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The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? () If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (?subject=Accommodation%20request) (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. * Assists MD's in setting strategy and objectives for defined business area * Responsible for managing client relationships, business development, and transactional activities * Applies industry/market/product knowledge to drive revenue production and business growth * Maintaining and growing book of clients and prospecting for new clients often in new areas previously not covered comprehensively by the bank * May lead deal teams * Mentors and coaches junior staff * The Director-level investment banker should act as the first line of defense and provide their industry expertise, company and management-specific knowledge to help the Risk and Credit teams assess risk and conduct appropriate due diligence * Fee generation balanced between M&A, debt and equity capital raising Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * BA/BS degree * Minimum of 10 years of related work experience * Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum * Advanced knowledge of industry, market, and products * Proven ability to develop, nurture and monetize "trusted advisor" client relationships with senior executives * Developing network of relationships with sector management teams, Boards of Directors and Private Equity Investment Professionals * Advanced analytical and technical skills combined with a problem solving attitude * Excellent interpersonal style, good listening skills and the ability to communicate complex ideas clearly and concisely * Strong partnering and leadership skills in a complex, matrixed environment Preferred Qualifications ? * MBA degree, with a Finance focus * 14+ years of related work experience * 6-8 years of management experience * The annual base salary for this position in New York is $300,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site () . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law () E-Verify () IER Right to Work ()

Job Description Advancing energy transition with purpose! Founded in 2011 with the goal of empowering investors to participate in the Clean Energy Transition, Greenbacker Renewables is an investment manager and independent power producer with years of proven experience and deep industry relationships. We are committed to delivering results for our partners, people, and our planet! We have an immediate opening for an Analyst within our Treasury function at our New York City location on a hybrid schedule. Join us and grow your career at a mission driven Company! Summary: The Analyst role will report to the Senior Manager, Treasury within the Finance and Treasury department. This role will work within a focused and committed treasury team that reports to the Treasurer. As our Company continues its evolution so will this role. What You Will Do at Greenbacker • Facilitate and execute companywide cash movements, including wire transfers, ACH payments, and intercompany funding across multiple legal entities., • Support daily treasury operations, including liquidity monitoring, and forecasttoactual reconciliation., • Assist with the onboarding, maintenance, and administration of bank accounts, including deposit, escrow, and restricted accounts under depository account control agreements (DACAs), and keep bank account and signer information up to date., • Support the setup, maintenance, and administration of the treasury management system (GTreasury), including account setup and data accuracy., • Assist with hedging activities, including onboarding, documentation, and maintenance of related schedules., • Support the administration of letters of credit and surety bonds, including maintenance schedules., • Coordinate and support treasuryrelated documentation requests, including EIN, W9, and LEI applications and maintenance., • Collaborate with Accounting, Finance, and other internal teams to support treasury inputs into monthend close, audits, and financial reporting as needed., • Participate in treasury projects, process improvements, and ad hoc initiatives., • Provide general operational and administrative support to the Treasury team as the function continues to scale and evolve. What You Will Bring to Greenbacker • Bachelor's degree in accounting, Business Administration, Finance, Economics, or similar field of study preferred., • Minimum of 2-3 years of experience in Treasury required; experience in the Energy industry or similar field preferred., • Experience with a treasury management system (TMS) required; experience utilizing GTreasury preferred., • Intermediate Excel knowledge preferred., • Analytical and meticulous., • Persistent, self-motivated, independent, and have a strong sense of ownership., • Strong written and verbal communication skills., • Ability to collaborate, develop, and implement new ideas and creative solutions., • Strong commitment to accuracy and “right first time” approach to all work., • Effective problem-solving skills., • Ability to meet all responsibilities, deadlines, and commitments of the position while working on a hybrid work schedule. What Greenbacker Offers Greenbacker provides a competitive compensation and benefits package. Base Annual Salary range information serves as a general guideline. The base annual salary range for this position in the New York City Metro Area is $75,000 to $105,000. Individual base annual salaries are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. Eligible employees will have access to comprehensive insurance and benefits including: • Medical, Dental, Vision, Life/AD&D, Short-term disability, Long-term disability,, • Retirement Savings with Company Match, • Unlimited Paid Time Off, • Holidays, • Parental Leave Benefits, • Family Building Benefits, • Supplemental and Voluntary Benefits Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information. Equal Opportunity Employer/Veterans/Disabled

Job DescriptionDescription: Your Role Overview: Risk and Control Analyst is accountable for engaging in the proactive identification, escalation, and timely mitigation of operational risks. Responsible for administering Operational Risk and Control Self-Assessment (RCSA) including Control Testing and Risk Register. Participates in the design, supervision, and implementation of an RCSA program to provide support in identifying, assessing, monitoring, and escalating the risk assessments performed by the First Line of the Bank. The analyst is given broad exposure to all functions and business lines within the Americas Division and is expected to execute all aspects of the Operational Risk Management Framework through the 2nd line of defense oversight activities. Your Duties and Responsibilities: • Coordinate and conduct Risk and Control Self-Assessment (“RCSA”)., • Coordinate and conduct Vendor Risk Assessment, Model Risk Assessment, and Operational Risk Event (Business Continuity) Assessment., • Conduct analyses of risk data to identify trends and potential areas of concern., • Perform deep dives to assess the design and operational effectiveness of controls surrounding key technology and operations processes, and to identify remediation for gaps to mitigate risks., • Challenge risks within scenario analysis., • Maintain Risk Registers., • Contribute to the New Product Approval process., • Research regulatory changes and/or risk trends applicable to area(s) of coverage., • Assist in various Operational Risk related projects and initiatives., • Proactively contribute to the risk culture and overall awareness of operational risk and contribute to the creation and delivery of operational risk management training and/or workshop sessions., • Prepare operational risk reports, schedule meetings, takes notes, prepare minutes, and maintain files for ORM department., • Provide analysis and coordination for the ORM department., • Provide challenges on key indicators and material operational risks., • Identify emerging operational risks in the context of the regulatory and business operation environment and assure that measures are being taken to mitigate these risks., • Serve as a subject matter expert for operational risk and control assessments, and independently prepare a comprehensive report., • Facilitate accurate and appropriate reporting of operational risks to senior management., • Analyze operational risk data (losses, metrics, or assessment results) to identify areas of excessive risk and to ensure that mitigation efforts are having the desired effect(s)., • Bachelor’s degree or equivalent., • A minimum of 4-5 years of prior operational risk management experience with a financial institution, including exposure to technology risk, information/cyber security risk, vendor risk and/or model risk management., • Integrative thinking skills, basic risk management knowledge, good organizational, communication and influencing skills., • Analytical and thorough approach to form defensible conclusions from risk assessments., • Able to present to and respond effectively to internal and external stakeholders., • Team-oriented with strong interpersonal skills, able to calmly manage conflict and pressure in a demanding, high-volume environment., • Able to be flexible and capable of prioritizing based on changing internal or external demands., • Good computer skills in Microsoft Office including Excel, Word, and PowerPoint.

Job Description WHO WE ARE At Trustly, we're building a smarter, faster, and more secure financial future by revolutionizing the world of payments. As a global leader in Open Banking Payments, we are establishing Pay by Bank as the new standard at checkout, providing unparalleled freedom, speed, and ease to millions of consumers and merchants worldwide. Our Ambition: To build the world’s most disruptive payment network and redefine what the payment experience should feel like. Trustly is a global team of innovators, collaborators, and doers. If you are driven by a strong sense of purpose and thrive in a dynamic, entrepreneurial, and high-growth environment, join us and be part of a team that’s transforming the way the world pays. About the team The Security & Information Technology organization is the backbone of Trustly’s commitment to global financial trust. We are responsible for architecting a resilient security posture and a seamless, AI-native workplace that enables our global workforce to innovate at speed. Our mission is to protect millions of transactions while ensuring that our internal technology ecosystem is as fast, secure, and disruptive as the payment solutions we build for our merchants and customers. About the role Reporting directly to the Global CTO, the Chief Information Security Officer (CISO) & Head of Information Technology will serve as Trustly’s most senior security and internal technology operations executive. This is a dual-scope role: you will own the full information security program - strategy, architecture, risk, and response, while also leading the IT organization that underpins Trustly’s global workforce, including driving our AI productivity journey. You will be a key voice to the C-suite and a trusted advisor to the Board on all matters related to security posture, cyber risk, and technology resilience. You will operate at the intersection of a high-growth, globally distributed fintech and a fast-evolving regulatory and threat landscape, making decisions that have direct implications for our customers, our partners, and our business. What you’ll do Information Security Strategy & Program Leadership • Define and execute Trustly’s global information security strategy, roadmap, and multi-year program, aligned to business objectives and risk appetite., • Own the enterprise security architecture across cloud infrastructure, payment systems, APIs, and internal applications., • Build and mature security capabilities spanning identity and access management, threat detection and response, data protection, application security, and vulnerability management., • Lead and develop a high-performing security team; attract, retain, and grow top security talent across the organization., • Champion a security-first culture, partnering with Engineering, Product, Legal, and Finance to embed security into every stage of the development and business lifecycle.Information Technology Organization, • Lead the global IT function, overseeing end-user computing, workplace technology, service desk, network infrastructure, and enterprise systems., • Drive operational excellence and reliability across IT services for Trustly’s distributed, global workforce., • Lead our global workforce in productivity improvements centered around AI., • Own IT vendor relationships and enterprise tool strategy, ensuring cost-effectiveness, scalability, and compliance., • Oversee IT disaster recovery and business continuity programs, ensuring resilience across critical business systems.Risk Management & Regulatory Compliance, • Own Trustly’s cybersecurity risk framework, conducting regular assessments and translating technical risk into business terms for executive and Board audiences., • Ensure compliance with applicable regulatory requirements across all operating jurisdictions, including PCI DSS, SOC 2, GDPR, DORA, ISO 27001, CCPA, and open banking regulations., • Partner with Legal and Compliance to navigate evolving data privacy and financial services regulations in the U.S., EU, and other markets., • Lead third-party and vendor risk management, ensuring Trustly’s partner and supply chain ecosystem meets security standards.Security Operations & Incident Response, • Oversee the Security Operations Center (SOC), threat intelligence, and incident response capabilities, ensuring rapid detection, containment, and recovery., • Serve as executive incident commander for major security events; manage stakeholder communications, regulatory notifications, and post-incident reviews., • Continuously improve detection engineering, red team / blue team programs, and tabletop exercise cadences.Executive Leadership & Board Engagement, • Present security and IT risk posture, program updates, and strategic priorities to the Board of Directors and executive leadership on a regular basis., • Partner with the CTO, CFO, General Counsel, and other C-suite executives to align security investments with business strategy., • Represent Trustly externally with regulators, auditors, strategic partners, and industry bodies.Who you are, • 15+ years of progressive experience in cybersecurity, with demonstrated breadth across security architecture, risk management, compliance, and security operations., • Proven track record of building and scaling enterprise security programs in complex, high-growth environments., • Hands-on experience navigating regulatory frameworks (e.g. PCI DSS, ISO 27001), • Deep knowledge of cloud security (AWS, GCP, and/or Azure), DevSecOps practices, and modern security tooling., • Executive presence and communication skills, with the ability to engage a Board of Directors and translate complex technical risk into strategic business terms., • Experience leading high-performing, geographically distributed teams in a global organization., • Strong vendor and contract management experience., • Prior CISO title or equivalent accountabilities at a technology company, financial institution, or regulated fintech., • Experience managing IT organizations at scale, including enterprise infrastructure, end-user technology, and IT operations., • Experience at a payments company, open banking platform, or financial services organization operating under multiple regulatory regimes., • Familiarity with open banking infrastructure, API security, and payment rail security considerations., • Advanced security certifications such as CISSP, CISM, or CISA., • Experience with pre-IPO security program build-out and audit readiness. LOCATION & WORKPLACE This is a hybrid role based out of our San Francisco or New York hubs. We look for team members to be in the office Tuesday through Thursday. SALARY RANGES IN US-BASED ROLE POSTING Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Recruiters can share more information with applicants about the specific salary range for preferred locations during the hiring process. Please note that the compensation details listed in US role postings reflect the base salary only and do not include other perks and benefits. WHAT WE OFFER At Trustly, you will have the chance to solve meaningful challenges alongside some of the brightest minds in FinTech. Together, we are shaping the future of payments in an environment that celebrates curiosity, collaboration, and innovation. You will be challenged and empowered to grow, making a real impact every step of the way. Our team is as diverse as the global footprint we serve, with colleagues across Silicon Valley, the U.S., Canada, Brazil, Europe, and beyond. At Trustly, we foster a workplace where everyone feels they belong—a place where teamwork thrives, ideas flourish, and we never forget to have fun along the way. We offer innovative perks and benefits packages that include: • Flexible paid time off & generous PTO accrual plans, • Comprehensive medical, dental, vision, and other insurances, • FSA & HSA plans for medical and dependent care, • Home office set-up allowance, • Internet stipend, • Retirement plan match for 401k and RRSP At Trustly, we embrace and celebrate diversity of all forms and the value it brings to our employees and customers. We are proud and committed to being an Equal Opportunity Employer and believe an open and inclusive environment enables people to do their best work. All decisions regarding hiring, advancement, and any other aspects of employment are made solely on the basis of qualifications, merit, and business need. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionAbout CookUnity: Food has lost its soul to modern convenience. And with it, it has lost the power to nourish, inspire, and connect us. So in 2018, CookUnity was founded as the first-of-its-kind platform that connects the world with the source of truly great food: chefs. Today, CookUnity delivers 50 million meals a year from the industry's best chefs to homes all over the country. Fresh. Ready-to-eat. And crafted with the passion that nourishes body and soul. Unwilling to stop there, CookUnity is expanding beyond delivery to become an ever-innovating marketplace focused on our singular mission: empower Chefs to nourish the world. If that mission has you hungry in more ways than one, you've found the right job posting. About CookUnity CookUnity is a chef-to-you marketplace connecting talented chefs with consumers, revolutionizing meal delivery. We bring small-batch, restaurant-quality meals to eaters nationwide, crafted by a diverse collective of all-star chefs. With over 100 inspired chefs from cities like NYC, LA, Austin, and more, our weekly subscription offers a wide range of hand-crafted meals to cater to various palates and dietary preferences. By delivering over 1 million meals per month, we're also empowering working chefs, tripling their income, and supporting their growth. CookUnity believes in fueling stronger communities, partnering with Food Bank For New York City to combat food insecurity across all five boroughs. About the Team: The B2B team operates like a startup within CookUnity — entrepreneurial, fast-paced, and bold in its ambitions. We are building a new category at the intersection of food, healthcare, and outcomes-driven nutrition. Our Healthcare vertical is one of our highest-priority growth areas, and the Medicaid segment represents one of the most meaningful and underpenetrated opportunities in our pipeline. This role reports directly to the Head of B2B and will be a senior, foundational hire on our Healthcare team — responsible for growing penetration within the Medicaid line of business. The role: We are looking for a Senior Account Executive with deep expertise in Medicaid, Medicaid policy, and selling to organizations that serve Medicaid clients. You will lead our go-to-market strategy for Medicaid. This is not a typical sales role — it is a builder's role. You will define the playbook, prospect your own leads, forge the relationships, and close the complex, high-value deals that will shape CookUnity's presence in the Medicaid ecosystem. Your primary focus will be on Medicaid Managed Care Organizations (MMCOs), Community Health Centers/provider organizations serving Medicaid clients, and state/local government agencies administering the Medicaid program. You will leverage CookUnity's unique position at the intersection of food access, nutrition, and health outcomes to win partnerships that drive both revenue and mission impact. Responsibilities: • Own and drive the full Medicaid sales motion — from pipeline development through contract negotiation and close., • Build the go-to-market playbook for selling into Medicaid and related entities, • Develop and maintain senior-level relationships with CMOs, VPs of Care Management,Chief Health Equity Officers, Medicaid Directors, and other key decision-makers within target organizations., • Identify and prioritize high-value Medicaid opportunities, crafting tailored proposals that speak to outcomes, member engagement, and compliance requirements., • Manage complex, multi-stakeholder enterprise sales cycles with long lead times, multiple decision-makers, and regulatory considerations., • Collaborate cross-functionally with product, operations, and marketing to ensure CookUnity's solutions are positioned compellingly and delivered seamlessly., • Serve as CookUnity's internal subject matter expert on the Medicaid ecosystem — regulatory landscape, funding structures, procurement processes, and key stakeholders., • Represent CookUnity at relevant conferences, industry events, and state-level forums to build brand presence and pipeline within the Medicaid space., • Maintain accurate forecasting and pipeline hygiene in Salesforce, and provide regular reporting to leadership on Medicaid segment performance., • Partner with Bruno and the leadership team to refine our Medicaid ICP strategy and prioritize the accounts with the highest potential impact.Minimum Requirements:, • 8–10+ years of enterprise sales experience, with a significant portion focused on Medicaid, managed care, or government-funded healthcare programs., • Demonstrated success closing high-value deals with Medicaid MCOs, or state/county agencies., • Deep working knowledge of the Medicaid ecosystem: funding structures, managed care contracting, SDOH initiatives, and value-based care frameworks., • Proven ability to navigate long, complex sales cycles with multiple stakeholders and regulatory considerations., • Experience with competitive procurements and RFP strategy., • Exceptional communication and executive presence — comfortable presenting to C-suite and state agency leadership., • Proficiency in Salesforce and structured pipeline management., • Track record of consistently meeting or exceeding quota on enterprise deals exceeding $250K–$500K+ in contract valuePreferred requirements:, • Established network within Medicaid MCOsor related state and federal agencies., • Experience working directly within a Medicaid health plan, FQHC, an agency administering the Medicaid programs, or a Medicaid-focused vendor., • Experience selling to or launching new programs for MMCOs or state/local government serving Medicaid clients., • Passion for food as medicine, health equity, or the role of food access in improving health outcomes for underserved populations., • Experience in a high-growth startup or scale-up environment — you are comfortable building without a full playbook. 🌅 401k Plan ⛱ Unlimited PTO 🗓️ 5- year Sabbatical: After 5 years with CookUnity, you get a 4-week paid sabbatical 🐣 Family leave: 12 weeks for primary caregiver and 6 weeks for secondary caregiver, fully paid 🕯 Compassionate Leave: 3-5 days each time the need arises 🥘 A generous amount of CookUnity credits to enjoy our amazing meals, added to your account, monthly 🧘🏽️‍♀️ Wellness perks: access to a nutritional coach and fitness subsidies to build a healthy lifestyle 👩🏾️‍🏫 Personalized Spanish coach 🌟 Awesome opportunity to join a company that is looking to change how we eat and how chefs work! Compensation • All final pay rates will be determined by the candidate's experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data. CookUnity is an Equal Opportunity Employer. We are dedicated to creating a community of inclusion and an environment free from discrimination or harassment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, citizenship status, protected veteran status, genetic information, or physical or mental disability. Compensation All final pay rates will be determined by candidates experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.Pay Range for this position$180,000—$220,000 USD If you're interested in this role, please submit your application, and if we think you might be a fit, we'll get in touch with you. Thank you for your time! CookUnity is an Equal Opportunity Employer. We are dedicated to creating a community of inclusion and an environment free from discrimination or harassment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, citizenship status, protected veteran status, genetic information, or physical or mental disability. A quick note for all candidates We've recently seen an increase in recruitment scams across the industry, and we want to make sure you (and your data) stay safe while applying to CookUnity. We also want you to know that we take this seriously — sometimes, as part of our process, we may ask for a brief "proof of humanity" to confirm that we're connecting with a real person, not an impersonator. Here are a few tips to help you protect yourself and know what to expect from us: • Apply only through our official channels. All open roles are listed on our official careers page: careers.cookunity.com, • Our recruiters are real people — and easy to verify. You can always find them on LinkedIn with verified profiles. If you're unsure, feel free to reach out to us on our official LinkedIn Company Page., • We only communicate through official CookUnity channels. That means emails ending in @cookunity.com and interviews held through official company platforms (Google Meet or Zoom) — never WhatsApp, Telegram, or SMS.

Job Description Internally, we call this position a "Pre-Approval Specialist", or "LP2 (Loan Partner 2). The Loan Partner 2 (LP2) job description outlines a critical role within the lending team, focusing on prequalifying borrowers, issuing pre-approvals, and managing the loan pipeline. Here are the key responsibilities and qualifications for an LP2: Job Summary The LP2 is responsible for accurately prequalifying home loan applications, issuing and managing quality pre-approval letters, and overseeing the success of every loan in the committed pipeline. This role requires working cohesively with Loan Officers, borrowers, loan processors, underwriters, and third parties to ensure 95%+ of all loans close on time while providing an outstanding experience from application to close. Compensation: $75,000 - $100,000 yearly Responsibilities: Prequalify: • Serve as an available resource for referral partners, • Engage in soft qualification conversations to help assess general borrower readiness and scenario viability, • Answer referral partner questions such as:, • Condo warrantability, • Bank statement borrower scenarios, • Recasting and general loan structure questions, • Accurately pre-approve qualified borrowers, • Prepare payment and scenario requests, • Proactively engage pre-approved buyers, • Onboard all new contracts for rate lock consultation, • Submit applications for processing for disclosures, • Execute borrower updates, pre-closing, and funding calls, • Ensure 95%+ of loans close on time, • Excellent time management, interpersonal, communication, and follow-up skills, • Strong understanding of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage documentation, processes, and procedures, • Capable of analyzing credit reports, income, and asset documents, and can structure a loan properly in a variety of ways, • Current NMLS license or must be willing to get licensed within 90 days GoRascal revolutionizes the mortgage industry by combining Scott Valins's deep experience and service-first attitude with David Williams's operational and growth expertise. Together, they foster an innovative environment emphasizing education, positivity, and perseverance. They aim to transform the mortgage experience into a transparent, efficient, and client-centered journey. By instilling a unified service-first culture across their team, GoRascal commits to providing clients with tailored mortgage solutions swiftly and effectively. This approach not only raises the industry standard but also ensures a seamless, positive experience for every client involved, embodying their mission to make the mortgage process more accessible and less daunting for everyone.

