Financial planning jobs in Bayonne, New Jersey - Page 17Create job alerts

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. At least 2 years in a Financial Advisor role or equivalent f

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts. Pri

A leading financial advisory firm in New York is seeking a Chief of Staff to support the President of RGFO in strategic planning, operational management, and cross-functional collaboration. The ideal candidate will have 8 to 12+ years of experience in wealth management or related fields, a Bachelor�

Intern, Financial Planning & Analysis. Interest in financial modeling and reporting. Assist with monthly expense variance analysis for both accounting and financial support, suggest revised forecasts where necessary.

We target your core operational and financial performance drivers to improve profitability, increase spend effectiveness, and improve overall working capital. Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared

Join our dynamic Global Investment Banking Planning and Analysis (P&A) team and help drive the future of our business. We are seeking a strategic and experienced Senior Associate who thrives in a fast-paced environment and is excited to help drive financial performance and growth through analysis, i

The Vice President of Finance will serve as the organization’s senior financial leader, responsible for financial strategy, planning, operations, and performance management across the business. FP&A, strategic finance, and accounting experience. This role will play a critical part in elevating the

Job Description Hi, we're Oscar. We're hiring a Director, Financial Planning & Analysis to join our Finance team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Director, FP&A leads the coordination of budgeting, monitoring, analyzing, and forecasting the department or our overall financial performance. You will help consolidate financial results and providing strategic insights to senior leadership regarding our financial trajectory. You should have an extensive background in corporate FP&A, experience leading teams, experience distilling financial analyses for leadership teams. You will report into the Sr. Director, Insurance Financial Management . Work Location: This position is based in our NYC office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $180,504 - 236,911 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, company equity grants and annual performance bonuses. Responsibilities: • Strategic Budgeting & Forecasting: Lead the consolidated budget and re-forecasting process to ensure total understanding of the operating plan, external guidance, and financial targets; provide strategic performance insights to executive leadership., • Advanced Management Reporting: Guide the production and analysis of comprehensive monthly, quarterly, and annual management reports, delivering high-level trend analysis and variance reporting for leadership and investor relations., • Allocation Framework Ownership: Oversee the development of cost allocation management frameworks that align with the organizational operating model., • Systems & Processes Strategy: Lead internal finance process improvements, including full oversight of financial planning systems, data integrity, and the development of granular reporting capabilities., • Leadership & Mentorship: Manage corporate FP&A professionals, promoting a culture of excellence and professional growth., • Executive Communication: Deliver concise financial results, trends, and recommendations to executive leadership and key stakeholders., • Compliance with all applicable laws and regulations, • 10+ years of public company experience in FP&A roles., • 5+ years of demonstrated mastery in analytical with expert financial modeling skills and the ability to translate complex data into applicable corporate strategies., • 5+ years of leadership experience in a public or large company FP&A environment., • 5+ years of experience leading comprehensive budgeting and planning processes., • Experience in healthcare, insurance, or financial services industries strongly preferred., • MBA in Finance or MS in Financial Analysis., • Specific experience in managed care or healthcare., • Advanced proficiency in SQL/BigQuery for large-scale data analysis. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

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

Job Description We are a financial services organization based in the heart of New York City. Our firm is dedicated to providing comprehensive financial solutions that meet the diverse needs of our clients. With a strong focus on professionalism and excellence, we offer a range of services designed to support financial stability and growth. Our team is comprised of experienced professionals who are passionate about delivering high-quality financial services. We foster a collaborative and inclusive work environment that values innovation and continuous improvement. Our commitment to integrity and regulatory compliance ensures that we operate with the utmost transparency and accountability. At our core, we believe in the power of a dedicated and knowledgeable team to drive success. We provide a supportive atmosphere that encourages professional development and values diverse perspectives. Join us and become part of an organization that is committed to making a meaningful impact in the financial services industry. Key Responsibilities: • Collaborate with the CFO to provide in-depth financial analyses, generate insightful reports, and offer strategic recommendations to support decision-making., • Direct the end-to-end process for month-end, quarter-end, and year-end financial closes, maintaining accuracy and efficiency throughout., • Partner with the CEO and executive team to manage and optimize the day-to-day operations of our financial services firm and its associated entities., • Lead the execution of profit and loss (P&L) and margin reconciliations, ensuring accurate and timely preparation of financial statements in compliance with industry standards., • Oversee the preparation and submission of financial reports and disclosures, ensuring adherence to all regulatory and reporting requirements., • Stay informed about evolving financial regulations and accounting standards, making strategic recommendations for process improvements and ensuring compliance., • Build and sustain strong relationships with key external stakeholders, including regulatory authorities, auditors, and other relevant parties., • Oversee comprehensive tax planning and compliance, including federal, state, local, payroll, and other applicable taxes., • Ensure adherence to financial responsibility regulations and manage essential tasks such as financial reporting, audit support, and compliance with industry standards., • Apply your expertise to enhance accounting processes and collaborate with various departments to ensure efficient financial integration and reporting. Ideal Candidate: • Bachelor’s degree in Accounting, Finance, or a related field required; advanced degree is a plus., • Series 27 license required; CPA designation preferred, but not required., • At least 12 years of experience in finance and operations roles, ideally in a senior management capacity within a regulated financial services environment., • Extensive knowledge of financial operations, regulatory reporting requirements, and industry best practices.

Job DescriptionTired of the inefficiencies and complexities of traditional finance? We are too. At Superstate, we create investment products that benefit from the speed, programmability, and compliance advantages of blockchain tokenization. As an engineer at Superstate, you'll play a pivotal role in shaping the future of tokenized assets. You'll work on blockchain-integrated systems that allow investors to self-custody financial assets, and design the systems, APIs, and infrastructure to make finance itself more efficient.What you'll do • Build back-end web services that interact with blockchains and traditional finance, • Build out APIs and integrations with our partner custodians, • Design and build out an internal Transfer Agent, • Lead, build and test our infrastructure as code efforts, • Enthusiastically collaborate with a small team, owning and planning projects for long-term impact, • Teach and mentor other engineersWhat you'll bring to the team, • Bachelor’s degree in Computer Science or a related technical field, • 9+ years of professional engineering experience, • Expertise in building fault tolerant, high performance, and highly available cloud infrastructure in AWS, • Deep Rust experience, • Familiarity building web-services for highly-trafficked websites, • Familiarity with SQL, query planning and optimization, • Familiarity with the current DeFi ecosystem, • Exceptional judgment, strategic thinking and creative problem-solving skills with a strong analytical mindsetBonus points if you have experience with these technologies, • Pulumi or Terraform, • AWS - Fargate, RDS, Cloudfront, EC2, ECS, Nitro Enclave, • Cloudflare, • Postgres, • Docker, • Typescript, • Solana Programs, • Layer 2 blockchains and cross-chain bridges, • Solidity or Yul, • FoundryBenefits & Perks, • Competitive compensation, • Equity ownership, • Flexible vacation policy, • Paid parental leave

Job Description About the job For 41 years, Rewards Network has been helping restaurants grow revenue, increase traffic, and boost customer engagement through innovative financial, marketing services, and premier dining rewards programs. By offering unique card-linked offers, we introduce diners to fantastic restaurant experiences, leveraging advanced technology and data analytics to deliver value to restaurants, diners, and our strategic partners' loyalty programs. Our Culture At Rewards Network, you'll be part of a driven and diverse team that excels in collaboration, issue resolution, and taking ownership of both personal growth and the company's success. We take pride in partnering with the world's most powerful loyalty programs to drive full-price paying customers to local restaurants through marketing services and flexible funding options. Our engaging and rewarding environment is designed to help you gain your full potential. This is a 100% remote: field sales opportunity in the territory. Candidates MUST live LOCAL to territory of Manhattan NY Job Overview As an outside Account Executive at Rewards Network, you will drive the growth of the company while building your own career with a lifetime of rewards. Are you interested in being part of a 40-year-old company with a great culture? We need your passion and sales expertise to help us build the Rewards Network brand in your geographic territory. Join Our Team. What you'll bring to the table: (Responsibilities) • Source new clients through cold calling (door knocks) as well as social media prospecting to meet & exceed sales quotas., • Develop and manage a pipeline of prospects throughout assigned geography, set up in-person meetings with decision makers to discuss products/services, and move the sales process forward., • A positive attitude that will generate great first impressions and maintain active engagement with new and existing leads; innate ability to build relationships by interacting with prospective clients., • Meet weekly and monthly sales objectives (cold calls, appointments, presentations & closed deals)., • Collaborate with account managers and internal revenue operations to ensure individual and company goals are met., • 25-30 door pulls (daily) and has a structured methodology for acquiring new business, territory planning and pipeline management., • 4+ years of proven success in outside sales; experience cold-calling businesses that have a need for financial and marketing services products preferred., • Ability to work in a fast-paced, entrepreneurial and team environment., • Proven experience in growing new business with a hunter mentality; persistent and self-motivated to drive business in a remote outside sales environment., • Strong financial acumen and ability to have a confident discussion related to fees, acceptance, and finances., • Excellent verbal, active listening, and written communication skills, including the confidence to interact and lead presentations with prospective clients in a way that projects Rewards Network's differentiation in the marketplace., • High school diploma or equivalent and 3-5 years of related experience., • Proficiency in MS Office/Outlook and Salesforce or other CRM system., • Base salary of $90,000-$110,000 based on experience, • Uncapped monthly commission with a strong earning trajectory- most of our team meets or exceeds target, with top performers earning $80K and up annualized, • Accelerated earnings for the first 12 months, • Auto allowance and eligibility for additional prizes, including our annual President's Club trip, • Career paths in both Sales and Management and promotion opportunities based on define metrics, • Sales Academy – We provide in-depth training for our new hires to learn as a group. Real life lessons and a thorough understanding of our products and solutions give you vast confidence as you interact with clients. After all, your success is our success. Virtual work environment including all necessary technology (cell phone & laptop) to excel in a remote capacity., • Competitive Paid Time Off and company holidays, • Generous dining reimbursement when you dine with our restaurant clients, • 401(k) plan with a company match, • Two medical plan options- Standard PPO or High Deductible Health Plan (HSA with company match for HDHP participants), • Partnership with Rx n Go, offering certain prescriptions for free, • Two dental plan options and a vision plan, • Flexible Spending Accounts and a pre-tax commuter benefit program, • Accident, Critical Illness, and Hospital Indemnity Insurance Plans, • Short Term and Long-Term disability, • Company-paid life insurance and AD&D insurance, supplemental employee, spouse, and child life insurance

Job Description Position Summary: Murray’s Cheese LLC (), the leading cheese retailer since 1964, is seeking a Controller. Murray’s Cheese LLC headquarters is located in New York City, and is a full-owned subsidiary of Kroger, supporting growing sales in sectors such as retail, wholesale, events & education, catering, and e-commerce. The Controller will lead company-wide finance & accounting functions which consist of but are not limited to budgeting, tax filing, insurance, financial statements, establishing financial policies, procedures, controls, audit, and reporting systems. The position requires a candidate with strong integrity, attention to detail, effective management and communications skills and an understanding of internal controls. Additionally, you will directly manage and mentor the finance & accounting team of four. Key Responsibilities: • Responsible for the financial reporting functions of the company, • Maintain accounting policies, procedures and internal controls for and ensure compliance with all regulatory reporting requirements, • Review and ensure financial controls and compliance with corporate policies are maintained - work with parent company to ensure any financial requests are satisfactorily resolved in a timely manner, • Lead accounting department people to carry job functions including general ledger, A/P, A/R, billing, credit card management and receipts, internal control development and implementation for separation of responsibility, tax/compliance in the areas of sales taxes, new state registrations, penalty abatement and other related tasks, • Serve on planning and policy-making committees with other core leaders, • Lead training for finance & accounting staff, • Prepare monthly management reports, • Manage the company’s budget process including performing budget to actual comparison and related analysis, • Perform financial modeling of new business proposals and the related evaluation of the related financial reporting, controls and automation necessary to successfully support such programs, • Build strong collaborative relationships with staff, management, and external resources., • Partner with operations team to ensure inventory control processes and procedure accuracy, • Provide financial tracking over projects Requirements: • CPA, • 7-10 years of prior experience in corporate or public accounting, • Advanced Excel skills including pivots and lookups, • Experience with an ERP system (Netsuite preferred) Work Perks: • Weekly pay, • Paid vacation and sick time, • 401k company match, • 1x company sponsored life insurance, • Comprehensive medical, dental, and vision benefits, • Pretax commuter, healthcare and dependent care benefits, • Discounts on our products! About Us: Murray's Cheese was born in Greenwich Village in 1962, and the heart of our business still resides in New York City with many ways to experience Murray’s locally. At the counter, our cheese experts and mongers serve thousands of neighborhood regulars, commuters, and tourists every year at our two locations—the Bleecker Street flagship retail experience, which also includes our mac & cheese counter, and our shop in Grand Central Market. For those eager to learn more, we offer robust education and events programming and, for those looking to serve more, we provide catering of expertly crafted cheese boards and freshly made dishes. Oh, did we mention we also age our own cheese? Yeah, we do that too. We have state-of-the-art cheese caves in Long Island City. Because we like to share, we wanted to bring our exceptional cheese to people outside of New York too. So, we made Murray’s products available online at murrayscheese.com and in-store with a curated selection of specialty cheese in more than a thousand Kroger and Kroger-owned stores nationwide (and, growing every day!). And, through our wholesale business, you might enjoy Murray’s cheese at more than 600 restaurants across the country. Murray’s Cheese provides equal employment opportunities to all employees/applicants and prohibits discrimination and harassment of any type on the basis of race, gender, gender-identity/expression and transgender status, color, national origin, ethnicity, religion, creed, age, physical or mental disability (including gender dysphoria and being a certified medical marijuana patient), sexual orientation, marital, partnership, parental or familial status, citizenship status, pregnancy, childbirth, lactation or related medical conditions, military/veteran status, genetic information or testing (including predisposing genetic characteristics), domestic violence victim status, sexual abuse victim status, stalking victim status, caregiver status, unemployment status, consumer credit history, arrest or conviction record, or the perception that an employee has one of the above characteristics or any other consideration protected by federal, state or local laws. If contacted for an employment opportunity, please notify our HR team if you need accommodation. E-Verify Notice: • This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please see the attached notice for more information., • Este empleador participa en E-Verify y proporcionará al gobierno federal la información de su Formulario I-9 para confirmar que usted está autorizado para trabajar en los EE.UU.. Por favor, consulte el aviso adjunto para obtener más información.

