Financial analyst jobs in New York - Page 15

Job Description At GFiber, we believe that great internet has the power to drive innovation, strengthen communities, enable the impossible, and do all the everyday things that make all of our world go round. And the job of creating better internet is never done - so we're growing! Our team is committed to building a place where people who want to make a difference can grow their careers and find their spot to belong. GFiber is an Alphabet company that brings Google Fiber and Google Fiber Webpass internet services to homes and businesses across the United States. Our teams are expanding as we connect more cities and people to exceptional internet. The application window will be open until at least November 21st 2025. This opportunity will remain online based on business needs which may be before or after the specified date. GFiber's mission is to deliver abundant internet on networks that are always fast and always open with products that are easy to understand and clearly priced. We believe customers deserve a better internet experience and everything we do is focused on providing just that. On our team, you'll work in an environment that's redefining the status quo in the Internet industry in a fast-paced, data-driven workplace. Role Description As a Strategy and Operations Business Analyst for GFiber, you will be responsible for business planning and forecasting, You will leverage data sources, conduct analysis, and develop the narratives that influence executive buy-in. In this role, you will manage forecasts and provide key deliverables to the business, while demonstrating a strong understanding of financial reporting and data analysis. Additionally, you will leverage project management skills to manage ad-hoc projects and ensure forecasts reflect the latest trends and business strategies while continuing to maintain flexibility to changing market conditions. You thrive when dealing with complex problems and ambiguity by using a variety of tools to find answers. You can operate with limited guidance and have strong business partnering skills that you use proactively. You are not afraid to approach new, unique problems, and you are capable of working with large amounts of data with high attention to detail. You are curious and have an urge to identify not just "what is going on" but "why" - even if it means going deeper and deeper into the data. In this role you'll: • Develop highly detailed forecasts by analyzing historical sales, utilizing industry trends, incorporating business strategy, and anticipating key business needs., • Manage forecasts and provide key deliverables to business, including monthly forecasts, annual budget plans, related revisions, and applicable analyses., • Communicate findings, recommendations, and metrics updates to your management and other stakeholders by delivering effective presentations., • Leverage strong project management skills to manage, prioritize, and execute various ad-hoc project requests in support of strategic initiatives, working cross functionally to ensure that forecasts reflect the latest trend lines and business strategies, include the right stakeholders, and are delivered on time., • Understanding of relational database concepts, technical ability to access data, organize it and develop meaningful insights. Analytical skills to include variance analysis, assumption documentation, and communications of forecast drivers and changes. At a minimum, we'd like you to have: • Bachelor's degree in quantitative field or equivalent practical experience., • 5 years of relevant analytics experience., • Demonstrated experience with data analysis, reporting, visualization, and stakeholder management., • Quantitative modeling experience working in SQL, Excel/Google Sheets, and using BI tools for data visualization and dashboarding. It's preferred if you: • Master's degree in a quantitative field such as Data Science, Statistics, Economics, or Business Analytics., • Experience navigating tight deadlines that impact the financial and strategic direction of the company as a whole., • Ability to translate complex data and analytical findings into clear, concise, and compelling presentations for executive-level audiences and non-technical stakeholders. #LI-DNI GFiber is committed to equal opportunity employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, citizenship, marital status, disability or Veteran status. Disclosure is voluntary, and this information will be kept confidential in compliance with Google's Candidate Privacy Policy. For more information please refer to our Equal Employment Opportunity Policy and the EEOC's "Know your rights: workplace discrimination is illegal" (PDF). It's important to us to create an accessible, inclusive workplace for everyone. If you have a need that requires accommodation, please let us know by completing our accommodations for applicants form. Our candidate accommodations team will then connect with you to confidentially discuss your options.

Job DescriptionAbout xAI xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. About the Role The Revenue Financial Analyst II will play a critical role in supporting X and xAI's revenue performance by analyzing financial data, forecasting revenue trends, and providing actionable insights to optimize business performance. This role requires strong analytical skills, attention to detail, and the ability to collaborate cross-functionally to support strategic decisions as we grow into a hybrid ad + AI monetization business. Responsibilities • Analyze advertising revenue trends to uncover growth opportunities, diagnose business challenges, and evaluate factors such as industry trends, quadrennial events, and product performance., • Develop and maintain quarterly and annual revenue forecasting models to support budgeting, planning, and strategic initiatives., • Partner with sales, marketing, product, and operations teams to align financial strategies with business objectives. Provide data-driven insights to support the financial impact of business decisions., • Identify and implement enhancements to financial processes, systems, and tools to boost efficiency, deepen Grok integration, and improve revenue reporting accuracy., • Conduct special projects and ad-hoc financial analyses to support leadership in evaluating new business opportunities and operational efficiencies., • Demonstrate the ability to effectively navigate and thrive in ambiguous situations, adapting quickly to changing priorities and evolving business needs.Required Qualifications, • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 3-5 years of experience preferably in corporate finance, investment banking, strategic finance, management consulting., • Advanced Excel and financial modeling expertise required. SQL/Tableau familiarity preferred., • Strong ability to analyze complex datasets, identify trends, and translate findings into actionable business recommendations., • Excellent verbal and written communication skills, with the ability to present complex financial information to non-financial stakeholders.Preferred Qualifications, • Thrives in a fast-paced, dynamic environment and can manage multiple priorities with tight deadlines., • Collaborative mindset with a proactive approach to problem-solving and cross-functional partnership., • Technical deep-dive: Discussing your experience with revenue recognition and accounting processes., • A take-home challenge focused on revenue recognition or financial analysis. xAI is an equal opportunity employer. California Consumer Privacy Act (CCPA) Notice

Job Description About impact.com impact.com is the world's leading commerce partnership marketing platform, transforming the way businesses grow by enabling them to discover, manage, and scale partnerships across the entire customer journey. From affiliates and influencers to content publishers, brand ambassadors, and customer advocates, impact.com empowers brands to drive trusted, performance-based growth through authentic relationships. Its award-winning products—Performance (affiliate), Creator (influencer), and Advocate (customer referral)—unify every type of partner into one integrated platform. As consumers increasingly rely on recommendations from people and communities they trust, impact.com helps brands show up where it matters most. Today, over 5,000 global brands, including Walmart, Uber, Shopify, Lenovo, L'Oréal, and Fanatics, rely on impact.com to power more than 225,000 partnerships that deliver measurable business results. Your Role at impact.com: As the Senior Manager of Publisher Development at impact.com, you will play a pivotal role in expanding our platform's reach and revenue potential. You will be responsible for identifying, engaging, and onboarding publishers to our marketplace while simultaneously promoting and selling value-added services. Your expertise in the platform, combined with your sales acumen, will be instrumental in achieving our growth objectives. Responsibilities: Publisher Recruitment: • Identify and target potential publishers through market research, industry events, and networking., • Develop and execute a comprehensive recruitment strategy to attract high-quality publishers to our platform., • Guide recruited publishers through the onboarding process, ensuring a smooth and efficient transition onto our platform., • Responsible for the strategic development and expansion of assigned book of growth publisher relationships to drive revenue and growth., • Offer and sell premium services and solutions that align with publishers' needs, demonstrating a deep understanding of the platform's capabilities., • Bachelor's degree in Business, Marketing, or a related field. MBA is a plus or equivalent experience, • Proven track record in publisher business development within the digital media or affiliate marketing industry., • Exceptional communication and negotiation abilities., • Experience succeeding in a goal-driven environment, • Team-oriented, coachable, self-starter, • Analytical mindset with the ability to translate data into actionable insights. $120,000-$150,000 per year, plus a 25% Variable Commission Plan (for an annual OTE of $175K-$200K) and a generous stock (RSU) award. *This is the pay range the Company believes is equitable for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Benefits and Perks: At impact.com, we believe that when you're happy and fulfilled, you do your best work. That's why we've built a benefits package that supports your well-being, growth, and work-life balance. • Medical, Dental, and Vision insurance, • Office-only catered lunch (days vary per office), a healthy snack bar, and great coffee to keep you fueled, • Flexible spending accounts and 401(k), • Flexible Working: Our Responsible PTO policy means you can take the time off you need to rest and recharge. We're committed to a positive work-life balance and provide a flexible environment that allows you to be happy and fulfilled in both your career and your personal life., • Health and Wellness: Your well-being is a priority. Our mental health and wellness benefit includes up to 12 fully covered therapy/coaching sessions per year, with additional dependent coverage. We also offer a monthly gym reimbursement policy to support your physical health., • A Stake in Our Growth: We offer Restricted Stock Units (RSUs) as part of our total compensation, giving you a stake in the company's growth with a 3-year vesting schedule, pending Board approval., • Investing in Your Growth: We're committed to your continuous learning. Take advantage of our free Coursera subscription and our PXA courses., • Parental Support: We offer a generous parental leave policy, 26 weeks of fully paid leave for the primary caregiver and 13 weeks fully paid leave for the secondary caregiver. #LI_NewYork_NewYork

Job Description Amalgamated Bank seeks a Financial Accounting Analyst who will work under the guidance of and assists the Accounting Senior Manager or relevant accounting manager to assist with preparing accounting information to support the monthly financial close process. The main role is to ensure daily integrity of the bank’s financial data and to perform required accounting processing. Secondarily, the Financial Analyst will assist on special projects to enhance and increase efficiency as it relates to the financial close process. Other requirements are ensuring integrity, accuracy, and timeliness of financial statements; monitor and strengthen internal controls; and ensure policy compliance. By joining our team, you’ll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: • Assist in managing and review of the daily reconciliation process, • Assist in monthly activities including journal entry preparation and month end close activities, • Maintain AP/AR account balances by tracking open items and ensuring timely resolution, • Assist with follow up regarding aging items in processing systematics, unclaimed deposits, suspense, and wires GL daily, • Assist in managing Fixed Assets, Prepaid Assets, and WIP accounting, • Manage miscellaneous accounting (e.g. unposted items, check depositing), • Supports any other departmental function as needed, • Manage departmental enhancement projects related to financial close process, • Initiate and deploy automation opportunities and AI use cases Knowledge, Skills and Experience Requirements: • Bachelor’s degree in Accounting or Finance., • Proficiency in MS Excel and accounting software packages is desirable. Axiom preferred., • Experience with Avid, and/or Navan preferred., • Possesses good interpersonal and communication skills., • Strong organizational and time management skills. Our job titles may span more than one career level. The starting base salary for this role is between $75,000.00 – $85,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description Position Title: Senior Payroll Analyst Location: New York, NY Compensation: $75,000 - $90,000 / Annually Benefits: This position is eligible for health benefits, FSA, short and long term disability programs, life insurance, and 401(k). A Queens based property management company is seeking a Senior Payroll Analyst will serve as the primary support to the Senior Payroll Manager. This role is responsible for payroll reconciliation, reporting, audits, taxes, garnishments, child support, and compliance activities. The Senior Payroll Analyst will also assist the payroll team with day-to-day processing when needed, while focusing on complex analysis, escalated issue resolution, and special projects. The role requires strong collaboration with HR, Accounting, and Finance to ensure payroll accuracy, compliance, and effective communication across departments. The ideal candidate will have a strong payroll background with knowledge of accounting, GL reconciliation, HR processes, and union payroll practices, along with the ability to interact independently with senior management when analysis and recommendations are required. Responsibilities: • Support the Payroll Department and Senior Payroll Manager with weekly payroll processing for 4,000+ employees., • Perform regular payroll reconciliations, audits, and review payroll data prior to GL postings by Accounting., • Prepare, review, and analyze payroll reports to identify discrepancies and ensure compliance., • Manage outstanding/uncashed checks with Payroll, Senior Payroll Manager, and Accounting, ensuring proper reporting and reconciliation., • Generate complex payroll and financial reports; anticipate issues and develop new reporting as needed to support compliance and business needs., • Manage garnishments, levies, and child support orders in compliance with federal, state, and union requirements., • Handle escalated payroll issues and provide second-level support, while assisting with day-to-day operations when necessary., • Partner with HR and Accounting teams to ensure alignment of payroll data., • Support payroll-related projects, including system upgrades, testing, and process improvements., • Ensure audit readiness for internal, and external audits., • Independently interact with senior management on payroll, HR, and accounting matters, providing analysis, recommendations, and updates., • Identify opportunities to improve payroll accuracy, efficiency, and compliance., • Bachelor’s degree in Accounting, Finance, HR, or related field preferred., • 5+ years of payroll experience, with at least 2 years in a senior or analyst role., • Highly knowledgeable of payroll systems, garnishments, and child support processing., • Discreet and dependable in handling sensitive information and maintaining confidentiality., • Experience with union payroll is highly desirable., • Solid understanding of accounting principles and general ledger reconciliation., • Proficiency in payroll software and Microsoft Excel (pivot tables, v-lookups, formulas)., • Payroll certification (CPP or FPC) preferred., • Strong attention to detail, organizational skills, and ability to meet deadlines in a high-volume environment., • Excellent communication and interpersonal skills with the ability to collaborate across departments., • Ability to independently interact with senior management and present payroll, HR, and accounting information clearly and professionally. You will be eligible to participate in the Company health benefits, flexible spending account plan, short and long term disability programs, basic and supplemental life insurance following thirty days from hire. You will be eligible to participate in the Company’s 401(k) retirement plan after one year of employment and upon meeting the required number of worked hours. Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran, in accordance with applicable federal, state, and local laws. Reasonable accommodation is available for qualified individuals with disabilities upon request. IND 002-003

Job DescriptionDescription: We are seeking a detail-oriented and analytical Junior Financial Analyst to join our team. The ideal candidate will have a strong foundation in data analysis, excellent Excel skills, and experience working with Salesforce. Familiarity with SiteTracker and NetSuite is a plus. This role requires analytical thinking, accuracy, and the ability to work with cross-functional teams to support data-driven decision-making. Location: Remote (US-based, EST time zone), with preference for New York City (hybrid: 3 days on-site per week) Key Responsibilities: • Data Analysis & Reporting – Gather and analyze data from multiple systems to identify trends and insights, generating impactful reports for leadership on key performance indicators. Provide ad-hoc reporting as requested., • Integrations - Assist with the integration of CRM systems with other business platforms and 3rd party systems such as SiteTracker by partnering with IT and providing business requirements., • Documentation – Create and maintain detailed documentation of business development processes., • Develop and maintain reports and dashboards using Excel and other tools., • Collaborate with cross-functional teams to understand data needs and deliver actionable insights., • Present findings and recommendations to stakeholders in a clear and concise manner., • Maintain documentation of data processes and reporting standards., • Minimum of 2–3 years of professional data analysis experience (financial or operational focus)., • Advanced proficiency in Microsoft Excel, including pivot tables, VLOOKUP, and complex formulas., • Hands-on experience with ERP systems and Salesforce CRM, • Strong analytical and problem-solving skills., • Excellent attention to detail and organizational skills., • Telecom or Cable industry experience is a strong plus., • Familiarity with NetSuite and SiteTracker is a plus., • Bachelor’s degree in Business, Finance, Economics, Data Science, or related field.Requirements:

