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

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

Please note: We are only considering local candidates at this time. 3rd-party agencies: if you have a suitable candidate, you may email the profile, but please do not call regarding this posting. The Financial Systems Support Analyst role will be responsible for providing technical and functional support for the Elite 3E financial management system and associated systems, including but not limited to time entry, cost recovery, notification and financial reporting. The role involves troubleshooting issues, ensuring system stability, performing routine maintenance and developing and executing ad hoc SQL queries. System Support and Maintenance: • Provide daily technical and functional support for the Elite 3E financial management system and associated systems;, • Troubleshoot and resolve issues related to system performance, configuration and functionality; User Support: • Assist users with system navigation, functionality, and troubleshooting;, • Respond to user inquiries and issues in a timely and professional manner Data Management: • Ensure data integrity and accuracy within the Elite 3e system and associated systems;, • Develop and execute ad hoc SQL queries for data analysis and reporting;, • Detect and correct cost recovery upload errors; Skills: • Strong technical skills, including system troubleshooting and problem-solving., • Excellent communication skills, both verbal and written;, • Ability to work collaboratively with cross-functional teams;, • Strong organizational skills and attention to detail;, • Ability to manage multiple tasks and priorities in a fast-paced environment; Education: • Bachelor’s degree in Information Technology, Finance, or a related field; Preferred Qualifications and Experience: • 3+ of experience supporting Elite 3E financial management systems required;, • Experience with Microsoft SQL Server 2016 or higher, including querying and database management., • XML experience preferred., • Knowledge of legal industry financial practices;, • Familiarity with data integration and interface management., • This position may require occasional after-hours work for system maintenance and issue support, need to be available as the firm operates on a near 24x7 basis.

Our client, a well-established and financially strong international energy trading company with a growing presence in the US market is seeking a talented Energy Commodities Operations Analyst to join their expanding Middle Office Operations team in New York, NY. Main Responsibilities: • Daily OTC transaction lifecycle support: Confirmation (paper/eConfirm), invoicing, settlement, ISO positions, Load Supply, Power Scheduling liaison, regulatory reporting, futures reconciliation, • Providing Operations requirements for, testing, and implementing new products and trading system enhancements, • Review and approval of complex transactions, • Set up and maintain Reference Data and fees for counterparties, exchanges, FCMs, brokers, • Support transaction surveillance processes, • Assist the front office with KYC requirements Education and Professional Experience: • Minimum of a Bachelor’s degree; preferably in a related area of study., • Minimum of 2-5 years+ of work experience within the Operations and/or Middle Office team at a trading and sales business within in the Commodities Services Industry (Energy preferred) Key Professional Areas of Expertise: • Knowledge of physical and financial commodities markets, • Knowledge of physical/financial power, natural gas, and renewable (RECs) products traded (Futures, Forwards, Swaps, Options, Load, FTRs), • Experience in trade confirmations, invoicing/settlements, Transactional Regulatory Reporting, ISO invoice reconciliations, • Experience in testing trading system rollouts and enhancements

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

Investment Trade Operations Analyst We are currently seeking candidates for an Investment Trade Operations Analyst at an investment firm with a location in Jersey City, NJ, 07311. The ideal candidate will have intern experience(s) and/or up to 1 year of experience in the financial services and/or asset management industry(s). These role(s) are temporary role (est. 6 months) with an opportunity of becoming permanent and will pay $26.00 per hour within a 40-hour work week. Operations/Back Office support of day-to-day mutual fund investment and trading activity. Responsibilities: • Research and resolve trade discrepancies by interacting with brokers and custodian banks, • Instruct trades and trade amendments, • Prepare wire transfers to fund investment activity, • Process and reconcile trade activities, • Process cash transactions, • Perform daily/monthly asset and cash reconciliations, • Settle trades and foreign exchanges, • Asset position reconciliation, • Research and report variances and incorrect holdings, • Daily and monthly client reporting, • Analyze monthly portfolio asset reports for client accounts, • Monitor cash flows, daily expenses, collateral holdings, and income receivables for client portfolios, • Bachelor’s Degree (preferably in Finance), • Internship(s) or similar work experience, • Team player with a strong focus on getting the job done within established strict timeframes

Investment Trade Operations Analyst We are currently seeking candidates for an Investment Trade Operations Analyst at an investment firm with a location in Jersey City, NJ, 07311. The ideal candidate will have intern experience(s) and/or up to 1 year of experience in the financial services and/or asset management industry(s). These role(s) are temporary role (est. 6 months) with an opportunity of becoming permanent and will pay $26.00 per hour within a 40-hour work week. Operations/Back Office support of day-to-day mutual fund investment and trading activity. Responsibilities: • Research and resolve trade discrepancies by interacting with brokers and custodian banks, • Instruct trades and trade amendments, • Prepare wire transfers to fund investment activity, • Process and reconcile trade activities, • Process cash transactions, • Perform daily/monthly asset and cash reconciliations, • Settle trades and foreign exchanges, • Asset position reconciliation, • Research and report variances and incorrect holdings, • Daily and monthly client reporting, • Analyze monthly portfolio asset reports for client accounts, • Monitor cash flows, daily expenses, collateral holdings, and income receivables for client portfolios, • Bachelor’s Degree (preferably in Finance), • Internship(s) or similar work experience, • Team player with a strong focus on getting the job done within established strict timeframes

Senior, Marketplace Analytics New York, NY, United States Full time Schedule $105,000 - $175,080 Annually* • based on job, location, and schedule Job Description Be part of an amazing story Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores and irresistible products…about the excitement of the Macy’s 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We’ve been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. Job Overview The Senior, Marketplace Analyst plays a pivotal role in analyzing the impact of, and identifying growth opportunities for, the online retail marketplace. They are responsible for analyzing and interpreting numerous data sources (sales, site performance, customer behavior, seller performance, etc.) to enhance the overall customer and seller experiences, drive sales, and contribute to strategic decision-making. What You Will Do • Provide thought leadership in analytics to the marketplace team and cross-functional partners, focusing on sales performance, site experience, customer behavior, seller performance, and marketplace trends., • Lead the application of insights to influence marketplace strategies, driving measurable growth in digital sales, traffic, customer acquisition and retention, basket size, and profitability., • Generate insightful reports and present findings to key stakeholders, including C-Suite executives., • Collaborate within the Marketplace team and with key stakeholders to analyze competitor activities and market trends, identifying opportunities for growth., • Take the lead on strategic analytics projects across teams. Data Analysis: Strong proficiency in data analysis and query tools such as SQL, Python, or R, as well as data visualization/reporting tools like Tableau, Power BI, and Adobe Analytics. Analytical Skills: Demonstrated ability to perform complex data analysis, draw actionable insights and recommendations, and effectively translate them into summaries or presentations. Thought Leadership: Ability to provide thought leadership in analytics to the marketplace team and cross-functional partners. Strategic Influence: Capability to lead the application of insights to influence marketplace strategies. Communication: Proficiency in generating insightful reports and presenting findings to key stakeholders, including C-Suite executives, in a clear and concise manner. Collaboration: Capacity to collaborate within the Marketplace team and with key stakeholders. Project Management: Ability to take the lead on strategic analytics projects across teams, juggle multiple projects, identify primary and secondary objectives, prioritize tasks, and communicate informative updates to colleagues. Positive Energy and Bias for Action: Bring positive energy, optimism, and passion to work every day, coupled with a bias for action and the ability to act with deliberate speed to drive results. Who You Are • Dedicated to fulfilling ideals of diversity, inclusion, and respect that Macy’s aspires to achieve every day in every way., • Candidates with a bachelor’s degree or equivalent work experience in a related field are encouraged to apply., • Minimum of 4 years’ experience in consulting, e-commerce or customer / retail analytics., • Regularly required to sit, talk, hear; use hands/fingers to touch, handle, and feel. Occasionally required to move about the workplace and reach with hands and arms. Requires close vision. Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities. Some additional benefits we offer include: • Merchandise discounts, • Performance-based incentives, • Annual merit review, • Employee Assistance Program with mental health counseling and legal/financial advice About Us This is a great time to join Macy’s! Whether you’re helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people’s lives. Join us and help write the next chapter in our story - Apply Today! This job description is not all-inclusive. Macy's, Inc. reserves the right to amend this job description at any time. Macy's, Inc. is an Equal Opportunity Employer, committed to a diverse and inclusive work environment. DIGITAL00 This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. ___ to see details on benefits.

Job DescriptionWe are looking for an experienced Senior Financial Analyst to join our team on a long-term contract basis in Brooklyn, New York. This role involves working with financial data to support forecasting, reporting, and budgeting processes while contributing to key organizational insights. The ideal candidate will possess strong analytical skills and proficiency in financial tools and techniques. Responsibilities: • Compile and analyze financial data from Adaptive Planning to produce accurate and timely reports, including monthly forecasts, board presentations, and tailored data requests., • Manage transactional tasks associated with the forecasting process, such as processing budget reclassification requests., • Develop and maintain new budget versions on a monthly basis, ensuring smooth transitions in Adaptive Planning., • Prepare detailed transaction summaries and historical data analyses to support organizational decision-making., • Collaborate with stakeholders to create impactful presentations using PowerPoint for financial insights and recommendations., • Conduct variance analysis to identify trends and deviations in financial performance., • Perform ad hoc financial analysis to address specific business needs and inquiries., • Utilize data mining techniques to extract valuable insights from large datasets., • Ensure accuracy and consistency in all financial reporting activities.• Proven experience in financial analysis and modeling., • Proficiency in Workday Adaptive Planning is highly desirable., • Advanced expertise in Microsoft Excel, including complex formulas and data manipulation., • Strong skills in creating precise and well-structured presentations using PowerPoint., • Ability to perform variance analysis and interpret financial trends., • Familiarity with data mining techniques and tools., • Excellent attention to detail and organizational skills., • Effective communication skills to collaborate with cross-functional teams.

Job Description The Senior Financial Analyst will play a critical role on the Finance team, reporting directly to the Senior Finance Manager. This individual will be responsible for driving financial insights through budget and forecast support, month-end close activities, and preparing executive-level reporting packages. What does a great Senior Financial Analyst do? A strong Senior Financial Analyst partners with business leaders to deliver clear, data-driven insights that shape decision-making. This role requires balancing technical expertise, business acumen, and strong communication skills to influence strategy and support the company’s growth. Key Responsibilities • Conduct moderate to complex financial analyses on business unit performance, including revenue, expenses, product profitability, and cash flow., • Manage the consolidation of submissions for month-end results and forecast updates, preparing concise variance analyses for executive review., • Develop, update, and maintain monthly financial reports and operational review materials for executive leadership., • Research and deliver financial and business-related analyses to evaluate the impact of corporate projects and transactions., • Prepare C-level presentations and contribute to the annual long-range plan, annual budget, and recurring forecast updates., • Identify and drive enhancements to FP&A processes, reporting, and business capabilities., • Bachelor’s degree in Accounting, Finance, or related field (CPA or Master’s degree preferred)., • 4–7 years of progressive experience in Finance, with a focus on accounting, financial analysis, and business partnering., • Proven ability to make sound, data-driven decisions and solve problems independently., • Advanced Excel skills; strong technical aptitude with financial systems (NetSuite experience preferred)., • Demonstrated ability to thrive in a fast-paced, dynamic environment., • Experience leading cross-functional projects and collaborating across departments., • Strong communication skills—both written and verbal—with the ability to present to senior leadership. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-HJ1

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

Job DescriptionBusiness Analyst | $130,000 - $165,000 per year | Direct Hire | Hybrid What Matters Most: • Competitive Pay: $130,000 - $165,000 per year, • Schedule: Full-time, Direct Hire, • Organization that is experiencing rapid growth and tech modernizationJob Description: Join this rapidly growing and highly collaborative organization as a key member of our investment tech team, where you’ll have the unique opportunity to help build our systems and processes from the ground up. We are seeking a highly skilled and experienced Business Analyst with a strong background in investment operations. In this role, you will be instrumental in driving business process improvements, managing system implementations, and ensuring the quality and efficiency of our investment operations. If you are a proactive problem-solver with a deep understanding of financial instruments and a passion for creating impactful solutions in a dynamic environment, we encourage you to apply. Responsibilities:, • Business Process Analysis: Document and analyze business processes for investment operations, identifying opportunities for improvement and automation., • Requirements Gathering: Define and document detailed business requirements, user stories, and use cases, performing gap analysis to bridge current and future system needs., • System Implementation: Support system upgrades and new feature rollouts, specifically for SS&C CAMRA or Precision LM, including configuration and end-user support., • Quality Assurance: Create and execute test plans for system integration and user acceptance testing (UAT) to ensure all system changes are thoroughly tested., • Project Management: Manage projects from start to finish, maintain project documentation, and facilitate communication between technical and non-technical teams., • Data and Reporting: Use intermediate SQL queries for data validation and ad-hoc reporting, and create dashboards to monitor system performance and efficiency.Qualifications and Requirements:, • Bachelor's degree, • 5+ years of experience as a Business Analyst within investment management, asset management, or other financial services., • Extensive hands-on experience with SS&C CAMRA or SS&C Precision LM (end-to-end loan servicing, accounting, and reporting platform)., • Deep knowledge of investment operations processes, including trade processing, portfolio management, reconciliation, corporate actions, and accounting., • Strong understanding of financial instruments such as equities, fixed income, bank loans, and derivatives., • Knowledge of middle and back-office functions and credit lifecycle management., • Prior experience in a heavily regulated financial environment., • Proficiency with SQL for data analysis and validation., • Experience with all phases of the Software Development Life Cycle (SDLC) and various testing methodologies., • Strong analytical, problem-solving, and communication skills., • Experience in an Agile/Scrum environment is preferred. Benefits and Perks:, • $130,000 - $165,000 base salary, • Medical, Dental and Vision benefits, • 401(k) with matchYour New Organization: If you are ready to make a significant impact and contribute to a forward-thinking team, apply now to join this company’s mission of building a best-in-class investment operations platform. Offering a competitive salary, comprehensive benefits, and providing the support you need to thrive both professionally and personally, this is a career move you will not want to miss out on!Your Career Partner: The Reserves Network, a veteran-founded and family-owned company, specializes in connecting exceptional talent with rewarding opportunities. With extensive industry experience, we are dedicated to helping you achieve your professional goals and shine in your field. The Reserves Network values diversity and encourages applicants from all backgrounds to apply. As an equal-opportunity employer, we foster an environment of respect, integrity, and trust in every aspect of employment. The base salary range for this position is $130,000 - $165,000, excluding benefits, bonuses, or other compensation. Your final salary will depend on your skills, qualifications, experience, location, and internal pay equity. Please note, hiring at the top of the range is uncommon to allow room for future salary growth.

