Financial analyst jobs in New York, New York - Page 5Create job alerts

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION The Business Analyst is part of our Revenue Operations department and will be dedicated to operating and optimizing Pontera's GTM motion. You'll support gaps discovery, process design, drafting requirements, performing QA for implementations performed per the requirements, and support other Revenue Operations team members (Pre-Sale, Post Sale, Enablement, CS Ops). You should be able to proactively identify potential inefficiencies and drive the motion to remove those inefficiencies. You will cross collaborate with other functions as needed to ensure new processes are fully implemented and rolled out to the best possible extent. You enjoy being involved in a variety of projects, in different areas of the business, and have extra-ordinary project management skills. RESPONSIBILITIES • Process Optimization: Collaborate with Revenue Operations team members as they work with Pontera's GTM and revenue leaders to design and implement efficient operational processes, ensuring successful adoption and measurable impact. This includes drafting requirements, ensuring implementation is working per the requirements, and supporting Enablement efforts in roll outs, • Data-Driven Insights & Cross-Functional Collaboration: Proactively leverage available reporting tools to deliver data-based insights that enhance our GTM and Revenue Operations partners' understanding of Pontera's business performance. Partner with Marketing, Data, Product, Finance, and other teams across the organization to achieve company goals and advance business initiatives., • Ad-Hoc Projects: Support GTM teams with special projects including board reporting, forecasting, onboarding new systems, and other exciting initiatives. REQUIREMENTS, • 1-3 years of experience in revenue operations, sales operations or alike; preferably at a Fintech or SaaS company, • Material experience using Salesforce CRM and reporting functionality (Salesforce administration certificate - A plus!), • Advanced spreadsheet and modeling skills, • Strong attention to detail, • Excellent communication and cross-functional collaboration skills, • Strong problem solving skills and collaborative approach to solutioning, • Self-motivated and able to run with projects autonomously with minimal oversight, • Familiarity with Tech-Stack tools such as Marketo, lead routing tools, Gong, Tableau, etc, • A plus: Familiarity with wealth management industryWHAT WE OFFER, • Compensation: Annual Salary of $100,000- 110,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION Pontera is looking for an Account Executive who will own the full sales cycle with small and medium-sized wealth management firms. RESPONSIBILITIES • Play the lead role in sourcing and managing a pipeline of Registered Investment Advisory firms, handling the full sales cycle from cold call through negotiation and close, • Understand the goals, plans, timeline, and personal motivations of your buyers, • Strive to continuously improve your sales process, demonstrating a willingness to test, learn, and implement best practicesREQUIREMENTS, • Smart, scrappy, capable of coming up with creative solutions to problems, • Demonstrated track record of top performance, • Excellent communication skills, • Excellent relationship builder, capable of winning buy-in from internal and external stakeholders, • A good person. Someone who wants what is best for the team, cares about their clients, and will be a friend, mentor and coach to teammates at Pontera, • Highly collaborative, organized, and process-driven, • Self-starter with ability to work in fast paced, changing environment, • A sense of urgency and professional persistence, capable of bringing deals to a closeBonus Points, • Familiarity with Salesforce, Gong, Monday.com, Tableau, • Familiarity with the wealth management industry, • Having developed professional skills in an analyst program (Management Consulting, Investment Banking, Private Equity, Asset Management, Wealth Management)What We Offer, • Compensation: Base Salary $70,000 / OTE $98,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description Position Title: Financial Commission Analyst Reports to: Commissions Manager Department: Finance/Commissions Location: Summit NJ; in-office position Classification: Full-time Summary / Job Objective: This position is responsible for commission, production processing and reporting. As a part of our Finance and Commissions team, you will have the responsibility of working through many processes and using your skills to drive the business to end results. This is an amazing opportunity to join a fast-growing private company and learn our business while taking the next step of your career. In this role, you will be working closely with Finance, Operations and Sales Team. Primary Responsibilities: · Process monthly and weekly commissions: this process includes accounts reconciliation, running reports, populating worksheets, performing calculations, obtaining approvals and preparing files for payments · Summarize and communicate commission data to multiple team members · Calculate and audit commissions payments to sales personnel based on commission plan provisions · Maintain an accurate trackable record of commissions and supporting data · Review, upload and enter commission data into Sales Force (the CRM system) · Research, document and communicate resolutions to external and internal business partners for all inquiries regarding the commission and payment process · Audit of commission statements to ensure the organization is receiving correct payments · Trouble shooting commission issues and resolve through investigation · Perform other duties as assigned · Maintain strict confidentiality in all aspects of the job Qualifications: · Bachelor’s Degree preferred (Finance, economics, business, mathematics or similar) · 4+ years of experience in commissions or accounting/finance field · Strong math skills/ analytical thinking skills · Detail orientated and comfortable working with large data sets · Strong computer skills – Excel (formulas, pivot tables) · Salesforce.com experience a plus, but not required · Willing to take ownership of the position · Ability to understand the time standards and order of work flow to complete the prime responsibilities Core Competencies: · Possess strong people and problem-solving skills and be able to effectively communicate at all levels of the organization · Able to work successfully in a team environment as well as independently · Ability to handle change and be effective in a fast-paced environment · Strong time management skills with ability to prioritize tasks and meet deadlines · Great written and verbal communication skills · Excellent organizational skills Compensation & Benefits: Compensation (based on experience) • Base salary: $50K-$65K based on experience, • This is an exempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Focus on the core content of the job post, removing all extra metadata, navigation, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.

We are currently seeking a Financial Analyst who will report to the Senior Controller as part of our dynamic team in New York. Navigate and master multiple accounting systems and sub-ledgers including but not limited to SAP, JDA, HFM (Hyperion Financial Management) and PBCS. Knowledge of SAP, JDA, H

Job DescriptionAccounts Payable Analyst Location: Mount Vernon, NY Pay: $25-28/hr. Industry: Financial Services A global leader in the financial services industry since 1975 is seeking an Accounts Payable Analyst to join their corporate AP team onsite in Mount Vernon, NY. This role involves supporting daily AP operations including high-volume invoice processing, three-way matching, and invoice analysis. The ideal candidate will have a strong understanding of the full-cycle AP process and a keen eye for detail to resolve complex invoice issues. Key Responsibilities: • Process accounts payable transactions using Oracle Cloud, • Manage high-volume invoice processing, • Perform three-way match procedures, • Conduct supplier invoice analysis, • Research and resolve AP exceptions, • Determine accounting treatment for non-PO invoices, • Initiate supplier payments, • Utilize Microsoft Excel (pivot tables, VLOOKUP)Benefits:, • Onsite schedule in a collaborative office environment, • Opportunity to join a globally recognized organization, • Clear path for internal growth, • Flexible compensation The pay range for this position is $25.00 - $33.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision, • Critical Illness, Accident, and Hospital, • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available, • Life Insurance (Voluntary Life & AD&D for the employee and dependents), • Short and long-term disability, • Health Spending Account (HSA), • Transportation benefits, • Employee Assistance Program, • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Mount Vernon,NY. Application Deadline This position is anticipated to close on Sep 20, 2025. About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email for other accommodation options.

Analyst/Associate: Equity Research, North American Banks. Key responsibilities include performing financial and statistical analyses, conducting research, preparing reports, helping to originate, structuring and modeling transactions, and assessing market trends. The North American Banks Research te

Job DescriptionArmand Corporation, an award-winning M/WBE Construction Management firm celebrating over 33 years in the industry, is seeking a full-time Construction Financial Analyst for a federal construction project related to complex rail, transit, and other transportation projects in NY & NJ. The ideal candidate has 3 - 5 years of fulltime experience in accounting relating to construction, as well as a Bachelor's Degree from an accredited college or university with a major in accounting, finance, or a related field. This position will be full-time, hybrid. Candidates are expected to live in or near the New York metropolitan area. Roles and Responsibilities • Assist in preparing and distributing monthly financial reporting packages, ensuring reporting provides critical depth and strategic focus., • Prepare ad hoc reports as requested., • Work closely with Finance managers and department members to deliver value through teamwork, to share information, and to further client service within and outside of department., • Assist in maintaining fiscal files and records to document transactions for annual audit., • Ensure that payments for reimbursable operational expenses are properly coded to matching revenue accounts., • Prepare invoices for submission to clients., • Support project management and contracts teams to ensure deliverables are met., • Bachelor’s Degree in Accounting, Finance, or related field required, advanced degree is a plus., • Must have 3 to 5 years of accounting experience., • Strong finance and accounting skills, including a complete understanding of the financial statements., • Strong office technology skills, with advanced skill in MS Excel., • Experience with EAR and SAGE or other relevant software preferred., • ·Understanding of the general ledger, review of journal entries, and maintenances of account reconciliations., • ·Understanding of Construction Accounting and ability to review and reconcile payment breakdowns are required., • · Computer literacy including advanced proficiency with Microsoft Excel is a prerequisite for the position; and experience with standard ERP systems is required., • ·Proven knowledge of bookkeeping and accounting principles, practices, standards, laws and regulations., • Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail., • ·Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrates the highest level of customer/client service and response., • · Must be fluent in English (both written and spoken). 41ktQWWLHL

Job Description About the Company: Founded in 1983, AKAM provides unparalleled knowledge, industry-leading technology, cost-saving initiatives, and the best customer service in the industry to every condominium, cooperative, homeowners association, and investment property we service. From comprehensive financial oversight to operations management, compliance administration, and violation removal, we maximize operational efficiency and value for our clients. Our core values include Innovation, Collaboration, Elevation, Accountability & Hospitality. What we offer: AKAM is proud to be Great Place to Work-Certified™. Learn more about our company by visiting akam.com. Our benefits include several healthcare, dental and vision options, a retirement program, paid time off plans, 11 paid holidays per year, educational reimbursement, transportation discount purchase programs, service, and performance awards – in addition various social and recreational activities. Position Overview: The Financial Analyst/ Property Accountant is responsible for preparing monthly and annual financial statements for an assigned portfolio of condo/co-op communities located through Westchester/NYC. This role works closely with the property manager and resident board members to achieve the community’s financial goals. Responsibilities include, but not limited to: • Responsible for General Ledger Accounting for assigned portfolio of Condo/coop buildings, • Review all financial statements and make all adjustments that are deemed necessary, • Review budget to actual variances and present a variance explanation to the board as needed, • Communicating with the Board Treasurer and Board President regarding the financial position, • Strong working knowledge of general ledger, trial balance, accruals (on a cash basis), preparing custom reports and cash flow projections, • Investing client funds as directed by the Board, • Preparing and presenting budgets, • Reviewing new account financial files that have been transferred to AKAM to ensure we have copies of all documents and ensure all funds are transferred appropriately, • Assist with the annual audits Qualifications: • Must have bachelor’s degree in finance or accounting, • At least 2 years of Financial Analyst or Property Accountant experience within the real estate/or property management industry, • Experience in dealing with the monthly financial statements of condos/coops specifically, • Must have strong proficiency in Microsoft Excel and other MS Suite programs, • BJ Murray or Yardi software experience is a plus Benefits: • 401(k) Retirement Plan Matching, • Health Insurance, • Dental insurance, • Vision Insurance, • Ancillary Benefits, • Health Savings Account, • Flexible Spending Account, • Life Insurance, • Paid Time Off, • Company Events, • Employee Assistance Program, • Employee Referral Program, • Employee Engagement Committee AKAM Living Services, Inc., is committed to maintaining a diverse workforce and an inclusive work environment. AKAM is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. All qualified applicants are encouraged to apply and will be considered for employment without regard for any characteristic protected by applicable law.

