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FP&A Analyst Location: 999 Clifton Avenue, Clifton, NJ (Hybrid) Department: Finance Reports To: Director of Finance Position Summary We are seeking a FP&A Analyst with a strong foundation in healthcare finance to support a rapidly growing multi-entity healthcare platform. This role will drive FP&A, operational analytics, and strategic finance initiatives, with direct exposure to executive leadership. The ideal candidate has a strong foundation in FP&A, including budgeting, forecasting, and pro forma modeling, along with an understanding of healthcare financial drivers such as payer mix, collections, and procedure-level economics. Key Responsibilities FP&A & Financial Reporting • Build and maintain budgets, forecasts, and cash flow models, • Support monthly close and multi-entity P&L reporting, • Analyze budget vs. actual performance and identify key drivers and variances, • Assist in developing standardized reporting cadence and outputs Operational Analytics • Build and maintain operational reports and dashboards to track key performance indicators across sites and service lines, • Ensure consistency and accuracy of operational data used in financial reporting and analysis • Identify trends and variances in operational performance and escalate insights to finance and leadership Strategic Finance & M&A • Support financial diligence and underwriting for acquisitions, • Assist leadership in evaluating new service lines and growth initiatives, • Build pro forma models based on operational and revenue assumptions, • Analyze service line performance, strategic initiatives and growth opportunities, • Translate acquisition and integration performance into inputs for ongoing forecasting and deal diligence Ad-Hoc • Support ad hoc financial and operational analyses as needed to inform business decisions, • Build quick-turn models and scenario analyses to support time-sensitive leadership requests, • Prepare presentation-ready schedules and materials for executive, board, and lender requests, • Partner with operations, accounting, and clinical leadership to source data and validate assumptions Required Qualifications • Bachelor's degree in Finance, Accounting, or related field, • 2–4 years of experience, healthcare finance preferred, • Strong understanding of payer mix, reimbursement models, and revenue cycle, • Experience with procedure-level or service line financial analysis, • Advanced proficiency in Excel What We're Looking For Technical ability is important, but resourcefulness and ownership are equally important in this role. The successful candidate should be someone who: • Can take an assignment from concept through completion without requiring constant direction, • Knows how to research and troubleshoot problems independently, • Can take an incomplete data set or loosely defined problem and determine how to move forward Compensation $80,000–$100,000 base salary, depending on experience and qualifications. What Success Looks Like Within the first several months, the Analyst should own recurring budgeting and forecasting, multi-entity P&L reporting, operational dashboards, and variance analysis with limited supervision — given the objective, the data, and initial direction, then figuring out how to get to the finished product.

FP&A Analyst Location: 999 Clifton Avenue, Clifton, NJ (Hybrid) Department: Finance Reports To: FP&A Manager Position Summary We are seeking a highly analytical, resourceful, and self-motivated FP&A / Operations Analyst to support financial planning, reporting, forecasting, and operational analysis. Reporting directly to the FP&A Manager, this role works across Finance and Operations to analyze business performance, improve reporting processes, and turn financial and operational data into actionable insights. We are looking for someone exceptionally strong in Excel, comfortable with Power Query and PivotTables, and quick to learn new systems. The right candidate does not need every step mapped out: if given A through C, they should understand the objective, ask the right questions, and independently work their way through D to Z. Key Responsibilities Operations & Business Analysis · Track and analyze key financial and operational KPIs · Analyze location-level performance and identify trends, risks, and opportunities · Work with operational teams to understand the business drivers behind financial results · Identify opportunities to improve efficiency, reduce costs, and increase profitability Financial Planning & Analysis · Prepare and analyze monthly P&L reporting across locations and business units · Perform budget-to-actual, forecast-to-actual, and prior-period variance analysis · Identify and investigate drivers of revenue, expense, and profitability changes · Assist with annual budgeting and periodic forecasting Excel, Data & Process Improvement · Build and maintain advanced Excel models, reports, and analytical tools · Use Power Query to import, clean, combine, and automate recurring data · Use formulas such as XLOOKUP, INDEX/MATCH, SUMIFS, IF statements, and other advanced Excel functions · Improve and automate manual or repetitive reporting processes · Learn new systems, data sources, and business processes quickly What We're Looking For Technical ability is important, but resourcefulness and ownership are equally important in this role. The successful candidate should be someone who: · Can take an assignment from concept through completion without requiring constant direction · Knows how to research and troubleshoot problems independently · Can take an incomplete data set or loosely defined problem and determine how to move forward Qualifications · Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or related field · 1–3 years of experience in FP&A, financial analysis, accounting, operations analysis, or a similar analytical role · Advanced Microsoft Excel skills · Hands-on experience with Power Query and PivotTables · Working knowledge of P&Ls and financial statements · Strong analytical and problem-solving abilities · High attention to detail and accuracy · Strong written and verbal communication skills Preferred Qualifications · Experience with large data sets · Experience working with ERP, accounting, or financial reporting systems Compensation $60,000–$80,000 base salary, depending on experience and qualifications. What Success Looks Like Within the first several months, the Analyst should own recurring P&L reporting, Excel models, Power Query workflows, KPI reporting, and variance analysis with limited supervision — given the objective, the data, and initial direction, then figuring out how to get to the finished product.

