Finance degree jobs in Port Chester, New York - Page 3Create job alerts

Job DescriptionManager – Accounting AdvisoryManagers at CFGI work closely with senior management of Fortune 500, mid-cap, and start-up companies. CFGI Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing client relationships, and business development. Take ownership of your career at CFGI: · Gain exposure to a wide range of industries and/or projects.· Make a true business impact with your clients.· Own projects from start to finish.· Experience client interaction and thrive in a client-facing role.· Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. · Enjoy the flexibility of office/remote/client site work locations (engagement specific).· Create your own path.· Enjoy what you do! What you might expect:· Integration with client’s senior management to solve complex accounting issues and for preparation of proposed resolutions. · Review of work prepared by consultants on operational due diligence for complex transactions (i.e. – acquisitions and divestitures, stock offerings, debt raises, IPO’s).· Review of consultants’ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination). · Research and documentation projects related to new ASC accounting standards.· Process improvement projects and implementation of changes.· Lead and mentor consultants, acting as a role model, and providing creative solutions that enhance the consultant’s overall experience.· Participate in the firm’s recruiting efforts, client relationship building, and business development efforts. Who you are:· An undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.· Five to seven years of experience in public accounting and/or industry accounting/finance.· Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.· Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.· Proactive in identifying client needs and effective in building a strong relationship with clients. · Highly organized and focused and demonstrates ability to set overall engagement expectations and direction. · Effective analytical and critical thinking abilities.· Entrepreneurial nature, self-motivated, ethical, and dependable.· High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts. CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $110,000 - $150,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual’s level and overall work performance. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Overview CTG is seeking to fill a Project Manager Associate Director opening for our client in Rye Brook, NY. Location: Rye Brook, NY Duration: 12 months Duties: • Lead the Payroll vendor transition project aligned with HR strategic priorities., • Manage project deliverables, report on status, critical milestones, dependencies, and risks., • Ensure alignment with PMO governance processes, leveraging PMO tools and templates., • Coordinate resources and manage implementation activities to meet project timelines and budget., • Prepare regular updates and reports for senior management., • Conduct ongoing risk assessments and recommend mitigation strategies., • Serve as a liaison between HR CoEs, payroll vendors, and other HR areas throughout the project lifecycle., • Strong project management acumen and familiarity with program management methodologies., • Excellent analytical, organizational, and problem-solving skills., • Proficiency in Microsoft Office and project management tools; understanding of databases is essential., • Ability to communicate effectively and influence stakeholders at all levels., • At least three years of relevant project management experience, particularly in Human Capital Management or Advisory Services., • Proven experience leading cross-functional, global projects., • Bachelor’s degree in Business Administration, Finance, Engineering, Technology, or a related field. CTG does not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services for this role. To Apply: To be considered, please apply directly to this requisition using the link provided. Kindly forward this to any other interested parties. Thank you!