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Officer level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Operations Risk Management Department (“ORM”) identifies and evaluates operational risks to which the New York Branch (“the Branch”) is inherently exposed as well as enables appropriate mitigating actions. Operations Risk Management (“ORM”) establishes and maintains appropriate policies, procedures and the operational risk management framework that incorporates Operational Risk Assessments, Key Risk Indicators (“KRIs”), and an oversight process through Operational Risk Management Meeting. ORM is directly involved in all operational risk related projects, matters and issues. Your Role Overview: Risk and Control Analyst is accountable for engaging in the proactive identification, escalation, and timely mitigation of operational risks. Responsible for administering Operational Risk and Control Self-Assessment (RCSA) including Control Testing and Risk Register. Participates in the design, supervision, and implementation of an RCSA program to provide support in identifying, assessing, monitoring, and escalating the risk assessments performed by the First Line of the Bank. The analyst is given broad exposure to all functions and business lines within the Americas Division and is expected to execute all aspects of the Operational Risk Management Framework through the 2nd line of defense oversight activities. Your Duties and Responsibilities: • Coordinate and conduct Risk and Control Self-Assessment (“RCSA”)., • Coordinate and conduct Vendor Risk Assessment, Model Risk Assessment, and Operational Risk Event (Business Continuity) Assessment., • Conduct analyses of risk data to identify trends and potential areas of concern., • Perform deep dives to assess the design and operational effectiveness of controls surrounding key technology and operations processes, and to identify remediation for gaps to mitigate risks., • Challenge risks within scenario analysis., • Maintain Risk Registers., • Contribute to the New Product Approval process., • Research regulatory changes and/or risk trends applicable to area(s) of coverage., • Assist in various Operational Risk related projects and initiatives., • Proactively contribute to the risk culture and overall awareness of operational risk and contribute to the creation and delivery of operational risk management training and/or workshop sessions., • Prepare operational risk reports, schedule meetings, takes notes, prepare minutes, and maintain files for ORM department., • Provide analysis and coordination for the ORM department., • Provide challenges on key indicators and material operational risks., • Identify emerging operational risks in the context of the regulatory and business operation environment and assure that measures are being taken to mitigate these risks., • Serve as a subject matter expert for operational risk and control assessments, and independently prepare a comprehensive report., • Facilitate accurate and appropriate reporting of operational risks to senior management., • Analyze operational risk data (losses, metrics, or assessment results) to identify areas of excessive risk and to ensure that mitigation efforts are having the desired effect(s)., • Bachelor’s degree or equivalent., • A minimum of 4-5 years of prior operational risk management experience with a financial institution., • Integrative thinking skills, basic risk management knowledge, good organizational, communication and influencing skills., • Analytical and thorough approach to form defensible conclusions from risk assessments., • Able to present to and respond effectively to internal and external stakeholders., • Team-oriented with strong interpersonal skills, able to calmly manage conflict and pressure in a demanding, high-volume environment., • Able to be flexible and capable of prioritizing based on changing internal or external demands., • Good computer skills in Microsoft Office including Excel, Word, and PowerPoint. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job Description JOB SUMMARY: CFSB is seeking a Business Intelligence Analyst to join our Business Intelligence & Analytics team. This role will focus on designing, building, and optimizing dashboards, reports, and data models to support data-driven decision-making across our banking operations and product teams. The ideal candidate is highly analytical, detail-oriented, and experienced with modern Business Intelligence tools such as Power BI and Sigma, with a strong understanding of U.S. payment systems, including ACH and Wire transfers. Responsibilities: • Develop and maintain dashboards and self-serve reporting solutions using Power BI and Sigma., • Collaborate with business stakeholders (e.g., CardOps, ACH, Wires, Compliance) to gather reporting requirements and translate them into scalable BI solutions., • Work closely with Analytics Engineers and Data Engineers to improve data models, define business metrics, and ensure consistency across reports/dashboards., • Leverage domain knowledge of U.S. payment rails (ACH, Wires) to provide context-rich reporting and analytics operations., • Monitor dashboard performance and implement optimizations for faster and more reliable reporting., • Ensure data accuracy, integrity, and quality in BI outputs., • Support the creation of documentation for data definitions, dashboard usage, and reporting workflows., • Proactively identify opportunities to automate reporting processes and improve operational efficiency. Knowledge,Skills, and Abilities: • Proficient in SQL., • Understanding of U.S. payment systems, specifically ACH and wire transfers, including their operational functions and reporting aspects., • Strong analytical and problem-solving skills with attention to detail., • Familiarity with data modeling concepts (e.g., star schema, semantic layers)., • Excellent communication skills with the ability to work cross-functionally. Education, Training, and Experience: • 4+ years of experience in BI, analytics, or data reporting roles in providing actionable insights., • 3+ years of hands-on experience with Power BI and Sigma for creating analytics solutions., • Experience working with cloud data warehouses (preferably Snowflake)., • Experience in financial services is a plus. Salary: $90,000 - $110,000.00 per year "Base salary range does not include performance-based bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes

Job Description We are seeking a motivated and detail-oriented Junior Research Analyst to join our research team. The ideal candidate will work closely with our senior analyst to support coverage across the capital structure, including equities and credit. This role offers an opportunity to gain hands-on experience in financial modeling, research writing, and market analysis within a collaborative environment. Key Responsibilities • Assist senior analyst in conducting fundamental research across multiple sectors and asset classes., • Gather and process financial data from multiple sources to support research efforts., • Work closely with senior analyst to develop financial models and forecasts., • Contribute to the preparation of research reports, presentations, and client materials., • Participate in the monitoring of market trends, company news, and macroeconomic developments., • Maintain databases, research libraries, and other information resources to ensure accuracy and accessibility of research data., • Collaborate with sales and trading to provide research insights, answer client inquiries, and support business initiatives., • Assist in the development and production of recurring research products, including building and maintaining regular market or company monitors. These will be published on a consistent schedule and refined over time to support the firm’s research brand, product identity, and client engagement., • Respond to ad hoc data and analysis requests from senior analyst and traders., • Demonstrate strong organizational skills and the ability to take direction while managing multiple tasks. Attributes and Skills • Detail-oriented with strong follow-up and capacity to work independently., • Excellent written and verbal communication skills, with the ability to effectively present complex information in a clear and concise manner., • Ability to take instruction and execute efficiently while developing independent judgment over time., • Curiosity, initiative, and a willingness to work across asset classes and sectors., • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines., • Advanced critical thinking and problem-solving abilities., • Bachelor's degree in Finance, Economics, or a related field., • Passionate about capital markets and investment research, • Relevant work experience in the financial services industry., • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Life Insurance (Basic, Voluntary & AD&D) This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Odeon Capital Group provides a total compensation package which may include a base salary, commissions, discretionary performance bonus, and/or a comprehensive benefits package. The estimated base salary range for this position, at the time of posting, is $70,000 to $100,000, which is specific to New York and may change in the future. When finalizing an offer, we take into consideration an individual’s experience level and the qualifications they bring to the role to formulate a competitive total compensation package. Candidates hired to work in other locations will be subject to the pay range associated with that location. The final base salary amount that is offered to any candidate, in any location, will be determined on several factors, which may include but are not limited to location, work experience, skills, knowledge, education, and/or regulatory licenses. Odeon Capital Group is an Equal Opportunity Employer. We are committed to creating a work environment that supports, inspires, and respects all individuals and in which employment processes are merit-based and applied without discrimination. Odeon does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other protected characteristic or other non-merit factor.

Job Description VP, IT Compliance Systems Business Analyst with Financial Experience Must have Jira, Confluence, ServiceNow, and SQL MUST be local to New York City, Hybrid Schedule at least 3 days onsite Salary Range: $111k to $165k No Sponsorship Available In this role you will bridge business needs and IT solutions within the compliance field. This role involves analyzing requirements, designing technology solutions, and ensuring effective implementation and maintenance of compliance systems. The ideal candidate will collaborate with stakeholders to gather requirements, define project scope, and ensure regulatory alignment. Responsibilities include developing and enhancing compliance systems such as case management, regulatory reporting, and surveillance tools. The ideal candidate will identify process improvement opportunities and implement technologies to streamline workflows and reduce manual work. Additionally, they will monitor and mitigate risks in compliance technology projects, ensuring data integrity and security. The ideal candidate should have a strong background in IT compliance, business analysis, and project management, with a deep knowledge of regulatory requirements and industry standards. Excellent analytical, problem-solving, and communication skills are essential. Key Responsibilities: • Translate complex compliance and regulatory requirements into clear, actionable technical specifications. Lead the analysis and design of compliance technology solutions, including surveillance, case management, and regulatory reporting systems. Identify and implement process improvements to enhance compliance workflows and reduce manual interventions., • Collaborate with cross-functional teams including Compliance, IT, Risk, and external vendors to define project scope and deliverables. Assist in the planning, execution, and delivery of compliance technology projects, ensuring they align with business objectives and regulatory standards. Manage project documentation, timelines, and deliverables using JIRA and Confluence. Support full project lifecycle from requirements gathering through UAT and post-implementation review., • Support the development and enhancement of compliance systems, including case management, regulatory reporting, and surveillance tools., • Ensure that all compliance technology solutions meet regulatory requirements and industry standards., • Identify opportunities for process improvements and implement technologies to streamline compliance workflows and reduce manual intervention., • Bachelor's degree in IT, Computer Science, Business Administration, or related field; advanced degree preferred., • 10+ years in IT compliance, business analysis, or related roles in financial services., • Proficiency in compliance tech solutions, regulatory reporting systems, and case management tools. Required: SQL, Oracle, Snowflake, Power BI, and reporting mockup design tools. Programming languages and database management a plus., • In-depth understanding of AML, sanctions screening, restricted data, employee trading monitoring, electronic communication surveillance, and regulatory reporting standards., • Strong analytical and problem-solving abilities to translate business needs into technical requirements and resolve complex compliance issues., • Excellent interpersonal and communication skills for effective collaboration with stakeholders at all levels., • Experience in supporting large-scale IT projects, with a solid understanding of project management methodologies (e.g., Agile)., • Improved compliance monitoring and surveillance capabilities., • Streamlined compliance processes and reduced manual intervention., • Successful support of compliance technology projects within budget and timeline.

Job DescriptionJob Title: Document Custodian Vault AnalystLocation: Buffalo, NYHire Type: ContingentPay Range: $18/hourWork Type: Full-timeWork Model: OnsiteWork Schedule: Monday – Friday, 8am – 5pm Recruiter Contact: Natalie Dunn, & Scope:Positional OverviewAre you detail-oriented with a keen eye for accuracy? Join our client’s team as a Document Custodian Vault Analyst in the banking industry! In this role, you’ll be responsible for reviewing, verifying, and maintaining critical loan and financial documents, ensuring compliance with regulatory standards and internal policies. You’ll work in a fast-paced environment where precision and organization are key to safeguarding essential records. If you have experience in imaging, document review, mortgage servicing, or custodial operations and are looking for a dynamic opportunity with a reputable financial institution, we want to hear from you! Role & Responsibility:Tasks That Will Lead to Your Success • Process and maintain custody documents in accordance with agency guidelines or custodial agreements for Institutional clients., • Utilize imaging systems to scan, index, and retrieve documents efficiently., • Match document data within the custody tracking system to original documents, ensuring accuracy and completeness., • Determine if documents are original or copies and update records accordingly., • Follow established review criteria and escalate discrepancies as needed., • Update the tracking system with any exceptions or issues identified during the review process., • Ensure compliance with company risk and regulatory standards, policies, and controls., • Identify and escalate risk-related issues to management., • Maintain internal control standards, addressing audit points as required., • Support a diverse and inclusive work environment., • Perform other related duties as assigned.Skills & ExperienceQualifications That Will Help You Thrive, • HS Diploma OR equivalent, and one year of document or imaging experience., • Proficiency with personal computers, good alpha/numeric skills., • Adapting to new policies and procedures to improve processes and workflow., • Ability to function independently within time constraints., • Excellent verbal and written communication skills., • Highly organized with the ability to multitask and prioritize., • Strong attention to detail., • Ability to work in a team environment., • Strong work ethic, reliable and dependable

Job DescriptionWe are seeking a dynamic Capital Markets team member, preferably with a background in investment banking or equity research, to build, and execute, a best-in-class capital markets strategy. This role will be the primary liaison to analysts and investors, while also serving as a trusted advisor to senior leadership on how Wall Street views our strategy, pipeline, and financial performance. The successful candidate thrives at the intersection of finance, science, and storytelling, translating complex clinical and operational data into compelling investor-ready narratives that resonate with institutional investors and analysts. Primary Responsibilities • In partnership with Lexeo leadership, build a world-class capital markets program, overseeing all messaging, external communications, and investor engagement strategy, • Partner with the CEO, CFO, and senior leadership on quarterly earnings, roadshows, analyst days, and capital markets initiatives, • Coordinate preparation of investor-facing materials: earning scripts, Q&A prep, press releases and corporate presentations, • Serve as a spokesperson for the company with institutional investors and analysts, • Monitor sell-side coverage, investor sentiment, peer activity, and sector dynamics to anticipate market reactions, • Build and maintain sophisticated financial models, comps, and valuation scenarios to inform both investor messaging and internal decision-making, • Provide leadership with insights into market opportunities, risks, and investor priorities., • Prepare and/or deliver investor-informed readouts of clinical, operational, and R&D data to executives and the Board., • Advise internal teams on framing pipeline milestones, trial timelines, and value drivers for Wall Street., • Partner with leadership to refine pipeline and corporate strategy through the lens of investor expectations., • Coordinate quarterly earnings process end-to-end, including script, deck, Q&A prep, and messaging, • Manage investor conferences, non-deal roadshows, analyst days, and targeted outreach programs, • Ensure all external communications comply with SEC and regulatory requirements, • Conduct benchmarking of peers’ pipelines, valuation frameworks, and investor narratives., • Translate insights into actionable recommendations for internal strategy and external messaging Required Skills & Qualifications, • Bachelor’s degree in finance, economics, business, or life sciences required; MBA or CFA strongly preferred. Medical or scientific background a plus., • 7-10 years in capital markets, investor relations, equity research, investment banking, or corporate strategy, • Biotech/pharma experience preferred; must demonstrate ability to interpret and communicate complex clinical data, • Proven track record of direct engagement with institutional investors, analysts and capital markets stakeholders, • Strong financial modeling, valuation, and market analysis expertise

Job DescriptionCompany Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description Job Description: IDB Bank is looking for a Credit Risk and Portfolio Analyst with a passion for problem-solving and excellent attention to detail. The successful candidate will help turn raw data into information, information into insights and insights into business decisions. The candidate will work with multiple data sets, evaluate and control data, produce accurate, timely, and rigorous reports that inform management and regulators about the evolution of the credit risk portfolio and highlight emerging risks. This is a junior to mid-level role, offering opportunities to develop technical expertise in risk reporting and analytics, deepen credit risk knowledge, and gain exposure to senior stakeholders across the bank. What you will do • Design, build and maintain standardized and ad-hoc credit risk reporting on portfolio performance, risk concentrations, limits, and emerging credit risk trends. Employ automation and best practices for the production of key risk metrics and portfolio analytics., • Monitor credit portfolio evolution and identify early-warning signals, emerging risks and material shifts in credit exposure., • Ensure accuracy, consistency, completeness and transparency in credit risk data analysis and reporting methodologies., • Contribute to the enhancement of reporting processes, tools, and templates to improve efficiency, support effective risk management and on-going risk monitoring., • Manage ad-hoc requests from senior management, regulators, the Board of Directors, internal parties and external auditors to ensure timely and accurate responses., • Contribute to regulatory reporting, including the loan loss reserve process., • Actively collaborate with other functional areas of the bank including lines of business, Middle Office, Finance, Loan Operations and Technology to share ideas, gather information and complete deliverables as needed., • Liaise with other groups within the firm on cross-functional projects.Qualifications Ideal candidate should have the following qualifications to succeed in this role: • Bachelor’s degree in Finance, Economics, Statistics, Data Analytics or related field., • 3 - 5 years of hands-on experience in credit risk analytics, portfolio management, or related banking/ financial services role., • Technical skills: Python (coding and libraries), Power BI, Excel (Advanced), SQL, Database concepts, MS Office suite of apps., • Good knowledge of credit risk concepts, including exposure metrics, concentrations, and portfolio monitoring., • Can do attitude and ability to manage deliverables using disparate data sources and handle both automated and manual processes within the context of a high growth evolving financial institution., • Relationship builder, inquisitive, avid learner with analytical mindset, always looking to make things better., • Team player with strong ownership of assigned reporting deliverables and quality assurance within designated timeframes sometimes against competing priorities., • Proactive approach to improve the overall credit risk analytics processes and portfolio intelligence., • Excellent writing and presentation skills and ability to articulate credit risk data inputs and key takeaways to senior stakeholders including senior management and external parties including regulators. Additional Information Compensation: The expected annual salary for this position is between $110,000-130,000 annually at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: • Those with a known mental or physical disability., • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions., • Victims of domestic violence, sex offenses or stalking. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