Job Description Gregorys Coffee is looking to hire an amazing Store Leader to join our team as we prepare to open our new Paramus location! Gregorys Coffee is a family run company that puts people first. Joining our team means joining a community of baristas whose aim is to provide an amazing guest experience for anyone who walks through our doors. If you are interested in being part of a company that is focused on making everyday special for our guests and our team, Gregorys is the company for you. Job Description & Responsibilities The Store Leader plays a crucial role in closely managing the day-to-day operations of a single Gregorys location. This individual will be responsible for ensuring our standards of quality, service, and cleanliness are upheld every single day. The Store Leader will be the first line of defense in managing financial performance, HR concerns, and operational issues that arise in their assigned store. Most importantly, a Store Leader will be a beacon of our culture. They will always be working to coach and develop all levels of their teams to achieve great results and career growth. This role will oversee and manage the following: * People Development * Ensure new hires/transfers are onboarded properly to the store and thoroughly acclimated in operational, service, and knowledge functions * Ensure teams are upholding our high standards by conducting evaluations and thorough observations * Work alongside and develop all levels of the team and have a firm understanding of specific coaching and development opportunities * Provide continuing education to every member of your team, driving superior coffee, food, and service knowledge * Identify and work with high potential talent that can be developed into our next great leaders * Operational Standards * Ensure all existing operational and menu standards are being executed as planned * Train team on new menu and operational roll outs * Ensure all employees are upholding Department of Health standards and are always thoroughly prepared to handle an inspection at any time * Ensure quality standards are met by checking for taste, FIFO rotation, and visual appeal * Ensure stores are kept immaculately clean, organized, and well merchandised at all times * Service Standards * Work side by side with your team to lead by example in giving 5-star service * Coach team to have a guest-first mentality at all times regardless of side-duty tasks that need to be completed * Proactively manage customer concerns/issues and coach teams on how to do the same so it doesn’t become a complaint and instead becomes a praised review * Become the “Mayor” of your store neighborhood and know a significant amount of Gregulars that come in every day * Collect customer business cards/email addresses to build a database that you can promote grass-roots marketing efforts towards to drive loyal business * Minimize guest complaints and respond to all Yelp/Google/App/Email comments and go above and beyond for both positive and negative reviews. * Facilities & Maintenance * Proactively clean, service, and maintain all equipment in your store * Hold monthly meetings with an agenda and clear deep cleaning tasks to be accomplished * Quickly react to any major plumbing, electrical, HVAC, equipment, or other facility concerns that can severely impact business * HR Management * Ensure you and your team are compliant with employee labor laws * Ensure changes to labor laws are thoroughly communicated and enacted * Proactively manage employee issues by having regular one on one conversations with every employee on your team * When necessary, deliver coaching conversations, warnings, and terminations with sufficient evidence and documentation that protects the business and the employee’s experience * Financial Performance * Closely manage your store’s controllable profit areas: sales, labor, and COGS * Work closely with your team to build customer relationships and seek out revenue drivers outside of the 4-walls of the store * Work closely with your team to build efficient schedules based on the needs of the business, using data to drive your decisions * Manage weekly payroll reconciliation ensuring hours and tip distribution are 100% accurate * Manage cash handling responsibilities including cash drawer counts, safe reconciliation, and bank deposits * Actively monitor inventory/waste levels and ordering activity to ensure your location has sufficient product for service without exceeding your COGS targets * Ensure monthly inventory counts are completed and submitted accurately Additional Expectations * This is a hands-on role and a Store Leader is expected to work alongside their teams to drive revenue, efficiency, and profitability. Setting and leading by example is what will drive your success * There is no set schedule for this role. A Store Leader is expected to use their best judgment to actively be in their store based on the needs of the business and the development of their people. This includes active oversight on early mornings, nights, weekends, and holidays. * Regular communication with your assigned DL or Multi Unit is expected to keep him/her aware of the state of your business and proactive solutions you are providing * Actively embody the 12 Leadership Principles and live them out each and everyday with your teams * Attend company events and proactively encourage team members to attend as well If this is you please apply today! We use eVerify to confirm U.S. Employment eligibility.

Job DescriptionMISSION CAPITAL: Mission Capital Advisors ("Mission Capital"), a subsidiary of Marcus & Millichap Capital Corporation ("MMCC"), is a leading Third-party Due Diligence provider and Loan Sale Advisor. Mission Capital Advisors (Mission Capital), a subsidiary of Marcus & Millichap Capital Corporation (MMCC), is a leading loan sale advisor and due diligence provider. Mission Capital is seeking Director and Vice President level candidates to join their residential loan portfolio sales team. The candidate will work with senior members of Mission Capital and MMCC and will be based in New York, NY. The candidate will have knowledge of the broad bank and non-bank lending market and familiarity with all single family mortgage debt products including performing, re-performing, sub-performing, distressed, and charge-offs. They should possess relationships with debt capital markets participants/customers, including community, regional, money center and international banks, investment banks, specialty finance companies, and funds. The base salary range for this role is $125,000 - $175,000 per year. This position is eligible for a discretionary performance‑based bonus. The exact bonus amount is not guaranteed and will vary based on individual performance, team results, and company performance. Actual pay will be determined by factors such as education, experience, and job-related skills relevant to the role. Marcus & Millichap is a multi-state employer and posted salary ranges are provided in good faith for compliance with all relevant pay-transparency regulations. These ranges may not reflect potential compensation for positions based in other states or regions. Key Responsibilities: • Possess, develop and maintain consultative high-level relationships with decision makers at banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers and other market participants to source residential loan sale opportunities for Mission, • Evaluate bank balance sheets, quarterly earnings presentations, news sources, earnings, and call reports, and other publicly available information to develop thoughtful loan sale trading strategies for financial services clients, • Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing, • Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters, • Schedule and attend industry conferences and events, • Develop and promote thought leadership ideas to clients, • With the assistance of the MCA and MMCC analyst and trade support, complete sophisticated new business proposals for potential clients, including both strategy and valuation analysis, • Maintain detailed tracking and reporting of business development initiatives in SalesforceKey Attributes / Experience:, • Bank / FIG analyst training / prior investment bank sell side analyst coverage experience, • Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund), • Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution, • Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus), • Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus, • Strong business writing skills, • Attention to detail, • Ability to work as part of a team, • Strong drive and desire to take on responsibility • Health, dental, and vision insurance, • Paid time off and paid holidays, • 401(k) retirement plan with employer matching contributions, • Life and disability insurance Marcus & Millichap is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under federal, state, or local law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Gregorys Coffee is looking to hire an amazing Store Leader (General Manager) to join our team! Gregorys Coffee is a family run company that puts people first. Joining our team means joining a community of baristas whose aim is to provide an amazing guest experience for anyone who walks through our doors. If you are interested in being part of a company that is focused on making everyday special for our guests and our team, Gregorys is the company for you. Job Description & Responsibilities The Store Leader plays a crucial role in closely managing the day-to-day operations of a single Gregorys location. This individual will be responsible for ensuring our standards of quality, service, and cleanliness are upheld every single day. The Store Leader will be the first line of defense in managing financial performance, HR concerns, and operational issues that arise in their assigned store. Most importantly, a Store Leader will be a beacon of our culture. They will always be working to coach and develop all levels of their teams to achieve great results and career growth. This role will oversee and manage the following: * People Development * Ensure new hires/transfers are onboarded properly to the store and thoroughly acclimated in operational, service, and knowledge functions * Ensure teams are upholding our high standards by conducting evaluations and thorough observations * Work alongside and develop all levels of the team and have a firm understanding of specific coaching and development opportunities * Provide continuing education to every member of your team, driving superior coffee, food, and service knowledge * Identify and work with high potential talent that can be developed into our next great leaders * Operational Standards * Ensure all existing operational and menu standards are being executed as planned * Train team on new menu and operational roll outs * Ensure all employees are upholding Department of Health standards and are always thoroughly prepared to handle an inspection at any time * Ensure quality standards are met by checking for taste, FIFO rotation, and visual appeal * Ensure stores are kept immaculately clean, organized, and well merchandised at all times * Service Standards * Work side by side with your team to lead by example in Making an Impression * Coach team to have a guest-first mentality at all times regardless of side-duty tasks that need to be completed * Proactively manage customer concerns/issues and coach teams on how to do the same so it doesn’t become a complaint and instead becomes a praised review * Become the “Mayor” of your store neighborhood and know a significant amount of Gregulars that come in every day * Collect customer business cards/email addresses to build a database that you can promote grass-roots marketing efforts towards to drive loyal business * Minimize guest complaints and respond to all Yelp/Google/App/Email comments and go above and beyond for both positive and negative reviews. * Facilities & Maintenance * Proactively clean, service, and maintain all equipment in your store * Hold monthly meetings with an agenda and clear deep cleaning tasks to be accomplished * Quickly react to any major plumbing, electrical, HVAC, equipment, or other facility concerns that can severely impact business * HR Management * Ensure you and your team are compliant with employee labor laws * Ensure changes to labor laws are thoroughly communicated and enacted * Proactively manage employee issues by having regular one on one conversations with every employee on your team * When necessary, deliver coaching conversations, warnings, and terminations with sufficient evidence and documentation that protects the business and the employee’s experience * Financial Performance * Closely manage your store’s controllable profit areas: sales, labor, and COGS * Work closely with your team to build customer relationships and seek out revenue drivers outside of the 4-walls of the store * Work closely with your team to build efficient schedules based on the needs of the business, using data to drive your decisions * Manage weekly payroll reconciliation ensuring hours and tip distribution are 100% accurate * Manage cash handling responsibilities including cash drawer counts, safe reconciliation, and bank deposits * Actively monitor inventory/waste levels and ordering activity to ensure your location has sufficient product for service without exceeding your COGS targets * Ensure monthly inventory counts are completed and submitted accurately Additional Expectations * This is a hands-on role and a Store Leader is expected to work alongside their teams to drive revenue, efficiency, and profitability. Setting and leading by example is what will drive your success * There is no set schedule for this role. A Store Leader is expected to use their best judgment to actively be in their store based on the needs of the business and the development of their people. This includes active oversight on early mornings, nights, weekends, and holidays. * Regular communication with your assigned DL or Multi Unit is expected to keep him/her aware of the state of your business and proactive solutions you are providing * Actively embody the 5 core values and live them out each and everyday with your teams. * Attend company events and proactively encourage team members to attend as well We see you! We use eVerify to confirm U.S. Employment eligibility.

Job Description Job Description Bilingual Financial Wellbeing Coach –Homeownership DEPARTMENT: HOPE Program Operations ACCOUNTABILITY: Reports to Director of Operations ABOUT OPERATION HOPE: Operation HOPE is a non-profit organization dedicated to promoting financial dignity, economic empowerment, and homeownership opportunities. Our mission is to provide individuals and families with the tools and knowledge they need to achieve and maintain sustainable homeownership. POSITION OVERVIEW: We are seeking a passionate, and experienced Homeownership Coach to join our team at Operation HOPE. As a Financial Wellbeing Coach in this role, you will focus on providing personalized guidance and support to individuals navigating the homeownership process, with a specific emphasis on ensuring data entry and required documents follow the guidelines set by the U.S. Department of Housing and Urban Development (HUD). Our work is about instilling knowledge and confidence so clients can make informed financial decisions, overcome financial challenges, and work towards achieving their financial goals. The ideal candidate will be fluent in both English and Spanish, with the ability to effectively communicate to engage diverse audiences. KEY RESPONSIBILITIES: • Individual Counseling:, • Conduct one-on-one counseling sessions with clients seeking homeownership assistance., • Provide information and guidance on HUD programs, including FHA loans, down payment assistance opportunities, and homeownership education., • Develop personalized action plans based on individual client needs and circumstances., • Educate clients on budgeting, debt management, savings strategies, and other relevant topics., • Financial Education:, • Deliver comprehensive financial education to clients, covering topics such as budgeting, credit management, and various homeownership topics, • Assist clients in understanding the financial implications of homeownership and making informed decisions., • Build productive relationships with Bank Partners and community organizations for shared client referrals., • Offer both virtual and in-person workshops as requested., • Client Relationship Management:, • Enroll clients into client management system and encourage them to do so through our website., • Establish and maintain strong relationships with clients, fostering trust and open communication., • Schedule regular one-on-one sessions with clients via Zoom, phone and in-person appointments., • Monitor clients' progress towards financial goals through Dynamics, our client relationship management software., • Resource Referral:, • Connect clients with additional resources, services, and support networks available through Operation HOPE and community partners., • Stay updated on financial assistance programs, grants and other community resources that may benefit clients., • Build alliances with community partners to pass along to their clientele., • Promote Operation HOPE, Inc. solutions via appropriate social media., • Documentation and Reporting, • Maintain accurate and detailed records of client activities, using HUD guidelines., • Ensure all data entered has been captured daily in our CRM system, Dynamics., • Report client updates to Dynamics in a timely fashion to ensure data is fresh and accurate., • Service Spanish Speaking Clients, • Fluency in English and Spanish, with the ability to effectively communicate to engage with the Hispanic and Latino community., • Excellent written and verbal communication skills both and English and Spanish., • Bachelor’s degree in Finance, Housing, Counseling, or a related discipline, however, will consider comparable 2+ years of work experience in a related field., • Strong knowledge of personal finance, budgeting, debt management, and savings strategies., • Proficiency in MS Word, Excel, and PowerPoint will be required in this position., • Currently HUD certified, or able to pass the HUD Certified Counselor exam within first 90 days., • Previous experience in homeownership counseling or related roles., • Presentation skills - the right candidate must have the ability to conduct group and individual recruitment and training sessions., • Empathetic and patient approach in working with individuals from diverse backgrounds., • High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for others., • Strong communication skills both verbally and in writing to conduct presentations and meetings., • Ability to empathize with clients and provide culturally competent guidance., • Good listener and self-starter with a demonstrated ability to work with minimal hands-on direction., • Ability to meet monthly and annual production goals., • Ability to meet tight deadlines and manage time effectively., • This job requires personal transportation for travel within the designated market area., • Experience using Customer Relationship Management programs., • Experience in loan packaging., • Experience in sales or community outreach activities. Operation HOPE is an Equal Opportunity Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information or any other characteristic protected by law.

Job Description WHO WE ARE At Trustly, we're building a smarter, faster, and more secure financial future by revolutionizing the world of payments. As a global leader in Open Banking Payments, we are establishing Pay by Bank as the new standard at checkout, providing unparalleled freedom, speed, and ease to millions of consumers and merchants worldwide. Our Ambition: To build the world’s most disruptive payment network and redefine what the payment experience should feel like. Trustly is a global team of innovators, collaborators, and doers. If you are driven by a strong sense of purpose and thrive in a dynamic, entrepreneurial, and high-growth environment, join us and be part of a team that’s transforming the way the world pays. About the team The Data team at Trustly is the backbone of our decision-making and product innovation. We are a global, multidisciplinary collective of Software Engineers, Data Engineers, Machine Learning Specialists, Scientists, and Analysts who believe that data is more than just rows and columns - it is the fuel for a more transparent financial ecosystem. We operate at the intersection of high-scale engineering and deep financial intelligence. Our team processes millions of transactions in real time, turning complex Open Banking signals into seamless payment experiences. We pride ourselves on a culture of intellectual curiosity, technical excellence, and extreme ownership. About the role Reporting directly to the Global CTO, the Chief Data Officer (CDO) will serve as Trustly’s most senior data executive, responsible for the strategy, architecture, and execution of the company’s global data program. This is a broad, high-impact mandate: you will own the data platform that underpins our products and operations, the datasets that drive business decisions, the analytics capabilities that serve our internal and external stakeholders, and the machine learning and artificial intelligence initiatives that will define Trustly’s competitive edge in the years ahead. You will be a key member of the extended C-suite, partnering with the CTO, CPO, CFO, and business leaders across the company to turn data into product, revenue, and risk advantage. You will set the vision for how Trustly thinks about data as a first-class asset, while building and leading the engineering, science, and analytics teams to deliver on that vision at scale. What you’ll do Global Data Platform & Infrastructure • Define and execute the strategy for Trustly’s global data platform, including data lakehouse architecture, streaming and batch pipelines, data cataloging, observability, and correctness., • Own the end-to-end data engineering function, ensuring reliable, scalable, and cost-efficient data infrastructure that serves product, analytics, risk, and compliance use cases across all geographies., • Drive the evolution of Trustly’s data stack, making deliberate build-vs.-buy decisions and managing a best-in-class ecosystem of data tools and vendors., • Establish and enforce data standards, taxonomy, and governance frameworks that enable self-service access without sacrificing data quality or integrity., • Identify, develop, and steward Trustly’s highest-value proprietary datasets, including transaction-level payment data, bank account intelligence, consumer behavioral signals, and merchant performance data., • Define a long-term data strategy that turns Trustly’s unique data assets into durable competitive advantages - for risk management, product differentiation, and potential new revenue streams., • Oversee data governance, data lineage, and master data management programs, ensuring a single source of truth across the organization., • Champion data quality and reliability as foundational standards, implementing frameworks that ensure confidence in data used for business-critical decisions., • Collaborate with Legal, Compliance, and Privacy teams to ensure responsible and lawful use of data across all jurisdictions, including under GDPR, CCPA, and relevant open banking data regulations.Analytics & Business Intelligence, • Build and lead a world-class analytics function that delivers actionable insight to business stakeholders across Product, Finance, Risk, Operations, Sales, and the C-suite., • Establish a self-service analytics culture, enabling non-technical teams to access, explore, and act on data confidently and safely., • Own the development of key performance metrics, executive dashboards, and board-level reporting, ensuring data is accessible, accurate, and impactful at every level of the organization., • Lead Trustly’s machine learning and AI program, setting the technical vision and organizational structure for applied ML across fraud detection, risk scoring, payment success optimization, personalization, and operational automation., • Build and grow a team of machine learning engineers and data scientists, establishing rigorous practices for model development, validation, deployment, and monitoring., • Drive the responsible adoption of generative AI and large language models where they can create meaningful productivity or product value, with appropriate governance and oversight., • Define and maintain Trustly’s AI ethics and model risk management framework, ensuring fairness, explainability, and regulatory compliance across all deployed models., • Recruit, develop, and lead a high-performing, global team of data engineers, analytics engineers, data scientists, ML engineers, and BI analysts., • Foster a data-driven culture across Trustly, partnering with senior leaders to raise the overall level of data literacy and analytical rigor in decision-making., • Represent Trustly’s data capabilities externally with partners, regulators, and the broader industry, where relevant., • Contribute to the broader technology leadership team, collaborating with the CTO and peer executives on cross-cutting strategy and resource allocation.Who you are, • 15+ years of progressive experience in data engineering, data science, analytics, or a closely related technical discipline, with at least 5 years in a senior leadership role., • Demonstrated success building and scaling data platforms and teams in high-growth, data-intensive technology or financial services environments., • Deep expertise in modern data architecture: cloud data warehouses (Snowflake, BigQuery, Redshift), data lakes, streaming platforms (Kafka, Flink), and orchestration frameworks., • Hands-on understanding of machine learning and AI methodologies, with experience overseeing applied ML programs in production at scale., • Strong command of data governance, data quality, and regulatory compliance requirements relevant to financial services and global data privacy law (GDPR, CCPA)., • Track record of translating complex data strategy into business outcomes, with the communication skills to influence C-suite and Board-level audiences., • Experience managing geographically distributed, cross-functional data teams in a global organization., • Prior CDO, VP of Data, or equivalent executive title at a technology company, payments platform, or regulated fintech., • Experience in payments, open banking, financial services, or another highly regulated, data-rich industry., • Familiarity with transaction-level payment data, fraud modeling, credit risk scoring, or consumer behavioral analytics in a financial context., • Proven experience building or scaling ML platforms and MLOps infrastructure for production model deployment and monitoring., • Experience with generative AI and large language model deployment in an enterprise context., • Advanced degree (M.S. or Ph.D.) in Computer Science, Statistics, Mathematics, or a related quantitative field, or equivalent practical experience. LOCATION & WORKPLACE This is a hybrid role based out of our San Francisco or New York hubs. We look for team members to be in the office Tuesday through Thursday. SALARY RANGES IN US-BASED ROLE POSTING Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Recruiters can share more information with applicants about the specific salary range for preferred locations during the hiring process. Please note that the compensation details listed in US role postings reflect the base salary only and do not include other perks and benefits. WHAT WE OFFER At Trustly, you will have the chance to solve meaningful challenges alongside some of the brightest minds in FinTech. Together, we are shaping the future of payments in an environment that celebrates curiosity, collaboration, and innovation. You will be challenged and empowered to grow, making a real impact every step of the way. Our team is as diverse as the global footprint we serve, with colleagues across Silicon Valley, the U.S., Canada, Brazil, Europe, and beyond. At Trustly, we foster a workplace where everyone feels they belong—a place where teamwork thrives, ideas flourish, and we never forget to have fun along the way. We offer innovative perks and benefits packages that include: • Flexible paid time off & generous PTO accrual plans, • Comprehensive medical, dental, vision, and other insurances, • FSA & HSA plans for medical and dependent care, • Home office set-up allowance, • Internet stipend, • Retirement plan match for 401k and RRSP At Trustly, we embrace and celebrate diversity of all forms and the value it brings to our employees and customers. We are proud and committed to being an Equal Opportunity Employer and believe an open and inclusive environment enables people to do their best work. All decisions regarding hiring, advancement, and any other aspects of employment are made solely on the basis of qualifications, merit, and business need. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Job Description: Junior Accountant Job Overview: PBS Facility Service is seeking a Junior Accountant to join our Brooklyn office team, this is a new and integral role within our financial team. This role encompasses various responsibilities including Accounts Receivable, bank deposits, bank reconciliation, collections, and customer service. The Junior Accountant will play a vital role in ensuring accurate financial records, efficient account management, and timely collections, contributing to the overall financial success of the company. This position reports directly to the Financial Controller. What you will do: Accounts Receivable: • Process check deposits electronically, accurately recording all transactions., • Reconcile deposits in Quickbooks to maintain accurate financial records., • Prepare and analyze Accounts Receivable aging reports to monitor outstanding balances., • Manage proactive communications with customers, ensuring collections are completed within 30 days of billing., • Record ACH deposits in the bank system, ensuring accuracy and consistency., • Perform monthly bank account reconciliation for multiple entities to ensure financial accuracy., • Follow up on outstanding transactions and discrepancies to maintain up-to-date financial records., • Possession of an Accounting diploma and/or active progress toward a CPA certification. Relevant training and coursework will also be considered., • A minimum of 1 year of experience in an accounting role, with a specific emphasis on bank reconciliations., • Familiarity with Generally Accepted Accounting Principles (GAAP) and a strong adherence to good work practices., • A minimum of 1 year of experience using Quickbooks, with a preference for experience with Quickbooks Enterprise, • Strong attention to detail and a commitment to maintaining accurate financial records., • Excellent organizational and time-management skills to effectively manage multiple responsibilities., • Effective written and verbal communication skills to facilitate customer interactions and reporting., • Proficiency in MS Suite, • Ability to work both independently and collaboratively within a team environment.Company DescriptionIf your property looks good, you do too – and so do we. That’s what drives us and inspires us and pushes us to stay on top, as we bring our A game to every project. We’re acutely aware of how important your image is to you. First impressions, last impressions, and all those impressions in between – your facility maintenance speaks volumes about your professionalism before you’ve even had a chance to get down to business. We know that. And we know what it takes to get you looking good around the clock. We’re personally invested in our client’s success, which is why we make it a point to maintain relationships, not just buildings. When we get to know you, we get to know intuitively what works best for you and how we can improve our service, fine-tune our scheduling, and anticipate upcoming service needs, so that we can take a more proactive, personal approach to your facility’s maintenance. Let’s get acquainted.If your property looks good, you do too – and so do we. That’s what drives us and inspires us and pushes us to stay on top, as we bring our A game to every project. We’re acutely aware of how important your image is to you. First impressions, last impressions, and all those impressions in between – your facility maintenance speaks volumes about your professionalism before you’ve even had a chance to get down to business. We know that. And we know what it takes to get you looking good around the clock.\r\n\r\nWe’re personally invested in our client’s success, which is why we make it a point to maintain relationships, not just buildings. When we get to know you, we get to know intuitively what works best for you and how we can improve our service, fine-tune our scheduling, and anticipate upcoming service needs, so that we can take a more proactive, personal approach to your facility’s maintenance.\r\n\r\nLet’s get acquainted.

