Finance jobs in United States

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.

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

About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Execute full-cycle payroll tax case work for assigned accounts: process payroll runs accurately, audit pre- and post-payroll output, manage tax filings and payments, and maintain compliance across all active jurisdictions., • Independently research and resolve complex State and Federal payroll tax notices, including balance-due notices, deposit discrepancies, SUI rate change notices, and account mismatch notices, owning each case from intake through confirmed closure., • Prepare written agency responses with complete supporting documentation; submit within agency-required deadlines and confirm receipt., • Prepare amended payroll tax returns (Form 941-X and state equivalents) independently on complex amendments while retaining ownership., • Support payroll correction workflows: identify the source of a payroll error, quantify tax impact across affected quarters, document the correction audit trail, and see the resolution through to completion., • Manage personal WIP queue with discipline: prioritize cases by SLA date, flag aging cases before they breach SLA, and maintain thorough case documentation from first touch to closure., • Perform high-level trend analysis of customer data, system data, and agency correspondence to identify process or system deficiencies., • Actively contribute to SOP and KB updates: flag outdated content, suggest revisions, and document solutions to previously unresolved issues., • Participate in cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams; serve as a role model for TP1 staff and actively seek coaching and development from Staff Payroll Tax Processor and managers., • 2–3+ years of hands-on payroll tax experience with a strong focus on notice resolution, amended return preparation, and payroll error correction across multiple states, not just general payroll administration., • Working knowledge of IRS and state agency notice types; able to read a notice, identify the type, understand the agency's claim, and determine the appropriate resolution path., • Demonstrated experience resolving State and Federal payroll tax notices independently, including balance-due notices, penalty assessments, SUI rate change notices, and deposit mismatch notices., • Comprehensive knowledge of tax payment and filing regulations; solid understanding of the distinction between employee and employer tax responsibilities across federal and state jurisdictions., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Proficiency with at least one payroll platform and comfort navigating case management systems such as Salesforce., • Excel/Google Sheets skills required: VLOOKUP, pivot tables, and reconciliation auditing; able to trace a tax discrepancy through a spreadsheet independently., • Strong written and verbal communication skills; able to interact professionally with state and federal tax agencies and document case activity clearly and completely., • Associate's or Bachelor's degree in Accounting, Business, or Finance preferred; equivalent experience accepted., • Fundamental Payroll Certification (FPC) required; CPP preferred for candidates with 4+ years of experience. Active pursuit of CPP is viewed favorably. CPP holders will be evaluated for accelerated development., • Experience at a payroll service bureau, PEO, or multi-client payroll tax environment is a significant advantage. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $36.00 - $49.00 Southern California: $36.00 - $49.00 Colorado: $27.00 - $36.50 District of Columbia: $27.00 - $36.50 Hawaii: $28.50 - $38.50 Illinois: $27.00 - $36.50 Maine: $25.00 - $33.50 Maryland: $27.00 - $36.50 Massachusetts: $28.50 - $38.50 Minnesota: $25.00 - $33.50 New Jersey: $28.50 - $38.50 New York: $29.50 - $34.47 Ohio: $25.00 - $33.50 Vermont: $27.00 - $36.50 Virginia: $27.00 - $36.50 Washington: $28.50 - $38.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Execute full-cycle payroll tax case work for assigned accounts: process payroll runs accurately, audit pre- and post-payroll output, manage tax filings and payments, and maintain compliance across all active jurisdictions., • Independently research and resolve complex State and Federal payroll tax notices, including balance-due notices, deposit discrepancies, SUI rate change notices, and account mismatch notices, owning each case from intake through confirmed closure., • Prepare written agency responses with complete supporting documentation; submit within agency-required deadlines and confirm receipt., • Prepare amended payroll tax returns (Form 941-X and state equivalents) independently on complex amendments while retaining ownership., • Support payroll correction workflows: identify the source of a payroll error, quantify tax impact across affected quarters, document the correction audit trail, and see the resolution through to completion., • Manage personal WIP queue with discipline: prioritize cases by SLA date, flag aging cases before they breach SLA, and maintain thorough case documentation from first touch to closure., • Perform high-level trend analysis of customer data, system data, and agency correspondence to identify process or system deficiencies., • Actively contribute to SOP and KB updates: flag outdated content, suggest revisions, and document solutions to previously unresolved issues., • Participate in cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams; serve as a role model for TP1 staff and actively seek coaching and development from Staff Payroll Tax Processor and managers., • 2–3+ years of hands-on payroll tax experience with a strong focus on notice resolution, amended return preparation, and payroll error correction across multiple states, not just general payroll administration., • Working knowledge of IRS and state agency notice types; able to read a notice, identify the type, understand the agency's claim, and determine the appropriate resolution path., • Demonstrated experience resolving State and Federal payroll tax notices independently, including balance-due notices, penalty assessments, SUI rate change notices, and deposit mismatch notices., • Comprehensive knowledge of tax payment and filing regulations; solid understanding of the distinction between employee and employer tax responsibilities across federal and state jurisdictions., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Proficiency with at least one payroll platform and comfort navigating case management systems such as Salesforce., • Excel/Google Sheets skills required: VLOOKUP, pivot tables, and reconciliation auditing; able to trace a tax discrepancy through a spreadsheet independently., • Strong written and verbal communication skills; able to interact professionally with state and federal tax agencies and document case activity clearly and completely., • Associate's or Bachelor's degree in Accounting, Business, or Finance preferred; equivalent experience accepted., • Fundamental Payroll Certification (FPC) required; CPP preferred for candidates with 4+ years of experience. Active pursuit of CPP is viewed favorably. CPP holders will be evaluated for accelerated development., • Experience at a payroll service bureau, PEO, or multi-client payroll tax environment is a significant advantage. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $36.00 - $49.00 Southern California: $36.00 - $49.00 Colorado: $27.00 - $36.50 District of Columbia: $27.00 - $36.50 Hawaii: $28.50 - $38.50 Illinois: $27.00 - $36.50 Maine: $25.00 - $33.50 Maryland: $27.00 - $36.50 Massachusetts: $28.50 - $38.50 Minnesota: $25.00 - $33.50 New Jersey: $28.50 - $38.50 New York: $29.50 - $34.47 Ohio: $25.00 - $33.50 Vermont: $27.00 - $36.50 Virginia: $27.00 - $36.50 Washington: $28.50 - $38.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Job Description Your Next Chapter Starts Now: Join Us! Master Your Craft: HVAC Tech Opportunity with Growth Potential We are a trusted plumbing, electrical, heating, and air conditioning company with a legacy spanning over three generations. We take pride in being deeply rooted in the communities we serve, employing residents of the towns we call home. A successful HVAC Service Technician at our company is a skilled troubleshooter and expert problem solver, consistently ensuring optimal performance and comfort within residential air quality systems. You will utilize their technical skills to diagnose and repair issues efficiently and be the "go-to" experts for all things HVAC, providing reliable solutions and exceptional customer service. What We Offer: • Earn competitive wages ranging from $70,000 to $120,000/year!, • Benefits Include major medical, prescription drug, optical, dental, orthodontia, long-term disability, and life insurance., • 401-K with Match with company match., • Access 100+ hours of training every year., • Participate in events like ball games, comedy clubs, dinners, awards, and more every quarter., • Company-provided uniforms., • Provide Stability - We have over 55 years in business., • Work with a fun, professional, and caring management team., • As we expand, so do the opportunities for career advancement., • Take pride in working for a company that makes a positive difference in the community. Responsibilities of the HVAC Service Technician: • Complete HVAC service, repair, and maintenance-related service calls. Diagnose and offer solutions to customers., • Set cross-over leads for the Plumbing and Electric department, based on observations in customers’ homes., • Establish customer rapport to offer and sell the right products and services., • Educate and assist customers in choosing the best finance options and maintenance plans., • Understand service criteria and hold yourself accountable for exceeding revenue goals., • Show yourself professional and knowledgeable to win new referrals and repeat business., • Work alongside customer service and dispatch to ensure the overall success of the business., • Maintain a clean, organized job site and well-inventoried truck., • Participate actively in all training exercises, morning meetings, and retreats., • Train and mentor apprentices to ensure quick, accurate repairs and installations., • Be accurate and timely with invoices, timecards, curbside feedback, and option sheets. Requirements for the HVAC Service Technician: • 2 years of residential HVAC experience required., • Aware of local HVAC and building codes and ability to make on-the-job applications., • Develop a proven track record in soldering, pipe threading, fixture installation, gas leak testing, refrigerant installation, and reclaim and repair., • EPA Certified., • Participates in “On-Call” work schedule rotation., • Attending all company and departmental meetings as scheduled., • State of NJ HVAC License a plus, • Continued education and training., • Highly organized with exceptional follow-through abilities., • Strong verbal and written communication., • High integrity with advanced social skills and ability to make solid connections., • Strong desire to be a better technician tomorrow than you are today., • Competitive individual and team contributor who also loves to win and grow. If you're passionate about being part of a dynamic team that's shaping the future of HVAC services, then we want to hear from you! Don't miss this opportunity to join an industry-leading legacy. Apply now and let's take your HVAC career to new heights together! Powered by JazzHR W2hLNgcrTO

