Finance technology 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.

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 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.

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

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.

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

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.

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

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

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

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Senior Vice President, Corporate Tax to join our team. This role is located in Jersey City, NJ. In-office requirement is four days. In this role, you’ll make an impact in the following ways: • Works with senior management roles to ensure that the appropriate corporate tax policies, methods, standards, processes, reporting and training are developed, applied and understood by impacted stakeholders., • Represents Corporate Tax in federal and state audit proceedings, works with tax, legal counsel and external accounting firms to gather facts and develop strategies to ensure compliance with SOX procedures., • Assembles, maintains and analyzes domestic and international tax information used in the preparation of various tax returns and quarterly estimated tax payments., • Performs complex research and analysis of the tax law, regulations and cases to provide senior management with recommendations and opinions by applying tax concepts. To be successful in this role, we’re seeking the following: • Bachelor's Degree or the equivalent combination of education and experience is required., • 10-12 years of total work experience is required., • Experience in tax compliance or accounting is preferred., • Extensive knowledge of corporate tax processes and in-depth knowledge of tax support requirements within a particular business/business partner area., • People Leadership requirement: Oversees, advises and guides less experienced Corporate Tax roles and may direct their work. At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

Job Description Commercial HVAC Tech Respected Mechanical Contractor seeks HVAC Tech for Monmouth County: • Must have experience troubleshooting, diagnosing, and repairing heavy commercial HVAC equipment for 5+ years, • EPA Universal, • Must have 5+ years servicing & installing equipment, • Must have experience taking service calls at wide range of commercial and industrial facilities with varied systems and branded equipment, • Driver’s license, • Stable employment history, • Client interaction skills Please send resumes to Tony Gallagher, Liberty Personnel: #MechanicalGC #midsenior \nCompany Description Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move! Hundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month. Established in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on: Information Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists. Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move!\n\nHundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month.\n\nEstablished in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on:\n\nInformation Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists.

Job Description HVAC Service Manager Highly respected Mechanical Contractor in Middlesex County seeks Service Manager: • 5+ years of HVAC Construction & Service experience, • Act as technical source for team, • Client interaction skills, • Select and order equipment, purchasing, • Dispatch, • Schedule labor and assist with payroll, • Assist with sales and estimates, • Service planning, • Invoicing, • Commercial and large retail project background desired Please send resume to Tony Gallagher, Liberty Personnel: #MechanicalGC #midsenior \nCompany Description Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move! Hundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month. Established in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on: Information Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists. Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move!\n\nHundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month.\n\nEstablished in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on:\n\nInformation Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists.

Managing Director – Software M&A Investment Banking \n Location: New York, NY \n Industry: Investment Banking / Software & Technology \n Firm: Middle-Market Investment Bank \n Employment Type: Full-Time \n \n About the Firm \n \n We are a leading middle-market investment bank focused on advising entrepreneurs, founders, private equity sponsors, and corporate clients on strategic transactions across the software and technology sectors. The firm provides M&A advisory, capital raising, strategic advisory, and other corporate finance services to companies ranging from emerging growth businesses to established middle-market enterprises. \n \n We are seeking an experienced Managing Director to join our New York team and play a senior leadership role in expanding the firm's software investment banking practice. \n \n Position Overview \n \n The Managing Director will be responsible for developing and maintaining senior-level relationships with software company executives, founders, private equity firms, strategic acquirers, and other institutional investors, while leading the origination and execution of M&A and strategic advisory transactions. \n \n The ideal candidate will be an established investment banking professional with a strong track record of originating and executing middle-market software transactions. This individual should possess significant industry relationships, a demonstrated ability to generate new business, and the judgment and leadership skills required to serve as a trusted advisor to CEOs, founders, Boards of Directors, and financial sponsors. \n \n This is a highly entrepreneurial opportunity for a senior banker who wants to have significant influence over the growth of a software-focused investment banking franchise. \n \n Key Responsibilities \n Business Development & Origination \n\n • Develop and execute a strategy to expand the firm's software M&A advisory business.\n, • Originate new M&A, capital raising, and strategic advisory opportunities through established relationships and proactive business development.\n, • Build and maintain relationships with software CEOs, founders, Boards of Directors, private equity sponsors, venture capital firms, family offices, and strategic acquirers.\n, • Identify companies and situations that may represent attractive M&A or financing opportunities.\n, • Lead pitches and presentations to prospective clients, including developing transaction strategies, valuation analyses, and marketing materials.\n, • Establish the firm as a trusted advisor to senior executives and owners of middle-market software businesses.\n, • Develop and maintain a robust pipeline of prospective transactions.\n\n Transaction Leadership \n\n • Serve as the senior banker and primary relationship manager on M&A and strategic advisory engagements.\n, • Lead transactions from initial client discussions and mandate through closing.\n, • Develop transaction strategy, positioning, valuation, buyer/investor identification, negotiation strategy, and overall process execution.\n, • Advise clients on valuation, transaction structure, strategic alternatives, and market dynamics.\n, • Lead negotiations with buyers, sellers, private equity sponsors, strategic acquirers, and other transaction counterparties.\n, • Maintain senior-level involvement throughout the transaction process while ensuring successful execution by the broader deal team.\n\n Team Leadership & Development \n\n • Lead and mentor Vice Presidents, Associates, Analysts, and other members of the investment banking team.\n, • Provide strategic direction and oversight on transaction execution.\n, • Review and provide guidance on financial models, valuation analyses, CIMs, management presentations, buyer lists, and other transaction materials.\n, • Recruit, develop, and retain high-performing investment banking professionals.\n, • Foster a collaborative, entrepreneurial, and high-performance culture within the software banking practice.\n\n Market & Industry Expertise \n\n • Maintain deep knowledge of the software and technology M&A landscape.\n, • Monitor transaction activity, valuation trends, financing markets, strategic buyers, private equity activity, and emerging subsectors within software.\n, • Develop differentiated perspectives and insights that can be used to advise clients and generate new business.\n, • Cultivate relationships with strategic and financial buyers to expand the firm's transaction network.\n\n Qualifications \n\n • 12+ years of investment banking experience, with significant experience at the senior banker level.\n, • Extensive experience advising software and technology companies on M&A and/or capital markets transactions.\n, • Demonstrated track record of originating and closing middle-market transactions.\n, • Strong existing relationships with software executives, founders, private equity firms, strategic acquirers, and other relevant market participants.\n, • Proven ability to independently generate and develop investment banking business.\n, • Strong understanding of software industry business models, including SaaS, recurring revenue models, vertical software, enterprise software, cybersecurity, fintech, and/or related technology subsectors.\n, • Exceptional financial, valuation, transaction structuring, and analytical skills.\n, • Strong understanding of the full M&A process, including business development, valuation, marketing, buyer outreach, due diligence, negotiations, and closing.\n, • Excellent written, verbal, presentation, and interpersonal communication skills.\n, • Demonstrated ability to lead and develop junior investment banking professionals.\n, • Bachelor's degree required; MBA or other advanced degree preferred.\n\n \n Preferred Experience \n Candidates with the following experience are particularly encouraged to apply: \n\n • Prior Managing Director, Senior Managing Director, or Partner-level experience at an investment bank or advisory firm.\n, • Significant experience executing transactions in the $50 million–$500 million+ enterprise value range.\n, • A substantial personal network of software executives, private equity sponsors, strategic buyers, and other institutional investors.\n, • Experience working with founder-owned and/or sponsor-backed software companies.\n, • Experience leading sell-side M&A transactions.\n, • Experience with cross-border software transactions is a plus.\n, • Existing software-sector franchise or demonstrated ability to build one.\n\n Compensation \n Competitive compensation package consisting of base salary, annual bonus, and significant performance-based incentive compensation, commensurate with experience, transaction production, and business development success. \n What We Offer \n\n • Opportunity to play a significant role in building and expanding a software-focused middle-market investment banking franchise.\n, • Meaningful autonomy and responsibility in business development and client relationships.\n, • Direct exposure to founders, CEOs, Boards of Directors, private equity sponsors, and strategic acquirers.\n, • Entrepreneurial environment with significant upside for successful senior bankers.\n, • Opportunity to lead high-profile M&A and strategic advisory transactions.\n, • Collaborative team environment with experienced investment banking professionals.\n\n \n

Senior Director, Patient Financial Services (Backend) Corporate East 42nd Street-Full-Time Days \n \n The Senior Director Patient Financial Services for the Mount Sinai Health System (MSHS) is responsible for hospital-based Billing and Accounts Receivable performance across the medical center. The Senior Director will report to the Vice President Patient Financial Services of the MSHS. \n The Senior Director is a key leader within the Patient Financial Services Management team, responsible for overseeing teams within the Patient Accounts department. This includes Billing, Cash application and reconciliation; Denial management and all aspects of Third-Party follow-up. The Senior Director is charged with ensuring accurate and timely billing, ensuring quality and productive handling of the Accounts Receivable, fostering and maintaining relationships with third party payers, and protecting and optimizing cash collections. The role plays a critical part in driving operational excellence, mentoring teams and supporting the financial health of the organization. \n Responsibilities \n\n • Direct daily operations of the teams under their control, and continually work towards reducing days in Accounts Receivable, increasing cash collections, reducing bad debt decreasing denials and eliminating write offs due to process issues.\n, • Ensures workflows align with revenue cycle best practices to reduce claim denials, improve cash collections and enhance clean claim rates.\n, • Develop and implement policies and procedures that promote efficiency, data integrity, and regulatory compliance (e.g. NYS, CMS).\n, • Monitor key performance indicators (KPI) such as initial and final denials, payer performance, staff productivity and quality touches, aged AR trends and billing lags.\n, • Collaborate with department such as coding, IT, clinical service areas and appeals to ensure seamless end-to-end revenue cycle performance.\n, • Lead, coach and mentor a team of managers, supervisors, and account representatives; oversee training, performance evaluations, and staff development.\n, • Maintain strong internal controls and audit readiness for all PFS processes.\n, • Supports organizational goals around cash collections and aged Accounts Receivable\n, • Utilize revenue cycle and EHR systems.\n, • Organizes routine meetings with health system business leaders and managed care to review payer issues and denials.\n, • Builds effective, collaborative relationships with key stakeholders across departments (e.g., DTP, Human Resources, Managed Care, Finance, and clinical departments)\n, • Collaborates with finance, managed care and DTP contributors to develop and operationalize optimal performance.\n, • Provides leadership and supports governance processes to result in effective, efficient, standardized, and compliant practices across the MSHS.\n, • Investigates and resolves denials and coordinates efforts to assist senior revenue cycle leaders with development of innovative strategies and solutions.\n, • Establishes and maintains strong working relationships with Revenue Cycle leaders, key stakeholders, hospital and department leaders and fosters a strong working relationship with key strategic partners.\n, • Maintains strong understanding of revenue performance metrics and payer mix and leads team in building plans to support operational departments to achieve best practice performance through strong analytical capabilities, process improvement identification, and technology enhancements.\n, • Maintains strong customer relationships with key strategic partners.\n, • Ensures appropriate functional strategic partners are engaged throughout the process.\n, • Monitors and provides regular reporting to senior management on key performance metrics (e.g., actual versus expected results for financial targets)\n, • Brings developing issues and recommended actions to the attention of senior leadership and governance committees.\n, • Develops, maintains, and ensures compliance with standardized policies, processes, and programs throughout the MSHS.\n, • Develops a high-performing team as measured through the achievement of benchmark process outcomes, audit and compliance results, financial goals, and employee satisfaction.\n, • Stays current with government regulations regarding patient access and insurance.\n, • Establish goals, objectives, and budgets for assigned areas, and monitors/manages to ensure achievement once approved.\n, • Ensures all HIPAA privacy and security standards are adhered to.\n, • Conforms to the established policies/ procedures/ processes/ Standards of Behavior and ensures assigned staff do so as well.\n, • Performs other duties as assigned.\n\n \n Qualifications \n Education \n\n • Bachelor's degree in finance or Business-related field; Masters preferred\n\n Experience \n\n • 10 years of progressively responsible experience in patient accounts that includes experiences in third party billing rules, follow-up techniques, denial management and team building\n, • Extensive demonstrated success in a finance department in a large not-for-profit/academic health system facility or corporate environment.\n, • Excellent interpersonal skills, experience with making presentations to, and dealing with senior management and other C-suite leaders.\n, • Financial management skills, including the ability to analyze financial data for operations, budgeting, auditing, forecasting, accounting, AR and reserve analysis, market analysis, staffing, and financial reporting.\n, • Strong leadership skills to motivate cross-departmental teams? performance towards excellence using team concepts and consensus-building management styles.\n, • Advanced/ effective interpersonal, written/ verbal communication, and presentation skills, along with the ability to communicate complex finance concepts to others without a finance background.\n, • Demonstrated ability to engage in positive, powerful persuasion with individuals or groups with diverse opinions and/ or agendas, leading to outcomes that meet identified goals.\n, • Ability to analyze and resolve complex problems necessary to develop and administer multifaceted revenue processes, regardless of whether issues originate in an area under direct or indirect control.\n, • Ability to enlist cooperation and build teams committed to carrying out initiatives in environments that may be resistant to change and not under the incumbent's direct authority.\n, • Ability to translate key performance indicator levels into a finance-based business case, then design, implement, and manage more effective/ efficient processes.\n, • The ability to maintain a high level of positive energy/ creativity during periods of elevated work demands.\n, • Ability to prioritize multiple objectives in a rapidly changing environment and deliver quality outcomes.\n, • Ability to develop and maintain effective relationships at all levels throughout the organization.\n, • Strong Leadership skills.\n\n \n Working Conditions \n\n • Corporate office environment in an academic health system.\n\n ,518 - PFS 633 Third Avenue - MSH, Mount Sinai Hospital \n

