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Role: Technical Business Analyst – Equity Plan Administration Location: Weehawken, NJ Work Arrangement: Hybrid — This position requires working onsite in Weehawken, NJ 3 days per week, with the remaining work performed remotely. Employment Type: Contract W-2 Compensation: $45 to 49.24/Hr C2C Compensation: $50 to $54.17/hr Benefits: Eligible W-2 employees will receive benefits and statutory benefits required under applicable federal and New Jersey law, subject to applicable eligibility requirements and company policy. Benefits are not provided under the C2C engagement. Job Description: We are seeking a Technical Business Analyst to support the administration of Equity Plan Administration (EPA), Record Keeping, Stock Plan Administration, and Financial Reporting. This position requires experience working closely with business stakeholders, product teams, technology teams, and third-party vendors to translate business requirements into effective technology solutions. Position Requirements: The position requires 8–15 years of Business Analysis experience and experience in the following areas: • Strong hands-on domain expertise in Equity Plan Administration (EPA), Stock Plan Administration, Record Keeping, Employee Stock Plans, or Equity Compensation platforms., • Strong understanding of financial reporting and regulatory reporting related to equity compensation., • Excellent requirements gathering, documentation, analysis, and stakeholder management skills., • Experience working with Oracle and Azure environments., • Ability to effectively communicate with both technical and non-technical stakeholders., • Strong analytical, communication, and presentation skills., • The position requires a Bachelor’s degree in a field relevant to the responsibilities of the role. Key Responsibilities: The position will be responsible for the following: • Gather, analyze, and document business requirements related to Equity Plan Administration and Record Keeping., • Act as a bridge between business stakeholders, product owners, and technology teams., • Translate complex requirements into functional specifications, user stories, and solution requirements., • Support solution design, validation, testing, implementation, and post-delivery activities., • Work with technology teams using Oracle, Azure, and modern UI-based platforms., • Lead requirements walkthroughs, stakeholder discussions, and solution reviews., • Support financial and regulatory reporting requirements related to employee equity compensation., • Perform data analysis, reconciliation, and reporting activities., • Collaborate with third-party vendors and offshore/global teams to resolve business and technical issues. Additional Position Requirements: The position also requires and may benefit from experience in the following areas: • Knowledge of IFRS 2, ASC 718, RSUs, Stock Options, ESPP, and equity compensation accounting., • Experience in Banking, Brokerage, Wealth Management, Capital Markets, or Financial Services., • Experience supporting large financial institutions or organizations such as Fidelity, Schwab, BNY Mellon, or similar firms., • Experience with large-scale transformation or modernization programs., • Experience working with global delivery models, third-party vendors, and offshore development teams.

Loan Operations & Treasury Analyst Specialty Finance / Lending | Midtown, New York City | On-site, 5 days a week About the Role A growing specialty lender is looking for a Loan Operations & Treasury Analyst to support its daily financial operations. You'll manage cash, fund deals, set up repayments, keep investment records accurate, and keep the books clean. This is a hands-on, early-career role with real responsibility from day one. You'll work directly with leadership and external accountants and take on more ownership as you grow. What You'll Do • Monitor daily cash position across bank accounts and fund new deals, • Set up and manage repayments, adjustments, and refunds in Salesforce, • Maintain investment and participation records on funded deals, including renewals, • Process scheduled payments, commissions, and company invoices, • Handle bookkeeping across multiple accounts and prepare monthly close information for external accountants, • Track credit card expenses and other liabilities, • Maintain weekly and monthly reports and trackers, • Support state licensing, Secretary of State filings, NMLS and DFPI reporting, and annual 1099s, • Back up the processing and operations teams as needed What You Bring • 1+ years in finance operations, treasury, bookkeeping, or accounting (specialty finance, lending, or fund administration a plus), • Solid accounting fundamentals and strong attention to detail, • Accuracy with high transaction volume, • Strong Excel skills; Salesforce experience a plus, • Discretion with sensitive financial data, • Organization across recurring daily, weekly, monthly, and annual deadlines, • Bachelor's degree in Finance, Accounting, Business, or a related field preferred Compensation & Benefits Up to $120k base, depending on experience, plus performance-based bonus eligibility. Benefits include medical, dental, and vision insurance, life insurance, commuter benefits, a 401(k) with company match, FSA/HSA, paid time off, and professional development support.

Cost Accountant Sun Noodle Company Carlstadt, New Jersey | Full-Time | 100% Onsite Help Sun Noodle Understand What It Truly Costs to Make a Great Product You may already know Sun Noodle without realizing it. For more than 40 years, our noodles have been served by ramen shops, restaurants, chefs, and retailers across the country. With approximately 90 varieties of noodles and manufacturing operations supporting a growing customer base, understanding the true cost of every product is critical to how we make decisions and continue building the business. That is where you come in. Sun Noodle is creating a new Cost Accountant position at our Carlstadt, New Jersey facility. This is an opportunity for a hands-on accounting professional to take meaningful ownership of manufacturing costs, inventory valuation, and operational analysis within a growing food-manufacturing environment. You will work closely with Finance, Operations, Sales, and Procurement to understand what is happening on the production floor, identify what is driving cost changes, and turn that information into practical insights the business can use. This is not a position where you will simply review reports from behind a desk. We are looking for someone who is curious about how products are made, comfortable working directly with plant partners, and excited to strengthen the costing processes that support the business. And yes, a love of noodles certainly helps. What You’ll Own Manufacturing Costing and Variance Analysis • Own and maintain the standard cost system, ensuring product costs accurately reflect current material, labor, and manufacturing overhead., • Analyze manufacturing variances involving material usage, labor efficiency, overhead absorption, production yields, waste trends, and cost changes., • Investigate the operational drivers behind cost variances and communicate the findings clearly to Finance and plant leadership., • Review bills of material, routings, and manufacturing orders to improve costing accuracy., • Help strengthen the processes Sun Noodle uses to understand the true cost and profitability of its products. Inventory and Financial Reporting • Support inventory accounting, reconciliation, and valuation., • Assist with physical inventory counts, cycle-count analysis, and inventory-related audit requests., • Support month-end, quarter-end, and year-end close activities involving inventory and production costs., • Help maintain accurate manufacturing and inventory data within the ERP system. Business and Operational Partnership • Prepare manufacturing cost reporting that identifies key trends, variances, and operational cost drivers., • Partner with Operations to understand what is happening on the production floor and how it affects financial performance., • Provide financial analysis supporting pricing decisions and new-product development., • Analyze profitability by SKU, customer, product line, and facility., • Collaborate across Finance, Operations, Sales, and Procurement to improve reporting and decision-making., • Participate in ERP enhancements, data-accuracy projects, and continuous-improvement initiatives. What Will Help You Succeed We care more about the work you have performed than the title printed on your business card. You may currently be a Cost Accountant, Plant Accountant, Standard Cost Analyst, Inventory Accountant, Production Accountant, Operations Finance Analyst, or a hands-on accounting professional performing similar work in a manufacturing environment. The strongest candidates will bring: • Approximately 3–5 years of cost accounting, plant accounting, or closely related manufacturing-finance experience., • Experience working within food, beverage, consumer packaged goods, or another manufacturing environment., • A strong understanding of standard costing, inventory accounting, manufacturing variance analysis, and GAAP., • The ability to analyze material, labor, overhead, yield, waste, and production-related cost variances., • Experience working with ERP systems and complex manufacturing data., • Advanced Microsoft Excel skills., • The confidence to work with both financial information and the people responsible for plant operations., • Strong analytical, organizational, and problem-solving abilities., • Clear communication skills and a collaborative, team-oriented approach., • A self-motivated and curious mindset, with the willingness to wear multiple hats as the business continues to grow. A bachelor’s degree in Accounting, Finance, or a related discipline is preferred. Relevant manufacturing and cost-accounting experience will receive strong consideration. Experience with Microsoft Dynamics 365 Business Central is preferred, but it is not required. Experience with a comparable manufacturing ERP system is welcome. The Kind of Person Who Will Thrive Here You will likely enjoy this opportunity if you: • Want to understand how the operation works, not just what appears in the accounting system., • Are comfortable spending time with Operations and learning what happens on the production floor., • Ask thoughtful questions when costs, yields, or inventory numbers do not make sense., • Can translate detailed accounting information into a practical explanation., • Enjoy building relationships across departments., • Want the opportunity to help shape a newly created position., • Are motivated by improving a process rather than simply maintaining one., • Appreciate great food and are willing to develop some strong opinions about noodles. Why Sun Noodle? This is a chance to join a respected, family-owned food manufacturer whose products are enjoyed through ramen shops, restaurants, chefs, and retailers. You will step into a newly created position with the ability to bring greater visibility to product costs and profitability. Your work will influence how Sun Noodle evaluates production, pricing, inventory, new products, and operational performance. You will also have the opportunity to work closely with colleagues across Finance, Operations, Sales, Procurement, and company leadership. If you are a hands-on manufacturing accountant who wants to understand the full story behind the numbers, we would like to meet you. Come help us understand what it truly costs to make a great noodle. Additional Job Application Terms This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia. We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