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (3 days in the office/2 days remote). About Your Team: We seek a driving, strategic, analytical and problem-solving Social Media Specialist to grow and manage our brand presence across different social media platforms. This role is ideal for someone who is passionate about financial education, understands social media sentiments and best practices, and understands the creative and compliance nuances of social media in the financial sector. You will be responsible for planning, creating, scheduling, and analyzing content that engages target audiences and builds trust in our brand. What will be your responsibilities within IBKR: • Develop and execute the firm's social media strategy across Twitter/X, Facebook, Instagram, YouTube, LinkedIn, and emerging platforms., • Create and schedule compelling, compliant content aligned with marketing campaigns, product launches, and thought leadership initiatives., • Monitor engagement metrics, track performance, analyze social listening and benchmarking, and provide actionable recommendations. Create monthly reports with insights and optimization recommendations., • Work closely with internal stakeholders (e.g., Communication, Education, and PR) to amplify firm-wide initiatives., • Stay current on social media trends, platform updates, and best practices, especially as they relate to the financial industry., • Manage paid social campaigns and boost organic posts when appropriate to increase reach and engagement., • Collaborate with compliance/legal teams to ensure all content meets FINRA, SEC, and company standards., • Bachelor's degree in marketing, communications, finance, or a related field, • 3+ years of experience managing social media accounts, preferably in a financial services or regulated industry, • Strong understanding of investing, financial markets and able to communicate Interactive Brokers' products and services in an easy-to-digest way on social media platforms, • Ability to work independently and take full ownership of the social media function while coordinating effectively with cross-functional teams., • Good knowledge of FINRA/SEC social media compliance rules (or a demonstrated ability to learn quickly), • Proficiency with social media management tools like Meltwater, Sprinklr, or similar platforms, • Excellent written and verbal communication skills with high attention to detail, • Ability to interpret analytics and make data-driven content decisions, • Creative thinker with a passion for finance, investing, and digital engagement, • Collaborative and used to a fast-paced environment, • Experience with graphic design tools (e.g., Adobe Suite), • Self-motivated and able to handle tasks with minimal supervision., • Superb analytical and problem-solving skills., • Excellent collaboration and communication (Verbal and written) skills., • Outstanding organizational and time management skills. Company Benefits & Perks • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Paid time off and a generous parental leave policy, • Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks, • Corporate events, including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities, • Modern offices with multi-monitor setups

Job Description Summary The Head of Sales and Marketing is responsible for driving sales growth, maximizing profitability, and enhancing brand awareness through strategic sales and marketing initiatives. This role requires a strong leader to manage and motivate inside and outside sales teams, oversee national accounts, and strengthen Paraco’s presence in the residential and commercial propane markets. Additionally, this leader will determine the resources needed to manage overall sales, marketing, and budget. The ideal candidate will be a data-driven, results-oriented professional who can align sales efforts with innovative marketing strategies to accelerate customer acquisition, retention, and overall business growth. Key Responsibilities Sales Leadership & Business Development • Lead and manage a diverse sales team across entire Paraco Territory, • Develop strategic partnerships (network partners) to cultivate and generate new sales opportunities, • Modify or change sales compensation plans and sales contracts as needed, • Develop and execute a comprehensive sales strategy by geographic markets and market segments to drive propane sales, ensuring maximum gross profit margins and sales volume., • Oversee national accounts, fostering strong relationships and negotiating large-scale propane supply agreements., • Collaborate closely with the M&A team to integrate acquisitions into the sales process, maximizing growth opportunities., • Partner with the Finance team to develop competitive pricing strategies and bid/proposal agreements aligned with market demands and company goals., • Provide training, mentorship, and professional development to sales representatives, ensuring they are equipped to handle objections and close sales effectively., • Develop and implement a multi-channel marketing strategy that strengthens Paraco’s brand, increases awareness, and converts leads into customers., • Oversee digital marketing, content creation, email campaigns, social media, SEO, and paid