Investment accounting jobs in Jersey City, New Jersey - Page 4Create job alerts

Job DescriptionDescriptionOverview The Investment Office is responsible for the Library’s $1.9 billion endowment investment program. Though the Library receives substantial funding from the City of New York as an independent nonprofit entity, the endowment's spending provides crucial ongoing support for the Library’s annual operating budget. The endowment portfolio is invested through external managers and is currently allocated across various asset classes and strategies, including domestic and international equities, marketable alternatives, private capital, real assets, and fixed income. Reporting to the Chief Investment Officer, the Director of Investment Operations is responsible for developing a strategic vision for the best-in-class operational infrastructure for a global, multi-asset-class portfolio. They are a critical part of the Investment Office's institutionalization. The individual should have a strong understanding of industry best practices in investment operations. They will manage performance and risk analysis, operational due diligence, fund data management, and the reporting and reconciliation of investment operations processes. This is a senior individual contributor role within a lean, flat investment office. We are looking for someone we can count on to…Own: • Delivering performance and risk reporting across the portfolio, • Executing investment operations, including subscriptions, capital calls, and cash management, • Managing document and data infrastructure for the portfolio, • Coordinating the annual audit and tax process with NYPL’s internal finance teams, • Identifying, piloting, and operationalizing AI tools across Investment Office workflows, • Serving as the point-person for the Investment Team across departments, including Finance, Technology, and Procurement, • Managing relationships with external vendors and service providersGrow:, • Data capture and analytics on existing investments, including through AI-assisted tools and automation, • Asset allocation review process, • Understanding of operational risks within our portfolioLearn:, • The office’s existing investment portfolio, systems, and workflows, • The evolving landscape of AI and technology applications in institutional investment managementImprove:, • Operations, investment infrastructure, and processes, • The office’s approach to data quality, system integration, and reporting efficiencyOur expectations for this person are that within…1 month, this person will:, • Become familiar with our existing performance, risk, and document management systems, • Understand our capital call and subscription processes, • Build relationships with our external vendors and the internal Finance team3 months, this person will:, • Have familiarity with our existing portfolio and strategy, • Make an initial assessment of the strengths and weaknesses of our current processes and systems, • Participate in operational due diligence on pipeline managers and evaluate the strengths and weaknesses of their operational infrastructure6 months and beyond, this person will:, • Make recommendations for areas of process improvement — potentially via vendor changes, increased reporting, or areas for efficiency — and implement those recommendations, • Take on full ownership of our operational due diligence process, • Have full management and responsibility for all portfolio, risk, and document management systems Responsibilities, • Prepare monthly and quarterly performance reports for the CIO and Investment Committee, including portfolio attribution, risk metrics, and benchmark comparisons, • Process capital calls, subscriptions, redemptions, and in-kind distributions, coordinating cash movements with the internal finance team, • Prepare and manage subscription documents, side letters, and investment office contracts through execution, • Oversee operational due diligence on prospective managers and ongoing monitoring of existing managers, tracking material changes to fund structure, personnel, or service providers, • Manage the onboarding, implementation, and ongoing maintenance of portfolio management systems in coordination with internal technology and purchasing teams, • Bachelor’s Degree in Finance, Economics, Accounting, or a related fieldRequired Experience, • 7+ years of work experience in operations in an institutional investment office, endowment, foundation, OCIO, or fund administratorRequired Skills, • Detail-oriented with strong analytical and quantitative capabilities, • Strong project management skills; able to manage multiple complex long and short-term projects in a dynamic, demanding environment, • Solid understanding of investment strategies, asset classes, and financial markets, • High degree of comfort with and interest in systems and applications relevant to investment operations, trading, reporting, and risk management, • Self-motivated and directed, with the ability to work independently in a lean team environmentPreferred Qualifications, • Experience with or demonstrated interest in applying AI tools to investment operations workflows — including data aggregation, reporting automation, or portfolio analytics — and an ability to evaluate emerging technologies for practical application in an institutional investment context, • Be Helpful to patrons and colleagues, • Be Resourceful in solving problems, • Be Curious in all aspects of your work, • Be Welcoming and InclusiveWork Environment, • Office settingPhysical Duties, • N/APre-Placement Physical Required?, • NoUnion/Non Union, • Non-UnionFLSA Status, • ExemptSchedule, • Mon-Fri, 10am-6pm, • This is a hybrid role - 3 days on-site; 2 days remoteThis job description represents the types and levels of responsibilities that will be required of the position and shall not be construed as a declaration of all of the specific duties and responsibilities for the role. Job duties may change if Library priorities change. Employees may be directed to perform job-related tasks other than those specifically presented in this description as needed. The New York Public Library Salary Statement At the Library, we believe that pay transparency and pay equity are important to ensuring we source the best candidates and keep the best employees. When making a determination as to the appropriate salary for a candidate, we consider a variety of factors such, including, but not limited to, the position requirements, the skills, prior experience, and educational background required or preferred for the job, the scope and impact of the role within the organization, internal peer equity, and the candidate's specific training, experience, education level, and skills. No single factor is conclusive; the Library reserves the right to consider any and all relevant factors and make a decision consistent with its policies. Union Salaries are determined by collective bargaining agreement(s).