Job Description Business Analyst MUST be local to New York City, Hybrid -Onsite 2-3 days a week This is a mid-level engineer contractual position supporting an Equity Derivatives & Commodities Futures Trading desk. The candidate must have experience in Equity Derivatives and/or Commodities and is willing to provide support to traders. It would be a plus if the candidate has experience with the Murex/Calypso or equivalent trading system. Major Responsibilities: • Day-to-Day trade support for the Equities Derivatives/Commodities trading desk, closely interacting with traders executing and risk managing complex derivative products., • Troubleshooting support issues and provide highly active support in the resolution of problems for the trading desk, manage communications to the desk regarding platform issues and resolutions., • Ensuring accurate trade capture, event processing, representation of positions, PL & risk exposures in risk management systems., • Liaising with global Tech and Ops counterparts on a variety of strategic initiatives – representing the business interests by providing expertise across products & systems, testing new technology rollouts, and driving enhancements to existing systems and processes, • Performing reconciliation processes across systems to help system upgrades and maintain various systems connectivity to ensure smooth trading desk activities., • Learn and adapt quickly to the fast-changing desk operations. E.g., New products implementation, • College degree required., • Murex/Calypso or equivalent experience, • Murex/Calypso, • Academic background in a STEM discipline such as Computer Science, Engineering, Physics, Mathematics or Financial Engineering, • Analytical background including an understanding of applied Math, Probability and Statistics., • At least 2-4 years of experience with developing solutions for Equity Derivatives/Commodities lines of business (i.e., Futures, Total return swaps, Vanilla options, Exotic options, Equity swaps, etc.). Prior experience must include experience with: Utilizing risk management systems to identify and resolve booking errors and technology issues pertaining to trade bookings and subsequent front-to-back flows., • A thorough understanding of market data conventions and ability to understand the interpreted data provider specifications., • Ability to multitask several ongoing issues. This involves the ability to assess priority and make appropriate decisions quickly and effectively., • Experience working on a trading floor supporting mission critical applications., • Experience working with Job scheduling applications., • Ability to communicate effectively both verbally and in writing to technical and non-technical audiences., • Fundamental understanding of database modeling and ETL type applications, • Effective interpersonal skills and relationship-building skills., • Self-motivated and directed, with the ability to effectively prioritize and execute tasks in a high-pressure environment., • Strong analytical skills to understand a broad set of sophisticated cross-asset products and complex end-to-end workflows., • Geared towards process improvement, system enhancement and automation., • Unix/Linux knowledge, • Advanced excel skills is preferred but not required., • College degree required.

Job Description About Daiwa Capital Markets America Inc.: Incorporated in 1964, Daiwa Capital Markets America Inc. (“DCMA”) is a New York-based registered securities broker-dealer, a futures commission merchant, a primary dealer of U.S. Treasury securities, and a member of the New York Stock Exchange and other major U.S. exchanges. Our main focus is on the sales and trading of Japanese, Asian, and U.S. equities, fixed income instruments, financial futures, and investment banking for institutional customers. DCMA’s ultimate parent company is Daiwa Securities Group Inc., one of the largest brokerage and financial services groups in Japan. Position Summary: Daiwa Capital Markets America is seeking an Analyst with experience of Operational Risk and/or Third Party Risk Management (“TPRM”) to join our Operational Risk Management (“ORM”) team. The ORM team is responsible for both the ORM and TPRM programs, working to execute robust risk management processes across the firm. The work environment is dynamic and focused on continuous program improvement, automation and integration with the other risk stripes and related programs. The role entails working closely with ORM team members and collaborating cross-functionally with stakeholders to implement and deliver all components of the framework. In addition, you will directly contribute to risk related initiatives including new operational risk initiatives, incident response, RCSA, Key Risk Indicators (KRIs), eGRC system integration and risk reporting. The role involves interaction with management across the firm and involvement in a range of projects that provides for a challenging and multi-faceted work environment. Core Responsibilities: • Assist with ongoing development, rollout and maintenance of the Operational Risk and TPRM Programs., • Perform third party risk assessment during onboarding and for periodic reviews., • Work with the first line of the defense (1LoD) to develop KRIs, and monitoring for elevated risks., • Assist the 1LoD with operational incident reporting, conducting incident root cause analysis and reporting to management., • Assist business managers to perform Risk and Control Self-Assessments and reviewing the responses., • Maintain strong relationships with business management and providing risk training., • Develop risk reporting and dashboards to meet the needs of business management and ORM., • Bachelor’s degree, preferably in a business-related subject., • 5+ years of experience in operational risk and/or third party risk management., • Risk management certification preferred (e.g. CRISC)., • Hands on experience of Operational Risk processes (e.g. RCSA, KRI, Incident/Issues Management, Scenario Analysis, and risk reporting)., • Financial services industry experience, preferably in the broker/dealer or banking sectors., • Strong organizational, documentation, analytical, presentation, and communication skills (written and verbal)., • Strong analytical approach and a focus on bringing new ideas to increase efficiency/ automation. Daiwa Capital Markets America Inc. has a vibrant company culture made up of a diverse team of professionals. We seek to foster an atmosphere in which our employees understand, respect, and inspire each other. We will continue to build a culture that encourages everyone at DCMA to take pride in their work. How we work — individually, with each other, and with our communities — is just as important as what we do and shapes who we are as an organization. Our people are our most important asset, and as a result, we offer a competitive and robust total rewards package which includes, but is not limited to: • Competitive Benefits Package (Medical, Dental and Vision), • Ancillary Insurance (Basic Life Insurance, AD&D Insurance, and Short & Long-term Disability), • Flexible Spending and Health Savings Accounts (FSA and HSA), • Employee Assistance Program (EAP), • Comprehensive health and wellness benefits, • Parental Leave, • Family building benefits, • 401(k) with company match, • Paid Time Off and holidays, • Professional development, educational assistance and training programs DCMA provides equal employment opportunities for all applicants and employees. We are committed to providing a work environment that is free of discrimination and harassment. DCMA prohibits discrimination based on race, color, religion, gender identity, national origin, sexual orientation, age, disability, military or veteran status, or other attributes protected under applicable federal, state, or local laws.

Job Description JOB SUMMARY: CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach. CFSB is seeking a Senior Associate, Office of Foreign Assets Control (OFAC) Senior Analyst I with 4 to 6 years of banking and OFAC sanctions screening experience. Within the OFAC Team of the Financial Crimes Compliance (FCC) Unit, this role analyzes OFAC alerts yielded from CFSB’s full range of offered banking services including ACH settlement services, pre-paid card issuance, and retail banking for our general customer base and the various types of Money Services Businesses and FinTech companies serviced by CFSB. There are stratified designations within the Senior Associate, OFAC Senior Analyst I role which are assigned based on experience and skill (e.g., Senior OFAC Analyst I, Senior OFAC Analyst I). The Analyst suitable for this role will display a high degree of professionalism and integrity through their work and will possess a solid understanding of OFAC sanctions, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) regulations. Responsibilities: • Investigate escalations of sanctions screening of real-time and post-transactional alerts in the Bank’s automated sanctions screening solution for potential violations of OFAC and other governmental sanctions. Investigate potential matches and true positive hits; escalate for further review and approval as required by procedure., • Ability to assist in ancillary duties to ensure efficient identification and monitoring of sanctioned entities, including case tracking and assisting with quality control reviewing., • Conduct investigations to ensure that the OFAC work is handled in accordance with defined procedures that meet standards for both quality and timeliness., • Review daily manual reports for OFAC screening, documenting the reviews and reporting findings to management as necessary., • Review potential customer name matches and escalations from the bi-weekly Financial Crimes Enforcement Network’s (FinCEN’s) 314(a) list., • Succinctly and clearly summarize potential match escalations (including conducting additional research) accordingly and thoroughly document the resolution., • Interact with other departments/lines of business on resolution of issues (e.g., Operations Department, CFSB clients)., • Stay abreast of regulatory changes and AML related news, with an emphasis on OFAC sanctions-related developments. Ensure timely completion of all mandatory training requirements., • Effectively utilize and operate all tools and technology appropriate to the role., • Identify potential strategic process improvements and assist with implementation., • Assist other teams within Compliance on workflow and project when needed.Knowledge, Skills, and Abilities:, • Must possess a demonstrable knowledge of enterprise systems, network, security, and software administration and engineering within a hybrid cloud environment., • Experience with OFAC sanction screening of various customer types desired (e.g., Money Services Businesses such as money transmitters; pre-paid card programs; debit card programs: and retail banking customers)., • CAMS certification a plus (may be in-process at time of hire within specified timeframe of completion)., • Familiarity with OFAC screening within ACH and wire transfer transaction threads., • Expert level ability to obtain necessary information to classify an escalated OFAC hit as a “match” or “not a match” with minimal guidance and supervision. Ability to make accurate decisions supported by detailed documentation justifying decisions., • Strong research, analysis, communication, writing, and follow-up skills. Ability to identify, escalate and resolve a problem., • Ability to liaise between internal business lines and external vendors and clients, and to work well both independently and as part of a team., • Ability to work dependably and consistently under time constraints, and to manage time efficiently and effectively., • In-depth understanding of compliance and BSA/AML/OFAC regulatory requirements and implications., • Proficiency in standard Microsoft Suite programs., • Experience with CGI HotScan’s sanctions screening solution a plusEducation, Training, and Experience:, • Bachelor’s degree or evidence of directly related experience to the role. Master’s degree a plus., • Minimum of 4 to 6 years in an OFAC screening-specific role. Salary Range: $85,000 - $110,000 / year "Base salary range does not include performance-based bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job Description Amalgamated Bank seeks a Financial Planning and Analysis (FP&A) Analyst. This primarily supports the development of bank-wide budget, forecast and long-range strategic plan. The analyst will assist with monthly and quarterly financial reporting, financial report construction and maintenance, segment business reviews, and external investor materials. Partner with the Head of FP&A and the Manager of FP&A to report and inform senior management on strategic business decisions through business and profitability analytics and metrics to support bank-wide strategic decision making and to drive improved financial results. They will also support a variety of high-level financial projects, creating financial models & identifying/analyzing system improvements. By joining our team, you’ll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Key Responsibilities: • Prepare complex financial analyses, reports and models for management to support Amalgamated Bank’s initiatives, • Utilize multiple data sources to create, manage and automate financial reports and other key metric reporting, • Supporting the annual budgeting and forecasting process across the firm and at the department level, • Support developing and/or enhancing business line and product profitability reporting, • Assisting in preparation of materials for public earnings reporting, Amalgamated Bank’s Board of Directors, prospective investors, and other external parties, • Perform ad hoc requests (analysis and reporting) for functional leaders and senior management, • Perform other duties as directed Knowledge, Skills and Experience Requirements: • Bachelor’s degree or equivalent experience; BS in Finance, Accounting, Economics or related field preferred, • Strong quantitative skills and analytical rigor, • High aptitude and enthusiasm for complex problem solving utilizing financial modeling and analysis, • Advanced proficiency in Microsoft Excel, SQL, Axiom and/or other financial reporting platforms, • Proficient with MS suite PowerPoint, Excel, Word and prior experience with financial management/budgeting applications, • Ability to handle multiple projects simultaneously and work well under pressure, • Excellent interpersonal, verbal, and written communication skills Our job titles may span more than one career level. The starting base salary for this role is between $75,000.00 – $85,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description We are seeking a highly motivated Industrial Acquisitions Analyst to join our growing real estate investment team. This entry-level position is perfect for a recent graduate or early-career professional who is passionate about industrial real estate and eager to build expertise in acquisitions. The role offers significant growth potential and hands-on experience in all aspects of the acquisition process. The successful candidate will play a crucial role in our deal sourcing efforts, with primary responsibilities centered around cold calling brokers, building relationships, and identifying investment opportunities in the industrial real estate market. This position requires someone who is comfortable with high-volume outreach and persistent follow-up, as these activities form the foundation of our acquisition strategy. Requirements This is a straightforward position with clearly defined daily tasks. Our advanced AI systems handle the complex financial modeling and market analysis, allowing you to focus on the essential relationship-building activities that drive our success. Primary Daily Activities: -Make phone calls to industrial real estate brokers - We provide you with contact lists and call scripts to get started -Follow up on leads and maintain relationships - Simple conversations to stay connected with your broker network -Update our CRM system - Easy data entry to track conversations, new listings, and broker contact information -Forward promising deals - When brokers share opportunities, you simply pass them along to senior team members for evaluation What Makes This Role Simple: -AI handles all financial analysis - No complex Excel modeling or calculations required -Pre-built systems and processes - We provide templates, scripts, and step-by-step guidance -Simple technology - Basic CRM data entry and phone calls are the main technical requirements -Clear daily structure - Your tasks are straightforward: call brokers, update records, repeat