advertising efforts., • Align marketing initiatives with sales objectives to ensure a cohesive go-to-market strategy that enhances customer acquisition and retention., • Leverage market research, competitive analysis, and customer insights to refine messaging, optimize campaigns, and enhance Paraco’s industry positioning., • Plan and oversee marketing campaigns, promotional events, and sponsorship opportunities to elevate Paraco’s brand presence., • Work cross-functionally with Operations and Customer Service teams to enhance the overall customer experience., • Leverage CRM tools and personalized marketing strategies to improve customer engagement, retention, and loyalty., • Act as a key member of the Executive Leadership Team, contributing to long-term strategic planning and company growth initiatives., • Stay ahead of industry trends, emerging technologies, and best practices to ensure Paraco remains competitive in the energy market. Sales & Marketing Leadership • 10+ years of experience in sales and marketing leadership, • Demonstrated success in managing high-performance sales teams and executing effective marketing campaigns., • Experience in handling large sales, proposals, and complex transactions in the energy sector., • Proficiency in sales analytics, forecasting, and CRM systems (Salesforce preferred)., • Strong financial acumen with experience in pricing strategy, revenue optimization, and gross margin analysis., • Proven track record of hiring, training, and motivating sales and marketing teams., • Excellent communication skills with the ability to present, negotiate, and influence stakeholders at all levels., • Understanding of the propane industry, regulatory landscape, and competitive environment., • Must be willing to travel (up to 75%) across Paraco’s geographic footprint., • Bachelor’s degree in Business Administration, Marketing, Sales, or a related field M-F

Job Description Administrative Associate – Financial Services Location: White Plains, NY (Onsite, Full-Time) Overview: A growing investment management firm in White Plains is seeking an Administrative Associate to provide direct support to the Tax and Finance teams. This role is ideal for someone with 2–6 years of administrative experience who thrives in a professional, fast-paced environment and enjoys detail-oriented, process-driven work. Prior exposure to tax filings, accounting, or financial services operations is highly preferred. Key Responsibilities: • Coordinate documentation, filings, and correspondence for federal and state tax and compliance matters., • Maintain organized records for tax notices, entity registrations, and internal reporting logs., • Track and manage filing calendars, ensuring deadlines are met across multiple entities., • Liaise with service providers, auditors, and external partners to gather and distribute information as needed., • Review and route invoices and payment requests related to tax filings and compliance services., • Assist with investor data updates, information requests, and general team correspondence., • Support ad hoc projects including database maintenance, reporting, and light research tasks., • Provide general administrative assistance such as scheduling, documentation prep, and department coordination. Qualifications: • Bachelor’s degree preferred., • 2–6 years of administrative experience, ideally within financial services, investment management, or a tax/accounting-focused team., • Strong organizational skills and attention to detail with an ability to manage multiple priorities., • Proficient in Excel and comfortable learning new systems and internal tools., • Professional communication skills, both written and verbal.Company DescriptionNorthbound Executive Search offers a genuine, hands-on approach to recruiting. We provide both Permanent and Temporary/Consulting recruitment services to companies looking to hire high performing professionals in the NYC metro region. We have been consistently recognized as the premier recruitment firm servicing a variety of industries including Private Equity, Hedge Fund, Asset Management, Investment Banking, Trading, Brokerage, Real Estate, Law Firms, Technology, Media, Entertainment, Insurance and more. Our proven approach, developed over many years of best-in-class recruiting continues to deliver exceptional results for a select group of clients and candidates we serve. From staff level to C-Suite, we partner with our clients across a variety of functional areas including: • Accounting & Finance – Fund Accounting, Corporate Accounting, Reporting, Taxation, Financial Planning & Analysis, • Financial Operations - Trade Support, Risk, Quant, Valuation, Business Analysis, Investor Relations, Client Services, Treasury, • Legal & Compliance – In-House Counsel and Compliance as well as Associates and Partners at Law Firms including Corporate, IP, Real Estate and Litigation, • Office Support – Executive Assistants, Administrative, Reception, Office Management, • Human Resources – HR Generalists, Benefits Administration, Talent Acquisition, H.R.I.S. ...and moreNorthbound Executive Search offers a genuine, hands-on approach to recruiting. We provide both Permanent and Temporary/Consulting recruitment services to companies looking to hire