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Job DescriptionDescription: Job Summary: As the Finance Controller, you will play a pivotal role in TMS financial operations, overseeing financial planning, budgeting and financial reporting. Reporting directly to the Chief Financial Officer (CFO), you will be responsible for oversight of accounting staff, GL integrity, and closing out the books each month. Key Responsibilities: Financial Reporting and Analysis: · Oversee the timely and accurate preparation of financial statements, management reports, and other financial analyses. · Present financial information to the executive team, board of directors, and relevant stakeholders. Team Leadership and Development: · Manage and mentor a team of finance professionals, providing guidance, training, and development opportunities to enhance their skills and knowledge. · Foster a culture of collaboration, integrity, and continuous improvement within the finance division. Treasury and Cash Management: · Oversee treasury functions, including cash flow forecasting, liquidity management, and investment strategies to optimize returns while ensuring liquidity needs are met. Strategic Financial Initiatives: · Collaborate with senior leadership to develop and execute financial strategies that drive sustainable growth, capital allocation, and shareholder value. Requirements: Qualifications: · Proven experience (10+ years) in finance and accounting, with at least 3 years in a senior leadership role within the mortgage industry. · In-depth understanding of banking regulations, financial markets, and accounting principles. · Having Mortgage Servicing accounting experience is a plus Excellent communication and interpersonal abilities, with the capability to interact effectively with executives, regulators, and other stakeholders.

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $116,000 at plan yearly Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsQualifications:, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job DescriptionDescription: About Heatherwood For over 75 years, Heatherwood has been dedicated to developing upscale residential rental communities, commercial properties, luxury urban spaces. Our reputation for quality construction, innovative design, and exceptional service has made us a recognized leader in the industry. At Heatherwood, we believe our employees are our greatest asset, which is why we prioritize professional development and promote from within. We are seeking a dynamic, strategic, and hands-on Chief Financial Officer (CFO) to serve as a key member of our executive leadership team. This individual will act as a strategic thought partner to the President and CEO, providing financial insight, leadership, and direction across the organization. The CFO will be responsible for all financial operations, including accounting, reporting, budgeting, capital structure, compliance, and tax. A key focus will be to streamline systems, strengthen internal processes, and elevate financial transparency and discipline throughout the company. This role will also lead high-level financial negotiations, debt structuring, and support growth initiatives from concept to execution. Your responsibilities will include, but not be limited to: Strategic Financial Leadership • Partner with ownership and executive leadership to drive financial strategy, optimize portfolio performance, and structure development deals., • Provide financial insights to support decision-making and long-term value creation across all areas of the business., • Oversee all general accounting functions, including payroll, benefits, accounts payable/receivable, and financial reporting., • Ensure the financial integrity of reporting processes and maintain compliance with all applicable tax, licensing, and regulatory requirements., • Lead the annual financial audit and manage external auditor and third-party accounting relationships., • Manage all banking relationships, loan processes, and debt negotiations to secure favorable financing terms., • Oversee treasury operations, including cash management, cash flow forecasting, hedging, and fund allocation., • Direct the development of annual budgets, long-range financial plans, and forecasting models across the portfolio and corporate functions., • Collaborate with department leaders to ensure financial goals are understood and met., • Implement and improve financial systems, tools, and processes that support real-time reporting, automation, and scalable growth., • Manage and mentor the finance team by assigning responsibilities, setting objectives, and supporting professional development., • Promote a collaborative, high-performing culture across finance, accounting, and strategic planning teams., • Provide leadership across insurance strategy for operations, development, and employee benefits. Requirements: Skills and Qualifications: • 15+ years of progressive leadership experience in accounting and finance, with at least 5 years in a real estate development or investment setting., • Bachelor's degree in Finance, Accounting, or related field required; Master’s degree or CPA preferred., • Deep knowledge of real estate capital markets, partnership accounting, debt/equity structuring, and portfolio management., • Proficient in Yardi; strong financial modeling and reporting acumen., • Proven success in leading complex financial negotiations and organizational change., • Strong communication skills with experience presenting to executive teams, lenders, and investors., • High level of integrity, ethical standards, and strategic thinking. What We Offer At Heatherwood, we don’t just hire talent—we cultivate leaders. We’re committed to your professional growth, long-term success, and making your work truly impactful. • An opportunity to shape financial strategy at a legacy real estate firm with over 75 years of success., • Direct influence on transformative growth initiatives across a dynamic and diverse portfolio., • A collaborative, forward-thinking leadership team that values transparency and innovation., • A competitive compensation package, including comprehensive benefits designed to support your well-being—both personally and professionally.

