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The Opportunity Join a company that finds solutions to complex challenges. With expertise in influenza science and beyond, our team works on the latest research and pioneering technologies to improve the manufacturing process and the effectiveness of influenza vaccines. We operate as one integrated global organization drawing together expert staff from different countries to collaborate. Together, we are working to protect communities from seasonal influenza and global pandemic threats. When you join CSL Seqirus, you join a team dedicated to making a difference in people's lives. It's a feeling of possibility, creativity, and purpose to deliver our promise. Job Summary Reporting to the Manager, Customer Account Management, you will maintain a group of accounts within multiple customer segments, e.g. Retail, Wholesale/Distribution, IDN, and Independent/Corporate owned HealthCare Professionals. You will complete the order to cash management of vaccine orders and develop long-lasting client and sales relationships. You will work directly with our Sales, Demand Planning, Distribution & Logistics, Marketing, Market Access, and Finance teams to prioritize important accounts and guide strategic goals. You will monitor vaccine distribution, financial health, and delivery performance against a contract and manage the customer experience. You will apply independent decision-making to exceed business standards. Job Responsibilities Account Management • Manage a portfolio of important accounts, maximizing opportunities to make improvements, • Analyze accounts for contract adherence while ensuring services are aligned with the goals of the account, • Partner with customer service teams to resolve account issues, • Work with the finance department to ensure customer's financial health is in good standing Data Analysis and Reporting • Run data quality queries which include billing, shipping, order creation, contract, and pricing, to identify data exceptions to plan and implement strategic plans, • Support sales with custom reporting and data insights, • Creation and distribution of applicable customer account reporting on a routine basis Strategy and Improvement • Provide detail level recommendations to help Sales with working on customer strategy, • Identify gaps in processes and recommend opportunities for improvements, • Analyze complex problems, interpret operational needs, and develop integrated creative solutions, • Monitor and evaluate programmatic and operations effectiveness and implement improvements Training and Leadership • Lead by example to train sales and analyst teams, • Help with peer-to-peer learning, • Help write test cases, scripts, and testing of new system enhancements Customer Experience • Represent the CSL Seqirus Customer Experience vision internally and externally while being the voice of the customer with your team to address customer challenges, • Follow established procedures while understanding internal and external drivers necessary to operational success Collaboration and Communication • Coordinate with team members including, Sales, Executive Leadership & Demand Planning, • Use multiple communication channels to seek and offer feedback, • Strengthen relationships and networks by asking open questions and sharing information, • Self-govern while receiving coaching to achieve operational targets, • Maintain awareness of relevant internal/external trends and consider implication of work Minimum Experience Requirements • Bachelor's Degree or equivalent combination of education and experience, • Minimum 3 years of experience in a regulated industry, experience with vaccines or biologics products is desirable, • Account management skills to support demand planning, data control, and serving as contact for account-related activities, • Experience ensuring agreement between contracts and orders to resolve discrepancies and variances, • Experience working with a variety of teams (Finance, Sales and Distribution, QA, IT, Customer Experience, eCommerce, and Leaders at different levels), • Proficiency in MS excel (can perform complex functions) and SAP (6.0 later preferred), EDI ordering, reporting, and SAP sale-order management experience is an advantage Culture and Values • Demonstrate CSL Seqirus Values: Patient Focus, Innovation, Integrity, Collaboration, and Superior Performance, • Unleash outcomes while creating an accountable work environment, • Self-leaders that are flexible, resilient, and able to adapt effectively through change The expected base salary range for this position at hiring is $80,000 – $95,000. Please note this salary range reflects the minimum and maximum base pay that CSL expects to pay for this position at the listed location as of the time of this posting. Individual base salary for a successful candidate is determined by qualifications, skill level, experience, competencies and other relevant factors. In addition to base salary, total compensation for this role may also include incentive compensation. CSL Seqirus employees that work at least 30 hours per week are eligible for benefits effective day 1. We are committed to the wellbeing of our employees and their loved ones. CSL Seqirus offers resources and benefits, from health care to financial protection, so you can focus on doing work that matters. Our benefits are designed to support the needs of our employees at every stage of their life. Whether you are considering starting a family, need help paying for emergency back up care or summer camp, looking for mental health resources, planning for your financial future, or supporting your favorite charity with a matching contribution, CSL Seqirus has many benefits to help achieve your goals. Please take the time to review our ___ to see what’s available to you as a CSL Seqirus employee. ___ is part of ___. As one of the largest influenza vaccine providers in the world, CSL Seqirus is a major contributor to the prevention of influenza globally and a transcontinental partner in pandemic preparedness. With state-of-the-art production facilities in the U.S., the U.K. and Australia, CSL Seqirus utilizes egg, cell and adjuvant technologies to offer a broad portfolio of differentiated influenza vaccines in more than 20 countries around the world. At CSL, Inclusion and Belonging is at the core of our mission and who we are. It fuels our innovation day in and day out. By celebrating our differences and creating a culture of curiosity and empathy, we are able to better understand and connect with our patients and donors, foster strong relationships with our stakeholders, and sustain a diverse workforce that will move our company and industry into the future. Learn more ___. Watch our ‘On the Front Line’ video to learn more about CSL Seqirus

PLEASE NOTE: THERE IS NO CASH COMPENSATION. COMPENSATION IS IN THE FORM OF A IN-KIND DONATION RECEIPT FULLY DEDUCTIBLE FROM YOUR TAXES FROM OUR 501(C)(3) REGISTERED NONPROFIT MUST HAVE AT LEAST ONE OF THE FOLLOWING CREDENTIALS (CFP, CFA OR RIA) Job Title: Adjunct Professor of Finance Location: Remote or Hybrid Compensation: $10,000 per day ( Compensation paid as a Deductible In-Kind Donation Receipt from our registered 501(c)(3) Nonprofit Position) About NOYACK NOYACK is a pioneering personal wealth management ecosystem dedicated to empowering Millennials, HENRYs (High Earners, Not Rich Yet), and Gen Z individuals. Through our dual entities—Noyack Wealth Club (NWC), a 501(c)(3) nonprofit focused on financial literacy, and Noyack Investing Club (NICL), which provides access to curated alternative investments—we aim to prepare the next generation for the largest wealth transfer in history. Role Overview NOYACK is seeking an experienced and credentialed Financial Educator to join our team in a full-time capacity. This individual will lead educational efforts across our ecosystem, delivering financial knowledge that empowers young investors to build generational wealth. The ideal candidate will hold one or more relevant credentials such as Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), or be a Registered Investment Advisor (RIA). Please Note: This position operates under our 501(c)(3) nonprofit structure, and the compensation of $200,000 will be provided as an in-kind donation receipt for tax purposes. This role will shape the voice and strategy behind our educational content, from curriculum design to live workshops, with a focus on alternative investments, financial independence, and long-term wealth planning. Comfort in front of the camera is a must — you'll be a key face of our educational content, regularly recording engaging video lessons and leading masterclasses as part of our digital curriculum. Key Responsibilities • Lead Financial Literacy Initiatives: Design and deliver financial education programs for Millennials, Gen Z, and HENRY audiences through webinars, written content, and interactive tools., • Create Original Content: Develop engaging, easy-to-understand content covering personal finance, investment strategies, and alternative asset classes., • Be the Face of Our Education Platform: Record masterclass-style video content and appear in educational videos distributed across Noyack's platforms., • Engage with Community: Host educational sessions, Q&As, and webinars that build trust and inspire action across our user base., • Collaborate Across Teams: Work closely with marketing, partnerships, and investing teams to align educational strategies with product offerings and community goals., • Ensure Compliance and Accuracy: Maintain the highest standards of accuracy, compliance, and transparency in all educational materials and communications., • Tailor to Audience Needs: Understand and adapt content to suit the knowledge levels and goals of our diverse and growing user community. Qualifications • Credentials Required: Must hold at least one professional designation such as CFP®, CFA®, or RIA. MANDATORY FOR CONSIDERATION, • Experience: 5+ years of experience in financial planning, investment advising, or financial education., • On-Camera Communication: Must be highly comfortable presenting and teaching on-camera in a clear, confident, and engaging manner., • Communication Skills: Exceptional written and verbal communication skills with the ability to simplify complex financial concepts., • Audience Focus: Deep understanding of Millennial and Gen Z financial mindsets, challenges, and opportunities. Preferred Qualifications • Educational Design: Experience developing structured educational programs, financial workshops, or certification courses., • Startup or Mission-Driven Background: Comfortable in fast-paced, evolving environments with a strong sense of mission. What We Offer • Mission-Driven Work: Join a team committed to reshaping financial literacy and access for a new generation of investors., • Leadership Opportunity: Define and lead the educational voice of a growing wealth ecosystem., • Impact at Scale: Play a critical role in educating users preparing for the historic $38 trillion wealth transfer., • Nonprofit Tax Benefits: Compensation structured as in-kind donation receipt through our 501(c)(3) status. Why Join NOYACK? This is a unique opportunity to be part of a purpose-driven organization transforming how young adults build, manage, and transfer wealth. You'll work directly with a multidisciplinary team across investing, education, and content, all while shaping financial education for a new generation. If you're passionate about financial empowerment, have the credentials to lead education at scale, and thrive in front of the camera — we'd love to connect. HOW TO APPLY Apply now by visiting our application page at- wealth.wearenoyack.com/financial-education-mission You'll be asked to share a brief overview of your background and area of expertise. Our team will review your submission and be in touch to schedule a short introductory call. Industry: Financial Services Employment Type: Contract

