Financial analyst jobs in Centereach, New YorkCreate job alerts

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Predictive Analytics & Visualization. Develop predictive financial models and dynamic visualizations using up-to-date analytics platforms. Strong proficiency in financial data analysis, predictive analytics, and visualization tools (e.

Job DescriptionTitle: Compliance Analyst (Broker-Dealer / Paralegal Background Preferred) Location: Smithtown, NY (In-Office) Company: CXG (www.cxgllc.com) CXG is seeking a detail-oriented Compliance Analyst to support the formation and ongoing operations of Finra & SEC regulated broker-dealers. This role works directly with the Director of Operations and senior leadership to prepare and manage FINRA and SEC filings, coordinate regulatory processes, and support client engagements. This is a unique opportunity to gain hands-on experience building broker-dealers and working directly with regulators in a fast-growing consulting firm. What You’ll Do • Assist in preparing and managing FINRA New Member Applications (CMA process), • Coordinate with FINRA, SEC, and state regulators, • Draft, review, and format regulatory filings and supporting documents, • Assist in drafting corporate documents, including resolutions and related materials, • Track application progress and maintain compliance timelines, • Support internal legal and compliance teams, • Organize and maintain documents in cloud-based systems, • Communicate with clients and internal stakeholders on a daily basis, • Work with in-house attorney's on legal tasksQualifications, • Bachelor’s degree, • 1–3 years experience in legal, compliance, financial services, or similar field, • Paralegal experience or legal support background preferred, • Experience drafting corporate documents (resolutions, agreements, etc.) is a plus, • Strong attention to detail and organizational skills, • Excellent writing and document formatting skills (Microsoft Word proficiency required), • Ability to manage multiple projects simultaneously, • Strong communication skills and comfort working with senior professionalsNice to Have (Not Required), • Exposure to FINRA, SEC, or other regulators, • Interest in broker-dealers or financial services, • Experience with regulatory filings or structured documentationTools, • Microsoft Word (advanced formatting required), • Excel, Outlook, • OneDrive or similar cloud-based document systemsWhy Join CXG, • Direct exposure to FINRA and SEC processes, • Clear path to grow into senior compliance & legal roles, • Work closely with experienced leadership, • Fast-paced, high-growth environmentCompensation & Benefits, • Salary: $60,000 – $70,000 (based on experience), • Performance-based bonuses, • PTO, • Health, dental, and vision benefitsThis is a full-time, in-office position based in Smithtown, NY (Monday–Friday, 40 hours per week). This role is ideal for someone highly organized, detail-oriented, and interested in building a long-term career in financial services, compliance, and regulatory operations.

Job Description We’re looking for a Financial Analyst to be an early pillar in our finance team. You’ll help with financial operations, reporting, budgeting, and analysis to support iRocket’s growth trajectory. The Role • Assist in monthly, quarterly, and annual financial close processes, • Prepare financial reports, variance analyses, forecasts, and budgets, • Support cash flow management and capital planning, • Conduct cost analysis, margin analysis, and performance metrics, • Liaise with other departments to gather input and validate assumptions, • Maintain financial models and sensitivity analyses, • Assist with audits, accounting policies, and compliance tasks Requirements • Bachelor’s degree in Finance, Accounting, or related discipline, • 5+ years of experience in corporate finance, accounting, or financial analysis, • Strong Excel skills; experience with financial modeling, • Familiarity with accounting principles (GAAP or relevant), • Detail-oriented, analytical mindset, and problem-solving skills, • Good verbal and written communication, • Comfortable working in a fast-paced, high-growth environment Benefits • 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, • Wellness Resources

