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

AWM – Private - Climate Risk and Value Creation - Associate Role Overview The AWM Private Climate Strategy platform plays a critical role in meeting climate regulations and providing expert advice, programs, tools, and capabilities, and strategic direction on climate throughout the division. Operating across Private Equity, Private Credit, Real Estate, Infrastructure, and Growth business sleeves, the platform aims to broadly share best practices, advise investment teams and divisional leadership, develop strategic partnerships, and enable investors and portfolio companies to meet climate-related regulations, client requirements and objectives. As part of the AWM Private's Sustainability & Impact team, the Climate Risk and Value Creation Associate will play a crucial role in developing the Climate Strategy platform and will support key components of the division's risk, regulatory, and reporting activities on climate as well as value creation activities, reporting to the Head of Climate Strategy for AWM Private. • Support the development of strategic frameworks for integrating the challenges and opportunities that climate change and the global energy transition may present to our business and investments. This role will act as an in-house expert and engage across the business, division, and firm., • Act as a crucial first-line risk manager to ensure alignment with evolving regulatory requirements, stakeholder expectations, and internal procedures., • Engage on value creation projects as a strategic thought and execution partner with portfolio companies and Client deal teams, • This role will support the Head of Climate Strategy for AWM Private. Key Responsibilities: • Lead day-to-day work on rollout of transition and physical risk analytics, including supporting the ongoing development and improvement of analytics, socialization and educational materials, and process integration into deal lifecycles, with guidance from the Head of Climate Strategy, • Advance value creation frameworks, tools, and advisory touches with portfolio companies on resilience, decarbonization, and product-related topics., • Monitor cross-regional regulatory requirements in climate and ensure climate risk, transition planning, and other related value acceleration programs appropriately reflect requirements, • Manage processes and relationships on regular GHG and climate risk reporting relationships at a fund and portfolio company level, • Oversee appropriate documentation, implementation, and road-mapping of quantitative improvements to tools and resources for portfolio companies and deal teams, • Advance communication and formalization of climate-related process integration through the development of management-level presentations, • Support bespoke and systematic diligence related to climate risk and opportunity assessments, • Support vendor relationship management with reporting and analytics providers, including the development of partnerships as needed across new capability areas, • Ensure alignment of reporting practices with regulatory requirements and standards as a first line of defense, • Act as a subject matter expert and frontline risk advisor for deal teams, other sustainability team members, and portfolio companies Education Qualifications: The ideal candidate will possess the following qualifications and key skills: • At least 2-3 years of experience in Financial Services or an investing related field and 5+ years of experience overall, • Strong demonstrated quantitative background and capabilities, with the ability to work in Excel and translate analytical concepts into documentation and to technical teams, • Willingness to dig up sleeves, build tools, and advance stakeholder conversations a must, • Experience developing executive-level written communication materials, strong relationship and stakeholder management skills, • Ability and willingness to quickly learn, deal with ambiguity, and adapt to changing circumstances, • Knowledge of climate-related scenario analysis, GHG accounting, decarbonization, resilience, reporting and target-setting frameworks, • Prior experience in a climate-related role in strategy, program management, risk management, or reporting strongly preferred, • A technical or hands-on background in engineering, energy efficiency, resilience preferred Position Tenure: We are seeking support for a five-month period terminating October 1, 2026 subject to onboarding and search timeline

A premier international AmLaw firm recognized for advising the world’s leading corporations, financial institutions, private equity sponsors, and investment funds is seeking a Senior Coordinator – Revenue Operations, Bankruptcy to join its high-performing Finance team in New York. This role sits within the firm’s sophisticated bankruptcy and restructuring practice, supporting complex, high-profile matters that require strategic oversight of billing, collections, court-related compliance, and revenue operations. The successful candidate will partner closely with attorneys, finance leadership, and key stakeholders to manage the full revenue lifecycle for bankruptcy matters, ensuring accuracy, efficiency, and compliance. This position offers a unique opportunity to work at the intersection of legal finance, client strategy, and operational excellence at one of the world’s most respected law firms. Key Responsibilities: • Manage the full revenue lifecycle for a portfolio of high-value bankruptcy matters and billing attorneys, ensuring compliance with court requirements, filing deadlines, and client guidelines, • Serve as a strategic business partner to attorneys and internal stakeholders, advising on billing strategy, inventory management, collections, and revenue optimization, • Analyze and manage Work-in-Progress (WIP) and Accounts Receivable (AR) to accelerate revenue realization and reduce aged inventory exposure, • Management, and operational efficiencies, • Ensure compliance with applicable financial regulations, billing protocols, and internal governance standards across the revenue cycle, • Prepare and present financial analysis, reporting, and inventory metrics to partners, finance leadership, and senior stakeholders to support data-driven decision making, • Mentor and collaborate with cross-functional finance and support teams to maintain exceptional service delivery and operational consistency, • Coordinate billing adjustments, credit notes, and matter maintenance activities while identifying opportunities for process improvement and best practices Qualifications: • Bachelor’s degree in Accounting, Finance, Business, or related field preferred, • 5+ years of professional experience, including experience within legal finance, revenue operations, billing, or accounting environments, • Prior exposure to bankruptcy billing, restructuring, and/or complex legal matters strongly preferred, • Strong analytical, organizational, and communication skills with the ability to manage competing priorities in a deadline-driven environment, • Proficiency with Elite/3E, • Proven ability to build relationships with senior professionals and operate effectively in a client-service focused, high-performance culture This is an exceptional opportunity to join one of the most respected firms in the legal industry and contribute to a collaborative team supporting sophisticated, high-profile matters on a global scale.

Controller - Endowment - Hybrid - Manhattan A mission-driven global investment organization overseeing a multi-billion-dollar portfolio is seeking a Controller. This role is based in Manhattan on a hybrid schedule. The Controller will serve as a key member of a lean investment office responsible for accounting, financial reporting, audit and tax coordination, and governance support across multiple investment entities. Responsibilities * Manage day-to-day accounting and financial reporting for investment entities, ensuring compliance with U.S. GAAP and internal policies. * Lead monthly, quarterly, and annual close processes, including journal entries, reconciliations, financial statement preparation, and expense management. * Oversee and review work performed by third-party fund administrators, including financial statements, expense allocations, and investor reporting. * Serve as primary liaison with external audit and tax providers and coordinate annual reporting cycles. * Identify financial reporting risks and implement mitigation strategies and process enhancements. * Provide technical accounting insight and assess impacts of evolving accounting standards. * Support governance activities, including preparation of committee materials, meeting coordination, and documentation. * Maintain policies, procedures, and internal controls for critical accounting and operational processes. * Manage vendor relationships and support cross-functional initiatives and special projects. Bachelor’s degree in Accounting or Finance. * 4+ years of relevant accounting or financial reporting experience (investment, endowment, fund, or nonprofit environment preferred). * CPA strongly preferred. * Strong analytical, quantitative, and communication skills with a proactive, self-starter mindset. * Exposure to asset allocation concepts and alternative investments is a plus.

We are partnering with a consulting platform focused on the alternative investment space on a senior hire within their hedge fund and private credit practice. This is a client-facing role working directly with COOs, CFOs, and operations leadership on a range of initiatives spanning system implementations, operating model design, and broader transformation efforts across middle and back office functions. Responsibilities: • Lead end-to-end client engagements across hedge fund and private credit clients, including system implementations and operating model enhancements., • Serve as a key resource on Geneva-related work, including implementations, upgrades, and integration efforts., • Advise on middle and back office processes including NAV production, reconciliation, shadow accounting, and investor reporting., • Partner with internal stakeholders and third-party administrators to improve fund accounting workflows., • Evaluate and support broader technology initiatives across portfolio accounting, data, and operational infrastructure. Requirements: • 7+ years of experience within hedge fund or credit operations, fund administration, or consulting., • Hands-on experience with Geneva, including configuration, workflows, or reporting., • Strong understanding of middle and back office functions across hedge funds or credit strategies., • Experience working with or alongside fund administrators and external service providers., • Ability to operate in a client-facing capacity and manage multiple workstreams.

About Alpha Alternatives Alpha Alternatives, a part of Alpha Group, is a fast-growing global consulting firm, focused on leading digital and operational transformation projects for the alternative investment industry (consisting of private equity, real estate, private debt, credit, and infrastructure). We are known for our expertise, innovation, and commitment to delivering exceptional value to our clients. Our people work side by side with our clients to help them identify, address, and resolve the key operational and technology challenges within alternative investments and financial services firms. We often find that some of the best innovation comes from within and our role is to help empower client teams to drive the change that is required. Collaborating and supporting our clients are the key attributes we look for in our consultants as well as professionals who have experienced the challenges and enabling technologies firsthand. The Opportunity As a Manager within our Real Assets North America Team, you will play a leading role in Alpha Alternatives' most dynamic and growing practice, helping clients better leverage technology and data to achieve their business goals. The ideal candidate brings a combination of deep industry knowledge, strong project leadership, and the ability to develop and manage both client relationships and engagement teams. You will lead client engagements end-to-end, taking ownership of project delivery, team coordination, and stakeholder management. You will be responsible for structuring workstreams, managing junior resources, and ensuring delivery is on time, on budget, and of the highest quality. A critical factor in your success will be your ability to build trusted advisor relationships with clients while fostering a collaborative, inclusive team environment. As you grow within the role, you will also be expected to contribute to business development efforts, proposal development, and the continued expansion of our Real Assets practice. Qualifications and Skills • 6-8 years of proven consulting experience, with at least 2 years in a project or engagement leadership capacity, • Bachelor’s degree in business administration, finance, accounting, information systems, computer science, or a related field; a focus on real estate is a plus but not required, • Master’s degree preferred but not required, • Demonstrated experience managing project teams, including structuring workstreams, delegating tasks, and developing junior consultants, • Track record of leading client engagements independently, with accountability for delivery quality, timeline, and stakeholder communication, • Strong project management skills, including the ability to manage multiple workstreams simultaneously, identify and escalate risks, and drive engagements to completion, • Process improvement mindset, with the ability to identify operational inefficiencies and take steps to improve processes and drive automation, • Excellent problem-solving skills and attention to detail; demonstrated ability to analyze complex challenges from multiple angles and develop practical recommendations, • Strong executive communication skills — written and verbal — with experience tailoring messaging for senior client stakeholders, • Experience in real estate investment management or real estate operations processes, data, and/or technologies preferred, • Highly effective interpersonal skills and emotional intelligence; ability to build lasting client relationships and navigate complex stakeholder environments, • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Project), • Willingness to travel to meet client needs, • Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning, • Flexible working: Work-life balance with flexible schedule, • Community events: We offer a range of social events and meetups, • 25 days’ holiday in addition to public holidays, • Supplemented medical, dental and vision coverage, • 401(k) with employer match, • Wellness initiatives to promote healthy working, including an allowance for remote working technology, • Access to discounted travel, tickets, events, and more through our benefit partner