Job DescriptionSalary: Job Title: Controller Construction Finance & Audit Company Overview: We are hiring for a privately held, small-to-mid-sized commercial construction firm known for delivering high-quality projects and maintaining strong client relationships. This role is open due to a planned leadership transition: our long-tenured Controller has recently stepped into the CFO role following the retirement of our former CFO. We are seeking a strong successor to build on this foundation and continue elevating our finance function. Position Summary: The Controller will lead all accounting and financial operations, bringing a strong foundation in public auditspecifically within constructionand a proactive, business-oriented mindset. This individual will oversee day-to-day accounting, partner closely with project teams, and play a key role in financial planning and cash flow management. Key Responsibilities: • Oversee all accounting operations, including job costing, revenue recognition, and WIP reporting, • Manage and develop a team of project accountants and accounting staff, • Lead monthly, quarterly, and annual close processes with accuracy and timeliness, • Drive financial planning & analysis (FP&A), including budgeting, forecasting, and variance analysis, • Actively manage cash flow, forecasting liquidity needs across projects and the business, • Ensure compliance with GAAP and construction-specific accounting standards, • Coordinate audits and maintain strong internal controls, leveraging prior public audit experience, • Partner with project managers and operations leaders to improve financial performance and project outcomes, • Continuously improve financial systems, processes, and reporting capabilities Qualifications: • Bachelors degree in Accounting, Finance, or equivalent required (CPA or equivalent preferred), • 510+ years of experience in public accounting (audit), with a focus on construction clients, • Experience working with or transitioning into a private construction or contracting environment preferred, • Strong knowledge of construction accounting (percentage of completion, job costing, WIP schedules), • Experience overseeing project accountants or similar roles, • Proven strength in FP&A, financial analysis, and cash flow management, • Hands-on leadership style with the ability to operate both strategically and tactically, • Strong communication and collaboration skills Why Join Us: • Clear leadership pathway with strong executive support, • Opportunity to step into a well-run finance function and make a meaningful impact, • Close-knit, collaborative culture with high visibility across the organization, • Competitive compensation and benefits Compensation: • $150k-180k/yr base salary, • Employee Owned Benefits (8-12% on job of salary!), • Additional Bonuses ($3-5k/yr), • In Office, Monday-Friday, Flexible Hours, • Full benefits, 401k w/ 2% match, paid holidays & vacation If you have public audit experience with midsized construction firms, we welcome your applications. Local candidates or those willing to relocate to NYC only. No visa sponsorship. This is not a remote role.

Job Description Based in any US office (New York or Washington D.C. preferred), the Pricing Manager will help drive strategic pricing initiatives across the Firm, leading sophisticated billing rate strategies, alternative fee arrangement design, and matter profitability analysis. This role partners closely with firm leadership and attorneys to develop competitive, data-driven pricing strategies that align perfectly for each individual client and its objectives. Responsibilities include: • Lead the development and implementation of pricing strategies across practice groups and offices., • Evaluate local and global market trends to identify opportunities related to billing rates, profitability, and value-based fee structures., • Partner directly with attorneys and senior leadership to structure pricing proposals for high-value client pitches and panel appointments., • Oversee complex matter profitability modeling and deliver strategic pricing recommendations to firm management., • Collaborate with Project Performance Management and Billing team members to monitor active matters, proactively identifying risks and recommending re-pricing or scope adjustments as needed., • Maintain oversight of the Firm's rates and special fee arrangements database, ensuring governance, consistency, and data integrity., • Partner with Finance, IT, Business Development, and Practice Management to enhance pricing tools, reporting capabilities, and data capture processes., • Deep understanding of legal pricing, alternative fee arrangements, and matter economics., • Strategic thinker who can translate detailed financial analysis into firm-wide business insights and actionable recommendations., • Strong leadership presence with the ability to influence senior stakeholders and drive alignment., • Highly adaptable and capable of navigating competing priorities in a fast-paced, client-driven environment., • Exceptional critical thinking, financial modeling, and problem-solving skills., • Ability to exercise sound judgment and maintain strict confidentiality of firm and client information., • Excellent interpersonal and communication skills, with experience presenting to senior attorneys and management., • Must be able to work independently in a fast-paced environment with minimal supervision., • Must be able to maintain strict confidentiality of the firm's internal and personnel affairs and client information., • University degree required; preferred fields include business, economics, law, finance, accounting, or project management., • At least Four years of financial, pricing, or commercial strategy experience., • Large law firm or corporate legal department experience strongly preferred., • Advanced proficiency in Excel and strong experience working with large, complex data sets. Experience with financial systems, reporting tools, and data visualization platforms preferred., • Prior experience supervising or mentoring team members preferred.

Job Description Strategic Account Executive - UHV Payors Location: Hybrid in New York City (3 day in-office requirement) Qualifications: • 4-6+ years of demonstrated success in sales and high-level account management. You're particularly adept at navigating the full sales cycle across diverse offerings, including cash flow management tools and subscription models. Please highlight quantifiable sales achievements (e.g., quota attainment, revenue generated) in your resume., • Experience working with small, medium, and enterprise-sized businesses, preferably in startup environments., • Previous experience in payments or financial technology companies is advantageous., • A strong collaborator: You have experience working closely with teammates, marketing, payment operations, enablement, product, and other internal teams to align strategies based on customer feedback., • Hard-working with a 'never give up' attitude: We have a highly motivated team and a winning culture. You possess natural tenacity and a desire to succeed, setting the example for work ethic, initiative, enthusiasm, and commitment., • Genuinely Curious about Customer Businesses: You possess a natural drive to understand our customers' businesses, their unique needs, and their pain points. You excel at asking insightful questions to uncover these challenges across all levels of an organization, from C-level executives and key decision-makers to individual contributors., • Coachable: An openness to feedback and a desire for constant improvement are key to success here., • A Strong Communicator: You have the skills necessary to explain Melio's value proposition in conjunction with financial concepts to a diverse set of audiences, and you're comfortable doing this virtually via video, phone, and/or in writing,and in person., • Knowledgeable about our target personas and industries: While our product is industry agnostic, we've had particular success within Wholesale Distribution and Ecommerce., • Developing and executing strategic outbound prospecting initiatives to identify and engage with ultra-high-value businesses., • Researching opportunities, initiating discussions, building relationships, conducting compelling product demonstrations, managing onboarding cycles, and most importantly: closing deals! This is an end-to-end new and existing business sales role where you'll embrace all aspects from strategic planning to execution., • Managing inbound leads and nurturing existing client relationships, conducting in-depth account discovery calls to emphasize Melio.com's value proposition as the preferred solution for Accounts Payable and Receivable., • Hosting Zoom meetings with key stakeholders at a variety of relevant businesses for account setup, onboarding, product demonstrations, and user discovery sessions. As needed, traveling to conferences and for direct customer visits., • Collecting valuable customer feedback and requirements, translating them into actionable insights for internal stakeholders across product and operations., • Collaborating with internal teams to develop targeted outreach strategies tailored to specific audiences. The Ultra High Value (UHV) Payors team is a new, high-visibility initiative at Melio. You'll play a crucial role partnering to build on existing processes, and selling an innovative and dynamic solution poised for dramatic scale. This is a unique opportunity to make a significant and lasting contribution to the company's growth and future success. About Melio USA: • Competitive compensation packages: We strive to make each and every employee feel valued and appreciated. The annual base salary range for this position is $100,000 - $110,000 with an additional variable bonus., • Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA., • 401K matching: Feel the investment of working at a high-growth company., • Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees., • Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it., • Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week., • Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well! Melio's diversity, equity and inclusion efforts have always been a top priority within our team. We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds. DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity. Having a diverse team across all offices is key to our success, and inclusion is each #TeaMelio member's responsibility. Melio accepts job applications on an ongoing basis until the position is filled. If you are interested in applying for this job opportunity, please do so directly on our careers page (or if you're here already, scroll down and apply now!). This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Job Description Arlo is rebuilding health insurance from the ground up using AI. The healthcare experience today is expensive, confusing, and often so frustrating that people delay the care they need. We’re changing that by reimagining what a health plan should be: a proactive partner that enables health rather than denying it. Our AI-native platform delivers continuous, personalized support for members—helping them navigate benefits, schedule appointments, access high-quality care, and avoid financial fear. Powered by the industry’s most advanced risk-pricing engine, Arlo is already scaling fast: we’ve grown to $XXXM in premiums, cover tens of thousands of people, and see accelerating demand across brokers, employers, and partners. Backed by Upfront Ventures, 8VC, and General Catalyst, our team combines deep industry expertise (Palantir, YC) with the ambition to modernize a $1T market. About the Role We are building an AI-native health plan and need to build several functions, capabilities and teams over the course of the next few months and years. Your role will be to beachhead these initiatives, bring them from 0 to 1 and set them up for success. You will be working directly with Arlo's founders to act as a thought partner, lead strategic, cross-functional projects and spin up new functions. Here are some example projects you would be leading: * Design and drive key marketing experiments * Setup a clinical team * Architect partnerships with key distribution partners * Setup an insurance captive company What You Will Do * Execute on Strategic Projects: Plan and execute key initiatives in close collaboration with Arlo's founders * Spin up new functions: Design, build and operationalize new functions (prototype & run new processes/ capabilities, define new team roles, manage transition from "prototype into production") * Recruit, Onboard and Scale new Teams: You will be working closely with Arlo's talent lead to ensure your new functions are properly staffed. onboarded and can thrive moving forward. * Strategic Support: Support founders with planning, decision making and operational follow-through What We Are Looking For * 5+ years of experience in a high-intensity settings (consulting, investment banking, high growth startup, etc.) * Ability to operate as a generalist and learn extremely fast to dive deep into a topic (T-shaped profile). * Strong bias for action, sense of ownership, and ability to dive into the weeds. * Strong analytical and problem-solving skills; comfortable working with metrics and data. * High emotional intelligence, integrity, and collaborative spirit. Bonus Points: * Evidence of building or scaling functions or teams at an early or fast-growing company. * Ex-Founders are highly welcome to apply Process This is what you can expect when we like your application: * 30 minute call with Rachelle (Talent Lead) * 30-minute introductory call with Jan-Felix (CEO & Co-Founder) * 30-min call with Karthik (Co-Founder) * Take-home case study * Onsite/ Virtual Onsite * Reference Calls Compensation $175,000 – $225,000 per year + equity Why Join Arlo: * High ownership: You’ll get real responsibility from day one—our high-trust team empowers you to run with big problems and shape core parts of the company. * Join an important mission: Your work directly influences how people access care and improves lives at scale. * Growth & expansion: We’re moving fast, and as we grow, your scope will grow with us—new challenges, bigger opportunities, and rapid career velocity. * Apply AI to a problem that matters: Instead of optimizing ads or cutting labor costs, you’ll use AI to fundamentally reimagine how people get healthcare. * High pace, high collaboration: We operate with velocity, first-principles thinking, and a team that works closely, openly, and with ambition. Exact compensation inclusive of salary and any bonuses is determined based on a number of factors including experience and skill level, location, and qualifications which are assessed during the interview process. Arlo is an equal opportunity employer. We do not discriminate based on age, race, color, creed or religion, national origin, sexual orientation, gender identity or expression, military status, sex, disability, predisposing genetic characteristics, marital status, familial status, status as a victim of domestic violence, or arrest or conviction record, as defined under New York State law.