Job Description Job Location: New York, Boston or Atlanta Office Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: • Financial modeling and analysis across a wide range of industries, • Drafting descriptive memoranda for sale and financing assignments, • Creating materials for advisory assignments, including fairness and valuation opinion presentations, • Identifying, evaluating and contacting potential targets or acquirers, • Organizing and coordinating due diligence sessions with transaction counterparties, • Preparing presentations and pitch material for the solicitation of new business Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. The team you'll join StepStone's Private Equity (PE) team diligences and invests in opportunities across the private equity landscape. The team will invest directly in companies alongside other sponsors, complete LP and GP-led secondary transactions, and evaluate primary investment capabilities on behalf of StepStone's advisory and discretionary clients. Through analysis of leveraged buyout deals and funds, StepStone's PE team works across a wide array of industries and capital structures. About the role StepStone is looking for highly motivated undergraduate students graduating between December 2026 and June 2027 to join our Private Equity team as Summer Analysts. This internship offers an exciting opportunity to gain hands-on experience across the private equity industry. Summer Analysts will analyze leveraged buyouts, growth equity and distressed private equity funds and investments. Through this experience, Summer Analysts will develop a strong understanding of various industries, capital structures, and private equity funds and investment strategies. What you'll do As a Summer Analyst, you'll work collaboratively in a team environment to conduct due diligence, financial modeling and preparation of investment memorandums across our investment verticals: private equity fund investments, co-investments, and secondaries transactions. You'll also have the opportunity to contribute to investment recommendations and present them to the Firm's Investment Committee. Key responsibilities • Analyze and conduct diligence on co-investment opportunities and secondary transactions, • Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis, • Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across stages (i.e., buyout, distressed, etc.), industries and geographies, • Conduct due diligence on potential fund investments (team, strategy, performance), and synthesize findings in an investment memorandum to be presented at the Firm's Investment Committee, • Speak with senior executives to gather insights regarding the style and effectiveness of target fund managers, • Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors, • Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future, • Undergraduate student graduating anywhere from December 2026 through June 2027, • GPA of 3.5 or higher, • Strong proficiency in Microsoft Word, PowerPoint and Excel, • Excellent written and verbal communication skills, • Demonstrable analytical capabilities, including strong quantitative/modeling skills At StepStone, we foster a supportive and inclusive team culture where collaboration and learning are the core of what we do. Our collegial atmosphere encourages teamwork, mentorship, and professional development. This summer internship is a great opportunity to gain practical experience and develop critical skills that will help you launch a successful career in private equity. Click here to learn more about the intern experience. Salary: $95,000 The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees. At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description Screenvision Media is a premier cinema, video, and media organization that curates powerful and uncluttered storytelling for brands, exhibitors, and audiences at movie theatres nationwide. Our goal is to create engaging, technology forward media solutions for all of our partners, both big and small. We take pride in a culture that values creativity, collaboration, and a passion for the distinct magic of the moviegoing experience, unrivaled in its impact and engagement. Title: Financial AnalystReports To: VP, Financial Planning & Analysis and Exhibitor FinancePosition Overview The Financial Analyst will support the Vice President of Financial Planning & Analysis and Exhibitor Finance with gross margin management, exhibitor accounting, and financial reporting. This position reports into our Midtown Manhattan Office Monday-Thursday with the option to work from home on Fridays. Responsibilities include: • Assist in the preparation and maintenance of financial reports, forecasts, and budgets., • Support the monthly, quarterly, and annual financial reporting process., • Assist in analyzing financial performance and provide insights to senior management., • Work closely with cross-functional teams to help identify opportunities that can positively impact the company's financial performance., • Prepare and maintain gross margin calculations and reporting., • Collaborate with the accounting team to track actual financial results against forecasts., • Assist in ad-hoc financial analysis and special projects as needed., • BA/BS in Accounting, Finance, or a related field required., • 3-4 years of finance and/or accounting experience preferred., • Strong proficiency in Microsoft Excel., • Attention to detail and ability to manage multiple tasks effectively., • Excellent time management and prioritization skills., • Strong communication skills and ability to collaborate with different departments and senior managers. The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training, and skill level. Screenvision does not discriminate in hiring or employment on the basis of race, color, religious creed, national origin, sex, ancestry, age, employment status, disability or veteran status or any other basis prohibited by federal, state or local laws. AA/EOE We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation [Exempt roles only], paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.

Job Description AST Defeasance is a leading boutique commercial real estate firm. Specializing in several areas of commercial real estate finance, AST is hired on several thousand transactions annually and is the largest firm in its field nationwide. No other company can combine ingenuity, know-how and customer service like AST. Job Description Financial Analyst will assist all departments within the firm, participating in financial modeling, transaction processing and calculations, ranging across both the real estate and finance industries. Analysts will have direct access to all company executives and will gain direct training in finance and real estate principles. Most time will be spent working with our professionals to assist in day-to-day operations, first learning our programs and services, and then eventually assuming responsibility for individual projects and daily activities. Analyst should be an energetic self-starter interested in high finance and all aspects of commercial real estate finance. Qualifications • 2 years' experience in real estate or finance a plus, • Bachelor’s degree a plus, • Competency in Microsoft applications including Word and Excel, • Effective time management and ability to multitask, • Attention to detail, • Strong writing skills Additional Information Salary: $50k-$70k Base + Bonus

Job Description JOB DESCRIPTION Job Title: EDD Analyst Department: Compliance Classification: Non -Exempt Reports to: EDD Manager Summary/Objective: Responsible for reviewing high risk customers, products and services under the Bank’s enhanced due diligence program (EDD), and ensuring the bank’s compliance with and Bank Secrecy Act /AML regulations. Essential Functions: Include the following. Other duties may be assigned. • Conduct due diligence research/investigations on all new and existing accounts high risk accounts and ensure that all required information for compliance with the USA Patriot Act, Section 326 and the Bank's Customer Identification Program & Enhanced Due Diligence Program (CIP/EDD) is collected at account opening and ensure procedures are adhered to., • Interact with business line personnel, AML and BSA teams to understand client behavior and communicate activity of interest and/or concern., • Review transactional data to identify activity commensurate with customer relationships that pose a higher risk of money laundering or terrorist financing., • Conduct onboarding and quarterly high-risk rating reviews and assist in the preparation of reports to management., • Conduct ongoing monitoring/analysis of customers for possible changes to risk rating., • Conduct in-depth research into customer accounts, properly document findings and communicate with account officers requesting information to ascertain if activity is permissible by regulation., • Recommend and support escalation of unusual or potentially suspicious activity to the AML team for investigation and SAR filing. Competencies: In order to perform the job successfully, an individual should demonstrate the following competencies: 1. Apply core BSA/AML skills to financial products and processes., 2. Communicate issues to EDD Manager in an effective manner., 3. Identify suspicious or unusual activity and escalate matters for heightened review. Supervisory Responsibility: None. 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 frequently required to stand; walk; sit; reach with hands and arms and talk or hear. Travel Requirements: N/A Required Education and Experience: Bachelor's degree from an accredited four-year college or university in Business, Finance, Accounting or Law; or 1 to 3 years related work experience and/or training; or equivalent combination of education and experience. Additional Qualifications: CAMS Certification or ability to attain within 6 months. Language/Communication Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers. Risk Management Responsibilities: · provide first line with advisory guidance and routinely monitor for compliance, assess risks and the activities to mitigate the risks. · has sufficient authority, stature, independence, resources and access to the Board & executive management to raise risks and concerns.

Job Description JOB DESCRIPTION Expense Management / Operations Analyst- Concur Experience Pay Rate: $31.11/hr (W2) Duration: 6 Months (possible extension) Location: New York City, NY 10036 (Onsite, 5 days per week) Start Date: ASAP Language Requirement: Bilingual English/Spanish (Required) Position Summary We are seeking a Bilingual Expense Management / Operations Analyst with Concur Expense Management experience to join the Global Banking and Global Markets Expense Review Team. This role is responsible for reviewing employee travel and entertainment (T&E) expense reports for compliance with enterprise policies. Candidates must have proven hands-on Concur experience reflected clearly in their resume. Key Responsibilities • Review employee travel and entertainment (T&E) expense reports within the Concur system to ensure compliance with enterprise expense policies., • Verify that all required supporting documentation is submitted accurately and completely., • Track exceptions to policy and work with employees to resolve discrepancies in a timely manner., • Ensure consistent application of compliance standards across all reports., • Document and maintain accurate records of expense report reviews., • Collaborate with team members to uphold expense management procedures. Required Qualifications • Concur Expense Management experience (MUST HAVE) – experience must be clearly shown for each relevant position on resume., • Minimum 1 year of experience in the financial services industry., • Bilingual English/Spanish (Required)., • Strong attention to detail and organizational skills., • Stable work history. Preferred Qualifications • Experience with Banking (BAC) systems or processes., • Familiarity with enterprise expense policies and compliance reviews. Important Submission Note for Vendors: All candidates must have documented Concur experience (including where and how long it was used) in the job seeker comments section at the time of submission.

Job DescriptionWe are seeking a highly skilled Senior Data Analyst to join our Financial Crimes / Anti-Money Laundering (AML) team. This is a contract role. The ideal candidate will have a strong technical background and extensive experience in the financial crimes and AML space. This role involves analyzing and interpreting transactions, accounts, customers, alerts, and third-party data using advanced statistical and analytical tools to identify potential suspicious patterns, anomalies, and risks. Responsibilities: • Analyze and interpret transactions, accounts, customers, alerts, and third-party data using statistical and analytical tools to identify potential suspicious patterns, anomalies, and potential risks., • Utilize data analytics tools (e.g., SQL, Python, R, SAS) to support investigations teams and decision-making processes., • Design and implement financial crime detection models and scenarios., • Conduct root cause analyses on financial crime incidents to enhance detection and prevention strategies., • At least a bachelor's degree in data analytics or a related field., • Advanced degree in a related field (e.g., Data Engineering, Data Science, Statistics) preferred., • 3+ years of experience in the field., • Proven experience in the financial crimes / AML space., • Proficiency in Alteryx is strongly preferred., • Proficiency in data analytics tools such as SQL, Python, R, and SAS., • Experience with Hadoop environment is a plus but not required., • Strong understanding of AML/KYC regulations and practices., • Experience in designing and implementing financial crime detection models and scenarios., • Ability to conduct root cause analyses on financial crime incidents., • Excellent analytical and problem-solving skills., • Strong communication skills, with the ability to translate complex data into actionable insights. Minimum Hourly Rate: $55.00 | Maximum Hourly Rate: $70.00 Powered by JazzHR lslRM2FGsN

Job Description Company Overview: Summit Golf Brands is a global leader in wholesale golf apparel, offering premium products through three distinct brands-serving men, women, and juniors. Summit Golf Brands is comprised of the leading brands Fairway & Greene, Zero Restriction and B. Draddy. With over 3,000 active accounts in 20 countries, we're growing fast and looking for sharp, strategic thinkers to help shape our next chapter. Job Summary: Summit Golf Brands is looking for a Wholesale Data Analyst to assist our Sales team and provide the insights that will power our next phase of growth. In this role, you will analyze account-level sales performance, identify whitespace opportunities, and support strategic decisions on sales territory coverage, assortment planning, and competitive positioning. You will also assist with financial planning and budgeting needs as they arise. You'll work closely with our co-heads of sales and our CFO, and you will collaborate with merchandising, marketing, and product development teams. This is a high-impact role with visibility across the organization. Reports to: CFO & President Duties/Responsibilities: • Analyze historical wholesale sales by region, customer, and salesperson to understand current performance., • Identify top-performing accounts, regional strengths, and underpenetrated opportunities across our three brands., • Support decisions on territory staffing and sales structure by evaluating business potential vs. current coverage., • Monitor the competitive landscape and benchmark best-in-class sales organizations., • Track product- and style-level sales trends to help guide future design and merchandising direction., • Analyze our market share across key categories and recommend strategies for growth., • Deliver clear, concise reporting with actionable insights for sales leadership and cross-functional partners., • Maintain and optimize CRM and data systems to support account targeting and forecasting efforts.Required Skills/Abilities:, • 2-3 years of experience in data analysis, CRM, or sales/wholesale analytics-ideally in apparel, CPG, or retail. Experience in financial analysis is a plus but not a requirement., • Advanced Excel skills; proficiency in data visualization tools (e.g., Tableau, Power BI, Looker)., • Experience working with CRM platforms (Salesforce, HubSpot, etc.)., • Strong business acumen and the ability to draw actionable conclusions from data., • Excellent communication and presentation skills., • Comfortable working cross-functionally and with senior leaders., • Based in the NYC area or willing to work from our New York City office several days per week. Job Posted by ApplicantPro