high performing professionals in the NYC metro region. We have been consistently recognized as the premier recruitment firm servicing a variety of industries including Private Equity, Hedge Fund, Asset Management, Investment Banking, Trading, Brokerage, Real Estate, Law Firms, Technology, Media, Entertainment, Insurance and more. Our proven approach, developed over many years of best-in-class recruiting continues to deliver exceptional results for a select group of clients and candidates we serve. \r\n \r\nFrom staff level to C-Suite, we partner with our clients across a variety of functional areas including:\r\n\r\n• Accounting & Finance – Fund Accounting, Corporate Accounting, Reporting, Taxation, Financial Planning & Analysis\r\n\r\n• Financial Operations - Trade Support, Risk, Quant, Valuation, Business Analysis, Investor Relations, Client Services, Treasury\r\n\r\n• Legal & Compliance – In-House Counsel and Compliance as well as Associates and Partners at Law Firms including Corporate, IP, Real Estate and Litigation\r\n\r\n• Office Support – Executive Assistants, Administrative, Reception, Office Management\r\n\r\n• Human Resources – HR Generalists, Benefits Administration, Talent Acquisition, H.R.I.S.\r\n\r\n...and more

Job Description We are seeking a detail-oriented and proactive Administrative Assistant to support our Sales Department. This role is essential in ensuring smooth operations by preparing customer quotations and accurately entering orders using our accounting software. The ideal candidate should be well organized, communicative, and comfortable working in a fast-paced, mission-driven environment. Key Responsibilities: • Generate and manage customer quotations based on sales team input and pricing guidelines., • Accurately enter customer orders into accounting software and maintain order records., • Communicate with customers regarding order status, pricing, and product availability., • Collaborate with internal departments (e.g., logistics, finance) to ensure timely order fulfillment., • Maintain organized documentation of quotations, orders, and customer interactions., • Support the sales team with administrative tasks such as scheduling, reporting, and follow-ups., • Ensure compliance with company policies and industry standards in all documentation. Qualifications -Associate degree or higher preferred. • Minimum 2 years of administrative experience, preferably in sales administration or customer service, • Experience with accounting or ERP software (e.g., Sage, QuickBooks, SAP, NetSuite), • Strong attention to detail and organizational skills, • Excellent communication and interpersonal abilities, • Ability to manage multiple tasks and meet deadlines, • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) What We Offer • Competitive salary and benefits package, • Opportunities for career growth and professional development, • Supportive and collaborative team culture, • The chance to contribute to meaningful work in the healthcare industry Company DescriptionBased in Elmsford, NY, NOVAMED USA is a trusted manufacturer of innovative medical devices used in critical care hospital settings with a focus on products for anesthesiology and neonatology. Our product lines include temperature monitoring and warming systems, as well as airway management solutions that support life-saving care in hospital settings such as operating rooms, ICU, CCU, NICU, L &D, PICU, and ED. We pride ourselves on our commitment to quality, customer satisfaction and continuous improvement. Join our dynamic team and help us make a difference in healthcare worldwide.Based in Elmsford, NY, NOVAMED USA is a trusted manufacturer of innovative medical devices used in critical care hospital settings with a focus on products for anesthesiology and neonatology. Our product lines include temperature monitoring and warming systems, as well as airway management solutions that support life-saving care in hospital settings such as operating rooms, ICU, CCU, NICU, L &D, PICU, and ED. We pride ourselves on our commitment to quality, customer satisfaction and continuous improvement.\r\nJoin our dynamic team and help us make a difference in healthcare worldwide.

Job DescriptionAbout Valitana Valitana is a rapid growing FinTech startup providing cutting-edge SaaS solutions for institutional investors. Founded in 2017, our platforms have advanced financial analysis, trade flow, and portfolio management tools. Valitana provides robust, intuitive solutions allowing our clients to make informed decisions by improving their operational workflows. With over 500+ active users, our institutional clients include CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Valitana was Ranked #1 in the “Best CLO Analytics Service”, “Best Secondary CLO Platform”, and “Best CLO Portfolio Management Service” in the Creditflux CLO Census for 2023. Position Overview Valitana is looking to hire a U.S. Sales Associate responsible for driving new business. The individual hired in this role will be expected to sell our products and offerings while building a strong pipeline to achieve our sales goals. The U.S. Sales Associate will actively collaborate with internal teams to optimize delivery and gain a thorough understanding of the