668 Best financial firm Jobs in New York, NY (March 2025)

We are currently seeking a Collections Assistant with solid work experience to join our team for a temporary contract position. Candidates must be able to work well both independently and within a team environment. As the Collections Assistant, the incumbent will communicate with lawyers, staff, and clients to ensure the timely and professional collection of outstanding accounts receivable as well as prepare financial reports pertaining these accounts. This position reports to the Director, Finance Responsibilities: • Collection of firm accounts and monitoring aged accounts receivable. • Initiating regular follow-up reminders with staff, lawyers and clients. • Locating delinquent accounts and arranging satisfactory payments proposal with clients, may carry collections through to default judgement and execution. • Maintain and update credit risk reports. Qualifications: • General knowledge of accounts receivable and accounting system is an asset. • Minimum of 2+ years of experience working in collections. • Knowledge of Elite would be considered an asset. Diversity + Inclusion: We value diversity and inclusion at our firm. We are committed to providing equal opportunities in employment and maintaining a workplace free from discrimination and harassment. This means that all job applicants, employees, and partners will receive equal treatment regardless of age, culture, ethnicity, gender, nationality, physical ability, race, religious belief, and sexual orientation. interested applicants should also send their resume to hiring[at] proshipex[dot]us We would like to thank all applicants; however, only successful candidates will be contacted.

Easy apply

QI Venture Partners

Vice President of Finance

7 days ago

$175000–$225000 yearly

Full-time

Manhattan, New York

*This role is for our subsidiary company, Class Action Capital. Class Action Capital is a boutique class action claims management firm in the global litigation finance industry specializing in the identification, research, data analysis and filing of complex class action claims for corporate clients. CAC is seeking a highly motivated and detail-oriented Vice President of Finance to manage our day-to-day financial operations and the receipt and distribution of class action funds to our corporate clients. The ideal candidate possesses a solid foundation in accounting and financial principles and a passion for driving financial efficiency and accuracy. This role will provide accounting and financial leadership, financial asset protection and support strategic and investment operating initiatives. Responsibilities: - Oversee and manage the accounting and financial departments, ensuring accurate and timely financial reporting. - Develop and maintain internal control systems to safeguard company assets and ensure compliance with financial policies and procedures, including our multi-national presence. - Develop and implement efficient processes for receiving and distributing settlement funds to our corporate clients in cooperation with our corporate banking partner. - Oversee entry and maintenance of financial information and verifying reliability and accuracy. - Ensure compliance with all legal, tax and regulatory requirements. - Prepare monthly, quarterly, and annual financial statements and reports. - Manage the budgeting and forecasting process, working closely with department heads to develop accurate financial projections. - Collaborate with external accountants and manage the accounting and tax process. - Provide financial analysis and insights to support decision-making and performance improvement initiatives. - Create and coordinate financial dashboards in cooperation with executive leadership. Requirements: - Bachelors degree in Accounting, Finance, or a related field. - CPA is required. - Minimum of 5 years of experience in accounting or financial management, with at least 2 years in a supervisory role. Professional services market experience preferred. - Strong knowledge of GAAP, financial regulations, and internal control best practices. - Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines. - Experience in Netsuite and proficiency in Microsoft Excel. - Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional departments. - Proven ability to work independently with minimal oversight and direction. - Demonstrated problem-solving skills and attention to detail. Benefits - Base Salary: $175,000 - $225,000. We, in good faith, believe this pay range to be accurate at the time of positing but may decide to pay more or less depending on specific applicants qualifications and experience. This pay range is only applicable to New York City. - Performance Based Annual Bonus - Health Care Plan (Medical, Dental & Vision) - 401K - Paid Time Off (Vacation, Sick & Public Holidays) - Hybrid Workforce

