Trabajos financial reporting analyst en Hoboken, New JerseyCrear alertas

Specialist, Data Governance At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. About BNY Investments: BNY Investments is a division of BNY, one of the world’s largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion* in assets under management as of June 30, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. We’re seeking a future team member for the role of Specialist, Data Governance, to join our BNY Investments and Wealth Data Governance team. This role is located in New York. In this role, you’ll make an impact in the following ways: • Responsible to work with data consumers across the organization supporting the development of new reporting processes and changes required or improvements to existing reporting processes, • Responsible for performing data analysis for different regulatory reporting requirements and driving data quality remediations at the database level, • Responsible to work with technology, product, and platform teams to drive change and data straight through processing, • Responsible for working with Data Solutions & Services to implement data governance processes/controls with the standard framework, • Developing functional specifications to define the data and derivational requirements to the IT development group supporting regulatory reporting efforts, • Bachelor’s degree or the equivalent combination of education and experience in business management or related field is required., • 5-7 years of total work experience in Business analysis, Data analysis or related engineering background, • Strong Excel skills and data analysis experience, • Strong SQL knowledge to facilitate data analysis is required, • Strong written and verbal communication skills required, • Experience in external reporting and/or internal audit preferred., • Preferred Experience: Supported multiple enterprise systems implementations in a Business Analyst role, • Financial Regulatory Reporting experience is preferred, • Reg reporting on Data governance management including CDE managements, Data Quality contracts, • Knowledge Data governance tools like Collibra, IDQ, ASG, Solidatus etc Here’s a few of our recent awards: • America’s Most Innovative Companies, Fortune, 2025, • World’s Most Admired Companies, Fortune 2025 BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,000 and $90,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Job Description: Manage a team of Fraud Risk Analysts that monitor, detect and analyze transaction information to identify, prevent and mitigate fraud Lead Analysts in daily reporting processes designed to detect, prevent and mitigate fraud Direct Fraud Risk Analysts through effective leadership in determination/interpretation of regulatory guidance involving Suspicious Activity Report (SAR) filings, Regulation CC, Uniform Commercial Code (UCC), etc. to include liability determinations Perform regular QC reviews of Analysts casework to maintain compliance, consistency and to provide relevant coaching and mentoring to Analyst Team Monitor case metrics on a regular basis Review Analyst Team SARs for adherence to FinCEN guidelines and assign to BSA for filing Collaborate with cross-functional teams and industry subject matter experts to prioritize, implement and optimize risk mitigation policies and controls Establish annual goals for analyst team and provide annual performance reviews Work with Human Resources on filling Analyst positions (interviewing, hiring, salary recommendations and training) and performance coaching Meet regularly with Analysts individually and hold a monthly team meeting with Analysts to discuss fraud trending, new processes and procedures, etc. Ensure the Analysts are cross trained on all functions Report any deficiencies in current fraud reporting tools to the Fraud Investigations Manager and work collaboratively to ensure all reports function as intended Approve Batch Transaction Entry (BTE) transactions and Indemnifications for Analysts and Investigators Requirements: High School Diploma or equivalent (Required) Bachelor's Degree or the equivalent experience in Business Administration, Criminal Justice, or other applicable specialty (Preferred) 7 or more years fraud prevention, detection or investigations in financial services (Required) 3 or more years team management and leadership of fraud professionals (Required) Certified Fraud Examiner, Certified Financial Crimes Investigator, Certified Cyber Crimes Investigator and/or other financial crime/fraud related certification (Required) Strong understanding of regulatory requirements, including SARs, Regulation CC, and UCC (Required) Familiarity with data analytics, reporting tools, and fraud monitoring platforms (Required) Ability to think critically under pressure and make sound decisions in complex or ambiguous situations (Required) Demonstrated experience leading systems implementations and partnering with vendors (Required) Benefits: medical plans with prescription drug coverage flexible spending account or health savings account depending on the medical plan chosen dental and vision insurance life insurance 401(k) program with employer match and Employee Stock Purchase Plan paid time off programs including holiday pay and paid volunteer time disability insurance coverage and maternity and parental leave adoption assistance educational assistance robust wellness program with financial incentives

Job Description: The Finance Analyst Senior is responsible for carrying out tasks within a specific Finance functional area (e.g. accounting, reinsurance). You will handle routine to complex matters. Specific tasks can include preparing required financial reports, creating accounting journal entries and posting to ledger systems, bill and collect from external parties and intercompany affiliates, prepare general ledger reconciliations, and support the planning process. You will report to the Finance Director. Interpret reinsurance contracts and apply reinsurance terms. Perform analysis of reinsurance activity to/for accounting and reporting including compliance with statutory regulations. Prepare general ledger reconciliations, accounting and financial reports for management, government, and regulatory agencies. Interpret accounting data, analyze reports, and recommend appropriate actions to be taken. Record monthly and quarterly reinsurance activity. Support analysis and bookings related to commutations, novations, and schemes. Analyze and interpret new accounting principles as established by regulatory bodies (e.g., FASB, NAIC, AICPA, SEC, and Allianz). Support reinsurance and financial audits. Support out sourced Financial activities. Assist in financial planning and documentation of procedures. Provide support and maintenance of Reinsurance financial systems. Identify and cede reinsurance transactions via financial systems. Bill for routine to complex portfolios to Reinsurers / Brokers. Bill and collect from external parties and intercompany affiliates; proactively identify collection issues and recommend effective solutions. Complete the monthly, quarterly, and annual close process to ensure timely, accurate, and compliant financial statements. Prepare, review, and analyze journal entries, account reconciliations, accruals, and variance explanations. Prepare and book technical worksheets for Prospective Reinsurance Insurance business. Complete accounting worksheets, journal entries, controls, and reports in accordance with GAAP, Statutory and IFRS Accounting Procedures. Partner with cross-functional teams to gather financial data, validate transactions, and resolve discrepancies. Drive process improvements within immediate team and Finance department. Participate in company-wide projects and initiatives as needed. Utilization of artificial intelligence tools and resources (e.g. generative AI). Requirements: 4+ years of experience with casualty insurance and/or reinsurance, accounting, or finance Proficiency with Microsoft Office suite of products and ability to navigate multiple systems, including accounting/sub-ledger Four-year degree required. Accounting, Finance, Business, or related / equivalent work experience Insurance and US Statutory reporting experience. Knowledge of automated accounting systems (SAP preferred). Detail-oriented, analytical, and adaptable Organizational and multi-tasking skills to manage multiple deadlines in a fast-paced environment Excellent oral and written communication skills required You must be legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future. This includes holders of H-1B, H4, L-1, L-2, TN, OPT, CPT, and other nonimmigrant visas. Benefits: Health insurance 401(k) matching Flexible work hours Paid time off Remote work options Annual incentive program

Our client, a major bank in New York City, is looking for Metadata Technical Analyst. New York City Location. This is hybrid commute, 2/3 days per week in the office. ** Must be authorized to work for ANY employer in US - NO H1 Visa support for this role Salary range 135-150K, plus around 15-20% bonus, plus great benefits package. Metadata Technical Analyst In this role you will: Collect/document data lineage, data dictionary, processes and data flows across multiple domains Assist in the development and implementation of Metadata Standards and Procedures Collaborate across Data Domains, IT, Line of Business and Stakeholders to achieve goals Design and conduct complex analysis to identify and remediate metadata quality issues and/or control gaps Maintain knowledge of technology/tooling to support metadata management, and provide input into requirements for future tooling Job Requirements, Skills, Qualifications: 6+ years of metadata management experience, including foundational knowledge of best practices and industry standards Experience with metadata management, data cataloging and mapping data lineage in enterprise data governance tools like Securiti.ai, etc. Experience in creating Metamodel, business glossaries, data dictionaries, data catalog, etc. Excellent understanding of Data Management functions (Data Taxonomy, Data Lineage, Data Governance) Experience with data analysis and data wrangling using tools such as SQL, Python Knowledge of relational and dimensional modelling Knowledge of data warehouse, operational data store and data mart design concepts Knowledge of source code management and DevOps platforms such as GitLab or GitHub Knowledge of control and risk management concepts with the ability to evaluate controls, create procedure and process flows in conjunction with business and control partners Mapping CDEs to appropriate processes, Data Domains, Data Concepts and Data Sources and maintain accurate business process map Experience with Data Catalogs and Data Quality tools such as Securiti.ai, Anomalo Experience with data analytic reporting software such as Power BI Preferred Skills and Qualifications: Creative thinker with the ability to design innovative data solutions. Identify opportunities for process improvements and implement best practices to enhance the efficiency and effectiveness of metadata collection and reporting Strong experience in the CIB and or Financial Services data domain would be advantageous. Bachelor’s degree in Information Science & Engineering or Data Science, Finance, Risk Management, Business Administration, or a related field Please email your resume or use this link to apply directly: Or email: Check ALL our Jobs: Keywords: metadata mapping data governance metamodel data management modeling data warehouse dictionaries Taxonomy Lineage Governance SQL Python DevOps GitLab GitHub risk domains concept security quality anomalo power bi

Job Description: Lead recurring forecasts, EAC updates, and financial planning activities across a portfolio of government contracts Identify financial risks and opportunities and provide actionable recommendations to leadership Drive annual budgeting and periodic reforecasting processes, including templates, reporting, and executive-ready summaries Partner closely with project managers and division leadership to improve funding utilization, margin performance, and project financial discipline Oversee pricing support through management of a pricing-focused Financial Analyst Review pricing models, assumptions, and cost volumes for proposals and contract modifications Apply government contracting expertise related to indirect rates, allowability, funded ceilings, and contract compliance Support compliant and competitive pricing strategies across contract types including cost-reimbursable, T&M, and fixed-price contracts Utilize Deltek Costpoint (Planning module preferred) to maintain accurate plans, reconcile actuals, and improve reporting integrity Develop and maintain audit-ready financial models, standardized templates, and forecasting tools Identify opportunities for automation, reporting enhancements, and process optimization Explore innovative uses of AI within FP&A to improve forecasting accuracy, pricing strategy, and margin optimization Coach and develop a Financial Analyst, ensuring quality, prioritization, and cross-functional collaboration Foster a culture of accountability, continuous improvement, and analytical excellence Requirements: Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field (or equivalent experience) 8+ years of progressive experience in government contract finance, pricing, and project financial management Strong expertise in forecasting, budgeting, variance analysis, and executive financial reporting Advanced Excel skills, including complex financial modeling, pivots, scenario analysis, and data manipulation Experience with Deltek Costpoint required; Planning module experience a plus Working knowledge of government contracting principles including indirect rates, allowability, and contract funding structures Benefits: Competitive Medical, Dental and Optical plans Generous Paid Time Off, 8 Company observed holidays plus 3 floating holidays Tuition Assistance 401K Plan (3% employer contribution plus opportunity for gainsharing) Life, AD&D & Disability coverage A flexible work environment and more!

Immediate need for a talented Senior Project Manager- Capital Markets. This is a 12+ months Contract opportunity with long-term potential and is Jersey City, NJ(Hybrid). Please review the job description below and contact me ASAP if you are interested. Job Diva ID: 26-10215 Pay Range: $95 - $100/hr. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Responsibilities: • Results and Impact, • Impacts division and influences peers and team, • Demonstrates good judgement when making decisions of high complexity and impact, • Relies on limited guidance for most complex decision making, • Is responsible for driving outcomes which have meaningful effect on team or department, • Leadership and Collaboration, • Creates trust with department leaders, • Acts in leadership capacity for large projects, processes, or programs for a team, • Client, Customer and Stakeholder Focus, • Able to build relationships with a mix of intermediate and senior colleagues or clients, • Interacts regularly with management and department leaders, • Demonstrates the ability to persuade and influence stakeholders at team level, • Compliance Culture and Conduct, • Takes full responsibility for personal actions and demonstrates courage in facing problems and conflicts, • Perceived as a person of high moral character; upholds corporate values and displays high ethical standards”, • Project Management:, • Manage and lead assigned projects to completion with delivery of agreed objectives, • Ensure that all projects follow Group Policies and Procedure – including proper Project Governance and reporting to senior management & stakeholders, • Create and lead appropriate project governance, • Identify and stabilize the scope of business topics to be addressed / resolved, • Identify and obtain the buy-in from the Primary Project Stakeholders and Sponsor, • Secure the resource plan and prioritization / funding of those resources, • Leverage expertise and problem-solving skills to propose solutions during each phase of the project, • Drive the delivery effort by maintaining project lists, organizing follow up meetings, creating and distributing meeting minutes, • Identify risk and dependencies that could jeopardize project execution., • Ensure clear communication of goals, budget, risks, efforts involved, as well as on the progress of the project, • Work closely with all functions - Front office, Operations, Finance, IT, Compliance, Legal, Risk etc. to ensure successful delivery of project objectives., • Manage situations of conflict and constraints to ensure the success of the project., • Business Analysis:, • Elicit business requirements using interviews & subject matter expertise, • Document requirements, business process descriptions, use cases, scenarios, task and workflow analysis, • Critically evaluate information gathered from multiple sources, reconcile conflicts, & decompose high-level information into details, • Abstract up from low-level information to a general understanding, and distinguish user requests from the true underlying needs, • Proactively communicate and collaborate with external and internal customers to deliver the following artifacts as needed: (1) Business Requirements Documents, (2) Test & Use Cases, • Challenge business users on their assumptions & how they expect to successfully implement requirement, • Contribute to the building of maximum efficiency within the Firm:, • Analyse the current procedures and make change proposals to improve productivity, efficiency and risk control, • Work closely with the Operations and IT managers to properly measure the impact of new systems/processes on the staff's workload and determine the new staffing requirements where applicable., • Contribute to the successful implementation of new systems:, • Work with various users to clearly identify business requirements – from Front Office to Finance., • Collaborate with IT to ensure that the system functionalities meet the user requirements., • Propose procedural changes to take advantage of the new system functionalities., • Facilitate the planning between IT and users to ensure all phases of the project are on track and that the appropriate level of testing is carried out. Key Requirements and Technology Experience: • Key Skills: Capital Markets / Banking Domain Expertise, • End-to-End Project Management (Lifecycle Ownership), • Regulatory, Risk & Compliance Knowledge, • Stakeholder Management & Communication, • Project Implementation- end to end must have, • Business Analysis & Requirements Gathering, • Bachelor’s degree from accredited university with focus on Finance, Economics, Business Administration or other relevant field of study., • 6 – 8 years of relevant industry experience., • Expertise in Front Office and Operations (functional or in a project capacity), with knowledge of Banking and Capital Market activities, • A keen focus on ‘Process and Risk’ awareness is a KEY CRITERIA for this position., • Deep knowledge of & experience executing all project management concepts., • Project planning, documentation experience, & stakeholder management is essential, • Excellent level of knowledge of MS Project, Excel, Word, and PowerPoint., • Business Analyst experience is valuable, • Must have an in-depth understanding of project life cycle and what each phase implies., • Must have excellent communication and reporting skills – Both written and oral., • Must be able to professionally and efficiently manage situations of conflict and work with collaborators to arrive at a solution., • Needs to demonstrate the ability to adapt and learn new processes quickly., • Needs to show ability to multi-task and shift gears for various topics and perimeter during the project life cycle (i.e. Knowledge of FO Products and processes, Operations, IT, Finance etc.)., • Must be able to demonstrate the ability to delve into complicated situations (issues, people, processes etc.), sort out the information and propose the solution/next steps. Our client is a leading Financial Services industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. By applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. 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Investor Services Analyst About the Opportunity A leading global investment firm is seeking an Investor Services Analyst to support its interval fund platform within the wealth channel. This is a high-impact, client-facing role designed for an early-career professional with experience servicing interval funds and working with financial advisor clients. The firm offers a collaborative, team-oriented environment with exposure to alternative investment strategies, including private credit, real estate, and private equity, delivered through semi-liquid fund structures. Position Overview This role serves as a key point of contact for wealth clients invested in U.S. registered interval and tender offer funds. The Investor Services Analyst (Wealth / Interval Funds) will play a critical role in delivering a high-quality client experience while supporting operational workflows across the full investor lifecycle. Working cross-functionally, this individual will partner with internal teams across distribution, operations, and fund reporting to ensure timely and accurate servicing of client needs. Key Responsibilities • Serve as a primary contact for financial advisors and wealth clients invested in interval funds, • Coordinate investor onboarding and offboarding, including account setup and maintenance, • Manage client inquiries, RFIs, and due diligence requests in a timely manner, • Support investor servicing activities including cash flows, capital calls, and distributions, • Partner with internal teams to deliver accurate and timely client reporting, • Maintain and validate client data across internal systems, • Assist with client portal access, reporting delivery, and documentation updates, • Communicate fund-related updates and information to investors, • Collaborate with internal stakeholders to resolve client issues and improve processes, • Participate in system enhancements and operational improvement initiatives Qualifications • 3–5 years of relevant experience (flexible up to ~8 years) in investment management, client service, or fund operations, • Direct experience working with interval funds or tender offer funds required, • Strong understanding of interval fund structures (’40 Act funds), • Experience supporting wealth clients, RIAs, or financial advisors, • Strong organizational skills with the ability to manage multiple priorities, • Excellent communication and relationship management skills, • Analytical mindset with strong attention to detail, • Proficiency in Excel; exposure to SQL or Python is a plus, • Bachelor’s degree required Why This Role • Direct exposure to a fast-growing segment of the alternatives market, • Highly collaborative and visible role with client interaction, • Strong compensation and long-term growth potential, • Opportunity to deepen expertise in interval fund structures and investor servicing Location: New York, NY (Hybrid) Compensation: $150,000 – $200,000+ base + bonus + full benefits