CFGI, founded in 2000, is a is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are seeking a strategic and execution-focused Managing Director in the Greater NYC area to support the growth of our FP&A Advisory team. \n \n \n \n Roles and Responsibilities: \n \n \n \n · The FP&A Managing Director is a key member of the Financial Planning and Analysis team and will help influence clients’ financial and business decisions. \n \n · Drive the growth of CFGI’s FP&A Advisory practice by developing go-to-market strategies and building strong client relationships. \n \n · Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision. \n \n · Help develop Finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets. \n \n · Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities. \n \n · Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions. \n \n · Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process. \n \n · Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace. \n \n \n \n Qualifications and Capabilities: \n \n \n \n · 12-15+ years of progressive experience in finance, preferably within a consulting or professional services environment. \n \n · A proven track record of generating new business and expanding client relationships is required. \n \n · Executive-level communication and stakeholder engagement skills, with the ability to influence senior leadership and drive change. \n \n · Entrepreneurial mindset, passion for client service, and commitment to building a high-impact consulting practice. \n \n · Advanced understanding of the FP&A function within a finance organization. \n \n · Extensive experience and understanding of three statement financials and associated modelling. \n \n · Significant engagement management experience as well as business, practice, and people development. \n \n · Ability to concurrently manage internal firm and external client requirements. \n \n · Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus. \n \n · Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial). \n \n · Experience with Finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus. \n \n · ERP technology understanding (SAP / Oracle / Workday, etc.). \n \n · Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients. \n \n · Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions. \n \n \n \n We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 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 Porter - Apartment Complexes - Temporary assignment - $18/hr - Immediate need!!! Position Summary We are seeking a reliable, resident-focused Porter to join our residential property management team. In this role, you will be responsible for maintaining the overall cleanliness, safety, and curb appeal of our apartment community. From keeping common amenities spotless to ensuring grounds and trash areas are clean, your work directly impacts resident satisfaction and community pride. Key Responsibilities Community Curb Appeal & Grounds: Perform daily morning and afternoon walkthroughs to remove litter, trash, and debris from walkways, parking lots, courtyards, pet areas, and landscaping. Vacuum, sweep, or leaf-blow breezeways, hallways, and entranceways regularly. Amenity & Common Area Care: Execute daily cleaning protocols for all shared community spaces, including the leasing office, clubhouse, resident lounges, fitness center, laundry facilities, pool deck, elevator lobbies, and public restrooms. Waste & Trash Chute Management: Keep trash chute rooms, compactors, and dumpster enclosures clean, sanitary, and free of overflow. Handle the staging and removal of bulky discarded items (e.g., furniture, mattresses) during resident move-outs. Apartment Turnover Support: Assist the maintenance team in prepping vacant units for new residents by clearing out leftover items, hauling away trash, performing light touch-up cleaning, and replacing burned-out lightbulbs or HVAC filters. Floor & Surface Upkeep: Sweep, wet-mop, power-wash, and vacuum assigned indoor and outdoor common areas, stairwells, and corridors. Dust light fixtures, handrails, mail stations, and common area furniture. Safety & Hazard Reporting: Routinely inspect the property for safety concerns, broken light fixtures, damaged locks, missing smoke detectors or fire extinguishers, vandalism, or pest activity, and report them promptly to management. Resident Relations: Deliver exceptional customer service by interacting politely and professionally with residents, prospects, and vendors, assisting with minor requests or directing inquiries to the management office. General Upkeep: Assist with minor seasonal tasks (e.g., light snow removal/salting, outdoor furniture setup) and complete other job-related duties as assigned. Qualifications & Skills Education: High school diploma or GED equivalent required. Experience: Prior porter/maintenance experience in residential property management, hospitality housekeeping, or commercial facility maintenance. Resident Service Mindset: Personable, approachable, and customer-service-driven with strong communication skills. Technical Skills: Basic computer literacy to access company communication apps, review schedules, or log work tasks. Efficiency & Autonomy: Detail-oriented, self-motivated, and capable of prioritizing daily cleaning routines with minimal supervision. Safety Awareness: Basic knowledge of cleaning chemicals, standard safety practices, and proper equipment operation. To apply and for further information, please submit your resume and references to . Connect with me on LinkedIn I look forward to connecting with you! Click here for my HOT JOBS! Dan Urban Liberty Personnel Services, Inc. 1001 Conshohocken State Rd, Suite 2-410 West Conshohocken, PA 19428 Call or Text: – Direct Ext 119 - Main www.libertyjobs.com #onsite #maintenance #midsenior \nCompany Description Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move! Hundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month. Established in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on: Information Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists. Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move!\n\nHundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month.\n\nEstablished in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on:\n\nInformation Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists.

Principal Consultant Data Engineer (L5) \n \n About Vivanti \n \n Vivanti is a home for high-performing technologists who drive measurable impact for clients. Our mission is to transform businesses and build a smarter, more connected world through the power of data, cloud, and modern technology. Global enterprise leaders rely on us to design, architect, and deliver cutting-edge data and AI solutions. \n \n We provide an environment where ambitious engineers thrive—offering continuous learning, diverse client engagements, strong mentorship, and the platform to deliver high-value work. \n \n Role Summary \n \n As a Principal Consultant, you are an organizational leader whose mission is to make Vivanti the "Partner of Choice" for clients and the "Employer of Choice" for staff. You drive the overarching commercial success of data engagements, oversee complex client relationships, and foster the career growth of the consultants under your guidance. \n \n What You'll Do \n\n • Create a cohesive, engaged team environment driven by Vivanti’s ICARE values (Integrity, Collaboration, Accountability, Respect, Excellence).\n, • Support individual career desires, provide actionable feedback during review processes, and assist with the professional development of your team.\n, • Take overarching accountability for client delivery excellence, ensuring engagements consistently meet planned commercial outcomes.\n, • Act as a strong brand ambassador, seeking opportunities to promote Vivanti across pillars and proactively mitigating risks to the brand.\n, • Identify opportunities to expand Vivanti’s footprint leveraging vendor relationships and deep knowledge of the client’s business model.\n, • Drive the financial and commercial success of projects, contribute to internal IP (solutions/frameworks), and support Vivanti's recruitment processes.\n, • Ensure timeliness in finance/P&C administration (timesheets, leave, governance meetings).\n\n \n What We’re Looking For \n \n We are seeking proactive problem-solvers with strong critical thinking skills and a passion for data engineering. Whether you have prior technical experience or a strong foundational analytical background, we value curiosity, adaptability, and a drive to learn. \n \n Ideal candidates demonstrate: \n \n\n • Proactive mindset with the drive to take ownership of data engineering deliverables independently.\n, • Possess relevant cloud/data certifications, such as SnowPro Core, Google Cloud Digital Leader, MS Azure Fundamentals, or AWS Certified Cloud Practitioner, along with a commitment to technical enablement and skill sharing.\n, • Ability to build holistic business domain knowledge and communicate technical solutions to peers and clients.\n, • Strong personal brand awareness and an interest in supporting Vivanti's commercial enablement and team success.\n, • Demonstrated proficiency in SQL, Python, AWS, Azure, GCP, Databricks, Snowflake, GIt, CI/CD, ML/AI, Spark, Airflow, ETL/ELT.\n, • 8–15 years of hands-on experience in data engineering.\n\n \n Perks \n \n We invest in our people by providing comprehensive professional development, clear career progression, and an inclusive culture. \n \n\n • Gain access to Vivanti Academy, our proprietary knowledge platform and internal training resources.\n, • Receive direct guidance and career support through structured mentorship.\n, • Earn fully funded paid professional certifications across major cloud and data platforms.\n, • Connect with colleagues through regular team socials, events, interest groups, and gatherings.\n, • Enjoy a flexible hybrid work schedule with the freedom to choose your days working from home or in the office.\n, • Fuel your workday with coffee, tea, and premium snacks provided daily in the office.\n\n \n Benefits \n \n\n • Access comprehensive medical coverage with 80% firm-sponsored premiums for employees and registered dependents.\n, • Receive 100% employer-covered dental and vision plan options extending to your entire family.\n, • Utilize a $3,000 Health Reimbursement Account to support out-of-pocket medical expenditures.\n, • Build long-term security through our retirement plan with a 4% competitive company match.\n, • Enjoy flexible work-life integration with 20 days of paid time off per year along with 10 company holidays.\n, • Stay active and mobile with an annual complimentary CitiBike subscription.\n, • Take advantage of pre-tax commuter reimbursement benefits for daily transit needs.\n, • Benefit from dedicated paid parental leave options designed to support expanding families.\n, • Protect your family's financial future with comprehensive group life insurance options.\n\n \n How to Apply \n \n If you are looking to accelerate your data engineering career in a collaborative, growth-focused environment, we would love to hear from you. \n \n Submit your application today to join the Vivanti team. \n

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

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

Leadenhall Search and Selection is currently partnering with a leading international advisory firm who are looking to expand their business transformation practice across the United States! \n \n We are looking for an experienced Finance Transformation Manager to join a growing team and play a key role in delivering finance transformation and improvement projects for clients. This role would suit someone who enjoys working at the intersection of finance, technology, and business transformation and is comfortable taking ownership of projects from initial assessment through to implementation. \n \n What You'll Be Doing \n\n • Lead finance transformation projects and take ownership of key workstreams from planning through delivery.\n, • Work with clients to understand how their finance function operates today and identify opportunities to improve processes, structures, and ways of working.\n, • Help design practical future-state solutions and develop clear transformation roadmaps.\n, • Support the delivery of technology-enabled change, including ERP, EPM, automation, and finance analytics initiatives.\n, • Work closely with senior stakeholders, managing priorities, resolving issues, and keeping projects on track.\n, • Develop presentations, recommendations, business cases, and other client-facing deliverables.\n, • Support and develop junior team members while contributing to a collaborative project environment.\n, • Get involved in proposals, workshops, and other business development activities\n\n \n What We're Looking For \n\n • You should have 5- 9 years of relevant experience across areas such as finance transformation, consulting, corporate finance, strategy, operations, or business transformation.\n, • Experience managing finance transformation or operational improvement projects.\n, • Strong project and stakeholder management skills.\n, • Experience working with senior finance leaders and facilitating workshops or presenting recommendations.\n, • Exposure to finance technology such as SAP, Oracle, Workday, EPM platforms, automation tools, or analytics solutions.\n, • Experience improving processes such as financial close, RTR, P2P, O2C, FP&A, budgeting, or forecasting.\n, • Experience managing or mentoring junior consultants or project team members.\n, • Previous experience with a Big 4 consultancy or in a consulting environment would be advantageous.\n\n \n The Opportunity \n This is a hands-on management role offering the opportunity to work across a variety of finance transformation initiatives, influence senior stakeholders, and help organizations create more effective, technology-enabled finance functions. \n \n If you have a strong understanding of finance and transformation, enjoy solving complex problems, and want to take ownership of meaningful client work, we'd be keen to hear from you.