Job DescriptionSalary: Job Title:Controller Construction Finance & Audit Company Overview: We are hiring for a privately held, small-to-mid-sized commercial construction firm known for delivering high-quality projects and maintaining strong client relationships. This role is open due to a planned leadership transition: our long-tenured Controller has recently stepped into the CFO role following the retirement of our former CFO. We are seeking a strong successor to build on this foundation and continue elevating our finance function. Position Summary: The Controller will lead all accounting and financial operations, bringing a strong foundation in public auditspecifically within constructionand a proactive, business-oriented mindset. This individual will oversee day-to-day accounting, partner closely with project teams, and play a key role in financial planning and cash flow management. Key Responsibilities: • Oversee all accounting operations, including job costing, revenue recognition, and WIP reporting, • Manage and develop a team of project accountants and accounting staff, • Lead monthly, quarterly, and annual close processes with accuracy and timeliness, • Drive financial planning & analysis (FP&A), including budgeting, forecasting, and variance analysis, • Actively manage cash flow, forecasting liquidity needs across projects and the business, • Ensure compliance with GAAP and construction-specific accounting standards, • Coordinate audits and maintain strong internal controls, leveraging prior public audit experience, • Partner with project managers and operations leaders to improve financial performance and project outcomes, • Continuously improve financial systems, processes, and reporting capabilities Qualifications: • Bachelors degree in Accounting, Finance, or equivalent required (CPA or equivalent preferred), • 510+ years of experience in public accounting (audit), with a focus on construction clients, • Experience working with or transitioning into a private construction or contracting environment preferred, • Strong knowledge of construction accounting (percentage of completion, job costing, WIP schedules), • Experience overseeing project accountants or similar roles, • Proven strength in FP&A, financial analysis, and cash flow management, • Hands-on leadership style with the ability to operate both strategically and tactically, • Strong communication and collaboration skills Why Join Us: • Clear leadership pathway with strong executive support, • Opportunity to step into a well-run finance function and make a meaningful impact, • Close-knit, collaborative culture with high visibility across the organization, • Competitive compensation and benefits Compensation: • $150k-180k/yr base salary, • Employee Owned Benefits (8-12% on job of salary!), • Additional Bonuses ($3-5k/yr), • In Office, Monday-Friday, Flexible Hours, • Full benefits, 401k w/ 2% match, paid holidays & vacation If you have public audit experience with midsized construction firms, we welcome your applications. Local candidates or those willing to relocate to NYC only. No visa sponsorship. This is not a remote role.

Job Description Our client is a small startup (50-100 employees) operating in the enterprise AI LMS space. It is completely bootstrapped and comfortably funded by the founders' multiple business streams. They are seeking a mature and highly-resilient Enterprise Account Executive with a proven track record of closing complex deals targeting telecom and/or BPO customers. The ideal candidate will have extensive experience managing lengthy sales cycles, navigating multi-threaded organizations with tens of stakeholders, and closing high-value contracts with sophisticated procurement processes. This is a FULLY REMOTE position - but, you must either live in the US or have extensive experience targeting US enterprises. Occasional meetings in EU/APAC time zones are required. Additional details that may help vet if the opportunity is a fit for you or not: • Current sales team is just 2-3 people. Reporting directly to CEO, • 12+ month sales cycle, • Quarterly commission payouts, • Expect an annual base salary somewhere in the range of 150 - 175K, but negotiable KEY RESPONSIBILITIES: • Own the full enterprise sales cycle from prospecting through to close, including deal strategy, stakeholder management, and contract negotiation., • Build and manage a strong pipeline of enterprise opportunities with deal sizes typically ranging from six to seven figures., • Lead complex, multi-stakeholder sales processes involving technical, financial, legal, and procurement teams., • Develop account strategies for large enterprise clients, including account mapping, stakeholder identification, and engagement planning., • Collaborate with solutions engineers, product teams, and customer success to deliver tailored solutions and proposals., • Navigate RFPs, RFIs, and formal tender processes with structured, compliant responses., • Accurately forecast revenue and maintain pipeline hygiene within CRM systems., • Negotiate pricing, contracts, and commercial terms while protecting margin and long-term value, • Drive expansion within existing accounts through upselling, cross-selling, and long-term relationship building. REQUIREMENTS: • 7 – 10 years of B2B sales experience, with at least 2 - 3 years at the enterprise sales level. Fast trackers with slightly less years of experience can be considered., • Must possess a solid foundation of contacts, and experience selling to - enterprise telecom and/or BPO customers., • Proven track record of closing complex enterprise deals (six-figure to seven-figure ACV)., • Demonstrated resilience through long sales cycles and multi-threaded deal environments., • Familiarity navigating structured procurement, legal, and compliance processes., • Ability to engage at the CXO level., • Experience working with cross-functional teams including pre-sales, product, legal, and finance., • Strong understanding of enterprise sales methodologies (e.g., MEDDICC, Challenger, or similar frameworks), • Excellent negotiation, communication, and presentation skills., • Fluent in English. Other languages are a bonus., • Bachelor's degree preferred. If you are qualified and interested, we kindly invite you to apply! In the meantime, please consider following our company page for more updates and relevant job opportunities.

Job DescriptionWelcome to Fi. We’re a passionate team from Square, Google, TikTok, Peloton, Uber, and more working to transform the human-pet relationship. Our mission? Develop cutting-edge technology to revolutionize what it means to be a pet parent. The pet industry remains firmly stuck in the past and we are here to change that. Fi is leveraging our team's talent and expertise to improve the lives of millions of pets in the U.S. Real-time location tracking, activity, sleep and behavior monitoring – and that's just the beginning. The most exciting aspect of our work? Bridging the communication gap between pets and humans. Imagine a world where everyone knows how their pet feels in real time and how to keep their best friend in good shape. That's the future we're building at Fi. If you're someone who thrives in innovative, collaborative work environments and feels strongly about helping pets live longer, better lives, Fi could be the perfect fit. Join us in our pursuit of the “impossible,” or as we call it here “let me find a way,” to redefine the future of pet ownership together. Fi is looking for a Director of Strategic Finance! Fi is looking for a Director of Strategic Finance to lead and elevate our high-performing, data-driven Strategic Finance team. This is a unique opportunity to shape how Fi scales — building the financial clarity, systems, and strategy that power our next phase of growth. As Fi expands into new products and markets, you’ll play a pivotal role in guiding how we invest, plan, and operate. Reporting to the CFO, you’ll serve as a strategic partner to executive leadership, and ensure decisions are grounded in insight, precision, and long-term impact. You'll combine hands-on financial excellence with visionary leadership, and drive an ambitious team to shape initiatives that will define Fi's future. If you're passionate about building scalable financial frameworks, partnering across teams to drive strategic decisions, and developing talent in a fast-growing company, this role is for you. What You'll Do: • Lead Strategic Finance and FP&A: Own the three-statement model, build unit economics frameworks, and lead scenario analysis that drives capital allocation decisions. Lead forecasting, budgeting, and long-range planning as Fi's product ecosystem grows. Establish and track key metrics to guide performance., • Lead and Develop the Team: Mentor a high-performing team of finance professionals responsible for strategic planning, reporting, and forecasting, • Shape Commercial Strategy: Partner with leadership on pricing strategy, and architect financial frameworks to guide go-to-market decisions. Ensure the business has a clear, data-backed view of what's working and what's next., • Modernize and Scale Financial Intelligence: Elevate and automate financial reporting for faster and sharper insights. Build systems to scale efficiently as the company grows., • Support Investor Relations and Financing: Support efforts around capital markets, investor relations, and financing, including the financial narrative around Fi’s performance and growth trajectory.What You’ll Bring:, • 10+ years of experience in strategic finance, FP&A, investment banking, private equity, venture capital, or high-growth technology companies, • Ability to lead across a wide range of Finance functions — from fundraising and investor relations to pricing strategy, sales operations, long-range planning, FP&A, and business performance reporting., • Deep expertise in building and managing financial planning, forecasting, budgeting, and variance analysis processes, • Ability to zoom in and out of business goals and financial details, translate complex models into clear narratives, and provide strategic recommendations to senior leadership, • Strong working knowledge of GAAP, advanced financial modeling, and comfort with BI and analytics platforms. Ability to build complex models and work hands-on with data., • Experience leading small, high-impact teams and collaborating cross-functionally with executives., • Highly efficient, self-motivated, and collaborative team player who thrives in fast-paced, scaling environments., • Exceptional organizational and communication skills.Why You'll Love Us:, • Time to Recharge: Enjoy flexible PTO to take the breaks you need., • Top-Notch Health Coverage: We’ve got your back (and teeth and eyes) with full medical, dental, and vision insurance., • Wellness Perks: Free access to One Medical, Kindbody, and Talkspace to keep you feeling your best., • Dog-Friendly Office: Bring your pup to work — they’re part of the team, too., • Give Back to the Pups: Make tails wag with a $500 annual donation to a dog charity of your choice through our BarkBack Program., • Free Fi Membership: Your furry best friend(s) get all the benefits of a Fi collar, on us!, • Love for Friends + Family: Share the Fi magic with loved ones through our gifting program. The anticipated base salary range for this position is $150,000–$230,000. Actual compensation will vary based on multiple factors, including skills, experience, market conditions, and role scope, which may evolve during the hiring process. As a fast-growing Series B startup, Fi evaluates compensation opportunistically to align with the right candidate. This role is also eligible for equity compensation.Fi is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Fi makes hiring decisions based solely on qualifications, merit, and our needs at the time.

Job Description Hi, we're Oscar. We're hiring a Director, Financial Systems to join our Finance team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Director, Financial Systems leads a team focused on maintaining and developing Oscar's financial systems, analyzing existing processes, creating new processes and systems for scale, and managing various projects simultaneously to support Oscar's fast growing business. You will report into the VP, Financial Systems. Work Location: This position is based in our New York office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $180,504 - $236,911 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, company equity grants and annual performance bonuses. Responsibilities: • Lead a high-performing team of finance professionals, providing guidance, mentorship, and development opportunities., • Continually evolve and manage a strategic roadmap for finance transformation aligned with the organization's overall objectives and goals., • Collaborate with cross-functional teams, including IT, operations, and business units, to drive alignment and integration of finance transformation efforts with broader organizational objectives., • Lead change management efforts to ensure smooth adoption of new processes, systems, and ways of working within the finance team and across the organization., • Identify inefficiencies in existing financial processes and workflows and lead efforts to streamline and optimize them., • Evaluate, select, and implement new financial technologies and systems to improve efficiency, accuracy, and decision-making within the finance function., • Manage critical business strategies by maintaining and further developing the finance ecosystem (technology and process) collaborating cross-functionally with FP&A, Accounting, People, and other system stakeholders., • Lead deployment of home grown and cloud-based tools released for our financial system; including requirements, testing and communication to key stakeholders., • Develop, document, and implement policies, procedures, guidelines, and best practices to ensure data integrity, standardized end-user processes and minimize manual intervention., • Design business solutions to allow for integration between finance systems; foster a culture of continuous improvements., • Compliance with all applicable laws and regulations., • Bachelor's degree in Accounting, Finance, or related field; or 4 years of relevant experience., • Experience in a similar position at a health insurance company., • Experience leading people and working collaboratively across the organization., • Experience managing large scale system implementations., • Workday Financial training certifications., • Workday Financials implementation experience., • NetSuite experience., • Google BigQuery experience. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job DescriptionAbout Incandescent Incandescent is a strategy and advisory firm that partners with leaders and organizations to create, build, and run high-performing enterprises. Our Systems Change platform works with leading foundations, nonprofits, and mission-driven organizations to shape and implement strategies for social impact at a systems level. Founded in 2013, we've been building a small team, slowly and carefully. Each team member plays an integral part in driving Incandescent’s success. Essence of the Role We're looking for a Chief of Staff who will serve as the operational architect of our Systems Change platform. This person will partner directly with Shanti Nayak, the platform's leader and an Incandescent partner, to drive the engine that makes everything else possible: strategy execution, business development, team cohesion, financial health, and the systems and routines that allow a small, ambitious team to punch well above its weight. The platform is at an inflection point. We are building for scale, expanding into climate as a core pillar, and investing in the operational infrastructure and team development required to sustain that growth. This is a formative moment. We are looking for someone who is energized by that, finds deep satisfaction in creating conditions for others to do their best work, and who brings an entrepreneurial mindset to everything they do. The role spans platform operations, business development infrastructure, and team development, as well as content and IP. You will also have opportunities to contribute to client engagements, building context and craft alongside the advisory team. You will leverage AI-powered tools to create operating leverage for the platform, so that your time and energy are directed toward the strategic, relational, and creative work the platform needs most. What You'll Do Run the platform's operating rhythm. Own meeting cadences, agenda design, goal-tracking, quarterly synthesis, and the connective tissue that holds the work together. Drive execution against annual and quarterly goals. Manage platform economics: utilization tracking, margin analysis, staffing decisions, and the financial picture that informs strategic tradeoffs. Build the business development engine. Design and run the BD systems that fuel growth: outreach disciplines, pipeline tracking, relationship management, and the routines that turn networks into opportunities. Create tools, materials, and processes that support BD across the team. Strengthen the team. Play a central role in building the teamwork of the platform by fostering collaboration, creating shared learning opportunities, and ensuring the team is intentional about talent development. Facilitate knowledge-sharing across engagements so that we come together as greater than the sum of our parts. Shape content and voice. Coordinate the platform's intellectual property and content agenda: article publication, event planning, and ensuring that insights from client work are captured and shared externally. Lean into advisory work. Contribute to client engagements alongside the advisory team by joining interviews, producing synthesis, developing materials, and supporting delivery. This builds context across the platform's portfolio and sharpens your own strategic craft. Architect AI-powered leverage. Build and manage AI-powered systems for meeting preparation, research synthesis, workflow automation, and more. Stay at the frontier of how AI can reshape platform operations and bring new tools and approaches to the team. Attributes * You are entrepreneurial, with a builder's mindset. You see gaps and fill them. You design systems rather than just executing within them. You take ownership of problems before being asked and are energized by the messy, creative work of building something that doesn't exist yet. * You are deeply relational and people-oriented. You invest in relationships naturally, read group dynamics well, and care about creating environments where people thrive. * You are organized, disciplined, and detail-oriented. You hold many threads simultaneously without dropping them. You have strong follow-through. * You are a strong communicator. You can synthesize complexity clearly and produce materials that are sharp and client-ready, in writing and in conversation. * You are comfortable with financial and quantitative work: reading P&Ls, modeling utilization, thinking about margins and pricing. * You are an eager and creative adopter of AI. You don't need to be a technologist, but you are genuinely excited about how AI can reshape how small teams operate. * You are drawn to the "behind the scenes." You find satisfaction in enabling others to succeed and are comfortable with work that is more often felt than seen. * You are curious about what it means to enable and fuel impact-focused work across a range of spaces, from democracy to climate to philanthropy broadly. Experience and Background This role is best suited for someone with a meaningful stretch of professional experience, likely 5–10 years, who is ready to step into a position with real scope and ownership. Prior experience in strategy consulting, social sector advisory, mission-driven operations, or entrepreneurial environments (e.g., building or scaling a startup, social enterprise, or new venture) would be most relevant, but we are open to other backgrounds that translate into impact in this context. We seek candidates who are excited to put their fingerprints on this role and who see it as a platform for meaningful growth, whether that leads to a more senior platform role, an advisory path, or something else we shape together. Salary Salary for this position is commensurate with experience. Total compensation (base salary + yearly bonus) typically ranges between $120,000 and $150,000 of which approximately 15% is variable compensation. That range could be higher for exceptional candidates, further along in their career. Why the Role is Compelling Working alongside a close-knit, high-performing team, you'll have real ownership of our distinctive social impact practice during a moment of genuine momentum. You will partner directly with a senior firm leader, have unusual autonomy, and be exposed to sophisticated strategy, culture, and talent work across democracy, climate, and philanthropy. We’re exceptionally focused on how work gets done, and are deeply committed to excellence in both results and in the thoughtfulness and intentionality we each bring to our daily work. Compensation Range: $120K - $150K