Job Description Senior Accountant - Grants/Contracts & Budget Management Bedford-Stuyvesant Restoration Corporation, founded in 1967, is the nation’s first community development corporation nestled in the heart of Central Brooklyn in Bed-Stuy. Located at Restoration Plaza, a 300,000 square foot commercial complex that offers a mix of retail, dining, recreation and entertainment, this historic organization is steeped in its mission to close the racial wealth gap. We provide direct services across an economic mobility platform centered on workforce development, affordable housing/homeownership, community revitalization, small business development and arts and culture to 60,000 people annually. About the Role The Senior Accountant - Grants/Contacts & Budget Management General Managing Business Admin. & Compliance Officer and is responsible and accountable for processing grants/contracts claims, tracking grant/contact revenues and expenses and ensuring proper and accurate coding of grant/contracts revenues and expenses. Key Responsibilities Works cooperatively with the financial team and departmental/program staff to ensure the sound management of contracts/grants, as well as pass-through grants/contracts projects. He or She is responsible for the accurate and timely input and posting of financial activities for grant/contracts, as well as pass through grant/contracts projects to the accounting system, the timely reconciliation of assigned bank accounts, the timely completion and submission of claims to funding agencies, the development of grants/contracts budgets, communicating with funding agencies and departmental/program staff, producing, updating, reviewing and maintaining reports for grants/contracts, pass-through grants/contracts projects, including claims, general ledger, trial balance, balance sheet, and income statement, as well as associated excel worksheets. Prepare and present reports -budget vs actual & variance with projections. Accounts Payable • Reviews and approves Grants/Contracts check requests for input to the Accounts Payable system and ensures that check requests are contract compliant including that:, • Invoices meet funding agency and the organization's compliance and internal control standards, are in good form, and are fully and properly documented., • Bids/quotes required by funding agencies and BSRC are attached, • Consulting contracts are current, • Check requests are properly authorized and approved, • If required, properly authorized purchase orders are attached, • Expenses are properly coded and classified, • Funding sources are properly and accurately identified, • Expenses are authorized under the funding source budget Payroll • Ensures that the payroll information for grants/contracts is accurate and in-line with budgeted allocations., • Ensures that payroll staff receives pertinent payroll allocation information on a timely basis and payroll expenses are properly recorded against the correct fund, department and grant project id., • Reviews the payroll register and makes necessary adjusting entries to ensure that payroll allocations are in-line with grant/contract budgets, • Meets with departmental/program managers and payroll staff to quickly resolve payroll issues. Cash Receipts • Reviews agency fund transmittal information on a monthly basis to ensure that cash receipts are properly coded and inputted to the correct fund, department and project/grant as well as the correct program year., • Meets with the Cash Receipts Manager and departmental/program managers to resolve any cash receipt issues., • Reviews the cash receipts system to ensure that cash receipts have been accurately recorded and ensures that mis postings and errors are immediately corrected., • Posts cash receipts journals Claims/Voucher/Billings • Prepares monthly contracts/grants claims in accordance with contract requirements and submits claims to funding agency on a timely basis, as required under the funding contract, • Interacts with the funding agencies to ensure that claims are accurate and in compliance, • Interact with external budget analysis and contract managers to seek guidance and firm up compliance, • Attend trainings and workshop or meetings as they relate to your grants and are recommended or required General Ledger Maintenance and Trial Balance Management • Assists with the General Ledger Maintenance and Trial Balance Management, as assigned, which may include:, • Planning and directing ledger accounting for grants/contracts, and pass-through projects, including timely and accurate general ledger, inter-company, inter-funds, and inter-program accounting and maintenance, as well as accounts payable, accounts receivable, and payroll processing that reflects proper and accurate account classification and treatment of accounting transactions., • Monitoring A/P reports, cash disbursement, cash receipts registers, and A/P suspense accounts, the prompt investigation and correction of questioned items, and the prompt clearance of open items for grants/contacts., • Monthly monitoring of the general ledgers of grants/contracts projects for accuracy of classification, and treatment of accounting transactions, and the prompt corrections of mis postings and misclassifications., • Reviewing journal entries for grants/contracts projects, to ensure they are properly and accurately coded., • Ensuring grants/contracts have balanced trial balance, where appropriate. Reconciliations, Closings and Annual Audits • Responsible for the monthly, quarterly, and annual review, reconciliation and closing processes, for grants/contracts projects and associated excel worksheets, and meeting established processing, and reconciliation deadlines. This includes reviewing general ledger accounts for reasonableness, investigating unusual transactions, ensuring mis postings are corrected, ensuring that complete transactions are posted in accordance with GAAP, and ensuring that required schedules are completed on a timely basis, in accordance with established contractual and organizational deadlines. Grants/Contracts Budget Development and Management • In collaboration with departmental/program managers, is responsible for developing grants/contracts budgets on a timely basis., • Responsible for coordinating with Funding Agencies and submitting grants/contracts budgets for approval on a timely basis., • Responsible for preparing grants/contracts budget amendments and modifications for submission to funding agencies on a timely basis and., • Performs timely and relevant grant/contracts budget variance analysis and investigations and makes recommendations for budgetary controls to Finance Management. Grants/Contracts Management and Compliance • Is the expert on contractual/grant requirements and ensures that departmental/program managers are aware of and operates within the guideline of contractual requirements., • Ensures that the financial activities of grants/contracts are consistent with contractual requirements. ·, • May participate in the development of internal controls, policies and procedures that meet the organization's contractual obligations. Contracts/Grants Financial and Grants Audits and Compliance • Participates as assigned in the financial audits and grants/contracts audits., • Ensures that grant/contract audit processes are completed on a timely basis, information is provided to the auditors on timely basis, and corrective action plans are developed and implemented on a timely basis., • Communicates with funding agency representatives on accounting matters and provides the funding agency representatives with requested accounting reports and information. Internal Controls and Compliance • Ensures that grants/contracts operate within the procedural and policy guideline of their contracts and the organization., • Participates in developing, implementing, and maintaining auditing guidelines, timelines, and corrective action plans to ensure compliance with the contractual and governmental obligations of grants/contracts, as well as the organization's audit and internal control objectives. Financial Reporting and Analysis, Fiscal Audits, A-133 Audits, Unaudited and Audited Financial Statements • As assigned, participates in the timely preparation of accurate, complete and reliable, monthly financial statements and accurate trial balances for grant/contracts., • As assigned, prepares timely and accurate schedules, unaudited and audited financial Statements, and notes to the financial statements, as necessary for contracts/grants., • As assigned, provides timely and accurate A-133 information and reports including Federal Awards Schedule, for contracts/grants. Other • Is crossed-trained on accounts payable, cash disbursements, procurement, accounts receivable, cash receipts, and payroll functions and is able to back up these functions., • Performs other accounting duties, as assigned. Process Improvement and Performance Management • Assists in developing and maintaining consistently structured accounting policies and procedures for assigned contracts/grants., • Participates in the continuous improvement in accounting processes, reviews, analysis, and investigations for contracts/grants, to enhance accuracy and efficiency in meeting established deadlines, providing accurate and reliable financial reports, and maintaining contractual compliance. What you bring to the role • Self-directed, solutions-oriented, multi-tasker, with strong communications and organizational skills. • Ability to work under pressure and tight deadlines and adept at managing peak work periods, and changing circumstances., • Tenacious in meeting deadlines and willingness to work late and on weekends, if necessary, to meet claims submission, bank reconciliation, reporting and audit deadline, • Ability to work collaboratively across departments/programs and be responsive to internal and external inquiries. Experience & Qualifications: • At least 5 years progressive senior level accounting experience in non-profit accounting, general ledger management and contract/grants management/accounting. • Accounting or Finance Degree required., • Experience with governmental programs including DHCR-Weatherization Assistance Program, DYCD, HRA, DWCP and SBS a plus. • Experience in preparing Federal Awards schedules and supporting documentation for A-133 audits desired. • Extensive experience with computerized accounting software, and MS Office, particularly excel spreadsheets. What We Offer: Health/medical, dental and vision coverage, 12 paid holidays, a generous PTO bank of 4 weeks, paid sick leave, employee discount program, 403-B, employee assistance program, commuter benefits programs, and other forms of leave and benefits. Salary/Hourly Range: $85,000 to 95,000 Application Process: Please include a resume and cover letter outlining your interests and qualifications when applying for this position. (may include other requirements, e.g writing samples, graphic design samples, etc.)

Job Description Tax Planning Manager (CPA/EA) Client Sector: High-Growth Fintech / Wealth Management (RIA) Location: New York City (Hybrid / Remote) Classification: Full-time, Exempt The Opportunity Harrison Gray Search has been retained by a venture-backed, technology-first Registered Investment Advisor (RIA) to find a Tax Planning Manager. Our client is disrupting the wealth management space by combining elite financial advisors with a proprietary, cutting-edge technology platform. This is a newly created role within the Advisor Success team. As the first dedicated tax expert in this department, you will bridge the gap between financial planning and complex tax strategy. This is not a "back-office" tax prep role; you will be a strategic partner to advisors nationwide, providing real-time, high-impact tax advice for high-net-worth clients. Your Impact • Strategic Advisory: Partner with financial advisors to deliver deep-dive tax analysis, including marginal rate modeling, Roth conversions, tax-efficient withdrawal strategies, and charitable planning., • Complex Case Work: Handle intricate equity compensation (stock options) and estate planning implications, integrating them into a holistic financial plan., • Collaborative Planning: Work alongside Trust & Estates and Investment teams to ensure client strategies are unified and tax-aware., • Innovation: Contribute to the development of internal tools, calculators, and workflows that standardize tax planning on our client's proprietary platform., • Growth: As the first hire in this vertical, you will help set the KPIs and standards for the tax planning service, with the potential to move into a leadership/director role as the team expands over the next 18 months. The Ideal Candidate • Credentials: Must be a CPA or Enrolled Agent (EA). An advanced degree (MST, JD, or LLM) is a significant plus., • Experience: 5+ years in financial planning (preferably within an RIA, MFO, or Private Bank) with at least 3-4 years specifically focused on tax planning and advice., • "Living in the World": We are looking for someone who lives and breathes tax law daily. You should be able to pivot quickly when follow-up questions arise and translate complex codes into actionable guidance for advisors., • Software Literacy: Familiarity with Holistiplan, eMoney, MoneyGuide, or RightCapital is preferred., • Mindset: You thrive in a "startup" environment where you are comfortable breaking through walls to get things done correctly. Compensation & Benefits • Competitive Base + Bonus, • Equity: A "ground-floor" opportunity to own a piece of a fast-scaling organization., • Time Off: Unlimited PTO (Our client trusts you to manage your own schedule)., • Retirement: 401(k) with a 3% company match., • Health: Full medical, dental, and vision benefits., • Perks: Access to the firm’s elite financial planning services for your own personal use.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within the Asset Management Department. The Senior Director is responsible for serving as a value-added extension of a financial professional’s practice. This individual will satisfy this requirement through two major functions – partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm’s financial professionals, and teams on all things related to Oppenheimer’s financial planning capabilities. This position will report to the Managing Director and Head of Financial Planning. This position may be based at any of the following office location: Chicago, Houston, Los Angeles, San Francisco, Seattle, or New York City. Responsibilities: • Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimer’s goals-based financial planning process, • Educate financial professionals on best practices with respect to integrating these capabilities and the process of financial planning into their business practices, • In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings, • In certain circumstances, drive, partner, or serve as a consultant on the development of an actual plan for presentation, • Be able to speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning related topics, • Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes, • Build strong, trustworthy, value driven relationships with financial professionals, branch managers, business partners and senior management at the firm in the interest of promoting financial planning, • Minimum of 7 years’ experience in financial services including, but not limited to, financial planning, goals-based investing, engaging with affluent/HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies, • Bachelor’s degree in business, finance, accounting or related field required, • Active CFP® financial professionals designation required, • FINRA Registration: Series 7 and 66 (or 63 and 65) required, • Active state life and health insurance license required, • Knowledge and familiarity of branch functionality and also the advisor/client relationship strongly preferred but not required, • Strong understanding of and experience with MoneyGuidePro financial planning software or similar related software, • The ability and flexibility to travel, approx. 10-25% of the year, • Intelligent, enthusiastic self-starter with proven ability to work closely with financial professionals and other team members, • Excellent time management skills, • Ability to juggle multiple planning opportunities at different stages with different financial professionals at any given time., • High ethical standards geared toward putting the clients’ best interest first, • Exceptional presentation skills that can range from a small audience of 1 or 2 individuals to larger groups of 50+ individuals, • Passion for coaching, training, and educating colleagues whose experience can range from little or none up to multiple decades worth of tenure, • Strong working knowledge of Microsoft Office suite For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $130,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionCompany Description About KIPP NYC Founded in 1995, KIPP NYC Public Schools is a non-profit network of 18 free, public charter schools located in the Bronx, Brooklyn, and Manhattan. We partner with families and communities to create joyful, academically excellent schools where every child grows up free to create the future they want for themselves and their communities. From our first middle school, KIPP Academy in the Bronx, to today’s network of eight elementary schools, nine middle schools, and one high school, KIPP NYC provides students with engaging academics, arts, athletics, and social–emotional learning that prepare them for college, career, and beyond. Our commitment doesn’t end at graduation. Through KIPP Forward, we continue to support our alumni as they navigate college, career, and life, helping them define success on their own terms and pursue the paths that align with their goals and sense of purpose. Together, we serve more than 9,400 students, support 4,700 alumni, and employ over 1,100 dedicated team members who bring passion, expertise, and commitment to our mission every day. Job Description KIPP NYC is seeking a Chief Financial Officer to help lead the organization into its next chapter—one defined by growth, increased impact, and a continued commitment to operational excellence in service of students and communities. This is an opportunity for a strategic and transformational finance leader who is energized by both building and leading. The CFO will join at a pivotal moment, stepping into a finance function that has made meaningful progress under interim leadership and is ready for its next stage of evolution. The CFO will play a central role in building a more integrated, systems-driven, and scalable finance function. This role requires a leader who is equally comfortable driving near-term execution and building the infrastructure needed for long-term success. As a key member of the executive team, the CFO will serve as a trusted thought partner to the CEO and senior leadership, translating financial data into clear insights and guiding decision-making across a complex, multi-entity organization. For a leader motivated by impact, scale, and the opportunity to build, this role offers the chance to shape the future of a high-performing organization—and expand opportunities for thousands of students across New York City. Position Overview The Chief Financial Officer is a key member of KIPP NYC’s executive leadership team, overseeing a ~$250M annual operating budget, with projected growth to approximately $300M over the next several years. The CFO leads all aspects of the finance function, including accounting and financial planning & analysis (FP&A), and is responsible for ensuring financial health, operational rigor, and long-term sustainability. The CFO reports directly to the CEO and leads a finance team of approximately 15 professionals, with responsibility for team structure, performance, and continued development. This is a full-time position with a hybrid schedule, requiring a minimum of three in-person days per week based out of our KIPP NYC Midtown Manhattan office. Duties and Responsibilities: General responsibilities include (but are not limited to): Strategic Financial Leadership • Serve as a strategic thought partner to the CEO, shaping financial and organizational strategy through forward-looking insight, scenario planning, and constructive challenge, • Partner with the CEO and executive team to translate strategic priorities into actionable financial plans, operational targets, and measurable outcomes, • Partner with the CEO, Board, and Finance Committee to align on long-term financial strategy, including making strategic investments to strengthen infrastructure and support long-term scale, • Deliver clear, actionable financial insights to stakeholders, translating complex data into recommendations that drive decision-making, • Lead the continued evolution of the finance function, building systems, structures, and capabilities that enable long-term sustainability and organizational effectiveness, • Lead budgeting, forecasting, and variance analysis processes, strengthening rigor, transparency, and alignment to organizational priorities; advance budgeting toward more strategic, driver-based and school-level practices, • Lead long-term financial planning, scenario modeling, and resource allocation across a complex, multi-entity organization, • Strengthen core accounting operations and financial infrastructure, improving structure, alignment, and consistency across a complex, multi-entity environment, • Strengthen and standardize internal controls, financial reporting, and cross-functional processes to improve accuracy, reliability, and operational rigor, • Lead the integration and optimization of financial systems and tools to support a more scalable, efficient, and data-driven finance function, • Strengthen and streamline cash management infrastructure, including rationalizing bank accounts and supporting a transition to a more effective banking structure, • Lead the transition of payroll from HR into finance, including implementation and stabilization of improved payroll systems, and build a more reliable, controlled, and sustainable payroll function, • Partner with the CEO to define and drive execution of a multi-year finance and operations roadmap focused on strengthening systems, enabling scalability, and supporting long-term sustainability, • Lead the optimization and effective use of core financial systems (e.g., Intacct, FloQast, Ramp, Vena), ensuring consistency, accuracy, and usability across the organization, • Strengthen underlying processes and data flows to improve system effectiveness, data integrity, and cross-functional alignment, • Design and deliver training for school leaders and Shared Services staff to build financial acumen and ensure consistent application of fiscal policies, • Lead and develop a high-performing finance team, including onboarding recent hires and strengthening team structure, clarity, and accountability, • Build a culture of ownership, continuous improvement, and high standards across the finance function during a period of ongoing transformation, • Provide coaching, feedback, and development to team members, ensuring strong performance and long-term growth, • Steward Board members in supporting the organization’s long-term fiscal health, in partnership with the CEO and Chief Development Officer, • BA/BS required; master’s degree in business administration, finance, or accounting preferred, • 15+ years of relevant experience, including 10+ years in senior finance and/or accounting leadership roles, • Experience operating in complex organizations ($100M+), preferably with multi-entity structures; education or nonprofit experience is helpful but not required, • Strong technical foundation in accounting and financial management; experience with nonprofit and lease accounting standards preferred, • Proven track record of strengthening or transforming finance functions, including modernizing systems, improving processes, and building high-performing teams, • Deep experience leading financial strategy, including long-term planning, budgeting, and resource allocation in dynamic environments Leadership & Personal Attributes • Demonstrated commitment to KIPP NYC’s mission of providing high-quality public education and advancing social justice and racial equity, with a deep belief in the power of education to create opportunity, • Bring independent judgment and confidence to serve as a true thought partner to the CEO, constructively challenging assumptions and guiding decision-making at the executive and board level, • Demonstrated ability to lead and develop teams, set a clear vision, and drive accountability for results, • Strong interpersonal and influencing skills, with the ability to build trust and partner effectively across a diverse set of stakeholders, including senior leadership and boards, • Sound judgment and discretion in handling highly sensitive and confidential information, • High attention to detail with the ability to operate effectively in a fast-paced, evolving environment, • Intellectually curious and growth-oriented, with a strong desire to learn, lean into complexity, and lead through ambiguity while continuously improving the function and organization Additional Information Compensation and Benefits: KIPP NYC offers a competitive salary ranging from $300,000 - $325,000 (flexible for exceptional candidates with directly relevant experience). Salary ranges at KIPP NYC are standardized based on role level and role function. Individual salaries are determined through a lens of equity, accounting for years of experience relevant to the role and scope of responsibilities, and are benchmarked against others within the same salary band. KIPP NYC offers a generous benefits package, including, but not limited to, the following: • Robust benefits that include medical, dental, and vision., • 403(b) retirement plan with a 50% match after 6 months., • Generous Time-Off aligned with the school calendar, • Up to 12 weeks of 100% parental leave., • Bright Horizon Back-up Child and Elder care., • Employer-paid Life Insurance and Short-term / Long-term disability. This is a full-time, in-person role based in New York City and will require travel to our schools. If you are not in a school-based position, the cadence and frequency of travel to schools is determined by your leadership team. If you relocate outside of a commutable distance or out of the state of NY, your employment will be subject to review, which may include separation from KIPP NYC. It is important that you notify HR if you move or have plans to relocate. KIPP NYC LLC does not offer visa sponsorship or work authorization. KIPP NYC LLC is committed to creating a welcoming environment that includes employees with diverse backgrounds and experiences. We believe that enables us to better meet our mission and values while serving students and families throughout New York City. KIPP NYC LLC is an Equal Opportunity Employer. KIPP NYC LLC is committed to the principles of equal employment opportunity for all employees and applicants for employment. *How to Apply: KIPP NYC has engaged DGW Group to lead this search. To apply or express interest, please submit your materials through the application link May 15, 2026.