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.

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.

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.

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

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.

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

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.

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.

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

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.

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.

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.

Due to the overwhelming interest in this opportunity, we kindly ask that you do not contact DAK employees directly. To ensure fairness and consistency, only applications submitted via LinkedIn will be considered. Thank you so much for your understanding and cooperation! _ We're Hiring: Investment Banking Analyst | Join Our Team at DAK Are you ready to accelerate your career in investment banking? DAK is seeking a high-performing Analyst to join our dynamic team. This role is ideal for someone ready to take ownership, think strategically, and drive excellence across every facet of the deal process. 🔹 What You'll Do As an Analyst, you'll serve as a team member on active engagements—supporting Managing Directors, VPs, and Associates with critical responsibilities across pitch development, financial modeling, deal execution, and client communications. You will: • Own financial models, valuation analysis, and transaction materials from the ground up, • Lead diligence and content development for pitchbooks, CIMs, and buyer lists, • Manage day-to-day execution logistics and client deliverables, • Be a key point of contact for clients, buyers, and counterparties throughout the process, • Demonstrate initiative, precision, and creativity under pressure, • Mentor interns and contribute to team culture and deal success 🔹 What You Bring • 1–2 years of investment banking or related experience, • Mastery of Excel and PowerPoint, with deep Analysis, Valuation, & Modeling skills, • Strong grasp of corporate finance, accounting, and M&A process, • Detail-oriented with excellent written and verbal communication skills, • A proactive, collaborative mindset with a drive to advance to the Associate level 🔹 Why DAK At DAK, we don’t just close deals—we build careers. You’ll gain direct exposure to clients, real ownership of workstreams, and a clear path toward promotion in a culture that values precision, excellence, and integrity. 📩 Ready to build your future with us? Apply now at LinkedIn.com To be fair to all applicants, only submissions via the official application process at LinkedIn.com will be reviewed.

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.

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.

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more.AI systems learn, reason, and

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

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.

A leading regional financial bank specializing in relationship‑driven banking is seeking a Head of Commercial Data & Growth Analytics to help grow the commercial business through data analytics. Head of Commercial Data & Growth Analytics. Build and lead a high‑performing team of business analyst

Senior FP&A Analyst - Private Equity - NYC - Hybrid A leading investment management firm is seeking a Senior Financial Analyst to join its finance team. This role will support budgeting, forecasting, financial reporting, operational analytics, and strategic planning initiatives while partnering with senior stakeholders across the organization. Responsibilities: • Support budgeting, forecasting, and financial reporting processes., • Analyze operating metrics, expenses, headcount, and business performance trends., • Build financial models and management reporting materials., • Assist with strategic projects, process improvements, and ad hoc financial analysis., • Partner with finance, accounting, HR, and business teams on key initiatives. Qualifications: • 3-7 years of experience in FP&A, corporate finance, accounting, consulting, transaction advisory, or a related field., • Strong financial modeling, analytical, and Excel skills., • Experience with budgeting, forecasting, and performance reporting., • Excellent communication and presentation abilities., • Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline. This is a highly visible opportunity offering strong career growth, exposure to senior leadership, and involvement in strategic business initiatives. ID: 49780

Required hands-on telecom expense management experience, including auditing carrier invoices; reconciling wireless/mobile, landline, voice and data charges against inventory, usage and contracts; resolving billing discrepancies; analyzing zero-usage services; and identifying telecom cost savings.