As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specialized in Banking, Finance, and Financial Services. Through our core human values – proximity, teamwork, diversity, excellence – our 1000 expert consultants, hailing from 35 different nationalities, collaborate across 13 international offices: Paris, Lyon, New York, Montreal, London, Brussels, Luxembourg, Geneva, Lisbon, Porto, Casablanca, Madrid and Singapore. Overview This role sits within Middle Office Operations and focuses on the closing, booking, and ongoing monitoring of loan facilities. The analyst works closely with Front Office, Risk, Legal, and Operations teams to ensure deals are correctly executed, controlled, and maintained throughout their lifecycle. Core Responsibilities Deal Closing & Booking • Support deal closing activities from pre-closing to funding, • Review credit agreements and ensure alignment with credit approvals, • Ensure all conditions precedent (CPs) are satisfied before funding, • Coordinate with booking teams to ensure accurate setup in Loan IQ, • Monitor deals from closing through maturity/termination, • Manage lifecycle events: amendments, waivers, restructurings, • Set up and maintain covenants and collateral in Loan IQ, • Monitor borrower compliance (financial & reporting covenants), • Track collateral values and ensure regular updates, • Support funding processes and ensure proper approvals, • Perform reconciliations and track cash movements, • Act as a key contact for clients regarding loan operations, • Liaise daily with Front Office, Risk, Legal, Finance, and Operations, • Ensure compliance with internal procedures and regulatory requirements, • Identify and escalate operational risks, • Maintain strong control framework across all activities Profile Experience • 5+ years in Loan Operations / Middle Office / Lending Support, • Strong knowledge of loan lifecycle and credit processes, • Hands-on experience with Loan IQ (key requirement), • Good understanding of financial statements and covenants, • Strong attention to detail and ownership mindset, • Degree in Finance, Business, or related field

Family Office Investment Analyst New York, NY Hybrid model: 3 days in office, 2 days work from home This is an unparalleled opportunity to join the investment arm of an elite FinTech-focused family office. The Investment Analyst will focus on new investment analysis, portfolio monitoring across direct, fund and public positions, and development of an AI-native reporting and analytics infrastructure. The family office invests in venture and growth-stage FinTech companies alongside top institutional co-investors, and benefits from one of the most valuable proprietary FinTech datasets in the industry — accumulated across 20+ years of exclusive focus on the sector. In this role, you will work side-by-side with the Managing Partner and senior leadership. What are the unique opportunities of this role? The Investment Analyst will gain deep exposure to private and public FinTech and AI investing, portfolio construction, and the application of AI and automation to investment workflows. You will see investment opportunities at every stage — from early-stage venture to growth equity to public markets — and will operate in a small, high-trust team with direct access to the Managing Partner. The AI, analytics, and automation component of this role is equally weighted to investment analysis, giving the right candidate a rare opportunity to combine investing with hands-on technical building. • Conduct business, market, and financial diligence on new FinTech investment opportunities; build bottoms-up models, returns analyses, and investment memos, • Monitor and report on the full Roofdeck portfolio — direct investments, fund LP positions (TVPI, DPI, IRR, NAV), and public market holdings, • Maintain and manage the proprietary deal pipeline and portfolio tracking systems; develop key analyses using the data, • Design and build automated reporting pipelines and interactive dashboards using Claude, Claude Code, Python, and similar AI-native tooling, • Implement agentic AI workflows (e.g., MCP servers, Claude Code hooks) to automate research, diligence, and synthesis tasks, • Utilize portfolio and transaction data to generate proprietary market signals and surface new client opportunities for the Investment Banking team, • Develop subject matter expertise across FinTech sectors — payments, lending, wealth, capital markets technology, insurtech, and crypto Qualifications • The start date for this position is immediate, • 1 – 3 years experience in investment banking, venture/growth equity, or a data/analytics role with meaningful financial modeling exposure, • Demonstrated, hands-on proficiency with AI coding tools — Claude Code, GitHub Copilot, Cursor, or equivalent; must be able to show prior work, • Strong Python skills for data analysis, modeling automation, and workflow scripting (pandas, NumPy, SQL, Jupyter), • All degrees considered; Finance, Computer Science, Economics, or a quantitative discipline preferred, • Strong interest in finance, FinTech, and applying AI / automation to investment workflows, • Exceptional writing and verbal communication skills, • Strong work ethic and a drive for excellence, • Team player, self-motivated, and entrepreneurial, • Strong project management and research skills, • High attention to detail, • U.S. work authorization required. Firm will not sponsor applicants for work visas at application or in the future. Family Office Highlights • Managing Partner known as one of the top thought leaders and investors in FinTech / AI, • Direct access to one of the most valuable proprietary FinTech datasets in the industry, built over 20+ years, • Investing alongside top-tier institutional co-investors across venture, growth, and public markets, • Access to world-class executives at high-growth companies, • Dominant footprint in one of the largest sectors: financial technology, • Excellent career path, strong and competitive compensation, • Close-knit, high impact team, • Rapidly evolving roles and responsibilities Base Salary: $110,000-$120,000 + bonus

📢 Hiring: Financial Analyst | New York, NY (Hybrid – 3 Days Onsite) 📍 Location: New York, NY (Hybrid – 3 days onsite) 💼 Employment Type: Permanent No 3rd party resumes (Client is accepting only W2)- US Citizens & Green Card Legal/Law firm background experience needed We are seeking a Financial Analyst to join our FP&A and Pricing team in New York, NY. This role will support senior leadership by delivering financial insights, performance reporting, and data-driven analysis to guide strategic decision-making across the firm. The ideal candidate will be comfortable working with large datasets, building financial reports, and presenting insights through dashboards and presentations. Key Skills & Qualifications: • Bachelor’s Degree required, • 4-5 years of Financial Analyst or FP&A experience, • Legal/Law firm background experience needed, • Strong Financial Analysis & Reporting experience, • Advanced Microsoft Excel skills (data analysis, financial models, large datasets), • Proficiency in SQL for data extraction and analysis, • Experience with Power BI dashboards and reporting tools, • Knowledge of SSRS (SQL Server Reporting Services), • Familiarity with Elite 3E or Legal Law firm Softwares., • Experience with financial analytics, trend analysis, and scenario modeling, • Strong PowerPoint presentation and reporting skills, • Ability to analyze data from multiple sources and present actionable insights, • Excellent analytical, problem-solving, and communication skills If you are interested or know someone who might be a good fit, feel free to reach out to me @skolumula@staffingtechnologies OR 9133580027

One of our Financial clients is urgently looking for an IT Business Analyst - Fixed Income. Compensation: $150K - $170K Location: New York City, NY Scope: The Global Markets Post-Trade IT team is dedicated to providing comprehensive support for Fixed Income, Equity/Securities Lending, and Credit Trading applications. Our responsibilities encompass both operational support (functional and technical) and project-related initiatives. The team engages in various phases of application development, including user needs assessment, analysis, design, implementation, delivery, support, and maintenance, all within an Agile framework. We are seeking an Operations IT Business Analyst and Product Owner specializing in the Fixed Income Booking and Post-Trade domain, particularly in areas such as Operations, Compliance, and Accounting. The successful candidate will take on the responsibility of IT Business Analyst and Product Owner within an agile scrum team. He/She/They will provide business analysis on support to end users and manage projects ranging from small enhancements to large-scale initiatives, including business, regulatory, and operational evolutions, as well as strategic efforts aimed at modernizing legacy Back-Office applications. He/She/They will collaborate with Global Market Operation teams mainly, but also with Front Office and other support functions. Key Responsibilities: Business Analysis / Project Management: • Collaborate closely with user representatives (traders, operations personnel, accounting etc.) to gather and document business requirements., • Conduct and document impact and gap analyses., • Evaluate IT solutions to determine the best fit for business needs., • Develop detailed functional specifications for IT development teams., • Define and execute test scripts., • Coordinate User Acceptance Testing (UAT)., • Engage in project scoping and planning, progress reporting, and the identification and management of issues and risks, ensuring effective communication throughout. Proxy Product Owner: • Refine business requests before adding to the backlog, • Build out and maintain the product backlog by writing epics and user stories, • Set the priority of work for the team as per the Business-IT governance, • Ensure compliance of deliverables with risks, security policies and architecture and technology standard, • Engage in project scoping and planning, progress reporting, and the identification and management of issues and risks, ensuring effective communication throughout. Functional Support/ Maintenance: • Provide day-to-day support for Booking and Back Office applications, including booking, straight-through processing, settlement, clearing, reporting, and accounting. Qualifications: • Minimum of 5-7 years of experience in IT business analysis within the finance industry., • Experience with Agile practices and methodologies, and acting as a product owner, • Functional knowledge of Fixed Income activities from an operations perspective including booking, settlement, clearing, reporting and accounting for US broker dealer., • Familiarity with vendor systems (e.g., Summit/Calypso/Murex), • Proficiency in SQL is mandatory., • Strong analytical skills with keen attention to detail, coupled with the ability to propose effective solutions to complex problems., • Proven ability to prioritize and manage multiple tasks in a fast-paced environment.

Seeking a Business Analyst, not a pure Project Manager... Please do not apply if you are not in the NYC metro area. Department Profile This role sits within the Centralized Finance Change team and reports to the Chief Operating Officer. Our team is composed of strong techno-functional who collaborate globally across Finance, Technology, and other divisions, taking full ownership of system and product transformation initiatives. We foster a vibrant and diverse environment, with teams engaged in a wide range of functional and technological deliveries. Our culture emphasizes innovation, inclusion, community engagement, and continuous knowledge sharing. The role we are seeking is a Business Analyst Project Manager with 5+ years of experience to lead the delivery of complex projects and advance data governance initiatives in Finance, preferably in the Capital and RWA domain. The candidate needs to be able to collaborate with cross-functional teams across IT, Finance, and Risk, operating in a dynamic, fast-paced, and high-visibility environment. The candidate is expected to: • Possess strong analytical and communication skills to support initiatives aimed at improving the quality, timeliness, and centralization of data, while also delivering capabilities to enhance financial and regulatory reporting processes., • Document current-state processes and define business requirements, including target-state process design., • Perform and leverage in-depth data analysis to define business requirements and ensure alignment with technology implementation., • Manage and participate in complex cross-functional projects from initiation through execution, ensuring alignment with strategic objectives and timely delivery., • Develop user stories with clearly defined acceptance criteria and coordinate User Acceptance Testing (UAT) planning and test scenarios in collaboration with all stakeholders, including IT, end users, and project teams., • Possess advanced analytical and problem-solving skills with ability to grasp complexities and make sound decisions under pressure and resolve issues efficiently., • Develop a strong understanding of financial products and existing reporting frameworks., • Collaborate with key stakeholders, Technology and Change team to design solutions, prioritize and resolve issues., • Support the testing phase, including defining the testing approach, creating test plans and cases, and tracking testing metrics with all stakeholders., • Advance data governance objectives within the Finance division by updating the data dictionary, data quality controls, and supporting feed governance and data lineage tracking., • Ensure a seamless transition from project execution to business-as-usual (BAU) operations., • Contributed to the delivery of complex capital projects influenced by regulatory requirements and internal initiatives. The candidate should be able to demonstrate the following key skills & competencies: • Over 5 years of experience as a Business Analyst, delivering insights and driving process improvements across cross-functional teams., • Excellent written and verbal communication skills; adept at engaging stakeholders at all organizational levels., • Highly organized with strong attention to detail and a process-oriented mindset., • Proactive self-starter with effective time management skills and a collaborative team approach., • Strong analytical and problem-solving capabilities, with experience in data quality assessments, root cause analysis, and data reconciliation., • Familiar with process design and strategic thinking to support business transformation initiatives., • Strong proficiency in Microsoft Visio and Excel., • Background in Data Governance or Data Lineage initiatives., • Experience working in Agile teams and an understanding of Agile practices and tools such as Rally, JIRA, Alteryx and Power BI are desirable. The following skills & experience are a plus: • Exposure to financial instruments including Fixed Income, Equities, and Derivatives., • Experience in data quality management within financial services or capital markets., • Knowledge of financial statements and regulatory reporting frameworks is an added advantage., • Experience and in-depth knowledge of Basel III Capital & RWA rules and reporting., • Experience in CCAR and/or Regulatory Reports such as 10Q/K, FR-Y9C, FR-Y15, FR-2590, FR-Y14A, etc.

We’re seeking a dynamic and analytical Senior Credit Analyst who thrives in a fast-paced, detail-oriented environment. This individual will play a key role in credit and risk assessment, partnering closely with senior leadership and underwriting teams to support the quality and profitability of the loan portfolio. This is an excellent opportunity for someone who excels in financial analysis, credit evaluation, and decision-making, and is eager to contribute to the development of innovative lending products. • 2+ years of experience in credit analysis or underwriting, reporting directly to the CRO, • Strong focus on cash flow analysis, risk assessment, and loan pricing (including pricing caps), • Required proficiency in advanced Excel and financial modeling, • Core underwriting experience evaluating borrower creditworthiness and repayment ability, • Regular analysis of P&L statements, balance sheets, and bank statements, • Manage deal sizes ranging from $100K to $10M, with CRO involvement on $1M+ deals, • High-volume environment handling ~30 files per day, taking deals from start to finish, • Collaborative work style with other analysts and credit team members, • Preferred experience with Salesforce, plus strong communication and phone skills (including funding calls), • Ideal candidate shows confidence, ownership, and mentoring potential, • Clear growth path toward a Team Lead role with leadership responsibilities, • Strong preference for candidates outside of MCA (merchant cash advance) backgrounds, • Culture is young, fast-paced, and growth-oriented, favoring driven and ambitious individuals, • Fully on-site, 5 days/week - no exceptions, • Role includes credit memo preparation, borrower evaluation, and contribution to credit policy and product development

