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Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description Job Title: Collections Manager Location: New York, NY 10019 Salary/Payrate: $150K-$165K annually plus a performance-based bonus and AWESOME benefits!!! Work Environment: Hybrid (#2 of days WFH) Term: Permanent / Fulltime Bachelor’s degree required: Yes / No Referral Fee: AMS will pay $1,000 should the person you refer gets hired Job Description: Our client, an AmLaw 100 firm, is looking to hire a Collections Manager at their offices in midtown New York City, 10019. This is a full time, direct hire role paying an annual base salary of $150K to $165K plus a performance-based bonus and excellent benefits plan. The Collections Manager is responsible for managing the day‑to‑day operations of the Collections function, including oversight of assigned portfolios and leadership of Collections Supervisors and assigned Collectors. This role ensures the effective execution of collection strategies, timely follow‑up on outstanding receivables, and consistent adherence to firm policies, client billing terms, and outside counsel guidelines. Reporting to and working closely with the Senior Manager of Collections, the Collections Manager plays a key role in advancing strategic collections objectives, improving the firm’s cash cycle, and supporting firmwide initiatives. The position partners closely with Billing, Revenue Management, Client Operations, E‑Billing, and Partners to drive cash flow, reduce aging, resolve disputes, and support the firm’s overall financial objectives. Responsibilities Day‑to‑Day Collections Operations • Oversee daily collections activity across assigned portfolios, ensuring consistent and timely follow‑up on outstanding accounts receivable, • Monitor AR aging, dispute status, unapplied cash, and collection documentation to ensure accuracy and prompt resolution, • Ensure collection efforts align with client billing terms, outside counsel guidelines, and firm policies, • Manage escalation and resolution of complex, sensitive, or high‑risk collection matters, • Maintain operational discipline around call cycles, dunning activity, and partner engagement AR Operations & Cash Management • Directly manage AR operations and the cash application function, including workflow oversight, prioritization, and quality control, • Ensure timely and accurate application of client payments and maintain the integrity of AR balances, • Oversee day‑to‑day AR Operations staff, including assignment of work, performance management, coaching, and development, • Establish and monitor operational controls to ensure accuracy, compliance, and consistency across AR processes, • Serve as the escalation point for AR and cash application issues impacting collections, billing, or client satisfaction Team Leadership & Supervision • Directly manage Collections Supervisors and/or Collectors, providing oversight, direction, and performance management, • Set daily and weekly priorities, balancing tactical execution with strategic initiatives and firmwide deadlines, • Review individual and team performance against key metrics, including aging, collections results, dispute resolution, and follow‑up compliance, • Provide ongoing coaching, mentoring, and training to strengthen collection effectiveness and professional communication, • Support onboarding and development of new team members Partner & Stakeholder Collaboration • Support Partners, Practice Groups, and relationship attorneys on collection strategies and client communications, • Partner closely with Billing, E‑Billing, Client Operations, and Revenue Management to resolve billing and process issues impacting collections and cash flow, • Coordinate with Finance and senior leadership on high‑risk accounts, write‑offs, and reserve considerations, • Prepare clear, concise status updates and reporting for the Senior Manager of Collections and senior leadership Process, Controls & Continuous Improvement • Ensure collection activity and outcomes are consistently documented in the firm’s financial systems, • Identify trends, root causes, and recurring issues impacting collections performance and cash realization, • Recommend and support process improvements aimed at reducing aging and improving the cash cycle, • Support firmwide initiatives and ad hoc projects related to collections strategy, systems, reporting, or operational enhancements, • Reinforce compliance with internal controls, audit requirements, and firm guidelines Qualifications • Bachelor’s degree or equivalent experience required, • 7+ years of collections experience in a large law firm or professional services environment, • Prior experience managing supervisors and/or teams, • Strong knowledge of legal billing and collections processes, including dispute resolution and client billing practices, • Experience with legal financial systems (e.g., Aderant or similar) preferred, • Proven ability to manage high volumes, competing priorities, and time‑sensitive matters in a deadline‑driven environment

Job Description Building a Brand starts with a Story FIRST is a leading global brand experience agency providing Content, Creative, Digital Technology, Management & Delivery, and Data & Insights services. For 30 years, we have utilized three flexible delivery models: Embedded teams, Corporate Campus operations, and a Full-Service Agency. Managing over 37,000 events & projects annually across 110 countries, FIRST serves 130+ brands, specializing in Fortune 500 companies within the Financial Services, Technology, Healthcare, Media, and Professional Services sectors. FIRST is part of the broader Encore family of companies. Encore is a global leader in event production and technology. Consistently recognized for excellence, recent honors include 2026 Chief Marketer Agency of the Year, the Ad Net Zero Award for sustainability, and more. Learn more at What You Would Get To Do: The Event Director will serve as the strategic and operational lead for a strategic global client while also supporting a small portfolio of additional accounts. The role builds trust and collaboration to strengthen client relationships, drive account growth, and ensure long-term commitment. The Event Director will oversee budgets to balance client satisfaction with profitability and manage supplier and partner relationships to deliver high-quality experiences. They will also act as the primary intake point for new client requests—scoping project needs and partnering with global delivery teams to determine appropriate staffing models. While the role does not currently include direct people management, the Event Director will mentor team members and support their development across the client account. Your Contributions: • Build and maintain trusted client relationships, with a primary focus on one global, strategic account, understanding their business and brand to deliver tailored event solutions., • Serve as the primary operational liaison for this strategic client while also maintaining oversight of up to 1-4 cross-functional accounts, ensuring service delivery meets client expectations and reflects FIRST's high standards., • Provide overall project direction, ensuring all team members adapt workflows, communication styles, and delivery approaches to align with the client's specific preferences and vision., • Act as the main point of intake for new business from the client, assessing requirements, scoping project needs, and partnering with global delivery leads to secure appropriate staffing., • Engage with senior clients, demonstrating industry expertise and a proactive, solutions-driven approach across multiple projects., • Oversee account budget management, tracking revenue, forecasting future needs, and maximizing cost efficiencies., • Identify and develop new business opportunities, assisting with proposals, pitches, and account growth strategies., • Create and maintain account plans, collaborating with internal and external stakeholders to drive tailored solutions and consistent delivery., • Monitor client contracts, SLAs, and KPIs, providing performance insights to operations leadership and identifying opportunities for improvement., • Continuously assess and enhance service offerings by gathering feedback, identifying trends, and implementing process improvements., • Optimize efficiency and service quality by streamlining processes and applying best practices., • Lead event delivery on complex or high-visibility projects as needed based on business priorities., • Manage multiple key events from initial brief to final reconciliation, ensuring effective team leadership and adherence to SOPs and standards., • Capture key intelligence to drive future performance improvements and share knowledge across the team., • Guide teams to adjust delivery strategies to meet the unique expectations of this specific client, ensuring consistency across regions., • Conduct and participate in global site visits and onsite execution, serving as the senior project presence for the client across their international event portfolio., • Manage global travel needs aligned to the client's portfolio of events, including site visits, onsite execution, and in-person meetings in locations outside New York., • Collaborate with Client Services to align on project briefs, build internal teams, and deliver successful events., • Act as the escalation point for both clients and internal teams, anticipating needs and proactively managing resources., • Maintain accurate financial records, communicating budget updates and critical financial concerns to management., • Regularly report on budget status to clients and internal teams, ensuring timely reconciliations within client contracted deadlines., • Identify opportunities for added value while ensuring overall project and account profitability., • Foster strong relationships with suppliers and venues, seeking industry innovations and ensuring compliance with performance standards., • Provide day-to-day direction for team members supporting the client, ensuring clarity of roles, alignment with SOPs, and adaptation to the client's unique workstyle and communication expectations., • Partner with delivery leads globally to request, onboard, and guide team members assigned to the client, ensuring coverage across regions and time zones., • Foster strong working relationships across global teams, providing mentorship and leadership in project delivery., • Lead by example, maintaining a motivated, professional team committed to delivering exceptional client service., • Support capacity awareness across the team, identifying pressure points and advocating for proper staffing with global delivery leads., • Foster strong working relationships across global teams, promoting collaboration, knowledge sharing, and consistent standards of service., • Contribute to organizational strategy by identifying opportunities, addressing challenges, and promoting industry best practices., • Ensure teams provide value for money to clients while identifying opportunities for added value., • Act as a liaison between clients and FIRST management to address team-related issues as needed., • This role is best suited to a candidate with 8-10+ years of event management and project management experience, preferably in an agency environment., • Minimum 8+ years' of combined managerial and event management experience in delivering digital and in-person events with the ability to manage and train teams of people in planning and execution of events, • Experience in working with and managing senior clients, • Extensive experience in event and project management, particularly within an agency environment., • People management experience preferred, • In-depth knowledge of venues, destinations, and suppliers, with a strong network of established contacts in the region., • Expertise in event logistics, including registration, conferences, meetings, F&B, and production management., • Expert in venue selection, contract negotiation, and budget management., • Familiar with event technology and software, with the ability to analyze event data and metrics., • Strong organizational, time management, and problem-solving skills, with a proven ability to manage multiple projects under tight deadlines., • Excellent written and verbal communication skills, with the ability to present ideas clearly and persuasively., • Effective communicator with clients, vendors, and internal teams, building strong interpersonal relationships., • Demonstrated leadership in a team-oriented environment., • Creative, proactive, adaptable, and resourceful, with a focus on delivering exceptional event experiences, • Medical, Dental & Vision which includes the option of a high deductible health plan (HDHP) with a health savings account (HSA), • 401 (k), • Five Flexible Spending Accounts Options, • Generous Paid Time Off Allowance, • Employee Assistance Program (EAP), • Life, Disability & Pet Coverages, • Wellness Stipend, • Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more, • Aura Identity Theft Protection, • Discretionary Bonus Structure #LI-HYBRID #LI-FG1 FIRST is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. FIRST is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We stand firm: FIRST will not tolerate discrimination or harassment based on any of these characteristics. If any candidate feels that they are unable to meet the requirements of the role, please get in touch to discuss adjustments or other suitable roles.

Job DescriptionDirect Counsel is representing an Am Law 100 firm seeking a Litigation Associate to join its Financial Services Litigation Practice GroupPosition Overview This is an exciting opportunity for a junior to mid-level associate with at least 3 years of litigation experience focused on commercial real estate, distressed loans, debt and security instruments, and creditor/lender liability. The associate will join a highly collaborative national practice representing financial institutions in complex litigation matters. Key Responsibilities * Draft briefs, complaints, pretrial motions, legal memoranda, and discovery requests * Represent financial institutions and lenders in real estate and commercial disputes * Manage complex litigation from inception through trial or resolution * Conduct legal research and analysis across multiple financial litigation issues * Collaborate closely with partners and contribute to a team-oriented environment Qualifications Required: * JD from an accredited law school with strong academic credentials * Admission to the State Bar * At least 2 years of relevant litigation experience relating to commercial real estate, distressed loans, debt and security instruments, or creditor and lender liability. * Extensive experience with legal drafting and procedural motion practice * Excellent writing, research, and analytical skills * Strong attention to detail and organizational abilities Preferred: * Background in commercial litigation or financial services litigation * Experience at a national or large regional law firm Compensation & Benefits * $235k/yr - $365k/yr base salary commensurate with experience * Performance-based discretionary bonus potential * Comprehensive benefits package including: * Medical, dental, and vision insurance * Life and disability coverage * 401(k) retirement plan * Paid time off and parental leave * Access to professional development and mentorship programs Application Requirements Interested candidates should submit: * Cover letter * Resume * Legal writing sample

Job Description Company overview Orbiss is an advisory and tax firm specialized in business growth in the United States. Founded in 2019, Orbiss helps international small and medium-sized private companies successfully scale up in the United States. The firm offers a 360°ree; and tailor-made support to its clients' cross-border accounting, tax, and M&A transaction needs. The Orbiss team’s vision is modernity. This vision is implemented through an innovative approach focusing on processes automation and aiming to place people at the heart of every decision, every day, in line with our values: kindness, honesty, respect, and integrity. Orbiss is an innovative, modern, and young firm enhancing the old habits of the industry. As an Accountant and Advisory Senior, you will be responsible for: Managing a client portfolio from bookkeeping to year-end closing, including bank reconciliation, closing journal entries, P&L analysis, and supporting schedules. • Creating timely and accurate accounting reports in monthly, quarterly, or annual basis, • Detecting inaccuracies and investigating account discrepancies, • Proposing recommendations to optimize accounting systems and procedures, • Managing intercompany reconciliation, • Participating in consolidation process And the required competencies are: • Completion of at least a bachelor’s degree in accounting or finance., • A minimum of 3 to 5 years of experience in accounting within an accounting firm., • Strong technical accounting skills, with expertise in bookkeeping, bank reconciliations, journal entries, and P&L analysis., • Proficiency in financial reporting, with the ability to produce accurate monthly, quarterly, and annual reports., • Sharp analytical skills to detect inaccuracies and investigate account discrepancies., • Problem-solving abilities to propose recommendations for optimizing accounting systems and procedures., • Knowledge of intercompany reconciliation and managing transactions between entities., • Experience in financial consolidation processes for accurate statement preparation., • Leadership and mentoring capabilities to support and guide junior team members., • Meticulous attention to detail, ensuring compliance and precision in all tasks., • Proficiency in multitasking while maintaining high efficiency without compromising quality., • Excellent time management skills to prioritize multiple responsibilities and meet deadlines., • Health Insurance paid 100% with HSA and FSA available., • 401(k) plan with a 100% match up to 6% after 3 months., • Unlimited paid time-off policy (with a minimum of 2 weeks / year to be taken)., • Transportation program (Commuter Benefits, Citi Bike membership offered)., • Work from home friendly., • At the offices you will have breakfast in the morning, snacks in the afternoon

Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in accounting, financial reporting, tax compliance, audit procedures, controllership, forensic accounting, and structured enterprise accounting workflows. This role supports current and upcoming remote consulting opportunities focused on structured accounting workflow review, financial statement analysis, tax calculation assessment, audit procedure evaluation, internal control testing, and high-quality project execution. Selected professionals will apply their accounting expertise to review realistic finance and reporting scenarios, evaluate technical outputs, prepare structured written feedback, and support accurate, evidence-based accounting workflow tasks. Key Responsibilities Professionals in this role may contribute to: Financial Reporting & Accounting Standards Review • Review accounting scenarios involving journal entries, financial statement preparation, revenue recognition, lease accounting, consolidations, intercompany eliminations, and accounting standards interpretation, • Evaluate accounting outputs against source records, US GAAP, IFRS, company policy, professional standards, and documented review criteria, • Support structured review of month-end close materials, reporting schedules, trial balances, reconciliations, and technical accounting memos, • Review scenarios involving tax calculations, tax provision materials, corporate tax, individual tax, partnership tax, state and local tax, international tax, and compliance documentation, • Evaluate tax and controllership materials against IRC requirements, reporting standards, source documents, and defined workflow expectations, • Support structured review of tax workpapers, provision calculations, financial reporting controls, close packages, and controllership documentation, • Review audit scenarios involving audit procedures, internal control testing, SOX compliance, PCAOB standards, audit workpapers, and professional ethics, • Evaluate audit and advisory outputs against testing objectives, documentation standards, control requirements, and evidence-based criteria, • Annotate, label, or validate accounting data across use cases such as internal audit, forensic accounting, valuation, compliance audits, and financial statement review Strong candidates may have: • 3+ years of professional experience in public accounting, corporate accounting, financial reporting, tax, audit, controllership, internal audit, nonprofit finance, government finance, forensic accounting, valuation, or advisory services, • Background in one or more areas such as external audit, tax preparation, financial reporting, controllership, SOX compliance, internal audit, forensic accounting, valuation, or accounting advisory, • Familiarity with accounting workflows involving month-end close, journal entries, reconciliations, financial statement preparation, tax calculations, audit testing, and internal controls, • Comfort reading and preparing accounting artifacts such as workpapers, financial statements, audit documentation, tax schedules, close packages, technical memos, and control testing materials, • Strong analytical thinking and written communication skills, • A degree or professional background in accounting, finance, taxation, audit, business administration, economics, or a related field is helpful, • CPA license, CPA exam progress, or equivalent accounting qualification is strongly preferred, • Experience at a Big 4, national, regional, or local public accounting firm, corporate accounting department, government finance function, nonprofit finance team, or advisory practice, • Familiarity with US GAAP, IFRS, IRC, PCAOB standards, SOX, ASC 842, revenue recognition, consolidations, intercompany eliminations, or professional ethics requirements, • Experience preparing or reviewing journal entries, audit workpapers, tax calculations, financial statements, control testing documentation, reconciliations, or technical accounting memos, • CPA, CPA candidate status, audit credentials, tax credentials, valuation credentials, forensic accounting background, or advisory experience is helpful, • Apply accounting, audit, tax, and financial reporting expertise to structured remote project work, • Contribute to high-quality accounting workflow review, standards assessment, audit analysis, and tax evaluation, • Work on flexible assignments aligned with your accounting background, • Use your technical judgment in a focused, detail-oriented review environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $75–$105 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: .