Role Overview We are looking for a temporary Cost Analyst to assist in billing operations, AP/AR processing, month-end close activities, and financial reporting. The role partners with clients, service providers, and internal stakeholders to ensure accurate invoicing, timely financial transactions, and the overall integrity of financial operations. Key Responsibilities • Prepare and finalize monthly and cumulative billing and closing data, • Generate and manage AP and AR transactions within the GSI system, • Coordinate closely with service providers to obtain accurate invoice details and follow up on outstanding items, • Manage billing coordination with clients in alignment with agreed contractual terms, • Support the preparation of financial reports and analyses for management review, • Serve as a point of contact for internal and external stakeholders regarding billing and financial inquiries, • Perform additional responsibilities as assigned through mutual consultation Qualifications • Bachelor’s degree in Finance, Accounting, Business Administration, or a related field, • Minimum of 1-3 years of experience in accounting, billing, finance operations, or a related role, • Solid understanding of monthly closing processes, AP/AR, expense recognition, and revenue recognition, • Strong communication and interpersonal skills, • High proficiency in Microsoft Office, especially Excel, • Strong sense of ownership with a hands-on, problem-solving mindset Compensation: $26 / hour This is a contract position. You will not be an employee of LX Pantos. You will be an employee of a third-party agency.

We're seeking a seasoned Business Analyst to join a Pod to provide LoanIQ Analysis and SME expertise as part of a LoanIQ implementation for a major bank. You will act as the bridge between business stakeholders, engineering teams, and QA to define, prioritise, and deliver robust integration solutions. Responsibilities: • LoanIQ analysis, requirements gathering and SME expertise for LoanIQ implementation and integration. Areas to cover will include Accounting & General Ledger processing, Operations cash management and settlement processes, Delayed Compensation and Regulatory Deliverables., • Analyze impact of changes on front-to-back systems flows and architecture., • Gather business requirements and create detailed specifications (RESTful services, data feeds, etc.)., • Liaise with stakeholders across Front Office, Operations, Finance and IT groups to ensure seamless integration across all dependent interfaces, feeds and reporting., • Assist users in setting up/executing User Acceptance Testing., • Ensure alignment with enterprise architecture and compliance frameworks, • Liaise with Product Owner to define user stories, acceptance criteria, and product backlog items Mandatory Skills Description: • SME Knowledge of the LoanIQ application/data model and/or Syndicate Lending business, as well as version 7+ of the LoanIQ application., • 8 - 10+ years in Business Analysis in banking / financial services., • Understanding of Accounting terminology and practices., • Strong understanding of integration design and data flows, • Agile methodology experience (Scrum, Kanban), • Good communication, stakeholder management, and documentation skills, • Practical experience leveraging AI tools in Business analysis workflows, such as: o Generating comprehensive documentation o Enhancing stakeholder communication and reporting using AI tools o Identifying opportunities to embed AI-driven features into products Nice-to-Have Skills Description: Ability to apply AI tools responsibly to improve productivity and quality while maintaining governance and standards

NYC | HYBRID - 3 days per week in NYC. Unable to sponsor, must have perm work authorization. *Only local candidates currently residing within the NYC metropolitan area will be considered. This bonus-eligible role will support a very small team for financial planning, analysis, and reporting across corporate operations and multiple subsidiaries. This requires someone who can work independently and is self directed. The Sr. FP&A Analyst will play a key role in assisting with forecasting, budgeting, and performance analysis while providing data-driven insights for SaaS to support strategic and operational decision-making. This individual will partner closely with subsidiary finance teams and corporate stakeholders to ensure accurate financial reporting, thoughtful analysis, and consistent financial processes across the organization. This is a hands-on role that requires strong attention to detail, intellectual curiosity, and a willingness to work deeply in the data. This role also provides the opportunity to contribute to the continued development of a formal FP&A function, including enhancing financial models, reporting frameworks, and analytical tools used by leadership to evaluate performance and support strategic decision-making. Key Responsibilities • Support variance analysis and forecast updates across business units, • Assist with key assumptions like churn, ARR, MRR, Rev Rec 606 / GAAP and Net Rev (NRR), • Support the annual budgeting process, including gathering inputs, validating assumptions, and tracking timelines., • Forecasting and reforecasting based on monthly closes, highlighting risks., • Maintain and enhance financial models for scenario planning, and decision support, • Partner with business unit finance teams to collect data and ensure consistency in reporting, • Support ad hoc financial analyses and modeling requests from leadership, • Assist in developing dashboards and reporting for key performance indicators such as revenue, bookings, and margins, • Prepare materials for quarterly business reviews and leadership presentations, • Identify opportunities to improve reporting, data quality, and FP&A processes, • Contribute to standardized reporting frameworks and best practices, • Support the use of automation and emerging analytics tools to enhance reporting and forecasting Qualifications: • Minimum 3 years of financial analysis (FP&A) experience, preferably in SaaS or multi-business unit environments., • Experience in FP&A or corporate finance required (seeking Finance over Accounting), • Strong financial modeling and analytical skills, • Experience with ERP and planning tools (e.g., Oracle, NetSuite, Adaptive) preferred, • Consulting or SaaS healthcare technology experience preferred., • Basic understanding of SaaS metrics (ARR, bookings, churn, margins) preferred, • Strong communication and collaboration skills with the ability to work cross-functionally, • Ability to collaborate HYBRID 3 days per week in the New York City corporate office., • Ability to pass a background check and / or drug screening is required.

A growing organization is seeking an Accounts Receivable & Chargebacks Analyst to support deduction recovery, dispute resolution, and customer account management activities. This role will work closely with Finance, Customer Service, Logistics, and Sales teams to investigate customer deductions, resolve payment discrepancies, maximize recoveries, and improve overall cash flow performance. Key Responsibilities • Research and resolve customer deductions, chargebacks, shortages, compliance claims, and disputed invoices, • Review supporting documentation including invoices, shipping records, proof of delivery, and order information to validate claims, • Prepare and submit dispute packages to customers and recovery vendors to recover outstanding balances, • Monitor open deductions and aging receivables to ensure timely follow-up and resolution, • Maintain accurate records of deductions, recoveries, customer correspondence, and case activity within internal systems, • Reconcile customer accounts and partner with Accounting to ensure accurate financial reporting, • Analyze deduction trends, identify root causes, and recommend process improvements to reduce future revenue leakage, • Coordinate with transportation providers and external partners regarding delivery-related claims and disputes, • Generate recurring reports on open deductions, recovery performance, compliance trends, and collection activity, • Support month-end close activities, account reconciliations, and financial analysis as needed Qualifications • 3-5 years of experience in Accounts Receivable, chargebacks, deductions management, collections, credit, customer accounting, or related financial operations, • Experience researching and resolving customer payment discrepancies and account disputes, • Strong understanding of AR processes, reconciliations, and revenue recovery practices, • Advanced Microsoft Excel skills, • Excellent analytical, problem-solving, and organizational abilities, • Strong communication skills with the ability to collaborate across multiple departments, • Experience working with customer portals, dispute management systems, or ERP platforms preferred, • Knowledge of logistics, transportation, EDI transactions, and order fulfillment processes is a plus