Job Description Leadership position supporting the CCAR design and testing for an innovative global bank Responsibilities: • Oversight of the planning, performance, and independent validation to safeguard external reporting integrity, including CCAR and liquidity control environment., • Managing the team that executes adherence, control, and substantive testing procedures through periodic reviews of regulatory filings and controls., • Leading regulatory reporting validation testing including regulatory reporting quality assurance, capital planning (CCAR), and liquidity control validation., • Providing guidance for the purpose of ensuring feedback that enhances the accuracy of reports submitted to regulators., • Partnering with key stakeholders in regulatory reporting to identify areas of regulatory reporting improvements, including identifying process enhancements and issues that require remediation., • Working closely with the Head of Financial Risk and Controls to oversee and coordinate the regulatory reporting validation program in order to meet and exceed deadlines, track and document overages, identify and implement process improvements, and prepare status reporting. Requirements: • Proven experience growing and developing teams responsible for performing audit, quality assurance and/or regulatory reporting compliance work, which conforms to professional standards and/or regulatory requirements., • Embody an audit-style approach that meets or exceeds program standards, primarily through oversight, training and mentoring team members across multiple locations., • Experience standing up and running capital planning and regulatory reporting functions within financial services., • Potential experience might come from a combination of public accounting (Big 4 or large regional accounting firm), internal audit, and/or quality assurance execution, although other relevant experience related to CCAR will be considered., • Critical thinking and analytical abilities, including problem solving and time management skills., • Ability to work in partnership with others to persuasively promote effective controls around regulatory reporting., • A Bachelors (or Masters) Degree in Accounting (preferred), Finance, or related field., • Strong / broad understanding of banking regulations including and other regulatory reporting requirements For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionAbout Valinor Valinor is building a new kind of credit institution — one with the rigor and judgment of a financial firm and the speed and ambition of a technology company. We originate, structure, and distribute institutional-grade credit products natively on blockchain-based rails, with AI-driven operations and in partnership with the broader digital asset ecosystem. We recently raised a $25M seed round and are a small, high-conviction team operating at the frontier of capital markets. The Role We are hiring a Chief of Staff to serve as the right hand to Valinor's founders, supporting key strategic and operational initiatives. You will support high-priority initiatives across business development, new product identification, and strategic planning. You will help design and maintain the internal operating infrastructure that keeps a growing, multi-domain business coordinated. And you will handle the day-to-day execution that keeps the founders and team on track. We are a small team with no silos. You will work closely with the investment team, the technology and product team, and the operations team, and with outside investors & partners. The role offers unusual breadth - across credit investing, digital assets, stablecoin infrastructure, and venture - and close proximity to how the founders think and operate. What You'll Do Strategic Initiatives (supporting the CEO) • Help organize and execute on strategic initiatives across business development, fundraising, partnership development, and new product identification., • Prepare materials and analysis to support strategic planning and decision-making., • Help design and implement an agentic operating system across business development, underwriting, and distribution., • Stand up and maintain the internal coordination infrastructure for a growing team: meeting rhythms, decision tracking, and project management., • Identify processes that are broken, manual, or nonexistent — and ways to build or automate them., • Serve as connective tissue across internal teams, business lines, and external partners — ensuring information flows, decisions do not stall, and new product and partnership initiatives stay coordinated across functions., • Help manage external communications across investors, counterparties, and strategic partners., • Prepare agendas, materials, and follow-ups for board meetings, investor updates, and internal leadership discussions., • Help the founders manage and prioritize their time and competing demands — including optimizing personal operating systems, with an eye toward automating routine coordination over time.Why Valinor, • Early-stage and high momentum. $25M seed, active deal pipeline, partnerships with tier-1 counterparties, and a clear thesis on where credit markets are going., • Cross-domain exposure. Valinor operates across credit, crypto, fintech, and venture capital. You will work with people across all of these worlds and develop fluency across them., • Build the playbook. There is no inherited operating manual. You will help design digitally-native systems, processes, and rhythms that define how Valinor runs., • Sharp and organized. 2–4 years of experience in product, investment banking, consulting, startup operations, or a prior chief of staff role. Demonstrated ability to manage multiple workstreams and deliver independently., • Disciplined on follow-through. Tracks every open item and closes every loop. Nothing falls through the cracks., • Strong written and verbal communicator. Able to draft an investor update, prepare a board memo, and deliver a clear internal briefing., • Comfortable with ambiguity. Energized by undefined problems; able to walk into a new area of the business and help determine what needs to happen., • Excited about designing high-performance systems. Genuinely interested in using AI tools to systematize operations and build repeatable, scalable workflows. Prior experience is not required — intellectual curiosity and willingness to build are., • Low ego, high standards. Willing to do whatever needs doing and holds themselves to a high bar across all of it. Nice to Have • Background in engineering, finance, or credit, • Experience building operational infrastructure from scratch: templates, dashboards, internal tools, lightweight automation, • Familiarity with crypto, DeFi, or digital assets, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Stock Option Plan

Job DescriptionDescription: Collabrios delivers purpose-built software solutions that unify the entire care journey. With decades of expertise in Programs of All-Inclusive Care for the Elderly (PACE) and deep industry knowledge, we empower care providers to streamline operations, maintain compliance, and deliver exceptional care to aging adults. Our integrated SaaS platform includes Electronic Health Record (EHR), Third-Party Administrator (TPA) financial services, and care coordination solutions, designed to help PACE programs optimize workflows, strengthen compliance, and enhance overall center operations. We serve PACE, Government agencies (state-based units of Aging, Adult Protective Services, and Local Area Agencies on Aging), and community-based organizations. Job Overview The Account Executive is a quota-carrying role focused on expanding revenue within existing EHR clients by driving contract value growth across TPA solutions, Collabrios Intelligence, the HomeCare App, and future product offerings. This role is responsible for the strategic growth and ongoing oversight of assigned accounts, strengthening client relationships and positioning Collabrios’ platform as a trusted partner for growth, compliance, and operational excellence. Success in this role requires consultative selling, strong cross-functional collaboration, and the ability to influence both operational leaders and external consultants supporting PACE programs. Key Responsibilities Client Growth & Upselling • Lead account strategy and execution to drive expansion and reduce retention risk, • 7+ years of proven success in B2B SaaS, healthcare technology, or enterprise software sales, with experience working with or within Third Party Administrators (TPAs) and a strong understanding of claims payment workflows, • Experience expanding existing client accounts; background in EHR, TPA, and healthcare SaaS required, • Strong understanding of PACE program operations, compliance requirements, and funding models, • Demonstrated ability to engage multiple stakeholders, including executive, clinical, financial, and operational leaders, • Track record of meeting or exceeding quota in long-cycle, competitive environments, • Skilled in strategic account management, relationship building, and solution expansion, • Proficiency in Salesforce and sales engagement tools (e.g., Salesloft), • Excellent presentation, negotiation, and communication skills, • Willingness to travel for client engagement and industry events At Collabrios Health, we’re committed to fostering a workplace that supports your well-being, growth, and ability to make a meaningful impact. Here’s what you can expect when you join our team: • A connected, virtual-first culture with a collaborative, mission-driven team, • Competitive health benefits, including medical, dental, and vision coverage, • 401(k) with company contribution, • Flexible paid time off (PTO), plus 72 hours of sick time, • Flexibility and trust—we empower our team to manage their schedules and work in ways that support their lives, • Opportunities for learning, mentorship, and professional development Collabrios is an equal opportunity employer. We welcome candidates from all backgrounds, identities, and experiences. If you’re excited about this role but your experience doesn’t align perfectly with every qualification, we encourage you to apply anyway. You may be the right candidate for this or other roles.

Job Description Join Our Team as an Events and Guest Experience Manager at HI New York City! We’re seeking a hands-on leader to oversee both our bar program and event spaces, creating a vibrant, welcoming experience for travelers and locals alike. This role is ideal for someone with bar leadership experience who can confidently manage day-to-day operations while also developing and executing engaging events. You’ll lead bar and event staff, manage inventory and vendor relationships, and ensure smooth, high-quality service across all shifts. In addition, you’ll oversee booking and coordination for five on-site event spaces—handling client communication, scheduling, and execution for events ranging from small gatherings to groups of up to 150 guests. You’ll also drive revenue through creative programming, activities, and events that bring energy to the space and enhance the overall guest experience. If you enjoy balancing operations with creativity and thrive in a fast-paced, social environment, this is a great opportunity to help shape the energy and experience of our NYC hostel. Position Details: Pay: $27-33 per hour Type: Full time, Benefit eligible Benefits: Medical, dental, vision, disability, vacation, sick leave, 403b with company match, commuter benefits, and more (New Hire waiting periods apply). Responsibilities: Events, Marketing & OTA Management • Oversee booking and coordination for five rentable event spaces of varying sizes, from intimate gatherings to events of up to 150 guests, ensuring effective scheduling, client communication, and smooth on-site execution, • Develop and execute a calendar of events and activities for guests and the local community., • Manage and update OTA (online travel agency) listings for all five event spaces, ensuring content, photos, and availability are current and compelling., • Step in as a hands-on leader for bar shifts when needed, supporting the team to ensure excellent service, atmosphere, and flow., • Oversee bar and event staff, including hiring, training, scheduling, and day-to-day supervision., • Manage all bar inventory, including regular counts, ordering, vendor relationships, and cost control., • Monitor expenses and implement cost-control measures to ensure bar and event operations meet budgetary targets., • Maintain a clean, safe, and organized environment in compliance with all health and safety regulations., • Handle cash and credit transactions and oversee end-of-shift reconciliation., • Drive revenue across the bar, all five event spaces, and the marketplace through programming, activities, and strategic initiatives., • Build and maintain relationships with local businesses, organizations, and the broader community to generate event bookings, partnerships, and repeat business., • Identify and develop partnerships with external vendors and companies to expand offerings and enhance guest experiences., • Oversee inventory and maintenance of all furnishings, equipment, and AV assets related to the bar and event spaces., • Support broader F&B initiatives, including the marketplace, pop-ups, and special programming., • Act as a cross-functional leader, collaborating closely with the General Manager, Project Manager, Sales, Housekeeping, and Engagement teams to deliver cohesive guest experience Skills/Qualifications: • 2+ years of bar or hospitality management experience, including hands-on bartending., • Strong leadership skills with experience training and motivating small teams., • Ability to communicate effectively with teams and cross departmental., • Operational knowledge of inventory management, cost control, scheduling, vendor relations, and POS/cash-handling procedures., • Creative and strategic thinker with experience in concept development, menu planning, and event programming., • Strong customer service mindset and ability to create a welcoming, engaging atmosphere., • Familiarity with health, safety, sanitation, and alcohol service regulations., • Ability to obtain or maintain required certifications (food handler, responsible alcohol service)., • Adaptable and able to multitask and respond in a fast-paced environment., • Strong problem-solving and decision-making skills for handling operational issues and guest concerns. Physical Requirements: • Ability to stand and move throughout the bar area for extended periods of time, • Frequent use of hands and arms to prepare and serve beverages, operate equipment, and handle transactions, • Ability to lift and carry items such as beverage cases and supplies (up to 30 pounds), • Ability to reach, bend, and stoop in a fast-paced, active work environment, • Ability to communicate clearly with guests and team members in a moderate to loud environment We Make a Difference! At HI USA, we celebrate diversity and welcome individuals of all backgrounds. As a nonprofit organization, we help people, especially the young, travel on a budget to foster a greater understanding of the world and its people through affordable travel opportunities. If you're passionate about hospitality apply today to join our team!