market and industry in which our clients operate. Responsibilities • Gain a strong working knowledge of Valitana’s product suite to effectively communicate its value proposition., • Analyze competitor offerings to identify differentiators and strategically position Valitana’s solutions., • Reach out to prospects, including hedge funds, insurance companies, asset managers, and broker dealers., • Schedule and lead introductory calls, delivering concise overviews of Valitana’s capabilities., • Coordinate and manage product demonstrations and trial implementations for prospective clients., • Lead negotiations on subscription terms and successfully convert prospects into long-term clients., • Cultivate and strengthen relationships within existing markets to support sustained growth., • Drive efforts to expand existing business with current clients.Qualifications, • 0-3+ years of experience in a financial services sales focused role., • Demonstrates ability to develop and deepen client relationships., • Ability to develop collaborative relationships with key internal partners –Sales, Product Management, Client Services, etc., • Must have strong leadership, presentation, and communication skills., • Bachelor’s degree from an accredited school. The base salary range for this role is $90,000 to $110,000. Valitana offers a competitive compensation package which includes base salary and commission plan. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO. Employees in this role will work in the office Mondays through Wednesdays with the flexibility to work remotely Thursdays and Fridays. Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Powered by JazzHR kIT7n9K5h7

Job Description POSITION:HPN -Properties Specialist REPORTS TO: Finance Manager LOCATION: White Plains, New York AIRPORT: Westchester County Airport POSITION SUMMARY The Properties Specialist reports directly to the Finance Manager and is responsible for managing tenant compliance with all contractual and financial obligations. Key responsibilities include drafting, administering and monitoring leases, permits, concession agreements, and related contracts. The Airport Properties Specialist will also develop, recommend, and enforce business terms consistent with County and Avports policies, ensuring financial accuracy and operational efficiency. KEY RESPONSIBILITIES Contract Management & Tenant Relations • Maintain a comprehensive schedule of tenant and vendor agreements, including key dates such as escalations, renewals, and expirations., • Collaborate closely with the Finance Manager to ensure timely execution of rent escalations, adjustments, and reimbursements., • Draft, revise, and finalize lease and service agreements in compliance with County policies, timelines, and legal requirements., • Manage tenant and vendor relationships, addressing issues of non-compliance and ensuring submission of required documentation (e.g., insurance certificates)., • Oversee tenant improvement and maintenance projects, ensuring compliance with agreement terms and timely completion. Financial Oversight, Auditing, & Reporting • Support the Finance Manager in analyzing the financial performance of airport tenants and concessionaires through audits and variance analyses., • Assist with annual budget development, quarterly forecasts, and financial reporting to ensure accurate and transparent performance tracking., • Prepare and present financial summaries and projections to support operational and strategic decision-making., • Contribute to financial planning through accurate economic and rate analysis, ensuring consistency with airport and County financial objectives. Market Analysis, Lease Renewals, & Properties Management • Conduct market research to assess fair market values and competitive rates for lease renewals, office spaces, and hangar rentals., • Develop and maintain a computerized property management system to efficiently track leases, billing, and property utilization., • Establish standards, workflows and reporting tools for an effective transition to a computerized property management system., • Recommend strategies to optimize airport property revenue and occupancy rates. Other Duties • Perform additional management and administrative tasks as assigned by the Finance Manager. MINIMUM QUALIFICATIONS Education and Experience • Associates Degree in Legal Studies/Paralegal, Business Administration, Public Administration, Airport Management or a related field and a minimum of 2 years of relevant experience; or, • Paralegal Certificate with three years of experience as a paralegal. Skills • Advanced proficiency in Excel, databases, and property management systems., • Strong analytical, financial, and problem-solving skills with a focus on accuracy and compliance., • Excellent interpersonal, written, and verbal communication skills for effective engagement with tenants, County officials, and airport stakeholders., • Proven ability to manage multiple priorities independently while meeting deadlines., • Collaborative approach, with the ability to work effectively with the Airport senior management team, internal colleagues, and other County departments. Licenses • A valid driver’s license is required. Physical Demands • Ability to regularly lift and/or move up to 10 pounds., • Frequently required to stand, walk, reach with arms, and use hands, while occasionally required to sit, stoop, kneel, or crouch. Probation Period This position requires successful completion of a six-month probationary period, subject to administrative review. EEO & Drug-Free Workplace Policy Avports is an Equal Opportunity Employer and maintains a drug-free workplace. ACKNOWLEDGMENT I hereby acknowledge that I have received and read this Job Description and understand that I should consult the Human Resources Department or management regarding any questions about this position or duties reflected above. Signature: _____________________________________________ Date:_______________