Senior Financial Analyst (Media).Reporting to the Senior Manager, this role will support the financial planning, forecasting, reporting, and analysis of a core business line, partnering closely with operational leaders to deliver financial insights that drive performance and strategic decision-makin

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 Banking Analyst - New York, NY.We are seeking a driven Investment Banking Analyst to join our New York office.The ideal candidate will have 1–3 years of investment banking experience and a strong foundation in M&A execution and financial analysis.Support execution of sell‑side and buy

This is an Enterprise Risk Management Analyst opportunity at a well-established financial services and payments organization, offering broad ownership across core ERM program execution — spanning risk appetite framework development, RCSA workflows, key risk indicators, control testing, and issues

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

PeopleSoft financials or similar ERP systems - sourcing/mining data and researching accounting and procurement transactions (must have).

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.

About the Role We're looking for a VP-level leader based in the New York Tri-State area who has genuinely been in the room — with CFOs, Controllers, VP Finance, and Finance Operations leaders — and knows how to navigate those conversations. This is a market-facing pre-sales and solutioning leadership role embedded within EXL's Finance AI practice, focused on Accounts Payable, Accounts Receivable, and Record-to-Report sales. The ideal candidate will bring 12–15 years of overall experience, including more than 10 years in the US leading consulting, solutioning, F&A SaaS, AI, and Agentic AI solution sales conversations with enterprise Finance organizations. This isn't a role for someone who hands off to technical teams once a deal gets interesting. You'll stay involved from first conversation through proof-of-concept, and you'll be the one shaping how EXL's AI capabilities are positioned in the market. 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.”

Partner with Finance and other Information Services teams to develop a strong understanding of Finance business processes, system dependencies, and operational requirements. Identify opportunities to improve Finance business processes through system enhancements, automation, workflow optimization, a

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.

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.

The Senior Financial Analyst is a full-time, on-site role based in the New York City Metropolitan Area. The Senior Financial Analyst will collaborate with cross-functional teams to evaluate product profitability, monitor cost structures, and support pricing and inventory decisions.

The Senior Financial Analyst I is responsible for supporting complex accounting processes, ensuring compliance with applicable standards, and providing financial analysis to support business decisions. The Senior Financial Analyst I applies strong accounting knowledge, analytical capabilities, and s

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

Senior Business Analyst / Project Manager – Digital Assets.Calculated Hire is seeking a Senior Business Analyst / Project Manager to support a large financial-services organization within an emerging digital-assets and capital-markets initiative.This individual will work across business, operation

Equities and Derivatives Market Risk Associate or VP A global, equity-focused institutional broker-dealer and investment bank, now part of one of the largest banks in the US, is hiring a Risk Analyst at the Associate or VP level in its New York office. Base pay runs $160K to $250K depending on level, with a four-day in-office schedule in Midtown. The seat covers market risk oversight and margin across global equities and derivatives. You will run the daily risk and margin process and build the automated reporting and controls that support it, working hand in hand with Trading, Operations, Finance, Compliance and Technology. What you'll do • Monitor and report VaR and stress testing results, along with scenario and sensitivity analysis, across equities and derivatives, with RWA work as applicable., • Track exposures and concentrations against limits, and investigate and escalate breaches and emerging risks., • Manage daily IM and VM margin and collateral processes, covering margin calls, dispute resolution, collateral eligibility and haircuts, substitutions and exception escalation., • Apply margin methodologies including OCC SPAN and analyze the drivers behind margin changes., • Validate positions and valuations across risk systems and trading platforms, reconcile breaks, and support UAT and system enhancements., • Build and automate risk reporting and controls using Python, SQL and data analysis. What you'll need • 5 to 10 years in market risk or front office risk at a financial services firm, with direct equities and derivatives exposure., • Strong command of VaR, stress testing and scenario analysis. RWA familiarity is a plus., • Working knowledge of IM and VM margin methodologies and collateral processes. OCC SPAN experience preferred., • Hands-on experience with risk systems and trading platforms, including resolving position, valuation and data issues., • Coding and modeling ability. Python or SQL strongly preferred, advanced Excel and VBA a plus., • Clear communicator with sound judgment who works well across functions in a controlled environment. Compensation $160K to $250K base, with title set at Associate or VP based on experience.