Job Description Harlem Children’s Zone (HCZ) — a world-renowned education and poverty-fighting organization based in New York — seeks an enthusiastic, dedicated, and mission-aligned College Counselor at our College Success Office. The College Counselor will bring a passion for the mission of Harlem Children’s Zone: break the cycle of intergenerational poverty with comprehensive, on-the-ground programming that builds up opportunities for children and families to thrive in school, work, and life. The College Success Office provides year-round academic, administrative, and emotional support as well as financial and career preparation to participants of HCZ’s Promise Academy high schools and afterschool programs. Our mission is to ensure that our participants are provided with the resources and guidance needed to be successful in college and beyond. The main components of the College Success Office include student outreach, academic support and guidance, financial aid advisement, college transfer assistance, summer and winter internship opportunities, and community-building efforts within our program. For more information, check out Want to Work at Harlem Children’s Zone? Here’s 7 Things You Need to Know Requirements • Bachelor's degree required; Master's degree in counseling, education, or a related field preferred., • A minimum of two years of experience in college counseling, advising, or a related field, preferably in a high school setting, is required. Who you are • Thorough understanding of the college admissions process, including standardized testing, application requirements, and financial aid options., • Excellent interpersonal and communication skills, with the ability to establish rapport with students, families, and college representatives., • Strong writing and public speaking ability, and must be well-organized, efficient, and energetic., • Knowledge of adolescent development, career exploration, and post-secondary pathways, • Strong organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines effectively., • Commitment to equity and inclusion, with demonstrated cultural competence and sensitivity to the needs of diverse student populations., • Passion for working with high school students and empowering them to achieve their academic and career goals., • Special consideration is given to those who are accessible for emergencies and can provide support after work hours and on the weekends. What you’ll do • Plan and facilitate workshops and presentations on topics such as college admissions requirements, programming of a college preparation course load, standardized testing strategies, essay writing, financial aid options, and career exploration., • Work with College Counseling Leadership as well as Wealth Builds to develop and facilitate a College & Career Readiness curriculum., • Help the College Success Office to plan and implement its pre-college summer program., • Provide one-on-one guidance to students, helping them navigate the college planning process, assess their interests and strengths, and develop a strategic college readiness plan., • Develop curated college lists with scholars based on their academics, preparedness skills, and family's financial background., • Work with school leadership to ensure that all scholars are prepared to sit for the PSAT and the SAT or ACT in grades 10-12. Help school leadership to administer these exams., • Assist students with every aspect of the college application process, including researching colleges, pre-college exposures, completing applications, writing essays, and preparing for interviews., • Educate students and their families about financial aid opportunities, scholarships, grants, and loans., • Provide support with completing financial aid forms such as the FAFSA and CSS Profile., • Work hand-in-hand with families to review financial documents and financial aid packages and advise seniors strategically through the financial aid process., • Work under the direction of the Manager and Director to research, build a database of and actively pursue external scholarship opportunities for scholars., • Coordinate college visits, campus tours, and college fairs to expose students to post-secondary options and connect them with college representatives., • Work with the College Readiness Manager and Director of College Counseling to implement post-acceptance visiting days and on-campus tours for all high school seniors to ensure the best fit., • Maintain accurate records of student progress, college acceptances, scholarship awards, and other relevant data, and utilize data to track outcomes and inform program enhancements., • Engage with parents and guardians to involve them in the college planning process, provide resources and information, and address any concerns or questions they may have., • Conduct parent workshops for grades 9-12., • Provide ongoing support to students who have been accepted to college., • Work with the College Success Counselors to assist scholars with enrollment, housing, financial aid verification, and other transitional needs., • Work with the College Readiness Manager and Director of College Counseling to build working relationships with college admissions officers. Schedule • Monday - Friday, 9 AM - 5 PM, flexibility required, • Some weekends and evenings, depending on site needs and events As a member of the Harlem Children's Zone team, you will join a supportive and inclusive community dedicated to helping children, families — and our staff — thrive. We offer highly competitive salaries, a comprehensive benefits package, and opportunities for growth. Our exceptional full-time benefits include: • Highly competitive base salaries, • Paid time off, • Employee referral bonus, • Career advancement, • No-cost health insurance, • Life Insurance, • Short-term and long-term disability, • Additional voluntary benefits, • Wellness discounts, • Commuter benefits, • Financial wellness perks, • Additional Benefits (Discounts on flights, hotels, theme parks, concert tickets, and more.) We offer competitive salaries and a comprehensive benefits package. The salary range is $60,000 to $70,000. To be considered, interested applicants should submit their applications directly through the posting. No telephone inquiries or recruiters, please. Replies will only be sent to qualified applicants. HCZ is an EOE.

Job Description *Applicants MUST submit a cover letter with resume to be considered. *This position will require in-office presence. Hybrid work schedules may be possible based on specific job duties and consistent with ESD policy. *Minorities, women, and individuals with disabilities are encouraged to apply. Please contact Human Resources if you require an accommodation. BASIC FUNCTION: Direct the activities of Harlem CDC, a subsidiary of Empire State Development (ESD) in accordance with policies established by the Board of Directors, the Corporation’s By-laws and regulations. Responsible for the oversight and management of HCDC. The position includes all project development, financial performance, intergovernmental relations, and public information associated with Harlem’s revitalization and economic development efforts. Essential Functions: On-Site presence required, Team building, performance reviews and management. WORK PERFORMED: • Lead long-term planning to expand and improve programs in MWBE and small business development, home buyer support, and weatherization and energy-efficiency services., • Monitor neighborhood trends, identify emerging opportunities to support Harlem residents, businesses, cultural and other non-profit institutions, and recommend strategic initiatives., • Recruit, supervise, and develop staff; foster a collaborative, mission-driven organizational culture., • Provide leadership and supervision to program managers and staff delivering business technical assistance, housing counseling, and weatherization services., • Ensure HR policies, professional development opportunities, and performance evaluations are in place., • Develop and direct evaluation systems to track outcomes, measure community impact, improve program effectiveness and ensure all programs meet performance goals and regulatory requirements., • Oversee finances, accounting, auditing, compliance, grants management, and financial reporting of the Corporation, in coordination with ESD., • Manage annual budgets and ensure responsible stewardship of resources., • Consult with and seek the advice of members of the Board of Directors of Harlem CDC and other appropriate persons on matters affecting the successful implementation of the Corporation’s programs and objectives., • Serve as primary liaison to the Board of Directors; provide timely, accurate information to the Board to support effective decision-making., • Build and maintain strong partnerships with local businesses, residents, government agencies, nonprofits, lenders, and neighborhood associations., • Represent the agency publicly at meetings, community events, and local events related to community development., • Ensure the development of, and adherence to, all the Corporation’s policies and operating procedures. MINIMUM REQUIREMENTS: Education Level required: College degree with advanced study in Real Estate, Business Management, Public Policy, and/or Public Administration. Experience required: 7+ or more years of management experience in economic development and project development. Deep knowledge of the Harlem community, urban planning, finance, and multi-level government regulations preferred. Knowledge required: Decisive Leadership: A mentor and confident decision-maker who exercises exceptional judgment. Strategic Problem-Solver: Skilled at dismantling complex obstacles, addressing performance gaps, and navigating bureaucracy to achieve goals. Relationship Builder: A collaborative partner who fosters trust with agency colleagues and local business/cultural leaders. Expert Communicator: A "synthesizer" capable of translating technical concepts into clear, actionable insights for any audience.

Job Description The Tie is a leading provider of Intelligence, infrastructure, advisory, and communication solutions that power institutional participation in digital assets. We serve hundreds of the world’s largest institutions through The Tie Terminal and our data APIs, provide institutional staking solutions, offer investor relations services to leading token issuers, and license data feeds to crypto exchanges and platforms. One of our fastest-growing businesses is Corporate Access, the premier platform for protocols to gain exposure, build credibility, and secure relationships with the world’s most influential institutions. We connect protocols with institutional investors through four annual flagship events and direct connectivity opportunities. The Position As Senior Relationship Manager, you are responsible for developing strong relationships and supporting leading digital asset protocols participating in The Tie’s Corporate Access platform. You will serve as one of the primary points of contact communicating key information and helping them effectively position their story, engage institutional investors, and maximize outcomes. In the role, you will work cross-functionally with leadership and the events team to deliver a seamless client experience, while proactively identifying opportunities for deeper engagement. Success in this role requires a strong understanding of the digital asset ecosystem - including both protocols and institutional participants - along with deep relationship management experience and the ability to operate both strategically and tactically. Responsibilities • Serve as a primary point of contact for The Tie’s corporate access clients, delivering exceptional relationship management and support, • Provide a high-touch, white-glove client experience, ensuring client needs are anticipated and exceeded, • Manage and execute The Tie Innovator Webinar Series, including planning, coordination, and client engagement, • Connect protocols with relevant institutional partners through thoughtful, strategic introductions aligned with their core objectives, • Maintain strong attention to detail across all client interactions, deliverables, and internal coordination, • Track client activity, feedback, and engagement to inform relationship strategy and growth opportunities, • Full-time client-facing work experience, working with crypto protocols and/or institutional investors, • Proven experience in relationship management or client-facing roles, preferably within crypto, fintech, or financial services, • Strong knowledge of capital markets, digital assets, blockchain protocols, and institutional crypto landscape, • A deep understanding of crypto, including DeFi, RWAs, smart-contract protocols, and other industry sectors is highly preferred, • Demonstrated ability to build trust and credibility with clients, • Excellent communication skills, both written and verbal, • Highly organized with strong attention to detail and the ability to manage multiple priorities, • Self-starter comfortable operating in a fast-paced, evolving environment, • Competitive compensation (salary, bonus, and options), • Health, dental, vision, and disability insurance, • Flexible paid time off, • A fast-paced and exciting work environment, • Strong teamwork-driven culture Salary range: $120,000 - 140,000, Commensurate with experience Location: New York City preferred / remote considered The TIE inc is an equal opportunity employer.

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combatting economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, impact litigation, policy advocacy, and community partnerships. NYLAG exists because wealth should not determine who has access to justice. We aim to disrupt systemic racism by serving individuals and families whose legal and financial crises are often rooted in racial inequality. NYLAG goes to where the need is, providing services in more than 150 community sites (e.g. courts, hospitals, libraries) and on our Mobile Legal Help Center. NYLAG’s staff of 410 impacted the lives of nearly 129,000 people last year. Job description NYLAG seeks a highly motivated temporary staff attorney to join its staff from end of April 2026 to end of October 2026 to provide elder law and special needs legal services to older adults and individuals with disabilities. The temporary staff attorney will work on matters related to Medicaid planning and appeals, Medicare, homecare appeals, Social Security, Supplemental Security Income (SSI), and advance directives and Wills, as well as other legal issues related to older adults and people with disabilities. In terms of Medicaid, the attorney will assist clients with navigating the Medicaid landscape, including eligibility and representation on complex fair hearings and external appeals relating to homecare. This attorney will also provide community and professional trainings on these topics. Duties and Responsibilities This attorney’s primary responsibilities include: • Providing direct representation, advice and consultation on elder law matters., • Counseling, drafting and supervising the execution of advance planning documents;, • Representing clients at complex administrative fair hearings and external appeals related to Medicaid homecare;, • Meeting with clients at community-based sites and making home, hospital and nursing home visits for homebound, hospitalized and nursing home clients throughout Brooklyn., • Conducting trainings for community-based organizations, local agencies, and other advocates in the related substantive matters;, • Admission to NYS Bar is required;, • NYS notary license is required;, • Excellent communication, research and writing skills are required;, • Civil legal services, clinical, and/or fellowship experience in elder law and health law is preferred;, • Strong organizational and administrative skills are required;, • Experience working with diverse populations is preferred;, • Demonstrated ability to take initiative and work independently. Employment type: ☒ Full-time ☒ Temporary – from May 4, 2026 to October 30, 2026 Professional Level: ☒ Professional Salary Range: NYLAG is a unionized workplace, and salaries are set pursuant to a collective bargaining agreement. The current salary range for this position is between $88,265 - $101,009 depending on experience. Benefits: Medical, dental, vision, 401k, life insurance, long term disability, commuter benefits, flexible spending accounts (FSA) for Medical and Dependent care. Application Instructions: Please save resume and cover letter on one pdf. NYLAG is committed to a hybrid work policy for staff whose work does not require their full-time presence in the office. NYLAG’s current policy is that most staff are required to work in NYLAG’s offices or do other in-person work at least two days each week. This policy is subject to change. Powered by JazzHR ZVPSc7Nwht

