831 Best investment accounting Jobs in Jersey City, New Jersey (July 2026)

ABOR/IBOR Business Systems Analyst - Investment Accounting

17 hours ago

NEW YORK

Business Systems Analyst – Investment Management Technology (ETX) (Hybrid, Boston) Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? MassMutual assists millions in achieving financial freedom, providing protection and future planning. We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual. The Opportunity This position is required to provide subject matter expertise for BlackRock Aladdin Accounting Platform and related applications. Recognized as subject matter expert in business analysis field. Has responsibility for instructing, directing, and checking the work of other Business Analysts. Formulate and define business and/or systems scope and objectives based on both user needs and a thorough understanding of industry requirements. Devise or modify procedures to solve highly complex problems considering limitations, operating time, and form of desired results. Provide analysis of business and user needs, documentation of requirements, and translation into proper business and/or system requirements. Consider the business implications of the application of technology to the current and future business environment. Act as a team leader for complex projects. The Team You will be joining MassMutual’s Investment Management Technology team. Our mission is to build reliable automation solutions for the Investment Operations business team. You will be part of a team that is technical, highly motivated and excels at working in a fast paced and always evolving environment with agility and resilience. The Impact: The Business Systems Analyst is responsible for the analysis, design, and testing of complex applications and system integration processes supporting MassMutual’s Investment Management Unit. This role supports strategic investment initiatives within these areas and ensures recommended solutions are aligned with business and MassMutual IT strategies while adhering to relevant technology standards. This role leverages problem solving and analytical skills to design technical solutions related to data management and system integration challenges and contributes to troubleshooting efforts across multiple functional areas including General Investment Accounts, Separate Investment Accounts, Securities & various technology platforms supporting Investments. This is a critical role in maintaining the cohesion between the business stakeholders and the technology delivery teams. It requires a deep and broad technology background conducive to that found in a “master application developer” but this is not a development position but will participate and guide technology decisions and best practices. It also requires a strong work ethic, the ability to work independently or in collaboration, exceptional communication skills, and knowledge of, or the aptitude to learn the investment management data domain. • Perform analysis of business process, procedures, data and rules, • Experience with data-centric architectures, multi-dimensional time series, and techniques to guarantee robust data integrity, • Demonstrated ability to identify and understand critical business features that drive value, and translate those into solid technical solutions, • Excellent written and oral communication skills, ability to effectively and confidently interact with business and technical personnel, at all levels in the organization, • Proven technical leadership and mentoring skills, • Strong knowledge of the investment accounting across multiple asset classes, public and private, including derivatives, • Candidates must combine an attention to detail with the ability to see the big picture, • Demonstrated ability to communicate effectively using verbal and written methods to all levels of an organization, • Proficient with standard documentation tools (Lucid Chart, Excel, Word), • Capable of applying knowledge to handle all but the most complex problems independently, • Drives continuous improvement and efficiencies beyond own scope of responsibility The Minimum Qualifications • Bachelor’s degree, • 8 + years of experience with designing and implementing complex solutions, • 5+ years of investment data experience with an understanding of systems and data management., • 3+ years of experience with BlackRock Aladdin ABOR/IBOR, • 5+ years of experience with investment management systems (from front office to middle office, to back office), • 5+ years of data analysis experience working with large data sets and multiple sources of data. The Ideal Qualifications Technical Skills • Expert user of excel and proficient with SQL/Oracle query tools, • Experience with platforms like BlackRock Aladdin OMS is highly preferred, • Experiene with BalckRock Aladdin ABOR implementaion is preferred, • Ability to apply technical and business knowledge across multiple business functions, • Ability to work in close collaboration with project/program managers, architects, developers, and testers to optimize the quality of the developed product, • Skilled in interacting between internal business partners, internal IT teams, and offshore partners, • Ability to effectively estimate time to complete design and development tasks, • Influence design & architecture inclusive of technical (non-functional) requirements, • Ability to communicate clearly and to simplify complex topics for a wide range of audiences (both written and verbal), • Ability to work through complex issues, identify themes, and develop solutions, in time-critical situations., • Ability to develop a strong understanding of business processes and functional requirements and skill to be able to translate business requirements into succinct functional / technical specifications, experience writing ETL requirements, and providing close oversight of specifications, • Ability to quickly learn new technologies and platforms, • Ability to adhere to project schedules and meet deadlines in the execution of job responsibilities Soft Skills • Self-managed and motivated individual with strong leadership skills., • Excellent written, oral and presentation skills., • Works with minimal oversight and proactively communicates status and risks to project leadership., • Ability to work well in a team environment. #LI-RK1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Remote Corporate Development Associate - AI Trainer ($50-$60 per hour)

3 months ago

Rutherford

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when You work on your own schedule, on your own computer, from the comfort of your own home Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Master's and/or PhD is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Remote Financial Planning & Analysis Manager - AI Trainer ($50-$60 per hour)

3 months ago

Bayonne

Remote Equity Research Analyst - AI Trainer ($50-$60 per hour)

3 months ago

Rutherford

Remote Lead Financial Analyst - AI Trainer ($50-$60 per hour)

3 months ago

East Orange

Remote Investment Analyst - AI Trainer ($50-$60 per hour)

3 months ago

Fairview

Remote FP&A Manager - AI Trainer ($50-$60 per hour)

4 months ago

Cliffside Park

Remote Finance Analyst - AI Trainer ($50-$60 per hour)

3 months ago

Cliffside Park

Remote Senior Financial Analyst - AI Trainer ($50-$60 per hour)

4 months ago

Passaic

Remote M&A Associate - AI Trainer ($50-$60 per hour)

4 months ago

Guttenberg

Remote Financial Analyst - AI Trainer ($50-$60 per hour)

4 months ago

Bayonne

General Manager - M&R Hotel Management, NY

12 days ago

New York

Job Description General Manager This is a future need to fill the General Manager role for portfolio expansion. M&R Hotel Management is a top-performing hotel operator with a 19-year + record of successful hotel operations that deliver a superior return on investment. We are consistently looking for talent to add to our leadership team. SUMMARY: Administers, directs, and controls the operations of the Hotel. Accountable for achieving budgeted revenues/profits while maintaining the operational and service standards prescribed by M&R Hotel Management. RESPONSIBILITIES: • If available, trains associates in the various departments how to perform their job duties to the best of their abilities while in accordance with established objectives, policies, and procedures., • Keep “open communication” between managers and associates., • Has full knowledge and understanding of our company’s handbook, SOP’s and processes; Adheres to and enforces those in a fair and consistent manner., • Strict adherence and enforcement of our code of business conduct. Provides disciplinary action when, and/or, if necessary., • Provides associates with the tools they need to perform their jobs. Takes immediate actions on problems that are encountered in the Hotel., • Participates and conducts Weekly Leadership Team meetings, property MOD program, and weekly staff meetings. Promote teamwork and associate morale., • Ensures the proper recruiting, interviewing, screening, reference checking, and hiring procedures are followed., • Ensures accurate records of necessary federal, state, and local reports as required by the applicable laws, franchise SOPs, and M&R SOPs., • Ensures accurate records and reports all OSHA information required by law., • Responsible for generating annual hotel budget and monitors period profit and loss statement. Monitors department salary and hourly wage structure., • Interviews and hires new personnel as last interview in process. Evaluates assigned staff performance on a, ninety day, and annual basis., • Conducts self to reflect the high standards of professionalism within the M&R Hotel Management. Learns, understands, and refers to the Standard Operating Procedures., • Knows department fire prevention and emergency procedures Follows safety and security procedures and rules., • Adheres to all policies and procedures., • Project enthusiastic, optimistic, and helpful attitude., • Assist other Leadership Team members and/or managers when needed., • Each associate will be required to follow the rules as found in the M&R Hotel Management Handbook., • Monitor service trends by speaking with guests and reviewing written guest comment cards and guest tracking information to ensure brand and M&R Hotel Management service standards are achieved., • Resolve all service issues via written communication or phone calls to the complete satisfaction of hotel customers., • Recognize associates for demonstrating outstanding service initiative with guests and fellow associates. Ensures Manager follows up on billing problems., • Understand competitive market conditions and communicate this information with the Director of Sales and Revenue, • Participate in developing hotel’s direct sales plan/pricing strategy. Ensure group-meeting arrangements are completed and executed., • Investigate lost or turndown business., • Represent the hotel in the market ant develop relationships with key accounts. Review inventory control and selling strategy daily., • Oversee comp rooms and charity donations inquiries. Ensure budgeted revenues and profits are achieved. Ensure accounting policies are in place., • Perform hands-on duties as needed to deliver guest services., • Ensure meal service meets proper food handling sanitation requirements., • Responsible for sanitation standards via monthly inspections of 25 guest rooms, public areas, grounds, storage/work areas and all kitchen areas., • Ensure that preventative maintenance programs are completed on schedule and meet brand and M&R Hotel Management quality standards., • Responsible for management systems - i.e. accounts payable, accounts receivable, payroll, and restaurant micros system., • Assist Engineering Manager by planning redo projects; determine recommended scope for work outside of the general redo; resolve redo related problems with Engineering Manager., • Assist in development of requests and budgets for CAPEX; complete MSR’s; ensure CAPEX projects have proper authorization., • Review invoices for major projects; resolve problems as necessary., • Solicit and review bids for improvement projects; secure approval of funds., • Work to resolve legal issues related to standard warranty process for building damage.

Manager - Middle Office Hedge Fund Operations

7 days ago

New York

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description You will work closely with leading private equity and hedge fund firms in the alternative asset industry, supporting them under the guidance of seasoned industry professionals. This role involves managing trade and position reconciliations, resolving discrepancies, preparing performance estimates, and overseeing fund accounting processes. Additionally, you will provide client onboarding support, manage team members, and act as an escalation point for complex issues. What you’ll do • You'll collaborate with the client lead to build and maintain strong relationships through direct communication with multiple clients., • You'll foster a collaborative team environment by mentoring junior staff and actively participating in training and development., • You'll oversee financial operations including budgeting, vendor payments, cash management, and maintaining accurate records., • You'll advise clients on accounting matters while managing fund administrator interactions and supporting audits, NAV reviews, and tax filings., • You'll continuously evaluate and improve internal processes to monitor engagement efficiency and contribute to strategic client growth initiatives. What we offer • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location ($80,000 - $110,000).Qualifications, • You hold a Bachelor’s degree in accounting, finance, economics, or a related field., • You bring five plus years of experience in financial services, ideally with middle office exposure and hedge fund expertise., • You have strong knowledge of financial instruments across domestic and global markets, including equities, fixed income, derivatives, and FX., • You demonstrate exceptional analytical, accounting, and communication skills, with attention to detail and the ability to manage multiple priorities., • You are proficient in advanced Excel and portfolio accounting systems such as Enfusion or Geneva, and possess strong research and writing capabilities. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Tax Manager- Private Client

26 days ago

New York

Job Description Tax Manager- PCG New York, NY / Palm Beach Gardens, FL RESPONSIBILITIES: • Build and maintain strong relationships with high-net-worth clients., • Review complex tax filings, • Understand clients' financial goals, assets, and investment portfolios., • Provide personalized tax planning and advisory services tailored to each client needs. QUALIFICATIONS: • Bachelor’s degree in accounting, finance, or related field., • CPA certification., • 5 + years of experience in tax consulting, preferably with a focus on high-net-worth clients., • Excellent skills for building client relationships., • Leadership abilities for a team of tax professionals., • Ability to meet deadlines. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

CFO

30 days ago

New York

Job DescriptionChief Financial Officer (CFO) Position Type: Full Time Experience Required: 5-15 Years Key Competencies: Strategic Planning, Budget Management, Financial Leadership About the Role We are seeking an experienced and dynamic Chief Financial Officer (CFO) to join our executive leadership team. As CFO, you will serve as a strategic partner to the CEO, providing financial leadership and driving the company's long-term financial strategy. This role requires a seasoned financial professional who can balance strategic vision with operational excellence, ensuring the organization's financial health while supporting aggressive growth objectives. The ideal candidate will bring 5-15 years of progressive financial leadership experience, with demonstrated expertise in strategic planning, budget management, and financial operations. You will be responsible for all aspects of financial management, from day-to-day accounting operations to long-term strategic planning and capital allocation decisions. Key Responsibilities Strategic Leadership • Develop and execute comprehensive financial strategies aligned with the company's overall business objectives and growth plans, • Serve as a key member of the executive leadership team, contributing to strategic decision-making and corporate governance, • Provide financial insights and analysis to support strategic initiatives, mergers and acquisitions, and market expansion opportunities, • Identify and evaluate new business opportunities, assessing financial viability and potential return on investment, • Lead scenario planning and financial modeling to support strategic decision-making processes, • Develop and maintain relationships with investors, banks, and other financial stakeholders Budget Management and Financial Planning • Lead the annual budgeting process, working collaboratively with department heads to develop realistic and achievable financial targets, • Establish and monitor key performance indicators (KPIs) to track financial performance against budget and strategic goals, • Implement robust forecasting processes to anticipate financial trends and proactively address potential challenges, • Optimize capital allocation across the organization to maximize return on investment and support strategic priorities, • Develop and maintain rolling forecasts to provide real-time visibility into financial performance, • Ensure effective cost management and identify opportunities

Sr. Associate Special Assets, Loan Workout Position w Premier Private Credit Firm in New York

13 days ago

New York

Job Description Looking for a Special Assets Senior Associate, Loan Workout position with 4–6 years of experience in Restructuring, Leveraged Finance, Direct Lending, Private Credit, or Investment Banking with exposure to stressed and distressed credits with a Premier Private Credit firm in New York. The Special Assets team at Premier Private Credit firm focuses on managing stressed and underperforming credit investments, evaluating restructuring and recovery alternatives, and maximizing value across portfolio companies. The Associate will work closely with deal teams and senior professionals to assess credit performance, liquidity, and recovery prospects while supporting complex restructuring and amendment processes. This role requires a highly analytical professional who can evaluate distressed situations, build financial models, and collaborate across internal and external stakeholders to achieve optimal outcomes. Key Responsibilities • Manage and monitor a portfolio of stressed and underperforming credits, including owned portfolio companies., • Re-underwrite actionable credits with a focus on liquidity, operational performance, and recovery prospects., • Evaluate restructuring, amendment, waiver, and recovery alternatives through detailed financial analysis and scenario modeling., • Support value creation and recovery strategies for portfolio companies and credit investments., • Participate in negotiations with financial sponsors, management teams, lenders, and other stakeholders across the capital structure., • Prepare internal memos, portfolio updates, restructuring materials, and investment committee presentations., • Contribute to deal team discussions by identifying key risks, opportunities, and recommended courses of action. Credit Analysis & Transaction Execution • Build and maintain financial models including liquidity analysis, downside cases, recovery analysis, and debt waterfall scenarios., • Assess covenant compliance, cash flow performance, and short-term liquidity forecasts., • Analyze complex credit situations and develop recommendations for restructuring and recovery strategies., • Stakeholder Management & Leadership, • Work closely with deal teams, senior investment professionals, financial sponsors, management teams, restructuring advisors, and legal counsel., • Support negotiations and documentation related to amendments, waivers, restructurings, and recovery initiatives. Experience • 4 – 6 years of experience in Credit Workouts, Restructuring, Leveraged Finance, Direct Lending, Private Credit, or Investment Banking., • Prior experience evaluating stressed or distressed credits and participating in restructuring situations is preferred. Education • Bachelor's degree in Finance, Accounting, or a related discipline with a strong academic record. Skills • Strong analytical and quantitative skills with a solid foundation in corporate finance, accounting, and credit analysis., • Advanced Excel modeling skills, including liquidity forecasting, scenario analysis, recovery analysis, and debt waterfall modeling., • Excellent written and verbal communication skills with the ability to present complex situations clearly and concisely., • Ability to manage multiple projects and deadlines in a fast-paced environment. If you're interested in this position Please Apply Here with your resume. If you're considering your next move or want to explore opportunities, reach out to us to discuss how we can be of help and provide tailored insights on where you fit in -- and where the best career opportunities exist. LinkedIn Job Post: https://www.linkedin.com/jobs/view/4419260021/ Here is a list of All The Jobs we are working on at Libertas Recruiting: https://libertasfsrecruiting.com/find-a-job/

Tax Senior Manager, Private Client Group

24 days ago

New York

Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Boca Raton, FL, Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client's other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently. RESPONSIBILITIES: • Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns., • Build and maintain strong relationships with high-net-worth clients and their families., • Understand clients' financial goals, objectives, and family dynamics., • Provide expert advice on trust and estate planning strategies tailored to individual client needs., • Provide guidance, training, and support to team members., • Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family's goals., • Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives., • Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents., • Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes., • Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors., • Stay updated on changes in tax laws and advise clients on tax-efficient strategies., • Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients., • Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs., • Work with legal counsel to resolve disputes and challenges related to trusts and estates. QUALIFICATIONS: Education: • Bachelor's degree in law, accounting, finance, or related field., • A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is preferred. Experience: • 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients., • Strong knowledge of trust and estate laws, tax laws, and regulations., • Excellent leadership and team management skills., • Exceptional communication and interpersonal skills for building and maintaining client relationships., • Detail-oriented with a high level of accuracy in work., • Ability to analyze complex financial situations and develop customized solutions., • Strong organizational skills and ability to manage multiple client relationships and projects simultaneously. Compensation: • Competitive annual salary in the range of $160,000 to $220,000 based on individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work., • Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com