Job DescriptionWHO WE AREAt Trustly, we're building a smarter, faster, and more secure financial future by revolutionizing the world of payments. As a global leader in Open Banking Payments, we are establishing Pay by Bank as the new standard at checkout, providing unparalleled freedom, speed, and ease to millions of consumers and merchants worldwide. Our Ambition: To build the world’s most disruptive payment network and redefine what the payment experience should feel like. Trustly is a global team of innovators, collaborators, and doers. If you are driven by a strong sense of purpose and thrive in a dynamic, entrepreneurial, and high-growth environment, join us and be part of a team that’s transforming the way the world pays. ABOUT THE ROLE As Trustly’s Growth Marketing Manager, you will own the user acquisition strategy and execution for our consumer-facing capabilities in the US market. You will build, operate, and scale efficient acquisition engines across paid, organic, and partnership channels, with a clear mandate to validate unit economics before unlocking meaningful spend.This role is about creating repeatable growth—grounded in data, discipline, and impact. WHO YOU’LL WORK WITHA lean team that is combining the power of agentic AI with seamless financial tools to provide users with a new financial experience.WHAT YOU'LL DO • Divide your time between high-stakes execution, viral engineering, and data-driven experimentation., • Launch and optimize multi-channel paid campaigns across Meta, TikTok, YouTube, and Reddit., • Scale performance via Google App Campaigns, podcast sponsorships, and influencer partnerships., • Build the attribution infrastructure required to track CAC by channel and cohort with surgical precision., • Design and launch dual-sided referral mechanics and viral loops to lower blended CAC., • Execute distribution partnerships through employers, colleges, and niche communities., • Own the funnel: Identify drop-off points from download to active usage and run rapid retention experiments., • Build cohort analysis dashboards to monitor activation, retention, and LTV., • Maintain an "experimentation obsession"—running lean tests and killing underperforming tactics quickly. WHO YOU ARE, • 7+ years leading growth at a high-growth B2C app or marketplace (mobile-first preferred), • Strong track record scaling user acquisition in competitive US consumer markets, • Highly proficient in cohort analysis, LTV modeling, and full-funnel optimization, • Equally comfortable in paid media platforms and building attribution infrastructure, • Experience in proving unit economics with constrained budgets before scaling

Job DescriptionCompany Description Technology is our how. And people are our why. For over two decades, we have been harnessing technology to drive meaningful change. By combining world-class engineering, industry expertise and a people-centric mindset, we consult and partner with leading brands from various industries to create dynamic platforms and intelligent digital experiences that drive innovation and transform businesses. From prototype to real-world impact - be part of a global shift by doing work that matters. Job Description Our client, a Tier 1 global bank, is planning for the establishment of a Prime Brokerage business to serve institutional hedge fund clients. The initial focus covers equities, ETFs, and US Treasuries, with a client base of long/short equity, equity market neutral, and macro funds. The business will have to be built from the ground up within an existing bank infrastructure, which means the technology program involves both the deployment of new platforms and the extension of systems already in place. The Solutions Architect hired into this role will work for the client head of the prime brokerage program as one of the senior technical authorities for the program. This person will help to set the architecture for new platforms, determine how existing systems need to be modified or extended, participate in the vendor selection and integration, and ensure that the overall technology design is operationally sound from day one. The role carries real accountability and requires someone who has done this kind of work before in a comparable environment. Responsibilities: Architecture and Platform Design • Support the definition of the target technology architecture for the prime brokerage platform, covering order management, securities finance, margin and collateral management, client reporting, and risk, • Produce solution design documentation, data flow diagrams, integration specifications, and API contracts, • Help to establish architecture standards and design patterns for use across all technology workstreams within the program, • Drive cloud-native, AI-native, and API-first design principles across new platform components, • Assess the bank's existing infrastructure, including OMS, clearing, custody, and risk systems, for suitability within a prime brokerage operating model, • Design integration and migration strategies that extend existing platforms where appropriate rather than replacing them unnecessarily, • Identify technical debt and control gaps that would create operational or regulatory exposure in a live PB environment, • Lead the API enablement of legacy systems to support real-time data consumption by new PB components, • Support the evaluation and selection of third-party platforms across the PB technology stack, including:, • Securities finance: EquiLend, Pirum, • Margin and collateral: CloudMargin, Imagine Software, Cassini, • Client reporting: Arcesium, Enfusion, • Order management and execution: Broadridge, ION, FIX connectivity, • Data infrastructure: Snowflake, Databricks, Bloomberg B-PIPE, • Work alongside program management to sequence delivery across parallel workstreams with dependencies, • Lead a mixed team of internal engineers, bank architects, and external implementation partners, • Provide technical oversight across delivery teams to ensure consistency with the agreed architecture, • Serve as the primary escalation point for technical blockers, integration issues, and design conflicts, • Communicate architecture decisions and program status clearly to senior business and technology leadership, including CTO, COO, and Head of Prime Brokerage, • Work closely with the Prime Brokerage business team to ensure the technology roadmap reflects commercial priorities and client requirements, • Engage with Risk, Compliance, and Internal Audit to ensure the architecture satisfies regulatory and control expectations, • Represent the technology program in discussions with prospective clients where architecture credibility is requiredQualifications Domain Knowledge • 10+ years in Capital Markets technology with direct experience in Prime Brokerage, Securities Finance, or Clearing operations, • Solid understanding of how a prime brokerage business operates, including margin mechanics under Reg T and portfolio margin, securities lending, financing, client onboarding, and reporting, • Hands-on experience with at least two major PB vendor platforms such as EquiLend, Broadridge BPS, Imagine Software, CloudMargin, Arcesium, Enfusion, Murex, or Calypso, • Proven experience designing and delivering complex, multi-system financial technology platforms at an enterprise scale, • Strong API and integration architecture skills covering REST, FIX, SWIFT, and event-driven messaging patterns such as Kafka, • Cloud platform experience across AWS, Azure, or GCP with a working knowledge of cloud-native design approaches, • Data architecture capability including real-time and batch pipeline design and data warehouse implementation, with Snowflake experience preferred, • Track record of leading architecture across large technology programs with multiple delivery teams and competing priorities, • Ability to communicate technical decisions clearly and convincingly to senior business and technology executives, • Experience navigating the governance processes of a large financial institution, including architecture review boards, risk committees, and audit engagement, • Prior experience at a major prime broker in a technology architecture or senior engineering capacity, • Involvement in a prime brokerage launch, significant expansion, or platform overhaul program, • Exposure to the operational side of prime brokerage, such as margin management, securities lending, or client service, • Familiarity with portfolio margin stress-testing methodology and the systems that support it, • Experience implementing AI or machine learning capabilities in a Capital Markets context, • Understanding of how hedge fund clients interact with their prime brokers operationally, including OMS connectivity, reporting expectations, and margin call workflows Additional Information Discover some of the global benefits that empower our people to become the best version of themselves: • Finance: Competitive salary package, share plan, company performance bonuses, value-based recognition awards, referral bonus;, • Career Development: Career coaching, global career opportunities, non-linear career paths, internal development programmes for management and technical leadership;, • Learning Opportunities: Complex projects, rotations, internal tech communities, training, certifications, coaching, online learning platforms subscriptions, pass-it-on sessions, workshops, conferences;, • Work-Life Balance: Hybrid work and flexible working hours, employee assistance programme;, • Health: Global internal wellbeing programme, access to wellbeing apps;, • Participation in both internal meetings and external meetings via video calls, as necessary., • Ability to go into corporate or client offices to work onsite, as necessary., • Prolonged periods of remaining stationary at a desk and working on a computer, as necessary., • Ability to bend, kneel, crouch, and reach overhead, as necessary., • Hand-eye coordination necessary to operate computers and various pieces of office equipment, as necessary., • Vision abilities including close vision, toleration of fluorescent lighting, and adjusting focus, as necessary., • For positions that require business travel and/or event attendance, ability to lift 25 lbs, as necessary. USA Benefits (Full time roles only, does not apply to contractor positions) • Robust healthcare and benefits including Medical, Dental, vision, Disability coverage, and various other benefit options, • Flexible Spending Accounts (Medical, Transit, and Dependent Care), • Employer Paid Life Insurance and AD&D Coverages, • Health Savings account paired with our low-cost High Deductible Medical Plan

Job DescriptionThe Company Capital Markets Gateway LLC (CMG) is a capital markets-focused fintech transforming global equity capital markets (ECM) through data, technology, and connectivity. As the preferred source for ECM analytics and the first network connecting the buy-side and sell-side for ECM workflows, we are committed to reshaping how capital markets operate. Founded in 2017 by a team of ECM practitioners, CMG has completed three successful fundraising rounds and is backed by a group of the world’s most prestigious financial institutions. The CMG platform is currently relied upon by nearly 150 buy-side firms representing $40 trillion in AUM and 22 global investment banks. For more information, please visit . The Role CMG is seeking a Sell-Side Account Manager to join a rapidly growing commercial team. Account Managers are responsible for hitting quota by retaining and growing their book of sell side clients. The successful account manager develops close partnerships with all their clients and is an expert on the CMG platform with a unique focus on the equity capital markets. The account manager ensures successful platform adoption, constantly drives the value proposition of the service, proactively seeks growth opportunities, and strives to limit churn and maximize renewal uplifts. Account managers are expected to be excellent collaborators partnering with Customer Success, Product Management, and Engineering functions. As a leading FinTech looking to deliver innovation to the equity capital markets, CMG is transforming one of the hottest areas of Wall Street. With customer satisfaction as the pinnacle of our core values, exceptional customer support and account management is paramount to the success of both our customers and CMG. Responsibilities • Actively retain and grow a portfolio of assigned clients to meet and surpass quarterly and annual quotas, • Hit a new business quota based on a set territory of prospects, • Drive customer engagement to establish champion users across a book of clients, • Identify customer expansion opportunities & churn risks, • Prospect daily for new business, • Meet with clients quarterly to define client expectations and ensure CMG is providing value to their ECM process, • Become a trusted member of the ECM community, • Develop an in-depth understanding of the clients buying process and intimate knowledge of the key players involved and approval process, • Record all calls, meetings, and emails in CMG’s CRM system, • Accurately forecast upcoming renewals and growth opportunities monthly, • Collaborate with the CMG Customer Success team to provide top-notch customer success, • Ensure renewals come in on time and consistently with growth, • Provide product feedback, sentiment, and trends in the industry to internal teams, • Partner with Marketing to develop and deliver collateral to support growth and adoption initiatives Qualifications, • At least 2+ years of prior account management and/or customer success experience, preferably within FinTech or SaaS, • Experience with data analytics & collaboration tools including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms, • Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (ECM, Syndicate, Cash Equities, etc.), • Capital Markets experience with Investment Bank and/or Investment Management a strong advantage, • Previously managed the renewal process for assigned portfolio of accounts to hit quota, • B.S. or B.A. in Business Management, Finance, Economics, or similar study, • You have an entrepreneurial mindset and a ‘can-do’ attitude What We Offer, • Comprehensive benefits program (Medical, Dental & Vision), • Equity, • 401k company match, • Flexible Spending & Health Savings Account, • Unlimited PTO, • Hybrid work environment, • Education reimbursement, • Continuous learning opportunities, • Life insurance, • Employee referral bonus, • Parental leave The estimated salary range for this role is $100,000-125,000 base plus commission. The total on target earnings are expected to range between $150,000 and $200,000. The successful candidate’s salary will be determined by non-discriminatory factors such as skills and experience. Additionally, this role is eligible to participate in our benefits program, including health, dental, vision, 401K, paid time off, and our equity plan.This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm you are authorized to work in the U.S. CMG embraces our ongoing commitment to building a culture reflecting the people, perspectives, and passions it represents. We will accept nothing less than equity, inclusion, and belonging for all. With the only constant in life being change, we will always listen, learn, and improve for the betterment of our teams, customers, and communities. CMG is proud to be an Equal Opportunity Employer.

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Assistant Officer level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Regulatory Compliance Department (“RCD”) provides support to all departments of the New York Branch for regulatory compliance related advice, monitoring, self-testing, and reporting in order to reduce regulatory risk of Sumitomo Mitsui Trust Bank, Limited (“SMTB”). Your Role Overview: The Compliance Analyst is responsible for identifying and developing criteria and commentary on critical compliance issues across the Bank. Prepares and delivers Bank-wide and targeted training. Drafts new and existing policies and procedures to ensure that the Bank meets the requirement of various legal and regulatory agencies. Responsible for Know Your Customer due diligence, monitoring employee accounts, and Anti Money Laundering activities. Ensures ongoing improvement and evolution of governance programs and identifies risks and/or gaps in the system. Your Duties and Responsibilities • Clears Prime System generated BSA related alerts and documents rationales., • Performs various watch list related verifications and record-keeping (OFAC/ FinCEN 314a/Japan List)., • Performs BSA compliance Tests as well as Corporate Compliance Tests, • Performs Customer/Account Profile reviews via Surety software., • Reconciles Employee Personal Trading Monitoring Program related documents., • Updates various compliance related logs and keeps track of compliance related documents., • Arrange meetings, take minutes., • Assists and prepares compliance testing work papers for all the tests performed., • Participates in periodic compliance related committees. Take minutes., • Assists with preparation of Fed/State pre-planning and introduction letter/first day letter materials., • Maintains files on appropriate regulatory compliance related issues., • Prepares Compliance newsletter to be sent within the department weekly and Branch wide Compliance newsletter to be sent within the Branch monthly., • Prepares various monthly reports., • Assists with the Annual Risk Assessment of BSA and Corporate Compliance., • Ensures that ethical practices are effectively communicated to all employees throughout SMTBNY and promotes adherence to all ethical practices by all employees., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • Bachelor’s degree or equivalent., • Excellent computer skills in Microsoft Office (Excel, Word, and PowerPoint)., • Excellent interpersonal skills, good oral and written communication skills., • Good detail orientation, organizational, and multitasking skills., • Strong basic math skills required., • Proficiency in Excel, Access, VBA script, preferred. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job Description At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you're a close but not exact match with the description, we hope you'll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to see how we empower creators to own their own destiny. Account Executive, Mid-Enterprise @ Klaviyo! Team: Sales – Mid- Enterprise At Klaviyo, we believe every customer interaction is an opportunity to build stronger relationships. That mindset starts with our Sales team- and we're growing. We're looking for a Mid-Enterprise Account Executive to join our tenured, high-performing team selling into some of the world's most recognizable brands. This is more than just closing deals. It's an opportunity to shape the future of our upmarket business by bringing Klaviyo to customers who are reimagining their marketing tech stack. From first touch to signed agreement, you'll own the full sales cycle—partnering closely with teams across Solutions, Customer Success, Product, and Engineering to drive long-term value for our customers. You'll be selling to companies like Marc Jacobs, Walmart's Home Brands, TaylorMade Golf, and Citizen Watches. It's a big responsibility—and a bigger opportunity. What You'll do and How You'll Make a Difference: • Transform workflows by putting AI at the center, building smarter systems and ways of working from the ground up., • Continuously experiment with AI tools—testing, learning, and sharing insights to keep the team and organization ahead of the curve, as well as championing new applications that accelerate workflows and elevate quality responsibly., • Apply AI fluency to streamline work, reallocate saved time and reinvest into more meaningful, high-impact areas., • Build and grow Klaviyo's Mid-Market and Enterprise client base, • Drive full-cycle sales efforts: prospecting, discovery, demo, negotiation, and close, • Create and execute territory and account strategies for long-term growth, • Partner cross-functionally with Solutions Architects, Customer Success, and Marketing to deliver a world-class buying experience, • Provide mentorship and leadership across the AE team, • Share market insights with Product and Engineering to influence roadmap decisionsWho You Are/Required Experience:, • You've already experimented with AI in work or personal projects, and you're excited to dive in and learn fast. You're hungry to responsibly explore new AI tools and workflows, finding ways to make your work smarter and more efficient., • You use AI tools to accelerate exploration, shorten iteration cycles, and bring sharper ideas to the table., • As part of your craft, you're curious, adaptable, and eager to deepen your fluency in AI (understanding capabilities, limits, and risks) as part of your craft., • You don't wait to be told what tool to try—you explore, test, and share what works., • Based in Boston, MA and available to be in-office 3 days/week, • 6+ years of closing experience, preferably in SaaS or MarTech, • Experience hunting net new business from self-generated leads through negotiation and closure (closed/won), • Comfortable navigating strategic deals with multiple stakeholders and complex buying processes, • Experienced in technical selling—able to communicate value with clarity and confidence, • Knowledge of the marketing automation or CDP space is a plus, • Resilient in the face of challenges and energized by a fast-moving environment, • A natural relationship-builder with strong influencing skills #LI-Hybrid #LI-BAILEY We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025. Please see the independent bias audit report covering our use of Covey here Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant's job-related skills, relevant experience, education or training, and work location. In addition to base salary, our total compensation package may include participation in the company's annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process. Base Pay Range For US Locations:$115,000—$115,000 USD This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance. Get to Know Klaviyo We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us. AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed. By participating in Klaviyo's interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice. Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law. IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice. If you do not wish for Klaviyo to process your Personal Data, please do not submit an application. You can find our Job Applicant Privacy Notice here and here (FR).