Job DescriptionWinnCompanies is looking for an Assistant Property Manager to join our team at Metro Green Apartments, a 250-unit Tax credit and Market rate housing community located in Stamford, CT. In this role, you will support the Property Manager in managing all aspects of the community, including leasing, accounts receivable, accounts payable, service requests, and customer service. The pay range for this position is $24.88 to $29.00 per hour, dependent on experience. Please note the selected candidate will adhere to the following schedule: Monday, Tuesday, Thursday, and every other Friday 8:30 AM to 5:30 PM , Wednesday 9:00 AM to 7:00 PM. Every other Saturday 10:00 AM to 5:00 PM. Responsibilities • Monitor collections, post rent payments, enforce the collection policy and initiate legal action when required., • Facilitate all aspects of apartment leasing: touring with prospective residents, processing applications, recertifications and negotiating lease renewals., • Provide exceptional customer service, respond timely to resident issues and complaints, and promote positive resident relations., • Assist in all facets of physical and financial Management as needed and assigned., • Act as Property Manager in absence of the Manager for specified amounts of time., • Prepare financial reports for the Property Manager as well as resident correspondence, and recertification notices., • Monitor the flow of accounts payable from issuing purchase orders to processing invoices.Requirements, • High school diploma or GED equivalent., • Minimum of 1 year of relevant work experience in property management or leasing., • Less than 1 year of supervisory experience., • Experience with various computer systems, such as Microsoft Office Suite, OneSite and Blue Moon., • Outstanding verbal and written communication skills., • Excellent customer service skills., • Superb attention to detail., • Ability to multi-task in a fast-paced office environment., • Ability to work with a diverse group of people and personalities.Preferred Qualifications, • Associate’s degree., • LIHTC experience.

Job DescriptionAbout Valitana Valitana is a rapid growing FinTech startup providing cutting-edge SaaS solutions for institutional investors. Founded in 2017, our platforms have advanced financial analysis, trade flow, and portfolio management tools. Valitana provides robust, intuitive solutions allowing our clients to make informed decisions by improving their operational workflows. With over 500+ active users, our institutional clients include CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Valitana was Ranked #1 in the “Best CLO Analytics Service”, “Best Secondary CLO Platform”, and “Best CLO Portfolio Management Service” in the Creditflux CLO Census for 2023. Position Overview Valitana is seeking a highly experienced and results-driven U.S. Sales Vice President to lead revenue growth initiatives across our structured finance and fintech solutions. The individual in this role will be responsible for driving new business development, expanding client relationships, and executing strategic sales initiatives that align with Valitana’s growth objectives. This role requires a proven track record of selling complex financial technology solutions, deep knowledge of structured finance products, and the ability to engage with C-level executives across the institutional investor landscape. Responsibilities • Lead new business development efforts by driving enterprise-level sales of Valitana’s products and solutions to institutional clients., • Build and maintain a strong pipeline of opportunities, from lead generation to deal closure., • Develop and execute strategic go-to-market sales plans, including competitive positioning and value-based selling strategies., • Serve as a trusted advisor by developing deep client relationships, understanding business goals, and aligning Valitana’s solutions to meet client needs., • Partner with product management, client services, and leadership to influence product strategy based on client and market feedback., • Represent Valitana at industry conferences, events, and client meetings to expand brand presence and thought leadership., • Oversee and lead negotiations of subscription terms, ensuring sustainable, long-term partnerships., • Drive expansion opportunities with existing clients through cross-sell and upsell strategies., • 7–10+ years of sales experience in financial services or financial technology, with a focus on structured finance products., • Proven success in developing new business and managing sales cycles with institutional clients., • Deep understanding of structured finance products (MBS, ABS, CDO, CLO, CMBS) and the broader structured finance landscape., • Established network of relationships with decision-makers across banks, asset managers, and institutional investors., • Strong leadership and negotiation skills with the ability to influence C-level executives., • Demonstrated success in achieving and exceeding sales quotas and revenue targets., • Excellent presentation, communication, and interpersonal skills. The base salary range for this role is $120,000 to $140,000. Valitana offers a competitive compensation package which includes base salary and commission plan. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO. Employees in this role will work in the office Mondays through Wednesdays with the flexibility to work remotely Thursdays and Fridays. Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Powered by JazzHR Tb6OwcrfgR

Job Description Organizational Overview Founded in 2004, Cognitive & Behavioral Consultants (CBC) is a leading mental health organization committed to helping individuals and families thrive. CBC specializes in evidence-based therapies, providing high-quality psychological care to children, adolescents, adults, couples, and families. Our mission is twofold: • To create lasting, positive change for our clients through personalized, evidence-based treatment plans. Position Overview We are seeking a passionate and skilled Senior Clinical Psychologist to join our team. In this role, you will provide evidence-based therapeutic services, supervise and train junior staff, and contribute to our ongoing commitment to professional excellence and innovation. Key Responsibilities: Direct Clinical Care: • Provide 24 professional service units weekly, including individual, family, couples, parenting, and group therapy sessions., • Develop personalized treatment plans using evidence-based practices like CBT and DBT., • Diagnose mental health conditions, conduct assessments, and track client progress., • Collaborate with interdisciplinary teams to ensure high-quality care., • Supervise graduate externs, interns, post-docs, or junior staff, providing at least one hour of supervision weekly., • Engage in training activities, such as conducting workshops or facilitating educational sessions., • Participate in ongoing training opportunities and earn continuing education credits., • Provide consultation services to schools, organizations, and corporations., • Doctoral degree in Psychology with a minimum of 5 years of clinical practice in CBT and DBT., • At least 2 years of supervisory experience., • Competency in clinical assessment, diagnosis, and treatment of psychological disorders., • NY State license in good standing., • Strong interpersonal, communication, and team collaboration skills., • Competency in DBT with formal training and supervised clinical experience., • Active listening, critical thinking, and problem-solving skills., • Ability to establish and maintain positive interpersonal relationships., • Ability to sit, stand, and use a computer for extended periods. At CBC, we believe in fostering a workplace that empowers you to thrive professionally and personally. Joining our team means becoming part of a mission-driven organization where collaboration, innovation, and growth are at the heart of everything we do. Together, we create meaningful change in the lives of individuals and families. Here’s why you’ll love being part of CBC: Sign on Bonus: $10,000 Generous Paid Time Off: Recharge with ample paid time off to prioritize your well-being • 160 hours of paid vacation annually for licensed Psychologists, with progressive grants for administrative staff., • 16 hours of personal time off each year., • Paid holidays, including a floating cultural holiday., • 3 days (24 hours) annually for Continuing Education or Conference Days, supporting ongoing growth., • Comprehensive insurance programs, • Long-term disability benefits and salary continuation, • Lactation accommodations for new parents, • Employee Assistance Program (EAP) for confidential support, • Flexible Spending Accounts (FSA), • Health Savings Accounts (HSA), • Flexible hybrid opportunities available., • Transportation Benefit Plan (Pre-tax commuter and parking benefits), • Bereavement leave for immediate family members., • Voluntary Lifestyle Benefits (Pet Insurance and Legal Benefits plan), • Paid leave for jury duty and voting., • Collaborative Environment: Join a team that values empathy, cooperation, and mutual support, where your voice matters., • Diverse Career Opportunities: Shape your career path with roles that align with your interests and aspirations., • Work with Experts: Collaborate with world-renowned leaders in the field of psychology, gaining unparalleled insight and mentorship., • Family-Like Culture: Be part of a supportive, close-knit team that genuinely cares about your success and happiness. Take the next step in your career and help transform lives with CBC. Apply today! Cognitive & Behavioral Consultants (CBC) is an equal-opportunity employer. We embrace diversity and are committed to creating an inclusive environment for all employees.