Job Description CoreWeave is the AI Hyperscaler™, delivering a cloud platform of cutting edge services powering the next wave of AI. Our technology provides enterprises and leading AI labs with the most performant, efficient and resilient solutions for accelerated computing. Since 2017, CoreWeave has operated a growing footprint of data centers covering every region of the US and across Europe. CoreWeave was ranked as one of the TIME100 most influential companies of 2024. As the leader in the industry, we thrive in an environment where adaptability and resilience are key. Our culture offers career-defining opportunities for those who excel amid change and challenge. If you're someone who thrives in a dynamic environment, enjoys solving complex problems, and is eager to make a significant impact, CoreWeave is the place for you. Join us, and be part of a team solving some of the most exciting challenges in the industry. CoreWeave powers the creation and delivery of the intelligence that drives innovation. What You'll Do: The Global Tax team's mission is to mitigate risk, drive operational efficiencies, and add financial value by combining technical expertise with a proactive, collaborative approach to global indirect taxation. About the role As a Senior Tax Analyst, US & Canada, you will support the U.S. and Canadian indirect tax function—including sales and use tax, property tax, business licenses, and gross receipts taxes—while contributing to key global tax initiatives. Reporting to the Manager, U.S. Indirect Tax, you'll collaborate with Finance, Accounting, Procurement, and Legal to ensure compliance, support audits, and improve operational efficiency. This role is ideal for a motivated tax professional eager to deepen their technical expertise and make an impact in a fast-growing organization. • Prepare and review U.S. sales and use tax, property tax, gross receipts, and business license filings., • Support property tax compliance and reporting across all U.S. locations, coordinating with external providers., • Assist in developing and maintaining tax exemption strategies, particularly for data center operations., • Collaborate with Procurement and Accounting to ensure tax-efficient purchasing and accurate ledger reporting., • Research and interpret state and local tax regulations to maintain compliance., • Support audits and responses to state and local tax authority inquiries., • Assist with tax accounting and reconciliations related to indirect tax accounts., • Participate in process improvement and automation projects to enhance compliance efficiency., • Provide ad hoc support for other global tax initiatives, including VAT, GST, and income tax., • Bachelor's degree in Accounting, Finance, or related field required., • 4+ years of progressive experience in indirect tax, property tax, or related accounting roles., • Property tax experience required, including compliance, assessments, and reporting., • Knowledge of Canadian indirect tax (GST/HST/PST) compliance and reporting., • Strong accounting and compliance background, • Experience preparing and reviewing multi-jurisdictional tax filings., • Exposure to sales and use tax and business license compliance preferred., • Familiarity with tax technology tools and ERP systems. CPA, CMI, or equivalent certification preferred. • You love to dig into complex tax rules to uncover operational efficiencies, • You're curious about the "why" behind evolving tax regulations and business operations. At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences The base salary range for this role is $98,000 to $143,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job Description About Us Sunstone Credit is a financial technology company working to help businesses go solar. Solar in the United States is an exciting, accelerating industry. In 2021, over half of all new electricity-generating capacity was solar. Homeowners and large companies are increasingly installing solar, but we need to make it easier for small and medium-sized businesses to do the same through frictionless technology. Sunstone Credit is working to grow this significantly underserved segment in the solar industry by offering financing solutions that democratize access to renewable energy solutions for businesses. With unique capital and proprietary technology, Sunstone provides simple and efficient financing that solar installers use to help businesses acquire and deploy their solar system. We partner with best-in-class renewable energy developers across the country and help them grow and develop new customers and markets. By providing solar loans to businesses, we help these companies control their energy costs, contribute to meeting climate goals and ensure our entire economy is benefiting from clean, distributed electricity generation. About the Role Sunstone is currently seeking an Associate of Loan Operations to join their Financial Programs team. As an Analyst of Loan Operations, you will be a vital member of the Loan Operations team. In this role, you will be responsible for helping to grow Sunstone's loan operations, supporting the day-to-day operations, and performing loan allocation per investor credit boxes, pricing, and policies. This is an exciting opportunity to work in a rapidly evolving role and industry, with autonomy and the ability to contribute to building a company that is agile, partner-focused, and value-driven. Key Responsibilities: • Supporting the day-to-day operations, including loan origination, servicing, and portfolio management, • You must have exceptional attention to detail and demonstrated ability to make (really good) decisions independently, • Developing and implementing process improvements to enhance the efficiency and scalability of loan operations, • Demonstrated organizational skills, strong written communication skills, and exceptional verbal communication skills – you will need to manage multiple priorities, meet deadlines, provide updates to partners independently, and write policies/procedures., • One years of previous financial services or FinTech experience – though not required, experience in a lending, servicing, or compliance capacity at an earlier stage start-up is a plus, • A four-year college degree - MBA or other advanced degree is even better!, • Thrive in situations that require initiative, thinking on your feet, and adaptation; excited by building something new and doing something for the first time, • Exceptional attention to detail and demonstrated ability to make (really good) decisions independently, • Demonstrated organizational skills, strong written communication skills, and exceptional verbal communication skills, • Familiarity with Salesforce or other customer relationship management software and experience with implementing project management tools, • Located in New York City area Powered by JazzHR 1uie1DNiHe

Job Description As a Product Owner at Kapitus, you will help design and deliver the next generation of automation capabilities that power our sales, decisioning and customer experiences. This team builds the services that enable preapprovals, auto approvals, and automated marketplace submissions — integrating deeply with our data sources, risk models, and offer engines. You will act as the "CEO" of your product area, working with engineers, data scientists, and business partners to translate complex financial logic into scalable, automated solutions. You'll ensure we are building the most valuable and reliable services possible to improve speed, accuracy, and predictability across all Kapitus products. What you will do: • Manage and execute on the vision and roadmap for decision automation services, balancing business growth, credit risk management, and customer experience., • Collaborate across teams, sales, underwriting, data science, risk, and operations to align on shared objectives and service dependencies., • Work closely with developers and data engineers to translate model outputs and variable sets into automated decision flows., • Author detailed user stories and acceptance criteria for data-driven services and integrations, with clear logic for decisioning, scoring, and offer creation., • Leverage data and experimentation to validate assumptions, optimize decision quality, and continuously improve automation outcomes., • Partner with analytics and risk teams to ensure alignment on model integration, key variable retention, and governance across systems., • Adapt priorities and scope to deliver the highest-value solutions while balancing speed, cost, and risk., • Own the backlog and represent the voice of the business, ensuring clarity and alignment for development and analytics teams. What we're looking for: • You are an experienced Product Owner with strong analytical instincts, exceptional collaboration skills, and a passion for automating intelligent decisioning systems., • 5+ years of experience as a Product Owner or Analyst in financial services, lending, or risk management., • Deep understanding of credit and cashflow data sources (e.g., bureaus, bank data, financial statements) and how they inform lending decisions., • Experience with data-driven products, service design, and automation frameworks., • Ability to translate technical concepts (variables, scores, thresholds, rules) into business-friendly narratives., • Strong proficiency in user story writing, especially for service-oriented or data-driven features., • Skilled at balancing competing priorities and communicating clearly across both technical and non-technical audiences., • Familiarity with risk models, API integrations, and decisioning tools (e.g., GDS Link, Salesforce, or similar)., • Passion for problem-solving, continuous improvement, and scalable system design. Kapitus Total Rewards Package Includes: • Competitive Base Salary Range of $96,300 – $154,400 Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant's final salary will depend on a number of factors including the applicant's geographic location, skills, and experience., • Annual Incentive Compensation Eligibility – Up to 10% annually, • Health Insurance: We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families., • 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense., • Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events., • Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones., • Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life., • Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events., • Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities., • Paid Time Off and Sick Time, • Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future. About Kapitus: Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth. Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner's story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.

Job Description We are conducting a search for a motivated Business Development Analyst (Financial Services) with a bachelor’s degree (or equivalent; JD or master’s preferred), 3–5 years of experience in a law firm, financial institution, or professional services environment, and a strong track record of communication at the partner or executive level. The ideal candidate will work with lawyers, Business Development, Communications, Creative Services and other administrative staff to assist with efforts to generate increased business for the Firm. They will leverage research, writing, technical and communication skills to coordinate initiatives of the Financial Services, Tax, National Security and Estates and Personal practice areas and related subgroups. The Analyst will work closely with the partners and help the Business Development Senior Manager and team in business planning to assist in driving the business development strategy of the assigned practice groups and lawyers. This incumbent will be required to work overtime depending on the needs of the practice area lawyers and business development department. What You'll Do: · Support partners in preparing targeted presentations (pitch books, RFP responses, and deal sheets), in a manner that effectively communicates the Firm’s relevant experience and articulates clear reasons why the Firm should be retained. · Assist with submissions to league tables, directories, guides and other surveys. · Coordinate competitive intelligence research, used to update lawyers on market trends. · Follow Firm news, note wins and maintain the practice experience database and updates in the CRM system. · Complete production aspects (editing, fact checking, proofreading, assembling) to ensure materials are delivered accurately and on time. · Coordinate content aspects of internal and external marketing conferences and other events and in this capacity; work with the Events department. · Maintain a complete record of all pitches, meetings and outreach of any type in the Firm’s CRM (Client Relationship Management) system. · Maintain lawyer biographies over multiple channels (print, digital). · Collaborate with worldwide staff to ensure marketing materials are updated on a global scale. · Coordinate efforts with the Communications and Digital Marketing teams in the practice’s visibility program; on internal communications, external communications on external website and social media, and to maintain practice details and lawyer bios on external website. In addition, responsibilities related to maintaining firm and client information are to be adhered to by all employees. This includes complying with the firm’s information security policies, protecting firm assets from unauthorized access, disclosure, modification, destruction or interference, and reporting security events or potential events or other security risks to management. What You'll Bring: • Bachelor's degree or equivalent required; JD or Master's degree is a plus., • Three to five years of experience working for a law firm, financial institution or other professional services firm., • Experience with communication at the Partner/Executive level., • An ability to handle time-sensitive requests from multiple lawyers, across time zones, and to generate quality work product in a fast-paced environment., • Excellent interpersonal skills., • Deadline oriented., • Excellent writing/editing, proofreading, grammar and research skills (a writing and editing test is required), • Excellent analytical and organizational skills, with a high level of attention to detail., • Understanding of transactional terminology and processes, as well as basic understanding of litigation terminology., • Proficiency in standard spreadsheet, database, word processing and presentation applications (e.g., Excel, Dynamics, Access, Word, PowerPoint and SharePoint are pluses), as well as with a variety of online and new media information resources., • Knowledge of any CRM system is also helpful., • Familiarity with The Firm provides additional training in core software programs, if needed, to enhance skills and speed of work.

Job Description • Reconcile revenue and invoice data across legacy and new systems., • Ensuring consistency and accuracy throughout the migration process., • Support billing system implementation by participating in UAT cycles, validating data flows, and collaborating with Finance and Tech teams to resolve discrepancies., • Play a hands-on role in financial transformation efforts by validating system outputs and supporting data integrity, • 5 + years of accounting experience with a strong focus on reconciliation and internal controls., • Solid grasp of revenue recognition practices and end-to-end billing workflows.

Job Description Our client, an established financial firm with over $30 billion in investment management, is looking for a Business Systems Analyst to join the team and assist with the transition to Advent Geneva. Summary: The BSA is responsible for ensuring all stakeholders, in the front, middle and back-office are able to take advantage of capabilities. The position will bridge the gap between business needs and technical capabilities with Advent Geneva. Responsibilities: Collaborate with internal and external groups to analyze and document software features, platform capabilities, and processes Perform detailed data analysis working with the Fund Accounting, Investor Relations, Operations, and Risk teams Create user stories, define acceptance criteria, review test plans and cases Provide user support to Fund Accounting, Investor Relations, Portfolio and Credit Administration and Risk Perform data governance and data modeling between various systems Use SQL, Python, APIs, etc. for data on internal and external reports Collaborate with the analytics team to source data sources for consumption Partner with external consultants to perform various system implementation tasks Skills: 6+ years of Business Systems Analyst experience Extensive experience with Advent Geneva required Strong understanding of financial markets, investment products, and buy-side workflows like equity research, trading, portfolio management Experience working in Agile/Scrum framework Experience working with loan IBOR, Portfolio Management, and Performance systems Technical proficiency with Azure DevOps, JIRA, Confluence, Visio/Figma, SQL, BI tools, CRM platforms, and Rest APIs. Bachelor's degree in a relevant field

Job DescriptionPrimary Job Title: Financial Analyst Alternate/Related Job Titles: • Senior Financial Analyst, • Regulatory Reporting Analyst, • Position Type: Contract, • Contract Duration: 12 months, • Start: As Soon As Possible, • Pay Rate: $70–$80/hr, • Schedule: Monday–Friday, 9:00 AM–5:00 PM (37.5 hours/week; possible OT)Job Summary:The Financial Analyst will support high-visibility, cross-functional regulatory reporting initiatives with a focus on FR-Y15 reporting, capital markets data, and process improvement. This role requires strong analytical ability, regulatory knowledge, and the capability to develop detailed business requirements while collaborating with technology and data teams. The analyst will work in a dynamic environment and contribute to enhancing reporting accuracy, control frameworks, and operational efficiency.Key Responsibilities:, • Prepare business requirements and functional specifications to support Finance regulatory reporting system changes, particularly the FR-Y15 report., • Ensure requirements are complete, logical, and actionable for application development teams (Axiom or related tools)., • Analyze data at its source and understand relationships across the general ledger and data warehouse., • Manage all phases of testing and reconciliation back to source data., • Develop interim solutions addressing regulatory reporting challenges., • Review regulatory reporting outputs against risk reporting to ensure accuracy, completeness, and timeliness., • Evaluate system data flows, identify issues, and recommend solutions., • Collaborate with Data Group Office to document, prioritize, and resolve data quality issues., • Identify and analyze internal control weaknesses related to reporting; perform root cause analysis on Axiom-related issues., • Support process improvement initiatives that enhance reporting efficiency and control.Required Experience:, • 10+ years of financial, regulatory, or accounting experience., • Understanding of business risks and internal controls., • Detailed knowledge of U.S. regulatory reporting objectives and structure., • 5+ years assessing/escalating sensitive issues, performing root cause analysis, and developing corrective measures., • 3+ years experience with capital markets products., • Strong written and verbal communication skills and ability to document results., • Ability to build strong relationships and influence stakeholders.Nice-to-Have Experience:, • Familiarity with Axiom development lifecycle methodologies., • Experience with FR-Y15 reporting., • CPA certification preferred., • Experience supporting large banking or capital markets environments.Required Skills:, • Regulatory reporting expertise, • Financial analysis and internal controls, • Root cause analysis and issue escalationPreferred Skills:, • Axiom or regulatory reporting systems, • Capital markets product knowledge, • Data quality evaluation and reconciliation, • Strong communication and cross-functional collaborationAdditional Skills:, • Timely documentation, • Ability to work in unstructured environments, • Process improvement mindset We are a Native American-owned, economically disadvantaged corporation that highly values diverse and inclusive workplaces. Our clients and partners are among the most successful and innovative organizations in the world. Our top clients are Fortune 500 banking, insurance, and financial services firms, some of the nation’s largest life sciences, biotech, utility, and retail companies, and prestigious educational institutions in the Ivy League tier. There is always a new opportunity for success when you look through all of the open job opportunities on our website’s career page. Just click on this link: Awards SIA’s Fastest Growing Staffing Firm: 2023 and 2015 SIA’s Best Staffing Firm to Work for: 2019 -2023 Inc 5000 Fastest Growing Private Company: 2023, 2022, 2016, 2015 Randstad Preferred Supplier: 2020 - 2023 TechServe Alliance Excellence Award. 2019 NH Business Magazines Fast 5 fastest growing companies Ernst & Young Entrepreneur of the Year Finalist: 2015Global Technical Talent is a subsidiary of Chenega Corporation () with over 1.3 billion US$ in revenue and 5800 US employees. We provide Total Talent Solutions, Global staffing, SOW, RPO, Direct Sourcing, and Global Payroll with physical offices in US, Canada, and India. GTT Digital headquartered in Toronto specializes in providing high-tech digital and banking talent to some of the nation’s largest financial institutions. As a leader in the staffing industry for over 22 years, we have become one of the largest staffing firms in the New England region, working with Fortune 500 clients and cutting-edge, technology-driven recruiting infrastructure.\r\n\r\nWe are a Native American-owned, economically disadvantaged corporation that highly values diverse and inclusive workplaces. Our clients and partners are among the most successful and innovative organizations in the world. Our top clients are Fortune 500 banking, insurance, and financial services firms, some of the nation’s largest life sciences, biotech, utility, and retail companies, and prestigious educational institutions in the Ivy League tier.\r\n \r\nThere is always a new opportunity for success when you look through all of the open job opportunities on our website’s career page. Just click on this link: \r\n \r\nAwards\r\n\r\nSIA’s Fastest Growing Staffing Firm: 2023 and 2015\r\nSIA’s Best Staffing Firm to Work for: 2019 -2023\r\nInc 5000 Fastest Growing Private Company: 2023, 2022, 2016, 2015\r\nRandstad Preferred Supplier: 2020 - 2023\r\nTechServe Alliance Excellence Award. 2019\r\nNH Business Magazines Fast 5 fastest growing companies\r\nErnst & Young Entrepreneur of the Year Finalist: 2015