Payroll Manager, Global Payroll Anticipated Start Date: As Soon as Possible Location: New York, NY Company Overview Slate Asset Management ("Slate") is a leading investor in global real estate and infrastructure assets with approximately $13 billion (CAD) in assets under management (as of December 31, 2025). Slate focuses on fundamentals with the objective of creating long-term value for our investors and partners across the real assets space. Slate's platform has a range of investment strategies, including opportunistic, value add, core plus, and debt financing. Slate's investment approach seeks to create long-term value with an emphasis on capital preservation and attractive returns. Slate continues to grow its global footprint, scaling its investment platform across strategies, geographies and asset classes. Slate is supported by a team of exceptional people across global office locations in the U.S. (New York and Chicago), Europe (London and Frankfurt) and Canada (Toronto), which enables the firm to originate and execute on a wide range of compelling investment opportunities. We operate in a collaborative and team-focused work environment that provides opportunities for growth, autonomy and career progression. We value entrepreneurial mindset, dedication and teamwork. Visit ___ to learn more. Position Overview Slate Asset Management is seeking a talented and experienced Payroll Manager to own and manage its global payroll across all of the firm's office locations. The successful candidate will serve as the firm's subject matter expert on all aspects of payroll, ensuring accurate, compliant, and timely payroll processing across six jurisdictions: the United States, Canada, the United Kingdom, Germany, Norway, and Ireland. This role partners closely with HR, Finance, Legal, and Tax to maintain compliance with local employment and tax regulations, support employee experience, and drive process improvements across the global payroll function. The successful candidate will report directly to the Chief Administrative Officer. Reports To: Chief Administrative Officer Other Key Relationships • Human Resources, • Finance, • Tax and Legal Major Responsibilities • Own end-to-end payroll processing for all employees across the US, Canada, UK, Germany, Norway, and Ireland, ensuring accuracy, timeliness, and compliance in each jurisdiction, • Serve as the primary point of contact for all global payroll matters, including escalations, audits, and regulatory inquiries, • Manage relationships with third-party payroll providers and ensure deliverables are met in accordance with service level agreements, • Maintain up-to-date knowledge of payroll legislation, tax regulations, and statutory requirements across all applicable countries, proactively communicating changes and their impact to Finance, HR, and Legal, • Prepare and review monthly payroll journals and reconciliations for integration into the general ledger, ensuring alignment with the firm's financial reporting, • Partner with HR on the processing of new hires, terminations, salary changes, bonuses, commissions, and other compensation events, ensuring all changes are reflected accurately and on time, • Manage payroll-related tax filings and remittances, including federal, state/provincial, and local obligations across all jurisdictions (e.g., W-2s, T4s, P60s, PAYE, Lohnsteuer, and equivalent filings), • Ensure compliance with statutory benefit and social contribution requirements across each country, including pension auto-enrollment (UK), social insurance (Ireland), health and social care contributions (Germany and Norway), and applicable US and Canadian equivalents, • Perform and oversee foreign currency payroll transactions and coordinate with Finance on FX considerations and intercompany recharges, • Support year-end payroll close processes globally, including reconciliation of payroll tax accounts and coordination with external auditors and tax advisors, • Maintain payroll records, documentation, and internal controls in accordance with local data privacy regulations, including GDPR requirements applicable to European payrolls, • Identify and implement opportunities to streamline payroll workflows, improve system integrations, and enhance controls and reporting accuracy, • Contribute to budgeting and forecasting of compensation-related expenses in partnership with the HR and Finance team, • Support equity compensation administration (e.g., carried interest, co-investment programs) as it relates to payroll tax withholding and reporting Qualifications and Experience • University degree in Accounting, Finance, Human Resources, or a related field; CPP (Certified Payroll Professional) or equivalent designation preferred, • 6+ years of progressive payroll experience, with at least 3 years managing multi-country payroll operations, • Demonstrated hands-on experience processing payroll across multiple jurisdictions, with specific experience in the US, Canada, UK, Germany, Norway, and/or Ireland strongly preferred, • Strong working knowledge of local payroll tax regulations, employment law requirements, and statutory reporting obligations across applicable countries, • Experience managing third-party payroll vendors and holding providers accountable to service and compliance standards, • Familiarity with payroll and HRIS platforms (e.g., Dayforce or similar global payroll systems), • Solid understanding of payroll accounting, general ledger integration, and month-end close processes, • Strong Excel proficiency; experience with financial reporting and payroll reconciliation tools, • Exceptional attention to detail with the ability to manage multiple payroll cycles and deadlines simultaneously across time zones, • Excellent communication skills with the ability to work cross-functionally with HR, Finance, Tax, and Legal teams globally, • Strong understanding of GDPR and data privacy obligations as they relate to employee payroll data, • Experience in a fast-paced, transaction-driven environment, ideally within financial services, private equity, real estate, or asset management Cultural Values • High Integrity, • Collaborative / Team Oriented, • Creative / Curious, • Flexible / Desire to Step Out of Your Comfort Zone, • Owner's Mindset / Accountability / Responsibility, • Humility The successful candidate will also be eligible for a discretionary bonus, as well as a comprehensive benefits package, which includes medical, dental and vision coverage, PTO, 401K match and other employee benefits.

Junior Analyst – Health Care Real Estate A leading, healthcare-focused private real estate investment firm is seeking a highly motivated, detail-oriented team player to join its Acquisitions Team. Based in New York, the candidate will play a key role in evaluating and executing new investment and divestment opportunities, performing due diligence, structuring transactions, reviewing deal documents, and managing investments post-close. Principal Duties and Responsibilities • Identify and evaluate potential healthcare related real estate investment opportunities., • Perform detailed underwriting on investment targets, highlighting key performance trends, and benchmarking healthcare operator performance against industry norms., • Develop and validate assumptions to build 3-to-5-year projection models., • Manage the preparation of investment memoranda, alongside a small deal team, in addition to any other internal/external presentation materials., • Participate in the structuring and evaluation of new investments., • Interface and work closely with both internal and external parties, including deal intermediaries (bankers/brokers), target and portfolio company management teams, operating partners, lenders, consultants and due diligence providers, legal counsel, etc., • Various other acquisitions and portfolio related tasks, as directed by management. Experience, Skills and Abilities Required • 1 - 5 years prior real estate underwriting and transaction experience – CRE/healthcare is a plus., • Proficient in modeling dynamic property cash flows, levered cash flows, and waterfalls in excel., • Familiarity with real estate related legal documents (including but not limited to loan documents, commercial leases, and joint ventures)., • Minimum Bachelor’s degree in business, finance, economics, accounting, real estate, or other related fields., • Proficient in Microsoft Excel, PowerPoint, and Word., • Strong organizational and deadline management skills., • Analytical, detail-oriented, and able to comfortably multi-task., • Intelligent and practical problem-solving skills., • Comfortable with ambiguity, open-ended assignments, and an entrepreneurial atmosphere., • Self-starter, dedicated and professional demeanor capable of thriving in an intense, high-energy, transaction-driven environment., • Excellent oral and written communication skills., • Ability to build and contribute to a team environment. Please note: This is not a remote position. Please do not reach out directly to employees of the firm.

Job Title Leveraged Finance Risk Corporate Title Vice President Location New York, NY Overview The Risk Senior Lead works closely with the Investment Banking and Infrastructure business units to effectively monitor and manage credit risk for the leveraged lending loan portfolio. As a Vice President you play an integral role in contributing to the success of Deutsche Bank’s leveraged lending franchise and developing junior talent. You will partner with coverage banking and other risk teams to analyze leveraged transactions and manage a portfolio of leveraged counterparties. You will also play a critical role in ensuring adherence to all credit policies, associated governance, internal data quality, and regulatory reporting as well as participate in regulatory audits. As a professional with experience, you will see a wide variety of lending products across various industries to provide solutions to Deutsche Bank clients. What We Offer You • A diverse and inclusive environment that embraces change, innovation, and collaboration, • A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days, • Employee Resource Groups support an inclusive workplace for everyone and promote community engagement, • Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits, • Educational resources, matching gift, and volunteer programs What You’ll Do • Support the review and credit approval of leveraged finance transactions including LBOs, mergers and acquisitions (M&A) financings, hold commitments and other requests, ensuring that exposures are consistent with the Bank’s risk appetite, • Perform due diligence, lead financial modeling, valuation, and legal term reviews, and prepare detailed credit recommendations for approval with relevant approvers and, where appropriate, present at credit committees, • Ensure that credit approval documentation is consistent with the Bank’s policies and applicable regulations, • Manage the hold book in conjunction with the Industry Head, credit monitoring team and front office, • Assist in interactions with auditors and regulators and support related reporting requirements, • Manage diverse internal projects How You’ll Lead • Build relationships with the front office colleagues, challenging assumptions while providing constructive feedback, • Communicate credit views to senior management and help mentor and manage junior staff, • Lead responses and discussions related to audit and regulatory inquiries Skills You’ll Need • A Bachelor’s degree in Accounting, Finance or Economics from an accredited college or university and a minimum of moderate experience, • Strong credit risk analysis skills (leveraged finance experience is a plus) as well as knowledge of financial modeling/forecasting and valuation methodologies, • Knowledge of investment and commercial banking products such as RCF, Term Loans, Bridge Financings, Derivatives (swaps, FX, etc.), cash management, and trade finance products, • Advanced proficiency in Excel, Word, and Power Point, • Experience managing and mentoring junior talent Skills That Will Help You Excel • Ability to work independently and manage multiple priorities under time pressure, • Understanding of leveraged finance markets, loan documentation and regulatory standards, • Strong communication skills and the ability to explain potentially complex and nuanced transaction structures to relevant stakeholders, • Desire to go above and beyond to exceed expectations with work product, • Demonstrating core Deutsche Bank values, teamwork mindset, entrepreneurial drive and skillset Expectations It is the Bank’s expectation that employees hired into this role will work in the New York office in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York, NY is $125,000 to $203,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click ___ to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees ___ The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email . #LI-HYBRID We strive for a ___in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view ___ and the following notices: ___; ___; and ___.

Senior Fund Accountant Job Overview: A high-growth credit and special situations investment manager is seeking a Senior Fund Accountant to join its collaborative finance team. Managing multiple vehicles and SMAs, the firm offers a strong cultural environment, excellent benefits, and a real opportunity for growth. Compensation: 100-140k +bonus Location: New York Hybrid (1–2 days in office/week), reverse commute from NYC. Responsibilities: • Prepare and review financial reports for internal stakeholders., • Reconcile internal records with NAV packages from fund administrators., • Prepare quarterly unaudited financials and assist with annual GAAP financial statements., • Calculate management fees and develop waterfall models., • Manage capital call and distribution allocations and notices., • Provide audit support and compile regulatory data., • 3–5 years of experience in public accounting or relevant in-house fund accounting., • Exposure to credit products is highly preferred., • Fund accounting system experience is a plus., • Strong understanding of credit-focused products, including loans and debt instruments. Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion. #46987

About 26North 26North is a next-generation, integrated, multi-asset class investment platform, founded by Josh Harris. 26North provides investment advice and opportunities to its clients related to a variety of investment strategies, including, but not limited to, private equity, credit, and insurance and reinsurance solutions. Josh Harris and the 26North team bring decades of experience managing third party capital to help clients achieve their financial goals while leaving a lasting impact on the communities they serve. As of December 2025, 26North has approximately $35 billion in assets under management. For more information, visit us at ___. Job Description 26North is seeking an Assistant Controller to play a critical role in supporting the growth of our insurance and reinsurance businesses. The platform has two reinsurance companies in Bermuda with approximately $10 billion in assets with two cedants, two credit facilities, two co-investment entities, and a holding company. The platform has significant commitments from third party investors to drive expansion of the balance sheet. As an Assistant Controller, you will have responsibility for a broad range of activities including building a control-based infrastructure for the consolidated accounting and reporting of our reinsurance business under STAT/GAAP/EBS methodologies. The role will be responsible for forecasting the business and comparing actual results to the forecast for consumption by key stakeholders including the founder of 26North and the board. The role will also be responsible for managing the Bermuda-based management team and overseeing the day-to-day finance and accounting operations of the companies. The ideal candidate brings a strong alternatives accounting and insurance foundation, thrives in a high-growth environment, and is excited to take ownership of critical deliverables while continuously improving processes and infrastructure. Responsibilities • Design and implement financial and operational best practices to support the growth and evolution of the platform, • Build and oversee the accounting function including internal and outsourced providers, • Research and design strategies and systems to improve efficiency as it pertains to accounting and financial reporting, • Oversee the preparation of the quarterly financial statements, capital account statements, marketing letters, performance reporting, capital calls, distribution notices, settlement reports, • Perform management fee calculations, expense accruals, budgeting, and forecasting, • Collaborate with investment professional, legal and compliance, business development, and operations to ensure proper controls are in place to support current and future business Qualifications • 5-12+ years of experience in a related function (insurance accountant, consultant, financial advisor), • Experience with STAT/GAAP/EBS preferred, • Investment Accounting and/or financial planning experience preferred, • CPA preferred, • Experience in collaborating with executive leadership and third-party partners to drive operational performance and shape a culture that is focuses on continuous improvement, • Ability to work and think independently under time constraints, • High commitment and strong self-motivation with an entrepreneurial spirit, • Exceptional attention to detail and ability to prioritize and manage multiple deliverables, • Strong track record and demonstrated commitment to upholding our core values of excellence, teamwork, stewardship, integrity, and respect Benefits 26North offers a competitive base salary and discretionary bonus based on performance as well as a comprehensive benefits package. Passionate about the teams we support and the communities where our teams operate, we offer opportunities to enjoy the love of the game together, including complimentary and discounted tickets to games, concerts and other events. 26North is an Equal Opportunity Employer. The base salary for this position is expected to be between $140,000.00 and $225,000.00. The base salary offered to the chosen candidate will be commensurate with a candidate’s relevant experience and other qualifications for the position, as determined by the Company in its sole discretion.