PLEASE NOTE: WE ARE NOT ACCEPTING ANY 3RD PARTY SOLICITATIONS. ANY SUCH INQUIRIES WILL NOT BE CONSIDERED OR RECEIVE A RESPONSE. WE CAN ONLY WORK WITH DIRECT APPLICANTS WHO ARE AUTHORIZED TO WORK IN THE US WITHOUT SPONSORSHIP. THIS IS AN ON-SITE ROLE FOR LOCAL CANDIDATES ONLY. SOFT's client located in New York, NY is looking for a FINANCIAL PROJECT ANALYST- Telecomm for a long term contract assignment I. SUMMARY OF THE FUNCTION/ROLE The Telecom Services & Expense Management Unit team provides Telecom Services support, Expense and Financial management support for IT. The incumbent candidate will assist in establishing and optimizing processes for the Telecom Services & Expense Management Unit, including but not limited to, establishing processes for management and monitoring spending, analysis, forecasting, financial planning, invoice audit and expense analysis, variance reporting and analysis, forecasting procurement requirements for new purchases, contract modifications, and vendor payments. II. MAJOR RESPONSIBILITIES/ACCOUNTABILITIES • In-depth experience with SQL, data analytics tools like Tableau, and the ability to work effectively with large data reports to ensure accuracy in Identifying cost savings opportunities and optimizing expenditures and invoice overcharges from carriers., • Establish/Optimize process for the preparation and audit invoices, wireless plans and wireless equipment purchases from all carriers, budget variances/ expense reports for the department; Analyze report for data integrity., • Establish/Optimize process to Review Cost Benefit Analyses (CBAs) and ROI., • Establish/Optimize process to Analyze vendor expenses and compare to funding of contract., • Establish/Optimize process to Prepare budget expense variances reports, • Establish/optimize preparation of reports, and analyses in areas such as Machine-to-Machine accounts, forecasts, expense reports, and business forecasts, • Establish/Optimize preparation status reports on in-process and completed projects. To indicate if projects are within budget parameters from both a dollar and time perspective., • Establish/Optimize process to prepare and evaluate mid-year and year-end forecasts, monitor spending, and secure rollover of unspent funds, • Establish/Optimize process to track planned and actual expenses in support of the annual budget process, • Establish/Optimize process to Investigate and resolve overcharges and anomalies found during audit and analysis of wireless vendors accounts III. QUALIFICATIONS Experience and Education Requirements • BS degree in Finance, Accounting or Economics preferred, • 10 Years of Experience in Telecom Services & Expense Management, • Experience with project-based financial management, telecom expense management, budgeting/forecasting and or auditing a plus, • In-depth invoice analysis and audit, • Ability to independently compile, research and perform in-depth analysis of projects and data, • Excellent problem-solving skill and analytical capabilities, • Prior forecasting and reporting experience required, • Strong communication, analytical and data organization / interpretation skills, • Proven ability to multi-task, work under pressure, and meet tight deadlines, • Attention to detail and accuracy is required, • Superior skills with Microsoft Office applications (Excel, PowerPoint, Word, Outlook), • Outstanding organizational and quantitative skills as well as experience managing and resolving complex resource allocation problems, • Ability to perform high-volume work accurately and independently, • Ability to gather business requirements and outline business needs, • Ability to perform financial analysis using various financial system, • Excellent written and oral communications skills, • PeopleSoft Finance Modules, • ServiceNow Reporting Modules

Business Analyst – Global Markets / Credit Markets Technology Join a high-impact Global Markets technology team focused on transforming and modernizing the Credit Markets business through innovative technology, automation, and data-driven solutions. This role sits at the intersection of business, trading operations, and technology, offering the opportunity to work closely with front-office stakeholders, technology teams, and business leaders to enhance the firm’s Credit Markets platform and drive strategic initiatives across a fast-paced trading environment. You will play a key role in improving workflows, optimizing data processes, supporting platform modernization initiatives, and helping shape the future state of Credit Markets technology infrastructure. What You’ll Be Doing: • Partner with business stakeholders, technology teams, and cross-functional groups to gather requirements and translate business needs into scalable technology solutions, • Drive modernization initiatives across the Credit Markets platform, helping improve operational efficiency, workflow automation, and reporting capabilities, • Analyze complex structured and unstructured data flows to improve data quality, consistency, and accessibility across teams, • Develop dashboards, reporting solutions, and business intelligence tools that provide actionable insights for management and trading partners, • Support the integration of internal applications and tools into the broader Credit Markets ecosystem, including automation and reconciliation initiatives, • Identify opportunities to streamline processes and enhance functionality across Global Markets, Securities Financing, and Equities workflows, • Create detailed business requirements, functional specifications, process flows, and use cases for development teams, • Serve as a key liaison between business users and technology teams to ensure alignment on project goals, priorities, and deliverables, • Participate in testing, validation, and implementation of new system enhancements and releases, • Provide ongoing user support, training, and troubleshooting assistance as new solutions are introduced What We’re Looking For: • 5–9 years of Business Analysis experience within Financial Services, Capital Markets, or Credit Markets environments, • Strong understanding of fixed income products, credit trading workflows, and market operations, • Experience working closely with both business stakeholders and technology/development teams, • Strong analytical mindset with the ability to interpret complex data and identify process improvement opportunities, • Experience with workflow automation, reporting tools, and business intelligence platforms, • Excellent communication and stakeholder management skills with the ability to present complex concepts clearly, • Familiarity with Agile methodologies and project delivery frameworks, • Bachelor’s degree in Finance, Business Administration, Economics, Computer Science, or a related field Why This Opportunity: • High-visibility role supporting strategic modernization initiatives within Global Markets, • Opportunity to work directly with front-office business units and technology leadership, • Exposure to cutting-edge trading technology, automation, and data transformation initiatives, • Collaborative, fast-paced environment with strong career growth potential, • Unique opportunity to blend business analysis, financial markets expertise, and technology innovation

NOTES (this is for a major bank in the NYC area). • Hybrid - 3 days onsite, 2 days remote required, • Looking to start ASAP, • Must have at least 3-4 years of LOANIQ experience with agency servicing specifically (will be eventually helping train other team members on LoanIQ), • Strong background of onboarding and booking new transactions, especially in agent servicing, • Need to be able to read a credit agreement (STLA most important), • Understanding of cash reconciliations, research, and resolution and loan servicing, • Would be a perk if they had experience using MS Dynamics but not a must, • Team is about 10 people in size (predominantly in Baltimore), • Interview process would be meeting with HM and two VP's - hopefully all in one sitting OVERVIEW We are looking for an experienced loan operations professional to join the FID Secured Lending (FSL) operations team on a temporary basis. The FSL business is in a period of significant volume growth, and this role exists to provide immediate production capacity in loan booking, participant servicing, and agency servicing — all within LoanIQ. This is a hands-on production role. We need someone who can process transactions from day one with minimal ramp-up. Prior experience at a major syndicated lending institution (agent bank or participant) is essential. KEY RESPONSIBILITIES Loan Booking & Deal Setup • Book new loan facilities in LoanIQ based on credit agreement terms, including deal, facility, and loan-level hierarchy setup, • Extract and input key commercial terms from credit agreements: pricing grids, commitment amounts, maturity dates, repayment schedules, borrowing base structures, financial covenants, • Set up deal economics accurately to support correct regulatory capital calculation, risk exposure, and credit availability, • Coordinate with front office, legal counsel, and product control on deal closing mechanics and funding instructions Participant Servicing • Process lifecycle servicing events for deals where the firm holds a participant position: interest payments, fee payments, principal repayments, rate resets, and rollovers, • Reconcile agent bank notices against LoanIQ records; investigate and resolve discrepancies in payment amounts, rates, or accrual periods, • Monitor and process borrowing base certificates, compliance certificates, and covenant reporting as received from agent banks, • Handle facility amendments, extensions, and waivers on participant positions, updating LoanIQ deal structures accordingly Agency Servicing • Perform agent bank servicing functions in LoanIQ for deals where the firm acts as administrative agent or lead arranger, • Process and distribute interest, fee, and principal payments to the lender syndicate; calculate pro-rata and non-pro-rata distributions, • Manage lender positions following primary syndication, secondary trade settlements (assignments and participations), and commitment changes, • Generate and distribute agent notices to the lender group: drawdown notices, rate-setting notices, paydown notices, amendment and waiver requests, • Process SOFR rate resets, calculate all-in rates including applicable margins and floors, and initiate rollover transactions Controls & Reporting • Ensure all transactions are processed within established SLAs and in accordance with operational procedures and risk controls, • Escalate exceptions, fails, and breaks promptly through the appropriate channels, • Support month-end and quarter-end processing, including accrual verification and GL reconciliation support REQUIRED QUALIFICATIONS – Note- really looking for 5-6 years -Senior Analyst type of role • Minimum 3 years of hands-on experience in syndicated loan operations at a bank, fund administrator, or financial institution, • Direct, daily working experience with LoanIQ — this is non-negotiable. Candidates must be able to navigate deal/facility/loan hierarchies, process servicing events, and troubleshoot system issues independently, • Demonstrated experience in at least two of the following three areas: loan booking/deal setup, participant servicing, agency servicing, • Understanding of SOFR-based lending conventions, including rate lookback mechanics, compounding methods, and fallback provisions, • Ability to read and interpret credit agreements, amendments, and agent notices to extract operational terms, • Strong attention to detail in a high-volume, deadline-driven environment PREFERRED QUALIFICATIONS • Prior experience at a bulge-bracket or large regional bank in a loan operations or loan servicing role, • Experience with structured credit products: CLO warehouses, CRE warehouses, subscription finance / capital call facilities, • Experience with Microsoft Dynamics or similar case management / workflow tools ABOUT THE TEAM Global Loan Services (GLS) supports three business lines across the full loan lifecycle: Structed Lending, Global Capital Markets, and Leveraged Finance Trading. The team operates across New York, Baltimore, London, Glasgow, and multiple locations in India. FSL is the fastest-growing segment of the book. The successful candidate will join a team managing a diverse product set including traditional corporate lending, structured credit warehouses, CRE facilities, and subscription finance. This is a high-visibility function with direct interaction with front office desks, legal, and product control. NOTES FOR STAFFING AGENCIES • Candidates who list LoanIQ on their CV but cannot describe the deal/facility/loan hierarchy, or who cannot walk through a basic interest payment or rate reset workflow, will not be progressed, • We are not looking for project managers, business analysts, or technology implementation profiles. This is a production operations role, • Candidates from non-lending backgrounds (e.g., equity operations, FX operations) will not be considered unless they have direct, recent loan servicing experience in LoanIQ

We are looking for a dedicated Assistant Trader to work under this trader as a Junior Trader. This is a unique opportunity to work directly under a seasoned trader, managing a significant portfolio across multiple accounts. You will be watching the markets, doing deep level research, and executing hundreds of trades per day, primarily in the small cap equities market. We are looking for an individual who "loves the game" of trading but prefers the strategic and analytical side of execution over the high-stress personal risk of independent trading. Whether you are a veteran of the industry looking for a more structured environment or a brilliant engineering mind ready to break into finance, this role offers a direct mentorship path to potentially bigger roles in the future. Responsibilities • Trade Execution & Management: Executing buy and sell orders for various financial instruments, including small cap equities and options contracts., • Deep-Dive Research: Acting as a lead researcher and analyst to identify market inefficiencies and optimize entry/exit strategies., • Operational Optimization: Closely monitoring routing and slippage to ensure the highest quality of execution., • Strategic Growth: Collaborating directly with the head trader to share insights, trends and ideas for optimization., • Performance Reporting and record keeping: Analyzing daily, weekly, and monthly performance metrics to ensure all managed accounts are being monitored. Requirements • Education & Background: A Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or Computer Science (specifically for algorithmic trading) is preferred but not necessary, • Trading Experience:, 1–3 years of experience in market analysis or trading, • Skill Set: Exceptional quantitative, analytical, and risk management skills. You must demonstrate the ability to work under high pressure and make split-second decisions., • Technical Proficiency: Knowledge of programming languages like Python or MATLAB is a significant advantage for our automated and quantitative strategies., • Excellent knowledge of trading protocol - must have a good understanding of market tactics such as short selling and options trading strategies, as well as dark pool routes and bid/ask level 2, • Hungry and highly motivated individual, • Very good communication skills, • Flexible work hours - many days you will be expected to be working 12 hours. —------------- COMPENSATION & BENEFITS • Compensation: USD6,000 - USD8,000

Business Analyst II – Deal Closing & Monitoring (Financial Risk) Midtown Manhattan, NY (Hybrid) Up to $70/hour | 6-Month Contract (Potential for Conversion) Our client, a leading global corporate and investment bank, is seeking a Business Analyst II to join their Deal Closing & Monitoring team within Financial Operations. This is a high-impact, middle office role supporting the full lifecycle of complex lending transactions across multiple business lines. This opportunity offers strong exposure to front office, risk, and legal teams, with the potential to convert to a full-time position. Work Schedule Hybrid: 3 days onsite in Midtown Manhattan, 2 days remote In line with company policy (including select Mondays and Fridays onsite) Position Overview This role sits at the center of the loan lifecycle, ensuring that transactions are accurately executed, properly booked, and actively monitored from closing through repayment. The ideal candidate brings a strong understanding of credit products, attention to detail, and the ability to manage multiple deals in a fast-paced environment. You will act as a key liaison between front office, operations, risk, and clients to ensure seamless execution and ongoing compliance. Key Responsibilities: Deal Closing & Execution • Support pre-closing and closing activities for new credit facilities, • Review credit agreements and validate alignment with approved terms, • Ensure all conditions precedent (CPs) are satisfied prior to funding, • Manage a portfolio of loan transactions from closing through termination, • Monitor borrower compliance with financial and reporting covenants, • Track collateral positions and ensure timely updates and valuations, • Identify and escalate covenant breaches or potential risk issues, • Ensure adherence to internal policies and regulatory requirements, • Partner cross-functionally with Front Office, Risk, Legal, Finance, and Operations teams, • Maintain accurate records, reconciliations, and funding activity tracking, • Assist with process improvements and operational efficiency initiatives, • 5+ years of experience in commercial lending, loan operations, or credit support within a bank or financial institution, • Strong understanding of loan products, credit agreements, and financial statements, • Experience with loan lifecycle processes (closing, booking, monitoring), • Familiarity with Loan IQ or similar loan systems strongly preferred, • Excellent attention to detail and ability to manage multiple transactions simultaneously, • Strong communication and organizational skills, • High visibility role with exposure to multiple business lines, • Opportunity to work closely with front office and senior stakeholders, • Strong potential for full-time conversion, • Competitive hourly rate up to $70/hour If you’re interested in a role that combines deal execution, risk oversight, and cross-functional collaboration within a top-tier banking environment, we’d like to hear from you.

A privately held, multi-generational family office based in New York City is seeking a driven and technologically fluent investment operations professional to support the operational infrastructure, reporting, and data integrity of the family’s investment portfolio. The family office oversees a diverse portfolio of private investment partnerships, public market securities, trusts, and personal entities. It serves as the centralized platform for coordinating investment, financial, tax, estate, and administrative matters on behalf of the family. The organization is intentionally lean and highly collaborative, with a focus on building institutional-quality infrastructure while maintaining a high-touch, service-oriented approach. This role will play a critical part in strengthening the investment operations function, initially through systems implementation and process design, and over time through ongoing oversight of investment accounting, performance reporting, and data governance. Position Overview The Investment Operations Analyst will be responsible for building and overseeing the investment operations infrastructure that supports the family’s portfolio across public and private investments, including complex, multi-entity structures spanning partnerships, trusts, and related investment vehicles. In the near term, this role will partner closely with the Chief Executive Officer and key internal stakeholders to implement core systems, establish workflows, and enhance the integrity of the family office’s investment data environment. Over time, the role will transition into ongoing ownership of investment accounting, performance reporting, and data governance processes — with a mandate to continuously modernize how those functions are performed. The ideal candidate is a detail-oriented, systems-minded, and tech-forward investment operations professional with 4–6 years of experience. They have a strong foundation in alternative investments, a proactive approach to process improvement, and an interest in leveraging modern technology, including AI, to solve operational challenges. Success in this role requires sound judgment, intellectual curiosity, and the ability to operate with discretion in a high-trust family office environment. Key Responsibilities Investment Accounting & Performance Reporting • Oversee the accuracy and completeness of investment data across the portfolio, including capital calls, distributions, valuations, fees, and other transaction activity, • Review and validate monthly and quarterly performance reporting within the family office’s reporting and aggregation platforms, • Prepare and respond to ad hoc reporting and data requests from internal stakeholders, including investment and finance teams, • Serve as the primary steward of investment data across systems, including portfolio accounting platforms and data warehouse environments, • Identify and proactively resolve data discrepancies, outages, and variances across systems, • Partner with the Chief Executive Officer to implement and optimize core investment systems and reporting infrastructure, • Lead workflow design and process development to support scalable and efficient investment operations, • Identify opportunities to reduce manual effort through automation and AI-assisted workflows, • Oversee execution of capital calls, subscriptions, redemptions, and distribution processes across alternative investments, • Coordinate onboarding of new investments in partnership with investment and legal teams, including setup within internal systems, • Collaborate closely with accounting, tax, and finance teams to ensure alignment across reporting, liquidity planning, and entity-level activity, • Monitor client-level cash positions across multiple entities and accounts and track all inflows, outflows and liquidity needs to support investment and operating activities, • Assist in forecasting short- and medium-term cash requirements and identify and escalate potential liquidity gaps or timing mismatches Qualifications & Experience • Bachelor’s degree in Accounting, Finance, Business Administration, or related field required, • 4–6 years of relevant experience within investment operations, fund administration, or financial services, • Demonstrated experience supporting alternative investments, including private equity, hedge funds, and other limited partnership structures, • Experience within a family office, multi-family office, RIA, or fund administrator environment preferred, • Demonstrated experience navigating complex, multi-entity investment structures, including partnerships, trusts, and interrelated entities, • Experience with investment reporting and portfolio systems such as Addepar, Masttro, Arch, Canoe, Black Diamond, or similar, • Fluency in data and analytics and comfort working with data and reporting tools such as Advanced Excel, Power BI, or Tableau, • Demonstrated proficiency with AI tools in a professional or academic setting — examples of use cases a strong plus (Microsoft Copilot, ChatGPT, Claude, Gemini, or similar), • Prior experience supporting systems implementation and process improvement initiatives, • Strong organizational and project management skills with the ability to manage multiple competing priorities, • Genuine interest and enthusiasm for identifying how AI and technology improvements can create value not just in operations, but across the entire family office Key Success Metrics • Accurate and timely investment performance reporting across all asset classes, • Consistency and integrity of investment data across systems and reporting outputs, • Successful implementation and optimization of core investment systems and workflows, • Measurable reduction in manual processes through technology and automation initiatives, • Effective adoption of AI and modern tools — both within investment operations and across the organization, • Effective coordination across internal teams and external partners Culture Fit This role requires a high degree of discretion, accountability, and attention to detail. The ideal candidate is intellectually curious, highly organized, and motivated by building systems and processes that support long-term decision-making. Beyond technical skills, the family office is specifically looking for someone who is energized by technology — not just comfortable with existing tools, but genuinely excited to explore, evaluate, and implement new ones. Success in this environment requires comfort operating in a lean, collaborative team where individuals are expected to take ownership, operate with sound judgment, and contribute across functions. A service-oriented mindset and the ability to navigate complex, multi-entity structures with professionalism and care are essential. Compensation: $150,000 – 175,000 per year, dependent on experience, plus comprehensive benefits Job Type: Hybrid (expected on average 3 days per week in-person); office located in New York City