Job Description About Us: The Community Preservation Corporation (CPC) believes stable and sustainable affordable housing is the foundation of strong communities and we strive to contribute to comprehensive neighborhood revitalization through our lending and partnerships. A nationally recognized leader in affordable housing finance, CPC has provided a consistent source of capital to underserved housing markets throughout New York State since our inception in 1974. Today, CPC stands as the largest CDFI solely committed to investing in multifamily housing, having invested more than $15 billion to finance the creation and preservation of more than 230,000 units of quality housing in neighborhoods across New York State and beyond. CPC has a robust construction lending platform, a mortgage bank, and equity and impact investment platforms that focus on our three goals: Expanding Affordable Housing, Closing the Racial Wealth Gap and Investing in the Green Economy. As a member of our team, you'll have the opportunity to work on impactful projects that make a real difference in people's lives. We're looking for talented individuals who are passionate about our mission and share our values of commitment, respect, excellence, accountability, and collaboration. Role Summary: The Financial Planning and Analysis (FP&A) team is responsible for developing advanced financial models and presentations for executive decision-making, including providing recommendations to support the strategic growth of CPC’s various business units and capitalization of its balance sheet. As a Financial Analyst, you will contribute to the development of complex business models (both long and short-term projections) and present key findings to the executive management team. You’ll also collaborate with cross-functional teams to support the successful implementation of CPC’s new ERP system, ensuring alignment between financial operations and organizational goals. In addition, you will serve as a finance liaison, partnering across departments to support strategic and operational initiatives that enhance CPC’s overall performance. What You’ll Do: • Help support the development of CPC’s long and short-term financial forecasts and provide insights into the organization’s performance and that of its individual businesses., • Prepare clear and concise presentations outlining both financial findings and critical business insights to support recommendations to senior management., • Collaborate with colleagues within the finance team and from other departments to enhance CPC’s monthly and quarterly financial reporting, incorporating key performance metrics for multiple business lines., • Help support the annual operating budget process: partner with finance and business leaders to identify key revenue and expenses assumptions for the year; help create consolidated CPC and Business Segment budgets based on these inputs., • Manage CPC’s Capacity, Capital Allocation, and Liquidity models., • Help support CPC’s new financial ERP implementation project and future projects geared to drive automation and improved financial reporting., • Help support CPC’s S&P and Lender due diligence requirements using reporting and analytical tools to ensure timeliness and accuracy., • Participate in Finance department and cross-departmental projects as required., • Help support the broader Finance function partnering with Accounting & Treasury to ensure reporting accuracy and alignment between the groups., • BA/BS in Economics, Finance, Business, or related field., • A minimum of 2-3 years’ finance/accounting experience, preferably in a consulting, real estate, or banking environment., • Demonstrated understanding of financial analysis concepts as well as a solid knowledge of Generally Accepted Accounting Principles (GAAP)., • Must be self-motivated, as a wide degree of creativity and latitude is expected., • Comfortable managing multiple projects with a high degree of ambiguity in a fast-paced setting., • Results-oriented – strong sense of urgency and excellent follow-through., • Strong modeling skills., • Advanced Excel skills and strong proficiency in Power Point is required., • ERP implementation experience (e.g., Net Suite, Workday) is a strong plus., • Detail orientated with good communication skills, • Competitive compensation, • 401(k) retirement plans with employer match, • Medical, dental, and vision benefits for employees and their dependents, • Commuter benefits, • PTO for vacation, personal days, sick leave, holidays, jury duty, bereavement, parental leave, and disability, • Tuition assistance program, • Two “work from anywhere” weeks per year, • Summer Fridays, • Collaborative working spaces, • Service days to support our communities, • Employee development and engagement events, • More about our offerings and culture here This is a full-time, hybrid role where you will work from the Manhattan office two - three days a week. The salary range is $75,000 – $90,000, dependent on experience. The Community Preservation Corporation is an Equal Opportunity Employer and all employment-related decisions including recruitment, selection, evaluation, promotion, compensation, training and termination are made without regard to race, creed, color, national origin, sex, disability, marital status, status as a veteran, sexual orientation or gender identity, or any other protected status.

Job Description Mastech Digital provides digital and mainstream technology staff as well as Digital Transformation Services for all American Corporations. We are currently seeking a Business Analyst for our client in the Consulting domain. We value our professionals, providing comprehensive benefits and the opportunity for growth. This is a Contract to Hire position, and the client is looking for someone to start immediately. Duration: 9-12+ Months Contract to Hire Location: Jersey City, NJ Salary: $55.00-$60.00/Hourly Role: Business Analyst Primary Skills: Business Analysis Role Description: The Business Analyst must have 5+ years of experience. Responsibilities: • Develop and implement innovative strategies for business process analysis using cutting-edge tools and technologies., • Collaborate with cross-functional teams to streamline processes and enhance efficiency., • Conduct in-depth requirements analysis to drive business solutions., • Lead the training sessions to educate team members on best practices in business process analysis., • Work closely with business and technology teams to gather testing requirements, • Escalation of issues in a timely manner, • Produce system and process documentation, • Ensure adherence to audit and operation standards Skills: • Strong Market Risk, Risk or Front Office experience, • Strong financial products knowledge, • Solid understanding of regulatory landscape, • Excellent analytical and quantitative skills, • Strong problem-solving skills and experience in analyzing large volumes of financial data, • Ability to effectively communicate within a multi-disciplined team and demanding business users, • Good organization skills with efficient follow-ups & driving conclusions, • Experience with SDLC and agile methodologies, • Excellent technical skills in SQL/PL SQL. Education: Bachelor’s degree Experience: Minimum 5+ years of experience Relocation: This position will not cover relocation expenses Travel: No Local Preferred: Yes Note: Must be able to work on a W2 basis (No C2C) Recruiter Name: Prashant Negi Recruiter Phone: 484-331-3205 Benefits: We have various coverages and additional benefits to choose from: • Medical, Dental (Including Ortho) & Vision Insurance (Option to Enroll)., • Paid Leaves (Wherever applicable)., • Life & Disability Coverage (Upon eligibility)., • 401K Option, Education Assistance Program and more. Mastech Digital is an Equal Opportunity Employer - All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Job Description Job Description The Junior Bank Secrecy Act Analyst works on a team that performs monitoring of daily BSA-related bank functions to ensure conformity and adherence with all applicable BSA/AML, USA Patriot Act, and OFAC related laws and regulations, performs a variety of routine daily tasks, prepares CTR reporting and correspondence, participates in special department projects, and assists the BSA Officer as needed. Responsibilities include assisting daily reviews of CTRs and preparing CTRs for e-filing, helping monitor customer transactions, and helping to resolve account activity alerts. Reports To • BSA/AML Officer Primary Responsibilities • Support analysts in reviewing new account documentation to ensure the Bank follows BSA policy pertaining to CIP and KYC and that all new accounts are established following current procedures, • Help with reviewing alerts generated by the AML monitoring system for compliance with BSA/AML regulations and reporting of accounts where potential suspicious/unusual activity has been noted, • Assist with communication to branch personnel and management to obtain and validate client information, • Provide support to department to perform OFAC alerts review that are generated by the internal system and guide MFS Branch network on potential OFAC hits, • Assist in preparing Currency Transaction Reports (CTRs) for e-filing, • Research to review and update Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD), • Assist with periodic reviews of high-risk accounts and customers (EDD Reviews), • Participate in department projects as needed, • Any or all other duties as assigned Desired Skills & Experience • BS/BA in Finance, Business, or related field, • 1 to 2 years of work experience in BSA risk analysis or equivalent with related experience in other areas of banking and/or financial investigations preferred, • Excellent organization and communication skills, • Strong Internet research skills, • Strong Microsoft Office skills, • Sound analytical and problem-solving skills., • Ability to work independently and in a team setting., • Ability to maintain confidentiality of sensitive material.

Job Description Operation Specialist – Trade Processing & Settlement POSITION SUMMARY The Operations Specialist – Trade Processing & Settlement, is directly responsible for specialized functions within Trade Processing. Including the processing and settling of security trades settling at DTC, as well as security and cash movements on custody, client communication, and reconciliation. Key Responsibilities 1. Transaction Processing • Process assigned tasks in an efficient and effective manner for our custody clients and accounts., • Verify trade information vs. broker presentation, security, and cash transactions received from the client., • Manage daily volume. 2. Problem Resolution • Review and resolve trade discrepancies with the necessary parties., • Escalate problem trades to management. 3. Communications • Communicate professionally and constructively via email, phone, etc. with internal and external clients and counterparties to effectively resolve issues to minimize risk and exposure., • Provide superior client service., • Communicate as part of a team. 4. Process Improvement • Gain efficiencies to improve individual productivity., • Gain an understanding of the big picture – how specific function impacts the firm., • Demonstrated PC skills., • Ability to identify, escalate and resolve a problem., • Ability to communicate professionally through effective verbal and written skills., • Ability to manage time efficiently and effectively., • Organizational skills and detail oriented., • Ability to multi-task., • Ability to work in a team environment., • Ability to meet deadlines and work under pressure.Company DescriptionOverview TechLink Systems is a national provider of staffing services with offices all over the USA as well as development and support centers globally. We are a MBE (NMSDC), WBE (WBENC), and WOSB certified minority business that has been awarded 2017 TAPFIN Premier Partner, 2016 Manpower Excellence Award, 2016 TAPFIN Elite Partner, are a Known Tier Supplier for Agile 1, and have been ranked as a Top Women and Minority Owned Company since 2004 by several businesses including Philadelphia Business Journal, Diversity Business, Inc 5000, Inc 500, San Francisco Business Times, Diversity2000, and Los Angeles Business Journal. We serve the contract staffing, direct hire, staff augmentation, recruitment, HR management, and project outsourcing needs of clients nationwide. Striving to create personal relationships with clients, TechLink Systems becomes a virtual extension of clients’ own in-house capabilities to help achieve new levels of growth, productivity, and competitiveness. We also have national recruitingOverview\r\n\r\nTechLink Systems is a national provider of staffing services with offices all over the USA as well as development and support centers globally. We are a MBE (NMSDC), WBE (WBENC), and WOSB certified minority business that has been awarded 2017 TAPFIN Premier Partner, 2016 Manpower Excellence Award, 2016 TAPFIN Elite Partner, are a Known Tier Supplier for Agile 1, and have been ranked as a Top Women and Minority Owned Company since 2004 by several businesses including Philadelphia Business Journal, Diversity Business, Inc 5000, Inc 500, San Francisco Business Times, Diversity2000, and Los Angeles Business Journal. \r\n\r\nWe serve the contract staffing, direct hire, staff augmentation, recruitment, HR management, and project outsourcing needs of clients nationwide. Striving to create personal relationships with clients, TechLink Systems becomes a virtual extension of clients’ own in-house capabilities to help achieve new levels of growth, productivity, and competitiveness. \r\n\r\nWe also have national recruiting

Job DescriptionDescription: Summary We are seeking a highly analytical and detail-oriented Capital Markets Analyst to join our New York team. This position will support the company’s financing strategies, develop complex financial models, and contribute to capital structuring decisions in alignment with our renewable energy initiatives. The ideal candidate will work collaboratively across teams, including corporate finance, project development, and external stakeholders. Requirements: Key Job Responsibilities Market Analysis and Research: • Monitor capital markets trends, macroeconomic indicators, interest rate movements, and regulatory updates impacting renewable energy financing., • Provide research and recommendations on investment opportunities, competitive financing benchmarks, and risk mitigation strategies., • Build, maintain, and enhance detailed project- and portfolio-level financial models to support capital structuring decisions., • Conduct valuation analyses for project equity, debt sizing, and tax equity structuring., • Perform scenario and sensitivity analyses to evaluate the impact of different market and financing assumptions., • Assist in the execution of debt, equity, and tax equity transactions for utility-scale renewable energy projects., • Draft and prepare investor presentation materials, offering memoranda, and financial summaries., • Support due diligence processes by coordinating data requests, analyzing financial information, and ensuring accurate documentation., • Partner with corporate finance, accounting, and project development teams to align financing strategies with project and corporate objectives., • Provide analytical support for strategic initiatives, including M&A opportunities and portfolio optimization., • Bachelor’s degree in finance, Economics, or a related field. CFA is a plus., • 1–2 years of experience in investment banking, private equity, project finance, or corporate finance with a focus on capital markets., • Strong understanding of financing instruments, including corporate debt, project finance, tax equity, and structured equity., • Advanced financial modeling and valuation expertise (Excel proficiency required; VBA and/or Python a plus)., • Familiarity with renewable energy or infrastructure sectors strongly preferred., • Excellent analytical, problem-solving, and quantitative skills with high attention to detail. The Analyst, Capital Markets may be required to endure the following physical activities, environmental conditions, and physical demands: • Remain in a stationary position, often standing or sitting for prolonged periods,, • Moving about to accomplish tasks or moving from one worksite to another,, • Adjusting or moving objects up to 20 pounds in all directions,, • Repeating motions that may include the wrists, hands and/or fingers, and, • Assessing the accuracy, neatness and thoroughness of the work assigned.