Job Description "All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment". Job Title: Tax Operations Analyst Location: Jersey City, NJ Type: (Hybrid 3 days onsite, 2 days remote) Duration: 12+ Months Pay Range: $25.00 to $27.41 Hourly Job Description: We are seeking a motivated Client Tax Operations Analyst to join Global Wealth Management Operations team. This role will primarily support tax filings in the U.S. markets for the Stock Plan/Retirements business under Share works by client, with future exposure to global markets such as Canada, Australia, the United Kingdom, and New Zealand. The ideal candidate will bring 13 years of financial services or operations experience, strong analytical skills, and medium-level Excel proficiency. Key Responsibilities: • Review and ensure accuracy of 1099 and 1042-S reporting., • Update Excel files with accurate reporting values., • Ensure participant data integrity across systems., • Secure approvals, document, and confirm successful submissions per jurisdiction., • Support timely and accurate tax filings for Corporate Clients and Shareworks by client, • Review IRS and State filings for accuracy., • Contribute to the annual tax production project plan, ensuring all relevant tasks are captured., • Perform testing on tax forms issued from Shareworks to ensure accuracy prior to release., • Manage special handling requirements, including tax form amendments for clients., • Audit tax form generation to confirm completion across all clients., • Provide proactive project updates to Tax Manager., • Bachelor's degree required., • 13 years' experience; prior exposure to banking/financial services operations a plus., • Proficiency in Microsoft Office; medium-level Excel skills required., • Experience with tax regulations and operational processes preferred., • Strong analytical and problem-solving skills with attention to detail., • Ability to learn complex technical regulations, processes, and solutions., • Excellent verbal and written communication skills., • Strong time management skills to meet strict deadlines., • Ability to work independently and manage multiple assignments concurrently., • Comfort with technology and adaptability in a fast-paced environment., • Team-oriented mindset with strong collaboration skills., • Vocal ability to identify and challenge deficiencies in business processes. ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.

Job Description Mastech Digital provides digital and mainstream technology staff as well as Digital Transformation Services for all American Corporations. We are currently seeking a Business Professional - Business Analyst for our client in the Professional Services domain. We value our professionals, providing comprehensive benefits and the opportunity for growth. This is a Permanent position, and the client is looking for someone to start immediately. Duration: 6+ Months Contract with Hight possible extension Location: New York, New York Salary: $80.00-$85.00/Annually Role: Business Professional - Business Analyst Primary Skills: Tableau Role Description: The Business Professional - Business Analyst must have 8+ years of experience. For this role, you must be an experienced Business Analyst with expertise in tools such as ETL, SQL, and Tableau (2 to 3 years of experience). We are open to considering candidates with backgrounds as Business Analysts, Business Systems Analysts, Systems Analysts, or Data Analysts who have previously worked in a Business Analyst role. Required Experience and Skills: • Bachelor’s degree in computer science, Mathematics, Statistics, Finance or the equivalent., • Understanding of industry standard data transformation and reporting tools such as Tableau, Alteryx, and other tools., • Excellent analytical skills: Comfortable working with large data sets and presenting findings that tell a clear, insightful, and compelling story., • Ability to organize and prioritize individual workload and deal with multiple priorities., • Experience communicating insights to non-technical business stakeholders., • Experience in the financial services industry, preferably in an analytical function., • Delivering ETL (Extract, Transform, Load) development of database objects, SQL (Structured Query Language) queries and data analytic capabilities in rational database platforms., • 2-3+ years of experience in building dashboards in Tableau., • Solid analytical/logical mindset and attention to detail., • Team-oriented with a strong sense of ownership and accountability., • Highly organized with exceptional attention to detail and excellent follow-through. Education: Bachelor’s degree in Computer Science, Mathematics, Statistics, Finance or the equivalent Experience: Minimum 8+ years of experience Relocation: This position will cover relocation expenses Travel: No Local Preferred: Yes Note: Must be able to work on a W2 basis (No C2C) Recruiter Name: Parth Mishra Recruiter Phone: (412)-484-0072 Benefits: We have various coverages and additional benefits to choose from: • Medical, Dental (Including Ortho) & Vision Insurance (Option to Enroll)., • Paid Leaves (Wherever applicable)., • Life & Disability Coverage (Upon eligibility)., • 401K Option, Education Assistance Program and more. Mastech Digital is an Equal Opportunity Employer - All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. #LI-MJ1 #Mastech1

Job Description Company Overview: Public Health Solutions (PHS) is a 501(c)3 non-profit community-based organization (CBO) that has existed for 70 years to improve health equity and address health-related social needs (HRSN) for historically underserved marginalized communities. As the largest public health nonprofit serving New York City, we improve health outcomes and help communities thrive by providing services directly to vulnerable families, supporting community-based organizations through our long-standing public-private partnerships, and bridging the gap between healthcare and community services. We focus on a wide range of public health issues including food and nutrition, health insurance, maternal and child health, sexual and reproductive health, tobacco control, and HIV/AIDS. Learn more about our work at healthsolutions.org. PHS administers WholeYouNYC (WYNYC), a coordinated community resource network that builds trustworthy and reliable pathways between healthcare providers, health plans and CBOs providing critical resources in the community that address the social drivers of health. WYNYC brings together over 100 organizations offering various programs – such as food, housing, employment, health insurance, and sexual health services – across all five boroughs. These services and programs make it possible for New Yorkers to live their healthiest lives and ultimately reduce health disparities and advance health equity. To date, our network has already impacted thousands of lives through community partnerships and referrals, generating millions in estimated healthcare savings. New York State (NYS) recently announced the availability of $500M statewide to support Social Care Network (SCN) lead entities responsible for coordinating social care delivery in various regions across the state. Public Health Solutions (PHS) and our WYNYC network were awarded the role of regional SCN for Brooklyn, Manhattan, and Queens. This is a grant-funded position ending March 31, 2027. Position Summary: PHS seeks to be a data-driven organization, able to inform our activities and priorities based on what we are learning about the communities we serve and the impact of our services on those communities. The Data Analysts’ role will be primarily to support billing and finance reporting and data management for the Social Care Network. We seek an experienced Data Analyst-Operations, who will report to the Senior Director, Quality and Evaluation within the Quality and Evaluation team. The ideal candidate will: • Be a compelling data storyteller., • Be comfortable presenting to and engaging with various stakeholders (i.e., both written and verbal)., • Be adept at helping others, at varying levels of data literacy, to optimize data tracking methods and understand data to support decision-making and fulfill program needs and objectives., • Have experience building reports and/or dashboards in Microsoft Excel and Power BI., • Be familiar with social care coordination and/or working with Managed Care Organization (MCO) datasets and other claims data., • Be comfortable analyzing and interpreting results from datasets with varying structures and levels of cleanliness in Microsoft Excel, R, STATA, or Python., • Be comfortable supporting continuous quality improvement projects through planning, implementation, and monitoring. Specifically, the Data Analyst-Operations will: • Work with teams to ensure quality of metrics and alignment with program objectives, New York State requirements, and organizational needs and objectives., • Use and visualize data to proactively identify program and/or data quality issues, develop programmatic solutions, and implement those solutions., • Extract and analyze data from the data warehouse, and other data sources, to develop ad hoc reports and dashboards, providing actionable insights that enable Social Care Network leadership to make data-informed decisions and drive targeted interventions., • Review, manipulate, and extract billing data to develop detailed cost and revenue reports, delivering insights that support understanding of network financial performance and drive strategic revenue optimization., • Support teams with data management, data cleaning, data analysis, and data visualization in order to carry out day-to-day monitoring and quality improvement., • Support training and capacity building efforts both internally and to Social Care Network partners., • Participate in team and stakeholder meetings, as needed., • Bachelor’s degree; 2-5 years’ experience., • Experience visualizing and communicating data so that it is easily understood by a variety of stakeholders., • Experience telling stories with data, in written and/or oral communication., • Experience working with claims data and medical billing., • Experience using data to identify issues and develop recommendations., • Fluency with Microsoft Excel (specifically, PowerQuery, LOOKUP functions and PivotTables)., • Fluency conducting data analysis using Microsoft Excel, R, STATA, or Python. • Hybrid Work Schedule., • Generous Paid Time Off and Holidays., • An attractive and comprehensive benefits package including Medical, Dental and Vision., • Flexible Spending Accounts and Commuter Benefits., • Company Paid Life Insurance and Disability Coverage., • 403(b) + employer matching and discretionary company contributions., • College Savings Plan., • Ongoing trainings and continuous opportunities for professional growth and development. At PHS, we place immense value on diversity within our teams, understanding that varied backgrounds and experiences significantly enhance our community and propel us toward our goals. If you find you don’t have experience in all the areas listed above, we still encourage you to apply and share your background and experiences in your application. We are eager to discover how your unique perspective can bring positive transformations to our team and help advance our mission of creating healthier, more equitable communities. We look forward to learning more about you! PHS is proud to be an equal opportunity employer and encourages applications from women, people of color, persons with disabilities, LGBTQIA+ individuals, and veterans. Monday – Friday 9:00am to 5:00pm 35 Hours per week

Job Description About Us: Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 450 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. Overview: Dataflows are the backbone of every successful trading firm. Every decision — from split-second trades to risk management to navigating new markets — relies on data moving quickly, accurately, and seamlessly. DV Trading is seeking an Operations Analyst who thrives on uncovering gaps, chasing down answers, and building robust data pipelines that tie everything together. You'll partner closely with the Director of Operations to design and manage the operational systems that power trading activity firmwide. Responsibilities: • Act as the right hand to the Director of Operations, working closely with traders, developers, risk managers and other teams to ensure critical data gets to the right place in a scalable, efficient manner., • Develop deep working knowledge of the trading, clearing and settlement of all asset classes traded at the firm (commodities, equities, fixed income, FX, crypto), • Own day-to-day operational processes: SOD/EOD position reconciliation, pricing & settlements, PnL calculations and reporting, and critical intraday monitoring, • Design a system of alerts, checks, and reconciliations that preserves data integrity, communicates breaks in real time, and prevents small issues from multiplying, • Understand all methods of trade execution across the firm and help architect a more efficient system for consuming fills and distributing position to traders, • Collaborate with developers to shape databases, trader tools, and position management GUIs, • Create precise processes to streamline onboarding of new traders, strategies, and products, • Perform stimulating data analysis on volumes, fees, margin financing, rebates, and Desk ROI. Connect insights to business opportunities, • Bachelor's Degree, • 2–5 years of experience in an analytical or operational role (finance or trading industry experience is a plus, but not required)., • Clear thinker with advanced aptitude for breaking down complex problems in a timely fashion in his/her own way, • Expertise in Excel, SQL required. Familiarity with Python, Bloomberg a plus., • Strong communication skills and ability to advance many simultaneous discussions forward, • Strong work ethic, desire to learn, and ability to remain calm and focused in a fast paced, high-pressure environment, • Independent and resourceful - willingness to take on challenges, dive in the weeds, and figure out solutions Benefits: • Discretionary bonus eligibility, • Medical, dental, and vision insurance, • HSA, FSA, and Dependent Care options, • Employer Paid Group Term Life and AD&D Insurance, • Voluntary LTD, Life & AD&D insurance, • Flexible vacation policy, • Retirement plan with employer match, • Paid parental leave, • Wellness Programs Annual compensation range: $110 – 130K base + Discretionary Bonus DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.