Job Description Accounts Payable Specialist RTM Business Group Hybrid in NY, NJ, CT Full-time 51-200 employees · Market Research Originally posted April 2026; this is a 100% hybrid, full-time role Who We Are: RTM Business Group is a professional development conferences and events company working in EdTech, Healthcare, Government, Medical and Banking sectors. We partner with Fortune 1000 companies, catering specifically to the C-suite, providing curated content and peer-to-peer collaboration. Our events are located in major cities throughout the country – LA, Austin, San Diego, Miami, Chicago, DC, etc.. Our team travels together which is a truly unique experience, different from “traditional” work travel, which in turn cultivates interdepartmental relationships and friendships that drive our collaborative culture. About the Role: We’re looking for a detail-oriented and proactive Accounts Payable Specialist to join our team. This role reports into the Controller and plays a critical part in keeping our accounting operations running smoothly by ensuring timely and accurate payment processing, vendor management, and support on commissions. You’ll be part of a team that ensures the accuracy of our records and helps maintain strong relationships with our vendors and partners. The ideal candidate is someone who thrives in a fast-paced environment, has a solid foundation in accounting, and enjoys diving into the details. We offer extensive, ongoing training and a unique opportunity for both collaborative and independent work. This hybrid role is in NY, NJ and CT with 2 days a week in the office. Responsibilities: • Manage the full-cycle accounts payable process, including invoice review, coding, and timely payment processing., • Maintain accurate and up-to-date records of all accounts payable transactions in the accounting system., • Reconcile vendor statements and resolve discrepancies in coordination with internal teams and external vendors., • Ensure proper documentation by matching purchase orders and contracts with invoices., • Prepare and process payment batches, including checks and electronic transfers., • Monitor payment deadlines to ensure on-time disbursements., • Perform credit card and bank reconciliations., • Support month-end close activities and audit preparations., • Maintain compliance with company policies, financial regulations, and internal controls., • Assist in optimizing financial workflows and suggesting process improvements., • Provide accounting support across multiple departments or entities as needed., • Establish and maintain relationships with vendors, addressing inquiries and negotiating payment terms., • Partner with internal departments to resolve payment issues or documentation gaps., • Assist senior finance team members and respond to ad hoc accounting requests., • Calculate commissions based on sales performance and company policy., • Prepare and process timely, accurate commission payments to eligible employees., • Maintain organized records of commission structures, payouts, and supporting data., • Reconcile commission reports with actual sales data and address discrepancies., • Generate reports on commission activity to support payroll and sales leadership.Skills and Qualifications, • Bachelor’s degree in Accounting, Finance, or a related field, • 2–3 years of experience in Accounts Payable or a similar accounting/bookkeeping role, • Strong understanding of AP processes, general ledger coding, accruals, and account reconciliations, • Familiarity with GAAP and awareness of tax laws and regulatory compliance, • Proficiency in accounting software (e.g., QuickBooks), • Skilled in Microsoft Excel, Google Sheets, and other productivity tools for data entry and reporting, • Strong attention to detail, accuracy, and organizational skills, • Effective communication and collaboration skills, • Ability to work independently and cross-functionally within a teamPreferred Qualifications, • Experience in conference or events-related industries, • Familiarity with the following tools and platforms:, • Airtable, • Everstage, • QuickBooks, • HubSpot, • Bill.com, • Microsoft Office Suite (Excel, Outlook, Word, etc.)The Benefits of Working with RTM Business Group, • 15+ PTO Days, • Flexible/Hybrid work model (WFH and Remote opportunities), • Medical/dental/vision coverage, • We offer a 401k matching plan that will begin after 9 months of continuous full time employment, starting on the first month after eligibility, • Pre-tax commuter benefits, • Travel to major cities (all expenses paid), • Opportunity for lateral and vertical movement within the company, inter/intra departmentally Salary $60,000 base RTM Business Group, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, gender, national origin, age, disability, or any other federal, state, or local protected class.

Job Description At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you're a close but not exact match with the description, we hope you'll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to see how we empower creators to own their own destiny. Role Overview The Large Enterprise Account Executive is a strategic, high-growth role designed for proven closers ready to own the Large Enterprise segment. You will own a portfolio of high-potential accounts and untapped non-retail verticals, with the full support of Klaviyo's Large Enterprise organization behind you. This is a unique role: you will close your own deals across emerging verticals and higher-velocity Large Enterprise accounts, while bringing the drive and instincts of a proven closer to the sophisticated multi-threading, executive alignment, and strategic deal-making that defines the segment. You will act as a key partner to the Large Enterprise (LENT) team, collaborating on complex opportunities and sharpening the enterprise instincts that define the most successful sellers in the industry. Key Responsibilities • Strategic Territory Ownership: Develop and execute a "land and expand" strategy for Velocity accounts and high-potential non-retail organizations. You will be the primary driver of new business within this strategic whitespace., • Collaborative Selling: Partner with Large Enterprise (LENT) AEs on complex, high-value opportunities. You will have the ability to request LENT support for larger deals in exchange for an agreed-upon split, providing you with a front-row seat to enterprise deal mechanics., • Enterprise Pipeline Acceleration: Take ownership of pre-qualified, high-potential opportunities that come with enterprise deal context already established — including stakeholder mapping, business objectives, and organizational dynamics. You inherit a running start and a built-in collaborative rep on the other side of every co-sell, turning each deal into both a revenue opportunity and a demonstration of enterprise sales excellence., • Vertical-Specific Prospecting: Conduct personalized, multi-threaded outreach into non-retail verticals, tailoring our value proposition to specific industry pain points and digital transformation goals., • ROI-Driven Discovery: Lead deep-dive discovery sessions to move beyond features. You will build ROI-backed business cases and bespoke demos that speak directly to the KPIs of C-suite stakeholders., • Pipeline Rigor & Forecasting: Maintain impeccable Salesforce hygiene. You are expected to manage a diverse pipeline with clear stages, "why/why not" documentation, and accurate forecasting that provides clear visibility to Sales Ops., • Cross-Functional Leadership: Act as the "quarterback" for your deals, coordinating BDRs, Solutions Architects, and Marketing teams to ensure a unified and professional sales motion.Qualifications, • Proven Track Record: 3-6 years of experience as a closing Account Executive in a SaaS or high-growth tech environment, with a strong performance record at the Large Enterprise level., • Communication Mastery: Exceptional ability to present to large groups, with the "tonal intelligence" to pivot between technical users and executive buyers., • Consultative Hunter: Strong discovery skills with the ability to translate complex business objectives into tangible, ROI-justified use cases., • Enterprise Expertise: A proactive approach to multi-threading and a demonstrated track record navigating complex buying committees (IT, Finance, Marketing, and Procurement)., • Tools & Hygiene: Proficiency in Salesforce, Outreach, LinkedIn Sales Navigator, and Gong. We value data-driven sellers who treat their CRM as a strategic asset., • Analytical Mindset: Comfortable interpreting funnel signals and applying core business metrics (ROI, TCO, etc.) to build a compelling case for the platform., • Growth Mindset: An active desire to learn, an openness to coaching, and a collaborative spirit. #LI-CR1 We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025. Please see the independent bias audit report covering our use of Covey here Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant's job-related skills, relevant experience, education or training, and work location. In addition to base salary, our total compensation package may include participation in the company's annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process. Base Pay Range For US Locations:$128,000—$192,000 USD This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance. Get to Know Klaviyo We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us. AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed. By participating in Klaviyo's interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice. Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law. IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice. If you do not wish for Klaviyo to process your Personal Data, please do not submit an application. You can find our Job Applicant Privacy Notice here and here (FR).

Job Description Robert Half Financial Services are hiring for an AVP/VP Regulatory Reporting/Accountant role for a European Bank located in midtown Manhattan New York. Our client requires 5+ years FRB/FED/DFS Regulatory Reporting and General Ledger experience within a Bank. Knowledge of IFRS is advantageous. The role requires 2-3 days per week in the midtown Manhattan office. Responsibilities: • Manage and prepare regulatory reporting for Federal Reserve Bank (FED/FRB), NYS Department of Financial Services (NYDFS) and US Commerce., • Responsible for updating the mapping in the Reg-Reporter application., • Coordinate with Head Office and FED for FR Y-7 and FR Y-7Q report submissions for Bank Holding companies; Including the maintenance and update of the Organization Chart., • Monitor changes in regulation or accounting rules impacting regulatory reporting., • Maintain FRB Reporting Central; Coordinate with Head Office on the Reg-Reporter application, maintenance, and release updates; Perform routine tests in both Production and Acceptance environments., • Respond to inquiries from the regulators., • Home Office Management Reporting., • Coordinate the Branch GL first line account management exercise, report the quarterly exceptional to Head Office second line account manager, and First Line Account Management for select GL accounts., • Credit Accounting – Oversee the reporting of loan loss reserves and workouts; IFRS analysis related to stage 1 and 2 reserves; CECL calculation derived from stage 1 and 2 reserve calculation., • Report and maintain the branch leading indicator., • 5+ years FRB/FED/DFS Regulatory Reporting and General Ledger experience within a Bank, • Knowledge of IFRS and Credit Accounting is advantageous, • Bachelor Degree in Accounting The AVP/VP Regulatory Reporting/Accountant role requires 2-3 days per week in the midtown Manhattan office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $125-150k base plus bonus and excellent benefits. If your profile matches the above criteria, please add me on LinkedIn and email me directly; Trishan Khareghat

Job Description Purpose of Position: The Office & Executive Experience Coordinator plays a central role in shaping the daily experience of the bank’s New York headquarters. This position blends front office hospitality, executive support, meeting and event coordination, and office experience management—serving as both the face of the organization and a key support partner to senior leadership. This individual ensures the headquarters operates smoothly, feels welcoming, and reflects the bank’s high standards of professionalism. The ideal candidate is polished, proactive, service-oriented, and deeply attentive to detail, with a natural ability to create calm, order, and hospitality in a dynamic environment. Essential Job Functions: Hospitality & Guest Experience • Serve as the primary host for board members, clients, partners, and visitors, delivering a warm, professional, and seamless welcome., • Maintain the reception, lobby, and shared spaces to ensure an organized, refined, and inviting office environment., • Manage the main phone line and general inquiries with courtesy, discretion, and promptness., • Support a select number of senior executives and board members with calendar management, travel coordination, reservations, and logistics., • Arrange flights, accommodations, ground transportation, and itineraries with a concierge-level approach., • Prepare briefing materials, meeting summaries, and expense reports with accuracy and confidentiality., • Coordinate board meetings, leadership offsites, executive sessions, and internal culture events., • Oversee conference room scheduling and ensure flawless setup of A/V, catering, room layouts, and hospitality elements., • Liaise with catering, florals, audio-visual support, building services, and other event-related vendors., • Monitor office and kitchen supply levels and place timely orders., • Maintain day-to-day organization and readiness of workspaces, common areas, and meeting environments., • Serve as liaison to building management, maintenance personnel, and external service providers., • 3+ years of experience in hospitality, guest services, office management, executive assistance, or a similar client-facing professional support role; experience in financial services or corporate environments preferred (bank policies – T&E and perquisites)., • Strong organizational, communication, and interpersonal skills with a polished and service-driven presence., • Proficiency with Microsoft Office Suite and Outlook; familiarity with travel and expense systems (e.g., Concur, Navan) is a plus., • Demonstrated ability to multitask in a fast-paced environment with discretion, confidentiality, and sound judgment., • Must be available for full-time, on-site presence at the New York headquarters.Key Attributes, • Warm, poised, and professional demeanor, • Hospitality-first mindset with genuine care for the guest and employee experience, • Proactive, anticipatory, and resourceful problem solver, • Exceptional attention to detail and pride in maintaining high standards, • Graceful under pressure and adaptable in a dynamic environment, • Trustworthy, discreet, and confident engaging with senior leadership Our job titles may span more than one career level. The starting base salary for this role is between $60,000 – $70,000. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the Team & Role: At Moomoo, we’re not just launching products—we’re evolving a digital-first ecosystem that redefines investing for a new generation. Our Crypto Operations team is the backbone behind our innovative crypto offerings, responsible for building and scaling operational processes from the ground up. We’re seeking a forward-thinking Crypto Wallet Operations Specialist who will: • Take ownership of critical custody and wallet operational functions as we advance from a simple product launch to a broader, more dynamic product suite., • Leverage data-driven insights and Python-based tool/bot development to optimize wallet movements, settlement reliability, and on-chain operational health., • Collaborate across Engineering, Security, Product, Compliance, and Finance to ensure our wallet operations are robust, secure, and customer-focused. This role offers an exciting opportunity to combine strategic insight with technical expertise, helping us shape a future-proof custody and wallet operational infrastructure. Office Location: Jersey City, NJ or Dallas, TX This role must be based on the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. Requirements What You’ll Do Build & Scale Processes: • Design, implement, and continuously improve custody and wallet operations (hot/warm/cold), including transaction authorization policies, withdrawal controls, and address/wallet lifecycle management., • Establish runbooks for deposits/withdrawals, internal transfers, rebalancing, emergency procedures (stuck tx, fee spikes, chain halts), and weekend/holiday settlements., • Run end-of-day (EOD) trade/cash/coin reconciliations; investigate and resolve breaks across venues, books & records, and custody ledgers with crisp root-cause analysis., • Coordinate wallet liquidity and treasury positioning to ensure the right asset is in the right place at the right time for settlement cut-offs; manage buffer sizing and thresholds., • Serve as the technical subject-matter partner for wallet operations across Product, Legal/Compliance, Security, Engineering, and Finance., • Communicate operational insights and optimization opportunities in a clear, actionable manner (short memos, dashboards, incident summaries)., • Ensure wallet procedures meet regulatory standards and mitigate risks (price bands/fat-finger, velocity caps, maker-checker approvals, whitelist-only flows for high-risk routes)., • Maintain robust controls and quality assurance processes (access reviews, change management, policy evidence, chain-specific guardrails)., • Support audits and regulator requests with up-to-date documentation, diagrams, and control matrices; contribute to blameless post-mortems and durable fixes. What You Bring Educational Background & Experience: • Bachelor’s degree or equivalent practical experience., • 3+ years preferred (2+ considered) in operations, custody/wallet operations, data analytics, or engineering—ideally in crypto or financial infrastructure., • Strong SQL for joins, grouping, and validation; comfort working with REST/WebSocket APIs and schedulers, • Entrepreneurial: Self-starter who builds from the ground up and iterates from v1 to vN., • Communication: Translates complex technical processes for non-technical stakeholders; crisp incident write-ups., • Initiative: Anticipates challenges, automates repetitive work, and drives continuous improvement., • Critical/Strategic Thinking: Connects custody controls to broader business goals and customer trust., • Analytical Thinking: Uses data to prioritize, measure, and learn., • Technical Proficiency: Comfortable in a technical environment focused on automation and tool development., • Experience scaling wallet operations in a fast-paced environment., • Knowledge of cryptographic and custody concepts (e.g., MPC thresholds/quorum, evidence capture, approvals). What We Offer • Innovative Culture: A forward-thinking, digital-first approach to redefining investing., • Growth Opportunities: Your ideas directly shape the future of finance at Moomoo., • Competitive Benefits: Comprehensive benefits, competitive compensation, and equity opportunities., • Collaborative Environment: Work across Product, Engineering, Security, Compliance, and Finance with open communication and continuous learning., • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $90,000 - $130,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in fraud investigation, AML/BSA workflows, financial crime compliance, sanctions screening, SAR/CTR documentation, and structured investigation review. This role supports current and upcoming remote consulting opportunities focused on structured fraud investigation review, financial crime workflow analysis, alert triage, case documentation, regulatory response materials, and high-quality project execution. Selected professionals will apply their fraud and financial crime expertise to review realistic investigation scenarios, evaluate documentation requirements, prepare structured written outputs, and support accurate, evidence-based investigation workflow tasks. Key Responsibilities Professionals in this role may contribute to: Fraud Investigation & Case Review • Review financial crime scenarios involving case files, investigation write-ups, transaction activity, alert-triage notes, account behavior, and fraud typologies, • Evaluate investigation materials against source records, risk indicators, documented procedures, and expected case outcomes, • Support structured review of application fraud, account-takeover, transaction fraud, first-party fraud, merchant fraud, acquirer fraud, or insurance SIU materials, • Review AML/BSA scenarios involving SAR drafts, CTR materials, sanctions screening, OFAC review, enhanced due diligence, and high-risk customer files, • Evaluate financial crime documentation against compliance requirements, case facts, typology indicators, and documented filing criteria, • Support structured review of SAR/CTR drafts, EDD materials, sanctions alerts, customer risk documentation, and regulatory exam response materials, • Review workflows connected to case-management tools, screening systems, SIEM outputs, transaction monitoring materials, and banking platform exports, • Support structured review of materials connected to Refinitiv World-Check, Dow Jones Risk & Compliance, Splunk SIEM, Microsoft Sentinel, FIS, Fiserv, Jack Henry, or similar financial crime systems, • Translate fraud investigation and financial crime workflows into clear task documentation, review criteria, and structured written outputs Strong candidates may have: • 3+ years of experience in fraud operations, financial crime investigations, AML/BSA compliance, sanctions screening, transaction monitoring, EDD, SIU investigations, regulatory exam support, or related financial crime roles, • Experience in one or more areas such as BSA/AML, OFAC sanctions, SAR/CTR filing, application fraud, account takeover, transaction fraud, first-party fraud, merchant fraud, insurance claims fraud, or high-risk customer review, • Familiarity with tools and systems such as Refinitiv World-Check, Dow Jones Risk & Compliance, Splunk SIEM, Microsoft Sentinel, FIS, Fiserv, Jack Henry, Actimize, Verafin, or similar investigation platforms, • Comfort reading and preparing financial crime artifacts such as case files, investigation summaries, SAR drafts, CTR materials, typology memos, alert notes, EDD files, and regulatory response documentation, • Strong analytical thinking and written communication skills, • A degree or professional background in finance, criminal justice, accounting, compliance, risk management, cybersecurity, business administration, law, or a related field is helpful, • Experience at a bank, card issuer, fintech, insurer, payment company, acquirer, merchant risk team, or financial crime compliance organization, • Familiarity with OCC, FinCEN, Federal Reserve, state DFS, OFAC, SAR/CTR requirements, transaction monitoring, fraud typologies, regulatory exams, or SIU workflows, • Experience preparing or reviewing investigation write-ups, SAR narratives, CTR materials, alert-triage notes, typology memos, case files, or regulatory exam responses, • CAMS, CFE, CFCS, AML, fraud, compliance, risk, or investigations certification is helpful, • Apply fraud investigation and financial crime expertise to structured remote project work, • Contribute to high-quality investigation review, AML/BSA documentation, alert triage, and financial crime workflow assessment, • Work on flexible, project-based assignments aligned with your financial crime background, • Use your investigation judgment in a focused, detail-oriented review environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $65–$90 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: .

Job Description Join the Origis Energy Team! Origis Energy is accelerating the transition to a carbon-free future by Reimagining ZeroSM. As one of America's leading renewable energy and decarbonization solution platforms, the company continues to expand and reimagine its contribution to the world's net-zero goals. Origis Energy puts customers first to deploy a wide range of sustainable solutions for grid power generation, performance optimization, and long-term operation of solar and energy storage plants across the U.S. Founded in 2008, Origis Energy is headquartered in Miami, FL. The Origis team, regarded as one of the leading developers in the U.S., is committed to living five core values in all interactions both with each other and external stakeholders: Solve for Tomorrow. A role with Origis Energy puts you at the forefront of the transition to clean energy. Are you ready to bring new ideas? Do you exist to find solutions? That's how we revolutionize energy and build a carbon-free future - through unmatched service and relentless innovation. Rise Together. To succeed here, you'll collaborate with others and work as one team, across various teams including solar and energy storage development, financing, engineering, procurement and construction (EPC) and operations, maintenance and asset management. Are you open to diverse perspectives and prepared to work seamlessly across disciplines to reach our collective goals? Perform at Peak. We're seeking team members who bring authentic energy and passion to every task. How can you use your natural strengths, genuine optimism and intelligence to make your greatest contributions to Origis? Inspire & Grow. The Origis team is comprised of knowledgeable, passionate solar and energy storage experts who bring deep expertise and solution-driven thinking to clients. A successful Origis team member encourages others and sets a high bar for growth. We have a culture of continuous improvement because each team member takes the role of both learner and mentor. Be Resilient. The spirit in which we tackle the energy challenges and objectives of our clients means we consistently stretch for the extra mile. We all take initiative and remain adaptable, overcoming obstacles by prioritizing respect. Position Description The Capital Markets Manager or Associate is responsible for the day-to-day management of all aspects of execution under the leadership of a Deal Lead (Director or Senior Director) or working directly with the SVP of Capital Markets. The position will focus on assigned projects and / or Corporate Facilities, and the Manager will contribute to sourcing, structuring, and managing tax equity and debt financings. Key Responsibilities • Assist in sourcing and managing tax equity and debt for projects and corporate facilities, including review of proposals and recommendation, • Includes preparation of RFP material for prospective lenders and investors, comprised of teasers and consultants reports and modeling, • Curate and maintain a dataroom, • Communicate with prospective lenders and investors during the RFP and selection process, • Perform day-to-day diligence and coordinate with technical and financial advisors as well as other Origis teams working on the Projects. Escalate any issue with the PF Director, • Prepare and monitor the preparation of third-party consultant budgets for projects as well as scope of work; ensure key reports are delivered timely and in form satisfactory to financing partners. Oversee Q&A process and ensure proper reliance, • Abide by the timeline established by the deal lead for the various workstreams, and flag any deviation or delay, • Ensure accuracy of all financial modeling aspects by working in close coordination with a member of the Investment team supporting the deal team and providing all necessary inputs and checks, • Post closing, Manager is the first point of contact for compliance and reporting; track and provides all financing-related deliverables in partnership with Asset Management, • Lead day-to-day management of closed financings as assigned – including discrete construction financings, projects financed through the construction warehouse, and the Development Finance Facility, including Borrowing Base determination based on the addition of new projects and equipment or removal of projects ready to finance, in coordination with the EPC, Procurement and Business Development teams, • Administer/documentation, draws of cash and letter of credits on existing financing facilities, • Coordinate amendment and waiver processes with lenders, external counsel and third-party consultants, ensuring the preparation and delivery of all necessary documentation and reports, • Coordinate with the Investment team to provide an updated draw schedule for reporting purposes, • Update internal systems including Solaris, • Support the Directors and SVP as needed with marketing material – including preparation of update decks, • Attend meetings with debt providers and tax equity investors as requested, • Oversight and training of more junior team members in the deal team – ensuring that all deadlines are met and that the work product is high quality, • Assist and coordinate executive reporting, including updates to investors, board material, debt compliance scorecards, external financial reporting, and disclosures, • Lead new market research and analysis, policy research, and set up databases with relevant information to enhance the Capital Markets team understanding of new commercial structures, technologies, incentives and state programs as needed, • Assist management in the acquisition and sale of projects as needed, • Bachelor's degree, • Minimum of 4 years of relevant working experience in structured/project finance, preferably in the financial industry with a leading Project Finance lender or working for a developer or IPP, • Understanding of the renewable sector and associated capital structures including tax equity, • Experience structuring and administering financing facilities, • Awareness of the main PF lenders active in the market; existing relationships a plus, • Broad understanding of Capital Markets and of the bank market in general, including appreciation for typical processes (credit committee; KYC diligence; etc), • Excellent organizational skills, ability to manage multiple workstreams simultaneously, • Comfort reviewing and understanding project finance legal documentation including conditions precedents, reporting requirements, covenants, events of default and other key project finance concepts, • Proven ability to complete tasks under strict deadlines; accountability and ownership of assigned work, • Pride the consistent delivery of a high-quality work product, attention to detail, • Strong written and verbal communication skills both internally and externally – with third party consultants, counsels and capital providers, • Ability to work cross functionally, • High degree of initiative and decisiveness, • Problem-solving skills, • Strong team attitude, easy to get along with, willing to learn and take on new tasks, energetic about getting work done on time and with excellent quality, • Comfort with financial modelling, • Strong contracting and negotiation skills Travel Up to 10% travel as needed Job Level Manager – no direct reports The expected starting pay range for this role is outlined below, in addition to a competitive annual bonus and benefits, 401K, etc. This range is an estimate and base pay may be above or below the ranges provided as our individual pay is determined by several factors including, but not limited to, location, experience, education & certifications, as well as performance. New York Pay Range$130,000—$230,000 USD Origis Energy is an Equal Opportunity Employer (EOC). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. We embrace and encourage our employees' differences as that is what makes our employees unique. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. More information is available here. California Applicants: Please review our California Privacy Policy and Notice at Collection. Request for Support or Accommodations: As part of our effort to provide equal opportunity to qualified disabled veterans and individuals with disabilities, we are happy to offer support and special accommodations in order for you to successfully reach us with your interest. Please reach out to us at if you would like to request help with your application.