The Store Analyst will support the execution of the company’s financial plans (GMROI, sales, and margin) by reviewing store opportunities and strategically allocating product to drive business for a 6-12 departments. Ensure that all new fashion flows are flawlessly executed to provide a “best in class” experience for our customer. Respond and collaborate with the merchant, planner and field organization to guarantee appropriate mix, depth, and breadth of inventory at an individual store level. Position Responsibilities: • Assist with the inventory plan at the store level and/or alpha group, • Execute initial fashion flows, fashion replenishment, and transfers of products in order to maximize sales and optimize inventory. Achieve turn objectives at a department and/or division level, • Manage individual store inventory analyzing weeks on hand, weeks of supply, open to ship, balance of ownership relative to deliveries and flow., • Manage continuous flow of inventory through DC in collaboration with DC partners, • Conduct supply chain pipeline review and call out inventory flow challenges, • Review product performance at style and region/district/store level (Dept/season/store/category/style/size), • Pull reports and data for departmental use, • Attend weekly meetings with planning, allocation and merchant partners, • Provide feedback from stores relative to product that is underperforming or exceeding expectations., • Ensure stores are clear on replenishment strategies, new flows, and preparation for future events., • Manage allocations to support sales forecast, receipt flows, markdown strategies and future on order., • Collaborate with Senior Store Analyst to understand weekly strategies and execute allocations to reflect these., • Review depth and breadth of assortment, populate distribution sheets and present back to Allocation Manager, • Create, review and manage size scales with initial allocation for new deliveries and stores Position Requirements: • Bachelor’s degree preferred, or equivalent experience required (4+ years), • 1-2 years of experience in related role (Inventory Management, Allocation Analyst, Stock, Inventory Analyst etc.), • Store line sales or stock experience is a plus, • Possess strategic analysis skills, • Meets and strives to increase productivity standards; looks for ways to improve and promote quality, • Basic Math Skills: intermediate Microsoft Windows Applications, specifically Excel, • Work collaboratively with cross functional team, • Written and verbal communication, • Ability to present and recommend strategies to build a business case/develop a point of view, • Adapt to a fast pace ever changing environment, • Travel may be required, based on business needs., • Adhere to regular in-office presence, including to engage in in-person team interaction, meetings and collaboration. Job duties may be performed effectively using the hybrid work program designated by the company., • Perform other duties as assigned by supervisor as the company retains the right to change duties to this position., • Must have authorization to work in the United States., • Physical Requirements:, • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards., • Ability to maintain regular and timely attendance consistent with the ADA, FMLA and other federal, state and local standards., • Ability to remain in a stationary position for up to 8 hours per day, • Ability to constantly operate a computer, other office equipment and look at a monitor for up to 8 hours per day, • Ability to clearly and accurately communicate and exchange information verbally, in writing, or through other means in person, telephonically, or through virtual communication methods, • Ability to reach at or below shoulder level, • Ability to carrying equipment, moving boxes/samples, etc. Pay is based on several factors including but not limited to position offered and work experience. In addition to your salary, Catalyst Brands offers a benefits package, including health care (medical, prescription, dental, vision), company paid life insurance and long term disability, 401(k) plan with company match, paid time off programs starting with minimum 15-days based on role, overtime pay (if hourly), flexible work schedule, and a generous employee discount program (all benefits are based on eligibility). Additional information regarding the benefits for this position can be found here: Reasonable Accommodation The Company is committed to providing reasonable accommodation to enable qualified employees with disabilities to perform the essential functions of their jobs as required by the Americans with Disabilities Act (ADA). Catalyst Brands is an equal opportunity employer. We value a culture of inclusion and diversity within our workforce, and are committed to maintaining a workplace free from prohibited employment conduct, including discrimination or harassment on the basis of race, color, national origin, sex, age, religion, disability, genetic information, sexual orientation, gender identity or expression, marital status, domestic partner status, civil partnership, status as a covered veteran, status in the Uniformed Services of the United States, citizenship and any other characteristic protected by law (“Protected Characteristics”). Physical Requirements • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards., • Ability to maintain regular and timely attendance consistent with the ADA, FMLA and other federal, state and local standards., • Ability to remain in a stationary position for up to 8 hours per day, • Ability to constantly operate a computer, other office equipment and look at a monitor for up to 8 hours per day, • Ability to clearly and accurately communicate and exchange information verbally, in writing, or through other means in person, telephonically, or through virtual communication methods, • Ability to reach at or below shoulder level, • Ability to carry equipment, move boxes/samples, etc.

About Harbor.ai Harbor.ai is an InsurTech startup aiming to revolutionize the enterprise insurance market. Our technology simplifies the process for insurance brokers to identify optimal coverage for their clients continuously, and this is just the beginning. Our mission is to revolutionize underwriting for better, faster, and smarter processes. As we pursue this goal, we are implementing a data-driven business model that fundamentally reshapes how insurance products are sold. Established in 2018, Harbor.ai is venture-backed and based in New York. Position Overview We're looking for a mathematically-minded professional to serve as our Quantitative Analyst, supporting critical business functions including financial management, risk analysis, and operational excellence. This role offers the opportunity to apply strong quantitative skills across financial modeling, risk analysis, and operational support while directly impacting our company's growth and success. About the Role Key ResponsibilitiesFinancial Management & Analysis: • Maintain and analyze financial models, forecasts, and reporting systems, • Support monthly, quarterly, and annual financial close processes, • Develop and monitor key performance indicators (KPIs) and financial metrics, • Conduct comprehensive risk assessments across various business lines, • Develop and maintain actuarial models for pricing and reserving, • Perform statistical analysis on claims data and loss patterns, • Provide analytical support for strategic business decisions, • Support administrative functions as needed in startup environment, • Collaborate with internal teams on data analysis and reporting needs Required Qualifications Education & Experience: • Bachelor's degree in Mathematics, Statistics, Economics, Finance, Actuarial Science, or related quantitative field, • 2-3 years of professional experience in quantitative analysis, preferably in insurance, finance, or related industry, • Advanced proficiency in Excel and statistical software, • Strong SQL skills for data extraction and manipulation, • Experience with data visualization tools (Tableau, Power BI, or similar), • Familiarity with programming languages for automation and analysis, • Exceptional analytical and problem-solving abilities, • Strong mathematical and statistical foundation, • Detail-oriented with high accuracy in quantitative work, • Excellent written and verbal communication skills, • Ability to translate complex analysis into actionable business insights, • Comfortable working in a fast-paced, evolving startup environment Preferred Qualifications • Professional certifications (CFA, FRM, ASA, or similar), • Experience with insurtech or fintech companies, • Knowledge of predictive modeling techniques Success Metrics In your first year, success will be measured by: • Accuracy and timeliness of financial reporting and analysis, • Quality of risk assessments and model development, • Contribution to operational efficiency improvements, • Effective support of strategic initiatives and cross-functional projects, • Development of scalable analytical processes and systems Please note that any emails from recruiters will be printed, then ceremoniously disposed of. Note to All Applicants: Harbor.ai is committed to providing reasonable support (called accommodations) in our recruiting processes for candidates with disabilities, long term conditions, mental health conditions, or sincerely held religious beliefs, or who are neurodivergent or require pregnancy-related support. If you need support, please reach out to . Individual pay is determined by skills, qualifications, experience, and location. Compensation details listed in this posting reflect the base salary only, and do not include bonus, equity or sales incentives, if applicable; bonuses are not guaranteed. Harbor.ai is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. We may use your information to maintain the safety and security of Harbor.ai, its employees, and others as required or permitted by law. Additionally, Harbor.ai participates in the E-Verify program in certain locations, as required by law. Harbor.ai is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at .

About the Role We are looking for a seasoned Product Analyst with experience in P&C insurance to join our diverse team in supporting a Generative AI initiative involving complex integrations across front end, MuleSoft APIs, and backend systems. This role will require on-site work from our Jersey City office, so please only apply if that is feasible for you. Key Responsibilities: • Collaborate with business and technical teams to gather and analyze requirements for Gen AI features., • Translate business needs into user stories and technical specifications., • Work closely with engineering teams to support integrations using Frontend technologies, MuleSoft, and backend services., • Ensure alignment with insurance product rules, workflows, and regulatory requirements., • Drive UAT and support go-live readiness. Responsibilities • 8+ years of experience as a Product Analyst or Business Analyst in P&C insurance., • Strong understanding of Gen AI concepts and use cases., • Hands-on experience with API integration projects, preferably using MuleSoft., • Ability to work across UI, middleware, and backend layers., • Excellent communication and stakeholder management skills. Qualifications Must-Have: • 8+ years of experience as a Product Analyst or Business Analyst, with a strong focus on Property & Casualty (P&C) insurance., • Proven expertise in insurance operations, including policy administration, claims, underwriting, and regulatory compliance., • Demonstrated experience in driving complex integration projects, involving front-end, MuleSoft (or similar middleware), and backend systems., • Strong track record of collaborating with cross-functional teams including developers, architects, data scientists, and QA., • Experience working on AI/ML or Generative AI initiatives, particularly in regulated industries., • Solid understanding of API integrations, data contracts, and end-to-end data flows in enterprise systems., • Proficiency with Agile delivery frameworks, backlog grooming, user story creation, and sprint planning., • Strong skills in requirements gathering, process mapping, impact analysis, and stakeholder communication., • Hands-on experience using tools like JIRA, Confluence, Figma, or other product collaboration platforms. Nice-to-Have: • Exposure to Generative AI tools and platforms, including LLMs and prompt engineering., • Familiarity with insurance core platforms (e.g., Guidewire, Duck Creek)., • Experience integrating AI features into customer-facing portals or internal underwriting tools., • Understanding of data governance, security, and compliance specific to AI in the insurance sector., • Background in UI/UX collaboration and iterative prototyping. We're open to both independent contractors and FTE hires for this role Company Overview and Culture EXL (NASDAQ: EXLS) is a global analytics and digital solutions company that partners with clients to improve business outcomes and unlock growth. Bringing together deep domain expertise with robust data, powerful analytics, cloud, and AI, we create agile, scalable solutions and execute complex operations for the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media, and retail, among others. Focused on creating value from data for driving faster decision-making and transforming operating models, EXL was founded on the core values of innovation, collaboration, excellence, integrity and respect. Headquartered in New York, our team is over 40,000 strong, with more than 50 offices spanning six continents. For information, visit . EEO/Minorities/Females/Vets/Disabilities To view our total rewards offered click here —> Base Salary Range Disclaimer: The base salary range represents the low and high end of the EXL base salary range for this position. Actual salaries will vary depending on factors including but not limited to: location and experience. The base salary range listed is just one component of EXL's total compensation package for employees. Other rewards may include bonuses, as well as a Paid Time Off policy, and many region specific benefits. Please also note that the data shared through the job application will be stored and processed by EXL in accordance with the EXL Privacy Policy. Application & Interview Impersonation Warning – Purposely impersonating another individual when applying and / or participating in an interview in order to obtain employment with EXL Service Holdings, Inc. (the “Company”) for yourself or for the other individual is a crime. We have implemented measures to deter and to uncover such unlawful conduct. If the Company identifies such fraudulent conduct, it will result in, as applicable, the application being rejected, an offer (if made) being rescinded, or termination of employment as well as possible legal action against the impersonator(s). EXL may use artificial intelligence to create insights on how your candidate information matches the requirements of the job for which you applied. While AI may be used in the recruiting process, all final decisions in the recruiting and hiring process will be taken by the recruiting and hiring teams after considering a candidate’s full profile. As a candidate, you can choose to opt out of this artificial intelligence screening process. Your decision to opt out will not negatively impact your opportunity for employment with EXL.