Job Description About Daybreak Daybreak Health () is building the leading digital mental health system for youth. Our mission is to create a world where every young person benefits from mental health support. Our mental health system removes barriers to effective care: we create easy access through our school and pediatrician partners, deliver evidence-based online therapy integrated with technology, and bring consumer costs to zero through funding partnerships with government agencies and health insurance. Over the next 5 years, we plan to serve more than 25 million youth who need mental health support. We are a fully remote team, aligned with our North Star mission. We value efficiency over hours worked, clear written communication, and mental health — including regular mental health days each quarter. The Role Daybreak is seeking a highly motivated and strategic Senior Business Analyst to transform raw data into actionable insights that drive business decisions across operations, finance, clinical, customer success, and leadership functions. As our dedicated analytics hire, you will play a hands-on role in shaping how data is interpreted, communicated, and embedded into decision-making across the company. You will partner closely with business leaders to define KPIs, create dashboards, and build standardized reporting that informs strategy and execution. Responsibilities * Partner with functional leaders to identify, define, and prioritize business KPIs * Build, maintain, and optimize dashboards in Looker tailored to stakeholder needs * Translate data trends into meaningful insights, highlighting risks, opportunities, and recommended actions * Create standardized reporting processes that improve visibility and consistency across the organization * Support data literacy by helping teams understand and self-serve reports effectively * Collaborate with engineering to ensure alignment on data quality, availability, and governance * Set up an analytics-ready database, establish data dictionaries, and manage incoming analytics requests * Anticipate stakeholder needs and proactively deliver insights to support operational and strategic priorities * Train stakeholders on how to make dashboards and reports Must Have * 5+ years in business analytics, data analysis, or a related field in a fast-paced environment * Strong proficiency in SQL, data modeling, and Looker (or comparable BI tools) * Ability to translate business questions into analytics solutions for technical and non-technical audiences * Hands-on experience building dashboards, pulling data, and creating business reports * Proven success collaborating across functions and managing competing priorities * Strong ability to synthesize complex data into actionable insights Nice to Have * Experience in healthcare, technology, or related industries * Familiarity with data governance and reporting standards * Exposure to operational, financial, or clinical metrics in a high-growth environment * Comfort with ambiguity and shifting priorities Compensation The target base salary range for this position is $125,000 to $150,000, complemented by stock options and benefits. Actual pay may vary based on experience, location, internal pay equity, and other relevant considerations. Interview Process * Recruiter Screening (30 min, Zoom) * Hiring Manager Interview (30 min, Zoom) * Technical Interview (30 min, Zoom) * Case Study / Assignment (self-paced) * Panel Interviews (Conversations with cross-functional stakeholders) * Executive Interview (if applicable) * Reference Checks Equal Employment Opportunity At Daybreak Health, we believe in fostering an inclusive and diverse workplace where every individual's unique background and perspective is celebrated and valued. We are committed to promoting equality, equity, and opportunity for all. We actively encourage individuals from diverse communities, including but not limited to race, ethnicity, gender identity, sexual orientation, ability, age, religion, and socioeconomic background, to apply and join our team. Pay Range$120,000—$150,000 USD

Job Description Company Overview: Health disparities among New Yorkers are large, persistent, and increasing. Public Health Solutions (PHS) exists to change that trajectory and support New Yorkers and their families in achieving optimal health and building pathways to reach their potential. As the largest public health nonprofit serving New York City, we improve health outcomes and help communities thrive by providing services directly to low-income families, supporting community-based organizations through our long-standing public-private partnerships, and bridging the gap between healthcare and community services. We focus on a wide range of public health issues including food and nutrition, health insurance, maternal and child health, sexual and reproductive health, tobacco control, and HIV/AIDS. Learn more about our work at healthsolutions.org. Summary of Position: Reporting to the Managing Director of Procurement and Third-Party Risk Management, the Director of Third-Party Risk and Compliance serves as the manager and technical/compliance lead for third-party risk and compliance management for current and prospective contractors, subrecipients and vendors. Manages the team’s execution of all risk and compliance activities including subrecipient/contractor determination, risk assessments and due diligence (both initial and ongoing). Ensures PHS complies with all regulations regarding third party management. Ensures effective coordination with procurement and relevant stakeholders. Provides timely reporting and general guidance to other stakeholders on compliance and risk-related matters. Directly supervises the Senior Compliance Analyst and indirectly supervises the Compliance Analysts. Specifically the Director of Third-Party Risk and Compliance will: • Maintain a thorough understanding of all federal, state, city and funder-specific regulatory and compliance requirements related to third parties., • Maintain complete, accurate and compliant vendor and subrecipient management manuals that document PHS’ organization-wide policies and procedures., • Manage timely completion of all third-party due diligence and monitoring including, but not limited to, exclusion screens, financial viability assessments, insurance reviews and information security assessments., • Review and approving subrecipient versus contractor determinations and employee versus independent contractor determinations, when applicable., • Lead the Third-Party Risk & Compliance team on the reviews and assessments of risk questionnaires, financial statements, and other relevant documents during RFx administrative review process., • Direct the Third-Party Risk & Compliance team to ensure timely submissions of required documents to external funding database systems, e.g., NYC PASSPort, NYS VendRep, federal SAM.gov., • Track status of all risk and compliance issues and coordinating with stakeholders to ensure timely and effective resolution., • Communicate third-party risk and compliance policies and procedures to all stakeholders involved in the contracting process., • Ensure complete and accurate documentation of all third-party risk and compliance activities., • Provide training and/or assistance to internal users using the PHS contracting lifecycle management system (Agiloft), as needed., • Bachelor’s degree and or equivalent; MBA or other advanced degree preferred., • five (5) years of experience working in a risk or compliance function, 1 – 3 years of experience in Third-Party Risk Management preferred., • Ability to communicate third-party risks to stakeholders., • Demonstrated experience in leading, developing and inspiring a team., • Excellent leadership, communication, facilitation, and presentation skills., • Ability to quickly develop a deep knowledge of PHS organization and services., • Hybrid Work Schedule., • Generous Paid Time Off and Holidays, • An attractive and comprehensive benefits package including Medical, Dental and Vision., • Flexible Spending Accounts and Commuter Benefits., • Company Paid Life Insurance and Disability Coverage., • 403 (b) + employer matching and discretionary company contributions., • College Savings Plan., • Ongoing training and continuous opportunities for professional growth and development. At PHS, we place immense value on diversity within our teams, understanding that varied backgrounds and experiences significantly enhance our community and propel us toward our goals. If you find you don’t have experience in all the areas listed above, we still encourage you to apply and share your background and experiences in your application. We are eager to discover how your unique perspective can bring positive transformations to our team and help advance our mission of creating healthier, more equitable communities. We look forward to learning more about you. PHS is proud to be an equal opportunity employer and encourages applications from women, people of color, persons with disabilities, LGBTQIA+ individuals, and veterans. Monday - Friday 9am - 5pm 35 hours per week

Job Description Company Overview: As one of the Washington Metropolitan area’s fastest growing IT companies, we are always looking for creative, passionate and responsible employees. We acknowledge that intelligent, dedicated employees are our greatest asset and are continuously adding to our talented and diverse team. If you feel innovation, integrity and a drive to deliver are key components to success, we invite you to become Enlightened. Position Overview: The Contact Center Project Analyst shall manage all aspects of Contractor’s staff and project schedule and budget. Responsible for project coordination and scheduling, issue resolution, issue escalation, resource management, budget management, management interface and fare collection related data analysis. MUST HAVE: Advanced proficiency in Microsoft Excel, with extensive experience in pivot tables and other advanced functions. Position Responsibilities: The Contact Center Project Analyst responsible for performance of these services: • Develop and manage the project plan and resources., • Coordinate tasks and ensuring deliverables., • Provide project status reports to management and customers., • Resolve project issues that jeopardize the success of the project., • Manage the Customer Service Center staff, including administration of staff accounts and rights., • Ensure the day-to-day responsibilities for all services required hereunder are performed in a professional manner., • Provide oversight of fulfillment and support services for all fare classes., • Provide oversight of telephone and web-based customer support tasks., • Analyze and monitor all functions for both patron and financial reports related PATH fare collection., • Oversee reconciliation reporting and analysis., • Provide a high level of customer service at all times to patrons and ensure that CSC staff adhere to these provisions., • Maintain sufficient staffing at all times and provide additional staff as requested by PATH management., • Manage appropriate Contractor’s staff coverage, in particular during training for the new fare payment system., • Extensive knowledge of computer applications including Microsoft® Windows-based software applications, including but not limited to Microsoft Word, Excel, and PowerPoint., • Oversee all services related to Transit Benefit Providers and their customers which shall include but not be limited to uploading of various products to customer PATH accounts, per the direction of PATH., • Serve as liaison to the designated Cubic system administration contact, per PATH management direction., • Serve as liaison to internal PATH and Authority stakeholders (Marketing, TEC, Audit, Comptrollers and Treasury Departments), per PATH management direction., • Support Payment Card Industry (PCI) and cyber-security compliance., • Maintain inventory of office supplies., • Oversee and manage Fare Media inventory. Work with PATH management to order additional media as necessary., • Manage Contractor’s personnel timekeeping system and records to ensure completeness and accuracy., • Responsible for functions related to the customer and B2B website, which shall include but not limited to:, • All PATH fare media sales, servicing and responses to PATH account inquiries., • Assistance with migration of customers from the legacy system to the new system., • Monitoring customer website autoload function, including the ability to use the appropriate software applications to ensure that our patrons receive their transit products., • Analyzing and monitoring patron and financial reports., • Responsibility of all CSC staff working with the various functions of the CRM and back office applications., • Providing staff support during training., • Open Availability (Weekends and evening will be required periodically according to business needs), • Have at least five (5) years prior experience in similar performance functions to those required of a Contact Center Project Analyst herein, which includes two (2) years of supervisory level experience or above and shall be able to speak and write proficiently in the English language., • Prior experience with transit fare payment systems preferred., • Prior experience with call center management preferred., • Bachelor's degree or equivalent experience preferred, • Ability to type 65 words per minute or higher The expected salary range for this position is listed above. Actual compensation will be determined based on experience and qualifications as well as internal equity and alignment with market data. At Enlightened, we pride ourselves on offering a comprehensive and industry-competitive benefits package to our full-time employees. Our benefits include: • Medical/Dental/Vision Insurance with Health Savings Accounts (HSA), • Flexible Spending Accounts (FSA), • 401(k) Retirement Plan, • Paid Holidays, Vacation, & Sick Leave Enlightened is proud be an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Job Description Who We Are TCC Group collaborates with leaders to solve complex social problems. As a mission-driven consulting firm and certified B Corporation, TCC Group partners with foundations, nonprofits, and companies to propel positive social change through strategy, capacity building, initiative design, strategic communication, management, and evaluation. We design and implement solutions for social impact by immersing ourselves in interconnected communities and systems, co-creating innovative and effective processes, and applying and sharing our experience with the field. TCC Group is built on the commitment and experience of our people. We are a diverse group of inspired problem-solvers—committed to collaborative learning and our collective contribution to building an effective social sector. People join the TCC team to make an impact; are engaged, driven, and inspired by the work we do. Position Summary We are currently seeking an energetic self-starter with a curious mind and a collaborative spirit to join the Integrated Initiatives team as our full-time Grants Analyst, Integrated Initiatives. The Integrated Initiatives Team at TCC Group tackles complex social problems through integrated action, informed by deep listening, intentional engagement, critical analysis, and bold approaches. The team helps nonprofits, companies, and foundations achieve their goals through the careful choreography of multiple program components, well-integrated and implemented for lasting impact. The Grants Analyst, Integrated Initiatives will help support the Grants Management team with grants administration and processing; project administration; and relationship building. TCC Group has offices in New York and Philadelphia and will primarily be seeking candidates located on the East Coast; however, qualified candidates in other US locations may be considered. Duties and Responsibilities Grants Administration (80%) • Support grant processing during application, review, and selection – includes completion review, due diligence, and selection meeting preparation, • Review proposals for consistency and accuracy, • Review and approve grantee registrations, • Ensure information in grants database is clean and consistent, • Support grantee progress updates and reporting, • Review reports for consistency and accuracy, • Provide timely responses to grantees when questions arise, • Take notes and provide summaries of progress across programs, • Support grant payment processes for applications and reports:, • Review financial documents and ensure financial details are accurate, • Prepare DocuSign packages to send to grantees for signature, • Liaise with client and grantees to resolve any discrepancies, • Providing technical assistance to applicants and grantees through a virtual help desk., • Data Management, • Support with data related requests from the client and internal TCC staff, • Support in entering and cleaning data in the grant database, • Support annual and ad-hoc audit requests by ensuring grants information is organized, up-to-date, complete, and easily accessible in the internal drive., • Serve as back-up to other members of the Grants team as needed Project Administration and Relationship Building (20%) • Support scheduling and preparation for individual and group meetings, • Participate in meetings by assisting with agenda-setting; notetaking (digitally) and writing summaries of these notes, • Support in developing and maintaining strong relationships with grantees, • General client relations, including telephone and email communication, and in-person meetings as needed. Qualifications Required • Bachelor’s degree OR equivalent combination of education and experience., • At least 2 years of professional work experience, • Detail oriented, an eye for consistency, accuracy, and precision in all areas of work, • Understanding of and comfortable working with financial information, • Experience working with large databases and large amounts of data, • Exceptional project management, organizational, and time management skills, • Experience working directly with people from diverse racial, ethnic, and socioeconomic backgrounds/ability to flex communication style to multiple cultural environments, • Critical thinker, creative and self-reflective – self-starter, team player, and always looking for efficiencies and opportunities to refine processes, • Thrives in a fast-paced environment – adaptive to changing priorities, • Knowledge of or experience with grant administration process or CRM systems such as Fluxx, • Knowledge of or experience with Tableau, Zendesk, Mailchimp, Slack, DocuSign, Zapier, and/or Airtable, • Interest in HIV, reproductive justice and women’s rights, mental health, and substance use disorders To Apply: Submit a cover letter and resume. Note: Applications without a cover letter will not be accepted. TCC Group offers a competitive and equitable total compensation package. Our comprehensive benefits package includes health insurance, 401k retirement plan with employer match, disability, life insurance, a generous paid time off, and more. The starting salary range for this position is $60,000 - $70,000 commensurate with experience. TCC Group is an equal opportunity employer. Each position at the firm is filled by the best qualified applicant available. The firm does not discriminate against employees or applicants on any legally protected basis, including, but not limited to, race, color, creed, religion, gender, gender identity, marital status, sexual orientation, national origin, ancestry, veteran's status, age, or disability which does not interfere with an individual's ability to perform the essential functions of his or her job position with or without reasonable accommodation. The firm will provide equal opportunities in hiring, promotions, wages, benefits and other privileges, terms, and conditions of employment.