Summer Investment Banking / M&A Internship (12 Weeks) Location: Remote / Hybrid (Dallas, TX preferred) Duration: 12 Weeks | Summer 2026 Compensation: Paid Internship (competitive; based on experience) About the firm: Bank is a lower-middle-market M&A advisory and investment banking firm focused on helping founder-owned businesses maximize value through strategic exits, capital raises, and financial advisory services. The firm specializes in optimizing EBITDA, driving competitive auction processes, and negotiating favorable deal terms for business owners across healthcare, telecom, technology, B2B services, consumer products, and other industries with more than 50 closed deals and over $700M in transaction value. Internship Overview EGIS Careers is seeking highly motivated, analytical, and entrepreneurial students on behalf of the bank for a 12-week Summer Internship program. This internship offers direct exposure to live M&A transactions, private equity processes, financial analysis, investor outreach, and strategic advisory work. Interns will work closely with senior leadership and transaction teams supporting active engagements for founder-owned businesses. This is an exceptional opportunity for candidates interested in investment banking, private equity, corporate finance, strategy consulting, or entrepreneurship. What You’ll Do • Conduct industry, company, and market research across multiple sectors, • Assist with financial analysis, valuation modeling, and transaction materials, • Support preparation of pitch decks, CIMs (Confidential Information Memorandums), and investor presentations, • Analyze financial statements and identify EBITDA optimization opportunities, • Participate in buyer/investor research and capital markets outreach initiatives, • Assist with due diligence and quality of earnings preparation, • Help manage CRM data, buyer lists, and transaction tracking processes, • Collaborate with deal teams on active M&A and capital raise engagements What We’re Looking For • Current undergraduate or graduate student pursuing Finance, Accounting, Economics, Business, or related field, • Strong academic performance with demonstrated analytical ability with a minimum of 3.5 GPA, • Ideal candidate has deal experience within sell-side M&A, • Interest in investment banking, private equity, M&A, or corporate finance, • Advanced Excel and PowerPoint skills preferred, • Strong written and verbal communication skills, • Ability to manage multiple projects in a fast-paced environment, • High attention to detail and strong work ethic, • Self-starter mentality with an entrepreneurial mindset Preferred Qualifications • Previous internship experience in finance, consulting, accounting, or corporate strategy, • Investment Banking Internship experience is a plus and those candidates will be prioritized, • Familiarity with financial modeling and valuation methodologies, • Experience using CRM or financial databases is a plus, • Interest in lower-middle-market businesses and entrepreneurship What Interns Will Gain • Hands-on exposure to real-world M&A transactions, • Mentorship from experienced investment banking and private equity professionals, • Direct experience working on live deals and strategic advisory projects, • Development of technical finance and valuation skills, • Exposure to investor communications and transaction negotiations, • Networking opportunities with founders, investors, and senior executives, • A strong foundation for careers in investment banking, private equity, consulting, or corporate finance

Job Title: Equity Research Associate – Power Technology and Infrastructure Location: New York, NY Firm Overview: Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations worldwide. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and strong relationship building. Our structure allows us to respond quickly to client needs, develop solutions to complex challenges, and attract talented individuals driven to succeed in a collaborative, entrepreneurial environment. Responsibilities: Cantor Fitzgerald is seeking a highly motivated Equity Research Associate to join its Industrials and Infrastructure research team in New York City. This role offers the opportunity to work closely with a senior analyst covering leading companies in the sector and to contribute meaningfully to research used by top institutional investors. The position provides strong exposure to company management teams, institutional clients, and internal partners in a fast-paced, intellectually demanding environment. Key responsibilities include: • Assisting in the preparation of comprehensive equity research reports on companies within the Industrials and Infrastructure sectors, • Building, maintaining, and updating detailed financial models, forecasts, and valuation analyses, • Conducting primary and secondary research, including channel checks, expert interviews, and broader industry analysis, • Participating in meetings and calls with company management teams and industry experts, • Collaborating with sales and trading professionals to communicate research insights to institutional clients, • Attending investor meetings and industry conferences to enhance sector knowledge and support relationship-building Qualifications: Educational Qualifications: • Strong academic background with demonstrated analytical and quantitative capabilities, • Experience or demonstrated ability in financial modeling, valuation techniques, and investment research, • High attention to detail with strong written and verbal communication skills, • Intellectual curiosity, persistence, and a proactive, self-starting mindset, • Ability to manage multiple projects and deadlines in a fast-paced environment, • Prior full-time experience in equity research, investment banking, or a related financial role, • CFA designation or active candidacy is a plus Salary: $120,000 – $140,000 The actual base salary will be determined on an individualized basis considering a wide range of factors, including but not limited to relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off, and a 401(k) retirement plan), this position may be eligible for additional compensation, including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.

Director of Financial Planning + Analysis for Luxury goods company Location: New York, NY (3 days onsite/2 days remote) Compensation: $190K - 200K + bonus potential + comprehensive benefits + 401K match + PTO About the Company: Luxury Fragrance House has established itself as one of the most renowned, leading fragrance houses within the luxury market today. Founded in 1961, the Maison is known for its mix of iconic scented candles, personal fragrances, bath and body products, and home décor. Its flagship boutique is in Paris. Director of FP&A Role Overview: Location: NYC office Reports to: CFO/COO Team Size: Leads 3 FP&A managers Key Responsibilities Financial Planning: • Lead annual budgeting, monthly closings, quarterly reforecasting., • Analyze margin, contribution by channel/product., • Manage inventory financial performance., • Partner on Opex management for efficiency and cost improvement., • Oversee Capex evaluation and investment profitability., • Control departmental financial activities including cost control., • Provide variance analysis to identify risks/opportunities., • Translate strategic plans into realistic budgets with action plans., • Define and monitor KPIs for financial and operational metrics., • Challenge assumptions, provide strategic insights for executives., • Optimize ERP setup for data quality and process efficiency., • Lead continuous improvement initiatives., • Assist in policy/procedure establishment., • Ensure compliance with accounting, financial controls, authority levels., • Lead and develop FP&A managers., • Foster growth mindset and continuous improvement culture., • Build partnerships across departments and HQ (France)., • Bachelor’s degree in Finance, Accounting, or related (MBA preferred)., • Proven experience as Director of FP&A or similar, preferably in luxury or consumer goods company, • Strong skills in financial analysis, budgeting, forecasting, modeling., • Proficiency with financial reporting tools (Excel, planning software)., • Excellent communication and presentation skills., • Collaborative with cross-functional teams and senior executives., • Business-driven, proactive self-starter., • Solution-oriented mindset., • Change management capability. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting ___. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Vice President of Finance Location: New York, NY Reports to: CEO & Founder Level: Executive Leadership Role Overview We are seeking a seasoned and strategic Vice President of Finance to lead the financial function of a growing fashion business. This is a critical executive role, reporting directly to the CEO, responsible for shaping the company’s financial strategy, driving long-term growth, and ensuring financial discipline across the organization. The VP of Finance will be a key thought partner to the CEO and leadership team, providing insight, rigor, and leadership as the business scales. Key Responsibilities • Serve as a strategic finance partner to the CEO and executive leadership team, contributing to company-wide decision-making and long-term planning, • Own the overall financial strategy, including forecasting, budgeting, and multi-year financial planning, • Lead all core finance functions including accounting, treasury, tax, and financial reporting, • Deliver timely, accurate financial reporting and insights to support strategic and operational decisions, • Oversee cash flow management, working capital, and capital allocation to support growth and profitability, • Establish and monitor KPIs to drive performance, margin improvement, and operational efficiency, • Partner closely with Merchandising, Operations, Supply Chain, and Sales to support pricing, inventory, and margin strategies, • Lead financial modeling for new initiatives, channel expansion, and investment opportunities, • Ensure strong internal controls, compliance, and risk management across the business, • Manage relationships with external partners including auditors, banks, and advisors, • Build, lead, and develop a high-performing finance team, setting best-in-class processes and standards Qualifications & Experience • Extensive senior-level finance leadership experience, Experienced in working in multi-channel retail business is a must., • Proven track record in a VP of Finance, Finance Director, or similar executive role, • Deep expertise in financial planning, analysis, and reporting within a fast-paced, growth-oriented environment, • Strong understanding of inventory-driven businesses, margin management, and working capital dynamics, • Experience partnering directly with a CEO and board-level stakeholders, • Exceptional analytical, strategic thinking, and problem-solving skills, • Hands-on leadership style with the ability to operate at both strategic and operational levels, • Experience navigating scale, complexity, and change within an evolving organization What We’re Looking For • A confident, credible finance leader with strong executive presence, • Someone who can balance financial rigor with commercial agility, • A proactive leader who anticipates challenges and drives solutions, • A trusted advisor who can influence across functions and at the highest levels Salary: $195,000+

Bonus, Fully Paid For Benefits/Unlimited PTO This Jobot Job is hosted by: Sheldon Collins Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $160,000 - $180,000 per year A bit about us: Our client is a leading aerospace and defense company in Denver. Why join us? • Competitive Compensation Package!, • Complete Fully Paid For Benefits Package!, • Accelerated Career Growth! Job Details This role offers a unique opportunity to work on high-impact strategic initiatives, including M&A activity, financial planning, and executive-level decision support. The ideal candidate will have a background in investment banking, private equity, or a related field, and a passion for supporting innovation in a fast-moving industry. Responsibilities: • Design and manage financial models, forecasts, and budgets to drive business strategy and planning, • Evaluate acquisition opportunities through financial due diligence, valuation modeling, and synergy assessments, • Contribute to transaction execution, including deal structuring, advisor coordination, and integration efforts, • Lead monthly, quarterly, and annual reporting processes with detailed variance analysis and performance tracking, • Conduct market and competitor research to identify growth opportunities within the aerospace sector, • 1–3 years of experience in investment banking, private equity, or related financial roles, • Strong financial modeling, valuation, and analytical expertise, • Solid understanding of corporate finance and accounting principles Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job Description Responsibilities: • The principal responsibility of this position is to provide executive administrative support to members of the Secondaries (AlpInvest) team. This team is comprised of mostly Associate and VP level stakeholders with support ranging for 15 to 18 individuals., • Proactively maintain calendar, and tasks (primarily done through Microsoft Office); schedule and coordinate internal and external meetings and events, including tracking attendance, registering and greeting guests, ordering, setting up and taking down catering in meeting rooms., • Expenses: Review, edit and complete expense reimbursement reports monthly (which can involve appropriate foreign currency conversions) primarily using Concur; work with AP for timely payments and track reimbursements. This role is heavy expense management moreso than any other function., • Coordinate complex and ever-changing domestic and international travel arrangements, which include flights (commercial and private), hotel reservations, car service, internal and client meetings, and events, etc, • This also includes checking managers into flights, tracking flights (and weather), and troubleshooting travel problems, if they arise, including after hours or on weekends, as needed, • Booking conference rooms, booking lunch/dinner reservations, planning team events and assisting with team conferences including managing conference attendance and memberships to business organizations, • Phones: For senior Investment Professionals, answer phone lines and take messages as needed, • Signatures: Facilitate getting signatures and sending-back to counter-parties outside the firm, specifically with respect to confidentiality agreements, • Documentation Management: Manage digital and hard copy filing of highly confidential, pertinent deal information, including the creation of documents from disparate sources of information, • Perform general administrative and office tasks including, but not limited to, preparing correspondence, file organization, data entry, maintaining contact lists and process documents, archiving and preparing and printing pre-meeting materials for review, • Provide general administrative and office support as requested, moderate copying/filing/faxes, etc, • Prepare, print and, where necessary, ship presentation materials to ensure such materials are available for team onsite and during travel, • Collaborate with IT (in a remote office) to ensure that audio/visual components are set up and functional in advance of meetings, • Maintain confidentiality of all sensitive and confidential issues, • Build strong professional relationships with colleagues in all Carlyle offices worldwide, • Teamwork: work as part of a collaborative team of EAs to ensure appropriate coverage and maintain team records and resources to ensure business continuityCompany DescriptionAtlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information technology, human resources, and office / accounting support professionals. Our clients range from Fortune 500 to start-ups and we service all industries ranging from Financial Services to Media & Entertainment. We were founded on the principle of relationships; our firm has been built on partnering with candidates and clients with a focus on their long-term interests. We provide Technology professionals like yourself on a permanent basis for our clients across all industries. Specialties include: Software Engineers, Web Developers, iOS/Android Engineers, Data Analysts, Business Intelligence, Data Engineers, Data Scientists, Help Desk/Desktop Support, Systems Administrators/Engineers, Network Administrators/Engineers, Cloud/DevOps Engineers, Application Support, Business Analysts, Project Managers, IT Managers, CTOs, etc.Atlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information technology, human resources, and office / accounting support professionals. Our clients range from Fortune 500 to start-ups and we service all industries ranging from Financial Services to Media & Entertainment. We were founded on the principle of relationships; our firm has been built on partnering with candidates and clients with a focus on their long-term interests. We provide Technology professionals like yourself on a permanent basis for our clients across all industries. Specialties include: Software Engineers, Web Developers, iOS/Android Engineers, Data Analysts, Business Intelligence, Data Engineers, Data Scientists, Help Desk/Desktop Support, Systems Administrators/Engineers, Network Administrators/Engineers, Cloud/DevOps Engineers, Application Support, Business Analysts, Project Managers, IT Managers, CTOs, etc.