Sr. Analyst - Finance, International Streaming As the Sr. Analyst of International Streaming this individual will provide financial and strategic support our International regions in consolidating, analyzing, and managing the P&L, and assist in regular reporting and ‘ad hoc’ analysis for business leaders. Responsibilities: Reporting to the FP&A Manager, this position will: • Business partner to regional teams internationally, • Support Finance Manager in maintaining oversight of the regional DTC P&L, • Responsible for detailed modelling of key metrics, marketing, subscriber additions, conversion, churn and revenue for the P+ business in these regions for all forecasts, outlooks, annual and long range plans, • Accurate reporting of P&L against forecast including narrative on business performance and variances, • Co-ordinate on the month end close process with cross functional finance teams, e.g. P2P, RtR, Controllership, • Focus on measuring, reporting and driving core KPI’s and business activity, • Support the long-range planning (LRP) process and quarterly reviews, Budget and monthly forecast process, • Collaborate with the wider International Finance team to drive process improvements through automation of reporting packages and dashboards to support all regions, • Ad hoc reporting, modelling, and analyses, and supporting local commercial teams with business case development, • Ownership of PO tracking and reporting, provide stakeholders with transparency of spend and ensuring POs raised in a timely manner, • Work with Controllers, Tax, Legal teams to determine requirements applicable to P+ in each region, • Ensure that the appropriate financial procedures and controls are maintained, including continuous review and improvement of working practices Requirements: Preferred Qualifications: • 5+ years of Finance/Accounting-related experience, • Demonstratable experience working in a similar role, experience working in entertainment / media industry is a plus, • Strong analytical skills, with an ability to understand and articulate financial data, • Advanced MS Excel and PowerPoint skills, • Experience working with SAP and LongView a plus, • Experience of interacting with stakeholder groups across multiple finance functions and regions, working in a fast-paced high-pressure environment, • Strong analytical and problem-solving skills, with an acute attention to detail, • Proactive self-starter who takes ownership and responsibility for assigned tasks, • Flexible attitude to achieve results, • Excellent time, project management, and execution skills, • Clear and Strong Communicator, • Ability to remain calm under conflicting deadlines and pressure, • Ability to manage multiple stakeholder groups, • Commercially focused with a client service approach, • Strong organization and prioritization skills to help manage the work and coordinate tasks to complete our deliverables, • Champions of working that promote DE&I advocacy Compensation: • Up to $49.34/hr. (W2) Req# VIAJP00001309/VIAJP00001351/VIAJP00001387

Rapidly growing NYC-based internet provider looking to hire Senior Accountant to join our team. This role will also work collaboratively with the Accounts Receivable analyst, Accounts Payables analyst, Senior Finance Director and future Financial Planning & Analysis Analyst.

The Senior Financial Analyst will report to the Senior Finance Manager and will support all financial planning and inventory monthly deliverables for the Sports & Entertainment Licensing Group.

Senior Financial Analyst to join the Store Development Finance team, supporting how we plan, forecast, and hindsight our company's capital investments. This team member should have thorough knowledge of financial processes and investment modeling. You must understand and communicate capital policy r

The Senior Analyst, Deal Strategy, will play a key role on the Distribution and Partnerships team, driving and supporting distribution and deal-related activity and monetization including strategic planning and financial modeling and analysis, supporting sales and marketing initiatives. We are seeki

The Financial Planning Group is responsible for the financial planning and advice tools platforms leveraged by Morgan Stanley Financial Advisors and clients. AVP, Financial Planning Business Analyst. As part of the Financial Planning team, this individual will support the development and management

The Senior Financial Analyst, Financial Planning & Analysis (FP&A), will play a central role by modeling critical business variables, providing dynamic and insightful analysis and being an integral part of all aspects of the FP&A scope, including long range strategic plans, annual budget and quarter

Job Description VP, IT Compliance Systems Business Analyst with Financial Experience Must have Jira, Confluence, ServiceNow, and SQL MUST be local to New York City, Hybrid Schedule at least 3 days onsite Salary Range: $111k to $165k No Sponsorship Available In this role you will bridge business needs and IT solutions within the compliance field. This role involves analyzing requirements, designing technology solutions, and ensuring effective implementation and maintenance of compliance systems. The ideal candidate will collaborate with stakeholders to gather requirements, define project scope, and ensure regulatory alignment. Responsibilities include developing and enhancing compliance systems such as case management, regulatory reporting, and surveillance tools. The ideal candidate will identify process improvement opportunities and implement technologies to streamline workflows and reduce manual work. Additionally, they will monitor and mitigate risks in compliance technology projects, ensuring data integrity and security. The ideal candidate should have a strong background in IT compliance, business analysis, and project management, with a deep knowledge of regulatory requirements and industry standards. Excellent analytical, problem-solving, and communication skills are essential. Key Responsibilities: • Translate complex compliance and regulatory requirements into clear, actionable technical specifications. Lead the analysis and design of compliance technology solutions, including surveillance, case management, and regulatory reporting systems. Identify and implement process improvements to enhance compliance workflows and reduce manual interventions., • Collaborate with cross-functional teams including Compliance, IT, Risk, and external vendors to define project scope and deliverables. Assist in the planning, execution, and delivery of compliance technology projects, ensuring they align with business objectives and regulatory standards. Manage project documentation, timelines, and deliverables using JIRA and Confluence. Support full project lifecycle from requirements gathering through UAT and post-implementation review., • Support the development and enhancement of compliance systems, including case management, regulatory reporting, and surveillance tools., • Ensure that all compliance technology solutions meet regulatory requirements and industry standards., • Identify opportunities for process improvements and implement technologies to streamline compliance workflows and reduce manual intervention., • Bachelor's degree in IT, Computer Science, Business Administration, or related field; advanced degree preferred., • 10+ years in IT compliance, business analysis, or related roles in financial services., • Proficiency in compliance tech solutions, regulatory reporting systems, and case management tools. Required: SQL, Oracle, Snowflake, Power BI, and reporting mockup design tools. Programming languages and database management a plus., • In-depth understanding of AML, sanctions screening, restricted data, employee trading monitoring, electronic communication surveillance, and regulatory reporting standards., • Strong analytical and problem-solving abilities to translate business needs into technical requirements and resolve complex compliance issues., • Excellent interpersonal and communication skills for effective collaboration with stakeholders at all levels., • Experience in supporting large-scale IT projects, with a solid understanding of project management methodologies (e.g., Agile)., • Improved compliance monitoring and surveillance capabilities., • Streamlined compliance processes and reduced manual intervention., • Successful support of compliance technology projects within budget and timeline.

Assistant Analyst ($60,764+): Bachelor's degree in Business, Finance, Economics, Public Policy Analysis/Administration, or a subject related to the specific assignment with no or one year of full-time experience in budgetary planning/management, financial analysis, public policy analysis/administrat

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

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

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

Position: Quality Analyst (WSP) Location: New York, New York Duration: Contract Job ID: 169387 Pay Range: $65-$75/hr. on W2 Job Overview: The QA/Business Execution Consultant will play a critical role in consulting on complex initiatives with broad impact and large-scale planning for Business Execution. The candidate will review and analyze multifaceted challenges, contribute to resolutions, and strategically collaborate with client personnel. This role involves auditing, testing, and validating processes, particularly focusing on written supervisory procedures (WSPs), and ensuring their effectiveness through the creation of a mini-audit system. Responsibilities: • Support the CIB Supervisory Framework., • Perform quality assurance of processes defined in Written Supervisory Procedures (WSPs)., • Identify opportunities to harmonize supervisor processes., • Define requirements to enhance evidencing of supervisory processes., • Design and implement monitoring controls or processes., • Perform analysis of required data components for control activities to automate where feasible., • Execute control activities in BAU and partner with business counterparts to escalate identified exceptions., • Communicate and train employees on new and/or enhanced related controls., • Maintain supervision standards, procedures, and standards., • Assist with the development and BAU execution of controls., • Partner with 2LoD Compliance to review Market Conduct and Supervision-related procedures., • Generate ad hoc reports and materials to communicate control outcomes and other key metrics. Qualifications: • 5+ years of experience in Business Execution, Implementation, or Strategic Planning, or equivalent demonstrated through work, consulting experience, training, or military service., • Experience with WSPs (written supervisory procedures)., • Ability to audit controls and processes, analyzing gaps in effectiveness., • Risk/control evaluation expertise., • QA process testing experience., • Understanding of trade regulations., • Proficiency in MS platforms (Excel, Outlook, Word, PowerPoint). Desired Skills (Not Required): • Middle office operations experience with an understanding of the business and trading products., • Consulting experience. Interview Process: • 30-minute video interview covering experience and education. Additional Notes: • Hybrid work model: 3 days in-office, 2 days remote., • Approved locations: New York, NY (42nd Street) and Charlotte, NC (550 S Tryon). About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to: • Pay any fee to be considered for, submitted to, or selected for any opportunity., • Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process., • Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup. Pay Range: $65 - $75 The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work. If you receive a suspicious message, email, or phone call claiming to be from PTR Global do not respond or click on any links. Instead, contact us directly at +1 214-740-2424. To report any concerns, please email us at