Financial Data Analyst - Securities Claims & Settlements.Our client is seeking a Financial Data Analyst to join its New York City office.This role focuses on securities class action claims, settlement data, and institutional investor trading information.The ideal candidate will have experience worki

The Business Analyst will support practices through market research, competitive intelligence and data analysis. This role will monitor client, prospect and market developments to identify business development opportunities and provide actionable insights to attorneys and senior business development professionals. The ideal candidate is intellectually curious, analytical, detail-oriented and able to communicate complex information clearly in a fast-paced, collaborative environment. Responsibilities • Conduct market, company, industry and competitive intelligence research to support business development initiatives., • Monitor clients, prospects, competitors and relevant market developments to identify opportunities and trends., • Analyze internal and external data and translate findings into clear, actionable insights., • Support pitches, client opportunities, strategic planning and other attorney-facing projects., • Develop and maintain research alerts, prospecting trackers and other BD resources., • Collaborate with Business Development, Business Intelligence and other firmwide teams on research and strategic initiatives., • Develop knowledge of the firm’s practices, clients, matters, competitors and market position., • Utilize internal databases, external research platforms and emerging AI tools to enhance research and analysis. Qualifications • Bachelor’s degree required., • 2–4 years of experience in business development, competitive intelligence, market research, data analysis or a related field., • Legal or professional services experience preferred, but not required., • Strong research, analytical, critical-thinking and communication skills., • Exceptional attention to detail and organizational abilities., • Ability to manage multiple priorities and meet deadlines., • Strong judgment, discretion and ability to handle confidential information., • Collaborative, proactive and intellectually curious approach., • Familiarity with legal, financial, company or market intelligence platforms preferred., • Interest in using AI and emerging technologies to improve research and business development effectiveness. Compensation: $125,000 annually, plus bonus Job Type: Full-time | Exempt Location: New York, NY

Valuation Analyst Location: New York, NY Schedule: Onsite Salary: $105,000 - 115,000 Our client, a leading global investment bank, is seeking an Analyst to join its Fixed Income Division's Direct Lender Financing (DLF) Asset Approval Team in New York. This front-office, client-facing role offers the opportunity to underwrite private credit assets supporting asset-based lending facilities provided to leading alternative asset managers. The team works closely with Structuring, Legal, Risk, and institutional clients throughout the transaction lifecycle while monitoring portfolios and supporting ongoing credit decisions. Responsibilities • Underwrite private credit loans pledged as collateral in asset-based lending facilities, evaluating borrower fundamentals and eligibility for new asset approvals., • Review corporate financial statements, credit documentation, and borrower reporting to assess collateral quality., • Monitor portfolio performance and identify credit events impacting valuations and borrowing base eligibility., • Serve as a point of contact for clients regarding asset approvals, valuation updates, borrowing base reviews, and ongoing reporting., • Conduct single-name credit research and contribute to sector and manager-level analysis within the private credit market., • Partner closely with Structuring, Legal, and Risk teams on new transactions and portfolio management., • Support initiatives focused on AI-driven workflow automation and expanding research capabilities across the platform. Qualifications • 1–3 years of experience in valuation advisory, leveraged finance, corporate credit analysis, transaction advisory, investment banking, private credit, corporate finance, or a similar analytical role., • Strong ability to analyze corporate financial statements and assess credit risk., • Interest in private credit markets, asset-based lending, and institutional finance., • Excellent analytical, organizational, and communication skills., • Ability to manage multiple priorities in a fast-paced, client-facing environment., • Bachelor's degree in Finance, Accounting, Economics, or a related field., • Progress toward the CFA designation is a plus. Ideal Background Candidates commonly come from: • Valuation Advisory, • Leveraged Finance, • Credit Analysis, • Transaction Advisory / Deal Advisory, • Investment Banking, • Private Credit, • Corporate Finance, • Financial Leadership Development Programs (FLDP) Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k) retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors Equal Employment Opportunity Russell Tobin is an equal opportunity employer. We do not discriminate based on the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law. Fair Chance Employment Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including the California Fair Chance Act and all applicable local Fair Chance ordinances. Accommodations We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us. Only applicable for San Francisco Candidates: Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation. has context menu