Simone Development is a full-service, privately held commercial and residential real estate investment and development company with a distinguished resume and reputation established over five decades. As a full-service developer, we have the ability to rapidly move any project from site selection, acquisition, financing, construction, leasing, property management and maintenance. The core principles that define the Simone organization are the stability, creativity and professional expertise of our management team; an aggressive long-term business plan; a commitment to excellence and tenant service; our close relationships with strategic partners, tenants, lenders, municipalities, and real estate professionals; a consistent ability to add value; and most importantly, our unwavering pursuit of visionary development. For more than 25 years, Simone Healthcare Development has been designing, building, financing and managing successful medical office and healthcare facilities for some of the New York Metropolitan Area’s largest and most prestigious hospitals and medical practices. Simone specializes in creating custom-designed leading edge healthcare facilities including Ambulatory Surgical Centers, Cancer Treatment Centers, Radiology Centers, Urgent Care Centers and Medical Specialty Offices. The Senior Accounting Analyst is responsible for overseeing all accounting, financial reporting, budgeting, forecasting, compliance, and analytical functions for a portfolio of complex commercial, healthcare, mixed-use, and development properties. Reporting directly to the Vice President of Accounting, this position serves as a senior accounting resource and subject matter expert within the Accounting Department. This role independently manages sophisticated ownership structures, lender reporting requirements, lease and escalation analyses, acquisition and disposition accounting, development projects, partnership reporting, and year-end financial reporting. The Senior Accounting Analyst is also expected to promote a strong culture of accountability, collaboration, professionalism, and continuous improvement while supporting the organization's commitment to operational excellence and financial integrity. Financial Reporting & Accounting • Manage all accounting and financial reporting activities for assigned entities and properties., • Prepare and review monthly financial statements, ownership reporting packages, and supporting work papers., • Review and approve journal entries and account reconciliations., • Maintain fixed asset schedules and debt amortization schedules. Tenant Billing & Lease Administration • Review lease agreements and ensure proper accounting treatment of tenant activity., • Review annual CAM reconciliations, tax escalations, insurance recoveries, and tenant billings., • Manage security deposit reconciliations and related reporting. Budgeting, Forecasting & Financial Analysis • Assist with the annual budgeting processes., • Prepare forecasts and cash flow projections., • Prepare financial models and pro forma analyses. Acquisitions, Dispositions & Development Accounting • Prepare accounting entries related to acquisitions, dispositions and refinancings., • Coordinate accounting for development and construction projects. Lender Reporting & Compliance • Review loan agreements and maintain compliance., • Prepare lender reporting packages and monitor covenants. Tax & Audit Responsibilities • Coordinate tax return preparation and audits., • Prepare year-end workpapers and regulatory filings. Leadership & Process Improvement • Provide guidance and mentorship to Staff Accountants and Property Accountants., • Review work prepared by accounting staff., • Identify opportunities for process improvements, workflow efficiencies, automation, and standardization across accounting functions., • Support management in monitoring compliance with company policies, accounting procedures, and internal control requirements., • Manage and oversee the work performed by third-party resources., • Review deliverables prepared by third-party resources to ensure completeness, accuracy, timeliness, and compliance with company standards. Qualifications • Bachelor's Degree in Accounting, Finance, or Business Administration required., • CPA preferred., • 7-10 years of commercial property accounting experience., • Advanced Yardi Voyager and Excel skills. It is the policy of Simone Development (SIMDEV) to provide equal employment opportunities to all qualified individuals without regard to race, color, creed, religion, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity or expression (including transgender status), age, marital status, familial status, citizenship status, disability or genetic information or handicap or status as a Vietnam-era or special disabled veteran in accordance with all applicable federal, state and local laws. Recruiters need not reach out. The organization is sourcing candidates directly at this time.

Senior Financial Analyst Location: Secaucus, NJ area Industry: E-Commerce / Wholesale / Retail Salary: up to $110K About the Opportunity Our client is a $500M+ revenue company with a diverse business across retail, e-commerce, wholesale, and licensing. They are looking for a Senior Financial Analyst to join their finance team and play a key role in forecasting, budgeting, reporting, and financial analysis. This is a great opportunity for someone who enjoys working closely with business leaders and wants to have a direct impact on financial and operational decision-making. What You'll Do • Own and review monthly sales and margin forecasts across multiple business divisions and channels., • Analyze actual results vs. forecast and budget, identifying trends and explaining key variances., • Prepare monthly and quarterly financial reporting and projections for senior management., • Partner with division leaders to review financial performance and develop future forecasts., • Lead the annual budgeting process and assist with Board-level presentations., • Analyze inventory planning, forecasting, and reserves., • Review chargebacks and supporting documentation prior to write-offs., • Support internal and external financial audits., • Work on special projects and provide financial analysis to support business decisions. What We're Looking For • 3+ years of financial analysis experience., • Experience in e-commerce, wholesale, retail, or a similar environment preferred., • Strong experience with forecasting, budgeting, financial reporting, and variance analysis., • Understanding of inventory costing, sales analysis, journal entries, and general ledger activity., • Experience with an ERP system; SAP is a plus., • Strong Excel and PowerPoint skills., • Excellent analytical, organizational, and communication skills., • Ability to manage multiple priorities and meet deadlines in a fast-paced environment., • A curious, hands-on approach with the ability to identify problems, find solutions, and work collaboratively with business leaders. Why This Role? This position offers the opportunity to work with a large, growing organization while gaining broad exposure to financial planning, operations, inventory, e-commerce, wholesale, and senior-level decision-making.

Company: LX Pantos America, Inc. Job Title: Cost Analyst Position Level: Assistant (Entry-Level) OVERALL SUMMARY OF THE POSITION The Cost Analyst position functions as a business support person to the upper management team including planning and finance management team. The position assists in effectively managing and controlling the local business and is responsible for warehouse level costs and control including general accounting, cost accounting, bill of material audits, inventory reconciliations, and cost analysis. The position supports month-end close and special projects as requested and works closely with our partner, i.e. LGEUS logistic team to understand issues and how they impact the financial results as well as educate/inform department(s) on cost divers and variances. Primary Responsibilities Labor Data Management • Maintain an accurate database of headcount, labor hours, compensation, overtime usage, and other labor related cost elements across all departments., • Develop and continuously update a centralized labor database containing key information for both current employees and planned future staffing. Budgeting and Forecasting Support • Support the preparation of annual and monthly labor cost budgets, including headcount planning and labor expense forecasts., • Conduct variance analysis by comparing budgeted labor costs with actual results, highlighting deviations and underlying causes. Data Entry and Documentation Control • Enter labor‑related data—including work hours, schedule changes, and compensation adjustments—into internal systems with accuracy and timeliness., • Collaborate with HR and Operations teams to ensure data integrity and proper document retention. Labor Cost & Productivity Analysis • Assess workforce deployment, staffing levels, labor efficiency, and production volume to identify opportunities for labor cost optimization., • Evaluate the financial impact of changes in staffing models, schedules, or labor policies. Invoice Review and Compliance Support • Review and process labor‑related invoices such as outsourced labor, temporary staffing, or contractor services., • Ensure compliance with internal labor policies, overtime rules, and financial controls. Administrative and Cross‑Functional Support • Handle ad‑hoc labor cost analyses and special reporting requests., • Provide general analytical and administrative support as assigned by supervisors. Qualifications & Requirements Education • Bachelor’s degree in Finance, Accounting, Business Administration, Economics, Industrial Engineering, or a related field., • Professional certifications (CMA, CPA, or similar) are a plus but not required. Experience • 1–2 years of experience in cost analysis, financial analysis, labor planning, workforce analytics, or related roles., • Experience working in manufacturing, operations, supply chain, or HR analytics environment is preferred. Technical Skills • Korean Proficiency Preferred (Speaking, Writing, Reading), • Strong proficiency in Excel (advanced formulas, pivot tables, data modeling)., • Familiarity with ERP systems (SAP, Oracle, Workday, or similar)., • Experience working with labor management systems or workforce analytics tools is a plus., • Ability to interpret large datasets and translate findings into actionable insights. Analytical & Professional Skills • Strong analytical thinking with high attention to detail and accuracy., • Ability to identify cost trends, variances, and operational inefficiencies., • Excellent communication skills with the ability to present complex data clearly., • Strong organizational and time‑management abilities. Interpersonal Skills • Collaborative mindset with the ability to work cross‑functionally (HR, Finance, Operations)., • Ability to maintain confidentiality of sensitive labor and compensation data., • Proactive, self‑motivated, and adaptable in a fast‑paced environment Compensation: $ 60,000 ~ $ 65,000 / year Job Type: Full-Time, Regular Job Location: Englewood Cliffs, NJ 07632 Business Hours: Mon-Fri 08:00 AM to 5:00 PM