Job Description Position: Financial Planning & Pricing Analyst LHH Recruitment Solutions is working with a Consumer Product company to fill a temporary Financial Planning & Pricing Analyst role in New York, NY. This position will be working with the Revenue Management and Finance teams. We are searching for someone with previous experience in the Consumer products or Food and Beverage space (required). Please read on for additional details! Responsibilities: * Performing in depth expense analysis for specific product lines and forecasting expenses * Analyzing revenue and profitability per product line * Heavily utilizing Excel and building financial models to create an easily digestible depiction of findings for leadership team * Collaborating with internal teams such as Marketing, Sales, and inventory to review/set goals, determine relevant strategies, review departmental budgets, analyze market trends and expectations, and work on pricing per product line * Based on collaboration with teams above, performing pricing analytics to determine pricing adjustments to hit revenue goals * Working with FP&A team to assist in budget preparation process Qualifications: * Bachelor's Degree in Finance, Accounting, or related field required * 2+ years of experience in the Consumer Product, Manufacturing, or Food & Bev space is required * Experience with large ERP systems such as SAP or Oracle is preferred * Strong Excel skills including pivot tables, vlookups, if statements, macros, or tools such as Power BI and SQL Schedule * 9 - 5:30 PM, 40 hour work week. occasional overtime hours but not typical * 3 days in office, 2 days remote in Midtown, Manhattan Employment Type: * 3-4 month temporary role, with potential for extension If you are interested in this position, please Apply Now for consideration! The team is looking to move quickly. Pay Details: $38.00 to $44.00 per hour Search managed by: Marly Roche Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

The Squarespace finance team is looking for a highly motivated and analytical Lead Financial Analyst, Investments to join our Financial Planning & Analysis (FP&A) group. Proven ability to collaborate cross-functionally and communicate complex financial topics to non-financial stakeholders. Lead Fina

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

Job Description Project Forecast Administrator New York, NY If you post this job on a job board, please do not use company name or salary. Experience level: Mid-senior Experience required: 10 Years Education level: Bachelors degree Job function: Finance Industry: Insurance Pay rate : View hourly payrate Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No Financial Analyst - Please review the Job Insights Section to view the Must Have's and Important Guidelines for this role! Responsibilities: Financial Management: Manage and maintain project financials, including budgeting &, forecasting. Budgeting and Forecasting: Collaborate with tech product owners (TPM) & project managers (PM) to develop project budgets and forecasts. Monitor and analyse project financial performance, identify & document variances. Financial Reporting: Prepare and distribute regular financial reports to leadership highlighting key financial metrics, variances, and trends. Provide insights and analysis to support decision-making and ensure transparency and accountability. Stakeholder Engagement: Collaborate with technical product managers & project managers to provide financial guidance and support. Communicate financial information effectively and build strong relationships with project teams and stakeholders. 5.Process Improvement: Identify opportunities for process improvement and automation in financial management. Streamline financial processes, enhance data accuracy and integrity, and leverage technology tools to optimize efficiency and effectiveness. Project Governance: Maintain project governance processes and standards. Ensure adherence to project management methodologies, frameworks, and best practices. Develop and implement project management policies, procedures, and templates. Resource Management: Assist in resource allocation and capacity planning. Coordinate with project managers to ensure appropriate resource availability and utilization. Quality Assurance: Conduct quality reviews and audits to ensure compliance with project management standards and requirements. Identify areas for improvement and implement corrective actions. Facilitate lessons learned sessions and knowledge sharing. PMO Support: Provide administrative and operational support to the PMO. Maintain project management tools, templates, and repositories. 1Continuous Improvement: Identify opportunities for process improvement and optimization within the PMO. PMO Governance and Compliance: Ensure compliance with organizational policies, standards, and regulatory requirements. Support internal and external audits by providing accurate and complete project documentation. Maintain PMO governance frameworks and controls. Qualifications/Skillset: Degree in business, finance, accounting, or a related field. Part Qualified accountant CIMA, ACCA Proven experience in project financial management, budgeting, and forecasting. Strong analytical and critical thinking skills. Proficiency in financial management software and tools. Excellent attention to detail and accuracy. Attention to detail and ability to work with complex data. Strong communication and interpersonal skills. Ability to work collaboratively in a team environment. Knowledge of project management methodologies and frameworks (e.g., Agile, Waterfall).

Job Description Above the Role InvestCloud is looking for an intelligent, practical individual with experience in delivering financial technology. This role affords the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very strong analytical and organizational skills, solid knowledge in SDLC, a strong sense of ownership, a demonstrated history of positive results in delivering financial technology, a genuine willingness to learn, and the capability to quickly master new skills. What does a great Business Systems Analyst do? We’re looking for a highly collaborative, detail-obsessed Business Systems Analyst (BSA) who thrives at the intersection of finance, data, and agile engineering. In this role, you’ll help shape and deliver digital solutions for the US wealth management industry, working side-by-side with engineers to turn complex requirements into clear, testable, and executable features. If you're energized by solving problems, love diving deep into investment data, and believe great software is built through shared understanding and shared ownership—read on. What You’ll Do • Be the team’s clarity engine. Collaborate and help teams translate financial and business complexity into crisp, well-scoped user stories, test scenarios, and solution diagrams., • Partner. Collaborate deeply with engineers, QA, product managers, and client SMEs—bringing a shared commitment to build the right thing the right way., • Deliver executable requirements. Use real-world examples, data samples, and BDD-style acceptance criteria to ensure requirements are ready to go—not open to interpretation., • Model systems with context. Create data flows, entity models, and transformation logic that reflect the unique nuances of wealth management workflows—from custodial feeds to performance reporting., • Support delivery excellence. Participate in sprint ceremonies with an agile mindset: iterating quickly, validating frequently, and improving continuously., • Test what matters. Work with product and engineering to create test cases that reflect real-world usage, especially in our case where accuracy and compliance are key., • 5+ years in a Business Analyst or Business Systems Analyst role, ideally, in a financial technology or wealth management environment, • Familiarity with the US investment advisory ecosystem—RIAs, custodians, portfolio accounting systems, performance, and/or client reporting, • Strong fluency in agile delivery practices, with a love for collaboration over handoffs, • Comfort working directly with engineers, QA, and product managers to refine stories, integrations, APIs and data models, • Experience with data mapping, SQL, and working with large financial datasets (e.g., transactions, positions, holdings, valuations), • An instinct for system thinking—you zoom out after zooming in, • Experience writing acceptance criteria using BDD-style formats (e.g., Gherkin), or willingness to learn, • Experience with portfolio accounting systems (e.g., Advent APX, Tamarac, Orion, Black Diamond), • Understanding of data integration from custodians (e.g., Schwab, Fidelity, Pershing), • You love working collaboratively with engineers and take pride in crafting stories that spark ideas—not confusion., • You believe excellence comes from shared understanding—and are relentless in making sure no one’s guessing., • You value evidence over opinion, clarity over complexity, and working software over process for its own sake. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Invest Cloud 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. #LI-BH1

Job Description Position: Analyst / Senior Analyst – Credit Operations & Portfolio Monitoring Location: New York, NY A leading global investment organization is seeking a detail-oriented and collaborative Analyst or Senior Analyst to support operational, administrative, and monitoring functions within its private credit investment platform. This role will be based in the New York office and will work closely with internal teams and external service providers to ensure smooth transaction execution, portfolio oversight, treasury operations, and performance reporting. Key Responsibilities Transaction Execution & Investment Support * Coordinate all operational aspects of new credit transactions, including wire processing, trade settlements, and documentation review * Liaise with loan agents and counterparties to track payments, ensure KYC requirements are met, and resolve settlement discrepancies * Maintain strong working relationships with service providers such as custodians, fund administrators, and valuation agents * Support investment teams with portfolio analytics and concentration risk analysis * Develop a strong understanding of the structural nuances across credit strategies Treasury & Liquidity Management * Forecast short- and medium-term cash needs across investment entities * Monitor cash positions, prepare reconciliations, and initiate fund transfers as needed * Support internal finance and treasury teams with capital activity planning Portfolio Analytics & System Oversight * Reconcile and validate investment data across systems (e.g., portfolio management and loan tracking platforms) * Generate and maintain dashboards and reports capturing performance metrics, return attribution, and risk exposures * Contribute to system enhancement initiatives and process improvement projects Reporting & Financial Oversight * Support investment accounting and reporting processes, including creation of new investment records * Prepare recurring performance, exposure, and operational reports for internal stakeholders * Collaborate with audit teams during annual reviews and address documentation requests Qualifications * Bachelor's degree in Finance, Accounting, Economics, or a related field * CPA or CFA designation (or progress toward) is preferred * 3–5 years of experience in investment operations, fund accounting, or credit administration * Familiarity with private credit, direct lending, or structured finance transactions is a plus * Experience with systems such as Wall Street Office (WSO), Allvue, or similar portfolio management tools is an asset * Strong Excel and data analysis skills; experience with data visualization tools is a bonus * Strong attention to detail, ability to manage competing priorities, and excellent interpersonal skills