Family Office Controller \n \n The Family Office Controller oversees the day-to-day financial operations of a single-family office and an organization focused on impact investing and philanthropy. This role supports the Principals, their children, and the CFO and requires close collaboration across the family office team and its affiliates. \n \n The Controller will oversee one junior accountant or accounts payable professional. The ideal candidate will have a roll-up-your-sleeves approach and work in an organized, relaxed, and efficient manner. This individual should be comfortable managing multiple priorities while maintaining a high level of attention to detail, discretion, and professionalism. \n This role is best suited for a professional with experience in a family office, private banking, investment fund, closely held or family-owned business, or similar environment, who brings strong financial fundamentals and a proactive, service-oriented approach. \n \n Essential Requirements \n\n • Provide support to the CFO and family office leadership across all aspects of accounting and finance.\n, • Lead general ledger accounting and financial reporting across all family-related entities in a timely and accurate manner.\n, • Prepare monthly and annual financial statements.\n, • Manage investment accounting and monitoring and prepare investment reports.\n, • Assist with the implementation of new technology related to general ledger and investment reporting.\n, • Establish and maintain accounting and operational processes and controls.\n, • Manage cash balances, cash flow forecasting, and liquidity planning.\n, • Oversee banking relationships and treasury processes.\n, • Supervise an accounts payable / junior accountant and work closely with them on expense processing.\n, • Manage personal, household, trust, and operating company expenses with professionalism and confidentiality.\n, • Coordinate with external tax advisors to ensure timely and accurate filings.\n, • Manage, build, and support budgets, expense tracking, and financial planning processes.\n, • Ability to juggle multiple requests simultaneously and track, manage, and deliver significant ad hoc projects as requested by the Principals.\n, • Maintain investment literacy, including monitoring, reconciliation, and reporting of investment activity.\n, • Work independently, manage recurring deadlines, and maintain strict confidentiality.\n\n \n Additional Qualifications \n\n • 7–12+ years of progressive experience in a family office, closely held or family-owned business, fund, or similar environment.\n, • CPA required or currently on the CPA track.\n, • Bachelor’s degree in Accounting, Finance, Tax, or a related field.\n, • Excellent written and verbal communication skills.\n, • Strong technology skills, including Microsoft Excel, Office Suite, Canva, and AI tools.\n, • Proficiency with accounting software, including QuickBooks and Addepar. Experience with a true general ledger system, particularly in connection with a software migration or implementation, is a plus.\n, • Experience and/or exposure to direct investments, impact investing, philanthropy, tax, and/or investment activities is a plus.\n, • Experience with consolidations and GAAP financial reporting.\n, • Demonstrated ability to be flexible and resourceful in a complex and lean environment.\n, • Strong judgment, discretion, and impeccable integrity.\n, • Ability to work in the office five days per week.\n, • Must be comfortable working in an office where dogs may be present in the future.\n\n

Operational Readiness Manager, CBTC / Rail Transit Modernization \n Location: New York City, NY \n Engagement: Full-Time, Long-Term Consulting \n Duration: Up to 5 Years, approximately 8,000 hours \n Schedule: Monday-Friday, 9:00 AM-5:00 PM, with occasional weekend support \n Start: ASAP \n \n Client: Confidential, Major Urban Transit Organization \n \n Position Overview \n MGT is seeking an experienced Operational Readiness Manager to support a major, multi-year rail modernization initiative in New York City. \n The Operational Readiness Manager will lead the organizational and operational transformation required to transition a large urban subway system from conventional, hardware-driven signaling to a Communications Based Train Control (CBTC) operating environment. \n \n This is primarily an operational readiness, transformation, and change leadership role supported by strong CBTC knowledge. It is not a hands-on CBTC engineering position. \n The successful candidate will help determine and implement how the organization must evolve its people, operating model, maintenance practices, processes, governance, workflows, training, and resources to successfully operate and maintain a CBTC-based subway system. \n \n Key Responsibilities \n\n • Develop and lead a comprehensive CBTC operational readiness and transformation plan.\n, • Define organizational changes required to support centralized CBTC operations and maintenance.\n, • Assess current operations and identify workforce, skills, process, procedure, and resource gaps.\n, • Develop practical strategies and implementation plans to address identified readiness gaps.\n, • Lead execution of the transformation plan and monitor key milestones and readiness objectives.\n, • Establish and implement new operating workflows, processes, procedures, and governance practices.\n, • Coordinate across Operations, Maintenance, Signals & Train Control, Safety, IT, Finance, Procurement, Training, Workforce Development, and Capital Programs.\n, • Partner with senior leadership to identify required resources, organizational support, and funding.\n, • Translate CBTC technology changes into practical operational and organizational impacts for leadership and frontline personnel.\n, • Lead stakeholder workshops, working sessions, training, and change-readiness activities.\n, • Integrate operational readiness activities into overall program governance and reporting.\n, • Monitor progress, identify risks and dependencies, and adjust readiness strategies as required.\n, • Capture lessons learned and continuously improve readiness strategies throughout the modernization program.\n\n \n Required Qualifications \n\n • Bachelor's degree in Transportation Management, Engineering, or a related field.\n, • Extensive experience in transit operations and maintenance, preferably within a large urban rail, subway, metro, or heavy-rail system.\n, • Strong understanding of CBTC systems and how CBTC impacts rail operations and maintenance.\n, • Demonstrated experience leading operational readiness, organizational transformation, or major change initiatives.\n, • Experience developing or implementing new operating models, workflows, processes, procedures, and organizational structures.\n, • Demonstrated ability to coordinate effectively across large, complex, multi-layered organizations.\n, • Strong executive-level communication and stakeholder management capabilities.\n, • Ability to effectively engage both senior leadership and frontline operations and maintenance personnel.\n, • Experience with operational strategy, organizational development, governance, compliance, and continuous improvement.\n\n \n Highly Preferred Experience \n\n • Direct experience supporting CBTC implementation, migration, deployment, or operational readiness.\n, • Experience transitioning a transit organization from legacy signaling toward CBTC or another modern rail-control environment.\n, • Experience within a major subway or heavy-rail Operations & Maintenance organization.\n, • Development of operational readiness strategies for major rail modernization programs.\n, • Workforce readiness, organizational change, and training associated with technology modernization.\n, • Experience working with Signals & Train Control organizations.\n, • Coordination across Operations, Maintenance, Engineering, Safety, Technology, Training, and Capital Programs.\n, • Experience operating within regulated and safety-critical transportation environments.\n, • Experience presenting transformation strategies, risks, and readiness status to senior leadership.\n\n \n Ideal Candidate Profile \n The ideal candidate brings a combination of: \n\n • Large Urban Rail/Subway Operations + CBTC + Operations & Maintenance + Operational Readiness + Organizational Transformation + Executive Stakeholder Management\n, • We are particularly interested in candidates who have helped a major transit organization determine how its people, organization, processes, governance, training, maintenance practices, and operating model must change to successfully adopt CBTC or another major rail-control modernization.\n\n \n Work Environment \n\n • The position is based in New York City and is expected to operate on a full-time schedule, generally Monday through Friday from 9:00 AM to 5:00 PM. Occasional weekend work may be required based on program needs. This is a long-term engagement with an anticipated duration of up to five years.\n\n \n Application Requirements \n\n • Qualified applicants should submit a current resume that clearly identifies:\n, • Rail/transit agencies and systems supported\n, • Transit operations and maintenance experience\n, • Specific CBTC programs or modernization initiatives\n, • Role and responsibilities during CBTC implementation or transition\n, • Operational readiness and transformation experience\n, • Organizational and change-management leadership\n, • Experience working across Operations, Maintenance, Signals, Safety, Training, and other stakeholder groups\n, • Executive stakeholder engagement experience\n, • Current location and ability to work in New York City\n, • Availability/start date\n, • 3 Managerial References - MUST ( Will not be contacted until position is confirmed)\n\n \n About MGT \n MGT provides technology workforce and professional services solutions to public-sector and education organizations nationwide. We connect experienced professionals with complex, high-impact technology and transformation initiatives. MGT is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without discrimination consistent with applicable federal, state, and local requirements.

A Director of Data Strategy and Governance is required to create and lead a new enterprise data capability for one of the top 10 US law firms undergoing significant technology and AI data transformation. This is a high-profile leadership opportunity spanning Data Strategy, AI Data Infrastructure, Data Architecture, Governance and MDM, with responsibility for creating the trusted data foundations needed to support the firm’s rapidly evolving AI and analytics ambitions. \n \n Locations: New York | Washington, D.C. | Los Angeles - Hybrid working \n \n Comp Circa $350-380k + Bens + Bonus \n \n For an established data leader from legal, legal operations, legal technology, or regulated environments such as banking, financial services, or professional services, this is an opportunity to build a data capability of long-term strategic importance. \n \n Reporting to the Chief Legal Operations Officer, you’ll shape the firm’s data strategy from an early stage, modernize how data is managed across a complex technology landscape and establish the standards needed to make data accessible, reliable and secure. A major part of the remit will be to ensure the firm’s data estate can support the scalable adoption of data and AI. \n \n Key skills required for the Director of Data Strategy and Governance \n \n\n • Extensive senior-level experience across enterprise data strategy, data architecture, data engineering and analytics, typically gained over 15+ years, including at least 5 years at Director, VP or comparable leadership level.\n, • Strong experience creating and modernizing enterprise data platforms and architecture from the ground up within complex, multi-system organizations.\n, • Experience designing or delivering AI data infrastructure, with knowledge of RAG pipelines, vector databases, embeddings, LLM data architecture and enterprise knowledge retrieval, and how enterprise data needs to be structured, governed and secured for AI consumption.\n, • Experience gained within legal, legal operations, legal technology or another complex, highly regulated and data-sensitive environment. We are also interested in senior data leaders from areas such as banking, financial services and professional services where security, confidentiality, governance and regulatory controls are fundamental.\n, • Broad expertise across the modern data stack, including cloud data platforms such as Snowflake, Azure or equivalent, ETL/ELT, data orchestration, cataloguing, lineage and BI technologies.\n, • Significant experience establishing enterprise data governance, including data ownership, stewardship, classification, metadata, lineage, quality and appropriate access to sensitive information.\n, • Strong understanding of Master Data Management (MDM) and the challenges of creating authoritative, trusted data across multiple enterprise systems.\n, • The executive presence to work effectively with C-suite executives, partners and senior business leaders, translating complex data and AI requirements into clear business priorities and investment decisions.\n, • Experience building and leading multidisciplinary data organisations spanning data engineering, architecture, analytics and governance.\n\n \n What you’ll do as a Director of Data Strategy and Governance \n \n\n • Set the direction for enterprise data across the firm, developing a long-term strategy that supports commercial priorities, analytics and the wider AI roadmap.\n, • Own the data infrastructure supporting AI and GenAI, alongside AI data governance, ensuring high-quality enterprise information can be securely discovered and consumed by AI applications.\n, • Enable RAG pipelines, vector databases, embedding workflows and knowledge retrieval, working closely with AI and Technology teams to provide the data foundations required for LLM-powered applications.\n, • Establish how sensitive client and firm data can be accessed by AI, implementing appropriate controls around classification, permissions, quality, lineage and auditability.\n, • Create a modern enterprise architecture connecting data across the firm’s financial, client, matter, document, HR, risk and operational systems.\n, • Lead the evolution of the firm’s cloud data and integration landscape, establishing scalable approaches to data ingestion, transformation and distribution.\n, • Introduce a consistent Master Data Management strategy for critical entities including clients, matters, attorneys, rates and timekeepers.\n, • Establish effective enterprise governance, creating clear accountability for data and developing an active network of business data stewards.\n, • Improve the consistency and reliability of critical business information through common definitions, standards and quality controls.\n, • Expand the use of analytics and business intelligence, providing leadership with better insight into financial performance, clients, matters, utilisation, workforce and operational trends.\n, • Partner with Finance, Business Development, HR, Legal, Security, AI and Technology teams to turn enterprise data into actionable intelligence.\n, • Develop greater self-service analytics and data literacy while maintaining appropriate enterprise governance.\n, • Build and develop the data organisation as the function grows, establishing the technical capability, operating model and leadership structure required for the future.\n\n \n Why this role? \n \n This is a genuine opportunity to build a strategic enterprise data capability from the ground up within one of the largest and most sophisticated areas of professional services. \n The position sits directly at the intersection of enterprise data, AI and the legal sector. As the firm expands its use of GenAI, you’ll be responsible for ensuring its enterprise data can securely support RAG, vector search, embeddings, knowledge retrieval and other LLM-driven applications. \n \n Working in an environment where client confidentiality, information security, privilege, governance and regulatory obligations are critical, you’ll have the opportunity to determine how highly sensitive enterprise data is managed and safely activated for the next generation of AI capabilities. \n \n You’ll have the scope to shape the data strategy, AI data infrastructure, enterprise architecture governance model, MDM capability and team, with significant exposure to executive leadership \n \n 📩 Apply now or message @jamesshenton for more details. Referrals always welcome! \n \n #DataStrategy #AIInfrastructure #DataGovernance #LegalTech #DataLeadership