Casual Package Delivery Driver \n Who exactly are UPS Casual Package Delivery Drivers? \n They’re the ones who drive our familiar brown trucks, bringing packages great and small to our customers. They’re a friendly, physically active crew who enjoy fast-paced work, being outdoors, and being behind the wheel! \n So, what does it take to make it through a busy shift delivering boxes of all shapes and sizes to homes and businesses in your community and beyond? \n\n • The ability to lift up to 70 lbs.\n, • Valid driver’s license—no CDL required (License type varies by state)\n, • Pass the DOT physical\n, • Excellent customer service and driving skills\n, • Legal right to work in the U.S.\n, • Casual package delivery drivers are expected to comply with UPS appearance guidelines and wear the company-provided uniform\n\n Full-time casual package delivery drivers work eight to ten hours per day and workdays can vary (Monday - Friday) or (Tuesday - Saturday) depending on the business needs. \n What’s in it for you? \n\n • Excellent weekly pay\n, • Growth opportunities*\n, • Extensive training\n\n *This is a seasonal role. A seasonal job is a great place to start at UPS, and it might even lead to a permanent role that offers even more advantages and benefits! Permanent, full-time delivery drivers receive an average total compensation package of $145,000 per year. That includes $0 healthcare premiums, up to seven weeks of paid vacation, plus paid time off for holidays, sick leave and option days. UPS also makes contributions to a defined-benefit pension plan for each employee. \n So, what is UPS all about? \n Well, you’re probably already familiar with us – we’re the brown trucks delivering everything from diapers, dish towels and holiday gifts, to college care packages and life-saving medicines. \n But we’re more than that. We’re also hardworking, efficient package handlers and friendly, focused drivers. We’re professionals working in finance, technology, engineering, marketing, and more. We are building our business ethically, sustainably, and in an environmentally conscientious way. And we are here to deliver what matters—to customers, communities, colleagues, the world, and you and your career. Come work for an award-winning company. \n This job posting includes information about the minimum qualifications (including the UPS Uniform and Personal Appearance Guidelines), locations, shifts, and operations within the locations which may consider my application. An applicant or employee may request an exception or change to, or an accommodation of, any condition of employment (including the UPS Uniform and Personal Appearance Guidelines) because of a sincerely held religious belief or practice. \n \n The base pay for this position is $4.00/hour \n \n UPS is committed to providing a workplace free of discrimination, harassment, and retaliation. UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law.

Head of Finance \n \n Position in 100% on site in NYC and candidate must from from a high growth SaaS environment. Ideally have startup experience, AI and SaaS. Must enjoy building. Company is pre-IPO. \n \n About the Opportunity \n Imagine helping shape the future of modern financial planning through technology. This fast-growing, venture-backed fintech organization is reimagining how individuals manage their financial lives by bringing investing, tax strategy, retirement planning, and long-term wealth management together in a single, intelligent platform. \n \n Backed by leading institutional investors and innovative technology partners, the company is scaling rapidly while maintaining the collaborative environment and visibility typically found in an early-stage business. Team members have the opportunity to influence strategy, build foundational processes, and make a measurable impact on the organization's future growth. \n \n The Position \n This newly established leadership role offers the opportunity to build and elevate the Financial Planning & Analysis function from the ground up. As the head of FP&A, you will play a key role in translating financial data into strategic insights, helping executive leadership make informed decisions as the business continues to expand. \n \n The position is based in New York City and follows a five-day, in-office work model focused on collaboration, innovation, and partnership across teams. Relocation assistance may be available for highly qualified candidates. \n \n Key Responsibilities \n\n • Partner closely with senior finance leadership to develop annual operating plans, quarterly forecasts, and long-range financial strategies.\n, • Design and maintain sophisticated financial models that support planning, growth initiatives, pricing decisions, customer analytics, and operational performance measurement.\n, • Lead monthly and quarterly reporting processes, including variance analysis, KPI tracking, and executive-level business insights.\n, • Collaborate with leaders across revenue, marketing, product, engineering, operations, and other functions to evaluate business assumptions and support strategic decision-making.\n, • Improve and automate reporting, forecasting, and planning processes to enhance scalability and operational efficiency.\n, • Support investor relations activities, fundraising initiatives, board reporting, and other corporate finance projects.\n\n \n Compensation includes a strong base with a generous options package.