Job Description Join a globally respected real estate investment organization! With a presence across North America and Europe, the company combines deep industry expertise with a collaborative, growth-oriented culture. This Senior Accountant role offers a dynamic opportunity to work across a wide range of accounting functions within a fast-paced, international environment. You’ll play a key role in financial reporting, analysis, and process improvement while gaining exposure to complex transactions and evolving accounting standards. Key Responsibilities: · Prepare and review journal entries for complex transactions (acquisitions, dispositions, lease modifications, loan payoffs) in accordance with US GAAP, including recurring monthly and quarterly entries · Support the quarter-end close and consolidation process, including preparation of 10-K and 10-Q disclosures · Perform financial analysis, including variance analysis, peer comparisons, and detailed commentary on income statement and balance sheet accounts · Manage and analyze intercompany and related-party transactions, including reconciliations and supporting documentation · Collaborate with domestic and international accounting teams on ad hoc analyses, reporting requests, and cross-functional projects · Drive process improvements by identifying opportunities to modernize and automate accounting workflows, while supporting audit requests and preparing required schedules For immediate consideration please email Ben.Turnbull@roberthalf. · Bachelor’s degree in Finance, Accounting or related field · 2+ years of experience · CPA highly preferred · Strong analytical skills with attention to detail and accuracy · Excellent communication and collaboration skills across cross-functional teams

Job Description Position: Collections Specialist Location: Midtown, NYC (Hybrid) Salary: $70K – $85K Growing Law Firm seeks A Collections Specialist to join their Team Responsibilities: • Provide daily oversight and support of Accounts Receivable accounts, • Prepare custom collection related reports utilizing ARCS and Elite, • Liaison with partners and clients, • Monitor and maintain top 200 client investment reports and ensure that invoices are generated and paid., • Assist billing department, • Provide troubleshooting support for partners and clients when billing or collection issues arise, • Utilize computerized accounting and billing software programs to enter and compile data., • Pre-review of prebills for accuracy and non-billable entries (per specific client guidelines or minimal dollar value) prior to forwarding to attorneys for review. Essential Knowledge, Skills and Competencies: • Extensive experience with collection calls, • Thorough knowledge of MS Office applications including Word with Advanced knowledge of Excel, • Experience with Aderant or Elite preferred, • 2+ years of experience required, preferably in a law firm or professional services environment, • Ability to work under pressure and meet deadlines, • Ability to manage multiple priorities and adjust to changing priorities in a professional manner

Job DescriptionBenefits: • 401(k), • Dental insurance Role Overview The Treasury Analyst is part of the Treasury Operations team, responsible for cash management and banking operations. This role supports daily cash positioning, treasury operations, financial systems, and analysis of treasury activities. Key Responsibilities • Prepare and manage daily US cash positioning to ensure liquidity., • Initiate, track, and confirm wire payments; maintain accurate records and documentation., • Coordinate with banks to manage transactions, resolve issues, and support audit inquiries., • Maintain strong internal controls to ensure compliance with Sarbanes-Oxley., • Provide analytical support and recommendations for banking structures and process improvements., • Support ERP enhancements, automation initiatives, and system testing., • Collaborate with business and technology partners to improve treasury processes., • Contribute to department budgeting, cost control, and special projects., • Maintain and improve treasury policies, procedures, and reporting. Qualifications • Bachelors degree in Finance, Accounting, or related field., • 24 years of relevant experience in Treasury, Banking, or Finance., • Strong analytical skills with attention to detail and accuracy., • Experience with ERP systems; RPA or automation tools a plus., • Solid understanding of accounting and cash management principles., • Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word)., • Strong business acumen, intellectual curiosity, and problem-solving ability., • Team-oriented, energetic, and able to thrive in a fast-paced, deadline-driven environment. Preferred Experience • Corporate Treasury, Commercial/Investment Banking, or Financial Consulting., • Process improvement and internal controls experience., • Exposure to data analytics and financial technology This is a remote position.

Job Description Tower Peak Partners is a private markets investment firm launched in 2024. It is headquartered in London and has offices in New York and Rio de Janeiro. The firm is a collective of highly-skilled and recognisable investment professionals and industry executives from around the world. Tower Peak Partners manages thematic investment funds for institutional investors and principal investments through its own balance sheet. The Firm's investment themes capture opportunities in markets that experience deep structural changes, caused by technological advancements, climate change, socio-economic trends and policy developments.The firm delivers investment strategies to institutional investors around the globe, across private equity, venture capital, real assets and intellectual property asset classes. It has 4 dedicated investment teams, each with an average of 25 years of investment experience in industrial transition, aerospace & defense, media, entertainment & sports, and social impact. Role Summary The Regional CFO, USA supports the Group CFO in overseeing the financial management, performance, and control environment of the Group's operations across the region, and in this role, leads the finance function for the US operations. The CFO, USA also leads the regional firm risk management function, with oversight from the Group CRO, ensuring effective identification, assessment, and mitigation of financial and non-financial risks across entities in the region. The role ensures alignment with Group finance, audit and risk strategy, policies, and governance standards while driving operational excellence, financial discipline, and risk management at the regional level. As a partner/managing partner, the CFO, USA is primarily accountable for fulfilling their CFO responsibilities, while also acting as a driving force for ideas and strategic input at the leadership table. Key Responsibilities Financial Leadership and Oversight • Act as the principal financial lead for the region, ensuring timely and accurate reporting, budgeting, and forecasting, • Support the Group CFO in consolidating regional performance and providing insights on key variances, trends, and drivers, • Oversee statutory accounts, audit processes, and regulatory compliance within the region, • Ensure financial operations are conducted in accordance with Group Finance and Audit policies, including accounting policies, and with IFRS/US GAAP where applicable, • Partner with regional management and business heads to support growth initiatives, cost optimization, and profitability enhancement, • Provide financial input into strategic decision-making, investment analysis, and new business development, • Lead the regional firm risk management function, ensuring a consistent risk framework aligned with Group standards, • Identify, assess, and monitor key financial, operational, and compliance risks affecting the region, • Oversee internal control effectiveness and ensure remediation of audit or control findings, • Ensure adherence to Group policies, procedures, and regulatory obligations, • Maintain a robust internal control environment to safeguard assets and ensure data integrity, • Manage and develop regional finance teams, fostering high standards of performance, integrity, and collaboration, • Promote knowledge sharing, best practices, and process harmonization across entities Qualifications and Experience • Minimum 20 years of experience in the financial industry or in treasury/finance functions, ideally within an investment management, multinational, or financial services environment, • Proven track record in regional or divisional financial leadership roles, • Strong command of accounting standards, risk management frameworks, and financial governance practices, • Strategic mindset with strong operational execution., • High integrity, resilience, and sound judgment., • Ability to work effectively across cultures and time zones., • Strong leadership and influencing skills

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters. As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment. Essential Job Functions will include: • Prepare tax returns for high-net-worth individuals, trusts and businesses, • Create quarterly estimates and projections, • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients, • Coordinate with tax support staff to ensure timely workflow practices and data integrity, • Work with tax staff to respond to tax notices and initial preparation of correspondence, • Stays up to date on tax law and any changes, • Bachelor's degree in Accounting or related field, • Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting, • Obtained or plan to obtain CPA or EA, a plus, • Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus, • Highly organized and tax-oriented, • Ability to handle a large volume of activities at one time, • Ability to communicate concepts to clients and advisors in concise and understandable fashion Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $80,750—$95,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionFlagler Health is building the clinical operating system for modern musculoskeletal care. We partner with MSK provider groups and specialty clinics to help them grow, operate more efficiently, and deliver better longitudinal care across patient acquisition, clinical workflows, and ongoing patient engagement. Our platform sits at the intersection of care delivery and clinic operations, helping providers capture more value across the full patient lifecycle. We’ve recently raised our Series B and are entering our next phase of growth. We’re hiring a Head of Marketing to build and scale the marketing engine that will drive that growth. This is a pipeline and revenue role. Success means generating high-quality pipeline from the right provider groups, and helping convert that into revenue in a complex, trust-driven market. Role We're hiring our first VP of Finance to own the full finance function, FP&A, accounting, treasury, and strategic finance, and partner with the executive team on our next fundraise, M&A activity, and operating model. This is a player-coach seat with a direct line to the CEO, a place on the leadership team, and a clear path to CFO for the right operator. Key Responsibilities * FP&A: Build the forecasting, budgeting, KPIs, and management reporting infrastructure from the ground up. * Fundraise Leadership: Lead the next fundraise end-to-end, including investor narrative, materials, modeling, diligence, and term sheet negotiation. * M&A Execution: Drive M&A strategy and execution end-to-end: sourcing, diligence, structuring, negotiation, close, and integration. * Strategic Finance: Partner with leadership on capital allocation, pricing, unit economics, and complex deal structuring with the commercial team. * Accounting & Controls: Own the accounting function, monthly close, audit readiness, internal controls, and the financial systems that scale with the business. * Treasury & Cash Management: Manage cash, working capital, debt facilities, and runway. * Board & Investor Reporting: Run the board reporting cadence and serve as the primary finance counterpart to investors and lenders. * Team Leadership: Hire, develop, and scale the finance organization. * Cross-Functional Partnership: Partner with Sales, Operations, Clinical, and Engineering to translate strategy into financial accountability. Requirements * 8+ years of progressive finance experience spanning strategic finance, investment banking, private equity, or a comparable mix. * Strong technical chops across financial modeling, GAAP fundamentals, capital structure, and unit economics. * Exceptional written and verbal communication; comfortable presenting to a board, an investor, or an operating leader. * Bachelor's degree or equivalent practical experience. Non-Functional Skills & Cultural Fit * Charismatic and credible leader who can inspire teams while earning trust with investors and the board. * Thrives in fast-paced, high-growth environments and is comfortable operating through ambiguity. * Highly execution-oriented with a willingness to roll up sleeves and stay close to the work. * Balances strategic thinking with operational discipline. Why Flagler Health * Foundational impact. You will not be optimizing someone else's system. You will build the finance function from the ground up and shape how this company grows. * Direct access to the CEO. This is not a role buried three layers deep. You will have a seat at the table and real influence on company decisions. * Mission that matters. Flagler's AI is improving patient outcomes and reducing provider burnout across 36+ states. The work you enable has a downstream impact on real healthcare delivery. Preferences * Healthcare, health tech, or other regulated industry experience is a plus, not a requirement. * Built FP&A from scratch. * Closed an M&A deal (or been deep in one). * Has grit. Our values This is what you can expect of your teammates at Flagler: * Persistence + ownership of outcomes: We wear many hats and aren’t afraid to run through walls to solve hard problems. * Personal + professional growth: We push ourselves to learn new things and embrace challenges, even if it means that we sometimes fail. * Don’t take things personally: We value and react quickly to constructive feedback. * Speed is our ally: In the fast-paced world of startups, we understand the value of moving swiftly. We thrive on the adrenaline of working rapidly. * Be Right: We are highly detailed oriented and try to be right, a lot.

Job Description Tax Manager/Director - High Net Worth Our client is a prominent and well known public accounting firm in New York City that provides a wide-range of traditional and non-traditional tax, accounting and advisory services. This role provides an opportunity to join a high performing practice where you will use your expertise in taxation to provide compliance and consulting services to high net worth multi-generational wealthy families and their private businesses and/or investment entities, and family offices. Candidates must be familiar tax consulting for high net worth clients and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to the clients’ tax needs. With the support of the firm, you’ll have the opportunity to develop and pursue creative approaches to resolve client issues. Qualifications: • Bachelor’s degree in Accounting or Finance, • CPA License or JD required, • 12+ years continuous public accounting or family office tax experience, • Strong experience with high net worth clients (trust, estate, gift charity, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers), • Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants. Exposure to business returns would be a plus, but not required, • Must be able to support financial growth efforts and manage a book of business

Job DescriptionTax Manager / Senior Manager (High Net Worth/Ultra High Net Worth1040 Focus) Fully Remote (U.S.) | Travel to NE US 3-4X Per Year If you love working with high-net-worth individuals and families, but you are tired of the always-on grind that never matches real life, this might be your lane. Our client is a growing CPA firm that is intentionally building a family-friendly, flexible culture.They are expanding their HNW and UHNW individual tax practice and want a manager or senior manager who can lead complex 1040 work, advise clients proactively, and coach a team without the pressure-cooker expectations that burn good people out. A Different Culture - A Different Mindset • Remote-first: Work from where you do your best work., • Reasonable travel: You do not need to live in Buffalo, but you should be open to visiting periodically for relationship-building and key moments., • Growth runway: This is a strategic hire tied to continued growth in HNW 1040 work and related planning., • Review and manage complex Forms 1040 and related filings, including multi-state returns., • Handle Schedule C, E, and F activities., • Work with pass-through entity K-1s (partnerships, S corps, trusts)., • Support foreign reporting needs such as FBAR and Forms 8938, 5471, 8865, 3520, and 3520-A., • Coordinate trust and estate income tax matters including Forms 1041.Deliver proactive planning that clients feel, • Identify and resolve complex issues tied to investment income, private equity, and hedge funds., • Support planning around equity compensation (ISOs, RSUs, QSBS), real estate, and charitable planning including donor-advised funds., • Navigate AMT, NIIT, and SALT considerations., • Stay current on tax law changes and translate them into clear action steps.Be the trusted point of contact, • Own client relationships with HNW individuals and family groups., • Lead year-end planning, estimated strategies, and life event planning (liquidity events, retirement, business sales)., • Coordinate with wealth managers, attorneys, and family office stakeholders.Lead a team like a real leader, • Manage budgets, deadlines, workflow, and quality across multiple engagements., • Review work with clarity and kindness., • Mentor seniors and staff on technical skills and client communication., • Improve processes and drive efficiencies.What will success look like?, • Clients feel supported, informed, and confident., • Returns are timely, accurate, and thoughtfully reviewed., • Staff feel coached and developed, not just reviewed., • Planning opportunities are identified proactively.What you bring:, • CPA required. Client will consider an EA or JD, • 6 to 10+ years in public accounting with a strong HNW individual tax focus, • Deep expertise in complex individual tax matters and strong review skills, • Experience mentoring teams and managing competing deadlines, • Trust, estate, and gift exposure, • Private equity, hedge funds, or alternative investment exposure

Job DescriptionCompany Description With more than 100 years of experience, Sika is a worldwide innovation and sustainability leader in the development and production of systems and products for commercial and residential construction, as well as the transportation, marine, automotive, and renewable energy manufacturing industries. Sika is a specialty chemicals company with a globally leading position in the development and production of systems and products for bonding, sealing, damping, reinforcing, and protection in the building sector and industry. Sika has subsidiaries in 103 countries around the world, produces in over 400 factories, and develops innovative technologies for customers worldwide. In doing so, it plays a crucial role in enabling the transformation of the construction and transportation industries toward greater environmental compatibility. Approximately 33,000 employees generated CHF 11.20 billion in sales in 2025. Job Description Oversee the finance and accounting functions for the Building / Finishing Business Unit, a division of Sika Corp. Provide strategic guidance from a finance perspective as a member of the BU Building / Finishing Management Team. Financial planning development, monitoring, and reporting. Specific Responsibilities: • Develop, lead and oversee the annual budgeting process, as well as ongoing P&L forecasting to enable the business unit to deliver on key revenue and EBITDA targets, • Collaborate with business unit leadership and department heads to provide insights into revenue growth, cost reduction, and capital investment, • Monitor key EBITDA levers and provide recommendations on corrective actions to business unit leaders as necessary, • Oversee development and distribution monthly, quarterly, and annual financial reporting (P&L, Balance Sheet). Perform variance analysis and though understanding of underlying cost drivers, provide forward-looking recommendations on resource allocation to achieve EBITDA targets, • Partner with business leaders and department heads to identify and implement process improvements, • Monitor compliance with key policies, internal controls and financial reporting as outlined in the Sika Controllers handbook., • Manage the month end close process for the business unit, • Liaison for SAP matters relating to BU Building / Finishing.Qualifications, • Strong analytical skills – ability to synthesize large amounts of financial data and utilizing business intelligence tools to uncover meaningful insights and opportunities, • Leadership communication and executive presence - comfortable presenting to senior leaders and challenging and influencing decisions where appropriate, • Strategic problem-solving - proficiency in piecing together various financial puzzle pieces to create comprehensive growth strategies and forecast potential scenarios, • Ability to work independently in a fast paced environment, • BS in Accounting or Finance, • Minimum 8 - 10 years of progressive financial management experience, • CPA or MBA preferred, • Proficiency with SAP preferred Additional Information Perks & Benefits • 401k with Generous Company Match, • Bonuses, • Medical, Dental, and Vision Benefits, • Paid Parental Leave, • Life Insurance, • Disability Insurance, • Paid time off, paid holidays, • Floating holidays + Paid Volunteer Time, • Wellness/Fitness Reimbursements, • Education Assistance, • Professional Development Opportunities Sika Corporation is committed to a work environment that supports, inspires, and respects all individuals that apply. As an equal opportunity employer Sika will consider all qualified applicants without discrimination on the basis of race, color, religion, sex, pregnancy, sexual orientation, gender identity, age, disability, national or ethnic origin, or other protected characteristics. We offer competitive salaries, aligned with local market benchmarks and the specific scope and responsibilities of each role. Compensation is determined based skills relevant to the position, education and/or training. We are committed to fair and equitable pay practices in accordance with applicable laws and regulations.

Job DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job DescriptionJob Title - Financial AnalystLocation -140 Broadway, NY, NY (remote now and for the foreseeable future with rising COVID cases until our office fully reopens.)Duration – Full Time EmploymentJOB DESCRIPTION:As a leader in Out-of-Home (Billboard) Advertising in North America, we help people, places, and businesses grow stronger! The primary responsibility for this position is Real Estate Development. This includes site identification, leasing, and permitting of new Out-of-Home Advertising assets (billboards, street furniture, and larger-than-life wall graphics). Secondary responsibilities include managing existing real estate assets to include lease renewal / easement negotiations, and other related matters as deemed necessary by management. Summary: The Financial Analyst is responsible for building and maintaining financial models, preparing business case analysis, analyzing large sets of data to understand trends and drive decisions and assist with other projects as needed.Responsibilities: • Build and maintain driver based financial models for capital investments, lease renewals, transit bids and acquisitions, • Assist with development and analysis of business case documents seeking approval for capital investment or economics in connection with billboard builds, lease renewals, asset purchases or transit bids, • Analyze opportunities to maximize revenue, reduce costs and create value, • Analyze historical revenue and expense trends to understand profitability of investments made, • Assist with the development of presentations for internal management, investor relations and/or Board of Directors, • Assist in ad hoc projects as neededRequired Qualifications:, • 1-2 years of experience in financial analysis and modeling, • Strong oral and written communication skills, • BS in Finance or other related field, • Strong understanding of financial statements, • Strong analytical skills with prior experience of building and maintaining financial models, • Experience manipulating large sets of data using Excel and other database tools, • Strong team player who can work independently and as part of a team, • Strong organizational skills, very detail-oriented, and ability to multi-task in a fast-paced environment, • Must be proficient in Microsoft Office with advanced MS Excel SkillsKey Points:, • This is for a very junior candidate (1-2 years), • We are not looking for an accounting background. This person needs to be very proficient in Excel (macros, PivotTables, Vlookups) and have done financial modeling., • We are open to a recent grad only if they have had applicable internship experience that meet the above., • Must also be a strong writer (will be writing a lot of business cases)

Job Description About Us: Founded 20 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 600 people operating throughout North America, Europe and Asia. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. Overview: We are seeking to hire an Equity Research Analyst who will immerse themselves in the information landscape, staying abreast of real-time news developments to help our trading strategies. This role is pivotal for providing timely insights and analysis that feed into the critical decision-making processes within our dynamic trading environment. Job Responsibilities: • Willing to work overnight (roughly 2pm to 11pm ET), • Collaborate closely with traders and other analysts to communicate significant market events instantly., • Analyze broad macro trends, closely monitor geopolitical developments, and perform deep dives into company financials., • Construct and uphold detailed company and market databases., • Degree in Accounting, Finance, Economics, Mathematics/Statistics, or a related field. 1-3 years of experience., • Independent initiator with a robust skill set in analytical problem-solving., • Strong technical proficiency in Excel and experience with Bloomberg or Reuters., • A strong interest in following the news, market movements, and an understanding of their impact on trading., • A strong work ethic with the capability to assimilate quickly in a demanding, high-pressure environment., • Knowledge of SQL, Python, or other programming languages is useful., • Discretionary bonus eligibility, • Medical, dental, and vision insurance, • HSA, FSA, and Dependent Care Options, • Employer Paid Group Term Life and AD&D insurance, • Voluntary LTD, Life & AD&D insurance, • Flexible Vacation policy, • Retirement plan with employer match DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees. The range below reflects the expected base salary for this position. It represents a good-faith estimate of the base pay we anticipate offering, with actual compensation determined by your experience, education, skills, and performance throughout the interview process. This role is also eligible for a discretionary bonus (at DV Trading's discretion) and DV Trading's benefits package, including the benefits listed above. Base Salary Range$130,000—$170,000 USD

Job DescriptionSalary: $140,000.00-$160,000.00 Functional Title: Analyst Corporate Title: Assistant Vice President Department: Fixed Income Reports To: Head of Fixed Income Overtime Eligible (Y/N): N (Exempt) Position Summary Analyze and recommend investment-grade and high-yield corporate bonds to out-perform defined market benchmarks. Essential Duties/Function: • Conduct fundamental credit analysis with emphasis on financial modeling to identify profitable corporate bonds for the portfolio., • Create in-depth earnings reports including financial projections, credit valuation and recommendations based on expected performance., • Present detailed and persuasive company reports to PMs reviewing potential investment ideas; consult with management on proposed investment ideas and strategies., • Liaise with industry sources to capture and develop new investment ideas; pro-actively collect and interpret market information., • Foster the development of global views across teams located in Tokyo; provide thorough and timely research to secondary audience abroad., • Miscellaneous duties as assigned. Experience/Qualifications: • Bachelors degree in Finance, Accounting, Economics or equivalent concentration; MBA and/or CFA designation preferred., • At least 3-5 years of experience in credit analysis, fixed income and fund investing with an understanding of the wider financial environment; both buy-side and sell-side corporation experience are welcome., • Strong command of MS Office software and advanced Excel; proficiency with Bloomberg and related automated research tools., • Company research, asset valuation and relative value analysis capabilities required., • Outstanding analytical, financial modeling, written and verbal communication skills; ability to persuasively present recommendations of profitable investment ideas., • Detail oriented, pro-active and able to excel in a highly collaborative global team., • A flexible team player able to adapt to change., • Depending on experience and qualifications, candidates may be considered for the Vice President level. The expected annual base salary for this position ranges from $140,000 to $160,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus based on qualitative and quantitative performance factors. In addition to a competitive base salary and discretionary bonus eligibility, we offer a generous benefits package* which includes the following: • Medical, Dental, and Vision Insurance Premiums for employees are covered at 100% and premiums for dependents are covered at 70% by the company, • 401k match and Money Purchase Plan (fully company-funded), • Life Insurance fully employer-paid premiums for Basic Life Coverage, • Health Savings Account (HSA) for HDHP participants with annual employer contribution, • Short-Term (including Salary Continuation) and Long-Term Disability Benefits, • Pre-tax Commuter Benefits, • Up to 6 weeks of fully-paid Parental Leave, • Tuition/Education Reimbursement up to $5,250 per year, • Current Hybrid Work Arrangements (3 days in-office), • 11 Paid Holidays in addition to vacation days, floating days and paid sick time, • Employee Assistance Program, • Paid Volunteer Day and group volunteer opportunities, • Matching Gift Donation Program, • Company-sponsored events and weekly lunches Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. This document is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required by the incumbents. Job responsibilities are subject to change, with or without notice. All employees may be required to perform duties outside of their normal responsibilities at any time at the Companys sole discretion. NLGIA is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, religion, sex, gender (including gender identity and gender expression), national origin, citizenship, immigration status, age, disability, sexual orientation, military or veteran status, genetic information, sexual or other reproductive health decisions, or any other characteristic protected by applicable federal, state or local law. During the application process and, if hired, during employment, I agree to participate (if so requested by the Company and asnot prohibited by applicable law) in testing to determine whether employees are under the influence of controlled drugs orillegal substances. Such tests or examinations will be performed by qualified professionals selected by the Company. This submission of my application attests to the fact that the information that I have provided on my application, resume, given verbally, or providedon any other materials, is true and complete to the best of my knowledge and also constitutes authority to verify any and allinformation submitted on this application. I understand that any misrepresentation or omission of any fact in my application,resume or any other materials, or during any interviews, can be justification for refusal of employment, or, if employed,termination from the Companys employ.The Company or its agents may seek to verify the information on this application. As such, I hereby authorize the Company orits agents to contact any former employer or any representative of any other organization to which I have made reference in thisapplication, and I hereby authorize said employer and/or representative to provide information to the Company on my behalf.I also affirm that I have not signed any kind of restrictive document creating any obligation to any former employer that wouldrestrict my acceptance of employment with the Company in the position I am seeking.I understand that this application is not an employment contract for any specific length of timebetween the Company and me, and that in the event I am hired, my employment will be at willand either the Company or I can terminate my employment with or without cause and with orwithout notice at any time. The Company may, at its sole discretion, hold in abeyance or revoke,amend or modify, abridge or change any benefit, policy practice, condition or process affecting itsemployees. I acknowledge that I have read all of the above statements, and that I understand them.