One of the leading providers of best-in-class information technology services and solutions is looking for a Senior Integration Engineer to join their Hybrid New York, NY team! \n \n Our client is seeking an experienced Senior Integration Engineer to design, build, deploy, and support enterprise integrations with a primary focus on Workday and Boomi. This individual will work with HR and Finance data, develop integrations across enterprise systems, and support highly sensitive PII within a secure environment. The ideal candidate will bring strong hands-on experience with Boomi, Workday integrations, C#, Python, SQL, and APIs. \n \n Contract Duration: 6-12-Month Contract with the opportunity for extension or conversion \n \n \n Required Skills & Experience \n\n • 4+ years of integration engineering experience.\n, • Strong hands-on Workday integration experience, including Web Services, EIBs, Core Connectors, and RaaS.\n, • Hands-on experience with Boomi or a comparable iPaaS platform; strong Boomi experience is highly preferred.\n, • Development experience with C# and Python.\n, • Strong SQL skills for data validation, reconciliation, and troubleshooting.\n, • Experience integrating systems using REST, SOAP, SFTP, JSON, XML, CSV, and database connections.\n, • Familiarity with AWS, Azure, or GCP.\n, • Experience supporting production integrations, troubleshooting failures, and resolving incidents.\n\n \n What You Will Be Doing \n Daily Responsibilities \n\n • Design and develop Boomi processes for data extraction, transformation, routing, validation, mapping, and delivery.\n, • Build and support integrations across Workday HCM, Finance, Payroll, Benefits, and Recruiting.\n, • Configure Boomi connectors, maps, profiles, process logic, and exception handling.\n, • Develop and support automated user-provisioning integrations with Google Workspace and other downstream systems.\n, • Create custom APIs, scripts, and integration components using C# and Python.\n, • Implement logging, alerting, retry, and error-handling frameworks to improve integration reliability.\n, • Monitor production integrations, troubleshoot failures, and provide incident support.\n, • Perform data cleansing, reconciliation, and troubleshooting using SQL, XSLT, and scripting.\n, • Maintain technical documentation and runbooks for integrations, deployments, and support procedures.\n\n \n \n You will receive the following benefits: \n\n • Medical Insurance - Four medical plans to choose from for you and your family\n, • Dental & Orthodontia Benefits\n, • Vision Benefits\n, • Health Savings Account (HSA)\n, • Health and Dependent Care Flexible Spending Accounts\n, • Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance\n, • Hospital Indemnity Insurance\n, • 401(k) including match with pre and post-tax options\n, • Paid Sick Time Leave\n, • Legal and Identity Protection Plans\n, • Pre-tax Commuter Benefit\n, • 529 College Saver Plan\n\n \n Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP’s Employment Accommodation policy. Applicants need to make their needs known in advance.

One of the leading providers of best-in-class information technology services and solutions is looking for a Senior Integration Engineer to join their Hybrid New York, NY team! \n \n Our client is seeking an experienced Senior Integration Engineer to design, build, deploy, and support enterprise integrations with a primary focus on Workday and Boomi. This individual will work with HR and Finance data, develop integrations across enterprise systems, and support highly sensitive PII within a secure environment. The ideal candidate will bring strong hands-on experience with Boomi, Workday integrations, C#, Python, SQL, and APIs. \n \n Contract Duration: 6-12-Month Contract with the opportunity for extension or conversion \n \n \n Required Skills & Experience \n\n • 4+ years of integration engineering experience.\n, • Strong hands-on Workday integration experience, including Web Services, EIBs, Core Connectors, and RaaS.\n, • Hands-on experience with Boomi or a comparable iPaaS platform; strong Boomi experience is highly preferred.\n, • Development experience with C# and Python.\n, • Strong SQL skills for data validation, reconciliation, and troubleshooting.\n, • Experience integrating systems using REST, SOAP, SFTP, JSON, XML, CSV, and database connections.\n, • Familiarity with AWS, Azure, or GCP.\n, • Experience supporting production integrations, troubleshooting failures, and resolving incidents.\n\n \n What You Will Be Doing \n Daily Responsibilities \n\n • Design and develop Boomi processes for data extraction, transformation, routing, validation, mapping, and delivery.\n, • Build and support integrations across Workday HCM, Finance, Payroll, Benefits, and Recruiting.\n, • Configure Boomi connectors, maps, profiles, process logic, and exception handling.\n, • Develop and support automated user-provisioning integrations with Google Workspace and other downstream systems.\n, • Create custom APIs, scripts, and integration components using C# and Python.\n, • Implement logging, alerting, retry, and error-handling frameworks to improve integration reliability.\n, • Monitor production integrations, troubleshoot failures, and provide incident support.\n, • Perform data cleansing, reconciliation, and troubleshooting using SQL, XSLT, and scripting.\n, • Maintain technical documentation and runbooks for integrations, deployments, and support procedures.\n\n \n You will receive the following benefits: \n\n • Medical Insurance - Four medical plans to choose from for you and your family\n, • Dental & Orthodontia Benefits\n, • Vision Benefits\n, • Health Savings Account (HSA)\n, • Health and Dependent Care Flexible Spending Accounts\n, • Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance\n, • Hospital Indemnity Insurance\n, • 401(k) including match with pre and post-tax options\n, • Paid Sick Time Leave\n, • Legal and Identity Protection Plans\n, • Pre-tax Commuter Benefit\n, • 529 College Saver Plan\n\n \n Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP’s Employment Accommodation policy. Applicants need to make their needs known in advance.

No 3rd parties or C2C please. \n \n Salary range: $150-200K base + bonus, benefits, PTO etc. \n \n Multiple positions available in this group including: \n Product Manager- SMB Card \n Portfolio Manager- SMB Card \n Vice President SMB Card Portfolio Management \n Vice President AI Strategy- SMB Card \n \n Candidates: Please Apply to this position for any of the above titles, and I'll get you on the right one when we discuss the role. Thanks! -Val \n \n 5 days Full Onsite @ Park Avenue office in Manhattan. \n New York, NY 10017 \n \n Position overview: \n The Small Business Card organization is seeking a portfolio leader to own the profit and loss performance and overall direction of an assigned card. Operating as the business owner for the product, this individual will connect customer experience, benefits, partnerships, marketing, risk, and financial performance into one integrated strategy. \n The likely scope is within the rewards portfolio, which includes products such as Reserve for Business and Ink Business Preferred, although the exact assignment is still being determined. \n The role may initially provide broad portfolio leadership while covering a four-month team leave beginning in January, then transition into permanent ownership of a defined card portfolio. \n Key Responsibilities: \n Own the P&L, business strategy, performance, and roadmap for an assigned Small Business Card product. \n Serve as the central subject-matter owner for the card and maintain an integrated view of customers, economics, benefits, marketing, partnerships, credit risk, and operations. \n Monitor business performance, identify drivers and emerging issues, and initiate actions that improve growth, engagement, retention, and profitability. \n Evaluate the product value proposition and identify white-space opportunities to evolve the card rather than simply maintain the existing business. \n Partner with Corporate Development and other teams to assess new partnerships, evaluate existing partnerships, and determine where benefits or alliances should change. \n Guide what should be marketed, to whom, and through which channels in partnership with marketing and customer-experience teams. \n Work with risk partners to understand portfolio performance, balance growth and credit outcomes, and make informed commercial decisions. \n Lead cross-functional product changes through business cases, project plans, approvals, customer communications, marketing, legal, compliance, and implementation. \n Operate effectively in ambiguity, establish priorities without a predefined playbook, and create momentum across teams that own individual components of the card. \n Required Qualifications: \n Demonstrated experience owning or materially influencing a consumer or small-business product P&L. \n Strong understanding of card or lending economics, customer behavior, product positioning, marketing, risk, and financial-performance levers. \n Experience managing a product or business across multiple functional owners, including marketing, finance, risk, partnerships, operations, legal, and technology. \n Ability to diagnose performance, identify growth or optimization opportunities, and convert insights into an executable commercial roadmap. \n Track record of operating independently in ambiguous environments and proactively advancing a business without a fixed playbook. \n Strong executive communication and the judgment to serve as the central business owner for a complex financial product. \n Preferred Qualifications: \n Direct ownership of a credit-card portfolio or comparable premium-card product. \n Experience with rewards cards, premium benefits, partner ecosystems, or products comparable to those offered by American Express or Capital One. \n Experience developing card business cases, financial models, product changes, and multi-year roadmaps. \n Knowledge of Small Business Card customers and their spend, borrowing, servicing, and rewards needs. \n Success in the first six months: \n Develop a complete understanding of the assigned card P&L, customer base, performance drivers, risks, partnerships, and value proposition. \n Provide immediate portfolio leadership and maintain business continuity during the anticipated team leave. \n Integrate into the 2027 roadmap and take ownership of full project plans for priority card changes. \n Identify actionable white-space, partnership, marketing, benefit, customer-experience, or risk opportunities that can improve long-term performance.

Strategic Finance Lead | High Growth Fintech | New York \n \n About the Company \n \n We're a high-growth technology business building a global platform that helps organisations manage digital transactions and payments more effectively. \n \n The business is scaling internationally, with a growing customer base and increasingly sophisticated commercial and operational model. Finance has a genuine influence on how the business grows, allocates capital and evaluates new opportunities. \n \n The Role \n \n We're looking for a Senior Strategic Finance professional to become a key Finance partner across the company's highest-priority growth initiatives. \n \n You'll work closely with senior leadership across Revenue, Product, Business Development and Corporate Development, owning analysis that informs commercial decisions, product investment, partnerships, M&A and strategic initiatives. \n \n This is a role for someone who wants to move beyond reporting and become a genuine strategic partner to the business. \n \n What You'll Do \n\n • Partner with senior leaders across Revenue, Product, Business Development and Corporate Development.\n, • Own budgeting, forecasting and long-range financial planning.\n, • Build financial models covering revenue, margins, unit economics, valuation and scenario analysis.\n, • Evaluate strategic partnerships, pricing models, new products and investment opportunities.\n, • Support M&A and build / buy / partner decisions.\n, • Partner with Revenue leadership on sales planning, pipeline, bookings and customer economics.\n, • Build business cases for investments, organisational changes and strategic initiatives.\n, • Prepare executive reporting and strategic planning materials.\n, • Translate complex analysis into clear recommendations for senior leadership.\n, • Work cross-functionally with Finance, Accounting, Legal, Tax, Treasury, Data, Product and GTM.\n, • Improve reporting, modelling and analytical processes through automation and AI.\n\n \n What You'll Bring \n\n • 5+ years of experience across Strategic Finance, FP&A, Corporate Development, Investment Banking and/or Private Equity.\n, • Experience in a fast-paced, high-growth technology, fintech, payments, SaaS or financial services business.\n, • Strong financial modelling and scenario-planning skills.\n, • Experience with revenue modelling, unit economics, valuation, investment cases or M&A.\n, • Strong commercial judgement and the ability to turn analysis into clear recommendations.\n, • Experience partnering with senior leadership and influencing cross-functional stakeholders.\n, • Strong executive communication and presentation skills.\n, • Ability to work independently and take ownership of ambiguous projects.\n, • Advanced Excel / Google Sheets and PowerPoint / Google Slides skills.\n, • Comfortable using AI tools to improve analysis, research and workflows.\n\n \n Backgrounds of Interest \n We're particularly interested in candidates from: \n\n • Fintech and payments\n, • Financial services\n, • B2B SaaS\n, • Financial software\n, • High-growth technology\n, • Investment banking / Private Equity\n, • Big 4 / Transaction Advisory\n\n \n Experience in subscription, payments or transaction-driven businesses is particularly relevant. Familiarity with digital assets, crypto or financial infrastructure is a plus. \n \n You'll Thrive Here If... \n\n • You want to influence decisions rather than simply report on them.\n, • You enjoy solving ambiguous problems and building models from scratch.\n, • You like working across Finance, Product, Revenue and Strategy.\n, • You're comfortable working directly with senior leadership.\n, • You take ownership and operate with limited oversight.\n, • You're interested in using AI as part of your everyday Finance toolkit.\n\n \n Compensation & Benefits \n \n Competitive compensation package including healthcare, 401(k) matching, paid parental leave, generous vacation and professional development support. \n Base salary: $140,000 - $185,000, with total compensation determined by experience, skills and qualifications. \n