Job Description Strategic Planning Analyst Responsibilities and Duties: • Develop/maintain/update bank-wide strategic plan and capital plan., • Maintain planning assumptions/documentation, address inquiries from stakeholders, auditors and regulators., • Support multi-year strategic planning by conducting research to develop industry, economic, and market assumptions; assisting in the design and execution of strategic and economic scenarios; support balance sheet and P/L forecasting under different scenarios; performing sensitivity analysis on planning assumptions; assisting quantitating resources for strategic initiatives; and generating planning documentation., • Work through the annual capital planning process by assisting in defining targeted capital ratios and allocating capital buffers; supporting capital adequacy analysis and forecast, identifying the capital gap in the plan time frame; preparing capital injection application documentation; and facilitating the funding of injected capital., • Conduct research to identify strategic and capital investment opportunities on topics including fintech, bank licensing, business structure optimization, and potential M&A opportunities for management., • Analyze key P&L revenues/expenses drivers, areas for growth, and synergies to support decision-making across LOBs., • Prepare monthly financial management reporting presented to Board of Directors, including gap analysis of actual results vs. prior years, vs. forecast and vs. budget to business partners, • Prepare benchmark analysis comparing financials and metrics to competitors and other peers in the market., • Assist Board meeting affairs and Board member communications., • Develop value-added analytics for the strategic management decision-making process, • Perform ad-hoc analysis to be presented to management Competencies: In order to perform the job successfully, an individual should demonstrate the following • Bachelor’s degree or above in Finance or a related field, • Two-year prior experience in the same or a related occupation involving financial statement analysis and forecasting., • Must have knowledge in BASEL III Framework or capital regulation evidenced by any amount of experience in corporate finance or capital management, • Written Communication - Writes clearly and informatively in English and Chinese

Job Description Are you a data-driven finance professional looking to make a strategic impact in a fast-paced, multi-unit environment? A PE owned, industry-leading organization is seeking a highly analytical Analyst or Senior Financial Analyst to join its Financial Planning & Analysis (FP&A) team. This role supports the Director of FP&A and offers exposure to executive leadership across three dynamic business segments. Key Responsibilities: * Develop and maintain driver-based financial models incorporating seasonality, productivity, pricing, and cost trends. * Assist in the creation of annual budgets, quarterly forecasts, and long-range planning models. * Support strategic initiatives such as market expansion, service line launches, and vendor negotiations. * Prepare monthly reporting packages, variance analyses, and performance dashboards. * Monitor key performance indicators (KPIs) to identify trends and drive margin improvement. * Collaborate with cross-functional teams including accounting, operations, and business unit leaders. * Translate complex financial data into clear, actionable insights for internal stakeholders. * Contribute to process improvements and automation using tools like Excel, NetSuite, and BI platforms. Qualifications: * Bachelor’s degree in Finance, Accounting, Economics, or a related field. * Minimum 2 years of experience in FP&A, corporate finance, or consulting. * Strong analytical and problem-solving skills with high attention to detail. * Proficiency in Excel and financial modeling; experience with NetSuite, Hyperion, or BI tools is a plus. * Excellent communication and collaboration skills across departments. * Self-starter with strong organizational skills and ability to manage multiple priorities. Pay Details: $95,000.00 to $105,000.00 per year Search managed by: Beena Haniff Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Analyst ($77,327+): Bachelor's degree in Business, Finance, Economics, Public Policy Analysis/Administration, or a subject related to the specific assignment and a minimum of two years responsible budgetary planning/management, financial analysis, public policy analysis/administration or a related f

Financial Analyst supporting our facility in The Woodlands, TX or in San Jose, Costa Rica. The role will provide in-depth financial planning and analysis of the global performance of the Polyurethanes division. Ad-hoc financial analysis, business and CAPEX projects and modeling support related to th

Authentic is a unified platform that integrates M&A, brand strategy, creativity and digital innovation to unlock the power of its global Lifestyle and Entertainment portfolio. Authentic is seeking a FP&A Analyst, Lifestyle to join the Financial Planning and Analysis team. This position will be respo

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Financial Analyst for Corporate Operations is responsible for supporting the financial planning and forecasting for NBCU Corporate Functions. Financial Analyst, Corporate Operations. Continually review financial processes to improve overall efficiency and accuracy and drive effective financial forec

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The Finance and Planning Analyst reports to the Planning Team Manager and aggregates and reports financials that contribute to management decisions in a timely manner, while also supporting various strategic planning from a financial perspective. In JCB, the Planning Team formulates strategies, impl

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FOX News Media is looking for a curious, detail-oriented and results-driven Junior Financial Analyst to join our Financial Planning and Analysis team in New York City. Financial Analyst, you will analyze and report the weekly, monthly and annual performance of FOX News Media and its business units.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role As a Finance Analyst / Associate, you will have the unique opportunity to support Charlie Health's rapid growth and most important financial and operational decisions with analytical insights and strategic recommendations. Reporting to the Director of FP&A, you will be a key financial thought partner to Charlie Health's department leaders throughout the organization as you support the Revenue and OpEx budgeting, forecasting, and reporting processes. This is a high impact, highly visible role on the Strategic Finance team, which plays a critical role in shaping Charlie Health's long-term business strategy, planning, and execution. Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way. Responsibilities • Contribute to month end close as a key stakeholder to ensure accurate allocation of expenses to departments and timely delivery of financial statements., • Create budgets, forecasts, and projections supporting individual departments and the overall company., • Develop reports to track budget vs. actuals and provide visibility to cross-functional business partners and company leadership., • Apply business judgment and financial models to assist with strategic decision-making related to new initiatives, products, and business opportunities in a fast paced, dynamic environment., • Support special projects to continuously improve, automate, and scale revenue and cost forecasting and reporting tools, processes, and methodologies., • Develop automations for operational aspects of the financial planning & analysis processes., • Support any various other financial activities including M&A, creation of board of directors meeting materials, and other investor reporting materials.Requirements, • Bachelor's degree in Business, Accounting, Finance, Economics, or a similar subject area preferred., • 1-4 years of professional experience, ideally in a mix of professional services (e.g., Financial or Management Consulting, Investment Banking, Private Equity) and highly analytical roles at a high growth venture backed company (e.g., Sales or Revenue Operations, Strategic Finance, Strategy, Operations)., • Highly proficient in Excel / Google sheets and PowerPoint / Google slides., • Experience in building insights from scratch including sourcing, transforming, analyzing, and presenting complex financial and operational data in a simple, easily understandable way., • Driven self-starter who enjoys rolling up their sleeves and building complex financial models in Excel or similar tools., • Deep understanding of the 3 main financial statements and how they tie together., • Excited by the chance to join a high-growth company with the ability to make an immediate impact in a fast-paced, dynamic working environment., • Good sense of humor. You enjoy the work you do and the people who work with you., • Work authorized in the United States and native or bilingual English proficiency., • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description We are seeking a Market Intelligence Analyst to provide commentary, analysis and insights about payments for American Banker’s executive-level subscribers. The ideal candidate will have a solid understanding of the payments industry and how banks work. Essential skills include the ability to analyze the most important trends in the worlds of payments and banking and explain clearly what’s at stake for executives in the field. The Market Intelligence Analyst will guide strategic decision-making by executive audiences with timely, actionable insights and advice about market data, trends, news, and competitive activity. This role requires a keen understanding of the payments landscape, the ability to identify emerging opportunities and threats, and the communication skills to translate complex information and data into clear, concise, and impactful reports and opinion pieces for payments executives. A nimble communicator and writer, the person in this role will be expected to create timely content ranging from quick takes on breaking news to in-depth research reports. The analyst will be in tune with the evolving future of banking, from on-chain finance to embedded banking, the future of credit cards and cross-border payments. An ability and eagerness to engage with American Banker’s executive-level subscribers is key, as the analyst will be a face and voice of the brand, leading roundtable and other discussions at events both internal and external. The analyst will operate independently from the reporting team but will collaborate closely with the newsroom, research, and events to elevate American Banker’s thought leadership and visibility among payments leaders. Responsibilities: * Data Collection and Analysis: * Analyze proprietary surveys and select data from other sources to produce research reports for targeted executive roles in the banking and payments industries. * Utilize data analysis tools and techniques to identify trends, patterns, and correlations. * Develop and maintain market intelligence databases and dashboards. * Market Monitoring and Analysis: * Actively monitor and track global news, economic indicators, and regulatory developments relevant to target executive rules. * Analyze market trends, competitor activities, and customer behavior to identify potential opportunities and risks. * Assess the impact of geopolitical events, economic shifts, and technological advancements on the competitive landscape. * Maintain and grow connections and sources within the Payments industry to support analysis and provide additional context. * Reporting and Communication: * Prepare and deliver regular and ad-hoc market intelligence reports, presentations, and briefings to executive leadership and other stakeholders. * Communicate findings in a clear, concise, and actionable manner, tailoring the message to the audience. * Create a daily newsletter for subscribers with need-to-know payments analysis, establishing familiarity among American Banker subscribers and building personal voice and authority. * Provide insights and recommendations to support strategic decision-making through webinars, salon dinners, podcasts, events and on-air appearances. * Strategic Support: * Collaborate with cross-functional teams, including editorial, sales, marketing, product development, and strategy, to provide market intelligence support. * Contribute to the development and implementation of subscriber growth strategies, product launches, and marketing campaigns. * Participate in scenario planning and risk assessment exercises. Qualifications: * Education: * Bachelor's or Master's degree in Business, Economics, Marketing, Finance, or a related field. * Experience: * 5+ years of experience in the banking and payments industries as a subject matter expert, analyst, market researcher or a related field. * Demonstrated expertise in data analysis, reporting and visualization. * Proven ability to identify and communicate market trends and insights. * Skills: * Strong analytical and problem-solving skills. * Excellent written and verbal communication skills. * Proficiency in data analysis and visualization tools (e.g., Excel, Tableau, Power BI). * Ability to work independently and as part of a team. * Ability to meet tight deadlines. * Intellectual curiosity and a passion for learning. Key Competencies: * Market Research and Analysis * Data Collection and Analysis * Competitive Intelligence * Strategic Thinking * Communication and Presentation * Problem Solving * Attention to Detail * Adaptability About Arizent: Arizent is a business information company that advances professional communities by providing insights and analysis and convening industry leaders. The company uses deep industry expertise and a data-driven platform to deliver its services, which include subscriptions, marketing services, live events and access to Leaders, an executive forum. Arizent also connects business communities through leading financial services brands like American Banker, The Bond Buyer, Financial Planning and National Mortgage News, as well as professional services brands like Accounting Today, Employee Benefit News and Digital Insurance. We are looking for creative thinkers with the skills and drive to help advance our vision. If you are interested in bringing 150 years of experience and reputation together with a start-up mentality, then we invite you to get to know us. Why Join Arizent? At Arizent, we believe that equal employment opportunity is not just a policy; it's a source of strength and innovation. We are committed to fostering an inclusive workplace where all employees feel valued, respected and empowered to bring their authentic selves to work. Our inclusive culture encourages individuals to reach their full potential. Our dedication to inclusion and belonging is reflected in our Employee Resource Groups (ERGs), which play a crucial role in creating a supportive and enriching work environment. We offer a competitive compensation and benefits package. Applicants are invited to state their salary expectations in their cover letter. Salary determination will be based on factors such as the candidate's work experience, knowledge, skills and geographical location. Our generous benefits package includes medical, dental, and vision coverage; disability and life insurance. In addition to holiday pay, we offer parental leave, paid vacation, sick, personal and mental health days; a 401(k) program; a pretax transportation payment program and a fitness reimbursement program. As an equal opportunity employer, we provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, height and weight, protected veteran status or any other protected status. This policy of equal employment opportunity applies to all terms and conditions of employment.