Job Description Aquarian is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. Aquarian Insurance acquires and operates companies focusing on life and annuity insurance and reinsurance solutions. Aquarian Investments deploys capital across the capital structure and creates tailored financing solutions that help high-quality companies grow and evolve. Since its founding in 2017, Aquarian and its relying advisers have grown to serve as investment managers on approximately $25.6 billion in book value assets under management as of June 30, 2025. Our business groups bring experience and expertise in building successful operations, managing assets effectively, and harnessing innovation – along with the necessary resources – to create long-term value. For more information, visit aquarianlp.com. The Role Aquarian Investments is seeking an exceptional Intern to join the Investments Team in the Summer of 2026. Aquarian is a registered investment advisor specializing in alternatives and special situation investments. The Investments Team focuses on evaluating a pipeline of new opportunities and managing a portfolio of executed investments across credit, real estate, private ABS, and private equity. As an intern at Aquarian, you'll be a real part of the team, working with our experts and learning about the industry, our partners, and our firm. You'll have plenty of opportunities to develop new career skills and make meaningful connections working out of our New York City office. Based on your performance evaluation at the end of the internship, you will be considered to join our full-time Analyst Program once you've graduated. Specific responsibilities of the internship include: · Assist the team in performing due diligence, creating and building complex financial models, and preparing investment committee presentations · Support the team in portfolio management activities including periodic and ad-hoc reporting on executed transactions · Collaborate with other members of the broader Aquarian team to fulfill operations, finance, and legal requests Development opportunities include: · Sharpen Microsoft Excel and PowerPoint skills · Build knowledge of financial analysis, valuation, and modeling · Exposure to various asset classes across the capital structure · Improve analytical skills through industry and market research · Learn effective professional communication (written and verbal) · Interact with external partners of the firm through networking events Basic qualifications: · Currently enrolled in a bachelor's program and will be enrolled in the Fall of 2023 · Completed two or more years of college coursework (should be a rising Junior or Senior) · Be able to commute to our New York City office (5 days a week) · Be legally eligible to work in the U.S. indefinitely Preferred qualifications: · Minimum cumulative GPA of 3.5 · Actively pursuing a bachelor's degree in Business, Finance, Economics, Engineering, Computer Science, or related fields · Demonstrated interest in investing and finance through coursework and/or extracurricular activities · Excellent computer skills, including Microsoft Excel and PowerPoint · Strong analytical, organizational, and communication skills · Pro-active, detail-oriented, and deadline-driven approach · Flexible, self-motivated, and able to excel in a fast-paced, team environment with limited direct supervision

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Officer level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Operations Risk Management Department (“ORM”) identifies and evaluates operational risks to which the New York Branch (“the Branch”) is inherently exposed as well as enables appropriate mitigating actions. Operations Risk Management (“ORM”) establishes and maintains appropriate policies, procedures and the operational risk management framework that incorporates Operational Risk Assessments, Key Risk Indicators (“KRIs”), and an oversight process through Operational Risk Management Meeting. ORM is directly involved in all operational risk related projects, matters and issues. Your Role Overview: Risk and Control Analyst is accountable for engaging in the proactive identification, escalation, and timely mitigation of operational risks. Responsible for administering Operational Risk and Control Self-Assessment (RCSA) including Control Testing and Risk Register. Participates in the design, supervision, and implementation of an RCSA program to provide support in identifying, assessing, monitoring, and escalating the risk assessments performed by the First Line of the Bank. The analyst is given broad exposure to all functions and business lines within the Americas Division and is expected to execute all aspects of the Operational Risk Management Framework through the 2nd line of defense oversight activities. Your Duties and Responsibilities: • Coordinate and conduct Risk and Control Self-Assessment (“RCSA”)., • Coordinate and conduct Vendor Risk Assessment, Model Risk Assessment, and Operational Risk Event (Business Continuity) Assessment., • Conduct analyses of risk data to identify trends and potential areas of concern., • Perform deep dives to assess the design and operational effectiveness of controls surrounding key technology and operations processes, and to identify remediation for gaps to mitigate risks., • Challenge risks within scenario analysis., • Maintain Risk Registers., • Contribute to the New Product Approval process., • Research regulatory changes and/or risk trends applicable to area(s) of coverage., • Assist in various Operational Risk related projects and initiatives., • Proactively contribute to the risk culture and overall awareness of operational risk and contribute to the creation and delivery of operational risk management training and/or workshop sessions., • Prepare operational risk reports, schedule meetings, takes notes, prepare minutes, and maintain files for ORM department., • Provide analysis and coordination for the ORM department., • Provide challenges on key indicators and material operational risks., • Identify emerging operational risks in the context of the regulatory and business operation environment and assure that measures are being taken to mitigate these risks., • Serve as a subject matter expert for operational risk and control assessments, and independently prepare a comprehensive report., • Facilitate accurate and appropriate reporting of operational risks to senior management., • Analyze operational risk data (losses, metrics, or assessment results) to identify areas of excessive risk and to ensure that mitigation efforts are having the desired effect(s)., • Bachelor’s degree or equivalent., • A minimum of 4-5 years of prior operational risk management experience with a financial institution., • Integrative thinking skills, basic risk management knowledge, good organizational, communication and influencing skills., • Analytical and thorough approach to form defensible conclusions from risk assessments., • Able to present to and respond effectively to internal and external stakeholders., • Team-oriented with strong interpersonal skills, able to calmly manage conflict and pressure in a demanding, high-volume environment., • Able to be flexible and capable of prioritizing based on changing internal or external demands., • Good computer skills in Microsoft Office including Excel, Word, and PowerPoint. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job DescriptionManhattan, New York Salary range: $95,000 - $110,000 The Project Finance Credit Analyst assists in the active management of a loan portfolio with a focus on large projects in various industries including data centers, infrastructure, renewable energy, LNG liquefaction and export terminals. The incumbent is responsible for risk grading and risk analyses/credit approval for annual reviews, amendments, renewals and/or modifications, related documentation, and the organized tracking and monitoring of account and portfolio performance. ESSENTIAL DUTIES & RESPONSIBILITIES • Assist in monitoring the loan portfolio and updating risk management reporting tools, in collaboration with management, loan operations staff and other key stakeholders., • Monitor reporting and compliance requirements in loan documentation; review deliverables to confirm acceptable performance and ratings., • Coordinate with key internal partners to support servicing of existing customer base., • Ensure timely completion and tracking of internal deliverables such as reviews and renewals for existing credit customers., • Work in conjunction with manager to prepare for and present at loan committees and credit quality reviews as applicable., • Identify and resolve operational and credit issues with loans held in portfolio., • Evaluate and make recommendations of loan amendments, increases, extensions and modifications., • Prepare and present deal-screening memorandum and prepare approval memorandum concisely analyzing borrower/guarantor/off taker’s financial condition, perform cashflow and collateral analysis, base and downside projection analysis, and analyze credit metrics to determine credit risk., • Run risk rating model, interpret and support the risk rating recommendation., • Ensure compliance with internal bank commercial loan policy, credit risk management policy, and external regulatory requirements; identify and report exceptions and mitigate., • Assess industry/market/external factors impact on the credit transaction., • Monitor adequate completion of credit approval process, closing and post approval items., • Participate in ongoing pipeline meetings., • Maintain trend cards on a timely basis and ensure that files are kept up to date and orderly., • Approve funding requests in coordination with loan operations., • Conduct post-closing credit file and maintain post-closing files., • Assist Risk Team in the management of delinquent loans and reporting on status of delinquent loans., • Perform other duties as requested. SKILLS, EDUCATION, & EXPERIENCE • Bachelor’s degree required, preferably in Finance, Accounting, or Economics., • 2 - 3 years of relevant experience. Understanding of Project Finance transactions desired., • Advanced analytical and financial modeling capability., • Develop and maintain in-depth understanding of commercial, economic and financial circumstances and how they impact loan borrowers and sponsors., • Self-starter with demonstrated ability to manage a transaction., • Must be proficient in MS suite of products (Word, Excel, & PowerPoint)., • Excellent communication skills (verbal + written)., • Strong interpersonal skills, and proven ability to work in a team environment. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

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

Job DescriptionCompany Description Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate customer needs and optimize their go-to market decisions in an increasingly competitive market. Curinos operates in a hybrid/remote model, and this position is fully remote in the United States or hybrid in the Greater New York or Chicago metropolitan areas. Job Description Responsibilities: Seeking a results-driven individual to support financial analysis across the finance/FP&A function and grow their skills in a dynamic, fast-paced environment. The Financial Analyst will support Finance Management (Finance Manager, Director of Finance, VP of Finance, CFO) and other business leaders to provide high-impact insights that support strategic decision-making. • Build and maintain financial models to support business initiatives., • Prepare monthly, quarterly, and annual financial reports and variance analysis., • Assist in budgeting and forecasting processes., • Collaborate with accounting to ensure accurate financial data and support month-end activities., • Create insightful reporting and analytics, KPI’s and measurements., • Proven ability to work independently and collaboratively under tight deadlines., • Support key business leaders with financial reporting and analysis to inform and guide decision-making (Product/Business, Technology, Advisory, etc.)., • Assist in the automation and streamlining of current processes to grow efficiencies within the team. Desired Skills & Expertise • Degree in Business, Finance, or related field., • 1-3 years + of experience in a finance role., • Advanced Excel skills required., • Excellent communication skills required., • NetSuite/Adaptive planning/OfficeConnect experience a plus., • Ability to create fresh perspectives and enjoyable interactions, and a personality that thrives in a less structured and dynamic environment., • MBA, CPA, or CFA would be an asset., • Key Relationships: CFO, VP of Finance, Director of Finance, Finance Manager, Controller, Business leaders, ELT., • Location: East Coast US and Central US time zone applicants preferred. Additional Information Why work at Curinos? • Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from, • Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask!, • Competitive annual leave, floating holidays, volunteering days and a day off for your birthday!, • Learning and development tools to assist with your career development, • Work with industry leading Subject Matter Experts and specialist products, • Regular social events and networking opportunities, • Collaborative, supportive culture, including an active DE&I program We know that sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for a job if they don't meet all the requirements. If you're excited about working for us and have relevant skills or experience, please go ahead and apply. You could be just what we need! If you need any adjustments to support your application, such as information in alternative formats, special requirements to access our buildings or adjusted interview formats please contact us at and we’ll do everything we can to help. Inclusivity at Curinos: We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.

Job DescriptionSalary: Job Description: We are seeking a detail-oriented Treasury Analyst with approximately three years of experience to join our treasury team. This role involves processing payments, managing expense reports, and supporting treasury operations to ensure efficient cash flow and compliance with company policies. Key Responsibilities: • Process domestic and international payments accurately and in a timely manner., • Review and reconcile employee expense reports in accordance with company policies and procedures., • Prepare and maintain accurate records of payment transactions and expense reports., • Monitor and manage company bank accounts, • Identify and resolve discrepancies in payment or expense reporting., • Support compliance with internal controls, audits, and regulatory requirements., • Collaborate with internal departments, such as Accounts Payable, Accounting, and Procurement, to ensure seamless operations., • Suggest process improvements to enhance efficiency and accuracy in treasury operations. Qualifications: • Bachelors degree in Finance, Accounting, Economics, or a related field preferred, • 3+ years of experience in treasury, accounting, or a similar financial role., • Proficiency in financial software and tools; experience with ERP systems is a plus., • Strong analytical and problem-solving skills with attention to detail., • Excellent communication and interpersonal skills., • Ability to handle sensitive information with discretion and professionalism., • Knowledge of payment processing, cash management, and expense reporting best practices. AP&G Co., Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other characteristic protected by applicable law.