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role: We are hiring a high performing Director of Strategic Partnerships to build, manage, and oversee partnerships at Arch. Partnerships are a pivotal channel for expanding new business and deepening existing customer relationships. Channel partners not only generate new business, but also enrich our ability to serve and delight customers. You will play an important role in developing new partnerships, strengthening existing partnerships, and solidifying Arch’s role as the connective tissue across the wealth and alternative asset management world. Your responsibilities will include: * Arch partners with peer technology companies, large banks, and other financial services firms. You will identify and relentlessly build new partner relationships, as well as nurture and deepen existing partnership channels. * Strategize / liaise with partners to showcase how Arch will create value for partner firms and their customer base. * Manage product priorities for key partners, coordinating across sales/operations, product, and engineering. * Own key aspects of the partner marketing strategy including external client collateral, press releases, and broader GTM engagement strategy. * Generate inbound referrals and strengthen the Arch product experience. Reach out to us if you: * Have 7 - 10 years of experience in partnerships at high-growth companies, preferably in a fintech, B2B, SaaS, or startup setting. * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field. * Can execute in the weeds, as well as zoom out to the bigger picture strategy. * Are able to manage a diverse set of partner relationships, from the biggest banks in the world to the entrepreneurial sole proprietor. * Are organized, thorough, creative, and passionate – you’re not afraid to think outside the box. * Thrive in a fast-paced, entrepreneurial environment. * Enjoy taking initiative, and going above and beyond are part of your character. * Are comfortable owning material creation that will empower how Arch communicates with key external stakeholders. * Can show organizations, from individual consultants to fortune 50 companies, the value in working with Arch. Bonus points if you: * Possess deep understanding of Alternative Investments industry trends, products, and services. * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s. A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $120K - $140K

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. We are seeking a highly motivated and results-oriented Managing Director / Director to join our North American Structure Finance & Products team. In this role, you will be at the forefront of originating and structuring asset-based investments in a variety of commercial and consumer sectors. 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., • Drive Business Development: Play a key role in identifying and pursuing new investment opportunities Requirements 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 commercial and/or consumer 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., • The highest level of personal integrity and ethical standards. A positive attitude, strong work ethic and a desire to work collaboratively across the organization. Benefits • 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, • Free Food & Snacks, • Wellness Resources

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description This position demands a high level of accuracy, critical thinking, and independent problem-solving, and a strong focus on quality and results. The role involves analyzing complex compliance issues and developing, implementing, and testing compliance programs for clients in the alternative and traditional investment sectors. It requires professionalism, sound judgment, and adaptability to client-driven schedules, while also supporting regulatory exams and outsourced Chief Compliance Officer functions. What you’ll do • You'll help manage client engagements, providing strategic compliance guidance with minimal oversight from senior leadership, • You’re responsible for ensuring timely and accurate completion of client deliverables, including annual reviews, regulatory filings, and updates to compliance policies and procedures, • You will lead client trainings, mock regulatory exams, and provide hands-on support during SEC and FINRA examinations, • You’ll stay on top of regulatory changes, guide clients in developing internal controls, and offer practical solutions to complex compliance issues, • 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 ($155,000 - $175,000). Qualifications, • You bring 4 plus years of compliance experience, ideally from a registered investment adviser, law firm, investment consulting firm, or have practiced law regarding registered investment companies, • You have a strong knowledge of the Investment Advisers Act of 1940 and the Investment Company Act of 1940., • You’re familiar with SEC examination practices and preferably have hands-on experience with both actual and mock exams., • You understand regulatory frameworks beyond the SEC, including CFTC, NFA, and FINRA requirements., • You’re expected to apply your regulatory knowledge to guide clients effectively and ensure their compliance programs are robust and up to date. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Katten is a full-service law firm with approximately 650 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. Trust and Estates Administrator The Trust & Estates Administrator is responsible for providing paralegal support and assistance to supervising attorneys and paralegals in all aspects of estate and trust administration. The T&E Administrator maintains professionalism and strict confidentiality in all client and Firm matters. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). Client billable hour requirement: 1,550 hours annually Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Prepare and file probate petitions and related documents with the Surrogate’s Court, • Prepare and file court inventories of estate assets, • Collect, marshal, and distribute estate and decedent assets by coordinating with banks, brokerage firms, insurers, and appraisers, • Open, establish, and maintain estate and trust checking accounts, • Pay decedent bills and estate or trust administration expenses, • Ensure estate and trust accounts are properly funded to meet tax and expense obligations, coordinate fund transfers when necessary, • Prepare receipts and releases related to estate and trust distributions, • Compile all necessary information for preparation of federal and New York State estate tax returns, • Prepare and file estate tax returns; assist with and prepare for federal and state tax audits, • Compile information required for annual income tax returns for estates and trusts, • Monitor and manage tax return extensions to ensure timely filings, • Review completed tax returns; prepare payment checks, obtain signatures, and submit to taxing authorities, • Coordinate with outside accountants; forward executed tax returns and maintain archival files, • Pay quarterly estimated taxes on behalf of trusts and estates, • Coordinate payment of insurance premiums for trusts holding insurance policies, including requesting funds from clients when necessary, • Draft client correspondence and internal memoranda, • Serve as a primary point of contact for client communications regarding estate and trust matters, • Research and resolve inquiries, issues, or requests in coordination with attorneys and third parties, • Organize, maintain, and archive estate and trust files in accordance with firm requirements, • Maintain up-to-date time reports to ensure accurate client billing., • Other duties may be requested and/or assigned. Supervisory Responsibilities • This position has no direct supervisory responsibilities, however, has the authority to delegate and supervise work performed by Project Assistant and/or Paralegal I staff on a case-by-case basis. Knowledge, Skills and Abilities • Bachelor’s degree and 10 or more years estate and trust administration experience, including managing all aspects of estate and trust accounts preferably in a law firm environment are required; or equivalent combination of education and experience. Paralegal certificate from an ABA-accredited paralegal program a plus., • Computer proficient, Internet research, Excel, Outlook and MS Word preferred. Applicable knowledge of legal and investment terminology with a strong trust administration background and proficiency in tax return and fiduciary accounting programs and fiduciary income tax forms and extensions. Ability to prepare federal and state estate tax returns., • Excellent organizational skills including record keeping, data collection, and system information. Ability to compile and analyze data and furnish information in report format, written correspondence, e‑mail, or verbally., • Excellent interpersonal, verbal, and written communication skills. Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts., • Analytical skills requiring an aptitude for detail and accuracy in order to analyze and research estate and trust account data, process information, and perform essential duties., • Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment. Ability to act independently and make decisions within scope of the position’s responsibilities., • Ability to organize and manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, adapt to changes in workflow, and ensure work is completed within defined deadlines. Proactive with excellent troubleshooting, problem resolution, and follow-through skills., • Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare estate and trust-related documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance., • Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents., • Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc., • Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds., • Work occasionally requires more than 35 hours per week to perform the essential duties of the position. The annualized salary range for this position is $110,000 to $130,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law. We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution; transportation fringe benefit program; back-up care option; generous paid time off policy; and long-term and short-term disability policies. Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Description Assistant Controller My client is a Registered Investment Advisor (RIA) that manages multiple funds and has in excess of $3B in AUM. The various funds invest in quite a diversified portfolio of securities, including public and private equity, private lending, corporate bonds, futures, interest rate, and volatility swaps. This role will report directly to the Controller. MUST HAVE FUND ACCOUNTING OR FSO PUBLIC AUDIT EXPERIENCE Responsibilities: • Prepare daily P&L reconciliations, margin reconciliations and derivative settlements, • Prepare reporting of daily Fund performance (internally and externally) across multiple products, • Assist with trade booking, prepare new security set-up and ensure correct trade allocations, • Perform daily portfolio cash & position reconciliations and resolution of trade settlement issues, • Work closely with the Controller and CFO on the month-end close, • Compute P&L attribution and various portfolio statistics, • Oversee the Funds’ performance reporting to investors on a weekly and monthly basis, including building and maintaining performance schedules with complex fee structures, hurdles and high water marks, • Project oriented work to assist with various operational functions, including counterparty exposure, collateral management, treasury, regulatory and exposure reporting, • CPA preferred but not required, • MUST HAVE 2+ years of public accounting or fund accounting experience, • Strong product knowledge of the following: equities, futures, derivatives and FX, • Proficiency in Excel required, • Highly motivated, detail oriented individual