Job Description Organizational Overview Founded in 2004, Cognitive & Behavioral Consultants (CBC) is a leading mental health organization committed to helping individuals and families thrive. CBC specializes in evidence-based therapies, providing high-quality psychological care to children, adolescents, adults, couples, and families. Our mission is twofold: • To create lasting, positive change for our clients through personalized, evidence-based treatment plans. Position Overview CBC is seeking an experienced and dedicated ADHD/Autism Clinical Psychologist to join our team. In this role, you will provide evidence-based therapeutic services to clients with ADHD and Autism Spectrum Disorder (ASD), develop personalized treatment plans, and contribute to a collaborative, supportive clinical environment. Depending on your expertise and interests, you may also supervise trainees, conduct consultations, and pursue leadership opportunities. Key Responsibilities Direct Clinical Care: • Provide individual, group, family, or parent sessions tailored to client needs and goals., • Conduct assessments, diagnosis, and case conceptualization for clients with ADHD, ASD, and related conditions., • Deliver evidence-based treatments, including CBT and DBT., • Utilize progress-tracking measures to inform treatment., • Consult and communicate with collateral sources to enhance client care., • Supervise trainees, including graduate externs, interns, post-docs, or junior staff, as assigned., • Participate in ongoing training, peer consultation, and team meetings., • Attend CBC’s educational sessions to earn continuing education credits., • Doctoral degree in psychology (Ph.D. or Psy.D.) with licensure in New York State (or eligibility for licensure)., • Competency in clinical assessment, diagnosis, and treatment of ADHD and ASD., • Minimum of 2 years of experience with CBT; experience with DBT strongly preferred., • Proven ability to treat a wide range of psychological disorders across various age groups., • Strong interpersonal and communication skills with a collaborative team orientation., • Experience using evidence-based treatments for clients with ADHD and ASD., • Knowledge of acceptance and commitment therapy (ACT) and parent-child interaction therapy (PCIT)., • Regular interaction with clients and staff in an outpatient clinical setting., • Ability to work at a computer for extended periods and occasionally lift/move up to 25 pounds. At CBC, we believe in fostering a workplace that empowers you to thrive professionally and personally. Joining our team means becoming part of a mission-driven organization where collaboration, innovation, and growth are at the heart of everything we do. Together, we create meaningful change in the lives of individuals and families. Here’s why you’ll love being part of CBC: Sign on Bonus: $10,000 Generous Paid Time Off: Recharge with ample paid time off to prioritize your well-being • 160 hours of paid vacation annually for licensed Psychologists, with progressive grants for administrative staff., • 16 hours of personal time off each year., • Paid holidays, including a floating cultural holiday., • 3 days (24 hours) annually for Continuing Education or Conference Days, supporting ongoing growth., • Comprehensive insurance programs, • Long-term disability benefits and salary continuation, • Lactation accommodations for new parents, • Employee Assistance Program (EAP) for confidential support, • Flexible Spending Accounts (FSA), • Health Savings Accounts (HSA), • Flexible hybrid opportunities available., • Transportation Benefit Plan (Pre-tax commuter and parking benefits), • Bereavement leave for immediate family members., • Voluntary Lifestyle Benefits (Pet Insurance and Legal Benefits plan), • Paid leave for jury duty and voting., • Collaborative Environment: Join a team that values empathy, cooperation, and mutual support, where your voice matters., • Diverse Career Opportunities: Shape your career path with roles that align with your interests and aspirations., • Work with Experts: Collaborate with world-renowned leaders in the field of psychology, gaining unparalleled insight and mentorship., • Family-Like Culture: Be part of a supportive, close-knit team that genuinely cares about your success and happiness. Take the next step in your career and help transform lives with CBC. Apply today! Cognitive & Behavioral Consultants (CBC) is an equal-opportunity employer. We embrace diversity and are committed to creating an inclusive environment for all employees.