement, and tailor your own teaching methods accordingly. Engage in professional development opportunities with school leaders to benefit from targeted, in-the-moment feedback and coaching to improve your performance. Have the opportunity to grow as a leader and ultimately a leader of the entire grade team. There are also opportunities to enter our school leadership track as an assistant principal as well as to transition to our network office. Minimum Qualifications A bachelor’s degree before your first day of work with Success Academy. A rigorous and relevant academic major (i.e, biology, history, chemistry, economics, physics, English, mathematics, engineering). Ability to work in person in New York City. Supervise a classroom of 20+ students. What We Look For Drive for Excellence: You set ambitious goals for yourself and have never been afraid of putting in the hard work it takes to achieve them; Confidence and Presence: You enjoy taking the lead and inspiring others with your passion and commitment; Passion for Content: You relish literature, science, history, and/or math and independently seek to deepen your knowledge of subjects that interest you; Planning and Organizational Skills: You have experience juggling multiple responsibilities and are able to plan around competing priorities; Emotional Intelligence: You have strong instincts for building trusting relationships with people from a wide range of backgrounds; Learner: You are intellectually curious and are motivated to master new skills. You welcome feedback and coaching that will help you achieve your goals; and Grit and Determination: You are not frustrated by setbacks — you see them as an opportunity for growth. At Success Academy, we invest boldly in our teachers through exceptional pay growth, comprehensive health and wellness benefits, and career pathways that enable you to advance into leadership within an average of three years! Health & Wellbeing that Starts Day One • Medical, dental, and vision coverage through Cigna and VSP — effective on your first day. SA covers 82% of our most popular medical insurance plan, or about $9,000 annually, towards your medical, dental, and vision coverage., • Employees receive a $50 cellphone stipend every month! ($600 annually), • Pre-tax savings accounts for healthcare, dependent care, and commuter expenses., • Free and confidential counseling through our Employee Assistance Program and Talkspace., • Backup care for children and adults, fitness and travel discounts. Time to Recharge • Enjoy paid time off during summer break, school vacation weeks, and holidays, • Generous paid parental leave for new parents. Accelerated Growth & Recognition • Intensive training, ongoing coaching, and leadership pathways - most teachers are promoted to leadership positions on average within three years., • Salary growth that provides significant yearly % increases, with opportunities to increase earning potential through performance-based incentives, • An employee recognition program that offers opportunities for awards and acknowledgment. Financial Security for Your Future • 403(b) retirement plan with a 3% employer match., • Quarterly employer contributions to your Health Savings Account (HSA) - up to $2,400/year!, • Income protection through employer-paid short- and long-term disability, and group life insurance coverage., • Voluntary supplemental life insurance, accident, hospital indemnity, critical illness, and legal plans., • All roles qualify for Public Service Loan Forgiveness after 10 years; most schools are eligible for Teacher Loan Forgiveness after 5 years of teaching. Exact compensation may vary based on skills and experience. Compensation Range$65,000—$75,000 USD Success Academy Charter Schools is an equal opportunity employer and actively encourages applications from people of all backgrounds. Compensation is competitive and commensurate with experience. Success Academy offers a full benefits program and opportunities for professional growth. Privacy Policy: By providing your phone number, you consent to receive text message updates from Success Academy regarding your application. Reply STOP to unsubscribe. View our Privacy Policy. We are an equal opportunity employer and value diversity at our organization. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We actively seek applications from people of all backgrounds to strengthen our community and the perspectives needed to flourish in a multicultural world. Success Academy offers a full benefits program and opportunities for professional growth. Success Academy Charter Schools does not offer employment-based immigration sponsorship.