Job Description About LEAP Leap is building the world's largest network of branded retail stores – powered by data, systems and scale. The Leap Platform enables brands to deploy stores that work in concert with ecommerce more rapidly and at significantly reduced cost and risk. Leap brings modern brands to life with compelling, immersive customer experience and data driven operations. Our team is excited by the opportunity to power the next generation of leading consumer brands with a vibrant presence in local communities throughout the country. We're one of the fastest growing companies in the retail/ecommerce space - since launch we've powered stores for dozens of brands, and we're adding more brands and stores each week. Come take this leap with us. Your ideas, thinking, and voice are wanted. Role Overview The Retail Success Manager supports the execution, performance management and brand strategies of retail stores. This role will focus on managing retail teams, brand partnerships, and account strategies. They will drive performance through effective hiring, coaching, and store operations, ensuring brand alignment, in order to meet or exceed targets for store performance and account growth. *This is not a remote position Annual Pay Range: $110k to $130k. Compensation will be determined based on the candidate's experience, skills, competencies, and qualifications. Core Responsibilities: Retail Performance & Operations • Directly oversee a portfolio of brands & stores, managing performance across stores and adapting strategies to enhance sales, brand alignment, and operational efficiency., • Utilize business acumen and performance data to drive actionable plans that meet sales KPIs, remittance, and store profitability goals., • Ensure each store maintains all operational standards and provides an excellent customer experience. Team Development & Management • Coach and mentor Store Managers, focusing on development, performance management, and consistent delivery of customer service excellence & sales., • Recruit, hire, develop and manage a talent pipeline, conducting hiring, training, and ongoing development efforts to drive high team engagement and retention. Brand & Account Management • Cultivate strong relationships with brand executives, supporting them in achieving their business goals and consistently delivering on Leap standards., • Serve as a primary point of contact for brands, advocating for their needs and conveying performance insights to internal teams to guide decision-making., • Collaborate on executing short-term (<1-year) brand strategies, ensuring alignment with marketing, merchandising, and clienteling strategies., • Lead brand meetings with internal teams and brand executives. Cross-Functional Collaboration & Influence • Drive alignment between cross-functional teams that enhance both store performance and brand success., • Lead key internal and external meetings to drive both brand and store-level insights, performance, and feedback., • Based in New York; hybrid role with a minimum of 3 in-store days per week, • 6+ years of progressive retail leadership experience, with 2+ years in multi-unit management across a minimum of 5 locations, • Demonstrated success leading remote, multi-store teams to drive client experience, operational excellence, and business performance, • Strong relationship-building skills across internal teams, store staff, and brand partners, • Ability to travel regularly within NYC and up to twice annually out of state, • Must be 18+ years of age, • Unlimited PTO (blackout periods apply), • Bonus Eligible, • Healthcare benefits (medical, dental, vision), • Flexible time off (paid company holidays, unlimited paid time off, sick leave, parental leave), • Access to company perks (commuter benefits, 401K, paid sabbatical, employee discounts at Leap stores, employee referral bonus, telecom reimbursement), • Employee Assistance Program CRPwGRCd2H

Job DescriptionWHO WE AREAt Trustly, we're building a smarter, faster, and more secure financial future by revolutionizing the world of payments. As a global leader in Open Banking Payments, we are establishing Pay by Bank as the new standard at checkout, providing unparalleled freedom, speed, and ease to millions of consumers and merchants worldwide. Our Ambition: To build the world’s most disruptive payment network and redefine what the payment experience should feel like. Trustly is a global team of innovators, collaborators, and doers. If you are driven by a strong sense of purpose and thrive in a dynamic, entrepreneurial, and high-growth environment, join us and be part of a team that’s transforming the way the world pays. ABOUT THE ROLEAs the Senior Finance Manager, you will be the primary financial lead for three of Trustly’s most critical global domains: US Gaming, WW Pay, and WW Customer Service. This is a high-visibility leadership position that sits at the intersection of commercial growth and operational scale. Reporting to the VP of Commercial Finance, you will lead a team responsible for the financial health, forecasting accuracy, and strategic expansion of your Global business domains. You will move between high-level budgeting with executives and granular performance analysis with domain leads, ensuring that every commercial decision is backed by data-driven financial logic. WHAT YOU'LL DO • Act as the primary financial advisor to the heads of US Gaming, WW Pay, and WW Customer Service. You aren't just at the table; you are helping set the agenda., • Lead, develop, and empower your team. You will be responsible for their professional growth and the quality of the team’s financial output., • Own the financial architecture for WW Customer Service. Partner with operations to balance world-class service levels with unit-cost efficiency and scalable resource planning., • Take ultimate accountability for the financial health of your domains. You will identify macro trends, regional risks, and global opportunities that move the needle for Trustly., • Lead the evaluation of major commercial initiatives, multi-year contracts, and pricing strategies, ensuring every deal aligns with our long-term margin targets., • Modernise how we track and forecast. You will lead the charge in evolving our FP&A tools and data structures to support a multi-billion dollar transaction volume.WHO YOU ARE, • 7+ years of progressive experience in FP&A, or Commercial Finance within the FinTech, Payments, or technology sectors., • You look beyond the next quarter. You have a proven ability to influence VPs and C-suite stakeholders through data-backed conviction., • Demonstrated expertise in P&L management, financial modeling, forecasting, and variance analysis., • Experience with modern BI tools and ERPs and a desire to leverage AI to maximise productivity., • Excellent communication skills with the ability to present complex financial information clearly and concisely.

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

Job Description Product Development Manager (Private Label) New York, NY (Hybrid – 3 days onsite) $115K – $125K+ KPI based bonus Position Overview A leading consumer electronics and creative technology retailer is seeking a Private Label Product Manager to own the full lifecycle of private-label product lines—from ideation and development through launch and lifecycle management. This role drives product strategy, brand positioning, profitability, and category growth across multiple consumer electronics and outdoor product categories. The Product Manager will collaborate cross-functionally with marketing, operations, inventory, vendors, and executive leadership while managing product development with manufacturing partners in Asia. Success in this role requires strong product development expertise, market trend awareness, and ownership of product performance. The Ideal Candidate * Strategic product leader who can own a product portfolio from concept to end-of-life * Strong consumer electronics / hard goods product development experience * Comfortable working with manufacturing partners in Asia * Analytical thinker who can translate market trends and customer insights into profitable products * Collaborative communicator who thrives in cross-functional environments * Highly organized with strong project management and product lifecycle management skills Key Responsibilities * Own Product Lifecycle Management (PLM) from ideation through end-of-life * Develop brand strategies, product roadmaps, and financial projections * Lead New Product Planning (NPP) and New Product Introduction (NPI) initiatives * Conduct market research, competitive analysis, and trend analysis to guide product development * Manage vendor relationships, sourcing, and manufacturing partnerships * Oversee quality assurance, regulatory compliance, and supply chain coordination * Develop pricing models, positioning strategies, and product messaging * Collaborate with marketing on packaging, promotions, and product launches * Monitor sales, margin performance, and category penetration * Work with inventory teams to resolve capacity, purchasing, and delivery issues * Lead Quarterly Business Reviews (QBRs) and portfolio optimization reviews * Manage Amazon Marketplace (Seller Central), including listing optimization and A+ content * Mentor junior product managers or assistants Qualifications & Must-Haves * 5+ years of product management, product development, or product marketing experience * Experience developing hard goods in consumer electronics or related categories * Strong knowledge of manufacturing processes in Asia * Experience with Amazon Marketplace / Seller Central * Proven ability to manage cross-functional product development projects * Strong analytical skills with experience in pricing, competitive analysis, and forecasting * Proficiency with Excel, PowerPoint, and ERP/database systems * Ability to identify market trends and consumer behavior insights Benefits * Competitive salary with KPI based performance bonus * Hybrid schedule (3 days onsite) * Opportunity to own and build high-impact private label product lines * Collaborative, innovation-driven environment * Exposure to multiple consumer product categories and brands Apply Now:

Job Description Title: Tax Manager, Consumer Products Group Department: Tax, Consumer Products Group (CPG) Supervises: Supervisors and below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: The Tax Manager specializing in Consumer Products Group at Anchin will lead our tax team in delivering comprehensive tax compliance, planning, and advisory services to clients within the consumer products industry. This role requires deep technical expertise in Corporate and Partnership taxation, strong leadership skills, and a thorough understanding of tax regulations impacting consumer products businesses. The Tax Manager will collaborate closely with clients and internal teams to develop and implement effective tax strategies that align with business objectives. RESPONSIBILITIES: • Lead and manage tax compliance for federal, state, and local income tax returns, with a strong emphasis on Corporate filings for clients in the consumer products industry., • Ensure all tax filings are accurate, timely, and in compliance with applicable tax laws and regulations., • Oversee the maintenance and organization of tax records and documentation., • Drive tax planning initiatives and provide strategic advisory services tailored to consumer products businesses., • Identify and implement tax-saving opportunities and strategies to minimize tax liabilities., • Conduct in-depth research on complex tax issues, including corporate tax structures, and deliver innovative solutions., • Serve as the primary point of contact for key clients, building and maintaining strong relationships., • Understand clients' business operations, industry-specific challenges, and strategic goals to deliver customized tax advice., • Communicate complex tax issues and regulatory updates clearly and effectively to clients., • Supervise, mentor, and develop junior tax staff, fostering a collaborative and high-performance team environment., • Contribute to recruitment efforts and the development of technical expertise within the tax team., • Stay current with changes in tax laws and regulations, particularly those impacting entities and individuals and the consumer products industry., • Participate in ongoing professional development and continuing education., • Develop and share best practices and innovative tax strategies within the department., • Implement efficient tax processes and procedures to enhance accuracy and productivity. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 5+ years of progressive tax experience, with a strong focus on the consumer products industry and corporate tax matters., • Extensive expertise in Corporate and Partnership taxation, including compliance, planning, and advisory work., • In-depth knowledge of federal, state, and local tax laws and regulations, particularly those impacting corporate structures., • Proven leadership and team management skills, with experience mentoring and developing staff., • Strong analytical, problem-solving, and decision-making abilities to address complex tax issues., • Excellent communication skills and ability to build and maintain strong client relationships. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Friends of the Israel Defense Forces (FIDF) is a humanitarian nonprofit that provides life-changing support for the courageous young men and women of the Israel Defense Forces (IDF). We transform their lives through empowering educational, financial, well-being, and cultural initiatives as they protect the State of Israel and her people. Inspired by them, we strive to champion a culture of courage worldwide, ensuring a secure and thriving Israel today and forever. Our community of supporters and staff are passionate, courageous, and impactful. Our work is driven by core values that transcend gender, age, political leanings, nationality, and religion. Our vital mission and breadth of programs resonate with a diverse array of supporters – all are welcome! Our workplace is vibrant and dynamic, encouraging bold creativity, ingenuity, and vision. We’re searching for new talent to contribute to our mission and team. For more information on Friends of the Israel Defense Forces, please visit FIDF’s website About The Role The Associate Director, Financial Services Fundraising focuses on raising funds from the New York Financial Services Division. The overarching responsibility of the Associate Director is to increase income for the FIDF in the Tri-State region focusing on the Financial Services community. The Associate Director will identify research, manage and implement solicitation plans for a portfolio of individual, corporate, and foundation prospects. It's most important for the Associate Director to understand and have a sincere and genuine interest in the importance of FIDF’s mission of supporting current members and veterans of the Israel Defense Forces. A sophisticated and diplomatic personality who can work comfortably with people of influence and affluence is desirable. This position reports to the Executive Director, Northeast Affinity Groups. Essential Job Duties • With an emphasis on the Financial Services community, the Associate Director will lead, develop, implement, and manage short and long-term giving goals and strategies to support FIDF’s mission and fundraising goals., • Act as the primary relationship manager with assigned portfolio of donors and prospects., • Work with New York lay and staff leadership to synergize strategy and implement a plan to maximize brand recognition and the generation of funds to support FIDF. This includes identifying, recruiting, and partnering with local lay leaders., • Collaborate with staff on campaign-related materials and events to ensure accuracy and consistency of messaging., • Manage the planning and implementation of special events for donor recognition and fundraising; design and implement stewardship activities. This will include an annual Gala Dinner., • Maintain prospect management information through use of FIDF’s prospect management database., • Manage the Financial Services board, spearhead Financial Services board meetings, create agendas, and set goals for the board and division., • At least 5 years of demonstrated success in philanthropic fundraising including direct solicitation of and securing of individual major gifts; knowledge of the Financial Services community., • Knowledge of New York City’s Jewish community culture, traditions, Jewish communal services required., • Demonstrated experience in designing and implementing a fundraising plan. Ability to articulate organizational goals related to building an effective philanthropy strategy., • Possess a decisive and inclusive decision style with the ability to manage small details while focusing on the big picture. An organized manager, comfortable recommending strategic direction and implementing that direction on his/her own., • A sincere and genuine interest in the mission of FIDF; experience with Israel and working with Israelis preferred., • Strong communication skills both verbal and written; skill in presenting oneself and communicating in a manner that is clear, effective and inspiring., • Excellent interpersonal and diplomatic skills, along with the ability to lead with integrity and inspiration; must be flexible and open to working with volunteer lay leaders., • Superior computer literacy; experience using donor management database systems to maximize fundraising results., • Possess high levels of enthusiasm and energy; be self-motivated and able to work well under pressure and handle several projects at one time., • Be available for evening and weekend events; should be available for occasional travel to Israel., • Experience raising funds from the New York Financial Services community required* Benefits Medical, Dental, Vision, Early dismissal for Shabbat, 403b with employer matching, Life Insurance, Disability Insurance, FSA, Jewish and Federal paid holidays, sick days and vacation. FIDF is an equal opportunity employer that is committed to equity, diversity, and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

Job Description Tax Senior- Private Client Services New York, NY or Boca Raton, FL RESPONSIBILITIES: • Work directly with clients to assess their financial situations, goals, and objectives., • Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws., • Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations., • Build and maintain strong client relationships, becoming a trusted advisor in tax matters., • Conduct in-depth research to address complex tax issues and provide innovative solutions., • Collaborate with other tax professionals, including managers and partners, to deliver comprehensive client solutions. Research and interpret tax laws and regulations to address client inquiries and ensure accurate reporting., • Calculate potential estate and gift tax liabilities and work within a team to recommend strategies to minimize these tax burdens. QUALIFICATIONS: • Bachelor’s degree in accounting, finance, or related field. A Master’s degree or CPA certification preferred., • 2 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment., • Strong understanding of individual, partnership, trust, estate, and gift taxation., • Familiarity with tax software and technology for efficient compliance and research. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. Benefits include; • Flexible schedule with a strong work-life balance., • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. Compensation: $100,000+ OTE Responsibilities: • Develop client relationships and provide tailored financial strategies., • Follow a leadership advancement track with career growth opportunities., • Work within a hybrid model, attending in-person meetings and training sessions as required., • Offer solutions in insurance, asset accumulation, and retirement planning., • No prior experience in finance is required—comprehensive training is provided., • Must be authorized to work in the US., • Competitive mindset with a history of leadership or achievement., • Self-motivated, coachable, and driven to succeed., • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025., • Mission Driven - "Do good. Be good. Make good."