Job Description Hi, we're Oscar. We're hiring a Manager to join our Treasury organization. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Treasury Manager is an individual contributor responsible for managing Oscar Health's important treasury operations and daily liquidity. You will provide critical daily execution of cash management activities, optimizes cash usage across subsidiaries, and guides operational efficiencies in banking and treasury systems. The Manager will be a critical partner to the Treasury organization, driving the execution of cash management strategies in a capital-intensive insurance environment. You have a deep, operational understanding of Treasury practices. You will report into the Senior Director, Assistant Treasurer. Work Location: This position is based in our NYC office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $108,000 - $141,750 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: • Liquidity Management & Optimization: Recommend and monitor minimum cash balances required at subsidiaries, based on forecasts from the Capital Planning team, to ensure safety and liquidity while optimizing excess cash for investment. Guide the efficient use of cash across the Parent and Subsidiaries., • Cash Flow Reporting & Forecasting: Responsible for updating actual cash flows for each subsidiary and synchronizing with the Capital Planning team to ensure forecasted outflows are current. Updated cash forecasts and variances to the broader finance team., • Reconciliation and Performance Analysis: Reconcile actual cash balances reported from Accounting with Treasury forecasts to true-up balances. Describe actual versus forecast variances, and update Net Investment Income (NII) actuals related to cash and short-term holdings., • Operational Oversight & Execution: Build all critical treasury operations and daily banking activities. This includes ensuring accurate daily funds settlement, bank account maintenance, processing signatory updates, and the administration of bank portal systems (e.g., CashPro, JPM Access, WF Vantage)., • Risk & Fee Analysis: Measure banking service fees paid to financial institutions. Analyze counterparty risk exposures related to cash and bank balances., • Operational Efficiency & Projects: Assist with project management, process improvement programs (e.g., RFPs, accounts/services rationalization), and implementing technology to enhance cash management and reporting functions., • Audit and Compliance Support: Provide comprehensive operational support for all internal and external audits, SOX compliance controls, and state regulatory examinations, ensuring all processes are documented., • Banking Relations: Serve as an important operational interface with external banking partners to resolve daily issues, manage service levels, and support routine operational tasks., • Experience: 5+ years of progressive, hands-on experience in Corporate Treasury, Cash Management, or Treasury Operations within the financial services or insurance industry., • Functional Expertise: 3+ years directly managing corporate liquidity, daily cash positioning, and detailed cash flow reporting/forecasting processes., • Operational Systems: Operational experience using major online bank portals (e.g., CashPro, JPM Access, WF Vantage) and managing daily fund movements and settlements., • Communication & Theory: Strong communication and presentation skills with the ability to articulate financial concepts. Must understand core Treasury Operations and cash management principle, • Prior experience in Treasury Operations within an insurance or healthcare company., • MBA and/or CTP certification is preferred. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job Description At Engine by Starling, we are on a mission to find and work with leading banks all around the world who have the ambition to build rapid growth businesses, on our technology. Engine is Starling's software-as-a-service (SaaS) business, the technology that was built to power Starling, and two years ago we split out as a separate business. Starling has seen exceptional growth and success, and a large part of that is down to the fact that we have built our own modern technology from the ground up. This SaaS technology platform is now available to banks and financial institutions all around the world, enabling them to benefit from the innovative digital features, and efficient back-office processes that has helped achieve Starling's success. We are on a mission to find and work with leading banks all around the world who have the ambition to build rapid growth businesses, on our technology. We are looking for future leaders to come and join our team, to build client relationships, and work with them to understand their needs and how we can solve them with Engine’s technology. Who are Engine by Starling Engine by Starling is transforming the banking landscape with our cutting-edge core banking software. Originally developed to power Starling, our cloud-native SaaS platform is now enabling banks and financial institutions globally to modernize operations and deliver exceptional digital banking experiences. We are headquartered in London with offices in Dublin, Sydney and Dubai. We've recently launched in North America where we are establishing an East Coast HQ, as well as our presence in Canada. This role will ideally be based in the New York metropolitan area or Charlotte, NC, our preference is that you're located within a commutable distance. Other East Coast locations will be considered and the role will involve national and international travel. About the role We are seeking entrepreneurial, versatile and adaptable individuals, who enjoy the challenge of a varied and collaborative role. You’ll enjoy problem solving, getting to the detail, understanding how clients can make the best use of our product, and helping new clients launch successful new propositions and businesses. Operating out of our newly established N.Y. regional headquarters, you will play a vital role in shaping Engine’s North American growth. The role offers the opportunity to meet with a wide range of potential clients, listen to their needs and explore how Engine can help. You will work closely with the cross-functional Engine North America team, as well as with product, engineering and others based across other offices to create, shape and develop new long term sustainable relationships for Engine. You will also develop vibrant relationships with our consulting and implementation partners. What you'll get to do General Management and day to day: • You will be joining a fast growing team that works globally, and you should expect international travel., • As a company, everyone is expected to roll up their sleeves to help deliver great outcomes for our clients, we’re a small team and everyone is involved in the ‘doing’., • Our teams tend to be hands-on and work in an Agile way, but with the flexibility to adapt to different methodologies depending on the specific client implementation., • We are an engineering led company and we’re looking for someone who will be excited by the potential for Engine’s technology to transform banking in different markets around the world. Business Development: • Supporting early stage conversations, running client workshops and demos, helping to identify and qualify genuine opportunities., • Contributing to marketing activities and conferences, elevating the awareness and understanding of Engine’s brand and proposition in the market, ensuring that we build a reputation based on trust and excellence., • Fostering and maintaining strong relationships with our implementation partners, driving collaborative business development activities and go-to-market strategies., • Taking ownership of selected strategic opportunities. Being the client’s advocate throughout, building a dialogue and trusted relationship with them, and understanding their strategic vision, issues and needs., • Project managing opportunities and building the client’s confidence in our platform and organisation, bringing the technical expertise to the discussions, and following through reliably on our promises., • Managing commercial and contractual conversations., • Working with our product and engineering teams through the Discovery and Delivery phases providing client relationship and commercial support Your background • You have worked for a few years in a reputable consulting organisation and gained experience across a number of banks and situations, and you are now looking to apply your advisory skills into practice, • You are inquisitive with strong analytical skills and like the detail of understanding client issues, needs and concerns, • You have a technical aptitude and curiosity, • You have the confidence to ask insightful questions and engage in conversation with senior bank executives, • The ability to be self motivated in a highly autonomous environment, in a collaborative team with a flat structure, • You have strong presentation and facilitation skills, • You have attention to detail but you can also see the big picture and articulate a value proposition Interviewing is a two way process and we want you to have the time and opportunity to get to know us, as much as we are getting to know you! Our interviews are conversational and we want to get the best from you, so come with questions and be curious. In general you can expect the below, following a chat with one of our Talent Team: • Interview with someone from the NA BD team, • Interview with Engine North America team member(s) and others from the BD team - including a pre-prepared case study, • Medical, Dental, and Vision insurance plan options, • 401(k) with company match of 100% of the first 4%, • Company-paid Long-Term Disability, and Life and AD&D insurance, • Optional ancillary benefits such as Short-term Disability, Accident Insurance, Legal & ID Protection, and more, • 20 days annual vacation PTO and 11 Paid Holidays You may be put off applying for a role because you don't tick every box. Forget that! While we can’t accommodate every flexible working request, we're always open to discussion. So, if you're excited about working with us, but aren’t sure if you're 100% there yet, get in touch anyway. We’re on a mission to radically reshape banking – and that starts with our brilliant team. Whatever came before, we’re proud to bring together people of all backgrounds and experiences who love working together to solve problems. Engine by Starling is an equal opportunity employer, and we’re proud of our ongoing efforts to foster diversity & inclusion in the workplace. Individuals seeking employment at Engine by Starling are considered without regard to race, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, physical or mental disability, military or veteran status, or any other characteristic protected by applicable law. When you provide us with this information, you are doing so at your own consent, with full knowledge that we will process this personal data in accordance with our Privacy Notice. By submitting your application, you agree that Engine by Starling and Starling will collect your personal data for recruiting and related purposes. Our Privacy Notice explains what personal information we will process, where we will process your personal information, its purposes for processing your personal information, and the rights you can exercise over our use of your personal information.

Job Description About Fin Fin is a next-generation payments platform built for high-value, global, and instant transactions. We are a Series A-stage company backed by Sequoia, Circle, and other notable investors. Powered by stablecoins, Fin enables users and businesses to move millions of dollars in seconds - whether to other Fin users, directly into bank accounts, or across crypto rails. By combining the speed of crypto with the reliability and trust of traditional finance, Fin reimagines how money moves worldwide. If banks and payment products were reinvented today, they would look like Fin. Role Overview We are hiring our first Fraud/Risk Analyst to join our Risk & Compliance team . This role will focus on identifying, analyzing, and mitigating risks associated with digital asset transactions – including ACH fraud and compliance with applicable regulations like the Patriot Act and Bank Secrecy Act. This is a critical position, reporting directly to the CEO, and will require a combination of technical, analytical, and regulatory expertise to build a robust fraud detection and risk assessment framework from the ground up. Key Responsibilities * Develop and implement a comprehensive risk management strategy tailored to the evolving digital asset landscape. * Take action to resolve automatically flagged transactions and individuals * File suspicious activity reports as required * Monitor and analyze transaction data to detect potential fraud, suspicious activities, and emerging risk trends. * Utilize advanced data analysis techniques and fraud detection tools to identify anomalies and potential security threats. * Create and maintain risk assessment models to evaluate the financial and reputational impact of potential fraud incidents. * Partner with the engineering team to design and implement fraud detection systems, leveraging machine learning and predictive analytics. * Ensure alignment with regulatory requirements, including AML, KYC, and digital asset regulations. * Draft detailed reports and dashboards on risk findings, fraud incidents, and risk mitigation strategies for senior leadership and stakeholders. * Lead cross-functional risk assessments for new product launches, ensuring security and fraud prevention measures are integrated into product design. * Stay abreast of emerging risks in the digital asset space, including regulatory changes and new fraud tactics. * Develop incident response plans for fraud detection and participate in incident response drills to assess and enhance our risk management framework. Qualifications * Bachelor's degree in Finance, Economics, Computer Science, Data Science, or related field. * 5+ years of experience in fraud analysis, risk management, or financial crime prevention, ideally within fintech, digital assets, or blockchain environments. * Demonstrated experience with fraud detection systems, transaction monitoring tools, and data analysis platforms (SQL, Python, R). * Strong knowledge of digital asset platforms, blockchain technology, and stablecoin ecosystems. * Experience with regulatory compliance, particularly regarding AML, KYC, and financial crime prevention. * Exceptional analytical and problem-solving skills with a data-driven approach to decision-making. * Strong written and verbal communication skills, with the ability to clearly articulate complex risk findings to non-technical stakeholders. Preferred Qualifications * Certifications such as Certified Fraud Examiner (CFE), Certified Risk Manager (CRM), or CAMS. * Experience with machine learning models for fraud detection and predictive analytics. * Familiarity with incident response protocols and risk mitigation frameworks in financial services. * Prior experience in a fast-paced startup or scaling fintech environment. Compensation Range: $100K - $175K

Job DescriptionWhat will you do? You will own our finance function. From day one, you'll design the systems and controls we'll scale on, oversee and execute all aspects of accounting, and act as a strategic finance partner across modeling, fundraising, and leadership decisions. • Own the accounting engine end-to-end. You will run the full accounting cycle from journal entries, reconciliations, and monthly, quarterly, and year-end close. You will produce accurate financial statements, board financials, and financial reporting on a consistent cadence., • Design our internal control environment from the ground up. From segregation of duties, approval workflows, and documentation standards, you will keep us GAAP-compliant and audit-ready as we grow., • Manage tax, treasury, and equity. You will own our tax and compliance calendar, cash flow forecasting and bank account management, and the financial side of equity issuances including 409A processes., • Be the strategic finance partner to leadership. You will support modeling, budgeting, scenario analysis, and variance analysis for company decisions; lead all things finance for fundraises; and support with diligence, audits, and more., • You are based in or willing to relocate to New York. This role is not remote-eligible., • 6–10 years of finance and accounting experience. A strong mix of public accounting (Big 4 or mid-tier) and in-house operating at a startup or high growth company is ideal. Interest in crypto, digital asset, or web3 accounting is also a plus (even if you don't yet have experience)., • CPA strongly preferred. We will consider candidates without an active license whose track record demonstrates equivalent rigor., • You've run a finance or accounting function largely solo. You're comfortable being the team and building the function, not adding to a larger one or managing a growing team., • A genuine AI power user. You already use AI tools daily to increase output, accuracy, and speed across modeling, automation, research, and documentation., • Builder mentality. You are energized by establishing systems and processes from scratch, not executing someone else's defined playbook., • Proactive and self-accountable. You surface risks without being asked, drive best practices rather than waiting to be guided, and move comfortably between invoice-level execution and management-grade reporting.What's in it for you?, • Career-defining scope. You'll set the standard for how finance operates inside a company transforming institutional finance, while having direct exposure to all aspects of an early stage company's fast growth, from revenue models as we prepare for product launch to strategic fundraising and more., • Immediate impact. From your first week, you're shaping the chart of accounts, the controls framework, the tax calendar, and the financial systems we'll scale on for years., • Work alongside an exceptional team. You'll be directly managed and mentored by Eric Yuen (former Managing Director at Blackstone and JPMorgan) alongside an all-star team from Morgan Stanley, Goldman Sachs, UBS, Deutsche Bank, and more., • AI as a core part of the job, not a side experiment. Many Controllers are still trying to convince leadership that AI belongs in finance. Here, that's a starting assumption. You'll have permission, budget, and a leadership team actively experimenting with AI alongside you.Employment details, • Location: New York (hybrid, 3 days per week), • Compensation: Base salary + equity. Final package based on prior experience and qualifications., • Benefits: Medical, dental, and vision healthcare, 401(k), generous PTO, and more.

Job Description Job Code 424 Department Name Retirement Services Reports To Supervisor, Retirement Services Operations FLSA Status Non Exempt Union Code 53A Management No About Us: Building Services 32BJ Benefit Funds (“the Funds”) is the umbrella organization responsible for administering Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 185,000 SEIU 32BJ members. Our mission is to make significant contributions to the lives of our members by providing high quality benefits and services. Through our commitment, we embody five core values: Flexibility, Initiative, Respect, Sustainability, and Teamwork (FIRST). By following our core values, employees are open to different and new ways of doing things, take active steps to improve the organization, create an environment of trust and respect, approach their work with the intent of a positive outcome, and work collaboratively with colleagues. The Funds oversees and manages $9 billion of dollars in assets, which are made up of many, varied and complex funds. The dollars come from a number of sources, including the property owners who pay into the funds on behalf of their employees, and as such, requires those who oversee and manage the money to be highly skilled financial management people. 32BJ Benefit Funds will continue to drive innovation, equity, and technology insights to further help the lives of our hard-working members and their families. We use cutting edge technology such as: M365, Dynamics 365 CRM, Dynamics 365 F&O, Azure, AWS, SQL, Snowflake, QlikView, and more. Please take a moment to watch our video to learn more about our culture and contributions to our members: youtu.be/hYNdMGLn19A Job Summary: Under the supervision of the Supervisor, Retirement Services Operations, the Assistant Analyst is responsible for processing pension administration transactions for retired members of various pension plans. Responsibilities also include determining pension eligibility and processing pension applications in compliance with Plan documents and the law. Essential Duties and Responsibilities: • Calculate pension benefits for new retirees and estimated projected benefits for future retirees., • Analyze and process pension applications for completeness and accuracy; draft follow-up correspondence as needed., • Perform banking transactions, including but not limited to pension check stop/reissues and voids., • Work with third party vendors to collect data on deceased pensioners, update system accordingly with findings, and process bank reclaims for overpaid benefits., • Track pension overpayments on a plan-by-plan basis and enforce overpayment recoupment policies., • Reinstate suspended pensioner accounts after validating documentation as per plan rules., • Validate work history and prior service records to calculate pension service credits., • Perform data entry., • Complete standardized written member communications., • Assist Retirement Analysts and CARE Counselors as needed with administrative and analytical pension calculations., • Special projects as assigned by management. Qualifications (Competencies): • Strong mathematical skills required., • Basic accounting skills preferred., • Ability to prioritize work and meet deadlines., • High level of proficiency in Microsoft office programs, including Word and Excel., • Strong analytical, problem solving and decision-making skills., • Excellent organizational and prioritizing skills., • Detailed oriented with strong ability to multitask. Soft Skills (Interpersonal Skills): • Strong oral and written interpersonal skills., • Demonstrated customer service orientation., • Ability to work both independently and as a team player., • Ability to effectively operate in a fast -paced work environment. Education: College graduate with Accounting or Math related degree or equivalent work experience. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. • Under 1/3 of the time: Standing, Walking, Climbing or Balancing, Stooping, Kneeling, Crouching, or Crawling, • Over 2/3 of the time: Talking or Hearing, • 100% of the time: Using Hands Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. • 1/3 to 2/3 of the time: Work near moving or mechanical parts, exposure to radiation, moderate noise.