Job Description Join a globally recognized consultancy at the forefront of real estate, infrastructure, and construction advisory. This firm partners with some of the world’s most respected brands to deliver complex, high-profile projects. As a key member of the finance team, you will have direct exposure to landmark developments and the opportunity to work alongside industry leading professionals. Our client is seeking a Manager, Accounting & Financial Reporting to take ownership of a sophisticated partnership structure with multiple stakeholders and parent company reporting requirements. This is more than a technical accounting role. It’s a highly visible position where you’ll drive financial transparency, influence strategic reporting, and act as a key liaison across the organization. What truly sets this opportunity apart is the lifestyle and growth it offers. You’ll benefit from a highly competitive compensation package, exceptional benefits, and unlimited PTO. Add in a flexible hybrid work schedule, and you have a role designed to support both professional success and personal balance. If you’re looking for a position where your expertise is valued, your voice is heard, and your career can accelerate within a globally connected organization, this is it. For immediate consideration, please email Kristin.Kelleher@roberthalf. Key Responsibilities: · Maintain the general ledger, and financial records in accordance with U.S. GAAP · Prepare financial statements and supporting schedules · Manage and reconcile partner capital accounts, tracking contributions, distributions, allocations, and payments · Prepare comprehensive monthly partner statements reflecting capital activity, balances, and detailed partner-level reporting insights · Develop EBITDA-based reporting packages for the parent company and assist in bridging GAAP financials to tax reporting through detailed, audit-ready workpapers · Coordinate with external CPA firms to support tax preparation, ensuring accuracy, integrity, and timeliness across all financial reporting processes · Bachelor’s degree in finance, accounting or related field · CPA preferred · Minimum of 3 years of relevant accounting experience, particularly in a partnership structure · Strong foundation in U.S. GAAP · Exceptional attention to detail and organizational skills

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: Core Responsibilities: • Oversee progress of entire engagement in the preparation of financial statements and consolidation of trial balances., • Research complex technical accounting topics, identify relevant guidance, and corresponding SEC rules and regulations., • Begin to write basic technical accounting memos., • Knowledge sharing with the staff and seniors to develop more in-depth knowledge of preparation and review of financial statements and consolidation of trial balances., • Establish an in-depth understanding of how to assess the accuracy of complex financial statement areas such as SOCF, Equity, and EPS and identity disclosures which are inaccurate/incomplete, • Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director., • Lead all client calls, manage project status with managers and staff. Develop project plans and accurate completion of project plans at the deliverable level., • Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc., • Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm., • Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise., • Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level., • Support Firm initiatives and development opportunities., • Work to build relationships and promote collaboration in a hybrid environment. Required Skills/Abilities: • Strong working knowledge of the Generally Accepted Accounting Principles., • Being a strong champion for and thrives in an environment of changing priorities., • Interpersonal skills to interact in a team environment and foster client relationships., • Above average written and verbal communication skills., • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition., • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert., • Proficient in Microsoft Office Suite with an emphasis on Excel skills. Education and Experience: • Bachelor's degree in Accounting or equivalent required., • Close to obtaining CPA Certification. This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job DescriptionEssential Functions and Primary Duties • Strategy and planning, • Build and execute a marketing and communications plan aligned to regional priorities and enterprise campaigns., • Support annual planning and budgeting, • Prioritize marketing initiatives with local and industry leadership, • Campaigns and digital, • Lead integrated campaigns across email, web, social, and paid channels; ensure consistent messaging and brand standards within regional and regional industries., • Events and sponsorships, • Plan and manage seminars, conferences/tradeshows, sponsorships, and CBIZ-hosted events end-to-end (logistics, vendors, run-of-show)., • Coordinate pre/post-event outreach and follow-up, • Measurement and optimization, • Track, measure, and communicate performance (pipeline, engagement, leads, wins); use insights to refine plans., • Collaboration and coordination, • Partner across services, regions, and industries to align priorities and share best practices., • Serve as liaison between office/industry teams and the broader marketing organization., • Stakeholder engagement, • Build strong relationships with internal leaders and external partners; gather feedback to improve programs., • Team leadership, • Work with cross-functional contributors; foster a collaborative, results-driven culture. Preferred Qualifications • Bachelor's degree in marketing, Business, Communications, or a related field., • 7+ years of experience in marketing, with a preference for B2B and professional services experience., • Proven ability to manage and execute integrated marketing campaigns., • Strong understanding of digital marketing tools and platforms, including CRM and marketing automation., • Excellent communication, organizational, and project management skills., • Ability to analyze data, draw insights, and translate them into actionable strategies., • Experience collaborating across functions and managing stakeholder relationships., • A proactive, solution-oriented mindset and a passion for growth and innovation. Minimum Qualifications • High School Diploma (or GED), • Must have and preserve required licenses, • Proficient use of applicable technology, • Demonstrated ability to communicate verbally and in writing with all levels of an organization, both internally and externally, • Ability to travel as required by business #LI-AG1 #LI-Hybrid ABOUT US CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Job Description Overview A global insurance firm is seeking an Assistant Director within Investment Accounting to support a multi-billion-dollar portfolio across various asset classes. This is a high-visibility role within corporate finance, partnering with accounting, FP&A, and investment teams. Key Responsibilities • Oversee accounting and reporting for a diversified investment portfolio (fixed income, equities, alternatives, loans, derivatives), • Manage monthly and quarterly close processes across multiple entities, • Support GAAP and STAT reporting, including SEC filings and regulatory disclosures, • Review and prepare investment-related footnotes and financial statement disclosures, • Partner with internal stakeholders to ensure accurate accounting for new investment transactions, • Lead process improvements, automation initiatives, and strengthen internal controls, • Support implementation of new accounting standards and systems, • Coordinate with auditors and support internal/external audit processes, • Perform analytics and provide insights on investment-related results Qualifications • Bachelor's degree in Accounting or Finance, • 10+ years of experience in investment accounting, reporting, or related field, • Strong knowledge of GAAP and statutory (NAIC) reporting, • Experience with complex investment products (fixed income, equity, alternatives, derivatives), • Exposure to SEC reporting (10-K, 10-Q) preferred, • Advanced Excel skills; experience with investment systems (e.g., Aladdin, PAM) a plus, • Strong analytical, organizational, and communication skills, • Ability to manage multiple priorities in a fast-paced, regulated 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 DescriptionAbout Valinor Valinor is building a new kind of credit institution — one with the rigor and judgment of a financial firm and the speed and ambition of a technology company. We originate, structure, and distribute institutional-grade credit products natively on blockchain-based rails, with AI-driven operations and in partnership with the broader digital asset ecosystem. We recently raised a $25M seed round and are a small, high-conviction team operating at the frontier of capital markets. The Role Valinor is hiring an Investment Professional to own deal execution across private credit and structured credit — from sourcing and underwriting through closing and portfolio management. This is a high-autonomy role: you will drive transactions from initial screen through investment committee recommendation, and take ownership of portfolio performance post-close. You will be a core member of a small investment team with direct impact on what we invest in, how we structure it, and how our investment process evolves. The right candidate has strong credit judgment, can operate independently on complex transactions and/or in net new end markets, and is energized by building institutional-quality processes from the ground up. What You'll Do • Own and drive deal execution end-to-end — origination, underwriting, structuring, negotiation, closing, and portfolio management. Lead diligence, build the analytical work product, and independently develop and present investment recommendations to the investment committee., • Design and structure net new financing products that use on-chain infrastructure to reduce friction, improve collateral transparency, or create novel risk/return profiles. Work with engineering and product to translate credit logic into programmable, scalable structures., • Run portfolio monitoring with real-time visibility enabled by on-chain collateral and programmatic reporting — performance tracking, covenant/compliance, and early-warning signals., • Design and maintain AI-native investment operations: workflows where assumptions are traceable to sources, analyses are reproducible, decisions are documented, and repeatable work is systematized., • Partner with cross-functional teams (engineering, product, operations, legal/compliance) to ensure the investment process is operationally sound and built to scale. Why Valinor • Early-stage and high momentum. $25M seed, active deal pipeline, partnerships with institutional counterparties, and a clear thesis on where credit markets are going., • High-impact role. You will have direct ownership over deal execution and how the investment process evolves — not a seat on a large team executing a playbook someone else wrote., • Exceptional team. Small team with deep institutional credit and technology backgrounds. We move fast, think rigorously, and hold each other to a high bar., • 5+ years of experience in private credit, structured credit, or opportunistic credit., • Demonstrated ability to independently drive a transaction from initial screening through investment committee., • Strong credit judgment on risk/return tradeoffs, structuring, covenants, collateral, and downside protection., • Strong financial modeling skills and comfort working with imperfect data., • Excellent written and verbal communication, including the ability to present investment theses and risks clearly to internal and external stakeholders., • High ownership and strong work ethic. Ability to operate independently and follow through without close oversight., • Comfort operating in ambiguity and building repeatable processes in a startup environment.Nice to Have, • Direct experience working with blockchain, tokenization, and/or real-world assets, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Stock Option Plan

Job DescriptionWho we are: The Bliss Group is a full-service marketing communications firm powered by analytics and audience insights. Founded in 1975, we blend data science with storytelling to connect with people through precision, empathy and purpose. We’re deeply committed to finding, training and empowering professionals who are smart and kind in equal measure. Position Overview: The Bliss Group is looking for an Account Supervisor or Account Director to join and lead a mix of accounts in our Financial Services practice and our Professional Services practice, responsible for the B2B PR and content marketing activities across a variety of accounts. This role offers the opportunity to collaborate with practice leads and other senior leaders to serve client programs spanning traditional media relations and thought leadership, content development and strategy, digital and social media. This award-winning team is at the forefront of audience insights and marketing communications innovation, harnessing AI & analytics-driven intelligence to inform strategic programs across traditional and emerging channels. Responsibilities include but are not limited to: • Client Leadership & Strategy: Serve as day-to-day account driver for select clients, managing both strategy and execution; provide strategic counsel and anticipate client needs, thinking several steps ahead; assist in developing long-term client plans and program recommendations; develop media relations strategies, goals, media targets, and pitch angles and lead a team to secure strong results., • Content/PR Development & Program Execution: Create and edit high-quality content including pitches, bylined articles, blog posts, infographics, white papers, and marketing collateral; manage media pitching and serve as a primary media contact; oversee reporting mechanisms and KPI tracking for clients and account teams, • Team Development & Leadership: Coach and mentor junior staff members, providing constructive feedback; delegate effectively while maintaining accountability for final deliverables; participate in or lead client presentations alongside senior team members, owning responsibility for final outcomes; support organic growth and new business development initiatives, • Account Management Excellence: Maintain deep industry knowledge that directly impacts client success; manage account profitability and team utilization effectively; build trusted relationships with client decision-makers; route relevant insights to account teams and clients Qualifications:, • 4-6+ years of relevant public relations and/or integrated marketing experience, with preference for B2B financial services and/or professional services, • Proven track record managing approximately $500-$1M in revenue, • Strong business acumen with understanding of account profitability and budget management, • Experience building and managing strong media relationships within target industries, • Exceptional writing, communication, and presentation skills, • Experience managing accounts and developing strong client relationships, • Understanding of integrated PESO marketing strategies, • Able to grasp and explain complex concepts to a variety of audiences, • Flexible approach: Aable to change priorities against changing client and team needs, • Thrives in a highly collaborative, fast-paced, and client-service driven environment, • Works effectively within a team, demonstrating coordination, collaboration, communication and problem-solving, • Possesses intellectual curiosity, a passion for learning Bliss Benefits & Perks: (Only applicable to full time salaried employees), • Competitive Compensation Package including Bonus & Incentive Opportunities, (Base Salary Range for this Role: $85k-$135k), • Robust Benefits Program: Medical, dental, vision, FSA, HSA, disability, employer-paid life & disability insurance, commuter benefits, college savings plan (529), employee discounts, • 401k Retirement Plan with Company Match, • Generous Time Off: Flexible PTO Days + Company Holidays including office closure between Christmas and New Year's, • FlexTime, • Hybrid work schedule, • Convenient Midtown Office Location Powered by JazzHR gJTIZdTvX2

Job Description Who We Are Derivative Path empowers institutions across the capital markets with innovative, AI-driven technology and expert advisory solutions. Our award-winning cloud platform and advisory teams support banks, credit unions, private equity firms, hedge funds, asset managers, corporations, and insurance companies in managing interest rate, FX, and commodity risks, optimizing hedging strategies, and streamlining cross-border payments. With a client base spanning over 250 institutions, we deliver scalable solutions that enhance risk management and drive operational performance. Through strategic partnerships with Goldman Sachs, Wells Fargo, FNBO, Q2, and Jack Henry, we provide best-in-class capabilities to help clients achieve their financial objectives in an ever-evolving market. With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 125+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees. The Opportunity We are looking for a talented individual to join our Risk Solutions group. In this role, you will be an integral part of providing risk solutions services, transaction execution services, and general client coverage support to private equity, corporate, and other non-bank end user clients of DP. Reporting to the Managing Director, Risk Solutions, you will also provide input and generate ideas for new and enhanced functionality within EDGE that will be beneficial to DP and its clients. The ideal candidate will feel at ease working in a lean environment where their contribution is critical and valued. This is a difference making role with a high level of responsibility, input, and visibility to high profile clients of DP. What You Will Do • Assist in all aspects of client coverage including risk identification and analysis, hedge strategy generation, pricing and analytics, trade execution, ongoing hedge portfolio maintenance and reporting needs, etc., • Directly interact with clients to discuss the risks at play, potential hedging solutions, hedge outcomes, etc., • Directly interact with hedge banks and other relationship partners of clients to drive transaction processes, • Prepare client marketing materials, market updates, educational materials, etc., • Assist in idea generation related to enhancements to EDGE and assist in testing related to enhancements which are due for future releases, • Lead internal and pre-trade / post-trade processes such as client onboarding, documentation, confirmations, valuations, etc., • 1-3+ years of derivatives experience at a bank or within a private equity firm focusing on derivatives and capital markets, • Prior experience pricing, analyzing, and executing interest rate derivatives is required; functional experience with all of interest rate, cross-currency, and FX derivatives is a plus, • Experience discussing and negotiating all aspects of transaction charges including market bid/ask and XVA (bilateral CVA, funding, regulatory capital) and solid understanding of the key drivers of those transaction charges, • Experience with and understanding of private equity derivative activity is a plus, • Strong communication, presentation, and written skills, • Ability to work in a fast-paced, deadline driven, dynamic work environment; can manage multiple competing priorities, • Desire to increase responsibility, take on additional roles, and expand skill set over time, • Exceptional attention to detail, • Highly collaborative with proven ability to work with internal teammates, customers, and external vendors, • Proud of the work you do and receptive to constructive feedback, • Superior skills in Microsoft Office – PowerPoint, Excel, Word, • Base salary, equity, and annual bonus as part of the compensation package, • 40 hours of sick leave, • 18 days of PTO, • Paid parental leave, • 401K contribution at 3%, • Competitive health benefits including HSA & FSA options, life insurance, and short-term disabilityThe expected salary for this position is $110,000 - $130,000 and is eligible for a discretionary bonus and equity. We will consider your skills, experience, and location when determining your pay. Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Derivative Path offers a comprehensive benefits package, including health, dental, vision, retirement plan, contribution, and a generous paid time off policy. Powered by JazzHR CfgGxbwXNg