Job Description Our client—a global technology leader currently redefining how the financial industry approaches digital transformation—is looking for a strategic Tax Manager to oversee tax compliance, reporting, and efficiency across global operations. This role is ideal for someone who thrives in a dynamic environment and enjoys collaborating across teams to solve complex financial challenges. Responsibilities of this position will include: · Manage tax provision and compliance processes, including ASC 740 reporting, reconciliations, and reserves. · Review U.S. and international tax filings and ensure accurate, timely submissions. · Partner with internal teams and external advisors on audits, planning, and transactional tax matters. · Research tax implications for business initiatives and acquisitions. · Prepare and review tax journal entries, payments, and foreign tax provisions. · Supervise and support indirect tax analyst. For immediate consideration please email Ben.Turnbull@roberthalf. · Bachelor’s degree in Accounting, Finance, or related field · 7+ years of tax experience · CPA required · Advanced Excel proficiency and strong analytical, problem-solving, and organizational skills · Excellent communication and attention to detail in a fast-paced environment

Job Description We are an SEC Registered Investment Advisor working with high-net-worth individuals and their families to offer comprehensive wealth advisory. We additionally serve as a chief investment officer to other financial advisors and their clients in a sub advisory capacity. We are committed to delivering institutional caliber investment solutions that help our clients achieve their investment goals. We have built expertise in constructing tailored, tax sensitive portfolios incorporating all asset classes, via individual securities, exchange traded funds and private vehicles as appropriate. Job role: Trading Operations Analyst Job Overview: We are seeking a Trade Operations Analyst to join our Trading & Execution team. This is an exciting opportunity for someone eager to contribute to the growth and success of our business. We are looking for someone with high attention to detail and organizational skills with strong technical skills, who is passionate about investing. In this role, you will assist the trading team in executing investments across all asset classes for our clients, who collectively manage approximately $600 million in assets. This full-time (on-site) position offers a competitive compensation in the $90,000–$120,000 range, depending on experience, along with 401(k), commuter and insurance benefits. Key Responsibilities: • Trading, Cash Management & Portfolio Rebalancing, • Execute trades across various client portfolios, including model trading, block trading, tax loss harvesting, and Alternative Investments trading., • Manage cash flow for daily or ongoing distribution requests as necessary., • Monitor financial markets and collaborate with the Asset Allocation Committee to implement firm-wide trades., • Utilize the portfolio rebalancing system to analyze, approve, and execute daily trades., • Develop personalized asset allocation strategies and innovative investment solutions to help clients achieve their financial goals., • Assist in the trade settlement and reconciliation processes to ensure accuracy and compliance., • Monitor account filters to identify and capitalize trading opportunities for client accounts., • Client Portfolio Analysis & Proposal Building:, • Analyze incoming client portfolios and build tailored proposals that meet client needs., • Data Maintenance & Platform Management:, • Maintain accurate data across multiple systems within the investment platform., • Collaboration & Client Support:, • Work closely with internal teams and external partners, since we act as the Outsourced Chief Investment Officer (OCIO) for other financial advisors., • Generate ad hoc trade reports, including model updates, as requested., • Prepare structured note summary reports for advisors and their clients., • Provide ongoing support in building and maintaining client relationships., • Bachelor's degree 1-2+ years financial services experience, • Detail oriented with strong organization skills, • Analytical and logical, • Proficient with Excel, • Ability to prioritize and manage multiple tasks with a keen attention to detail, • Familiarity with equity, fixed income, and mutual fund securities and markets, • Familiarity with programming languages a plus, • Interest in pursuing Chartered Financial Analyst designation a plusCompany DescriptionGoalVest is a boutique wealth advisory firm delivering highly tailored, institutional-caliber investment solutions—such as structured notes, venture capital, and alternative investments—to clients with portfolios of $2 million or moreGoalVest is a boutique wealth advisory firm delivering highly tailored, institutional-caliber investment solutions—such as structured notes, venture capital, and alternative investments—to clients with portfolios of $2 million or more

Job DescriptionPrizeout is a leading New York city based fintech company where innovation meets financial empowerment. We provide rewards and loyalty solutions to partners that revolutionize the way their customers engage and maximize their financial potential. We're seeking passionate individuals to drive our mission forward and transform the landscape of advertising and financial technology. We have built a team that values humility and innovation and we believe that embracing challenges makes us better. We hire people we trust, who will live these values and who are able to find a way to navigate through obstacles, embody an entrepreneurial spirit, and maintain a spirit of optimism. If that’s you, please read on and apply today! About This Role Prizeout is seeking a Finance & Operations Analyst to join our growing Finance team. If you're early in your finance career and eager to go beyond spreadsheets into real strategic and operational impact, this role is for you. You’ll work closely with our VP Strategic Finance & Revenue Operations across a wide range of initiatives—from managing the cash mechanics of our fintech products, supporting financial forecasting, analyzing sales performance, and helping shape materials for investors and the board. This isn’t a siloed finance role; it’s a chance to embed yourself in the core of how our business runs and scales. We’re looking for someone who’s analytical, curious, and excited to take on a cross-functional role that blends finance, operations, and strategy. You’ll gain insight into how decisions are made at every level, collaborate with teams company-wide, and have the opportunity to grow with a company that’s redefining how consumers engage with financial institutions.What You'll Do: • Take ownership of cashflow operations tied directly to product usage—overseeing the movement of hundreds of millions of dollars each year through reconciliation, cash sweeps, and real-time financial execution, • Contribute to company-wide forecasting of revenue, expenses, and cash runway with sensitivity to business drivers, • Collaborate on investor and board materials, helping craft data-driven narratives around company performance and strategy, • Analyze sales pipeline and conversion data to identify growth opportunities and improve forecasting accuracy, • Help drive monthly and quarterly business reviews, planning cycles, and performance deep dives, • Support KPI development and performance tracking across sales teams, translating data into insights that drive revenue, • Partner on cross-functional initiatives across sales, operations, and finance to inform strategy and optimize execution, • Help refine and scale internal financial systems and processes to support growthWhat You'll Bring:, • Background in investment banking, corporate finance, private equity, or strategic finance, as shown by work experience, internship, or other training., • Strong understanding of financial statements, especially cashflow and working capital, • Exposure to financial modeling and valuation frameworks, • Excellent Excel skills (SQL is a bonus), • Strong communicator with an eye for detail, • Interest in operating within a startup environment—flexible, scrappy, and proactive, • A strategic mindset and desire to work across finance and operations, • Bachelor’s degree in Finance, Economics, or experience in related field

Job DescriptionSalary: About Us Macrobond is a leading provider of global economic and financial data and technology for investment professionals. Our customers include over 900 firms spanning the buyside, sell side, corporate and academic sectors. Our platform, rich in intellectual property and supported by a rapidly expanding global team, ensures we remain at the forefront of our industry. With the backing of Francisco Partners, a prominent global tech investment firm, we operate as a truly international company. Our headquarters are in Malm, Sweden, and we have key offices in Gothenburg, London, Poland, Lisbon, Hong Kong, and New York Job Overview Our Product Specialistsserve a crucial role at Macrobond: Theyensureprospects/new clientsmaximisethe value of our offering during the sales process, acting asworkflow and financial market experts. They bring together deep macroeconomic and financial knowledge, a strong understanding of client workflows, and in-depth productexpertiseto work with C-levels executives and junior analysts alike.On top of the client facingportionof the role, Product Specialists willregularly workwith internal teams such as Marketing, Product, Data, and Customer Successtohelpdrive future innovation andmaintainour industry-leading suite. This is a technical, client-facing, and commercially focused role. The team plays a critical role in driving revenuesupporting sales in closing new opportunities with both existing clients and new prospects. Working across departments, Product Specialists act as trusted advisors to our customers and internal teams alike. The successful candidate will be a motivated self-starter, comfortable in a demanding, client focused environment. Job Responsibilities • Deliver product demos and training sessions independently., • Contribute to webinars, publications, and other marketing initiatives with the team., • Lead and manage client trials to ensure value is clearlydemonstrated., • Provide support on thecreation of econometric and financial analysis via Macrobond as well as topics such as data architecture and API usage (training provided)., • Collaborate with the Conversion Team to scope client-specific projects., • Assist Account Executives with prospect queries and internal documentation., • Partner with internal teams to analyze client needs and deliver tailored product solutions., • Work with our Product and Data teams to enhance our offering based on client interactions, demands,and future needs. Required Qualifications and experience • 2-5 years of experience working in the Financial Services, Market/Financial Data (ideally), or financial industry at large in a technical role e.g. researcher, analyst, economist, pre-sales, or product/market specialist., • Eager to learn and thrive in a client-facing, technically involved role., • A strong communicator withexcellentpresentation skills; having the ability to convey complex ideas simply and concisely., • Analytical and detail-orientedworkingknowledge of Python, R, or another scripting language is a plus (especially for our Web API offering)., • Proactive, collaborative, and solution focused. What do we offer • Company 401(k) scheme, with a strong employer contribution, • Private medical insurance, Aetna PPO plan, • Life Insurance, • 20 days holiday per annum, • 2 Macrobond days to use for volunteering Our commitment to Diversity At Macrobond, diversity, equity, and inclusion are fundamental to our culture and success. We are committed to fostering an environment where all individuals are respected, valued, and empowered to contribute their unique perspectives. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity or expression, disability, protected veteran status, or any other characteristic protected by applicable law. By joining our team, you become part of an organization that believes diversity drives innovation and strengthens our collective performance. Apply today and be part of our ongoing journey of growth and inclusion. By using this website and submitting your information, you acknowledge ourCandidate Privacy Noticeand understand that your personal information may be processed in accordance with applicableCandidate Privacy Noticein your country of application. Apply today and become part of our exciting journey!

Job DescriptionPrimary Job Title: Business AnalystAlternate/Related Job Titles: Business Systems Analyst Operations Business Analyst Transaction Banking AnalystLocation: New York City, NY (Dallas, TX also noted as an optional worksite for candidates who may convert to FTE)Onsite Flexibility: Hybrid (Onsite 3 days/week)Contract Details: • Position Type: Contract, • Contract Duration: 9 months (through 10/30/2026), • Start: As Soon As Possible, • Contribute to a customer-focused culture that strengthens relationships and enhances operational excellence, • Ensure alignment with governance, regulatory compliance, AML/ATF, and internal policy frameworksProject & System Implementation, • Manage and support complex multi-faceted initiatives addressing strategic transaction banking needs, • Prepare and manage detailed project/action plans, • Conduct deep research and analysis to inform operational best practices, • Participate in system training and develop training materials for Operations users, • Define test plans and create test cases for UT, IST, and UAT cycles, • Clearly document business requirements on behalf of Operations, • Act as SME supporting concurrent workstreams, • Liaise with users, vendors, and regulatory bodiesProcess & Model Development, • Develop comprehensive understanding of transaction banking products and operating models, • Document future-state processes, policies, procedures, knowledge libraries, and job aids, • Create and maintain operational metrics used across multiple business tiersBusiness Process Optimization, • Reengineer existing tools and workflows to reduce cost, improve efficiency, and mitigate operational risk, • Apply business, financial, and process engineering knowledge to deliver measurable improvementsCross-Functional Collaboration, • Provide high-level professional service while coordinating across internal/external stakeholders, • Communicate effectively to ensure milestone delivery ahead of schedule, • Integrate risk culture and appetite into daily activities and decisionsRequired Experience:, • 3–6 years as a Business Analyst in transaction banking or transaction products, • Knowledge of corporate/commercial deposits and back-office processes, • 2+ years of UAT experience, • Strong skills in MS Office, Visio, PowerPoint, Excel, • 3+ years experience with JIRA/Confluence, • 3+ years experience with project management methodologies (Agile, Waterfall), • Bachelor's degree in Finance, Accounting, Business Administration, or similar fieldNice-to-Have Experience:, • Business Analysis certification, • Consulting or FinTech background, • Strong documentation writing capabilityRequired Skills:, • Transaction banking BA expertise, • UAT test planning & execution, • MS Office & process documentation, • JIRA/Confluence proficiency, • Agile/Waterfall methodologyPreferred Skills:, • Consulting background, • FINtech or FI operational experience, • Strong negotiation & influencing skillsAdditional Skills:, • Operational risk and regulatory compliance awareness, • Training development, • SME-level support, • Stakeholder management We are a Native American-owned, economically disadvantaged corporation that highly values diverse and inclusive workplaces. Our clients and partners are among the most successful and innovative organizations in the world. Our top clients are Fortune 500 banking, insurance, and financial services firms, some of the nation’s largest life sciences, biotech, utility, and retail companies, and prestigious educational institutions in the Ivy League tier. There is always a new opportunity for success when you look through all of the open job opportunities on our website’s career page. Just click on this link: Awards SIA’s Fastest Growing Staffing Firm: 2023 and 2015 SIA’s Best Staffing Firm to Work for: 2019 -2023 Inc 5000 Fastest Growing Private Company: 2023, 2022, 2016, 2015 Randstad Preferred Supplier: 2020 - 2023 TechServe Alliance Excellence Award. 2019 NH Business Magazines Fast 5 fastest growing companies Ernst & Young Entrepreneur of the Year Finalist: 2015Global Technical Talent is a subsidiary of Chenega Corporation () with over 1.3 billion US$ in revenue and 5800 US employees. We provide Total Talent Solutions, Global staffing, SOW, RPO, Direct Sourcing, and Global Payroll with physical offices in US, Canada, and India. GTT Digital headquartered in Toronto specializes in providing high-tech digital and banking talent to some of the nation’s largest financial institutions. As a leader in the staffing industry for over 22 years, we have become one of the largest staffing firms in the New England region, working with Fortune 500 clients and cutting-edge, technology-driven recruiting infrastructure.\r\n\r\nWe are a Native American-owned, economically disadvantaged corporation that highly values diverse and inclusive workplaces. Our clients and partners are among the most successful and innovative organizations in the world. Our top clients are Fortune 500 banking, insurance, and financial services firms, some of the nation’s largest life sciences, biotech, utility, and retail companies, and prestigious educational institutions in the Ivy League tier.\r\n \r\nThere is always a new opportunity for success when you look through all of the open job opportunities on our website’s career page. Just click on this link: \r\n \r\nAwards\r\n\r\nSIA’s Fastest Growing Staffing Firm: 2023 and 2015\r\nSIA’s Best Staffing Firm to Work for: 2019 -2023\r\nInc 5000 Fastest Growing Private Company: 2023, 2022, 2016, 2015\r\nRandstad Preferred Supplier: 2020 - 2023\r\nTechServe Alliance Excellence Award. 2019\r\nNH Business Magazines Fast 5 fastest growing companies\r\nErnst & Young Entrepreneur of the Year Finalist: 2015