Prior experience working directly within the Advana/Vantage ecosystems or adjacent DoD enterprise analytics platforms.

Strong financial background and demonstrated ability to perform financial analyses and modeling. Provide decision support to management through detailed, thoughtful analysis of financial information and reports. Experience with ERP financial software (i.

Job Description We are looking for a Strategy Analyst to join a consumer products organization in Bergen County, New Jersey. This role combines financial planning, strategic analysis, and operational insight to help leadership make informed business decisions. The position offers strong exposure to executive stakeholders and a broad scope spanning budgeting, performance reporting, and growth-oriented initiatives. Responsibilities: • Lead recurring monthly reporting cycles, ensuring timely delivery of accurate financial and operational insights for leadership review., • Prepare executive-ready analyses that explain budget performance, forecast updates, and key business trends affecting results., • Maintain corporate budgeting activities and evaluate actual results against plans, highlighting risks, opportunities, and material variances., • Build financial models and scenario analyses to support strategic projects, investment decisions, and long-term planning efforts., • Contribute analytical support for business development activity, including potential partnerships, acquisitions, and other strategic opportunities., • Develop presentations and management materials that translate complex data into clear recommendations for senior leaders., • Analyze inventory levels, supply chain performance, and operational metrics to improve working capital efficiency and planning effectiveness., • Partner with finance, operations, sales, and business development leaders to provide decision support across cross-functional initiatives., • Bachelor’s degree required; candidates with strong academic credentials are preferred., • 5+ years of relevant experience in areas such as FP& A, corporate finance, corporate development, investment banking, consulting, or business analytics., • Strong understanding of corporate finance, accounting fundamentals, and financial planning processes., • Demonstrated expertise in financial modeling, forecasting, and scenario-based analysis., • Advanced Excel skills and strong proficiency in PowerPoint for executive-level reporting and presentations., • Ability to interpret business performance data and turn findings into practical recommendations., • Strong communication skills with experience presenting analyses to senior leadership., • Experience with planning platforms or business intelligence tools, including Power BI, is a plus.