Job DescriptionLocation: New York, New York (Hybrid - 4 days per week in the office) CompStak is expanding our Enterprise New Business team. We are seeking experienced sales professionals who can both lead and oversee our continued strong growth. CompStak’s data and analytics have never been more vital. Our new business team is charged with forging strong relationships with prospective clients, learning their business and challenges -- and then leading the delivery of a responsive solution that optimizes value for both parties. If you have a strong track record in data and technology sales, an understanding of commercial real estate and a passion to work in a highly collaborative environment, this may be the ideal role. We seek professionals who communicate an inspired vision and can win over colleagues and customers alike with strong negotiation skills. Comfortable engaging at the highest levels within an organization, you are a curious, confident leader-- always probing underlying issues that suggest broader solutions. A strong client advocate and partner, you are known for your resilience and strategic operating skills, and you're constantly on the watch for prospective deals and new business opportunities. You thrive in an independent mode but also value collaboration. Additionally, you have the ability and drive to build your own book of business, and to sell our CRE Data Platform services while working tightly with the team to establish a strong business plan.Responsibilities * Adding customer equity by creating valued business partnerships with customers, proactively identifying business opportunities for the customer, and conveying a firm understanding of the customer's business and political drivers * Understanding and utilizing economic, financial, industry, and organizational data to accurately diagnose customers' business strengths, weaknesses, and key issues that can inform sales strategies and plans * Understanding how CRE Data is being adopted by the prospect and where they translate into business efficiencies or top-line revenue * Ability to forecast revenue in identified territories with predictable accuracy * Building a book of business to expand with green field opportunity and targeting strategic-named accounts to source new business growth * Ability to work in a flexible work environment Skills & Experience * 8+ years of experience in direct SaaS sales (PropTech sales experience preferred) * Experience managing a new business quota of $1M+ * Sold into Commercial Real Estate C-level Executive and/or Decision Makers * Bachelor's degree in Business Administration, or related field preferred * Travel percentage: As required * Industry experience in SaaS, or PropTech a huge plus The base pay ranges provided below are for NYC Metro-based hires only and will be commensurate with candidate experience. Pay ranges for candidates in other locations other than the NYC Metro area may differ based on the cost of labor in that location. Pay range: $100,000-$375,000 (including commission) 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.

Job DescriptionSenior Market Risk - Distressed Debt Market risk leadership position supporting the credit trading/distressed team of an international investment bank Responsibilities: • Effectively risk manage all relevant risk factors inherent to the trading of distressed instruments (market risk, legal risk, idiosyncratic and restructuring risk), • Conduct quantitative and qualitative risk analysis on distressed debt instruments both prior to and post trade execution, • Provide recommendations and analysis on risk mitigation strategies, • Proactively assess positions including deep dive investigations of large P&L and/or risk movements, and quantify existing and new risks while providing cogent commentary to senior stakeholders., • Assist in the definition, review and implementation of limits and ensure risk is well monitored and reported., • Participate in the development of new and enhanced risk tools, • Perform impact analysis of new models including testing for valuation and risk across the HY book(s), • Develop and compute Stress‐test scenarios and analyze the results., • Ensure updated and relevant reserves and Prudent Valuation methodologies are in place. Requirements: • Relevant quantitative market risk management experience, • Strong knowledge of fundamental credit analysis and/or financial modelling skills gained from prior experience within corporate credit analysis., • Strong knowledge of restructuring process and associated trading strategies, • Understanding quantitative risk measures and related modeling / methodology, • Ability to understand, identify, and communicate key risks associated with a variety of processes and transaction structures., • Experience in credit trading (High Yield Cash/CDS) preferred, • Masters degree in a quantitative discipline (e.g., statistics, physics, math) For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Executive Assistant – Growing Private Investment Firm $135,000 – $155,000 base DOE + Discretionary Bonus + Top-Tier Benefits A high-performing private investment firm is seeking a proactive, detail-oriented Executive Assistant to support a Managing Director and 2 Vice Presidents. This is a true partner role within a fast-paced office that prides itself on a collaborative, close-knit, and collegial culture. You will join a top-tier administrative team to manage events, conferences, and office logistics. The ideal candidate has a forward-thinking mindset—someone who can stay three steps ahead of a busy executive and execute with precision in a fast-paced environment. Location: Midtown West, New York — Onsite (5 days/week) Hours: 8:30 AM – 6:00 Key Responsibilities • Executive Support: Provide high-level support to the MD and VPs, acting as a gatekeeper and primary liaison for internal and external stakeholders., • Complex Coordination: Manage ever-changing calendars and coordinate extensive domestic and international travel across multiple time zones., • Meeting Logistics: Prepare materials, coordinate agendas, and ensure the MD is fully briefed and prepared for all high-stakes meetings., • Team Collaboration: Partner with the existing EA team to manage office operations, plan team events/offsites, and maintain a professional office environment., • Experience: 5+ years of EA experience, specifically within financial services (Private Equity, IB, VC) or a similarly demanding professional services environment., • Communication Style: Direct, professional, and poised. You should be comfortable screening calls and representing senior leadership., • Proactive Mindset: A natural problem-solver who operates with a high sense of urgency and precision without needing constant direction., • Team Player: Someone who thrives in a close-knit group and is happy to "roll up their sleeves" to help the broader team and office. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting ___. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Job Description Elite is the trusted automation platform for law firm operations across most of the world's largest and most successful law firms. Elite has guided firms through every technology shift and today delivers the only cloud-native SaaS platform that unifies financial, invoice, time, and data management into a single system of action. With embedded AI, predictive analytics, and integrated payments, Elite's products enable firms to shorten billing cycles, reduce write-offs, and unlock firm-wide insights, making financial operations the foundation for law firm innovation and growth. Learn more at elite.com. Position Overview The Senior Salesforce Administrator is responsible for the administration, optimization, and governance of the organization's enterprise business systems. This role ensures that critical platforms across departments operate efficiently, securely, and in alignment with business needs. The position partners closely with stakeholders across Sales, Finance, Operations, Customer Success, and IT to manage system configurations, drive process improvements, and support the integration and scalability of enterprise platforms. The ideal candidate brings strong technical expertise, a systems mindset, and the ability to translate business requirements into effective technology solutions. Work Arrangement: Remote Responsibilities • Administer and support the organization's enterprise application ecosystem, including CRM, operational platforms, and integrated business systems., • Manage system configurations, user access, permissions, and security to ensure data integrity, compliance, and operational reliability., • Collaborate with business stakeholders to gather requirements and translate them into system enhancements, workflows, and automation solutions., • Design and maintain reports, dashboards, and data visualizations that provide actionable insights for leadership and operational teams., • Troubleshoot system issues, investigate root causes, and implement sustainable solutions to improve platform performance and user experience., • Lead the implementation and maintenance of system integrations across enterprise applications using APIs and integration tools., • Oversee user and license management, including provisioning, deactivation, and role-based access controls., • Support enterprise system upgrades, releases, and new feature rollouts, including testing and change management., • Monitor system adoption and partner with stakeholders to drive process optimization and platform utilization., • Develop and maintain system documentation, training materials, and knowledge resources for end users., • Provide guidance and technical expertise to cross-functional teams on best practices for system usage, automation, and data governance., • Participate in strategic initiatives to evaluate and implement new enterprise technologies and platform improvements., • Bachelor's Degree in Information Systems, Computer Science, Business Technology, or equivalent experience., • 6–8 years of experience in of experience administering enterprise business systems such as CRM, ERP, or operational platforms., • Experience managing enterprise platforms such as Salesforce, ERP systems, or similar enterprise tools., • Strong understanding of system configuration, workflow automation, and platform administration., • Experience supporting system integrations, APIs, and data exchange between enterprise applications., • Proficiency with reporting, dashboards, and data analysis to support operational decision-making., • Strong troubleshooting, analytical, and problem-solving skills., • Excellent communication skills with the ability to explain technical concepts to non-technical stakeholders., • Experience supporting enterprise users in a fast-paced, cross-functional environment, • Salesforce Administrator certification or similar enterprise platform certification., • Experience with CPQ, ERP platforms, or enterprise integration tools., • Knowledge of SOQL, APIs, or automation frameworks., • Experience with enterprise data governance, system security models, and access management., • Familiarity with ITIL practices, change management, or system release management processes., • Ability to travel up <10% as business needs require., • Role requires the following physical capacity: Sedentary: primarily desk/computer work., • Competitive Compensation Package ($126,000 - $140,000 base salary + variable component), • Comprehensive Healthcare Coverage (Health, Dental, Vision), • Retirement Savings Plan with an Employer Contribution, • Professional Development Opportunities, • Time Off, • Wellness Initiatives, • Employee Assistance Program, • Generous Global Parental Leave, • Calm, free premium subscription Additional Information At Elite Technology, we embrace an employee-centric, flexible work model that empowers you to do your best work in the environment that suits you. However, we also recognize the importance of in-person collaboration for key moments that truly matter. In our flexible remote approach, you have the freedom to choose a workspace within your home country that best fits your needs. Our corporate offices are located in New York City, Los Angeles, Costa Rica, and the Philippines, providing additional options for those who prefer or need a hybrid work environment. Our diverse global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia. Please note that at this time, we are unable to hire employees located in Quebec or Ontario Provinces, Alaska, Hawaii, Puerto Rico, Louisiana, and Oklahoma. As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace. We also provide reasonable accommodation for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. We are not accepting applications submitted through recruiting agencies.

Job Description Are you looking for a new opportunity after receiving your CPA license? Are you a CPA candidate looking for a role to work under a CPA and learn a new industry. This group is seeking someone with a CPA or coursework to sit under a manager on their team. This Development Accountant provides comprehensive accounting, budgeting, and financial reporting support for development entities, ensuring timely and accurate financial statements through detailed general ledger analysis. This company is well known in both development and real estate management. Work remote one day a week/summer hour schedule! Excellent benefits and company culture. Duties Include: • Support development accounting operations by preparing and posting monthly journal entries in the Yardi general ledger system., • Review and code vendor invoices accurately, performing analysis and reconciliations to ensure expenses are recorded in the appropriate general ledger accounts., • Prepare monthly bank reconciliations and coordinate with Transaction Services to resolve reconciling items promptly., • Track project expenditures against Investment Committee–approved budgets and reconcile development project costs between the project cost system and the general ledger., • Process construction loan funding and draw requests, collaborating with project accountants to ensure complete documentation, timely submissions, and prompt vendor payments., • Assist in the preparation of monthly financial statements, including income statements, balance sheets, and cash flow statements., • Prepare and distribute monthly financial reports for development entities to internal management and external partners., • Reconcile intercompany transactions and balances to ensure accurate financial reporting., • Support internal and external audit processes, including construction cost audits, by preparing required schedules and documentation., • Participate in transaction closings by reviewing settlement statements, preparing opening journal entries, and calculating gains on sale., • Collaborate with general accounting teams, development teams across multiple regions, and joint venture partners to ensure accurate reporting and compliance with accounting standards., • Perform special accounting analyses and projects as assigned. Requirements: • Bachelor's degree in accounting or finance, • At least 2 years' experience in accounting, real estate or development experience a plus!, • CPA or meets education requirements to sit for the CPA preferred Company DescriptionTORP Group is a recruitment firm that specializes in placing in: Property and Real Estate Management, Administrative Support, Accounting, Construction Project Management, and Project Coordination. With a combined experience of over 40 years in the Recruiting industry, Trina Osborn and Bridget Isenberger team up TOgether as Recruitment Partners. Servicing multiple industries, we provide a consultative service to the company and job seeker alike. We are looking to make a direct impact on someone's life by finding them a new position, while at the same time contributing to the success of a corporation with providing them a new team member.TORP Group is a recruitment firm that specializes in placing in: Property and Real Estate Management, \r\nAdministrative Support, Accounting, Construction Project Management, and Project Coordination. With a combined experience of over 40 years in the Recruiting industry, Trina Osborn and Bridget Isenberger team up TOgether as Recruitment Partners. Servicing multiple industries, we provide a consultative service to the company and job seeker alike. We are looking to make a direct impact on someone's life by finding them a new position, while at the same time contributing to the success of a corporation with providing them a new team member.

Job DescriptionProjects & Energy Finance Attorney (Infrastructure) Of Counsel Locations: New York, NY | Atlanta, GA | Austin, TX | Baltimore, MD | Boston, MA | Chicago, IL | Dallas, TX | Houston, TX | Los Angeles, CA | Miami, FL | Minneapolis, MN | Palo Alto, CA | Philadelphia, PA | Phoenix, AZ | Raleigh, NC | Reston, VA | San Diego, CA | San Francisco, CA | Seattle, WA | Short Hills, NJ | Washington, DC | Wilmington, DE Direct Counsel is seeking an experienced Projects & Energy Finance (Infrastructure) Of Counsel to join a prestigious Am Law 100 firm. This role offers an opportunity to work on high-profile financing transactions, including energy transition and digital infrastructure projects. The position is open to candidates in any of the firm’s U.S. offices. Key Responsibilities: * Advise clients on project finance and related transactions, with a focus on energy transition and digital infrastructure projects, including data centers. * Draft, review, and negotiate loan and security agreements, project finance documentation, and other financing instruments. * Coordinate complex deal structures and closings. * Provide strategic legal counsel to clients on regulatory, financial, and risk management considerations in project finance matters. * Collaborate with cross-functional teams to support large-scale financing deals. Qualifications: * J.D. from an accredited law school. * Admission to practice in the jurisdiction where applying. * Minimum of 9 years of experience in project finance or other financings relating to energy transition or digital infrastructure. * Extensive experience drafting and negotiating loan and security documentation. * Strong knowledge of financial structures related to energy and infrastructure projects. Key Skills & Competencies: * Strong analytical and problem-solving abilities. * Excellent drafting, negotiation, and communication skills. * Ability to work collaboratively with clients, legal teams, and stakeholders. * Detail-oriented with strong organizational skills. * Ability to manage multiple priorities in a fast-paced environment. Work Environment: * Hybrid: Regular in-office presence with some flexibility for remote work. Compensation & Benefits: * Expected hiring range: $450,000 - $525,000 per year, based on geographic location and candidate qualifications. * Comprehensive benefits package, including medical, dental, vision, and 401(k). This is a unique opportunity to join a top-tier legal team specializing in high-value infrastructure and energy finance matters. If you are interested in learning more, apply today!