Senior Wealth Planning Specialist -- Financial Intelligence

7 days ago

New York

Job DescriptionAbout Monstro Monstro is a governed AI platform for regulated financial institutions. We give banks and wealth managers a way to deliver trusted advice digitally — to every client, not just the top tier. Institutions already have the relationships, data, and context to understand each client. Monstro turns that understanding into advice. It gives every client the experience of a personal advisor: bringing together their full financial picture, identifying what matters, and delivering personalized guidance across investments, tax, retirement, insurance, legal, and more. For clients, that means clearer decisions, proactive support when life changes, and a better view of their financial lives. For institutions, it means deeper relationships, more clients served consistently, and more of each client's financial life managed in one place. What makes this possible is how the system is built. Every recommendation reflects the institution's own views, policies, and permissions. Every output is auditable, traceable, and reversible, and client data stays under the institution's control. Generative AI shapes how advice is designed; at runtime, execution is deterministic — so every output can be explained and stood behind, not just trusted. The work We are building for a high-stakes industry where the work has real consequences. The challenge is to make advice more personal and more available without making it less trusted — to build AI that institutions can audit, explain, and reverse, in a domain where being wrong carries real cost. That is a hard problem, and it is the reason to be here. You will work on technology that brings real financial advice to people who have rarely had access to it. You will be expected to think clearly, move with urgency, hold a high bar, and take responsibility for work that matters. We are an early team building something ambitious, and what you do here will shape both the product and the company. About the Role Paraplanners and associate planners bring some of the deepest technical thinking in wealth management — the rigorous cross-domain modelling, the comprehensive plans that hold together under scrutiny, the insight that turns complexity into clarity. At Monstro, that expertise takes centre stage. We're building the financial intelligence layer that will power the next generation of AI-assisted wealth management, and we want the people who think this way at the front of it — shaping the logic, setting the standard, and building something the industry hasn't seen before. What Monstro Is Building Monstro is developing an AI-powered wealth management platform that must reason about complex financial scenarios with institution-grade precision. The challenge isn't getting AI to talk about financial planning — it's getting it to reason about wealth correctly, across the full dependency structure of comprehensive wealth strategy. Tax assumptions that ignore estate implications. Investment recommendations blind to income-phase distinctions. Insurance structures that conflict with trust positioning. These aren't edge cases — they're the daily reality of comprehensive planning, and precisely where AI systems fail first. We're hiring a Senior Wealth Planning Specialist to define how Monstro's platform reasons about wealth. Not as a reviewer after the fact, but as the architect of the foundational logic itself. Who We're Looking For This role is purpose-built for the professional who has been doing the real planning work — behind the scenes, with rigour — and is ready to have that expertise recognised and operationalised at scale. You might currently be or have been: • A Paraplanner or Senior Paraplanner at an RIA, MFO, or fee-only planning firm, • A Financial Planning Associate, Specialist, or Analyst, • A Wealth Planning Analyst within an advisor team at a bank, wirehouse, or independent RIA, • An Associate Financial Planner preparing comprehensive plans for a lead advisor, • A Planning Consultant or Advanced Planning Specialist at a software or wealthtech firm, • A non-client-facing CFP® who has chosen depth over a book of business The environments that produce the right kind of thinker for this role: • Multi-family offices with deep planning benches (MFO, family wealth, UHNW), • Fee-only, comprehensive, planning-led RIAs, • Holistic practices that integrate tax, trust, and estate alongside investments, • Advanced planning teams at major institutions or law/accounting firms, • Planning software and wealthtech firms (eMoney, RightCapital, MoneyGuide, Orion, Envestnet), • Virtual paraplanning firms where plan quality is the entire productWhat You'll DoSet the Standard for Expert Wealth Guidance Use your financial planning expertise to shape how Monstro evaluates complex wealth guidance. You will assess AI-generated planning frameworks, decision constructs, and guidance pathways against the standards of real professional judgment — testing whether the logic is complete, the tradeoffs are properly weighed, the risks are surfaced, and the conclusions are appropriate for the client scenario. When the reasoning is incomplete or misdirected, you will provide the expert correction that teaches the system what good planning actually requires. Serve as the Human Authority Behind Governed Financial Intelligence Monstro's intelligence is only as strong as the professional standards used to train and approve it. In this role, you will review, refine, and approve final guidance training across wealth planning scenarios, ensuring the output reflects disciplined financial reasoning rather than generic AI responses. You will identify where AI evaluators miss nuance, where assumptions need to be challenged, and where human judgment must override automated conclusions — helping create the trusted financial logic layer behind Monstro's governed AI platform. Distinguish Rules from Judgment Identify where the platform can operate on structured, rules-based guidance — and where a scenario requires flagging for expert human review. This boundary-setting is itself a high-skill task, and its central to what you'll own. Serve as the Senior Technical Reviewer Act as the subject matter expert for early advice frameworks, edge cases, and high-stakes planning scenarios. Establish standards for accuracy, completeness, and cross-domain consistency that would hold up to institutional scrutiny. The Six Planning Domains You'll serve as internal authority across the integrated wealth management system. Deep expertise in at least one domain is required; the ability to reason across all six as a system is essential. • Cash Flow, Debt & Liquidity Evaluate guidance related to income, expenses, savings capacity, debt obligations, emergency reserves, and liquidity needs. Ensure the logic properly identifies financial constraints, prioritizes competing uses of cash, and recognizes when liquidity or debt management should take precedence over other planning strategies. • Tax Planning Review guidance related to tax-efficient savings, withdrawal sequencing, Roth conversions, capital gains, charitable planning, asset location, and entity considerations. Ensure the logic surfaces relevant tax tradeoffs, avoids overclaiming precision, and identifies when CPA or legal review is required. • Estate, Trust & Legacy Planning Evaluate guidance involving wills, trusts, beneficiary designations, gifting, estate tax exposure, charitable intent, business succession, and intergenerational wealth transfer. Ensure the logic captures key family, legal, and planning dependencies while escalating matters that require attorney review. • Risk Management & Insurance Review guidance related to life, disability, long-term care, property and casualty, liability, umbrella coverage, and broader risk exposure. Ensure the logic identifies protection gaps, weighs coverage against cost and liquidity, and avoids simplistic product-driven recommendations. • Investment Planning Evaluate guidance related to asset allocation, diversification, risk tolerance, risk capacity, time horizon, asset location, concentrated positions, and portfolio alignment with client goals. Ensure the logic properly weighs growth, preservation, income, tax efficiency, liquidity, and behavioral considerations. • Retirement Income & Distribution Strategy Review guidance related to retirement readiness, withdrawal sequencing, Social Security timing, pension decisions, annuities, required minimum distributions, longevity risk, healthcare costs, and tax-efficient distributions. Ensure the logic balances sustainability, flexibility, tax impact, and uncertainty when turning accumulated assets into retirement income.Credentials & Experience Credentials (one or more strongly preferred): • CFP® — particularly combined with CPA, JD, LL.M., AEP®, or advanced designation, • CPA or CPA/PFS, • JD or LL.M. in Taxation, ideally with tax or estate focus, • AEP® (Accredited Estate Planner), • EA with deep planning experience alongside CFP® or CPA Experience: • 4–7+ years constructing or reviewing comprehensive financial plans in a technical (non-client-facing or limited client-facing) capacity, • Demonstrated comfort working across tax, estate, investment, and planning domains simultaneously within a single plan, • Experience with planning software at a meaningful depth (eMoney, RightCapital, MoneyGuide, or equivalent), • Strong written communication — you can document complex financial logic clearly and precisely, • Comfort operating as a senior individual contributor without a team beneath youIndividual That Excel Here The ideal candidate has spent their career doing the real technical planning work — building comprehensive plans, modelling cross-domain scenarios, catching errors before they reached the advisor, and translating expert judgment into structured analysis. Whether you come from a fee-only RIA, an MFO planning bench, a planning software or wealthtech environment, or years as the associate behind a lead advisor, what matters is this: you've never needed a book of business to do rigorous, consequential financial planning work — and you're ready for a role where that depth is the product, not the support. What Success Looks Like • Monstro's core financial logic reflects the standard of rigour you'd expect from a best-in-class comprehensive planning firm, • Cross-domain interactions — tax ↔ estate ↔ investment ↔ planning ↔ cash flow — are correctly modelled and defensible at every dependency point, • Product and engineering teams have clear, actionable guidance — not ambiguity that forces them into domain decisions they're not equipped to make, • Every simplification is intentional and documented — tradeoffs are explicit, not artifacts of incomplete modelling, • The financial logic you establish doesn't require structural correction as Monstro scalesWhy This Role This isn't a support role with a new title. It's a recognition that rigorous financial planning judgment is often developed behind the scenes — by the people who understand the details, dependencies, tradeoffs, and risks that make wealth guidance credible. At Monstro, that judgment becomes central. You'll work directly with Monstro's Founder, who brings deep wealth management and family office experience, to help establish the professional standards used to evaluate, refine, and approve AI-assisted wealth guidance. Your expertise will help determine when the guidance is sound, when assumptions need to be challenged, when nuance has been missed, and when human judgment must override automated conclusions. If you've been doing the technical planning work that makes comprehensive wealth management function — and you're ready for that expertise to shape a governed financial intelligence platform at scale — we'd like to talk. Why Monstro? • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Experienced Team: Join a team with leadership that has a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45., • Comprehensive Compensation Package: Competitive salary, equity, and robust benefits package, including paid health, vision, dental, and disability coverage. Base Compensation Range (New York City): $140,000 - $213,750 *The posted range reflects the base salary for this role across the market ranges for each location. Final compensation will depend on a variety of factors, including experience, skills, internal leveling, and market conditions, and will be offered within the stated range in accordance with applicable pay transparency laws. A Note on Interviewing: We sometimes use AI note-takers to help us transcribe interview notes, so we can be more present in your interview. If you'd like to opt out of us using automatic transcribers, please note this in the free text field in your application, otherwise we'll take your application as confirmation that you're happy for us to use notetakers (whether added to video calls or in the background).

Investment Analyst/Associate (Bilingual in Korean)

25 days ago

New York

Job Description [Position] Analyst/Associate, Investment [About Our Client] Pursue active investments in the fields of battery energy storage systems, LNG infrastructure and other sustainable energy transition fuels as well as clean energy maritime solutions, aerospace. We will leverage these two affiliates’ expertise in renewable energy and relevant technologies for a greater energy transition and sustainability in the United States of America and globally. [Job Summary] Analyst/Associate position offers qualified individual exposure to all aspects of M&A and strategic investments. Associates assume significant responsibilities, including exploring new investment opportunities, performing corporate valuation using a variety of methodologies, preparing and delivering presentations and reports, conducting research, analyzing business models, and participating in due diligence and deal negotiation. [Job Description] -Conduct quantitative analysis of industrial, energy, and infrastructure projects to support investment decision, and M&A processes in the USA -Develop detailed financial models to evaluate investment opportunities and analyze return on investment -Maintain the deal flow database with information sourced from the firm’s network -Prepare presentations and reports for internal & external meetings/communications -Monitor and research companies and industries, to stay up to date on trends and major transactions -Coordinate third-party due diligence in collaboration with investment team members and external advisors -Provide analytical support and thought partnership to senior team members -Conduct ongoing monitoring of portfolio assets and market changes to support informed decision-making -Collaborate effectively with other affiliated members and management Requirements [Qualifications] -Bachelor’s degree in Engineering, Economics, Business, or a related field from an accredited institution -Bilingual proficiency in English and Korean, both written and verbal, required -2?6 years of relevant experience as an Analyst/Associate in investment banking, private equity, management consulting, or corporate development -Excellent financial modeling skills and strong accounting background -Experience in the energy infrastructure (renewables, NG/LNG) and industrial sectors (aerospace, defense), a plus -Excellent verbal and written communication skills with the ability to present and explain complex information clearly -Ability to interact with staff at all levels in a fast-paced environment -Excellent research skills with experience in market and company analysis -Strong analytical approach; structured thinker -Team player with experience working both in teams and as an individual contributor -Proven ability to work creatively and analytically in a problem-solving environment -Previous experience working in a multinational company preferred Benefits PTO Insurance 401K

Senior Analyst, FP&A

12 days ago

New York

Job DescriptionSamba is a media intelligence company. We know what the world is watching, reading, and thinking about — in real time, at scale, across every screen. Our data exists with the consent of over a billion people, organized into the most complete picture of consumer attention ever built. The biggest brands in the world use that picture to make smarter decisions. We think it’s the most interesting data asset on the planet, because it’s the most culturally relevant. What You'll Do • Financial Planning & Modeling, • Maintain and evolve the company's integrated financial models, including detailed P&L, balance sheet schedules, working capital dynamics, and long-term cash flow projections., • Build new models from scratch as business needs evolve—translating complex operational and contractual structures into accurate GAAP and cash forecasts., • Drive the annual budgeting and rolling forecast cycles, synthesizing cross-functional inputs to produce projections that inform executive and Board-level decisions., • Lead monthly variance analysis, identifying root causes of budget deviations and translating findings into clear narratives for leadership., • Standardize the tracking and reporting of critical business metrics, including ARR, NRR, CAC, and unit economics., • Infrastructure & Process, • Contribute to the long-term design of a scalable financial architecture, including the migration from spreadsheet-based planning to dedicated FP&A systems, • Develop and document standard operating procedures to ensure consistency, accuracy, and scalability in financial reporting, • Partner with the Finance team during month-end close to validate accruals, reconcile data, and ensure alignment with GAAP reporting, • Business Partnership, • Serve as the dedicated finance partner for functional leaders across the organization, including revenue and product teams, • Collaborate with department heads to build bottoms-up budgets, manage headcount planning, and evaluate ROI on strategic initiatives, • Provide quantitative analysis and strategic support for capital allocation decisions, special projects, and ad-hoc operational initiativesWho You Are, • Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field., • 2–4 years of progressive experience in FP&A, Corporate Finance, Investment Banking, or Transaction Services., • Advanced financial modeling skills with demonstrated ability to build integrated, multi-schedule models from scratch—including cash flow timing, capitalization logic, and scenario analysis., • Strong understanding of accrual accounting and how operational decisions flow through to the full set of financial statements., • Demonstrated aptitude for learning and implementing financial software; experience with ERP and planning systems preferred., • Preferred Qualifications, • Background in SaaS, AdTech, or Media industries with an understanding of recurring revenue dynamics., • Experience in a high-growth or pre-IPO environment where financial processes were built or significantly improved., • Familiarity with data visualization tools and SQL., • Proven ability to partner effectively with operational leaders on budget management and variance analysis.Skills & Competencies, • Financial Acumen: Deep understanding of the interplay between P&L, Balance Sheet, and Cash Flow., • Analytical Rigor: Uncompromising commitment to accuracy and logical model construction., • Strategic Thinking: Ability to connect detailed financial data to broader business objectives., • Adaptability: Ability to thrive in a dynamic environment while maintaining focus under tight deadlines., • Communication: Ability to distill complex financial data into clear, actionable insights for non-finance stakeholders.What Success Looks Like in This Role, • The operational models are maintained as reliable, accurate reflections of current business performance—including the full balance sheet and cash impact of key business activities., • Monthly reporting is delivered on time with clear variance explanations and actionable insights., • Financial systems and processes evolve toward greater automation and scalability., • Department heads view Finance as a valued partner in managing budgets and optimizing spend., • Financial processes are documented, scalable, and continuously improved. #LI-CHSamba is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We strive to empower connection with one another, reflect the communities we serve, and tackle meaningful projects that make a real impact. Samba may collect personal information directly from you, as a job applicant, Samba may also receive personal information from third parties, for example, in connection with a background, employment or reference check, in accordance with the applicable law. For further details, please see Samba's Applicant Privacy Policy. For residents of the EU , Samba Inc. is the data controller. 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.