Easy apply

American Merchant Capital Group

Sales Assistant

14 days ago

$85000–$120000 yearly

Full-time

Manhattan, New York

We are looking for someone with STRONG communication skills, your daily responsibilities are speaking with current clients and potential clients. Phone based skills are a MUST. This role is 100% in person because we believe in the power of team work and collaboration. We are located in the heart of the Financial District in a state-of-an-art office space on Wall Steet. Must be able to start IMMEDIATELY. About us: Founded in 2011, American Merchant Capital is a private lending and technology company that provides small businesses access to capital and business technology solutions to other financial services providers. Our mission at American Capital Group is to help entrepreneurs and business owners in their time of need, so they can continue to grow their businesses and do what they love. We differentiate ourselves with our innovative solutions, the simplicity of our process, the speed to funding (most loans funded within 24 hours), and most importantly, with the level of care and compassion with which we treat our clients. We are a direct lender and have funded over $150 million to small businesses. We provide financing to retailers, restaurants, hotels, medical professionals, manufacturers, etc. Our creative financing solutions include merchant cash advance, secured and unsecured business loans, and asset-based loans. We are growing rapidly and are looking for smart, talented and dedicated professionals. About the Role: This role offers base and aggressive commission structures with no cap on payouts. First year expected total compensation above $100,000. This role will specialize in providing small businesses and merchants with full financial services including: Merchant Cash Advances Lines of Credit Term loans SBA Loans Business Loan Salesperson & Funding Coordinators are responsible for performing the following tasks: Handling large quantity of inbound clients interested in financing Selling financial products Building a pipeline of business Managing client relationships Working well in a team environment Sales Representatives are also required to follow set protocols and business practices to efficiently work leads, track the flow of information and accurately document all outcomes. Our firm invests in exceptional, highly effective marketing which generates a massive flow of highly qualified inbound leads, extensive and ongoing training, an excellent sales support staff and daily sales incentives with a positive and highly motivated team environment. As a member of our Sales team, you will always represent our firm's moral and ethical standards and be expected to conduct yourself in a professional and courteous manner to clients and co-workers. Highly motivated Ambitious self starter Competitive mentality Driven to succeed, willing to fail and learn from mistakes Proficiency with Salesforce, Microsoft Office Strong communication skills A drive for self-directed learning and personal development Team player Preferred Qualifications Bachelor's Degree Able to commute to our New York Headquarters office Promotable to Sales Manager within 2 years Previous experience using Salesforce and proficiency using Microsoft Office American Capital Group is an equal opportunity employer and prohibits discriminatory employment actions against, and treatment of, employees and applicants for employment based on any category protected by law, including race, color, national origin, religion, gender, sexual orientation, disability, age, military status and prior record of arrest or conviction. Job Type: Full-time Pay: $85,000.00 - $120,000.00 per year Shift: 8 hour shift Supplemental Pay: Commission pay Education: High school or equivalent (Required) Ability to Commute: New York, NY 10004 (Required) Work Location: In person

Easy apply

Diamond Tax Recruiting

Senior Tax Manager

1 month ago

$110000–$140000 yearly

Full-time

Manhattan, New York

Fully Remote** About the Senior Manager position Like all our positions, this job is fully remote and offers unlimited PTO. This position offers the opportunity to build a tax service line in a vibrant and caring culture that allows you to work with full autonomy. In addition, of course, to great pay and benefits. We are looking for someone who really loves tax and has the desire and ability to help us build an exceptional tax service line. One that stands out from the competition. We have great clients, a wonderful culture, and major ambitions to build a large tax service line that supports our mission of helping our clients achieve financial freedom. Our firm is well established and has always provided tax services, but we are entering a new era of growth and we need a tax expert that will really own the world of tax within our firm. What Your Day to Day Will Look Like: - Manage all aspects of clients' tax planning, advisory, and return preparation. - Research complex tax subjects - Prepare tax planning and advisory memos for clients on complex tax subjects. - Prepare full written tax plans. - Prepare quarterly updates to tax plans. - Meet with clients. - Review tax returns - Supervise and review work prepared by senior accountants and managers. - Correspond with tax authorities. Other Job Responsibilities - Monitor federal and state tax updates. - Prepare a monthly email tax update for clients. - Review and update tax work templates. - Review and update tax organizer templates. - Develop work paper templates for tax services and related deliverables. - Develop and document a library of tax strategies. - Assist with development of tax services packages for business development. - Assist the CEO with business development strategies for existing tax clients. Education and Experience: - Bachelor's degree in Accounting or Taxation. - Active Certified Public Accountant (CPA) license. - 7+ years of experience in income tax. - Experience with Intuit ProConnect and Thomson Reuters tax research products is preferred. - What You Need to Succeed: - Ability to deliver spectacular client service, with great communication skills - Ability to easily explain difficult concepts - Problem solver - Tech-savvy - Detail-oriented - Self starter - Desire to grow and learn - Experience performing and documenting tax research on complex topics - Experience with QuickBooks Online and Intuit ProConnect Tax - Experience supervising others Upward Mobility and Upskilling: We cover the cost of continuing education for our CPAs and we work with each team member to develop a customized learning and development plan. We believe in investing in our people. Ideally, this person would develop into a Director of client services and then potentially an Executive position. We believe in hiring and promoting from within and developing long-term relationships with our team members.

Easy apply

Financial firm jobs in New York, NYCreate job alerts

Popular financial firm jobs locations