Job Description StubHub is on a mission to redefine the live event experience on a global scale. Whether someone is looking to attend their first event or their hundredth, we're here to delight them all the way from the moment they start looking for a ticket until they step through the gate. The same goes for our sellers. From fans selling a single ticket to the promoters of a worldwide stadium tour, we want StubHub to be the safest, most convenient way to offer a ticket to the millions of fans who browse our platform around the world. As we continue our ambitious growth journey, we're seeking a talented Strategic Finance Analyst to support our growing Strategic Finance team. This is a unique opportunity to play a pivotal role in shaping the future of our financial operations and partnering with senior leadership to drive long-term growth. In this role, you'll gain valuable experience working alongside a seasoned team and contribute to building a robust Strategic Finance foundation. You'll play a key role in analyzing financial data, developing forecasts, and translating complex information into actionable insights that drive informed decision-making. Location: Hybrid (3 days in office/2 days remote) – New York, NY What You'll Do • Partner with Strategic Finance leadership and team members to conduct financial analysis, develop forecasts, and create reports to support strategic decision-making., • Conduct variance analysis to identify trends, risks, and opportunities, presenting findings to business leaders and the Strategic Finance team., • Build and maintain financial models to support various business needs., • Play a key role in updating and maintaining the company's corporate-level forecast consolidation of the global P&L and cash flow., • Regularly craft presentations (quarter-end earnings and Board meetings) and summarize data for Finance leadership to facilitate decision-making., • Stay up-to-date on industry trends and best practices in financial planning and analysis., • 3-5 years of experience in Investment Banking/Equity Research, Consulting, or Strategic Finance at a large company., • It's critical to have a strong understanding of (and passion for!) financial statement analysis and the interaction between the financial statements., • Extensive experience conducting quantitative/ financial analysis and developing recommendations., • Deep understanding of key accounting concepts, and experience developing/automating financial forecast models and management reports on financial/operational performance., • Extremely proficient with Excel, PowerPoint., • Experience working with large data sets., • Extremely detail-oriented., • Accelerated Growth Environment: An environment designed for swift skill and knowledge enhancement, where you have the autonomy to lead experiments and tests on a massive scale., • Top Tier Compensation Package: Competitive base, equity, and upside that tracks with your impact., • Flexible Time Off: Embrace a healthy work-life balance with unlimited Flex Time Off, providing you the flexibility to manage your schedule and recharge as needed.

Job Description Hunter Douglas is the world's leading manufacturer of window coverings and a major manufacturer of architectural products. We are a brand that you know and trust. With more than 100 years of innovation, we've defined our industry with proprietary products that deliver revolutionary style and functionality and can be found in millions of homes and commercial buildings globally. We are searching for candidates that are driven, intelligent, creative, and entrepreneurial. By offering challenging and accelerated opportunities for growth, powered by a shared hunger for success, we create a space for your career to thrive. In return for your expertise, we are committed to providing competitive and robust total compensation and benefit packages to ensure you feel valued. Our dream is to become the fastest growing, most loved, window covering company in the world. What's yours? Position Overview We are seeking a detail-oriented and analytical Commercial Finance Senior Analyst to partner the Sales, Marketing & broader finance teams. This individual will support commercial financial planning, overseeing financial forecasting, annual commercial budgeting process, drive cost visibility & tracking for commercial functions & lead management reporting cycles. This is a highly visible, hands-on role that mixes the strategic elements of commercial with analytical prowess & stakeholder management. What you'll do • Business partnering & strategic planning, • Act as a trusted business partner to Commercial leadership, • Lead elements of the annual planning, quarterly forecasting & long-term strategic planning processes, • Provide forward-looking insights, shaping commercial decision-making with clear recommendations., • Revenue & commercial analytics, • Drive in-depth analyses of volume, revenue, and margin profitability across business units, regions, and categories., • Lead financial assessments of PVM and trade investments, partnering with the Revenue Growth Management team to optimize returns., • Scenario modelling & business support, • Develop robust, dynamic financial models and frameworks to support high-impact commercial decisions, such as market expansion, new product launches, and promotional effectiveness., • Develop and deploy dynamic tools and frameworks with sensitivity analysis and scenario planning, • Reporting & Insights, • Design and deliver dashboards and executive-ready reports to track and interpret performance., • Lead visibility into ZBB (zero-based budgeting) and efficiency initiatives., • Partner with leaders to support monthly performance reviews and annual business reviews with actionable insights., • Cross-Functional Collaboration & Management Support, • Collaborate with Sales, Marketing, Supply Chain, Product, and Finance leaders to align commercial strategy with financial outcomes., • Be a key contributor to the integrated business planning process, ensuring alignment between demand planning and financial forecasts., • Deliver presentations and insights to senior leadership and cross-functional stakeholders., • Bachelor's degree in finance, accounting, economics or related field (MBA or CPA/CFA a plus), • 3-6 years in finance-related roles, preferably in FP&A, corporate finance or similar analytical role., • Advanced analytical skills with mastery in Excel, SQL, and data visualization tools (e.g., Power BI, Tableau), • Experience with ERP systems (e.g. SAP, Oracle, NetSuite) and BI tools (e.g. PowerBI, Tableau) preferred., • Strong communication and presentation skills, with ability to influence senior stakeholders., • Achievement Focused – Focuses on what is important and demonstrates a sense of urgency, successfully managing multiple priorities., • Project and Task Management – Plans and implements projects or tasks with well-defined objectives and outcomes., • Continuous Learning Mindset – Demonstrates a commitment for learning new skills and proactively strengthens current knowledge and skills., • Critical Thinking – Anticipates events and potential problems before they arise., • Decision Making – Initiates actionable and practical solutions when faced with challenges., • Communication – Communicates in a tone and matter that demonstrates respect; and responds effectively to the views and opinions of others., • Interpersonal Skills – Engenders a positive climate using optimism, integrity and sincerity., • Resilience/Adaptability – Maintains an optimistic outlook, responding constructively when presented with change., • Job Knowledge, Skills, and Abilities – Demonstrates an in-depth knowledge of their own profession and essential functions of the job. Hybrid; Office Monday through Wednesday What's in it for you • Annual base salary range: $95k- $100k, • Bonus target range: Up to 20%, • Generous benefits package including medical, dental, vision, life, disability, • A company culture that prioritizes internal development and professional growth, • Time off with pay, • 401(k) plan with a degree of employer matching, • Paid parental leave #LI-Hybrid By submitting your application below, you are providing your prior consent to receive SMS messages to notify you of any updates to your application status and to engage in discussion throughout your application process. You can cancel the SMS service at any time. Just text "STOP" to any of our texts to unsubscribe. Message & data rates may apply. Message frequency may vary. If you have any questions regarding privacy, please read our privacy policy, or terms of use