Bank Of America Financial Center Client Advisor. This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to speciali

Job Description Bandit Running is a pioneering technical performance brand committed to creating innovative, high-quality apparel & gear for goal-driven runners. Our mission to “Evolve Running” guides everything we do, always putting the needs of the global running community first. As the fastest-growing brand in the sport, we challenge conventional brand-building norms, prioritizing an extremely high-bar for disruptive excellence across product, experiences & content. Our vision is to build an enduring, iconic brand that breaks down barriers & inspires greater passion & participation in the sport we love. We’re seeking an Accounting Manager to help strengthen our accounting infrastructure during this next phase of growth. In this role, you will work closely with our Controller as well as cross-functional teams including Operations, Wholesale, Product, and Marketing. This role presents a unique growth opportunity for someone who is hands-on, detail- oriented, and excited to take ownership over key areas of Bandit’s accounting processes, reporting, and systems. Requirements Month-End Close & Reconciliations: • Help implement and perform month-end close processes, including reconciliations for all balance sheet, • accounts and implementation of controls throughout the financial statement review process, • Perform bank reconciliations and maintain accuracy across all cash accounts, • Manage fixed asset schedules and calculate depreciation on a monthly basis managing capitalization, • Book revenue based on fulfillment; manage deferred revenue, returns, and other liability reconciliations, • Assist with ASC 842 compliance, ensuring leases are recorded accurately and in accordance with GAAP Strategic Growth Initiatives: • Assist in testing and validating data during an ERP migration, • Support international entity setup and financial reporting, • Create and implement automated and scalable accounting operation workflows, while acting as a key partner to the Head of Finance & Strategy on ad hoc corporate finance and strategic initiatives Vendor (AP) & Customer (AR) Management: • Track and reconcile accounts payable and accounts receivable on an ongoing basis, managing any vendor or customer discrepancies to supporting schedules, • Enter and process bills for vendors and contractors in a timely and accurate manner Inventory & COGS: • Perform inventory reconciliations and reclassify prepaid inventory to finished goods on a monthly basis, • Manage inventory costing and assist in maintaining accurate channel-level P&Ls Payroll & Accruals: • Record payroll journal entries and reconcile payroll liabilities, ensuring proper classification of wages, • Post month-end accruals for expenses not yet invoiced, and manage the prepaid expense schedule What We're Looking For • 3-6 years of progressive accounting experience within an omni-channel consumer brand, • Bachelor’s degree in Accounting or Finance (CPA a plus), • Strong understanding of GAAP, including ASC 842 (leases) and ASC 606 (revenue recognition), • Excellent attention to detail, organization, and communication skills, • This is a full-time, in-office role based in our Greenpoint, Brooklyn headquarters, • Competitive base salary + equity, • Comprehensive health, dental, and vision benefits and flexible PTO, • Rocket-ship level momentum with a career-defining opportunity at-hand At Bandit, we’re building an incredible culture rooted in our three core values—Trust, Empathy, & Excellence. We believe that in order to build the best team, our baseline is an environment where everyone can bring their full & authentic selves to the table. We are committed to fair hiring practices where we hire team members for their potential & advocate for diversity, equity, & inclusion. We do not discriminate based on your race, color, religion, gender identity or expression, sexual orientation, national origin, age, military service eligibility, veteran status, marital status, disability, or any other protected class. Salary: $100,000-$120,000 + equity.

Job DescriptionMore than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Mortgage Loan Officer with Banner Bank you will be part of our Mortgage Lending team, awarded the 2020 Residential Diversity and Inclusion Leadership Award by the Mortgage Bankers Association. This outstanding team delivers superior value to our clients by attracting and making real estate loans which meet Bank standards for economic value and safety to contribute to the long term profitability of the Bank's operations.In this role you'll have the opportunity to: • Originate real estate loans from various sources: Realtor business developed through a structured outside calling program, contractors (both Banner Bank customers and others), referrals from branch personnel, general public through normal business relationships (i.e. service organizations, friends, acquaintances, etc.), and walk-in and call-in customers., • Ensure originated loans are set up in the Bank's computer system and processed through for submission to underwriting., • Identify opportunities and provide financing sheets for listings and Realtor/builder open houses. Attend weekend open houses and/or subdivisions for loan solicitation purposes., • Attend regular Realtor Association and Builder Association meetings., • Attend internal training sessions, internal sales meetings, and external training opportunities as assigned., • Take applications or meet with clients at Bank branch locations. Attend closing signing appointments as needed., • Promote home ownership through community outreach efforts, specifically in the communities around designated branch location demonstrating inclusive marketing efforts to develop new leads, loans and bank relationships. Conduct first time home buyer classes at or in close proximity to branch, host booths at non-profit community events, etc., • Comply with policies, procedures, security requirements, and government regulations.Education & Certifications, • H.S. Diploma required, • Bachelor's Degree in Finance, Accounting, Business, or other related field preferred, • NMLS registration requiredExperience, • 3+ years in of experience in residential mortgage origination requiredKnowledge, Skills and Abilities, • Proven history of success in consistent closing and funding of loans to meet sales goals., • Knowledge of mortgage loan origination processes and procedures, regulations, and underwriting., • Possess effective presentation, verbal and written communication, and negotiation skills., • Knowledge of current market competition, sales strategies, trends, and activity., • Knowledge of federal and state laws and regulations relating to real estate lending.Travel, • Up to 20%Compensation & Benefits, • Monthly guarantee of $3,800 (not including ramp-up period), • Excellent commission structure, • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life, • Paid vacation time, sick time and 11 company paid holidays, • 401k (with up to 4% match)

Job Description Experienced Financial Advisor – Independence & Growth Opportunity Please note: We would strongly prefer candidates who are local to OR, NY, NJ, FL, IL or CA based on current business needs. Cross Financial | High Payout. True Ownership. Real Upside. Are you a successful financial advisor who feels underpaid, constrained, or inefficient at your current firm? Cross Financial is seeking experienced wealth advisors with an established, transferable book of business who want significantly better economics, operational efficiency, and a clear path to leadership—without giving up ownership of their clients. This is a rare opportunity to more than double the national average payout while maintaining control over your practice and positioning yourself for long-term growth. Why Cross Financial * Elite payout structure: 60–80%+, depending on book size and profile * True client ownership — your relationships remain yours. No non-competes tied to your client relationships, or forced succession structures. * Independent, advisor-first platform built to reduce friction and inefficiency * Scalable infrastructure that lets you focus on clients, not admin * Leadership and equity potential for advisors who want to help shape the firm’s future * Built for experienced advisors—not trainees or product pushers The Role * Transition your existing book of business to a more efficient, higher-payout platform * Maintain full ownership and control of client relationships * Deliver comprehensive wealth management advice aligned to your clients’ needs * Collaborate with other senior advisors and firm leadership * Participate in firm growth initiatives, mentorship, and leadership opportunities (optional, not required) Who This Is For * Financial / Wealth Advisors with a transferable book of business * Wirehouse or bank advisors currently earning ~25–35% * Independent advisors burdened by inefficiencies and lack of opportunity * Those with strong client retention and an extensive relationship management track record * Advisors motivated by better economics, autonomy, and long-term upside * Collaborative professionals who value flexibility and ownership * High-level professionals with experience in custodian platforms LPL and/or Schwab. Preferred (Not Required): * Book size of $20M–$100M+ * Located in the following states: OR, NY, NJ, FL, or CA Compensation & Financial Upside * Payout range: 60–80%+ based on book size and structure * Top-tier payout bands available for advisors with larger, scalable books * No forced production grids or artificial caps * Clear alignment between revenue generation and take-home pay * Select advisors may have the opportunity to participate in long-term value creation initiatives, including leadership roles and potential equity participation. * On-Target Earnings: $150K - $600K+| Uncapped earnings structure directly tied to revenue production and growth. In addition to a rewarding career and a robust benefits package, we provide: * Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! The Bottom Line If you’ve built a successful book and believe you should be earning more for the value you create, Cross Financial offers a platform designed to reward experience, performance, and ownership—without sacrificing independence. Confidential conversations encouraged. Ready to elevate your career in an environment where your impact matters? Apply today. “Cross Financial, an independent member of the Crete Professionals Alliance, is the brand name under which Cross Financial and its affiliated entities (collectively referred to as “Cross Financial”) provide professional services. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand. Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-BP1

Job DescriptionWho we are The real world is the next frontier, and at Metropolis, we are creating the artificial intelligence to make it responsive. We are pioneering the Recognition Economy — a future where mundane repetition disappears and being known unlocks access, comfort and belonging everywhere you go. From transforming parking into a seamless drive-in, drive-out experience for millions of Members to expanding our intelligence layer across retail and hospitality, we are building a world that feels instinctive and magical. The future isn't coming; it's here, and we need builders, innovators and problem solvers to help us create it. Who you are Metropolis is seeking a Staff Accountant to join our team. You're a career-oriented accounting professional ready to join an innovative AI company at the forefront of the Recognition Economy. You will be a vital contributor to our mission to build a frictionless, connected, and human world, starting with reimagining mobility. At Metropolis, you'll build your career in a dynamic, tech-forward Finance environment with broad exposure to accounting, tax, and client reporting functions. Your responsibilities will be centered on foundational transactional accounting, account reconciliation, and essential support for the monthly close process and compliance efforts. These activities are crucial for maintaining the integrity of our financial records under US GAAP, client reports and preparing data for Tax compliance and filings. What you'll do • Prepare and post routine journal entries, ensuring they are properly documented and adhere to established US GAAP policies, • Execute bank reconciliations, investigating and resolving discrepancies in a timely manner, • Complete monthly balance sheet account reconciliations (e.g., prepaids, accrued expenses, and certain intercompany accounts), • Assist with the maintenance of the fixed asset subledger, recording additions, transfers, and disposals, • Assist the AP function by entering vendor invoices, verifying proper approval, and reconciling vendor statements, • Determining month end accruals with heightened focus on significant vendors, • Preparing monthly financial statements for Real Estate Partners in accordance with contractual agreements, • Prepare basic accruals and schedules to assist with complex close procedures, • Complete indirect tax filings, • Support the Tax team by gathering data for various tax filings, ensuring alignment with Tax Code requirementsWhat we're looking for, • Bachelor's degree in Accounting or a related field, • Professional accounting experience and a CPA candidate, • Exhibit a proactive desire to rapidly acquire accounting experience, translating learning and real-world experience directly into operational accounting tasks and process improvement, • Strong communication skills with ability to engage across multiple functions, • Exceptional attention to detail and accuracy in high-volume processes, • Strong analytical skills and collaborative team approach When you join Metropolis, you'll join a team of world-class product leaders and engineers, building an ecosystem of technologies at the intersection of parking, mobility, and real estate. Our goal is to build an inclusive culture where everyone has a voice and the best idea wins. You will play a key role in building and maintaining this culture as our organization grows. The anticipated base salary for this position is $70,000.00 USD to $80,000.00 USD annually. The actual base salary offered is determined by a number of variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held, and the location of residence and/or place of employment. Base salary is one component of Metropolis' total compensation package, which may also include access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, a lucrative stock option plan, bonus plans and more. #LI-WT1 #LI-Onsite Metropolis may utilize an automated employment decision tool (AEDT) to assess or evaluate your candidacy for employment or promotion. AEDTs are used to assist in assessing a candidate's application relative to the required job qualifications and responsibilities listed in the job posting. As part of this process, Metropolis retains data relevant to your candidacy, including personal information, for a period that is reasonably necessary for the use of the tool. If you are hired for the position, your data may become part of your employee records. Metropolis Technologies is an equal opportunity employer. We make all hiring decisions based on merit, qualifications, and business needs, without regard to race, color, religion, sex (including gender identity, sexual orientation, or pregnancy), national origin, disability, veteran status, or any other protected characteristic under federal, state, or local law.

Job DescriptionCareer Renew is recruiting for one of its clients a Controller (Accounting & Finance) - this is a hybrid role in NY. Salary range: 185-235K USD plus benefits plus equity. We are building the rails to bring Wall Street into the 21st century. With $40M in funding from Electric Capital and Paradigm, we are bringing together the best minds from Ethereum and Wall Street to rebuild the infrastructure that underpins the financial system — faster, safer, fully on-chain. The infrastructure of global finance gets rebuilt once in a generation. Our Controller will build the financial foundation of the team rebuilding it: the systems, controls, and institutional standards that the world's largest financial institutions rely on as they move their operations onchain. What Will You Do? You will own our finance function. From day one, you'll design the systems and controls we'll scale on, oversee and execute all aspects of accounting, and act as a strategic finance partner across modeling, fundraising, and leadership decisions. * Own the accounting engine end-to-end. You will run the full accounting cycle from journal entries, reconciliations, and monthly, quarterly, and year-end close. You will produce accurate financial statements, board financials, and financial reporting on a consistent cadence. * You will design our internal control environment from the ground up. From segregation of duties, approval workflows, and documentation standards, you will keep us GAAP-compliant and audit-ready as we grow. * Manage tax, treasury, and equity: You will own our tax and compliance calendar, cash flow forecasting and bank account management, and the financial side of equity issuances including 409A processes. * Be the strategic finance partner to leadership: You will support modeling, budgeting, scenario analysis, and variance analysis for company decisions; lead all things finance for fundraises; and support with diligence, audits, and more. * Build a finance stack that scales, with AI as a force multiplier: You will configure our accounting and finance technology stack, own our finance processes, and continuously evolve how AI is integrated across the function. Who Are You? You are a controller, senior accountant, or finance leader who has run a function largely solo, with the rigor of a public-accounting background and the energy of a startup builder. * You are based in or willing to relocate to New York. This role is not remote-eligible. * 6–10 years of finance and accounting experience. A strong mix of public accounting (Big 4 or mid-tier) and in-house operating at a startup or high growth company is ideal. Interest in crypto, digital asset, or web3 accounting is also a plus (even if you don’t yet have experience) * CPA strongly preferred. We will consider candidates without an active license whose track record demonstrates equivalent rigor. * You've run a finance or accounting function largely solo. You're comfortable being the team and building the function, not adding to a larger one or managing a growing team. * A genuine AI power user. You already use AI tools daily to increase output, accuracy, and speed across modeling, automation, research, and documentation. * Builder mentality. You are energized by establishing systems and processes from scratch, not executing someone else's defined playbook. * Proactive and self-accountable. You surface risks without being asked, drive best practices rather than waiting to be guided, and move comfortably between invoice-level execution and management-grade reporting. What's In It For You? * Career-defining scope. You'll set the standard for how finance operates inside the company transforming institutional finance, while having direct exposure to all aspects of an early stage company’s fast growth, from revenue models as we prepare for product launch to strategic fundraising and more. * Immediate impact. From your first week, you're shaping the chart of accounts, the controls framework, the tax calendar, and the financial systems we'll scale on for years. * Work alongside an exceptional team. You’ll be directly managed and mentored by Eric Yuen (former Managing Director at Blackstone and JPMorgan) alongside an all-star team from Morgan Stanley, Goldman Sachs, UBS, Deutsche Bank, and more. * AI as a core part of the job, not a side experiment. Many Controllers are still trying to convince leadership that AI belongs in finance. Here, that's a starting assumption. You'll have permission, budget, and a leadership team actively experimenting with AI alongside you. Compensation & Package Base Salary + up to 1% Equity / Benefits: Medical, dental, and vision healthcare, 401(k), generous PTO, and more.

Job DescriptionCoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at . What You'll Do: The Corporate Development Associate will support our Equity Capital Markets (ECM) and Investor Relations (IR) efforts as we continue to scale as a public company. This role will be instrumental in executing equity-related capital markets activity, supporting investor engagement, and partnering closely with Finance, Legal, and executive leadership. The ideal candidate brings strong experience from an investment banking background, thrives in a fast-paced environment, and is excited to help build and scale best-in-class capital markets and investor relations processes. In this role you will: • Support CoreWeave's equity capital markets activities, including public equity offerings, convertibles, and PIPE transactions, • Partner closely with internal stakeholders and external advisors (banks, legal counsel, auditors) throughout equity capital raises, • Support ongoing engagement with sell-side and buy-side analysts, including preparation of key messaging, materials, coordination of meetings, regular direct dialogue, and follow-ups, • Own and manage the corporate access calendar, including investor meetings, conferences, roadshows, and non-deal roadshows, • Play a key role in the quarterly earnings process, including preparation of earnings materials, scripts, Q&A, and coordination across teams, • Assist in the development and refinement of investor-facing materials, including earnings decks, investor presentations, and disclosures, • Help ensure consistency and accuracy of external financial messaging in partnership with Finance, Legal, and Communications, • Track market activity, peer performance, and investor sentiment to help inform leadership and strategy Who You Are: • 2+ years of experience in Capital Markets at an investment bank (ECM, leveraged finance, or closely related role), • Strong understanding of equity markets, public company processes, and investor dynamics, • Exceptional analytical, organizational, and project management skills, • Ability to manage multiple workstreams simultaneously in a fast-moving environment, • Strong written and verbal communication skills with comfort interfacing with senior leaders and external stakeholders, • High degree of ownership, attention to detail, and sound judgment At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences The base salary range for this role is $99,000 to $145,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration. California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job DescriptionWe are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve. Title: Branch Supervisor Location: Brooklyn, NY Branch: Flatbush Job Status: Full Time Job Summary: Partner with the Branch Manager and Assistant Branch Manager to ensure efficient operations of the branch. Act as first level supervisor, assisting all Tellers with job-related questions and coordination of all sales-related actions. Ensure teller staff is operating in compliance with Bank policies and procedures. Coach and mentor Teller staff in building relationships through referrals and cross-selling Bank products and services. Responsibilities Include: • As first level supervisor, assist all staff with any job-related questions, ensuring staff is operating in compliance with Bank policies and procedures. Partner with Assistant Manager and Branch Manager, and assume authority in their absence, to ensure daily branch operations are being conducted in a responsible and sound manner, in accordance with all applicable laws, regulations and guidelines, • Monitor and approve customer transactions, manage the teller area, schedule and staff employees appropriately, complete daily proofing of all branch-related areas, review daily reports of customers activity and complete any paperwork as required for Compliance and Bank Secrecy Act (BSA) purposes, • Ensure dual control procedures are enforced at all times, including proper oversite of branch cash, vault and teller cash management, and internal and external shipment of cash, • Monitor procedures involving non-deposit products, such as wealth management and retirement planning investments, to ensure compliance within these areas, • Complete periodic internal branch audits, • Ensure all branch security procedures are being followed appropriately and effectively, including daily branch opening and closing procedures, • Ensure compliance with all relevant Bank policies and procedures, • Maintain a working knowledge of all products and services to assist in answering questions from staff and customers, • Train and develop staff toward procedural compliance, goal achievement and exceptional customer service, • Coach and mentor staff in building relationships through referrals and cross-selling Bank products and services. Clearly communicate expectations of job performance and hold staff accountable for performing against expectations and goals, • Actively participate in performance management process for staff, completing performance evaluations and proactively addressing performance issues, • In partnership with Human Resources, manage the hiring, training and retention of staff, • Cross train in all positions within branch and perform any operations duties, as needed, during peak periods or to maintain coverage, • Lead by example by modeling appropriate sales techniques to staff., • Consistently cross-sell and refer bank products and services to contribute to branch sales goals, including deposit growth, loan growth, fee income growth and investment growth., • Execute on sales opportunities by making product suggestions based on customer needs and referring to the appropriate branch or external representative (deposits, loans, investments, debit cards, and merchant Services OTM), • Assist in customer outreach by managing, assigning and conducting outbound phone calls, to educate and inform customers about additional products and services available to them., • Proactively strive to retain and grow the current customer base by providing efficient daily operations of the branch and exceptional customer service, • Maintain clear and open communication between branch management and staff, actively listen to staff when questions are raised, and cascade important information both up to management and down to staff members in a timely manner, • Promote Northfield Bank in the communities we serve, through involvement in community-based organizations and participating in community events and company-sponsored events, • Demonstrate professionalism at all times by maintaining a positive and respectful demeanor even during challenging situations, • Professional work attire must be worn at all times, following our HR manual guidelines • Assignment to a specific branch is always based on business need. Northfield Bank may transfer an employee to another branch at any time. Job Requirements: • High School Diploma or equivalent required, • Two-year college degree or 2+ years banking experience, including supervisory experience, • Proficient with all Teller-related functions, including cross-selling bank products (1+ years’ experience required. 2+ years’ experience preferred.), • Good interpersonal and problem solving skills (1+ years’ experience required. 2+ years’ experience preferred.), • Good computer skills (1+ years’ experience required. 2+ years’ experience preferred.), • Ability to multi-task effectively (1+ years’ experience required. 2+ years’ experience preferred.), • Supervision of staff (1+ years’ experience required. 2+ years’ experience preferred.), • Operating an Adding Machine required, • Must be able to stand for prolonged periods of time, • Ability to lift and transfer coin bag (approximately 30 lbs.) Northfield Bank is an Equal Employment Opportunity Employer Minorities/Females/Protected Veterans/Individual with Disabilities/Sexual Orientation/Gender Identity Pay Range: $24.00-$31.00 per hour Non-exempt

Job Description Building a Brand starts with a Story FIRST is a leading global brand experience agency providing Content, Creative, Digital Technology, Management & Delivery, and Data & Insights services. For 30 years, we have utilized three flexible delivery models: Embedded teams, Corporate Campus operations, and a Full-Service Agency. Managing over 37,000 events & projects annually across 110 countries, FIRST serves 130+ brands, specializing in Fortune 500 companies within the Financial Services, Technology, Healthcare, Media, and Professional Services sectors. FIRST is part of the broader Encore family of companies. Encore is a global leader in event production and technology. Consistently recognized for excellence, recent honors include 2026 Chief Marketer Agency of the Year, the Ad Net Zero Award for sustainability, and more. Learn more at What You Would Get To Do The Staff Accountant will play a critical role in ensuring the integrity of financial data and supporting the day-to-day operations of the Finance department. This role bridges meticulous transactional oversight, specifically in Accounts Payable and Cash Management, with essential month-end reporting and internal stakeholder support. This role is an integral part of the overall business and will require a great deal of attention to detail, excellent time management, and the ability to work individually and as part of a team. Your Contributions Accounting Payable and Vendor Management • Verify, code, and process vendor invoices and employee expenses with high accuracy in the ERP system., • Prepare weekly and ad-hoc vendor payment runs; ensure all cash disbursements are accurately applied against outstanding liabilities., • Monitor daily bank activities and apply cash receipts against client billings, commission receivable, and other inflows., • Prepare comprehensive monthly bank reconciliation to ensure alignment between bank statements and the general ledger., • Prepare and record month-end accruals and adjustments as directed by the Assistant Controller and Senior Accountant., • Perform balance sheet reconciliations and conduct month-to-month variation analysis to identify and explain fluctuations., • Support the supplier onboarding process and maintain integrity within the SAP vendor master data., • Assist in monitoring of finance-related inboxes, provide troubleshooting support for Concur Expense and Concur Invoice, and collaborate with internal stakeholders to resolve discrepancies., • Build strong relationships with Event Delivery, Client Services, and FP&A to provide seamless financial support., • Support the Assistant Controller in annual financial audits, and assist with external regulatory filings as required., • Raise and escalate potential concerns and successes to the Assistant Controller and leadership regularly., • Experiences of using enterprise-level accounting software and finance tools, such as SAP, Oracle, and Concur is highly desirable., • Strong foundation in GAAP with ability to apply matching principles and accrual accounting correctly., • Understanding of account payable lifecycle, including vendor master data management, 3-way matching, and strategic payment term optimization., • Strong attention to detail, ensuring the highest level of accuracy in data entry and financial documentation., • Ability to analyze financial data and perform key balance sheet reconciliations., • Understanding of relevant tax regulations and compliance requirements, including sales & use tax., • Medical, Dental & Vision, which includes the option of a high deductible health plan (HDHP) with a health savings account (HSA), • 401 (k), • Five Flexible Spending Accounts Options, • Generous Paid Time Off Allowance, • Employee Assistance Program (EAP), • Life, Disability & Pet Coverages, • Wellness Stipend, • Mobile Phone Allowance, • Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more, • Aura Identity Theft Protection, • Discretionary Bonus Structure Please note that the national salary range listed in the job posting reflects the new hire salary range across various U.S. locations that would be applicable to the position. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. #LI-hybrid #LI-MV1 FIRST is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. FIRST is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We stand firm: FIRST will not tolerate discrimination or harassment based on any of these characteristics. If any candidate feels that they are unable to meet the requirements of the role, please get in touch to discuss adjustments or other suitable roles.