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services. What we offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why join Eastern Advisory Group? • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge NY, 11788. We can only consider applicants authorized to work in the United States. Compensation: $100,000 at planned earnings yearly Responsibilities: • Partner with clients to gather detailed financial information and create personalized profiles, enabling tailored advice that reflects their income, goals, and overall financial picture., • Contribute as a supportive team member while actively pursuing growth through ongoing training and professional development., • Proactively build and strengthen relationships with prospective clients by establishing yourself as their go-to financial resource., • Design customized financial strategies that adapt to clients’ evolving life stages, careers, and financial priorities., • Recommend thoughtful solutions—including products, plans, and investment strategies—to guide clients toward reaching their objectives., • Obtain Life and Health certification within 45 days of hire.Qualifications:, • Long Island/Queens candidates only., • Previous Sales experience preferred., • Must be able to commute to Hauppauge, Long Island, for training.About Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025 We can only consider applicants authorized to work in the United States.

Property Accounting Controller Job ID 231592 Posted 17-Sep-2025 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance Location(s) Melville - New York - United States of America About The Role: We are looking for a Property Controller for CBRE Investment

Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $100,000 at plan yearly Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth managementQualifications:, • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Must have the ability to successfully network and prospect for new clients, • Must live in or near Long Island, Brooklyn, or Queens About Company About NYL - Melville: We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

This role plays an important part in evaluating new investment opportunities and monitoring the ongoing performance of existing holdings. Perform in-depth fundamental credit analysis on primarily investment-grade issuers, with some exposure to. Produce clear, well-structured written reports and pres

Alternative investments fund administration and operations is a plus. Private Capital Fund Finance - Associate. Capital is looking for an Associate to join its Fund Finance Private Capital team to focus on Private Capital Fund Accounting and Administration duties.

This role plays an important part in evaluating new investment opportunities and monitoring the ongoing performance of existing holdings. Perform in-depth fundamental credit analysis on primarily investment-grade issuers, with some exposure to. Produce clear, well-structured written reports and pres

Undergraduate degree required in Finance, Economics, Accounting or Business Administration; advanced degree is a plus – i. Agency Services supporting Project Finance transactions. Responsible for autonomous oversight of an assigned portfolio of Project Finance agency roles including Administrative

Bachelor’s in Accounting or Finance.

Prepare detailed investment reports for the Investment Committee, presenting findings and recommendations clearly. This role sits on our Investments Team and oversees and optimizes the performance of our fund (Limited Partnership) investments, ensuring alignment with the DCG's strategic and financia

Lead the design, execution, and management of securitization transactions, warehouse lines, and other structured finance facilities. Lead and mentor the finance, accounting, and treasury teams; implement scalable systems, processes, and controls to support growth. Bachelor’s degree in Finance, Acc

Support special projects, Lean initiatives, new business development opportunities, and the operations of GE Vernova Investment Advisers, an SEC-registered investment adviser. Familiarity with the principles of project finance and tax equity investments. Bachelor's Degree in Finance, Accounting, Eco

State Street Investment Management seeks a strategic leader to oversee the development and execution of active fixed income and liquidity strategies across global markets, including multisector portfolios that span government, corporate, and securitized debt. The ideal candidate will bring deep inve

The primary responsibility is to serve as a key member of the private markets investment team - evaluating strategies, sourcing and recommending investment managers and co-investments, and actively monitoring the existing portfolio of private investments. Conduct financial analysis and modeling to a

Oversee a portfolio of LP investments, and partner with Investing Team to increase deal flow and allocations to attractive and competitive investments. Prepare detailed investment reports for the Investment Committee, presenting findings and recommendations clearly. This role sits on our Investments

If you're looking for a meaningful career, you'll find it here at Webster.Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals.As a leading commercial bank, we remain passionat

Investment Analyst, Convertibles. Position: Investment Analyst, Convertibles Team: Convertibles Location: Greenwich, CT Company Overview: Verition Fund Management LLC ("Verition") is a multi-strategy, multi-manager hedge fund founded in 2008. Verition focuses on global investment strategies includin

Finance Digital Strategy, Managing Director position is critical to the build out of the Finance Transformation office. In addition, the position will assist in creating a Finance intake process to support prioritization of initiatives as well as conduct the intake ceremonies and advise on the best

Execute due diligence and underwriting of large and complex energy project finance investments, including review of legal documentation and consultant reports. Bachelor's Degree with 3+ years or MBA with 1+ years of progressive professional experience in project finance / infrastructure finance, or

The candidate will work as part of the Corporate Credit team on all stages of the investment process and will focus on new and existing investments up and down the capital structure in the Retail industry. The investment professional will work on credit opportunities spanning performing loans/bonds

Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients. Develops and maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches. Performs research and analyti

Outcome Driven Strategies, Structured Investments Analyst / Associate. Capital is looking to hire an Analyst or Associate to join our Structured Investments Separately Managed Account ("SMA"), Outcome Driven Strategies (ODS) Distribution team to focus on national sales support.

Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant rol

The ideal candidate will have experience researching and recommending equities within the industry, while demonstrating strong working knowledge of a substantial portion of the investment universe. Based on fundamental research, formulate and recommend Software & IT equity investments. Construct and

Serve as a leading authority on finance AI topics, such as: Finance AI use cases that draw on a range of traditional, generative and agentic AI techniques; setting up AI pilots and scaling initiatives; ensuring proper governance of finance AI tools; navigating the Finance AI vendor landscape; connec

The Finance Associate Manager will act as a key finance contact for the Sales team supporting beverage businesses, with responsibility for owning the finance agenda from strategy to Annual Operating Plan, Quarterly Business Plan to the day to day. The Finance Associate Manager will oversee 1 analyst

Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.

Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services. Hold frequent client appointments, seminars and branch training sessions in an effort to secure long-term client rela

Fundamentals of Business Analytics using SAS Diverse Lynx LLC is an Equal Employment Opportunity employer.All qualified applicants will receive due consideration for employment without any discrimination.All applicants will be evaluated solely on the basis of their ability, competence and their prov

Manage capital activity across venture and fund investments, coordinating closely with Finance and Accounting on calls, distributions, exit proceeds, and allocations. A desire to continuously learn and grow within the evolving landscape of digital assets and investment operations. As a key player in

The Gartner Finance Leadership Intern will join our Finance team. A strong foundation of finance and technical accounting skills. Gartner Finance Leadership Intern.

Bachelor's degree in accounting, Finance or a directly related field. This role supports Regions Affordable Housing Relationship Managers/Originators by providing strategic and executional assistance across key phases of the investment lifecycle.

AQR is a global investment firm built at the intersection of financial theory and practical application. AQR is looking for an exceptionally talented individual to join our Portfolio Finance team which has three primary responsibilities: . Optimization of financing, clearing, and collateral arr

Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.

Update financial plans to reflect changes in client’s personal or financial situation as well as for changes in tax law and investment environment. Maintain up to date knowledge of tax law, regulations and investment climate.

The role will support the Finance Director and Finance Business Partner to report and analyze results across its operations. We are seeking a highly motivated individual to join our Finance team as an FP&A Analyst. Production of finance packs with commentary.

Commercial Equipment Vehicle Finance Intern. As a Commercial Equipment Vehicle Finance intern, you will come out of this experience with an understanding of the underwriting team and their responsibility to analyze quality and quantity of risks underwritten and prepare reports accordingly. Responsib

Private Capital Fund Finance - Assistant Vice President. Capital is looking for an Assistant Vice President to join its Fund Finance Private Equity team to focus on Private Capital Fund Accounting and Administration duties. This role will report to the Vice President, Fund Finance Private Equity.

Undergraduate degree required with focus in Business, Accounting or Finance preferred. Corporate Finance/business experience required. Experience re-designing digital capabilities related to reporting & analytics, supply chain and finance systems.

Reed’s Inc — VP of Finance Strategy. Finance and Strategy leadership in CPG/beverages; strong modeling and storytelling.

Our investment process is driven by a tireless pursuit to understand how the world's markets and economies workusing cutting edge technology to validate and execute on timeless and universal investment principles. You will regularly communicate your understanding and assessment to a diverse group of

We are a global wealth management and investment banking firm serious about innovation and fresh ideas. The Project Management Associate participates in the execution/project management of alternative investment fund mandates and the sourcing of new prospective clients, with manager oversight. Techn

The candidate will work as part of the Corporate Credit team on all stages of the investment process and will focus on new and existing investments up and down the capital structure in the Autos industry. The investment professional will work on credit opportunities spanning performing loans/bonds t

We are seeking a forward-thinking Finance Manager, FP&A to drive strategic insights through advanced data analytics, automation, and financial modeling. You will play a key role in transforming how the Finance function uses datapartnering cross-functionally to drive smarter, faster decisions. Provid

Bachelor's degree in accounting, finance or a directly related field.

Finance Intern Controllership {Purchase, New York}. We are seeking a Finance Intern Controllership in Purchase, New York.