OVERVIEW: \n \n Our client, one of the largest Energy companies in US providing a wide range of Energy related products and services to its customers, seeks an accomplished Property Tax Consultant. \n \n * JOB TITLE: Property Tax Consultant \n \n * LOCATION: 3 days Remote | 2 days onsite at 4 Irving Place New York, NY 10003 \n \n Duration: 12 Months with possibility of extension \n \n * SCHEDULE: M – F (Hours: 9am - 5pm) \n \n Pay Range: $50.00/hr. - $60.00/hr. \n \n Job Responsibilities: \n\n • This is primarily a hands-on tax/accounting analyst role, not a general tax-preparation position. The candidate needs to be comfortable taking accounting/system data, cleaning and analyzing it in Excel, identifying discrepancies or variances, and using the analysis to support property tax and gross receipts tax activities.\n, • Strong preference: Property tax and/or gross receipts tax experience.\n, • Prepare property and gross receipts tax payments for NY State and local municipalities.\n, • Prepare tax accruals, journal entries, and supporting workpapers.\n, • Prepare tax returns and supporting schedules.\n, • Support property tax grievances, settlements, and litigation.\n, • Prepare tax schedules for SEC, FERC, PSC, and other regulatory filings.\n, • Analyze accounting data and investigate variances.\n, • Maintain relationships with internal/external stakeholders regarding tax matters.\n, • Support legislation and litigation-related tax matters.\n\n \n Job Requirements: \n\n • Education: Bachelor’s degree in accounting, Finance, Business, or related discipline.\n, • Accounting and/or general tax compliance experience\n, • Strong GAAP accounting knowledge related to property and gross receipts taxes\n, • Advanced Excel data analysis\n, • Ability to cleanse, join, parse, and reconcile datasets in Excel\n, • Tax return and supporting workpaper experience\n, • Experience analyzing accounting-system data\n, • Strong attention to detail and variance investigation\n, • Ability to manage multiple deadlines and jurisdictions\n, • Strong written and verbal communication\n, • Ability to handle confidential financial/tax information\n, • Strongly Preferred: Property tax experience\n, • Gross receipts tax experience\n, • New York State/local tax experience\n, • Oracle EBS / Oracle BI\n, • Power Plan Property Tax\n, • NYC Department of Finance Property Tax Public Access Web Portal\n, • Corporate tax returns\n, • Gross receipts tax returns\n, • Regulatory tax schedules for SEC, FERC, PSC\n, • Tax grievances and property tax disputes\n, • Utility/energy industry experience\n\n \n I'd love to talk to you if you think this position is right up your alley, and assure a prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you. \n \n Recruiter Name: Lalit Malgotra \n Title: Lead Recruiter \n Email: lalit.malgotra@ameritconsulting.com \n \n Company Overview: \n \n Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally: as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients’ businesses forward. \n \n Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. \n This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. \n Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.

Implementation Lead - Accounts Receivable Overview \n\n • The Implementation Lead - Accounts Receivable oversees client delivery and product implementation for integrated receivables solutions.\n, • This role involves end-to-end implementation, from requirements gathering to go-live and steady-state operations.\n, • Collaborate with accounts receivable, treasury, and finance teams to ensure seamless solution integration.\n, • Design and configure payment and remittance matching workflows tailored to customer requirements.\n, • Train customer teams, ensuring confidence and self-sufficiency post-implementation.\n, • Act as a subject-matter expert, providing insights to improve product and delivery processes.\n, • Opportunity to work with innovative AI-powered solutions in receivables automation.\n, • Contribute to building reusable implementation playbooks for streamlined onboarding processes.\n, • Engage in a hybrid work environment, blending remote and on-site collaboration.\n\n Implementation Lead - Accounts Receivable Key Responsibilities & Duties \n\n • Lead customer implementations, managing project plans, milestones, and risk across multiple engagements.\n, • Conduct discovery sessions to document receivables processes and design tailored solutions.\n, • Configure solutions, including remittance capture, payment matching rules, and ERP integrations.\n, • Validate workflows through testing and user acceptance trials to ensure accuracy.\n, • Optimize auto-match performance, meeting accuracy and same-day posting targets.\n, • Train and support customer teams, driving adoption and operational efficiency.\n, • Resolve post-go-live issues, ensuring smooth transitions to steady-state operations.\n, • Collaborate with internal teams to share feedback and inform product improvements.\n, • Develop implementation playbooks to enhance delivery efficiency and consistency.\n\n Implementation Lead - Accounts Receivable Job Requirements \n\n • Bachelor of Science (BS) degree required, preferably in a related field.\n, • 5+ years of experience in cash application, accounts receivable operations, or software implementation.\n, • Proficiency in cash application processes, payment channels, and remittance advice handling.\n, • Experience with bank file formats such as BAI2, EDI 820/823, and NACHA.\n, • Familiarity with ERP systems like NetSuite, SAP, Oracle, and Microsoft Dynamics.\n, • Strong project management skills for handling multiple implementations simultaneously.\n, • Proficiency in Excel for data validation and reconciliation tasks.\n, • Excellent communication skills to engage with diverse stakeholders effectively.\n, • Interest in AI-powered workflows and willingness to learn new technologies\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.

Job Title: JD Edwards EnterpriseOne Techno-Functional Consultant \n Location: New York - New York (Hybrid – 3 days in Client Office) \n Employment Type: Contract \n \n About Smart IT Frame: \n At Smart IT Frame, we connect top talent with leading organizations across the USA. With over a decade of staffing excellence, we specialize in IT, healthcare, and professional roles, empowering both clients and candidates to grow together. \n \n Job Summary: \n A JD Edwards JDE E1 Techno functional Consultant specializes in designing developing implementing and supporting custom technical solutions within the Oracle JD Edwards EnterpriseOne ERP suite Should have good domain knowledge and experience in Sales and Distribution Nice to have Finance modules. \n \n Roles and Responsibilities \n\n • Customization Development\n, • Design code and test custom applications reports UBE and Business Functions BSFNNER using the JDE toolset\n, • Write Custom Code UBEs NERs BSFNs Build Orchestrations Modify Forms Reports\n, • Configure Setups Processing Options Versions UDOs and Workflows\n, • Build BSSV REST APIs AIS Services Third Party Connectors\n, • Write Data Load Scripts Z Tables Excel SQL run Conversions\n, • Implement roles SOD row Security UDO Security\n\n \n JD E1 9192 Sales and Distribution module \n\n • OW Toolset Object Management Workbench OMW Business Views BSVW Report Design Aid RDA Form Design Aid Tool FDA Object Configuration Manager OCM User Defined Codes UDC Data Dictionary DD Table Design Aid TDA Table Conversion TC Universal Table BrowserUTB UBE Report Writing ERW Business Function Business Function Named Event Rules BSFN Workflow Application UBE Debug Tool\n, • JDE Orchestrator development is must\n, • BSFN debugging skills are required\n\n \n Mandatory Skills: JDE SND, JDE Technical \n Experience Level: 15 years

Investment Associate, Energy Transition — New York City \n \n A well established global alternative investment platform is hiring an Investment Associate for its Energy Transition team. The team has deployed over $3.5bn across equity and debt in solar, storage, wind, and infrastructure credit, and runs lean deal teams where associates get real exposure from day one, not just model updates. \n This is a seat for someone who wants to move from advising deals to actually investing in them. \n \n What you'll do \n Build and own the financial models behind new and existing investments. Draft investment committee memos. Run due diligence from screening through closing. Work directly with senior investment professionals on acquisitions, financings, and debt raises, partnering with sellside and buyside bankers along the way. \n \n What they're looking for \n 1 to 6 years in investment banking, private equity, project finance, or credit, ideally with exposure to power, infrastructure, or renewables. Strong modeling skills and a sharp analytical mind. Someone who wants a long term investing career, not just an exit from banking.

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.