Job Description About Bobbie Bobbie is creating a parenting culture of confidence, not comparison. And it starts with how we choose to feed our babies. We crafted our European style infant formula with purposefully sourced, organic ingredients to give parents a product they are proud to feed their babies, direct to their doorstep. Bobbie is proud to be the only US formula that is designed to meet both FDA and EU standards. Although 83% of parents turn to formula in the first year of their baby's life, this is the silent majority that is often shamed for not being able to exclusively breastfeed. Co-founded by two moms and created by a team of mom scientists, nutritionists, pediatricians, and lactation consultants, the Bobbie team knows first hand that there is no one size fits all for feeding. With Bobbie, we hope you can Bottle Boldly. We are seeking an exceptional Chief Growth Officer (CGO) to own Bobbie's core commercial engine. Reporting directly to the CEO, this executive will have end-to-end accountability for our revenue funnel across our omnichannel business — with primary ownership of Direct-to-Consumer/E-Commerce and full confidence leading Retail Sales growth. From strategy and planning through execution and performance, the CGO is responsible for driving profitable, scalable growth across our established channels, with deep ownership of the P&L, the customer, and the team that executes against both. The ideal candidate is a seasoned marketing and commercial leader with CPG roots and a deep appreciation for the power of a beloved brand. A proven track record of scaling food and beverage brands through digital and DTC channels is a must, paired with the strategic range to lead retail growth and the operational rigor to run a high-performing organization through a significant growth phase. Core ResponsibilitiesCommercial Strategy & Revenue Ownership • Own the end-to-end commercial strategy across DTC/E-Commerce, as well as Retail Sales, with full P&L accountability for both channels, • Set and deliver against revenue targets, translating strategic priorities into annual operating plans, forecasts, and budgets, • Define channel investment priorities and trade-offs to maximize revenue and margin across the portfolio, • Lead the annual commercial planning process in close partnership with Finance, ensuring plans are grounded, funded, and executable, • Lead the retail sales organization and strategy across all channels, including grocery, mass, club, and specialty, • Build and deepen strategic relationships with key retail partners and buyers, establishing Bobbie as a preferred partner, • Drive distribution expansion, velocity improvement, and shelf presence across the account portfolio, • Optimize trade spend and promotional investment to maximize ROI and brand positioning at shelf, • Set clear performance targets and hold the team accountable to distribution, velocity, and revenue goalsPricing & Revenue Architecture, • Own pricing strategy and architecture across all SKUs and channels, balancing competitiveness, margin, and brand positioning, • Monitor competitive pricing dynamics and lead pricing initiatives including increases with disciplined timing and execution, • Establish guardrails for promotional activity and evaluate promotional effectiveness against clear ROI thresholdsTeam Leadership & Organizational Development, • Build, lead, and develop a high-performing commercial organization across retail and DTC functions, • Establish clear metrics, accountability structures, and performance management systems across the team, • Foster a culture of executional excellence, collaboration, and consumer-centricityCross-Functional Collaboration, • Partner closely with Brand, Operations, Finance, and Supply Chain to ensure commercial plans are profitable and executable, • Collaborate with Finance on financial modeling, business cases, and investment decisions, • Align with the executive team on strategic priorities, resource allocation, and commercial performance, • Work in close coordination with the innovation function to ensure core channel readiness for new product launches, without owning the 0-1 pipelineQualificationsRequired, • 15+ years of progressive commercial leadership in CPG, with a strong preference for 10+ years in food and beverage, • Proven track record leading commercial organizations through significant growth phases, ideally at or approaching $300M+ scale, • Deep experience and expertise building and scaling DTC and e-commerce businesses, including Amazon, • Demonstrated confidence to be able to lead retail sales with established relationships across major grocery, mass, and club retailers, • Strong P&L management experience with a track record of driving profitable growth across channels, • Exceptional leadership skills with experience building, managing, and developing high-performing commercial teams, • Strategic thinker with strong analytical capabilities and a data-driven approach to decision-making, • MBA from a top-tier institution preferredPreferred, • Experience with emerging or disruptive brands in better-for-you, natural, or organic segments, • Track record navigating rapid growth, including supply constraints and capacity management, • Deep understanding of consumer behavior, retail dynamics, and the evolving digital commerce landscape, • Familiarity with both established retail channels and emerging platforms (online grocery, quick commerce) Bobbie is an equal opportunity employer. We do not make hiring or employment decisions on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, veteran status, disability status or genetic information, in compliance with applicable federal, state and local law. Bobbie Personnel Privacy Policy and Notice at Collection

Job Description Under the general supervision of the Team Leader/Evening Coordinator or designee, Peer Specialists serve as role models, educate recipients about self-help techniques and self-help group processes, teach effective coping strategies based on personal experience, teach symptom management skills, assist in clarifying rehabilitation and recovery goals and assist in the development of community support systems and networks. The Peer Specialist assists assigned individuals in developing and maintaining viable living, working and social situations in the community by obtaining needed medical, social, psychosocial, educational, financial, vocational and other services. Participates in the provision of crisis intervention services to participants. The majority of duties are often performed independently under general supervision. The Peer Specialist assists residents through supportive counseling to participate as fully as possible in the life of the community with the intent of achieving individual goals that foster personal growth and the highest level of independence possible and desired. ESSENTIAL JOB FUNCTIONS: • Counsels residents regarding plans for meeting service needs, and aids the recipients to mobilize inner capabilities and environmental resources to attain life goals including goals of goals of housing., • Educates residents about self-help techniques and self-help group processes, • Teaches residents effective coping strategies based on personal experience, • Teaches symptom management skills, • Assists in clarifying rehabilitation and recovery goals., • Assists in maintaining up-to-date, accurate individual case records on each resident., • Assists in obtaining and developing resource information for residents in all aspects of their care; disseminates this information to recipients in a manner that is clear and understandable., • Assist the resident in meeting service plan goals., • Helps facilitate individualized services to the resident that meet the diverse needs of the recipient and focus on the discharge-planning goal of housing., • Explains the types of clinical services, and ICL programs available to recipients; helps instruct the recipient in daily living skills, socialization skill enhancement, conflict resolution and most importantly, housing readiness., • Performs crisis assessment and nonverbal and verbal crisis intervention., • Assists in referring residents to community resources and other organizations. Accompanies recipients on regularly scheduled or emergency visits to medical treatment facilities, social agencies, government offices, or other locations associated with the treatment or assistance of the resident., • Advocates on behalf of recipient with outside service providers and within ICL., • Assists resident in finding and getting into vocational training or other training opportunities, and works with other team members in addressing the needs of residents., • Immediately reports serious incidents, serious incident allegations, incidents or sensitive situations to supervisors. Completes incident reports in accordance with ICL policy. Accounts for residents and files missing person reports on recipients not accounted for in accordance with ICL policy and procedure., • Complies with attendance and timekeeping rules and reports reliably and regularly to work on an on-going basis., • Attends regularly scheduled clinical meetings, staff meetings and supervision as well as in-service training and development activities., • Complies with agency infection control policies., • Ability to work with residents, families, and staff in a caring and respectful manner, and with due understanding of and consideration for cultural differences., • Ability to serve as a role model to residents., • Ability to complete written forms and reports in an accurate and timely manner., • Ability to communicate effectively with staff, residents, families, and the public., • Ability to prepare accurate and timely documentation, reports and other written material as assigned., • Ability to secure the cooperation of and work effectively with others, • Ability to work independently, and to conform to all applicable safety and accountability measures, • Knowledge of how disabilities can adversely affect functioning and ways to cope with or overcome such effects, • Ability to read and write at least at a 12th grade level and to follow written and oral instructions, • Ability to accompany or transport residents (some assignments may require possession of a valid driver's license)., • Completion of an internship or comparable training in peer advocacy preferred; experience in providing advocacy services to people who are mentally ill and/or homeless., • Past or current recipient of mental health, substance services or homeless services preferred.

Job DescriptionCompany Description Uncommon Schools is a nonprofit network of high-performing public charter schools dedicated to providing an exceptional K-12 education in economically disadvantaged communities. Operating in Boston, Camden, New York City, Newark, and Rochester, we are committed to closing the college completion gap and preparing every student for college and beyond. Our students consistently exceed national benchmarks, reflecting our dedication to their success. We invest deeply in our educators, offering weekly coaching, feedback, and professional development to ensure excellence in teaching and leadership. Join us to work hard, do good, and make a lasting difference! Job Description At Uncommon, our Office Managers (OMs) play a central role on our School Operations Teams in ensuring that students, families, and staff have the information and resources they need to succeed. In our schools, we have three Office Managers: Office Manager – Communications, Office Manager - Data & Systems, and Office Manager – Finance. All Office Managers coordinate day-to-day operations systems and routines that allow the school to run seamlessly. Responsibilities of the Office Manager – Communications include, but are not limited to, the execution of: • Serving as the primary contact for all of the school’s constituents in person, over the phone, and via email., • Enrollment of new students and re-enrollment of current students, • Daily student attendance and daily student operational systems, • Maintaining up-to-date student information and student files, • Bill pay and accounting, • Procurement and supply management for all student, staff, and event supplies, • Maintaining accurate Student Information Systems for the school and local school system, • Serving as the secondary contact for all of the school’s constituents in person, over the phone, and via email., • Bill pay and accounting, • Procurement and supply management for all student, staff, and event supplies, • Planning and supporting logistics and set up for school events and activities as neededQualifications, • Ability to communicate effectively verbally and in writing while demonstrating strong interpersonal skills with teammates, teachers, students, families, and additional stakeholders., • Organized and able to maintain key systems such as attendance, vendor deliveries, student documentation and paperwork., • Ability to maintain a calm, professional demeanor in the face of competing demands and external pressures., • Strong time management skills; ability to manage multiple tasks at the same time and meet tight deadlines., • Achieves accuracy and thoroughness when completing a task, • 1 to 3 years of teaching or school administrative office experience, • Spanish-speaking skills strongly preferred to support effective communication with our students, families, and community members., • Bachelor’s degree required Additional Information Our people are what make us Uncommon. We offer competitive compensation and comprehensive benefits that support the personal health, wellness, and finances of our staff and their families. Our compensation philosophy values equity & fairness and attracting & retaining top talent. Compensation Compensation for this role is between $21.90 to $28.67 per hour. Most candidates who meet job description requirements will receive an offer of $21.90 - $23.27 per hour. Starting pay is determined using various factors including but not limited to relevant professional development, education certifications, and tenure with Uncommon Schools. Benefits • Generous paid time off inclusive of sick time, paid holidays, and 10 weeks of paid breaks (Spring, Winter, and Summer)., • Extensive, best-in-class training and development, • Comprehensive health, dental, and vision insurance plans + pre-tax flexible spending (FSA), dependent care (DCFSA), and health saving accounts (HSA), • Financial Planning, • 403(b) retirement savings program + employer match, • Paid leave of absence options (parental, medical, disability, etc.) At Uncommon, we believe that a supportive and welcoming environment helps our students, staff, and community thrive. We are dedicated to building a team that brings a wide range of perspectives and experiences, reflective of the communities we serve---with over 70% of our staff identifying as people of color. Our organization values respect and open dialogue on important topics that shape our school culture. As an equal opportunity employer, Uncommon provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We also ensure that individuals with disabilities receive all privileges and benefits associated with employment and are provided reasonable accommodations for the interview process and to perform core job functions. If you would like to request an accommodation, please email .

Job DescriptionWealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients’ inner circle, the Wealth Advisor intimately understands each client’s values, lifestyle and philanthropic goals. They connect clients to the firm’s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Wealth Advisor enhances clients’ financial well-being while standing out among a crowded field. What We’re Looking For:What makes THIS role and advisor opportunity unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics: • Entrepreneurial Spirit, • Intellectual Curiosity, • High Emotional Quotient ("EQ"), • Determination and Relentless Drive for Success, • Spirit of Generosity in Working With and Within Their Community, • Excellent Interpersonal and Communication Skills, • An existing network that can be continuously cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors, • Comfortable interacting with individuals of significant wealth, • Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Trustworthiness and personal integrity that is beyond reproach What We Stand For: TRUSTWORTHINESS—We are accountable. Integrity, transparency and reliability are core to our business model. INNOVATION—We’re always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes. TEAMWORK—We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service. EQUITY—We are committed to building a culture of diverse perspectives – one where all employees feel valued and are treated fairly. COMMUNITY—We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals. RESPONSIBILITY–We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us. Our Market-Leading Training Program:The firm’s culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at the firm including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn’t stop there. We support our advisors with continuing education and ongoing professional development throughout their careers. Base Salary Range: $115,000 to $180,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation,which may include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives.