Job Description Senior Accountant - Grants/Contracts & Budget Management Bedford-Stuyvesant Restoration Corporation, founded in 1967, is the nation’s first community development corporation nestled in the heart of Central Brooklyn in Bed-Stuy. Located at Restoration Plaza, a 300,000 square foot commercial complex that offers a mix of retail, dining, recreation and entertainment, this historic organization is steeped in its mission to close the racial wealth gap. We provide direct services across an economic mobility platform centered on workforce development, affordable housing/homeownership, community revitalization, small business development and arts and culture to 60,000 people annually. About the Role The Senior Accountant - Grants/Contacts & Budget Management General Managing Business Admin. & Compliance Officer and is responsible and accountable for processing grants/contracts claims, tracking grant/contact revenues and expenses and ensuring proper and accurate coding of grant/contracts revenues and expenses. Key Responsibilities Works cooperatively with the financial team and departmental/program staff to ensure the sound management of contracts/grants, as well as pass-through grants/contracts projects. He or She is responsible for the accurate and timely input and posting of financial activities for grant/contracts, as well as pass through grant/contracts projects to the accounting system, the timely reconciliation of assigned bank accounts, the timely completion and submission of claims to funding agencies, the development of grants/contracts budgets, communicating with funding agencies and departmental/program staff, producing, updating, reviewing and maintaining reports for grants/contracts, pass-through grants/contracts projects, including claims, general ledger, trial balance, balance sheet, and income statement, as well as associated excel worksheets. Prepare and present reports -budget vs actual & variance with projections. Accounts Payable • Reviews and approves Grants/Contracts check requests for input to the Accounts Payable system and ensures that check requests are contract compliant including that:, • Invoices meet funding agency and the organization's compliance and internal control standards, are in good form, and are fully and properly documented., • Bids/quotes required by funding agencies and BSRC are attached, • Consulting contracts are current, • Check requests are properly authorized and approved, • If required, properly authorized purchase orders are attached, • Expenses are properly coded and classified, • Funding sources are properly and accurately identified, • Expenses are authorized under the funding source budget Payroll • Ensures that the payroll information for grants/contracts is accurate and in-line with budgeted allocations., • Ensures that payroll staff receives pertinent payroll allocation information on a timely basis and payroll expenses are properly recorded against the correct fund, department and grant project id., • Reviews the payroll register and makes necessary adjusting entries to ensure that payroll allocations are in-line with grant/contract budgets, • Meets with departmental/program managers and payroll staff to quickly resolve payroll issues. Cash Receipts • Reviews agency fund transmittal information on a monthly basis to ensure that cash receipts are properly coded and inputted to the correct fund, department and project/grant as well as the correct program year., • Meets with the Cash Receipts Manager and departmental/program managers to resolve any cash receipt issues., • Reviews the cash receipts system to ensure that cash receipts have been accurately recorded and ensures that mis postings and errors are immediately corrected., • Posts cash receipts journals Claims/Voucher/Billings • Prepares monthly contracts/grants claims in accordance with contract requirements and submits claims to funding agency on a timely basis, as required under the funding contract, • Interacts with the funding agencies to ensure that claims are accurate and in compliance, • Interact with external budget analysis and contract managers to seek guidance and firm up compliance, • Attend trainings and workshop or meetings as they relate to your grants and are recommended or required General Ledger Maintenance and Trial Balance Management • Assists with the General Ledger Maintenance and Trial Balance Management, as assigned, which may include:, • Planning and directing ledger accounting for grants/contracts, and pass-through projects, including timely and accurate general ledger, inter-company, inter-funds, and inter-program accounting and maintenance, as well as accounts payable, accounts receivable, and payroll processing that reflects proper and accurate account classification and treatment of accounting transactions., • Monitoring A/P reports, cash disbursement, cash receipts registers, and A/P suspense accounts, the prompt investigation and correction of questioned items, and the prompt clearance of open items for grants/contacts., • Monthly monitoring of the general ledgers of grants/contracts projects for accuracy of classification, and treatment of accounting transactions, and the prompt corrections of mis postings and misclassifications., • Reviewing journal entries for grants/contracts projects, to ensure they are properly and accurately coded., • Ensuring grants/contracts have balanced trial balance, where appropriate. Reconciliations, Closings and Annual Audits • Responsible for the monthly, quarterly, and annual review, reconciliation and closing processes, for grants/contracts projects and associated excel worksheets, and meeting established processing, and reconciliation deadlines. This includes reviewing general ledger accounts for reasonableness, investigating unusual transactions, ensuring mis postings are corrected, ensuring that complete transactions are posted in accordance with GAAP, and ensuring that required schedules are completed on a timely basis, in accordance with established contractual and organizational deadlines. Grants/Contracts Budget Development and Management • In collaboration with departmental/program managers, is responsible for developing grants/contracts budgets on a timely basis., • Responsible for coordinating with Funding Agencies and submitting grants/contracts budgets for approval on a timely basis., • Responsible for preparing grants/contracts budget amendments and modifications for submission to funding agencies on a timely basis and., • Performs timely and relevant grant/contracts budget variance analysis and investigations and makes recommendations for budgetary controls to Finance Management. Grants/Contracts Management and Compliance • Is the expert on contractual/grant requirements and ensures that departmental/program managers are aware of and operates within the guideline of contractual requirements., • Ensures that the financial activities of grants/contracts are consistent with contractual requirements. ·, • May participate in the development of internal controls, policies and procedures that meet the organization's contractual obligations. Contracts/Grants Financial and Grants Audits and Compliance • Participates as assigned in the financial audits and grants/contracts audits., • Ensures that grant/contract audit processes are completed on a timely basis, information is provided to the auditors on timely basis, and corrective action plans are developed and implemented on a timely basis., • Communicates with funding agency representatives on accounting matters and provides the funding agency representatives with requested accounting reports and information. Internal Controls and Compliance • Ensures that grants/contracts operate within the procedural and policy guideline of their contracts and the organization., • Participates in developing, implementing, and maintaining auditing guidelines, timelines, and corrective action plans to ensure compliance with the contractual and governmental obligations of grants/contracts, as well as the organization's audit and internal control objectives. Financial Reporting and Analysis, Fiscal Audits, A-133 Audits, Unaudited and Audited Financial Statements • As assigned, participates in the timely preparation of accurate, complete and reliable, monthly financial statements and accurate trial balances for grant/contracts., • As assigned, prepares timely and accurate schedules, unaudited and audited financial Statements, and notes to the financial statements, as necessary for contracts/grants., • As assigned, provides timely and accurate A-133 information and reports including Federal Awards Schedule, for contracts/grants. Other • Is crossed-trained on accounts payable, cash disbursements, procurement, accounts receivable, cash receipts, and payroll functions and is able to back up these functions., • Performs other accounting duties, as assigned. Process Improvement and Performance Management • Assists in developing and maintaining consistently structured accounting policies and procedures for assigned contracts/grants., • Participates in the continuous improvement in accounting processes, reviews, analysis, and investigations for contracts/grants, to enhance accuracy and efficiency in meeting established deadlines, providing accurate and reliable financial reports, and maintaining contractual compliance. What you bring to the role • Self-directed, solutions-oriented, multi-tasker, with strong communications and organizational skills. • Ability to work under pressure and tight deadlines and adept at managing peak work periods, and changing circumstances., • Tenacious in meeting deadlines and willingness to work late and on weekends, if necessary, to meet claims submission, bank reconciliation, reporting and audit deadline, • Ability to work collaboratively across departments/programs and be responsive to internal and external inquiries. Experience & Qualifications: • At least 5 years progressive senior level accounting experience in non-profit accounting, general ledger management and contract/grants management/accounting. • Accounting or Finance Degree required., • Experience with governmental programs including DHCR-Weatherization Assistance Program, DYCD, HRA, DWCP and SBS a plus. • Experience in preparing Federal Awards schedules and supporting documentation for A-133 audits desired. • Extensive experience with computerized accounting software, and MS Office, particularly excel spreadsheets. What We Offer: Health/medical, dental and vision coverage, 12 paid holidays, a generous PTO bank of 4 weeks, paid sick leave, employee discount program, 403-B, employee assistance program, commuter benefits programs, and other forms of leave and benefits. Salary/Hourly Range: $85,000 to 95,000 Application Process: Please include a resume and cover letter outlining your interests and qualifications when applying for this position. (may include other requirements, e.g writing samples, graphic design samples, etc.)

Job Description Fairstead is a purpose-driven real estate firm dedicated to building affordable communities across the country. Headquartered in New York, with offices in Colorado, Florida, and Washington DC, Fairstead owns and manages a portfolio of more than 30,000 apartments, including pipeline, across 28 states. As an integrated owner, operator, and innovator, Fairstead brings development, construction, and property management under one unified platform to deliver high-quality affordable housing that serves our residents at scale. At Fairstead, we believe affordable housing should be thoughtfully designed, professionally managed, and responsibly operated. We seek to create and preserve housing that serves residents while delivering long-term value to communities, partners, and stakeholders. Fairstead challenges industry norms through our tech-forward, entrepreneurial approach to affordable housing. In addition to core real estate capabilities, we operate innovative service lines designed to improve resident outcomes, strengthen communities, and drive operational efficiency. We embrace digital transformation, data-driven decision-making, and emerging technologies, including AI, to build scalable systems that support sustainable growth, grounded in a culture of entrepreneurship, innovation, partnership, dedication, and integrity. The Developer will support and manage all phases of ground-up real estate development projects in New York City, from site acquisition through construction, leasing, and stabilization. This role requires a strong understanding of NYC's regulatory environment, coordination with a wide range of internal and external stakeholders, and the ability to drive complex projects forward in a fast-paced urban market. The ideal candidate is detail-oriented, proactive, and experienced in navigating zoning, permitting, and construction processes unique to NYC. Responsibilities: • Manage and support ground-up development projects from pre-development through completion and stabilization., • Coordinate with architects, engineers, consultants, contractors, and legal counsel throughout the development process., • Oversee project schedules, budgets, and deliverables to ensure milestones are met on time and within budget., • Assist in the preparation and review of development budgets, pro formas, and financial analyses., • Support site due diligence efforts, including zoning analysis, environmental review, and feasibility studies., • Navigate NYC-specific entitlement processes, including ULURP, zoning actions, DOB approvals, and agency coordination (DOB, HPD, DCP, LPC, etc.)., • Assist with community engagement efforts, including coordination with elected officials, community boards, and local stakeholders as needed., • Manage the design development process in collaboration with architects and consultants to ensure alignment with program, budget, and schedule., • Support affordable housing development transactions, including projects utilizing Low-Income Housing Tax Credits (LIHTC) and other public financing sources; assist with coordinating applications, agency requirements, and compliance considerations in collaboration with internal and external partners., • Review construction documents, value engineering options, and change orders., • Monitor construction progress through regular site visits and coordination meetings., • Assist with lender, investor, and agency reporting requirements., • Bachelor's degree in real estate, finance, architecture, engineering, urban planning, or a related field., • 8+ years of experience in ground-up real estate development or a related role, preferably in NYC., • Strong working knowledge of NYC zoning, permitting, and regulatory processes., • Experience managing consultants and coordinating complex project teams., • Proficiency in Excel, project management tools, and development budgeting., • Strong communication, organizational, and problem-solving skills., • Ability to manage multiple projects simultaneously in a fast-paced environment. Diversity in backgrounds and experiences is key to Fairstead's success. Being an equal opportunity employer is a central tenet of our philosophy that shapes who we are and the communities we serve. Our goal is to ensure competitive total compensation that is commensurate with experience, location, and other market benchmarks. For information about how we use your personal information, including information submitted for career opportunities, please review our Privacy Policy at

Job Description Purpose of Position: Amalgamated Bank is seeking an Information Technology Asset & Configuration Manager who is responsible for leading the enterprise IT asset management (ITAM) and configuration management (CMDB) programs. This role ensures full lifecycle governance of hardware, software, and technology assets, while maintaining stability, regulatory compliance and financial optimization. Essential Job Functions: • Develop Policies, standards, procedures, and governance controls aligned to industry best practices (e.g. ISO19770)., • Own the CMDB Governance, Data integrity, and configuration item (CI) lifecycle process., • Maintain accurate asset inventory and ownership assignments., • Lead end to end lifecycle management for IT hardware (HAM), and software (SAM)., • Establish and enforce standardized onboarding processes for new applications and technologies., • Ensure accuracy and completeness of metadata captured in the CMDB (ownership, environment, dependencies, data sensitivity, etc.), • Oversee formal Offboarding and decommissioning process. Including but not limited to removal of assets from the CMDB, infrastructure retirement, data disposal/ destruction, etc., • Establish proactive EOL reporting and planning for refresh and upgrade cycles of both hardware and software., • Coordinate monthly EOL tracking and remediation sessions to capture remediation actions and track ongoing progress., • Establish KPI’s and reporting dashboards for Overall Asset lifecycle program., • Ensure automated discovery and reconciliation processes are implemented and monitored., • Conduct regular data quality reviews and remediation activities., • Bachelor’s degree or equivalent experience, • Minimum seven (7) years’ experience in IT Asset Management or configuration management, • Minimum two (2) years experience leading enterprise ITAM or CMDB programs, • Familiarity with ITSM platforms, • Strong understanding of ITIL principles, • Strong Knowledge of hardware lifecycle, software licensing models, and IT governance frameworks., • Excellent written and verbal communication skills, • Excellent planning skills with attention to detail Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description Primary function is to support the bank’s investor relations functions and process which includes preparing investor presentations and assisting with responding to questions/requests from external Bank analysts. Prepare ad hoc reports/analysis for senior management or for external reporting as needed. Secondary function is to support the FP&A process which includes generating the company’s budget and preparing the materials for reporting the Bank’s quarterly financial results. Assist with reporting variances between actual and budget results at the business unit level. Key Responsibilities: 1. Prepare investor presentations, 2. Assist with external requests from Bank analysts, 3. Assist with public regulatory filings, 4. Closely follow the Bank’s stock performance and identify/analyze market trends or anomalies and report to senior management, 5. Assist with the quarterly financial reporting process, 6. Assist with the generation of the company budget, 7. Perform ad hoc requests (analysis and reporting) for functional leaders and senior management, 8. Collaborate with various departments, including finance, legal, and marketing, to gather and analyze financial and non-financial data for investor reporting purposes, 9. Collaborate with internal communications and marketing partners to ensure consistency in messaging and alignment of internal and external communications, 10. Perform other duties as directed Knowledge, Skills and Experience Requirements: 1. Bachelor’s degree or equivalent experience; BS in Finance, Accounting, Economics or related field preferred, 2. Strong quantitative skills and analytical rigor, 3. High aptitude and enthusiasm for complex problem solving utilizing financial modeling and analysis, 4. Advanced proficiency in Microsoft Excel, SQL, Axiom and/or other financial reporting platforms, 5. Proficient with MS suite PowerPoint, Excel, Word and prior experience with financial management/budgeting applications, 6. Ability to handle multiple projects simultaneously and work well under pressure, 7. Excellent interpersonal, verbal, and written communication skills Our job titles may span more than one career level. The starting base salary for this role is between $70,000 – $80,000. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description Who We Are We are a full-service business operations firm specializing in accounting, finance, and consulting solutions tailored to a diverse portfolio of clients. Our standout clients are innovators and leaders in industries such as technology, design, manufacturing, e-commerce, and music. Our mission is to support our clients in managing essential business operations from bookkeeping, payroll, and financial forecasting to HR and other strategic business initiatives. We work closely with our clients as trusted partners, helping them optimize operations and unlock their full potential. Who You Are As an experienced Staff Accountant with a passion for business operations, you are eager to expand your expertise in finance. You will take charge of managing the day-to-day financial health of our clients, using your analytical mindset and problem-solving skills. Enjoying teamwork and client interaction, you will take pride in supporting clients' financial success. You have a solid understanding of US GAAP standards, Cash vs. Accrual accounting, and possess strong people skills. Your background includes: • 2 to 6 years of relevant accounting experience, • Must have experience in a client-facing role, • Knowledge of US GAAP, • Undergraduate degree in Accounting or Finance, • Strong working knowledge of QuickBooks, with at least 2 years of hands-on experience, • Advanced proficiency in Excel and Google Sheets, • Excellent communication skills, with the ability to engage effectively with clients and stakeholders, • Proven ability to multitask, prioritize, and meet deadlines What You'll Do Our clients span a wide range of industries and sizes, so each account is unique. Regardless of the variation, we are committed to delivering high-quality financial services and support across the entire portfolio. In this role, you will handle a variety of operational tasks including: • Managing general bookkeeping, Accounts Payable (A/P), Accounts Receivable (A/R), Payroll, and general ledger maintenance, • Preparing, posting, and entering journal entries, • Overseeing regular record-keeping and filing processes, • Collaborating with leadership and account managers on special projects, • Assisting with client relations and providing ongoing support, • Maintaining client financial reports and dashboards, • Contributing to the development and maintenance of business processes Location • Hybrid: 3 days in-office (home address commutable to Office) AND 2 days remote Current Benefits • Generous Paid Time Off and Holiday Pay, • Health Insurance, • 401(k) Match, • Paid Parental/Family Leave, • Commuter Benefits