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

THIS IS NOT A JOB AT FORCEBRANDS \n \n We’re partnering with a rapidly scaling consumer brand to find a Senior Director of Growth who will lead the next phase of expansion from approximately $50M to $200M+ in revenue. This leader will own the full growth engine across paid acquisition, retention and subscription, marketplace and omnichannel expansion, analytics, AI, and operating efficiency while scaling an already successful playbook without proportionally increasing headcount or costs. \n \n Responsibilities \n Paid Acquisition & Media \n\n • Own and scale a $25M+ annual paid media budget, representing approximately 43% of net revenue, across Meta, TikTok, and emerging acquisition channels.\n, • Maintain accountability for CAC, payback periods, channel efficiency, and overall performance.\n, • Continue diversifying the acquisition mix by identifying and scaling the next 2–3 meaningful growth channels.\n, • Build on the company’s success scaling newer channels, including platforms that have grown from minimal contribution to representing 20%+ of net revenue.\n, • Establish the testing cadence and creative analytics infrastructure required to maintain efficient acquisition as the business grows.\n, • Oversee a high-volume creative testing environment currently producing approximately 300–400 ads per week.\n\n Lifecycle, Retention & Subscription \n\n • Lead the subscription, lifecycle, and CRM strategy end-to-end across platforms including Klaviyo and Recharge.\n, • Continue optimizing a first-order subscription program that has grown from approximately 11% to 70%+.\n, • Develop and improve win-back, save, loyalty, and retention initiatives designed to minimize churn as the subscriber base expands.\n, • Partner with Brand and Product on pricing, bundles, program structure, and other retention initiatives that support both customer lifetime value and margin.\n\n Marketplace & Omnichannel Growth \n\n • Own Amazon, retail, and future distribution channels as individual P&Ls with clear performance and profitability goals.\n, • Lead growth, media, and launch strategies supporting new retail doors and national account expansion.\n, • Develop an omnichannel growth strategy that allows the business to add new revenue streams while protecting performance across existing channels.\n, • Evaluate channel opportunities based on incremental revenue, profitability, customer acquisition, and potential cannibalization.\n\n Growth Analytics, AI & Operating Efficiency \n\n • Own the growth analytics infrastructure, measurement strategy, and reporting cadence, including quarterly reporting presented to the Board.\n, • Use CAC, LTV, payback, contribution margin, and other performance metrics to guide budget allocation and investment decisions.\n, • Expand the company’s existing use of AI and automation across areas including creative analytics, GEO/AI visibility, and customer experience.\n, • Identify opportunities to automate workflows and improve operating leverage so revenue can scale faster than headcount and expenses.\n, • Provide data-backed recommendations on when and why investment should shift between channels.\n\n Team & Leadership \n\n • Lead and develop a 20+ person growth organization spanning paid media, lifecycle/CRM, social, affiliates, and analytics.\n, • Build the team, processes, and systems required to support the company’s next stage of growth.\n, • Partner closely with senior leaders across Brand, Product, and Finance on planning, cash flow, unit economics, and company-wide growth priorities.\n, • Maintain the ability to work directly within advertising platforms, lifecycle flows, and analytics when needed while operating primarily as a strategic leader.\n, • Report directly to the President.\n\n \n Qualifications \n\n • Experience owning a significant growth or performance marketing budget, ideally $20M+ annually, within a scaled DTC, consumer, or CPG business.\n, • Demonstrated experience scaling a growth organization through a period of rapid, capital-efficient expansion.\n, • Deep understanding of CAC, LTV, payback periods, contribution margin, creative performance, and channel economics.\n, • Experience building or significantly scaling subscription, lifecycle, CRM, or retention programs in addition to customer acquisition.\n, • Strong track record of diversifying acquisition beyond established paid channels and successfully developing emerging channels.\n, • Experience managing and developing sizable cross-functional growth teams.\n, • Strong analytical capabilities with experience using performance data to make budget allocation and investment decisions.\n, • Experience applying AI, automation, and technology to improve marketing performance and organizational efficiency.\n, • Ability to own a growth P&L and communicate performance, investment decisions, and financial outcomes to executive leadership and Board-level stakeholders.\n, • Background operating at the Senior Manager through Senior Director level with readiness to take end-to-end ownership of a large-scale growth function.\n, • Hands-on operating mentality with the ability to move between executive-level strategy and detailed execution when necessary.\n\n \n Nice to Have \n\n • Experience helping scale a consumer business through a significant revenue inflection point, such as approximately $50M to $200M.\n, • Direct involvement in national retail or mass-market launches.\n, • A history of earning increased scope or promotions within an organization based on measurable business performance.\n

About the Opportunity \n \n We are partnering with an established global organization seeking an experienced Internal Auditor to join its corporate audit team. This position will be responsible for conducting financial and operational audits across multiple business locations, with a strong focus on evaluating internal controls, identifying risk, and improving business processes. \n This is a highly visible opportunity for an audit professional who enjoys working across different areas of an organization and partnering with both finance and operational leadership. \n \n Key Responsibilities \n \n\n • Plan and perform financial and operational audits across multiple locations.\n, • Review business processes, internal controls, and areas of financial and operational risk.\n, • Conduct interviews, walkthroughs, testing, and audit documentation.\n, • Identify control gaps and provide practical recommendations for improvement.\n, • Prepare clear audit findings and communicate recommendations to management.\n, • Review corrective action plans and follow up on audit findings.\n, • Participate in process and systems audits as needed.\n, • Assist with audit planning, risk assessments, and development of audit programs.\n, • Serve as Lead Auditor on select engagements.\n, • Support continuous improvement initiatives within the internal audit function.\n\n \n Required Qualifications \n \n\n • Bilingual Spanish/English required.\n, • 5+ years of audit experience.\n, • Manufacturing audit experience required.\n, • Manufacturing experience may come from internal audit or public accounting/external audit experience supporting manufacturing clients.\n, • Bachelor's degree in Accounting, Finance, Business Administration, or related field.\n, • Strong understanding of internal controls, risk assessment, and audit methodologies.\n, • Strong written and verbal communication skills.\n, • Ability to communicate audit findings clearly and professionally with various levels of management.\n, • Strong analytical and problem-solving skills.\n, • Proficiency with Microsoft Excel and other Microsoft Office applications.\n, • Ability and willingness to travel throughout the Americas as required.\n\n \n Preferred Qualifications \n\n • CIA, CPA, CISA, CFE, or similar professional certification.\n, • Public accounting experience.\n, • Experience working within a global or multi-location organization.\n, • ERP/SAP experience.\n, • Experience utilizing data analytics or AI tools within an audit environment.\n\n \n Ascendo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. \n

Director, FP&A | High-Growth Consumer Finance Platform | NYC \n \n We’re working with a high-growth consumer finance platform that is building technology and financial products designed to make financing simpler and more accessible for consumers and businesses. \n \n The business has 600+ employees and has built a scaled platform across lending, customer acquisition and servicing. As the company continues to grow, they’re looking for a Director of FP&A to take ownership of a broad financial planning, modelling and analytics function. \n \n The Role \n This is a senior FP&A position with significant exposure to executive leadership and the wider finance organisation. \n \n You’ll lead complex financial analysis and modelling, support strategic decision-making and help the business understand performance, profitability and future growth opportunities. \n \n What You’ll Do \n\n • Lead financial modelling, valuation and forecasting across the business\n, • Build and maintain sophisticated DCF and financial models\n, • Analyse business performance, profitability and key financial drivers\n, • Support financing strategy and strategic investment decisions\n, • Partner closely with Accounting, Capital Markets and senior leadership\n, • Develop analytical tools and improve forecasting processes\n, • Build reporting and presentations for executive leadership\n, • Enhance financial reporting and analytics using Excel, Power BI, SQL and other systems\n\n \n What We’re Looking For \n\n • 8–12+ years of experience across FP&A, valuation, investment banking, consulting, Big Four or financial institutions\n, • Strong financial modelling and DCF experience\n, • Experience with valuation / fair value methodologies\n, • Background in consumer finance, lending, fintech, banking or specialty finance\n, • Strong understanding of GAAP and financial statements\n, • Excellent analytical and problem-solving skills\n, • Strong communication skills and confidence working with senior stakeholders\n, • Experience with SQL, Power BI or other BI tools is a plus\n\n \n Package \n\n • $180,000–$230,000 base salary\n, • Stock options\n, • 401(k) with company match\n, • Medical, dental and vision\n, • Generous parental leave\n, • Flexible PTO\n, • Tuition reimbursement\n, • Wellness benefits\n\n \n If you’re a senior FP&A or strategic finance professional with experience across financial modelling, lending or consumer finance, I’d be keen to hear from you.