Job DescriptionSenior Financial Analyst Full-Time | Hybrid Base Salary: $85,000 - $95,000 (commensurate with experience) Under the supervision of the Director of FP&A, the Senior Financial Analyst will oversee 2 Financial Analysts and assist in the consolidating and analyzing of financial and operational data to provide insight and recommendations to improve financial performance. The Senior Financial Analyst creates models, summaries and reports to provide insight on current operations as well as risks and opportunities to the company. What You'll Do • Collaborates with other Finance team members and staff at Professional to produce accurate and effective analytics, • Updates, maintains & optimizes financial models including cash flow forecasting, revenue recognition, operational KPIs, etc., • Perform financial forecasting, reporting and operational metric tracking, • Create analytical models for decision support, • Create, maintain & optimize reporting within multiple BI systems, • Perform variance analysis and identify trends to budget and past performance to better help Management understand areas of financial risk and opportunity, • Work closely with Accounting to ensure accurate financial reporting, • Assist in the development and execution of the annual operating budget, • Increase productivity by developing automated reporting tools, • Work closely with department leaders as relates to ad hoc requests, • Assist Senior Management & Operators on how to read and interpret financial reports such as P&L statements in order to facilitate sound business decisions What You'll Bring • 4 to 6 years of finance or accounting experience is required, • Must have SQL experience, • Proven ability to lead and mentor a team, • Strong fluency in Excel formulas and functions, • Financial modelling skills are required, • Bachelor’s Degree in Accounting, Finance, or Economics is required, • Strong analytical & data gathering skills, • Proven ability to learn new technologies including budgeting software, business intelligence tool, etc., • Familiarity with data query/data management tools is preferred (Access, SQL, Business Objects), • Ability to streamline functions and passion to learn and grow, • Embraces diversity within the work environment and consistently deals with internal and external customers in a friendly and respectful manner; Supports teamwork and cooperation with work partners in daily activities Benefits • Rest, Reset & Recharge: 2 weeks PTO; Sick time in accordance with state and local requirements; plus 6 major holidays to unplug and focus on what matters most., • Plan Ahead: Company-matched 401(k) to help you build what’s next, available once eligibility requirements are met., • Commute Smart: Pre-tax transit and parking benefits through WageWorks — use up to $340/month for trains, subways, buses, ferries, vanpools, and parking (for in-office employees)., • Care for Your Crew: MetLife Pet Insurance with flexible plans, up to 90% reimbursement on eligible expenses, and 24/7 telehealth support via the PetMobile app., • Play More, Pay Less: Exclusive savings through PlumBenefits and LifeMart on travel, hotels, theme parks, sporting events, shows, electronics, food delivery, and more. Equal Opportunity Employer, including Disabled/Veterans. Benefits As a part of our team, you’re eligible for: Comprehensive Benefits: • Unmatched paid time off that includes Vacation, Sick, and Personal days!, • 401k Matching - It’s never too early to start thinking about retirement!, • Comprehensive health benefits (medical, dental, vision)

Job Description Financial Operations Analyst Farmingdale, NY Job Summary We are seeking a motivated and analytical Financial & Operations Analyst to support reporting, business performance analysis, operational insights, and strategic initiatives within a growing Medical Equipment company. This individual will work directly with company leadership to help drive data-informed decision-making across sales, operations, finance, and overall business performance. The ideal candidate is highly detail-oriented, comfortable working with data, and eager to contribute in a fast-paced entrepreneurial environment. This role offers strong exposure to business strategy, operational analytics, financial reporting, and executive-level decision support. Key Responsibilities • Prepare weekly, monthly, and quarterly business performance reports and dashboards., • Analyze sales, operational, financial, and inventory data to identify trends, risks, and growth opportunities., • Develop and maintain KPIs, management reports, and executive presentations., • Support strategic planning, forecasting, budgeting, and business analysis initiatives., • Monitor revenue performance, margins, inventory levels, and operational efficiency metrics., • Conduct market, industry, and competitor research within the healthcare and medical equipment sectors., • Assist leadership with reporting and analysis related to business growth and operational performance., • Collaborate with finance, sales, operations, and vendor teams to collect, validate, and analyze data., • Identify opportunities to improve reporting processes, workflow efficiency, and data automation., • Support ad hoc projects and analytical initiatives for senior management. Qualifications • Bachelor's degree in business, Finance, Economics, Accounting, Healthcare Management, or related field., • 3 years of experience in business analysis, Private Equity or Investment Banking experience a must., • Strong analytical, problem-solving, and organizational skills., • Advanced proficiency in Microsoft Excel and PowerPoint., • Ability to interpret data and communicate actionable business insights., • Strong attention to detail and ability to manage confidential information., • Excellent communication skills with the ability to work cross-functionally. Preferred Qualifications • Experience or interest in healthcare, medical equipment, distribution, or related industries., • Familiarity with Power BI, Tableau, SQL, or reporting automation tools., • Understanding of business KPIs, financial metrics, and operational reporting., • Experience supporting leadership teams with reporting and strategic analysis., • Comfortable working in a fast-growing entrepreneurial business environment.