Job Description Job Title: Paralegal - Litigation / Casualty Defense Location: New York, NY 10005 Salary/Payrate: $90K-$97K annually plus bonus and AWESOME benefits!!! Work Environment: Fully Onsite for the first 90-days, Hybrid after 90-days with 2-days a week remote Term: Permanent / Fulltime Bachelor’s degree required: No Referral Fee: AMS will pay $1,000 should the person you refer gets hired Job Description: Our client, an AmLaw 200 firm, is looking to hire an experienced Paralegal - Litigation / Casualty Defense to support their New York City office. This is a full-time role paying an annual base salary of $90K to $97K plus a performance-based bonus excellent benefits package. The position will require the candidate to be fully onsite for the first 90-days and will allow for a hybrid work week with 2-days a week remote after the initial 90-day orientation period. This position will be supporting our client’s attorneys in New York City but can be based out of the following locations: New Haven, CT Melville, NY Wilmington, DE Westchester, NY Mount Laurel, NJ King of Prussia, PA Roseland, NJ Philadelphia, PA Job duties include: • Obtain, review and analyze documents, including medical records and financial records, tax and employment records, or any other relevant information, • Provide a medical record chronology, • Prepare for trial by preparing trial notebooks, exhibits, and witness files, • Compile evidence and supporting information by searching records, discovery documents, transcripts, libraries, and databases, • Manage files and documents, • Coordinate with support services and clients, opposing law firms, and courts, • Manage court docket calendar, • Generate status reports, logs, and indexes, • Correspond with clients and opposing law firms, • Legal research, • Research and analysis of case issues, including medical research of facts, medical and expert articles., • Communication of issues with experts and investigation and analysis of expert qualifications and experience, including prior transcripts, testimony and articles., • Perform additional duties as required Knowledge, Skills and Abilities: • Excellent interpersonal and organizational skills, • High attention to detail and ability to multi-task, • Ability to prioritize and coordinate work, • Ability to maintain confidential information, • Ability to complete assignments within agreed deadlines by prioritizing workload, • Ability and willingness to learn new skills as they become necessary, • Practice and foster an atmosphere of teamwork and cooperation Job Requirements: • Litigation/Casualty Paralegal experience., • Applicants must have a Bachelor's or Associate's degree., • Paralegal Certificate from an ABA-approved program is preferred.

Job DescriptionVRX, Inc. offers proactive, big-picture thinking and planning, as well as detailed program, project, and asset management. Established in 2006 by longtime construction engineer, Noelle Ibrahim, PE, VRX is a woman-owned professional services firm certified as a WBE and HUB. We provide turnkey services to the public and private sectors. Our specialties include construction management and inspection; construction engineering inspection; resident engineering inspection; civil engineering; bridge and structural design; utility engineering; comprehensive environmental services; and client-focused program and asset management. VRX has more than 215 talented professionals with offices across Texas, Oklahoma, and New York. Learn more at VRXglobal.com Position – Office Engineer Technical Responsibilities • Prepare reports on project status, problems encountered, and overall results, • Knowledge of construction materials, methods, and procedures, • Strong written and oral communication skills, • Provide technical engineering information to project managers and other stakeholders, • Assist in the development of project schedules, budgets, and resource allocation plans, • Coordinate with subcontractors and vendors to ensure timely and quality delivery of goods and services, • Review and approve engineering drawings, specifications, and other project documents, • Conduct site visits to monitor project progress and identify potential issues, • Manage and maintain project files, records, and documentation, • Prepare and submit reports, including progress reports, project status reports, and financial reports, • Coordinate and track project correspondence, including emails, letters, and faxes, • Assist in the preparation of project closeout documents and final reports, • Facilitate meetings, including project meetings, progress meetings, and status updates, • Coordinate, take minutes and write minutes, progress and other NYCDDC scheduled minutes, • Communicate project information and updates to team members, management, and clients, • Manage and maintain project budgets, including tracking expenses and ensuring compliance with budget constraints, • Assist in the preparation of project invoices and payment requests, • Coordinate with accounting and finance teams to ensure accurate and timely payment processing, • Maintain accurate and up-to-date records of project activities, including hours worked, materials used, and equipment rentedEducational Requirements and Experience/ Professional Licenses/Registrations, • Experience on projects for NYCDDC, NYSDOT, NYCDOT, PANYNJ, or MTA is plus., • Bachelor's degree (B. S., or B.A.) in Civil Engineering or Structural / Construction Engineerdiploma or equivalent with 3 - 5 years of experience in Office Engineer., • A valid driver’s license and personal vehicle to travel to and from project sites for site inspections., • Water Main Inspection Certificate, • OSHA 10-hour certification, • ACI certification, • 5 years of construction inspection experience in bridges or roadway work, NYCDDC preferred, • Strong technical and analytical skills, with proficiency in Microsoft Office, and construction management software, • Excellent communication, organizational, and problem-solving skills NOTICE TO THIRD PARTY AGENCIES: Please note that VRX, Inc. does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, VRX, Inc. will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, VRX, Inc. explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of VRX, Inc VRX, Inc. is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.” Powered by JazzHR zeYy1mJpzB

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: • Fundamental understanding of how the trail balance works and how it is mapped to financial statements. Begin to understand baseline concepts in preparation of trial balances., • Accurately reflect adjusting journal entries within the financial statement., • Fundamental understanding of core accounting advisory topics which will have an impact on financial statements., • Leverage firm templates and technology to roll forward financial statements and trial balances., • Identify time allocated to out of scope tasks not identified in the scope of work and alert manager., • Communicate to the team on daily project status and reach out for work when there is downtime., • Build in person connections with peers and managers., • Review utilization for yourself and all direct reports align with expectations., • Support Firm initiatives and development opportunities., • Strong working knowledge of the Generally Accepted Accounting Principles., • Being a strong champion for and thrives in an environment of changing priorities., • Interpersonal skills to interact in a team environment and foster client relationships., • Above average written and verbal communication skills., • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition., • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert., • Bachelor's degree in Accounting or equivalent required., • Begin pursing certifications. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job Description The Tripadvisor Group connects people to experiences worth sharing, and aims to be the world's most trusted source for travel and experiences. We leverage our brands, technology, and capabilities to connect our global audience with partners through rich content, travel guidance, and two-sided marketplaces for experiences, accommodations, restaurants, and other travel categories. The subsidiaries of Tripadvisor, Inc. (Nasdaq: TRIP), include a portfolio of travel brands and businesses, including Tripadvisor, Viator, and TheFork. New York or Needham (Hybrid or Remote) or Remote, United States Why this job is excellent: The perfect candidate for this role will be a distinctive problem solver who can embed with any team on any problem and bring structured thinking, communication, and stakeholder management to make an impact on day 1. You will be in the center of the action and integral to shaping the future success of the company. This is a unique opportunity for a talented, dynamic strategic thinker. You will play a key role on the team, identifying and leading a portfolio of projects across the business to realize Tripadvisor's full strategic and financial potential. This is a hybrid role with the expectation that the individual will spend some time in our Needham, MA office when necessary. You will have an opportunity to engage and learn across multiple lines of business and actively work alongside relevant stakeholders in Product, Engineering, Operations, Sales, Analytics, and Corporate Development. You will report to the Head of Strategy and have significant exposure to the Tripadvisor Group executive leadership team. What You'll Do: • Supporting and driving robust strategy efforts for key areas of the business to determine traveler/partner/market needs, understand competitive positioning, identify potential paths forward, and set the right strategy for Tripadvisor, • Driving quarterly, • Working with teams to execute by ensuring necessary resourcing and a clear understanding of roles, metrics, milestones, and activities, • Facilitating the performance management cadence to ensure progress across all metrics and milestones, and create transparency into status, barriers, etc., • Supporting strategy team leaders and key business leaders as they execute the plan for each initiative to overcome barriers, solve problems, re-allocate resources, and adjust as needed based on internal and external factors Skills & Experience: • 3-5+ years experience in Strategy roles operating within a top-tier consulting firm with a strong command of the analytical, financial, and strategic problem-solving toolkit, • Ability to lead cross-functional initiatives with excellent stakeholder management, • An organized, proactive self-starter; able to identify what needs to get done, then willing and able to make it happen, • Ability to embrace change and balance multiple priorities - with strong instincts for and ability to focus on what matters most, • Distinctive written and verbal communication skills - able to synthesize complex topics into clear statements, presentation materials, and plans, • Passion for travel and the role Tripadvisor can play for travelers and our partners, • Experience within the travel and hospitality industry a plus, but not required, • Demonstrated ability to use AI tools to improve efficiency, quality, and decision-making in day-to-day work., • Proven ability to operate effectively with a global-first mindset The salary range for this role is $195,000 to $220,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range. An employee's pay position within the wage range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, sales or revenue-based metrics, and business or organizational needs. This compensation range may also be modified in the future. What We Offer: • Competitive compensation packages (routinely benchmarked against the latest industry data), including base salary and annual bonuses, • "Work your way" with flexibility to suit your lifestyle. Tripadvisor Group takes a remote-friendly approach to collaboration across a worldwide team, with the option to join on-site as often as you'd like or as required by your team., • Flexible schedule. Work-life balance is ingrained in our culture by design. Trust and accountability make it work., • Donation matching. Give back? Give more! We match qualifying charitable donations annually., • Tuition assistance. Want to level up your career? We love to hear it! Receive annual support for qualified programs., • Lifestyle benefit. An annual benefit to spend on yourself. Use it on travel, wellness, or whatever suits you., • Travel perks. We believe that travel is employee development, so we provide discounts and more., • Employee assistance program. We're here for you with resources and programs to help you through life's challenges., • Health benefits. We offer great coverage and competitive premiums., • Generous referral scheme. Help us grow and be rewarded with generous awards for referring successful candidates. Our Cultural Pillars: Traveler first We exist to create value for our customer, the traveler. We enable our suppliers and partners to unlock this value. Their collective behaviors and insights are what drives us. Execution is our edge We act fast, experiment, learn from failure, iterate, and improve the solutions of tomorrow across every aspect of our business. Our execution is agile, data-driven, prioritised, and built to scale. We assume no problem is someone else's problem and finish what can be done today, knowing tomorrow will bring fresh challenges. We succeed together The best outcomes are driven by empathic, humble, and diverse subject matter experts working toward shared goals. We collaborate relentlessly, challenge assumptions, give actionable feedback, and set each other up for success through empowered teams with a clear charter. We transparently take ownership of our growth, individually and as a team. We celebrate the quality of our effort, our learnings, and our collective achievements. We strive to create an accessible and inclusive experience for all candidates. If you need a reasonable accommodation during the application or the recruiting process, please make sure to reach out to your individual recruiter or our team at . If you have any additional questions about careers at Tripadvisor you can email us at . We have all the answers! #LI-CH01 #TRIPADVISOR

Job DescriptionAre you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!Compensation: $100,000 - $130,000 Responsibilities: • Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs, • Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders, • Develop and deliver risk management strategies for each customer based on their risk profile, • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base, • Identify potential clients through networking, referrals, and marketing., • Meet with individuals, families, or businesses to evaluate their financial needs., • Recommend suitable insurance products (e.g., life, disability, long-term care)., • Guide clients through the application process., • Provide policy reviews and updates as clients’ needs change., • Attend ongoing training on products, sales strategies, and compliance., • Ensure all recommendations are compliant with regulatory and ethical standards., • Provide financial planning support to clients., • Support investment professionals to cultivate client relationships., • Candidates must have an insurance license, • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations, • Excellent communication, customer service, analytical, and interpersonal skills are necessary, • Proficiency with accounting or sales-related software is helpful, • Basic computer skills with proficiency with Microsoft Office suite is necessary, • Bachelor's degree in finance or related field., • At least 1 year of industry experience., • Self-motivated. MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job DescriptionAre you ready to join a growth-oriented team where creativity meets innovation? At Ware Malcomb, we are a dynamic and forward-thinking design firm committed to pushing the boundaries. Our team-oriented, collaborative approach ensures that every project is a blend of visionary design, seamless project delivery, and we are actively engaged with both the community and the industry. Discover our vibrant culture to get an inside look into life at Ware Malcomb and the programs we offer. As a Project Engineer at Ware Malcomb, you will support the delivery of innovative electrical engineering projects from concept through construction. You will assist in preparing electrical design reports and calculations, perform code research, develop complete sets of construction documents, and provide construction services such as site visits. This is a great opportunity to collaborate with clients, consultants, contractors, and our dynamic team while advancing your career in electrical engineering. Your Role • Complete computer and hand calculations supporting the electrical design, including load calculations, short circuit analysis, and voltage drop, utilizing applicable building and electrical codes while maintaining a high level of accuracy and attention to detail throughout all phases of the project., • Prepare and oversee the development of models, calculation packages, construction documents, and specifications for power distribution, lighting, and low-voltage systems., • Collaborate with Project Managers, Senior Project Managers, and department managers to plan project layouts and integrate electrical systems into cohesive designs., • Participate in internal and external project meetings, coordinating with other disciplines., • Conduct field work including site verifications, assessments, and troubleshooting of electrical systems., • Perform construction administration duties, including periodic site visits to ensure compliance with design intent and electrical standards., • Support the development and maintenance of engineering standards., • Participate in quality assurance and quality control processes within the team., • Mentor team members in the use of electrical design and analysis software and assist in task organization., • Lead and coordinate electrical engineering projects as Engineer of Record (EOR) when assigned., • Conduct peer reviews and prepare reports on findings. Qualifications, • Bachelor’s degree in Electrical Engineering from an ABET-accredited program, • Professional Engineer (PE) license required, • 5+ years of experience in an electrical engineering role, • Proficiency in Revit required, • Experience in power distribution, lighting design, and low-voltage systems is highly preferred, • Strong communication, organizational, and analytical skills, • Ability to manage multiple priorities and provide technical guidance to team members, • Ability to provide timely, dependable, and professional service in a fast-paced environment