Job DescriptionJob Title: Revenue Analyst Location: NYC Reporting To: Senior Manager, Finance / FP&A We are seeking a detail-oriented and analytical Revenue Analyst to join our Finance & FP&A team. This individual will play a critical role in supporting revenue-related reporting, analysis, budgeting, and forecasting across CRA’s portfolio. The Revenue Analyst will also assist in sales commission planning and calculation, ensuring accuracy and transparency in compensation processes. Key Responsibilities: • Prepare, analyze, and report on weekly, monthly, quarterly, and annual revenue performance by product line, client segment, and channel., • Analyze revenue across multiple views—including GAAP, Cash, and Annual Recurring Revenue (ARR)—to support financial planning and strategic insights., • Support the budgeting and forecasting processes, including revenue modeling for multiple lines of business, • Partner with Sales and Sales Operations to review and validate Salesforce data for pipeline analysis and forecasting., • Assist with the design, implementation, and administration of sales commission plans; calculate and audit commission payouts in alignment with company policies., • Identify trends, variances, and drivers in revenue performance to support strategic decision-making., • Collaborate cross-functionally with Sales, Marketing, and Commercial Operations teams to improve data integrity and reporting efficiency., • Contribute to continuous process improvements for financial reporting and data automation., • Ensure accurate revenue recognition in coordination with accounting, in compliance with company policy and GAAP principles., • As part of the Finance team, will assist with ad hoc financial analysis in other areas of the business Qualifications:, • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 2–4 years of experience in financial analysis, revenue analysis, or a related function— experience in a B2B media or SaaS/recurring revenue environment preferred., • Strong understanding of revenue forecasting, budgeting, and financial modeling principles., • Proficient in Salesforce and Excel; experience with financial planning tools (e.g., Adaptive Insights, Anaplan, NetSuite Planning) is a plus., • Familiarity with sales commission structures and calculation methodologies., • Highly analytical with a strong attention to detail and accuracy., • Excellent communication and collaboration skills, with the ability to translate data into actionable insights. Preferred Skills:, • Experience working in a high-growth, dynamic environment. Equal Employment Opportunity CyberRisk Alliance is committed to equal employment and advancement opportunity for all employees and candidates for employment without regard to race, color, ancestry, national origin, religious creed, gender, physical or mental disability, veteran status, sexual orientation, age or marital status in accordance with the applicable laws and regulations. About CyberRisk Alliance CyberRisk Alliance provides business intelligence that helps the cybersecurity ecosystem connect, share knowledge, accelerate careers, and make smarter and faster decisions. Through our trusted information brands, network of experts, and more than 250 innovative annual events we provide cybersecurity professionals with actionable insights and act as a powerful extension of cybersecurity marketing teams. Our brands include SC Media, the Official Cybersecurity Summits, Security Weekly, Identiverse, CyberRisk Collaborative, LaunchTech Communications, Execweb, InfoSec World, ChannelE2E, MSSP Alert, and TECHEXPO Top Secret. Learn more at . Powered by JazzHR Y7cdhxi2Ei

Job DescriptionGlobal financial institution is seeking a Bilingual Japanese Financial Analyst to provide administrative and basic analytical support to Relationship Managers in the Japanese Corporate Banking Department. Duties and Responsibilities: • Analyze financial data and prepare financial reports and models to support credit application decisions for assigned products., • Ensure compliance with Head Office and Branch investment guidelines in financial analyses., • Perform quality assurance for assigned products by regularly monitoring key financial performance indicators., • Assist Relationship Managers with business development and deal structuring; prepare credit applications, self-assessments, account reviews, and other administrative requirements as assigned. Requirements • BA/BS degree (or equivalent) in Business, Economics, or related field., • Bilingual oral and written communication skills at a business level in both English and Japanese., • Solid knowledge of finance and basic accounting., • Familiarity with research resources, including Bloomberg, EDGAR, and rating agencies, is a plus., • Basic knowledge of corporate finance transactions and loan markets., • Proficiency in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access) with some financial modeling capabilities., • Excellent oral and written communication skills in both Japanese and English. BenefitsGood benefit

Job Description Investment Analyst/Associate - Structured Finance & Investments NYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated Investment Associate - Structured Finance and Investments at a prominent NYC Private Equity - Investment Manager. An exciting opportunity to be a key part of the growth of the firm, funds and team and will work closely with senior members of the firm to evaluate and execute on investments within numerous asset classes and across the capital structure. This individual will be a significant contributor in enabling their vision and helping the organization to grow and improve their businesses. To be successful in this role you must be highly detail oriented and organized, able to meet assigned deadlines and have first class communication and interpersonal skills. Key Responsibilities: • Corporate financial modeling (debt and equity) and asset valuation, • Qualitative and quantitative business, financial, and other due diligence in conjunction with the deal team and third-party advisors, agents, accountants, • Working with lenders to secure financing vis-a-vie revolving facilities, private placements, and public capital markets, • Preparing internal materials, including Investment Memorandums and transaction analysis for presentation to Investment Committee, • Monitoring and supporting investment assets and portfolio companies The ideal candidate would have a background including: • 2-4 years investment banking, investment firm or fund experience, • Structured Finance or Leveraged Finance or Alternative Asset experience – Rail, Aviation, Transportation experience is a plus, • Excellent analytical, written, and verbal communication skills, • Strong Excel skills required, • Extremely detail oriented · Excellent interpersonal skills and demonstrated ability to work effectively as part of a team · Ability to take direction but also to be independent · Willingness to take on what's needed to support the team · Tenacious/persistent - goes the extra mile Education: Strong academic record and a bachelor's or higher degree An individual who loves solving deep and complex investment related matters and wants to have an outsized impact with the products and solutions they deliver. An individual with a passion for investments, high level of intellectual curiosity, a commitment to excellence and an unparalleled drive to deliver world-class services. About the Client: The firm is leading private equity investment manager specializing in the transportation sector, currently focused on rail and aviation assets. They target investment opportunities that can benefit from their deep, longstanding relationships, access to proprietary information, financial structuring, and operational expertise. They focus on investing in assets that generate consistent cash flow and have significant downside protection. Founded in 2014, the firm manages ~$1.1bn+ of investor capital across rail and aviation strategies with locations in NYC, Chicago and St. Louis. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of financial markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior partners in a highly collaborative and charged investment environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment, • Able to digest complexity while maintaining an understanding of the “big picture” of business needs The salary range is $80,000 - $140,000 plus employees may also be eligible for annual discretionary incentive compensation. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, location, and applicable laws.

Job Description A global professional services firm seeks a Senior Quantitative Analyst to join their dynamic team. The Senior Financial Analyst joining the Quantitative Analysis team will leverage their transactional and financial modeling experience to play an integral role in supporting the leadership for the Corporate Department's leading practice groups, including Emerging Companies, Capital Markets, and Mergers & Acquisitions. Responsibilities: As a Senior Quantitative Analyst at firm, you will be working closely with Corporate departmental leadership and attorneys. You will develop client-facing capitalization models to be used in M&A transactions, SPAC, deSPAC, and early stage/venture capital financing engagements. Partners and their clients rely on the models prepared by Senior Analysts to determine the distribution of cash proceeds amongst equity and debt-holders, or to determine the capitalization structure as a result of the proposed transaction. On an as-needed basis, the Senior Analyst will work with the attorneys and update the models as the terms of the deal progress. Financial models include but are not limited to pro-forma capitalizations, liquidation waterfalls, merger consideration spreadsheets, voting models, and IPO S-1 models. The Senior Analyst will also be responsible for developing and maintaining training materials as well as mentoring and training our team of analysts and associates so they can provide modeling assistance as the need arises. Other key responsibilities include: · Engaging with attorney deal teams on transactions, which requires critically reading agreements and financial modeling support, including pro-forma capitalizations, liquidation waterfalls, merger consideration spreadsheets, voting models, and IPO S-1 models · Advising the internal deal team using the knowledge gained from analysis, and answering any questions that may arise regarding data, analytical methods, and the assumptions used to build the work product · Producing client-ready financial models and effectively communicating analysis and work product to partners, associates, and external clients · Maintaining detailed records documenting procedures, methodologies, and sources of information used while performing analytical tasks · Participating in education classes for our attorneys related to quantitative analysis work · Developing and maintaining training materials such as reference guides, training presentations, a library of training exercises, and tip sheets Qualifications: · A Bachelor's degree in Finance, Business Administration, Economics, or a related field · A financial / industry qualification (CFA) or a Masters of Business Administration (MBA) is ideal · A minimum of five (5) years of related analytical experience at a professional services organization in corporate finance, consulting, or M&A, as well as experience working on ad-hoc requests and projects in a fast-paced, deadline-driven environment Compensation & Benefits Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment, but will also receive a generous and competitive total compensation package. Actual compensation will be dependent upon a number of factors, including but not limited to, the candidate's relevant experience, qualifications, and location. Discretionary bonuses may be awarded in recognition of individual and firm performance — and profit-sharing partnership contributions to 401(k) accounts may be given based on firm performance. Firm's comprehensive and best-in-class benefits support employees through every stage of life: · Healthcare, dental, and vision plans · Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more) · Generous 401(k) plan and firm-paid basic life and disability insurance · Extensive resources for parents and caregivers · Family building and fertility resources · And much more! In addition, employees receive: · At least 11 paid holidays per year and a PTO program that accrues 23 days during the first year of employment and grows with tenure · Ongoing professional development and career support, including bespoke training and leadership development programs, firm-paid access to LinkedIn Learning courses, and career coaching. · Peer networking, mentoring, and professional support through the eight global staff affinity groups. Many of our job openings can be viewed at