Job Description The Compliance Risk Analyst is responsible for the compliance of BSA, Anti-Money Laundering (AML), US Patriot Act, OFAC, and compliance with other regulatory requirements, as well as identifying, assessing, monitoring, and reporting compliance risks within the credit union. This role ensures adherence to applicable laws, regulations, and internal policies while supporting a strong culture of compliance and ethical conduct. The analyst works cross-functionally to evaluate controls, recommend improvements, and mitigate regulatory and operational risks. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Maintaining the BSA program- Filing CTR and SAR’s, • Analyze AML Reports, Suspicious Activity Reports in relation to the BSA Program, • Perform BSA Risk Assessments periodically, • Oversee and manage all aspects of OFAC & 314(a) monitoring., • Participates in 314(b) information sharing, • Monitor completion of CDD, SIP, KYC performed by the front-line personnel., • Monitors BSA/OFAC/New Accounts alerts utilizing various internal reports and Verafin AML/BSA/ Fraud detection software • Ensure enterprise-wide compliance with regulations, established standards, policies, and procedures, • Make corrective action recommendations to the AVP, Risk Management to remedy compliance violations or deficiencies, • Updates the BSA/AML & OFAC policies, procedures, and risk assessments when applicable, • Performs various quality control reviews and monitors all areas concerning BSA, • Assist with compliance audits and regulatory examinations, • Manage lists of accounts identified by the Credit Union as high risk through Verafin, • Assist Internal Auditor with BSA compliance training to board, volunteers and executives, • Assist in Procedural Updates and Creation for Frontline Operations when necessary, • Assist with fraud research and act as backup to Senior Fraud Analyst, • Work with Department Heads to assist with responses for external audits/exams, • Understand credit union financial rules and regulations, including the ability to apply relevant risk review procedures in the functional area, • Ensure SAR supporting work papers are accurate, concise, well-organized, properly cross-referenced, support conclusions, and are maintained, • Accurately and concisely, document preliminary findings and recommendations, • Collaborate with law enforcement and other financial institutions when researching and resolving suspicious activity, • Performs other duties as assigned Requirements: • Associates degree/Specialized certification or a combination of education and experience, • 3-5 years of compliance, risk management, audit, or a related function within financial services (credit union or banking preferred)., • Credit Union Compliance Officer (CUCO), preferred or obtained within two years, • Certified Bank Secrecy Act Professional (CBSAP), preferred or obtained within two years Competencies: • Strong understanding of financial regulations and compliance frameworks., • Analytical mindset with the ability to assess complex risk scenarios., • Excellent written and oral communication skills, • Excellent organizational skills, • Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously., • Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner., • Ability to maintain strict confidentiality, • Ability to work independent of supervision