We are seeking a highly motivated individual to join our Finance team as a Senior Financial Analyst. The role will support the Deputy CFO in budgeting, reporting and analyzing results across its operations. To ensure appropriate business reporting functions are set up allowing each Business Unit to measure their Key Financial Performance Indicators and satisfy their statutory and regulatory reporting responsibilities with regards to financial data, and to ensure that all responsibilities are completed in accordance with Company policies. Primary Responsibilities • Provide high quality and timely advice, information, analysis, reporting and interpretation to support effective decision making and performance management., • Develop an understanding of the business and support reporting to each team., • Understand the drivers of business performance, identifying trends, areas of opportunity or remedial action and influence the implementation of initiatives to address these., • Production of finance packs with commentary., • Support the improvement of management reporting and analysis., • Support in the maintenance of team structures and systems., • Resolve queries with regard to management reporting, helping to ensure the accuracy of reported results., • Help to maintain and improve financial reporting IT systems., • Understand the current business processes and assist in the development of systems and procedures to ensure strong financial controls are run across relevant business units within Howden US., • Support supervisors to deliver group objectives., • Develop strong working relationships with the wider Finance team., • Support business units in the setting of annual budgets and mid-year forecasts. Qualifications • Bachelor’s degree in accounting or finance, CPA plus, • Solid knowledge of financial analysis, budgeting and forecasting, • A strong background working in a matrix organisation, Insurance broking experience essential, • 4+ years of relevant professional experience, • Knowledge of US GAAP, • Strong attention to detail and pride in work is critical, • Strong problem-solving skills and the ability to work well independently and within a team is critical, • Strong sense of urgency, with ability to multi-task, balance multiple priorities and perform in a fast-paced environment, • Strong project and task management skills, • Strong written and verbal communication skills, • Proficient in Excel, Word, PowerPoint, etc., • Legally authorized to work in the US Compensation and Benefits The expected base salary range for this role is $120,000 - $150,000; actual base salary will be determined based on factors including candidate experience and work location. This role is classified as exempt under the Fair Labor Standards Act (FLSA). In addition to a competitive base salary, employees are eligible to receive a discretionary bonus. Howden also offers a variety of benefits and programs, subject to eligibility, including: • Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts, • 401(k) retirement plan, • Flexible Paid Time Off and paid parental leave, • Life and Disability insurance What do we offer in return? A career that you define. Our business succeeds by allowing our people to make a mark in the areas they care about most: personal development, volunteering, and fundraising for charity, or creating new insurance products that address society’s greatest challenges. And we know that separate home and work lives don't really exist. If you're happy and healthy at home, you're more likely to be happy and fulfilled at work – and vice versa. That's why we do our best to support our people in every aspect of their lives. Diversity and Inclusion At Howden we value diversity - there is no one Howden ‘personality type’. Instead, we’re looking for individuals who share the same values as us: • Our successes have all come from someone brave enough to try something new, • We support each other, in the small everyday moments and the bigger challenges Our sustainability promise We’re on a life-long journey to become an ever-more sustainable group. It's a commitment to taking care of our people and the world we live in, to doing good business, and to making a positive impact wherever we can. Our governance processes, company policies, and review systems are all geared towards our goal of making a positive impact in the world. You can read more about our sustainability work ___

Role Profile The Rohatyn Group (TRG) is seeking a motivated Finance Analyst to join our Finance team in New York. This role will support core financial planning & analysis (FP&A) activities, including budgeting, forecasting, reporting, and business analysis. We are open to candidates at both the entry-level (recent graduates) and early-career (1+ years of experience) stages. The level, responsibilities, and compensation will be aligned based on the candidate’s experience and skill set. Key Responsibilities • Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures., • Create and maintain forecasting/budgeting P&L, balance sheet, and cash flow models as well as the development of financial models to address business needs., • Identify, track and analyze key metrics / trends that impact the business., • Review monthly expense results with functional department heads., • Work closely with various levels of global finance team to ensure alignment on priorities and direction., • Identify and act on opportunities to automate, streamline and improve reporting and budgeting procedures., • Support day-to-day operations with various finance functions., • Provide cost/benefit analysis of various financial elements of potential new initiatives., • Assist in the preparation of quarterly management presentations/reporting packages., • Ad-hoc analyses as needed. Development Value • This is a unique opportunity to contribute and learn as part of Finance, working with highly experienced professionals and teams located globally., • Exposure to multiple facets of an Emerging Market focused asset manager, • Opportunity to interact with all roles at TRG. Requirements • Undergraduate or Bachelor’s degree in Finance, Accounting, Economics, or a related field, • 0–2+ years of relevant experience in finance, accounting, or FP&A, • Strong Excel skills (pivot tables, financial modeling).Experience with Power BI or similar tools a plus, • Basic understanding of financial statements and basic accounting principles, • Strong analytical, problem-solving, and communication skills Compensation Salary Range: $68,000 – $90,000 base salary, commensurate with experience. This role may also be eligible for a discretionary annual bonus and benefits package.

A leading Law Firm is seeking a Financial Analyst to join its FP&A and pricing team. This role sits at the intersection of finance and data, supporting senior leadership with insights around financial performance, profitability, and operational trends. This is a hands-on position for someone who enjoys working with large datasets, building reporting, and translating data into clear, actionable insights. What You’ll Be Doing • Build and deliver recurring financial reporting (weekly, monthly, quarterly) for leadership, • Extract and analyze data from multiple systems and data sources, • Support ad hoc requests related to financial performance, client profitability, and operational trends, • Validate and maintain reporting dashboards and ensure data accuracy, • Create and modify structured reports and reporting outputs as needed, • Partner with finance, accounting, and business teams to gather and analyze data, • Assist with budgeting, forecasting, and variance analysis, • Support leadership with presentations and data-driven insights, • Identify trends, anomalies, and opportunities through detailed analysis Required: • 4 years of experience in financial analysis ideally coming from a Legal background, • Advanced SQL skills with experience querying and working with large datasets, • Advanced Excel skills (pivot tables, data manipulation, modeling), • Experience with data visualization tools (Power BI, Tableau), • Strong analytical and problem-solving skills, • Ability to translate complex data into clear insights Bonus Skills: • Experience working with data warehouses or multiple data sources, • Exposure to structured reporting tools (e.g., SSRS or similar), • Experience in professional services or similar business models, • Experience with budgeting, forecasting, or scenario modeling

Title: IT Portfolio Manager Location: New York, NY 10010 (3 days on-site) Duration: 6 Months Contract with Possible of extension Job Description: We are seeking a motivated IT Portfolio Manager to join our core enterprise technology team supporting Life Insurance’s Strategic Businesses. This role will report to the Head of IT Operations and partner closely with line of business CIOs to shape, govern, and optimize the enterprise technology portfolio in alignment with our strategic roadmap. The focus will be on driving Technology, Data, and AI investment decisions, maximizing business value, and ensuring alignment across initiatives that enhance operational efficiency, enable growth, and improve customer outcomes. The candidate will play a pivotal role in managing the end-to-end technology portfolio, ensuring initiatives are prioritized, funded, and executed in a way that delivers measurable business impact. This includes supporting multiple lines of business across key areas such as AI enablement, data strategy, platform modernization, cybersecurity, and operating model transformation. The role requires strong strategic thinking, financial acumen, and cross-functional influence, rather than hands-on delivery management. The ideal candidate will bring an enterprise mindset, with the ability to engage senior technology and business leaders, balance competing priorities, and identify opportunities to drive synergies and scale across diverse insurance businesses. Key Responsibilities 1. Portfolio Strategy & Governance • Manage and continuously evolve the multi-year, multi-business technology portfolio, ensuring alignment with enterprise strategy and business priorities, • Drive portfolio prioritization, intake, and investment planning, balancing value, risk, and resource capacity, • Support CIOs and business leaders in translating strategy into actionable technology roadmaps, • Maintain our multi-year, multi-business technology roadmap in alignment with our technology charter, business objectives, and stakeholder priorities., • Identify opportunities to drive standardization, reuse, and scalability across platforms and solutions, • Stay informed on emerging technologies (e.g., AI, data platforms) and assess their impact on portfolio strategy, • Establish and monitor governance frameworks to ensure transparency, accountability, and alignment across initiatives, • Identify and manage interdependencies across programs to optimize sequencing and outcomes 2. Value Realization & Performance Management • Define and track KPIs and success metrics to measure portfolio performance and business impact, • Partner with finance and business stakeholders to evaluate investment cases, track benefits realization, and optimize spend, • Provide regular portfolio-level insights and reporting to senior leadership, highlighting risks, trade-offs, and opportunities, • Ensure portfolio and program financials and benefits are clearly understood and closely tracked for performance., • Drive continuous improvement in portfolio management processes, tools, and reporting frameworks 3. Stakeholder & Executive Engagement • Serve as a strategic liaison across Strategic Businesses IT, individual business units, and corporate technology teams, • Facilitate executive-level discussions on priorities, trade-offs, and investment decisions, • Influence alignment across stakeholders to ensure cohesive execution of enterprise-wide initiatives, • Prepare and deliver clear, concise portfolio updates to senior leadership Qualifications • 5-8 years of experience managing and delivering technology projects in Insurance / Financial Services., • Strong Powerpoint skills and ability to turn data into exec level visualizations, • Highly proficient in AI prompting to assist in productivity using tools such as ChatGPT, MS Copilot, Gemini, and Claude., • Strong technical understanding of software development, IT infrastructure, and AI emerging technologies., • Product owner and business analyst experience are a plus, • Proven ability to manage multiple priorities in a fast-paced, matrixed environment., • Strong interest and curiosity in technology innovation, AI tools, and designing more efficient ways to work., • Expertise in tools such as Jira, MS Office 360, or similar., • Exceptional communication, problem-solving, • Bachelor’s degree in Computer Science, Engineering, Information Systems, Business Administration, or a related field; advanced degree or certifications (e.g., PMP, Agile, Scrum Master) are a plus.

Job Description: We believe in bold ideas, diverse perspectives, and the drive to transform knowledge into impact. Here, your curiosity fuels progress, your voice shapes innovation, and your ambition helps redefine what's possible within science and learning. We are a culture that obsesses over impact, challenges, and drives what's next to power infinite possibilities for our customers, colleagues and society at large. About the Role: Wiley is executing a focused portfolio transformationthrough M&Ato accelerate its evolution as a research and learning company. The Director, Finance M&A is a newly created role within FP&A, to give that agenda the dedicated capacity and business partnership it requires. The role partners closely with commercial and operational leaders to align on revenue assumptions, growth drivers, and synergy commitments, translating these discussions into robust, financially sound transaction analyses. It requires credibility and influence across Corporate Development, the business units, and the operational teams ultimately responsible for delivering synergies. This is a highvisibility, executionfocused role with direct exposure to the CFO, CEO, ELT, and external stakeholders, offering a clear development path toward senior leadership within FP&A or Corporate Development. The role reports to the SVP of FP&A. Job Responsibilities: Transaction Analysis & Business Partnering • Lead financial analysis for acquisitions, divestitures, and strategic partnershipsonbuy-side and sell-side, • Own the Finance workstream during due diligence: quality of earnings, working capital, synergy modeling, and integration/separation cost estimation, • Partner with business and operational leaders to develop and pressure-test revenue assumptions, growth drivers, and synergy targets ensuring financial models reflectproper valuation, • Collaborate closely with Corporate Development, bringing FP&A's proximity to internal data, business context, and financial planning processes to improve deal evaluation FP&A M&A Integration • Own hypotheticalM&Ascenario planning end-to-end, relieving capacity pressure on the broader FP&A team, • Translate active and pending transactions into the operating financial plan: carve-outs, integration budgets, stranded cost analysis, and pro forma modeling, • Maintain a live deal pipeline tracker with financial context, updated for leadership review on a regular cadence Post-Close Financial Integration • Own post-close financial integration, working within FP&A to establish reporting structures, chart of accounts alignment, and financial process setup for newly acquired or divested businesses, • Oversee all traditional post close activities includingbut not limited tosynergy realizationand integration cost commitments, • Serve as the financial integration lead across Finance, Accounting, Treasury, and Tax during the post-close period Capital Allocation & Reporting • Develop financial frameworks to evaluate portfolio composition, ROIC, and capital deployment across inorganic activity, • Support CFO, FP&A, and Investor Relations with M&Arelated financial narrative for earnings, Board materials, and management presentations, • Contribute to Finance Transformation objectives building a repeatable, disciplined M&A finance playbook that institutionalizes best practices across the team Team & Resource Management • Manage contingent and/or offshore analyst support to flex capacity with deal activity, • Build and advance due diligence templates, integration checklists, and scenario planning frameworks that make the broader FP&A team more effective over time Required Qualifications: • Proven experience in investment banking, corporate development, FP&A, or a dedicated M&A finance function, • Demonstrated experience contributing to financial due diligence on buy-side and/or sell-side transactions, with particular emphasis on business partnering and assumption development alongside modeling, • Experience working across commercial and operational functions to align on synergy targets and integration plans is strongly valued, • Post-close financial integration experience is a plus but not required, • Industry background in publishing, technology, information services, data/analytics, or SaaS preferred but not required, • Strong financial modeling and valuation skills: DCF, accretion/dilution, synergy builds, working capital and quality of earnings analysis., • Fluency in separation accounting, carve-out financials, and stranded cost modeling, • Exceptional business partnering skills able to engage credibly with commercial and operational leaders and translate qualitative business insight into financial assumptions, • Clear, direct communicator who can synthesize complex analysis for the CFO, CEO, andELT Preferred Qualifications: • 7+ years in investment banking, corporate development, FP&A, or a dedicated M&A finance function. We power infinite possibilities. For more than 200 years, we've transformed knowledge into discoveries that shape the world. Today, our global team of innovators, creators, and experts is driving what's next in science, education, and publishing-creating impact that reaches everywhere. We're not just observers of progress. We're the ones accelerating scientific breakthroughs, advancing learning, and sparking innovation that redefines entire fields and improves lives. Here, your talent matters. Your ideas have room to grow. And your work creates breakthroughs that can change everything. Wiley is an equal opportunity/affirmative action employer. We evaluate all qualified applicants and treat all qualified applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, genetic information, or based on any individual's status in any group or class protected by applicable federal, state or local laws. Wiley is also committed to providing reasonable accommodation to applicants and employees with disabilities. Applicants who require accommodation to participate in the job application process may contact for assistance. We are proud that our workplace promotes continual learning and internal mobility. Our values support courageous teammates, needle movers, and learning champions all while striving to support the health and well-being of all employees. We offer meeting-free Friday afternoons allowing more time for heads down work and professional development, and through a robust body of employee programing we facilitate a wide range of opportunities to foster community, learn, and grow. We are committed to fair, transparent pay, and we strive to provide competitive compensation in addition to a comprehensive benefits package. The range below represents Wiley's good faith and reasonable estimate of the base pay for this role at the time of posting roles either in the United Kingdom, Canada or USA. It is anticipated that most qualified candidates will fall within the range, however the ultimate salary offered for this role may be higher or lower and will be set based on a variety of non-discriminatory factors, including but not limited to, geographic location, skills, and competencies. When applying, please attach your resume/CV to be considered. Salary Range: 145,200 USD to 212,800 USD#LI-JG1 Job Posting Title: Director of Finance - M&A Location: Hoboken (HQ), NJ, USA