Finance Analyst, Capacity Finance

15 days ago

New York

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 www.coreweave.com.About CoreWeave CoreWeave powers the creation and delivery of the next generation of AI. We provide the infrastructure behind some of the most demanding AI and high-performance computing workloads in the world. As we continue to scale rapidly, finance plays a critical role in helping the business deploy capital thoughtfully, improve efficiency, and translate operational complexity into clear decision-making. About the Role CoreWeave is looking for a Finance Analyst to join the Capacity Finance team within FP&A. This role sits at the intersection of finance, infrastructure, and operations, supporting the planning and analysis behind our global hardware and datacenter footprint. This person will support forecasting, capacity-related financial modeling, variance analysis, and investment decision support across GPU, CPU, storage, and network infrastructure. They will partner closely with Engineering, Supply Chain, Datacenter Infrastructure, Revenue Finance, Treasury, Accounting, and Corporate FP&A to connect operational plans with financial outcomes. This is a strong opportunity for someone who enjoys solving complex problems, working with large and changing datasets, and building analyses that directly inform high-impact decisions. Optimally, this person will have previous experience with building large, complex operational models, skills in data organization and automation, exceptional abilities in complex financial modeling and economic analysis, and exemplary written and verbal communication skills. What You'll Do • Build, maintain, and improve financial models that support capacity planning and infrastructure investment decisions, • Support forecast, close, annual planning, and long-range planning processes for Capacity Finance, • Analyze actuals versus forecast and explain key variances related to deployment timing, hardware mix, utilization, and cost movements, • Translate operational inputs into financial impacts across CapEx, depreciation, cost of revenue, cash flow, and margin, • Partner with Engineering, Supply Chain, Datacenter Infrastructure, and Finance teams to evaluate assumptions, risks, and tradeoffs, • Track and report key capacity and financial KPIs, including metrics tied to utilization, sellable capacity, and capital efficiency, • Prepare clear reporting and commentary for Finance leadership and cross-functional stakeholders, • Improve reporting consistency, model controls, and planning processes as the business scalesWhat You'll Bring, • A bachelor's degree in finance, accounting, applied mathematics, economics, or other business major is required, or an equivalent combination of education and experience, • 3+ years of experience in FP&A, strategic finance, accounting, consulting, investment banking, or a related analytical role, • Strong Excel and modeling skills, • Experience working with large datasets and linking operational drivers to financial outcomes, • Strong analytical and problem-solving skills, with the ability to structure ambiguous issues into clear outputs, • Comfort operating cross-functionally in an environment with changing assumptions and evolving processes, • Strong written and verbal communication skills, • High attention to detail and strong sense of ownership in a fast-paced environmentPreferred Qualifications, • Experience in datacenter, cloud, hardware, infrastructure, semiconductors, or supply chain finance, • Experience with Claude, SQL, Tableau, Power Query, or similar tools Wondering if you're a good fit? We believe in investing in our people, and value candidates who can bring their own diversified experiences to our teams – even if you aren't a 100% skill or experience match. Why CoreWeave? 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, • Achieve More Together We support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and enables the development of innovative solutions to complex problems. As we get set for takeoff, the organization's growth opportunities are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us! The base salary range for this role is $83,000 to $110,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs. The benefits below reflect our US-based offerings; for roles in other locations, benefits vary and are shared during the hiring process. These include: • 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, • A work culture focused on innovative disruption California Applicants California Consumer Privacy Act Equal Opportunity & Accommodations 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: careers@coreweave.com. 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.

Head of Finance & Accounting

1 day ago

New York

Job Description Hivemind is looking for a detail-oriented Head of Finance to join our team. The Head of Finance will own the end-to-end finance function, with a particular emphasis on FP&A, strategic finance, accounting oversight, treasury management, taxation, and reporting across the management company, funds, affiliated entities, and broader group companies. As Head of Finance, you will own and upgrade the firm’s financial architecture: building scalable systems and durable financial processes, driving operational rigor, and supporting strategic decision-making. You will translate complex financial data into clear, actionable insights that help the firm make high-impact decisions, while also mentoring and growing a team of bright Accounting professionals. You will directly oversee the finance team, including Corporate Accounting and Fund Accounting, ensuring strong execution across both operating-company finance and asset-management finance. This role is perfect for those who are as comfortable diving into transaction-level data with their Accounting Team as they are crafting high-level financial strategy with the Executive Team. What You'll DoFinance, FP&A & Strategic Planning • Partner with firm leadership on budgeting, forecasting, liquidity planning, and long-range financial strategy, • Own the FP&A function, including annual budgeting, rolling forecasts, variance analysis, scenario planning, management reporting, and financial performance analysis, • Build financial models and scenario analyses that support investment activity, operational planning, and strategic initiatives, group-company planning, and fundraising decisions, • Prepare clear, decision-useful financial reporting for the Executive Team, including performance versus budget, cash runway, liquidity, operating KPIs, and forward-looking financial risks and opportunities, • Support fundraising and capital formation efforts across the group by preparing financial materials, forecasts, diligence responses, and investor-facing analyses, • Act as a strategic finance partner to senior leadership, bringing both commercial judgment and accounting discipline to key decisionsFinance Operations, Accounting & Controls, • Design and implement scalable finance processes, controls, and operating procedures across the organization, • Oversee accounting operations across the management company, fund, and affiliated entities, • Manage month-end close processes, reconciliations, and consolidated financial reporting, • Manage, mentor, and develop the Corporate Accountant and Fund Accountant functions, setting clear standards for accuracy, timeliness, controls, and continuous improvement, • Own key treasury and liquidity management processes across fiat and digital asset environments, • Support the preparation of and review fund financial statements, capital account statements, allocations, and waterfall calculations, • Coordinate capital calls, distributions, investor reporting, and supporting analyses, • Review LPAs, side letters, and governing documents to ensure operational and financial alignment, • Support audits, tax processes, K-1 preparation, and external financial reviews, • Coordinate with external administrators, auditors, tax advisors, payroll providers, banks, custodians, and other finance-related service providers, • Evaluate and improve the firm’s finance technology stack, including ERP, reporting, and operational tooling, • Help design, implement, and review finance policies and operational procedures, • Champion the use of AI and automation tools across the finance function, identifying opportunities to eliminate manual work, accelerate reporting cycles, and free the team to focus on higher-value analysis and decision support Our Ideal Candidate, • 6+ years of professional experience in finance, accounting, fund operations, or related fields, • CPA, ACA, ACCA, or equivalent accounting qualification strongly preferred, • Demonstrated FP&A experience, including budgeting, forecasting, financial modeling, variance analysis, management reporting, and scenario planning, • Strong accounting foundation, with the ability to review detailed accounting work, understand transaction-level data, and maintain high standards of financial control, • Strong knowledge of US GAAP, particularly as it relates to investments and alternative asset management, • Significant experience with fund accounting, preferably within hedge funds, venture capital, private equity, or other complex investment environments, • Strong understanding of cryptocurrency and digital asset operations preferred, • Experience working with LPAs and other investment governing documents, • Familiarity with audit processes, internal controls, and financial reporting best practices, • Experience running or overseeing domestic and international payroll processes, • Experience managing or mentoring finance/accounting team members, with the ability to set standards, review work product, and build scalable departmental processes, • Experience supporting senior leadership, board-level reporting, fundraising, investor diligence, or capital planning preferred, • Commercial judgment and strategic finance orientation, with the ambition and capability to grow into broader CFO-level responsibilities over time, • Exceptional attention to detail and commitment to quantitative accuracy, • Strong written and verbal communication skills, • Intrinsically motivated, with the ability to thrive in a fast-moving, entrepreneurial environment Compensation: A well-qualified candidate, based in New York City, can expect a base salary of $190,000.00-$225,000.00. A standard offer from Hivemind Capital includes base compensation, incentive-based compensation such as discretionary bonuses or upside, and a highly competitive benefits and perks package. Offers are determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team. About us: Hivemind Capital Partners is a global investment group operating at the intersection of traditional finance and the onchain economy. Founded in 2021, Hivemind allocates institutional capital across a diverse set of investment strategies, and implements technology infrastructure to help assets and institutions transition onto blockchain rails with discipline, durability, and scale. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 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.

Pharmaceutical Sales Representative Opportunity with Galt Phranchisee, AG Pharmaceutics, LLC., for t

1 month ago

New York

Job DescriptionSalary: Full-time (Base Salary $60,000/annually + commissions) Pharmaceutical Sales Representative Opportunity with Galt Phranchisee, AG Pharmaceutics, LLC., for the Brooklyn, NY territory. Salary: Full-time (Base Salary $60,000/annually + commissions) Candidates acknowledge that this is an opportunity to be employed or contracted with Galt Phranchisee, AG Pharmaceutics, LLC., who is licensed to promote and market Galt Pharmaceuticals products in the Brooklyn, NY territory. Candidates also consent to forwarding their resume and contact information to the phranchisee to be considered for this position. The role of the Pharmaceutical Sales Representative is to develop and manage accounts within the territory through provider offices and retail distribution, while effectively managing expenses. The Pharmaceutical Sales Representative position will be actively promoting Galts Oravig and Doral products. This position requires sales experience with a Business Owner mentality. Incumbents and candidates who possess an entrepreneurial spirit, and the ability to identify both opportunities and solutions that result in a value-based relationship with accounts as well as profitably make a return on investment for the Phranchise Owner are well suited for this dynamic and challenging position. Responsibilities: Business Development Develops the territory franchise as a business profit center. Develops the business plan to achieve sales goals which includes Account Identification, Marketing Initiatives, Expense Allocations, and Time Management. Develops a minimum of 20 accounts which result in Galt 10 parameters. Develops strategic partnerships with healthcare practices and pharmacies. Participates in Territory Business Reviews with Phranchise Owners. Territory Management Represents Galt Pharmaceuticals through a demonstrated understanding of Galts Vision and Principles. Understands the social/political culture of communities within the franchised territory. Performs data analysis to evaluate targeting, trends and prospecting. Uses tools such as CRM, sales and prescription data to measure performance and activities. Approaches territory management through people centricity rather than by targeting competitive products. Represents Galt Pharmaceuticals within the territory as A Better Way to deliver pharmaceutical care, one patient at a time. Prepares for and adapts to changes in the business, territory and market that results in continued growth of accounts. Makes sound financial decisions saving on time and expenses. When required, work with accounting and compliance departments to assist with collecting any payments, and required documentation for pharmacy accounts. Implements efficient routing and execution of market strategy in healthcare offices, pharmacies, physicians, and anchor pharmacies based upon the Galt Sales Process. Account Management Implements Galt Account Management & Sales Processes. Works with accounts to solve problems, bringing value to the business and focused care to customers, and application(s) of product knowledge and benefits. Differentiates the business through white glove, concierge service that brings true value to customers. Actively listens to internal and external stakeholders to identify barriers, gaps and opportunities. Facilitates solutions through excellent problem-solving skills, and knowledge of both the business and customer. Professional Skills: Outstanding interpersonal, improvisational and solutioning skills. Strong metacommunication skills, active listening and oral presentation. Command of complex medical and pharmaceutical terminology. Proficiency in the use of iPads, computers, and mobile devices. Intermediate computer skills required (iOS, Windows, Word, and Excel). Self-motivated and the ability to work independently without supervision. Ability to manage multiple tasks and priorities simultaneously. Demonstrates integrity, high ethical and professional standards in all interactions. 1-2 years of B2B, DME, of relevant sales experience preferred. Must be pursuing a Bachelors Degree in Life Sciences or Business-related area preferred. Employment Requirements: Must pass Sales and Clinical/Compliance Training. Valid Drivers License and safe driving record.

FP&A Manager - Growth

15 days ago

New York

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. The role: The Growth Finance manager will be a leader in our growing Finance team. You will be the key finance business partner to the Growth organization, comprised of Marketing, Brand, and Product teams. You will provide financial insights, develop forecasts, and support strategic decision-making. You will lead key workstreams that drive results for the organization, including the performance review process, marketing investment analysis, and product innovation analysis. You will be responsible for setting ambitious goals, analyzing performance to identify opportunities and risks, collaboratively building plans to achieve those goals, and leading decision-making to ensure to stay on track. We need an influential finance leader to establish effective new processes and mold them for CookUnity's needs. Responsibilities: Analyze financial and business performance to identify opportunities and risks Set ambitious targets grounded in the key understanding of our performance capabilities and opportunities Collaborate with Growth leaders to develop tangible plans to achieve our goals and reflect those plans in our financial plan Develop and maintain dashboards and reporting tools to track operational and financial performance vs. plan Prepare and present weekly, monthly, and quarterly business reviews Develop and maintain financial forecasts, considering marketing efficiency and effectiveness, new product performance, competitive intelligence, and business objectives. Develop and evaluate business cases for optimizing marketing investments, new initiatives, and new products Partner with cross-functional teams to drive process improvements Ensure compliance with financial regulations, company policies, and internal controls. Identify financial risks related to growth activities and develop mitigation strategies. Own the customer acquisition cost forecasting model across all paid marketing channels, including channel-level efficiency curves, elasticity curves, and seasonality, and run regular attribution analysis to explain changes in blended CAC Maintain LTV, CAC, and payback economics by channel, market, and cohort, and surface trends that signal where unit economics are strengthening or compressing Build and own the capital allocation framework that guides how marketing spend is distributed across acquisition, reactivation, and retention objectives, grounded in cohort and marginal return analysis Model retention and promotional economics using experiment-based data, and quantify the ROI of campaigns against contribution margin Mold and maintain the data infrastructure and reporting needed for reliable marketing finance, working across marketing, data, and accounting functions Qualifications: • Bachelor's degree in business, finance, or operations, MBA preferred, • 7-10 years of experience in finance roles of increasing responsibility. Ideally, a combination of both large company experience and startup experience, • Advanced financial modeling skills, including creating complex financial models from the ground up, • Experience with FP&A modeling tools, • Functional knowledge of accounting concepts and internal controls, • Strong communication, collaboration, and influence skills that can drive cross-functional initiatives involving employees from across the organization., • Ability to problem-solve, strong time-management skills, and ability to handle multiple projects simultaneously in a fast-paced environment., • Strong attention to detail with big picture orientation- capable of interpreting findings and communicating valuable, actionable insights., • Unfazed by the challenges of developing systems and processes from scratch., • Ability to leverage generative AI to increase output quality and speed.Learn More About CookUnity We believe great leadership starts with alignment on vision, values, and ways of working. To give you deeper insight into who we are and what we're looking for, we invite you to explore: CookUnity's Leadership Principles – The values and behaviors that guide how we operate, collaborate, and scale. We hope this provides valuable insight into our culture and product vision. If this excites you, we'd love to connect! Benefits 🩺 Health Insurance coverage 🌅 401k Plan 📈 We grow, you grow: Stock Options Plan granted on Day 1 🌟 Eligible for a bi-annual performance bonus ⛱ Unlimited PTO 🗓️ 5- year Sabbatical: After 5 years with CookUnity, you get a 4-week paid sabbatical 🐣 Paid Family leave 🕯 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 🤖 AI-forward workplace: enterprise access to ChatGPT and Claude to help you work smarter and grow faster. 🧘🏽️‍♀️ Wellness perks: access to 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 candidates experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.Pay Range for this position$135,000—$175,000 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., • We'll never ask for payment or personal financial details. If anyone does, please don't share any information and let us know right away. If something ever feels off or you're unsure about a message, we'd much rather you double-check with us. You can always contact us directly through any of our social media channels. We appreciate your interest in joining CookUnity — and we care about keeping your experience (and safety) as genuine as possible.

Director of Finance

5 days ago

New York

Job DescriptionJoin our team and accelerate your career. Life insurance is a complex and consequential purchase that impacts hundreds of millions of Americans — and it's about to experience a massive AI transformation, impacting over 500,000 professionals today. We're building the AI-powered software, agents, and workflows that change how life insurance gets bought and sold, making it faster, smarter, and easier for advisors and their clients. We are a high-growth Series A company that has raised $35M from top-tier investors, including Thrive Capital (major investors in OpenAI, SpaceX, Stripe, Instagram, Spotify, and Slack), New York Life, and Northwestern Mutual. We're hiring a Director of Finance to own our finance function end-to-end — from the company financial model and budget through commissions, the revenue engine of our brokerage business. Reporting directly to the CEO, you'll be the company's finance leader: part strategic partner, part hands-on operator. You'll take over a function built by a founding operating team member and partner closely with our Head of Business Operations, our outsourced accounting firm, and leadership to keep the business financially sharp as we scale.What You'll Do • Own the company financial model. Maintain and expand the model that links key business drivers to company goals, and keep leadership and the board honest about where we're headed., • Drive budgeting and forecasting. Run the annual budget and ongoing reforecasting cycles, working with every team to tie resource allocation to strategic goals., • Support fundraising and strategic finance. Prepare materials and analysis for fundraising, investor updates, and strategic partnerships., • Manage financial operations. Own the relationship with our outsourced accounting partner, oversee month-end close, AP/AR (Ramp), and ensure timely, accurate financial reporting to internal and external stakeholders., • Deliver management and board reporting. Build the reporting cadence that gives leadership and the board clear insight into business performance, unit economics, and runway., • Partner on headcount and unit economics. Work with the CEO and Head of People on headcount planning, comp modeling, staffing ratios, and the unit economics that drive org design decisions., • Own commissions. Oversee the commission engine at the heart of our brokerage economics: carrier commission structures and margins, advisor payout tiers, weekly commission processing, and the reporting that keeps advisors and carriers whole., • Work AI-natively. Use AI tooling to automate reporting, analysis, and finance workflows so a lean function punches above its weight.Who You Are, • 7+ years of strategic finance (FP&A) experience ideally in high-growth startup finance, • You've owned budgeting, forecasting, and financial modeling with a track record of driving financial performance against targets, • Exceptional analytical skills — able to drill into the weeds (commission-level detail) while maintaining a strategic lens, • Comfortable being the sole finance owner: managing an outsourced accounting firm rather than a big internal team, and doing the work yourself when needed, • Excellent communication and leadership skills, working collaboratively across departments and with external stakeholders (carriers, accountants, investors), • Bonus: experience with insurance, brokerage, or commission-based revenue models, foundation in management consulting or investment banking, • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferredThe anticipated annual base salary range for this role is $200,000–$240,000. Actual compensation within this range will depend on the candidate's experience, skills, and qualifications. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 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.