Job DescriptionPricing/COST ANALYST - LABOR ASR is willing to train, so long as you have strong to proficient MS Excel skills Flexible Work hours, Retirees with Government Agency experience (DCAA, DCMA) are encouraged to apply. ASR International Corp, http://www.asrintl.com, has an immediate opening for an experienced Cost Analyst to support ASR’s Government Proposal team with the development of detailed cost and pricing proposals in response to Department of Defense and other federal agencies requests for bids and proposals. This position is on-site at our Hauppauge, NY office. Responsibilities: • Prepare and develop detailed cost and pricing proposals in compliance and response to U.S. Government Request for Proposal (RFP)., • Develop cost estimating models and winning pricing strategies for complex projects based on RFP analysis, competitive price-to-win analysis, and analysis of historical cost performance., • Assure complete and comprehensive pricing via thorough review of pricing requirements., • Compile and analyze cost and pricing data to develop compliant cost proposals, including mandatory narrative elements, in response to formal solicitations., • Proposal pricing model development and review., • Proposal compliance review., • Develop cost/ price information for proposals and contracts of all types – Firm Fixed Price (FFP), Time and Material (T&M), Cost plus Fixed Fee (CPFF), • Collaborate across departments to develop pricing strategy for proposals to be presented to senior leadership.Qualifications:, • Bachelor’s degree in accounting, business, finance or related field or 5+ years of federal contracting and pricing experience required., • Experience preparing pricing quotes and proposals., • Knowledge of Government/ DoD contracting and current acquisition trends., • Ability to work on multiple projects and initiatives concurrently., • Must be highly proficient in MS Excel and experienced in using the Microsoft Office Suite software to author documents and conduct financial analysis., • Excellent analytical skills are essential., • Excellent verbal and written communication skills to successfully interact within all levels of the corporation.Preferred Qualifications:, • Demonstrated experience working on multiple Request for Proposals (RFPs) at one time and determining general and specific cost requirements., • Competence in price/cost volumes and pricing reports in accordance with the solicitation instructions, Federal Acquisition Regulations (FAR), Supplemental Agency Regulations and Cost Accounting Standards (CAS), • Relevant Federal Acquisition work experience, technical writing and pricing analysis experience is desirable., • Firm understanding of Government contracting, DoD acquisitions and the FAR for the professional services industry., • GSA / DoD pricing experience., • US Citizen/Green Card holder Salary is negotiable and commensurate with background and applicable required job experience. About ASR International ASR provides world-wide Management and Technical Support Services to Government agencies and Fortune 500 customers. Founded in 1986 and headquartered in Long Island, NY, ASR serves its clients with a full spectrum of complex professional and technical support services including Construction Management, Engineering, Logistics, Project Management and Quality Control across the U.S. and in more than 40 countries worldwide. Benefits Hired applicants may be eligible for benefits, including but not limited to, an excellent compensation package and comprehensive benefits package which include a flexible work schedule, Paid Holidays, Paid Time Off and Sick Days, Health Insurance (medical, dental and vision); and a 401(k) plan. The salary range provided for this role is a good faith estimate representative of all experience levels. ASR considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education/training, and key skills. This job description is intended to describe the general nature and level of work performed by people assigned to this job description. The job description is not intended to be an exhaustive list of responsibilities, duties and skills required for this position. Please note that your resume and candidacy may be subject to customer approval, acceptance and clearing of the required background check and successfully obtaining and maintaining any required security clearances, if any. ASR is committed to the policy of equal employment opportunity. In order to provide equal employment and advancement opportunities to all individuals, employment and promotion decisions at ASR are based on merit, qualifications, and abilities. ASR’s hiring and employment practices are not influenced or affected by an applicant’s or employee’s race, color, religion, sex, national origin, age, veteran status, marital status, ancestry, ethnicity, physical or mental handicap / disability which is unrelated to job performance, sexual orientation or any other characteristic / classification protected by law. Powered by JazzHR zR8MbQsjSp