\n Background: \n Wiss is a regional CPA and advisory firm that's been deeply embedded in the Northern NJ community for over 50 years. We serve small to mid-market clients across Tax, Assurance, Advisory, and Wealth Management with a focus on relationships, not transactions. \n \n Wiss is actively seeking a client-centric Tax Partner who demonstrates extensive experience within the construction industry. The ideal candidate will possess a deep understanding of technical tax while providing exceptional client service. \n \n With all the disruption in the public accounting market, at Wiss, we are independent by choice. While much of the profession is consolidating or taking outside capital from Private Equity, we’re building a different model — one focused on long-term careers, strong culture, and better client service. We are also investing heavily in AI and modern finance tools, not to replace our people, but to remove lower-value work and give our professionals more room to advise, think, and grow. \n \n Core Responsibilities: \n\n • Act as a trusted advisor to family-owned businesses, delivering sophisticated tax planning, compliance, and advisory services tailored to the unique needs of construction and engineering clients.\n, • Lead client engagements with a hands-on approach, ensuring technical excellence and proactive communication.\n, • Oversee complex corporate and partnership tax compliance, including preparation and review of S & C Corps and partnership returns, allocations, basis calculations, and multi-tiered entity structures.\n, • Develop and implement tax strategies that support clients' long-term business goals, including succession planning, entity structuring, and transaction support.\n, • Collaborate with fellow partners and firm leadership to shape strategic direction, drive growth, and enhance service offerings.\n, • Mentor and develop high-performing tax professionals, fostering a culture of technical rigor, accountability, and client-first thinking.\n, • Stay abreast of evolving tax legislation and industry trends, translating insights into actionable guidance for clients and the firm.\n, • Identify business development opportunities and attend industry-specific networking events to facilitate a growing prospect pipeline and strengthening the Wiss brand.\n\n \n Qualifications: \n\n • CPA required; MST preferred\n, • Minimum of 10 years of progressive tax experience, with significant exposure to construction and engineering clients\n, • Deep technical expertise in partnership taxation, real estate transactions, and developing tax planning strategies\n, • Extensive experience reviewing complex corporate and partnership returns\n, • Prior experience leading, motivating and developing a team of Tax professionals\n, • Demonstrate polished written and presentation skills with the ability to build trust and credibility with clients\n\n \n Compensation: Target Salary - Commensurate with the level of experience + discretionary bonus and comprehensive benefits including 401K. \n \n "Wiss is committed to fostering a welcoming community. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work. \n \n Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin. \n \n To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.

Henderson Harbor Group is a premier executive search and consulting firm with deep experience in finance, accounting, tax and technology. The search division recruits highly skilled professionals for Contract and Permanent positions. We service our clients primarily in the NYC Metro area, as well as nationally through our AAFA and NPA networks. \n \n Our client, a global media giant, is seeking a highly skilled International Tax Manager with expertise in US International Tax to join their team. The ideal candidate will have proven experience in international tax, with a strong understanding of tax laws and regulations. This role will involve managing international tax compliance, planning, and reporting, ensuring adherence to US tax laws while optimizing the company's global tax position. \n \n Compensation: $150,000+ +Bonus \n \n Workplace Policy: Hybrid, 3 days onsite, New York City location \n \n Responsibilities: \n \n\n • Oversee the preparation and review of US international tax returns, including Forms 5471, 8858, 8865, and related disclosures. Ensure timely and accurate filing in compliance with all applicable regulations.\n, • Assist in the development and implementation of international tax planning strategies to minimize tax liabilities and optimize global tax positions.\n, • Assist in US and international tax audits and inquiries, preparing necessary documentation and responses.\n, • Support transfer pricing documentation, ensuring compliance with US and international transfer pricing regulations.\n, • Stay current on complex international tax research and changes in tax laws and regulations.\n, • Work collaboratively with internal departments and provide guidance and leadership to tax teams.\n, • Identify and implement process improvements to enhance efficiency and accuracy in international tax compliance and reporting.\n\n \n Requirements: \n \n\n • Bachelor’s degree in Accounting, Finance or related field required\n, • CPA or advanced degree preferred\n, • 5+ years of relevant experience in US and international tax, preferably in a public accounting firm or a multinational corporation\n, • Big 4 experience preferred\n, • Strong knowledge of US international tax laws and regulations, including ASC 740, transactional work, and transfer pricing\n, • Experienced with One Source Software\n, • Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams and external advisors, as well as develop and lead teams\n