Job DescriptionCompany Description VERSANT (Nasdaq: VSNT) is an industry-changing media and entertainment business and home to trusted brands that shape culture, inform audiences, and build lasting connections. It operates across four core markets: political news and opinion, business news and personal finance, golf, and sports and genre entertainment. These markets are served through a powerful portfolio of iconic and innovative brands, including CNBC, MS NOW, USA Network, Golf Channel, Oxygen, E!, SYFY, and Versant's sports division USA Sports, along with complementary digital assets including Fandango, Rotten Tomatoes, GolfNow and GolfPass. Job Description The Senior Analyst, Corporate Accounting will play a key role in supporting Versant’s monthly and quarterly close, corporate accounting, and financial reporting processes. This position is responsible for preparing and reviewing complex journal entries, accruals, reconciliations, variance analyses, and supporting documentation while ensuring compliance with U.S. GAAP, SOX requirements, and internal controls. The role will partner closely with teams across Finance, Treasury, Tax, Legal, Payroll, and FP&A, as well as support process-improvement, ERP transformation, automation, and AI initiatives. Key Responsibilities: • Lead purchase order and invoice-related accounting activities, including reviewing accruals, validating supporting documentation, and ensuring transactions follow company policy, and internal-control requirements., • Prepare, review, and post complex journal entries and monthly accruals for corporate activities, including intercompany, legal reserves, facilities, cash, restructuring, prepaids, and other adjustments., • Own assigned reconciliations, ensuring timely certification, complete support, appropriate review evidence, and resolution of reconciling items., • Perform balance sheet and P&L variance analysis and prepare explanations for corporate flux reporting and management review., • Liaise with the offshore team to review journal entries and reconciliation quality, provide accounting guidance, and escalate issues or control gaps., • Partner with FP&A, Treasury, Tax, Legal, Payroll, and other stakeholders to validate source data and ensure appropriate accounting treatment under U.S. GAAP and company policy., • Support monthly and quarterly close activities, including close checklists, reporting packages, recurring documentation, and audit support., • Maintain compliance with internal accounting policies, SOX requirements, and established process controls; identify risks, deficiencies, and remediation opportunities., • Improve close procedures, reconciliation standards, and recurring accounting processes., • Support ERP implementation, optimization, and transformation initiatives, including requirements gathering, testing, process design, and post-implementation support., • Contribute to cross-functional initiatives that improve accounting processes, reporting, internal controls, and operational efficiency., • Identify and implement practical AI and automation opportunities that reduce manual work, improve data quality, and enhance existing processes while maintaining appropriate controls.Qualifications, • Bachelor’s degree in Accounting, Finance, or a related field; CPA or CPA-track preferred., • Minimum of 2+ years of accounting, financial reporting, audit, or public accounting experience., • Experience in a publicly traded company, multinational organization, or Big 4/public accounting environment preferred., • Strong knowledge of U.S. GAAP, month-end close, reconciliations, financial statement analysis, SOX compliance, and internal controls., • Strong analytical judgment, communication, project-management, and stakeholder-management skills., • Advanced Excel skills, high attention to detail, and ability to manage competing priorities in a fast-paced environment., • Hybrid role requiring three days per week in the Englewood Cliffs, NJ office. Desired Characteristics: • Demonstrated ability to deliver on multiple assignments, meet tight deadlines, work independently, and be effective and decisive under pressure., • Ability to adapt and work well in a fast-paced, results-oriented and rapidly changing environment., • Able to build strong working partnerships along with the ability to listen, understand, and influence across various levels within the organization. Additional Requirements: • Hybrid: This position has been designated as hybrid, generally contributing from the office a minimum of three days per week., • This position is eligible for company sponsored benefits, including medical, dental and vision insurance, 401(k), paid leave, tuition reimbursement, and a variety of other discounts and perks., • Salary Range - $80,000-$95,000 What we’ll offer: At CNBC Headquarters in Englewood Cliffs, NJ, you’ll have access to great perks and amenities: • Sweat it out -- Free onsite fitness center with state-of-the-art equipment, plus daily group classes, • Eat up -- Gourmet cafeteria with daily specials plus soup and salad bars, • Extras -- Dry cleaning, and sneak peeks Don’t have a car? No problem! We offer free shuttle transportation to and from multiple locations in Manhattan, Brooklyn, Hoboken and Jersey City Additional Information As part of our selection process, external candidates may be required to attend an in-person interview with a VERSANT Media employee at one of our locations prior to a hiring decision. VERSANT Media's policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, religion, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law. If you are a qualified individual with a disability or a disabled veteran and require support throughout the application and/or recruitment process as a result of your disability, you have the right to request a reasonable accommodation. You can submit your request to candidateaccessibility@versantmedia.com. VERSANT Media is committed to fair and equitable compensation practices. We include a good faith pay range for each position to comply with applicable state and local pay transparency laws and to promote equity across our organization. Actual compensation will be based on factors such as the candidate's skills, qualifications, experience, and location and may include additional forms of compensation and benefits such as health insurance, retirement plans, paid time off, etc. VERSANT Media is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at VERSANT via-email, the Internet, or in any form and/or method without a valid written Statement of Work in place for this position from VERSANT's Talent Acquisition team will be deemed the sole property of VERSANT. No fee will be paid in the event the candidate is hired by VERSANT as a result of the referral or through other means.