Job Description Above the Role InvestCloud is looking for an intelligent, practical individual with experience in delivering financial technology. This role affords the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very strong analytical and organizational skills, solid knowledge in SDLC, a strong sense of ownership, a demonstrated history of positive results in delivering financial technology, a genuine willingness to learn, and the capability to quickly master new skills. What does a great Business Systems Analyst do? We’re looking for a highly collaborative, detail-obsessed Business Systems Analyst (BSA) who thrives at the intersection of finance, data, and agile engineering. In this role, you’ll help shape and deliver digital solutions for the US wealth management industry, working side-by-side with engineers to turn complex requirements into clear, testable, and executable features. If you're energized by solving problems, love diving deep into investment data, and believe great software is built through shared understanding and shared ownership—read on. What You’ll Do • Be the team’s clarity engine. Collaborate and help teams translate financial and business complexity into crisp, well-scoped user stories, test scenarios, and solution diagrams., • Partner. Collaborate deeply with engineers, QA, product managers, and client SMEs—bringing a shared commitment to build the right thing the right way., • Deliver executable requirements. Use real-world examples, data samples, and BDD-style acceptance criteria to ensure requirements are ready to go—not open to interpretation., • Model systems with context. Create data flows, entity models, and transformation logic that reflect the unique nuances of wealth management workflows—from custodial feeds to performance reporting., • Support delivery excellence. Participate in sprint ceremonies with an agile mindset: iterating quickly, validating frequently, and improving continuously., • Test what matters. Work with product and engineering to create test cases that reflect real-world usage, especially in our case where accuracy and compliance are key., • 5+ years in a Business Analyst or Business Systems Analyst role, ideally, in a financial technology or wealth management environment, • Familiarity with the US investment advisory ecosystem—RIAs, custodians, portfolio accounting systems, performance, and/or client reporting, • Strong fluency in agile delivery practices, with a love for collaboration over handoffs, • Comfort working directly with engineers, QA, and product managers to refine stories, integrations, APIs and data models, • Experience with data mapping, SQL, and working with large financial datasets (e.g., transactions, positions, holdings, valuations), • An instinct for system thinking—you zoom out after zooming in, • Experience writing acceptance criteria using BDD-style formats (e.g., Gherkin), or willingness to learn, • Experience with portfolio accounting systems (e.g., Advent APX, Tamarac, Orion, Black Diamond), • Understanding of data integration from custodians (e.g., Schwab, Fidelity, Pershing), • You love working collaboratively with engineers and take pride in crafting stories that spark ideas—not confusion., • You believe excellence comes from shared understanding—and are relentless in making sure no one’s guessing., • You value evidence over opinion, clarity over complexity, and working software over process for its own sake. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-BH1

Job Description JOB TITLE: Senior Analyst, Sourcing About rag & bone From our origins in New York in 2002, rag & bone was founded on a belief of uncompromising ideals: a commitment to doing things the right way, not the easy way. To making things that are as original as they are timeless. To being true to ourselves, even when that truth sets us apart from the mainstream. We still believe in the same principles we started with: the easy elegance of classic British tailoring, the authenticity of American workwear, and the originality of our home city, New York. As New Yorkers, community and authenticity have become synonymous with our brand. An inclusive environment at rag & bone upholds our original values by encouraging employee connection and empowering each individual to have a voice on policy, process, and collaboration for a more equitable future. Reports in to: SVP, Production Summary: This position offers an opportunity to work in a fast-paced and dynamic work environment for a fashion label in the wholesale / retail industry. The successful candidate will be fluent in retail math, sourcing principles and procurement fundamentals. They need to be a sharp data analyst with an eye for trends and anomalies. You will report to the SVP of Production but work closely with cross-functional teams. Responsibilities: • Lead the financial IMU modeling process. Help establish targets and collaborate with teams to ensure alignment and achievement., • Design and implement category-specific strategies that ladder up to broader sourcing goals., • Collaborate with cross-functional partners to sync sourcing efforts with development and budget roadmaps; Manage budget and spend tracking, identifying cost-saving opportunities., • Manage project timelines and deliverables, keeping stakeholders aligned., • Run financial simulations and scenario modeling to evaluate sourcing outcomes., • Establish weekly reports on IMU, budget, deliveries, and allocation so teams are well informed on progress., • Extract and troubleshoot critical data using ERP (D365) and PLM systems.Requirements:, • 3+ years in strategic sourcing, procurement, financial reporting, or project management, • Proficiency in Microsoft Office Suite—especially Excel, Word, and PowerPoint, • Experience with ERP systems (D365 preferred) and PLM tools, • Be a Good Human - Be original, be authentic. Stand for diversity, equitability & inclusivity., • Have No Fear - Innovate, solve problems, • Own Every Decision - Work together, get results, • Quality Matters – Not only with product but we see it in our people, • Make Shit Happen - Be disciplined, be competitiveBenefits, • Paid Time Off, • Clothing Allowance, • Generous Employee Discount, • Paid Parental Leave, • Membership to Calm and access to other wellness benefits, • Medical, dental, vision and ancillary benefits, • 401k Powered by JazzHR PyEAeOiuR8

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. This role will report to the Associate Director, IT Systems Engineering the Senior Financial Analyst with a dotted line to the VP of FP&A. The primary goal is to design the data model and pipelines that power Spring's financial forecasting and planning activities in Pigment. This role combines deep financial analysis with technical ownership of our enterprise planning platform. You will serve as a key subject matter expert, working cross-functionally with teams to build and maintain a best-in-class planning environment. Success in this role requires an analytical approach, a collaborative spirit and a talent for transforming complex financial data into clear, actionable strategies. This is a NYC-based hybrid role with 3 days a week in our Manhattan office. What you'll do: • Work closely with IT and Enterprise Application teams to align system development with Finance's data and reporting needs. E.g., • Work with the FP&A team to understand their current data landscape, learn about the team's data needs and current pain points, and develop a design for a revised data infrastructure that addresses these issues, • Own and maintain Pigment Data and reporting infrastructure, working with team members to solve complex financial analysis and ensure data quality and integrity, • Own data integrations between Pigment and other primary sources, including Looker, Netsuite, Salesforce, Paylocity and Snowflake., • Design, build, and maintain automated data pipelines between enterprise applications (NetSuite, Salesforce, Snowflake, Pigment, Looker) to improve accuracy, scalability, and efficiency of financial reporting, • Implement monitoring, alerting, and CI/CD practices to ensure data pipelines and system integrations remain stable and resilient, • Build and design reporting dashboards for the FP&A team and Senior Business Leaders to inform decision making throughout the organization, • Support company wide weekly, monthly, and quarterly reporting, including Board and Investor Presentations, • Drive unique financial analysis, helping to improve forecast accuracy and translate strategic initiatives and operational goals into a financial outlook, • Collaborate with the Business Intelligence and other cross functional teams to improve the efficiency, consistency and accuracy of forecasting related data pipelines that feed Pigment, • Stay informed about updates and enhancements to the Pigment platform. Evaluate how new features can improve financial planning processes and lead the implementation of these enhancements when relevant, • Bachelor's degree in Finance, Economics, Business, Information Systems, or a related field., • 4+ years of experience in FP&A, preferably in a SaaS or software company., • Hands-on, advanced modeling experience with a modern, multi-dimensional EPM platform. Direct experience with Pigment is a strong plus., • Experience working with enterprise financial systems such as NetSuite (e.g., financials, GL, reporting, or saved searches) and integrating NetSuite data into EPM/BI platforms., • Familiarity with APIs, ETL tools, or iPaaS solutions (Celigo, Workato, Mulesoft, etc.) for connecting NetSuite, Salesforce, and Snowflake., • Advanced Excel skills and experience with business intelligence tools (e.g., Looker)., • Proven track record of building complex financial models and translating business requirements into scalable system solutions., • Excellent communication skills with the ability to engage and build trust with stakeholders at all levels., • You are passionate about changing the face of mental health care and Spring Health's mission to remove all barriers to mental health resonates with you, • You have strong user empathy - you can deeply understand the core issues stakeholders are having and translate them into solutions that meaningfully improve their ability to operate, • You focus on impact, finding the things you that deliver the most value for your stakeholders, • You have a proven ability to proactively manage your own priorities and dependencies in alignment with cross-functional dependencies and product/business impact, • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job Description About the Company TipLink is a company merging the world of crypto and payments. Crypto rails can be cheaper, faster, and more global than traditional finance, enabling new products that couldn’t otherwise exist. TipLink is leading the charge with innovation at this intersection. The company is backed by investors including Sequoia, Multicoin, Circle, Solana Ventures and more. Role Overview We are hiring our first Fraud/Risk Analyst to join our Risk & Compliance team . This role will focus on identifying, analyzing, and mitigating risks associated with digital asset transactions – including ACH fraud and compliance with applicable regulations like the Patriot Act and Bank Secrecy Act. This is a critical position, reporting directly to the CEO, and will require a combination of technical, analytical, and regulatory expertise to build a robust fraud detection and risk assessment framework from the ground up. Key Responsibilities * Develop and implement a comprehensive risk management strategy tailored to the evolving digital asset landscape. * Take action to resolve automatically flagged transactions and individuals * File suspicious activity reports as required * Monitor and analyze transaction data to detect potential fraud, suspicious activities, and emerging risk trends. * Utilize advanced data analysis techniques and fraud detection tools to identify anomalies and potential security threats. * Create and maintain risk assessment models to evaluate the financial and reputational impact of potential fraud incidents. * Partner with the engineering team to design and implement fraud detection systems, leveraging machine learning and predictive analytics. * Ensure alignment with regulatory requirements, including AML, KYC, and digital asset regulations. * Draft detailed reports and dashboards on risk findings, fraud incidents, and risk mitigation strategies for senior leadership and stakeholders. * Lead cross-functional risk assessments for new product launches, ensuring security and fraud prevention measures are integrated into product design. * Stay abreast of emerging risks in the digital asset space, including regulatory changes and new fraud tactics. * Develop incident response plans for fraud detection and participate in incident response drills to assess and enhance TipLink's risk management framework. Qualifications * Bachelor's degree in Finance, Economics, Computer Science, Data Science, or related field. * 5+ years of experience in fraud analysis, risk management, or financial crime prevention, ideally within fintech, digital assets, or blockchain environments. * Demonstrated experience with fraud detection systems, transaction monitoring tools, and data analysis platforms (SQL, Python, R). * Strong knowledge of digital asset platforms, blockchain technology, and stablecoin ecosystems. * Experience with regulatory compliance, particularly regarding AML, KYC, and financial crime prevention. * Exceptional analytical and problem-solving skills with a data-driven approach to decision-making. * Strong written and verbal communication skills, with the ability to clearly articulate complex risk findings to non-technical stakeholders. Preferred Qualifications * Certifications such as Certified Fraud Examiner (CFE), Certified Risk Manager (CRM), or CAMS. * Experience with machine learning models for fraud detection and predictive analytics. * Familiarity with incident response protocols and risk mitigation frameworks in financial services. * Prior experience in a fast-paced startup or scaling fintech environment.

Job DescriptionDescription: Summary As an Investment Analyst at Radial Power, you will play a pivotal role in driving our core investment activities focused on identifying opportunities in the development of new energy assets. This role requires a keen understanding of technical, economic, and regulatory aspects within the clean energy sector. You will contribute to Radial Power's mission of decarbonizing real estate properties while unlocking significant economic value. Reporting to the VP of Partnerships and M&A, you will support all aspects of the investment lifecycle, from capital raising to deployment and asset management. Requirements: Key Job Responsibilities • Market Research: Conduct deep research on various technologies, markets, and sectors within distributed commercial and industrial (C&I) clean energy solutions. Synthesize findings to identify areas of interest for investment., • Opportunity Evaluation: Review incoming opportunities and analyze them to recommend pursuit, including customer proposals and portfolio acquisitions., • Due Diligence: Support due diligence of selected investment opportunities, including valuation analysis, transaction document review, and primary research., • Deal Structuring and Negotiation: Assist in deal structuring and negotiation, including modeling negotiated terms and their impact on Radial Power and other stakeholders., • Customer Engagement: Facilitate customer interaction by preparing and delivering presentations of distributed energy deployment plan proposals to potential clients. Ensure clear communication of value propositions and benefits., • Relationship Management: Maintain ongoing relationships with customers, addressing inquiries, providing project progress updates, and ensuring customer satisfaction throughout the investment lifecycle., • Operations Support: Facilitate daily operations of the investment team, ensuring smooth coordination and execution of investment activities., • Understanding of valuation methods, including project finance debt and equity cashflow modeling, discounted cash flow analysis, and public comparable companies' analyses., • Proficiency in quantitative analysis of investment opportunities, including financial modeling., • Knowledge of various distributed energy technologies, such as solar, battery energy storage systems (BESS), electric vehicle (EV) charging, and energy efficiency solutions., • Attention to detail in both quantitative and qualitative analysis., • Strong written and verbal communication skills, with experience in investment committee memoranda and customer presentations. The Investment Analyst may be required to endure the following physical activities, environmental conditions, and physical demands: • remain in a stationary position, often standing or sitting for prolonged periods,, • moving about to accomplish tasks or moving from one worksite to another,, • adjusting or moving objects up to 20 pounds in all directions,, • repeating motions that may include the wrists, hands and/or fingers, and, • assessing the accuracy, neatness and thoroughness of the work assigned.

Job Description Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & newborn care, parenting & pediatrics, and menopause & midlife. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs. Recognized for innovation and industry leadership, Maven has been named to the Time 100 Most Influential Companies, CNBC Disruptor 50, Fast Company Most Innovative Companies, and FORTUNE Best Places to Work. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. To learn more about Maven, visit us at mavenclinic.com. An award-winning culture working towards an important mission – Maven Clinic is a recipient of over 30 workplace and innovation awards, including: • Fortune Change the World (2024), • CNBC Disruptor 50 List (2022, 2023, 2024), • Fortune Best Workplaces for Millennials (2024), • Fortune Best Workplaces in Health Care (2024), • TIME 100 Most Influential Companies (2023), • Fast Company Most Innovative Companies (2020, 2023), • Built In Best Places to Work (2023), • Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024), • Great Place to Work certified (2020, 2021, 2022, 2023, 2024), • Fast Company Best Workplaces for Innovators (2022) Revenue Operations and Strategy • Lead initiatives to design and refine net new bookings & revenue attribution models (direct and indirect), • Support the design, optimization and monitoring of commission structures, including target setting, achievement tracking and quarterly commission processes, • Provide data-driven insights through market, competitive, and internal performance analyses to inform strategic decision-making, • Create and maintain Salesforce dashboards and reports to monitor pipeline health, sales productivity, and performance metrics, • Assist with the analysis of go-to-market performance trends and support ad hoc data requests including executive and board meetings, • Collaborate with cross-functional teams on the tracking, reporting, and management of key performance indicators across the funnel Cross-Functional Partnership & Governance • Work closely with Finance, Legal, Growth and Business Intelligence teams to ensure alignment of processes and data models, • Identify and implement process improvements across RevOps systems and workflows, • Own and optimize the quality assurance (QA) process for account setups, collaborating with BI, Finance, and Client Delivery to drive automation and scale operational efficiency Tools & Technical Enablement • Leverage advanced GSheets/Excel and SQL skills to develop robust reporting architectures and automation pipelines, • Support integrations across Salesforce, Looker, Google Sheets, and other analytics tools, • Learn and contribute to the evolution of our RevOps tech stack What We're Looking For Qualifications • 2–4 years of experience in Revenue Operations, FP&A, Strategy, Management Consulting, or related analytical roles, • Experience in Salesforce and SaaS go-to-market strategies, • Strong analytical mindset; able to structure ambiguous problems and model complex scenarios, • Strong communicator with the ability to influence across teams and seniority levels, • Detail-oriented with outstanding organizational and problem-solving abilities, • Proactive learner who's excited to grow in a high-growth, fast-paced environment Preferred (Bonus Points) • Experience with Salesforce CPQ and sales compensation management tools, • Familiarity with attribution modeling in multi-touch B2B sales environments, • Experience navigating large data sets and/or SQL, • Expertise in Looker, or similar BI platforms, • Knowledge of global GTM motions and region-specific revenue operations Why You'll Love Working at Maven • Work at the intersection of mission, data, and growth, • Play a central role in helping Maven scale its impact in healthcare for families worldwide, • Opportunity for promotion into a more specialized role (e.g., Strategy, Enablement, Systems) based on performance, • Gain exposure to senior leadership and strategic planning cycles This role requires active work authorization in the US. Maven embraces a flexible hybrid work model. Our teams primarily operate from the New York Metropolitan area, NY, and remotely via San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C. For those in our New York City office, we encourage in-person collaboration by requiring team members to work onsite three days a week (Tuesday, Wednesday, Thursday). For those based in San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C., we encourage in-person collaboration by requiring team members to attend quarterly Work Together Days within these cities. This policy aims to balance remote work flexibility with the benefits of face-to-face interaction. At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: • Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics., • Whole-self care through wellness partnerships, • Hybrid work, in office meals, and work together days, • 16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for 1 year+), • Annual professional development stipend and access to a personal career coach through Maven for Mavens Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g ). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: . For general and additional inquiries, please contact us at .