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Assistant Vice President level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited (SuMi TRUST) is one of the largest asset managers in Asia. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which perform business functions. The Legal Department (“LGL”) provides support to all departments of the New York Branch for legal consultation and advice in order to reduce legal and regulatory risk and to reduce the overall legal costs of Sumitomo Mitsui Trust Bank, Limited. Your Role Overview: The Attorney is actively involved in reviewing, drafting, and negotiating legal documentation relating to the daily, on-going activities of the Bank. Responsible for assisting the General Counsel, Senior Counsel, and the Assistant General Counsels in handling the overall activities of the Legal Department, including supervising support staff. May have direct report subordinate staff. Your Duties and Responsibilities: • Be available to all departments of SMTBNY, SMTBUSA, SMTAMA, relevant Tokyo head office departments and other domestic and international offices of SMTB, and its affiliates, for legal consultation and advice, and respond to inquiries in a timely manner., • Assists in the coordination of the development of new products and improvements of existing services with SMTB business departments., • Engage and oversee outside legal counsel as needed., • Review all documentation relating to daily operations of Bank, including NDAs, third party vendor agreements, syndicated loan agreements, amendments, and assignment agreements., • Represents SMTB in all legal matters whether or not outside counsel is retained including bilateral loans in the areas of real estate, fund finance, structured finance, project finance and CLOs., • Attempts to reduce overall legal costs of SMTB by assuming legal work that might otherwise be performed by outside counsel but can be performed internally without incurring material risk to SMTB., • Keeps apprised of statutes, regulations, case law and other legal developments, as well as proposed changes therein, relevant to SMTB., • Monitors compliance by SMTB with applicable law; in this regard, keeps apprised of SMTB's current and contemplated activities., • Conducts periodic seminars involving topical issues relevant to SMTB and its business activities., • Communicates to all departments of SMTB the role and availability of the legal department., • Develops and updates handbooks and policies on pertinent issues., • Performs other duties and responsibilities as assigned by management., • Be physically present at SMTBUSA (Hoboken) when necessary but no more than once per month., • Work closely with outside counsel where outside counsel is retained, including attending all meetings and conference calls and attending to structuring and documentation issues. BSA/AML Related Responsibilities • Responsible for and review Customer Profile/Regulatory Compliance Checklists (Lending Group): required for each new customer., • Reviews Account Opening Application Forms (NY Unit): required for each new customer., • Reviews BSA Risk Matrices: required for each new customer., • Maintains the Branch's customer identification program with risk-based procedures that enable the Branch to form a reasonable belief that it knows the true identify of its customers., • Being fully knowledgeable of the Bank Secrecy Act and all related regulations., • Understanding the Branch's products, services, customers and geographic locations., • Having the expertise, authority, and time to satisfactorily complete her BSA/AML related responsibilities., • Assisting the General Counsel, Senior Counsel and Assistant General Counsels in maintaining and updating relevant Branch Policies relating to BSA/AML compliance. Your Qualifications: • Law (J.D.) degree. Membership in the New York State Bar., • 4 years of experience, preferably in a law firm or comparable in-house experience., • Experience as a transactional attorney required. Experience in the areas of asset management and banking regulation preferred., • Ability to review, draft, and negotiate complex legal documents. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job DescriptionBeghou brings over three decades of experience helping life sciences companies optimize their commercialization through strategic insight, advanced analytics, and technology. From developing go-to-market strategies and building foundational data analytics infrastructures to leveraging artificial intelligence to improve customer insights and engagement, Beghou helps life sciences companies maximize performance across their portfolios. Beghou also deploys proprietary and third-party technology solutions to help companies forecast performance, design territories, manage customer data, organize, and report on medical and commercial data, and more. Headquartered in Evanston, Illinois, we have 10 global offices. Our mission is to bring together analytical minds and innovative technology to help life sciences companies navigate the complexity of health care and improve patient outcomes. This role supports the conceptualization, execution, and integration of data-driven projects for commercial efforts in the pharmaceutical and life sciences industries. As a subject matter expert, you will drive innovation and creative solutions within various work streams and provide thought leadership. You will lead project teams and play a pivotal role in guiding internal stakeholders toward project success.We'll trust you to: • Lead cross-functional project teams in the design and development of high-quality deliverables for clients., • Provide strategic advice on project direction, resource management, and timelines, while assuming responsibility for key data analytics tasks to support internal teams and clients., • Collaborate with leadership to define project scope, approach, and development strategies., • Analyze data, synthesize findings, and develop actionable insights, communicating results to both internal and external teams., • Independently manage projects, handling client communications, meeting facilitation, and timelines, serving as a primary point of contact with minimal oversight., • Develop and optimize data processes, utilizing coding where necessary to facilitate efficient data handling and reporting., • Coordinate with global and diverse teams to ensure seamless project execution., • Engage in business development activities and contribute to internal firm initiatives to drive organizational growth., • Provide mentorship and guidance to junior team members, overseeing their professional development and encouraging continuous improvement and innovation within the team.You will need to have:, • Bachelor’s or advanced degree with at least 4 years of relevant professional experience, preferably in the pharmaceutical or life sciences industry., • Strong proficiency in Microsoft Office tools (Word, PowerPoint), with advanced expertise in Excel., • Good understanding of Pharmaceutical commercial functions, including Data Management, Sales Operations, Commercial Analytics, and BI/Reporting., • Knowledge of coding languages (SAS, Python, R, VBA, etc.) and experience with data visualization software (Tableau, Power BI) is highly preferred., • Excellent analytical and quantitative skills, with a proven ability to solve complex problems., • Exceptional communication skills, both written and verbal., • Demonstrated organizational, time management, and project management skills, with the ability to lead teams and manage multiple projects simultaneously., • Strong ability to collaborate, adapt quickly, and work effectively in a fast-paced environment. 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.

Job Description About True North Insights True North Insights (formerly Capvision) is a global expert network that connects organizations with subject matter experts who provide critical insights to inform strategic decision-making. We believe the right knowledge can move the world forward. Since day one, that belief has driven everything we do. We exist to break through complexity, giving global investors and business leaders frictionless access to the insights that matter most — insights that fuel confident decisions, unlock opportunity, and power successful careers. Founded in 2019 in New York City, our firm has skyrocketed from launch to becoming #7 in North America and #10 globally in just five years — and we're just getting started. As we expand into Europe and beyond, there's never been a better time to join our high-growth, global team. The Sales Development Representative is a critical member of the True North Insights revenue organization, responsible for driving top-of-funnel pipeline generation across corporate, consulting, and financial services markets. This role serves as the foundation of our go-to-market motion—directly supporting senior sales reps through disciplined outbound prospecting, strategic account mapping, and consistent meeting generation. The SDR will be expected to develop a strong command of their target accounts, engage decision-makers through a combination of high-volume cold calling and tailored written outreach, and build lasting penetration across complex organizations. Success in this role requires a high standard of daily execution, a commitment to continuous improvement, and the ability to represent True North Insights with professionalism and credibility at every touchpoint. This is a cohort hire — you will join alongside peers at the same stage, creating an environment of shared development and healthy internal competition. Performance is tracked, recognized, and rewarded. For those who excel, the path forward is clearly defined: SDR → Senior SDR → Account Executive. Job Responsibilities • Execute high-volume outbound prospecting across corporate, consulting, and financial services accounts., • Cold call decision makers and gatekeepers daily — phone is your primary weapon., • Write customized, research-backed emails tailored to each prospect's role, firm, and likely pain points., • Map target organizations: identify the right stakeholders, understand reporting structures, and find the best path to a conversation., • Set qualified meetings for senior True North Insights sales reps and ensure clean, thorough handoffs., • Manage both new logo prospecting and expansion outreach within existing accounts., • Log all activity and maintain CRM hygiene — if it isn't tracked, it didn't happen., • Bachelor's degree with any academic background — we don't care what you studied; we care how you think and how you work., • 0-2 years of professional sales or business development experience, • You're comfortable on the phone and don't need to warm up to cold calling — you embrace it., • You write well. A personalized, compelling email is something you can produce quickly and take pride in., • You're disciplined with your time and your pipeline. Volume without organization is noise., • You're competitive and you want to be held accountable. Quotas don't scare you — they motivate you., • You're coachable. You'll receive direct feedback here and you're expected to act on it. True North Insights offers a dynamic, high-performance culture where ambitious professionals grow quickly and own meaningful work from day one. • Competitive Compensation: Base salary of $65,000 - $75,000, commensurate with experience + uncapped commission—you control your upside, • Fast-growing firm and a defined career track—SDR to Senior SDR to Account Executive—with your performance driving the timeline., • Daily access to some of the most sophisticated firms and professionals across the corporate world, consulting, and financial services., • Direct mentorship from sales leadership that has built and scaled revenue teams in this industry., • A compliance-first culture that gives you a genuine edge in conversations—we win on quality, not just speed., • Health, dental, vision insurance + 401K ,, • Free daily lunch, snacks, Monday breakfast, and regular team events

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Product Marketing Manager LOCATION: New York City (hybrid) SALARY: $130,000 - $150,000 base salary + bonus The Role: Canoe is looking for a Product Marketing Manager to drive the execution of our go-to-market (GTM) strategy. Reporting to the Product Marketing Director, you will be responsible for ensuring our product positioning is effectively communicated across all channels. You will sit at the intersection of Product, Marketing, Sales and Client Success, ensuring that every touchpoint is professional, brand-aligned, and centered on the needs of our clients. We are looking for a professional who is AI-first, someone who confidently applies AI tools to streamline research, structure complex project plans, and accelerate the delivery of high-quality marketing assets. What You’ll Do: * GTM Execution: Lead the development and rollout of communication plans for new products and enhancements. Your goal is to educate existing clients on new value while creating materials that attract and engage prospects. * In-App Engagement: Own the setup and management of in-app walkthroughs, pop-ups, and NPS surveys using Pendo. You will also build interactive demos in Walnut to showcase the platform’s capabilities. * Sales & Revenue Enablement: Maintain and distribute a library of high-quality collateral, including brochures, battlecards, and product stats. You will ensure these assets are easily accessible and utilized within HighSpot, Salesforce, and HubSpot. * Client Documentation: Manage the Zendesk Knowledge Base and release notes process. You will ensure that all technical updates are translated into clear, client-first language that highlights the practical benefits of the enhancement. * Cross-Functional Support: Partner closely with Product Managers and Relationship Managers to ensure internal teams are fully enabled and aligned on the "why" behind every update. * Strategic Input: Use your knowledge of the Fintech and Alts industries to provide expert context for website updates, white papers, and other marketing content. What We’re Looking For: * Bachelor's degree in marketing, business, or a related field; MBA preferred. * 3–5 years of experience in Product Marketing within Fintech or Financial Services. Knowledge of the Alternative Investments landscape is a significant advantage. * Proven ability to build strong, collaborative relationships with Product, Relationship Management, and Sales teams to ensure seamless internal alignment and execution. * Proficiency in Pendo, Walnut, and Zendesk is required. You should also be highly knowledgeable in using HubSpot, Salesforce, and HighSpot to manage leads and enablement content. * A straightforward, effective communicator who can turn technical product specs into clear, benefit-driven copy. * An AI-first mindset. You should be comfortable using LLMs and other AI tools to increase your output and improve the quality of your project planning and research. What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: Core Responsibilities: • Oversee progress of entire engagement in the preparation of financial statements and consolidation of trial balances., • Research complex technical accounting topics, identify relevant guidance, and corresponding SEC rules and regulations., • Begin to write basic technical accounting memos., • Knowledge sharing with the staff and seniors to develop more in-depth knowledge of preparation and review of financial statements and consolidation of trial balances., • Establish an in-depth understanding of how to assess the accuracy of complex financial statement areas such as SOCF, Equity, and EPS and identity disclosures which are inaccurate/incomplete, • Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director., • Lead all client calls, manage project status with managers and staff. Develop project plans and accurate completion of project plans at the deliverable level., • Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc., • Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm., • Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise., • Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level., • Support Firm initiatives and development opportunities., • Strong working knowledge of the Generally Accepted Accounting Principles., • Being a strong champion for and thrives in an environment of changing priorities., • Interpersonal skills to interact in a team environment and foster client relationships., • Above average written and verbal communication skills., • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition., • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert., • Proficient in Microsoft Office Suite with an emphasis on Excel skills. Education and Experience: • Bachelor's degree in Accounting or equivalent required., • Close to obtaining CPA Certification. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job Description CORPORATE PROFILE Ziegler is a privately held investment bank, capital markets and proprietary investments firm. Specializing in the healthcare, senior living and education sectors, as well as general municipal and structured finance, enables us to generate a positive impact on the communities we serve. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler provides its clients with capital raising, strategic advisory services, equity and fixed income sales & trading and research. BUSINESS UNIT Ziegler's Healthcare M&A Investment Banking team is focused on delivering best-in-class advisory and financing solutions for companies and organizations across the healthcare industry. In our core practice areas of healthcare services, information technology, hospitals and senior living, Ziegler is one of the most active M&A firms offering innovative sell-side, buy-side, recapitalization/restructuring, equity private placement and strategic partnering services. POSITION OVERVIEW The Associate will be responsible for leading the analytical work in support of new business development and transaction execution, as well as, assisting senior bankers in the development and delivery of value-added investment banking products and services to clients and prospects. The Associate should expect a great deal of client exposure and will develop skill sets in the fundamentals of valuation, business strategy and client communication. Ziegler is interested in candidates located in, or who would be willing to relocate to, the New York market. The Associate will be responsible for: • Perform valuation analysis and financial modeling for prospective and live transactions., • Assist in the development and production of proposals and presentations to clients and prospects., • Interact with members of corporate management teams and financial sponsors., • Execute detailed tasks involved in all phases of M&A and private placement engagements., • Serve as lead role in providing financial, business and market analysis with a special emphasis on reformatting financial statements and benchmarking key performance metrics., • Manage the workflow and provide coaching to junior team members., • Provide industry and business research., • Other responsibilities and projects as assigned., • Possessing an understanding of the firm's competition in its respective areas of expertise and can communicate what sets Ziegler apart from that competition., • Being a resounding voice of Ziegler Corporate Finance both inside and outside the firm., • Building a personal brand on Ziegler’s healthcare corporate finance team, a person who will intuitively serve clients in an extraordinary way. PROFESSIONAL QUALIFICATIONS The successful candidate possesses the following qualities: • Minimum of three years of investment banking experience (ideally in a M&A role)., • Strong quantitative and analytical skills including experience in valuation, financial modeling and analysis. Financial modeling skills and business strategy execution skills are a must., • High level of accounting knowledge and proficiency around 3-statement financial analysis., • Significant transaction experience., • Strong confidence in Microsoft Excel and PowerPoint capabilities., • Outstanding interpersonal, verbal and written communication skills., • Strong project management skills and attention to detail., • BA/BS with demonstrated coursework in finance, economics, accounting, mathematics or related subjects (or analytical work experience in lieu of such coursework), masters preferred., • Flexibility in working extended hours and high travel demands. PERSONAL QUALIFICATIONS • Strong interpersonal, verbal, and written communication skills., • Solid organizational and time management skills., • Demonstrable self-starter and ability to complete and start new tasks without daily supervision., • A career-motivated professional who is self-confident, energetic, and possesses a superb work ethic, • Ability to thrive in a fast-paced environment., • Ability to learn quickly new concepts and activities., • Work independently as well as within a team., • Flexibility to travel, sometimes with little advance notice. Ziegler is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