Job Description JD - CFSB - Fraud Analyst.pdf JOB SUMMARY: CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach. CFSB is seeking an Associate, Fraud / Risk Analyst. The position will report to the Bank’s VP, Fraud Risk Manager and is responsible for assisting the Bank’s Risk Team in fraud monitoring activities across all the Bank’s lines of business. This position requires identifying and resolving issues of moderate complexity. This position is at an intermediate professional level and requires strong execution and analytical abilities. Responsibilities: • Observe customer transactions to identify fraudulent activity such as account take over, friendly fraud, theft and suspicious activity., • Respond to inbound calls from customers and other financial institutions concerning unusual activity, • Generate periodic reports and monitor real time queues to identify high risk transactions., • Ensure escalation of fraud cases are properly handled and documented according to procedures., • Develop suspicious activity reports (SARs) for identified unusual activity., • Determine existing fraud trends by analyzing accounts and transaction patterns., • Interact with the Bank’s data processors and clients to validate information and to confirm or cancel authorizations., • Analyze transaction data with a view to optimize risk management strategies for clients., • Recommend fraud mitigation processes for emerging transaction patterns and trends., • Interact with other departments/lines of business on resolution of issues (ex. Operations Department, and CFSB clients)., • Maintain knowledge of industry best practices and technologies within payment risk management., • Develop in-depth knowledge of risk management products through research and testing in order to act as subject matter expert to clients and other team members., • Effectively utilize and operate all tools and technology appropriate to role (ex. Lexis Nexis, SQL, Microsoft Office, Etc.). Knowledge, Skills, and Abilities: • Background in analyzing large sets of transaction data to identify patterns and trends., • Knowledge of various customer types and their respective functions (ex. Money service businesses, money transmitters, pre-paid card programs, debit card programs, and retail banking customers desired). Education, Training, and Experience: • Bachelor’s degree in finance, Business, Science, Engineering, Computing or related field., • 2+ years of experience with interpreting results from fraud tools used to combat financial fraud. Salary: $75,000 - $90,000 "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 Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a Research Associate to join our Biotechnology equity research team. The position is located in New York City. We are looking for a PhD cancer biologist to join our industry leading research team. As a Research Associate, you will work directly with the Senior Research Analyst on many aspects of the research process including: building and maintaining financial models, performing fundamental analysis and due diligence on biotechnology companies, writing investment-driven research reports, developing and fielding industry surveys, attending medical and scientific conferences, and undertaking a wide array of industry analyses and competitive assessments. The associate will have broad exposure to company management and investor conferences, and will interface with key opinion leaders, institutional investor clients, internal sales force and trading personnel. A strong candidate is independently motivated, analytically-minded, and intellectually curious. Some experience with financial modeling and exposure to the equity markets is a plus. The candidate must have a demonstrable interest in drug development, and a passion for life sciences investing. Attention to detail, a strong work ethic, the ability to multi-task, and excellent written communication skills are required. Candidates must possess a graduate degree in biology, chemistry, or similar fields, and have a genuine interest in investing. We look for people who possess the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints, • Deep understanding of oncology and/or immunology, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated models and for organizing and maintaining industry data—attention to detail is critical, • A passion for the biotechnology sector, stock market and equity research. It is highly advantageous to have prior exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate, • A thorough understanding of the investment process and the ability to perform deep primary research, • Strong communication skills. As time progresses, associates will interact with internal sales and trading and external clients; responsiveness and professionalism is important, • Strong work ethic with an ability to perform duties under minimal supervision, • FINRA registered (SIE, Series 7, 63, 86, 87) upon hire or within 6-12 months of hire For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description This 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 open to candidates with a range of experience from Assistant Officer to Officer. 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, with approximately $850 Billion USD in 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 Fund Finance Department (“FFD”) is responsible for providing financing and other service-based solutions to customers that primarily consist of alternative investment funds, fund managers and/or corporate clients. These solutions include, but are not limited to, subscription finance, liquidity facilities, and FX solutions, collectively “Fund Finance”, in addition to Asset Backed Commercial Paper (ABCP) solutions. Your Role Overview: Operations Analyst Responsible for deal processing, internal control and regulatory compliance. Your Duties and Responsibilities: Operations Analyst • Performs business review of credit documentation, regulatory compliance review and booking of new investments and for amendments or periodic review., • Ensures compliance and operational requirements are satisfied before closing and for amendments., • Coordinates with internal and third parties to effect bookings, amendments and funding., • Supports Credit Analysts with Branch and Head Office monitoring and reporting requirements., • Tracks credit documentation and other customer reporting requirements for timely receipt., • Performs agent function, including communicating with customers and other lenders for loan servicing and distribution of documents., • Maintains related systems, reports, credit files and websites as well as assigns application numbers and records approvals., • Performs other duties and responsibilities as assigned by management., • Expected to be proficient in LoanIQ or undergo training to learn system. Your Qualifications:, • Bachelor’s Degree in Finance, Economics or related field., • 1-3 years of experience in either banking operations or bookkeeping preferred., • Good business math, analytical and interpersonal skills., • Excellent organizational ability., • Proficiency with PC in business-related applications., • Excellent written and oral communication skills., • Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access).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 Hi, we're Brigit! A holistic financial health company helping everyday Americans build a brighter financial future. With a business model that is aligned with our customers, we create transparent, fair, and simple financial products that put money back in the hands of our members, help them spend wisely, avoid unfair fees and build their credit quickly. If autonomy, ownership, and having meaningful input at the company you work for is important to you, come join our growing team! Brigit is doing innovative and exciting work, but don’t just take our word for it, our work is being recognized by others: * Built In's 2025 Best Places to Work For In New York City * Built In’s 2024 & 2025 Best Startups to Work For In the U.S. * Built In’s 2023 - 2025 Best Startups to Work For In New York City * Fast Company’s Most Innovative Companies of 2022 * Business Insider’s Most Promising Consumer Startups 2022 * Forbes Fintech 50 2022 Role overview Brigit is looking for an experienced Senior Financial Analyst to support our next phase of growth by driving core FP&A functions, including strategic modeling, budgeting, and performance analysis. This role is perfect for a hands-on finance professional who enjoys building in a fast-paced environment at a mission-driven fintech company. You’ll collaborate with leaders across the organization to develop forecasts, analyze performance, and deliver insights that drive strategic decision-making. This role requires a strong analytical mindset, a passion for process improvement, and a willingness to dive deep into data to uncover key business trends. What you’ll be doing * Strategic Finance & Scenario Planning: Build models to evaluate new initiatives, investment opportunities, and business scenarios. Present recommendations that inform long-term planning and resource allocation. * Forecasting & Budgeting: Maintain and enhance Brigit’s 3-statement financial model and unit economic models. Partner with functional leads to develop forecasts and budgets that align with strategic goals. * Financial Reporting & Insights: Support monthly, quarterly, and annual reporting for Brigit and Upbound (our parent company). Deliver clear, actionable insights to executive leadership through financial and unit economics analysis. * Cash Flow & Capital Efficiency: Monitor cash flow and working capital requirements. Collaborate with the Upbound finance team to deploy capital effectively to support sustainable growth. * Cross-Functional Partnership: Act as a trusted finance partner to teams across the company – translating financial data into strategic decisions. Help others understand the financial impact of their team’s work. * Process Development: Design and implement scalable finance processes to support growth. Find ways to automate and leverage AI/LLMs to drive operational efficiencies. What you have * Experience: 3-6 years in FP&A or strategic finance at a high-growth consumer-focused company. Background in investment banking or consulting is a plus. Fintech, lending, or subscription company experience is highly valued. * Education: Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field. CPA or CFA certifications are a bonus. * Financial Expertise: Strong understanding of FP&A, budgeting, forecasting, and GAAP. Experience with customer unit economics (LTV:CAC, retention, ARPU). * Tools & Tech: Proficiency in Excel and PowerPoint. Experience with ERP systems and BI tools. Familiarity with SQL and/or Oracle Smart View is a plus. * Communication Skills: Comfortable working cross functionally. Ability to translate and simplify complex financial information for senior leadership and diverse audiences. Demonstrated ability to manage competing priorities in a fast-paced and dynamic environment. Location This is a full-time role which will operate out of Brigit’s New York office, with the option to work remotely 1-2x per week, based on business needs. Compensation The anticipated annual base salary for this position is $120,000 - $155,000. This range does not include any other compensation components or other benefits for which an individual may be eligible (other benefits listed below). The actual base salary offered depends on a variety of factors, which may include as applicable, the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job. Our Benefits and Team * Medical, dental, and vision insurance * Flexible PTO Policy * 401k plan * Paid Parental Leave * Physical and mental wellbeing benefits including Wellhub for access to virtual workouts and discounted gym memberships, and Headspace Care for covered virtual therapy sessions and unlimited on demand health support * Monthly reimbursements to use against wifi and cell phone bills * Annual reimbursement for Learning & Development * Help hard working Americans build a brighter financial future * High-growth company * A dynamic, flexible and collaborative start-up work environment with a highly talented team Brigit is committed to providing equal employment opportunities for all applicants and employees without regard to race, religion, color, sex, pregnancy (including breast feeding and related medical conditions), national origin, citizenship status, uniform service member status, age, genetic information, disability, or any other protected status in accordance with all applicable federal, state and local laws. We are proud to be an equal opportunity workplace. If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please email .

Job Description About MCU: At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people. Our Mission: To help hard-working New Yorkers build better tomorrows Our Vision: Be New York's most loved financial institution by helping our members build their best financial futures Overview: The HR Systems Analyst is responsible for supporting, maintaining, and optimizing Human Resources Information Systems (HRIS) and related applications. This role ensures HR technology platforms effectively support organizational needs, data accuracy, compliance requirements, and user experience. The HR Systems Analyst partners with HR, Payroll, IT, and business leaders to implement system enhancements, troubleshoot issues, and provide data insights that drive business decisions Responsibilities: Specific duties include, but are not limited to, the following: System Administration & Support • Serve as the primary administrator for ADP WFN (Workforce Now) and other HR systems, ensuring functionality, security, and user access is properly maintained., • Troubleshoot system issues and coordinate resolution with internal stakeholders and external vendors., • Maintain data integrity across HR systems by running audits, correcting errors, and implementing data quality controls., • Develop, generate, and analyze recurring and ad hoc HR reports and dashboards (e.g., headcount, turnover, compensation, compliance)., • Collaborate with HR and cross-functional teams to assess needs, identify opportunities, and implement process improvements enabled by technology., • Participate in HR system implementations, integrations, and enhancement projects, including gathering requirements, testing, training, and rollout support., • Provide end-user support, troubleshooting, and guidance for HR staff and employees., • Ensure HR systems are configured to support compliance with federal, state, and local employment laws., • Maintain system security protocols and protect sensitive employee information in accordance with data privacy requirements. Requirements: • 3-5 years of progressive experience in HR operations, with a strong emphasis on data analysis and reporting, service delivery and leave of absence management., • Ability to perform in a high-volume environment and meet deadlines while maintaining exceptional attention to detail., • Strong analytical and reporting skills with the ability to interpret data and present findings., • Strong knowledge of HR processes including payroll, benefits, recruiting, performance management, and compliance., • Proficiency in HRIS systems (ADP Workforce Now, required)., • Advanced Excel skills; familiarity with reporting tools (e.g., SQL, Tableau, Power BI) preferred., • Demonstrated ability to multitask and pivot quickly between tasks in a fast-paced environment., • High level of attention to detail and accuracy., • Excellent communication (written and verbal) and interpersonal skills., • Excellent problem-solving skills., • Financial services industry experience is a plus, but not required., • Technologically proficient., • Ability to manage confidential information with integrity. Why you'll be a good fit: Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you’ll bring the following Results - We are passionate about winning. Agility - We proactively anticipate, respond and pivot to ensure MCU wins. Integrity - We operate with the highest ethical standards and highest degree of honesty. Belonging - We cultivate a culture of inclusion and teamwork. Ownership - We take personal responsibility and hold ourselves accountable for the results. What we can offer you: Competitive compensation, medical and dental benefits. 401K with employer match Flexible paid time off We are committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as an organization. Municipal Credit Union (MCU) is an Equal Opportunity Employer. Municipal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description We are Rokt, a hyper-growth ecommerce leader. Rokt is the global leader in ecommerce, unlocking real-time relevance in the moment that matters most. Rokt’s AI Brain and ecommerce Network powers billions of transactions connecting hundreds of millions of customers, and is trusted to do this by the world’s leading companies. We are a team of builders helping smart businesses find innovative ways to meet customer needs and generate incremental revenue. Leading companies drive 10-50% of additional revenue—and often all their profits—from the extra products or services they sell. This economic edge unleashes a world of possibilities for growth and innovation. At Rokt, we practice transparency in career paths and compensation. We believe in transparency, which is why we have a well-defined career ladder with transparent compensation and clear career paths based on competency and ability. Rokt’stars constantly strive to raise the bar, pushing the envelope of what is possible. We are looking for a Financial Planning & Analysis Associate Total compensation ranges from $157,000-$170,000, including a fixed annual salary of $140,000-$153,000, an employee equity plan grant, and world-class benefits. Equity grants are issued in good faith, subject to company policies, board approval, and individual eligibility. About the Role: We are looking for a high-performing FP&A Associate to help drive budgeting, forecasting, long-range planning, and strategic analysis. This role will require exceptional analytical capabilities, executive-ready communication, and an AI-first approach to financial problem-solving. You will be a key contributor to Rokt’s growth story and an effective business partner to leadership —enabling data-driven decisions and operating leverage through strategic insight and automation. Responsibilities: • Support Core Planning Workstreams: Own and contribute to budgeting, quarterly forecasts, and long-range planning cycles. Analyze trends and surface data-driven insights that inform business and resource allocation decisions., • IPO & Maturity Readiness: Partner across functions to prepare for a public-company environment—enhancing forecasting accuracy, and contributing to investor narratives and materials., • AI-Driven Modeling: Use AI-enhanced modeling tools and techniques (e.g., AI-assisted forecasting, automation platforms like Pigment, Cursor or Python/Excel APIs) to streamline workflows and improve forecast granularity., • Business Performance Analytics: Design dashboards, recurring reports, and deep dives that drive visibility into drivers of revenue, margin, and cash flow. About You: • 4+ years of relevant experience, including completion of an investment banking analyst program and at least 1-2 years in a strategic finance or FP&A role at a high-growth technology company (pre-IPO or IPO experience is a plus), • Experience with technology, internet, or software industries preferred, • Strong analytical and modeling skills; expert in Excel/Google Sheets, comfortable with large datasets, and excited about AI-first financial tooling, • Demonstrated executive presence; able to distill insights and communicate clearly to senior stakeholders, • Experience working autonomously in fast-paced environments, with strong ownership and attention to detail About Rokt’stars: As a mission-driven, hyper-growth community of curious explorers, our ambition is to unlock real-time relevancy in ecommerce and beyond. Our bias for action means we are not afraid to quickly venture into uncharted territories, take risks, or challenge the status quo; in doing so we either win or learn. We work together as one aligned team, never letting egos get in the way of brilliant ideas. We value diversity, transparency, and smart humble people who enjoy building a disruptive business together. We pride ourselves on being a force for good as we make the world better. About the Benefits: We leverage best-in-class technology and market-leading innovation in AI and ML, with all of that being underlined by building and maintaining a fantastic and inclusive culture where people can be their authentic selves, and offering a great list of perks and benefits to go with it: • Become a shareholder. Every Rokt’star gets equity in the company, • Enjoy catered lunch every day and healthy snacks in the office. Plus join the gym on us!, • Access generous retirement plans like a 4% dollar-for-dollar 401K matching plan and get fully funded premium health insurance!, • Dog-friendly office, • Extra leave (bonus annual leave, sabbatical leave etc.), • Work with the greatest talent in town We at Rokt choose to create a company that is as diverse and inclusive as the world we live in by attracting, growing & keeping the best talent. Equal employment opportunities are available to all applicants without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If this sounds like a role you’d enjoy, apply here, and you’ll hear from our recruiting team.