Job Description THE OPPORTUNITY This is a hands-on role for a professional who can cut through complexity, synthesize information, and drive progress. You’ll take responsibility for understanding each asset — both in workouts and acquisitions — from every angle: what happened, where things stand, and what must happen next. This role is for someone who can become the connective tissue between data and decision-making — someone who can help shape the firm’s understanding of complex situations and, over time, grow into a leadership role within the firm. WE ARE HIRING FOR TWO POSITIONS, A SENIOR AND A MID-LEVEL POSITION. COMPENSATION DETERMINED BY SENIORITY AND FIT. WHAT YOU’LL DO Asset & Portfolio Analysis • Collect, organize, and interpret property- and loan-level data across workouts, restructurings, and acquisitions., • Identify and clarify key facts — what happened, the current position, and the actions needed to move forward., • Synthesize inputs from leases, operating statements, loan documents, and market data into clear conclusions that inform strategy., • Evaluate property operations and their effect on financing structures — both for new transactions and for the restructuring of existing loans., • Oversee due diligence to uncover operational issues, loan-structure weaknesses, and hidden opportunities., • Evaluate third-party reports, appraisals, rent rolls, and servicer communications to build a full picture of each asset., • Use findings to strengthen CASE’s negotiating position and validate or challenge assumptions in the business plan., • Coordinate with the modeling and analyst team, who assist in developing data, models, and underlying assumptions., • Partner with the strategy team, who interpret the full picture that emerges from your diligence work., • Ensure that every project — from data collection to strategic interpretation — is tightly aligned, current, and actionable., • Support communication with lenders, borrowers, and special servicers., • Prepare and review funding requests, lease approvals, and modification materials with full understanding of context and risk., • Review and interpret key provisions in loan documents, leases, and guarantees., • Highlight structural risks, obligations, or advantages that may influence the team’s negotiating or ownership strategy. WHAT DEFINES SUCCESS AT CASE You bring the rigor of credit, the instincts of ownership, and the discipline of follow-through. You turn fragmented data into clarity — connecting operational, financial, and legal details into a coherent story that informs action. You’re not guessing at strategy; you’re powering it through insight and preparation. CASE hires only those who can grow into leadership roles within the firm. The professionals who thrive here learn every layer of the business — from diligence to decision — and build the judgment and fluency to one day command a room. REQUIREMENTS * Minimum 6+ years in CRE lending, credit, underwriting, asset management, or loan workouts (preferably a mix). * Deep understanding of property operations and their relationship to financing — including how performance, capital needs, and tenancy impact both new originations and loan restructurings. * Ability to read and interpret leases, loan documents, and guarantees. * Advanced Excel skills; Argus familiarity preferred (analyst support provided). * Strong writing, analytical, and communication skills. * Proven ability to organize information, prioritize deadlines, and manage multiple projects in a fast-paced environment. * In-office presence required (4–5 days per week). We don’t hire many people, but the ones we do, we invest in. We’re not looking for followers who check boxes. We’re looking for thinkers who execute. Whether you choose to build your long-term future with us or take what you’ve learned into the next stage of your career, your time at CASE will give you the kind of insight and experience that would otherwise take a decade to acquire. Together, we grow CASE. Together, we help you see aspects of the business that few get to learn until much later in their career, if at all. ———————————— CASE is an equal opportunity employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Company Description- - - - - - - - - - - - - - - - - - - - - - - - - - ABOUT CASE CASE Equity Partners is a real estate investment and advisory platform built to create value from complexity. For more than 35 years, the leadership of CASE has invested in, operated, and transformed commercial real estate. At most firms, professionals spend years confined to narrow roles, seeing only fragments of the process. At CASE, the success of our business depends on understanding the full vertical — from property operations to financing, from diligence through execution. That means your exposure and learning curve here will be faster and broader than almost anywhere else in the industry. You’ll learn how operational realities shape capital decisions, how financing structures drive outcomes, and how those insights connect across every discipline of the firm. For our restructuring advisory, our knowledge is built on the asset side. Our deep diligence review and loan experience builds a credible baseline. As lenders evaluate collateral, we refine our clients value-creation narrative, identify hidden risks, and structure actionable solutions—ranging from discounted payoffs to covenant amendments. We lead negotiations with lenders and servicers, coordinating closely with legal teams to focus efforts where they matter most. Our investment initiatives combines strategic vision, structured finance expertise, and hands-on asset management. The firm and its affiliated family office manage a nationwide portfolio of more than 60 properties spanning multifamily, mixed-use, retail, office, and industrial assets. From the early days of the family office in the 1990s—when others fled troubled markets—a reputation was built by acquiring and repositioning distressed assets at significant discounts. Following the Global Financial Crisis, the platform expanded into distressed debt and structured finance, mastering CMBS, SASB, private credit, and balance-sheet lending. Through its advisory arm (CPS, formerly Case Property Services), the firm represents borrowers and investors in complex restructurings, bringing together deep capital markets knowledge with the operational discipline required to turn around high-stakes assets. This evolution unites institutional advisory experience and principal investment capability (though we do not invest in our advisory projects), enabling CASE to deliver high-value solutions across the entire capital stack—from bonds and loans to property equity.- - - - - - - - - - - - - - - - - - - - - - - - - - \r\nABOUT CASE\r\n\r\nCASE Equity Partners is a real estate investment and advisory platform built to create value from complexity. For more than 35 years, the leadership of CASE has invested in, operated, and transformed commercial real estate. \r\n\r\nAt most firms, professionals spend years confined to narrow roles, seeing only fragments of the process. At CASE, the success of our business depends on understanding the full vertical — from property operations to financing, from diligence through execution.\r\n\r\nThat means your exposure and learning curve here will be faster and broader than almost anywhere else in the industry. You’ll learn how operational realities shape capital decisions, how financing structures drive outcomes, and how those insights connect across every discipline of the firm.\r\n\r\nFor our restructuring advisory, our knowledge is built on the asset side. Our deep diligence review and loan experience builds a credible baseline. As lenders evaluate collateral, we refine our clients value-creation narrative, identify hidden risks, and structure actionable solutions—ranging from discounted payoffs to covenant amendments. We lead negotiations with lenders and servicers, coordinating closely with legal teams to focus efforts where they matter most. \r\n\r\nOur investment initiatives combines strategic vision, structured finance expertise, and hands-on asset management. The firm and its affiliated family office manage a nationwide portfolio of more than 60 properties spanning multifamily, mixed-use, retail, office, and industrial assets. \r\n\r\nFrom the early days of the family office in the 1990s—when others fled troubled markets—a reputation was built by acquiring and repositioning distressed assets at significant discounts. Following the Global Financial Crisis, the platform expanded into distressed debt and structured finance, mastering CMBS, SASB, private credit, and balance-sheet lending. Through its advisory arm (CPS, formerly Case Property Services), the firm represents borrowers and investors in complex restructurings, bringing together deep capital markets knowledge with the operational discipline required to turn around high-stakes assets. \r\n\r\nThis evolution unites institutional advisory experience and principal investment capability (though we do not invest in our advisory projects), enabling CASE to deliver high-value solutions across the entire capital stack—from bonds and loans to property equity.

Job Description Who We Are: CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together to build an inclusive New York City. CAMBA serves more than 65,000 individuals and families each year, citywide, including almost 13,000 youth. Our 180+ programs in over 100 locations improve the lives of a diverse cross section of New Yorkers. From homelessness prevention in Staten Island to supportive housing in the Bronx; from employment training in Manhattan to after school programs and college access in Brooklyn; from family shelter and support in Queens to increasing affordable housing across the city, CAMBA provides holistic services to help struggling New Yorkers stabilize their lives and become self-sufficient. CAMBA's Fiscal Department provides fiscal administration including accounting, budgeting, procurement services and procedures for numerous city/state/federal contracts and/or private grants. In addition, the Fiscal Department recommends alternatives to assure that organization-wide objectives and priorities are met. Position: Junior Budget Analyst Reports To: Assistant Program Director Location: 1720 Church Avenue, Brooklyn, NY 11226 What The Junior Budget Analyst Does: • Maintain professional relationships with clients and client confidentiality., • Practice Universal Precautions/Standard Protocol & Procedures., • Comply with any and all Federal, State, City and CAMBA security and privacy polices intended to protect the security and privacy of individually identifiable health information., • Analyze accounting records to determine financial resources required to prepare and submit budget modifications. Examine budget estimates or proposals and expense reports for completeness, accuracy; and conformance with established procedures, regulations, and organizational objectives., • Provide advice and technical assistance in the preparation of annual budgets, budget modifications/ renewals and/or amendments., • Serve as liaison to management staff and inform them of any reclassification or discrepancies that may arise during analysis., • Examine past and current operating budgets in order to analyze trends affecting budget needs., • Research economic and financial developments that affect the organization’s spending., • Review and assess variance sheets to assist management in maximizing the use of accruals., • Review submitted expense reports for accuracy., • Prepare analysis of program expenses for program staff and senior management., • Monitor various contracts and analyze expenses to facilitate program managers’ objectives., • Prepare budgets and/or modifications in order to meet all deadlines for the mid-year and close out cycles., • In coordination with the Assistant Program Director, schedule and facilitate/attend management staff meetings to assess financial status in lieu of budget modification preparation., • Attend staff/funder/outside agency meetings as requested., • May review and maintain the accuracy of all budgets assigned in MIP., • Portfolio will be limited to two to six programs., • All duties will be under strict supervision, • Must abide by strict ethical standards, • Must maintain integrity, objectivity, and confidentiality at all times, • Must avoid personal conflicts of interest situations Status: Full-time (35 hours per week) Benefits: CAMBA offers a comprehensive benefits package including health insurance, dental insurance, 403(b) retirement plan with employer match, paid time off (vacation, personal, and sick time), and paid holidays. CAMBA is an Equal Opportunity Employer. We value a diverse workforce and inclusive workplace. People of color, people with disabilities, and lesbian, gay, bisexual, and transgender people are encouraged to apply. We consider all applicants without regard to race, color, religion, creed, gender, gender identity, gender expression, national origin, age, disability, socio-economic status, marital or veteran status, pregnancy status or sexual orientation. Powered by JazzHR pUbYZMkwEF

Job DescriptionInvestment Banking Analyst Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base + performance bonus (Varies by employer) About This Opportunity Career Launch AI is featuring an exclusive Investment Banking Analyst role on our private job board — available only to members of the Career Launch AI platform. This is an example of the high-quality finance, consulting, and technology roles our members access before they hit public job boards. If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. About the Role A leading middle-market investment bank is seeking a highly motivated Investment Banking Analyst to join its growing team. The analyst will play a critical role across live transactions, M&A advisory, financial modeling, due diligence, and client presentations. This position is ideal for candidates who thrive in fast-paced, high-growth environments and want hands-on exposure to deal execution and strategic financial advisory. Key Responsibilities * Build and maintain detailed financial models (3-statement, DCF, LBO, accretion/dilution) * Conduct industry research, competitor benchmarking, and valuation analyses * Support live M&A, capital raising, and restructuring engagements * Prepare investment memoranda, pitch books, and client-facing presentations * Assist in due diligence, data room management, and deal execution * Work with senior bankers to support client strategy and transaction workflows What We’re Looking For * Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or related field * Strong financial modeling & valuation skills * Excellent analytical, quantitative, and communication skills * Ability to manage multiple workstreams in a fast-paced environment * Highly detail-oriented, structured, and self-motivated * Prior internship or full-time experience in finance (banking, PE, consulting, audit, FP&A) is a plus * Proficiency in Excel, PowerPoint, and financial databases Why This Posting Matters This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: * Exclusive roles from employers who recruit directly through Career Launch AI * Hidden opportunities not available on public job sites * Warm introductions to hiring managers and recruiters * AI-powered job search automation that applies on your behalf * Done-for-you networking outreach to decision-makers * Personalized interview coaching until you’re hired Members get access to 1,000+ curated roles across: * Investment Banking * Private Equity & Venture Capital * Corporate Finance * Strategy Consulting * Tech (FAANG-level & startups) * Product Management * Data, Operations, and more How Career Launch AI Helps You Get Hired Faster Career Launch AI is not a recruiting firm. It’s a career acceleration platform that helps job seekers land competitive roles 80% faster through a combination of: * AI-powered automated job applications * Direct recruiter outreach on your behalf * Personalized interview prep * Warm introductions and human-led execution * Support until you land your next role This role is representative of the types of positions we help candidates secure through our platform. Ready to Land Roles Like This? To access this opportunity — and hundreds of similar roles — join the Career Launch AI platform today. Apply for Career Launch AI 🔗 Once you enroll, you’ll receive: ✔ Access to the exclusive job board ✔ Personalized recruiter outreach ✔ AI job application automation ✔ Coaching & interview prep ✔ Support until you’re hired Career Launch AI — Powered by Initio Capital Democratizing access to elite careers in finance, consulting, and technology. 8 The Grn, Dover, Delaware 19901 |

Job DescriptionMission Capital Advisors (Mission Capital), a subsidiary of Marcus & Millichap Capital Corporation (MMCC), is a leading loan sale advisor and due diligence provider. Mission Capital is seeking Director and Vice President level candidates to join their residential loan portfolio sales team. The candidate will work with senior members of Mission Capital and MMCC and will be based in New York, NY. The candidate will have knowledge of the broad bank and non-bank lending market and familiarity with all single family mortgage debt products including performing, re-performing, sub-performing, distressed, and charge-offs. They should possess relationships with debt capital markets participants/customers, including community, regional, money center and international banks, investment banks, specialty finance companies, and funds. The anticipated salary range for candidates who will work in Manhattan, NY is $160,000 - $175,000. The final salary offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and length of experience within the industry, education, etc. Marcus & Millichap is a multi-state employer, and this salary range may not reflect positions that work in other states. Key Responsibilities: • Possess, develop and maintain consultative high-level relationships with decision makers at banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers and other market participants to source residential loan sale opportunities for Mission, • Evaluate bank balance sheets, quarterly earnings presentations, news sources, earnings, and call reports, and other publicly available information to develop thoughtful loan sale trading strategies for financial services clients, • Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing, • Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters, • Schedule and attend industry conferences and events, • Develop and promote thought leadership ideas to clients, • With the assistance of the MCA and MMCC analyst and trade support, complete sophisticated new business proposals for potential clients, including both strategy and valuation analysis, • Maintain detailed tracking and reporting of business development initiatives in SalesforceKey Attributes / Experience:, • Bank / FIG analyst training / prior investment bank sell side analyst coverage experience, • Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund), • Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution, • Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus), • Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus, • Strong business writing skills, • Attention to detail, • Ability to work as part of a team, • Strong drive and desire to take on responsibility

Job Description Position: Senior Analyst - Investments Department: Investment Team Reports To: VP/Dir - Investments Employment Status: Full-Time, Hybrid Office Location: 22 Vanderbilt - New York, NY Emigrant Partners Overview: Emigrant Partners ("EP") is a long-term capital and advice partner that makes minority investments into wealth and alternative asset management firms. We act as a comprehensive capital partner to leading firms by providing long-duration capital and growth support through our strategic advice. As one of the earliest minority investors in the space, EP's 21 partner firms include industry leaders that collectively advise on approximately $125 billion of assets. EP's structure enables it to be invested in firms for 10+ years, allows them to remain independent and empowers founders and the next generation to continue running the day-to-day operations of the firm. EP affords the opportunity to be part of an ambitious, dynamic, tight knit, and entrepreneurial team with a pristine reputation and strong track record. EP is owned by Emigrant Bank, which is led by Howard P. Milstein and the Milstein family. Job Summary: EP is looking for a talented Senior Analyst to join the Investments team with responsibility for both working on new direct investments as well as supporting our partner firms on their M&A activity. The candidate will be expected to monitor industry trends, review investment opportunities, participate in transaction diligence, build and maintain financial models, assist in transaction negotiations, and execute new investments. The candidate will also be expected to develop relationships with our existing partner firms and serve as a trusted advisor and partner in their execution of tuck-in acquisitions. Responsibilities: • Support the evaluation of investment opportunities for both EP and EP's partner firms, • Build and maintain detailed financial models including operating models, LBO and investment models, scenario analyses, merger accretion/dilution, exit analyses, and ad hoc projects, • Assist in key phases of the transaction process, including due diligence and creation of deal materials, • Review and analyze company historical performance and projections and determine reasonableness of adjustments and valuation assumptions, • Draft investment memos synthesizing qualitative and financial analyses to support investment decisions, • Support monitoring of existing partner firms and contribute to project-based value creation initiatives, collaborating with cross-functional teams across finance, operations, and strategy, • Conduct ongoing market research and prepare internal materials, including quarterly market updates, deal activity tracking, and portfolio company analyses, • Maintain internal databases including deal pipeline, market activity tracking, and portfolio metrics, • 1-3 years of experience, with a background in private equity or investment banking, • Experience advising and/or investing in the wealth & asset management sector is helpful, but not required, • Experience working on deal processes from end-to-end from the buy-side, sell-side or both, • Excellent financial modeling, analytical, and research skills, • Self-starter with a strong work ethic, problem-solving mindset, and eagerness to learn, • Highly organized and capable of managing multiple work streams with minimal supervision, • Strong written and verbal communication skills, • Demonstrated passion for investing and interest in wealth and alternative asset management The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Bank and its Subsidiaries. Emigrant Bank and its Subsidiaries retains and reserves any and all rights to change, modify , amend, add to or delete from any section of this document as it deems, in its judgment, to be proper. New York pay range$150,000—$200,000 USD