Job Description 9 Months Contract- NYC- Hybrid End date -5/28/2026 Position: Business Analyst Company Overview: Direct Recruit Agency is a leading recruitment agency, connecting top talent with top companies across various industries. Our mission is to help businesses grow and succeed by finding the right people for the right roles. We are committed to providing exceptional service to both our clients and candidates, and we are looking for a highly skilled Business Analyst to join our team. Position Overview: This Business Analyst role focuses on supporting the operations, compliance, and governance of the Client-ONE Alternative Trading System (ATS). A few key responsibilities include producing and reconciling performance metrics; protecting confidential trading information (CTI), and supporting the Supervisors with Subscriber and Business Unit matters related to the Client-ONE ATS. Banking Global Markets Inc. is a global investment bank and securities brokerage firm that, along with its Banking affiliates, provides complete financial solutions to corporations, governments, institutions, and individuals in 100 countries. Client-ONE is an alternative trading system (ATS) registered with the Securities Exchange Commission (SEC). Banking Global Markets, Inc. (CGMI), is the Broker-Dealer Operator of the Client-ONE ATS. Key Responsibilities: Objectives: Produce and reconcile Client-ONE ATS metrics. Focus on safeguarding, limiting, and protecting confidential trading information (CTI) about the Client-ONE ATS (alternative trading system) to those who operate or provide compliance to the ATS [SEC Rule 301(b)(10)] Align SEC Rule 304 of Regulation ATS to Client-ONE and understand the process of the Form ATS-N filing(s), including the change process (amendments), to ensure proper and adequate disclosure. Assist in the production of high-quality governance documentation that meets applicable standards for its intended audience, either with direct or indirect assistance from technology partners -- ATS monthly Governance Forum, Business Requirements, Functional | Design Requirements, Implementation and Test Plans, etc. Provide support to the Client-ONE ATS Supervisors (primary and delegate) as it pertains to Direct and Indirect Subscribers, CGMI Business Units, and Affiliates. [Indirectly] Assist in providing certain support services related to CGMI's supervisory, compliance, surveillance, recordkeeping, and reporting obligations about Client-ONE. Collaborate in partnership with Operations Compliance and Network, LLC (Ocean) and teams (internally and externally) to ensure various end-to-end initiatives and processes for ATS Participants are completed and working as designed. Assist in gathering, drafting | editing, and adhering to developing Client-ONE standard operating procedures (SOPs) and written supervisory procedures (WSPs). Collaborate with technology partners (internal and external) to draft, develop, and implement documentation for new and enhanced functionality within the ATS. Additional Job Description Qualifications: · Bachelor's degree or the equivalent [candidate must have the necessary working Knowledge, Skills, and Abilities (KSAs) to be able to perform the functions of the advertised position proficiently]. · Knowledge of the U.S. regulatory environment regarding alternative trading systems and the electronic equity trading business. · Preferably, but not required, Client registrations (e.g., Series 7, 55, 63). · General working knowledge of Technology (Application Development and Infrastructure) as well as the Financial Information eXchange (FIX) protocol, JIRA, etc. · Robust communication (written, verbal, and listening) skills. Excellent written skills in English. · Problem solver, self-motivator. · Time management skills must illustrate good organizational skills and the ability to exercise control over the amount of time spent planning and focusing on initiatives and execution. · Excellent MS Excel and PowerPoint skills. · Team player and client (internal and external) friendly. • Conduct data analysis to identify trends, patterns, and insights, • Collaborate with clients to understand their business goals and objectives, • Develop and maintain relationships with clients to ensure their needs are met, • Use data to create reports and presentations for clients, • Identify areas for improvement and make recommendations for process optimization, • Stay updated on industry trends and best practices, • Work closely with our recruitment team to identify and attract top talent for our clients, • Provide support and guidance to junior analysts and team members Why Work for Us: • Competitive salary and benefits package, • Opportunity for growth and career development, • Dynamic and supportive work environment, • Collaborative and inclusive company culture, • Work with top clients and candidates in various industries If you are a highly motivated and analytical individual with a passion for helping businesses succeed, we want to hear from you! Join our team at Direct Recruit Agency and make a difference in the world of recruitment. Apply now!

Job Description Our Vision: To make New York City the global model for inclusive innovation and economic growth, fueled by the City's diverse people and businesses. Our Mission: Creating a vibrant, inclusive, and globally competitive economy for all New Yorkers. Position Overview: This position provides the opportunity to work closely with other NYCEDC Departments and NYCEDC partners on the budget planning and implementation of many of the City's major economic development initiatives. The Analyst will shepherd projects through the internal and external review process by working closely with project managers across the corporation. While this position is under the Budget Capital Team, it may also require working on NYCEDC's expense budgets. Essential Duties and Responsibilities: • Coordinate all budget activities and documents for assigned projects and programs. This will require communicating with a variety of stakeholders including project managers, senior management, other City agencies, City Hall, and elected officials' offices., • Assist in the preparation of the expense and capital budgets., • Use the City's Financial Management System (FMS) and internal systems to reconcile project budgets periodically. Work with the Accounting Department to correct any discrepancies., • Guide project managers through the City's and NYCEDC's various approval processes. Prepare submission documents to the Office of Management and Budget (OMB) and the City Comptroller for review. Actively work as budget liaison with these and other City entities to ensure that approvals are received in a timely manner., • Review project contracts, change orders, amendments and payments for both construction and consulting services., • Accurately track and monitor obligations and the use of resources through the review of financial data. Provide analyses on the corporation's budget requests and allocations., • Present recommendations on project and expense budgets as well as status updates to senior management., • Coordinate closely with the financial planning team to ensure the effective integration of program and project budgets into the corporate financial plan., • Provide expert advice as well as customer support to the entire corporation on budget-related matters., • Bachelor's degree in Accounting, Finance, Business, Economics, Math, or related field, • Demonstrated communication skills including verbal, written, and presentation, • Detail-oriented with the ability to work accurately with numerical information, • Proven analytical skills and uses a data-driven approach to assess issues and recommend solutions, • Ability to track and manage competing priorities across a portfolio of several projects, • Ability to respond to requests for information promptly, • Proficiency in Microsoft Office (Microsoft Excel is a must) and databases, • At least 1 year of work experience, with a focus on budgeting, forecasting, costing, and financial analysis, • Budget or Project Management experience, • Expense and Capital Download experience a plus, • Database knowledge/experience; City Financial Management System (FMS) a plus, • Experience in interfacing with senior officials and management, • Interest in urban infrastructure and economic development initiatives across New York City, • Experience in budgetary planning/management, procurement, project management, financial analysis, public policy analysis or a related field. NYCEDC is committed to offering competitive benefits to support employee health, happiness, and work-life balance. We offer comprehensive benefits and unique perks to ensure NYCEDC employees flourish in their professional and personal lives: • Generous employer subsidized health insurance, • Medical, dental, and pharmacy plans, • Vision and hearing benefits, • Flexible spending accounts for healthcare and dependent care, • Short term and long-term disability coverage, • 100% employer covered life insurance and supplemental life insurance coverage, • Up to 25 vacation days, • Floating Holidays and Summer Fridays, • Parental leave - up to 20 paid weeks, • Retirement savings programs, • Company-paid 401(a) defined contribution plan, • 457(b) tax-advantaged retirement savings plan, • Tuition Reimbursement program, • Continuing education and professional development, • Public Service Loan Forgiveness (PSLF) eligible employer, • College savings plan, • Backup childcare, • Gym membership discounts, • A Calm.com membership for mindfulness and mental health support The New York City Economic Development Corporation is an Equal Opportunity Employer. Our Diversity, Equity, and Social Responsibility Mission is to create a People First strategy by attracting, retaining, and engaging a diverse and talented workforce. Like the city of New York, NYCEDC knows our strength comes from each of our connected parts, making the fabric of our organization better and stronger because of our unique employees' talents. For more information, visit our website at edc.nyc.

Job Description Position Title: Business Operations Analyst Location: Lyndhurst, NJ (Onsite with occasional flexibility) Employment Type: Full-Time, Exempt Position Summary About the United States Maritime Alliance (USMX) The United States Maritime Alliance, Ltd. represents container carrier members and port associations serving the East and Gulf Coasts of the United States. Our mission is to protect and advance the collective interests of our members through strong labor relations, operational excellence, and strategic collaboration. We are committed to delivering value through innovation, efficiency, and a people-first approach. Position Summary The Business Operations Analyst will play a key role in supporting the strategic and financial operations of USMX by providing analytical, planning, and operational support to the CFO. This new role is designed to grow and expand to better meet the needs of a fast-growing organization in a dynamic work environment. The ideal candidate is a data-driven problem solver with strong business acumen, modeling expertise, and a commitment to organizational excellence.Key ResponsibilitiesFinancial and Operational Analysis • Create and maintain ongoing financial analysis, forecasting, and modeling to support strategic decision-making as it relates to labor agreements and industry trends., • Create and prepare reports and dashboards to track contract performance metrics and industry financial benchmarks., • Assist with internal budget development and variance analysis, including quarterly and annual reporting cycles.Strategic Planning and Support, • Provide analytical support for organizational initiatives, including labor relations, contract negotiations, benefit funds, government regulations, and public relations., • Support strategic and scenario planning activities in collaboration with senior leadership and department heads., • Monitor industry trends and evaluate their impact on operational and financial strategies.Process Optimization and Risk Management, • Evaluate and improve internal controls, financial workflows, and reporting mechanisms., • Identify operational inefficiencies and support implementation of improved systems and technologies., • Collaborate with internal teams as well as association members to ensure cross-functional alignment and compliance.Leadership and Succession Support, • Serve as a key partner to the CFO in managing day-to-day operations and special initiatives., • Participate in executive team meetings, board preparation, and other stakeholder presentations as needed.QualificationsRequired:, • Bachelor’s degree in finance, Business Administration, Economics, or a related field., • Minimum 5 years of experience in financial or operational analysis, ideally in logistics, maritime, or industrial sectors., • Advanced Excel and financial modeling skills; familiarity with financial systems., • Excellent written and verbal communication skills; ability to present data clearly to diverse audiences.Preferred:, • MBA preferred., • Experience working in unionized environments or within maritime/port operations is a plus., • Exposure to organizational planning or leadership development is highly desirable.Key Competencies, • Strategic thinking with a high degree of business and financial acumen., • Attention to detail balanced with a view of the “big picture.”, • Proactive, self-motivated, and adaptable under pressure., • Strong interpersonal skills; comfortable interfacing with executives, board members, and external partners., • Communication: Must be able to communicate effectively in both written and verbal form., • Mobility: Must be able to occasionally move about inside the office to access files, equipment, and colleagues., • Visual acuity: Must be able to review detailed documents and reports., • Manual dexterity: Must be able to operate a computer and related equipment., • Lifting: Occasional lifting of up to 10 pounds may be required.Work Schedule and Travel:, • This role is based primarily in the Lyndhurst, NJ office with occasional remote work opportunities., • Competitive salary and 100% employer sponsored benefits package., • A collaborative, mission-driven environment in a critical sector of the U.S. economy., • While USMX is a lean organization, there are abundant opportunities to expand your expertise, develop new skills, and take on meaningful challenges. Powered by JazzHR Es3v1zEX6B