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

Job Description At Cresa, we believe our clients deserve better. A better space to work, create, build, grow. A better outcome for their people and organization. A better partner who puts their needs first, helping them navigate the landscape, tilting the playing field in their favor and giving them an insider’s edge. Our mission is to find and foster the best environment for every business. Our purpose is to think beyond space - strengthening those we serve and enhancing quality of life for our clients and employees. We are built to champion our clients’ aspirations through real estate. When considering partnership, we strive to connect with those who share our values: Work Together, Create Value, Be Tenacious, Enhance Community, and Embrace Diversity. We believe in being the change. We work together to find new ways of doing things that create value for our clients — and for each other. Because there is not much that feels better than collaborating to make a positive difference each day. At Cresa, we offer an opportunity to be part of something bigger. To learn, advance, mentor and be recognized. Your voice will be heard, and you will be valued for both your individual and team contributions. Summary The Regional Finance Sr. Analyst role is meant to oversee the Financial operations of the Northeast Region and partner with the local offices within the region to promote consistency and smooth workflow and expedited AR, AP and reporting functions. This role is expected to be in the office 4 days a week with the fifth day being a remote day. Essential duties and responsibilities • General Ledger Maintenance, • Ensure proper coding and classification of transactions., • Reconcile accounts to ensure the accuracy of financial Statements., • Accounting, • Salesforce maintenance: track the deals and pipeline for forecasting; ensure all calculations and data entries are correct., • Coordinate necessary documents, contracts, and agreements to support invoicing and submit for invoices to be processed., • Responsible to track accounts receivable aging and follow up with internal team and payors. Reconcile accounts receivable reserve account. Discuss issues with Regional lead., • Process accounts payable and coordinate with teams on payment process. Working with vendors to ensure payments are timely., • Work with the Project management teams monthly to maintain billing, unbilled amounts and open accounts receivable. Compiling necessary information for client reimbursable expenses., • Prepare commission calculations for each pay period to be submitted to the Regional Finance Manager., • Financial Reporting, • Prepare Salesforce work in process reports on a monthly basis and review for accuracy., • Month-end & Quarterly Close: prepare, format, and provide variance analysis on financial reports with your Regional lead., • Ad-hoc financial analysis., • Process Ownership, • Across all areas of support, suggest changes or improvements to increase accuracy and efficiency., • Assist the Finance and Operations Manager with special projects as needed. Qualifications Required: • Superior organizational skills: candidate must possess the ability to maintain an organized approach in a multi-task environment, • Detail work is a major focus of the job, and details need to be handled at a faster-than-average pace, correctly, and efficiently; must be able to work closely and accurately within established guidelines, • Candidate must have substantial computer experience including exceptional knowledge of Excel, as well as database systems, • Team oriented, effective communicator that is adaptable and has a take charge attitude; professional written and oral communication skills are required and candidate must possess a willingness to learn and to contribute, • Ability to enter data efficiently, timely, and correctly in order to meet deadlines; disciplined and able to maintain confidentiality with sensitive information, • Friendly and genuinely interested in the business, agenda, and needs of others, including the company, its management, the team, and the company’s customers Education/Experience • Bachelor’s degree in Finance/Business is preferred., • 4+ years of experience is preferred., • Salesforce CRM knowledge desirable but not required., • Experience in the commercial real estate industry is desirable is not required; we will provide industry specific training to support you in this role. Physical Requirements Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act. NOTE: The job description is an overview of the functions and requirements for this position. This document is not intended to be an exhaustive list encompassing every duty and requirement of this position; supervisors may assign other duties as deemed necessary. Cresa is committed to developing and maintaining a diverse workforce. Cresa strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law.

Job Description JOB SUMMARY: CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach. CFSB is seeking a Senior Associate, Office of Foreign Assets Control (OFAC) Senior Analyst I with 4 to 6 years of banking and OFAC sanctions screening experience. Within the OFAC Team of the Financial Crimes Compliance (FCC) Unit, this role analyzes OFAC alerts yielded from CFSB’s full range of offered banking services including ACH settlement services, pre-paid card issuance, and retail banking for our general customer base and the various types of Money Services Businesses and FinTech companies serviced by CFSB. There are stratified designations within the Senior Associate, OFAC Senior Analyst I role which are assigned based on experience and skill (e.g., Senior OFAC Analyst I, Senior OFAC Analyst I). The Analyst suitable for this role will display a high degree of professionalism and integrity through their work and will possess a solid understanding of OFAC sanctions, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) regulations. Responsibilities: • Investigate escalations of sanctions screening of real-time and post-transactional alerts in the Bank’s automated sanctions screening solution for potential violations of OFAC and other governmental sanctions. Investigate potential matches and true positive hits; escalate for further review and approval as required by procedure., • Ability to assist in ancillary duties to ensure efficient identification and monitoring of sanctioned entities, including case tracking and assisting with quality control reviewing., • Conduct investigations to ensure that the OFAC work is handled in accordance with defined procedures that meet standards for both quality and timeliness., • Review daily manual reports for OFAC screening, documenting the reviews and reporting findings to management as necessary., • Review potential customer name matches and escalations from the bi-weekly Financial Crimes Enforcement Network’s (FinCEN’s) 314(a) list., • Succinctly and clearly summarize potential match escalations (including conducting additional research) accordingly and thoroughly document the resolution., • Interact with other departments/lines of business on resolution of issues (e.g., Operations Department, CFSB clients)., • Stay abreast of regulatory changes and AML related news, with an emphasis on OFAC sanctions-related developments. Ensure timely completion of all mandatory training requirements., • Effectively utilize and operate all tools and technology appropriate to the role., • Identify potential strategic process improvements and assist with implementation., • Assist other teams within Compliance on workflow and project when needed.Knowledge, Skills, and Abilities:, • Must possess a demonstrable knowledge of enterprise systems, network, security, and software administration and engineering within a hybrid cloud environment., • Experience with OFAC sanction screening of various customer types desired (e.g., Money Services Businesses such as money transmitters; pre-paid card programs; debit card programs: and retail banking customers)., • CAMS certification a plus (may be in-process at time of hire within specified timeframe of completion)., • Familiarity with OFAC screening within ACH and wire transfer transaction threads., • Expert level ability to obtain necessary information to classify an escalated OFAC hit as a “match” or “not a match” with minimal guidance and supervision. Ability to make accurate decisions supported by detailed documentation justifying decisions., • Strong research, analysis, communication, writing, and follow-up skills. Ability to identify, escalate and resolve a problem., • Ability to liaise between internal business lines and external vendors and clients, and to work well both independently and as part of a team., • Ability to work dependably and consistently under time constraints, and to manage time efficiently and effectively., • In-depth understanding of compliance and BSA/AML/OFAC regulatory requirements and implications., • Proficiency in standard Microsoft Suite programs., • Experience with CGI HotScan’s sanctions screening solution a plusEducation, Training, and Experience:, • Bachelor’s degree or evidence of directly related experience to the role. Master’s degree a plus., • Minimum of 4 to 6 years in an OFAC screening-specific role. Salary Range: $85,000 - $110,000 / year "Base salary range does not include performance-based bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job Description Job Title: Senior Financial Data Analyst Location: New York, NY 10019 Salary/Payrate: $115K-$130K annually plus a performance-based bonus and AWESOME benefits!!! Work Environment: Hybrid (1# of days WFH) Term: Permanent / Fulltime Bachelor’s degree required: Yes Referral Fee: AMS will pay $500 should the person you refer gets hired JOB DESCRIPTION #LI-SS1 Our client, an AMLaw 50 firm, is looking to hire a Senior Financial Data Analyst at their offices in New York City. This is a full time, direct hire role paying an annual salary of $115K to $130K plus a performance-based bonus and excellent benefits package. The role requires a Bachelors degree and will allow for remote work one day a week. Overview: Senior Financial Data Analyst is a key player in our client’s financial data ecosystem, developing, designing and project managing dashboards and reporting that support the firm. The role demands an elevated level of technical expertise – specifically in Power BI, financial knowledge, and the ability to communicate effectively with stakeholders across the firm. Key Responsibilities: • Design, develop and maintain insightful and visually compelling Power BI dashboards and reports for various end user groups., • Collaborate with cross-functional teams and stakeholders to understand requirements and design data model for accurate and efficient reporting., • Lead analytical projects, manage timelines and ensure timely delivery of high-quality dashboards and reports., • Maintaining data accuracy and integrity within BI systems., • Mentor and support junior analysts, sharing expertise in Power BI and data analysis best practices., • Troubleshoot complex data issues and identify root causes, collaborating with technology teams to resolve performance. Requirements • Advanced Power BI developer, • Advanced SSRS developer, • Expertise in SQL and DAX, • Strong analytical and problem-solving skills., • Excellent communication skills, • Strong critical thinking and problem-solving capabilities, • Ability to translate business needs into technical specs

Job Description JOB SUMMARY: CFSB is seeking a Business Intelligence Analyst to join our Business Intelligence & Analytics team. This role will focus on designing, building, and optimizing dashboards, reports, and data models to support data-driven decision-making across our banking operations and product teams. The ideal candidate is highly analytical, detail-oriented, and experienced with modern Business Intelligence tools such as Power BI and Sigma, with a strong understanding of U.S. payment systems, including ACH and Wire transfers. Responsibilities: • Develop and maintain dashboards and self-serve reporting solutions using Power BI and Sigma., • Collaborate with business stakeholders (e.g., CardOps, ACH, Wires, Compliance) to gather reporting requirements and translate them into scalable BI solutions., • Work closely with Analytics Engineers and Data Engineers to improve data models, define business metrics, and ensure consistency across reports/dashboards., • Leverage domain knowledge of U.S. payment rails (ACH, Wires) to provide context-rich reporting and analytics operations., • Monitor dashboard performance and implement optimizations for faster and more reliable reporting., • Ensure data accuracy, integrity, and quality in BI outputs., • Support the creation of documentation for data definitions, dashboard usage, and reporting workflows., • Proactively identify opportunities to automate reporting processes and improve operational efficiency. Knowledge,Skills, and Abilities: • Proficient in SQL., • Understanding of U.S. payment systems, specifically ACH and wire transfers, including their operational functions and reporting aspects., • Strong analytical and problem-solving skills with attention to detail., • Familiarity with data modeling concepts (e.g., star schema, semantic layers)., • Excellent communication skills with the ability to work cross-functionally. Education, Training, and Experience: • 4+ years of experience in BI, analytics, or data reporting roles in providing actionable insights., • 3+ years of hands-on experience with Power BI and Sigma for creating analytics solutions., • Experience working with cloud data warehouses (preferably Snowflake)., • Experience in financial services is a plus. Salary: $90,000 - $110,000.00 per year "Base salary range does not include performance-based bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes

Job Description DEBT CAPITAL MARKETS ANALYST NYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated Debt Capital Markets Analyst, at a prominent NYC Private Equity - Investment Manager. An exciting opportunity for this fast-growing and dynamic investment organization that is experiencing exceptional growth! The successful candidate will bring a strong background in Debt Capital Markets, a keen analytical mindset, and a proven track record of providing actionable insights to support business growth. They are seeking a dynamic and experienced professional to join their investment team as a Debt Capital Markets Analyst In this critical role, you will be responsible for supporting the debt capital markets process for the fund's investment strategies– including negotiating and executing financing transactions in the secured and unsecured debt capital markets vis-a-vis revolving credit facilities, term loans, private placements, and issuances within the public capital markets. The successful candidate will bring a background in Structured Finance, Debt Capital Markets, or Leverage Finance and a thorough understanding of financial statements, financial modeling, and general financial calculations. This position requires an ability to work independently in a fast-paced, dynamic environment where attention to detail, analytical skills and strong communication skills are essential. This individual will be a significant contributor in enabling their vision and helping the organization to grow and improve their businesses. To be successful in this role you must be highly detail oriented and organized, able to meet assigned deadlines and have first class communication and interpersonal skills. Key Responsibilities: • Supporting the debt capital markets process for the fund's investment strategies– including negotiating and executing financing transactions in the secured and unsecured debt capital markets vis-a-vis revolving credit facilities, term loans, private placements, and issuances within the public capital markets., • Financial modeling and cashflow analysis for real asset portfolios., • Day-to-day monitoring of the firm's debt portfolio, including covenant tracking, hedging positions, lender exposure, reporting needs, etc. across all asset verticals., • Coordinating closely with the asset and investment teams on execution processes for new investments., • Identifying and executing on future financing needs to help create the most efficient financing platform possible., • Managing third party advisors, including lending relationships, servicing partners, rating agencies, accountants, etc., • Preparing internal materials, including Investment Memorandums and transaction analyses for presentations to Investment Committee and other stakeholders., • Curating interest rate hedging products with the risk management team, • Hybrid Work Schedule The ideal candidate would have a background including: • Minimum of 3 year of investment banking, investment firm or fund experience is required.·, • Structured Finance, Debt Capital Markets, or Leverage Finance experience is preferred., • Familiarity with transportation and infrastructure assets or general leasing is preferred., • A thorough understanding of the financial statements, financial modeling, and general financial calculations is required., • Strong proficiency in Microsoft Office, including Excel and PowerPoint skills is required., • Demonstrated ability to manage junior team members, lead workstreams, and proactively drive processes., • Highly organized, proactive, and able to grasp and adapt to complex concepts., • Excellent analytical, written, and verbal communication skills., • Extremely detail oriented and organized in approach., • Proactive in seeking out ways to add additional value beyond the core responsibilities of the role., • Excellent interpersonal skills and demonstrated ability to work effectively as part of a team., • Ability to manage a process from start to finish with true ownership in areas that might be new to both the individual and even the firm., • Ability to multi-task and prioritize in a fast-paced environment., • Tenacious and persistent with a willingness to go the extra mile to support the team and Firm. Education: If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at or directly contact us at (212) 792-0099 About the Client: The firm is a leading investment manager and private equity firm specializing in the acquisition of transportation equipment and asset operating platforms in the infrastructure sector. Founded in 2014, the firm targets real asset investment opportunities that are cash yielding with downside protection, and benefit from a team with deep, longstanding relationships and financial and operating expertise. Today, the firm manages over $9bn+ of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in NYC, Chicago, and St. Louis. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of financial markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior partners in a highly collaborative and charged investment environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment, • Able to digest complexity while maintaining an understanding of the “big picture” of business needs, • Team players who are energized by a collaborative enterprise The firm's employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients. SALARY RANGE: The estimated salary range is $125,000 - $145,000 plus employees may also be eligible for annual discretionary incentive compensation. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, location, and applicable laws.

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

Job Description CoreWeave is the AI Hyperscaler™, delivering a cloud platform of cutting edge services powering the next wave of AI. Our technology provides enterprises and leading AI labs with the most performant, efficient and resilient solutions for accelerated computing. Since 2017, CoreWeave has operated a growing footprint of data centers covering every region of the US and across Europe. CoreWeave was ranked as one of the TIME100 most influential companies of 2024. As the leader in the industry, we thrive in an environment where adaptability and resilience are key. Our culture offers career-defining opportunities for those who excel amid change and challenge. If you're someone who thrives in a dynamic environment, enjoys solving complex problems, and is eager to make a significant impact, CoreWeave is the place for you. Join us, and be part of a team solving some of the most exciting challenges in the industry. CoreWeave powers the creation and delivery of the intelligence that drives innovation. What You'll Do: We're looking for a Strategic Finance Analyst to be a foundational member of our new Strategic Finance & Corporate FP&A team. Our team is built with a diverse mix of talent coming from top-tier financial institutions, global technology companies, and some of the fastest-growing startups in AI and software. This is a unique opportunity to contribute directly to our financial strategy and enhance our financial planning and analysis (FP&A) capabilities. Reporting to the Senior Manager of Strategic Finance and Corporate FP&A, you'll provide critical financial insights that help inform executive decision-making and strategic planning. About the role: • Financial Modeling: You will contribute to the development and maintenance of our core financial models and cash flow forecasts, • Strategic Projects: You will provide valuable analysis and support on high-impact projects, from capital markets initiatives to fundraising strategies, working directly with the CFO and other leaders, • Reporting: You will assist in the creation of comprehensive reports and narratives for our executives and Board of Directors, including monthly, quarterly, and annual planning documents, • Collaboration: You will work closely with teams across the company, including FP&A and Accounting, to ensure seamless reporting and analysis, • 2-3 years of experience in investment banking, private equity/VC, and/or management consulting, • Proficiency in financial modeling, forecasting, and budgeting with a strong attention to detail, • Advanced proficiency with Microsoft Office Suite, particularly Excel and Powerpoint, • Excellent analytical and critical thinking skills, • Strong interpersonal and communication skills, with the ability to effectively collaborate with various teams and clearly present financial information, • A proven ability to analyze financial data, identify key trends, and support strategic recommendations At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences The base salary range for this role is $75,000 to $110,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job Description We are conducting a search for a motivated Business Development Analyst (Financial Services) with a bachelor’s degree (or equivalent; JD or master’s preferred), 3–5 years of experience in a law firm, financial institution, or professional services environment, and a strong track record of communication at the partner or executive level. The ideal candidate will work with lawyers, Business Development, Communications, Creative Services and other administrative staff to assist with efforts to generate increased business for the Firm. They will leverage research, writing, technical and communication skills to coordinate initiatives of the Financial Services, Tax, National Security and Estates and Personal practice areas and related subgroups. The Analyst will work closely with the partners and help the Business Development Senior Manager and team in business planning to assist in driving the business development strategy of the assigned practice groups and lawyers. This incumbent will be required to work overtime depending on the needs of the practice area lawyers and business development department. What You'll Do: · Support partners in preparing targeted presentations (pitch books, RFP responses, and deal sheets), in a manner that effectively communicates the Firm’s relevant experience and articulates clear reasons why the Firm should be retained. · Assist with submissions to league tables, directories, guides and other surveys. · Coordinate competitive intelligence research, used to update lawyers on market trends. · Follow Firm news, note wins and maintain the practice experience database and updates in the CRM system. · Complete production aspects (editing, fact checking, proofreading, assembling) to ensure materials are delivered accurately and on time. · Coordinate content aspects of internal and external marketing conferences and other events and in this capacity; work with the Events department. · Maintain a complete record of all pitches, meetings and outreach of any type in the Firm’s CRM (Client Relationship Management) system. · Maintain lawyer biographies over multiple channels (print, digital). · Collaborate with worldwide staff to ensure marketing materials are updated on a global scale. · Coordinate efforts with the Communications and Digital Marketing teams in the practice’s visibility program; on internal communications, external communications on external website and social media, and to maintain practice details and lawyer bios on external website. In addition, responsibilities related to maintaining firm and client information are to be adhered to by all employees. This includes complying with the firm’s information security policies, protecting firm assets from unauthorized access, disclosure, modification, destruction or interference, and reporting security events or potential events or other security risks to management. What You'll Bring: • Bachelor's degree or equivalent required; JD or Master's degree is a plus., • Three to five years of experience working for a law firm, financial institution or other professional services firm., • Experience with communication at the Partner/Executive level., • An ability to handle time-sensitive requests from multiple lawyers, across time zones, and to generate quality work product in a fast-paced environment., • Excellent interpersonal skills., • Deadline oriented., • Excellent writing/editing, proofreading, grammar and research skills (a writing and editing test is required), • Excellent analytical and organizational skills, with a high level of attention to detail., • Understanding of transactional terminology and processes, as well as basic understanding of litigation terminology., • Proficiency in standard spreadsheet, database, word processing and presentation applications (e.g., Excel, Dynamics, Access, Word, PowerPoint and SharePoint are pluses), as well as with a variety of online and new media information resources., • Knowledge of any CRM system is also helpful., • Familiarity with The Firm provides additional training in core software programs, if needed, to enhance skills and speed of work.

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION We are seeking a highly skilled Senior Data Analyst to join our growing team. As a Senior Data Analyst, you will play a pivotal role in driving data-driven decision-making across the organization. You will work closely with cross-functional teams to uncover insights, optimize business processes, and support strategic initiatives. This role offers the opportunity to make a significant impact in a fast-paced, high-growth environment while working on meaningful challenges that directly impact our mission. At Pontera, we leverage a modern data stack that includes Snowflake, DBT, and Tableau to enable seamless data analysis and visualization. RESPONSIBILITIES • Collaborate with stakeholders across teams (e.g., Product, Sales, Marketing) to identify analytical needs and deliver actionable insights., • Perform deep-dive analyses on complex datasets to uncover trends, identify opportunities, and solve business problems., • Develop, implement, and maintain dashboards and reports to track key performance indicators (KPIs) and measure business outcomes., • Support decision-making by providing clear, concise, and impactful data presentations to leadership and other stakeholders., • Partner with Data Engineering to ensure the accuracy, reliability, and scalability of data pipelines and reporting tools., • Proactively identify areas for improvement in processes, tools, and data quality, and recommend solutions.REQUIREMENTS, • Experience: 5+ years of experience in a data analytics role in the tech industry, with a proven track record of driving business impact., • Technical Skills: Proficiency in SQL and experience with data visualization tools (e.g., Tableau, Power BI, Looker)., • Analytical Expertise: Strong analytical and problem-solving skills, with the ability to interpret complex data and translate it into actionable insights., • Business Acumen: Experience working in FinTech, SaaS, or a high-growth startup environment is a plus., • Communication: Excellent written and verbal communication skills, with the ability to effectively present findings to both technical and non-technical audiences., • Experience working with GTM teams, with an emphasis of Sales and CS, • Familiarity with Python, R, or similar scripting languages is a plus., • Specific Tableau experienceWHAT WE OFFER, • Compensation: $150,000 to $180,000 annually, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job DescriptionCompany Description At DataCatalyst, we enable enterprises to transcend data disorder and gain clarity—fostering smarter, faster decision-making. Our veteran team of data management, governance, and monetization specialists brings, on average, 15 years of experience to each engagement, and we're proud of our 100% project success rate. We take a hands-on, pragmatic approach—eschewing large junior consultant rosters and sales layers in favor of lean, deeply skilled teams focused on generating real business value. Using our proprietary Accelerate methodology, we swiftly deploy high-quality data strategies, governance structures, and MDM implementations across industries like financial services, healthcare, manufacturing & distribution, retail, energy, and more. We embrace a fully remote, low-travel model, enabling sustainable work-life balance across time zones without compromising client delivery. With a flat organizational structure, open collaboration, and software engineering-inspired rigor—particularly strong documentation and technical discipline—we cultivate an environment where each individual makes a direct and visible impact. Job Description As a Senior Consultant / Business Analyst, you'll join a tight-knit, high-expertise consulting team delivering end-to-end solutions in data management, governance, and monetization. This is a globally remote, full-time role where your contributions will shape both client outcomes and the firm's delivery excellence. THIS REMOTE / VIRTUAL ROLE CAN BE LOCATED ANYWHERE GLOBALLY Qualifications Key Responsibilities: * Engage across end-to-end project phases—from strategy to implementation—to solve complex data challenges. * Define and document requirements, analyze business processes, support testing, training, and rollout efforts. * Collaborate with internal teams to refine methodologies, tools, and approaches—enhancing DataCatalyst’s market differentiation. * Work with partner software vendors to integrate appropriate technology into client environments. * Own and lead tasks that advance both client success and firm growth—cultivating long-term relationships. * Contribute to business development, thought leadership, and recruiting initiatives. Qualifications We value precision, strategic thinking, and a collaborative spirit. Ideal candidates bring: * 5–10 years of project experience in data management, analysis, or related consulting disciplines. * Proven understanding of the Software Development Lifecycle (SDLC) and technology implementation frameworks. * A proactive, “go‑getter” mindset with a genuine passion for data as a strategic asset. * Excellent problem-solving, critical thinking, and attention to detail, especially in requirement gathering, process mapping, and stakeholder engagement. * strong written and verbal communication, presentation skills, and polished client service abilities. * Facility in running workshops with SMEs to elicit business and technical requirements, and mapping business processes with precision. * Aptitude for setting clear expectations, managing timelines, milestones, and proactively reporting on risks, issues, and dependencies. * Demonstrated proficiency in multitasking, with meticulous stakeholder management and influence—even under ambiguity. * Prior experience in project‑based or billable consulting roles—preferably delivering visible deliverables and client impact. Additional Information What Sets Us Apart At DataCatalyst, you’re not a cog in a machine—you’re a trusted partner. Our culture is defined by: * Impact-driven work: Your insights and execution shape client strategy and operational clarity. * Collaborative excellence: We value respectful disagreement, diverse perspectives, and direct communication built for speed and precision. * Entrepreneurial, low-bureaucracy environment: We move fast, make decisions with limited information, and rely on resourcefulness and clarity. * Accelerated growth: By working alongside veteran consultants on focused, high-impact projects, you'll sharpen expertise swiftly—taking ownership and growing as a revenue-driving member of the team. * Quality of Life: With our fully remote, low-travel model, you can do challenging, high-impact work without sacrificing personal priorities. We believe great consulting doesn’t require endless flights or late nights—it requires focus, autonomy, and sustainable balance. Ready to Apply? If you’re detail-obsessed, client-centric, and excited by the idea of crafting data clarity from chaos, we’d love to talk. Come help us bring trusted, high-impact data solutions to enterprises across the globe—without sacrificing balance, autonomy, or growth.