Job Description Global real estate investment firm is seeking a highly analytical and detail-oriented Senior Financial Analyst at their offices in New York; Midtown. This role will play a critical part in driving strategic financial planning and analysis across the real estate portfolio. The ideal candidate will have a strong background in financial modeling, forecasting, and reporting, with experience in the real estate sector. Responsibilities: * Analyze property-level and portfolio-wide financial performance, including revenue trends, operating expenses, and capital expenditures to identify opportunities for cost savings and value creation. * Prepare and present monthly and quarterly financial reports for senior management, including dashboards and key performance indicators (KPIs). * Support the month-end close by reviewing property financials, investigating variances, and ensuring accurate and timely reporting of the income statement, balance sheet, and cash flow statement. * Lead the preparation of annual budgets, reforecasts, and variance analyses, ensuring alignment with corporate objectives and market dynamics. * Manage daily cash flow monitoring and short-term liquidity planning to support property operations and capital projects. * Develop and update cash flow projections for existing assets and development projects, identifying potential shortfalls and proposing mitigation strategies. * Evaluate potential acquisitions, dispositions, and development opportunities by preparing detailed financial models, IRR/ROI analysis, and scenario planning. * Partner with internal teams (Asset Management, Property Management, Development) and external stakeholders (banks, auditors, consultants) to support financial reporting and strategic initiatives. * Continuously enhance internal controls, reporting processes, and financial systems to improve efficiency and data integrity. * Support ad hoc financial analysis and strategic projects as required by executive leadership. Qualifications: * Bachelor's degree in Finance, Accounting, Economics, or related field; CPA, CFA, or MBA preferred. * 5+ years of financial analysis experience, ideally within real estate, property management, or REITs. * Proven expertise in budgeting, forecasting, variance analysis, and financial modeling. * Proficiency in financial systems such as Yardi, MRI, Argus, QuickBooks, or similar real estate platforms. * Advanced Excel skills; experience with data visualization tools (e.g., Tableau, Power BI) is a plus. * Excellent communication skills, with the ability to translate complex financial data into actionable insights for non-financial stakeholders. * Strong organizational skills and the ability to work independently in a fast-paced, dynamic environment.

Job DescriptionSalary: JOB DESCRIPTION: REVENUE ASSURANCE ANALYST Sector: Consumer Finance Location: Lagos, Nigeria Report to: Financial Controller Career Level: Min 4 years of work experience. ABOUT PAGA Paga is on a mission to enable one billion Africans and millions of SMEs to pay, preserve hard-earned income, participate in global trade, and purchase goods and services at home and abroad. We have built a multicurrency, cloud-based payments and financial services engine that leverages multiple business services built on the same best-in-class infrastructure to serve the ecosystem through three businesses - Paga Engine (Enterprise B2B - ); Paga (Consumer - ); and Doroki (SME Retail - ). Paga has three licenses with the Central Bank of Nigeria mobile money, international remittance, and a microfinance bank. Paga is headquartered out of the United Kingdom and has operating entities in Nigeria, United States, and Ethiopia. Founded in 2009, Paga now serves millions of users and businesses across Africa and beyond. PRIMARY RESPONSIBILITIES Revenue Monitoring & Analysis • Review daily, weekly, and monthly General Ledger (GL) accounts and revenue reports to detect anomalies, gaps, or inconsistencies., • Perform reconciliations between billing systems, ERP, and financial records., • Monitor key revenue streams to ensure all transactions are captured and billed correctly., • Identify, quantify, and report potential areas of revenue leakage., • Investigate root causes of discrepancies and recommend corrective actions., • Work with Finance, Operations, and IT to implement stronger controls and process improvements. Compliance & Reporting • Ensure revenue assurance processes comply with internal policies, regulatory requirements, and audit standards., • Prepare regular dashboards and reports for management highlighting revenue trends, issues, and resolutions., • Support external and internal audits with required revenue assurance data. Cross-Functional Collaboration • Liaise with Sales, Operations, IT, and Finance teams to ensure alignment in revenue processes., • Support system testing and validation when new products, services, or ERP changes are introduced. Continuous Improvement • Contribute to the design of controls to mitigate risks of revenue loss., • Recommend process automation and system improvements for efficiency. KEY COMPETENCIES • Result oriented with a keen eye for details, • Must have exceptional follow-up skills and be able to maintain focus multitasking, • Ability to find creative solutions to problems combined with a willingness to do what one must to ensure timelines & goals are met., • Speed and versatility, • Decisiveness, good judgement, strong organizational skills,, • Self-Driven and hardworking, • Discreet and respects confidentiality, • Integrity and high personal ethical standard KNOWLEDGE AND SKILL REQUIREMENTS • Bachelors degree in Accounting, Finance, Economics, Business Administration, or related field., • Professional certification (ACA, ACCA, CIMA, CPA) or progress toward one is an advantage., • 24 years of experience in revenue assurance, finance, audit, or related field., • Strong understanding of accounting principles and revenue recognition standards., • Experience with ERP systems (SAP, Oracle, Microsoft Dynamics, etc.) and data analytics tools. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on grounds of colour, race, nationality, religion, age, ethnic origin, disability, gender, marital status, or sexual orientation in our employment practices.

Job Description Acquisitions Analyst Location: Great Neck, NY (On-Site) Compensation: $95,000–$110,000 per annum Employment Type: Full-Time About Us Gorjian Acquisitions is a privately held real estate investment firm focused on acquiring and repositioning multifamily, retail, office, and industrial properties across the United States. We pride ourselves on a hands-on, entrepreneurial approach to identifying opportunities and creating value for our portfolio and investors. Position Overview We are seeking a detail-oriented Acquisitions Analyst to support the firm’s real estate investment activities. The Analyst will be responsible for financial modeling, market research, and transaction support, working closely with the acquisitions team and senior leadership. This role provides an excellent foundation for a career in real estate private equity and investment. Key Responsibilities * Build and maintain detailed financial models and pro formas for potential acquisitions. * Conduct market research, including demographic studies, rent comps, and sales comps. * Analyze property-level operating statements, rent rolls, and third-party reports. * Assist in preparing investment memoranda and presentations for internal review and investors. * Support due diligence and closing processes by coordinating with brokers, attorneys, and consultants. * Track industry trends and provide insights to the acquisitions team. Qualifications * Bachelor’s degree in Finance, Real Estate, Economics, or a related field. * 1–3 years of relevant real estate or finance experience (internships considered). * Strong Excel and financial modeling skills; Argus experience a plus. * Exceptional analytical, organizational, and communication skills. * Ability to multitask and manage deadlines in a fast-paced environment. Compensation & Growth * Base Salary: $95,000–$110,000 (commensurate with experience). * Exposure to live transactions and direct collaboration with senior leadership. * Clear growth path into associate-level and beyond. Company DescriptionWhy Work With Us At Gorjian Acquisitions, we’re more than just a real estate investment firm - we’re a fast-moving, entrepreneurial team focused on growth, performance, and long-term value. Our team members are trusted with real responsibility, and their contributions directly impact the success of our portfolio. We specialize in acquiring, leasing, and managing commercial real estate across the country, and we operate with a hands-on, results-driven approach. You’ll work in a professional environment where attention to detail, strong communication, and personal accountability are valued every day. If you’re looking for a place where you can grow, contribute meaningfully, and be part of a winning team - this is it.Why Work With Us\r\n\r\nAt Gorjian Acquisitions, we’re more than just a real estate investment firm - we’re a fast-moving, entrepreneurial team focused on growth, performance, and long-term value. Our team members are trusted with real responsibility, and their contributions directly impact the success of our portfolio.\r\n\r\nWe specialize in acquiring, leasing, and managing commercial real estate across the country, and we operate with a hands-on, results-driven approach. You’ll work in a professional environment where attention to detail, strong communication, and personal accountability are valued every day.\r\n\r\nIf you’re looking for a place where you can grow, contribute meaningfully, and be part of a winning team - this is it.

Tax Research: Assist with the review of tax technical and financial reporting guidance, and requirements, research foreign withholding tax and reporting requirements. The Tax Senior Analyst works as part of a diverse team that supports our clients and is invested in your career growth. Reconciliatio

Job Description SENIOR QUANTITATIVE ANALYST – SYSTEMATIC TRADING Global Investment Firm J Harlan Group is currently conducting a search for a SENIOR QUANTITATIVE ANALYST – SYSTEMATIC TRADING at a prominent Global Investment Firm in NYC. They're seeking an exceptional Senior Quantitative Analyst – Systematic Trading to apply mathematical techniques and write software to develop, analyze, and implement statistical models for their computerized financial trading strategies. They utilize their creativity and innovation to create novel approaches to trade profitably in markets around the globe with a firm that offers a collegial, collaborative, and engaging working environment. They will expect you to be agile / to lead / to think outside the box. In return, they'll give you challenging work that has an impact / Opportunities to learn and grow / and a collaborative culture that encourages every member of our team to bring their point of view to the table—because that's how we help our clients succeed. Principal Responsibilities: The team is tasked with building advanced quantitative and statistical methods to produce models and prescriptive data that result in optimal investment decisions. Specific responsibilities range from leveraging financial data in an effort to increase profitability, decrease risk, and reduce transaction costs to conceiving new trading ideas, formulating them into systematic strategies, and critically evaluating their performance. The ideal candidate would have a background and a deep passion for working with Generative AI techniques within the investment community. • Successful candidates will have impressive records of academic achievement and be the top students in their respective math, statistics, physics, engineering, computer science, and other technical and quantitative programs., • Quantitative financial engineering experience (i.e. systematic trading strategies) and a high level of interest in global financial markets – candidates from both industry and academia with a broad range of quantitative investment and /or financial engineering experience, • Demonstrated history of developing successful quantitative models, preferably involving transaction cost analysis and/or high-frequency trading., • Candidates should be innovative and analytical thinkers with strong communication skills, and they should demonstrate proficiency with the numerical and statistical tools needed to develop robust signals from market data., • Individuals who are enthusiastic about taking a hands-on approach and collaborating with top technical talent in a collegial, meritocratic work environment characterized by informality and intellectual rigor., • Ability to work in an open collaborative and highly charged investment environment., • Strong desire to contribute and build a business – not just solve novel problems. If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at or directly contact us at (212) 792-0099 About the Client: The firm is a prominent multinational investment management firm. The company manages a variety of investment funds that make extensive use of quantitative methods and proprietary computational technology to support fundamental research in the management of its investments. They have a relentlessly focuses on innovation and integration: innovation in new products, markets and businesses as well as new tools, models and technology management and performance structures; integration of fundamental research, quantitative strategies and technical analysis, all supported by an intensive focus on operational excellence and comprehensive risk management. The talent and dedication of their people is critical to their success. They offer an opportunity for developing one's professional career while working with individuals trained in a variety of disciplines in a collegial and dynamic environment. They offer a broad range of competitive benefits on a global basis. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of the global markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior management in a highly collaborative and charged environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment, • Able to digest complexity while maintaining an understanding of the “big picture” of business needs, • Team players who are energized by a collaborative enterprise The firm's employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients SALARY RANGE: The expected annual base salary for this position is $350,000 to $500,000. Our compensation and benefits package includes substantial variable compensation in the form of a year-end bonus, guaranteed in the first year of hire, a sign-on bonus, a relocation bonus, and benefits including medical and prescription drug coverage, 401(k) contribution matching, wellness reimbursement, family building benefits, and a charitable gift match program.