My client is seeking a Business Systems Director to oversee our ERP system, business applications, and technology processes. This role will serve as the primary point of contact for system support, process improvements, and future technology initiatives, including PLM implementation. \n Responsibilities \n\n • Administer and maintain the ERP system, ensuring data integrity, workflows, and user access.\n, • Serve as the primary contact for all business systems issues and requests.\n, • Manage and prioritize system needs across Merchandising, Production, Sales, Operations, and Finance.\n, • Lead PLM evaluation, selection, and implementation projects.\n, • Support EDI transactions and retail portal functionality.\n, • Manage software vendors and technology partners.\n, • Coordinate basic IT support, including hardware, network, and security needs.\n, • Develop and maintain system documentation and SOPs.\n\n Qualifications \n\n • 5+ years of experience in business systems, ERP administration, or IT.\n, • Apparel, wholesale, or consumer products experience preferred.\n, • Hands-on ERP administration experience; Coreforce is a plus.\n, • Strong analytical and problem-solving skills.\n, • Experience leading a system implementation from start to finish.\n, • Ability to work independently and manage multiple priorities.\n\n Preferred \n\n • PLM implementation experience.\n, • EDI troubleshooting experience.\n\n

ABOUT SONATA SOFTWARE \n Sonata Software, with over $1.2 Billion Revenue, is a leading AI-first Modernization Engineering company, powered by our unique PlatformationTM framework. Our 6400+ AI Engineers are helping enterprises transform from systems to intelligent business platforms leveraging partner ecosystem to drive speed, efficiency and growth. Our bouquet of Modernization Engineering Services with AI -first approach cuts across Cloud, Data, AI, Dynamics, Test Automation, and Managed Services. \n Sonata’s AI-led modernization is enabled by a powerful suite of proprietary tools and assets. At the core is the Harmoni.AI Enterprise Platform, which includes Agent Bridge-a governance and observability framework; Agent Builder-a development toolkit for fungible agents integrated into enterprise systems; and the Agent Marketplace-an internal ecosystem for modular, reusable agents. \n Headquartered in Bengaluru, India, Sonata Software has a strong global presence, including key regions US, UK, India, Malaysia, Mexico, Australia, DACH (Germany/Switzerland) & Nordics (Finland). We are a trusted partner of Fortune 500 companies in Banking, Financial Services and Insurance; Healthcare and Lifesciences; Telecom, Media, and Technology; and Retail, Manufacturing and Distribution space. \n Deep collaborations with partners like Microsoft, AWS, Salesforce, and Snowflake strengthen our ability to deliver cutting-edge AI solutions. Our 30+years of partnership with Microsoft, and being part of the elite Microsoft Inner Circle, places us among the top 1% of global Microsoft partners. Sonata is now among the first companies to earn the Microsoft Frontier Partner Badge Also; Sonata Software is proud to achieve AWS Premier Tier Status in the AWS Partner Network. \n \n Job Title- Project Manager – Banking & Payments \n Location: Berkeley Heights, NJ \n \n We are seeking a skilled and experienced Project Manager Payments will lead complex, business-side transformation initiatives for large global banks, focusing on payments and trade finance. This is a functional/delivery PM role (not pure IT PM), driving end to end project lifecycle, process improvement, and digital transformation, while managing senior stakeholders across geographies. \n \n Roles and Responsibilities \n\n • Own end to end delivery of payments and trade finance transformation projects within global banking environments.\n, • Plan, track, and manage project scope, timelines, budgets, risks, issues, dependencies, and benefits.\n, • Lead functional change initiatives (not pure tech PM), including operating model, process, and policy changes.\n, • Drive digital transformation projects (at least 23 large digital deliveries in banks) in payments and related domains.\n, • Conduct change impact assessments and ensure effective communication and stakeholder alignment.\n, • Work closely with senior business stakeholders across regions; manage expectations, negotiations, and escalations.\n, • Prepare and present project status reports, steering decks, risk/issue logs, and resourcing plans.\n, • Champion Agile ways of working; align teams to Agile practices and cadences.\n, • Ensure projects deliver tangible business outcomes rather than purely consulting artefacts.\n, • Strong functional project management background in global banks.\n, • Deep banking domain understanding with global bank exposure (mandatory).\n, • Handson experience in Trade Finance and Payments (payments transformation, digital payments journeys, process change).\n, • Proven experience delivering transformation projects (business/functional), not just IT implementation.\n\n \n Why join Sonata Software? \n At Sonata, you´ll have an outstanding opportunity. The chance to use your skills and imagination to push the boundaries of what´s possible. To build never seen before solutions to some of the world’s toughest problems. You´ll be challenged, but you will not be alone. You´ll be joining a team of diverse innovators, all driven to go beyond the status quo to craft what comes next. \n \n Sonata Software is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender identity, age, religion, disability, sexual orientation, veteran status, marital status, or any other characteristics protected by law. \n

Trident Consulting is currently seeking an ”AV Support Technician" for one of our clients in "New York, NY(Onsite)". A global leader in business and technology services. \n \n Role: AV Support Technician \n Location: NYC, NY(Onsite) \n Type: W2 Contract \n \n Required Skills: \n\n • 5+ years of experience in IT/AV support, with a strong focus on conference room and meeting-space AV.\n, • Hands-on experience with Logitech Rally products, including Rally Bar, Rally Bar Mini, cameras, speakers, and microphones.\n, • Hands-on experience with Neat Bar Pro or similar all-in-one video conferencing systems.\n, • Experience configuring and troubleshooting room scheduling displays.\n, • Strong hands-on experience troubleshooting Google Meet hardware and software.\n, • Demonstrated experience building and troubleshooting conference rooms from the ground up.\n, • Experience with mounting, cabling, configuration, provisioning, and testing AV equipment.\n, • Hands-on experience operating live event AV equipment, including video switchers, audio mixing consoles, and streaming/recording encoders.\n, • Working experience with Q-SYS or similar audio DSP/control platforms.\n, • Experience independently supporting the technical operation of live corporate events, All-Hands meetings, town halls, or similar productions.\n\n \n About Trident Consulting \n Trident Consulting is an award-winning staffing and consulting firm headquartered in San Ramon, CA. Since 2005, we’ve partnered with Fortune 500 and high-growth companies to deliver high-quality talent across technology, engineering, business operations, and professional services. \n \n We specialize in contract, contract-to-hire, and direct hire placements, supporting roles across IT, data & analytics, cloud, cybersecurity, finance & accounting, HR, operations, and more. With a strong focus on hard-to-fill and niche positions, our global recruiting engine enables us to deliver speed, quality, and scale.

Description: \n Titie : Technical Program manager \n Duration 6+ months of contract \n Location: New York, NY \n \n Need locals for this position, H1 can apply for this position and USSC and GC will not accepted on C2C. \n \n Engagement: Consulting Scope: Global | Multi-Million-Dollar Strategic Technology Program Management \n Position Overview \n Enterprise Network Services (ENS) delivers the network, datacenter, and connectivity foundation supporting the firm's business, trading, and cloud platforms. The Technical Program Management team owns intake, chartering, governance, and end-to-end delivery of ENS's most complex strategic programs We are seeking a highly experienced Senior Technical Program Manager (TPM) to lead complex, multi-million-dollar strategic infrastructure programs across a global enterprise technology environment.This is a senior, hands-on program leadership role, not a project coordination position. The successful candidate will have strong technical fluency across enterprise networks, compute, data centers, cloud infrastructure, trading infrastructure, resiliency, and technology risk, combined with exceptional program execution and executive communication skills.The TPM must be able to take an initiative from an ambiguous strategic objective, build the charter and execution model from the ground up, establish governance, create an integrated roadmap, manage financials and dependencies, align global teams, resolve difficult issues, and drive measurable outcomes. \n \n Key Responsibilities \n Technical understanding and working knowledge \n TEAM PLAYER IS A MUST \n Lead large, complex, multi-million-dollar technology infrastructure programs from charter through implementation and closure. \n Develop program charters, scope, objectives, success criteria, roadmaps, milestones, governance, RACI, KPIs/KRIs, and execution plans. \n Manage multiple interconnected workstreams across Network, Compute, Cloud, Data Centers, Trading Infrastructure, Engineering, Architecture, Cybersecurity, Risk, Operations, Finance, Procurement, and vendors. \n Own integrated program plans, critical paths, cross-team dependencies, RAID management, change control, and executive escalations.? Manage program budgets, forecasts, actuals, resource plans, and financial variances. \n Identify technical, operational, financial, and organizational risks early and drive mitigation and resolution.? Lead executive steering committees and provide concise, decision-oriented reporting to senior management. \n Translate complex technical issues into clear business impact, options, recommendations, and decisions.? Influence teams and senior stakeholders without relying on direct authority. \n Navigate difficult conversations, conflicting priorities, and high-pressure situations while maintaining accountability and forward momentum. \n Build strong partnerships across globally distributed teams and create a culture of transparency, ownership, and execution. \n \n Required Experience \n Bachelor's degree in Computer Science, Engineering, Information Technology, or a related field. \n 10+ years in technical program/project management, including 5+ years leading enterprise-scale network or infrastructure programs. \n Proven delivery of multi-million-dollar, multi-workstream strategic programs in complex global organizations. \n Demonstrated ability to create and launch programs from concept/charter, not simply inherit established project plans. \n Proven ability to author program charters and business cases and secure funding approval. \n Deep working knowledge of enterprise network infrastructure, datacenters, enterprise computing, and cloud connectivity. \n Expert-level Jira; strong Power BI (or equivalent) reporting; Confluence for documentation and knowledge management. \n Exceptional written and verbal communication; proven track record presenting to and influencing senior executives. \n Strong command of Agile, Scrum, and waterfall methodologies, with the judgment to know when to apply each. \n Track record of succeeding in contract, consulting, or interim engagements with minimal ramp-up time. \n Comfort with ambiguity; ability to bring unfocused, contested issues to a decision. \n Strong financial management, forecasting, governance, and resource-management experience. \n Strong technical aptitude with the ability to challenge assumptions and communicate credibly with engineers and architects. \n Must be based in or able to commute to New York, NY; on-site presence required per firm hybrid policy. \n Strong experience across several of the following:oEnterprise Network InfrastructureoEnterprise ComputeoData CentersoCloud / Hybrid Cloud InfrastructureoTrading / Low-Latency InfrastructureoInfrastructure ModernizationoTechnology Risk & ControlsoOperational Resilience / Disaster RecoveryoCybersecurity and Infrastructure Lifecycle ManagementPreferred?Financial Services / Capital Markets experience strongly preferred. \n Experience supporting trading, markets, or other mission-critical/high-availability technology environments. \n Experience with global infrastructure transformation, cloud adoption, network modernization, data center migration/consolidation, or technology resiliency programs. \n Experience operating in highly regulated and risk-controlled environments. \n PMP, Agile, ITIL, SAFe, Cisco CCNA/CCNP, CISSP, Cloud (AWS/Azure/GCP) certifications. \n What We Are Looking ForWe need a program leader, not a program administrator.The right candidate can operate comfortably from the executive level down to detailed execution. They know the program's strategic objectives, financial position, critical path, major dependencies, technical risks, unresolved decisions, and stakeholder dynamics.They bring structure to ambiguity, challenge constructively, anticipate problems, hold teams accountable, bring people together, and remain composed when programs become difficult.Success in this role requires the combination of technical credibility + strategic thinking + disciplined execution + financial acumen + executive communication + leadership through influence.

Job Description About Vic Ai We're a rapidly growing SaaS startup leading the digital transformation revolution for financial intelligence, accounting, and back-office automation. Our proprietary AI and elegantly crafted UIs combine to give accountants and finance teams automation capabilities they've never had before. Our solution enables our customers to modernize their legacy workflows and processes which result in a meaningful reduction in costs and inefficiencies. Vic.ai has had incredible success in Europe and we are now building our North-American Enterprise sales team. We are backed by top-tier Silicon-Valley investors ICONIQ Growth, Costanoa Ventures, Cowboy Ventures, and GGV Capital. We are a talented, hard-driving team led by experienced entrepreneurs. If you're an enthusiastic, detail-oriented, curious disruptor, come build with us - you'll fit right in! Position Summary • The primary role of an Enterprise Sales Representative is to maximize revenue by selling the products of Vic.ai directly to prospective clients at medium and large companies in the accounting space. If you have a passion for winning and a proven track record of success in selling, you should send us your resume! As a startup company, we're looking for people that are flexible, open-minded and able to drive the business forward. Expectations for Success • Meet or exceed monthly and annual revenue objectives, • Source, identify, qualify and close new opportunities, • Build and manage your own pipeline, • Driven & committed to success, • Flexible in a startup culture, • Coachable and able to work with team members to follow the sales process Must Have • Experience and success at a startup, • Proven hunter with a strong desire to win and make an impact, • Be a high-energy, motivated self-starter and team player, • Ability to learn and adapt quickly, • Knowledge in selling high-end solutions that involve both line of business and technical stakeholders, • Significant track record of quota over-achievement versus peers, • Ability to effectively engage and communicate with Senior and C-Level Executive, • Strong organizational and forecasting skills, • Demonstrate outstanding communication skills, business maturity and professionalism, • This position may require travel up to 30%-40% of the time, • Critical Thinking Skills. Able to grasp technical and abstract concepts and translate into business conversation, • BS/BA or equivalent What we offer • An exciting work environment operating at the forefront of AI technology development, • Competitive salary, • 401K, health/vision/wellness perks (including health insurance coverage option 100% free for the employee AND family and perks like ClassPass and CitiBike!), • Generous maternity and paternity leave, • Virtual team building events & awesome swag, • People-focused culture, adding-value and fun to our meetings, • Generous vacation time, family and travel-friendly environment, • Work alongside an enthusiastic, collegial, and driven team in a highly meritocratic environment, • The opportunity to work remotely, including workstation setup, • A team-focused culture. The team builds the product, the business builds the team.