Tax Manager \n Opportunity: \n OnePoint BFG is recruiting a Tax Manager for a growing tax department to provide high-touch tax planning, manage an offshore team for tax prep and filing, compliance, and advisory services to our high-net-worth clients and families. This role emphasizes client engagement and strategic guidance. \n \n Responsibilities: \n\n • Deliver exceptional tax planning, tax prep management, compliance, and advisory services for our high-net-worth clients.\n, • Manage and review work done by offshore tax team and file a variety of tax returns, including Forms 1040, 1041, 1065, and 1120-S, ensuring accuracy and timely submission.\n, • Lead client meetings to discuss tax-related inquiries and provide strategic recommendations.\n, • Collaborate with internal teams and advisors to ensure comprehensive federal and state tax compliance.\n, • Analyze tax returns to identify planning opportunities, efficiencies, and potential risks.\n, • Conduct research on complex tax issues and document clear responses to client and Advisor questions.\n, • Mentor and train junior tax staff as the department grows.\n, • Manage and execute special projects as assigned.\n\n \n Qualifications: \n\n • Minimum of 8 years of experience as a Tax Manager or Senior Tax Manager in a public accounting firm or RIA.\n, • Experience managing offshore tax team preferred.\n, • Active CPA certification is required.\n, • Bachelor's degree in accounting, finance, economics, or a related field.\n, • Comprehensive knowledge of tax issues affecting individuals, as well as S-corps, trusts, partnerships.\n, • Detail-oriented with excellent time management skills.\n, • Experience with Holistiplan is preferred.\n, • Proficiency in MS Office applications.\n\n \n Right to Revise: \n This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. \n The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Henderson Harbor Tax was established in 2009 as a specialized tax placement division of Henderson Harbor Group. Over the past 15 years, HHTax has successfully leveraged our vast network of tax professionals and our targeted industry knowledge to successfully advise careers and place professionals at every level from Tax Associates to Chief Tax Officers, and Tax Partners, in both private industry and public accounting. We service our clients primarily in the New York Metro area, as well as nationally through our AAFA network (45 financial staffing affiliates throughout the U.S. and Canada). \n \n A highly respected private holding company and family office is seeking a Tax Manager to join its long-standing tax team in Midtown Manhattan. The organization has significant and diversified holdings across manufacturing, mining, metal production, and defense-related businesses. \n \n This is an excellent opportunity for a seasoned tax professional to join a stable, sophisticated organization with a long-term opportunity for growth and increased responsibility. \n \n The Tax Manager will work closely with the Tax Director and VP of Tax and will play an important role in overseeing the organization’s tax function. Strong opportunity for the successful candidate to grow with the team and assume increasing responsibility over time. \n \n Responsibilities \n\n • Oversee the organization’s federal, state, and international tax compliance process, which is primarily outsourced to a national firm.\n, • Serve as a key point of contact with external tax advisors, reviewing tax filings and ensuring accuracy, timeliness, and compliance with all applicable requirements.\n, • Support tax planning initiatives across a diverse portfolio of domestic and international businesses and investments.\n, • Prepare and review tax forecasts, projections, and financial models to support business and investment decisions.\n, • Research and analyze complex federal, state, and international tax matters and communicate findings and recommendations to senior management.\n, • Assist with tax planning related to corporations, partnerships, investments, and other business structures.\n, • Work closely with the Tax Director and VP of Tax on tax strategy, planning, compliance, and special projects.\n, • Monitor changes in tax legislation and regulations and evaluate their potential impact on the organization.\n, • Coordinate with accounting, legal, investment, and business personnel on tax-related matters.\n, • Assist with IRS and state tax inquiries, audits, and other tax matters as needed.\n, • Prepare clear, well-organized written analyses and memoranda for senior leadership.\n\n \n Qualifications \n\n • Bachelor’s degree in Accounting, Finance, or a related field; CPA or advanced tax degree preferred.\n, • Minimum of 8 years of progressive tax experience.\n, • Strong experience with S-Corporations and C-Corporations, including both domestic and international tax matters.\n, • Experience in a private company, family office, closely held business, investment organization, or public accounting environment is highly desirable.\n, • Strong technical tax knowledge with the ability to research and analyze complex issues independently.\n, • Experience with tax forecasting, modeling, and planning.\n, • Excellent written and verbal communication skills. Strong reading comprehension and the ability to clearly articulate complex tax matters are particularly important. Candidates will be asked to provide a writing sample as part of the interview process.\n, • Highly organized, detail-oriented, and able to manage multiple priorities.\n, • Proactive, resourceful, and comfortable taking ownership of projects rather than simply executing assigned tasks.\n, • Knowledge of trusts, estates, and high-net-worth individual taxation is a plus.\n\n \n Work Environment & Benefits \n\n • 5 days per week in the Midtown Manhattan office (Summer Fridays from May to August)\n, • Standard business hours, generally 9:00 AM–5:00 PM\n, • No regular weekend work\n, • Individual private office for employees\n, • Fully paid health insurance\n, • Complimentary lunch\n, • 401(k) employer match\n, • Stable, long-term environment with significant opportunity for increased responsibility and career progression\n

Jefferies Wealth Fixed Income Execution Desk \n Middle Office/Trading Assistant/Business Analyst \n \n Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses, and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. \n \n Jefferies Fixed Income Execution Desk facilitates client orders on a riskless basis functioning across all fixed income products, seeking best execution to fill client orders. The desk is responsible for the full life cycle of transactions from trade to settlement. \n \n Job Description: Candidate will focus on fixed income operational functions, learning all aspects and roles on the Fixed Income Execution Desk. Candidate will be responsible for complete trade life cycle from booking to settlement including regulatory requirements such as TRACE/MSRB reporting, best execution, and prevailing market price. The role includes assisting the team with communicating market color/context and opportunities. \n \n Primary areas of Responsibilities: \n\n • Support Financial Advisor teams from pre to post transaction\n, • Confirming and matching all fixed income transactions versus street counterparties\n, • Regulatory checks at start and end of each trading day\n, • Monitory of TRACE and MSRB web sights\n, • Business analysis\n, • Facilitating client fixed income orders\n\n Qualifications: \n\n • Bachelor’s degree in business administration, Finance, Economics, or related field preferred\n, • Advanced skills in Microsoft Excel, Word, and PowerPoint\n, • Strong quantitative, analytical, and critical thinking skills\n, • Excellent time management and the ability to prioritize workflow\n, • 2-4 years of related in financial services experience\n, • Effective communication skills\n, • Experience with Pershing Netx360, Bloomberg\n, • Series 7, 63 and 66\n, • Spanish and or Portuguese helpful\n\n \n About Us \n Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