AML Officer Services - Manager

7 days ago

New York

Job Description TITLE: AML OFFICER SERVICES (manager)LOCATION: NYC Job Description: Company X offers an outsourced AML Officer Service to its fund administration clients. Company X is currently seeking a manager to work within the AML Officer Services team to provide support for Company X’s client appointed Anti-Money Laundering Compliance Officers and Money Laundering Reporting Officers. The candidate needs to possess exceptional organizational and communication skills as well as a strong attention to detail. Key Accountabilities of the Role • Assist the Head of the AML Compliance Officer Department in all aspects of provision of the AML Officer Services, • Mange the testing of know your customer information collected on investors to ensure compliance with Company X’s policies and procedures and the Cayman AML/CFT Regime, • Review any investors which have positive matches to sanctions lists and escalate as appropriate, • Review client provided representation letters for investment risk ratings or sanctions monitoring, where applicable., • Preparation and review of client and board reporting, • Liaise with clients, directors and internal parties as necessary, • Establish good working relationships with other Company X Departments, • Assist with any ad-hoc projects as requiredPre-requisite knowledge, skills and experience:, • Accounting, Finance, Legal or Business Degree, • Professional Compliance Qualification, e.g., ACAMS, would be an advantage, • Strong verbal and written communication skills, • Efficient and well organized with exceptional attention to detail, • Ability to work under pressure and to tight deadlines, • Self-motivated with the ability to work effectively within a team structure and individually, • IT literateExperience: A minimum of 5 years’ experience in a compliance role or financial services administration role with an emphasis on AML/CFT.

Investment Banking Associate 1/2 Restructuring Advisory (Elite Boutique)

26 days ago

New York

Job Description Our client, an elite boutique investment bank, is seeking an Associate 2/3 to join their restructuring advisory team. The Associate will play a pivotal role in providing strategic advisory and financial solutions to clients facing complex restructuring and distressed situations. Your expertise will be essential in guiding clients through distressed debt, bankruptcies, reorganizations, and other restructuring transactions. This is an exciting opportunity to work with a dynamic team and gain exposure to high-profile engagements that have a significant impact on the global financial landscape. Key Responsibilities Strategic Financial Analysis: Conduct comprehensive financial analyses, including financial modeling, valuation, and benchmarking, to assess the financial health and viability of distressed companies. Thorough Due Diligence: Perform extensive due diligence on companies and their operations, identifying potential risks and opportunities. Prepare reports for senior management and clients, outlining findings and recommendations. Innovative Restructuring Strategies: Collaborate with senior team members to develop innovative restructuring strategies tailored to meet clients' specific needs, considering both operational and financial aspects. Transaction Execution: Work with cross-functional teams to execute restructuring transactions, including debt negotiations, refinancing, asset sales, mergers, and acquisitions. Effective Documentation and Presentation: Prepare high-quality pitch books, confidential information memoranda, financial models, and other client-facing materials with accuracy, clarity, and professionalism. Client Relationship Management: Build and maintain strong relationships with clients, providing excellent service and acting as a trusted advisor throughout the restructuring process. Market Research and Insights: Stay informed about market trends, industry developments, and regulatory changes related to restructuring and distressed situations. Share insights with the team and clients to inform decision-making. Team Collaboration: Collaborate closely with senior bankers, analysts, legal advisors, and other professionals to coordinate and execute projects, fostering a collaborative and supportive team environment. Mentorship and Development: Provide guidance and mentorship to junior team members, supporting their professional growth and helping them develop essential skills in restructuring and investment banking. Qualifications Education: Bachelor's degree in Finance, Economics, Business, or a related field. MBA or advanced degree preferred. Experience: 3-5 years of investment banking experience in leveraged finance, M&A, restructuring, or related fields, ideally with exposure to distressed situations. Technical Skills: Strong financial modeling skills and proficiency in Microsoft Excel. Knowledge of financial analysis tools and software is a plus. Solid understanding of accounting principles, financial statements, and valuation methodologies. Analytical Abilities: Excellent analytical and problem-solving abilities, with keen attention to detail. Communication: Exceptional written and verbal communication skills, with the ability to present complex ideas clearly and concisely. Project Management: Strong project management and organizational skills, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment. Team Dynamics: Ability to work effectively both independently and as part of a team, demonstrating a collaborative and proactive mindset. Professional Standards: High ethical standards and a commitment to maintaining confidentiality and client trust. Join our team and make a significant impact by assisting clients in navigating complex restructuring and distressed situations, shaping the global financial landscape through your expertise and strategic guidance.

Senior Director, Finance Business Partner (Hybrid)

21 days ago

New York

Job DescriptionCompany Description Experian is a global data and technology company, powering opportunities for people and businesses around the world. We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more. Experian invests in people and new advanced technologies to unlock the power of data. We have an amazing team of 25,200 people in 32 countries. Job Description We are looking for a strategic and commercially minded Senior Director, Finance Business Partner to support the Global Chief Technology Officer (GCTO) organization within Technology & Innovation (T&I). You will be a trusted advisor to senior technology leadership, guiding financial strategy, investment governance, cost optimization, and performance management across a complex global technology landscape. You will partner with technology organizations, promoting data-driven decision-making while balancing innovation, risk management, and value creation. This is a hybrid role out of the New York City office. You will report to the Head of T&I Financial Management. You'll have the opportunity to: Strategic Partnership • Be the lead finance partner to the Group Chief Technology Officer (GCTO) and the T&I senior leadership team., • Shape and influence the financial strategy for global technology investments, including infrastructure, cloud, platforms, data, and engineering., • Translate business and technology strategies into actionable financial plans and investment roadmaps., • Provide clear, forward-looking insights that drive prioritization and capital allocation decisions. Planning & Performance Management • Lead annual planning, long-range planning (LRP), and rolling forecast processes for the GCTO organization., • Oversee operating expense and capital investment budgets of significant scale and complexity., • Manage KPIs and dashboards that link technology spend to business outcomes and value realization., • Identify risks and opportunities, recommending mitigation and optimization actions. Investment Governance & Value Realization • Drive financial rigor around business cases, ROI modeling, and post-investment tracking., • Establish and enhance governance frameworks for large-scale technology programs and transformation initiatives., • Ensure alignment of spend with priorities and enterprise financial commitments. Cost Optimization & Transformation • Partner with technology leaders to improve cost transparency, benchmarking, and unit economics (e.g., cloud cost management, run vs. change analysis)., • Identify efficiency opportunities while maintaining operational resilience and innovation capacity., • Support transformation initiatives, including automation, modernization, and vendor optimization. Stakeholder Management & Leadership • Present financial insights and recommendations to executive leadership and enterprise finance., • Influence stakeholders including Product, Engineering, Cybersecurity, Infrastructure, Procurement, and Strategy., • Lead and develop a finance team, encouraging a culture of accountability, collaboration, and continuous improvementQualifications, • Bachelor's degree in Finance, Accounting, or related area preferred., • 12+ years of progressive finance experience, including experience supporting technology organizations., • Track record partnering with senior executives (SVP/EVP/C-level)., • Experience in technology finance, capital investment planning and governance, financial modeling and scenario analysis, and large-scale budgeting and forecasting., • Experience translating complex technical concepts into financial insights., • Executive presentation skills. Additional Information Our uniqueness is that we celebrate yours. Experian's people first, inclusive and purpose driven culture is multi award-winning; World's Best Workplaces™ 2025 (Fortune Global Top 25), Great Place To Work™ in 26 countries to name a few. Check out Experian Life on social or explore our Careers Site to understand why. Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. You will be also eligible for a variable pay opportunity. Experian is proud to be an Equal Opportunity Employer for all groups protected under applicable federal, state and local law, including protected veterans and individuals with disabilities. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity. Benefits/Perks: • Great compensation package and bonus plan, • Core benefits including medical, dental, vision, and matching 401K, • Flexible work environment, ability to work remote, hybrid or in-office, • Flexible time off including volunteer time off, vacation, sick and 12-paid holidays, • Explore all our exciting benefits here: https://myexperianbenefits.com/

Associate, Investor Relations

21 days ago

New York

Job Description Crusoe is on a mission to accelerate the abundance of energy and intelligence. As the only vertically integrated AI infrastructure company built from the ground up, we own and operate each layer of the stack — from electrons to tokens — to power the world's most ambitious AI workloads. When you join Crusoe, you join a team that is building the future, faster. We're in the midst of the greatest industrial revolution of our time. The demand for AI compute is boundless, and power is a bottleneck. We're solving that — with an energy-first approach that makes AI infrastructure better for the world and faster for the people innovating with AI. We're looking for problem-solving, opportunity-finding teammates with a sense of urgency, who believe in the scale of our ambition and thrive on a path not fully paved — people who want to grow their careers alongside a team of experts across energy, manufacturing, data center construction, and cloud services. If you want to do the most meaningful work of your career, help our customers and partners advance their AI strategies, and be part of a high-performing team that believes in each other, come build with us at Crusoe. About This Role: We are seeking a highly analytical and experienced Investor Relations (IR) Analyst to join our team. This role is crucial in managing the relationships between the company and the investment community which continues to grow. The ideal candidate will be a key contributor to all aspects of designing and creating a robust IR function, with significant experience in a dynamic environment that is market-facing with a proven track record supporting the capital markets participants. Experience in sell-side equity research, capital markets or investor-facing roles within scaled organizations desired. This role will initially report to the SVP of Strategic Capital and Corporate Development. What You’ll Be Working On: Public Company Experience Assist in managing the ongoing requirements and documentation specific to a newly public company environment. Manage relationships across sell-side equity research analysts and coverage universe. Non-Deal Roadshows (NDRs): Coordinate and manage logistics for investor roadshows and conferences, including scheduling, preparation of materials, and post-event follow-up. Due Diligence: Manage data requests and materials for investor and analyst due diligence sessions. Financial Reporting & Communications Earnings Cycle Management: Play a role in the quarterly earnings process, including drafting press releases, preparing management's scripts, developing Q&A documents, and creating presentation materials. Messaging Development: Work closely with the Finance, Legal, and Corporate Communications teams to ensure consistent, accurate, and compelling internal and external messaging regarding company strategy, financial performance, and market developments. Market Intelligence & Strategy Competitive Analysis: Monitor, analyze, and summarize sell-side research, consensus estimates, and competitor financial performance. Provide data-driven insights to the executive team and Board of Directors. Maintain list of industry events important for the Crusoe team to attend. Shareholder Analysis: Track and analyze changes in our shareholder base, including institutional ownership and trading trends, to inform IR targeting and engagement strategies. IR Targeting: Identify and prioritize potential new institutional investors whose mandates align with the company's profile. Build and maintain IR CRM database of investor interactions and engagements. What You’ll Bring to the Team: 1-3 years of experience in Investor Relations, Investment Banking, or Equity Research. Ideal experience in supporting a company through a significant liquidity event, such as an Initial Public Offering (IPO) or a major public capital raise. Prior experience working for a large, complex, publicly traded company known for its rigorous financial standards and advanced technology products (e.g., in the semiconductor, cloud, or advanced technology sectors). Strong understanding of financial modeling, valuation techniques, and Generally Accepted Accounting Principles (GAAP). High proficiency in Microsoft Office Suite (Excel and PowerPoint) and experience utilizing IR-specific platforms (e.g., Bloomberg, Refinitiv, CRM software). Outstanding written and verbal communication skills, with a proven ability to synthesize complex data into clear, concise narratives for a financial audience. Detail-oriented, highly organized, and capable of managing multiple projects under tight deadlines and with a high degree of confidentiality. Strong interpersonal skills and the ability to build and maintain trust with internal executives and external investors. Bachelor’s degree in Finance, Economics, Accounting, or a related field. Benefits: Competitive compensation Restricted Stock Units Paid time off & paid holidays Comprehensive health, dental & vision insurance Employer contributions to HSA account Paid parental leave Paid life insurance, short-term and long-term disability Professional development & tuition reimbursement Mental health & wellness support Commuter benefits (parking & transit) Cell phone stipend 401(k) Retirement plan with company match up to 4% of salary Volunteer time off Compensation: Compensation will be paid in the range of $100,000 - $140,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicant’s education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.

Investment Banking Associate

25 days ago

New York

Job DescriptionWe are seeking diligent, coachable, and determined financial services professionals with 3–4 years of experience at major investment banks, accounting firms, or ESOP consultancies. This is a leadership role for rising professionals. Associates supervise analysts and work directly with managing directors on 25–30 ESOP investment banking engagements per year. Deal teams perform extensive financial analysis and modeling to develop projections, structure transactions, and assess credit capacity. CSG offers a clear career path in ESOP investment banking, direct client involvement, and a competitive compensation package. Responsibilities: • Manage ESOP transaction and financing processes., • Participate actively in deal structuring and valuation analysis., • Lead transaction-related due diligence and manage document flow., • Oversee client presentations and transaction memorandum drafting., • Support senior bankers across all aspects of transactions., • Attend client meetings and presentations., • Mentor and coach analysts. Qualifications: • 3–4 years of investment banking, accounting, or related experience., • 1–2 years of direct ESOP experience., • Degree in finance, accounting, economics, or a related field., • Familiarity with M&A, LBOs, and advanced finance/accounting concepts., • Strong financial modeling and writing skills., • Exceptional attention to detail., • Ability to work independently., • Immediate availability. CSG is an equal opportunity employer.

Associate Director - Financial Due Diligence - Private Equity Advisory

10 days ago

New York

Job Description By joining our rapidly growing Financial Due Diligence practice, you will serve as a trusted partner to our clients. You will bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored, integrated solutions that solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting, you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities. This role offers the opportunity to work on complex M&A transactions, providing clients with critical insights into financial performance and risks. Projects involve large, complex transactions, high- volume roll-ups, carve-outs, divestitures, and sell-side transactions. You will work with private equity firms, corporate acquirers, and lenders, delivering high-quality analyses that drive informed decision-making. What You'll Do: • Provide strategic oversight of financial due diligence engagements, challenging assumptions, identifying risks early, and ensuring analyses are tightly aligned with valuation drivers and transaction objectives, • Own the overall narrative, positioning, and messaging of diligence reports; ensure conclusions are commercially sharp, negotiation‑ready, and tailored to the buyer or seller context, • Serve as the primary senior point of contact for clients and deal teams, leading high‑visibility meetings, negotiation discussions, and executive‑level readouts with CFOs, Controllers, Partners, and Private Equity sponsors, • Take full accountability for final deliverable quality, ensuring reports are concise, commercially focused, and aligned with client objectives; shape executive summaries and key messages for Investment Committee and Board‑level audiences, • Lead financial due diligence for buy‑side and sell‑side transactions, including Quality of Earnings, Net Working Capital, Net Debt, cash flow analysis, and key financial metrics, • Oversee and manage multiple engagement teams simultaneously, setting priorities, driving efficient execution, ensuring quality control, and developing junior team members, • Lead engagement scoping discussions, defining strategy, risk areas, staffing models, timelines, and scope alignment with transaction complexity and fee structure, • Manage day‑to‑day client relationships and proactively advise on deal strategy, risk mitigation, and transaction mechanics, • Review SPA / APA documentation and advise clients on financial mechanics related to Net Working Capital, Net Debt, earnouts, and related deal terms, • Operate with a high degree of independence across engagements with limited Partner oversight, making informed technical and accounting judgment calls and escalating complex or high‑risk issues as appropriate, • Enhance Manager‑level drafts by sharpening messaging, strengthening linkage to deal drivers, and synthesizing key themes into clear, actionable insights for decision‑making, • Maintain accountability for engagement economics, including profitability, leverage, realization, and effective resource deployment across a portfolio of projects, • Support business development efforts, including proposal development, pitch participation, and expanding existing client relationships, • Train and mentor junior staff and lead internal initiatives related to recruiting, training, and methodology development, • Leverage data, analytics, and technology effectively; guide teams in the use of Excel, Power BI, Alteryx, and visualization tools to improve quality and turnaround time, • Support the implementation of firm‑approved, technology‑enabled and AI‑supported approaches within engagements and contribute to continuous improvement efforts in alignment with firm policiesWhat You'll Bring:, • 6+ years of professional experience in audit and/or financial due diligence, preferably within a Big 4 or comparable professional services firm, • Minimum of 4+ years of current Financial Due Diligence (FDD) experience, with direct ownership of buy‑side and sell‑side engagements, • Proven experience issuing Quality of Earnings reports, with a strong understanding of Adjusted EBITDA, Net Working Capital, and Net Debt, • Demonstrated ability to lead engagements and work directly with senior stakeholders, including CFOs, Controllers, and Private Equity deal teams, • Strong technical accounting background with deep knowledge of GAAP and financial statement analysis, • Advanced proficiency in Microsoft Excel and PowerPoint, including building and reviewing complex financial models and client‑ready presentations, • Experience leveraging data and analytics tools (e.g., Power BI, Alteryx) to analyze large data sets and support diligence insights, • Track record of managing multiple concurrent engagements in a fast‑paced, transaction‑driven environment, • Experience mentoring and developing junior team members and contributing to team performance and engagement quality, • Demonstrated comfort responsibly adopting firm‑approved AI and technology‑enabled tools to enhance productivity, quality, and efficiency, • Ability to operate with a high degree of independence and sound professional judgment, escalating complex or high‑risk issues appropriately, • Ability to work effectively in a hybrid work environment, with flexibility for in‑person collaboration as business needs dictate Qualifications: • Degree in Accounting, Finance, or Economics, • CPA, CFA or advanced degree preferred#LI-BW1#LI-Hybrid We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 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.