Business Systems Analyst / Extendable W2 only 6-month Contract / Onsite 1 day per week, New York, NY $28-32/hr. W2 Pay Rate Summary: The Business Systems Analyst will be a key member of the Premium Brands team, working closely with the Product Manager, Engineering, and cross-functional teams (UX, Merchandising, Marketing, Finance) to drive technology that supports the brands on the Shopify platform. This role oversees requirements, analysis, and planning to ensure magical, unified omni-channel experiences that deliver real business value. The analyst is a strategic partner responsible for translating complex business needs into actionable technical requirements. Responsibilities: • Collaborate with the Product Manager and key stakeholders to develop the Technology delivery roadmap for Premium Brands., • Gather, interpret, and document detailed requirements, business rules, process flows, and use cases to drive successful feature delivery., • Serve as the subject matter expert in the functional area, championing the needs of the customer and business stakeholders throughout project execution., • Follow and champion agile methodologies, actively maintaining the Jira backlog by creating, refining, and prioritizing user stories with Engineering and Analytics teams., • Define metrics of success and analyze results to proactively identify opportunities and enhancements for the platform., • Manage change requests in relation to project plans to ensure agreed-upon deadlines are met., • Support daily end-users, troubleshoot technical issues, and improve processes by communicating needs and documenting requirements for system enhancements., • Work with the Enterprise Account Manager at Shopify and the Engineering lead to bring new features and functionality to life., • Drive Product Lifecycle Management (PLM) activities, acting as the subject matter expert for systems like Centric and Bamboo Rose., • Support merchandising and financial planning solutions (e.g., S5 Stratos, Anaplan) to ensure seamless data flow and process adoption., • 1-3 years of relevant experience, supporting retail, e-commerce, and/or data technology systems is a plus., • Knowledge of Agile methodology and the software development life cycle., • Experience with the Shopify Platform is strongly preferred., • Experience working with Product Lifecycle Management (PLM) tools (e.g., Bamboo Rose, Centric) and Planning systems (e.g., S5 Stratos, Anaplan), in addition to Data Visualization tools (Looker, Tableau)., • Strong ability to understand business processes and translate pain points into technical requirements., • Experienced using key project documentation tools (activity diagrams, process flows, user stories, test case definitions)., • Proven data-driven mindset and ability to research and analyze data to find solutions to complex problems., • Strong verbal and written communication skills with the ability to influence peers and senior management.

Come join something special, something better. Excellent growing SaaS Company offering competitive salary, great benefits, tons of perks and offerings! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $90,000 - $115,000 per year A bit about us: Join our exciting fast paced company as a Senior Analyst, Corporate FP&A! This is a fantastic opportunity to make a significant impact within a growing company, while also gaining exposure to senior leadership and strategic decision-making. This role will be responsible for overseeing financial planning and analysis, providing strategic insights and recommendations to senior management, and playing a pivotal role in guiding the financial decisions of the company. The ideal candidate must have a strong understanding of SaaS business models and key metrics, as well as a proven track record in financial modeling and analysis. Why join us? Fantastic benefits. • Flexible hybrid schedule (choose your days, half day Summer Fridays), • Medical, Dental, Vision, and Life Insurance plus AD Disability Insurance, • Retirement Plan, • Paid Time Off and Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs) Job Details Responsibilities 1. Drive the financial planning and budgeting processes for the company, working closely with various department heads to develop and refine their budgets and forecasts., 2. Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets., 3. Identify, track, and analyze key metrics that impact the business., 4. Develop and maintain complex financial models to support decision making related to complex business issues including valuation, forecasting, and scenario analysis., 5. Prepare monthly, quarterly, and annual financial reports for management and board of directors., 6. Manage and develop automated reporting and forecasting tools., 7. Provide strategic financial input and leadership on decision-making issues affecting the organization., 8. Evaluate and advise on the impact of long-range planning, introduction of new programs/strategies, and regulatory action. Qualifications: 1. Bachelor's degree in Finance, Accounting, Economics or a related field. MBA or equivalent is preferred., 2. Minimum 5 years of experience in financial planning and analysis, preferably in a SaaS business., 3. Proven experience with financial modeling, budgeting, and forecasting., 4. Strong understanding of SaaS business models and key metrics., 5. Excellent analytical and problem-solving skills, with the ability to be detail-oriented while also seeing and understanding the big picture., 6. Strong proficiency in Excel and financial software applications., 7. Ability to work effectively in a dynamic, changing environment and to adapt while focusing on key goals and objectives. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 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Senior Financial Analyst Needed // Construction Industry Client // Excellent Compensation Package and Growth Potential This Jobot Job is hosted by: Kyle Beard Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $85,000 - $110,000 per year A bit about us: Our client is a nationally-known, full-service construction company with four diverse business groups: Civil, Paving, Building, and Industrial. Why join us? Our client is a career destination with countless opportunities for advancement, and a world-class family culture that is centered around creating the best possible environment for our people to thrive. Job Details Primary Responsibilities • Lead financial planning activities including budgeting, forecasting, and long-range planning., • Develop advanced financial models to evaluate investments, business scenarios, and performance trends., • Provide actionable insights through dashboards, presentations, and management reporting., • Track key financial metrics, analyze variances, and highlight risks and opportunities., • Drive the preparation of annual budgets and periodic forecasts in collaboration with leadership., • Conduct profitability and cost-benefit analyses to influence business decisions., • Support month-end and quarter-end close processes with deep-dive analysis., • Ensure accuracy and consistency in financial systems and reporting., • Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or Master’s preferred)., • 5+ years of progressive experience in financial analysis, corporate finance, or FP&A., • Strong expertise in financial modeling and Microsoft Excel., • Experience with BI tools (Power BI, Tableau) and ERP systems (SAP, Oracle) preferred., • Solid knowledge of accounting principles and financial statements., • Exceptional analytical, critical thinking, and problem-solving skills., • Strong communicator who can explain complex concepts to diverse stakeholders., • Organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

At the end of this journey, you'll become a proud member of Hack The Box, with the ultimate mission to raise cyber resilience, so that every organization can stay ahead of tomorrow’s threats.🚀🔒💻 As a Staff Performance Data Analyst, you will be the analytical engine behind our most important client relationships. Your mission is to use data to prove the ROI of our cybersecurity training platform. You will navigate complex datasets using SQL and Python to uncover how our training impacts human risk, then use your storytelling expertise to present these insights to executive-level stakeholders. • US (East Coast preferred), • Fully Remote This role sits on our Federal Sales team, reporting to our SVP of Global Federal & SLED. The team consists of account executives and collaborates closely with BDRs, Solutions Engineers, and Customer Success. The role works closely with the Data Engineering team. • Looker, Excel, Python, SQL, Snowflake 1. Strategic Client Consultation • Partner with stakeholders in Federal agencies to translate their specific security compliance needs into data-driven success plans., • Translate business requirements from senior leadership stakeholders in the USG into technical data solutions. 2. ROI Modeling & Data Storytelling • Use Python and SQL to extract and manipulate large datasets, identifying correlations between training engagement and a reduction in security incidents., • Creating interactive dashboards and presentations (e.g., Tableau, Power BI, Looker) to showcase ROI and performance metrics., • Ability to create data visualizations for a variety of levels in the USG 3. Actionable Behavioral Insights • Perform deep-dive analysis on user behavior and simulation logs to identify "high-risk" cohorts., • Provide tailored recommendations to clients on how to optimize their training curriculum based on marketing-style engagement metrics (open rates, click-through rates, and completion velocity). 4. Technical Data Integrityelite • Maintain a high standard of data hygiene by auditing the flow of training logs from the platform to the reporting layer., • Utilize Excel for rapid prototyping of financial models and ad-hoc "what-if" risk analysis for client presentations. 5. Stakeholder & Relationship Management • Lead "Executive Business Reviews" (EBRs) where you present the narrative of the client’s security evolution., • Collaborate with internal Product and Data Engineering teams to ensure our platform’s telemetry meets the evolving reporting needs of the market. Technical Mastery • Data Manipulation: Can translate raw data into useful insights for executives; Expert-level SQL or Snowflake for querying complex relational databases; Experience with Python for data cleaning, automation, and statistical analysis., • Visualization: Mastery of Looker, or other visualization tools, to create "at-a-glance" executive views and deep-dive operational reports., • Communication: Ability to command a room of Senior Leaders and explain technical data in a clear, persuasive manner., • Presentation: Expert at building slide decks that tell a cohesive story—not just showing charts, but explaining what they mean for the mission and risk., • Client Success & Marketing: Understanding of churn metrics, adoption rates, engagement funnels, and learning metrics., • Industry Context: Familiarity with client success metrics. Familiarity with the ed tech industry is a plus., • 🎯You'll have the exhilarating opportunity to contribute to a product that is highly appreciated by users and the cybersecurity community at large., • 🎯 You'll experience a highly supportive and caring environment, fostering growth, flexibility, and autonomy., • 🎯 You'll embark on an exciting journey of continuous learning and problem-solving, leveling up as our organization grows., • 🎯 Most importantly, you'll have a blast at HTB 🥳 because fun is an essential ingredient in our recipe for success! Just wait until you see our global meet-ups!, • Base Salary: USD 150,000 - 180,000, • Medical, Dental & Vision (employee coverage 100% paid for by Hack The Box), • 401K w/ employer match, • Employer-paid Life and AD&D Insurance, • Supplemental Life Insurance, • Short-term and Long-term Disability, • Healthcare and Dependent Care FSA, • Paid paternity & maternity leave, • 25 annual leave days, • Home Office Allowance, • Dedicated budget for training and professional development, participation in conferences, • State-of-the-art equipment, • Full access to the Hack The Box lab offerings; so you can learn how to hack 😉, • Level 1: To complete level one’s objective, submit your application., • Level 2: Chat with Talent Acquisition to share your achievements and professional story, • Level 3: Meet the hiring team. Level’s objective: connect with the hiring team and share with them your achievements., • Level 4: Complete an assignment - the perfect way to showcase your skills., • Level 5: Connect with a senior leader, • Level 6: You've officially received an offer from HTB! To complete the last level and the Quest, all you need to do is accept the offer., • Quest complete. Congratulations, you’re officially one of us 🥳🎉🎇Your next quest: complete the onboarding. Hack The Box (HTB) is the cybersecurity upskilling and talent development platform trusted by individuals, enterprises, and government agencies to sharpen offensive and defensive capabilities. Powered by a vibrant global community and hands‑on, real‑world training, HTB helps security teams practice like attackers, validate skills continuously, and move faster against emerging threats. We’re scaling rapidly across the enterprise market—especially in Financial Services, MSSPs, and Technology—and we’re just getting started. If you’re excited to turn technical depth into crisp stories, to shape a category, and to fuel measurable growth in a fast, collaborative environment—come build with us. 🚨 Exciting News: • We are super proud to share that Hack The Box’s entities in the US, the UK & Greece have been certified as a Great Place to Work (2024-2026)., • Furthermore, Hack The Box’s Greek entity has been listed by the Great Place to Work Institute in the Top 5 of Best Workplaces for three consecutive years (4th, 2nd, 3rd), • On the European level, the Greek entity has been listed as Best Workplace in Europe for three consecutive years At Hack The Box, we are committed to fostering a diverse, inclusive, and equitable workplace. We believe that diversity enriches our performance, services, and the communities we serve. As such, we ensure that all job applications are considered solely based on merit, skills, and qualifications. We do not discriminate on grounds of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are dedicated to providing a fair and respectful work environment that reflects our values. Hack The Box participates in E-Verify. For more information, please click ___ and ___

Job details About Us: The people of Memorial Sloan Kettering Cancer Center (MSK) are united by a singular mission: ending cancer for life. Our specialized care teams provide personalized, compassionate, expert care to patients of all ages. Informed by basic research done at our Sloan Kettering Institute, scientists across MSK collaborate to conduct innovative translational and clinical research that is driving a revolution in our understanding of cancer as a disease and improving the ability to prevent, diagnose, and treat it. MSK is dedicated to training the next generation of scientists and clinicians, who go on to pursueour missionat MSK and around the globe. Exciting Opportunity at MSK:SeniorFinancial Analyst At Memorial Sloan Kettering (MSK), our Finance Division is central to advancing patient care, research, and operations.As aSr.Financial Analyst,you'llprovide analysis, reporting, and decision support thatdrivestrategic initiatives across the institution. This role offers the opportunity to collaborate with senior leadership, support key projects, and directly influence MSK's financial performance and planning. Role Overview * Prepare,monitor, and analyze annual operating, capital, and special project budgets * Develop justifications for budget requests and track financial performance * Produce monthly variance and expense reports, investigating unusual variances and recommending solutions * Collaborate with senior management to support financial planning and forecasting activities * Deliver analytical support fornew programs, grants, compliance, and strategic planning initiatives * Create and interpret reports on trends,utilization, and staffing metrics * Independently manage small to medium-sized projects, including financial and operational analysis * Represent the department in meetings, presenting financial insights and recommendations * Maintainproficiencyacross financial systems, ensuring accuracy and integrity of postings and reports Key Qualifications * 5+years ofprogressivefinancial, budget, or accountingexperience in a healthcare or academic medical center environment * Demonstrated financial experience supporting Radiology and/or other clinical departments * Strong background in financial reporting, analysis, and variance management * Experience with advanced Excel functions; knowledge ofStratapreferred * Demonstrated ability to work independently, manage competing priorities, and communicate effectively with stakeholders Core Skills * Advancedproficiencywith Microsoft Office Suite, especially Excel,and Wordand PowerPoint * Strong analytical ability to interpret complex financial and statistical data * Excellent written and oral communication, including presentation and report writing skills * Detail-oriented, collaborative team player with sound judgment and problem-solving abilities Additional Information: * Schedule: Hybrid,primarilyremote with flexibility to comeonsiteas neededfor key meetings, stakeholder engagement, and team collaboration * Location: 633 Third Avenue, New York, NY * Reporting to: Senior Finance Manager, Division of Finance Helpful Links: Pay Range: $100,600.00 - $161,000.00 FSLA Status: Exempt Closing: At MSK, we believe in fair, competitive pay that reflects your job, experience, and skills. MSK is an equal opportunity and affirmative action employer committed to diversity and inclusion in all aspects of recruiting and employment. All qualified individuals are encouraged to apply and will receive consideration without regard to race, color, gender, gender identity or expression, sexual orientation, national origin, age, religion, creed, disability, veteran status or any other factor which cannot lawfully be used as a basis for an employment decision. Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