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

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

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

Position: Senior Business AnalystLocation: Hanover, NJ.Work model: 3 days/week onsite.DescriptionWe are looking for an experienced Business Analyst with strong Finance and Accounting domain expertise to drive finance transformation initiatives, ledger migrations, and strategic change programs. The ideal candidate will possess a blend of accounting knowledge, business analysis skills, and large-scale transformation delivery experience.Key ResponsibilitiesFinance Accounting Domain ExpertiseStrong understanding of Accounting and Finance processes.Experience in Product Control and Financial Control functions.Knowledge of General Ledger (GL), Sub-ledgers, and accounting lifecycle processes.Hands-on experience with reconciliations and financial reporting.Understanding of accounting controls, governance, and regulatory requirements.Ability to translate finance requirements into business and technology solutions.Business Analysis CapabilitiesLead requirements gathering and stakeholder workshops.Prepare Business Requirement Documents (BRD), Functional Requirement Documents (FRD), and Functional Specifications.Conduct current-state and future-state process analysis.Develop process maps, workflows, and business process documentation.Create and manage user stories, acceptance criteria, and requirements traceability.Act as the bridge between Finance, Operations, and Technology teams.Transformation DeliverySupport Finance Transformation initiatives and strategic change programs.Experience in system implementation, ledger migration, and process transformation projects.Plan and coordinate SIT, UAT, defect management, and go-live activities.Support cutover planning, deployment, and post-implementation stabilization.Work within Agile, Waterfall, or hybrid delivery methodologies.Stakeholder Management LeadershipCollaborate with senior Finance, Technology, Operations, and Risk stakeholders.Drive cross-functional discussions and manage competing priorities.Present project updates and recommendations to executive leadership.Influence decision-making through strong analytical and communication skills.Lead workshops, steering committee discussions, and stakeholder engagements.Required QualificationsBachelors or Masters degree in Finance, Accounting, Business, or related field8+ years of experience as a Business Analyst within Finance Transformation, Accounting, or Financial ServicesStrong understanding of:Accounting Finance processesFinancial ReportingGeneral Ledger/Sub-Ledger operationsReconciliationsAccounting ControlsProven experience with:BRD/FRD creationRequirements elicitationProcess mappingUser stories traceabilityUAT/SIT managementFinance transformation programsThe base compensation range for this role in the posted location is: $105,000 - $115,000Capgemini provides compensation range information in accordance with applicable national, state, provincial, and local pay transparency laws. The base compensation range listed for this position reflects the minimum and maximum target compensation Capgemini, in good faith, believes it may pay for the role at the time of this posting. This range may be subject to change as permitted by law.The actual compensation offered to any candidate may fall outside of the posted range and will be determined based on multiple factors legally permitted in the applicable jurisdiction.These may include, but are not limited to: Geographic location, Education and qualifications, Certifications and licenses, Relevant experience and skills, Seniority and performance, Market and business consideration, Internal pay equity.It is not typical for candidates to be hired at or near the top of the posted compensation range.In addition to base salary, this role may be eligible for additional compensation such as variable incentives, bonuses, or commissions, depending on the position and applicable laws.Capgemini offers a comprehensive, non-negotiable benefits package to all regular, full-time employees. In the U.S. and Canada, available benefits are determined by local policy and eligibility and may include: Paid time off based on employee grade (A-F), defined by policy: Vacation: 12-25 days, depending on grade, Company paid holidays, Personal Days, Sick LeaveMedical, dental, and vision coverage (or provincial healthcare coordination in Canada)Retirement savings plans (e.g., 401(k) in the U.S., RRSP in Canada)Life and disability insuranceEmployee assistance programsOther benefits as provided by local policy and eligibilityImportant Notice: Compensation (including bonuses, commissions, or other forms of incentive pay) is not considered earned, vested, or payable until it becomes due under the terms of applicable plans or agreements and is subject to Capgemini’s discretion, consistent with applicable laws. The Company reserves the right to amend or withdraw compensation programs at any time, within the limits of applicable legislation.DisclaimersCapgemini is an Equal Opportunity Employer encouraging inclusion in the workplace. Capgemini also participates in the Partnership Accreditation in Indigenous Relations (PAIR) program which supports meaningful engagement with Indigenous communities across Canada by promoting fairness, accessibility, inclusion and respect. We value the rich cultural heritage and contributions of Indigenous Peoples and actively work to create a welcoming and respectful environment. All qualified applicants will receive consideration for employment without regard to race, national origin, gender identity/expression, age, religion, disability, sexual orientation, genetics, veteran status, marital status or any other characteristic protected by law.This is a general description of the Duties, Responsibilities and Qualifications required for this position. Physical, mental, sensory or environmental demands may be referenced in an attempt to communicate the manner in which this position traditionally is performed. Whenever necessary to provide individuals with disabilities an equal employment opportunity, Capgemini will consider reasonable accommodations that might involve varying job requirements and/or changing the way this job is performed, provided that such accommodation does not pose an undue hardship. Capgemini is committed to providing reasonable accommodation during our recruitment process. If you need assistance or accommodation, please reach out to your recruiting contact.Please be aware that Capgemini may capture your image (video or screenshot) during the interview process and that image may be used for verification, including during the hiring and onboarding process.Click the following link for more information on your rights as an Applicant in the United States. http://www.capgemini.com/resources/equal-employment-opportunity-is-the-lawCapgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.

The Opportunity \n A growing insurance firm is hiring a Sr. Analyst, Finance Operations & Analytics to serve as a hands-on analytical partner across its Finance function. This is an individual contributor role for someone who wants to go beyond completing the task in front of them, someone who validates the data, understands the process behind it, and leaves every workpaper and analysis better than they found it. You'll work across policy billing, cash application, accounts receivable, collections, and claims-payment workflows, with real visibility into how Finance decisions get made. \n \n What You'll Be Doing \n\n • Analyzing end-to-end Finance activity (billing, refunds, cash application, AR, collections, claims payments), monitoring volumes, aging, turnaround times, and exception rates to catch issues early\n, • Reconciling operational reports and source-system data to the general ledger, investigating discrepancies, and supporting month-end and quarter-end close with accurate schedules and variance explanations\n, • Building and improving KPIs, dashboards, and recurring reporting packages that increase visibility and speed up decision-making\n, • Partnering with Financial Reporting, Treasury, Internal Controls, IT, and business teams to resolve data and process gaps, and supporting Finance system implementations through requirements gathering, testing, and reconciliation\n\n \n Who You Are \n\n • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.\n, • At least 5 years of progressive experience in finance operations, accounting, FP&A, or finance analytics (ideally with exposure to insurance, regulated financial services, or high-volume transaction environments.)\n, • Advanced in Excel, comfortable in PowerPoint, and you understand financial statements, GL data, close processes, and internal controls at a level that lets you spot what's wrong, not just what's asked.\n, • Experience with Power BI, SQL, or ERP systems is a plus, as is a CPA, MBA, or Lean Six Sigma background.\n, • You work independently, communicate clearly, and you close the loop on things instead of letting them drift.\n\n \n Hoxton Circle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. \n

Job Title: Equity derivatives Operations Analyst \n Job Location: New York, New York ( Hybrid- 3 days onsite) \n Job Type: Contract W-2 \n \n A global bank is seeking a Equity derivatives Operations Analyst to join their New York team. \n\n • Perform end-to-end trade validation and control for equity derivatives and structured equity payoff products, ensuring accuracy and completeness of bookings in internal systems.\n, • Verify trade economics against term sheets, confirmations, trader recaps, and booking models.\n, • Review and validate complex product attributes including payoffs, barriers, autocalls, digitals, knock-in/knock-out features, coupons, and underlying baskets/indices.\n, • Investigate and resolve trade capture issues, discrepancies, and exceptions in a timely manner with Front Office, Sales, Structuring, Operations, Risk, and IT teams.\n, • Monitor trade lifecycle events including amendments, cancellations, novations, resets, corporate actions, fixing events, and maturities.\n, • Perform daily controls and reconciliations to identify missing, unmatched, or incorrectly booked trades.\n\n \n Skills \n \n\n • Strong mandatory experience in equity derivatives and structured equity payoff products within a trade validation or middle office environment.\n, • Solid understanding of listed and OTC equity derivatives, including options, swaps, variance products, autocallables, structured notes, and other bespoke equity-linked products.\n, • Strong knowledge of trade lifecycle management and operational processes across front-to-back functions.\n, • Ability to interpret term sheets, pricing models, confirmations, and legal/transaction documentation.\n, • Strong analytical and problem-solving skills with high attention to detail.\n, • Experience in investigating booking discrepancies and independently driving issues to resolution.\n, • Good understanding of product economics, risk sensitivities, and the impact of trade capture quality on valuation and downstream processes.\n, • Strong stakeholder management and communication skills with the ability to interact confidently with Trading, Structuring, Risk, Operations, Finance, and Technology teams.\n, • Ability to work in a fast-paced, high-pressure environment while managing multiple priorities and deadlines.\n\n \n Education \n Degree in Business Management, Business Administration, or other related discipline