Job DescriptionOverview Our client, an emerging private equity investment firm focused on critical infrastructure sectors, is looking for a founding CFO to design, build, and lead the fund finance function. This is a highly hands-on opportunity for a finance leader with experience in private equity, venture capital, hedge funds, or institutional asset management, someone ready to create institutional-quality infrastructure from day one. Reporting directly to the Managing Partner, the CFO will be central to investor confidence, regulatory compliance, and the firm’s expansion into additional investment vehicles. The platform also includes a community/give-back element, making strong judgment, integrity, and clear communication essential. Key Responsibilities • Lead and oversee third-party partners (fund administrator, audit, tax) and ensure audit-ready outputs., • Build and implement the fund finance foundation, including processes, controls, a close calendar, and reporting templates., • Coordinate tax deliverables (e.g., K-1 process through external providers)., • Produce quarterly reporting for Limited Partners and manage LP-facing finance Q&A., • Personally execute capital calls and distributions, including notices, tracking, and follow-through., • Own fund accounting and investor capital mechanics (capital accounts, allocations, waterfalls/carry calculations)., • Support growth initiatives, including fundraising readiness and finance infrastructure for additional investment vehicles., • Establish and maintain the regulatory/compliance framework and filing calendar within an SEC-regulated environment., • Build the internal finance function over time—starting lean with external admin support and scaling hiring as the platform grows. Requirements Required Qualifications • Strong Excel and financial modelling capability, including building dashboards and templates as needed., • Bachelor’s degree required; English fluency required., • 5–10+ years of fund finance experience within PE/VC/hedge fund/institutional asset management., • Familiarity with fund accounting systems (e.g., Allvue, Investran, eFront, Backstop, etc.)., • Must be authorized to work in the United States (no relocation/sponsorship support)., • Proven end-to-end ownership of LP reporting, capital calls, distributions, and fund accounting., • Working knowledge of fund audits, investor reporting expectations, and SEC regulatory requirements (e.g., ADV/PF). Preferred Qualifications • SEC/FINRA compliance experience preferred., • CPA and/or CFA strongly preferred., • Experience building a fund finance function at an emerging manager / first-time fund is a plus. Benefits Base Salary $280,000 – $300,000 USD (depending on experience and geography). • Annual performance bonus, • Long-term incentive participation in future investment vehicles., • Comprehensive medical, dental, vision, • 401(k) with employer match (up to 4%)., • Life and disability insurance., • Paid, sick and parental leave Equal Employment Opportunity and Non-Discrimination Policy Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. Privacy and Pay Equity: • Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available., • Rhode Island: We do not request or require salary history from applicants., • Connecticut: We provide wage range information upon request or before discussing compensation. Use of Artificial Intelligence in Recruitment Keller Executive Search and our clients may use artificial intelligence (AI) tools to assist in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency while maintaining our commitment to equal employment opportunity and non-discrimination principles. Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law. Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

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. Samba is entering a pivotal growth chapter — scaling our AI-powered measurement platform globally, expanding strategic partnerships, and preparing for what's next, whether that's continued scale, M&A activity, or public market readiness. We're hiring a Chief Financial Officer to architect the financial strategy, infrastructure, and discipline required to get us there. This is a strategic, hands-on executive role for a finance leader who can balance growth enablement with operational rigor, lead complex M&A and capital markets activity, and bring AI fluency into the finance function itself. WHAT YOU'LL DO * Serve as a strategic partner to the CEO, Board, and executive team on financial strategy, capital allocation, and long-range planning. * Lead all aspects of finance including FP&A, accounting, treasury, tax, audit, procurement, and investor relations. * Execute on our M&A strategy — including valuation, diligence, deal structuring, negotiation, and post-close integration. * Lead capital strategy across debt, equity, and strategic investment — manage existing investor relationships and cultivate new ones. * Build and refine financial models that support pricing strategy, ROI on product investment, sales resource allocation, and Rule of 40+ progression. * Own the path to public market readiness, including SOX preparation, technical accounting, SEC reporting infrastructure, and equity story development. * Own corporate budgeting, scenario planning, cash flow management, and KPI design across the business. * Navigate board and audit committee processes — provide transparent, well-structured reporting to the Board, lenders, and strategic partners. * Ensure GAAP accounting compliance and build the infrastructure for audit readiness at scale. * Embed AI and modern tooling into financial planning, forecasting, and business intelligence to drive faster, sharper decision-making. * Build and develop a high-performing global finance team, with clear career paths and a strong bench. * Partner cross-functionally with Product, Sales, Engineering, and People to ensure financial discipline enables (not blocks) growth. WHO YOU ARE-MUST HAVES * 3–5 years in investment banking or equity research, with direct deal execution and advisory experience. * 3–5 years operating inside a finance organization at a high-growth B2B technology company. * Strong familiarity with M&A (buy-side and/or sell-side), raising capital, and the IPO process. * Deep expertise in corporate budgeting, scenario planning, FP&A, and long-term financial modeling. * Solid grounding in GAAP accounting, audit committee processes, and board-level financial reporting. * Proven track record in cash flow management and KPI-driven decision-making. * Based in San Francisco, CA — this role is in-office. WHO YOU ARE-STRONG PREFERENCES * Comfortable being both the company’s financial disciplinarian and its growth enabler — and knowing when to be which. * M&A, IPO or take-private transaction experience is required. * AI-fluent: you’ve used or championed AI tools to modernize forecasting, reporting, or operational finance, and have a clear point of view on where AI takes the CFO function next. * We care about the financial economics of the business.Academic credentials in Finance, Economics, Accounting, or related fields are nice, but we appreciate the liberal arts equally as much. CFA or CPA designation is not required, but the expertise and understanding of the core principles are required. * Operationally minded — you build systems, processes, and teams that scale, not just decks. * Strong executive presence with the ability to translate complex financial narratives into clear, actionable insights for technical and non-technical audiences. HOW YOU"LL LIVE OUR VALUES * Determined Yet Resilient — Samba should not exist. We’ve built an entirely new category at the intersection of platforms that much larger companies should have owned. The CFO who thrives here has the grit and hunger to operate with that same chip on the shoulder — short-term pain for long-term gain, high risk tolerance, and the belief that the harder I work, the luckier I get. * Naturally Curious — You learn fast, ask great questions, and listen more than you talk. Two ears, one mouth, used proportionately. You’re guided by opportunity, not just precedent — exploring how AI, new data sources, and evolving capital markets can give Samba an edge. * Low Ego — The best idea wins, no matter where it comes from. You listen first, collaborate always, and celebrate the team. Humble people take risks and learn quickly from failures — that’s what makes this role work. * Self-Aware — Know thyself. You own your weaknesses, lean into your strengths, and bring intellectual honesty to every decision. Data and logic guide you, and personal biases are recognized and kept in check. • Results Oriented — Talk is cheap; performance is priceless. You measure what matters, deliver outcomes that count, and let the data do the talking. We are a performance-driven organization — effort matters, but results are the scoreboard.$300,000 - 400,000 a year Samba TV expects to offer a base salary between $300,000 - $400,000 per year for roles to be performed in New York or California; actual base salary offered will depend on various factors, including but not limited to, location, experience, and performance. Base salary is just one component of Samba TV’s total compensation package for employees. Other rewards may include bonuses, short-term incentives, and long-term incentives. In addition, Samba provides health insurance, wellness offerings, life and disability insurance, a retirement savings plan, paid holidays and paid time off (PTO), and other employee benefits.Samba 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.

Job DescriptionWe are looking for an experienced Chief Financial Officer to lead the financial direction of our nonprofit organization in Bronx, New York. This executive will guide fiscal planning, strengthen financial controls, and ensure the organization remains compliant, resilient, and prepared for sustainable growth. The role partners closely with senior leadership and the Board to turn financial analysis into practical decisions that support mission-driven operations. Responsibilities: • Shape and carry out a long-range financial strategy that supports organizational priorities and future stability, • Partner with executive leadership and the Board to provide financial guidance on planning, risk exposure, and growth initiatives, • Direct budgeting, forecasting, accounting, and financial reporting activities to maintain accurate and timely financial oversight, • Build financial models and scenario analyses that help leadership evaluate funding changes, operational needs, and strategic options, • Oversee cash flow, reserves, and investment activities while identifying and reducing financial risk across the organization, • Lead organization-wide budget development and monitor performance against approved plans, addressing variances before they escalate, • Manage financial oversight of grants, contracts, and government funding to ensure spending aligns with award terms and program capacity, • Establish and reinforce internal controls, segregation of duties, and monitoring practices that protect financial integrity, • Lead annual audits and regulatory filings, including coordination with external accounting partners and resolution of any findings, • Ensure compliance with applicable federal, state, and local requirements while enforcing financial accountability across all departments• Prior executive-level finance leadership experience, ideally as a CFO or senior financial leader within a nonprofit environment, • Strong knowledge of budgeting, forecasting, financial reporting, audit management, and internal control design, • Experience managing grants, government contracts, and restricted funding with a clear understanding of compliance obligations, • Ability to translate complex financial information into clear recommendations for executives and Board members, • Demonstrated success in risk identification, corrective action planning, and strengthening financial processes, • Familiarity with federal and state reporting requirements, including oversight of annual filings and audit readiness, • Proven leadership skills with the ability to build accountability and financial discipline across multiple departments

Job Description Contract Business Support Analyst MUST be local to New York City, Hybrid Schedule Seeking a Business Support Analyst to work in the Banking Division COO Group of a leading global Investment & Corporate bank. This person will play a pivotal role in managing data in close coordination with bankers, COO Group colleagues, Finance, and IT partners, while also providing essential support to bankers and users of the Banking Division CRM platform. Responsibilities: • Master the processes involved in accessing and editing data in the CRM Platform (OneBanker/Salesforce), • Develop and maintain thorough knowledge of the data and workflows in the CRM platform, • Contribute to the efficient and accurate monthly reconciliation of financial data, • Provide user support to bankers and other staff that use the CRM, • 1-3 years of experience in finance or accounting, • Strong analytical and problem-solving skills, • Ability to quickly learn, understand, and master processes and data management, • Strong verbal and written communication skills and interpersonal skills, • Attention to detail, strong quantitative skills, and high commitment to data accuracy, • Passion for providing business stakeholders with the data and support they need to drive success, • Advanced Word, Excel (including nested formulas, macros, pivot tables, look-ups and VBA), SQL, and PowerPoint, • Motivated self-starter and team player who can navigate ambiguity effectively and drive decisions and change through influence and persuasion, • Familiarity with investment and corporate banking and capital market products, • Knowledge of Salesforce, Snowflake, PowerBI, Capital IQ, Python, and Dealogic a plus, • Demonstrate sense of urgency in meeting challenging deadlines and achieving goals, • Comfort working in a multicultural environment, • Bachelor's degree preferred

Job Description Purpose of Position: Amalgamated performing audit assignments including planning, conducting interviews, documenting, and testing all necessary information for an accurate assessment of risks and internal controls and assisting in drafting of the audit report with minimal oversight. Lead team liaison in data analytics, preparation of Audit Committee materials, and regulatory requests. Essential Job Functions: • Applies knowledge of Bank operations to develop and maintain risk assessments and contributes results to the audit planning process., • Obtains and records an understanding of the Bank’s processes and identifies and evaluates risks and the internal controls that mitigate the risks in all assigned operational processes., • Develops risk and controls matrices and/or audit programs with minimal supervision., • Performs assigned compliance and substantive testing procedures for audits, for assistance to regulators and external auditors, and for compliance with the Sarbanes-Oxley Act., • Ensures audit assignments are appropriately documented, accurate, complete, and within budget., • Prepares audit report drafts and other written communications with minimal supervision., • Resolves requests and review notes promptly., • Obtains data and prepares quarterly Audit Committee materials with minimal supervision., • Advises the Internal Audit team on the use of data analytics techniques to enhance overall efficiency and effectiveness of audits., • Maintains effective relationships within the team, the department and the Bank., • Provides timely communication to Internal Audit Management and informs them of significant issues that surface while conducting audits., • Maintains continuing education requirements., • Maintains appropriate levels of confidentiality., • Bachelor’s degree in Accounting or Finance, • Solid knowledge of auditing principles, practices and compliance standards, • Strong verbal and written communication skills, • Strong analytical skills, • Strong data analytics, • Interpersonal and relationship building skills, • Knowledge of IIA Standards., • Knowledge of the Sarbanes-Oxley Act of 2002., • Knowledge of data analytics techniques and statistical applications., • 3-5 years of financial services experience, internal or external auditing or public accounting experience with a focus on banks, • Good understanding of COSO 2013 framework requirements, • One or more of the following licenses or accreditations or progress toward achievement is preferred:, • Certified Public Accountant (CPA), • Certified Internal Auditor (CIA), • Certified Regulatory Compliance Manager (CRCM), • Certified Trust & Financial Advisor (CTFA), • Certified Fiduciary & Investment Risk Specialist (CFIRS), • Certified Bank Auditor (CBA), • Certified Financial Services Auditor (CFSA), • Certified Community Bank Internal Auditor (CCBIA), • Ability to positively interface and work well with all levels of staff and management (auditees and own department), • High level of understanding of audit theory and knowledge of bank operations, • Working knowledge of relevant computer programs, i.e. Microsoft Access, Word, Excel, core banking system and query, • Ability to handle bank and client information and sensitive matters professionally and confidentially, • Ability to manage multiple tasks and prioritize Our job titles may span more than one career level. The starting base salary for this role is between $80,000.00 – $95,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job 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