Job Description We're seeking Sales Consultants to join our commercial finance team, helping small and mid-sized businesses access capital solutions that fuel their growth. In this role, you'll act as a trusted advisor to business owners, conducting needs assessments and matching them with appropriate financing products including working capital loans, equipment financing, and business lines of credit. This is a commission-based consultative sales role with unlimited income potential. Our top-performing consultants earn $400,000-$600,000 annually, with senior advisors leading teams exceeding $1,000,000 per year. Ideal for professionals with consultative sales experience in financial services, insurance, B2B solutions, or relationship-driven sales environments who want greater earning potential and schedule flexibility. WHAT YOU'LL DO Client Consultation & Advisory • Conduct 300-600 outbound call attempts daily to business owners using our power dialer, • Perform discovery consultations to understand business objectives and capital needs, • Assess financial situations and recommend appropriate lending solutions, • Build trust and credibility as a financial resource for growing businesses Sales & Relationship Management • Present tailored financing packages aligned with client business goals, • Guide clients through the application and approval process with support from our processing team, • Collaborate with senior advisors on deal structuring and closing strategies, • Develop long-term client relationships that generate repeat business and referrals Business Development • Build a portfolio of satisfied clients who return for future financing needs, • Establish referral partnerships with accountants, attorneys, and business networks, • Create predictable revenue streams through relationship cultivation, • Leverage your professional network to generate warm opportunities EARNINGS POTENTIAL Commission-Based Compensation (Temporary base salary) • Year 1: $60,000-$150,000 (establishing your client base), • Years 2-3: $150,000-$300,000 (leveraging repeat business and referrals), • Top Performers: $400,000-$600,000+ annually, • Senior Advisors with Teams: $1,000,000+ annually COMPREHENSIVE SUPPORT PROVIDED Training & Mentorship • In-depth training on commercial lending products, credit analysis, and underwriting basics, • Advanced sales training in consultative selling and objection handling, • One-on-one mentorship from veteran advisors earning $500,000+, • Weekly strategy sessions and continuous professional development Technology & Infrastructure • Power dialer system with built-in CRM and lead management, • Business intelligence and contact data tools, • Professional communication platform, • Full training on all systems and technology Operational Support • Complete back-office processing team handles all paperwork and underwriting coordination, • Senior advisors provide deal structuring guidance and closing support during ramp period, • Compliance and documentation assistance for all transactions, • Dedicated team manages lender relationships and funding logistics IDEAL CANDIDATE PROFILE You'll excel in this role if you have: ✓ Consultative sales experience - Background in financial services, insurance, B2B solutions, or relationship-based sales ✓ Business acumen - Understanding of how businesses operate and their capital needs ✓ Relationship focus - You build long-term partnerships, not just transactional sales ✓ High-activity orientation - Comfortable with 300-600 daily call attempts via power dialer ✓ Self-direction - Proven ability to manage your own schedule and stay productive ✓ Professional maturity - You represent yourself and the company with integrity ✓ Results-driven - Track record of meeting or exceeding performance goals Preferred Background: • 2+ years in consultative or relationship-based sales, • Experience in financial services, insurance, lending, or fintech, • Previous work with business owners or B2B decision-makers, • Familiarity with financial concepts and business financing, • History of building and maintaining a book of business WHAT TO EXPECT Work Environment: • Flexible schedule with the autonomy to manage your own time, • High-activity role focused primarily on outbound prospecting and relationship building Realistic Timeline: • Months 1-3: Intensive training and initial prospecting with mentor support, • Months 4-6: Begin closing deals independently while building client relationships, • Months 7-12: Establish consistent production and develop repeat client base, • Year 2+: Leverage established relationships and referrals for compounding income growth Important Considerations: • Commission compensation with variable income based on performance, • Initial ramp period of 3-6 months before reaching consistent income levels, • Success requires self-discipline, time management, and consistent daily activity Requirements For financial services professionals: Leverage your existing knowledge and relationships while earning significantly more than traditional salary-based roles. For insurance agents: Apply your consultative skills to business financing with higher commission potential and faster deal cycles. For B2B sales professionals: Transition into financial services with comprehensive training and support while maintaining the relationship-building approach you excel at. For relationship sellers: Build a sustainable practice with recurring clients and referral income that compounds over time. REQUIREMENTS Essential: • Experience in consultative or relationship-based sales not required, but preferred, • Proven track record of meeting or exceeding sales targets, • Strong communication and relationship-building abilities, • Comfortable with high-volume outbound calling as primary prospecting method, • Self-motivated with excellent time management skills, • Reliable home office setup with high-speed internet, • Legal authorization to work in the United States Benefits You'll need: • Professional phone presence and business communication skills, • Ability to understand and explain financial concepts to business owners, • Resilience and positive attitude when facing rejection, • Commitment to following our proven sales methodology, • Willingness to invest 6-12 months building your client base Must be in the office, no remote available. Looking for an immediate hire. Apply today and take the first step toward a career without limits. High rise Capital is an equal opportunity employer committed to building a diverse team of financial professionals across the United States.

Job Description About Financial Edge Do you have a passion for finance? Do you enjoy teaching your juniors or are you an experienced trainer? Then read on. Financial Edge specializes in developing the technical skills of finance professionals through a combination of classroom training and eLearning products. Chosen by the world’s top investment banks to deliver their new hire training from interns to associates, last summer alone we taught over 9,000 participants across 4 continents. We are a small, friendly and ambitious team, bringing multi-format content design for unparalleled participant engagement in and out of the classroom. We focus on equipping participants with hands-on practical skills. All of our training, be it live or e-delivered, is centered around case studies and client-specific solutions. The integration of technology into every program helps to create individualized learning paths, taking participants’ experience and desk needs into account. We are looking for Instructors to join our associate team. We are looking for expertise in corporate finance, markets, asset management, equity research, risk management and corporate banking. We offer competitive rates, regular trainer teach-ins and the opportunity to work with some of the brightest new hires in finance. Role Description • Deliver up to 50 days of training per annum to classes of between 5 and 150 people, • Design and develop new specialist training courses, including e-learning, in topics cross all banking divisions, • Build relationships with leading investment banks and hedge fund clients across the world, • Frequent international travel Essentials • Be available during our busy season from June through to end of August, • Significant experience in the financial services sector be it banking, consulting or accounting, • Training experience both in class and virtual, • Proficient in Excel, • Excellent analytical skills, • Be confident in presenting and possess excellent communication skills, • Degree educated or equivalent experience, • A real passion for finance

Job Description Sales Representative BMW of Long Island City | 38-15 Queen Blvd Long Island City, NY 11101 Full-Time | $50,000–$100,000+ Potential | Uncapped Commission | No Sundays BMW of Long Island City is seeking an Automotive Sales Representative to join our growing dealership team. We’re looking for a polished, customer-focused sales professional who can deliver the personalized, high-touch experience expected by luxury automotive customers. Luxury automotive sales experience is strongly preferred. We also welcome candidates with experience representing German automotive brands at any level, as well as hospitality professionals who understand how to anticipate customer needs, build lasting relationships, and provide an exceptional guest experience. What We Offer • Uncapped commission and performance-based earning opportunities, • Estimated total annual compensation of $50,000–$100,000+, including base pay and commissions, • Paid training, • Medical, Dental & Vision, • Paid Time Off, • 401(k), • Career advancement opportunities, • Five-day workweek, • No Sundays, • Saturdays required What You’ll Do • Assist customers in selecting new and pre-owned vehicles that meet their needs, preferences, and budget., • Build relationships with customers in person, by phone, and through internet leads, • Respond promptly to leads and schedule appointments, • Conduct professional vehicle presentations and test drives, • Overcome objections and close sales, • Follow up consistently with leads, appointments, prior customers, and unsold prospects., • Maintain customer information and activity in the CRM, • Complete sales paperwork accurately, • Partner with sales management and the finance team to complete vehicle transactions, • Deliver vehicles and explain features, warranties, and paperwork, • Build repeat and referral business through excellent customer service, • Follow dealership policies and applicable New York State and federal automotive sales laws What We’re Looking For • Luxury automotive sales experience strongly preferred., • Experience with BMW or another German automotive brand at any level is highly valued., • Candidates with a luxury hospitality, hotel, fine-dining, or other high-end customer service background are also encouraged to apply., • Professional presence and a polished, customer-focused approach., • Ability to provide a personalized, high-touch sales experience., • Strong communication, interpersonal, and relationship-building skills., • Self-motivated, competitive, and driven by results and earning potential., • Strong organization, follow-up, and attention to detail., • Ability to build long-term client relationships and generate repeat and referral business., • Comfortable using computers, CRM systems, and other sales technology., • Ability and willingness to learn BMW products, dealership processes, and compliance requirements., • Valid driver’s license and a driving record that meets the dealership’s insurance and vehicle-use requirements., • Availability to work Saturdays and other scheduled dealership hours. Employment may be contingent upon successfully completing a background check and driving-record review conducted in accordance with applicable law. Experience That Transfers Well Automotive Sales | Car Sales | Retail Sales | Inside Sales | Outside Sales | Commission Sales | Consumer Finance | Call Center Sales | Business Development | Appointment Setting | Customer Service | Hospitality Previous luxury or automotive sales experience is preferred; however, we will train an exceptional candidate with a strong luxury hospitality or high-end customer service background. If you’re competitive, personable, motivated by money, and ready to build a career in automotive sales, apply today!

Job Description Sales Representative Manhattan Jeep | New York, NY - 629 West 54th Street, New York, NY 10019 Full-Time | $50,000–$100,000+ Potential | Uncapped Commission | No Sundays Manhattan Jeep is hiring an Automotive Sales Representative to join our growing dealership team. We’re looking for a motivated, customer-focused sales professional who wants uncapped earning potential, paid training, and opportunities for career growth. Automotive sales experience is preferred, but sales experience from retail, consumer finance, call centers, hospitality, or other customer-facing industries is highly transferable. What We Offer • Uncapped commission and performance-based earning opportunities, • Estimated total annual compensation of $50,000–$100,000+, including base pay and commissions, • Paid training, • Medical, Dental & Vision, • Paid Time Off, • 401(k), • Career advancement opportunities, • Five-day workweek, • No Sundays, • Saturdays required What You’ll Do • Assist customers in selecting new and pre-owned vehicles that meet their needs, preferences, and budget., • Build relationships with customers in person, by phone, and through internet leads, • Respond promptly to leads and schedule appointments, • Conduct professional vehicle presentations and test drives, • Overcome objections and close sales, • Follow up consistently with leads, appointments, prior customers, and unsold prospects., • Maintain customer information and activity in the CRM, • Complete sales paperwork accurately, • Partner with sales management and the finance team to complete vehicle transactions, • Deliver vehicles and explain features, warranties, and paperwork, • Build repeat and referral business through excellent customer service, • Follow dealership policies and applicable New York State and federal automotive sales laws What We’re Looking For • Previous automotive, retail, commission, or customer-facing sales experience preferred., • Strong communication and interpersonal skills., • Professional, customer-focused approach., • Self-motivated, competitive, and goal-oriented., • Strong organization and follow-up skills., • Comfortable using computers, CRM systems, and other sales technology., • Ability and willingness to learn dealership products, processes, and compliance requirements., • Valid driver’s license and a driving record that meets the dealership’s insurance and vehicle-use requirements., • Availability to work Saturdays and other scheduled dealership hours., • Employment may be contingent upon the successful completion of a background check and driving-record review conducted in accordance with applicable law. Experience That Transfers Well Automotive Sales | Car Sales | Retail Sales | Inside Sales | Outside Sales | Commission Sales | Consumer Finance | Call Center Sales | Business Development | Appointment Setting | Customer Service | Hospitality Automotive sales experience is a plus, but we will train the right candidate. If you’re competitive, personable, motivated by money, and ready to build a career in automotive sales, apply today!