Investment Analyst/Associate- bilingual Korean

24 days ago

New York

Job Description [Position] Analyst/Associate, Investment [About Our Client] Pursue active investments in the fields of battery energy storage systems, LNG infrastructure and other sustainable energy transition fuels as well as clean energy maritime solutions, aerospace. We will leverage these two affiliates’ expertise in renewable energy and relevant technologies for a greater energy transition and sustainability in the United States of America and globally. [Job Summary] Analyst/Associate position offers qualified individual exposure to all aspects of M&A and strategic investments. Associates assume significant responsibilities, including exploring new investment opportunities, performing corporate valuation using a variety of methodologies, preparing and delivering presentations and reports, conducting research, analyzing business models, and participating in due diligence and deal negotiation. [Job Description] -Conduct quantitative analysis of industrial, energy, and infrastructure projects to support investment decision, and M&A processes in the USA -Develop detailed financial models to evaluate investment opportunities and analyze return on investment -Maintain the deal flow database with information sourced from the firm’s network -Prepare presentations and reports for internal & external meetings/communications -Monitor and research companies and industries, to stay up to date on trends and major transactions -Coordinate third-party due diligence in collaboration with investment team members and external advisors -Provide analytical support and thought partnership to senior team members -Conduct ongoing monitoring of portfolio assets and market changes to support informed decision-making -Collaborate effectively with other affiliated members and management Requirements [Qualifications] -Bachelor’s degree in Engineering, Economics, Business, or a related field from an accredited institution -Bilingual proficiency in English and Korean, both written and verbal, required • 2+ years of relevant experience as an Analyst/Associate in investment banking, private equity, management consulting, or corporate development -Excellent financial modeling skills and strong accounting background -Experience in the energy infrastructure (renewables, NG/LNG) and industrial sectors (aerospace, defense), a plus -Excellent verbal and written communication skills with the ability to present and explain complex information clearly -Ability to interact with staff at all levels in a fast-paced environment -Excellent research skills with experience in market and company analysis -Strong analytical approach; structured thinker -Team player with experience working both in teams and as an individual contributor -Proven ability to work creatively and analytically in a problem-solving environment -Previous experience working in a multinational company preferred Benefits [What's On Offer] Comprehensive health insurance, 401K, PTO, sick days, bonus

International Accounting Manager

17 days ago

New York

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 380+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: We are seeking an experienced and detail-oriented International Accounting Manager to oversee global accounting operations and support the company's expanding international footprint. This role will assist with multi-entity global consolidations, ensuring accurate intercompany accounting and eliminations across multiple international jurisdictions. The International Accounting Manager will partner closely with local entities and cross-functional teams to ensure timely financial reporting, regulatory compliance, and operational excellence. Things You Get To Do: • Global Accounting & Consolidations, • Assist with monthly, quarterly, and annual multi-entity global consolidations., • Ensure accurate intercompany accounting, reconciliations, and eliminations across subsidiaries., • Review and analyze consolidated financial results and supporting schedules., • Support foreign currency translation and consolidation adjustments., • Maintain accurate records of cross-border transactions and intercompany balances.International Entity Support, • Support local accounting operations and statutory compliance for entities in (but not limited to): United States, Canada, Bahamas, United Kingdom, Japan, Spain, Singapore, India, Kingdom of Saudi Arabia (KSA), and United Arab Emirates (UAE), • Coordinate with local accounting providers, auditors, and consultants as needed., • Assist local entities with month-end close activities, reporting requirements, and technical accounting matters., • Ensure compliance with U.S. GAAP, IFRS, and applicable local accounting regulations.Financial Reporting & Compliance, • Prepare and review journal entries, balance sheet reconciliations, and variance analyses., • Support internal and external audits across global entities., • Assist with preparation of statutory financial statements and regulatory filings., • Help maintain and improve internal controls and accounting policies.Process Improvement, • Identify opportunities to streamline and automate international accounting processes., • Assist with ERP migration and global financial systems optimization., • Improve consolidation and reporting workflows to support scalability and efficiency.Cross-Functional Collaboration, • Partner with Tax, Treasury, FP&A, Payroll, Legal, and Operations teams on international business initiatives., • Support global expansion efforts, including new entity setup and operational integration., • Provide accounting guidance related to international transactions and operational changes. Who You Are (Must-Haves): • Bachelor's degree in Accounting, Finance, or related field., • CPA or equivalent certification preferred., • 8-10+ years of accounting experience with significant international accounting exposure., • Strong understanding of multi-entity consolidations and intercompany accounting., • Experience supporting global subsidiaries across multiple jurisdictions., • Knowledge of U.S. GAAP and/or IFRS., • Experience with ERP accounting systems., • Strong Excel and financial reporting skills., • Excellent organizational, analytical, and communication skills., • Ability to manage competing priorities in a fast-paced global environment. Who You Might Be (Nice-to-Haves): • Public accounting background preferred., • Experience in multinational, fintech, SaaS, or high-growth environments., • Familiarity with statutory reporting requirements across EMEA, APAC, and North America., • Experience with process automation and accounting system implementations How We Take Care of You: • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500, • Monthly Stipend: USD $150 per month via a Brex Card Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. Recruitment Privacy Policy

Head of Finance

21 days ago

New York

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role Arch is seeking a founding Head of Finance to lead and scale our finance function during a period of rapid growth. Reporting directly to the CEO, you will own the company's financial strategy, planning, reporting, and operational rigor, while serving as a key thought partner to the leadership team. This is a highly impactful role that sits at the intersection of strategy, operations, and execution. You will build the financial infrastructure that enables Arch to scale efficiently, provide visibility into company performance, support fundraising and board reporting, and help drive critical business decisions across every department. The ideal candidate is equally comfortable building sophisticated financial models, partnering with functional leaders on strategic initiatives, and rolling up their sleeves to improve processes and systems. You thrive in fast-paced environments, enjoy solving complex business problems, and have a strong desire to help build an enduring company. Your responsibilities will include: Own accounting and financial operations: Oversee accounting, billing, tax, accounts payable, accounts receivable, monthly close processes, and financial controls. Ensure accurate financial reporting, strong compliance practices, and operational excellence across the company's financial infrastructure. Tell the financial story: Prepare board materials, investor updates, fundraising analyses, and executive reporting. Translate complex financial information into clear narratives that support decision-making among internal and external stakeholders. Own cash and capital planning: Monitor cash flow, runway, and capital needs. Build forecasting frameworks that ensure the company can make informed investment decisions while maintaining financial discipline. Guide strategic decision-making: Serve as a trusted advisor to the CEO and leadership team. Evaluate growth initiatives, pricing strategies, resource allocation decisions, and other high-impact opportunities through a financial lens. Own company planning: Lead the annual budgeting process, long-range planning, and recurring forecasting cycles. Partner with department leaders to align investments, headcount, and operating plans with company goals. Drive FP&A: Build and maintain the financial models that power decision-making across the business. Develop reporting, dashboards, and KPI frameworks that provide visibility into company performance and key operating drivers. Improve business performance: Analyze trends across revenue, customer acquisition, retention, pricing, and operating expenses. Identify opportunities to improve efficiency, strengthen unit economics, and accelerate growth. Build scalable financial operations: Design and implement the processes, systems, and controls needed to support a rapidly growing company. Partner with legal and external advisors to ensure strong financial governance and operational rigor. Build the function: Recruit, develop, and lead a high-performing finance organization. Establish best practices, create repeatable processes, and scale the team alongside the growth of the business. Reach out to us if you have: 6+ years of experience in finance, FP&A, investment banking, private equity, venture capital, strategic finance, or related fields Experience leading finance functions within high-growth technology or SaaS companies Exceptional financial modeling, forecasting, and analytical skills Strong understanding of SaaS business models, recurring revenue metrics, and company operating drivers Experience partnering directly with executive leadership teams and presenting to boards or investors A track record of building scalable financial processes, systems, and reporting frameworks Excellent communication skills with the ability to translate financial insights into business recommendations Strong business judgment and a pragmatic, solutions-oriented mindset The ability to operate strategically while remaining highly hands-on A desire to work in person with a high-performing team in New York City Bonus points if you have: Experience in fintech, wealth management, alternative investments, or financial services Experience supporting venture-backed companies through multiple stages of growth Prior fundraising, investor relations, or corporate development experience Experience implementing and scaling financial systems and business intelligence tools CPA, CFA, MBA, or other advanced financial credentials Experience building and managing finance teams from the ground up Familiarity with the operational and financial dynamics of enterprise SaaS businesses serving financial institutions A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. Great office: Our new home at 199 Water Street gives us a beautiful, energizing space to come together as a team, collaborate more easily, and keep building the next chapter of Arch. Lunch is on Us - We’ll keep the team fueled with lunch in the office, whether you’re catching up with teammates, talking through an idea, or just taking a well-earned break. Compensation Range: $250K - $300K

Controller

11 days ago

New York

Job Description East River Medical Imaging, PC is an independent physician-owned radiology practice serving patients and referring providers for over fifty years. With locations on Manhattan’s Upper East Side and White Plains in Westchester County, East River Imaging is known for diagnostic expertise, advanced technology, high-quality imaging services, and a warm, caring environment. Our team is dedicated to personalized, compassionate care that puts patients at ease and builds trusted, lasting relationships. East River Medical Imaging is now hiring an experienced Controller to join our leadership team. In this role, you will deliver accounting and financial management and oversight for the practice. Your work alongside fellow managers supporting our commitment to operational excellence and exceptional patient care through comprehensive financial reporting, planning, and robust financial controls. Position Summary: Controller The Controller will serve as the senior-most finance and accounting leader for East River Medical Imaging and will be responsible for overseeing all accounting, financial reporting, budgeting, treasury, and financial operations of the organization. Reporting directly to the CEO with a dotted-line relationship to the physician ownership group, the Controller will provide financial leadership and operational support across the practice’s multiple imaging center locations and service lines. This role will oversee two accounting staff members as well as the Director of Revenue Cycle and will be responsible for maintaining accurate financial reporting, supporting operational decision-making, managing financial controls, and partnering with leadership on strategic and operational initiatives. The Controller will operate in a hands-on capacity within a lean organizational structure and will be expected to participate in both strategic financial planning and day-to-day financial management activities. Reporting Structure • Reports Directly To: CEO, • Dotted-Line Reporting Relationship: Physician Ownership Group, • Direct Reports:, • Two Accounting Staff Members, • Director of Revenue Cycle (Possible) Essential Duties and Responsibilities Accounting & Financial Reporting • Oversee all accounting operations including general ledger, accounts payable, accounts receivable, cash management, payroll coordination, and financial reporting, • Manage the monthly, quarterly, and annual financial close process, • Prepare timely and accurate financial statements and supporting schedules, • Maintain accounting policies, procedures, and internal controls, • Coordinate annual financial statement reviews and tax filings with external CPA firms and advisors, • Ensure compliance with GAAP and applicable healthcare-related financial reporting requirements Financial Planning & Analysis • Lead annual budgeting and periodic forecasting processes, • Develop and maintain cash flow forecasts and working capital analysis, • Prepare financial models and operational analyses to support leadership decision-making, • Analyze operational performance, profitability, reimbursement trends, and expense management opportunities, • Develop and maintain KPI and management reporting dashboards for executive leadership and physician partners Revenue Cycle & Operational Finance • Provide financial oversight and partnership to the Director of Revenue Cycle, • Meet regularly with A/R leadership to review metrics and evaluate progress with collections, reimbursement trends, denial metrics, payer mix, and revenue integrity initiatives, • Collaborate with operational leadership to improve financial processes and operational efficiencies, • Support physician compensation reporting and productivity analysis, • Assist with vendor negotiations, capital expenditure analysis, and contract review activities Systems & Process Improvement • Oversee utilization and optimization of Sage 50 accounting software and related financial systems, • Identify and implement process improvements, automation opportunities, and financial reporting enhancements, • Maintain appropriate accounting controls and documentation procedures, • Support future system upgrades or financial infrastructure improvements as needed Leadership & Management • Supervise, mentor, and develop accounting team members, • Establish departmental priorities and ensure timely completion of financial deliverables, • Serve as a key financial resource and business partner to executive leadership and physician ownership, • Support strategic growth initiatives, expansion opportunities, and operational improvement projects Payroll / Benefits / Human Resources • Supervise bi-weekly and periodic payroll processing to ensure accuracy, • Oversee timekeeping including employee attendance records and system updates, ensuring accurate record-keeping and adherence to relevant labor laws and data privacy regulations., • Evaluate the company's health and retirement programs to recommend options to ensure employee compensation remains competitive., • Provide support for Human Resource efforts, including policy setting, conflict resolution, and assisting employees and management with inquiries related to workplace policies, performance reviews, and training opportunities. Profit Sharing Plan • Responsible for overall plan administration, including maintaining compliance with applicable regulations, overseeing employee and employer contributions, and ensuring timely communication with all stakeholders., • Act as liaison between company management and plan participants, facilitating the resolution of questions or concerns and providing updates on plan changes or benefits., • Interface with the plan recordkeeper, third-party administrator (TPA), and investment advisor to ensure accurate plan management, timely reporting, and proper handling of participant accounts., • Works directly with auditors and TPA to coordinate and complete the annual Form 5500 submission. Qualifications Education & Certifications • Bachelor’s degree in Accounting, Finance, or related field required, • CPA strongly preferred Experience • Minimum 8+ years of progressive accounting and finance experience, • Prior healthcare industry experience required, • Experience within physician practice management, radiology, imaging center, ambulatory healthcare, or multi-site healthcare services environments strongly preferred, • Prior supervisory and management experience required, • Experience overseeing monthly close, budgeting, forecasting, treasury, payroll and benefits and financial reporting functions, • Experience working with Sage 50 or similar mid-market accounting/ERP systems preferred Knowledge, Skills & Abilities • Strong understanding of GAAP and financial reporting requirements, • Working knowledge of healthcare reimbursement and revenue cycle operations, • Advanced Microsoft Excel and financial analysis skills, • Strong organizational and project management capabilities, • Ability to communicate effectively with executive leadership, physician partners, operational management, and external advisors, • Hands-on management style with strong attention to detail, • Ability to manage multiple priorities within a fast-paced healthcare environment

Controller (Real Estate Developer)

15 days ago

New York

Job Description Controller (Real Estate Developer) Queens, NY | On-Site The Role Equal Access is partnering with a real estate developer, owner, and investment firm focused on strategic acquisitions, disciplined operations, and long-term value creation across its portfolio. The firm is mission-driven, community-oriented, and operationally serious, and it is looking for a Controller who can match that combination. This is a hands-on accounting leadership role reporting to the Managing Partners and Managing Director. You will own the day-to-day accounting operations across a multi-entity, multi-property portfolio, with real responsibility for accuracy, compliance, and the reliability of financial reporting. There is genuine room to grow here as the finance function matures, but the immediate need is execution. This is not a strategic finance or FP&A-first role. The person who thrives here is someone who can close the books cleanly, keep controls tight, and partner effectively with property and asset management teams, all while building toward broader managerial responsibility. What This Role Is, and Is Not This role is: • A hands-on controller position with meaningful ownership of month-end close, GL management, and multi-entity reporting, • A key operational partner to senior leadership, not a back-office support function, • An opportunity to grow into broader finance leadership as the firm scales, • A compliance-adjacent role with real exposure to HUD, LIHTC, Section 8, and lender reporting requirements, • A collaborative position that requires regular coordination with property management and asset management teams This role is NOT: • A fully built-out corporate finance function where systems and processes are already in place, • A remote or hybrid role, presence in Queens is expected, • The right fit if you want to stay out of the details, the granular work is the job, • A pure reporting role, you will be expected to strengthen controls, mentor staff, and actively problem-solve Required Experience & Traits • 5 or more years of accounting experience, ideally within real estate, affordable housing, or property management, • Solid command of GAAP and demonstrated experience supporting financial statement preparation and external audits, • Hands-on experience with AP, AR, reconciliations, and month-end close across multiple entities simultaneously, • Proficiency in Excel, and working experience with an ERP or property accounting platform such as Yardi, Sage Intacct, or NetSuite, • Familiarity with affordable housing compliance requirements (HUD, Section 8, LIHTC) is a meaningful plus, • A bachelor's degree in Accounting or Finance is required; CPA progress is preferred but not a dealbreaker if the experience is strong, • Detail-oriented and organized enough to manage competing deadlines without dropping the ball on accuracy, • Collaborative and clear in communication, you will need to work effectively across finance, operations, and senior leadership Key Responsibilities Financial Reporting & Close • Prepare monthly, quarterly, and annual financial statements in compliance with GAAP, with a focus on accuracy and on-time delivery, • Manage general ledger activity, journal entries, account reconciliations, and month-end close procedures across multiple entities and properties Cash, AP & AR Operations • Oversee accounts payable and accounts receivable functions, ensuring timely processing, accurate coding, and proper documentation, • Support cash management activities including bank reconciliations, cash flow tracking, and fund-level reporting at the property level Budgeting, Forecasting & Variance Analysis • Assist with budgeting and forecasting processes, providing the Managing Partners and Managing Director with timely, reliable data, • Partner with property and asset management teams on budget-to-actual tracking and prompt resolution of discrepancies Compliance & Controls • Maintain and strengthen internal controls and accounting procedures across the firm's entities and properties, • Support audit, tax, and regulatory compliance, including preparation of schedules for external auditors, lenders, and regulatory agencies (HUD, LIHTC, and related programs), • Monitor covenant compliance and assist with reporting on existing debt and investor agreements People & Finance Function Development • Review, train, and mentor accounting staff, contributing to the development of a capable and high-performing finance team, • Identify process improvements and help build the systems and workflows the firm needs as it grows Compensation • Base salary: $170,000 to $190,000, depending on experience Why EqualAccess EqualAccess partners with best-in-class organizations and supports candidates beyond placement. Every candidate we place receives 3 months of post-hire coaching and career support, ensuring long-term success and growth.

Director, Development Operations

10 days ago

New York

Job Description Fairstead is a purpose-driven real estate firm dedicated to building affordable communities across the country. Headquartered in New York, with offices in Colorado, Florida, and Washington DC, Fairstead owns and manages a portfolio of more than 30,000 apartments, including pipeline, across 28 states. As an integrated owner, operator, and innovator, Fairstead brings development, construction, and property management under one unified platform to deliver high-quality affordable housing that serves our residents at scale. At Fairstead, we believe affordable housing should be thoughtfully designed, professionally managed, and responsibly operated. We seek to create and preserve housing that serves residents while delivering long-term value to communities, partners, and stakeholders. Fairstead challenges industry norms through our tech-forward, entrepreneurial approach to affordable housing. In addition to core real estate capabilities, we operate innovative service lines designed to improve resident outcomes, strengthen communities, and drive operational efficiency. We embrace digital transformation, data-driven decision-making, and emerging technologies, including AI, to build scalable systems that support sustainable growth, grounded in a culture of entrepreneurship, innovation, partnership, dedication, and integrity. The Director, Development Operations will be responsible for managing, overseeing, and optimizing the performance of a subset of our affordable multifamily real estate portfolio. The primary focus will be on enhancing the value of our assets, maximizing returns, and mitigating risks by developing and executing on asset-specific business plans. This role reports directly to the Senior Director, Development Operations. The Development Operations team sits within the larger Development team and is comprised of several groups, including Portfolio Management and Special Projects. These groups oversee the operations of the entire Fairstead portfolio and execute on asset and portfolio management, stabilization, strategic initiatives, utility management, budgeting, forecasting, and capital transactions. Responsibilities: • Direct, hands-on management and oversight of a portfolio of affordable multifamily assets., • Conduct thorough financial analysis, including cash flow projections, budgeting, and financial modeling to evaluate the ongoing performance and potential of each property., • Develop, manage, and execute comprehensive business plan strategies for the affordable multifamily assets and portfolio., • Investigate variances and identify opportunities to enhance asset performance by analyzing market trends, property operations, and capital improvements. Implement strategies to maximize property values, rental income, occupancy rates, and cash flow., • Work closely with affiliated management companies, as well as third-party managers, to devise and carry out property strategies and business plans for each property., • Assist in the updates of the high-level reporting metrics across the enterprise., • Assist with preparation and submission of information for real estate tax appeals., • Assist with preparation and submission of transactional due diligence materials., • Assess and manage risk factors associated with the portfolio, including market conditions, leasing and occupancy risks, and capital expenditure requirements. Develop contingency plans and risk mitigation strategies., • Prepare regular performance reports and updates for senior management, investment, and other stakeholders., • Present investment strategies, financial analyses, and portfolio performance in a clear and concise manner., • Collaborate with internal teams, including acquisitions, development, construction, and property management to align asset management strategies with broader organizational goals., • Develop and maintain strong relationships with internal and external stakeholders, including investors, lenders, vendors, property management teams, and brokers., • Work closely with construction managers to determine project schedule, scope, and capital needs., • Oversee budgets and monthly variance reports submitted by property management., • Identify value-add projects throughout the portfolio and visit properties on an as-needed basis., • Identify opportunities for capital transactions, including refinancing and dispositions, and assist with executing exit strategies to optimize returns., • Forecast cash flows over the hold period., • Perform special projects and other related duties as required. Requirements: • Minimum 8+ years' applicable real estate experience required, • Bachelor's degree required, • Prior team management and leadership experience, • Demonstrated ability to communicate with lenders, investment partners and other external stakeholders., • Experience in multifamily affordable portfolio and asset management, • Knowledge and experience with the Project-Based Section 8 and Low-Income Housing Tax Credit Programs gained from asset management, operations, or development., • Experience in understanding partnership agreements, loan documents, regulatory agreements, and other deal-related documents, • Strong proficiency in financial modeling, Microsoft Office Suite (especially Excel), and analytical skills, • Demonstrated competency in financial statement analysis, business valuation, accounting, and finance., • Experience in budgeting, accounting, and financial analysis, • RealPage and Yardi experience, • Manages multiple priorities while demonstrating the initiative to produce results by driving processes, • Strong project management skills and follow-through, • Team-oriented with strong integrity and professionalism., • Strong organizational, written, and verbal communication skills, • Exceptional attention to detail and sound judgement, • Up to 20% travel required This role is preferably based in our New York City office. We are open to considering candidates outside of New York City, and relocation assistance can be discussed. This role is bonus eligible. Exact compensation may vary based on skills, experience, and location. Salary Range$170—$200 USD Diversity in backgrounds and experiences is key to Fairstead's success. Being an equal opportunity employer is a central tenet of our philosophy that shapes who we are and the communities we serve. Our goal is to ensure competitive total compensation that is commensurate with experience, location, and other market benchmarks. For information about how we use your personal information, including information submitted for career opportunities, please review our Privacy Policy at https://fairstead.com/privacy-policy/

Controller

6 days ago

New York

Job DescriptionIntro description: Legalist is a tech-enabled alternative asset manager that uses proprietary data-driven origination to invest in uncorrelated legal and government-payment assets. Founded out of Y Combinator in 2016, Legalist manages over $1.7 billion for endowments, foundations, and family offices. We are seeking a highly motivated and detail-oriented Controller to join our Finance team. Reporting directly to the Chief Financial Officer, the Controller will play a critical role in helping to oversee fund accounting, financial reporting, investor servicing, and compliance functions across our investment vehicles. This role requires close collaboration with fund administrators, custodians, limited partners, auditors, tax advisors, and Legalist's investment and operations teams. The ideal candidate is analytical, proactive, and thrives in a fast-paced, entrepreneurial environment where accuracy, ownership, and continuous improvement are highly valued. Key ResponsibilitiesFund Accounting & Operations • Prepare and review quarterly NAV packages, including income statement and balance sheet reconciliations., • Coordinate with fund administrators and custodians to investigate and resolve accounting discrepancies and month-end exceptions., • Prepare and review shadow allocations to independently verify P&L allocations, management fees, performance allocations, net returns and internal rates of return across all investors., • Oversee monthly and quarterly expense accruals, cash disbursements, budgeting, and variance analyses., • Review investment agreements, amendments, and related documentation to calculate and validate interest income, PIK income, fees, and other investment-related earnings., • Monitor and maintain key investment terms, including maturity dates, coupon rates, principal balances, fee structures, and other contractual provisions., • Prepare and review investment payoff statements and related portfolio reporting.Financial Reporting & Investor Relations, • Oversee investor capital activity, including subscriptions, capital calls, distributions, transfers, and redemptions., • Review and approve investor statements, capital account reporting, and monthly/quarterly performance reporting., • Serve as a key point of contact for investor inquiries related to fund performance, capital activity, account confirmations, and ad hoc reporting requests., • Assist with investor onboarding, subscription processing, and coordination with custodians and fund administrators., • Coordinate and review all investor transfers and ownership changes with limited partners and service providers., • Assist with annual audited financial statements and investor tax reporting and coordinate with external auditors throughout the audit process.Compliance & Tax, • Assist with regulatory filings, including Form ADV and Form PF., • Prepare quarterly UK VAT filings and annual tax-related reporting., • Complete and review investor due diligence questionnaires (DDQs), consultant databases, and other recurring reporting requests., • Support compliance, operational due diligence, and regulatory examinations as needed.Required Qualifications, • 5–10 years of progressive experience in accounting, auditing, fund accounting, or financial reporting., • Strong understanding of financial statements, investment accounting, and performance reporting., • Demonstrated experience preparing, reviewing, or validating complex performance calculations and investor reporting., • Exceptional analytical, organizational, and problem-solving skills with a high degree of accuracy and attention to detail., • Advanced financial modeling and spreadsheet skills., • Ability to manage multiple priorities and meet deadlines in a fast-paced, high-growth environment., • Strong written and verbal communication skills, with the ability to effectively collaborate across all levels of the organization., • Self-starter with a proactive, ownership-oriented mindset.Preferred Qualifications, • CPA designation or CFA charter/candidacy preferred., • Experience with investment company accounting and U.S. GAAP for alternative investment funds., • Background in private credit, private equity, venture capital, hedge funds, litigation finance, or other alternative investment strategies., • Experience working with fund administrators, custodians, and external auditors., • Familiarity with Airtable or similar workflow/database management platforms., • Experience operating in a remote-first or distributed work environment.

Account Executive

3 days ago

New York

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role: We are hiring a high-performing Account Executive to drive new customer acquisition across enterprise and strategic accounts. We’re a product-first company with significant commercial traction and continually reinvest in our product. As an Arch Sales Director, you will play a pivotal role in meeting, understanding, and serving core accounts to accelerate our market presence and revenue growth. At Arch you will: Build relationships with the people inside institutions, investment advisors, accounting firms, and other financial firms who allocate capital and would greatly benefit from the Arch platform Manage end-to-end client acquisition process - including lead generation, qualification, product demonstration, and conversion Collaborate cross-functionally with Partnerships, Product, Operations, and the Executive Leadership team to acquire and attract new clients Learn from every interaction, bringing market insights to Arch Engineering and Operations to improve the core product continually. Reach out to us if you: Have 3-6 years of experience in Sales within a SaaS technology company, preferably in a growth stage startup. Have consistent quota attainment or a track record of success. Seek massive opportunities, jump on them, and take initiative. High energy, love talking to people, and want to work on complex customer problems. Are obsessed with personal growth and feedback – you improve every day and will be given the tools to do so. Will put in the work to understand each client’s needs and help them make the most informed decision of what’s in their best interest. When clients are properly informed, they choose Arch. Take a long-term perspective and uphold Arch's brand and relationships with potential partners above all else. There are two degrees of separation between most potential clients. Want to hustle alongside an ambitious team to have an impact. You’re energized by deep understanding of your customer’s problems, helping them, and will not stop until you solve them. Excited by working late and where you get to solve meaningful problems. Have a consultative and problem-solving mindset (we are not a super salesy organization). Bonus points if you: Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field. Possess deep understanding of Alternative Investments industry trends, products, and services. Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s. A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. Great office: Our new home at 199 Water Street gives us a beautiful, energizing space to come together as a team, collaborate more easily, and keep building the next chapter of Arch. Lunch is on Us - We’ll keep the team fueled with lunch in the office, whether you’re catching up with teammates, talking through an idea, or just taking a well-earned break. Compensation Range: $260K - $320K

Senior - Real Estate Advisory Services (REAS)

21 days ago

New York

Job Description Title: Senior - Real Estate Advisory Services (REAS) Department: Real Estate Advisory Services (REAS) Supervises: N/A Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are seeking a Senior to join our Real Estate Advisory Services (REAS) team at Anchin. This role offers the opportunity to work closely with a dynamic client base while gaining exposure to both tax compliance and advisory services within the real estate industry. The ideal candidate brings strong partnership tax experience, thrives in a collaborative environment, and is looking to deepen expertise in real estate taxation and structuring. RESPONSIBILITIES: • Prepare and review federal, state, and local tax returns for:, • Partnerships, LLCs, and flow-through entities., • Real estate operating entities, holding companies, and investment structures., • High-net-worth individuals with real estate holdings., • Analyze partnership agreements, allocations, and waterfall structures., • Perform book-to-tax adjustments, depreciation calculations, and basis tracking., • Support tax planning and advisory initiatives, including:, • Entity structuring and restructuring., • Transaction support (acquisitions, dispositions, refinancing)., • 1031 exchanges and other deferral strategies., • Conduct tax research and draft technical memos on complex real estate tax issues., • Collaborate with Managers and Partners on planning strategies and client deliverables., • Manage multiple engagements and deadlines across a diverse client portfolio., • Review the work of junior team members and provide mentorship and guidance. QUALIFICATIONS: Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • CPA preferred. Experience: • 2+ years of public accounting tax experience, preferably within real estate advisory services (REAS)., • Demonstrated experience with real estate clients and partnership taxation., • Strong understanding of Subchapter K, allocations, and tiered entity structures., • Experience with tax software (e.g., GoSystem, CCH Axcess) and advanced Excel skills., • Excellent analytical, organizational, and communication skills. Compensation: • Competitive annual salary in the range of $85,000 to $125,000 based on individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work., • Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com

Senior Financial Analyst (CONTRACT)

24 days ago

New York

Job Description JOB SUMMARY: The Senior Financial Analyst will be key Business Partner to various stakeholders within the company responsible for preparing financial analyses, maintaining current financial reports, and providing context and insight around the data. Develop methodologies to determine the effectiveness of initiatives on Retail Stores and Expenses with a focus on G&A Expenses. Analyze and report on historical, current and future trends in performance. Prepare reports for executive review. JOB RESPONSIBILITIES: • Business partner to Retail, Construction, and G&A teams, • Expense control, reporting, and analysis, • Financial guidance with focus on Investment Optimization and maximizing ROIs of Retail Stores, • Identify Risks and Opportunities within the business and provide Actionable analysis, • Monitor and control monthly Retail KPIs in collaboration with COO and Retail Directors:, • Provide Retail stores with monthly sales targets in accordance with budgets, • Calculate monthly and quarterly sales bonus for Retail store teams, • Communicate Labor hours budget and ensure productivity optimization in stores, • CAPEX Spend Tracking and Reporting, • Develop and maintain trackers of CAPEX with a view on Spend vs. ROI and BUD, • Participate in monthly accounting close process:, • Liaise with Accounting and provide accruals of incurred expenses not yet invoiced per Accounting rules, • Review monthly and YTD P&Ls and address variances to Budget/Forecast and LY with an extensive GL research for accuracy, • Generate reporting and hold month end meetings with key stakeholders to review results and address variances, • Financial Controls for Purchase Requisition process:, • Approve Purchase Requisitions for relevant departments and thresholds and ensure accuracy vs. Budget/Forecast, • Provide guidance on Expense coding and amount allocation as it relates to Accounting Rules, • Generate Reporting and partner with stakeholders to address areas of risk and opportunities, • Assist in the annual P&L Budget and quarterly Forecast Preparation/Development, • Create and distribute weekly and monthly reports to various levels of management, • Analyzing business results for key takeaways to help achieve business objectives, build consensus across various teams to expedite cost control initiatives and build understanding, • Go to for Reporting and Analysis development on Financial Reporting tool TM1, • Manage and deliver all ad hoc analysis, • Work effectively in a team environment, • All other duties or projects as assignedKEY PERFORMANCE INDICATORS: Key contributor to Top-line and Bottom-line company results REQUIREMENTS: EDUCATION BS in Finance, Accounting, or other quantitative field EXPERIENCE 3-5 years of experience in financial planning, analysis and modeling SKILLS • Retail/Wholesale experience, • Proficient in Excel, Power Point, Power BI and Other MS applications, • SAP or other comparable ERP system exposure All Applicants: L'Occitane's Privacy Statement United States Applicants Only: Employee Rights FMLA: Posters FMLA Special Rules for Returning Military Members (USERRA) Powered by JazzHR vxwmBIRzUM

Treasury Manager

20 days ago

New York

Job Description We are Rokt, a hyper-growth ecommerce leader. Rokt is the global leader in ecommerce, unlocking real-time relevance in the moment that matters most. Rokt’s AI Brain and ecommerce Network powers billions of transactions connecting hundreds of millions of customers, and is trusted to do this by the world’s leading companies. We are a team of builders helping smart businesses find innovative ways to meet customer needs and generate incremental revenue. Leading companies drive 10-50% of additional revenue—and often all their profits—from the extra products or services they sell. This economic edge unleashes a world of possibilities for growth and innovation. At Rokt, we practice transparency in career paths and compensation. We believe in transparency, which is why we have a well-defined career ladder with transparent compensation and clear career paths based on competency and ability. Rokt’stars constantly strive to raise the bar, pushing the envelope of what is possible. We are looking for a Treasury Manager Target total compensation ranges from $157,000 - $170,000, including a fixed annual salary of $140,000 - $153,000, an employee equity plan grant, and world-class benefits. Equity grants are issued in good faith, subject to company policies, board approval, and individual eligibility. About the Role: We are hiring a Treasury Manager to establish and institutionalize a world-class global treasury and cash application function at Rokt. Reporting to Finance leadership in New York, this role will transition our treasury operations from tactical execution to strategic excellence - de-risking our global footprint, maximizing cash efficiency, and unlocking significant bottom-line value. As Rokt manages a growing global cash balance across multiple currencies and jurisdictions, this role will actively mitigate FX and credit exposures, manage our bank relationships, modernize payments architecture, optimize capital allocation, and establish robust oversight over our Cash Application processes. This position is built for a scalable system-builder who leverages technology and AI as force multipliers to replace manual workstreams with automated, institutional-grade workflows. Responsibilities: Cash Management & Yield Optimization • Global Cash Positioning: Oversee day-to-day global cash positioning to ensure liquidity is dynamically optimized across 11+ legal entities and 7 currencies., • Weekly Rebalancing Strategy: Institutionalize and administer a rigorous rebalancing process to evaluate balances, forecast primary disbursements (tax, payroll, zip, partner payouts), and minimize low-yielding operating cash., • Yield Maximization: Execute yield-optimization policies leveraging Money Market Funds (MMFs) and short-term US Government-backed securities, targeting a competitive investment yield benchmark., • Marketplace Onboarding: Partner with third-party institutional platforms (e.g., ICD Money Market marketplace) to diversify credit exposure away from pure bank credit and access a broader universe of investment instruments. FX Strategy, Execution & Intercompany Management • FX Policy Enforcement: Implement and execute a structured FX policy restricting non-USD balances to 2-3 months of trailing gross burn to manage foreign exchange risk exposure to our target benchmark., • Spot Desk Execution: Lead professional FX spot execution with multiple institutions utilizing multi-dealer platforms to drive execution fee savings exceeding $300k annually., • Intercompany Netting: Collaborate with Accounting and Tax to execute and physically settle corporate intercompany netting treatments that organically eliminate currency exposures. Cash Application Oversight & Receivables Operations • Process Optimization: Standardize and supervise the global Cash Application workflow, ensuring customer remittances are accurately identified, matched, and applied against open receivables with minimal cycle times., • Exceptions & Discrepancy Resolution: Establish operational procedures to rapidly investigate unapplied cash, short-payments, and timing variances, collaborating directly with Commercial and Collections teams., • Bank-to-Ledger Automation: Design and deploy automated bank-to-ledger matching rules within ERP and treasury sub-ledgers to systematically eliminate manual data entry. Banking, Systems & Controls • Relationship & Account Management: Act as the primary administrator for Rokt's global banking footprint. Continuously execute account rationalization initiatives to eliminate redundant bank or legacy accounts., • Modernized Payments & Automation: Lead initiatives to automate partner payouts and cross-border clearings through direct system integrations, moving transaction volumes away from manual banking portals., • Controls & Governance: Design, enforce, and audit internal segregation of duties, approval matrices, and cash disbursement controls across all global systems interacting with capital. Cash Flow Forecasting & FP&A Collaboration • Collaborative Forecasting: Partner closely with the FP&A team to deliver highly precise, rolling cash flow forecasts that capture working capital nuances, partner payout velocity, and tax milestones., • Strategic Insights: Synthesize complex macro treasury assumptions (interest rate trajectories, hedging costs) to guide financial model planning, macro scenarios, and structural capital allocation. Operate the Rokt way • Take absolute ownership of institutional deadlines and treat financial accuracy like it is your name on the cover., • Contribute to a "whiteboard standard" operating model: simple, clear, explainable treasury systems that scale cleanly worldwide., • Embrace an AI-first mindset to automate repeatable workflows, reduce operational risk, and aggressively maximize personal leverage. What success looks like (first 6-12 months) • De-risked Footprint: Global non-USD cash exposure successfully rationalized down to the target, backed by a programmatic monthly execution rhythm., • Enhanced Net Yield: Mid-to-high six-figure annualized bottom-line gains through the successful activation of marketplace platforms and automated bank sweeping mechanisms., • Institutional Scale: Institutionalized automated cash application matching metrics and migrated key payment channels off manual portals into systemized API/host-to-host execution rails., • Frictionless Execution: Stakeholders experience Treasury and Cash Application workflows as an error-free, proactive engine marked by clear data transparency and a complete elimination of single-point-of-failure dependencies. Requirements About You: Must-have • Experience: Comprehensive corporate treasury or cash management experience within a high-growth tech environment or global multinational enterprise., • AI-First & Automation Mindset: Active deployment of modern tech stacks and AI tools to augment workflows, design automated dashboards, and systematically extinguish manual routines., • Analytical Rigor: Exceptional capability building cash flow logic models, reconciling multi-currency ledger balances, and processing unstructured banking data streams with flawless accuracy., • Systems Literacy: Familiarity managing complex multi-bank platforms, ERP cash sub-ledgers, or treasury management systems (TMS)., • Communication Clarity: Crisp and structured communication skills; able to synthesize complex market exposures or structural cash discrepancies into highly actionable advice for executive leadership. Nice-to-have • Direct background managing or optimizing Cash Application, order-to-cash (O2C), or accounts receivable systems., • Familiarity with financial platforms and marketplace environments such as ICD, 360t, or advanced financial planning software (e.g., Pigment)., • Professional designations such as CTP (Certified Treasury Professional). Benefits About Rokt’stars: As a mission-driven, hyper-growth community of curious explorers, our ambition is to unlock real-time relevancy in ecommerce and beyond. Our bias for action means we are not afraid to quickly venture into uncharted territories, take risks, or challenge the status quo; in doing so we either win or learn. We work together as one aligned team, never letting egos get in the way of brilliant ideas. We value diversity, transparency, and smart humble people who enjoy building a disruptive business together. We pride ourselves on being a force for good as we make the world better. About the Benefits: We leverage best-in-class technology and market-leading innovation in AI and ML, with all of that being underlined by building and maintaining a fantastic and inclusive culture where people can be their authentic selves, and offering a great list of perks and benefits to go with it: • Become a shareholder. Every Rokt’star gets equity in the company, • Enjoy catered lunch every day and healthy snacks in the office. Plus join the gym on us!, • Access generous retirement plans like a 4% dollar-for-dollar 401K matching plan and get fully funded premium health insurance!, • Dog-friendly office, • Extra leave (bonus annual leave, sabbatical leave etc.), • Work with the greatest talent in town, • See the world! We have offices in New York, Seattle, Sydney, Tokyo and London We believe we’re better together. We love spending time together and are in the office most days (teams are in the office minimum 4 days per week). We at Rokt choose to create a company that is as diverse and inclusive as the world we live in by attracting, growing & keeping the best talent. Equal employment opportunities are available to all applicants without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

VP, Regulatory Finance

5 days ago

Jersey City

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., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. About the role The VP, Regulatory Reporting is responsible for ensuring compliance with SEC, FINRA, CFTC, NFA, NMLS and state requirement, and applicable financial responsibility rules, including net capital, customer daily reserve computation, daily segregation/secured/swaps computation, FOCUS filings to FINRA and NFA, MSB Call Reporting and regulatory reporting requirements. The VP, Regulatory Reporting will oversee the firm’s regulatory financial reporting framework, support financial operations across affiliated U.S. entities, maintain strong internal controls, and serve as a key partner during regulatory examinations and financial audits. This individual plays a critical role in safeguarding the firm’s regulatory standing, financial integrity, and operational resilience. Office Location: Jersey City, NJ/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. What You'll Do • Maintain responsibility for broker-dealer and FCM financial regulatory compliance., • Prepare, review, and file all required regulatory filings, including: ￮ FOCUS Reports for both SEC/FINRA and CFTC/NFA ￮ Customer Daily Reserve Computations (Rule 15c3-3) ￮ Net Capital Computations (Rule 15c3-1) to be in compliance with SEC and CFTC rules ￮ SSOI, OBS, SIPC, and related regulatory filings ￮ MSB Call Reporting on NMLS and certain state filings • Monitor daily net capital to ensure ongoing compliance with regulatory thresholds., • State Money Transmission License application and renewal, • Support regulatory examinations and serve as a key contact for FINRA, SEC, CFTC, NFA and external auditors., • Support month-end, quarter-end, and year-end close processes for multiple affiliated entities. Ensure reporting accuracy, completeness, and audit readiness across financial and regulatory reporting functions., • Assist with the enhancement and maintenance of accounting, regulatory, and ICOC/internal control frameworks., • Organize and coordinate all financial audits, including annual audits, state audit and regulatory financial examinations., • Partner cross-functionally with Finance, Compliance, Operations, and Technology teams on process improvements and systems implementations., • Assist in developing scalable reporting and operational processes to support business growth and regulatory compliance., • Prepare standard and ad hoc financial and operational reporting for management and regulators., • Maintain and updates procedures and controls, including WSP, RCM, desk-top procedures., • Perform additional duties and special projects as assigned., • Manage and train teams as needed. Requirements What You Bring • Active Series 3 (National Commodities Futures Examination) & 27 (Financial and Operations Principal) license required., • Bachelor’s degree in accounting, Finance, or related discipline required., • 5+ years of broker-dealer and FCM FINOP and regulatory reporting experience preferred., • Strong hands-on experience with: ￮ Customer Reserve Computations ￮ Net Capital Calculations ￮ FOCUS Reporting for FINRA and FCM ￮ SEC Rule 15c3-1 and Rule 15c3-3 ￮ CFTC Regulations including daily segregation, daily secured, daily swap computation, SIDR filings • Strong understanding of broker-dealer and FCM accounting operations, regulatory controls, and financial reporting requirements., • Experience supporting FINRA, SEC, SEC, NFA and external audits/examinations., • Advanced Microsoft Excel skills, including complex reconciliations, formulas, pivots, and financial analysis., • Ability to manage competing priorities and meet strict regulatory deadlines in a fast-paced environment., • Excellent analytical, organizational, and communication skills., • High attention to detail, accountability, and operational discipline., • Experience in adopting and utilizing AI tools;, • Data sensitive and strong capabilities to identify process improvements opportunities and implementation;, • Professional management skills. Preferred Qualifications • Experience within a clearing and non-clearing FCM. Profound knowledge in futures business and experience with CME and futures exchanges, • Experience within an introducing and/or self-clearing broker-dealer environment., • Experience supporting fintech, digital assets, or high-growth financial services organizations., • Experience with financial systems implementations, automation initiatives, or regulatory reporting platforms. Benefits What We Offer • 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 $200,000 - $250,000. 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. Employment with Futu Holdings Limited, including all subsidiaries, is on an at-will basis. This means that either the employee or the Company may terminate the employment relationship at any time, with or without notice and with or without cause, subject to applicable law. Nothing in this job posting or description should be construed as creating an express or implied contract of employment or guarantee of employment for any specific duration. 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.

Head of Finance & Operations

14 days ago

New York

Job DescriptionAbout Avante Ask any employee to explain their benefits, and you'll likely get a confused shrug. Ask any HR leader if their benefits investment is working, and you'll get an honest "I don't know." For employees, benefits are confusing and overwhelming. For HR and finance leaders, benefits are the second-largest expense, but they lack the visibility to know what's working and what's wasted. At Avante, we're changing that. We're an AI-native benefits intelligence platform built to turn benefits complexity into clarity. For employees, our agent Carly provides personalized, always-on benefits guidance. For benefits leaders, our agent Ava monitors their entire program, surfaces what needs attention, and delivers strategic intelligence on costs, utilization, and outcomes in seconds. Together, these agents create a closed-loop system where employee engagement data informs benefits strategy, and smarter strategy improves the employee experience. We're based in Seattle and New York, and work 4 days a week in the office (one day remote). We're growing fast, serving enterprise customers like Samsung, Zscaler, and News Corp. The RoleAvante is hiring its first in-house Head of Finance & Operations. This is the senior-most finance role in the company, reporting directly to the CEO, with a seat on the leadership team. We need someone who shows up as a business leader first and a finance leader second, whose instinct is to build, create, and solve. You will be a true partner and challenger to the rest of the executive team, with the judgment to lead cross-functional calls and drive the company forward. You will own finance and the operating backbone of the company (financial planning and analysis, capital strategy, board support, people operations, legal and contracts, and business operations), but operational rigor at this level is expected, not the differentiator. What sets you apart is the ability to shape the big bets and build.What You'll DoFinance, Planning, and Capital Own the model, planning, and the numbers. Own forecasting and planning, build FP&A, accounting, and financial systems, and give the leadership team and Board a clear, current read on the business at all times. Define, track, and communicate the metrics that run the business: ARR, NRR, churn, gross margin, cash flow, and LTV/CAC. Steward capital and own board and investor relations. Act as a steward of capital, tell the ongoing financial and strategic story, engage investor networks, and represent the finance voice at board meetings. Stand up systems and controls. Put the right systems, oversight, and controls in place to support the next phase of our growth, without slowing the business down. Strategy and Leadership Work in sync with the CEO and CoS on operational rigor: Bring an independent point of view and lead transformative, cross-functional bets in capital deployment, resourcing, product pricing and how we constitute and run the team. Turn strategy into operating plans. Translate the CEO's and leadership team's priorities into financial and operating plans, budgets, and targets, then hold the business accountable to them with clear metrics and honest reporting. Operations, Legal, and People Run the operating backbone. Oversee people operations and HR, legal and contracts (including managing outside counsel), administration, and business operations. (Go-to-market and revenue operations sit with the CRO). Team and Ways of Working Use AI as a core part of how you work. We're an AI company. We expect this leader to change everyone’s idea of what is possible in this job because of how they use AI to model, analyze, draft, and build their own workflows. Build and lead the team. Decide what we hold in-house versus with external partners and contractors, and when, fractionally and full-time. Sequence the hires and develop the people who run finance and operations day to day. What We're Looking For Direct experience taking a company through series Seed into growth rounds and deploying meaningful capital. 8+ years operating across functions: FP&A, FinOps, revenue or business operations, investing or diligence, or operating roles in high-growth B2B software. A track record of influencing decisions well beyond finance, as a business partner, not just a finance operator. A bias to build, not just to govern. Your instinct is to create and solve, not only to stabilize and control. Experience with fundraising and investor/board relations. High ownership, a bias toward action, and comfort operating in ambiguity. Based in or willing to be in New York or Seattle, on-site four days a week. Nice to Have Experience managing finance-adjacent functions such as people operations, business operations, and legal. Experience moving a finance or operations function from fractional or outsourced to fully in-house. Experience carrying a company from Series A into its growth stage. Familiarity with HR, benefits, healthcare, or HR-technology buyers and markets. Bachelor's degree in Finance, Accounting, or related field required; MBA or CPA preferred. Our Values Our four values aren't aspirational. They translate into concrete operating tenets that shape how we make decisions every day. Beat Yesterday. We act on 70% of the information rather than waiting for certainty, then adjust. For a finance leader that means giving the team a usable answer today and refining it, not perfecting a model in isolation. We own our output regardless of how we produced it: AI can get you most of the way, but everything that goes out with your name on it is yours to stand behind. Embrace Type 2 Fun. Building a function from scratch is hard, and we find meaning in the work anyway. We assume good intent and follow up directly rather than venting in side channels. We do unscalable things today, every hand-built model and process, that become scalable advantages tomorrow. Stay Hungry, Stay Curious. We expect everyone to be the expert on AI in their function before anyone asks them to be, and at an AI company that bar is high. Learn the product, the domain, and the rest of the business well enough to ask good questions, and teach what you figure out. Act Like an Owner. We say the uncomfortable thing early and surface problems when they're small, not the week they become a crisis. We close the loop every time. No one at Avante should ever have to ask whether their question was seen twice. What We Offer Competitive base salary, and meaningful early-stage equity in a role with a path to CFO. Full benefits (medical, dental, vision, 401(k)). Avante is an Equal Opportunity Employer. We’re building a diverse, inclusive team and welcome candidates of all backgrounds.