Job Description Senior Financial Analyst Job Description Decision Support, Strategy & Value Improvement Team Overview: The Decision Support team is an essential asset to any health system, providing Cost Accounting, benchmarking, and analytical services to inform sound business decisions across the institution. The team is comprised of 25 FTEs and supported by a fully dedicated IT group. The Decision Support team partners directly with clinical, operational, and cross-functional teams across the enterprise to inform and assist in the achievement of institutional goals. Position Summary Under the guidance of the Assistant Director of Decision Support, the Sr. Financial Analyst will be responsible for producing financial reports and analyses that assist in the monitoring of the hospital’s financial performance. This role will be responsible for monthly and quarterly reporting (deadline driven), projects and ad hoc reporting as assigned using the EPSi decision support/cost accounting system, Tableau, Tableau Prep, Data Bricks, Alteryx, Excel (pivot tables, vlookups, advanced formulas), SQL and other software as appropriate. Job Responsibilities · Develop an in-depth understanding of the internal costing system (EPSi) and effectively run accurate EPSi reports; understand the relationship between the various EPSi fields and the potential restrictions when resolving crucial business decisions from stakeholders · Support day-to-day operations related to the monthly costing close process of the EPSi Decision Support System including but not limited to, General Ledger revenue and expense analyses, direct and indirect departmental reviews, EPIC cost center creation and mapping. · Support new and ongoing projects relating to the identification of cost saving opportunities, physician resource utilization analyses, revenue budget creation, quality/cost analysis, and dashboard creation/review. · Support of the Hospital’s Value Based Management projects, Labor productivity tool, financial dashboards, various benchmarking activities and other projects as needed. · Package and summarize analytical findings with clear understanding of results and thoughtful recommendations · Independently develop analytical frameworks for large, complex data sets and exercise discretion and judgement in analytical approach · Proactively communicate to management any arising issues or barriers to meet timelines/deliverables · Identify opportunities for continuous improvement (e.g. improving data integrity, process flow); act independently on resolving / improving · Demonstrate initiative for taking on new tasks or responsibilities. Exhibits creative thinking by suggesting alternative and innovative solutions to problems encountered Minimum Qualifications: · Bachelor’s degree in Accounting, Finance, Business Administration, Mathematics, or Management Information Systems · A minimum of three to five (3-5) years of experience in not-for-profit, healthcare or accounting · Action-oriented, with experience managing aggressive deadlines and strength across a broad range of technical skills · Strong foundation in financial analysis and/or accounting · Must have a general understanding of the healthcare industry · Proficient in Microsoft Office Excel and/or Access Preferred Qualifications: · High-level of proficiency in Tableau, Excel, Access, and Decision Support reporting programs · Experience working with a decision support/cost accounting system · Extensive experience in data transformation/manipulation · Basic understanding of database relationships and structures · Experience in Business Intelligence/visualization tools (i.e. Tableau, Power BI) Minimum Experience: · 3 years Company DescriptionWe provide full-service Healthcare Recruitment solutions. We identify, attract, engage, and connect the best possible talent with quality healthcare professionals. We build teams, provide executive recruitment solutions and discover high-performance candidates on behalf of our client partners. Our strength lies in our proven recruitment strategies, leadership in the larger healthcare community (regional and national), and networking.We provide full-service Healthcare Recruitment solutions. We identify, attract, engage, and connect the best possible talent with quality healthcare professionals. We build teams, provide executive recruitment solutions and discover high-performance candidates on behalf of our client partners. Our strength lies in our proven recruitment strategies, leadership in the larger healthcare community (regional and national), and networking.

Job Description Microsoft Business Central Accountant/Analyst to join our growing team. In this role, you will play a pivotal role in onboarding new customers/projects. About the Position - CFA/CPA/ACCA We are looking for a curious and dynamic professional to join our growing team as a Financial Accountant/Analyst capable of managing budgets and recurring billing projects for services and consulting. This role specifically will involve Microsoft Dynamics 365 Finance/Business Central 365 admin steps such as configuring a Microsoft Dynamics 365 Finance/Business Central 365. Essential duties will include managing governance around financial processes, articulating, and helping to define project direction and priorities, communicating project status and issues, and management, and actively acting to reduce risk and resolve issues. In addition, the consultant will support training and development specific to program delivery process, operational tools, and status reporting. Characteristics of an ideal candidate include • Experience in the successful implementation of an ERP system., • Strong background in finance/accounting, project accounting & reporting, • Proficiency in multi-currency accounting tasks., • Familiarity with Project management principles and cost analysis., • In-depth knowledge of business processes within organization, • Ability to take initiative and self-direct assignments to meet objectives., • Strong problem-solving skills., • Review the monthly credit card statements and record all expenses into the appropriate expense / department accounts, • Record all accruals, amortization, and depreciation entries, • Assist in the Annual Audit process., • Perform ad hoc projects, such as account analysis, spending analysis,, • Setup new Projects in MS Dynamics 365 Business Central with appropriate tasks/Bills of Materials, • Enter required project information in MS Dynamics 365 Business Central, verify all information is accurate and reconciles to contract, • Invoice projects per contract terms on a monthly basis coordinating as necessary with PMs, • Monitor and adjust posting of time/expenses to ensure phases on the project are duplicated correctly, • Review and monitor projects to determine both opportunities and risks related to billings and collections, • Effectively communicate with Project Managers (PM) and Principals-in-Charge (PIC) regarding contract documents, change orders and other contract modifications, approvals, and any additional services, • Manage consultant invoices and release as appropriate for payment, • Prepare monthly consultant accruals, • Coordinate with office leadership to update monthly cash flow, • Create policies for project contract documents, change orders and other contract modifications, approvals, and any additional services, • Report monthly billing and contract status for office, • Provide both automatic and ad hoc MS Dynamics 365 Business Central project reports as requested by PMs and others, • Prepare special project analyses and provide finance support as requested by PICs, PMs and others, • Recommend and implement agreed process improvements to finance processes, • Act as an integrated and collaborative member of the finance team Accounts Receivable: • Proper storage of all customer billings and related documentation., • Collection of past due accounts., • Cash application of incoming customer payments., • Prepare weekly / monthly reporting to VP Finance on status of AR; i.e. AR Report, Customers on Hold, • General Finance Duties (a) Weekly (b) PowerBI Reporting (b), • Assist with the Finance database, used for commission calculation and gross margin analysis., • Ad Hoc Projects (a) Perform ad hoc projects and analysis upon request. Month End Close: • This role will assist in the month-end close process., • record month end entries in accordance with company and generally accepted accounting policies., • Complete account reconciliations. CFA/CPA/ACCA

Job DescriptionCompany Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description Job Description: IDB Bank is looking for a Credit Risk and Portfolio Analyst with a passion for problem-solving and excellent attention to detail. The successful candidate will help turn raw data into information, information into insights and insights into business decisions. The candidate will work with multiple data sets, evaluate and control data, produce accurate, timely, and rigorous reports that inform management and regulators about the evolution of the credit risk portfolio and highlight emerging risks. This is a junior to mid-level role, offering opportunities to develop technical expertise in risk reporting and analytics, deepen credit risk knowledge, and gain exposure to senior stakeholders across the bank. What you will do • Design, build and maintain standardized and ad-hoc credit risk reporting on portfolio performance, risk concentrations, limits, and emerging credit risk trends. Employ automation and best practices for the production of key risk metrics and portfolio analytics., • Monitor credit portfolio evolution and identify early-warning signals, emerging risks and material shifts in credit exposure., • Ensure accuracy, consistency, completeness and transparency in credit risk data analysis and reporting methodologies., • Contribute to the enhancement of reporting processes, tools, and templates to improve efficiency, support effective risk management and on-going risk monitoring., • Manage ad-hoc requests from senior management, regulators, the Board of Directors, internal parties and external auditors to ensure timely and accurate responses., • Contribute to regulatory reporting, including the loan loss reserve process., • Actively collaborate with other functional areas of the bank including lines of business, Middle Office, Finance, Loan Operations and Technology to share ideas, gather information and complete deliverables as needed., • Liaise with other groups within the firm on cross-functional projects.Qualifications Ideal candidate should have the following qualifications to succeed in this role: • Bachelor’s degree in Finance, Economics, Statistics, Data Analytics or related field., • 3 - 5 years of hands-on experience in credit risk analytics, portfolio management, or related banking/ financial services role., • Technical skills: Python (coding and libraries), Power BI, Excel (Advanced), SQL, Database concepts, MS Office suite of apps., • Good knowledge of credit risk concepts, including exposure metrics, concentrations, and portfolio monitoring., • Can do attitude and ability to manage deliverables using disparate data sources and handle both automated and manual processes within the context of a high growth evolving financial institution., • Relationship builder, inquisitive, avid learner with analytical mindset, always looking to make things better., • Team player with strong ownership of assigned reporting deliverables and quality assurance within designated timeframes sometimes against competing priorities., • Proactive approach to improve the overall credit risk analytics processes and portfolio intelligence., • Excellent writing and presentation skills and ability to articulate credit risk data inputs and key takeaways to senior stakeholders including senior management and external parties including regulators. Additional Information Compensation: The expected annual salary for this position is between $110,000-130,000 annually at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: • Those with a known mental or physical disability., • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions., • Victims of domestic violence, sex offenses or stalking. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

Job Description Job Description The Junior Bank Secrecy Act Analyst works on a team that performs monitoring of daily BSA-related bank functions to ensure conformity and adherence with all applicable BSA/AML, USA Patriot Act, and OFAC related laws and regulations, performs a variety of routine daily tasks, prepares CTR reporting and correspondence, participates in special department projects, and assists the BSA Officer as needed. Responsibilities include assisting daily reviews of CTRs and preparing CTRs for e-filing, helping monitor customer transactions, and helping to resolve account activity alerts. Reports To • BSA/AML Officer Primary Responsibilities • Support analysts in reviewing new account documentation to ensure the Bank follows BSA policy pertaining to CIP and KYC and that all new accounts are established following current procedures, • Help with reviewing alerts generated by the AML monitoring system for compliance with BSA/AML regulations and reporting of accounts where potential suspicious/unusual activity has been noted, • Assist with communication to branch personnel and management to obtain and validate client information, • Provide support to department to perform OFAC alerts review that are generated by the internal system and guide MFS Branch network on potential OFAC hits, • Assist in preparing Currency Transaction Reports (CTRs) for e-filing, • Research to review and update Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD), • Assist with periodic reviews of high-risk accounts and customers (EDD Reviews), • Participate in department projects as needed, • Any or all other duties as assigned Desired Skills & Experience • BS/BA in Finance, Business, or related field, • 1 to 2 years of work experience in BSA risk analysis or equivalent with related experience in other areas of banking and/or financial investigations preferred, • Excellent organization and communication skills, • Strong Internet research skills, • Strong Microsoft Office skills, • Sound analytical and problem-solving skills., • Ability to work independently and in a team setting., • Ability to maintain confidentiality of sensitive material.

Job Description As a Business Analyst on our Commercial Planning team, you'll be the analytical backbone driving data-informed decision making across our key account relationships and business operations. This role is central to how we communicate performance, identify opportunities, and present strategic recommendations to both internal stakeholders and external partners. You'll be responsible for developing comprehensive Annual Business Reviews (ABR) and Quarterly Business Reviews (QBR) that showcase account performance, market insights, and growth opportunities. Additionally, you'll create compelling pitch deck materials that enable our sales teams to win new business while optimizing operational processes through rigorous data analysis. Requirements Key ResponsibilitiesBusiness Reviews & Reporting • Design and execute comprehensive Annual Business Reviews (ABR) and Quarterly Business Reviews (QBR) for key accounts, • Create executive-level presentations that translate complex data into clear, actionable business insights, • Develop standardized reporting frameworks that track account performance metrics and operational KPIs, • Conduct bi-weekly account performance reviews with National Key Account (NKA) owners to assess progress and develop action items, • Cascade review insights and action items to cross-functional teams including fleet operations, implementation support, and product development teams Pitch Materials & Sales Support • Build compelling pitch decks and client-facing materials that demonstrate clear ROI and business value, • Develop financial models and business cases that support new business development efforts, • Create customized presentations tailored to prospect needs and market segments, • Support sales teams with data-driven insights for strategic contract negotiationsData Analysis & Operations Optimization, • Analyze account performance data to identify optimization opportunities and operational inefficiencies, • Conduct deep-dive analyses on CloudBar system data to uncover usage patterns and customer insights, • Partner with operations teams to implement process improvements based on analytical findingsStrategic Support, • Support special projects aligned with commercial growth objectives, • Collaborate cross-functionally to optimize commercial processes and workflowsQualifications, • Bachelor's degree in quantitatively rigorous discipline (Business, Economics, Finance, Engineering, Mathematics), • 1-3 years of experience in consulting, investment banking, corporate strategy, or business analysis roles, • Advanced proficiency in Excel, including financial modeling and complex data manipulation, • Experience with data visualization tools (Tableau, PowerBI, or similar), • Exceptional analytical skills with ability to synthesize complex data into executive-ready insights, • Strong presentation skills with experience creating client-facing materials, • Proven ability to manage multiple projects simultaneously while maintaining high quality standards, • Willingness to work from our New York office 3 days weeklyPreferred, • Experience building and maintaining business intelligence dashboards, • Background in F&B, retail, or technology industries, • SQL or other database query experience, • Project management experience, • Experience working with and presenting to C-level executives, • Familiarity with CRM systems and sales analytics, • Fully company-paid Medical and 99% company-paid Dental and Vision Insurance, • 15 days Paid Time Off, 7 sick days, 14 holidays, • Wellness Benefits, Cell Phone and Internet reimbursement, 401K, • Modern NYC office space with collaborative work environment Salary Range: $110,000 - $130,000 Plus stock options and performance bonus