Job Description Our global business is growing rapidly so we are recruiting Associates (1-4 years’ experience) across our teams in New York. Associates play a vital role providing a world class service to our candidates and clients in all the countries and markets in which we operate. Associates take part in a robust onboarding and development program to ensure they are well equipped to work collaboratively and effectively with a range of colleagues, and develop a successful career in recruitment. What you will do • Engage with, and cultivate a candidate network – developing your own personal brand and reputation within your market, • Support colleagues with the execution of projects mandated by clients – taking ownership at critical stages of the process, • Play a lead role in defining and executing search strategies, • Identify, approach and engage with candidates for specific requirements using a range of research tools and methodologies, • Keep up to date with market trends and developments. Updating relevant team members when appropriate, • Develop and execute on a range of talent attraction strategies, • 1-4 years’ experience in a recruitment environment (ideally executive search), • Professional approach to work and a self-starter, • Exemplary communication skills, both written and verbal, • Natural curiosity and willingness to learn from experienced colleagues, • Strong desire to build a career in recruitment with some knowledge of the industry, • Ability to deliver on numerous tasks at any one time and prioritise effectively, • The appropriate authorisation to work in the US without visa sponsorship About The Barton Partnership Having been founded in 2007, The Barton Partnership has established itself as the pre-eminent and a multi award-winning, niche, executive recruitment firm providing permanent search and independent consulting services across all aspects of Strategy & M&A, Digital, Data & Analytics, ESG & Sustainability, and Transformation & Change. We have offices in London, New York, Chicago, Paris, Singapore, and Hong Kong. Our clients include FTSE listed and Fortune 500 companies across all sectors/industries; SMEs, Strategic, Innovation & Management Consulting firms (large and boutique), Global Financial Services, Private Equity and Venture Capital organisations. Our network represents talent from Analyst to Partner/MD level across all disciplines and sectors associated with Strategy & M&A, Digital, Data & Analytics, ESG & Sustainability, and Transformation & Change. Our independent consulting business provides clients with individuals and teams for business-critical projects across Europe, North America and AsiaPac. We maintain a curated global network of more than 5,000 independent Consultants, and in 2022 we ranked Gold for Consulting Networks in the UK’s Leading Management Consultants report by the Financial Times. The key to our success lies in the experienced talent we have acquired ourselves. Our team consists of industry veterans and former tier-one strategy consultants working alongside sector-specialised experienced recruiters, which gives us a clear and distinct advantage in understanding the needs of the people we work with, whether you are an employer seeking new talent or an individual looking for a career change. TBP is proud to be an equal opportunities employer. We believe that diversity and inclusion among our colleagues is critical to our success as a global organisation. Employment at TBP is based solely on a person’s merit and qualifications directly related to professional competence. We do not discriminate against any employee or applicant because of age, race, disability, sex, gender reassignment, sexual orientation, pregnancy, maternity, race, religion or belief, marriage and civil partnerships. Powered by JazzHR PwldifFJ5r

Job Description THE POSITION The Senior Analyst is responsible for a wide range of tasks/responsibilities, including but not limited to: downloading and summarizing offering memorandums and related deal offering materials, real property tax analysis, rent roll analysis, rent comparable analysis, historical income statement analysis, income statement projections, market and submarket analysis, deal opportunity tracking, research/data/mapping. What You Can Expect to Do Financial Analysis: Provide support for financial analysis and underwriting of potential acquisition and development opportunities utilizing Excel. Market Research: Provide research support utilizing online, internal, and external resources. Data aggregation and analysis will be required. Stay current on industry trends and maintain market awareness in targeted markets through direct research and review of third-party research. Investor Marketing: Assist in preparing investment presentations for investors, government agencies and brokers. Transaction Execution: Assist in due diligence, coordination of 3rd party vendors, interfacing with lenders and government agencies, preparation of closing statements etc. What You Should Have • Strong Excel modeling and quantitative skills, • Experience within Affordable Housing and/or Real Estate, • Excellent verbal and written communication, organizational, presentation, and analytical skills, • Ability to take ownership and commitment to follow through, • Ability to effectively prioritize and handle multiple tasks under pressure, • Strong work ethic and attention to detail, • Desire to work in a fast-paced, entrepreneurial environment, • 2 – 4 years of relevant work experience in financial analysis – previous employment at a principal real estate, real estate development, real estate investment or commercial banking firm preferred, • Bachelor’s Degree – Finance, Accounting, Economics or Real Estate Concentration is a plus, • “Making the call’: Strong problem-solving, investigating, and critical judgment skills for all proposed scopes of work, • Strong understanding of budgets and reviewing financial statements, • Must be a proactive, detail-oriented person with excellent analytical skills, • Independent, self-starter mentality, with exceptional communication and organizational skills, • Eager to work in a fast-paced entrepreneurial environment, • Ambitious, desire to grow, • Highly accountable: able to take ownership, meet deadlines, follow through, • Highly motivated self-starter and independent worker, • Proven ability to excel in a fast-paced environment with multiple projects and deadlines., • Acknowledges and learns from mistakes and challenges, • Outstanding written and oral communications skills., • Able to work collaboratively in a small team environment; can “roll up his/her sleeves” and pitch in where necessary within the organization, • Ready to work in a fast-paced environment and be part of an amazing team doing valuable work THE COMPANY Standard Communities is a leading owner, investor, and developer of affordable and middle-income housing. As one of the largest owners of affordable housing in the U.S., we believe housing is a pathway to prosperity. We deliver high-quality, sustainable homes that foster community and offer our 75,000+ residents the opportunity to build brighter futures. With over $6 billion in assets under management and a portfolio of nearly 30,000 units across 200 properties in 22 states + Washington, D.C., our team blends nationwide scale with local expertise. As a Certified B Corporation and California Benefit Corporation, we value high performance, social responsibility, and innovation. Headquartered in Los Angeles and New York, with offices across the country, we’re driven by a shared mission: to transform housing, empower residents, and strengthen communities. We don’t just build housing—we build opportunities. If you’re passionate about real estate, community impact, and professional growth, we’d love to hear from you. At Standard Communities, we value urgency in execution, precision in our work, and empathy in our interactions. These core principles guide us in how we build, collaborate, and grow together. Standard Communities is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit, and business need.

Job Description Compliance Data Analyst bilingual Chinese Consultant Temp located on-site in Manhattan RESPONSIBILITIES: Pull and reconcile monthly transaction data between systems; Produce system statistics for system performance review; Produce transaction and risk statistics for compliance risk assessment; Maintain, update, and test various system lists, such as OFAC list, country risk list, internal lists; Produce transaction review files for correspondent accounts and AML reviews; Conduct AML/OFAC system testing and tuning; Prepare essential documentation to define requirements, test plans, and analysis; Create and execute test cases and scripts for testing of changes and releases; Perform other ad-hoc compliance data related tasks. REQUIREMENTS: Fluent in English and Chinese. Bachelor's degree in Financial Engineering/Mathematics/Data Science and related field; One year of relevant experience; Hands on experience with Actimize or/and Firco preferred; Strong analytical, inter-personal, and communication skills; #acgresourcesjobs Company DescriptionGreat opportunity, visible roleGreat opportunity, visible role

Job DescriptionWe are looking for an Accounting Analyst to join our team in New York, New York. This role offers an exciting opportunity to contribute to a newly established team dedicated to streamlining and organizing financial and accounting data across the company. The position involves working on impactful projects that span the entire organization, providing valuable insights and driving efficiency. Responsibilities: • Analyze and organize financial and accounting data to enhance reporting and tracking across the company., • Collaborate with various departments to ensure accurate and streamlined financial processes., • Utilize Excel to perform advanced data analysis and create meaningful reports., • Support projects that improve firm-wide efficiency and financial operations., • Develop and maintain dashboards using Power BI to visualize key financial metrics., • Conduct ad hoc financial analyses to support business decision-making., • Identify opportunities for process improvement and recommend actionable solutions., • Work closely with leadership to provide insights and recommendations based on financial data., • Ensure compliance with company policies and financial regulations., • Assist in the preparation of reports and presentations for stakeholders.• Minimum of 2 years of experience in financial analysis or accounting roles., • Proficiency in Excel, including advanced functions and data analysis capabilities., • Experience with Power BI or similar data visualization tools is preferred., • Strong analytical skills with the ability to interpret large datasets., • Familiarity with big data concepts and their application in financial analysis., • Ability to work effectively on-site four days a week., • Excellent communication and collaboration skills., • Detail-oriented with a strong focus on accuracy and problem-solving.

Job Description About Us: At USALLIANCE, we pride ourselves on innovation, teamwork, training and development and career planning. As part of our team, you will have the opportunity to grow both personally and professionally in an inclusive and supportive environment. Represent USALLIANCE in the community and form lasting relationships with our members and partners. About This Role: As a member of the finance team, you will analyze competitive trends and support USALLIANCE’s objectives of having highly competitive and market-leading deposit products. You will collaborate closely with finance, marketing, and other technical teams to develop and implement data-driven strategies aimed at driving growth and profitability. You will play a significant role in shaping deposit product features and recommending pricing to ensure USALLIANCE delivers exceptional deposit products for its members. Key Responsibilities: • Monitor competitors and market trends to identify competitive strengths, weaknesses, and opportunities for deposit product improvement and growth., • Collaborate with cross-functional service and technical teams to implement product feature changes, focusing on target demographic needs, product feature benchmarking, service delivery, and profitability., • Analyze trends in membership growth, deposit flows, and service execution and make recommendations for deposit product or feature enhancements., • Use financial tools to measure, monitor, and forecast interest and non-interest expenses attributed to deposit products and to support planning and decision-making., • Contribute to the preparation of the monthly cash flow forecast report by analyzing and projecting deposit flows and month-end balances., • Assist in preparing monthly financial reports for senior management and the board of directors., • Must have minimum of 4 years of product analyst or related experience., • Bachelor’s degree in accounting, finance, or a related field., • Experience in financial analysis, preferably in the financial services sector., • Proven ability to extract data, build reports, and interpret results., • Analytical and problem-solving skills, with demonstrated capability to analyze complex data sets and derive actionable insights., • Communication and presentation skills, with proficiency in conveying complex information clearly and concisely., • Proficiency in financial and data analysis tools, such as Microsoft Excel. SQL is a bonus., • Familiarity with financial industry regulations and compliance standards., • Competitive salary and benefits package, • Opportunities for professional development and career growth, • Hybrid Schedule (min 3 days in office to maximize collaboration), • A collaborative and inclusive work environment, • Paid Time Off, Wellness Time & Paid Federal holidays, • 401K with 6% match EQUAL OPPORTUNITY EMPLOYER USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce. This job description is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This job description may be modified at any time, for any reason, at the sole discretion of management. At this time, USAlliance Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization). If you need sponsorship now or in the future, look for this statement in the job description before you apply: “USAlliance Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position”. If this is not listed in the job description, USAlliance Federal Credit Union will not provide sponsorship for the candidate to work in the United States. It is unlawful for USAlliance to require or administer a lie detector test as a condition of employment or continued employment. In accordance with applicable state laws, an employer who violates this law shall be subject to criminal penalties and civil liability. In the spirit of pay transparency, we are excited to share the base salary/hourly range for this position is $73,979.75 - $94,324.18, exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. Please keep in mind that the range mentioned above is the full base salary for the role. Hiring at the maximum of the range would not be typical to allow for future and continued salary growth. We also offer a generous compensation and benefits package. All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.

Job Description Are you a Financial Analyst looking to land a new job before Jan 1? Robert Half is representing several hybrid FA opportunities on Long Island and we'd love to connect with you! Opportunities range from FA through SFA and offer the chance to contribute directly to the financial success and strategic planning of our clients. Responsibilities: • Develop and maintain financial models to support business forecasting and strategic planning., • Analyze financial data and generate insights to inform company-wide decisions., • Prepare and deliver detailed reports on budgeting, forecasting, and financial performance., • Monitor key performance indicators (KPIs) and provide actionable recommendations based on trends., • Conduct variance analyses to identify discrepancies between actual and forecasted results., • Collaborate with cross-functional teams to gather data and ensure accurate reporting., • Assist in the creation of ad hoc financial analyses to support special projects and initiatives., • Ensure compliance with financial regulations and company policies in all reporting activities., • Provide insights and recommendations to improve operational efficiency and cost management., • Support annual budgeting processes and long-term financial planning efforts., • Minimum of 2 years of experience in financial analysis, • Proficiency in financial modeling and analytical tools., • Strong expertise in budgeting, forecasting, and KPI reporting., • Solid understanding of variance analysis and its application in business scenarios., • Exceptional attention to detail and ability to interpret complex financial data., • Advanced proficiency in Microsoft Excel and financial software systems., • Excellent communication skills, both written and verbal, to present findings effectively., • Bachelor's degree in Finance, Accounting, Economics, or a related field.

Job Description Contract Cyber Security Analyst with Documentation Experience MUST be able to work Eastern Time This person will be working on the Financial IT Security/Strategy Team There are 6 people on this team The data streams come from ServiceNow and Archer This team is very senior Formatting must be perfect and consistent We are seeking a highly skilled Analyst & Documentation Expert to transform complex and technical cybersecurity content into clear, concise, and visually compelling presentation materials tailored for executive audiences, including leadership teams, committees, and Board members. This role requires exceptional communication and writing skills, strong attention to detail, and proficiency in creating professional content using PowerPoint, Word, and Excel. Key Responsibilities • Content Review & Consolidation:, • Analyze source data provided by cybersecurity domain experts., • Consolidate and simplify technical information into executive-level summaries., • Presentation Development:, • Create polished, visually appealing materials for leadership and Board presentations., • Ensure perfect formatting and adherence to corporate branding standards., • Content Validation:, • Verify accuracy and consistency of information across multiple sources., • Maintain compliance with internal standards., • Stakeholder Collaboration:, • Partner with subject matter experts and multiple stakeholders across the organization., • 5 years of Cyber experience in Finance or Banking, • Proven experience in documentation, content creation, or business analysis within a highly regulated industry, • Understanding of cybersecurity concepts (ability to interpret technical material)., • Excellent communication and writing skills for executive-level audiences., • Advanced proficiency in Microsoft PowerPoint, Word, and Excel., • Ability to manage multiple inputs and deliver accurate, concise, and visually engaging content under tight deadlines., • College degree.