Tax Senior Associate, Private Client Group

3 months ago

New York

Job Description Title: Tax Senior Associate, Private Client Group Department: Tax, Private Client Group Supervises: Junior Associates Role Type: Full-time Location: New York, NY, Palm Beach Gardens, FL, or Boca Raton, FL (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are seeking a highly skilled and motivated Tax Senior Associate to join our Private Client Practice team. The ideal candidate will have extensive experience in providing tax services to high-net-worth individuals, trusts, private foundations, estates, and family investment partnerships. The Tax Supervisor will play a key role in managing client relationships, overseeing tax compliance, and providing strategic tax planning advice to optimize our clients' financial positions. RESPONSIBILITIES: • Serve as the primary point of contact for high-net-worth clients and family offices, building and maintaining strong relationships based on trust and expertise., • Oversee the preparation and review of complex tax return filings for individuals, family investment partnerships, trust, gift, and estate tax returns., • Understand clients' financial goals and objectives, providing personalized tax planning and advisory services., • Ensure compliance with federal, state, and local tax laws and regulations., • Conduct in-depth analysis of clients' financial situations to identify tax-saving opportunities and minimize liabilities., • Develop and implement comprehensive tax strategies to optimize clients' financial positions., • Supervise and mentor junior staff, providing technical guidance and fostering professional development., • Collaborate with partners and senior management to develop and implement training programs for staff members., • Stay abreast of changes in tax laws and regulations, assessing their impact on clients and advising accordingly., • Conduct research on complex tax issues and provide innovative solutions to clients. QUALIFICATIONS: Education: • Bachelor's degree in accounting, finance, or related field., • CPA certification preferred. Experience: • 3 + years of experience in tax compliance and advisory services for high-net-worth individuals and families., • Strong knowledge of federal, state, and local tax laws and regulations., • Excellent analytical and problem-solving skills., • Exceptional client relationship management abilities., • Proficiency in tax software and Microsoft Office Suite., • Strong leadership and team management skills. Compensation: • Competitive annual salary in the range of $90,000 to $145,000 based on individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work., • Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com

Director of School Operations

10 days ago

New York

Job DescriptionSalary: $120,000 - $140,000 Director of School Operations OUR MISSION Innovation Charter High School (Innovation) nurtures students to be academically successful, mature, emotionally healthy, and equipped to lead self-directed and fulfilling lives. We embrace all students and we empower them to adapt, excel, innovate and lead. By instilling our core values of collaboration, tolerance, respect, activism, safety, and innovation, students will graduate prepared for success in college and careers. ABOUT INNOVATION Innovation Charter High School opened in 2010 to meet the needs of underserved youth in East Harlem, Upper Manhattan, and the Bronx. Since its founding, Innovation students have applied what they learn in the classroom to the real world through project-based and experiential learning. These experiences are transformative and prepare them for life after graduation. Today, Innovations 50+ instructional and student support staff serve around 400 students. Over 30% of our students have IEPs and over 90% are economically disadvantaged. We embrace all students, address their needs, and help them to realize their potential, through creative and engaging instruction with a college and career readiness focus. Innovation takes a restorative approach to discipline and focuses on building a collaborative school culture. We have developed close ties with the East Harlem community and with our co-located neighbor schools. We were the first charter school in New York City with a Career and Technical Education program in the culinary arts and the only charter school to participate in the NYC DoEs Software Engineering Pilot. Innovation students participate in a wide variety of sports, clubs, and extracurricular programs including performing arts, National Honors Society, and many more. POSITION SUMMARY Reporting to the Principal/CEO, the Director of School Operations (DSO) serves as the leader of all school operations and is responsible for the development and maintenance of structures that create the conditions for staff to support Innovation students and for Innovation students to learn and thrive. The DSO is a member of Innovations highly collaborative School Management Team (SMT), along with the Principal, Assistant Principal of STEM Instruction, Assistant Principal of Humanities & Intervention, and Director of College & Career Success and CTE. The DSO directly supervises six staff members working across various functions, including the Assistant Director of Human Resources and Talent, the Dean of Family and Community Engagement, the Dean of Academic Operations, the Manager of Student Recruitment and Academic Operations, the Manager of Technology and Facilities, and the Coordinator of School Operations while also collaborating closely with other SMT members, the Board of Trustees, and various external vendors and partners. RESPONSIBILITIES The DSO is tasked with the following responsibilities, either directly or through delegation to members of the Operations team and collaboration with outsourced support: Team & School Leadership (20%) • Serve as the senior leader of the Operations team including supervision of team members through effective delegation, performance management, and support/professional learning, • Create and maintain efficient, effective school operations systems and processes that support clarity and cohesion across operations workstreams; Ensure appropriate resource allocation, prioritization, and project management that supports effective delivery of all operations functions, • Collaborate with the Principal and other members of the SMT to communicate the schools vision and strategy and lead the school community to results for Innovation students and families and foster a culture of collaboration and continuous reflection and improvement among staff, • Maintain a consistent, visible presence throughout the school and model healthy adult-youth relationships and other behaviors that exemplify Innovations core values and collaborate with others on the School Management Team to ensure that arrival, lunch, dismissal, transitions, and other spaces are aligned to Innovations vision for school culture and serve as the adult presence in these spaces whenever necessary Human Resources & Talent Acquisition (20%) • Collaborate with the Principal and CEO, other school leaders, and Assistant Director of Human Resources and Talent to conduct effective workforce planning; Plan and manage the effective recruitment, hiring, and onboarding of highly qualified, mission aligned staff, • Manage staff compensation setting, performance evaluation, and termination processes in a manner that aligned with best practice, compliant with relevant laws and regulations, and grounded in Innovations values, • Collaborate with Innovations PEO and other vendors and consultants to maintain a best fit benefits plan/total rewards that is aligned to the schools budget and staff needs, • Ensure the schools compliance with workplace and employment laws, required record-keeping, and teacher certification in collaboration with Innovations PEO and the Assistant Director of Human Resources and Talent Academic Operations & Reporting/Compliance (20%) • Lead Innovations academic operations work including management and use of student data, schoolwide assessment and grading, and programming and student records, • Manage reporting to Innovations charter authorizer, NYSED, US DoE and other oversight entities, including data related to student discipline, students with disabilities, teacher certification, and charter renewal; Maintain an accurate reporting/compliance calendar and collaborate across teams to ensure the effective ongoing tracking of all relevant data and information, • Collaborate with and support the Board to ensure effective legal and procedural requirements related to governance, such as review and approval of the annual budget, Annual Report, audited financial statement, review of executive personnel, and Form 990 as well as oversight of meeting logistics, record keeping, and compliance with the New York Open Meetings Law, • Support school-wide efforts to leverage data for decision-making including collection, management, analysis, sharing, and action planning Financial Management & Business Operations (15%) • Effectively manage the school's financial resources, in accordance with the schools Financial Policy & Procedures Manual and Generally Accepted Accounting Principles, to build long-term sustainability and to support the school's mission, • Develop a sustainable annual budget that meets the schools needs in collaboration with the Principal and CEO, Board of Trustees, and Innovations financial planning consultants, • Supervise and support key Operations team members responsible for any aspects of financial management such as procurement and accounts payable; Work with outsourced financial planning support, the Principal, and the Board of Trustees to ensure financial stability, sound fiscal planning, effective asset management, adequate insurance and risk management, and full compliance with government and charter audit requirements Family Engagement & Student Recruitment/Enrollment (15%) • Maintain effective Front Office policies, procedures, and team management in order to effectively interface with the Innovation community, • Lead Innovations student recruitment and enrollment efforts including effective strategy development, goal-setting, resource allocation, marketing, and supervision of key staff, • Collaborate with SMT members and other staff to plan effective Parent/Teacher Conferences, engagement with the PTO, and a variety of events and opportunities for family involvement throughout the year, • Support collaboration with Counseling, College & Career Readiness, and other Innovation teams involved in Innovations full-service community school supports focused on youth mental health, substance use, vision exams, and other community needs Facilities/Technology/Safety (10%) • Lead Innovations efforts to maintain a safe, welcoming space and effective purchasing and maintenance of school materials, supplies, and equipment, • Ensure that the Operations team effectively interfaces with relevant vendors, consultants, co-located schools and community-based organizations, Building Council, School Safety, and other stakeholders in the JHS 99 building, • Lead Innovations efforts to maintain effective, appropriate technology infrastructure for students, families, and staff QUALIFICATIONS Experience • Minimum of three years in charter school operations leadership required (five or more years preferred), • Strong track record of systems or process development and leadership of school-wide initiatives, • Experience leading cross-functional teams and collaboration with other leaders is required; Experience supporting or collaborating with Boards or other governance entities is preferred, • Experience leading or supporting the human resources/talent function in an education setting is preferred, • Experience leading or supporting school financial management is required and may include budget development and management, procurement, or management of school finance vendors, auditors, or other outsourced support, • Experience with family engagement programming is required; Track record of leading school events, family involvement, student leadership, and community engagement preferred, • Experience working in schools that support underserved communities and/or student populations in urban areas is highly preferred Skills & Knowledge • Strong team management skills such as capacity to motivate and inspire teams, demonstrated ability to effectively lead through empowering others, and a balance of clear expectations, support, and accountability, • Interpersonal leadership skills such as strong ability to establish relationships, communicate collaboratively, set boundaries, hold space for difficult conversations, and build investment with a variety of stakeholder groups and individuals across a school community, • Knowledge of New York charter school compliance, reporting, and regulations, • Strong project management skills, detail orientation, and capacity to lead work that is high-stakes, complex, and cross-functional, • Understanding of talent acquisition, employee benefits/total rewards, performance management, and/or other essential aspects of human resources is highly preferred, • Knowledge of financial management systems and best practices for schools is highly preferred, • Knowledge of student information systems, registration/enrollment, and recruitment is preferred Values & Mindset • Passion for Innovations core values of collaboration, tolerance, respect, activism, safety, and innovation; Consistently model these values, • Deeply held belief in the power of diversity and community; An assets-based orientation to students, families, community, and staff, and a commitment to a school environment that fosters and respects the voices and opinions of students, • Deeply held belief in inclusive classrooms, in the value of high expectations, and in the idea that all learners deserve to have their needs met, • Adaptability, a solution orientation, and a systematic approach to achieving results, • Commitment to authentic collaboration and to the development and empowerment of leaders throughout the school community, • Belief in the importance of holistic support for young people, including restorative practices to strengthen relationships, and a full-service community school approach to meet the wide-ranging needs of students and families Other Qualifications • Bachelors degree required; Masters or other graduate degree in a relevant field highly preferred, • SHRM, PMP, or other relevant certifications are a plus, • Spanish language skills are highly preferred, • Authorization to work in the United States required Salary and Benefits This is a full-time, 12-month position and the ideal start date is mid-August, though an earlier start date is possible. Salary is commensurate with experience and qualifications and is in the range of $120,000 - $140,000 per year. Innovation offers an excellent benefits package including medical, dental and vision coverage, life insurance, and a 401(k) retirement plan with an employer matching contribution of up to 5%. Equal Employment Opportunity Innovation provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, pregnancy or any other characteristic protected by federal, state or local laws. *This search is being supported by talent consultant, Mike Jolley. Any questions or referrals can be directed to Mike at michael.jolley@innovationhighschool.org.

Investment Banking Analyst 2 Restructuring Advisory (Elite Boutique)

4 days ago

New York

Job Description Our client, an elite boutique investment bank, is seeking an Analyst 2 to join their restructuring advisory team. The Analyst will play a pivotal role in providing strategic advisory and financial solutions to clients facing complex restructuring and distressed situations. Your expertise will be essential in guiding clients through distressed debt, bankruptcies, reorganizations, and other restructuring transactions. This is an exciting opportunity to work with a dynamic team and gain exposure to high-profile engagements that have a significant impact on the global financial landscape. Key Responsibilities Strategic Financial Analysis: Conduct comprehensive financial analyses, including financial modeling, valuation, and benchmarking, to assess the financial health and viability of distressed companies. Thorough Due Diligence: Perform extensive due diligence on companies and their operations, identifying potential risks and opportunities. Prepare reports for senior management and clients, outlining findings and recommendations. Transaction Execution: Work with cross-functional teams to execute restructuring transactions, refinancing, asset sales, mergers, and acquisitions. Effective Documentation and Presentation: Prepare high-quality pitch books, confidential information memoranda, financial models, and other client-facing materials with accuracy, clarity, and professionalism. Market Research and Insights: Stay informed about market trends, industry developments, and regulatory changes related to restructuring and distressed situations. Share insights with the team to inform decision-making. Team Collaboration: Collaborate closely with senior bankers to coordinate and execute projects, fostering a collaborative and supportive team environment. Qualifications No Visas at this time; No H1B transfers. Education: Bachelor's degree in Finance, Economics, Business, or a related field. Experience: 1+ years of investment banking experience in leveraged finance, M&A, restructuring, or related fields, ideally with exposure to distressed situations. Technical Skills: Strong financial modeling skills and proficiency in Microsoft Excel. Knowledge of financial analysis tools and software is a plus. Solid understanding of accounting principles, financial statements, and valuation methodologies. Analytical Abilities: Excellent analytical and problem-solving abilities, with keen attention to detail. Communication: Exceptional written and verbal communication skills, with the ability to present complex ideas clearly and concisely. Project Management: Strong project management and organizational skills, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment. Team Dynamics: Ability to work effectively both independently and as part of a team, demonstrating a collaborative and proactive mindset. Professional Standards: High ethical standards and a commitment to maintaining confidentiality and client trust. Join our team and make a significant impact by assisting clients in navigating complex restructuring and distressed situations, shaping the global financial landscape through your expertise and strategic guidance.

Director, Investments - Institutional Business

24 days ago

New York

Job Description Job Summary The Director will lead the production and ongoing management of investment-related deliverables for the Company's institutional businesses, including Pension Risk Transfer (PRT), Funding Agreement Backed Notes (FABN), and the offshore reinsurance platform. This role serves as a senior technical and strategic resource across the institutional investment team, providing thought partnership to portfolio managers, independently driving cross-functional initiatives, and developing new analytical capabilities with minimal direction. A core focus of the role is portfolio oversight and decision support, requiring the ability to synthesize complex information, identify emerging issues, and recommend actionable solutions across ALM, new business, and in-force management workstreams. The position reports to the AVP of Investments and works closely with external asset managers and internal stakeholders across Investments, Treasury, Actuarial, Finance, and FP&A to ensure alignment, execution, and continuity of investment-related initiatives. Duties and Responsibilities Inforce Management/Asset Liability Management (ALM) • Analyze actual versus expected investment deployment related to new business flows; independently identify deviations, diagnose root causes, and recommend corrective actions., • Maintain an enterprise-level view of portfolio liquidity, cash positioning, and reinvestment capacity across products, legal entities, and asset classes., • Monitor portfolio runoff, liquidity needs, and reinvestment timing to support business growth and capital efficiency., • Track and evaluate asset-liability cash flow profiles and portfolio positioning relative to risk limits, investment guidelines, and strategic objectives., • Proactively identify emerging risks, inconsistencies, or misalignments before they become material issues. Strategic Asset Allocation (SAA)/New Business Planning • Lead the design, implementation, and ongoing refinement of Strategic Asset Allocation frameworks for the Company's institutional business lines and offshore reinsurance entities., • Partner with external asset managers and internal stakeholders to forecast asset needs and future purchase activity., • Evaluate new investment opportunities in the context of portfolio fit, liquidity, capital efficiency, and ALM objectives., • Provide analytical support for pricing, new business onboarding, and long-term portfolio planning. Tactical Asset Allocation (TAA) • Drive intra-year portfolio optimization to align asset allocation with evolving business needs, market conditions, and product-specific pricing considerations., • Assess trade-offs between yield, liquidity, risk, and capital impact when evaluating tactical allocation decisions. Investment Operations & Stakeholder Coordination • Liaise with Treasury, Middle Office, and Investment Accounting to ensure trade activity, cash movements, and data flows are accurate and timely., • Improve operational efficiency within cash management, portfolio reporting, and data processes through automation and process redesign., • Identify, investigate, and resolve data inconsistencies or errors across investment systems and reports., • Coordinate and manage consolidated portfolio reporting used for internal decision-making, actuarial modeling, and corporate planning., • Communicate investment activity, positioning, and directives clearly to external asset managers on a regular basis., • Collaborate cross-functionally with Actuarial and Finance/FP&A teams to translate investment activity into inputs for forecasting, modeling, and analysis., • Respond to ad hoc analytical requests from senior stakeholders with clear, concise, and decision-oriented outputs., • Assist in the development and informal mentoring of analysts or interns, as appropriate., • Serve as a senior thought partner to portfolio managers on complex analytical, modeling, and investment strategy questions — including ALM frameworks, reinvestment modeling, hedging strategy, and capital efficiency trade-offs — enabling the broader team to operate with greater speed and depth., • Proactively identify and lead new strategic initiatives across the institutional investment team, including model enhancements, process improvements, and analytical frameworks that expand team capabilities and support senior leadership decision-making. Experience and Education Requirements • Bachelor's degree in mathematics, economics, investments or related field, • 10+ years of investment-related experience, • CFA and/or ASA designation preferable Knowledge, Skills & Abilities • Advanced technical and financial modeling skills with the ability to automate/streamline current processes, • Effective verbal and written communication skills, • Superior analytical and problem-solving skills, • Proficiency in MS Excel and PowerPoint, • Familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar) #LI-JB1 #LI-Remote Additional Information Work Environments F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role. F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com. Join our employee-centric hybrid work environment: F&G Careers About F&G Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events. As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work. 1Top Workplaces USA 2022 – 2023 2Des Moines Register Top Workplaces 2018 – 2022 Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.

Investment accounting jobs in Jersey City, New JerseyCreate job alerts

Popular jobs searches in Jersey City, New Jersey

Popular investment accounting jobs locations