Job Description As iRocket scales, we’re seeking an Investor Relations & Corporate Strategy Associate to support fundraising, stakeholder communications, and strategic planning efforts. This is a high-impact role for someone who thrives at the intersection of finance, storytelling, and operations. The Role • Help prepare investor materials: pitch decks, financial models, quarterly updates, board memos, • Support investor communications (emails, reports, Q&A, investor meetings), • Conduct market, competitor, and industry research and benchmarking, • Assist with fundraising processes: due diligence, term sheet analysis, investor outreach, • Collaborate cross-functionally (finance, engineering, operations) to gather data and insights, • Monitor KPIs, financial metrics, and prepare dashboards and reporting, • Aid in strategic initiatives, business planning, and special projects Requirements • Bachelor’s degree in Finance, Business, Economics, or related, • 2–4 years of experience in investor relations, strategy, corporate development, or investment banking / venture capital, • Strong financial modeling, valuation, and analytical skills, • Excellent written and verbal communication; ability to tell a clear narrative with data, • Self-starter attitude and ability to work in an ambiguous, fast-paced environment, • Proficiency in Excel / PowerPoint; familiarity with data tools or visualization tools, • Ability to engage with senior leadership and external stakeholders Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Wellness Resources

Job Description VP, Finance Department: Finance Salary: $130K - $180K Location: Melville, NY Job Function: Finance Employment Type: Full-time Seniority Level: Director Echelon Payments is a high-growth payment processing company headquartered in Melville, NY, processing billions annually for merchants across the United States. We are seeking a driven and detail-oriented VP, Finance to join our growing Finance team. Reporting to the CFO, you will take hands-on ownership of core finance operations — financial reporting, FP&A, cash management, and cross-functional collaboration — while helping build the systems and processes that support our continued growth. What You'll Do: • Prepareaccurateandtimelyfinancial reports, including monthly close packages and variance analysis, • Support financial planning and analysis (FP&A), including budgeting, modeling, and performance management, • Assistwith cash management, liquidity tracking, and short- and long-range forecasting, • Support banking compliance, commercial banking relationships, and lending documentation, • Manage third-party billing workflows and on-statement billing processes, • Oversee residual payment processing and reconciliation, • Coordinate with external auditors to support preparation and delivery of audited financial statements, • Partner with tax advisors to support proactive tax planning and compliance, • Support evaluation and annual renewal of company insurance programs, • Assist with ADP PEO relationship management, including plan renewals and cost analysis, • Collaborate with the Head of HR on compensation planning, benefits strategy, and workforce cost management, • Review bi-weekly payroll in partnership with the senior accounting team, ensuring accuracy and compliance, • Contribute to the development and mentorship of the broader finance team Qualifications: • 7+ years of progressive finance or accounting experience, • Experience in payments, fintech, or merchant services strongly preferred; familiarity with interchange, residuals, and payment processing economics is a plus, • Bachelor's degree in Finance, Accounting, Economics, or a related fieldrequired;Master'sdegree preferred, • CPA, CFA, or CMA preferred, • Prior Director of Finance, Controller, or Senior Finance Manager experiencerequired, • Track recordof cross-functional collaboration and contributing to high-performing finance teams, • Solid knowledge of corporate finance: budgeting, forecasting, financial modeling, and long-range planning, • Strongproficiencyinfinancial managementsoftware (QuickBooks or equivalent), • Advanced Excel; familiarity with Power BI or similar analytics tools a plus, • Experience with cloud software such as Salesforce, Ramp, andClickUp, • Exposure to SOC 1 internal controls and financial audit frameworks, • Excellent communication skills — comfortable presenting to senior leadership and external partners Who You Are: • High integrity and ethical standards, • Strong communicator and collaborative team player, • Analytical thinker who connects financial data to business outcomes, • Detail-oriented with a problem-solving mindset, • Calm under pressure, decisive, and comfortable in a fast-paced environment, • Eager to grow into greater responsibility within the finance function Job Benefits: • Competitive salary based on experience, • Strong opportunity for growth, • Comprehensive benefits, including medical, vision, and dental, • 401k with 100% vested matching, • Paid time off