Job Description About Bloom Equity Partners Bloom Equity Partners is a leading Enterprise-focused Software and Services private equity firm headquartered in NYC, currently deploying capital out of Bloom Equity Partners Fund I. We specialize in unlocking growth in lower-middle market enterprise software and business services companies through control investments, further developing already-great businesses into market leaders. Led by a team of technology-focused investors and industry operators, Bloom injects capital, operational resources, and playbooks into recession-resistant businesses to rapidly unlock transformational growth and deliver superior risk-adjusted returns to our investment partners and management teams. At Bloom Equity, we are analytically minded, curious by nature, and voracious learners. We welcome people from different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer with an inclusive working environment. About the Role As an Associate on the Investment Team, you will be a core member of the team, working across all stages of the investment lifecycle-from investment evaluation and due diligence through deal execution and post-acquisition value creation. You will work directly alongside senior investment professionals and portfolio company leadership to evaluate, execute, and manage investments in enterprise software and services businesses. This is a high-impact, high-autonomy role at a fast-growing firm where you will gain meaningful exposure to every dimension of lower-middle market private equity investing. Key Responsibilities Investment Evaluation, Due Diligence & Execution * Build and maintain detailed financial models, including LBO analyses and operating models for prospective investments * Conduct preliminary screening of potential targets, including market sizing, competitive analysis, and financial assessment to determine strategic fit with Bloom’s investment thesis * Prepare investment screening memos and present initial findings to the investment team * Lead workstreams during due diligence, developing deep understanding of target companies’ customers, sales processes, churn dynamics, product positioning, competition, team, and market * Coordinate with external advisors—lawyers, accountants, consultants, and industry experts—throughout the transaction process * Prepare investment committee memoranda, presentations, and supporting materials * Support deal structuring, term sheet development, and negotiation processes Portfolio Company Support * Work with the Board and management teams of portfolio companies post-transaction to improve operational efficiencies, sales and marketing workflows, and financial management * Support portfolio company M&A initiatives, including target identification, due diligence, and integration planning to fulfill buy-and-build strategies * Monitor portfolio company performance through financial analysis, KPI tracking, and regular reporting Firm Building * Contribute to the development and refinement of Bloom’s investment processes, CRM systems, and internal knowledge base Ideal Candidate * At least 2 years of Investment Banking or Accounting experience or 1 year of Private Equity investment experience (Hard requirement, please do not apply if you do not meet this requirement) * Ideally have experience in buyouts of B2B enterprise software or tech-enabled services businesses * Strong financial modeling and due diligence acumen across multiple transaction types * Excellent analytical skills with the ability to synthesize complex data into clear, actionable investment recommendations * Ability to perform and prioritize multiple tasks simultaneously with extreme attention to detail * Strong project management, organizational, process management, and communication skills * Excel in building strong relationships with intermediaries, management teams, and advisors * A bachelor’s degree from a top university with a strong GPA What We Provide * Total Rewards: Competitive salary + discretionary bonus and full health benefits (Medical/Dental/Vision). Compensation band: $150,000-$250,000 Total Compensation - depending on experience * Mentorship, Not Management: Enjoy high autonomy within a lean, collaborative team that prioritizes your professional growth. * Direct Impact: Lead meaningful investment workstreams and gain direct exposure to C-suite executives and boards. * Accelerated Growth: Fast-track your career with a ground-floor role in a high-growth private equity firm. * Vibrant Culture: Centrally located office in Manhattan, fully stocked kitchen, annual retreats, and frequent team social events. Powered by JazzHR BIjFYKusDK

Job Description Tri State Commercial Realty is a national real estate advisory and brokerage firm headquartered in Manhattan with an office in Brooklyn, specializing in commercial leasing and investment sales throughout all five boroughs of New York City. We are currently seeking a detail-oriented, highly organized Accounting Manager / Bookkeeper to support our growing team of real estate professionals. The ideal candidate is proactive, efficient, and thrives in a fast-paced environment while maintaining a high level of accuracy and professionalism. The Accountant / Accounting Manager will oversee the company’s accounting functions, ensure accurate financial reporting, manage day-to-day bookkeeping, and collaborate with leadership on budgeting, forecasting, and financial analysis. This role is ideal for someone with strong accounting experience who thrives in a dynamic, fast-paced environment. We are looking for a highly experienced, confident, detail-oriented, and assertive bookkeeping professional to take ownership of accounting operations and actively and aggressively manage collections to help maintain strong and predictable cash flow across our real estate brokerage. This is NOT a passive bookkeeping role. We are seeking someone proactive, organized, and comfortable following up consistently on outstanding invoices and commissions to keep transactions moving forward efficiently. Position Details Full-Time, In-Office Position: Manhattan/Brooklyn Monday-Thursday: 9:00 am - 6:00 pm Friday: 9:00 am - 3:30 pm Key Responsibilities: Manage full-cycle accounting, including accounts payable, accounts receivable, payroll, and general ledger. Prepare monthly, quarterly, and annual financial statements and reports. Reconcile bank statements and financial accounts. Monitor cash flow, budgets, and financial performance metrics. Ensure compliance with tax regulations, financial policies, and GAAP standards. Assist with audits and liaise with external accountants or auditors. Develop and implement accounting processes and internal controls. Support management in strategic financial planning and decision-making. Qualifications: Bachelor’s degree in Accounting, Finance, or related field (CPA or CMA preferred).3+ years of accounting experience; 1–2 years in a managerial or supervisory role preferred. Strong knowledge of accounting principles, financial reporting, and compliance. Proficiency in accounting software (e.g., QuickBooks and Microsoft Excel) Detail-oriented, organized, and able to manage multiple priorities simultaneously. Excellent communication skills and ability to work collaboratively with a team. Proactive and efficient in collecting Manage full-cycle bookkeeping for a fast-paced real estate brokerage Oversee accounts receivable tracking and collections Follow up with agents, attorneys, clients, and counterparties regarding outstanding commissions and invoices Reconcile brokerage commissions and agent splits Monitor escrow and commission pipelines Prepare weekly and monthly cash-flow reports Maintain clean and accurate financial records Identify risks to cash flow and resolve issues early Improve internal accounting systems and workflows where needed Additional Qualifications: 5+ years bookkeeping or accounting experience Strong accounts receivable and collections background Experience working with real estate brokerages, property managers, title companies, or similar transaction-driven environments preferred Strong organizational discipline and attention to detail Professional but persistent communication style Ability to manage multiple active transactions simultaneously High integrity and reliability This role is ideal for someone who takes pride in keeping financial systems tight, invoices paid on time, and operations running smoothly. You will work closely with leadership and play a key role in maintaining the firm’s financial stability and growth. What We Offer: Competitive salary, quarterly bonus and benefits package. Opportunity to grow within a dynamic and expanding company. Collaborative and supportive work environment. Starting Salary: $80K+ Quarterly Bonuses. 401K Medical, Dental & Vision Insurance. PTO & Holidays Benefits: 401(k) with matching Vision insurance Dental insurance Health insurance Paid time off Company DescriptionTri State Commercial® Realty is a reputable commercial real estate advisory and brokerage firm dedicated to turning your local commercial real estate needs into a reality. With office locations in New York, New Jersey, and Pennsylvania, our firm has established itself as a trusted name throughout the tri-state area. We offer superior service and reliable, dedicated representation that consistently gets deals done.Tri State Commercial® Realty is a reputable commercial real estate advisory and brokerage firm dedicated to turning your local commercial real estate needs into a reality. With office locations in New York, New Jersey, and Pennsylvania, our firm has established itself as a trusted name throughout the tri-state area. We offer superior service and reliable, dedicated representation that consistently gets deals done.

Job Description ITE Management, a leading investment manager specializing in the transportation sector, is looking for an experienced Associate to join its dynamic and rapidly growing Investment team in New York. Founded in 2014, ITE targets real asset investment opportunities that are cash yielding with downside protection, and benefit from a team with deep, longstanding relationships and financial and operating expertise. Today, the firm manages over $12bn of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in New York City (HQ), Chicago, St. Louis and London. This role offers the opportunity to take on meaningful responsibility across the full transaction lifecycle, including sourcing, underwriting, execution, and portfolio management, with direct exposure to senior investment professionals and Investment Committee decision-making. The Associate will develop deep expertise in transportation and real asset investing, working on complex, asset-backed opportunities across rail, intermodal, aviation, and emerging technologies. Operating within a lean and collaborative team, the individual will have significant visibility, ownership, and the ability to contribute to both investment outcomes and the firm’s continued growth, with clear potential for increased responsibility over time. Responsibilities: Extensive corporate financial modeling (debt and equity) and asset valuation Qualitative and quantitative business, financial, and other due diligence evaluation in conjunction with the deal team and third-party advisors Preparing internal materials including Investment Memorandums and transaction analysis for presentation to Investment Committee Monitoring and supporting investment assets and portfolio companies Investment research including industry / sector analysis Requirements • 3+ years investment banking or investment firm experience, • Strong academic record, • Excellent analytical, written, and verbal communication skills, • Strong Excel and PowerPoint skills, • Extremely detail-oriented, • Ability to manage a process from start to finish with true ownership in areas that might be new to both the individual and even the firm, • Ability to multi-task and prioritize in a fast-paced environment, • Excellent interpersonal skills and demonstrated ability to work effectively as part of a team, • Ability to take direction but also to be independent, • Willingness to take on what’s needed to support the team, • Tenacious/persistent - goes the extra mile Salary Range: Estimated base salary range for this position is: $120,000-$175,000. Employees will also be eligible for an annual discretionary incentive compensation award. Actual base salary may vary based upon, but not limited to, relevant skills, experience, qualifications, and geographic location. Benefits Benefits · Health Care Plan (Medical, Dental & Vision) · Retirement Plan (401K, IRA) · Life Insurance (Basic, Voluntary & AD&D) · Paid Time Off (Vacation, Sick & Public Holidays) · Family Leave (Maternity, Paternity) · Short Term & Long-Term Disability

Job DescriptionSalary: $75,000 - $200,000+ Servicing Financial Advisor CSI Group Advisors JoinCSIGroupAThrivingCareerAwaitsYou! About CSI Group CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class. Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidanceaccessible and affordable for all, because everyone deserves confidence in their financial future. We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it. At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Role Overview The Servicing Financial Advisor plays a critical role in helping members achieve financial confidence and long-term security.In this role, you will work both independently and alongside Lead Advisors to provide personalized financial guidance to CSI Groups diverse and growing member base. CSI provides all client relationshipsthere is no obligation to prospect or bring on new clients. You will focus on delivering exceptional service, building lasting relationships, and providing tailored financial advice that aligns with CSIs mission and CAPTAG values. Key Responsibilities Financial Planning & Advisory • Work independently and collaboratively with Lead Advisors to create and implement personalized financial plans., • Evaluate members goals, risk tolerance, and financial situations to design actionable investment and planning strategies., • Provide comprehensive guidance across investments, insurance, retirement, and estate planning., • Build and manage customized portfolios tailored to each clients financial objectives., • Continuously monitor member plans, providing proactive adjustments based on life changes and market conditions., • Build and maintain long-term, trust-based relationships with CSI members provided through the firm., • Conduct regular meetingsindependently or jointly with Lead Advisorsto review financial plans and portfolio performance., • Communicate financial concepts and recommendations clearly and confidently., • Partner with Lead Advisors and CSI leadership to deliver an exceptional member experience., • Participate in educational events, workshops, and community outreach to strengthen member engagement., • Maintain accurate records and ensure compliance with firm and regulatory standards., • Conduct ongoing research to stay current on market trends and member solutions., • Demonstrate accountability, attention to detail, and professionalism in every interaction. Qualifications • Bachelors degree in Finance, Business, Economics, or a related field., • Five or more years in the financial services industry working directly with clients., • Three or more years of advisory experience, including creating and customizing financial plans and portfolios., • Series 65 license required., • Life Insurance license required., • Strong understanding of investment products, risk management, and retirement strategies., • Excellent interpersonal, communication, and presentation skills., • Proven ability to work both independently and collaboratively as part of a team., • Passion for helping families achieve financial confidence and peace of mind., • Entrepreneurial mindset with strong self-motivation and follow-through., • Team-oriented and collaborative, aligned with CSIs CAPTAG culture., • Adaptable, detail-oriented, and driven by continuous learning and growth. Why Join CSI Group Advisors • No prospecting or client acquisition required CSI provides all clients., • Opportunity to work both independently and alongside experienced Lead Advisors., • Exposure to a large and expanding member base with diverse financial needs., • Purpose-driven organization focused on empowering Americas middle class., • Competitive compensation structure, professional growth, and advancement opportunities.

Job DescriptionSalary: 75,000 About Dore Partnership Dore Partnership is a distinguished global specialist executive search firm dedicated to empowering corporate leadership by delivering exceptional talent and advice. Since our inception in 1997, we've been at the forefront in advising and partnering with organizations in the financial services, technology, and data sectors. Our dynamic team, based in New York and London, is committed to cultivating excellence in companies worldwide. Role Overview As part of our continued growth, we are seeking a highly organized and detail-oriented Search Coordinator to join our vibrant New York office. In this role, you will provide critical administrative, research, and operational support across all stages of the search process. Search Coordinators act as project managers, seamlessly managing responsibilities across client, candidate, and internal facets of each search process. You will collaborate closely with internal teams, clients, and candidates to ensure seamless and efficient execution of search mandates. This role demands a high level of organization, attention to detail, and proactive communication, as well as the ability to juggle multiple priorities in a fast-paced environment. Key Responsibilities Search Execution, Administrative & Research Support: • Create polished client-facing documents, such as pitch decks, progress reports, and resume/bio packs., • Manage search mandates and ensure proper information flow in our Talent Relationship Management (TRM) system, Ezekia, by setting up new searches, maintaining and updating candidate and client profiles, logging meetings, and organizing notes. Take a project management approach to oversee timelines, prioritize tasks, and ensure deliverables are met on schedule., • Format, edit, and create professional resumes and bios for candidate submissions., • Conduct candidate research and market mapping to support search efforts., • Source and verify candidate contact information using external tools (e.g., ZoomInfo, RocketReach, Lusha)., • Lead post-search debriefs to assess outcomes and summarize key takeaways. Client & Candidate Coordination: • Serve as the primary point of contact for all client and candidate interactions, utilizing project management principles to streamline scheduling, manage priorities, and ensure seamless coordination across all touchpoints., • Schedule and coordinate meetings between clients and candidates., • Prepare materials for client meetings, attend calls, and actively track action items and follow-up tasks., • Manage the logistics of candidate interviews, addressing any last-minute changes as needed., • Coordinate travel and accommodation arrangements for candidates, working with travel agents to finalize details., • Handle reimbursement submissions for candidates and liaise with CFO for processing. Qualifications: • Bachelors degree., • Demonstrated professionalism and polished demeanor, with the ability to confidently represent the firm and establish strong relationships with internal and external stakeholders., • Exceptional organizational skills and high attention to detail., • Strong verbal and written communication skills., • Ability to manage multiple tasks and prioritize effectively in a fast-paced environment., • Familiarity with TRM systems (experience with Ezekia is a plus) or willingness to learn., • Enthusiasm for teamwork and collaboration., • This role is intended for candidates graduating in Spring 2026. What We Offer We offer a unique blend of professional growth, high-impact opportunities, and a culture that values resilience, meritocracy, and well-being, all designed to ignite your potential and accelerate your career journey. This includes: • Early responsibilities and swift career growth in a merit-based environment., • A blend of systematic training and hands-on learning experiences., • Access to a vast network of top-level professionals within Dore, among our candidates, and with our client partners., • Global exposure through virtual global town halls and interactions with international offices., • Opportunities to connect and collaborate through team-building events and social outings.