Thank you for considering Progyny! We're hiring a Solutions Analyst to be the operational lead for our external eligibility and enrollment vendor integration. You'll be the daytoday point of contact for the vendor, own file/data workflows from intake to resolution, and stand up scalable processes for exception handling, reconciliations, and change requests. You'll help build and manage new workflows to support peak enrollment and ongoing operations. This is a handson, detailoriented role for someone who loves connecting business needs to technical systems, diving into files, finding root causes fast, and getting crossfunctional partners (internal and external) aligned on a clear fix. What you'll do... * Systems & Vendor Integration: * Serve as the primary operational POC to our enrollment/eligibility vendor-triage issues, drive SLAs, and maintain clean communication loops. * Lead daytoday file exchange operations: monitor inbound/outbound files, validate formats, track acknowledgements, and ensure data integrity across platforms. * Analysis, Exceptions & Reconciliations * Review and analyze enrollment eligibility data (e.g., JSON/CSV flat files); perform rootcause analysis on exceptions and data mismatches. * File, track, and resolve issues in vendor and internal ticketing systems; document resolution paths and preventative measures. * Run manual enrollment keying when needed and manage manual term and premium/billing reconciliations between systems. * Process, Documentation & Testing * Author playbooks, SOPs, and other resources for exceptions, reconciliations, and goforward maintenance. * Stakeholder & Change Management * Partner with Product, Engineering/IT, Finance/Billing and Client Solutions on group profile updates, new implementations, and change requests. About you... * Bachelor's degree in Business Administration, Industrial Engineering, Information Systems, Computer Science, Data Analytics, or a related field. * 3-5 years in insurance or benefits operations, systems/business analysis, or vendor integrations with direct experience in eligibility and enrollment to billing data flows. * Handson experience with data files, integrations and error handling. * Demonstrated rootcause analysis skills and an ability to translate technical findings into clear action plans for nontechnical stakeholders. * Strong Excel (lookups, pivots), comfort with large datasets; familiarity with SQL for adhoc validation is a plus. Salesforce knowledge preferred. * Proven stakeholder management with external vendors and crossfunctional teams; calm under pressure, excellent written and verbal communication. * Process mindset: can document workflows, design controls, and drive continuous improvement. * Self-starter who takes initiative, works independently, and thrives in a fast-paced, constantly changing environment * Able to work a hybrid schedule of 3 days/week in our NYC office Please note: This is not a digital nomad or remote international position; candidates must be based in the United States. Progyny is unable to provide visa sponsorship for this position. Candidates must be authorized to work in United States without the need for sponsorship, now or in the future. About Progyny: Progyny (Nasdaq: PGNY) is a global leader in women's health and family building solutions, trusted by the nation's leading employers, health plans and benefit purchasers. We envision a world where everyone can realize dreams of family and ideal health. Our outcomes prove that comprehensive, inclusive and intentionally designed solutions simultaneously benefit employers, patients and physicians. Our benefits solution empowers patients with concierge support, coaching, education, and digital tools;provides access to a premier network of fertility and women's health specialists who use the latest science and technologies; drives optimal clinical outcomes; and reduces healthcare costs. Our mission is toempower healthier, supported journeys through transformative fertility, family building and women's health benefits. Headquartered in New York City, Progyny has been recognized for its leadership and growth as a TIME100 Most Influential Company, CNBC Disruptor 50, Modern Healthcare's Best Places to Work in Healthcare, Forbes' Best Employers, Financial Times Fastest Growing Companies, Inc. 5000, Inc. Power Partners, and Crain's Fast 50 for NYC. For more information, visit ___. Our perks: * Family friendly benefits: Paid family and parental leave, preconception, fertility and family building benefits (including egg freezing, IVF, and adoption support), family and pet care fund, and Parents' Employee Affiliation Group * Menopause and midlife care * Health, dental, vision and life insurance options for employees and family * Free in-person, virtual and text-based mental health and wellness support * Paid time off, including vacation, sick leave, personal days and summer flex time * Company equity * Bonus program * 401(k) plan with company match * Access to on-demand legal and financial advice * Learning and development programs to help you grow professionally and a mentorship program * Company social eventsto include annual volunteer day and donation matching * Flex days (3 days a week in the office) and onsite meals and snacks for employees reporting into our NY office In compliance with New York City's Wage Transparency Law, the annual salary [wage] range for NYC-based applicants is: $80,000 - $95,000. There are a variety of factors that go into determining a salary range, including but not limited to external market benchmark data, geographic location, and years of experience sought/required. Progyny offers a total compensation package comprised of base salary, cash bonus, and equity. Progyny is proud to be anEqual Opportunity and Affirmative Action employer.We respect and seek to empower each individual and support the diverse cultures, perspectives,skillsand experiences within our workforce. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, age, genetic information, marital status, pregnancy or related condition, status as a protected veteran, criminal history consistent with legal requirements or any other basis protected by law. If you are an individual with a disability and need assistance or an accommodation during the recruiting process, please send an e-mail to ___. #LI-EH1

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 Horizon Blue ABA started with a commitment to serving Medicaid families across New York City, communities where access to high-quality ABA has never been guaranteed. We built our model around that reality: clinical decisions driven by what each child needs, providers who have the time and support to do their best work, and a team that grows with intention. Most of our BCBAs have worked with families in their homes. Now we're taking the next step, opening our first clinic in the Bronx, and we're looking for someone who wants to be part of building it from the ground up. That means coming in before the structure is set and helping to create it. You'll launch a summer program serving children ages 3 to 9, establish how supervision and mentorship work on the ground, and develop the family relationships that will define what this clinic stands for. Over time, this role grows into leading a team of BCBAs. Clinical decisions here will be driven by what each child needs, and that takes a BCBA who is skilled, direct, and serious about building something that holds up. The opportunity scales with the work, and the people who help build this will have a real stake in what it becomes. If that's what you're looking for, we'd like to hear from you. BCBA Lead Qualifications & Core Responsibilities: • Master’s Degree in Applied Behavior Analysis or related field, • Board Certified Behavior Analyst (BCBA) & NY Licensed Behavior Analyst required., • 2+ years of experience as a BCBA with an interest in leadership, • Medicaid ID from New York State required., • Develop and oversee individualized ABA treatment plans., • Supervise RBTs and provide ongoing training and support., • Mentor and Inspire BCBAs as we grow, • Conduct assessments and adjust treatment goals as needed., • Collaborate with families and multidisciplinary teams to ensure client success., • Maintain compliance with ethical and regulatory standards., • This is an on-site role reporting to our clinic with an expected start time of JuneBCBA Lead Benefits and Schedule:, • Competitive Compensation (we are open to a discussion), • Increased financial reward along with organizational growth, • Professional Development Stipends, • Career Advancement Opportunities, • TBD Scheduling - discussion in interview

Job Description Purpose of Position: The Data Analyst will play a critical role in transforming how the Finance team leverages data, technology, and automation. Reporting to the Director of Finance Data & Analytics, this individual will not only build advanced reporting and automation solutions but also champion the adoption of modern tools such as Slack, Tableau, and emerging AI technologies. The ideal candidate combines strong technical skills with a passion for innovation and process improvement, helping the Finance team set the standard for technology-driven excellence across the bank. Essential Job Functions: 1. Design, develop, and implement automation solutions to streamline finance processes and reduce manual effort., 2. Identify and execute opportunities for efficiency gains through technology and AI-driven tools., 3. Build and maintain advanced financial reports, dashboards, and KPIs using Tableau and other BI tools., 4. Develop predictive models and trend analyses to support strategic decision-making., 5. Oversee data pipelines, including imports/exports, scheduled jobs, and data table maintenance., 6. Ensure data accuracy, consistency, and integrity across all systems., 7. Support the rollout and integration of new tools (e.g., Slack, Tableau, AI solutions) within Finance., 8. Train and guide team members to maximize adoption and usage of new technologies., 9. Partner with stakeholders across departments to understand reporting needs and deliver actionable insights., 10. Communicate complex data findings in clear, business-friendly language., 11. Stay current on emerging technologies and best practices in data analytics and automation., 12. Proactively recommend and implement enhancements to existing processes and tools., 13. Maintain comprehensive documentation for all automation workflows, data processes, and reporting standards. Knowledge, Skills and Experience Requirements: 1. Bachelor’s degree in finance, Accounting, Economics, Data Science, or other related field, 2. Proven experience in data analytics and process automation, preferably in the banking industry, 3. Proficiency in data analysis tools/software (e.g., Excel, SQL) and BI tools (e.g., Tableau), 4. Experience with Axiom or other database reporting tools preferred, 5. Excellent analytical and problem-solving skills with a keen attention to detail, 6. Strong communication skills, both written and verbal, with the ability to explain complex data concepts to non-technical stakeholders, 7. Self-starter who thrives in a fast-paced, collaborative environment

Job DescriptionCompany Description Uncommon Schools is a nonprofit network of high-performing public charter schools dedicated to providing an exceptional K-12 education in economically disadvantaged communities. Operating in Boston, Camden, New York City, Newark, and Rochester, we are committed to closing the college completion gap and preparing every student for college and beyond. Our students consistently exceed national benchmarks, reflecting our dedication to their success. We invest deeply in our educators, offering weekly coaching, feedback, and professional development to ensure excellence in teaching and leadership. Join us to work hard, do good, and make a lasting difference! Job Description Are you a detail-oriented analyst with a passion for using data to drive meaningful decisions? Uncommon Schools is seeking a Senior Analyst, Financial Planning & Analysis to join our Finance team in New York. In this role, you'll own complex financial modeling and analysis that directly supports strategic decisions across our network of schools. You'll work cross-functionally to translate financial data into clear insights for school leaders, regional teams, and senior leadership—making a real impact on how we allocate resources and plan for growth. Duties & Responsibilities Financial Analysis & Strategic Modeling • Own complex financial modeling and cross-regional analysis that supports strategic planning and decision-making, including network growth, staffing, and multi-variable scenarios, • Critically assess model assumptions, conduct scenario and sensitivity analysis, and communicate implications to Finance leadership, • Define and monitor key financial metrics that predict and influence the performance of schools, regions, and our organization, • Create clear summaries, visuals, and materials that translate financial information for internal stakeholders at all levels, • Deliver accurate financial reports to senior leaders, charter authorities, state and federal agencies, and other external audiences, • Maintain reliable analysis outputs by ensuring data accuracy and alignment across Finance tools and reporting systems, • Support the setup and maintenance of dashboards and reporting views in Adaptive Insights and related tools, • Identify opportunities to standardize processes, automate routine tasks, and reduce manual rework across the Finance function, • Participate in organization-wide projects that drive key priorities, particularly those requiring financial modeling and analysis, • Support ad hoc analysis and special projects as needed to meet evolving business needsQualifications Required • Bachelor's degree in Finance, Accounting, or related field, • 3–4 years of professional experience, with at least 1–2 years of direct experience in financial analysis, budgeting, or accounting, • Strong understanding of finance principles, including financial modeling and core accounting concepts, • Advanced Excel skills, including the ability to build and maintain complex financial models, • Strong analytical and problem-solving skills, with the ability to structure and tackle ambiguous questions, • High attention to detail and strong follow-through on deliverables, • Excellent written and verbal communication skills, • Experience with Adaptive Insights or other FP&A platforms, • Interest in leveraging automation and AI-enabled tools to improve efficiency and insight, • Ability to sit at a desk for extended periods Additional Information Our people are what make us Uncommon. We offer competitive compensation and comprehensive benefits that support the personal health, wellness, and finances of our staff and their families. Our compensation philosophy values equity & fairness and attracting & retaining top talent. Compensation for this position The full compensation range for this role is $78,800-$92,700. Typically, new hires who fully meet all qualifications listed in the job description will start at $83,400. Starting compensation below this reflects candidates with less experience or qualifications. Offers near the top end of the range are reserved for candidates who significantly exceed the qualifications, bringing extensive experience and specialized expertise beyond what is listed. Compensation determinations consider relevant professional experience and tenure with Uncommon Schools. Additionally, because we value internal growth and tenure, current staff members are not subject to salary caps within this range. Benefit Highlights: • 19 days of paid time off, • 3 weeks of paid Winter and Summer org-wide holidays, • Comprehensive Health, Dental, and Vision insurance plans, • 403(b) retirement savings program + employer match, • Paid leave of absence options (parental, medical, disability, etc.), • Mental health and counseling support + wellness benefits At Uncommon, we believe that a supportive and welcoming environment helps our students, staff, and community thrive. We are dedicated to building a team that brings a wide range of perspectives and experiences, reflective of the communities we serve---with over 70% of our staff identifying as people of color. Our organization values respect and open dialogue on important topics that shape our school culture. As an equal opportunity employer, Uncommon provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We also ensure that individuals with disabilities receive all privileges and benefits associated with employment and are provided reasonable accommodations for the interview process and to perform core job functions. If you would like to request an accommodation, please email .

Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: • Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers,, • Judi Health, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and Position Summary We are seeking a highly analytical and detailoriented Analyst to join our team. This role plays a key part in validating and coding audit deliverables, developing performance monitoring reporting, quantifying financial impact, and driving efficiency through automation and advanced analytics. The ideal candidate brings experience with internal controls, audit testing, and risk assessment, along with a proven ability to deliver highquality results in a fastpaced, collaborative environment. Position Responsibilities: • Research and analyze pharmacy claims to ensure accuracy and contractual compliance across benefit setup, pricing, and guarantees, • Perform audit risk assessments, annual logic reviews and ongoing monitoring activities, • Analyze, reconcile and validate large datasets across multiple internal systems; develop and maintain SQL/Python queries for audit reporting and performance monitoring, • Create audit deliverable reporting, quantify financial impact of potential and confirmed audit findings, and build dashboards to identify trends and risks, • Identify and implement automation and process improvements across audit, reporting, and reconciliation workflows, • Maintain and enhance code, reporting tools, and dashboards to improve reliability, efficiency, and scalability, • Define and document technical requirements, data specifications, and methodologies to support transparency and repeatability, • Collaborate with internal and technology teams to improve data quality, workflows, and controls, • Provide ad-hoc analysis to support evolving business and audit needs, • Bachelor's degree in a quantitative or business-related field (e.g., Actuarial Science, Statistics, Economics, Finance, Data Analytics, or Business Administration), • 2+ years of of experience in data analytics, audit, or a related role, • Experience in healthcare, PBM, or pharmacy claims; knowledge of pharmacy benefits, pricing, guarantees, and pharmacy claims analysis preferred, • Proficiency with SQL (Snowflake preferred), Excel, Tableau, • Familiarity with Python and project management/version control tools (e.g., Jira, Confluence, GitHub), • Strong attention to detail with an intellectual and professional curiosity along with a passion for continuous improvement, • Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables, • Effective communicator with both technical and non-technical stakeholders Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at___.

Job Title: SAP FM Analyst Location: Bethesda, MD Employment Type: Contract About Us: DMV IT Service LLC is a trusted IT consulting firm, established in 2020. We specialize in optimizing IT infrastructure, providing expert guidance, and supporting workforce needs with top-tier staffing services. Our expertise spans system administration, cybersecurity, networking, and IT operations. We empower our clients to achieve their technology goals with a client-focused approach that includes online training and job placements, fostering long-term IT success. Job Purpose: To provide expert-level support and configuration for the SAP Funds Management (FM) module, focusing on budget control, financial reporting, and system integration. This role ensures effective financial process automation and cross-functional data flow across SAP modules. • Deliver high-level functional support and consultation for SAP FM requirements and configurations., • Design and implement financial processes covering general ledger, accounts receivable, accounts payable, cash management, and budget execution., • Manage fiscal periods and coordinate period-end closing tasks., • Ensure seamless integration of financial data across SAP modules., • Act as a technical subject matter expert across multiple SAP-related initiatives., • Provide post-implementation support, troubleshooting, and enhancements., • 10+ years of hands-on experience with SAP systems., • Specialized expertise in SAP Funds Management (FM), including Budgetary Ledger, FM Derivation, Budgeting, and AVC (Availability Control)., • Strong communication and organizational skills., • Demonstrated ability to lead or contribute to complex financial SAP projects., • Bachelor’s degree in a relevant field (or 4 additional years of experience in lieu of degree)., • Must be eligible to obtain a U.S. Department of Defense (DoD) clearance., • Prior experience supporting financial systems in a federal or defense environment is required., • Experience supporting ERP systems in military or defense-focused settings., • Familiarity with DoD technical environments and IT frameworks., • Proficiency in SAP production support and post-go-live issue resolution., • Understanding of SAP modules such as ECC, BW, SCM, and SRM., • Experience using Help Desk ticketing systems and performance metrics reporting., • Ability to work collaboratively with cross-functional SAP teams., • Knowledge of interface monitoring and error-handling within SAP.