Job Description Automotive Sales Representative Hawthorne Chevy | 1180 Goffle Rd. Hawthorne, NJ 07506 Full-Time | $50,000–$100,000+ Estimated Earning Potential | Uncapped Commission | No Sundays Hawthorne Chevy is seeking a motivated, customer-focused Automotive Sales Representative to join our team. Serving an established community with a loyal customer base, our dealership values lasting relationships, personalized service, and a sales experience built on trust. We’re looking for a dependable, driven sales professional who takes ownership of results and wants to build a long-term career. Previous Chevrolet sales experience is strongly preferred. Success in this role requires consistent follow-through, a commitment to customer satisfaction, and the ability to turn strong relationships into repeat business, referrals, and sales growth. What We Offer • Estimated total annual compensation of $50,000–$100,000+, including base pay and commissions, • Uncapped commission and performance-based earning opportunities, • Commission rates increase with tenure, • Paid training, • Medical, dental, and vision insurance, • Paid time off, • 401(k), • Career advancement opportunities, • Five-day workweek, • No Sundays; Saturdays required Actual earnings vary based on individual sales performance. What You’ll Do • Help customers select new and pre-owned vehicles that meet their needs, preferences, and budget., • Provide a professional, personalized sales experience that builds trust and long-term customer loyalty., • Develop strong relationships with new customers and the dealership’s established customer base., • Respond promptly to internet and phone leads, schedule appointments, and follow through consistently., • Conduct vehicle presentations and test drives, clearly explaining features, technology, and benefits., • Understand customer concerns, address objections professionally, and guide customers toward a purchase decision., • Work toward established sales and customer satisfaction goals., • Maintain accurate customer information and sales activity in the CRM., • Partner with sales management and the finance team to complete transactions and documentation accurately., • Coordinate vehicle deliveries and explain features, warranties, and related paperwork., • Maintain contact after the sale to support customer satisfaction, repeat purchases, and referrals., • Follow dealership policies and applicable New Jersey and federal automotive sales requirements. What We’re Looking For • Previous automotive sales experience preferred; Chevrolet dealership sales experience strongly preferred., • A record of sustained contributions in previous roles and an interest in building a long-term career with our dealership., • Dependability, a strong work ethic, and consistent follow-through on commitments to customers and teammates., • Self-motivated and goal-oriented, with the drive to meet sales goals and continually improve performance., • Strong communication and relationship-building skills, with the ability to earn customer trust., • A professional, attentive approach to serving customers who value personalized service and lasting relationships., • Strong organization, attention to detail, and customer follow-up skills., • Comfortable using CRM systems, computers, and other sales technology., • Willingness to learn Chevrolet products, dealership processes, and compliance requirements., • Bilingual English/Spanish skills are a plus., • Valid driver’s license and a driving record that meets the dealership’s insurance and vehicle-use requirements., • Availability to work Saturdays and other scheduled dealership hours. Build Your Career With Hawthorne Chevy If you’re a dependable, relationship-focused sales professional who takes pride in customer service and is motivated by results and earning potential, apply today! Hawthorne Chevy is an equal opportunity employer.

Job DescriptionAbout Us Odeko is the all-in-one operations and technology partner to more than 20,000 independent coffee shops, cafes and other food establishments. Through the Odeko web portal and mobile app, customers can purchase supplies from hundreds of national and local brands, track ordering trends, finance equipment, and access insurance. Customers that use Odeko can increase their revenue, reduce their environmental footprint, and save significantly on their cost of goods and time spent on vendor management. Odeko is on a mission to continuously develop technology to champion your neighborhood cafes, coffee shops, and other independent F&B establishments. Local coffee shops and cafes are the backbone of any given community, and we're here to help manage the day-to-day tasks with a platform so intuitive, it's kinda like magic. The Odeko team is diverse, passionate, and innovative. Our 400+ employees are spread across numerous departments and business lines, but are single-minded in our mission to develop technology to support the many needs of our customers. We believe that small businesses need support now more than ever, and that Odeko is uniquely positioned to provide that support. We are looking for a Delivery Driver to join our team in New Jersey. Drivers must have a valid driver's license and experience safely driving a 26' box truck in city environments. Experience navigating New Jersey and New York is preferred. Location: 125 State St, Moonachie, NJ 07074 Schedule: Multiple Schedules Available 7 PM - 5:30 AM ???? Pay: $21.50/hr base + up to $700/month in bonuses. Top performers can earn an effective $25.86/hr! ???? NO CDL REQUIRED! Join the best last-mile distribution company with an unbeatable value proposition. If you're an experienced driver looking for strong earning potential, consistent overnight work, and great benefits, this is an opportunity to put your driving experience to work. What your shift will look like: • Drive across New Jersey delivering customer orders while following all safety protocols, • Follow the customer's delivery instructions and ensure orders are delivered accurately, safely, and professionally, • Enter and exit the vehicle from the driver's door/cargo bay doors to pull the customer's order and stack it on the dolly, ensuring no product is damaged in the process, • Determine placement of merchandise while following safety and lifting protocols during deliveries, • Use a hand truck to move cases and loose items across various building obstacles such as stairs, ramps, and sidewalks, • Delivery includes multiple stops per night upwards of 150-200 items per stop including milk, alt milk, sandwiches, etc., • Delivery confirmation with provided phone at each delivery stop, • Required to pick up empty crates and trays and return to the warehouse at the end of each shift, • Correctly identify any order issues and resolve them in real-time, • Utilize a handheld device for routing and obtaining or submitting customer information, • Using an RF scanner, identify and pull items to build customer orders, • Frequently move boxes weighing up to 60 pounds throughout the fulfillment center, • Operate a hand truck, pallet jack, or electric pallet jack to move inventory across the fulfillment center, • Assist with the loading and unloading of merchandise and non-inventory in and out of delivery vehicles, trucks, and vans, • Perform all tasks as assigned Qualifications: • Must have 1+ year of experience safely driving a 26' box truck in city environments, • No CDL required, • Valid Driver's License, • Clean driving record / satisfactory MVR check required, • Able to safely operate a 26' box truck with lift gate, • Experience navigating New Jersey and New York is preferred, • Food delivery and food safety experience is a plus, • Able to lift items up to 60 lbs, • Must be able to read, write, & understand/speak English, • Strong customer service skills and ability to follow customer delivery instructions Benefits: • Health Insurance, • Dental Insurance, • Vision Insurance, • 401(k) / Retirement Plan, • Paid Time Off, • Paid Holidays What you'll love about Odeko: • Fast-paced environment and growth opportunities - plenty of room for you to directly impact the company and enhance your career!, • Competitive compensation, healthcare benefits, and opportunity for equity, • Other great perks - Full lists of benefits available upon request Odeko is proud to be a diverse, equitable, and inclusive employer. We encourage all to apply regardless of educational background, race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status.

The SVP, Business Development is a senior-level commercial leader responsible for driving net-new customer revenue across the Northeast while contributing to broader SOCOTEC US revenue growth. The SVP also leads SOCOTEC USA’s national Proposal organization, providing strategic and operational leadership to ensure the Proposal function has the people, processes, tools, and operating disciplines necessary to support sustainable organic growth. \n \n This role is responsible for improving proposal quality, consistency, turnaround time, and win rates, while also advancing commercial infrastructure, systems, data and analytics, customer experience, and commercial transformation initiatives — including the effective application of AI and automation to improve commercial effectiveness. \n \n The role partners closely with the COO and executive and cross-functional leadership across Operations, Finance, Marketing, HR, IT, and the business units to establish scalable processes, tools, governance, and performance measures that strengthen SOCOTEC’s commercial capabilities. \n This is not a traditional, commission-driven sales role. The position is designed around strategic business development, pursuit leadership, proposal excellence, and broader commercial growth. The SVP serves as a senior bridge between pursuit execution, net-new revenue generation, and organizational growth strategy, helping SOCOTEC build a more consistent, data-driven, customer-centric, and commercially effective organization. \n \n Key Responsibilities \n Business Development & Revenue Generation \n\n • Drive net-new customer revenue generation across the Northeast, with an initial focus on developing new client relationships, expanding market share, and building a strong regional pipeline.\n, • Contribute to broader SOCOTEC US revenue growth through cross-regional collaboration, strategic account development, and identification of cross-selling opportunities.\n, • Build and maintain a strong pipeline of prospective clients, partnering with regional and business-unit leadership to identify, qualify, and pursue high-value opportunities.\n, • Develop and execute business development strategies that align with SOCOTEC’s broader growth objectives and market priorities.\n, • Represent SOCOTEC in the market, building relationships with prospective clients, industry partners, and key stakeholders across the AEC, industrial services, and professional services sectors.\n, • Identify emerging market opportunities, customer needs, and industry trends that can inform growth strategies and new service offerings.\n\n Proposal & Pursuit Leadership \n\n • Provide executive leadership and strategic direction for SOCOTEC USA’s national Proposal organization, establishing priorities, performance expectations, and alignment with broader commercial objectives.\n, • Partner with the Director of Proposals and Proposal leadership to ensure effective day-to-day operation, staffing, prioritization, and execution across the Proposal organization.\n, • Establish national best practices for pursuit and proposal strategy, delivery, quality, continuous improvement, and performance reporting.\n, • Improve proposal quality, consistency, efficiency, turnaround time, and win rates across the organization.\n, • Provide executive oversight of high-priority and strategic pursuits, ensuring proposal strategies align with client needs and SOCOTEC’s commercial objectives.\n, • Support the development of processes and governance for complex proposals, estimates, and level-of-effort/fee calculations.\n, • Collaborate with Marketing, Legal, Finance, Operations, and business-unit leadership to strengthen proposal content, positioning, and overall pursuit effectiveness.\n, • Identify opportunities to leverage AI, automation, and technology to increase Proposal team capacity, effectiveness, and speed.\n\n Commercial Excellence & Transformation \n\n • Drive commercial excellence initiatives that support sustainable organic growth and strengthen SOCOTEC’s overall commercial capabilities.\n, • Lead and support change management initiatives that foster customer-centric, data-driven, and commercially minded behaviors across the organization.\n, • Standardize priority commercial processes and governance to improve consistency, visibility, accountability, and execution across business units.\n, • Promote collaboration and cross-selling across business units through improved processes, visibility, tools, and data.\n, • Identify and advance high-value AI, automation, and process-improvement opportunities within commercial workflows, with an emphasis on measurable improvements in productivity, quality, and decision-making.\n, • Provide commercial performance insights, market intelligence, and recommendations to the COO/CCO and business leadership to inform growth strategy and investment decisions.\n\n Commercial Systems, Data & Analytics \n\n • Serve as a senior business owner and strategic stakeholder for SOCOTEC’s enterprise CRM, partnering with IT and commercial leadership on business requirements, governance, adoption, and continuous improvement.\n, • Establish commercial data standards and governance that improve the quality, consistency, and usability of customer, pipeline, and revenue data.\n, • Develop and leverage executive dashboards and KPIs to support business development and commercial decision-making.\n, • Deliver actionable analytics and insights related to pipeline, proposals, forecasting, client activity, and revenue performance.\n, • Use commercial data and performance trends to identify opportunities, risks, and areas for continuous improvement.\n\n Customer Experience \n\n • Partner with Operations and commercial leadership on SOCOTEC’s Net Promoter Score (NPS) and broader customer experience initiatives.\n, • Use customer feedback and satisfaction data to identify opportunities to strengthen retention, loyalty, repeat business, and overall client relationships.\n, • Partner with business leadership to translate customer insights into measurable improvements in the client experience.\n\n Performance Management \n\n • Establish and monitor commercial, business development, and proposal KPIs across the organization in partnership with the COO/CCO and business leadership.\n, • Provide regular performance reporting, insights, and recommendations to executive leadership.\n, • Monitor pipeline, revenue, proposal, and pursuit performance and identify opportunities to improve commercial effectiveness.\n\n Cross-functional & People Leadership \n\n • Build, mentor, and develop a high-performing Business Development and Proposal organization.\n, • Provide leadership, coaching, and strategic direction to BD and Proposal leaders, fostering accountability, collaboration, and high performance.\n, • Partner closely with Operations, Finance, Marketing, HR, IT, and business-unit leadership to execute commercial initiatives and support organizational growth.\n, • Assess organizational capabilities and recommend staffing, technology, and operating resources required to support the Business Development and Proposal functions.\n, • Lead cross-functional initiatives that improve commercial performance, operational effectiveness, and customer outcomes.\n, • Influence and drive alignment across business units and functions without relying solely on direct authority.\n\n \n Qualifications \n\n • Bachelor’s degree required; advanced degree (MBA or related field) preferred.\n, • 10+ years of progressive business development, commercial, or related leadership experience, ideally within the AEC (Architecture, Engineering, Construction or Testing, Inspection, and Certification) industry. Candidates from industrial services, professional services, or similarly relevant industries will also be considered.\n, • Demonstrated success driving net-new revenue generation, developing client relationships, and building market presence at a regional or company level.\n, • Significant experience leading business development, proposal, pursuit, or commercial teams, with demonstrated people leadership and executive presence.\n, • Strong understanding of complex B2B business development and sales cycles, strategic pursuits, and proposal development.\n, • Exceptional organizational, written, verbal, and presentation skills.\n, • Strong business acumen with the ability to connect commercial strategy, client needs, operational capabilities, and financial performance.\n, • Proficient in Microsoft Office Suite; familiarity with CRM platforms, such as Deltek Vantagepoint, strongly desirable.\n, • Strategic and analytical mindset with the ability to balance hands-on business development and pursuit leadership with broader commercial priorities.\n, • Demonstrated ability to influence and collaborate effectively across business units and functions.\n, • Experience leading change, process improvement, technology adoption, or organizational transformation initiatives is highly desirable.\n\n \n Key Competencies \n\n • Executive presence and ability to influence across business units and functions\n, • Strategic business development and revenue-generation expertise\n, • Strong business acumen within the AEC, industrial services, or professional services sectors\n, • Commercial and proposal leadership\n, • Client relationship development and strategic account management\n, • Data-driven decision-making and comfort with CRM and commercial analytics\n, • Change management and organizational transformation\n, • Cross-functional collaboration and relationship building\n, • Strong communication, negotiation, and presentation skills\n, • Ability to operate effectively in a fast-paced, evolving organization\n\n \n Division: Northeast-focused Business Development / National Proposal Leadership. \n Reports to: CEO \n Location: New York, NY preferred or Boston, MA \n In office: 4 days per week. \n Travel: Approximately 20–30% to client sites, regional offices, and industry events.