POSITION OVERVIEW CRP is seeking an Analyst / Associate to join its affordable housing development team. The Analyst / Associate will work closely with senior members of the team across all stages of the affordable housing development process, from initial underwriting and acquisition through financing, construction closing, development, and stabilization. The position will have broad exposure to the development process, but will place a particular emphasis on financial underwriting, project financing, transaction execution, and closing management. The Analyst / Associate will be heavily relied upon to maintain and analyze project financial models, evaluate financing structures, manage lender and investor diligence, coordinate closing processes, and help drive projects from predevelopment through construction start. The ideal candidate will have a strong background in real estate underwriting and finance, together with a working understanding of the Low-Income Housing Tax Credit (“LIHTC”) program and affordable housing capital structures. The successful candidate should be comfortable both analyzing complex financial issues and managing the detailed execution required to move a transaction through closing. RESPONSIBILITIES The Analyst / Associate will support and, as experience permits, lead key aspects of the development and financing process, including: • Build, maintain, and analyze detailed financial models for LIHTC developments, including development budgets, sources and uses, operating projections, tax credit equity, construction and permanent debt, developer fees, and project returns., • Underwrite new development and acquisition opportunities and evaluate project feasibility, financing structures, funding gaps, and key financial risks., • Analyze the impact of changes in tax credit pricing, eligible basis, interest rates, construction costs, operating assumptions, financing terms, and other project variables., • Assist in structuring complex affordable housing capital stacks utilizing federal and state LIHTC equity, tax-exempt bonds, conventional debt, subordinate financing, grants, and other federal, state, and local funding sources., • Lead or support financing and construction closings, including management of closing checklists, lender and investor diligence, third-party reports, entity documents, financing conditions, and other transaction deliverables., • Serve as a key point of coordination among lenders, tax credit investors, attorneys, consultants, architects, contractors, public agencies, nonprofit partners, and other transaction participants., • Track and drive completion of financing and development milestones, including applications, commitments, approvals, diligence items, closing conditions, and construction readiness requirements., • Review lender and investor term sheets, commitment letters, financial models, and underwriting assumptions and ensure agreed terms are accurately reflected in project models and closing documents., • Prepare and coordinate applications for LIHTC allocations, tax-exempt bonds, affordable housing loans, grants, and other subsidy programs., • Review and synthesize Qualified Allocation Plans, NOFAs, program guidelines, financing requirements, and other affordable housing regulations relevant to project underwriting and execution., • Assist with project development activities beyond financing, including consultant coordination, entitlement and permitting processes, design and construction matters, public agency requirements, and other predevelopment activities., • Identify and help resolve financial, diligence, and execution issues that could impact a project's financing, closing, or development schedule., • Continually identify opportunities to improve underwriting processes, financial models, diligence tracking, closing procedures, and internal systems., • Assist with other development and transaction-related initiatives as needed. QUALIFICATIONS • Bachelor’s degree in Finance, Accounting, Real Estate, Business, Economics, or a related field., • Approximately 0-2+ years of relevant professional experience; candidates with additional experience may be considered at the Associate level., • Prior experience in affordable housing development, LIHTC underwriting, tax credit syndication, affordable housing lending, real estate investment, or a related field., • Strong understanding of the LIHTC program and the financial structure of affordable housing transactions., • Strong financial modeling and analytical skills, with the ability to understand and maintain complex real estate development models., • Working knowledge of development budgets, sources and uses, eligible basis, tax credit equity, operating pro formas, debt sizing, developer fees, and multi-source affordable housing capital stacks., • Experience managing transaction diligence or real estate closings is strongly preferred., • Ability to manage complex processes involving multiple internal and external stakeholders and drive outstanding items to completion., • Advanced proficiency in Microsoft Excel and strong proficiency in Microsoft Word and Adobe PDF., • Strong written and verbal communication skills., • Exceptional organizational skills and attention to detail., • Ability to manage multiple time-sensitive projects and competing deadlines with limited supervision., • Strong judgment, professionalism, intellectual curiosity, and a willingness to take ownership of both financial analysis and transaction execution. WORK MODE Full-time, in-office position in Midtown Manhattan.

Financial Analyst (Securities-Based Lending) Location: Midtown Manhattan, NY (Hybrid) Duration: 6-Month Contract with Strong Potential for Extension Career Growth: Opportunity to Develop into a Financial Advisor Role Position Overview We are seeking a motivated and detail-oriented Financial Analyst to support the daily execution and growth of our Securities-Based Lending (SBL) program. This role is ideal for an individual looking to build a career in financial services while gaining exposure to lending products, advisor engagement, business analytics, and operational strategy. The Financial Analyst will work closely with lending, operations, and business partners to support pipeline management, reporting, product initiatives, and advisor-facing programs. This position offers significant visibility within the organization and provides an excellent foundation for future advancement into a Financial Advisor career path. Key Responsibilities • Support the day-to-day execution of the Securities-Based Lending (SBL) program., • Track lending pipeline activity, maintain documentation, and manage follow-up actions., • Enter loan estimates and support operational reviews of newly submitted lending opportunities., • Work independently and collaborate across the lending team to advance strategic initiatives and resolve outstanding issues., • Assist with advisor inquiries, product workflows, and new business opportunity sourcing., • Maintain accurate records, project tracking, KPI reporting, and operational documentation., • Monitor utilization reporting and key performance indicators to identify trends and opportunities., • Collect and summarize advisor and field feedback to support product enhancements and process improvements., • Develop advisor-facing materials including process guides, FAQs, training toolkits, and product resources., • Support business continuity efforts by ensuring timely and accurate reporting and operational execution., • Partner with cross-functional stakeholders to drive efficiency and improve the advisor experience. Required Qualifications • Bachelor's degree required; Finance, Business, Economics, or related field preferred., • Strong Microsoft Excel skills required, including data analysis, reporting, and tracking., • Proficiency with Microsoft Office Suite, including Excel, Word, PowerPoint, and Microsoft Copilot., • Exceptional attention to detail and ability to manage multiple priorities under tight deadlines., • Strong analytical, organizational, and problem-solving skills., • Excellent written and verbal communication skills., • Ability to work independently with minimal supervision., • Comfortable working in a fast-paced, collaborative environment., • Ability to pass a non-registered fingerprint background check and qualify as a fingerprinted person under FINRA requirements. Preferred Qualifications • Previous experience in financial services, wealth management, banking, or lending operations., • Experience supporting lending products such as:, • Securities-Based Lending (SBL), • Margin Lending, • Credit-Based Products, • Other Wealth Management Lending Solutions, • Demonstrated ability to quickly learn new lending systems and tools., • Understanding of lending workflows, operations, and the product lifecycle. What We Offer • Exposure to a growing and highly visible lending platform., • Opportunity to work alongside experienced lending and wealth management professionals., • Career development path with potential progression into a Financial Advisor role., • Hybrid work environment in Midtown Manhattan., • Contract position with strong likelihood of extension based on performance and business needs. If you are an analytical professional with strong Excel skills, a passion for financial services, and an interest in growing toward an advisory career, we encourage you to apply.

Client Overview: Our client is a contemporary fashion company. This role is hybrid in Secaucus, NJ Role Overview: The Accounts Payable Analyst will assist with daily AP activities, invoice and payment processes, vendor maintenance, account reconciliation, and general departmental support. The ideal candidate is detail-focused, organized, dependable, and comfortable working in a high-volume environment. Accounts Payable Analyst Responsibilities: • Maintain and create vendor records within applicable accounting and financial systems, including NetSuite and BlueCherry., • Review corporate card documentation through the CAR system and verify that required receipts and supporting materials are properly attached., • Provide support with annual 1099 preparation and related AP activities., • Investigate and help resolve vendor account discrepancies and reconciliation issues., • Review invoices for proper approvals, documentation, and processing requirements., • Assist with payment processing and banking-related activities., • Support credit card reconciliation and transaction processing., • Help manage AP backlogs, outstanding invoices, and other time-sensitive items., • Provide coverage for team members when they are out of the office., • Cross-train across various AP functions to provide flexible departmental support., • Work collaboratively with the accounting team while maintaining accuracy and meeting payment deadlines. Accounts Payable Analyst Qualifications: • 1–2 years of Accounts Payable experience preferred., • Previous experience working in a fast-paced, high-volume AP environment., • Strong understanding of invoice processing, approvals, and supporting documentation., • Experience with payment processing, banking activities, and credit card reconciliations., • Proficiency with Microsoft Excel, including PivotTables and VLOOKUPs., • Familiarity with NetSuite, Concur, and/or BlueCherry is preferred., • Microsoft Office experience required., • Background in the wholesale, retail, or apparel industry is a plus., • Excellent written and verbal communication skills., • Highly organized with strong attention to detail and accuracy., • Able to identify potential issues proactively and address discrepancies effectively.