We’re looking for an experienced and driven Integrated Marketing Manager to lead integrated marketing campaigns that position NMI’s payment acceptance platform as the preferred choice for ISVs, SaaS companies and developers embedding payments into their software. This role sits at the intersection of product marketing, demand generation, sales, channel and content — building and executing programs that drive awareness, adoption and advocacy among technical and commercial audiences. This role plays a critical part in supporting a product-led growth (PLG) motion, requiring a strong understanding of how developers discover, evaluate, trial and adopt platforms through self-serve experiences, documentation and hands-on product usage, alongside more traditional sales-assisted buying journeys. You’ll help ensure marketing supports frictionless discovery, onboarding and activation, while also contributing to pipeline growth and revenue outcomes. You’ll work closely with cross-functional stakeholders to deliver integrated, multi-channel programs that educate both technical and commercial audiences, generate qualified pipeline across both product-led and sales-led growth motions, and support long-term platform adoption. Success in this role depends on a proven ability to engage developers, product leaders and business decision-makers with clear, authentic messaging, aligning hands-on product engagement with measurable commercial outcomes. The NMI marketing team is a group of smart, collaborative people in a fast-moving environment. Self-starters who love solving problems, learning continuously, and building creative, data-driven campaigns will thrive here. Responsibilities and duties include: Integrated Campaign Strategy & Execution • Lead the planning and development and execution of integrated, multi-channel marketing campaigns targeting ISVs, SaaS companies and developer audiences., • Collaborate cross-functionally with product marketing, corporate marketing, demand generation, channel and sales teams to ensure campaign alignment across awareness/reputation, demand generation, developer enablement and partner engagement., • Partner with internal teams and external agencies to create and deliver high-impact campaigns using digital, content and developer-focused channels to support both short-term and long-term pipeline and revenue goals. Includes paid media, social, search, events, email and community platforms like GitHub, Reddit and Stack Overflow., • Align marketing programs with in-product moments, lifecycle stages and usage signals across both self-serve and sales-assisted motions. Ensure campaigns drive not just leads, but meaningful product engagement such as sign-ups, API usage, integrations started and time-to-value milestones., • Deeply understand ISV buyer personas across both commercial and technical roles, including founders, product leaders, developers and revenue stakeholders. Understand their motivations, evaluation criteria, business objectives and technical pain points, ensuring messaging, content and campaign activities address the needs of each audience across the full journey., • Evangelize NMI’s embedded payments solutions and developer tools in the ISV market through thought leadership and community engagement. Content Development & Enablement • Partner with product marketing and content teams to develop high-impact thought leadership, product-led and technical content including documentation, case studies, webinars, videos, podcasts, and campaign assets tailored to commercial and developer audiences., • Work closely with product and product marketing to develop compelling messaging that articulates the value of embedding payments differentiates NMI’s APIs, SDKs, and developer tools for both technical and commercial stakeholders., • Collaborate with the product and web teams to ensure the developer portal, documentation and web experiences support self-serve discovery, onboarding and integration as part of a product-led growth journey., • Support sales and channel enablement by equipping teams with clear, credible narratives and messaging that align technical value with commercial outcomes for software companies., • Ensure website and digital assets including blogs, whitepapers, case studies, webinars, podcasts, and landing pages support the full developer and buyer journey, from discovery and evaluation through implementation, expansion and advocacy. Monitor performance metrics to identify opportunities to increase engagement and top-of-funnel impact.., • Drive thought leadership and inbound visibility with a strong focus on developer audiences by partnering with content and demand teams to deliver high-value technical and educational content. This includes contributing to content syndication programs, developing byline articles with internal subject matter experts and creating content for active participation in developer communities., • Optimize technical content, documentation, and owned media for SEO to improve discoverability, organic traffic, and qualified lead capture across both technical and commercial audiences., • Ensure brand consistency, tone of voice and messaging across all content and campaign activities. Awareness & Influence • Grow NMI’s presence and credibility across ISV, SaaS, developer and commercial buyer communities through strategic partnerships, sponsorships, media relations, and targeted content programs.., • Manage visibility and capture reviews across platforms such as G2, Capterra, SourceForge and relevant developer review sites to support awareness, validation, and confidence throughout the buyer journey for both technical and business audiences. Collaborate with PR and content teams to generate ISV-focused customer stories, testimonials and earned media that elevate brand authority and highlight innovation • Drive competitive differentiation in the embedded payments market by ensuring NMI’s platform is clearly understood by third party influencers, including industry analysts, peer review platforms and developer communities. Track and report on analyst coverage, peer reviews and third-party influence on awareness, credibility, and pipeline acceleration, using insights to refine messaging, value propositions and audience personas. Pipeline Alignment & Conversion • Partner with the demand generation team to design and optimize the ISV demand strategy, including account-based targeting, lead scoring, and conversion tracking as well as follow-up processes aligned to pipeline KPIs., • Work with demand generation and product teams to connect product engagement signals (e.g. sign-ups, usage, integrations) with lead scoring, lifecycle stages, and pipeline progression., • Set joint goals to drive qualified pipeline and accelerate opportunities through data-driven marketing execution., • Collaborate with channel marketing to develop and execute targeted campaigns that drive partner engagement, elevate brand visibility, and generate pipeline from existing partners. Data-Driven Optimization & Performance Management • Partner with demand generation team and external agencies to execute and optimize paid media investments across SEM, display, social, content syndication, programmatic, re-targeting and other inbound/outbound tactics, to reach developer and commercial buyer audiences in ISV and SaaS companies., • Apply marketing automation and digital best practices, including SEM, SEO, email marketing, nurture flows and AI-driven initiatives to improve campaign performance, scalability and efficiency across product-led and sales-led motions., • Work closely with operations and web teams to analyze performance, run experiments and test strategies that improve engagement, awareness, product adoption and pipeline contribution., • Track and measure success through KPIs and dashboards, continuously optimizing campaign performance, audience targeting, channel mix and conversion outcomes. Project & Stakeholder Management • Independently execute and manage campaign activities end-to-end - from planning through execution, reporting and optimization, ensuring all initiatives remain on track, on budget and on brand., • Maintain campaign calendars, ensuring alignment with product launches, events, and corporate priorities., • Provide visibility and alignment across stakeholders and marketing functions. What we hope you will bring to NMI You’re a strategic marketer who loves building relationships with both technical and commercial audiences. You understand what drives developers, SaaS founders, product leaders and commercial decision-makers — and how to earn their trust through authentic, value-driven communication. You thrive in a fast-paced environment. You’re able to prioritize effectively while juggling multiple projects and stakeholders. You bring a collaborative spirit to cross-functional work, while also operating confidently as a self-starter. With a growth mindset and a can-do attitude, you're always looking for ways to improve, experiment with new approaches, and adapt quickly to change. You combine creativity with a data-driven mindset, and your keen attention to detail ensures nothing slips through the cracks. If you're energized by the challenge of elevating and expanding our embedded payments platform for developers and business leaders, this is the role for you. Position Requirements and Skills • 7+ years of B2B marketing experience, ideally in SaaS, fintech, payments, or enterprise technology, with experience supporting both product-led and sales-led go-to-market motions., • A marketing or related business degree or equivalent., • Prior experience marketing to software, ISV or SaaS ecosystems, including sales-assisted buying journeys involving multiple stakeholders and longer deal cycles.., • Strong understanding of developer personas, community engagement, and content strategies that resonate with technical buyers, alongside traditional B2B campaign planning, pipeline development, and revenue-focused marketing., • Experience supporting or operating within a product-led growth (PLG) or hybrid PLG / sales-led model, including familiarity with self-serve onboarding, developer activation, product usage metrics and how product signals feed into sales qualification and pipeline progression.., • Hands-on experience activating campaigns across developer-heavy channels: GitHub, Stack Overflow, Dev.to, Hacker News, Reddit, Discord/Slack communities, Product Hunt and technical conferences/meetups., • Proven experience working closely with sales and demand generation teams on lead management, account targeting, sales enablement and pipeline acceleration., • Experience collaborating with and managing agency partners., • A well-developed digital skill set which includes understanding marketing automation (Salesforce, Hubspot, Pardot, ZoomInfo), SEM, SEO, PPC, display, programmatic, etc, as well as analytics (GA4)., • Exceptional project management, communication and stakeholder alignment skills., • Comfortable creating and enforcing deadlines., • Excellent attention to detail., • Creativity, imagination and initiative., • Drive, competence, flexibility and a willingness to learn. We Offer: • A remote first culture!, • Annual salary of between $100,000 - $125,000, depending on experience, • Flex PTO, • Health, Dental and Vision Insurance, • 13 Paid Holidays, • Company volunteer days Do you feel like you have a slightly out of the ordinary career path or history? We are open to all walks of life and very willing to hear your story. Please don’t feel like this should be a barrier to securing a great career at NMI! We appreciate success can come in all shapes and sizes. What we do! NMI enables our partners with choice, and challenges the one-size-fits-all approach to payments. You've probably used NMI in the last 24 hours without even realizing it. We’re the platform that powers success for innovative tech created by SMBs, entrepreneurs and fintech startups. We’re creative problem solvers who help visionaries smash through boundaries and think beyond what’s possible so they can think about what’s next. But we’re not just built for the tech savvy. We democratize the latest payments technology so that everyone can realize the benefits of easy payments across the full spectrum of commerce. We’re all about enabling more payments in more ways and more places. We believe that having a diverse group of employees strengthens both our work and our workplace. We’re focused on making NMI more diverse and welcoming with initiatives like having a dedicated Diversity, Equity & Inclusion action group, diversity goals for hiring, anonymized resume screening, affinity groups such as our Women's network and LGBTQ+ Network, open forums for discussions on diversity and social justice, and measuring inclusion and belonging as part of our regular employee engagement surveys. Equal Opportunity NMI is committed to providing equal employment opportunity for all persons regardless of race, color, religion, sex, age, marital status, national origin, sexual orientation or sexual identity, genetic information, citizen status (except those that do not have the legal right to be employed in the United States), disability, military service, service member, veteran status, or any other basis protected by applicable law. Please be aware that all offers of employment are made subject to receipt of satisfactory background and financial checks. Please be aware that NMI does not operate a license for the sponsorship of those who are not already eligible to work within the US. Unfortunately, therefore we cannot process any application from individuals unable to provide documentary evidence of their eligibility to commence work in the US. Attention job applicants: Please note that in compliance with the data protection regulations within your jurisdiction, any personal information submitted with your job application may be collected and used by NMI for the purpose of recruitment and employment-related activities. By submitting your application, you acknowledge and provide explicit consent to the processing of your personal information as described in our privacy policy found on our website. For more information on how we process your information, please read our privacy policy here: ___

Job Description Be Part Of A High-Performing Team: Join a highly structured financial services technology environment supporting business management and security reporting initiatives. This team plays an important role in helping stakeholders make informed decisions through accurate metrics, reporting, and data-driven insights. The work environment requires strong attention to detail, clear communication, and the ability to collaborate across business and technology groups while supporting reporting needs tied to security operations and organizational performance. What's In Store For You: Engagement: W2 only (no C2C/1099) This is a hybrid opportunity based in New York, NY, supporting a business-critical security metrics and reporting function. The role offers exposure to cross-functional stakeholders, recurring reporting processes, business intelligence tools, and data governance practices in a professional financial services environment. How You Will Make An Impact • Support the Security Metrics & Reporting function by collecting, organizing, and analyzing data from internal systems, spreadsheets, reports, and dashboards., • Translate data into meaningful business insights that help stakeholders evaluate trends, performance, and reporting accuracy., • Build and maintain visualizations, charts, dashboards, and summary reports using Excel and BI tools., • Partner with business units to clarify reporting needs, improve data consistency, and ensure outputs are accurate and actionable., • Support recurring reporting cycles, ad hoc data requests, and documentation for repeatable reporting processes., • 10+ years of experience in data analysis, reporting, business intelligence, or a closely related analytics function., • Strong proficiency with Microsoft Excel, including pivot tables, formulas, data organization, and reporting support., • Familiarity with Power BI or similar data visualization/business intelligence tools., • Exposure to SQL and relational databases is a plus., • Ability to analyze trends, identify patterns, and interpret data in a business context., • Strong attention to detail and commitment to data accuracy., • Effective communication skills with the ability to work across business and technology teams., • Basic understanding of data governance, privacy principles, and reporting documentation.

Job DescriptionThe Opportunity Investment Management is looking for an intellectually curious individual with strong analytical skills to join the Investment Reporting team as an Investment Reporting Analyst. This role will support reporting for the General Investment Account (GIA), and will partner with teams across Investment Management, Corporate Finance, Enterprise Risk Management, and external asset managers.The ideal candidate is detail oriented, results driven, and has strong analytical and writing skills. Successful candidates can easily adapt to changing priorities, manage time across multiple deliverables, and are comfortable discussing investment topics with teams across the organization.The TeamThe Investment Reporting team is responsible for reporting the GIA's asset allocation and risk exposures in support of the Chief Investment Officer's report backs to the Investment Committee of the Board of Directors, rating agencies, and business units. As our team expands, we are looking for a reporting analyst who enjoys solving complex problems, understands business goals, and manages multiple priorities.The Impact· Provide timely, mostly recurring, investment portfolio reporting and analysis for the Investment Committee of the Board of Directors, external rating agencies, the Portfolio Management team, and other business and corporate units· Understand and communicate the portfolio's asset allocation· Ensure efficient and accurate reporting of the GIA by implementing and monitoring data quality controls· Partner with the Investment Data Integrity team to help address data issues and implement data ecosystem enhancements· Maintain high standards of data integrity and transparency across all internal and external reportsThe Minimum Qualifications· Bachelor's degree· Minimum of 3 years of experience reporting financial data· Proficiency in MS Office Suite (Excel, PowerPoint, and Word)· Experience using business intelligence software such as MicroStrategy and/or AlteryxThe Ideal Qualifications· Bachelor's degree in finance, mathematics, economics, accounting or related field· Basic understanding of various types of investment instruments and statutory accounting· Ability to manage multiple, often competing, fixed deadlines· Excellent communication and presentation skills, with the ability to convey complex information clearly and concisely · Proclivity for continuous improvement· Excellent analytical skills and relentless attention to detail· Strong work ethic and ability to research, identify, and troubleshoot problems independently· Collaborative with strong interpersonal skills; able to relate to and build strong relationships with diverse internal and external audiences/constituenciesNew York Pay Range$73—$87 USD

Job Description About MCU: At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people. Our Mission: To help hard-working New Yorkers build better tomorrows Our Vision: Be New York's most loved financial institution by helping our members build their best financial futures Overview: The AI Analyst is responsible for implementing, supporting, and optimizing pre-built AI solutions—such as UIPath, Copilot Studio, and other low-code platforms—to enhance operational productivity and user experience across the enterprise. This role focuses on leveraging existing AI tools and platforms, collaborating with business units to ensure successful adoption, and providing technical support for ongoing solution maintenance. The AI Analyst will also explore opportunities to integrate generative AI and data science capabilities into business processes, driving efficiency and innovation. Responsibilities: • Implement and support pre-built AI solutions (e.g., UIPath, Copilot Studio) to automate workflows, improve reporting, and enhance productivity., • Collaborate with Business Unit Leaders, Organizational Agility, and IT teams to align solution deployment with strategic priorities and technical roadmaps., • Advocate for best practices in low-code application development and process design to ensure cross-functional efficiency and optimal user experiences., • Provide technical support, troubleshooting, and ongoing maintenance for deployed AI solutions., • Explore and recommend new use cases for generative AI and data science tools within the organization., • Develop and deliver use cases, conduct initial testing, and support user acceptance testing (UAT) for AI-enabled applications., • Ensure compliance with policy, procedure, and security requirements in all AI solution implementations., • Communicate proactively regarding platform upgrades, enhancements, and bug fixes., • Perform other related duties and special projects as assigned. Requirements: • Bachelor’s or Master’s degree in IT, Computing Studies, Information Systems, Statistics, or equivalent work experience., • Experience with low-code platforms (e.g., UIPath, Copilot Studio) and familiarity with data science and generative AI solutions., • Ability to explain technical concepts to non-technical stakeholders., • Strong problem-solving, analytical, and process improvement skills., • Excellent customer service and relationship management abilities., • Ability to manage multiple projects in a fast-paced environment and meet deadlines., • Attention to detail and commitment to high-quality work. Why you'll be a good fit: Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you’ll bring the following Results - We are passionate about winning. Agility - We proactively anticipate, respond and pivot to ensure MCU wins. Integrity - We operate with the highest ethical standards and highest degree of honesty. Belonging - We cultivate a culture of inclusion and teamwork. Ownership - We take personal responsibility and hold ourselves accountable for the results. Why You’ll Love Working Here: The pay range for this position is between $81,700-134,730 annually. Actual base pay offered may vary depending on a number of factors such as job-related knowledge, skills, experience, and location. Employees in this position may also be eligible for a discretionary bonus, 401(k) with an 6% employer match per pay period. Benefits for this position include Medical, vision, dental, life, and disability insurance, flexible paid time off and 11 paid holidays annually. Municipal Credit Union (MCU) is an Equal Opportunity Employer. Municipal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state or local laws. We are committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as an organization.