Job DescriptionCorporate Development Analyst (Entry-Level) – Career Launch AI Talent Network Location: San Francisco, CA & New York, NY Compensation: $110,000 – $150,000+ total compensation Type: Full-Time About This Opportunity This Corporate Development Analyst posting is an example of the roles inside our private job board — premium strategy & M&A positions that Career Launch AI members get exclusive access to. To get matched with roles like this automatically, go to: 👉 Corporate Development roles are some of the highest-paying, lowest-stress early finance roles — with excellent work/life balance relative to IB & PE. About the Role A Fortune 500 technology company (representative of our employer network) is hiring a Corporate Development Analyst to support M&A sourcing, transaction evaluation, strategy development, and partnership analyses. You’ll collaborate cross-functionally with product, finance, operations, and executive leadership. Key Responsibilities * Assist in evaluating acquisition opportunities and strategic partnerships * Build detailed financial and valuation models * Support due diligence: financial, customer, product, technology * Conduct market mapping and competitive research * Assist with deal structuring and integration planning * Prepare materials for executive leadership and the Board Ideal Candidate Profile * Bachelor’s degree in Finance, Econ, Business, Engineering, or similar * Strong understanding of accounting, valuation, and corporate strategy * Experience in IB, consulting, Big 4 TAS, FP&A, or venture preferred * Exceptional analytical skills and communication * Interest in technology, product, and markets How Career Launch AI Helps You Land Corporate Development Roles Breaking into Corporate Dev is hard because firms prefer: * IB analysts * Consultants * Internal referrals Career Launch AI bridges the gap by giving you: AI-Powered Job Matching Our system applies to dozens of corporate dev roles weekly. Custom Resume Versions for Strategy/M&A We build tailored versions of your resume for strategic finance pathways. Warm Recruiter Outreach We connect you directly to corporate strategy teams and hiring managers. Interview & Case Prep We help you with: * M&A rationale * Market mapping * Synergy analysis * Strategic frameworks 👉 Apply directly on

Job DescriptionTalkiatry is seeking a Business Analyst, Patient Growth, who will be a critical partner in bringing analytical rigor to the marketing organization, working closely with executives and operational teams. Reporting to the Director of Business Operations, Marketing Strategy, this role will focus on patient growth across acquisition to retention. The ideal candidate will be responsible for developing dashboards, reporting, marketplace analysis, experiment design, growth accounting, and creating a holistic view of the patient lifecycle across various touchpoints. About Talkiatry: Talkiatry transforms psychiatry with accessible, human, and responsible care. We’re a national mental health practice co-founded by a patient and a triple-board-certified psychiatrist to solve the problems both groups face in accessing and providing the highest quality treatment. 60% of adults in the U.S. with a diagnosable mental illness go untreated every year because care is inaccessible, while 45% of clinicians are out of network with insurers because reimbursement rates are low, and paperwork is unduly burdensome. With innovative technology and a human-centered philosophy, we provide patients with the care they need—and allow psychiatrists to focus on why they got into medicine. You will: • Measurement & Reporting: Build frameworks to track the patient lifecycle from acquisition and activation to retention and discharge. Develop operating and executive-facing dashboards to monitor KPIs., • Business Analysis: Analyze workflows to identify risks and opportunities to improve marketplace dynamics and resource allocation from the marketing team., • Opportunity sizing and market research: Conduct competitor research to understand industry comparables, benchmarks to identify and prioritize growth opportunities for the marketing team., • Cross-Functional Collaboration: Partner with data, finance and product teams to solve complex problems and deliver insights that drive decision-making., • Leadership & Communication: Present insights to senior executives and founders, focusing on patient acquisition and media spend impact. You have:, • Bachelor's Degree in Math, Statistics, Finance, Economics, or relevant quantitative field, • 5+ years of experience in data analytics, business operations, consulting, investment banking, product analytics, marketing analytics, strategic finance or data science, • 3+ years of experience and expertise in SQL or related database languages (Snowflake, Oracle, Vertica, Hive, MySQL, etc.), • 1+ years of business or financial analysis experience using Excel (VBA, pivot tables, power pivots), • Proficiency in data visualization tools (e.g., Tableau, Looker, ThoughtSpot, Omni)., • Experience in experiment design, statistical concepts like causal inference and tests of significanceWhy Talkiatry:, • Top-notch team: we're a diverse, experienced group motivated to make a difference in mental health care, • Collaborative environment: be part of building something from the ground up at a fast-paced startup, • Excellent benefits: medical, dental, vision, effective day 1 of employment, 401K with match, generous PTO plus paid holidays, paid parental leave, and more!, • Grow your career with us: hone your skills and build new ones with our Learning team as Talkiatry expands

Job Description Company overview With an annual budget of $2.3 billion and more than 7,000 employees throughout the five boroughs, the New York City Department of Health and Mental Hygiene (NYC DOHMH) is one of the largest public health agencies in the world, serving 8 million New Yorkers from diverse ethnic and cultural backgrounds. We're tackling a broad range of public health issues with innovative policies and programs and getting exceptional results, but our work is never finished. The breadth of our innovative programs provides the widest range of choices for every member of our team. With grant funds from the Centers for Disease Control and Prevention (CDC), DOHMH is undertaking a new initiative that will meet critical infrastructure needs and make possible strategic investments that will have lasting effects on public health. Investments and improvements through this initiative will help modernize DOHMH’s foundational capabilities and data infrastructure, enabling it to partner in complex health and health care environments and, in turn, support better public health outcomes, including COVID-19. This initiative supports larger efforts to rebalance investments in public health and more equitably serve communities and populations. The selected candidate will be an employee of Public Health Solutions, a nonprofit organization which is the fiscal and administrative manager of the grant but will work be supervised by DOHMH. This is a grant-funded position ending in November 2027. The Division of Finance has central responsibility and authority for policy analysis, program development, performance tracking and improvement, financial management, resource maximization and technical assistance. Finance helps to ensure that programs and administrative operations have the information, analysis, funding and technical capacity to deliver critical services effectively and meet DOHMH's objectives. Finance values motivated, energetic individuals committed to achieving excellence in a public sector environment and a desire to be part of a city agency that is revolutionizing public health and mental hygiene services. Job description DOHMH has an opening for a Revenue Analyst. This position will be reporting the Assistant Director of Grants and Intra-cities Claiming and assisting with the ensuring that the city is properly utilizing and collecting grant revenue in accordance with uniform guidance. Duties: • Monitor the fiscal operation of city, federal, state and private grant funded programs to ensure compliance and assist programs in more efficient/effective approaches to program administration, • Collects, classified, evaluates, and analyzes economic data submitted by programs and prepares reports, • Research the programmatic implications of proposed policies, including identifying the impact to, Personnel Services and Other Than Personnel Services budgets, • Updating of internal systems and monitoring Grant spending; reviewing OTPS encumbrances and personnel expenditures; assist in the preparation of budget modifications, journal entries, and grants closeouts, • Make recommendations to the program representatives for changes and corrections of errors, • Prepare fiscal summary reports and analyses, making recommendations to supervisory staff concerning provision of additional funding of existing or new programs, • Assist in the development and implementation of new policies and procedures, • Work closely with internal personnel for all contract, budget, and payment data to ensure claims are efficiently processed and meet all due dates., • Maximize agency reimbursement by ensuring all expenditures are captured and reported accurately in claims., • Accurately analyze patterns of spending and revenue while providing management with scenario analysis and trends., • Create accurate billed and unbilled receivables, and appropriately realize payments in the City’s Financial Management System (FMS)., • A master's degree from an accredited college or university in economics, statistics, finance, management, business administration, public administration, public policy or related field; or, • A baccalaureate degree from an accredited college or university, including or supplemented by 24 semester credits in one or more of the course areas of economics, statistics, finance, management, mathematics, business administration, public administration, and public policy, 12 semester credits of which must have been in economics; and one year of satisfactory full-time experience in one or more of the fields of finance; economic, fiscal or statistical research; policy analysis; or quantitative, business, market or financial analysis. Graduate semester credits in any of the areas described in "1" above may be substituted for the undergraduate semester credits on the basis that each 3 graduate semester credits may be substituted for 6 of the required undergraduate semester credits., • Previous experience working in fields related to economics, statistics, finance, management, business administration, public administration, public policy or related field for at least 1 year., • Capacity and willingness to learn the city’s Finance Systems, and Federal/State payment systems., • The ideal candidate for this position must be a pro-active and self-motivated individual with the ability to work in teams and in a highly dynamic environment with multiple stakeholders and timelines., • Experience with stakeholder engagement and project management., • Excellent communication (verbal & written) and interpersonal skills., • Strong analytical skills and ability to manage and report complex information., • Experience with data collection, analysis and interpretation., • Desire to grow professionally, develop new skills and willingness to work outside of comfort zone., • Experience working with the public health sector and coordinating projects involving multiple stakeholders., • Ability to prioritize and work in fast-paced environment with hard deadlines., • Hybrid Work Schedule., • Generous Paid Time Off and Holidays., • An attractive and comprehensive benefits package including Medical, Dental and Vision., • Flexible Spending Accounts and Commuter Benefits., • Company Paid Life Insurance and Disability Coverage., • 403 (b) + employer matching and discretionary company contributions., • College Savings Plan., • This is a temporary grant-funded position ending in November 2027., • This individual must reside in the tri-state area (NY, NJ, CT) by their confirmed start date., • Preference may be given to individuals residing in New York City (5 boroughs) or surrounding New York State counties. Monday-Friday 35 Hours per week

Job Description Thank you for considering the Financial Analyst role with Moonbug Entertainment, an award-winning global entertainment company inspiring kids everywhere to laugh, learn and grow. The company is behind some of the biggest kids’ entertainment brands in the world including CoComelon and Blippi. Moonbug believes every child should have access to our entertaining and enriching content, which is why our shows are available on more than 150 video platforms globally including Netflix, Disney+, BBC iPlayer and YouTube Kids. Moonbug is also a global leader in pre-school music and audio experiences, available on 100+ audio platforms globally. Moonbug brands extend far beyond the screen to include streaming music, toys, games, books, live events, and even theme park exhibits. Moonbug is part of Candle Media, an independent, creator-friendly home for cutting-edge, high-quality, category-defining brands and franchises. By bringing together elite talent operating at the intersection of content, community, and commerce, it helps to position leading entertainment businesses for accelerated, sustainable growth in the current market and beyond. This role reports onsite in our New York, NY office full time. The Role We’re looking for a Finance Analyst to join our Commercial Finance team, reporting to the Finance Strategy Director, CP&E and Brand Partnerships. This role will support the Consumer Products & Experiences (CP&E) and Brand Partnerships teams, providing strategic financial insights and analysis across our global business. This is a hands-on and highly visible role, ideal for someone who thrives in a fast-paced, collaborative environment and is eager to partner with senior leaders to drive financial performance and business growth. Responsibilities: Financial Planning & Analysis • Assist with budgeting, forecasting, and long-term financial planning for CP&E and Brand Partnership initiatives., • Support month-end close, variance analysis, and ad hoc financial projects, ensuring accuracy and consistency across reporting cycles., • Support evaluation of licensing deals and brand partnerships by gathering and validating data, tracking royalty streams, modeling revenue performance, and benchmarking outcomes., • Collaborate cross-functionally with Finance, Commercial, Legal, Marketing, and Business Development teams to ensure contract and deal data integrity across systems., • Track, monitor, and analyze key business performance metrics (e.g., revenue, cost, ROI, KPIs) to support regular reporting cycles for Commercial, Marketing, and Finance leadership., • Run and manage monthly data extractions and reports from Flowhaven (CP&E) and Boostr (Brand) to support quarterly statement processing, weekly sales reporting, and partner reconciliation., • Conduct market research and competitive analysis on industry trends, licensing models, and partnership structures to inform strategic planning and growth initiatives., • Actively participate in cross-departmental project teams (e.g., new channel launches, brand monetization pilots, strategic initiatives), providing financial insights, resource planning, and tracking frameworks. We’re seeking an analytically minded finance professional who can balance strategic thinking with strong attention to detail. The ideal candidate is proactive, collaborative, and comfortable working with cross-collaboratively with business teams. Preferred qualifications include: • Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s or MBA a plus), • 3–5 years of experience in finance, FPA, or strategy - preferably within consumer products, licensing, entertainment, or media, • Strong Excel and financial modeling skills; proficiency with PowerPoint and financial planning tools, • Demonstrated ability to translate complex data into clear insights and recommendations, • Excellent organizational and communication skills; able to manage multiple priorities and deadlines, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Free Food & Snacks, • Wellness Resources, • and more!

Job Description Summary Paul Global Benefits (PGB) is now a part of World Insurance Associates. World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview • Responsible for the preparation of the RFPs and the analyzation of the marketing results, • Designing, distributing, and evaluating responses to surveys and RFPs, • Accountable for performing financial analysis, including benefits cost projection, plan design modelling alternatives, and creation of employee contribution recovery models, • The ability to create benchmark data and trend analysis for clients, • Work independently and make sound underwriting decisions based on financial results, • Proactive financial monitoring and review for assigned cases, • Create monthly financial reporting packages including detailed premium, claims, membership, commission, and cash reconciliation information, • Create weekly, monthly and quarterly financial statements and/or projections, • Assist in quarterly presentation to clients on financial performance of insurance programs, • New Business Financial Evaluations, as needed by sales team, • Provide timely, courteous and accurate response to all inquiries, conducting research when necessary and communicating results, • Bachelor’s Degree or the recognized equivalent in education and experience, required, • 5+ years of Employee Benefits insurance underwriting experience, brokerage preferred, • Strong communication skills and ability to translate complex financial concepts into customer friendly format, • Proven ability to manage multiple projects simultaneously and produce quality deliverables on time, • Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook), • Able to work independently and enjoy a high degree of interaction with team members, • Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives, • Self-motivated and driven, • Maintain a sense of urgency and ability to work with and meet deadlines, • Demonstrates effective problem-solving abilities, • Demonstrates excellent time management and prioritization skills, • Attention to detail and commitment to a high level of accuracy, • The ability to use discretion surrounding sensitive information, • Ability to maintain a professional demeanor and positive attitude Compensation: This position is located in New York State. The base salary for this position at the time of this posting may range from $90,000 to $95,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 #LI-HYBRID Powered by JazzHR 7eScrfY9OR

Job DescriptionThe work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most. The Business Analyst will be responsible for business and functional requirements definition for various new and existing IT applications, downstream systems and reports. The business analyst will also be responsible for planning and facilitating user acceptance testing. Essential Duties/Responsibilities: • Identify and translate business needs into clearly defined requirements for insurance software applications., • Develop requirements documentation inclusive of user stories/ use cases, process flows, data flows and report mock-ups., • Plan, facilitate, and conduct requirements gathering sessions, meetings, and presentations., • Build strong relationships within the business units and support functions to understand the business needs., • Collaborate with development and testing teams to provide subject matter expertise, ensure that out of the box functionality is leveraged and to assist in troubleshooting and resolving issues., • Ensure that proposed solutions are focused on improving efficiency and effectiveness of the business processes and are consistent across products where possible., • Participate in the development and planning of the User Acceptance Testing activities, including test plans and scripts, based on requirements., • Facilitate UAT execution phase and work with business lead and project manager to obtain user acceptance test signoff., • Team player who works well with technical and business resources., • Meet objectives & goals set forth by management, • Perform additional projects/duties as assigned by management.Required Skills/Abilities/Education/Experience:, • Bachelor’s Degree or equivalent work experience in Business Analysis, • 2-4 years of experience in Business Analysis – Requirements documentation, Functional testing, Reporting tools, Relational databases, SQL., • Experience in programming is a plus., • Experience working in the Insurance/Benefits industry is a big plus., • Experience with Azure DevOps is a plus