COMPANY: Echo Design, Inc. Echo Design, a fourth-generation American company, is a New York City based industry leader in the design, marketing, and distribution of fashion and home accessories in North America and globally. The company was founded in 1923, on the wedding day of its founders. What began with just a scarf has grown to include multiple brands in multiple categories. Building upon core strengths in print, pattern and color, Echo continues to evolve, always focused on respect for the consumer, each other, and on our global trading and manufacturing partners. After a century, Echo remains a dynamic and innovative company. TITLE: Accounts Receivable Analyst HOURLY RANGE: $30-$35/Hour SCHEDULE: Up to 28 hours per week, fully in-office in Moonachie, NJ. Flexible schedule based on business needs, with employees able to choose which days they work. Hours may be worked Monday through Friday between 8:00 AM and 4:00 PM, provided a total of up to 28 hours per week is maintained. REPORTS TO: Accounts Receivable Manager POSITION OVERVIEW: The Accounts Receivable Analyst will support Echo’s cash flow and financial operations by managing a portfolio of customer accounts from billing through collection. Working closely with the Accounts Receivable Manager, this role is responsible for monitoring outstanding balances, resolving account discrepancies, maintaining accurate customer records, and ensuring payments and credits are processed accurately and in a timely manner. This role provides hands-on experience across collections, account reconciliation, customer communication, cash application, and financial reporting. Success in this position is measured by your ability to maintain accurate and current accounts, proactively resolve issues, identify collection risks, and contribute to improving Echo’s overall accounts receivable processes. PRINCIPAL RELATIONSHIPS: This role works closely with Finance, Sales, Customer Service, and Distribution Center teams to resolve account issues, support collection efforts, and ensure alignment between customer orders, shipments, billing, payments, and credits. The ideal candidate is analytical, highly organized, detail-oriented, and comfortable taking ownership of customer accounts from identification of an issue through final resolution. KEY RESONSIBILITIES: This role plays an important part in supporting Echo’s financial operations by maintaining accurate customer accounts, driving timely collections, and helping identify and resolve issues that may affect cash flow. ACCOUNT MANAGEMENT & COLLECTIONS • Manage a portfolio of customer accounts from billing through collection, ensuring outstanding balances are addressed accurately and in a timely manner., • Monitor accounts receivable aging and proactively conduct customer outreach and follow-up on past-due balances., • Develop an understanding of assigned customers, payment terms, billing requirements, and account activity., • Evaluate customer payment patterns and identify potential collection concerns or credit risks., • Maintain complete and accurate customer account documentation, collection notes, and correspondence., • Build professional relationships with customers through responsive communication and consistent follow-up. CREDIT, DEDUCTION & DISCREPANCY RESOLUTION • Manage the credit log and ensure customer return credits and other approved adjustments are issued accurately and in a timely manner., • Research and resolve chargebacks, short payments, deductions, billing discrepancies, and unapplied cash., • Review customer account activity to identify the cause of outstanding balances and determine the appropriate resolution., • Partner with Sales, Customer Service, and Distribution to resolve disputes and ensure alignment between customer orders, shipments, invoices, and payments., • Escalate recurring issues, significant account concerns, and collection risks to the Accounts Receivable Manager as appropriate. RECONCILIATION & REPORTING • Assist with month-end close activities, including account reconciliations and accounts receivable reporting., • Reconcile customer accounts and ensure account balances align with supporting documentation and the general ledger., • Prepare aging reports, collection updates, account analyses, and other supporting documentation as requested., • Monitor aging trends and identify opportunities to improve collections and cash flow., • Ensure financial records and customer account information remain accurate and current. PROCESS IMPROVEMENT & CROSS-FUNCTIONAL SUPPORT • Identify recurring deductions, account discrepancies, or process gaps and recommend improvements., • Collaborate with Finance, Sales, Customer Service, and Distribution to strengthen accounts receivable processes and resolve customer issues., • Assist with documenting procedures and maintaining consistent account management practices., • Support special projects and other Finance initiatives as needed. QUALIFICATIONS & SKILLS • 1–3 years of experience in Accounts Receivable, Credit & Collections, or a related accounting or finance function., • Working knowledge of accounts receivable processes and general accounting principles., • Experience managing customer accounts, collections, deductions, account reconciliations, and payment discrepancies., • Strong analytical and problem-solving skills with exceptional attention to detail., • Highly organized with the ability to manage multiple priorities while meeting deadlines., • Strong written and verbal communication skills with the ability to build positive relationships with both internal teams and external customers., • Proactive, accountable, and comfortable working independently while collaborating across departments., • Ability to handle confidential financial information with professionalism and discretion., • Proficiency in Microsoft Excel and Microsoft Office applications., • Experience working with ERP or accounting systems; AS400 experience is a plus., • Experience working with customer portals, retailer payment systems, or large retail accounts is preferred., • Experience in a wholesale, retail, distribution, fashion, or consumer products environment is a plus. SHORT-TERM (6–12 MONTH) GOALS: • Develop a strong understanding of Echo’s customers, payment terms, billing processes, and accounts receivable procedures., • Assume responsibility for an assigned portfolio of customer accounts and maintain consistent collection follow-up., • Become proficient in Echo’s ERP system, customer portals, credit log, aging reports, and account reconciliation processes., • Build productive working relationships with Finance, Sales, Customer Service, and Distribution Center teams., • Demonstrate the ability to independently research and resolve deductions, short payments, unapplied cash, and account discrepancies., • Identify recurring account issues or collection trends and recommend practical process improvements. WHY THIS ROLE At Echo, we believe great business is built through inspired design, caring service, and strong relationships. You’ll join a collaborative Finance team where accuracy, accountability, and thoughtful problem-solving are valued. In this role, you’ll manage meaningful customer account responsibilities, work closely with teams across the organization, and directly contribute to maintaining healthy cash flow and strong financial operations. This part-time opportunity is well suited for someone who enjoys analytical work, customer communication, and seeing issues through from identification to resolution.

About the Role We are seeking a Senior Analyst, Corporate Accounting to support corporate accounting, financial reporting, close, reconciliations, and internal controls within a complex organization. This role will partner across Finance and Accounting while helping improve processes, support ERP transformation, and identify automation opportunities. Key Responsibilities • Lead purchase order and invoice-related accounting activities, including accrual reviews, supporting documentation, and policy compliance., • Prepare and post complex journal entries and monthly accruals related to intercompany, legal reserves, facilities, cash, restructuring, prepaids, and other corporate activities., • Own assigned BlackLine reconciliations, ensuring timely certification, proper support, and resolution of reconciling items., • Perform balance sheet and P&L variance analysis and prepare explanations for management reporting., • Review journal entries and reconciliations prepared by offshore accounting teams and provide guidance as needed., • Partner with FP&A, Treasury, Tax, Legal, Payroll, and other stakeholders to ensure accurate accounting treatment under U.S. GAAP., • Support monthly and quarterly close, reporting packages, recurring documentation, and audit requests., • Maintain compliance with accounting policies, SOX requirements, and internal controls., • Identify opportunities to improve close procedures, reconciliations, and recurring accounting processes., • Support ERP implementation and optimization initiatives, including testing, requirements gathering, process design, and post-implementation support., • Contribute to cross-functional accounting and finance transformation projects., • Identify practical AI and automation opportunities that reduce manual work and improve data quality while maintaining appropriate controls. Qualifications • Bachelor’s degree in Accounting, Finance, or a related field., • 4+ years of progressive accounting, financial reporting, audit, or public accounting experience., • CPA or CPA-track preferred., • Experience within a publicly traded company, multinational organization, Big 4, or public accounting environment preferred., • Strong knowledge of U.S. GAAP, month-end close, account reconciliations, financial statement analysis, SOX, and internal controls., • Advanced Excel skills with strong analytical and problem-solving abilities., • Strong communication, project-management, and stakeholder-management skills., • Ability to manage multiple priorities in a fast-paced environment.

Simone Development Companies, a full-service, privately held real estate Investment and Development Company, with a distinguished resume and reputation, is in need of a Development Analyst. Simone has the ability to rapidly move any project through site selection, acquisition, financing, construction, leasing, property management and maintenance. The core principles that define the organization are the stability, creativity and professional expertise of the management team; an aggressive long-term business plan; a commitment to excellence and tenant service; close relationships with strategic partners, tenants, lenders, municipalities, and real estate professionals; a consistent ability to add value; and most importantly, an unwavering pursuit of visionary development. Analyst The Analyst is responsible for assisting in the management and execution of development and redevelopment projects as well as acquisitions. The Analyst will assist with aspects of real estate development and investment, including financing, budgeting, entitlement and government approvals, consultant coordination, design, leasing, due diligence, marketing, and construction oversight. Key Responsibilities: • Assist in all aspects of development management including budgeting, financing, planning, design, land use, permitting and construction, • Create detailed, dynamic and complex financial underwriting models for investment opportunities including modeling capital structures, direct cap and DCF valuations, debt sizing, sensitivities, and feasibility analyses of potential developments, redevelopments and acquisitions, • Create and monitor detailed project budgets and draw schedules including tracking all project costs, invoices and all payment and draw applications for active developments, • Ensure projects are completed within established budgets, scheduled milestones and standards of quality, • Participate in regular project meetings and maintain project tracking reports, • Work with in-house legal, accounting, property management, and leasing teams as well as third party consultants such as land use attorneys, architects, engineers and contractors, • Review purchase and sales agreements, loan documents, leases, construction contracts and other documentation for new and existing investments, • Conduct property-level due diligence for new acquisitions, • Assist in preparation of monthly reports and investment return analyses, • Create and issue RFPs for consultants, including but not limited to engineers and architects, • Effectively communicate relevant financial and project information to senior management, • Draft and review term sheets and memo’s for lease and purchase transactions Key Attributes • Strategic, creative thinker with a track record of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems, • Ability to work independently, present recommendations and interact with senior management and partners in the decision making process, • Highly motivated, assertive and driven, • Keen attention to detail with ability to work on multiple projects simultaneously, • Able to prioritize, organize and manage multiple deadlines, • Self-starter with positive attitude and strong work ethic Qualifications • BA/BS degree in finance, real estate, engineering, architecture or related field, • 1-2 years of relevant commercial real estate work experience in development, finance, banking, acquisitions, commercial brokerage, underwriting or valuation, • Strong quantitative, financial analysis and modeling skills and demonstrated analytical ability, • Advanced knowledge of Microsoft Excel, • Knowledge of Argus Enterprise a plus, • Knowledge of Yardi Enterprise a plus, • Excellent written and verbal and communication skills

Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a leading finance institution. Strong proficiency in financial data analysis, predictive analytics, and visualization tools (e. Advanced online research capabilities and ability to synthesize diverse financial

Role: Technical Business Analyst – Equity Plan Administration \n Location: Weehawken, NJ \n Work Arrangement: Hybrid — This position requires working onsite in Weehawken, NJ 3 days per week, with the remaining work performed remotely. \n Employment Type: Contract \n W-2 Compensation: $45 to 49.24/Hr \n C2C Compensation: $50 to $54.17/hr \n Benefits: Eligible W-2 employees will receive benefits and statutory benefits required under applicable federal and New Jersey law, subject to applicable eligibility requirements and company policy. Benefits are not provided under the C2C engagement. \n \n Job Description: \n We are seeking a Technical Business Analyst to support the administration of Equity Plan Administration (EPA), Record Keeping, Stock Plan Administration, and Financial Reporting. This position requires experience working closely with business stakeholders, product teams, technology teams, and third-party vendors to translate business requirements into effective technology solutions. \n \n Position Requirements: \n The position requires 8–15 years of Business Analysis experience and experience in the following areas: \n\n • Strong hands-on domain expertise in Equity Plan Administration (EPA), Stock Plan Administration, Record Keeping, Employee Stock Plans, or Equity Compensation platforms.\n, • Strong understanding of financial reporting and regulatory reporting related to equity compensation.\n, • Excellent requirements gathering, documentation, analysis, and stakeholder management skills.\n, • Experience working with Oracle and Azure environments.\n, • Ability to effectively communicate with both technical and non-technical stakeholders.\n, • Strong analytical, communication, and presentation skills.\n, • The position requires a Bachelor’s degree in a field relevant to the responsibilities of the role.\n\n \n Key Responsibilities: \n The position will be responsible for the following: \n\n • Gather, analyze, and document business requirements related to Equity Plan Administration and Record Keeping.\n, • Act as a bridge between business stakeholders, product owners, and technology teams.\n, • Translate complex requirements into functional specifications, user stories, and solution requirements.\n, • Support solution design, validation, testing, implementation, and post-delivery activities.\n, • Work with technology teams using Oracle, Azure, and modern UI-based platforms.\n, • Lead requirements walkthroughs, stakeholder discussions, and solution reviews.\n, • Support financial and regulatory reporting requirements related to employee equity compensation.\n, • Perform data analysis, reconciliation, and reporting activities.\n, • Collaborate with third-party vendors and offshore/global teams to resolve business and technical issues.\n\n \n Additional Position Requirements: \n The position also requires and may benefit from experience in the following areas: \n\n • Knowledge of IFRS 2, ASC 718, RSUs, Stock Options, ESPP, and equity compensation accounting.\n, • Experience in Banking, Brokerage, Wealth Management, Capital Markets, or Financial Services.\n, • Experience supporting large financial institutions or organizations such as Fidelity, Schwab, BNY Mellon, or similar firms.\n, • Experience with large-scale transformation or modernization programs.\n, • Experience working with global delivery models, third-party vendors, and offshore development teams.\n

Titan Partners is seeking an Analyst to join our Investment Banking team who will be responsible for private & public capital market transactions, managing deal processes, and providing comprehensive financial advisory services to clients on the Titan Partners platform.

Investment Content Analyst Our client, an Investment Management Firm is seeking an Investment Content Analyst to help develop thoughtful, research-driven materials for clients and prospective investors. This position sits between investment research and marketing, working directly with investment professionals to translate market perspectives and complex financial topics into clear, engaging content. The ideal candidate will combine a strong understanding of equity markets with excellent writing, editing, and visual communication skills. This is an opportunity for someone with an analytical finance background who enjoys turning research and investment insights into compelling stories supported by data, charts, and thoughtful design. Key Responsibilities Investment and Market Content • Partner with investment professionals to develop content based on the team’s research, market perspectives, and sector expertise., • Produce and refine thought-leadership pieces, whitepapers, market commentaries, thematic reports, and sector-focused publications., • Translate detailed investment concepts and market data into accessible content for clients and prospective investors., • Monitor market developments and relevant sectors to identify timely content opportunities. Writing and Editorial Support • Draft and edit materials across multiple channels while maintaining a consistent voice and messaging., • Review content for accuracy, clarity, structure, and alignment with the firm’s communication standards., • Distill complex research into concise narratives without losing the underlying financial substance., • Collaborate with internal stakeholders to incorporate feedback and bring content from initial concept through final delivery. Visual Communication and Design • Create charts, infographics, presentations, and other visual materials that strengthen the communication of investment ideas., • Present financial and market data in a clear, polished, and visually engaging format., • Use design and desktop-publishing tools to format research and marketing materials for different audiences and platforms., • Maintain strong editorial and visual standards across all deliverables. Client and Marketing Materials • Support the creation of research-based materials for investor communications, client meetings, business development, digital channels, and marketing campaigns., • Assist with presentations and other materials used with current and prospective clients., • Work across investment, marketing, and distribution teams to ensure content is technically accurate and commercially relevant., • Manage multiple assignments and deadlines in a collaborative, fast-paced environment. Requirements • Bachelor’s degree in finance, accounting, economics, business, or a related discipline., • 1–3 years of experience in equity research, investment banking, capital markets, financial writing, or a related analytical role., • Strong understanding of equity markets and a genuine interest in investment research., • Excellent writing and editing skills, with the ability to make complex financial concepts understandable and engaging., • A portfolio or examples of financial, investment, or research-oriented writing., • Strong proficiency with presentation, graphic-design, and desktop-publishing tools such as PowerPoint, Adobe InDesign, Adobe Illustrator, or Canva., • Ability to develop clear charts, graphics, and visual presentations using financial and market data., • Strong attention to detail and high standards for written and visual work., • Ability to collaborate effectively with investment professionals and cross-functional stakeholders.

We are seeking a Fraud & AML Analyst to join a growing financial services organization. AML, financial crime compliance, regulatory compliance, risk, operations, or a related financial services function. Experience reviewing transactional activity and conducting investigations within a regulated fin

About the Company Founded in 2016, Pennington Partners is an award-winning multi-family office that serves entrepreneurial founders, high-income earners, and multi-generational families through integrated wealth and investment solutions. Managing more than $4 billion across advisory mandates, private funds, and affiliated entities, Pennington Partners brings rigor with an entrepreneurial spirit. Our culture is vibrant, intelligent, and relentlessly driven. We are an ensemble of exceptional professionals with diverse, multi-disciplinary backgrounds who value independent judgment, integrity, and fresh thinking. While the firm continues to gain scale and institutional structure, we remain deeply committed to our entrepreneurial roots—valuing agility, creativity, and an unwavering client focus. About the Position The Sr. Investment Analyst/Investment Associate will be responsible for due diligence of alternative and traditional investments across private and public markets, analysis of client investment portfolios, asset allocation, and performance monitoring. You must be comfortable working in a fast-paced, dynamic, performance-driven environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis. This position can be based in New York City, NY or Bethesda, MD. What You’ll Do • Collaborate with the investment team to conduct due diligence on private and public investment opportunities, primarily focused on private equity, private credit, hedge funds, and other alternative investment funds, as well as select long-only funds, • Source, underwrite, and evaluate primary fund commitments and co-investment opportunities., • Work with the investment team to allocate assets for Pennington's UHNW operating partner families, • Develop investment memos, manager reviews, and recommendation materials for Investment Committee meetings, • Conduct full-cycle diligence, including qualitative analysis, financial modeling, and risk analysis, • Support monitoring of existing investments What You’ll Need. • 3-5 years of relevant experience at an endowment, foundation, family office, institutional investment/allocator platform, or investment bank with a track record of relevant experience such as manager selection across alternative investments and/or direct and co-investments, • Bachelor’s degree with a concentration in Business, Finance, Math, Accounting, or Economics preferred, • Strong financial analysis and modeling skills, • Collaborate with senior investment team and mentor analysts to conduct due diligence and author investment memo recommendations, • Ability to work in a fast-paced environment under tight deadlines while exerting a high level of attention to detail, • Strong analytical and problem-solving skills, • Self-motivated with a continuous process improvement mindset Behavioral Characteristics • Judgment – does the right thing first with a bias for action., • Diplomacy – diplomatic and deferential yet assertive., • Logic – reasons in a consistent manner with applied critical thinking., • Analytical orientation – carefully evaluates all details presented., • Self-reliance – takes action and moves forward without specific direction, also asks questions at appropriate times without prodding., • Efficiency – spends a minimum of effort or resources to achieve maximum results., • Formality – respects but does not always follow convention(s); willing to experiment., • Constancy – unwavering and unexcitable. “Quiet” confidence. Comfortable with ambiguity., • Centered – unhesitating in expressing their personal values., • Intellectual curiosity – an insatiable thirst for knowledge; a need to understand., • Self-possession – self-monitored, thinks before speaking., • Pluck - courage or resolution in the face of difficulty., • Collaboration - ability to build and maintain positive relationships with both Pennington colleagues and external stakeholders. What You’ll Get We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One’s Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World). • Salary - Competitive compensation (base salary + target bonus), • Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement., • Health & Wellness – $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage., • Paid Time Off - 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work. EQUAL EMPLOYMENT OPPORTUNITY It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partners’ policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