Job DescriptionPosition Summary We are seeking a highly analytical and strategic FP&A Manager with strong financial modeling and data analysis expertise. This individual will play a key role in budgeting, forecasting, financial reporting, and business decision support. The ideal candidate will possess exceptional problem-solving abilities, attention to detail, and the ability to collaborate effectively across departments. This role will also support the consolidation and integration of financial and operational data across multiple systems to improve reporting accuracy and business insights. Key Responsibilities • Lead the development and maintenance of financial models for budgeting, forecasting, and long-term strategic planning., • Partner with department leaders to monitor budgets, analyze spending, and provide actionable financial insights., • Consolidate and analyze financial and operational data from multiple systems to ensure consistency and accuracy., • Develop dashboards, management reports, and KPI tracking tools to communicate financial performance and trends., • Manage and mentor a team of analysts supporting forecasting, reporting, and data analysis initiatives., • Provide ad hoc financial analysis and decision support to senior leadership., • Support process improvements and cross-functional financial integration initiatives., • Perform additional duties and special projects as assigned.Qualifications & Experience, • Bachelor's degree in Finance, Accounting, Economics, or a related field required., • MBA, CPA, or other advanced certification preferred but not required., • Minimum 5 years of experience in Financial Planning & Analysis (FP&A)., • 2-5 years of leadership or team management experience preferred., • Advanced Excel skills required; experience with Power Query, Power BI, or similar analytics tools strongly preferred., • Strong financial modeling, analytical, and critical-thinking capabilities., • Excellent communication and interpersonal skills with the ability to present findings to leadership., • Ability to manage multiple priorities and thrive in a fast-paced environment.Please email resumes to michele.degaetano@LHH.com Pay Details: $140,000.00 to $150,000.00 per year Search managed by: Michele DeGaetano Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description A growing manufacturing company based in Melville is seeking a sharp, commercially minded Business Analyst to join its expanding team. This is a newly created role due to company growth and increased demand for actionable business insights across finance, operations, and sales. The ideal candidate will bring a strong FP&A background or business analysis mindset with the ability to turn complex data into meaningful recommendations that support strategic decision-making. This position will work cross-functionally with leadership, finance, sales, and operations to analyze trends, improve reporting, and drive profitability initiatives. Responsibilities • Analyze financial, operational, sales, pricing, and customer data to identify trends and business opportunities, • Translate large data sets into actionable commercial insights for leadership teams, • Support forecasting, budgeting, and financial planning processes, • Develop and maintain reporting dashboards, KPI tracking, and management reporting packages, • Evaluate pricing, margin performance, and customer profitability metrics, • Partner with sales and operational leaders to improve business performance and decision-making, • Assist with systems improvements, data integrity initiatives, and reporting automation, • Present findings and recommendations in a clear and concise manner to senior leadership Qualifications • Bachelor's degree in Finance, Accounting, Business, Economics, or related field, • 3+ years of experience in FP&A, business analysis, commercial finance, or related analytical roles, • Strong analytical and problem-solving abilities with a commercial mindset, • Experience working with sales data, pricing analysis, margin analysis, and customer analytics, • Advanced Excel skills required; experience with ERP systems and BI/reporting tools preferred, • Strong communication skills with the ability to interact across multiple business units, • Manufacturing industry experience is a plus, but not required, • High-achieving, driven candidates with strong business acumen are encouraged to apply This is an excellent opportunity for someone looking to join a growing organization where they can have visibility, impact, and long-term career growth within a collaborative environment.

Bachelor’s degree in Finance, Economics, or related field. Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a leading finance institution. Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts.

Responsibilities include, but are not limited to: • Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service., • Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services., • Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services., • Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers., • Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members., • Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines., • Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits., • Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs., • Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements., • Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. Required Skills: • Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers., • Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees., • Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues., • Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions., • Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form., • Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services., • Detail oriented, strong organizational skills, and high degree of accuracy., • Ability to manage multiple projects simultaneously., • Proficient computer skills. Required Experience: • High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program., • Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred. Preferred Experience: • FIS/IBS (Integrated Banking Solutions).