Job Description About Us: DV Trading is part of a global group of financial services firms utilizing their own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and across asset classes. Founded 20 years ago, and headquartered in Chicago, the DV group has grown to approximately 600 people operating throughout North America, Europe, the UAE, and Asia. DV affiliates include two broker dealers, a futures commission merchant, and a registered 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 Finance 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 end-to-end 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 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, • 5+ years of experience in an analytical or operational role within a trading environment, • 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 $150 - 180K base salary. This role is also eligible for a discretionary performance bonus. Final compensation will depend on experience and qualifications. 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 Job Description: Equity Assistant Trader & Operations Administrator Functional Title: Equity Assistant Trader & Operations Administrator Corporate Title: Associate Department: Equity Reports To: Head of Trading (to Head of Equity) Position Summary Manage trade execution, performance measurement, database management and portfolio attribution analysis for the Equity team. Collaborate and liaise with Operations Analyst, Back-Office, Compliance, and other relevant parties for business planning, automation projects and client communications for the Group's clients. Provide administrative support to the equity research analysts and operations analyst to ensure accurate trading activity, analysis and reporting. Essential Duties & Functions • Manage the processing and settlement of trades according to trading & operations guidelines and standards., • Assess, interpret, and report on market practices and developments as they pertain to trading., • Execute trades within guidelines with a focus on quality of trade execution in compliance with legal and regulatory requirements., • Complete all trades in a timely manner in collaboration with Operations, broker/dealers and Back-Office. Ensure compliance with Tokyo's zero-tolerance policy for trade errors. • Communicate and collaborate with various front, middle, and back-office teams to ensure accuracy and completeness of trades and reporting., • Fulfill daily, weekly and monthly reporting requirements., • Collaborate with IT to develop and implement automation projects. Experience & Qualifications • Bachelor's degree in Finance, Economics, a related field or equivalent work experience., • At least 3-4 years of experience in financial services, including at least 1-2 years within a trading environment., • Prior experience in equities, market analysis, equity trading, fund management or portfolio administration., • A solid understanding of equity and financial markets is required., • Strong command of MS Office software and advanced Excel; proficiency with Bloomberg required., • VBA skills are desirable, along with experience with SQL, BQuant, etc., • Ability to effectively prioritize work in a real-time environment. Compensation & Others * Expected Annual Base Salary: $100,000.00 - $110,000.00. * Work Hours: 8:30 AM - 5:00 PM, with flexibility to work additional hours as needed. * Equal Opportunity Employer: The Company is an Equal Opportunity Employer that does not discriminate on the basis of race, color, religion, sex, or any other characteristic protected by law.

Job Description Be Part Of A High-Performing Team: Join a leading global financial institution recognized for its strong presence in banking and regulatory technology. The organization operates at the intersection of finance and innovation, supporting complex regulatory reporting initiatives and enterprise-scale technology solutions. The team is known for its structured yet collaborative environment, working closely across business and IT to deliver impactful solutions that drive compliance, operational efficiency, and strategic transformation. This role sits within a specialized technology group focused on regulatory reporting, offering exposure to critical financial systems and high-visibility initiatives. What's In Store For You: • Engagement: W2 only (no C2C/1099), • Opportunity to work on high-impact regulatory and reporting initiatives within a global banking environment, • Hybrid work setup with exposure to cross-functional teams, • Hands-on involvement across full project lifecycle (requirements through deployment), • Act as a liaison between business stakeholders and technical teams to ensure alignment on project goals, • Gather, analyze, and document business and functional requirements through workshops and stakeholder engagement, • Evaluate current processes and identify opportunities for optimization, automation, and efficiency improvements, • Translate business needs into clear functional specifications for development teams, • Support system testing, user training, and implementation of new solutions or enhancements, • Facilitate communication across stakeholders throughout the SDLC lifecycle, • 10+ years of experience in Business Analysis, preferably within financial services or regulatory environments, • Strong experience with requirements gathering, process mapping, and stakeholder management, • Solid understanding of SDLC and Agile methodologies, • Hands-on experience with tools such as Excel, Visio, JIRA, and/or Tableau, • Proven ability to translate complex business requirements into technical solutions, • Strong communication, analytical, and problem-solving skills, • Experience supporting regulatory reporting or banking systems is highly preferred, • Certifications such as CBAP or PMI-PBA are a plus

Job DescriptionJob Title: Financial Analyst Location: 405 Lexington Ave New York, NY 10174, USA Duration: FTE Salary: $ 80 k Office status: Onsite/Hybrid Based on the NYC vaccine mandate effective 12/27/2021, all employees will be required to show proof of vaccination in accordance with mandateJob Summary:The Financial Analyst is responsible for detailed financial analysis, reporting, project tracking, reconciliations, revenue forecasting, organizing and analyzing large sets of data and assisting with other projects as needed. What You'll Do: • Work on basic to more complex financial analysis assignments and projects., • Prepare the weekly digital screen deployment count report for OUTFRONT’s transit franchises., • Maintain and update the transit franchise model on a routine basis., • Compile various forecasts and budgets for quarterly and year-end close., • Analyze financial data, create financial models and reports for decision support and recurring audits., • Update revenue pacing and actual reports to assist the sales teams with revenue forecasting., • Assist with ad hoc projects as needed.Required Qualifications:, • BS in Finance/Accounting/Mathematics or related field., • 1-5 years of experience in financial analysis., • Proficiency in financial modeling techniques. Prior experience of building and maintaining financial models., • Strong understanding of financial reports and statements., • Advanced knowledge of Excel., • Experience working with large sets of data in Excel., • Excellent verbal and written communication skills., • Team player who can work independently and as part of a team., • Great organizational skills, ability to handle details and the ability to multi-task and work in a fast paced environment.

Job Description Position Title: Senior Payroll Analyst Location: New York, NY Compensation: $75,000 - $90,000 / Annually Benefits: This position is eligible for health benefits, FSA, short and long term disability programs, life insurance, and 401(k). A Queens based property management company is seeking a Senior Payroll Analyst will serve as the primary support to the Senior Payroll Manager. This role is responsible for payroll reconciliation, reporting, audits, taxes, garnishments, child support, and compliance activities. The Senior Payroll Analyst will also assist the payroll team with day-to-day processing when needed, while focusing on complex analysis, escalated issue resolution, and special projects. The role requires strong collaboration with HR, Accounting, and Finance to ensure payroll accuracy, compliance, and effective communication across departments. The ideal candidate will have a strong payroll background with knowledge of accounting, GL reconciliation, HR processes, and union payroll practices, along with the ability to interact independently with senior management when analysis and recommendations are required. Responsibilities: • Support the Payroll Department and Senior Payroll Manager with weekly payroll processing for 4,000+ employees., • Perform regular payroll reconciliations, audits, and review payroll data prior to GL postings by Accounting., • Prepare, review, and analyze payroll reports to identify discrepancies and ensure compliance., • Manage outstanding/uncashed checks with Payroll, Senior Payroll Manager, and Accounting, ensuring proper reporting and reconciliation., • Generate complex payroll and financial reports; anticipate issues and develop new reporting as needed to support compliance and business needs., • Manage garnishments, levies, and child support orders in compliance with federal, state, and union requirements., • Handle escalated payroll issues and provide second-level support, while assisting with day-to-day operations when necessary., • Partner with HR and Accounting teams to ensure alignment of payroll data., • Support payroll-related projects, including system upgrades, testing, and process improvements., • Ensure audit readiness for internal, and external audits., • Independently interact with senior management on payroll, HR, and accounting matters, providing analysis, recommendations, and updates., • Identify opportunities to improve payroll accuracy, efficiency, and compliance., • Bachelor’s degree in Accounting, Finance, HR, or related field preferred., • 5+ years of payroll experience, with at least 2 years in a senior or analyst role., • Highly knowledgeable of payroll systems, garnishments, and child support processing., • Discreet and dependable in handling sensitive information and maintaining confidentiality., • Experience with union payroll is highly desirable., • Solid understanding of accounting principles and general ledger reconciliation., • Proficiency in payroll software and Microsoft Excel (pivot tables, v-lookups, formulas)., • Payroll certification (CPP or FPC) preferred., • Strong attention to detail, organizational skills, and ability to meet deadlines in a high-volume environment., • Excellent communication and interpersonal skills with the ability to collaborate across departments., • Ability to independently interact with senior management and present payroll, HR, and accounting information clearly and professionally. You will be eligible to participate in the Company health benefits, flexible spending account plan, short and long term disability programs, basic and supplemental life insurance following thirty days from hire. You will be eligible to participate in the Company’s 401(k) retirement plan after one year of employment and upon meeting the required number of worked hours. Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran, in accordance with applicable federal, state, and local laws. Reasonable accommodation is available for qualified individuals with disabilities upon request. IND 002-003

Job Description Job Title: Telecom Financial Analyst Location: New York City, NY Duration: 12 Months Work Arrangement: Day 1 Onsite Position Overview We are seeking an experienced Telecom Financial Analyst to support Telecom Services and Expense Management operations within a large enterprise IT environment. The ideal candidate will possess strong financial analysis, telecom expense management, reporting, and data analytics expertise with the ability to optimize financial processes, manage vendor expenditures, and identify cost-saving opportunities. This role requires a highly analytical professional with experience working with telecom financial data, forecasting, auditing, and reporting tools in fast-paced enterprise environments. Key ResponsibilitiesTelecom Expense & Financial Management • Establish and optimize processes for telecom expense management and financial operations, • Analyze and audit telecom invoices, wireless plans, and equipment purchases from carriers, • Investigate billing discrepancies, overcharges, and vendor anomalies, • Monitor and track planned versus actual expenses, • Support annual budgeting, forecasting, and financial planning activities, • Prepare variance reports, expense analyses, and financial status reportsData Analysis & Reporting, • Utilize SQL and data analytics tools such as Tableau to analyze large datasets and reporting metrics, • Develop and maintain forecasting models and budget tracking reports, • Generate reports related to telecom usage, Machine-to-Machine accounts, project spending, and vendor expenses, • Ensure data integrity and reporting accuracy across financial systemsVendor & Contract Financial Oversight, • Analyze vendor expenses against contract funding allocations, • Support cost-benefit analyses (CBA) and ROI evaluations, • Assist with procurement forecasting, contract modifications, and vendor payment processes, • Collaborate with internal teams and vendors to resolve financial and billing issuesProcess Improvement & Project Support, • Optimize financial workflows and reporting processes for operational efficiency, • Monitor project budgets and financial performance from both cost and timeline perspectives, • Support mid-year and year-end forecasting and rollover activities, • Provide ongoing financial analysis and reporting support for telecom-related initiativesRequired Qualifications, • Bachelor’s degree in Finance, Accounting, Economics, or related field preferred, • 10+ years of experience in Telecom Services & Expense Management, • Strong experience with:, • SQL, • Tableau or similar data analytics tools, • Telecom expense management, • Budgeting and forecasting, • Invoice auditing and financial analysis, • Experience with project-based financial management, • Strong analytical, organizational, and problem-solving skills, • Excellent written and verbal communication abilities, • Ability to manage multiple priorities and meet tight deadlines, • High attention to detail and accuracyTechnical Skills, • Microsoft Excel, Word, PowerPoint, Outlook, • PeopleSoft Finance Modules, • ServiceNow Reporting Modules, • Financial reporting and forecasting tools, • Telecom invoice analysis and auditing systemsPreferred Skills, • Budget development and projection experience, • Cost-benefit analysis and ROI evaluation, • IT financial management experience, • Resource allocation and spend tracking expertise

Job Description Job Title: Oracle Financial Systems Analyst (GL & Financial Accounting Hub) Location-Type: Remote (US-based) Start Date: ASAP Duration: Contract, 3 Months (likely to extend long term) Compensation Range: $65-80/hr W2 Benefits: Eligible for Health, Dental, Vision, and 401K Visa Sponsorship: Not eligible for visa sponsorship Job Description: The client is seeking an experienced Oracle Financial Systems Analyst to support and enhance enterprise financial systems by ensuring accurate, compliant financial data across multiple source systems through GL configuration, FAH integrations, and financial reporting. Job Summary Configure and support Oracle General Ledger (GL), including Chart of Accounts, ledgers, calendars, journal imports, postings, allocations, revaluations, and translations. Design, implement, and support Financial Accounting Hub (FAH) integrations for external systems, including configuration and maintenance of Subledger Accounting (SLA) rules. Support inbound data integrations using FBDI, ADFdi, and/or Oracle Integration Cloud (OIC), validating and reconciling source system transactions against FAH and GL. Perform subledger-to-GL and account reconciliations, ensuring compliance with audit and SOX controls and maintaining clear audit trails. Support financial reporting using BI Publisher, OTBI, and Smart View, developing and maintaining trial balance, journal activity, and reconciliation reports. Provide day-to-day production support by resolving journal errors, interface failures, and period-close issues. Identify and implement opportunities to automate processes, improve data quality, and optimize accounting rules and system performance. Minimum Requirements: 5 years of hands-on experience with Oracle Financials, with required expertise in both Oracle General Ledger (GL) and Oracle Financial Accounting Hub (FAH). Strong understanding of Record-to-Report (R2R) processes and Subledger Accounting (SLA) configuration and troubleshooting. Hands-on experience with journal processing, period close activities, and accounting rule configuration. Experience with data integrations using FBDI, OIC, or similar tools. Solid understanding of financial accounting principles (GAAP and/or IFRS). Preferred Qualifications: Experience with additional Oracle modules, including AP, AR, Fixed Assets, and Expenses. Experience supporting payroll-to-GL integrations and working with upstream system owners. Familiarity with BI Publisher security and reporting configuration. Experience in audit- and compliance-driven environments, including SOX. Strong SQL skills for troubleshooting and financial reporting support.

Job Description Oracle Database Application Analyst New York City, NY ( Remote) • Duration: 12 months Job Description: Responsibilities • Corporate Finance is looking for an Oracle Database Application Analyst with a minimum of 2 years of experience., • The Financial Systems database team provides the data warehouse for life insurance financial and valuation reporting in support of Client's Actuarial department., • The Database Application Analyst position is responsible for maintaining and enhancing our internal financial reporting database applications for life insurance., • Database applications include implementation and enhancements for new and existing products, automation of reporting requirements, ensuring the successful monthly load of the data warehouse, creation of control processes, producing reports, including automated reports and ad hoc analyses., • The database application analyst translates complex business and actuarial requirements into programming specifications and technology solutions collaborating with business, finance and technology teams., • This role includes both application development and production support (Provide L2 & L3 support for FMD oracle database applications) Qualifications / Requirements • 4-year college degree with a minimum of 2 years in a database application development or database administrator role preferred, • LINUX OS (including shell scripting)-REQUIRED--Minimum 2 years, • TOAD-REQUIRED--Minimum 2 years, • Advanced Excel (e.g. VLookup/macros), • Knowledge of scheduling tools (ESP/Stonebranch UAC) preferred, • Knowledge of MS-Access, Python preferred, • Business knowledge of Life Products, • Ability to work on multiple projects with a sense of urgency and ability to change focus to complete critical systems, • Excellent oral and written communication skills, • Excellent interpersonal, organizational, and analytical skills with a problem-solution attitude, • Detail oriented, with a comprehensive approach to validating and proofing deliverables SUPPLIERS: Provide interview availability for the next 2-3 weeks at top of resume