Job DescriptionCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description Team Summary Global Treasury in collaboration with the FX and Cross Border Solutions teams are charged with leading the design, build, and commercialization of best-in-class flexible enterprise-wide FX, settlement, virtual accounts, and currency management solutions as we seek to meet the growing and increasingly diversified needs of clients moving funds around the world. Additionally, this team drives Visa’s consumer cross border strategy for FX, multicurrency solutions, A2A, and wallets, as well as driving coordination and consistency with Visa’s Money Movement cross-border strategy. What’s it all about? This Analyst role is part of the Visa Direct Money Movement Solutions Treasury team, which is the function responsible for providing liquidity management, risk analysis of trading partners, FX risk mitigation and conversion services to the overall Visa Direct business. The team is part of the broader Global Treasury & FX and Cross Border Solutions team. The role will be located in New York and report to the Sr. Manager, MMS Treasury North America and will act to implement treasury procedures, daily foreign exchange conversions for cash management, liquidity strategies and ongoing analysis to increase efficiencies as outlined by the Treasury team. What we expect of you, day to day. • Responsible for executing the daily liquidity and cash positioning process, ensuring adequate liquidity across all accounts to facilitate Visa Direct Account / Wallet (fiat / crypto) transaction flow., • Work closely with and provide support to the Payment Operations team, ensuring that payments are dispatched in a timely and cost-effective manner., • Perform cash forecasting and collaborate closely with the Financial Planning and Analysis (FP&A) team to effectively manage MMS liquidity, striving to establish synergies wherever possible., • Participate in internal meetings for the onboarding of liquidity providers, payment hub projects, and the review of credit limits risk (collaborating with CSR), providing treasury expertise where required., • Aid key stakeholders (commercial) in providing competitive FX pricing and liquidity solutions to potential clients whilst mitigating and managing market risk., • Actively manage liquidity and foreign exchange (FX) purchase strategies, offering support for the Group's core transaction flows in compliance with established policies and procedures., • Responsible for managing both intra-day and long-term foreign exchange risk in accordance with treasury policies and procedures., • Forecast and manage liquidity funding requirements and usage with the aim of maximizing efficiencies across the function., • Perform ongoing analysis of Treasury and FX flows to highlight potential areas for efficiency improvements, cost saving and revenue generation in close collaboration with Global FX, Settlement & Cross-Border Solutions., • Develop and maintain strong, profitable relationships with all key banks, liquidity providers and suppliers., • Actively build relationships with internal stakeholders with a view to support Global FX, Settlement & Cross-Border Solutions group goals., • Ensure clear and concise communication with both internal and external partners. Basic Qualifications: • 2 or more years of work experience with a Bachelor’s Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) Preferred Qualifications: • 3 or more years of work experience with a Bachelor’s Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD), • Undergraduate degree or Treasury, Investment Management or another Finance-related professionally recognized accreditation., • Work experience in treasury operations and cash management or ability to demonstrate a good working knowledge of finance or mathematics., • Payments experience a plus, • Expert working knowledge of MS Excel., • Demonstrate an understanding of foreign exchange rates and calculations., • Strong willingness to learn and self-develop knowledge., • Excellent communication skills, including clear written, oral, listening skills., • Outstanding numerical and analytical skills, preferably gained within a finance discipline, • Strong problem-solving skills and ability generate alternative solutions, adapt to changing situations and execute issues to a successful resolution., • Ability to keep deadlines at a fast pace without losing accuracy., • Detailed oriented and possess effective organizational skills., • Quick thinking and adaptable – working in an environment where priorities can quickly shift., • Able to work as part of a team or independently as work and projects require., • Teamwork is essential to the group, so it is critical that the candidate interact with other team members and managers collaboratively and effectively., • Commitment and integrity. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 102,600.00 to 145,150.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

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

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

Job Description Our client is a renowned international Investment and Asset management firm primarily focused luxury Real-Estate and Hospitality Investing. With experienced teams based in New York and London, their investment professionals leverage years of expertise in identifying and structuring deals across the major US and European markets. Role Our client is seeking a dynamic Executive Operations & Finance Analyst to report directly to the President. This hybrid role uniquely fuses the strategic oversight typical of a Corporate Finance Manager with the collaborative essence of a light Chief of Staff. In this critical position, you will manage financial operations and oversee essential business functions. Your expertise will be vital in coordinating executive-level logistics and supporting both professional and administrative tasks, enabling the President to focus on advancing the company’s vision. If you are a proactive and discreet leader ready to make a significant impact in a dynamic environment, we invite you to apply! Requirements Finance Analyst • Lead financial planning and analysis (FP&A) activities, including forecasts, budgets, and strategic plans., • Manage capital investments and allocation strategies to optimize company resources., • Oversee financial reporting processes, ensuring accuracy and regulatory compliance., • Direct cash flow management and working capital optimization., • Evaluate mergers, acquisitions, and other strategic growth opportunities., • Develop and implement risk management strategies to mitigate financial risks, • Present financial insights to executive leadership and stakeholders., • Manage and mentor finance team members, fostering professional development., • Ability to manage multiple high-priority projects simultaneously with a proactive mindset., • Coordinate complex business and personal scheduling, meetings, and travel for the President., • Manage special projects in real estate, hospitality, and administrative areas., • Liaise with legal, accounting, and internal/external stakeholders on behalf of the President., • Ability to coordinate with financial advisors, attorneys, and external consultants., • Experience with calendar management, travel booking, and expense platforms., • Knowledge of CRM systems and project management tools a plus., • Prior experience in luxury hospitality, private family office, or concierge services is preferred., • Understanding of domestic business travel and coordination is highly beneficial., • Familiarity with luxury service providers, fine dining, and exclusive event venues., • Exceptional leadership, communication, and problem-solving skills., • High emotional intelligence and the ability to operate with discretion., • Comfortable with weekly travel or as required to upstate New York with the President. Qualifications & Experience • CPA certification, • Bachelor’s degree in Finance, Accounting, or related field; MBA preferred., • 4-8 years of experience in corporate finance or senior operational roles., • Advanced proficiency in financial modeling, analysis, and forecasting., • Strong understanding of financial regulations, GAAP, and reporting requirements., • Experience with ERP and financial systems (e.g., Sage)., • Proficiency in Microsoft Office Suite and scheduling/travel platforms., • Flexible schedule with ability to work occasional evenings or weekends., • Experience supporting high-level executives or ultra-high-net-worth individuals., • Strong multitasking abilities and organizational skills in dynamic environments., • Fluency in English required; Punjabi or Hindi language skills are a strong advantage. Benefits • Competitive salary $100k - $120k (dependent on experience), • Comprehensive benefits package (Medical / Dental / Vision), • 401(k) matching program., • Paid time off.

Job Description EMARKETER is the leading research, data, and insights provider for marketing, advertising, and commerce professionals. Our data-centric forecasts and rigorous analysis empower strategic decisions for brands, agencies, media platforms, technology companies, and more. With a strong focus on the transformation of digital advertising and ecommerce, EMARKETER's forecasts, reports, and benchmarks enable global companies to anticipate tomorrow's market trends for confidence today. EMARKETER is a division of Axel Springer SE, one of Europe's largest media companies. We're hiring an IT Systems & Support Analyst to join our IT Operations team at EMARKETER. The Role and Team: We're looking for a hands-on IT Systems & Support Analyst to join our collaborative IT Operations team. In this hybrid role, you'll provide day-to-day technical support while helping manage and enhance our systems infrastructure. You'll work with a modern toolset and partner closely with senior IT staff to improve operations, automate workflows, and support company-wide technology needs. This is a hybrid role working from our New York City HQ at One Liberty Plaza two times a week. The Ideal Candidate Is: • Motivated by meaningful support work and sees IT not just as troubleshooting, but as an opportunity to make people's jobs easier, faster, and more connected., • User-centric and solutions-oriented: You enjoy solving problems for others and consistently bring a helpful, empathetic approach to technical support., • A systems thinker with a support mindset: You're eager to go beyond traditional helpdesk tasks and grow your infrastructure, automation, and systems administration skills., • Serve as the primary point of contact for internal IT support via Jira Service Management, resolving user issues with timely and clear communication., • Own onboarding and offboarding processes including hardware setup, account provisioning/deprovisioning, and access coordination across tools like OKTA, Google Workspace, and Active Directory., • Manage endpoint lifecycle using Jamf and Microsoft Intune, ensuring devices are compliant and aligned with company policies., • Support identity and access controls via OKTA, Azure/Active Directory, and Google Workspace, including group memberships and security policies., • Administer and troubleshoot collaboration tools such as Slack, Gmail, Calendar, and Shared Drives., • Assist in maintaining infrastructure through basic system admin work in Microsoft Hyper-V, including VM management and documentation., • Collaborate on workflow automation and tool integrations across systems like Zapier, Monday.com, and CrowdStrike Falcon., • 3-5+ years of hands-on experience in IT support, with exposure to system administration tasks, • Strong troubleshooting skills for hardware, software, access, and network issues, • Familiarity with identity and endpoint management tools such as OKTA, Google Workspace, Azure/AD, Microsoft O365, Jamf, and Intune, • Comfortable working in cloud environments and using tools like Jira Service Management, Slack, CrowdStrike Falcon, Asset Panda, Monday.com, and Zapier, • A team player who thrives in fast-paced environments and is excited to grow their technical expertise in systems operationsSalary & Benefits, • $80,000–$90,000 (dependent on skills, experience, and competencies)., • Unlimited PTO, 10 paid holidays, and 16 weeks of parental leave., • Comprehensive medical, dental, and vision insurance plans., • Matched and vested 401(k) plan., • Access to financial planning, family planning, mental health resources, and Employee Assistance Programs (EAP)., • Additional perks: commuter benefits, phone reimbursement, gym discounts, and more.Salary for the role is commensurate with experience and depends on a number of factors, including a candidate's qualifications, skills, competencies and experience. US pay range $80,000—$90,000 USDAbout EMARKETER:EMARKETER is the world's leading research company focused on digital transformation. We hire people who are passionate about providing business leaders with actionable data and insights in the areas of digital marketing and advertising, media, retail and ecommerce, financial services, healthcare, and more. Our clients, who rely on our content to make informed decisions, include top global brands within Fortune 1000 companies, as well as smaller firms striving to compete in a digital age.At EMARKETER, we pride ourselves on an inclusive work environment and continuously strive for diversity of thought, identity, and experience while encouraging growth and providing support to team members throughout the organization. EMARKETER is committed to corporate transparency through regular business updates and an always-open line of communication. To learn more about what it's like to work at EMARKETER check out our careers page and life page.