Job DescriptionDescription: Hybrid Onsite 5 days/week, alternating weeks in Jersey City, NJ Our client is building incubators that move ideas from concept to scale using emerging technologies and human-centered design. The role focuses on Node.js and microservices to deliver cloud-based, event-driven products that improve financial lives. You will collaborate with product managers, lead technical decisions, and deliver prototypes through full-scale applications on modern infrastructure. Your work will influence new tools and potential new lines of business. Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance. Rate: $80.00 to $85.00/hr. w2 #LI-JS1 Responsibilities: • Rapidly develop prototypes, pilots, and full-scale distributed applications based on requirements, prototypes, or verbal input., • Design and build microservices and APIs with an API-first approach., • Develop and support large-scale Node.js and Express applications., • Collaborate with digital product managers to deliver robust cloud-based solutions., • Work across peer groups to resolve and understand complex technical and design issues., • Apply system and application design patterns to build scalable, maintainable services., • Contribute technical leadership and escalate issues and risks to management for timely resolution., • 5+ years of software development experience with Node.js, JavaScript, and TypeScript., • Experience designing and developing microservices with strong API design skills., • Hands-on development and support of large-scale Node.js and Express applications., • Event-driven application experience using Kafka or a comparable messaging platform., • Experience with AWS services such as S3 and EC2., • Comfort with containers using Docker and Kubernetes., • Experience with NoSQL databases such as MongoDB., • Experience building reusable Node.js modules and managing dependencies with NPM., • Familiarity with libraries such as Mongoose, Casbin, and Axios (preferred)., • Experience using source control for feature-driven development in Bitbucket or Stash., • Knowledge of CI/CD pipelines with Jenkins and Artifactory., • Strong object-oriented skills and system design for microservice architecture., • Work experience in an Agile development environment., • Strong written and verbal communication and interpersonal skills., • Bachelor’s degree in Computer Science or a related discipline. W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality. If anyone reaches out to you about an open position connected with Eliassen Group, please ensure that you are working directly with us by confirming the following: · When you work with Eliassen Group, all email communication will come from an Eliassen.com address, never Gmail, Yahoo, etc. · Eliassen Group will never ask you for personal information (home address, bank account, or check routing number) until you have worked with someone clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact . About Eliassen Group: Eliassen Group is a strategic consulting firm that helps organizations reach further and achieve more through our technology, business advisory, and life sciences solutions. For nearly 40 years, we have combined exceptional people, deep domain expertise, and intelligent capabilities to expand our clients’ capacity and accelerate meaningful outcomes. We are driven by a purpose to positively impact the lives of our employees, clients, consultants, and the communities we serve. Eliassen is committed to building a diverse and inclusive team from a variety of backgrounds, perspectives, and skills. We are an Equal Opportunity and Affirmative Action Employer and all employment decisions are based on merit, performance, and business needs. Eliassen does not discriminate on the basis of race, color, gender identity or expression, sexual preference or orientation, sex (including pregnancy, childbirth, and related medical conditions), marital status, creed, religion, physical or mental disability, genetic information, military or veteran status, age, ancestry, national origin, citizenship status, prohibited criminal record inquiries of applicants and employees, or any other category protected by federal, state, or local laws. Don’t miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!

Job Description About Javelin Global Commodities (“Javelin”) Javelin Global Commodities is a leading global commodities marketing, trading, logistics services and investment firm with head offices in London and wider global offices in New York, Dallas, San Diego, St Louis, Canada, Switzerland, Poland, Dubai, India, Singapore, China and Australia. Javelin was founded in 2015 and now operates across 100 countries and six continents with respect to more than 20 different commodities across thermal coal, metallurgical coal, iron ore, steel scrap, metals, hydrocarbons, freight, softs, and renewables. Javelin employs over 200 people globally. We take pride in our values, global reach, meritocratic culture and strong work ethic. Our success over the years has been built on our guiding principles of customer service, creativity, transparency, integrity, and responsibility. Discover more at . About Javelin Private Capital Group (“JPCG”) JPCG is the independent, full-service Investment Banking Advisory group of Javelin Global Commodities. JPCG provides investment banking services to support clients' business objectives including mergers and acquisitions, debt and equity capital raises, project finance and capital structure advisory. Additionally, JPCG invests Javelin’s capital as part of the merchant banking services it offers clients. As part of the Javelin Global Commodity platform JPCG is uniquely positioned to provide its clients bulge-bracket-scale investment banking resources and a global footprint, while maintaining a boutique investment bank-style of access to senior advisory professionals and highly tailored service offerings. Recent advisory assignments by senior bankers at JPCG include Puerto Rico PREPA solar development, Enviva, Jervois Global, Tacora Resources, Riverbed Technology, First Energy Solutions, Gladieux Metals Recycling and many others. The Role JPCG is recruiting talented 2nd or 3rd year analysts to join the New York office and to support our growing investment Banking practice. Analysts will directly support senior bankers and are expected to handle a high level of responsibility in the execution of regular financings, distressed financing and restructuring transactions. Analysts work on small deal teams and have direct exposure to clients and senior bankers. Analysts bear responsibility for providing the rigorous analysis that supports the advice provided to clients. Analysts are expected to embrace a fast-paced environment, a high-level of responsibility and desire to grow their role in the team over time. Key Responsibilities • Analyze companies, industries, historical financial statements and prospective financial information, • Develop financial models, build cash flow projections and perform valuation analyses, • Organize and executing due diligence processes, • Conduct industry and company research, • Exceptional attention to detail, • US work authorization, • Ability to excel in a fast-paced, entrepreneurial work environment, • Undergraduate degree from a top-tier institution and stellar academic record, • Prior experience working as an Analyst within a bulge-bracket, major or boutique investment bank is preferred (prior experience in restructuring, leveraged finance or debt capital markets is ideal), • Also open to Financial / Management Consultants who wish to transition to investment banking, • Strong quantitative and financial statement analysis skills, • Excellent communication skills (written and oral), • Annual discretionary bonus, • 20 days holiday, • Company 401K scheme, • Private medical, vision and dental scheme with a range of additional insurances and wellbeing benefits

Job Description About Javelin Global Commodities (“Javelin”) Javelin Global Commodities is a leading global commodities marketing, trading, logistics services and investment firm with head offices in London and wider global offices in New York, Dallas, San Diego, St Louis, Canada, Switzerland, Poland, Dubai, India, Singapore, China and Australia. Javelin was founded in 2015 and now operates across 100 countries and six continents with respect to more than 20 different commodities across thermal coal, metallurgical coal, iron ore, steel scrap, metals, hydrocarbons, freight, softs, and renewables. Javelin employs over 200 people globally. We take pride in our values, global reach, meritocratic culture and strong work ethic. Our success over the years has been built on our guiding principles of customer service, creativity, transparency, integrity, and responsibility. Discover more at . About Javelin Private Capital Group (“JPCG”) JPCG is the independent, full-service Investment Banking Advisory group of Javelin Global Commodities. JPCG provides investment banking services to support clients' business objectives including mergers and acquisitions, debt and equity capital raises, project finance and capital structure advisory. Additionally, JPCG invests Javelin’s capital as part of the merchant banking services it offers clients. As part of the Javelin Global Commodity platform JPCG is uniquely positioned to provide its clients bulge-bracket-scale investment banking resources and a global footprint, while maintaining a boutique investment bank-style of access to senior advisory professionals and highly tailored service offerings. Recent advisory assignments by senior bankers at JPCG include Puerto Rico PREPA solar development, Enviva, Jervois Global, Tacora Resources, Riverbed Technology, First Energy Solutions, Gladieux Metals Recycling and many others. The Role JPCG is recruiting high-potential graduates to join our New York office and support our growing Investment Banking practice. Graduate Analysts work closely with senior bankers and gain hands-on exposure to live transactions across regular financings, distressed financing, and restructuring. You will be part of small deal teams, allowing for meaningful responsibility, direct interaction with senior bankers, and early exposure to clients. This role is designed for candidates who are eager to learn, thrive in a fast-paced environment, and want to develop a strong foundation in investment banking. Key Responsibilities: • Support the analysis of companies, industries, and financial performance, • Assist with the review of historical financial statements and forward-looking financial information, • Help build financial models, cash flow projections, and valuation analyses, • Participate in due diligence processes and transaction execution, • Conduct industry and company research, • Prepare presentations and supporting materials for Juniper and its clients Requirements Requirements: • Bachelor’s degree (or expected graduation) from a top-tier institution with a strong academic record, • Relevant internship experience in investment banking, finance, consulting, accounting, or a related field is strongly preferred, • Strong attention to detail and analytical mindset, • Ability to thrive in a fast-paced, entrepreneurial environment, • Strong quantitative skills and understanding of financial statements, • Excellent written and verbal communication skills, • Proficiency in Excel, Word, and PowerPoint; familiarity with financial databases (e.g., Bloomberg, Capital IQ) is a plus, • Prior internships or coursework in finance, economics, accounting, consulting, or related fields preferred, but not required, • US work authorization This role is ideal for graduates who are highly motivated, intellectually curious, and looking to grow their responsibilities and impact over time within a collaborative investment banking team. Benefits Benefits • Annual discretionary bonus, • 20 days holiday, • Company 401K scheme, • Private medical, vision and dental scheme with a range of additional insurances and wellbeing benefits

Job DescriptionController - PE or Real Estate Job Title: Controller Job Location: In office Job Salary: $150k-$180k (DOE) Requirements: 7+ Years exp. Position Overview We are seeking an experienced Controller to lead accounting and financial reporting for a private equity or real estate platform. The Controller will own month-end close, financial statement preparation, investor and fund reporting, internal controls, and tax and audit coordination. This role partners closely with the CFO and investment teams to ensure accurate, timely financial information, support transactions and valuations, and drive process and system improvements across portfolios and funds. Key Responsibilities • Lead and manage all aspects of the month-end and year-end close process, including preparation and review of consolidated GAAP financial statements., • Prepare and deliver timely investor, fund and portfolio-level reporting, including NAV calculations, capital call and distribution schedules, and fund performance metrics., • Oversee and improve accounting policies, internal controls and SOX-ready procedures; coordinate internal control testing and remediation., • Manage external audits, tax compliance and regulatory filings; serve as primary liaison with auditors, tax advisors and other external service providers., • Supervise, coach and develop the accounting team, including hiring, performance management and workload prioritization., • Support financial planning and analysis activities: budgeting, forecasting, variance analysis and cash flow management., • Partner with investment and asset management teams on transaction accounting, acquisitions/dispositions, asset-level valuations, lease accounting (ASC 842) and investor due diligence., • Implement and maintain financial systems and ERP solutions (e.g., Yardi, MRI, NetSuite) and drive process automation and reporting improvements., • Ensure compliance with applicable accounting standards and industry practices for real estate, REITs or private equity structures and support fund-level structuring, waterfall and carried interest calculations., • Proven experience serving as a Controller or senior accounting leader within private equity, real estate, asset management or a related financial services environment., • Bachelors degree in Accounting, Finance or a related field; advanced degree (MBA/MST) preferred., • Strong technical accounting expertise in GAAP and fund/partnership accounting, including experience with consolidation, valuations, revenue recognition and lease accounting., • Demonstrated experience managing audits, tax filings and regulatory reporting; strong internal controls and SOX knowledge., • Proven leadership skills with experience building and managing high-performing accounting teams and cross-functional relationships., • Advanced Excel skills and experience with accounting ERPs and reporting tools (examples: Yardi, MRI, NetSuite, and business intelligence platforms)., • Excellent communication skills, attention to detail, and the ability to work in a fast-paced, transaction-oriented environment., • Required: Hands-on Controller experience with responsibility for financial close and reporting processes., • Nice to have: CPA designation, prior experience in Real Estate or REIT operations, Private Equity fund accounting, or Private Credit portfolio accounting. - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 04/15/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job Description Join the Origis Energy Team! Origis Energy is accelerating the transition to a carbon-free future by Reimagining ZeroSM. As one of America's leading renewable energy and decarbonization solution platforms, the company continues to expand and reimagine its contribution to the world's net-zero goals. Origis Energy puts customers first to deploy a wide range of sustainable solutions for grid power generation, performance optimization, and long-term operation of solar and energy storage plants across the U.S. Founded in 2008, Origis Energy is headquartered in Miami, FL. The Origis team, regarded as one of the leading developers in the U.S., is committed to living five core values in all interactions both with each other and external stakeholders: Solve for Tomorrow. A role with Origis Energy puts you at the forefront of the transition to clean energy. Are you ready to bring new ideas? Do you exist to find solutions? That's how we revolutionize energy and build a carbon-free future - through unmatched service and relentless innovation. Rise Together. To succeed here, you'll collaborate with others and work as one team, across various teams including solar and energy storage development, financing, engineering, procurement and construction (EPC) and operations, maintenance and asset management. Are you open to diverse perspectives and prepared to work seamlessly across disciplines to reach our collective goals? Perform at Peak. We're seeking team members who bring authentic energy and passion to every task. How can you use your natural strengths, genuine optimism and intelligence to make your greatest contributions to Origis? Inspire & Grow. The Origis team is comprised of knowledgeable, passionate solar and energy storage experts who bring deep expertise and solution-driven thinking to clients. A successful Origis team member encourages others and sets a high bar for growth. We have a culture of continuous improvement because each team member takes the role of both learner and mentor. Be Resilient. The spirit in which we tackle the energy challenges and objectives of our clients means we consistently stretch for the extra mile. We all take initiative and remain adaptable, overcoming obstacles by prioritizing respect. Origis Energy is seeking an experienced Director Capital Markets who will play a pivotal leadership role building and scaling Origis' fast-growing renewable IPP business. The ideal candidate will be the team lead on all aspects of execution of debt financing and tax equity investments. Reporting directly to the Senior Vice President Capital Markets, the Director Capital Markets is a regular, full-time position, and is eligible for our generous employee benefits package, including employer paid health insurance, paid time off, a 401(k) plan with employer matching contributions, and other great benefits. Key Responsibilities • Responsible for sourcing and managing tax equity and debt for projects and corporate facilities, including review of proposals and recommendation, • Coordinate preparation of RFP material for prospective lenders and investors, comprised of teasers and consultants reports and modeling, • Task deal team with responsibilities to ensure smooth execution, • Select prospective lenders and investors and organize formal outreach through an RFP, • Compare offers and formulate a recommendation to the Head of Capital Markets, including selected counterparty(ies), execution strategy, and timeline, • Oversee diligence with technical and financial advisors and address any issue that might arise in terms of timing and / or quality of deliverables. Ensure involvement and coordination with the right Origis teams (EPC, Resources, BD, Development…). Devise constructive solutions to address problems, • Oversight and training of more junior team members in the deal team – ensuring that all deadlines are met and that the work product is high quality, • Be ultimately accountable for delays in timing and deterioration in outcome (debt / tax equity quantum). Communicate on a weekly basis (Capital Markets call) and on an ad-hoc basis as needed, • Provide final oversight on all financial modeling work, impact of structure on project IRRs and MOICs and communication of financial information internally and externally, • Lead all documentation aspects - negotiation of term sheets and documents together with legal counsel, • Bachelor's degree minimum, • Minimum of 8 years of relevant working experience in structured/project finance, preferably with another developer or IPP or in the financial industry with a leading Project Finance lender, • Understanding of the renewable sector and associated capital structures including tax equity, • Clear experience leading the structuring and execution of financing facilities, • Existing relationships with the main PF lenders and tax equity investors active in the market, • Solid understanding of Capital Markets and of the bank and tax equity markets in general, including deep appreciation for typical processes (credit and investment committees; KYC diligence; etc), • Excellent organizational skills, ability to manage multiple workstreams simultaneously, • Fluency in negotiating project finance legal documentation including conditions precedents, reporting requirements, covenants, events of default and other key project finance concepts, • Proven ability to complete tasks under strict deadlines; accountability and ownership of assigned work, • Pride the consistent delivery of a high-quality work product, attention to detail, • Strong written and verbal communication skills both internally and externally – with third party consultants, counsels and capital providers, • Ability to work cross functionally, • High degree of initiative and decisiveness, • Problem-solving skills, • Attention to details, • Impeccable work ethics and ability to lead by example. Energetic about getting the team to success, and interested in mentoring junior team members, • Comfort with financial modelling Travel Up to 10% travel as needed Job Level Director – no direct reports The expected starting pay range for this role is outlined below, in addition to a competitive annual bonus and benefits, 401K, etc. This range is an estimate and base pay may be above or below the ranges provided as our individual pay is determined by several factors including, but not limited to, location, experience, education & certifications, as well as performance. New York Pay Range$185,000—$250,000 USD Origis Energy is an Equal Opportunity Employer (EOC). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. We embrace and encourage our employees' differences as that is what makes our employees unique. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. More information is available here. California Applicants: Please review our California Privacy Policy and Notice at Collection. Request for Support or Accommodations: As part of our effort to provide equal opportunity to qualified disabled veterans and individuals with disabilities, we are happy to offer support and special accommodations in order for you to successfully reach us with your interest. Please reach out to us at if you would like to request help with your application.

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About our role: We are looking for a highly motivated and licensed Financial Customer Experience Associate to lead moomoo’s in-person activations in our NYC Brand Store. In this role, you will be driving sales, building customer relationships, and handling live customer support. This role combines financial expertise, client relationship management, and event leadership to deliver an exceptional in-person customer experience. You will oversee store operations, drive client acquisition, provide licensed investment guidance, and ensure compliance with FINRA and SEC regulations.This is a hands-on position perfect for someone who thrives in high-energy environments, excels at client engagement, and has a deep passion for finance and the U.S. stock market. Requirements Key Responsibilities: • Financial Expertise - Learn and maintain a deep understanding of moomoo's history, mission, product features, trading tools, and customer promotions to effectively communicate value to clients, • Client Onboarding -Assist customers with account openings, deposits, and account modifications on-site, • Sales & Promotions Management -Manage and plan sales promotions and marketing campaigns for the Brand Store, • Client Support - Provide exceptional client support by answering incoming questions about moomoo products and services, • Sales & Inventory Tracking - Track and report merchandise inventory, sales, and customer conversion data at each event, • Cross-Functional Collaboration - Collaborate with cross-functional teams to support/create promotional campaigns, marketing initiatives, and sales efforts, • Financial Market Awareness - Stay current on market news, trends, and economic events, and effectively communicate relevant insights to customers, • Store Operations Management - Oversee day-to-day Brand Store sales and operational workflows, • Compliance - Ensure all marketing and sales activities comply with FINRA and SEC guidelines Qualifications: • Must currently have Series 7, and ability to obtain Series 63 license within the first 90 days of employment., • 3+ years of experience in sales and/or customer service within a financial services company., • Strong personal trading experience (preferred)., • In-depth knowledge of FINRA and SEC marketing guidelines., • Deep understanding of trading products, services, and the U.S. stock market., • Excellent leadership, communication, and customer engagement skills. What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $55,000-$100,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.