Job Description Procurement Analyst Working Onsite 5 Days A Week $75,000 - $85,000 This wholesale cash-and-carry supplier serves restaurants, caterers, non-profits, and other foodservice businesses. It offers a wide selection of high-quality products, including fresh produce, meat, seafood, dairy, frozen foods, beverages, dry goods, and restaurant supplies at competitive prices. The warehouse-style stores provide a convenient, no-membership, no-contract shopping experience, making it a trusted partner for foodservice operators seeking value and flexibility. The Procurement Analyst is responsible for researching, analyzing, and assessing sourcing activities essential to support the Organization. This position requires performing project management skills, cost benefit analyses, reviewing contracts, and evaluating pricing formulas to obtain the most advantageous pricing through the RFP process. Job description: • Collaborating and coordinating with internal contributors and subject matter experts to ensure complete and accurate RFPs are sent to vendors, • Analyzing item and category product costs, logistics costs, and other pricing components to perform comparative analysis of vendor proposals, • Supporting negotiation of contract terms, • Comparing procurement options and logistics strategies for RFPs, • Providing ad-hoc financial analysis on trends and insight into business, • Participating in the monitoring of savings achieved due to the RFP process, • 1-2 years of experience in Finance or Data Analytics, • A Bachelor’s Degree in Business, Finance, Economics, Supply Chain Management, Accounting, or equivalent, • Strong analytical and problem-solving skills, • High proficiency in Excel and PowerPoint, • The ability to handle complex projects and problems, • The ability to prioritize and work independently, • High attention to detail and great organizational skills, • Excellent communication skills, both written and verbal, • Health insurance, • 401(k) matching, • Paid time off, • Vision insurance, • Dental insurance, • Life insurance, • Disability insurance

Job DescriptionSalary: 80,000-90,000 STOCK SURVEILLANCE ANALYTICAL RESEARCHER This position is based in New York, NY About Us Innisfree M&A Incorporated is the premier high-stakes shareholder engagement firm. We deliver shareholder intelligence, strategic advice and proxy solicitation services to the worlds leading corporations and investors when it matters most. Our proprietary ActiveIQ methodology sets us apart from traditional proxy solicitation and stockwatch firms, going far beyond simply tracking activity in a companys stock to providing critical information, best-in-class analytics and actionable recommendations to our clients.We provide expert advice on a wide range of matters, including investor relations, shareholder activism, executive compensation proposals, and corporate governance issues. Our track record in major corporate campaigns is unrivaled: we are the crisis-proven experts. Rankings • Bloomberg Activism Scorecard: Top Global Proxy Solicitation Firm by Company Representations 2024, for seventh consecutive year, • Corporate Control Alert: #1 Proxy Solicitor in M&A deals with a value of $100 million or more 2024, • 13D Monitor Qualitative League Table: Most Respected Proxy Solicitor 2024, • LSEG Activism League Global Rankings: #1 Proxy Solicitor 2023 for third consecutive year, • Diligent Market Intelligence Shareholder Activism Annual Review: Top Proxy Solicitation Firm by Total Company Representations 2017-2023 Why Join Us If youre insightful, savvy, creative, dedicated, skillful and frank, youll thrive on our team of dedicated and collegial professionals. Youll play a critical role in prominent corporate and financial events, from complex mergers to ESG-fueled activist campaigns to contested situations. Youll support and guide our clients through all aspects of successful shareholder engagements. Every day, youll master new challenges with diverse opportunities for continuous learning. When you join Innisfree M&A, youll have: * Shared commitment to excellence * Highly competitive compensation * Mentorship and support * Variety in your workday * Chance to make a direct impact * Respectful workplace * A team that cares about your development and well-being * Top-flight benefits, including 100% employer-paid medical/dental/disability/life insurance, generous time off, paid parental leave and 401(k) plan with profit-sharing Analytical Researcher Overview As Analytical Researcher, youll work closely with senior Stock Market Analysts to analyze equity markets and client companies stock market trading /stock ownership data. Youll support the Stock Market Analyst team to provide in-depth reports explaining stock ownership changes, trading volumes and other market activity. Your advanced data analysis and programming skills will enable you to contribute to insights used by C-Suite executives to make actionable decisions. Requirements • Bachelors degree or equivalent in Finance, Economics, Statistics or related field, • Understanding of the stock market, financial instruments and the investment process, • Understanding of stock valuation methods, • Ability to analyze large, complex and dynamic data sets, • Strong organizational and time management skills, • Attention to detail, • Self-direction and initiative, • Ability to manage multiple projects and multiple project team requests, • Strong written and oral business communications skills, • Ability to work as a collaborative team member, • Advanced-level MS Office skills, including PowerPoint and Excel, • U.S. employment authorization without current or future need for sponsorship Other helpful background • Experience using platforms/languages such as Tableau, VBA, SQL or Python, • Related internship, industry or academic experience, • Experience working with financial data from sources such as Bloomberg and FactSet, • CFA charter or enrollment in CFA program, • Familiarity with option trading, • Technical analysis Accountabilities • Import client shareholder and settlement data, • Summarize market developments, • Analyze investor buying and selling activity to support client investor relations initiatives, • Analyze settlement activity to derive institutional buyers and sellers of shares, • Generate research updates, analytical reports and client presentations Flexible, safe options for remote and on-site work At Innisfree, we deliver high-quality results for our clients while maintaining staff work/life balance and personal connections with colleagues. While the majority of work is done remotely, this is a hybrid position which will require on-site presence, in-person training, and collaboration with other team members on a regular basis. In addition, employees may be asked to attend client meetings, in-person team building exercises, and firm gatherings. Compensation: A base salary will be offered commensurate with a candidates prior experience. Candidate will be eligible for the firms annual merit-based bonus program and will participate in its (currently) 100% employer-paid medical/dental/disability/life insurance plans and its discretionary profit-sharing 401(k) plan. Base Salary Range: $85,000 - $90,000. Equal Employment Opportunity/Commitment to Diversity Innisfree is an equal opportunity employer and affords equal opportunity to all applicants for all positions without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Innisfree values inclusion of individuals of all different races, genders, gender expression, gender identities, sexual orientations, ages, and physical capabilities, in the belief that a culture of diversity will foster innovation, intelligence and imaginationand ultimately excellenceto the benefit of our employees, society and clients.

Job Description Create Your Experience of a Lifetime! Come work and play in the mountains! Whether it’s your first-time seeing snow or you were born on the slopes, joining our team means discovering (or re-discovering!) a passion for the outdoors while building lifelong connections with teammates and guests from around the world. With 40+ resorts across 3 continents, you can join our team for a season or stay to build a career. From day one, you'll receive some of the highest compensation rates in the industry, free Epic pass(es) along with free ski and snowboard lessons, 40% retail discounts, the chance to grow through Epic Service - our leading training and development experience, and wellness benefits to fuel your success. Candidates for year-round positions are reviewed on a rolling basis. Applications will be accepted up to 90 days after the posting date, or until the position is filled (whichever is first). Job Benefits • Ski/Mountain Perks! Free passes for employees, employee discounted lift tickets for friends and family AND free ski lessons, • MORE employee discounts on lodging, food, gear, and mountain shuttles, • 401(k) Retirement Plan, • Employee Assistance Program, • Excellent training and professional development, • Referral Program Full Time roles are eligible for the above, plus: • Health Insurance; Medical Insurance, Dental Insurance, and Vision Insurance plans (for eligible seasonal employees after working 500 hours), • Free ski passes for dependents, • Critical Illness and Accident plans Job Summary: The Director, Global Treasury is an integral part of the Vail Resorts Finance team, and is responsible for developing and executing global treasury strategy, including liquidity and cash flow optimization strategy, as well as supporting all cash and treasury management activities across Vail Resorts, including cash management, liquidity forecasting, account optimization, and administration. This role reports to the Vice President & Chief Accounting Officer and works closely with the senior management in developing strategies and providing strategic advisory. Job Specifications: • Starting Wage: $156,000.00 - $180,000.00 + annual bonus + equity, • Employment Type: Year Round, • Shift Type: Full Time hours available, • Minimum Age: At least 18 years of age, • Housing Availability: No Job Responsibilities: • Strategic treasury & centralized liquidity management and optimization, • Contribute to the development of capital market strategies, ensuring treasury’s role facilitates business expansion and financial flexibility, • Develop and execute a global liquidity and cash flow optimization strategy, including dynamic short-term forecasting and efficient cash deployment, • Manage day-to-day cash/treasury functions including but not limited to: cash management strategies, corporate borrowing, investing, cash flow planning and forecasting, foreign exchange management, cash receipts, and cash disbursements, • Identify and monitor best practices and lead continuous improvement initiatives to deliver best in class Treasury services, • Assist in providing analytical and strategic input into the Company’s cash management processes, procedures, and capital structure, • Spearhead the evaluation and implementation of next-generation Treasury Management Systems (TMS) with advanced automation, FX desk capabilities, and real-time banking integrations., • Assist in developing finance and business presentations such as: Board of Directors presentations, executive staff presentations and lenders’ presentations, • Serve as primary point person for the Company’s banking relationships and owner for critical cash controls, • Establish and maintain excellent relationships with vendors, customer finance teams, shared services teams, accounting and corporate finance teams, • Support ongoing acquisition and integration efforts, • Ensure all Treasury activities are in compliance with accounting guidelines, regulatory requirements (FBAR filings, etc), company policies, and internal controls, • Maintain high level of confidentiality within the organization as well as with external contacts, • [Oversight of Treasury analyst to support administrative and accounting functions for the treasury department.] Job Requirements: • Education: Bachelor’s degree in Finance, Accounting, Economics or a related field; MBA or professional certifications (CTP, CFA) preferred, • Experience: 10+ years in treasury, including 5+ years in a senior leadership role managing global liquidity and commercial banking relationships, • Technology: Proven track record in evaluating and implementing treasury management systems. High degree of proficiency in Microsoft Office, including Excel and PowerPoint, • Strategic Vision: Ability to develop forward-looking treasury strategies that support a growing international business. High level of intellectual curiosity and strong desire to play active role in corporate finance operations, • Very strong financial acumen, including corporate finance, treasury management and business analytics, • Superb attention to detail and ability to multitask and manage numerous simultaneous priorities, • Strong emotional intelligence and ability to engage in successful business partnering and relationship building with written and verbal communication skills. The expected pay range is $156,000.00 - $180,000.00 + annual bonus + equity. This is the pay range we reasonably expect to pay for this position. Individual compensation decisions are based on a variety of factors. Vail Resorts offers a ‘Hybrid’ work environment where employees living within 50 miles of the Broomfield office work on-site Tuesday, Wednesday, Thursday and have flexibility to work off-site on Mondays and Fridays. Employees living outside of a commutable distance can work remotely from British Columbia, Washington D.C., and the 16 U.S. states* in which we currently operate. This includes: California, Colorado, Indiana, Michigan, Minnesota, Missouri, New Hampshire, New York, Nevada, Ohio, Pennsylvania, Utah, Vermont, Washington State, Wisconsin, and Wyoming. Please note that the ability to work in person or off-site, and the particulars related to such work, are subject to change at any time; and, accordingly, the Company reserves the right to change its policies and/or require in-person/in-office work or off-site work at any time in its sole discretion. In completing this application, and when submitting related documentation, applicants may redact information that identifies their age, date of birth, and/or dates of attendance at or graduation from an educational institution. We follow all federal, state, and local laws including restrictions on child/minor labor. Minors hired into this position will not be asked or permitted to engage in any activities restricted to adult workers. Vail Resorts is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other status protected by applicable law. Requisition ID 510594 Reference Date: 08/05/2025 Job Code Function: Finance

Client Lifecycle Management Analyst. Location: NYC - Onsite Duration: 6+ months Job description: WORK EXPERIENCE: 3-5 years - Experience in financial services preferably in a client-facing operations role Description: The Client Lifecycle Management Analyst contributes to the overall success of the

Hybrid Remote | 2 weeks per month onsite in Jersey City, NJ The Role The Senior Business Systems Analyst / Product Owner is responsible for partnering with the tech lead to drive requirements, prioritize delivery, and ensure solutions meet both business and technical objectives. This hybrid role blends the strategic vision and prioritization skills of a Product Owner with the analytical rigor and detail orientation of a Business Analyst. This position will focus on complex and large-scale brokerage trading platforms, with an emphasis on Canadian brokerage trading, clearing, and settlement processes—including integration with Canadian depositories, custodians, and regulatory frameworks. The successful candidate will work closely with traders, operations teams, and technology partners to support the full trade lifecycle from order execution through post-trade settlement and reconciliation. You will thrive in a fast-paced, ambiguous environment, collaborating across teams and geographies to bring innovative ideas to market within the company. This role requires an ability to translate business needs into clear, actionable stories, manage a product backlog, and ensure delivery aligns with both strategic objectives and operational realities. Due to client requirement, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance. Pay: $80 - $85/hr W2 Responsibilities • Bachelor’s degree in a technical, business, or related field., • 6+ years of experience as a Business Analyst, Product Owner, or hybrid role, with direct exposure to Canadian brokerage trading systems., • Strong understanding of Canadian trade lifecycle (execution, allocation, clearing, and settlement) including NSCC/DTCC equivalents in Canada (e.g., CDS) and applicable regulatory frameworks (e.g., IIROC, MFDA)., • Experience with post-trade operations such as settlement instruction generation, reconciliation, fail management, and corporate actions processing., • Proven ability to analyze and model trade workflows for multi-asset classes including equities, fixed income, and ETFs within Canadian markets., • Familiarity with U.S. and Canadian cross-border trading considerations., • Expertise in Agile methodologies, backlog refinement, and prioritization., • Highly skilled in writing user stories, acceptance criteria, and system documentation for complex trading applications., • Technical proficiency with APIs, JSON, REST, Java, and understanding of microservices integrations., • Proficiency in JIRA and Confluence. Experience Requirements • Serve as primary liaison between Canadian brokerage business teams, trading desks, clearing operations, and technology squads., • Define and maintain the product backlog for Canadian brokerage trading and settlement features, ensuring prioritization aligns with strategic goals., • Lead requirements gathering for enhancements involving trade capture, allocation, confirmation, settlement, and reporting workflows., • Partner with clearing and settlement teams to identify automation opportunities and improve operational efficiency., • Translate Canadian market-specific needs (e.g., T+2/T+1 settlement changes, currency conversion, cross-border trade rules) into actionable development items., • Collaborate with QA and operations to design and execute integration and user acceptance testing for trading and post-trade systems., • Ensure regulatory compliance by incorporating IIROC and Canadian securities requirements into functional designs., • Facilitate regular agile ceremonies including backlog refinement, sprint planning, and demos, ensuring both business and technical alignment., • Actively engage with stakeholders to provide updates, manage expectations, and incorporate feedback into iterative delivery cycles. Education Requirements • Bachelor's Degree Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range. W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality. Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact . Job ID: JN -082025-103280

Job Description The Opportunity A global professional services association seeks a Corporate Compliance Analyst to join their team on a long-term, temporary basis. The position is hybrid in New York City (three days onsite, two days remote, with an hourly rate of $35-$40 plus benefits. Primary Duties The Temporary Corporate Compliance Analyst will support the global legal and compliance operations. Reporting directly to the Deputy General Counsel for Compliance, this role contributes to the development, implementation, and oversight of compliance programs and policies. The team delivers legal guidance, risk management, and training to the company's internal stakeholders, volunteers, and third parties. Strong analytical thinking, collaborative problem-solving, and proactive project management are key to the role. Additional duties include the following: • Support the development and oversight of the company's sanctions compliance program, ensuring alignment with U.S. and global regulatory requirements., • Maintain and improve the company's third-party sanctions screening tools, including monitoring rules and risk thresholds., • Perform internal and external due diligence to ensure compliance with applicable laws and regulations., • Collaborate with internal and external legal counsel on trade and export control compliance matters., • Drive continuous improvement efforts in sanctions compliance in partnership with Legal & Compliance, Finance & Administration, and other departments., • Manage a docket of internal requests related to due diligence screenings and respond via the compliance case management system., • Contribute to various legal and compliance initiatives across the organization., • Bachelor’s degree or equivalent required., • 0–3 years of experience in legal, compliance, ethics, or internal audit roles within an international organization, law firm, government, or non-profit., • JD, CCEP, CRCM, LPEC, or similar legal/compliance credentials (completed or in progress)., • Exceptional attention to detail and accuracy., • Strong written and verbal communication skills., • Ability to manage time effectively and work independently., • Team-oriented with a collaborative mindset., • Comfortable working in a fast-paced environment., • ABA-MEC Medical Benefit, • PEP 401k, • Paid Time Off

Job Description The Opportunity A global professional association is seeking a Temporary Corporate Compliance Analyst to support its legal and compliance operations. This role based in New York City, offering $35–$40 per hour. While initially temporary, there is potential for the position to become permanent based on performance and headcount availability. Primary Duties The Temporary Corporate Compliance Analyst will report to the Deputy General Counsel for Compliance and support the development and enforcement of global compliance programs and policies. The role requires collaboration across internal teams, volunteers, and external partners. Additional duties include the following: • Support the sanctions compliance program by developing and maintaining related policies, procedures, and training., • Improve and manage third-party sanctions screening tools, ensuring appropriate risk thresholds are in place., • Conduct internal and external due diligence for compliance with global sanctions and regulatory frameworks., • Partner with legal teams to address trade and export control compliance matters., • Lead continuous improvement initiatives for the compliance program across organizational units., • Manage and respond to compliance inquiries and requests through the matter management system., • Bachelor’s degree or equivalent experience required., • 0–3 years of relevant experience in legal, compliance, ethics, or internal audit within an international company, law firm, nonprofit, or government agency., • Preferred certifications: JD, CCEP, CRCM, LPEC (completed or in progress)., • Excellent attention to detail and accuracy., • Strong verbal, written, and interpersonal communication skills., • Self-starter with effective time management and ability to work independently., • Proficient in Microsoft Office (Word, Excel, Access)., • ABA-MEC Medical Benefit, • PEP 401(k), • Paid Time Off

Job DescriptionManhattan, New York Salary range: $80,000 - $100,000 The Financial Intelligence Unit (FIU) is a subunit team within Apple Bank’s (the Bank) AFC Department and is a second line function that acts as a primary subject matter expert (SME) concerning transaction monitoring, suspicious activity detection and reporting used to support BSA/AML and Sanctions compliance across the Bank. The Financial Intelligence Unit Analyst is a member of the FIU and is responsible for the daily operations within the AFC subunit. Specifically, the Financial Intelligence Unit Analyst will assist in the initial phase of the Bank’s case management system and support the alert review and case investigations processes in monitoring for and identifying potentially suspicious activity. The individual will conduct an investigation of customer account activity and, when necessary, prepare a Suspicious Activity Report (SAR). ESSENTIAL DUTIES & RESPONSIBILITIES The Financial Intelligence Unit Analyst will: • Perform the review of assigned BSA/AML transaction monitoring system alerts and cases., • Complete comprehensive reviews of customer activity to identify potential financial crime risks., • Conduct internet and other research concerning the customers and counterparties involved with transactions, as appropriate., • Review complex and multi-tiered relationships to determine if account activity is suspicious and requires the filing of a SAR., • Write a comprehensive analysis of the account activity to support the disposition to close/escalate an alert, close/escalate a case, and file a SAR when required while meeting Management-defined productivity and quality control requirements., • Thoroughly document alert and case investigations, including supporting data, research, analysis and rationale for the recommendation within the case management system in a timely manner and in compliance with regulatory guidelines and AFC procedures., • Provide recommendations for off-boarding customers who pose a heightened risk to the Bank as directed by the Head of Financial Intelligence Unit., • Prepare summaries of customers with multiple SARs and high-risk investigation cases for the Head of Financial Intelligence Unit, BSA Officer, and SAR Sub-Committee, as needed., • Maintain a high degree of relevant knowledge with respect to BSA/AML laws and regulations which includes monitoring new and proposed BSA/AML-related legislation, regulatory requirements, key enforcement actions, key trends, and emerging issues, as directed by the Head of Financial Intelligence Unit. ADDITIONAL DUTIES & RESPONSIBILITIES The Financial Intelligence Unit Analyst will also: • Apply independent judgment in the identification and escalation of key financial crime risks., • Display a high level of professional aptitude and standards., • Recommend improvements to process in areas of efficiency, control, and work product., • Participate in committee meetings, as necessary., • Perform ad hoc and project support, as required. SKILLS, EDUCATION, & EXPERIENCE • Bachelor’s degree required., • Minimum 1 year of experience in banking compliance, with a strong emphasis on BSA/AML regulations and requirements., • Minimum 1 year of experience in alert reviews and case investigations., • Minimum 1 year of experience in SAR preparation and filing., • Excellent verbal, written, and interpersonal communication skills., • Excellent research and time management skills with strong focus on attention to detail., • The ability to work effectively in a team-fostered, multi-tasking environment., • Professional certification (i.e., CAMS) helpful. Visa sponsorship not available. 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 Position Title: Financial Planning Consultant Reports to: SVP Department: Simplicity Wealth: Planning Location: 86 Summit Ave, Summit NJ 07901 (in-office full-time) Classification: Full-time/Exempt Summary / Job Objective: We have a current opening for our internal Financial Planning Team. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset, that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to all areas of financial services with a primary focus on creating Investment Proposals and conducting portfolio analysis for affiliated Financial Advisors using our proprietary technology platform. This is not a “Financial Analyst” position. This is focused on helping Financial Advisors get properly Invested in the Stock Market. Primary Responsibilities: · Meets with affiliated Advisors to collect client information and build strong relationships (Phone/Video) · Works with affiliated Advisors in ensuring the proper forms are collected pre/post client meeting · Will be the primary interface between affiliated Advisors responsible for analyzing sensitive client information and inputting it into the Simplicity Wealth Platform · Services planning-related requests with a focus on providing a high quality & responsive experience · Extensive communication with internal and external clients using email and phone · Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone · Conducts educational Webinars to continue to educate and teach Advisors Planning best practices · Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs · Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated Qualifications: · Bachelor’s degree (Required) · Prior experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life) (Required) · Must be Tech Savvy: Strong Proficiency in Google Office Suite (Excel, Word, Drive, eMail, etc) (Required) · Series 65, CFP, CHFc or willingness to obtain any of these is a plus (Company Sponsored) · Passionate about the client experience and the financial services industry · Favors direct communication & possesses an ability to receive constructive feedback · Able to uphold the firm’s purpose, vision, and values and has high ethical standards Core Competencies: · Strong organizational, prioritization, interpersonal & time management skills · Strong mathematical and analytical skills · Excellent communications skills; both verbal and written · Collaborative and able to work effectively with others · Flexible team player who is highly adaptable to change and open to new ideas · Personable attitude and willingness to build relationships with Advisors · Desire to learn a wide array of subject matter · Self-starter with ability to work independently · Problem-solving/troubleshooting ability · Ability to prioritize and/ or seek assistance in determining task priority · Willingness to take initiative and proactively follow up with clients without being asked Compensation & Benefits: Compensation (based on experience & licenses) • Base salary: $65,000 -$80,000, • This is an Exempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off *This role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty, and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: BHSI has an exciting opportunity to join our growing Transactional Liability team in the New York City office as an Analyst. The Transactional Liability team provides insurance in connection with Mergers & Acquisitions (M&A), including Representation and Warranty Insurance, Tax Insurance, and Contingent Liability Insurance. In this role, you will collaborate with senior members of the underwriting team to assist on M&A deals seeking insurance. This is an entry-level position and a unique opportunity to gain in-depth exposure to M&A deals and the insurance industry. Duties & Responsibilities: • Researching and analyzing company data, including reviewing financial statements, background information on targets and industries, and acquisition related documents., • Managing a consistent stream of M&A deal opportunities that contemplate the use of transactional liability insurance., • Track deal activity and status, policies bound and issued, and subjectivities using internal tools and systems., • Preparing quotes and policy documents for the insurance of M&A deals., • Engaging with insurance brokers, lawyers and clients for marketing purposes and developing marketing materials and presentations., • Ensuring that deals move forward efficiently and in accordance with deadlines, through coordination with insurance brokers and lawyers. Qualifications, Skills, and Experience: • Strong preference for 1-3 years of full-time, professional work experience in corporate settings, including legal, insurance, finance, accounting or other commercial/business sectors, • BA/BS degree or equivalent experience. Post-graduate legal or business degree advantageous but not required, • Ability to work in a fast-paced environment, • Exceptional attention to detail and accuracy, • Excellent verbal and written communication skills, • Strong interest in M&A transactions, capital markets and related legal, financial and insurance dynamics BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave The base salary range for this position in New York is $80,000 to $90,000, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Description Senior Analyst Accessibility Programs Insurance Industry Mid-Senior Level | 10 Years Experience Required | Bachelors Degree Job Summary We are seeking a highly skilled Senior Analyst with expertise in accessibility compliance and program management. This role will lead the development, implementation, and ongoing management of accessibility frameworks for websites and applications across the organization. The successful candidate will bring strong project management skills, deep knowledge of accessibility standards, and experience embedding inclusive practices into large-scale digital environments. Responsibilities • Develop, implement, and maintain an enterprise-wide accessibility framework aligned with WCAG, ADA, Section 508, and global regulations, • Lead cross-functional teams to integrate accessibility best practices into design, development, and content processes, • Manage accessibility projects from initiation through completion, ensuring delivery on time and within budget, • Conduct accessibility audits, assessments, and gap analyses, recommending remediation strategies, • Collaborate with product, engineering, and QA teams to ensure compliance across websites and applications, • Provide training and guidance to staff, building organizational knowledge of accessibility standards and tools, • Track and report accessibility compliance metrics, identifying progress and risks, • Stay current on evolving accessibility laws, standards, and emerging digital technologies, • Bachelors degree required, • 10+ years of professional experience in accessibility, IT, or digital compliance roles, • Strong knowledge of WCAG 2.1+, ADA, Section 508, and related global accessibility regulations, • Proven track record managing accessibility initiatives in large organizations, • Hands-on experience with evaluation tools such as Axe, WAVE, and Lighthouse, • Familiarity with HTML, CSS, and JavaScript from an accessibility perspective, • Demonstrated experience conducting audits, assessments, and driving remediation plans, • Ability to train and collaborate effectively with cross-functional teams, including design, development, content, and QA, • Accessibility-related certifications (e.g., CPACC, WAS, CPWA), • Experience working in highly regulated industries such as insurance or financial services This is an hybrid schedule role within the insurance industry, supporting cross-functional technology and compliance teams. The position requires strong collaboration, excellent communication skills, and the ability to drive enterprise-level accessibility initiatives from planning through implementation.