Job Description Overview: We are partnering with a growing organization seeking an Accounting Manager to oversee day-to-day accounting operations and support financial reporting, close processes, and internal controls. This is a hands-on role with visibility to senior leadership and an opportunity to drive process improvements. Candidates coming out of public accounting with CPA credentials and a transition into industry are highly preferred. Responsibilities: • Manage the month-end and year-end close process, ensuring accuracy and timeliness, • Prepare and review journal entries, account reconciliations, and financial statements, • Oversee general ledger activity and maintain strong internal controls, • Support external audits and coordinate with auditors, • Assist with technical accounting research and implementation of new standards, • Partner with FP&A and cross-functional teams on reporting and analysis, • Identify and implement process improvements to enhance efficiency and scalability, • Mentor and develop junior accounting staff as applicable Qualifications: • Bachelor’s degree in Accounting or Finance, • CPA required or strongly preferred, • 5–8+ years of experience, ideally starting in public accounting (Big 4 or regional firm) with a transition into industry, • Strong knowledge of US GAAP and financial reporting, • Experience with ERP systems (NetSuite, SAP, Oracle, etc.), • Advanced Excel skills, • Strong communication skills and ability to partner cross-functionally Nice to Have: • Public + private (industry) background, • Experience in a high-growth or PE-backed environment

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Financial Services Fraud Investigation Expert Type: Contract Compensation: $60–$80/hour Location: Remote Role Responsibilities • Build a realistic digital workspace centered on the Drive folders you use day-to-day. Include case files, investigation write-ups, SAR/CTR drafts, typology memos, alert-triage notes, and email threads. Represent platforms like Refinitiv World-Check, Dow Jones Risk & Compliance, Splunk SIEM, Fiserv, or FIS exports., • Design multi-step tasks grounded in your real workflows. Navigate multiple apps, files, and stakeholders to meaningfully challenge frontier AI agents., • Collaborate with other fraud and financial-crime experts to design the environment, shape task scope, and review scenarios for realism and rigor., • Work asynchronously with research teams to refine task designs and evaluation criteria for fraud-investigation agent benchmarks. Must-Have • 3+ years of full-time fraud / financial-crime experience at a Fortune 500 bank, large card issuer, fintech, or insurance firm., • Background in BSA/AML compliance, sanctions screening (OFAC), and SAR/CTR filings., • Experience in fraud operations, financial-crime investigations, EDD, and high-risk-customer review., • Day-to-day use of Refinitiv World-Check, Dow Jones Risk & Compliance, Splunk SIEM, Microsoft Sentinel, and FIS / Fiserv / Jack Henry., • Upload resume, • AI interview based on your resume

Job Description Join the Origis Energy Team! Origis Energy is accelerating the transition to a carbon-free future by Reimagining ZeroSM. As one of America's leading renewable energy and decarbonization solution platforms, the company continues to expand and reimagine its contribution to the world's net-zero goals. Origis Energy puts customers first to deploy a wide range of sustainable solutions for grid power generation, performance optimization, and long-term operation of solar and energy storage plants across the U.S. Founded in 2008, Origis Energy is headquartered in Miami, FL. The Origis team, regarded as one of the leading developers in the U.S., is committed to living five core values in all interactions both with each other and external stakeholders: Solve for Tomorrow. A role with Origis Energy puts you at the forefront of the transition to clean energy. Are you ready to bring new ideas? Do you exist to find solutions? That's how we revolutionize energy and build a carbon-free future - through unmatched service and relentless innovation. Rise Together. To succeed here, you'll collaborate with others and work as one team, across various teams including solar and energy storage development, financing, engineering, procurement and construction (EPC) and operations, maintenance and asset management. Are you open to diverse perspectives and prepared to work seamlessly across disciplines to reach our collective goals? Perform at Peak. We're seeking team members who bring authentic energy and passion to every task. How can you use your natural strengths, genuine optimism and intelligence to make your greatest contributions to Origis? Inspire & Grow. The Origis team is comprised of knowledgeable, passionate solar and energy storage experts who bring deep expertise and solution-driven thinking to clients. A successful Origis team member encourages others and sets a high bar for growth. We have a culture of continuous improvement because each team member takes the role of both learner and mentor. Be Resilient. The spirit in which we tackle the energy challenges and objectives of our clients means we consistently stretch for the extra mile. We all take initiative and remain adaptable, overcoming obstacles by prioritizing respect. Position Description Origis Energy is seeking a midlevel attorney with 5+ years of experience in renewable energy project finance, with a strong emphasis on reviewing and negotiating lending agreements with financial institutions and tax equity agreements. The Senior Counsel position, reporting to the General Counsel, will play a critical role in supporting Origis' Capital Markets team to ensure timely and efficient execution of financing transactions that enable the company to meet its project build schedules. This is a regular, full-time position and is eligible for our generous employee benefits package, including employer-paid health insurance, paid time off, a 401(k) plan with employer matching contributions, and other great benefits. Key Responsibilities • Review, negotiate, and draft credit agreements, collateral packages, intercreditor agreements, tax equity agreements, tax credit transfer agreements, and related project finance documentation., • Collaborate closely with the Capital Markets (Project Finance) team to support debt and tax equity financing efforts across solar and energy storage projects., • Manage and coordinate with external counsel to manage transaction flow and ensure cost-effective legal support., • Help ensure financing transactions are executed on schedule to support project development and construction timelines and commercial operations., • Advise internal stakeholders on legal risks, lender requirements, and compliance obligations associated with financing structures., • Prepare summaries of key deal terms and risk factors for the General Counsel and other senior leadership., • 5+ years' experience in project finance, banking, or structured finance, with a focus on energy infrastructure or renewable energy., • Strong understanding of debt financing structures (including construction, bridge and term loans), tax equity structures, lender and investor expectations, and market-standard terms., • Prior in-house or law firm experience preferred, especially in energy, infrastructure, or financial services sectors., • Prior experience with energy M&A transactions will be considered a plus., • Experience negotiating complex financial and commercial agreements under tight deadlines., • Ability to balance legal risk with business priorities in a fast-paced environment., • Proven ability to collaborate across legal, finance, and executive teams., • Familiarity with renewable energy project development and financing., • Proactive, solution-oriented mindset with strong attention to detail., • Excellent written and verbal communication skills. Travel: Up to 10% travel required as necessary Job Level: Director – no direct reports The expected starting pay range for this role is outlined below, in addition to a competitive annual bonus and benefits, 401K, etc. This range is an estimate and base pay may be above or below the ranges provided as our individual pay is determined by several factors including, but not limited to, location, experience, education & certifications, as well as performance. New York Pay Range$200,000—$240,000 USD Origis Energy is an Equal Opportunity Employer (EOC). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. We embrace and encourage our employees' differences as that is what makes our employees unique. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. More information is available here. California Applicants: Please review our California Privacy Policy and Notice at Collection. Request for Support or Accommodations: As part of our effort to provide equal opportunity to qualified disabled veterans and individuals with disabilities, we are happy to offer support and special accommodations in order for you to successfully reach us with your interest. Please reach out to us at if you would like to request help with your application.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. We are seeking an experienced Capital Markets Technology professional to support front‑office technology initiatives across broker dealers and full‑service investment banks. This role will serve as a subject matter expert across trading systems, data, and integration initiatives, partnering closely with business stakeholders, technology teams, and executive leadership to deliver complex technology implementations and process improvements across the trade lifecycle.What You’ll Do: • Serve as a subject matter expert on front‑office trading technology, including Order Management Systems (OMS), Execution Systems, and Settlement platforms., • Support and lead technology implementation and delivery efforts, from requirements gathering through testing and go‑live., • Analyze and optimize front‑to‑back trading and operations workflows across Equities, Fixed Income, and Derivatives., • Partner with business stakeholders to document current‑state processes, define target‑state solutions, and drive process improvement initiatives., • Support system‑to‑system integrations, including connectivity between front‑office, middle‑office, and downstream platforms., • Leverage and support FIX protocol–based integrations for trading and execution workflows., • Collaborate closely with developers (frontend, backend, and full‑stack) to translate business and functional requirements into technical deliverables., • Work alongside technology and data architects to align solutions with enterprise architecture and data standards., • Contribute to data governance initiatives, including data lineage, quality, and controls across relational database environments., • Utilize technology delivery and project management tools (JIRA, Zephyr, GitLab, Confluence) to manage backlogs, testing, and documentation., • Participate in and support projects delivered using Agile, Waterfall, and hybrid delivery methodologies., • Engage with and present to executive leadership within Financial Services, providing clear status updates, risks, and recommendations., • Support compliance‑driven initiatives, including familiarity with security and regulatory requirements (e.g., SOX)Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards., • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.What You’ll Bring:, • 5+ years experience working within Broker Dealers and/or Full‑Service Investment Banks, supporting front‑office and trading‑related technology initiatives., • Strong subject matter expertise in front‑office trading technology, including Order Management Systems (OMS), Execution Systems, and Settlement platforms., • Working knowledge of front‑to‑back trading and operations workflows across Equities, Fixed Income, and Derivatives., • Proven experience delivering technology implementations, enhancements, or platform integrations within complex financial services environments., • Experience supporting or partnering on data governance initiatives, including data quality, lineage, and controls within relational database (RDBMS) environments., • Familiarity with FIX Protocol and its use in electronic trading, execution, and downstream integrations., • Hands‑on experience with system‑to‑system integrations, including coordination across front‑office, middle‑office, and post‑trade platforms., • Proficiency with technology and delivery management tools, including JIRA, Zephyr, GitLab, and Confluence., • Working knowledge of software development and delivery methodologies, including Agile, Waterfall, and hybrid frameworks., • Experience conducting process analysis, creating clear documentation, and driving continuous process improvement., • Familiarity with security, risk, and regulatory requirements within financial services (e.g., SOX compliance)., • Demonstrated experience collaborating with software developers (frontend, backend, and full‑stack) to translate business requirements into technical solutions., • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.Qualifications:

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Financial Services Fraud Investigation Expert Type: Contract Compensation: $60–$80/hour Location: Remote Role Responsibilities • Build a realistic digital workspace centered on the Drive folders you use day-to-day. Include case files, investigation write-ups, SAR/CTR drafts, typology memos, alert-triage notes, and email threads. Represent platforms like Refinitiv World-Check, Dow Jones Risk & Compliance, Splunk SIEM, Fiserv, or FIS exports., • Design multi-step tasks grounded in your real workflows. Navigate multiple apps, files, and stakeholders to meaningfully challenge frontier AI agents., • Collaborate with other fraud and financial-crime experts to design the environment, shape task scope, and review scenarios for realism and rigor., • Work asynchronously with research teams to refine task designs and evaluation criteria for fraud-investigation agent benchmarks. Must-Have • 3+ years of full-time fraud / financial-crime experience at a Fortune 500 bank, large card issuer, fintech, or insurance firm., • Background in BSA/AML compliance, sanctions screening (OFAC), and SAR/CTR filings., • Experience in fraud operations, financial-crime investigations, EDD, and high-risk-customer review., • Day-to-day use of Refinitiv World-Check, Dow Jones Risk & Compliance, Splunk SIEM, Microsoft Sentinel, and FIS / Fiserv / Jack Henry., • Upload resume, • AI interview based on your resume

Job Description Elite is the trusted automation platform for law firm operations across most of the world's largest and most successful law firms. Elite has guided firms through every technology shift and today delivers the only cloud-native SaaS platform that unifies financial, invoice, time, and data management into a single system of action. With embedded AI, predictive analytics, and integrated payments, Elite's products enable firms to shorten billing cycles, reduce write-offs, and unlock firm-wide insights, making financial operations the foundation for law firm innovation and growth. Learn more at elite.com. Position Overview Elite is seeking an accomplished Global Client Director to oversee a single, high-value strategic client relationship. This role serves as the global point of accountability for all aspects of the client partnership—growth, retention, delivery excellence, and executive engagement. You will drive long-term success by aligning Elite's solutions to the client's business strategy, ensuring measurable impact and continued expansion across regions and product lines. Work Arrangement: Remote This role requires the individual to be based in Eastern Standard or Central Standard time zone. Responsibilities: • Serve as the primary executive liaison for the client globally, ensuring trusted alignment between their strategic priorities and Elite's offerings., • Own the global account plan, including revenue growth, retention, renewals, and cloud migration strategy for the client., • Drive year-over-year expansion through proactive identification of new opportunities across business units and geographies., • Partner with functional leaders in Product, Marketing, Customer Success, and Professional Services to deliver cohesive, high-impact outcomes for the client., • Manage complex commercial negotiations and renewal cycles, ensuring mutually beneficial, long-term agreements., • Maintain deep knowledge of the client's business model, transformation goals, and technology landscape to anticipate needs and shape solution roadmaps., • Leverage data and CRM insights (Salesforce) to forecast revenue, track health metrics, and inform strategic decisions., • Represent Elite at client sites and executive forums, reinforcing partnership value and advocacy at the C-suite level., • Bachelor's Degree in Business, Marketing, or a related field. MBA preferred, • 9–12 years of proven success in SaaS sales and account management, with a focus on high-value, strategic accounts., • Strong proficiency in Strong analytical skills, with experience in ROI modelling and persuasive quantitative techniques., • Proven success managing multi-million-dollar global client portfolios and achieving or exceeding revenue targets in B2B technology, SaaS, or professional services., • Demonstrated ability to build trusted C-suite relationships and navigate complex organizational structures., • Strategic thinker with a strong commercial acumen and the ability to translate business needs into technology-enabled solutions., • Exceptional communication, presentation, and negotiation skills., • Skilled in using CRM and analytics tools (Salesforce preferred) to drive insight and accountability., • Ability to travel up >50% as business needs require., • Role requires the following physical capacity: Moderate: 20–50 lbs – frequent lifting, bending, or standing., • Competitive Compensation Package ($120,000 - $150,000 base salary + variable component), • Comprehensive Healthcare Coverage (Health, Dental, Vision), • Retirement Savings Plan with an Employer Contribution, • Professional Development Opportunities, • Time Off, • Wellness Initiatives, • Employee Assistance Program, • Generous Global Parental Leave, • Calm, free premium subscription Additional Information At Elite Technology, we embrace an employee-centric, flexible work model that empowers you to do your best work in the environment that suits you. However, we also recognize the importance of in-person collaboration for key moments that truly matter. In our flexible remote approach, you have the freedom to choose a workspace within your home country that best fits your needs. Our corporate offices are located in New York City, Los Angeles, Costa Rica, and the Philippines, providing additional options for those who prefer or need a hybrid work environment. Our diverse global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia. Please note that at this time, we are unable to hire employees located in Quebec or Ontario Provinces, Alaska, Hawaii, Puerto Rico, Louisiana, and Oklahoma. As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace. We also provide reasonable accommodation for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. We are not accepting applications submitted through recruiting agencies.

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: • Working at Centri is not just a job, it is a career path. We promote on talent, not tenure, allowing our team to take ownership of their growth & career trajectory Centri is looking for their next Experienced Associate on the Accounting Advisory team! This is a unique opportunity to become part of our collaborative, dynamic and entrepreneurial team, assisting with projects such as IPO Readiness, Restructuring, Mergers and Acquisitions, Divestitures and Carve-Outs, Revenue Recognition, Lease Prep, and more! Also, you will work on a variety of engagements with clients in emerging industries such as Cannabis, Life Sciences, Technology, Digital Assets, and eSports. The Experienced Associate demonstrates the attributes of excellent client service and assists team members in developing technical and professional competency. If you are looking to gain new experience and take on a client facing position, this could be an exciting opportunity to take the next step in your career in an Accounting Advisory role! Career Advancement: • Working at Centri is not just a job, it is a career path. We promote on talent, not tenure, allowing our team to take ownership of their growth & career trajectory. Our team values the benefits and rewards that come from working in a team oriented, collaborative environment. We operate as one firm, one team, one culture, providing every team member at every level to work with and across the organization. Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that allow flexibility in work life balance. Various Committees that are led by team of experts and peers: • Women's Committee, • Charity Committee, • DEI Committee, • Innovation Committee, • Less than 25% travel & great work life balance (no travel right now due to COVID), • Create your own footprint with a forward-thinking, expanding firm., • Generous PTO package, benefits (medical, dental, vision, etc.), 401k match and other perks, • Bachelor's degree in Accounting or equivalent required., • CPA or CPA exam ready., • 1+ years of relative accounting experience; at least 1 in public accounting or professional services highly preferred. This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid