Financial consultant jobs in Hoboken, New Jersey - Page 4Create job alerts

Job DescriptionOur client is adding a highly skilled Senior Complex Claims Consultant to their Professional Liability team. This individual will be responsible for resolving sophisticated matters tied to executives, corporations, and financial institutions. The position requires strong technical expertise, sound decision-making, and the ability to manage sensitive, high-profile claims with confidence. This person will have the ability to work remote. • Manage and oversee a portfolio of Professional Liability claims with a focus on matters involving corporate executives, financial services organizations, workplace practices, employee benefit plans, and financial crime., • Conduct thorough assessments of coverage, liability, and damages, while ensuring accurate reserving throughout the life of each claim., • Develop and execute resolution strategies, including negotiation, mediation, or litigation oversight., • Provide clear updates to internal leadership and collaborate closely with outside counsel, brokers, and insured clients., • Monitor litigation progress and ensure external partners are aligned with company expectations regarding budget and strategy., • Identify claim trends and provide insights to underwriting and product teams to help refine offerings and anticipate emerging risks., • Represent the company in settlement discussions, industry events, and client meetings when appropriate.Qualifications:, • 7+ years of complex Professional Liability claims experience within executive risk, financial services liability, or related specialty lines., • Must be well versed in at least one or more of the following lines: D&O, E&O, EPL, MPL, or Fiduciary., • Strong grasp of insurance coverage analysis, legal process, and dispute resolution., • Bachelor’s degree required; advanced credentials (law degree, CPCU, RPLU, or equivalent) highly valued., • Proven ability to manage high-exposure claims independently and deliver timely results., • Exceptional communication skills, with the ability to build trust and credibility at all levels., • Organized, detail-oriented, and able to thrive in a fast-moving environment., • Comfortable handling a high volume of work while maintaining professionalism and accuracy.Salary/Benefits:, • $150,000 to $190,000+ annual base salary (depending on experience) plus 15-25% Annual Target Bonus, • Flex schedule and ability to work remotely, • Extremely competitive Medical, Dental, Vision and Life plans, • Employer matching 401(k) plan

Job Description Founded in 1974, Community Access continues to uphold and operate as a pioneer of supportive housing and social services in NYC for people with mental health concerns. We proudly lead advocacy efforts that rally our community to promote human rights, social justice, and economic opportunities for all. We are built upon the simple truth that people are experts in their own lives. Our programs are spread across 25 locations and include over 1200 units of supportive housing in three boroughs, the Howie the Harp Advocacy Center, Peer-driven Crisis Respite Center, Adult Home Initiative, Assertive Community Treatment (ACT) and the Intensive Mobile Team (IMT). Program Description Self-Direction is an innovative pilot program designed to empower financial decision-making and recovery for people who experience mental health concerns. Through the program, participants design wellness goals and then budget for and purchase resources or services that are needed to reach those goals, using dedicated OMH Self Direction funds. The Self Direction Resource Consultants and Director assist participants with recovery action planning, budgeting, and managing funds in keeping with the OMH Self Direction Manual. The program is monitored and evaluated by the Office of Mental Health. Position Overview The Resource Consultant supports the recovery and independence of program participants by promoting self-determination and assisting participants to navigate the Self Direction program. Resource Consultants assist each participant to design person-centered wellness goals and direct a budget toward recovery-oriented goods and services with an individualized budget. The Resource Consultant manages the documentation and operationalization of the participants’ wellness goals, acting as a liaison between the participant and the budgeting authority, as well as community resources that support the participant’s success. Key Performance Indicators All key performance indicators below are expected to be met fully. • Document at least one monthly one-to-one meeting to review budget and goal progress with assigned participants., • At least 3 monthly contacts are documented with each participant to maintain progress on budgets and goals., • Quarterly Assessments are completed thoroughly and on time., • Progress Notes are completed within 2 business days of the interaction., • Purchases are closed out and receipts collected in the portal within 30 days of submission. Job Qualifications • Have an understanding, appreciation, and commitment to the philosophy and mission of Community Access., • Minimum of two (2) years of experience working in mental health, advocacy, social services, or educational settings required., • High school graduate or equivalent, required. Bachelor’s degree, preferred., • Possess strong understanding of person-centered planning, recovery, and wellness., • Must be fingerprinted and cleared by the Office of Mental Health., • Willing to travel to all 5 Burroughs of Manhattan and navigate the NYC transit system., • Excellent oral and written communication skills., • Ability to maintain confidential information, as related to position., • Bilingual, preferred., • Must be fingerprinted and cleared by the NYS Justice Center., • Resourceful and possesses strong organizational skills., • Ability to use commonly utilized business computer programs, email, and cloud-based business platforms., • Be creative and flexible., • Show initiative and be responsible for follow-through., • Ability to work mornings, afternoons, evenings and weekends. Bilingual candidates are encouraged to apply. Interested candidates should apply on . Community Access is an Equal Opportunity Employer. M/F/D/V. Women, People of Color and Members of the LGBT community are strongly encouraged to apply. We are dedicated to a workforce where at least 51% of our employees identify as having a personal experience using mental health services.

Job Description A fast-growing, VC-backed Fintech is currently looking for a Senior Business Analyst to join its team. This is a rare opportunity to join at the ground floor and help shape the future of decentralized financial infrastructure. This role is ideal for a structured, detail-oriented consultant or implementation specialist who loves being in the trenches of functional delivery. You'll partner closely with the CEO and cross-functional teams to design workflows, define requirements, operationalize processes, and serve as the connective tissue across the organization. Responsibilities will include: · Lead requirements gathering via workshops, user interviews, and structured analysis · Develop crisp functional specifications, workflows, business rules, and front-end behavior docs · Map as-is/to-be processes and run gap analyses to improve efficiency and user experience · Facilitate client workshops and translate insights into requirements, decision logs, and product direction · Own UAT strategies, test cases, defect triage, and release readiness validation · Create training materials and support both internal and client onboarding · Drive alignment with product, engineering, UX, QA, and client-facing teams · Maintain project plans, risks, timelines, and cross-functional communication For immediate consideration please contact Alex.Muzaurieta@roberthalf. · Bachelor’s degree in Finance, Accounting or related field · 3+ years in Big 4 Advisory or similar · Strong foundation in requirements gathering, process design, analysis, and documentation · Confident communicator with strong client-facing presence; able to lead workshops independently · Proficient with PowerPoint, Excel, Jira, Confluence, Miro, Lucidchart · A fast learner who thrives in ambiguity, operates autonomously, and wants to influence product direction

Job Description About Us: Our client is a leading insurance company with a global footprint, dedicated to delivering innovative risk management and financial solutions. Their success is built on compliance, precision, and expertise-and they're seeking a highly skilled Senior Tax Accountant / Tax Manager to strengthen their tax team. Position Overview: This role is ideal for a tax professional with deep knowledge of international tax regulations, statutory reporting requirements, and insurance industry provisions. You will manage complex tax compliance and planning initiatives across multiple jurisdictions, ensuring accuracy and adherence to all applicable laws. Key Responsibilities: • Prepare and review federal, state, and international tax filings, including statutory returns and insurance-specific provisions., • Ensure compliance with U.S. and foreign tax laws, including transfer pricing, withholding tax, and treaty applications., • Analyze tax implications of international operations and advise on tax-efficient structures., • Maintain and reconcile tax provisions in accordance with U.S. GAAP and IFRS standards., • Support audits and respond to inquiries from domestic and international tax authorities., • Bachelor's degree in Accounting, Finance, or related field; CPA or equivalent certification preferred., • 5+ years of tax experience, including international tax and statutory reporting (insurance industry experience highly desirable)., • Strong understanding of tax provisions, deferred tax calculations, and statutory compliance frameworks., • Excellent analytical, communication, and problem-solving skills., • Competitive compensation and benefits package., • Opportunity to work on complex, global tax projects., • Collaborative and growth-oriented environment. Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Sia Partners is looking for bright and dynamic senior consultants who are passionate about making a real impact in the financial services industry. Whether your expertise lies in wealth and private banking, corporate banking, asset management, cash and liquidity management, or financial markets, we want to hear from you. We value strong academic backgrounds and a proven ability to deliver results through prior consulting experience. As a Management Senior Consultant, you’ll play a key role in delivering high-impact transformation projects for our clients. You will: * Engage directly with clients to understand their needs and co-design actionable solutions. * Support end-to-end project delivery, including gathering and documenting business and functional requirements. * Facilitate workshops and engage with business and technology stakeholders to understand challenges and define solutions. * Map current-state and future-state processes, identifying opportunities for improvement and innovation. * Conduct data analysis, benchmarking, intelligent data structuring, and support business case development. * Prepare clear and concise project documentation, including user stories, process flows, and requirement traceability matrices. * Manage stakeholder expectations across multiple teams and functions, building trusted client relationships. * Take on increasing levels of responsibility and evolve into team leadership roles as quickly as possible. * Build and develop a subject matter expertise in a financial services domain and represent it across APAC or with clients as a SME. * Contribute to strategic and operational transformation initiatives across financial services areas such as wealth management, corporate banking, transaction banking, treasury, risk, and compliance. * Work on proposals and support business development initiatives, including client presentations and thought leadership. * Participate in internal knowledge-building efforts through workshops, publications, and firm-wide learning events. Qualifications * A degree in Business, Finance, Economics, Accounting or a related field. * Master's is preferred, Bachelors+ is required * 2-5 years of experience in consulting, banking, or financial services. * Prior experience in Project Management in a client-facing project role * Strong understanding of one or more of the following: * Capital Markets * Wealth & Private Banking * Corporate or Transaction Banking * Cash & Liquidity Management * Treasury or Financial Markets * Asset Management * Risk, Compliance, or Regulatory Change * Payments & Fintech * Strong stakeholder management and communication skills. * Proficiency in tools such as Excel, PowerPoint, Visio, and basic data analytics tools. * Entrepreneurial mindset with a drive to grow in a fast-paced, collaborative environment. Additional Information Compensation & Benefits Competitive Compensation Annual base salary starting at $122,000 commensurate with experience and qualifications Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Office Workplace Guidelines Sia provides a flexible workplace environment tailored to meet client and business needs. To support our values, this position requires an on-site presence of 3 or more days per week. Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job Description About the Role The Accounting Department at AKRF is seeking a Senior Project Accountant to work in New York City. This individual will bring a strong understanding of the engineering consulting industry, especially within the ACEC framework, and a demonstrated commitment to financial integrity. Job Responsibilities: • Perform end-to-end project accounting, including project setup, revision, time and expense charge review and adjustment, revenue recognition, billing, WIP analysis and reconciliation, project closeout, sub-consultant invoice processing, and collections support., • Establish project codes, budgets, and cost centers during project setup., • Monitor and analyze project financial performance, tracking actual costs against budgets., • Review project expenses, ensuring adherence to financial policies and accuracy., • Prepare project billing and invoicing, verifying billable items, rates, and contract terms., • Collaborate with project managers to ensure precise revenue recognition and project profitability., • Conduct regular project cost and revenue reconciliations, resolving discrepancies as needed., • Prepare financial reports, including project financial statements, variance analysis, and profitability reports., • Analyze project financial data to identify trends, risks, and opportunities., • Provide financial insights and recommendations to project managers and senior management., • Contribute to developing project budgets and forecasts by collaborating with project teams., • Participate in month-end and year-end closing processes, ensuring accurate and timely financial reporting., • Ensure compliance with project-related contractual obligations, financial regulations, and accounting standards., • Support internal and external audits by providing necessary documentation and assistance., • Maintain accurate and organized project accounting records to facilitate audits., • Foster effective collaboration with project managers, cross-functional teams, and external stakeholders., • Bachelor's degree in Accounting, Finance, or a related field., • Minimum of 5 years of experience in project accounting, public accounting in the construction or engineering industries or related roles., • Strong understanding of project accounting principles, revenue recognition, and cost control., • Advanced knowledge of Microsoft Excel for financial analysis and reporting., • Excellent analytical skills, with the ability to interpret financial data and provide valuable insights., • Meticulous attention to detail and accuracy in financial calculations and reporting., • Outstanding organizational and time management skills, with the ability to prioritize and meet deadlines., • Effective communication and interpersonal skills, promoting collaboration across teams., • Familiarity with relevant financial regulations, compliance, and auditing standards is preferred. Compensation will range from $100K to $120K and commensurate with experience. Why Work at AKRF Founded in 1981, AKRF is an award-winning consulting firm with 400 planners, engineers, designers, economists, ecologists, geologists, historians, archaeologists, acousticians, and many other types of professionals guided by the belief that to be original is to be transformative. Professionals join and remain at AKRF for our corporate-casual environment that values flexible work schedules and locations, and balances award-winning projects with social impact initiatives, charitable giving, and plenty of fun and games. We foster a diverse, equitable, and inclusive environment where employees are respected and valued in honor of their identities; we strive to deliver on this promise every day. Our cookie exchanges and ice cream socials are quite the treat. What We Offer We provide employees with a benefit package that reflects our respect for your workplace contributions, professional goals, and personal priorities. The benefits program at AKRF includes: • Medical, Dental, Vision insurance, • Vacation and Sick time, • Flexible work schedules and locations, • 401(k) retirement plan with employer matching, • Additional Voluntary Life Insurance, • Short- and Long-Term Disability, • Stock Ownership, • Tuition Reimbursement, • Training and professional development courses, • Opportunities for community outreach through internal networks, • Charitable donation match AKRF enforces a policy of equal employment opportunity in our daily operations. The firm has a demonstrated history of hiring, training, developing, promoting and retaining minority group members and women. All employment-related decisions are based solely on relevant criteria and without regard to race, color, religion, age, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military/veteran status or citizenship status, or any other characteristic protected by federal, state, or local law.