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What You'll Own • Pipeline & Revenue You'll carry real pipeline responsibility — not just support it. That means building and managing a healthy funnel of AP, AR, and R2R opportunities, working closely with account teams and industry leaders to identify where EXL's Finance AI solutions can land and expand. You'll track deal progress, flag risks early, and know when to escalate or pivot. • CFO Org Engagement You've sold into Finance before. You understand that a CFO's priorities aren't the same as an IT buyer, and you know how to translate AI capability into business value — cycle time, working capital, exception rates, straight-through processing. You'll lead client conversations at the VP, Controller, and CFO level and build the kind of relationships that turn a first engagement into a long-term partnership. • Solutioning & Deal Shaping You'll take the lead on scoping and structuring deals — defining what we're solving, how we'd solve it, and what success looks like. This includes running discovery sessions, building business cases, and architecting proof-of-concepts that are credible and deliverable. You don't need to write the code, but you need to understand what's under the hood well enough to have an honest conversation about it. • Proposals & RFPs You'll present EXL's responses to RFIs and RFPs in the Finance AI space. That means writing clearly, making smart choices about what to emphasize, and ensuring we're not just answering the question but positioning EXL to win. • Thought Leadership & Market Presence You'll represent EXL in the market — at industry events, in analyst conversations (Gartner, Everest, ISG), and through content like point-of-view papers and client workshops. The goal is to make EXL the name that Finance leaders think of when AI-powered P2P, O2C, and R2R transformation comes up. What You Bring Domain Knowledge — AP, AR & R2R • Deep, working familiarity with Procure-to-Pay, Order-to-Cash, and Record-to-Report processes — not surface-level, but enough to lead a discovery session with a Controller without preparation, • Direct exposure to common AP, AR, and R2R pain points: invoice exception volumes, supplier onboarding delays, cash application complexity, close cycle delays, reconciliation issues, journal entry controls, and ERP integration challenges, • Hands-on experience with enterprise ERP environments — SAP S/4HANA, Oracle Fusion, Coupa, or Ariba — in a client-facing or implementation context, • Ability to speak to Finance KPIs naturally: DPO, DSO, STP rates, three-way match accuracy, close cycle time, reconciliation accuracy, journal entry automation, and working capital impact AI and Agentic AI Product Fluency • Prior involvement in selling or solutioning AI and Agentic AI-powered Finance products — intelligent document processing, ML-based matching, autonomous workflow agents, human-in-the-loop exception handling, orchestration layers, and exception management automation, • Enough technical grounding to have an honest conversation about what an AI solution can and cannot do — without relying on a solutions architect to field every hard question, • Proven ability to sell Agentic AI as a business capability — connecting autonomous agents, workflow intelligence, copilots, and AI-assisted decisioning to measurable Finance outcomes across AP, AR, and R2R, • Familiarity with how AI capabilities are packaged and positioned in the Finance technology market, including awareness of key vendors and platform players Communication & Executive Presence • Proven comfort engaging at the CFO, VP Finance, and Controller level — building credibility through specificity, not just enthusiasm, • Ability to simplify complex AI concepts for a Finance audience without losing accuracy, • Strong written communication skills — capable of producing sharp proposals, executive summaries, and point-of-view content independently, • Knows when to listen, when to push back, and when to bring in support — reads a room well Pre-Sales Track Record • Has owned pipeline before, not just supported it — with accountability for forecasting, deal progression, and close, • Experience leading multi-stakeholder sales cycles in Finance technology or BPS, from qualification through commercial agreement, • Comfortable working in a matrixed environment — able to align delivery, product, and account teams toward a shared outcome, • Track record of converting first engagements into longer-term client relationships Qualifications • 12–15 years of total experience, with 10+ years in the US market leading consulting, solutioning, F&A SaaS, AI, and Agentic AI solution sales for enterprise Finance organizations, • New York Tri-State area presence preferred, with ability to engage enterprise clients across the US through in-person and hybrid executive discussions, • Demonstrated experience selling to or advising CFO-org stakeholders (CFO, VP Finance, Controller, Treasurer), • Strong functional knowledge of AP, AR, and R2R processes; direct experience with P2P, O2C, close, consolidation, reconciliation, or reporting transformation programs is a strong plus, • Familiarity with AI and Agentic AI solutions in Finance — IDP, intelligent matching, exception management, autonomous workflow agents, cash application automation, reconciliations, close orchestration, journal entry automation, and financial reporting automation, • Experience with ERP platforms commonly found in enterprise Finance environments (SAP S/4HANA, Oracle Fusion, Coupa, or similar), • Proven ability to build and manage a sales pipeline, including forecasting and opportunity management, • Excellent written and verbal communication; strong proposal and presentation skills, • Bachelor's degree in business, finance, engineering, or a related field; MBA or CA is an advantage Why This Role EXL's Finance Agentic practice is growing, and the market is moving fast. There's genuine greenfield opportunity here — clients are actively looking for partners who understand both the Finance domain and what AI/Agentic can realistically deliver. This role puts you at the front of that conversation, with the backing of a strong delivery organization and a real product platform behind you. If you've spent years building domain credibility in Finance and you're ready to apply it in a market-facing role with real commercial accountability, this is worth a conversation. Base Compensation Range: $200,000 – $250,000 The posted range is the hiring range for this role — a subset of the broader range available to employees over time — and reflects base salary across our national hiring scale. Final offers are based on several factors, including the candidate's skills and experience, internal pay equity, work location, market conditions for the role, and the specific scope and responsibilities of the position. The top of the range is reserved for candidates who notably exceed the requirements; the lower end applies to those with less experience or fewer preferred qualifications. For positions based in higher-cost zones (e.g., California, New York, New Jersey), actual compensation may exceed the posted range; your recruiter will share specifics during the process.

Straive is a global leader in enterprise-grade data analytics and AI solutions, committed to empowering businesses across various industries with cutting-edge technology and expert insights. Backed by EQT, a top private equity firm, we are uniquely positioned to drive innovation through significant investments and an entrepreneurial spirit. Our core focus is on delivering advanced Data Analytics & AI Solutions. By combining sophisticated technology with subject matter expertise, we deliver material impact on our clients' topline and streamline their operations. We specialize in providing tailored solutions across financial services, CPG, legal, pharma, life sciences, retail and logistics, helping them build robust data analytics and AI capabilities. With a client base spanning 30 countries, Straive's strategically located teams operate from eight countries and is headquartered in Singapore. This global presence enables us to offer localized expertise with a worldwide perspective. Join Straive to be part of a dynamic team at the forefront of data analytics and AI innovation. Here, you'll have the opportunity to contribute to transformative projects, supported by significant investments and an entrepreneurial drive fueled by our partnership with EQT. Website: _ Job Title: Account Lead (RWD & AI Practice) Location: Remote (NJ preferred) Employment Type: FTE Role Overview: We are seeking a seasoned Account Lead/Manager with deep domain expertise in Real-World Data (RWD), healthcare analytics, and AI/ML data solutions. In this role, you will serve as the primary commercial and strategic owner for major life sciences and healthcare accounts. You will be responsible for driving account growth, expanding the client relationship, securing renewals, and identifying new business opportunities by aligning our technical, RWD, and AI practice capabilities with client business objectives. You will work closely with internal delivery managers, data science teams, and client executives to translate complex client goals into high-impact data initiatives while maintaining total account health, retention, and profitability. Key Responsibilities • Account Growth & Revenue Management: Own account P&L, retention, and expansion targets. Identify cross-sell and up-sell opportunities across client business units to grow the account footprint., • Client Relationship & Strategic Advisory: Serve as the advisor to multiple stakeholders from customer, understanding their business goals and showcasing how RWD pipelines and AI solutions drive business value., • Solution Strategy & RWD Alignment: Leverage a strong understanding of Real-World Data (EHR/EMR, medical/pharmacy claims, registries, clinical trials) to identify new client use cases, shape data strategies, and position internal capability offerings., • AI & Analytics Opportunity Scoping: Partner with internal AI/ML and data analytics leads to scope proposals, define solution architecture requirements, enable coordination between internal teams and write statements of work (SOWs) for various data analyst, science and engineering initiatives., • Governance & Delivery Oversight: Oversee client satisfaction, key performance metrics (KPIs), and high-level delivery milestones. Function as the primary commercial escalation point while collaborating with Delivery Heads to ensure smooth execution., • Contracting & Compliance: Navigate complex healthcare contracting, pricing models, statements of work (SOWs), and ensure strict alignment with global healthcare data privacy frameworks (HIPAA, GDPR). Required Skills & Qualifications • Experience: 12+ years of total experience in IT/Tech account management or consultative client roles, with at least 5+ years focused specifically on RWD, healthcare analytics, or life sciences data solutions., • Domain Expertise: Deep understanding of Real-World Data (RWD) assets (OMOP, FHIR, EHR, claims datasets) and how pharmaceutical, biotech, and healthcare organizations leverage data for clinical research and commercial operations., • Technical & AI Acumen: Strong working knowledge of data pipelines, enterprise cloud environments (AWS, Azure, GCP), and AI/ML concepts to credibly scope solutions with client technology leaders., • Commercial Leadership: Proven track record of managing high-stakes enterprise accounts, building multi-million dollar portfolios, and running end-to-end account sales cycles., • Communication & Negotiation: Exceptional executive-level communication, presentation, and contract negotiation skills. This job description is not intended to cover or contain a comprehensive listing of all responsibilities, duties, or activities that are required. Responsibilities, duties, and/or activities may change, or new ones may be added at any time with or without notice. If you are a motivated professional with a passion for delivering impactful solutions, we’d love to hear from you. Apply today to be part of a dynamic and forward-thinking team at Straive. “Straive is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage/civil partnership, pregnancy/maternity, or sexual orientation. We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone.”