\n About the Company \n \n \n A leading global investment management firm is seeking a Vice President, Alternatives Fund Controller to join its expanding alternatives finance organization. \n \n \n About the Role \n \n \n The position will have primary responsibility for the accounting, financial reporting, and control environment supporting a portfolio of sophisticated private credit and alternative investment vehicles. The role will focus heavily on evergreen and open-ended fund structures, including strategies spanning private credit, real estate, specialty finance, structured investments, and other less-liquid assets. This is a highly visible opportunity for an experienced fund accounting professional to work across Finance, Investments, Operations, Tax, Legal, and Compliance while helping build infrastructure for a growing alternatives platform. \n \n \n Responsibilities \n \n \n\n • Take ownership of the financial oversight and accounting activities for a portfolio of complex alternative investment vehicles.\n, • Review and approve NAVs, investor allocations, fee calculations, capital activity, and other key fund accounting deliverables.\n, • Provide oversight of external fund administrators and ensure deliverables meet established accuracy, timeliness, and control standards.\n, • Review quarterly and annual financial statements, investor reporting packages, and supporting schedules.\n, • Direct the monthly and quarterly close processes and ensure reporting deadlines are consistently achieved.\n, • Assess the accounting and financial reporting implications of complex investments, including private credit, real estate, structured products, and other illiquid assets.\n, • Analyze customized fee arrangements and develop appropriate processes and controls to ensure accurate calculations across investors and distribution channels.\n, • Monitor fund liquidity and cash activity, including subscriptions, redemptions, capital calls, distributions, and other significant cash movements.\n, • Collaborate with investment professionals on transactions and new investments to determine appropriate accounting and reporting treatment.\n, • Coordinate external audits, regulatory reporting, and other financial compliance activities.\n, • Act as a senior finance partner to internal teams including Corporate Accounting, Treasury, Tax, Legal, Compliance, Operations, and Product teams.\n, • Establish strong governance around third-party providers, including performance monitoring, issue resolution, and service-level management.\n, • Identify opportunities to streamline fund finance processes, strengthen controls, mitigate operational risk, and improve scalability through technology and automation.\n, • Participate in the implementation of new investment products, fund launches, structural changes, and other strategic initiatives.\n, • Serve as a senior subject matter expert on fund accounting matters and provide guidance to internal stakeholders on complex issues.\n\n \n \n Qualifications \n \n \n\n • 8–15 years of relevant experience in fund accounting, audit, financial reporting, or investment management finance.\n, • Strong background working with alternative investment vehicles, preferably within private credit, private markets, or other complex investment strategies.\n, • Experience with evergreen, open-ended, or hybrid fund structures highly desirable.\n, • Demonstrated ability to manage relationships with fund administrators and other external service providers.\n, • Strong knowledge of US GAAP and investment company accounting.\n, • Experience with complex investment accounting, including private credit, structured investments, real estate, or other alternative assets.\n, • Experience managing audits, financial reporting cycles, and regulatory requirements.\n, • Excellent analytical and organizational skills with the ability to manage multiple priorities in a fast-paced environment.\n, • Strong communication skills and the ability to work effectively with senior investment, finance, and operational stakeholders.\n, • Demonstrated ownership mentality and ability to independently resolve complex accounting and operational issues.\n, • Interest in leveraging automation, data, and emerging technologies to improve finance processes.\n, • Bachelor’s degree in Accounting, Finance, or a related discipline required.\n\n \n \n Required Skills \n \n \n\n • Relevant experience in fund accounting, audit, financial reporting, or investment management finance.\n, • Background working with alternative investment vehicles.\n, • Knowledge of US GAAP and investment company accounting.\n, • Experience with complex investment accounting, including private credit, structured investments, real estate, or other alternative assets.\n, • Analytical and organizational skills with the ability to manage multiple priorities in a fast-paced environment.\n, • Strong communication skills and ability to work effectively with senior stakeholders.\n, • Ownership mentality and ability to independently resolve complex accounting and operational issues.\n, • Interest in leveraging automation, data, and emerging technologies to improve finance processes.\n\n \n \n Preferred Skills \n \n \n\n • CPA strongly preferred.\n, • Big Four or other leading public accounting experience preferred.\n, • Prior experience supporting investment funds.\n, • Exposure to private credit, real estate finance, specialty finance, or other complex alternative investment strategies.\n\n \n

We're seeking a highly skilled and experienced Senior Accountant to support our Management Company team. Reporting to the Accounting Manager, you'll help drive financial reporting, operational control, and our ongoing work to build and enhance processes — ensuring accuracy, efficiency, and compliance across multiple entities and jurisdictions. \n \n We're looking for someone with a strong accounting background and 6-8 years of experience in a similar role. Attention to detail and a proactive, motivated attitude are essential — you'll be joining a small, lean team where each member carries significant responsibility. Timeliness and precision are critical to accurate financial reporting and compliance in a fast-growing environment. \n \n Key Responsibilities \n\n • Support the monthly close process, including account reconciliations, management reporting, quarterly reporting, and US GAAP financial reporting for the Management Company and its wholly owned subsidiaries\n, • Ensure accuracy and completeness of financial data, including journal entries, cash booking, and general ledger maintenance\n, • Streamline finance operations/accounts payable workflows, including invoice processing, expense reimbursements, vendor payments, and payables reconciliation\n, • Oversee treasury management activities, including cash reconciliations and daily cash reporting\n, • Prepare standard and non-standard recurring month-end journal entries, including fixed assets, depreciation, amortization, prepaid expensing, deferred revenue recognition, and payroll/operating accruals\n, • Review and monitor internal controls\n, • Help implement new technology to make the monthly close process more efficient\n\n \n Requirements \n\n • Bachelor's degree in Accounting, Finance, or a related field\n, • CPA certification preferred\n, • 6-8+ years of progressive accounting experience\n, • Strong technical accounting skills and solid understanding of US GAAP\n, • NetSuite experience required\n, • Experience with finance operations/accounts payable is a plus\n, • Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments, remotely\n, • Proven track record of meeting deadlines and delivering accurate financial information\n, • Experience leveraging AI and technology to automate workflows and processes\n\n

Immediate need for a talented Accountant. This is a 06+ Months Contract opportunity with long-term potential and is located in Hackensack, NJ (Hybrid). Please review the job description below and contact me ASAP if you are interested. \n \n Job ID:26-28430 \n \n Pay Range: $63 - $67/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). \n \n Key Responsibilities: \n \n\n • Note: Hiring for multiple locations: Hackensack, NJ 07601 | Edison, NJ 08837 | New York, NY 10005\n, • Supervises a team of administrators who are responsible for providing accounting, administration, financial reporting and regulatory reporting services to investment companies (including, but not limited to, hedge funds, private equity funds, CLOs etc.) and advisers.\n, • Serves as a trusted advisor to clients by continually assessing changing business and strategies, as well as providing expertise, tools and information to focus on growing investments.\n, • Acts as the escalation point for all clients assigned to the team and directs issue resolution and process changes to support client needs.\n, • Proactively identify risk-related issues through review of qualitative and quantitative data, anticipate obstacles, and then implement mitigating solutions.\n, • Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items.\n\n \n Key Requirements and Technology Experience: \n \n\n • Must have skills: - Fund Accounting, Financial Reporting and Alternative Investments\n, • Requirements: - Accounting, Private Equity and Alternative Investments\n, • Bachelor's degree in accounting, finance or related field, or equivalent experience\n, • Five to Seven years of experience in alternative investments industry either at a fund, an administrator or at Big Four / Midsize public accounting firm doing fund audits.\n, • Bachelor's degree in accounting, finance or related field, or equivalent experience\n, • Five to Seven years of experience in alternative investments industry either at a fund, an administrator or at Big Four / Midsize public accounting firm doing fund audits.\n\n \n Our client is a leading Banking Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. \n \n Pyramid Consulting, Inc. 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 \n By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here. \n

Casual Package Delivery Driver Who exactly are UPS Casual Package Delivery Drivers? 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! 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? • The ability to lift up to 70 lbs., • Valid driver’s license—no CDL required (License type varies by state), • Pass the DOT physical, • Excellent customer service and driving skills, • Legal right to work in the U.S., • Casual package delivery drivers are expected to comply with UPS appearance guidelines and wear the company-provided uniform 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. What’s in it for you? • Excellent weekly pay, • Growth opportunities*, • Extensive training *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. So, what is UPS all about? 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. 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. 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. The base pay for this position is $23.00/hour 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.

Job Description Our client is a business consulting service firm. They seek an Administrative Assistant to join their Bronx, NY office. MUST BE A COLLEGE GRAD! Responsibilities • Facilitate daily orientation and intake sessions with incoming clients referred by the Human Resources Administration (HRA), • Present on program requirements and expectations, • Administer TABE testing, • Ensure completion of timely case notes to record service delivery, including assessments, intakes, goals, referrals, etc., • Complete timekeeping responsibilities, • Scan and upload client documentation, • Participate in daily meetings/check-ins with program management team, • Provide administrative support to other departments or members of management, including but not limited to data entry and case management tasks, • Maintain detailed case notes, update attendance logs, submit weekly reports, and perform other administrative tasks on a timely basis, • Model professionalism and inclusiveness, cultivate a safe environment for career development, and motivate clients to find full-time employment Requirements • Must have a college degree, • Word and Excel experience required JobID: 48499 \nCompany Description Abacus Group is an award-winning executive search firm specializing in the permanent, temporary, and temp-to-perm placement of Accounting & Finance, Public Accounting, Administrative Support, Compliance, Human Resources, Marketing & Communications, and Information Technology professionals across all industries. Our diligent and personal approach has been honored by Clearly Rated’s “Best of Staffing” awards for exceptional service as well as Forbes' "America’s Best Recruiting Firms" awards. We attribute our repeat recognition as one of Crain’s New York’s “Best Places to Work in New York City” to our familial, supportive, and transparent company culture. Founded in 1997, Abacus Group is headquartered in New York with additional offices in California and Florida. Abacus Group is an award-winning executive search firm specializing in the permanent, temporary, and temp-to-perm placement of Accounting & Finance, Public Accounting, Administrative Support, Compliance, Human Resources, Marketing & Communications, and Information Technology professionals across all industries. Our diligent and personal approach has been honored by Clearly Rated’s “Best of Staffing” awards for exceptional service as well as Forbes' "America’s Best Recruiting Firms" awards. We attribute our repeat recognition as one of Crain’s New York’s “Best Places to Work in New York City” to our familial, supportive, and transparent company culture. Founded in 1997, Abacus Group is headquartered in New York with additional offices in California and Florida.