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. No Finance Experience? No problem! Over 90% of our top advisors come from careers such as Real Estate, Accounting, Education, and other industries outside of finance If you've built success in your current field and are ready for a new challenge, we’ll provide the training, resources, and mentorship to help you thrive in financial services What We Offer: • Enjoy the freedom to build your own career in a hybrid role—work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance, a 401(k) plan, and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why Join Eastern Advisory Group? • Strong partnership with over 175 years of stability, and a legacy of helping families and businesses since 1848., • Fortune 500 Company, backed by the strength and support of a nationally recognized organization., • Forbes America’s Best Insurance Companies – Permanent Life 2025., • Mission-driven culture: “Do good. Be good. Make good.”Compensation: $90,000 at planned earnings Responsibilities: • Work closely with clients to gather in-depth financial details and build individualized profiles that accurately reflect their income, goals, and overall financial situation., • Serve as a collaborative and dependable team contributor while continually developing your skills through ongoing training and professional learning opportunities., • Actively engage with prospective clients, fostering strong relationships and positioning yourself as a trusted financial guide., • Create tailored financial plans that adapt as clients move through different life stages, career changes, and financial priorities., • Provide well-considered recommendations—spanning financial products, planning solutions, and investment approaches—to support clients in achieving their goals., • Obtain Life and Health certification within 45 days of employment. Qualifications: • Long Island/Queens candidates only., • Must be able to commute to the Hauppauge office for training meetings and events., • Previous Sales experience preferred., • A New York State Life Accident and Health exam is not needed, but it is a plus before training., • Bachelor's degree in Finance or Economics preferred., • Internship experience in financial services is a plus. Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788. About Company • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025., • Mission Driven - "Do good. Be good. Make good."

Job Description The Organization: The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in 2019 and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running. You'll serve as the primary relationship manager for a select group of clients, delivering holistic financial advice while also contributing to the firm's continued growth. This is an in-person role based in Melville, NY. Whether you're coming in with a small existing book or none at all, your focus will be on deepening relationships and delivering exceptional service across the firm's established client base. Responsibilities: • Serve as the primary relationship manager for a select group of clients, developing a deep understanding of their values, goals, and priorities., • Develop and implement personalized financial plans tailored to each client's individual needs and objectives., • Deliver holistic financial advice across investments, retirement planning, estate considerations, tax strategies, and risk management., • Engage clients in clear, thoughtful conversations that simplify complex financial concepts into actionable strategies., • Proactively reach out to clients to provide guidance, reassurance, and timely updates through different life stages and market environments., • Conduct a thorough financial analysis to identify growth opportunities and mitigate risk., • Collaborate with internal specialists to create comprehensive, tailored financial plans., • Utilize financial software to track client progress and generate reports., • Stay current on financial services trends, tax regulations, and securities law. Qualifications: • 7+ years of experience as a Financial Advisor, Wealth Manager, or similar client-facing role at an RIA or wealth management firm., • 2+ years developing and managing relationships with high-net-worth clients., • Bachelor's degree in Finance, Economics, Business, or a related field (required); Master's degree a plus., • CFP, CFA, CPA, or similar professional designation strongly preferred., • Solid background in financial sales or a related advisory field., • Deep knowledge of estate planning, tax strategy, and wills & trusts., • Expertise in wealth management, investment management, cash management, and portfolio management., • Familiarity with accounting principles and CRM platforms., • Strong research, analytical, and mathematical skills., • Existing book of business a plus, but not required. Salary & Benefits: • Base and bonus., • 401(k) with company contributions, • Health, dental, and vision insurance, • Health savings account (HSA), • Life insurance, • Paid time off #INDM

Commercial Credit is responsible for the credit delivery of the Bank's commercial clients throughout the credit lifecycle. Bachelor's degree in Accounting, Finance, Economics or related field and a minimum of one year's work experience in commercial credit, public accounting, financial statement pre