Job Description Attention: Kapitus is aware that individuals posing as recruiters may be communicating with job seekers about supposed positions with Kapitus. Kapitus has received reports that the content and method of communication can vary, but messages may contain requests for payment (e.g., fees for equipment or training) and/or for sensitive financial information. Kapitus will never ask a candidate for employment for payment or financial information during the initial application or interview process. All open positions are posted in location specific employment portals available at All legitimate Kapitus job postings on employment sites will direct candidates to complete an application through these portals before completion of the hiring process. Candidates with additional questions or concerns regarding any recruiting communications or Kapitus' recruiting process in general should email The Financial Planning & Analysis (FP&A) team, part of the broader Strategy & Finance function, is responsible for engaging business leaders to drive short- and long-term budgeting, forecasting, and financial reporting. Reporting to the VP of Strategic Finance, the Director, FP&A will own the FP&A function end-to-end, with a primary focus on designing and scaling processes, implementing modern planning tools (such as Anaplan), and building a high-performing team that operates with public-company rigor in a PE-backed private-company environment. You will be accountable for our company-wide planning cadence, forecasting methodologies, and management reporting framework, ensuring they are robust enough to support a complex financial services business that is "public ready." You will partner closely with senior executives across the organization to drive operating leverage, optimize unit economics, and proactively identify financial and operational risks and opportunities. The ideal candidate brings financial services experience and has helped build or transform FP&A at a high-growth and/or public company, including exposure to public-company–style processes, controls, and reporting expectations. What you will do: People & Team Leadership • Lead, mentor, and develop a small but impactful FP&A team, providing consistent feedback, career development guidance, and performance management, • Define and communicate the vision, mandate, and operating model for FP&A in a "public ready" environment, including how the team partners with Strategy, Accounting, Treasury, and business leaders, • Set and enforce high standards for analytical rigor, data integrity, timeliness, and clarity across all FP&A outputs, • Promote a culture of accountability, creative problem-solving, and cross-functional collaboration within the Strategic Finance team, • Inspire and create a motivating environment through coaching, mentoring, and enablement, • Provide opportunities to participate in both formal and informal developmental activities, • Working with senior leaders and department head, set expectations for all team members and hold employees accountable for results, • Lead hiring, performance management, compensation, and evaluation of team members, • Own the end-to-end financial planning calendar, including the annual operating plan (AOP), long-range plan (LRP), quarterly reforecasts, and monthly outlooks, • Design and implement scalable, repeatable FP&A processes that mirror public-company discipline (e.g., structured monthly close and reporting cycles, standardized packages, clear calendar and expectations), • Lead the evaluation, selection, implementation, and ongoing governance of planning and reporting tools, with a particular emphasis on Anaplan or similar enterprise planning platforms, • Additionally, lead the evaluation of ways to integrate AI tools to augment variance analyses, commentary generation, and set reporting, • Standardize KPIs, dashboards, and reporting packages used across the business, ensuring consistency between internal management reporting and external-facing metrics (where applicable), • Oversee company-wide budgeting and forecasting processes to ensure they are accurate, timely, and aligned with strategic and financial objectives, • Develop and continuously improve executive-ready reporting for senior leadership and the Board, including monthly and quarterly business reviews and deep dives, • Lead the creation of robust scenario analysis and sensitivity models to support strategic decisions (e.g., growth investments, pricing changes, risk appetite, capital allocation, and funding strategies), • Translate company-level goals into detailed financial targets and KPIs by business unit, product, and function, and ensure clear accountability for performance against plan, • Support audit, due diligence, and external stakeholder requests (e.g., lenders, rating agencies, or potential investors) with the level of quality and control expected of a public company, while the company remains private, • Design and maintain planning and reporting that capture the nuances of financial services products, including revenue recognition, loss/credit dynamics, funding costs, liquidity, and capital efficiency, • Drive continuous improvement in unit economics and operating leverage, identifying and executing on levers for margin expansion and expense optimization, • Contribute to strategic initiatives including new product launches, geographic or segment expansion, and potential M&A or strategic partnerships, by owning the financial modeling and performance outlooks, • Additional responsibilities as requested by management. What we're looking for: • Bachelor's Degree required; MBA or advanced finance certification (e.g., CFA or FPAC) preferred, • 8–10+ years of progressive experience in FP&A, corporate finance, investment banking, and/or management consulting, with a substantial portion in financial services (required), • Demonstrated experience building, scaling, or transforming FP&A capabilities at a high-growth and/or public company, ideally including:, • Ownership of budgeting, forecasting, and management reporting processes, • Exposure to public-company–style controls, calendar discipline, and Board/Executive reporting, • Proven track record of owning and improving core FP&A processes in a way that makes a private company effectively "public ready" (e.g., governance, documentation, auditability, repeatability), • Hands-on experience implementing and/or administering modern planning tools, preferably Anaplan, including model design and integration with ERP/GL and data platforms, • Demonstrated experience leveraging AI and machine learning tools to enhance FP&A capabilities, including but not limited to forecasting accuracy, anomaly detection, scenario modeling, and the automation of routine analytical tasks. A strong desire to continue developing these skills and driving AI adoption across the finance function is required, • Expert-level financial modeling and analytical skills, with the ability to both build and review complex models (revenue, expense, cohort, portfolio/credit, and cash flow), • Exceptional communication skills and executive presence, with a demonstrated ability to influence senior stakeholders and simplify complex concepts for non-finance audiences, • Strong leadership skills with a successful track record of building, developing, and retaining high-performing FP&A teams, • High degree of organization, attention to detail, and ownership in a fast-paced, evolving environment Kapitus Total Rewards Package Includes: • Competitive Base Salary Range of $121,700-$195,300. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant's final salary will depend on a number of factors including the applicant's geographic location, skills, and experience., • Annual Incentive Compensation Eligibility – Up to 15% annually, • Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. Additional perks through UHC include: Sweat Equity, free subscription to the Calm App, UHC rewards, Real Appeal, and Quit For Life., • Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses., • Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being., • 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense., • Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events., • Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones., • Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work., • LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:, • Pet and car insurance discounts., • Financial services such as LegalShield., • Relaxation and stress management tools., • Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life., • Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Managed through our LSA plan, Kapitus Academy., • Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities., • Paid Time Off and Sick Time., • Retirement Benefits: Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary. About Kapitus: Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth. Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner's story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.

Job Description Pharmaceutical Sales Representative Opportunity with Galt Phranchisee, AG Pharmaceutics, LLC for the Brookyln, NY Territory 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 Pharmaceutical's products in the Brooklyn, NY territory. Candidates also consent to forwarding their resume and contact information to the franchisee 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 requires a unique set of business skills (e.g. financial and data analysis) to profitably manage franchise activities as a surrogate for the Phranchise Owner. 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. Candidates who have previously worked in this territory are encouraged to apply. 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. Collaborates with corporate business functions (marketing, supply chain, operations, sales) to share creativity and results which leads to best practices across the organization. Territory Management Represents Galt Pharmaceuticals through a demonstrated understanding of Galt's 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, or healthcare sales experience preferred. Must be pursuing a Bachelor's Degree in Life Sciences or Business-related area preferred. Must pass Sales and Clinical/Compliance Training.

Job Description About the firm Secure Properties is a boutique real estate investment firm focused on bespoke, long-term capital solutions. Anchored in the stability of mission-critical, triple-net real estate, we pair institutional discipline with a partnership-driven approach, providing investors and operators with thoughtfully structured opportunities that support growth, flexibility, and enduring value. About the role Secure is looking to hire an Analyst. The role will be responsible for supporting Asset Management and Acquisitions professionals on all stages of the deal life cycle including (but not limited to) financial analysis and reporting, data management, legal document review, managing deal pipeline, evaluation of potential transactions, performing due diligence, competitive analysis, and asset management of existing investments. Responsibilities: · Due diligence on prospective real estate investments as well as monitoring current investments · Review source documents, including financial operating statements, insurance certificates, leases, etc. · Perform credit analysis on potential tenants along with market research (sales comps, rent comps, sector trends) · Build and update financial models · Prepare investment summaries and memorandums · Prepare marketing materials for senior management, investment partners and lenders · Ensure transaction execution, including tracking closing checklist / diligence deliverables and review of legal documents · Review asset’s operational and financial performance; prepare weekly and monthly asset management and deal performance updates Required Qualifications: · Bachelor’s Degree in business, finance, economics, real estate, or related field · Proficient in Microsoft Office products including Excel, Word, and PowerPoint · Demonstrated interest in real estate industry Potential Qualifications: · Understanding of real estate fundamentals · Effective oral and written communication skills · Outstanding quantitative and analytical skills, attention to detail · Familiarity with real estate valuation, underwriting and/or accounting experience a plus, but not required · Motivated self-starter with effective time management skills and strong attention to detail · A desire to work within a fast-paced, collaborative and entrepreneurial environment Salary:The base salary range for this role is $70,000 - $80,000. Actual pay will be determined by factors such as education, experience, and job-related skills relevant to the role. Secure is a multi-state employer and posted salary ranges are provided in good faith for compliance with all relevant pay-transparency regulations. These ranges may not reflect potential compensation for positions based in other states or regions.Secure is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under federal, state, or local law.

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This is an entry-level credit analyst role for Assistant Officer level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Specialty Finance Department (“SFD”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 3 main product areas: Project Finance, Trade and Commodity Finance and Aviation. Your Role Overview: Responsible for credit evaluation and deal maintenance for Trade & Commodity Finance and Aviation. The analyst would be involved in all facets of this team’s coverage, with a focus on underwriting and monitoring activities, with exposure to origination and structuring activities. Your Duties and Responsibilities • Reviews potential assets in assigned products/industries, prepares detailed credit memos and credit applications and makes investment recommendations, based upon a comprehensive financial and qualitative analysis., • Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management., • Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity., • Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities., • Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated., • May support deal structuring activities., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • Bachelor’s degree in Finance or Economics or equivalent with 0-2 years related experience., • Good knowledge of finance and basic accounting., • Good knowledge of commonly used research resources, including Bloomberg, EDGAR, and rating agencies., • Basic knowledge of corporate finance transactions., • Basic knowledge of loan markets., • Proficient in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access) and some modeling capabilities., • Excellent oral and written communication skills. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job Description Our Vision: To make New York City the global model for inclusive innovation and economic growth, fueled by the City's diverse people and businesses. Our Mission: Creating a vibrant, inclusive, and globally competitive economy for all New Yorkers. Position Overview: NYCEDC is seeking a collaborative and analytically driven professional to join the Cruise portfolio team. This role offers the opportunity to contribute to a dynamic portfolio that advances economic growth, environmental sustainability, and socially responsible urban tourism. Reporting to the Vice President of Cruise, the Senior Associate plays a key role in managing financial performance and data-driven decision-making across the Cruise portfolio. This position oversees operating and capital budgeting, maintains and analyzes financial and operational datasets, and supports financial modeling and scenario analysis. The role also develops a strong understanding of contractual agreements to inform strategic and operational decisions. Responsibilities: • Support the Cruise portfolio's strategic priorities by leading targeted workstreams and executing initiatives that support departmental goals., • Design and implement systems that drive efficient operational performance across the Cruise portfolio, including managing annual budgets, producing monthly and quarterly financial reports, and conducting variance and data analyses to support decision-making., • Build and maintain structured datasets to track key performance indicators (KPIs), enabling effective monitoring, reporting, and data visualization., • Partner with cruise lines, terminal operators, vendors and internal teams to collect, analyze, and report on key operational metrics, including berthing utilization, shore power usage, employment, and transportation trends., • Support business development and negotiations by performing quantitative analyses that strengthen financial performance and market competitiveness., • Coordinate capital planning efforts by collaborating across teams to evaluate, justify, and manage capital projects and funding strategies., • Execute core asset management functions, including supporting tenant engagement, reviewing financial reports, and monitoring lease pipelines, expirations, arrears, collections, insurance matters, and litigation., • Develop financial models and underwriting analyses to support redevelopment initiatives and other large-scale investments., • Enhance decision-making by identifying process improvements, mitigating risks, and ensuring regulatory compliance., • Lead and contribute to cross-functional projects by serving as either a project manager or a collaborative team member, depending on business needs., • Analyze asset utilization and profitability against industry benchmarks and recommend strategies to optimize portfolio performance., • Bachelor's degree in data science, finance, accounting, economics, business, public, urban development or a related field; Master's degree in related field preferred, • 3+ years of work experience in real estate, finance, data, public policy, transportation, real estate redevelopment, asset management, and/or strategic consulting, • Demonstrated interest in sustainability, including initiatives related to shore power, renewable energy, infrastructure, or responsible tourism, • Interest in or exposure to the cruise, transportation, or maritime industry, • Experience working with private and/or public sector planning and development processes, • Demonstrated analytical and project management capabilities, with a focus on accuracy and detail, • Experience with Power BI or similar data visualization tools, • Advanced proficiency in Microsoft Excel for financial modeling and data analysis, • Effective written, verbal, and visual communication skills, • Demonstrated ability to work independently and collaboratively, manage priorities, and deliver results, • Experience conducting financial structuring and investment analysis, including NPV, IRR, and other scenario modeling, • Familiarity with NYC-specific planning and development processes NYCEDC is committed to offering competitive benefits to support employee health, happiness, and work-life balance. We offer comprehensive benefits and unique perks to ensure NYCEDC employees flourish in their professional and personal lives: • Generous employer subsidized health insurance, • Medical, dental, and pharmacy plans, • Vision and hearing benefits, • Flexible spending accounts for healthcare and dependent care, • Short term and long-term disability coverage, • 100% employer covered life insurance and supplemental life insurance coverage, • Up to 25 vacation days, • Floating Holidays and Summer Fridays, • Parental leave - up to 20 paid weeks, • Retirement savings programs, • Company-paid 401(a) defined contribution plan, • 457(b) tax-advantaged retirement savings plan, • Tuition Reimbursement program, • Continuing education and professional development, • Public Service Loan Forgiveness (PSLF) eligible employer, • College savings plan, • Backup childcare, • Gym membership discounts, • A Calm.com membership for mindfulness and mental health support The New York City Economic Development Corporation is an Equal Opportunity Employer. Our Diversity, Equity, and Social Responsibility Mission is to create a People First strategy by attracting, retaining, and engaging a diverse and talented workforce. Like the city of New York, NYCEDC knows our strength comes from each of our connected parts, making the fabric of our organization better and stronger because of our unique employees' talents. For more information, visit our website at edc.nyc.