Job DescriptionCo-CFOJob Description • General Purpose of the Job Provides executive financial leadership to the organization including planning, organizing, coordinating and directing all aspects of the Finance department. Leads FQHC financial strategy including PPS optimization, wrap reconciliation, and reimbursement maximization. Oversees HRSA Section 330 grant financial management and compliance. Responsible for all aspects of Financial Management, which includes, but is not limited to: Reporting, Budgeting, Cash Management, Banking, Taxes, Regulatory Compliance, Revenue Cycle, and Internal Control. • Essential Duties & Responsibilities, • Participates on the Executive Team to develop and implement strategic objectives in support of the organization’s mission, strategic plan and objectives., • Leads value-based payment strategy and managed care financial modeling., • Oversees 340B program financial performance., • Owns enterprise revenue cycle performance including KPIs (Days in AR, Net Collection Rate, PPS realization)., • Develops long-term financial plans including service line profitability and expansion., • Provides financial analytics and dashboards for decision-making., • Leads Board Finance Committee engagement., • Supervises Finance staff including but not limited to: Controller, Accounting Manager, Senior Financial Analyst, Jr. Accountant, Credentialing Manager, & Purchasing Manager., • Selects, trains, orients, and supervises departmental personnel., • Recommends merit increases, promotions and disciplinary actions., • Develops, implements, evaluates and revises, as necessary, company-wide and departmental financial policies and procedures., • Supervises the preparation of budgets, to include the annual Operating, Capital, and Cash budgets, as well as non-routine budgets in support of grant applications., • Supervises the preparation of annual and interim financial statements in accordance with Generally Accepted Accounting Principles (GAAP)., • Supervises or performs financial analyses and keeps the Board of Directors, the Chief Executive Officer and other appropriate parties apprised of the Corporation’s financial position., • Supervises the preparation and assures timely submission of the Medicaid and Medicare cost reports, Consolidated Fiscal Report (Article 16), and the MCVR Annual Report., • Supervises the purchasing and information technology functions., • Supervises and assures timely completion of required external audits., • Ensures that adequate general liability and property insurance are maintained to protect the organization’s assets., • Participates in professional development activities and maintains professional affiliations., • Serves as Administrator of the Group 403B Pension Plan., • Responsible for implementing state-of-the-art systems to further financial functions across department., • Collaborate with Human Resources for benefits, pension, and payroll., • Competencies, • Self-awareness, • Optimism, • Provocativeness, • Flexibility, • Strategic thinking, • Problem solving, • Collaboration/ Partnership, • Accountability, • Commitment, • Communication, • Integrity, • Self-Awareness, • Self Esteem, • Decision Making, • Organizational Development, • Vision Setting, • Supervisory Responsibilities Responsible for the overall direction, coordination, and evaluation of Finance and Credentialing team. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. • Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Advanced knowledge of FQHC reimbursement including PPS, APGs, and NY Article 28, 31, 16 frameworks (DOH, OMH, OPWDD). Experience with financial systems modernization and BI tools., • Knowledge of the principles and practices of health care administration, fiscal management and government regulations and reimbursements., • Knowledge of revenue & reimbursement methodologies., • Knowledge of the principles and practices of employee development sufficient to manage the department., • Knowledge of computer systems, programs and applications., • Skill in exercising a high degree of initiative, judgment and discretion., • Skill in analyzing situations accurately and taking action., • Skill in establishing and maintaining effective working relationships., • Skill in organizing work, delegating and achieving goals and objectives., • Skill in exercising judgment and discretion in developing, interpreting and implementing departmental policies and procedures., • Ability to plan, organize and integrate priorities and deadlines., • Ability to identify, analyze and resolve financial problems., • Ability to evaluate and make recommendations for continuous quality improvement., • Ability to research, analyze, interpret complex data and present comprehensive reports., • Ability to communicate clearly and effectively orally and in writing., • Education and/or Experience Masters degree in Finance, Accounting, Health Care Administration, Business Administration, or comparable field is required. CPA, CPC, COC, or similar certification is preferred. Minimum of ten years’ experience including seven years in a healthcare. FQHC experience strongly preferred. • Necessary Skills & Abilities Language Skills Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Mathematical Skills Ability to work with complex mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Reasoning Ability Ability to solve practical complex problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer Skills To perform this job successfully, an individual should have advanced knowledge of Microsoft Office software (Word, Outlook, Excel), and financial software packages, i.e. Great Plains, eClinicalWorks, PayChex, UltiPro, Dynamics. Certificates, Licenses, Registrations Certified Public Accountant (CPA), Certified Professional Coder (CPC), Certified Outpatient Coder (COC), or similar certifications. Other Skills and Abilities Possess excellent verbal and written communication skills necessary for effective communication • Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to stand; walk and reach with hands and arms. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. • Travel The employee must be able to travel between sites. • Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We're growing a team of finance experts, and as the team grows, so will your opportunities. Rev

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule.This role is designed to fit a variety of lifestyles — whether you're looking to contribute part-time

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule.This role is designed to fit a variety of lifestyles — whether you're looking to contribute part-time

Health Insurance: Suffolk offers a comprehensive health insurance plan, including medical, dental, and vision coverage. Graduation from a college with federally-authorized accreditation or registration by NY State with a Bachelor's Degree in Business Administration, Finance, Accounting, Health Admin

Financial Analyst/h2pWere looking for a Financial Analyst to be an early pillar in our finance team. The Role/pulliAssist in monthly, quarterly, and annual financial close processes/liliPrepare financial reports, variance analyses, forecasts, and budgets/liliSupport cash flow management and capital

The Financial Analyst for the Infrastructure & Operations (I&O) department supports financial planning, analysis, and budget management for I&O projects and operations. Financial Reporting: Prepare and present financial reports, including variance analysis, for I&O projects and operations. This role

Dime Community Bank ("Dime") is currently hiring for a Senior Bank Secrecy Act (BSA) Analyst at its Headquarters in Hauppauge, Long Island. Internationally focused businesses, Non-Bank Financial Institutions. Senior Bank Secrecy Act (BSA) Analyst.

Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and d

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Parental leave, • Training & development, • Vision insurance Title: Compliance Analyst (Broker-Dealer / Paralegal Background Preferred) Location: Smithtown, NY (In-Office) Company: CXG (www.cxgllc.com) CXG is seeking a detail-oriented Paralegal to support the formation and ongoing operations of Finra & SEC regulated broker-dealers. This role works directly with the Director of Operations and senior leadership to prepare and manage FINRA and SEC filings, coordinate regulatory processes, and support client engagements. This is a unique opportunity to gain hands-on experience building broker-dealers and working directly with regulators in a fast-growing consulting firm. What Youll Do • Assist in preparing and managing FINRA New Member Applications (CMA process), • Coordinate with FINRA, SEC, and state regulators, • Draft, review, and format regulatory filings and supporting documents, • Assist in drafting corporate documents, including resolutions and related materials, • Track application progress and maintain compliance timelines, • Support internal legal and compliance teams, • Organize and maintain documents in cloud-based systems, • Communicate with clients and internal stakeholders on a daily basis, • Work with in-house attorney's on legal tasksQualifications, • Bachelors degree, • 13 years experience in legal, compliance, financial services, or similar field, • Paralegal experience or legal support background preferred, • Experience drafting corporate documents (resolutions, agreements, etc.) is a plus, • Strong attention to detail and organizational skills, • Excellent writing and document formatting skills (Microsoft Word proficiency required), • Ability to manage multiple projects simultaneously, • Strong communication skills and comfort working with senior professionalsNice to Have (Not Required), • Exposure to FINRA, SEC, or other regulators, • Interest in broker-dealers or financial services, • Experience with regulatory filings or structured documentationTools, • Microsoft Word (advanced formatting required), • Excel, Outlook, • OneDrive or similar cloud-based document systemsWhy Join CXG, • Direct exposure to FINRA and SEC processes, • Clear path to grow into senior compliance & legal roles, • Work closely with experienced leadership, • Fast-paced, high-growth environmentCompensation & Benefits, • Salary: $60,000 $70,000 (based on experience), • Performance-based bonuses, • PTO, • Health, dental, and vision benefitsThis is a full-time, in-office position based in Smithtown, NY (MondayFriday, 40 hours per week). This role is ideal for someone highly organized, detail-oriented, and interested in building a long-term career in financial services, compliance, and regulatory operations.

Years Financial Planning and Analysis in the Banking or Financial Services Industry - Preferred. The USA CIB Senior Data Analyst - Financial Planning & Analysis, Associate manages one or more processes, projects, or procedures within the FP&A functionality, with a strong focus on data, automation, a

SOFT's client located in New York, NY is looking for a FINANCIAL PROJECT ANALYST- Telecomm for a long term contract assignment. Ability to perform financial analysis using various financial system. The Telecom Services & Expense Management Unit team provides Telecom Services support, Expense and Fin

Business Analyst II – Deal Closing & Monitoring (Financial Risk). Our client, a leading global corporate and investment bank, is seeking a Business Analyst II to join their Deal Closing & Monitoring team within Financial Operations. Strong understanding of loan products, credit agreements, and fin

You will collaborate cross-functionally to align system capabilities with long-term business goals, manage ecosystem integrations, and ensure financial and operational accuracy across multi-entity environments.

Financial Analyst or FP&A experience. Hiring: Financial Analyst | New York, NY (Hybrid – 3 Days Onsite). This role will support senior leadership by delivering financial insights, performance reporting, and data-driven analysis to guide strategic decision-making across the firm.