Job Description This is a remote position. Asset Management Analyst Overview We are seeking an Asset Management Analyst to support the tracking, analysis, and optimization of assets across systems and client environments. This role will leverage data and analytics to provide insights into asset performance, utilization, and lifecycle management, supporting solutions built on AWS, Azure, Tableau, Power BI, and DealCloud CRM. The ideal candidate brings a combination of analytical skills, attention to detail, and an understanding of asset or portfolio management concepts, with the ability to work in a data-driven, AI-enabled environment. Key Responsibilities • Track and manage asset data across systems, ensuring accuracy, completeness, and consistency, • Analyze asset performance, utilization, and trends to support business and operational decisions, • Develop and maintain dashboards and reports using Tableau and Power BI, • Validate and reconcile data across data pipelines, reporting tools, and CRM systems (DealCloud), • Support asset lifecycle management, including onboarding, tracking, and reporting, • Identify opportunities for process improvement and optimization using data insights, • Assist with forecasting, planning, and performance analysis related to asset portfolios, • Collaborate with operations, finance, and technology teams to align data insights with business needs, • Ensure adherence to data governance and reporting standards, • Support AI-driven initiatives by preparing and validating asset-related datasets RequirementsRequired Qualifications • 2–4 years of experience in asset management, financial analysis, operations analysis, or data analyst roles, • Strong analytical skills with experience in data analysis and reporting, • Proficiency in Excel and/or SQL for data analysis, • Experience with BI tools such as Tableau or Power BI, • Strong attention to detail and data accuracy, • Strong attention to detail and data integrity, • Analytical mindset with problem-solving abilities, • Ability to connect data insights to business outcomes, • Collaborative and able to work across teams, • Adaptable in a technology-driven environment

Job Description A successful and growing real estate company in Jersey City is seeking an experienced Controller to lead the accounting function and partner closely with the CFO on strategic financial initiatives. This role oversees all accounting operations, monthly financial reporting, budgeting, forecasting, internal controls, and treasury activities. The ideal candidate is proactive, detail‑oriented, and brings strong real estate industry experience. This position is onsite with some flexibility. Responsibilities • Lead the month‑end close process and prepare accurate, timely monthly financial statements in accordance with GAAP, • Develop, manage, and refine budgeting and forecasting models, • Partner with the CFO on strategic financial planning, analysis, and reporting, • Oversee and mentor the accounting team, ensuring high performance and effective workflow, • Monitor, track, and analyze expenses across the business, • Manage banking relationships, cash flow, and daily treasury management activities, • Create, implement, and enhance internal controls, accounting policies, and financial procedures, • Ensure compliance with regulatory requirements and industry best practices, • Maintain the integrity of financial systems and data, including Yardi, • Bachelor’s Degree in Accounting or Finance, • 10+ years of progressive accounting experience, preferably in real estate or property management, • Strong working knowledge of GAAP, • Proficiency with Yardi is required, • Proven leadership experience managing an accounting team, • Strong analytical skills with the ability to interpret financial data and drive insights, • Excellent communication, organizational, and problem‑solving abilities, • CPA preferred but not required

Job Description Akido builds AI-powered doctors. Akido is the first AI-native care provider, combining cutting-edge technology with a nationwide medical network to address America's physician shortage and make exceptional healthcare universal. Its AI empowers doctors to deliver faster, more accurate, and more compassionate care. Serving 500K+ patients across California, Rhode Island, and New York, Akido offers primary and specialty care in 26 specialties—from serving unhoused communities in Los Angeles to ride-share drivers in New York. Founded in 2015 (YC W15), Akido is expanding its risk-bearing care models and scaling ScopeAI, its breakthrough clinical AI platform. Read more about Akido's $60M Series B. More info at Akidolabs.com. The Opportunity We're building something new for New York City's independent drivers — the people who keep the city moving but are often left out of traditional healthcare systems. Together with the Independent Drivers Guild and the Workers Benefit Fund (WBF), we launched the Worker Healthy Living Program (WHLP) — a lifestyle medicine–informed program designed to help drivers live healthier, longer lives through food, movement, sleep, stress management, and community. We're looking for a Licensed Clinical Social Worker (LCSW) who believes that lasting health change comes from trust, consistency, and meaningful human connection — not just information. This role is for someone who loves working directly with people, supporting them through behavioral, emotional, and social challenges, and helping them navigate the realities of busy, high-stress lives. This isn't a traditional therapy-only role. You'll join a small, collaborative care team — including primary care clinicians, advanced practice clinicians, a dietitian, medical assistants, and other care partners — working across in-person and virtual settings, with potential expansion to mobile clinics. You'll support participants through individual and group-based behavioral health interventions and help integrate mental health, lifestyle change, and social support into a structured six-month program focused on whole-person health. Beyond participant care, you'll help shape how the program runs — refining workflows, supporting program operations, and helping design systems that make it easier for drivers to stay engaged in care. You'll also work alongside Akido's AI-powered platform to improve care delivery — using technology to reduce administrative burden and strengthen, not replace, human connection. This is a zero-to-one opportunity. You'll be joining early, with real ownership over how the program is built and grown — from how behavioral health support is delivered to how the model scales across New York City. We're looking for someone who's energized by ambiguity, comfortable experimenting, and motivated to help turn a promising pilot into a sustainable, community-centered model. WHLP is grounded in evidence and designed to prevent and manage chronic conditions such as obesity, pre-diabetes, hypertension, and hyperlipidemia, while also addressing the real-life factors that shape health — including stress, isolation, financial strain, trauma exposure, and work-related challenges. If you're passionate about behavioral health integration, community-based care, and building trust with populations that have been historically underserved — this is your opportunity to help reimagine the role of social work in primary care from the ground up. You'll Be a Great Fit If You • Thrive in a collaborative, interdisciplinary care environment, • Are comfortable working in an early-stage, evolving program — able to move forward with limited direction and help create structure where it doesn't yet exist, • Enjoy building long-term relationships with participants, not one-time clinical encounters, • Believe behavioral health, prevention, and patient empowerment should be central to healthcare, • Communicate with empathy, cultural humility, and a trauma-informed, non-judgmental approach, • Are excited by working across settings, from a community clinic in Williamsburg to virtual and mobile care across NYC, • Can meet people where they are and help them take the next best step (not the "perfect" step)What You'll Do, • Provide 1:1 behavioral health support to WHLP participants, focused on emotional wellbeing, behavior change, and social determinants of health, • Support participants in developing skills related to:, • Stress management and emotional regulation, • Coping strategies and resilience, • Health-related behavior change and habit formation, • Navigating life transitions, work-related stress, and burnout, • Use evidence-based approaches (e.g., motivational interviewing, brief therapeutic interventions, trauma-informed care) to support engagement and progress, • Support participants through a six-month lifestyle medicine–informed care program, reinforcing care plans and clinician recommendations from a behavioral health lens, • Help participants identify and navigate barriers to health such as time constraints, financial strain, work schedules, transportation, food access, and social isolation, • Coordinate closely with the care team (primary care, dietitian, MA, care coordinators) to ensure whole-person, integrated support, • Co-facilitate and support group visits and group-based programming, including workshops focused on stress, coping, behavior change, and community connection, • Support participant onboarding, engagement, retention, and follow-up outreach (in-person, phone, text, and virtual), • Document clinical interactions, care plans, and participant progress in Akido's systems in accordance with licensure and compliance requirements, • Support implementation and optimization of digital and AI-enabled tools for documentation, follow-up, and participant engagement, • Pilot and refine new approaches to outreach, education, and group-based behavioral health support, • Serve as a trusted presence at community events, enrollment activations, and driver engagement activities, • Provide feedback on participant-facing educational materials, tools, and engagement strategies, • Contribute frontline insight to help improve the care experience for both participants and the care teamWho You AreRequired Qualifications, • Licensed Clinical Social Worker (LCSW) in the state of New York, in good standing, • 2+ years of experience providing behavioral health or psychosocial support in healthcare, community-based, or social service settings, • Strong interpersonal, communication, and cross-cultural skills, • Experience working with individuals facing stress, trauma, or complex social needs, • Comfort working in mobile, field-based, and virtual care environments, • Ability to work independently while collaborating closely with a multidisciplinary team, • Strong organizational skills and ability to manage follow-ups, outreach, and documentation, • Passion for supporting underserved communities and delivering care with dignity and respectPreferred Qualifications, • Experience working in integrated primary care, community health, or value-based care models, • Experience facilitating groups, workshops, or shared medical appointments, • Familiarity with motivational interviewing, brief therapy models, and trauma-informed care, • Experience addressing social determinants of health and care navigation, • Bilingual (especially Spanish, Bengali, Mandarin, Haitian Creole, or other languages commonly spoken by NYC drivers), • Experience in a startup or early-stage program environment, with comfort navigating ambiguity and wearing multiple hats, • Interest in digital health and openness to using AI-enabled tools Flexibility is essential, as the role may involve nontraditional hours — including early mornings, evenings, or weekends — to best serve our participant population. Salary range$68,640—$95,680 USDHourly pay range$33—$46 USD Akido Labs, Inc. is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities.

Job DescriptionDoran Jones is looking for a hands-on Lead QA Automation Engineer to play a strong leadership role, owning automated testing across our web products and setting the QA vision for future releases. You will architect, design, build, and run comprehensive test suites, integrate them into our CI/CD toolchain, and drive quality from planning through release in a fast-paced Agile team. Responsibilities • Define and evangelize the full-stack test strategy for functional, security, integration, regression, performance, and smoke tests., • Own the QA roadmap and communicate progress to engineering leadership., • Lead and mentor QA Engineers—document standards. Champion a quality-first culture., • Manage test data and environments. Set development standards for testability., • Build and maintain comprehensive automation. Develop UI + API tests in Playwright/TypeScript. Extend existing Selenium/Python suites when needed., • Integrate with CI/CD toolchain. Embed tests in GitHub Actions / Jenkins for quick and reliable releases., • Analyze and report defects. Log, track, and verify fixes in Jira. Provide clear, actionable feedback., • Influence Agile ceremonies (planning, stand‑ups, retro, grooming) with Dev, Product, and DevOps., • Continuously improve frameworks. Apply Page Object Model (POM) and other coding best practices., • Continuously evaluate our testing tools and benchmark them against industry best practices to ensure optimal performance. Recommend and adopt upgrades to keep the automation stack modern and efficient., • Supervise quality gates. Monitor static code analysis, vulnerability scans, and performance metrics to ensure optimal system functionality., • Establish metrics and processes, track quality KPIs, and champion process improvements to drive continuous improvement., • Attend/complete assigned information security training by the designated completion date., • Complete required information security training within assigned deadlines., • Follow ISMS security policies and procedures., • Report any observed security violations or risks promptly to leadership or the IT department.Required Experience, • 7+ years in software QA, with 3+ years focused on Playwright/TypeScript automation., • Strong coding proficiency in JavaScript/TypeScript with practical experience testing modern web applications., • Experience with CI/CD pipelines, Git, and API testing frameworks (Postman, REST-assured, Playwright API)., • Exposure to performance testing tools and methodologies., • Working knowledge of SonarQube, Veracode, and defect tracking with Jira., • Skilled in test data management, environment setup, and debugging distributed systems., • Familiarity with Microsoft D365 is a plus.

Job Description Title: HNW Tax Partner/Director – Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking an experienced High-Net-Worth (HNW) Tax Partner to lead and expand our private client tax practice. This role is responsible for delivering strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, and their related entities, including family partnerships, trusts and estates. The ideal candidate will have deep expertise in complex tax matters, strong leadership and management skills, and a proven ability to drive business growth. RESPONSIBILITIES: • Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks., • Deep technical skills around individual and trust tax law., • Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year., • Identify opportunities for value added services for clients, including tax efficiencies, estate and gift planning and other related matters., • Lead a team of tax professionals, fostering a culture of excellence, professional growth, and client service., • Identify and pursue new business opportunities by building relationships with attorneys, wealth advisors, and other referral sources., • Stay updated on evolving tax laws and industry trends impacting HNW clients, ensuring compliance and proactive tax planning. Education: • Bachelor's degree in Accounting, Taxation, or related field., • 12+ years of experience specializing in HNW tax advisory, with leadership experience., • Deep knowledge of federal and state tax laws, estate and gift tax regulations, and wealth transfer strategies., • Strong business development skills with a track record of growing and managing a book of business. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Tax Supervisor- PCG New York, NY or Palm Beach Gardens, FL A well established accounting firm wants to bring a Tax Supervisor into their PCG group. They're eager to train and grow supervisor that will make a lasting impact on the firm. RESPONSIBILITIES: • Serve as the primary point of contact for high-net-worth clients and family offices, • Build and maintain strong relationships with clients, • Oversee the preparation and review of complex tax return filings for individuals, family investment partnerships, trust, gift, and estate tax returns., • Understand clients' financial goals and needs., • Provide personalized tax planning and advisory services. QUALIFICATIONS: • Bachelor’s degree in accounting, finance, or related field., • CPA certification preferred., • 4 + years of experience in tax compliance and advisory services for high-net-worth individuals and families. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.