Job Description The Organization: The Wealth Alliance is a rapidly growing investment advisory firm based in Melville, New York. Founded in 2019, they currently employ over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: We’re seeking a Client Service Associate to join our growing wealth management team. The ideal candidate will have 1-3+ years of experience in financial services client support, preferably working with high-net-worth individuals and families. This individual will play a critical role in delivering exceptional client service, managing complex account activities, and supporting Financial Advisors in all aspects of client relationship management. The successful candidate must be self-motivated, positive, highly organized, and able to thrive in a fast-paced environment. They should possess strong problem-solving skills, demonstrate professionalism in all client interactions, and have the ability to work both independently and collaboratively. Responsibilities: • Serve as the primary point of contact for client inquiries, providing timely, accurate, and professional service via phone, email, and in-person interactions., • Build and maintain strong relationships with high-net-worth clients, ensuring an exceptional client experience from inquiry through resolution., • Facilitate all money movement transactions, including journals, checks, EFT/ACH transfers, and wire requests, while adhering to firm policies and fraud prevention procedures., • Assist with account opening, transfers, maintenance requests, beneficiary updates, and other client service activities., • Coordinate, schedule, and confirm client meetings and assist with meeting preparation and follow-up., • Prepare client reports, portfolio reviews, and presentation materials for Financial Advisor meetings., • Process investment purchases and sales on behalf of clients and Financial Advisors in, • accordance with regulatory requirements and firm policies., • Support clients with online account access and navigation across custodial and financial platforms., • Maintain accurate and confidential client records, ensuring compliance with regulatory requirements and firm standards., • Identify, troubleshoot, and resolve client issues efficiently, collaborating with internal teams as needed., • Assist with alternative investments, annuities, 1035 exchanges, 529 plans, and other specialized account transactions., • Ensure all client interactions and account activities comply with applicable regulations, internal controls, and company policies., • Perform additional duties and responsibilities as assigned to support the team and overall client experience. Qualifications: • Bachelor’s degree in Finance, Business Administration, Economics, or related field preferred., • 1-3+ years of experience in a client service, operations, or relationship management role within the financial services industry., • Experience supporting high-net-worth clients and Financial Advisors preferred., • Strong knowledge of brokerage, advisory, retirement, and investment account types., • Familiarity with custodial platforms, CRM systems, financial planning software, and Microsoft Office Suite., • Experience processing account openings, transfers, money movement requests, and investment transactions., • Knowledge of alternative investments, annuities, 1035 exchanges, and 529 plans preferred., • Excellent verbal and written communication skills with a professional and client-focused demeanor., • Strong organizational skills with exceptional attention to detail and accuracy., • Ability to prioritize multiple responsibilities and meet deadlines in a fast-paced environment., • Proven ability to work independently while contributing effectively within a collaborative team environment., • Series 7 and Series 63 or 65 licenses preferred, or willingness to obtain industry licenses. Salary & Benefits: • Competitive salary and bonus eligibility., • Comprehensive benefits package including health insurance, company-paid life insurance, and paid time off., • 401(k) plan with Safe Harbor employer matching contributions., • Professional development and licensing support., • Career advancement opportunities within a growing wealth management firm. #INDM

Requirements Bachelor's degree in finance, economics, or a related field Previous experience in financial consulting or a similar role is preferred Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to build and maintain relationships with clie

About the Role Canon USA in Melville, NY is currently seeking a Business Planning & Channel Support Specialist - Document Scanners & Specialty Printer (Specialist, Business Planning). The Business Planning & Channel Support Specialist - Document Scanners & Specialty Printer is responsible for developing and executing business planning, inventory and procurement control. Additionally, the role supports B2B partners in the US market to maximize sales performance, optimize inventory, and ensure successful product launches. This position requires analytical capabilities, cross‑functional collaboration skills, and the ability to work effectively with internal/external members. This position is full‑time and offers a hybrid work schedule requiring you to be in the office Monday, Tuesday and Wednesday and an option to work from home the remainder of the week (unless a specific business need arises requiring in‑office attendance on other days). Note that work schedules and office reporting requirements may change from time to time based on business needs. Your Impact Business Planning for Scanner and Specialty Printer Conduct market, competitor, and channel analysis across US Market Develop Strategic Plans Support budgeting and monthly business reviews Create and improve demand forecasts Sales & Operations Planning (SOP) Inventory management Procurement control Process improvement US B2B Channel Partner Support Support key B2B partners (e.g., Reseller/Direct Marketer/Dealer/WTS) Analyze POS and inventory data to identify growth opportunities Plan and execute channel promotions and marketing programs Optimize online product pages and digital assets Coordinate new product launch planning with partners Identify and resolve issues related to demand shifts or inventory imbalance Prepare sales performance reports and propose improvement actions About You: The Skills & Expertise You Bring Bachelor’s degree in Business, Marketing, Economics, Supply Chain, or related field preferred or equivalent experience required, plus 3 to 5 years of related experience Experience working with multinational teams is highly desirable Proficiency with spreadsheet and business analytics tools Experience with MS Office and Google Workspace Experience with BI tools (Power BI, Tableau) is a plus Up to 25% travel is required Ability to work during peak periods or time‑zone‑shifted meetings when needed Individual must possess a clean valid state driver’s license in order to obtain the position This position requires driving, therefore a valid driver’s license and acceptable driving record are necessary. Additionally, because this position requires driving for company business as an essential function of the job, must remain in compliance with company safety guidelines and policies We are providing the anticipated salary range for this role: $69,300 - $103,770 annually. EEO Statement We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Candidates must be legally authorized to work in the United States. The Company will not pursue or support visa sponsorship. All qualified applicants must reside in the United States at the time of hire. #J-18808-Ljbffr