Job Description About the Role The Accounting Department at AKRF is seeking a Junior Project Accountant to work in New York City. Job Responsibilities: • Perform all aspects of project accounting, including project setup and revision, review and adjustment of time and expense charges, revenue recognition, billing, WIP analysis and reconciliation, project closeout, sub-consultant invoice processing, and collections support., • Perform project setup, including establishing project codes, budgets, and cost centers., • Support in monitoring and analyzing project financial performance, tracking actual costs against budgets., • Assist in the review of project expenses, ensuring accuracy and adherence to financial policies., • Prepare project billing and invoicing, including verifying billable items, rates, and contract terms., • Coordinate with project managers to ensure accurate revenue recognition and project profitability., • Conduct regular project cost and revenue reconciliations, investigating and resolving discrepancies., • Assist in developing project budgets and forecasts, collaborating with project teams., • Participate in month-end and year-end closing processes, ensuring accurate and timely financial reporting., • Ensure compliance with project-related contractual obligations, financial regulations, and accounting standards., • Assist in internal and external audits, providing necessary documentation and support., • Maintain accurate and organized project accounting records for audit purposes., • Collaborate effectively with project managers, cross-functional teams, and external stakeholders., • Bachelor's degree in Accounting, Finance, or a related field., • Minimum of 2 years of experience in project accounting, public accounting, or related roles., • Solid understanding of project accounting principles, revenue recognition, and cost control., • Proficiency in using accounting software and financial management systems. Unanet and Deltek, a plus., • Advanced knowledge of Microsoft Excel for financial analysis and reporting., • Strong analytical skills, with the ability to interpret financial data and provide meaningful insights., • Attention to detail and accuracy in financial calculations and reporting., • Excellent organizational and time management skills, with the ability to prioritize and meet deadlines., • Effective communication and interpersonal skills, with the ability to collaborate across teams., • Knowledge of relevant financial regulations, compliance, and auditing standards is preferred. Compensation will range from $65K to $80K, and commensurate with experience. Why Work at AKRF Founded in 1981, AKRF is an award-winning consulting firm with 400 planners, engineers, designers, economists, ecologists, geologists, historians, archaeologists, acousticians, and many other types of professionals guided by the belief that to be original is to be transformative. Professionals join and remain at AKRF for our corporate-casual environment that values flexible work schedules and locations, and balances award-winning projects with social impact initiatives, charitable giving, and plenty of fun and games. We foster a diverse, equitable, and inclusive environment where employees are respected and valued in honor of their identities; we strive to deliver on this promise every day. Our cookie exchanges and ice cream socials are quite the treat. What We Offer We provide employees with a benefit package that reflects our respect for your workplace contributions, professional goals, and personal priorities. The benefits program at AKRF includes: • Medical, Dental, Vision insurance, • Vacation and Sick time, • Flexible work schedules and locations, • 401(k) retirement plan with employer matching, • Additional Voluntary Life Insurance, • Short- and Long-Term Disability, • Stock Ownership, • Tuition Reimbursement, • Training and professional development courses, • Opportunities for community outreach through internal networks, • Charitable donation match AKRF enforces a policy of equal employment opportunity in our daily operations. The firm has a demonstrated history of hiring, training, developing, promoting and retaining minority group members and women. All employment-related decisions are based solely on relevant criteria and without regard to race, color, religion, age, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military/veteran status or citizenship status, or any other characteristic protected by federal, state, or loc

Job Description Millennium Hotels and Resorts is a Hong Leong subsidiary of Singapore-listed global real estate company City Developments Limited (CDL). Headquartered in Singapore, Millennium Hotels and Resorts is Singapore’s largest homegrown operator of international hotel brands spanning 4 continents and 80 strategic destinations. With a portfolio that includes timeless masterpieces to lifestyle properties, Millennium Hotels and Resorts comprises of the brands: The Biltmore, Grand Millennium, Millennium, M Social, Studio M, M Hotel, Copthorne and Kingsgate. The group also has a specially curated selection of uniquely inimitable properties under Leng’s Collection, which has been put together by our chairman, Mr. Kwek Leng Beng. With 13 locations in the US, we are committed to crafting inspired workplaces that deliver the ultimate guest experiences and maximize investor returns. Millennium Hotels and Resorts pursues perfection and improves the process daily, ensuring they never accept the status quo, and hold each other accountable. The team is comprised of compassionate leaders who seek to understand, be part of the solution, express gratitude, and humility, and celebrate success with all they do. Task Force - Hotel Director of Finance/Controller This is a 100% Task Force travel position This role is perfect for energized individuals who enjoy assisting and offering support during gaps in specialized management positions at the property. Assignments include, but are not limited to current hotels and any new hotel openings, management transitions/openings, and property re-positioning. Taskforce consultant will be on site for the duration of the assignment and will be afforded a trip home every two to three weeks. Summary of Job Responsibilities: Create a positive, energetic and respectful work environment within the overall Finance department Leads through example, professionalism, personal values, and vision Provide temporary management support to prevent department disruptions Eager to help, “pitch-in”, and to be seen as a team player among the staff. Maintain effective system and control procedures as set forth in the policies and procedures manuals. Supervises and coordinates external audit processes. Management of all accounting functions, which may include purchasing, and night audit staff. Provide effective leadership to ensure complete accountability for financial and overall Accounting Department performance. Ensures compliance regarding all financial practices and regulations. Produce monthly financial statements, monthly forecasts, cash flow statements and other mandated hotel/corporate reports in a consistently timely manner. Manage the annual budgeting process and produce final submissions along with necessary supporting documentation and justifications. Partner with leadership team to achieve hotel goals of flawless care of the customer, delivering on the MHR brand promise and ensuring financial responsibility. Ensure all revenue is properly accounted for. Produce daily revenue report. Interact with night audit team as needed. Requirements Knowledge in a variety of hotel accounting and payroll systems and PMS software. Ability to travel +% of time as needed. A minimum of 5 years of RECENT successful hotel experience Possess a maturity and professional disposition to operate in our clients’ dynamic environments Creative and innovative problem solver Strong management skills and a proactive approach to supporting hotel needs Ability to adapt quickly and perform under high expectations. Ability to communicate effectively and work under pressure Ability to meet deadlines and embrace ongoing change Requires excellent organization, time management, interpersonal skills. Must be an ambitious self-starter with a desire to learn Knowledge of a hotel structure and how all departments interact Eligibility to work in the US Benefits Contract Terms:4-6 Months Compensation: Gross 3K/week, plus room and board Flight to/from home: every two weeks

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Responsibilities • Develop and implement AML and sanctions compliance programs tailored to clients' specific needs and regulatory requirements, • Conduct comprehensive risk assessments to identify potential money laundering and sanctions risks within clients' operations and provide recommendations for mitigation, • Review and enhance existing AML and sanctions policies, procedures, and controls to ensure compliance with applicable laws, regulations, and industry best practices, • Advise clients on the design and implementation of transaction monitoring and screening systems to detect and report suspicious activities and sanctioned entities, • Provide training and guidance to clients' employees on AML and sanctions-related topics, including identification of red flags, reporting obligations, and internal reporting mechanisms, • Conduct investigations and due diligence on high-risk clients or transactions to evaluate potential AML and sanctions violations, • Stay up to date with the latest AML and sanctions regulations, industry trends, and emerging risks, and proactively advise clients on necessary adjustments to their compliance programs, • Collaborate with cross-functional teams, including legal, risk management, and technology, to ensure effective integration of AML and sanctions controls across the organization, • Prepare and present reports and recommendations to clients' senior management and regulatory authorities, as needed Qualifications, • Bachelor's degree in a relevant field such as finance, business, or law, • 4+ years of experience in AML and sanctions compliance within the financial services industry or consulting firm, • Knowledge of AML and sanctions regulations, including but not limited to the Bank Secrecy Act (BSA), USA PATRIOT Act, Office of Foreign Assets Control (OFAC) sanctions, and Financial Action Task Force (FATF) recommendations, • Strong understanding of AML and sanctions typologies, risk assessment methodologies, and transaction monitoring systems, • Previous support of designing and implementing AML and sanctions compliance programs for financial institutions or multinational corporations, • Excellent analytical skills with the ability to assess complex situations, identify risks, and develop practical solutions, • Strong project management skills, including the ability to manage multiple priorities, meet deadlines, and deliver high-quality work products, • Exceptional written and verbal communication skills, with the ability to effectively present complex information to diverse audiences, • Professional certifications such as Certified Anti-Money Laundering Specialist (CAMS) or Certified Financial Crime Specialist (CFCS) are highly desirable, • Experience with data analytics tools and technologies for AML and sanctions investigations is a plus Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation • Annual base salary starting at $122,000, commensurate with experience and qualifications, • Annual performance based discretionary bonus Robust Health Coverage • 3 Medical plans, • Dental and Vision, • Life, AD&D and other voluntary insurance Tax-Advantaged Accounts • 401K retirement plan, • 4% matching and 100% vested upon enrollment, • Health Savings Account (HSA), • Flexible Spending Account (FSA), • Health, Dependent Care, Commuter Family Friendly Benefits • 100% paid parental leave for all new parents with eligible tenure, • Building Healthy Families program if enrolled through Medical plan Time Off to Recharge • Generous Paid Time Off (PTO) policy, • 9 company holidays plus 1 floating holiday Extras that Make Life Easier • College savings and student loan repayment assistance, • Monthly cell phone stipend, • Access to wellness programs at no cost if enrolled through Medical plan, including:, • Gym membership reimbursement, • LiveHealth Online virtual care, • Personalized support from a Well-being Coach, • Employee Assistance Program at no cost, • Free confidential counseling and emotional support services, • On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion, and Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.). Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. To learn more about our mission, values, and business sectors, please visit our website. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job Description About Us We are a global organization focused on developing advanced financial technology solutions and strategies across multiple asset classes and markets. Our mission is to identify and leverage market inefficiencies through cutting-edge research and data-driven insights. Collaboration and innovation are at the heart of our culture-we value intellectual rigor, practical problem-solving, and continuous improvement. Great ideas can come from anyone, anywhere, and we encourage open thinking and bold approaches. About the Platform Our crowdsourcing platform operates like a modern fintech initiative, designed to make quantitative finance accessible worldwide. It enables individuals to learn concepts in finance, artificial intelligence, and machine learning while contributing signals, data, and other resources remotely. This initiative empowers participants to engage with real-world financial challenges and become part of a global network of innovators. The Role We are seeking a Director, Global Head of Marketing to lead strategic marketing efforts for our crowdsourcing platform. This role will drive global campaigns, build brand awareness, and create educational content that attracts and engages users across diverse markets. Key Responsibilities • Develop and execute global marketing strategies for user acquisition, engagement, branding, and lead generation., • Create and manage communication plans across multiple channels-digital and offline-ensuring timely, professional delivery., • Monitor campaign performance and implement data-driven improvements to maximize impact., • Build strong relationships with internal teams and external partners to coordinate marketing initiatives., • Collaborate with regional teams to adapt strategies for local market needs and optimize user growth., • Produce educational and learning content, including articles, newsletters, videos, presentations, and social media assets., • Continuously review and refine past campaigns and content for relevance and effectiveness. What We're Looking For • Bachelor's degree and 8-14 years of experience in marketing, communications, or related fields within technology, education, or financial services., • Proven success in regional or global roles, delivering integrated digital and offline campaigns that drive measurable growth., • Exceptional written and verbal communication skills in English., • Strong analytical and problem-solving abilities with keen attention to detail., • Ability to manage multiple projects independently while collaborating effectively across teams., • Passion for finance, technology, and education, with the ability to translate complex concepts into accessible content. Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Our US Risk, Compliance and Ethics team is an integral part of our Financial Services practice, providing support to our clients in Operational Risk Management preparing for: • Regulatory compliance, • Risk and control assessments, • Governance & reporting, • Measurement & reporting, • Data modeling, • Training, • Apply strategic and critical thinking to develop recommendations and risk management strategies that address client challenges in Operational Risk Management including governance, roles and responsibilities, risk and control self-assessments (RCSAs), risk mitigation efforts, risk appetite and tolerance, key risk indicators, reporting, • Help the client introduce automation and innovative methodologies to enhance the efficiency of their operational risk assessment framework, • Stay current on the regulatory requirements of various operational risks standards and reporting frameworks and communicate that information both internally and externally; help the client in managing compliance programs and regulatory risks, • Collaborate with cross-functional key client stakeholders across the enterprise to help establish operational risks alignment and drive decisions needed to meet risk management strategies, • Support on a range of client delivery, as part of an on-site or remote project team, including assessments, • Demonstrate team building and project management skills, • Contribute to proposal development and marketing, and contribute to developing business opportunities Qualifications, • 1+ years of relevant experience in Non-Financial Risk, Operational Risk Management (ORM), or Third-Party Risk Management (TPRM) in Financial Services, • Experience with common GRC tools/systems preferred, • Bachelor's degree or equivalent experience in Risk Management, Finance or business, • Experience in critically and objectively analyzing problems and facilitate solutions, • Experience in risk and control assessment in either the first, second or third line of defense, • Experience in enhancing and/or conducting assessments of risk frameworks, policies and procedures, processes, and providing recommendations to enhance the current state of ORM, • Experience in managing reporting with KPIs and KRIs and drafting remediation plans; experience with data analytics & visualization preferred, • Understanding of responsibilities of 1st, 2nd, and 3rd lines of defense in managing risks, • Ability to manage large complex stakeholder groups and proven track record in project management, • Experience working hands-on with cross-functional teams, including Compliance, Legal, Procurement, Information Security, Business Continuity, Privacy in assessing risks and controls, • Experience communicating with cross functional groups such as internal clients, vendors as well as senior management, • Proficiency in Microsoft Office applications/Google Suite products, • Based in New York Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at 88K, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job DescriptionSalary: SoHo Dragon represents a Global Financial Technology company that needs to hire a Finance Consultant for a long-term contract opportunity. Locations: New York, Toronto, Mexico City, Chile, Sao Paulo Junior What youll do : • Advising on Murex best practices in the P&L processes, position management, accounting, hedge accounting and financial reporting., • Contributing to client-site MX.3 implementations during the requirements gathering, design, build, test, and deployment phases by participating in workshops, preparing documentation, configuring client requirements and performing quality assurance tests., • Providing client support including managing open issues and supporting upgrade activities., • Communicating development needs to the Murex product development team, • Ideal candidate is someone with 2-3 years experience in capital markets technology., • The candidate should have a good understanding of accounting principles under IFRS or US GAAP. Knowledge of hedge accounting is a plus., • Preferable experience includes supporting either trading, treasury or accounting at banks or other financial institutions or has experience with other fintech vendors., • Strong academic background in accounting, engineering or a math-based discipline (math, operations research, statistics etc.), • Knowledge of Unix/Linux operating system, SQL, and basic programming is a plus., • Advanced level of English is mandatory.

Job DescriptionSalary: $75 Position will be in Hybrid Mode:White Plains, NY Project Name: Enterprise Management Consulting Services The Consultant is a core member of the delivery team responsible for executing high-value strategic and operational assignments. This role works closely with client stakeholders and internal leadership to analyze business needs, develop data-driven recommendations, and produce high-quality deliverables that directly support organizational transformation, market positioning, and performance improvement initiatives. Key Responsibilities • Conduct complex qualitative and quantitative analyses supporting business model design, product planning, organizational assessments, and performance measurement., • Develop business cases for new or evolving initiatives including feasibility studies, cost-benefit evaluations, scenario modeling, and financial impact assessments., • Perform in-depth utility and energy sector market research, including analysis of industry trends, competitive landscapes, customer behavior, and emerging technologies., • Create executive-level deliverables such as strategic communications, operational plans, program documentation, and digital transformation roadmaps., • Collaborate with cross-functional teams to ensure accuracy, alignment, and clarity in recommendations and client-facing materials., • Translate analytical insights into clear, actionable strategies that support decision-making and measurable organizational outcomes. Qualifications • Bachelors degree in Business, Finance, Engineering, Economics, or related field (Masters preferred), • 37+ years of consulting or strategic analysis experience, • Strong financial modeling and analytical capabilities, • Knowledge of utility, energy, or public-sector environments is a plus, • Excellent communication skills with ability to present confidently to senior stakeholders At Ariel Partners, we solve the most difficult problems that inhibit technology from enabling our customers to achieve their goals. Our vision is to be recognized by our stakeholders as an elite provider of IT solutions, so when they have their biggest challenges were on their short list. Were looking for team members who share our values of:Integrityto do the right thing even when it hurts;Commitmentto the long term success and happiness of our customers, our people, and our partners;Courageto take on difficult challenges, accept new ideas, and accept incremental failure; and the constant pursuit ofExcellence. Ariel Partners is an Equal Opportunity Employer in accordance with federal, state, and local laws.

Job Description JOB-19025 Statistical Assistant-2025-26 • Work cross-functionally with various groups to analyze and validate financial call report and capitalization data., • Assist the Data Steward for the Research & Innovation Division in data governance processes, including data quality, data cataloguing, and other data governance activities., • Coordinate with data team stakeholders, collect work items, and prepare reporting and presentations as needed., • Closely collaborate with data stakeholders across the Research & Innovation and Technology Divisions to progress assigned projects/initiatives., • Conduct data analysis on data and related processes, prepare data definition and document its usage, prepare business requirements., • Compile and compute data according to statistical formulas for use in statistical studies. May perform model calculations and compile charts and graphs for use by R&I staff., • Work with complex data sets to understand problems and recommend solutions and procedures while using various analytical and statistical approaches., • Use technical expertise to automate manual processes and reporting., • Collaborate with business users and business analysts to develop analytical strategies for implementation in various projects., • Other duties as assigned. In addition, the candidate must possess the following abilities: • Data analysis., • Data visualization., • High-level competency in Excel (e.g., advanced formulas, macros, etc.)., • Expertise in relational database management systems, SQL, Python, and SnowSQL., • Experience utilizing GitHub for version control and project management., • Experience in data platforms for data quality and data cataloguing/metadata management, such as Informatica, Collibra, Alation, etc., • Experience in modern cloud technologies such as Salesforce, Snowflake, etc., • Develop metrics, reports, and presentations., • Ability to translate complex business requirements to technical specifications., • Highly motivated and effective working autonomously and as part of cross-functional teams., • Ability to multi-task across projects while maintaining a high-quality work product., • Adaptable & Communicative, thrives in dynamic environments, and communicates clearly with technical stakeholders. Notes: *Telecommuting may be allowed at the discretion of the hiring manager *The Department does not provide parking, but the office is accessible by mass transit. Company DescriptionEstablished in 2005, Knowledge Builders Inc. (KBI) offers a wide range of services, including Information Technology Consulting, Administrative and Health Care Staffing solutions, Payrolling, and Call Center services to organizations of all sizes, including both private companies and governmental entities. KBI is a certified Woman-Owned Business Enterprise (WBE) recognized by New York State, New York City, and the Port Authority of New York and New Jersey. Our extensive consultant placements cover a variety of roles, from Technical Architects and Specialists to Developers, Project Managers, Analysts, Executive Secretaries, Nurses, Dietitians, Paralegals, Computer Operators, Food Preparation Workers, and many other occupations. To date, KBI has successfully placed over 1,000 consultants across more than 100 private sector companies and public sector agencies in New York State and throughout the country. We are dedicated to recruiting candidates who consistently exceed our customers’ expectations.Established in 2005, Knowledge Builders Inc. (KBI) offers a wide range of services, including Information Technology Consulting, Administrative and Health Care Staffing solutions, Payrolling, and Call Center services to organizations of all sizes, including both private companies and governmental entities. KBI is a certified Woman-Owned Business Enterprise (WBE) recognized by New York State, New York City, and the Port Authority of New York and New Jersey.\r\n\r\nOur extensive consultant placements cover a variety of roles, from Technical Architects and Specialists to Developers, Project Managers, Analysts, Executive Secretaries, Nurses, Dietitians, Paralegals, Computer Operators, Food Preparation Workers, and many other occupations. To date, KBI has successfully placed over 1,000 consultants across more than 100 private sector companies and public sector agencies in New York State and throughout the country.\r\n\r\nWe are dedicated to recruiting candidates who consistently exceed our customers’ expectations.

Job Description Title: Management Consultant (Entry-Level) – Career Launch AI Talent Network Location: Multiple Locations (New York, Chicago, Boston, San Francisco, etc.) Type: Full-Time Compensation: Typically $95,000 – $125,000+ base + bonus (varies by firm) About This Role This Entry-Level Management Consultant position is a representative example of the consulting and strategy roles we feature on the Career Launch AI private job board. Whether you’re targeting MBB, Tier-2 firms, or strong boutiques, these are the kinds of opportunities we help you access and win — especially when you don’t have a “perfect” pedigree or traditional path. You can get started with us directly at: 👉 About the Opportunity A top-tier consulting firm (similar to those in our network) is looking for entry-level Management Consultants to join teams working on high-impact projects across industries like technology, healthcare, financial services, consumer, and more. You’ll work in small teams with other consultants and engagement managers to help clients solve their hardest problems in strategy, operations, digital transformation, and growth. What You’ll Do Client Problem-Solving * Break down complex client challenges into structured, solvable components. * Analyze data to understand root causes and quantify impact. * Build frameworks, options, and recommendations to present to clients. Research & Analysis * Conduct market research, competitive analysis, and customer insight studies. * Build slides, charts, models, and dashboards to tell a clear story with data. * Support detailed operational assessments and benchmarking work. Client Engagement & Communication * Participate in client meetings, presentations, and workshops. * Help create and present materials that communicate findings and recommendations. * Collaborate with cross-functional client teams and stakeholders. Implementation & Execution * Support translating strategy into actionable roadmaps, KPIs, and initiatives. * Track progress, risks, and dependencies. * Help clients implement new processes, systems, or org structures. Ideal Candidate Profile Education & Skills * Bachelor’s degree in Business, Economics, Engineering, STEM, Social Sciences, or related field. * Strong analytical skills; comfortable with numbers and problem structuring. * Excellent communication skills — written, verbal, and presentation. Experience & Signals * Prior internship or exposure to consulting, banking, tech, or strategy roles is a plus but not required. * Evidence of leadership, initiative, and impact (clubs, projects, startups, campus leadership, etc.). Traits & Mindset * You enjoy solving complex, ambiguous problems. * You like working with smart people in a fast-paced environment. * You can balance detail orientation with big-picture thinking. * You’re coachable, resilient, and open to feedback. How Career Launch AI Helps You Break Into Consulting Breaking into consulting is extremely competitive, and a lot of offers go to candidates who: * Know people at the firm * Get referred internally * Have strong case interview performance Career Launch AI levels that playing field for you. Here’s how we help once you join via : AI-Powered Application Engine * We automatically identify and apply to consulting, strategy, and operations roles that fit your profile. * Each application uses tailored resumes and messaging optimized for ATS and recruiter review. Networking & Recruiter Outreach * We don’t just rely on portals — our team runs outreach campaigns directly to consultants, alumni, and talent teams. * You start conversations that lead to referrals, not just automated rejections. Case Interview Prep & Practice * We help you structure answers, practice live cases, and sharpen your business intuition. * You get guidance on frameworks, communication, and time management. Ongoing Support Until You Land an Offer * From your first mock case to your final-round, we stay plugged in. * You get accountability, encouragement, and tactical help throughout the process. If you want to maximize your chances of landing roles like this — especially if you don’t have “perfect brand names” on your resume — you should not be doing this alone. 👉 Learn more and apply to Career Launch AI at

Job Description Trustees of Phillips Academy (Andover) Investment Analyst Position 2026 – NYC Endowment Investment Office Phillips Academy is a residential secondary school in Andover, Massachusetts, founded in 1778 to educate “youth from every quarter.” The school’s $1.5 billion multi-asset class endowment provides significant operating support to the Academy, much of which enables the school’s policy of need-blind admissions. The NYC-based Investment office, which manages the Academy’s endowment, seeks an Investment Analyst for an expected 2 to 3 year position, beginning June 2026. The Investment Analyst should have some prior experience (preferably as a financial analyst at an investment manager, investment consultant or investment bank), strong excel and quantitative analytical skills, interest in investing, a demonstrated track record of academic and professional success, intellectual curiosity and a collaborative approach. Day-to-day responsibilities are focused on quantitative and qualitative analysis and evaluation of investment managers and reporting on the overall portfolio. The Investment Analyst will be joining as a key member of the small team (CIO, Investment Director, 2 Associate Directors, Investment Operations Associate, Office Manager) and follow a hybrid work schedule (at least 3 days in-office, up to 2 days remote). The Investment Analyst will be focused on assisting the investment team in research and analysis including, but not limited to: • Preparing analysis on the performance and exposures of both individual managers’ portfolios and the endowment portfolio overall;, • Acting as point person on a set of specific investments, developing responsibility for the coverage of and communication with such managers over time, and keeping the CIO and team abreast of notable developments, with more in-depth reviews and assessments periodically, • Supporting team in sourcing, screening and analyzing prospective investment managers,, • Ultimately drafting investment and redemption recommendation memos for the Investment Committee (“IC”); presenting performance reviews and investment recommendations to the IC, • Leading and contributing to ad hoc research projects on market trends, strategies, and opportunities, • Providing regular operational support for the portfolio, • Traveling approximately 10-15% of time for conferences, diligence, and/or monitoring of existing/prospective investmentsQualifications:, • One to four years of finance or business experience, within investment management, investment banking, consulting or another relevant field., • High degree of comfort with quantitative analysis., • Proficiency in Microsoft Excel, Word, Power point; interest to master other relevant software., • Strong work ethic, organizational skills and attention to detail. Ability to set goals, prioritize tasks, communicate progress effectively and manage simultaneous projects., • Excellent written and oral communication skills., • Interest in driving analysis to a well-reasoned/supported conclusion/recommendation., • Self-motivation and strong problem-solving skills; entrepreneurial approach to challenges., • High level of professional maturity, integrity and judgement. Dependability and a sense of personal ownership of responsibilities. Track record of collaboration, working on a small team. The annual base salary range (before taxes) for this position is expected to be $125,000 -$140,000. This position is eligible for a discretionary bonus. Phillips Academy is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We encourage applications from all qualified applicants without regard to race, color, creed, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), national origin, age, disability, genetic information, military status, marital status, or any other characteristic protected by federal, state, or local law. Any offers of employment will be contingent upon successful CORI/SORI, and ADP Authorization background checks as well as unrestricted authorization to work in the United States.

Job Description POSITION SUMMARY: The Children’s Rescue Fund (CRF) is seeking a detail-oriented and dependable Accounts Payable (AP) Specialist to join its Finance team. This position plays a vital role in maintaining accurate, timely, and compliant payment processing for vendors, consultants, and staff reimbursements across CRF’s city-funded programs and operations. Reporting directly to the Accounts Payable Manager (AP Manager), the AP Specialist supports the end-to-end accounts payable cycle, ensuring full compliance with internal controls, contract requirements, and nonprofit fiscal best practices. The ideal candidate will thrive in a fast-paced, mission-driven environment and be committed to upholding financial integrity and vendor accountability. QUALIFICATIONS: • Associate’s or Bachelor’s degree in Accounting, Finance, or Business Administration preferred, • Minimum 2 to 3 years of hands-on accounts payable experience, preferably in a nonprofit, governmental, or fund accounting setting, • Strong understanding of internal controls, coding standards, and fund source requirements, • Highly ethically motivated and results-oriented, proven creative problem solver with positive respectful proactiveness, • Must have incredible initiative, the ability to work well under pressure, and the ability to be flexible and work both independently and as part of a team to complete complex projects in a fast-paced environment, • Exhibit high attention to detail and problem-solving skills with the ability to manage competing deadlines in a high-volume environment with accuracy, efficiency, and professionalism, • Capable of working in a dynamic, rapidly changing environment, adapting to multiple and shifting required priorities and collaborating with a wide range of colleagues to deliver expected results, • Utilize demonstrated good judgment, sensitivity, and high discretion in the handling of confidential information, • Superior written and verbal communication skills, coupled with excellent organization and leadership skills, • Proficiency in Blackbaud Financial Edge or equivalent ERP accounting system, • High level of computer proficiency in Word, Excel (advanced level), and the ability to learn new technologies and databases KEY RESPONSIBILITIES: Invoice & Payment Processing • Review, verify, and process all vendor invoices, consultant contracts, and staff reimbursement requests in accordance with CRF policy, • Match invoices to purchase orders and receiving documentation; resolve discrepancies as needed, • Ensure accurate coding of all payables (GL account, fund, program, and project codes) before entry into Blackbaud Financial Edge, • Prepare and execute scheduled payment runs (checks, ACH, or wire) in coordination with the AP Manager and Finance Director Compliance & Documentation • Maintain proper authorization, documentation, and audit trails for all disbursements, • Ensure adherence to CRF’s approval matrix and cost allocation standards, particularly for DHS- and HRA-funded programs, • Maintain accurate and updated vendor files, including 1099 status, W-9s, and payment terms, • Assist in annual 1099 preparation and audit compliance documentation Reconciliation & Month-End Close • Reconcile the AP subledger to the General Ledger on a monthly basis, • Record and assist in tracking accruals and prepaid expenses, • Participate in the month-end and year-end closeout processes in coordination with the broader Finance team Vendor Relations & Internal Coordination • Respond to inquiries from vendors and staff professionally and in a timely manner, • Reconcile vendor statements and resolve payment issues in collaboration with the Procurement team, • Assist with onboarding new vendors and maintaining accurate contact and tax data Team Collaboration • Cross-train with other members of the Finance team and support backup coverage for the AP Manager as needed, • Participate in process improvement initiatives and maintain workflow documentation, • Attend finance or interdepartmental meetings as directed OTHER REQUIREMENTS (including Physical Demands): • Contributes to the overall success of the organization by performing all other duties and responsibilities as assigned by supervisor or designee, and being able to pivot with ever-changing priorities and newly added job-related responsibilities that arise based on business changes, needs, and demands, • May be required to work long hours and a varied schedule, • Travelling throughout various locations in the New York City area, • This is a full-time position with the need to be flexible due to the organization being a 24/7 operation, • Lifting and moving objects weighing up to 30 pounds several times a week, • Climatic issues of temperature variance and ventilation association with resident facility impact delivery of services, • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions EEO Statement – Children’s Rescue Fund is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status. #IND1

Job Description The purpose of the Leasing Consultant is to lease apartments, retain residents through customer service, and handle administrative and financial responsibilities for their assigned community. Primary Functions: I. Leasing Responsibilities: Ensure leasing procedures are followed on a daily basis. Manage availability guidelines. Review leasing follow up weekly. Receive incoming phone calls from prospects in a professional and welcoming manner and entice them to visit the community. Check the answering service for messages and follow up on all messages, as necessary. Visually inspect entire property (office, models, compactor, vacant units and amenity areas) daily for cleanliness and overall appearance. This can include, but is not limited to, picking up trash off the ground, operating the trash compactor, carrying cleaning supplies and/or vacuum up or down stairs to apartment homes, as well as cleaning apartments to bring to resident ready standards. Lease apartments to qualified prospects. Schedule move-ins in such a way as to minimize rent loss. Escort a future resident to an apartment home and to all amenity areas. Drive a golf cart or walk with prospects. Prepare all paperwork needed before submitting lease files for verification. Verify applications and process file quickly through phone calls and correspondence. Submit to manager for approval. Set up file for move-in. Turn in traffic and phone recap weekly to the Community Director. Follow up with each visitor within 24 hours via personal phone call and send a personal note/e-mail for them to receive within seven days of their visit. Any other projects or assignments given by Community Director or Regional Director. General Office/Administrative Responsibilities: • Conduct move-in, move-out and turnkey inspections and follow through with any concerns., • Maintain key closet procedures to ensure proper control of access and security on the property., • Receive and acknowledge resident notices and prepare files., • Maintain dress code as outlined in the policy manual and ensure Leasing Team adheres to the policy and uniform schedule., • Assemble move-in packages., • Keep all filing current., • Operate office alarm system in conjunction with opening and closing the office., • Deliver thorough move-in presentation to new residents., • Calculate daily rent, prorate charges, late fees and percentages. A. Special Skills Required 1. Ability to effectively communicate with people, 2. Ability to maintain a professional image, 3. Strong organizational skills, 4. Strong verbal skills, 5. Excellent customer service orientation, 6. Assertive attitude, 7. Ability to effectively "close" a sale, 8. Must take and pass drug screening test, 9. Ability to manage and coach team of Leasing Professionals, 10. Must possess a valid Driver's License B. Knowledge 1. Experience in leasing properties to perspective residents and managing current residents. Experience using Knock, Onesite, and AIRM., 2. Preferable with essential housing experience. REPORTS TO: Community Director, Assistant Community Director JOB CLASSIFICATION: Non-exempt. Paid coefficient overtime for all hours worked over 40 each week. EEO/AAP Our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our residents and our communities can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or protected veteran status. We are an Equal Opportunity, Affirmative Action employer. Minorities, women, veterans and individuals with disabilities are encouraged to apply. This PDF document was created with CKEditor and can be used for evaluation purposes only. Physical Demands: While performing the duties of this job, the employee is regularly required to use hands to finger, type, handle or feel objects, talk, and hear. The employee is frequently required to stand; walk; reach with hands and arms, climb, stoop, and squat. The employee is intermittently required to sit. Incumbents must be able to physically access all exterior and interior parts of the property and amenities. Leasing Professionals must be able to push, pull, lift, carry, or maneuver weights of up to twenty (20) pounds independently. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Understanding of Job Essentials: I acknowledge that I have read and fully understand the above requirements, which are part of my job responsibility as Leasing Professional for Titan Corp. I also certify that I am able to perform these duties. I understand Titan Corp has the right to amend or revise, as necessary, the job description for this position. I understand that all pre-employment screening activities are conducted in compliance with federal and state employment laws. Background checks are completed during the post-offer stage of the employment process in compliance with the Fair Credit Reporting Act requirements. I also fully understand the content of this job description, have had the opportunity to ask questions regarding this job description, and have had the job duties and responsibilities, requisites, and physical demands and working conditions explained to me. I am capable of performing the essential functions of this job with or without reasonable accommodation. If I need accommodation, I will ask the hiring manager for it

Job Description Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & newborn care, parenting & pediatrics, and menopause & midlife. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs. Recognized for innovation and industry leadership, Maven has been named to the Time 100 Most Influential Companies, CNBC Disruptor 50, Fast Company Most Innovative Companies, and FORTUNE Best Places to Work. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. To learn more about Maven, visit us at mavenclinic.com. An award-winning culture working towards an important mission – Maven Clinic is a recipient of over 30 workplace and innovation awards, including: • Fortune Change the World (2024), • CNBC Disruptor 50 List (2022, 2023, 2024), • Fortune Best Workplaces for Millennials (2024), • Fortune Best Workplaces in Health Care (2024), • TIME 100 Most Influential Companies (2023), • Fast Company Most Innovative Companies (2020, 2023), • Built In Best Places to Work (2023), • Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024), • Great Place to Work certified (2020, 2021, 2022, 2023, 2024), • Fast Company Best Workplaces for Innovators (2022) As the Benefit Design Manager, you will: • Support benefit program design by tailoring Maven's offerings to address client-specific needs and market benchmarks., • Partner with Sales and Marketing to develop and refine pitch materials, train sales teams on benefit programs, and act as a subject matter expert (SME) both behind-the-scenes and in client meetings., • Participate in prospective client and broker/consultant meetings, articulating Maven's value proposition and responding to benefit-related technical questions., • Respond to technical and complex benefit design questions during RFPs and follow-up discussions, including compliance-related topics, ensuring Maven's offerings are clearly and accurately represented., • Support new client implementations by advising on plan design decisions, documenting benefit requirements, and ensuring accurate setup and member communication., • Provide benefit design support for Maven's fertility benefits clients, serving as a subject matter expert for existing clients by partnering with Maven's Client Success team to attend QBRs, address ad hoc requests for benefit analyses, and ensure ongoing alignment of program design with client goals., • 4–5 years of experience in benefit design, health & benefits consulting, or implementation at a health plan, TPA, or fertility benefit vendor., • A strong understanding of fertility and family-building benefit design, including coverage models, eligibility, compliance, funding approaches, and ecosystem integration., • Client-facing experience, with the ability to communicate complex benefit concepts clearly to diverse audiences., • Exceptional written and verbal communication skills., • Strong attention to detail and commitment to quality, ensuring that all deliverables—from client presentations to internal documentation—are accurate, polished, and error-free from start to finish. This role requires active work authorization in the US. Maven embraces a flexible and inclusive work environment. This role is fully remote and open to candidates located within the United States. Maven is committed to supporting remote team members with the tools and collaborative culture needed to thrive regardless of location. This policy reflects our belief that great work can happen anywhere and that flexibility enables our team to do their best work. At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: • Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics., • Whole-self care through wellness partnerships, • Hybrid work, in office meals, and work together days, • 16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for 1 year+), • Annual professional development stipend and access to a personal career coach through Maven for Mavens Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g ). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: . For general and additional inquiries, please contact us at .

Job Description LHH Recruitment Solutions is working with a dynamic and growing firm to fill a temporary Senior Accountant Consultant position in Midtown Manhattan. We are searching for someone with strong general accounting/month-end experience and strong Excel/reporting skills. As of right now, this position will be an open-ended temporary position. If you are interested in temporary positions, please read on for additional details! Key Responsibilities * Prepare and analyze financial statements (balance sheet, income statement, cash flow) and ensure accuracy during month-end/year-end close. * Perform account reconciliations, resolve discrepancies, and maintain data integrity. * Assist with budgeting, forecasting, and financial modeling, providing actionable insights. * Review and analyze financial data to identify trends, variances, and improvement opportunities. * Support external audits by preparing documentation and ensuring GAAP compliance. * Develop and implement accounting policies and procedures to strengthen internal controls. * Mentor and train junior staff, fostering best practices and team development. Qualifications * Bachelor’s degree in Accounting (CPA preferred). * 5+ years of accounting or finance experience. * Strong understanding of GAAP and financial principles. * Proficient in Microsoft Excel and accounting software (Great Plains, Oracle, D365 and or similar). * Excellent analytical, organizational, and communication skills. Employment Type/Details: * Consulting/Temporary, open-ended duration * 40 hour work week with flexible schedule (9 - 6 PM, 8:30 - 5:30, etc) * Will require 4 days in office and 1 day remote $40-55/hr Pay Details: $40.00 to $55.00 per hour Search managed by: Shoshana Ronen Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Consulting Skills • Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables, • Manage the work, activities, and timelines of work for both their selves and their team, identifies priorities and workflows for interested parties, • Utilizing a higher-level understanding of methodological concepts, coaches teammates in preparing client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables, • Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management, • Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data, • Manages internal team by promoting teamwork, motivate and help consultants to improve, • Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship, • Defines the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments, • Provide status reporting of progress, dependencies, issues, risks, and overall program health, • Responsible for the work streams of a complex project and takes the lead on simple projects, • Support the Wealth & Asset Management practice, thought leadership, and people development activities firmwide, • Lead PMO activities across multiple workstreams, including project planning, milestone tracking, and stakeholder communication., • Support program leadership in driving large-scale transformation initiatives within Wealth and Asset Management, ensuring alignment with strategic objectives and regulatory expectations., • Facilitate Agile ceremonies such as sprint planning, backlog grooming, daily standups, reviews, and retrospectives; partner with Product Owners and Scrum Masters to ensure delivery readiness., • Create executive-level presentations, dashboards, and reporting materials that clearly communicate project status, risks, decisions, and recommendations., • Collaborate with cross-functional teams—business, technology, operations, compliance—to gather inputs, synthesize information, and develop structured, compelling deliverables., • Apply creative thinking and design skills to develop high-quality decks, roadmaps, visuals, and storytelling materials tailored for senior stakeholders and steering committees., • Conduct project assessments to identify gaps, risks, and improvement opportunities across processes, governance structures, and delivery frameworks., • Support financial management of programs, including budgeting, forecasting, resource planning, and vendor oversight., • Ensure alignment between business goals, technology outputs, and regulatory considerations across Wealth and Asset Management functions., • Develop and maintain PMO documentation, • Act as a trusted advisor to senior leaders by providing insights, recommendations, and thought leadership based on industry best practices., • Coordinate and manage dependencies across related programs, ensuring clear communication and timely issue escalation., • Mentor junior team members and contribute to internal methodology, tools, templates, and best practices for program governance and execution.Qualifications, • 5+ years of experience within Wealth Management, Asset Management & Financial Service space, • Proven experience supporting PMO functions, • Previous experience utilizing Agile methodologies with hands-on experience supporting Agile ceremonies and collaborating with Product Owners/Scrum Masters., • Demonstrated ability to create high-quality executive-level presentations, dashboards, and narrative-driven materials for senior stakeholders and steering committees., • Excellent storytelling, visualization, and creative design skills; proficiency with PowerPoint or similar tools., • Strong communication and stakeholder management skills with the ability to influence and collaborate across business, technology, operations, and compliance teams., • Solid understanding of Wealth & Asset Management processes, products, and regulatory considerations., • Experience supporting large transformation programs, system modernization initiatives, or operational change efforts., • High level of organization and attention to detail with the ability to manage multiple workstreams in a fast-paced environment., • Strong analytical and problem-solving abilities; proficiency in Excel or BI tools is a plus., • Bachelor’s degree required; advanced degree or relevant certifications (PMP, PMI-ACP, SAFe, CSM, CFA, etc.) preferred., • Consulting experience is required, particularly in client-facing roles delivering structured, high-impact solutions., • Financial Service background required Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at 122K, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future a visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job DescriptionDescription: About the Sales Consultant Position DGA Security, one of the country’s largest privately held security firm, is looking for experienced B2B Sales Consultants to join our successful sales team. In this role, you will use a consultative approach to promote our technical products and customized services to a wide range of high-end/high-risk clients. About DGA Security For over 50 years, thousands of prestigious businesses across the country have entrusted their protection to DGA Security. We are a full-service provider of managed business security solutions including intrusion alarms, video surveillance, access control and fire alarm systems. All backed by our state-of-the-art UL Listed monitoring centers and a team of experienced experts. Our customers span a wide range of industries including; Fine Jewelry, Iconic Fashion Brands, High Risk Retail, Cannabis Dispensaries, Cannabis Grow, Art Galleries, Restaurant Groups, Hotels, Financial services, Not-For-Profit, Offices, Property Management Firms and Religious Institutions. What You Will Be Doing • Generate leads through several avenues including market research, canvassing, cold calling, networking and referral sources., • Meet with prospective customers in order to sell our Security-as-a-Service business model., • Evaluate customer needs and collaborate with your teammates/management in order to identify the proper solutions based on our portfolio of products and services., • Work with our in-house CAD team to create professional designs and deliverables to present to the potential clients., • Create follow up tasks, generate proposals and administer all facets of the account and the sales process utilizing Salesforce.com and alternate software for efficiencies. Requirements: Requirements • Several years of B2B full cycle sales within the South Florida market., • A proven track record of meeting or exceeding sales goals in your previous organization/s., • Possessing existing contacts within the Architectural, Construction, Property Management, IT, Structured Cabling, Insurance, Facilities and Corporate Relocation Services will foster an accelerated ramp up period., • Willingness to establish your defined territory through in-person meetings and evaluations., • Bilingual (English/Spanish) is preferred., • BA/BS degree preferred but not required. What's In It for You • Competitive base salary with an uncapped commission structure., • First year OTE: $105K - $125K., • Entrepreneurial work environment where you can make a true impact on our company with high-visibility., • Company provided Phone and laptop., • Comprehensive Insurance Coverage., • 401(k) Retirement Savings Plan & Employer Match., • Company Paid Life Insurance., • Access to Corporate Discounts. DGA Security is focused on fostering a healthy work/life balance. Most importantly you will have the chance to surround yourself with teammates that are nationally recognized within the Security Industry. DGA employees work together to help ensure the highest level of service for our defined clientele. DGA is an Equal Opportunity Employer. Here, we believe that embracing innovation is not just a core value, but a responsibility. We are committed to building an inclusive and diverse workplace where everyone, regardless of race, gender, age, disability, sexual orientation, religion, or any other characteristic, feels valued and supported. We provide equal opportunities to all applicants and employees and strive to foster a culture where differences are celebrated, and everyone's voice is heard. Your unique perspectives and experiences are what drive us forward.

Job DescriptionCompany Description About Sia Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Responsibilities: • Advise and deliver change projects as part of a long-term strategic partnership with leading financial institutions, • Leverage PM/BA skills to gather and document requirements from business stakeholders around upcoming or existing regulatory changes, capital markets product offerings, and business enhancements, • Lead and present product deliverables and effectively liaison between front office, middle office, back office, and other supporting functions, • Present findings and recommendations to client leadership, • Track project level risk issues and dependencies and face off with key stakeholders, • Assist stakeholders by evaluating existing operating models, designing current and future process flows, and developing Target Operating Models, • Engage with client teams to analyze, evaluate, and enhance client’s Corporate and Investment Banking/Capital Markets businesses, • An ability to transform your domain knowledge and project experiences into published content for Sia Insights, • Continue to upskill on industry trends and emerging technologies, including AI, and leverage Sia’s tools and other innovative applications to service client needs Qualifications, • 3+ years of Capital Markets experience within Fixed Income, Equities, Foreign Exchange derivatives product areas including an overall understanding of the trade lifecycle processes, • 3+ years of recent client-facing management consulting experience, • Bachelor’s degree required preferably in a Business or related field, Master's degree strongly preferred, • Financial Services background preferred, • Strong knowledge of the US and global regulatory landscape within financial services, • Required knowledge of regulations and securities transactions to help conduct requirement analysis, facilitate rule interpretations, document business requirements, document functional requirements and drive issue remediation, • Experience with program and project management methodologies including, but not limited to Agile and Waterfall, • Ability to quickly learn and conduct independent research; will need to apply new knowledge to own analysis and team management responsibilities, • Understanding of upstream / downstream applications and data, • Strong analytical and organizational skills, • Ability to manage multiple deliverables and adhere to tight deadlines, • Strong Interpersonal skills, written & verbal communication skills to manage internal and external stakeholders, • Ability to work on multiple workstreams from inception through to implementation, • Project Management and collaboration tools (JIRA, Confluence, or other), • Microsoft office suite (Excel, PowerPoint, Project, Visio, etc.) Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation • Annual base salary starting at $122,000, commensurate with experience and qualifications, • 3 Medical plans, • Dental and Vision, • 401K retirement plan, • 4% matching and 100% vested upon enrollment, • Health Savings Account (HSA), • Flexible Spending Account (FSA), • 100% paid parental leave for all new parents with eligible tenure, • Generous Paid Time Off (PTO) policy, • College savings and student loan repayment assistance, • Monthly cell phone stipend, • Access to wellness programs at no cost if enrolled through Medical plan, including:, • Gym membership reimbursement, • LiveHealth Online virtual care, • Personalized support from a Well-being Coach, • Employee Assistance Program at no cost, • Free confidential counseling and emotional support services At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.). Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. To learn more about our mission, values, and business sectors, please visit our website. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job DescriptionThe Role: This is an exciting opportunity to join ION as a Senior Technical Consultant. As a Senior Consultant, you will be responsible for designing, coding, testing and implementing the customer requirements while mentoring other team members. You will work with business analysts, clients and team members to design and implement product customizations and interfaces.Key Responsibilities: • Present the project’s technical solution to client representatives., • Support client training services., • Consult with client’s technology users to determine technical requirements to be addressed by the ION solution., • Provide guidance to Technical Consultants., • Follow ION documentation standards and resolution process flow for all deliverables., • Keep Line Manager and Project Manager(s) informed regarding the status of assigned responsibilities., • Maintain full chargeability on client account(s) as assigned., • Provide technology advice, design, analysis, custom code development, and troubleshooting in the discovery workshop, design, configuration, testing, and production support of the Endur/Findur for the client’s business needs., • Participate in and support the architectural design decisions regarding interfaces between Endur and other systems, as well as the technical approach for custom scripts and reports, and gain the client’s confidence in the recommended approach., • Support and adhere to implementation best practices in one or more technical development areas of Endur/Findur in all technical design, specifications, custom coding, and testing deliverables., • Assume hands-on project implementation duties (design, coding, testing) in all phases of an ION implementation, reporting to the Project/Account Manager., • Gather and document technical requirements, code specifications, test plans/results, and any other deliverables required by the project as determined by the Project/Account Manager or Principal Technical Consultant., • Support client training services in custom development technologies.Required Skills, Experience and Qualifications:, • Bachelor’s or Master’s degree in Computer Science, Engineering, Finance, Accounting, Economics, or a directly related IT field., • 5+ years’ experience in Software Design and Development and/or deployment., • Minimum 3 years direct experience working with Endur/Findur in designing, coding, configuring, testing, and debugging reports, plugins, and interfaces for ION solution in client environments., • Experience working with at least one object-oriented languages such asC# .NET, Java, C++.Preferred Qualifications:, • Experience in the energy, commodities or financial field or working with an ETRM/ or CTRM system., • Experience with MS SQL Server is required., • Experience in the energy, commodities or financial field or working with an ETRM/ or CTRM system., • Experience in designing, configuring, and troubleshooting installations of enterprise software in client environments., • Experience in Interface design and implementation following standard integration patterns., • Experienced and skilled user of office productivity tools such as Word, Excel, PowerPoint, SharePoint and Project Server., • Experience writing technical specifications., • Strong understanding of relational database concepts., • Strong Object-Oriented Skills., • Excellent interpersonal skills., • Good written and oral communication skills., • Must be self-motivated, independent, resourceful and one who is capable of being objective and giving/taking constructive feedback., • Strong analytical and problem-solving skills., • For on-site consultants, ability to work onsite at client locations as needed., • Ability to deliver with little to no guidance from manager., • Ability to work as part of a project team structure., • Development role:, • Strong Experience with a subset of the following programming technologies: Java, Soap Webservices, JavaScript, jQuery is required., • Experience working with Integrated Development environments such as Eclipse, • Experience with business reporting tools such as SAP Crystal Report or Tableau., • Experience with source control and continuous integration tools (GIT, TFS, Confluence, Bamboo) and issue tracking systems (Jira) is required.

Job Description Employment Type: Full-Time Location: Remote/Hybrid Ready to Take the Next Step in Your Career? At Keyrus, we're not just seeking candidates; we're on the lookout for future innovators, problem solvers, and visionary leaders. Are you ready to harness your expertise in Anaplan, showcase your analytical prowess, and channel your passion for crafting exceptional solutions? If so, we're eager to welcome you to our dynamic and growing team. As an Enterprise Planning Consultant at Keyrus, your primary responsibility will be to collaborate with other consultants to build your skills and expertise in Anaplan to implement and optimize sophisticated planning models and solutions. This role offers a dynamic, collaborative environment, perfect for individuals who are passionate about tackling complex business challenges and making a tangible impact. Keyrus offers numerous opportunities to acquire new consulting and technical skills and a unique chance to be part of a fast-growing Practice to take your career to the next step. Responsibilities of the Enterprise Planning Consultant include: • Support technical leaders throughout requirements gathering and design phases, take notes during client interviews and meetings, and develop relevant questions to understand client business details., • Configure and deploy Anaplan solutions, ensuring that they meet client needs and are delivered on time and within budget., • Contribute to the configuration of EPM software and assist with system testing., • Resolve and articulate technical issues confidently through debugging, research, and investigation and assist with production support issues as required., • Assist with configuration reviews to provide useful feedback and be open to receive and implement feedback received from project team and leadership., • Maintain client focus and demonstrate ownership on tasks under your responsibility and ensure applicable deadlines are reached., • Convey understanding of the "why" behind business requirements., • Understand your role on the project and team, and meet project priorities, scope, timeline, goals, and key milestones., • Create and maintain documentation for EPM solutions, including user guides, technical specifications, and training materials., • Assist in the development and delivery of training programs for end-users., • Deliver demonstrations to audiences ranging from executives to business users., • Stay up to date with Anaplan platform releases and feature updates, and best practices within the industry and pursue or maintain required and recommended certifications., • Maintain effective working relationships with team members and understand how to engage with the client appropriately., • Demonstrate and continue to develop strong written, verbal, and interpersonal communication skills., • Background in business / financial / multi-dimensional modeling, data analytics, business intelligence, or consulting., • Demonstrated analytical and problem‐solving skills., • Proven experience working with Anaplan, including the design, implementation, and optimization of Anaplan models, and associated certifications., • Effective written, verbal, and interpersonal communication skills., • Demonstrated organizational, prioritization, and time management skills., • Bachelor’s degree in Business, Finance, Economics, Information Management and Technology, Engineering, or related field and equivalent experience, • Flexibility to adapt to changing project requirements and client needs., • Strong Microsoft Excel abilities., • Interest/willingness to work on global teams and working with clients from around the workd on a project-by-project basis., • Experience implementing Performance Management Solutions using one of the of the following technologies: IBM TM1/PA, Oracle Hyperion, SAP SAC, Tagetik, Board, Pigment, OneStream., • Prior experience working on business functions – finance or sales or operations., • Knowledge about data integration tools (Informatica, SnapLogic, Oracle Data Integrator (ODI))., • Demonstrated working knowledge of Relational Database Management Systems (RDBMS) – SQL, ANSI SQL, MySQL, PL/SQL in Oracle, PartiQL in AWS, SAS., • Fluent in Spanish and/or Portuguese. About Keyrus - Keyrus is a global consultancy with more than 3,500 employees that develops data and digital solutions for performance management. Its enterprise performance management (EPM) practice includes 175+ colleagues across 18 countries on five continents, with more than 200 Anaplan successful clients across 30 countries. An end-to-end services partner, its international team of consultants and experts helps clients drive transformational change and maximize value capture and creation. Accredited as a Solution Advisory & Delivery Partner under Anaplan’s Partner Accelerate program, Keyrus has demonstrated Anaplan expertise across industries such as financial & business services, technology, media and telecom, manufacturing, and consumer goods, as well as for business functions including finance, sales and marketing, supply chain and operations, and HR. Translating experience into innovative planning solutions, Keyrus has delivered compelling workforce planning solutions on the Anaplan platform, including contact center planning, operational workforce planning, and strategic workforce planning for several of the largest companies in the Americas.

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. A digital leader or growing disruptor, everyone must transform themselves to maintain their advantage. Our Technology Business Unit supports clients through digital, operations and organizational transformation adapted to their culture and working methods. We help clients strategize and scale leveraging deep expertise and solutions in compliance and risk management, strategic technology partnerships, data science, operations and business analysis and mergers and acquisitions. Job Description Our rapidly growing Management consulting firm is seeking a highly skilled Senior Consultant with deep expertise in Financial Crimes, Anti–Money Laundering (AML), Know Your Customer (KYC), and Compliance Analytics. The ideal candidate will play a key role within our emerging Regulatory Technology (RegTech) practice, which partners closely with our Risk & Compliance Advisory team to design, test, and optimize cutting-edge regulatory and compliance solutions for clients across Technology and Fintech industries. This role will focus on supporting clients in mitigating financial crime risk by leveraging data-driven insights, regulatory frameworks, and advanced analytical tools. Senior Consultants will work with large, complex datasets to identify trends and anomalies, enhance monitoring systems, and ensure that compliance programs are both effective and efficient. You will have the opportunity to collaborate with top-tier Technology clients —helping them detect, prevent, and respond to financial crime risks using data, technology, and regulatory expertise. Key Responsibilities • Partner with clients to assess and enhance their financial crime compliance frameworks, including AML, KYC, sanctions screening, transaction monitoring, and fraud prevention., • Develop and execute advanced SQL queries to extract, transform, and analyze large datasets related to customer due diligence, suspicious activity monitoring, and regulatory reporting., • Support model calibration, validation, and tuning for financial crime detection and compliance monitoring systems, • Leverage data analytics tools (e.g., Python, Tableau, Power BI, Alteryx) to identify risk patterns, gaps, and control deficiencies across compliance programs, • Design and implement data governance and quality control processes to ensure the integrity and consistency of compliance data, • Collaborate with technology, legal, and compliance stakeholders to develop and enhance end-to-end financial crime management systems, • Create and maintain methodologies, documentation, and dashboards for ongoing monitoring, reporting, and model performance assessment, • Stay abreast of emerging regulations, typologies, and industry trends in financial crimes, AML, and RegTech innovation, • Provide actionable recommendations to improve operational efficiency, risk mitigation, and regulatory compliance outcomes Qualifications Required • Bachelor’s degree required; MBA or Master’s preferred in Business, Finance, Data Analytics, or related field, • Proficiency in data analytics tools and programming languages (SQL, Python, R, SAS), • Experience with data visualization platforms (Tableau, Power BI, Qlik), • Fintech, Technology, or Financial Services Consulting (required), • 5+ years of experience in one or more of the following areas:, • AML / Financial Crimes Compliance, • KYC / Customer Due Diligence, • Transaction Monitoring / Sanctions Screening, • Regulatory Technology or Data Analytics in a compliance context, • Deep understanding of financial crimes regulations (Bank Secrecy Act, USA PATRIOT Act, OFAC sanctions, FinCEN requirements and/or equivalent international standards), • Knowledge of typologies and red flags associated with money laundering, terrorist financing, and fraud, • Proven ability to analyze complex datasets and translate findings into strategic recommendations, • Familiarity with transaction monitoring systems (Actimize, SAS AML, Fiserv, etc.), • Strong understanding of relational databases and data warehousing concepts, • Experience with machine learning and predictive modeling techniques is a plus, • Understanding of regulatory expectations for model risk management and model validation, • Experience working with regulatory agencies, • Knowledge of emerging technologies in financial crimes (AI/ML, blockchain analytics, network analysis), • Experience with cloud platforms (AWS, Azure, GCP), • Familiarity with Agile methodologies and DevOps practices Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. * Annual base salary starting at $122,000, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan, 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H1-B visa, F-1/OPT) or STEM OPT, TN, etc). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job Description This is a hybrid role (3x / week) in our NYC office. Pinwheel - Building the future of financial services in partnership with the biggest brands "I love my banking app!" said no one, ever. Pinwheel is on a mission to change that. We believe banks and financial service providers represent the greatest opportunity to build 10x better experiences, especially in the AI age. We're building the next generation of financial products alongside some of the biggest names in the market including Robinhood, DoorDash, Credit Karma, Amex, Discover, Intuit, Acorns, Visa and more. If you're excited by the idea of having your work touch and impact the lives of hundreds of millions of consumers, Pinwheel is the place for you. If you get stoked about building products alongside the biggest brands in the world, Pinwheel is the place for you. If you want to join a scrappy, hustling team that is obsessed with defining the future of financial services, Pinwheel is the place for you! Pinwheel has raised $77M from top-tier investors such as Coatue, Notable, First Round, Upfront, Primary, American Express, Franklin Templeton, Indeed, Semper Virens and more. Who are we looking for? Pinwheel is searching for a Solutions Engineer who loves diving into technical puzzles just as much as partnering with customers. If you thrive at the intersection of APIs and real-world business needs, get energized by crafting clean, elegant solutions, and enjoy teaming up with Sales to win big deals, you'll feel right at home here. You'll be the technical translator, the implementation guide, and the trusted advisor who helps prospects understand exactly how Pinwheel's platform can power their vision. What will you be doing? • Serve as the technical point of contact for prospects throughout the sales cycles and conduct detailed product demonstrations, • Partner with Account Executives to win strategic deals and drive revenue, • Act as a technical consultant to potential clients, addressing their technical queries and concerns, and design specific solutions that meet the needs of customers, • Maintain a deep technical understanding of the Pinwheel platform, • Help translate prospect feedback into meaningful product insights. Operate cross-functionally to drive customer requests and competitive product ideas, ensuring Pinwheel is a best-in-class platform, • Scope and execute proof of concept projects in conjunction with the customer success team, ensuring clear alignment with customers on success criteria and driving toward successful outcomes, • Act as the primary owner of RFP responses, • Partner with internal teams on security due diligence for late-stage dealsWhat skills are necessary?, • 3-5 years' experience in Solutions Engineering or Sales Engineering in a B2B SaaS business, • Experience working with customers of varying sizes, including SMB and Enterprise (experience with traditional banks, fintechs, and banking platforms a plus), • Passion for and demonstrated experience in understanding complex systems (APIs, database, etc.), and finding solutions to technical problems, • Excellent communication and interpersonal skills and the desire to work in a client-facing role, • Demonstrable track record of being scrappy, and finding creative solutions to tough, ambiguous problems Why join Pinwheel? Best time to join - Our company is small but well-funded, meaning you are joining at a time where you can impact and shape the company. Be a cultural builder - You will have an active hand in molding the company culture and being a part of the entrepreneurial journey. Build Something Revolutionary - Help build the consumer data infrastructure of the future. Belong - Join a community that is passionate and relentless about building fairer financial systems for all. Benefits included: • Great compensation & equity packages, • Full medical, dental, and vision benefits, • Life & short-term disability insurance, • Unlimited vacation, • Paid parental leave, • 401k for retirement planning, • Mentorship opportunities, • Free Citibike membership The expected cash salary range for this role is $125,000 - $150,000 base, with OTE of $155,000 - $187,000 Diversity & Inclusion at Pinwheel At Pinwheel, we are committed to building an environment that is diverse and inclusive. We believe that having people across different backgrounds, experiences, abilities, and perspectives enables us not only to build the best financial products, but to help us realize the best versions of ourselves. Pinwheel is an equal opportunity employer, and we aim to be an open and supportive place to work.

Job Description Position: Senior Director of Finance Department: Finance Reports to: Chief Operating Officer (COO) Categorization: Hybrid In-Person Status: Full-time Exempt Start Date: February 2026 The Organization Since 2003, The Opportunity Network (OppNet) has ignited the drive, curiosity, and agency of students from under-resourced communities, who are first-generation college students on their paths to and through college and into thriving careers. This year, OppNet will reach more than 10,000 students of color nationwide to support them in achieving their college and career goals. All of the work OppNet leads is in service of realizing our vision of a nation connected through vibrant communities and networks actively in pursuit of a nation where all young people can freely create their path to enduring success that honors their passions, ambitions, and full identities. The Job The Opportunity Network seeks a Senior Director of Finance to oversee all financial management, including accounting duties, and to advise and steward the organization on areas of financial health and sustainability. This position will develop processes and protocols for all finance-related transactions. The Senior Director of Finance will be responsible for reviewing and analyzing all aspects of internal and external financial reporting, as well as the full scope of budgets and internal system reports. This position will lead in maintaining a culture of compliance, ethics, and integrity, while maintaining strong internal controls and complying with GAAP and other professional standards. The Senior Director of Finance will report to the Chief Operating Officer (COO) and be a strategic thought partner to the Chief Executive Officer (CEO) and Chief Development Officer (CDO). The successful candidate will be a hands-on and participative manager who will lead and develop the Finance team to support finance, business planning, budgeting, and administration. In addition, they will collaborate cross-functionally with teams, with emphasis on Operations, People and Culture, and Development. The Senior Director of Finance will directly supervise the Assistant Director of Finance and Grants Administration. About You The ideal candidate will be a strategic and mission-driven finance leader with extensive experience overseeing financial management, budgeting, and compliance for nonprofit organizations. They must have a proven track record in collaborating with cross-functional teams, optimizing resource allocation, and ensuring transparency for stakeholders, funders, and boards of directors. Their expertise would include: designing and executing financial plans that support program growth and long-term sustainability; reporting, budgeting and forecasting, and advising leadership on financial trends and risks; implementing strong internal controls, overseeing audits, and ensuring compliance with Generally Accepted Accounting Principles (GAAP) and nonprofit regulatory standards; and partnering with executive leadership and boards to translate financial insights into strategic decisions; mentoring finance teams to build capacity and efficiency. What You Will Be DoingFinancial Management (60%) The Senior Director of Finance will maintain knowledge of Generally Accepted Accounting Principles (GAAP) and statutory accounting principles, and stay current with changes in accounting regulations for reporting and compliance. The SDF will collaborate with the CEO, the Enterprise Leadership team, and the board to ensure effective financial management across departments. * Analyze and present financial reports accurately and on time; clearly communicate monthly and annual financial statements; and oversee all financial, project/program, and grants accounting. * Coordinate and lead the annual audit process, liaise with external auditors and the finance committee of the board of directors, and assess any necessary changes. * Oversee and lead the annual budgeting and planning process in conjunction with budgeting managers; administer and review all financial plans and budgets; monitor progress and changes; and keep the Enterprise Leadership Team (ELT) abreast of the organization’s financial status. * Produce financial models and scenarios that support sound institutional decision-making for the ELT. * Manage organizational cash flow and forecasting. * Effectively communicate and present the critical financial matters to the board of directors. * Implement a robust contracts management and financial management/reporting system; ensure that the contract billing and collection schedule is adhered to, and that financial data and cash flow are steady, supporting operational requirements. * Oversee the finance team in updating and implementing all necessary business policies and accounting practices; lead the team in improving the finance department’s overall policy and procedure manual. * Along with the finance team, maintain relationships with financial institutions providing services to the organization (banks, investment firm, accounting firm, insurance companies, etc.) and assist the Board/Board Treasurer//CEO as needed * Work closely and transparently with all external partners, including third-party vendors and consultants. Cross-Departmental Consultation and Leadership (25%) Operations * Collaborate with the Operations team to evaluate, select, and bind corporate insurance policies, ensuring proper liability coverage (D&O, cybersecurity, etc.). * Collaborate with the Operations team to determine and manage administrative budget line items, which include IT expenses, travel, food, supplies, staff appreciation, etc. People & Culture * Collaborate with the People and Culture team to evaluate, select, and administer employee benefit policies. * Manage the organization’s 403b plan with the plan administrator and the pension consultant. Development * Collaborate with the Development team to reconcile the timing and receipt of projected revenue. * Collate financial reporting materials for all donor segments, resulting in accurate internal and external reporting Organizational Learning, Development, and Program Reflection (15%): * Participate in organization-wide learning sessions, working groups, and optional affinity groups. * Attend weekly team meetings, All Hands meetings, All Staff meetings, team retreats, and annual institution-wide retreat. Who we are looking for * Significant experience in progressive financial leadership, preferably in a non-profit or social justice organization; * At least 8 years of demonstrated experience in managing organizational budgets of at least $10M, including grant-funded activities; * Strong knowledge of GAAP and nonprofit accounting standards; * Advanced Excel skills and experience in building and managing financial software systems such as QuickBooks, Bill.com, Expensify, Salesforce, and ADP Workforce Now; * Experience working closely with senior management and Boards, and ideally in a multi-cultural and multi-ethnic work environment; * Proven ability to uphold high standards of performance for themselves and their team with a strategic and problem-solving vision while upholding the highest standards of financial and regulatory compliance; * A solid sense of judgment with the ability to navigate complex financial and organizational decisions with integrity and discretion; * Strong analytical and problem-solving skills with the capacity to adapt to changing priorities; * The ability to translate complex financial information to diverse audiences in an accessible manner. * Degrees in accounting, business, or nonprofit management are a plus. * Strong people and organizational management skills, with a track record of developing strong and engaged performers and coaching others on how to motivate and inspire teams; * Strong proficiency in Google Suite (Docs, Sheets, Slides, Gmail) and Dropbox; and * A demonstrated commitment to social, racial, and economic justice. Requirements to Work for OppNet * HYBRID IN-PERSON. Job responsibilities require regular scheduled and ad hoc physical presence with NYC-based OppNet stakeholders. * OppNet requires that all employees are fully vaccinated against COVID-19, including new hires, unless an exemption has been approved. Salary and Benefits We take a thoughtful and deliberate approach to generating salary offers that take into account previous work experience, the role you’re entering into, and fairness within OppNet. Fairness is important to us and it is critical that our compensation approach ensures fairness across the organization. Hence, we make every effort to make our first offer our best offer because we want to demonstrate that we value you and your work from day one. The hiring salary range for this role is $108,896 – $123,000 and will be commensurate with experience. At OppNet, eligible employees can enjoy a comprehensive benefits package that includes medical coverage (health, dental, and vision), an HRA, Flexible Spending Account, family leave (up to 100% coverage for twelve weeks), life insurance, and retirement benefits. Full-time employees can participate in our 403(b) retirement benefit program. Additionally, we offer generous time off from work (through a combination of vacation, sick, and holidays). Application Instructions Please use this link to submit a resume and cover letter outlining how your professional background and experience relate specifically to the responsibilities and qualifications listed above, salary requirements, and earliest available start date. Do you meet some but not all of our qualifications? OppNet is an equal-opportunity employer. Even if you may not meet every qualification listed, we strongly encourage you to apply without hesitation. If you believe in our organization's mission and feel confident in your potential to excel at OppNet, we warmly welcome your application. Our commitment lies in considering a wide range of candidates, and valuing various workplace experiences and backgrounds. Whether you are new to the non-profit sector, returning to work after a break, considering a career change, or taking the next step in your professional journey, we are excited to hear from you! We recognize that multifarious teams make the strongest teams, and we encourage people from all backgrounds to apply.

Job Description Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today! Compensation: $60,000 - $90,000 at plan annually Responsibilities: • Develop strong relationships within local communities, • Engage in a top-notch training program within the financial services industry, • Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives, • Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects, • Devise sustainable financial solutions tailored to clients' long-term needs, • Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestionsQualifications:, • Excellent communicator who is willing to provide great client service, • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary, • Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed, • Preferred Bachelor’s degree, but not required, • FINRA licenses are a plus, but not required Traits of our most successful associates: • Enterprising, • Strong work ethic, • Desire to help people, • Positive attitude, • IntegrityAbout Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24

Flushing Bank – Financial Consultant – Investment Services. As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.

Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. As a Financial Consultant Retirement Plan Advisory Team (RPAT), you will be part of our growing Empowe

Financial Consultant - Investment Services Brooklyn, NY, USA Job Description Posted Tuesday, November 4, 2025 at 5:00 AM Flushing Bank - Financial Consultant - Investment Services Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated t

Job DescriptionSalary: 100,000$ - 160,000$ Social media is being manipulated by bad actors, damaging the reputations of brands and individuals, spreading fake news and consumer hate. Cyabras technology filters through social conversations to empower brands and government agencies to uncover disinformation and discern peoples real sentiments online. Our platform empowers decision-makers with the clarity they need to protect their reputation, strengthen engagement, and make smarter strategic choices. ABOUT THE ROLE Were looking for a highly analytical, independent, and solution-oriented Customer Success Manager (CSM) to support and grow a portfolio of clients across the private sector, with a strong focus on brands, and Marketing/ PR agencies. This role goes beyond traditional account management - youll act as a strategic partner & consultant, helping clients extract actionable insights, optimize campaigns, and maximize the value of Cyabras platform. Youll collaborate across Cyabras Sales, Product, Support, and Marketing teams to ensure every customer interaction is a value-add experience. The ideal candidate is proactive, data-savvy, and deeply curious - excited by the idea of working at the intersection of technology, intelligence, and social impact. This is an exciting opportunity for someone eager to combine customer-facing expertise with strategic, technical, and creative thinking in a fast-paced New York environment. RESPONSIBILITIES: • Lead onboarding and training sessions, ensuring clients quickly realize value from the platform., • Analyze and interpret data to surface actionable insights and deliver measurable impact on brand reputation, campaign performance, and audience engagement., • Build trusted relationships with senior stakeholders through regular business reviews, strategic planning sessions, and thought partnership., • Drive adoption and engagement by proactively identifying opportunities and creative solutions for client challenges., • Mediate and resolve customer issues with a structured, solution-focused approach., • Collaborate with Sales, Product, and Marketing teams to ensure client feedback translates into product improvements., • Create scalable resources, playbooks, and processes to elevate the customer journey., • 3+ years in Customer Success or related roles at a SaaS company., • Proven experience working with brands, marketing teams, and/or PR agencies., • Strong analytical skills with the ability to interpret and present data in a compelling, business-oriented way., • Excellent interpersonal & communication skills (consultative, empathetic, persuasive)., • Independent, resourceful, and proactive with a solution-solving mindset., • Comfortable with CRMs (HubSpot), Excel/Google Sheets, and presentation tools., • Based in New York greater area with willingness to travel, meet clients in person, and attend industry events., • Strong ownership mentality, with the drive to scale impact & grow with the company.

Job DescriptionAbout Morning Consult:Morning Consult is a global decision intelligence company changing how modern leaders make smarter, faster, better decisions. The company pairs its proprietary high-frequency data with applied artificial intelligence to better inform decisions on what people think and how they will act. This role is available in any of our office locations (Washington, DC; New York, NY; Chicago, IL) or can be based remotely. Our award-winning and modern, open concept offices are located in Washington, DC, Chicago, IL and New York, NY. All three offices are accessible by public transportation and in close proximity to great restaurants and shopping. Join us in the office for catered lunch on Tuesdays, Wednesdays and Thursdays or grab a beverage from the fridge for an impromptu after-work happy hour! The Role:Morning Consult is seeking a client-obsessed, strategic Associate Director, Client Strategy to serve as a trusted advisor to our financial services, private equity, banking, and fintech clients. Reporting to the Director, Client Strategy, you will play a pivotal role in helping clients leverage consumer and economic sentiment data from our MC Intelligence platform to inform critical business decisions. You are passionate about consulting, thrive on solving complex business challenges, and are energized by working directly with senior client stakeholders. You have a deep understanding of how data and insights can drive business strategy, and you are relentless in your pursuit of client success. You are constantly monitoring the news cycle and market trends, and you excel at connecting these insights to actionable recommendations for clients. The Customer Success Team at Morning Consult:Customer Success team members are experts in the Morning Consult Intelligence products and partner closely with our clients to help them leverage the platform to address critical business needs and goals. Our mission is to drive customer engagement, retention, and expansion by helping clients best leverage their subscriptions to Morning Consult’s syndicated solutions.What You’ll Be Working On: • Serve as a primary strategic consultant and point of contact for a portfolio of financial services, private equity, banking, and fintech clients, ensuring they maximize the value of Morning Consult’s data and insights., • Lead client engagements, including onboarding, business reviews, and ongoing strategic advisory sessions, with a focus on tying consumer sentiment data to client business objectives., • Develop and deliver tailored recommendations that help clients navigate market shifts, manage risk, and capitalize on emerging opportunities., • Build and maintain strong, senior-level client relationships, acting as a trusted advisor and thought partner., • Proactively monitor news, industry developments, and consumer sentiment data to surface timely, relevant insights for clients., • Collaborate cross-functionally with Account Management, Sales, Product, and Research teams to deliver seamless client experiences and support account growth., • Represent Morning Consult in client meetings, industry events, and thought leadership opportunities., • Support process improvements and best practices for client strategy delivery, ensuring operational excellence., • Perform such other tasks and duties as may be required or assigned from time to time in the Company’s discretion.About You and What You’ve Done:, • 8+ years of experience in client relationship management. Experience in financial services, private equity, banking, and fintech is preferred., • 3+ years of experience in strategy consulting or financial services, with a strong track record of supporting Fortune 500 clients., • Deep expertise in leveraging data, news, and market trends to inform client business decisions., • Passion for news, current events, and understanding consumer sentiment., • Exceptional communication, presentation, and relationship-building skills, with experience engaging senior executives., • Proven ability to deliver actionable insights and strategic recommendations in fast-paced, client-facing environments., • Experience collaborating cross-functionally and driving client outcomes., • Bachelor’s degree or equivalent combination of education and experience. #LIRemote MORNING CONSULT PRIVACY POLICY We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

As a Senior Salesforce Consultant - Financial Services at Plative, the individual selected will be advising and implementing Salesforce solutions for our portfolio of Financial Services clients. Responsibilities Include: * Liaise with Financial Services clients on an ongoing basis to maintain and d

Investment Consultant Relationship Manager.Location: New York, NY (4-5 Days In to start and then will transition to 3 days in office).Full-Time | Salary Range: $200,000 - 230,000.This strategic leader will work closely with senior management to influence the companys financial direction while foste

The Franchise Business Consultant (FBC) provides consultation services and support to assigned franchisees in the Five Critical Outcome areas of customer service, revenue growth, profitability, management growth, and staff development. Assist franchises with reviewing financial Key Performance Metri

As a Project Managing Consultant in Guidehouse's Commercial Financial Services practice, you will leverage your subject matter expertise to drive results as an individual contributor.

Solid understanding of Workday integration design, integration frameworks, data conversion concepts, and Workday business processes for Financials. Minimum 4 recent years in Workday integrations and administration focused mainly on Workday Financials (Finance-focused profiles preferred; strong HCM i

We currently have an opportunity for you to join our Insurance Tax practice as a Captive Insurance Consultant (Manager), focusing on captive insurance tax engagements. Tax - Global Compliance & Reporting Insurance - Financial Services Organization - Captive Insurance Consultant (Manager). You will o

As a Project Managing Consultant in Guidehouse's Commercial Financial Services practice, you will leverage your subject matter expertise to drive results as an individual contributor. What You Will Need:*** Bachelors degree* 5+ years of experience in the banking industry or commercial financial serv

The Portfolio Overlay Consultant role will report to the Head of Future Growth Distribution and be responsible for driving sales across the retail wealth management space. Demonstrate an expertise in wealthtech technology solutions including financial planning platforms, middleware and asset managem

Our client, a top-tier management consulting firm, has partnered with a leading Financial Services provider and is seeking an experienced Compliance Advisory Consultant to support its Global Markets Regulatory Compliance Advisory team. Compliance Advisory Consultant.

As a Financial Wellness Consultant, you will be responsible for working directly with clients to develop and drive a financial wellness program aligned with organizational goals and objectives. As a Financial Wellness Consultant, within PNC's Organizational Financial Wellness, you will be primarily

Prudential Annuities, a division within Prudentials Individual Retirement Strategies Group, is currently seeking a sales professional to join its growing team as an Inbound Sales Consultant. In this fast-paced, constantly changing role, you will help financial professionals solve their day-to-day pr

Job Description Elevate your career, perform when it counts: become part of our global financial consulting evolution! Your role: Zanders specializes in treasury & risk management solutions, and with the growing number of projects and expansion plans, we are looking to hire someone who has the ambition not only to further grow in corporate treasury and technology solutions, but also to contribute to the development of our capabilities in the USA and wider, global team. We are looking for a candidate with a strong core treasury knowledge and proven experience in implementing and configuring Kyriba. In this position you will be joining a team of dynamic, experienced Consultants, who operate collaboratively to share knowledge and work at the highest standards to deliver to our clients. You will be involved in project work, business development and other activities including personalized trainings, to help you grow. Key Responsibilities: • Contribute in end-to-end Kyriba implementation projects - project scoping, planning, design, configuration, testing and go-live., • Provide support to clients during the implementation, understanding their treasury management requirements, advising on best practices, and ensuring solutions provided align with their needs and objectives., • Being part of cross-functional teams, including technical, functional, and clients' resources, to ensure smooth and timely execution of project deliverables., • Updating stakeholders on project status, timelines, risks, and deliverables, ensuring transparency and proactive issue management., • Advising clients surrounding their treasury technology solutions. This could include re-defining current technology practises, vendor selection and implementation of treasury technology solutions., • Identifying new business/project opportunities both locally and internationally., • Playing a part in commercial activities such as presentations, RFP’s, events and networking., • Minimum 3-5 years of engagement in implementation of Kyriba Treasury Management System and other related tools such as SWIFT, trading portals and market data providers., • Knowledge in Treasury & Risk Management, Cash Management, Treasury Management Systems, In-House Banking, Payment Factories, Bank Connectivity., • Extremely client focused and experienced in resolving challenging problems and creating practical solutions., • Strong team player with experience in project management and/or leading projects., • Relevant professional qualifications including a Bachelors or Masters., • Background from a consulting environment is advantageous., • Business fluent (or native) English is required., • Willingness to travel to locations as needed for project engagement. We offer: • A flexible work environment, that promotes a healthy work-life balance,, • Participation in the Zanders bonus scheme,, • 30 holiday days,, • An enhanced Safe Harbor plan,, • Excellent health, dental- and vision insurance., • A laptop and an iPhone,, • An entrepreneurial culture that values personal development, with ample room for initiatives,, • Expertise in your chosen field, building skills rapidly alongside diverse clients and consultants,, • A truly collegiate environment with enthusiastic and helpful colleagues, fostering career excellence in Treasury, Risk or Technology, We are a global financial consulting firm focused on Treasury, Risk and Technology. From our HQ in the Netherlands, we have been expanding our presence in Europe, UK, USA, and Asia. For 30 years we have been providing innovative solutions embracing the latest technological advancements to multinational corporations, financial institutions, public sector entities and NGOs. We go beyond conventional boundaries, delving into new market segments to uncover untapped opportunities. As pioneers in Environmental, Social, and Governance (ESG) principles and practices, we support our clients to achieve their ESG goals. At Zanders we invest in our people for an inclusive atmosphere, where freedom, fun, and collaboration are pivotal and set us apart, defining our success. We believe that diversity, equity, and inclusion (DE&I) are essential to establish a strong and sustainable business, fostering a culture that values and respects diversity in all forms. Zanders is not just a workplace – it is a supportive community. We invite those who share our passion for collaboration, growth, and positive impact to join us on this journey. If you're in search of a workplace which nurtures personal and professional development, Zanders is the perfect fit for you. Join us as we continue to shape the future of consultancy, making a meaningful impact in the world of Treasury, Risk, and Technology! By applying for a role at Zanders, you give us approval to use and retain your personal details. Considering Zanders’ nature of enterprise, you are expected to behave to a high moral standard. A Pre-Employment Screening (PES) by a third party is part of the application process.

Job Description Vertical Relevance is looking for a Project Manager/ Management Consultant, to join our team as a full-time employee and work remotely. As a Project Manager/ Management Consultant, you will implement solutions as part of a team for customer engagements. This role requires strong teamwork, communication, patience and organization skills needed to drive customer success. At Vertical Relevance we deliver with excellence through teamwork, automating everything, constantly learning and taking ownership for the outcomes our customers experience. Are you ready to join the team? Role Overview * Position: Full-Time Remote Project Manager * Industry Focus: Financial Services (Banking and Compliance). * Mission: Deliver transformation programs across people, processes, and workflows. Responsibilities * Lead and implement solutions for customer engagements. * Drive success through teamwork, automation, learning, and ownership. * Communicate effectively across all levels of management. * Manage multiple priorities and deliverables independently. Requirements Experience: • 10+ years in Project Management, Banking, Risk, Regulatory Compliance, Audit, Governance, or related roles., • 5+ years in financial services, Banking, or related areas., • 5+ years in as a Management Consultant or Consultant., • 2+ year in management or supervisory/project leadership, and client facing engagements. Skills: Strong business process knowledge (Risk, Treasury, Payments, Banking Compliance, Finance). * Excellent verbal and written communication. * Proficiency in MS Office, MS Project, and especially PowerPoint. * Familiarity with OCC rules and banking regulations (preferred). Company Ethos * Values: Excellence, teamwork, automation, continuous learning, ownership. * Services: Strategy, design, implementation, training. * Team: Average 20+ years of industry experience. Vertical Relevance differentiates itself with over 20+ years of experience in the business advisory space. We understand the unique business problems Financial Services Institutions face on a daily basis. Vertical Relevance works for and with your company, ensuring our custom solutions and implementation approaches work within your unique culture and objectives. Our expertise in financial services allows us to turn concepts into realities through a multifaceted approach, involving end-to-end scope and scheduling, cost and quality assurance, and benchmark assessments. Agility in anticipating obstacles allows us to develop modern solutions to modern problems arising in the fast-paced convergence of industries today. We amplify your internal capabilities by improving organizational and professional management, data collection, and business strategy to help you capitalize on new opportunities. Powered by JazzHR Fmasv09Pdw

Job Description About the team Our global Private Equity team is a core part of our business. We have been partnering with leading funds of all sizes across the globe for the past 15 years, assisting them with hiring strategic, transformation and M&A talent into their own teams (both investment and operations) and the management teams of their portfolio companies. We have developed a market-leading proposition which is capable of delivering a top tier service to clients who return to us time and time again to deliver on the appointments which are most important to them and the companies they own. Our Private Equity team in the US is one of the fastest growing areas of our business with a record breaking performance in 2022. About the Role The Senior/Principal Consultant level role is a senior position within our business responsible for driving the growth of our business through their own professional development and success. We understand that some recruiters thrive on operating in a full 360 role, whereas others prefer to focus their talents on pursuing a path focused purely on the candidate experience, or winning new business. Here at The Barton Partnership, we offer our people the opportunity to pursue all of these career paths, at all levels. Consultants use their rounded recruitment toolkit and knowledge to engage with our market. Maintaining a strong knowledge base and ever expanding and evolving network. What you will do The specifics will differ depending on your individual focus, but typically our Senior/Principal Consultants are responsible for some, or all of the following: • Using diverse and creative methods to identify, contact and build relationships with an ever-expanding candidate network., • Building a wide network of clients within their chosen area and sector(s) of expertise, • Managing thorough, efficient, and timely interview processes on behalf of their clients. Providing insight to their clients to ensure these are appropriate., • Managing offer processes – always in a consultative manner, • Being a true expert in their field, • Always focusing on the candidate’s experience. Ensuring this is the best it can possibly be., • Taking a smart and proactive approach to identifying and executing on new business opportunities, • Working collaboratively with colleagues to introduce alternative services we offer to our clients., • Having their say on the evolution and growth of our business, • Previous experience recruiting in the Private Equity sector with a strong track record., • The ability to engage with top tier professional individuals and provide true advice and guidance to both candidates and clients, • Strong business and commercial acumen, • Comfort operating in a fast-paced environment and delivering against deadlines., • A collaborative approach to working with colleagues, candidates, and clients., • An ambition to develop and grow your career in an environment that rewards success and ambition Having been founded in 2007, The Barton Partnership has established itself as the pre-eminent and a multi award-winning, niche, executive recruitment firm providing permanent search and independent consulting services across all aspects of Strategy & M&A, Digital, Data & Analytics, ESG & Sustainability, and Transformation & Change. We have offices in London, New York, Chicago, Paris, Singapore, and Hong Kong. Our clients include FTSE listed and Fortune 500 companies across all sectors/industries; SMEs, Strategic, Innovation & Management Consulting firms (large and boutique), Global Financial Services, Private Equity and Venture Capital organisations. Our network represents talent from Analyst to Partner/MD level across all disciplines and sectors associated with Strategy & M&A, Digital, Data & Analytics, ESG & Sustainability, and Transformation & Change. Our independent consulting business provides clients with individuals and teams for business-critical projects across Europe, North America and AsiaPac. We maintain a curated global network of more than 5,000 independent Consultants, and in 2022 we ranked Gold for Consulting Networks in the UK’s Leading Management Consultants report by the Financial Times. The key to our success lies in the experienced talent we have acquired ourselves. Our team consists of industry veterans and former tier-one strategy consultants working alongside sector-specialised experienced recruiters, which gives us a clear and distinct advantage in understanding the needs of the people we work with, whether you are an employer seeking new talent or an individual looking for a career change. TBP is proud to be an equal opportunities employer. We believe that diversity and inclusion among our colleagues is critical to our success as a global organisation. Employment at TBP is based solely on a person’s merit and qualifications directly related to professional competence. We do not discriminate against any employee or applicant because of age, race, disability, sex, gender reassignment, sexual orientation, pregnancy, maternity, race, religion or belief, marriage and civil partnerships. Powered by JazzHR kUw56XnHjI