Job Description Arena Investors, LP, is a global investment management firm that seeks to generate attractive risk-adjusted, consistent, and uncorrelated returns. Together with affiliate Ceres Life Insurance, Arena forms part of Westaim Corporation (TSXV: WED), an integrated asset management and life insurance provider with equity capital to support up to $10 billion in assets. Arena provides creative solutions for those seeking capital across all corporate, real estate, and structured finance investment areas, at all levels of the capital structure, and in all developed markets, alongside operational capabilities to manage and improve the businesses and assets in which it invests. Arena launched its Secondaries & Liquidity Solutions (SLS) strategy in 2022 which focuses on secondary transactions to provide liquidity solutions to limited partners, funds, and directly to companies. Arena is looking to expand the SLS team. This individual will be a key early member on a small growing team with the opportunity to play a meaningful and impactful role in the evolution of the SLS strategy. In this role, this individual will drive the sourcing, due diligence, execution, and monitoring of SLS investments. Key Responsibilities: • Lead Origination & Execution: Drive the entire deal lifecycle, from initial business development and negotiation with counterparties to building comprehensive cashflow models, drafting investment memos, and overseeing legal documentation and post-closing activities., • Cross-Functional Collaboration: Foster strong relationships with internal stakeholders, including Asset Management, Finance, Accounting, and Loan Operations, ensuring seamless coordination and efficient execution., • Team Leadership & Mentorship: Oversee junior team members, providing guidance and support while fostering a collaborative and high-performing environment., • Market Intelligence & Analysis: Stay abreast of market trends and competitive landscapes., • Proven Track Record: approximately 10 to 15 years of professional experience in structured finance loan originations, with a preference for candidates with expertise in underwriting and structuring consumer and/or commercial credit transactions., • Education: Master's degree preferred, but a Bachelor's degree with relevant professional experience is acceptable., • Analytical & Problem-Solving Skills: Demonstrated ability to analyze complex data, identify key risks and opportunities, and develop creative structuring solutions., • Exceptional Communication & Interpersonal Skills: Excellent written and verbal communication skills with the ability to effectively convey complex information to diverse audiences., • Results-Oriented & Collaborative: A strong work ethic, a collaborative spirit, and ability to work within a fast-paced and dynamic environment., • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Wellness Resources

Job Description Job Overview Reporting to the Executive Director, the responsibilities for the Director of Finance and Operations are diverse, encompassing both high-level strategy and direct operational management. 1. Strategic Financial Management: Develop and implement long-term financial strategies, including planning, budgeting, and forecasting to support the agency’s mission and goals., 2. Financial Reporting and Compliance: Oversee all accounting processes, ensuring the preparation of accurate and timely financial statements in accordance with US Generally Accepted Accounting Principles (GAAP) for nonprofits. This includes managing internal controls, external audits, NYS Consolidated Fiscal Reporting System (CFRS), NYS Consolidated Budget Report (CBR) and other state and federal grant compliance., 3. Operations Oversight: Supervise and manage day-to-day administrative and operational areas, including human resources, information technology, facilities management, and vendor relationships., 4. Cash Flow and Treasury Management: Collaborate with Archdiocese of New York, Department of Education Finance Department regarding cash flow, liquidity, banking relationships, and investment operations to ensure the agency’s financial stability and optimize working capital., 5. Leadership and Team Development: Mentor and lead the finance and operations teams, promoting a culture of high performance, continuous improvement, and accountability., 6. Risk Management: Work with risk management team of the Archdiocese of New York to ensure appropriate insurance coverage for the agency., 7. Board Liaison: Serve as the primary liaison to the agency’s Board of Directors, Finance and Audit Committee, effectively communicating critical financial and operational matters and providing data-driven insights., 8. Process Improvement: Evaluate and enhance financial and operational systems and processes to improve automation, accuracy, and overall efficiency. Requirements: • Business or Accounting degree required, an MBA preferred., • Must be familiar with nonprofit finance and accounting regulations, as well as proficient in NYS Consolidated Fiscal Reporting System (CFRS), NYS Consolidated Budget Report (CBR) and other state and federal grant compliance., • Minimum 5 years’ experience in a management role, ideally with both external audit and in-house financial management., • Experience as an employee of a nonprofit organization., • Excellent judgment and creative problem-solving skills including negotiation and conflict resolution skills., • Demonstrated success leading the assessment, development, and implementation of financial initiatives, administrative, and organizational development policy improvement., • Ability to work effectively individually and as part of a team., • Ability to provide leadership training, coaching, and support across the agency., • Flexible and adaptable; open to feedback and improvement with positive attitude., • Demonstrated history of being organized, thriving under pressure, remaining calm while taking on difficult challenges, delivering on deadlines, and ability to take on multiple projects., • Superior management skills: ability to influence and engage direct and indirect reports and peers., • Self-reliant, good problem solver, results oriented., • Exceptional written, oral, interpersonal, and presentation skills., • Able to maintain confidentiality at all times., • Proficiency in Microsoft Office and Microsoft Excel., • Familiarity with QuickBooks and Lawson.Company DescriptionFor 53 years, ADAPP is dedicated to serving, with excellence, the children, adults, and families within the schools, parishes, and communities of the Archdiocese of New York. As a New York State Office of Addiction Services and Supports (OASAS) prevention provider, we strive to provide innovative, comprehensive services, including counseling and education, to prevent and intervene in the use of alcohol and other drugs.For 53 years, ADAPP is dedicated to serving, with excellence, the children, adults, and families within the schools, parishes, and communities of the Archdiocese of New York. As a New York State Office of Addiction Services and Supports (OASAS) prevention provider, we strive to provide innovative, comprehensive services, including counseling and education, to prevent and intervene in the use of alcohol and other drugs.

Job Description Job Location: New York, Boston or Atlanta Office Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: • Financial modeling and analysis across a wide range of industries, • Drafting descriptive memoranda for sale and financing assignments, • Creating materials for advisory assignments, including fairness and valuation opinion presentations, • Identifying, evaluating and contacting potential targets or acquirers, • Organizing and coordinating due diligence sessions with transaction counterparties, • Preparing presentations and pitch material for the solicitation of new business Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

Job Description Title: Trust and Estates Tax Partner, Private Client Group Department: Private Client Group Supervises: Trust and Estates Tax Team 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: Anchin is looking for a Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives. RESPONSIBILITIES: • Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms 706, 709, 1041, etc.)., • Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities., • Address technical issues and provide guidance on complex trust and estate structures., • Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters., • Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust., • Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning., • Mentor and develop the team to foster a culture of collaboration and continuous learning., • Delegate effectively while ensuring work quality and adherence to deadlines., • Participate in internal training programs to share expertise and enhance team capabilities., • Lead marketing and networking efforts to attract new clients and expand existing relationships., • Collaborate with other practice areas to deliver integrated solutions to clients., • Represent the firm at industry events and conferences., • Manage risk exposure through thorough review and documentation of tax positions. Education: • Bachelor's degree in Accounting, Taxation, or a related field. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in investment banking, M&A advisory, capital markets, leveraged finance, restructuring, valuation, financial modeling, and structured deal workflow review. This role supports current and upcoming remote consulting opportunities focused on structured investment banking review, financial modeling assessment, deal execution workflows, valuation analysis, capital markets documentation, transaction materials, and high-quality project execution. Selected professionals will apply their investment banking expertise to review realistic deal scenarios, evaluate financial outputs, prepare structured written feedback, and support accurate, evidence-based transaction workflow tasks. Key Responsibilities Professionals in this role may contribute to: Financial Modeling & Valuation Review • Review investment banking scenarios involving DCF models, comparable company analysis, precedent transactions, financial statement analysis, capital structure review, and valuation methodologies, • Evaluate financial models against source materials, deal assumptions, calculation logic, market context, and documented review criteria, • Support structured review of valuation outputs, model mechanics, scenario analysis, market commentary, and financial schedules, • Review transaction scenarios involving deal screening, due diligence checklists, management presentations, pitch materials, fairness opinion support, and deal documentation, • Evaluate M&A and advisory materials against transaction context, client objectives, process requirements, buyer or seller considerations, and industry conventions, • Support structured review of CIM summaries, management presentations, pitch decks, diligence trackers, process timelines, and transaction workstreams, • Review capital markets scenarios involving ECM, DCM, leveraged finance, syndication processes, restructuring, special situations, credit analysis, and securities-related materials, • Evaluate outputs against SEC-related considerations, market standards, capital structure requirements, financial terminology, and deal-specific documentation, • Annotate, label, or validate materials across investment banking use cases such as market updates, financing options, industry coverage, credit memos, and transaction summaries Strong candidates may have: • 3+ years of professional experience in investment banking, M&A advisory, capital markets, leveraged finance, restructuring, special situations, transaction advisory, or related financial services roles, • Background in one or more areas such as M&A, ECM, DCM, leveraged finance, credit, restructuring, special situations, fairness opinions, or industry coverage groups, • Familiarity with investment banking workflows involving pitch materials, valuation, transaction execution, financial modeling, due diligence, management presentations, syndication, and deal documentation, • Comfort reading and preparing banking artifacts such as pitch books, valuation models, comps tables, precedent transaction analyses, diligence checklists, market commentary, management presentations, and deal summaries, • Strong analytical thinking and written communication skills, • A degree or professional background in finance, accounting, economics, business administration, mathematics, statistics, or a related analytical field is helpful, • Experience at a bulge bracket bank, elite boutique, middle-market investment bank, regional bank, transaction advisory firm, credit platform, or restructuring advisory group, • Familiarity with DCF, comps, precedent transactions, LBO analysis, merger models, SEC materials, debt financing, equity offerings, restructuring workflows, or capital structure analysis, • Experience preparing or reviewing pitch decks, valuation models, fairness opinion materials, diligence trackers, financing memos, syndication materials, or management presentations, • Series 7, 63, 79, CFA, MBA, or related finance credentials are helpful, • Apply investment banking and deal execution expertise to structured remote project work, • Contribute to high-quality financial modeling review, valuation assessment, transaction workflow analysis, and capital markets evaluation, • Work on flexible assignments aligned with your banking or deal advisory background, • Use your transaction judgment in a focused, detail-oriented review environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $110–$145 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: .

Job 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 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 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 We are seeking an experienced Management Company Manger to join our Alternative Investment Management team. The successful candidate will be responsible for overseeing and managing all accounting and financial reporting activities for our Management Company entities. This role requires an individual with strong attention to detail, exceptional analytical skills, client servicing and experience in the alternative investment industry. What you’ll do • You'll manage accounting and financial reporting for Management Company entities, including financial statements, management accounts, and regulatory reporting., • You'll oversee fiscal operations such as the chart of accounts, accounts payable/receivable, and expense allocations including travel and entertainment., • You'll lead the monthly close cycle, ensure compliance with accounting standards and regulations, and collaborate with client finance teams., • You'll liaise with auditors, tax advisors, and other stakeholders while reconciling cash flows, preparing ad-hoc reports, and supporting new client onboarding., • 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 ($88,000 - $120,000).Qualifications, • You manage and develop accounting teams across multiple entities and locations with proven leadership skills., • You hold a bachelor’s degree in Accounting, with a professional qualification such as CPA, ACA, or ACCA preferred., • You bring over five years of experience in accounting and financial reporting within the alternative investment industry, with strong knowledge of US GAAP., • You demonstrate excellent analytical, communication, and interpersonal skills, collaborating effectively with stakeholders while meeting tight deadlines with precision., • You are proficient in Microsoft Office, especially Excel, experienced with QuickBooks, and familiar with ERP systems like Sage or NetSuite, while continuously strengthening your accounting expertise. Additional Information 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 6,500+ employees - from 94 nationalities, across 24 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 lead to our sustainability and success. We’re emotionally invested in our clients right from the beginning.

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. Education: • Bachelor's degree in law, accounting, finance, or related field., • 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. 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.