We are seeking an ambitious, highly analytical Investment Banking Associate to join our premier Technology & Software M&A group in New York. In this role, you will play a critical, hands-on role in executing complex, high-profile buy-side and sell-side M&A transactions, divestitures, joint ventures, and strategic advisory mandates across the technology landscape—with a strong concentration in enterprise software, SaaS, vertical software, and tech-enabled services. Transaction Execution & Financial Modeling: • Valuation & Modeling: Build, refine, and audit detailed financial models, including Leveraged Buyout (LBO), Discounted Cash Flow (DCF), Merger Arbitrage/Accretion-Dilution, Three-Statement, and Comparable Companies / Precedent Transactions analyses., • Software Dynamics: Apply specialized software financial metrics (e.g., ARR/MRR, Net Retention Rate (NRR), CAC Payback, Magic Number, Rule of 40, LTV/CAC, Gross/Net Churn) to valuation and narrative development., • M&A Process Management: Lead the day-to-day execution of sell-side and buy-side processes, including creating Confidential Information Memoranda (CIMs), Teasers, Management Presentations, virtual data rooms (VDR), and detailed buyer logs., • Due Diligence: Direct financial, operational, and commercial due diligence workflows, serving as the primary bridge between target management teams, private equity sponsors, legal counsel, and accounting advisors. Pitching & Deal Origination: • Pitches & Proposals: Structure and draft high-impact client presentations, pitch decks, board presentations, and fairness opinions., • Market Intelligence: Conduct deep strategic research on tech sub-sectors, competitive dynamics, emerging SaaS trends, and capital market movements to identify prospective transaction opportunities. Qualifications & Skills • Experience: 2 to 4 years of directly relevant experience in Investment Banking, Corporate Development, or M&A Advisory with a focus on Technology, Media, & Telecom (TMT) or Software., • Candidates who completed a 2–3 year Analyst program at a bulge bracket, elite boutique, or tech-focused middle-market firm are strongly preferred., • Education: Bachelor’s degree in Finance, Economics, Computer Science, Engineering, or a related field with distinguished academic performance. An MBA from a top-tier institution is a plus., • Work Ethic & Location: Ability to thrive in a fast-paced environment under tight deadlines. Must be located in or willing to relocate to the New York metropolitan area.

We are hiring a Financial Analyst to join the private equity global FP&A team, splitting time evenly between forecasting/modeling and budgeting/expense management.Your work will directly inform decisions made by senior leadership.Forecasting & Modeling (~50%) - Build and maintain financial models an

About the Company Madan+ (M+) is a leading provider of premium financial services, offering comprehensive wealth management, investment products, and advisory solutions for individuals, families, corporations, and institutions. Our Private Wealth team pairs rigorous investment discipline with deeply personalized service, helping clients pursue the lives they envision. We believe extraordinary client outcomes begin with an extraordinary team — and we are actively seeking professionals who share our commitment to excellence, integrity, and lasting relationships. About the Role The Private Wealth Investment Analyst is a pivotal member of the Private Wealth team, serving as the primary point of daily contact for M+ clients and acting as the operational backbone supporting the Private Wealth Director. This role blends investment operations, client relationship management, compliance stewardship, and cross-functional collaboration into a single high-impact position. The ideal candidate brings both technical precision and genuine client empathy, someone who can navigate complex account structures and regulatory requirements while making every client interaction feel effortless and personal. This is a visible, growth-oriented role for a professional who thrives in a fast-paced, evolving environment and is eager to develop toward a senior wealth advisory career path. The role also benefits from direct guidance and mentorship from the Director of Wealth Management, providing a strong foundation for long-term professional development. Responsibilities Client Service & Relationship Management • Serve as the primary day-to-day contact for Private Wealth clients, handling inquiries, requests, and issues with speed, accuracy, and a client-first mindset., • Build and maintain strong, trust-based relationships with clients and their extended networks (accountants, attorneys, family members), reinforcing Mass Mutual and M+ value proposition at every touchpoint., • Proactively anticipate client needs and deliver personalized, proactive communications - including market updates, portfolio summaries, and event follow-ups., • Coordinate and prepare materials for client review meetings, including investment proposals, performance reports, and financial planning summaries., • Log and track all client interactions, requests, and follow-up items in Salesforce CRM, ensuring no action falls through the cracks. Investment Operations & Account Administration • Oversee end-to-end account opening processes: collect required documentation, obtain client signatures, build profiles in the platform, and verify accuracy before submission., • Execute and support model-based trading activity, including rebalancing, distributions, contributions, tax-loss harvesting coordination, and directed trades under Private Wealth Director guidance., • Monitor account activity for exceptions, missing documentation, or compliance flags, and resolve or escalate promptly., • Prepare and deliver investment proposals using approved models, incorporating risk assessments and client-specific constraints., • Maintain accurate and current records across all systems — including custodial platforms, internal reporting tools, and Salesforce — to ensure data integrity and regulatory readiness. Compliance, Risk & Regulatory Adherence • Ensure strict adherence to all AML (Anti-Money Laundering) and KYC (Know Your Customer) requirements for every new and existing account., • Operate in full alignment with Mass Mutual and M+ policies, procedures, and supervisory frameworks to protect clients, the firm, and its regulatory standing., • Stay current on regulatory changes relevant to private wealth and securities operations; communicate impacts proactively to the Private Wealth Director., • Support periodic audits and compliance reviews by maintaining thorough, audit-ready documentation and records. Business Development Support • Partner with the Private Wealth Director to identify and pursue new client acquisition opportunities, including referral management, prospect follow-up, and pipeline tracking., • Support quarterly and annual sales goal attainment through diligent lead management, proposal generation, and strategic marketing support., • Collaborate on client appreciation events, seminars, and targeted outreach campaigns in coordination with marketing., • Contribute to thought leadership materials, client newsletters, and investment commentary when requested. Team Collaboration & Operational Excellence • Provide broad operational support for all day-to-day Private Wealth team activities, including scheduling, meeting coordination, client documentation, and internal reporting., • Participate in regular team huddles, strategy sessions, and firm-wide training initiatives., • Identify and recommend process improvements that enhance team efficiency, client experience, or compliance posture., • Collaborate with internal partners (operations, compliance, technology, marketing) to resolve client issues and advance team objectives., • Step in to support peers and cross-functional colleagues during peak periods or special projects. Qualifications Required • Bachelor’s degree in Finance, Economics, Business Administration, or a related field (or equivalent professional experience)., • Demonstrated ability to manage multiple priorities in a deadline-driven environment with high accuracy and professionalism., • Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)., • Exceptional written and verbal communication skills, able to translate complex financial concepts into clear, accessible client language., • High ethical standards; ability to handle confidential client information with absolute discretion. What Madan+ Offers (Benefits) • Competitive base salary, plus a discretionary bonus, • Comprehensive medical, dental, and vision insurance, • Paid time off, paid holidays, • Licensing examination sponsorship and study support - SIE, Series 7, Series 63/65 or 66 to be completed within 180 days, • Access to M+ proprietary investment research, tools, and platforms, • A collaborative, high-performance culture that celebrates client wins and individual growth Equal Opportunity Statement Madan+ is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. This position profile is intended to convey information essential to understanding the scope of the role and is not an exhaustive list of skills, efforts, duties, or responsibilities associated with the position.

Associate, Credit Analyst – Commercial Real estate & REITS.This Associate-level credit opportunity sits within the Real Estate Credit team of a well-established global financial institution, offering coverage of a diversified portfolio spanning REITs, homebuilders, and non-recourse finance across

We are seeking a Transaction Monitoring Analyst to support a growing financial institution’s BSA/AML transaction monitoring and investigations program.