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

As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specialized in Banking, Finance, and Financial Services. Through our core human values – proximity, teamwork, diversity, excellence – our 1000 expert consultants, hailing from 35 different nationalities, collaborate across 13 international offices: Paris, Lyon, New York, Montreal, London, Brussels, Luxembourg, Geneva, Lisbon, Porto, Casablanca, Madrid and Singapore. \n \n Quanteam North America is looking for an experienced IT Business Analyst to join a Compliance transformation project at a leading global Corporate & Investment Bank in New York. \n You will be the bridge between Compliance stakeholders, technology teams across the Americas and Head Office in Paris, and an external vendor. The goal of the project is to select, approve, implement, and test a RegTech SaaS solution for managing Laws, Rules and Regulations (LRR), regulatory inventory workflows, and compliance risk management processes. \n \n What you will do \n Tool implementation \n\n • Run the gap analysis between vendor standard features and business needs, and track vendor deliverables\n, • Coordinate configuration, integration, testing, deployment, and post-go-live activities\n, • Define and validate user roles, access requirements, workflow steps, and approval paths\n, • Support data connectivity between internal repositories and the vendor platform, covering data mapping, integration planning, and validation\n, • Plan and run UAT: test cases, acceptance criteria, defect tracking, and retesting\n, • Support change management through user guides, training sessions, and post-go-live support for Compliance users\n\n Process and governance \n\n • Map As-Is and To-Be processes and identify optimization opportunities\n, • Prepare documentation for internal IT governance reviews, including architecture, security, and AI committees\n, • Coordinate questionnaires, presentations, and diagrams across local IT, Head Office IT, Compliance, and the vendor\n\n Stakeholder management \n\n • Work alongside the Project Manager to keep business and technology aligned on timelines and deliverables\n, • Track dependencies, approvals, and follow-up actions\n, • Maintain documentation of requirements, decisions, assumptions, and open items throughout the project\n\n \n What you bring \n\n • 5+ years as an IT Business Analyst, Systems Analyst, or in a similar role\n, • Hands-on experience with SaaS implementation projects, including requirements gathering, UAT, and coordination between Compliance and IT\n, • Strong documentation skills covering business processes and functional and technical requirements\n, • Good understanding of integration concepts, user access and role design, and the SDLC\n, • Working knowledge of AI terminology and processes\n, • Experience in a regulated environment with formal governance and approval processes\n, • Excellent written and verbal communication, with the ability to explain technical concepts to non-technical audiences\n, • Bachelor's degree in Computer Science, IT, Business Administration, or a related field, or equivalent experience\n\n \n Nice to have \n\n • Familiarity with regulatory inventory, obligation management, GRC, and compliance risk management\n, • Experience implementing RegTech tools such as Archer\n, • Experience writing API specifications or supporting integration projects\n, • Knowledge of third-party risk management and IT due diligence\n, • Fluency in French\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

Collaborate with other attorneys in the firm to provide comprehensive legal services to clients.

Job Details Job Details: We are looking for a dynamic, highly skilled Permanent Real Estate Finance Attorney to join our team. A minimum of 2 years of experience as a Real Estate Finance Attorney. Demonstrated experience in structuring, negotiating, and documenting complex real estate finance transa

Commercial Real Estate Finance Attorney | Manhattan NY This Jobot Job is hosted by: Trey Mattson Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Why join us? This company offers a compelling opportunity for attorneys seeking to deepen their commercial r

The position is open to candidates in New York, New Jersey, and Connecticut Key Responsibilities Draft, review, and negotiate commercial real estate loan documents Assist with acquisition, bridge, construction, permanent, mezzanine, and other real estate financing transactions Conduct and manage leg

Job Details Director, IT Finance Position Overview A large, diversified organization is seeking a Director of IT Finance to lead enterprise technology asset governance, financial management, software licensing, and data-quality initiatives. The ideal candidate has built a career in IT financial mana

Salary: $140,000 - $170,000 per year A bit about us: A leading technology-enabled private capital services organization is seeking a Senior Data Engineer to expand its enterprise data capabilities and deliver high-impact initiatives initially aligned with the Finance function. Why join us? Competiti

Salary: $110,000 - $180,000 per year A bit about us: A leading private capital services organization is seeking an experienced FP&A Manager to join its finance leadership team.

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This role is for an Accounting & Finance recruiter. Sounds like you, but you’re not an Accounting & Finance recruiter? Still, let’s chat! We support 12 specialties including Legal, Construction, Tech, and more. So, give it your all, then unwind! Remote-first, work from anywhere in the U.

Why join us? Competitive compensation Generous health benefits Join a high-growth technology/SaaS environment Supportive & Collaborative Team Company values transparency Hard work is recognized Job Details We are looking for a Senior Accountant to join our growing Finance & Accounting team.

Salary: $95,000 - $110,000 per year A bit about us: Are you a senior accountant with a passion for numbers and a knack for financial analysis? We are seeking a dynamic and dedicated Senior Accountant to join our high-performing Finance team. As a Senior Accountant, you will play a crucial role in ma

Job Details Job Details: We are seeking a highly skilled and experienced Permanent Associate Attorney specializing in Lending Finance to join our dynamic legal team. A minimum of 5 years of experience as an attorney specializing in lending finance.

What We're Looking For 8+ years of progressive FP&A, corporate finance, or strategic finance experience, ideally within high-growth CPG, consumer, ecommerce, or subscription businesses. Highly analytical, but equally strong at communicating financial insights to non-finance stakeholders. Bachelor's

They are seeking a Product Manager with a strong foundation in accounting, finance, and ERP systems to help shape the future of their platform.

JOB SUMMARY \n We are seeking a Transaction Advisory Services Manager (TAS) to lead financial due diligence (FDD) and M&A advisory engagements. This role is ideal for experienced professionals who thrive in fast-paced deal environments and are skilled in analyzing financial statements, assessing transaction risks, and advising clients through mergers, acquisitions, and divestitures. You will play a key role in driving successful transactions for private equity firms, corporate clients, and investment banks. \n \n JOB DESCRIPTION \n\n • Manage buy-side and sell-side financial due diligence engagements for M&A transactions\n, • Assess quality of earnings (QoE), working capital adjustments, and cash flow trends to evaluate deal risks\n, • Analyze financial statements, revenue models, and business operations to identify potential red flags\n, • Lead the preparation of financial reports, executive summaries, and key transaction insights\n, • Develop and review financial models, valuation assessments, and sensitivity analyses\n, • Serve as the primary client contact, ensuring exceptional communication and advisory support\n, • Collaborate with investment bankers, private equity firms, and corporate executives to structure deals\n, • Train, mentor, and supervise junior professionals, fostering a strong transaction advisory team\n, • Support post-transaction integration by analyzing financial structures and deal synergies\n\n \n Supervisory responsibilities \n\n • Daily supervision of fellow TAS staff members\n, • Will participate in performance review process\n\n \n Work environment \n\n • Work is conducted in a professional office environment with minimal distractions\n\n \n Physical demands \n\n • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time\n, • Must be able to lift up to 15 pounds at a time\n\n \n Travel required \n\n • Travel may be frequent and unpredictable, depending on client’s needs\n\n \n Required education and experience \n\n • Bachelor’s degree in Accounting and/or Finance with strong academic performance\n, • 4 – 6+ years of audit / corporate finance / transaction advisory service experience\n\n \n Preferred education and experience \n\n • Certified Public Accountant (“CPA”) designation\n\n \n Other duties \n Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. \n \n For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $130,000 to $180,000. \n \n WHO WE ARE \n UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. \n \n WHAT WE OFFER \n POSITIVE WORK ENVIRONMENT \n Enjoy a collaborative and supportive work environment where teamwork is valued. \n \n ATTRACTIVE COMPENSATION PACKAGES \n Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. \n \n COMPREHENSIVE BENEFIT PACKAGE \n Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.