Job DescriptionJob Title: AML Officer Services – Administrator/AssociateDepartment: Compliance Job Description: Client X offers an outsourced AML Officer Service to its fund administration clients. Client X is currently seeking an administrator to work within the AML Officer Services team to provide support for Client X’s client appointed Anti-Money Laundering Compliance Officers and Money Laundering Reporting Officers. The candidate needs to possess exceptional organizational and communication skills as well as a strong attention to detail. Key Accountabilities of the Role: • Provide support to the AML Compliance Officer in provision of the AML Officer Services, • Assist with testing of know your customer information collected on new client onboarding to ensure compliance with Client X’s anti-money laundering procedures and the Cayman Islands AML/CFT Regulations, • Review any investors which are have positive matches to sanctions lists and provide information to the AML Officer Services - Supervisor, • Review client provided representation letters for investment risk ratings or sanctions monitoring, if applicable., • Assist with the compilation of investor data metrics and information, • Maintenance of various regulatory logs including High Risk Investor Logs and Declined Business Logs, • Preparation of client and board reporting, • Liaise with clients, directors and internal parties as necessary, • Establish good working relationships with other Client X Departments, • Assist with any ad-hoc projects as requiredPre-requisite knowledge, skills and experience:, • Accounting, Finance, Legal or Business Degree - Minimum 2.2 honors degree, • Strong verbal and written communication skills, • Efficient and well organized with exceptional attention to detail, • Ability to work under pressure and to tight deadlines, • Self-motivated with the ability to work effectively within a team structure and individually, • IT literate

Job DescriptionAbout UsNourish is on a mission to improve people's health by making it easy to eat well. Nutrition-related chronic disease is the largest and most overlooked crisis in the world. Food can be medicine: working with a Registered Dietitian is one of the most effective interventions available, but <1% of eligible Americans use their covered benefits.Nourish is building an AI-native, patient-friendly healthcare system centered on nutrition that improves outcomes, lowers costs, and helps people live healthier, longer lives. We launched three years ago, are live in all 50 states, and already have thousands of dietitians and hundreds of thousands of patients on the platform.We are growing quickly, have partnered with national health insurance companies and provider groups, and have raised $115M from top-tier VCs including JP Morgan Growth Equity, Thrive Capital, Index Ventures, Y Combinator, Maverick Ventures, Box Group, Atomico, G Squared, and Pinegrove Venture Partners. Our angel investors include world-class healthcare founders from Oscar, Rightway Health, Headway, Spring Health, and Alto Pharmacy, as well as soccer star Alex Morgan and the founders from Olipop and Notion.Learn more about us here and read about our recent Series B here.About the Role Nourish is looking for a Strategic Finance Lead to be a core part of our financial planning function and serve as a thought partner to the business. This is a high-ownership role with real scope from day one — you'll work closely on our planning and forecasting processes, own key parts of the corporate operating model, and partner with the CFO, Senior Director of Strategic Finance, and executive team on performance and strategic direction. This person will report into our Senior Director of Strategic Finance. Based in our Flatiron office, NYC — in-person 3–4 days per week. Key Responsibilities: • Own key sections of the 3-statement corporate operating model — maintaining accuracy and running core aspects of the planning and forecasting process (annual operating plan, rolling forecasts, long-range planning), • Drive and maintain our KPI framework — building cohort models and tracking key metrics across retention, LTV, payback, and margins to sharpen financial performance, • Build and support our financial reporting cadence — weekly, monthly, and quarterly packages for the exec team, board, and investors that go beyond the numbers to drive decisions, • Drive G&A and headcount cost forecasting and reporting — partnering with department heads to build accurate forecasts, surface risks early, and identify opportunities to optimize spend, • Serve as a key finance business partner across the organization, driving smarter investment decisions and strategies to optimize cost, improve unit economics, and accelerate growth, • Support ad hoc strategic work — capital raises, M&A, and other high-impact initiatives, • Drive improvement and automation across our finance systems and processes — leveraging AI and planning software where it adds value to improve forecasting accuracy, decision speed, and how insights are delivered to the businessWe'd love to hear from you if:, • You have 5+ years of Strategic Finance, FP&A, or Corporate Finance experience at a high-growth company, with a background in investment banking, consulting, or M&A transaction services, • You have demonstrated experience building and owning 3-statement corporate financial models from the ground up, • You're comfortable operating across the full planning cycle — annual budgeting, rolling forecasts, and performance reporting, • You have strong business partnering instincts — you build trust across functions, facilitate difficult conversations, and distill complexity into clear narratives that drive decisions, • You're an expert in Excel / Google Sheets with strong accounting fundamentals, • You're highly process-driven and technically curious — comfortable working across data and reporting tools to automate workflows, and genuinely excited about how AI is reshaping finance, • You're an owner — proactive, detail-oriented, and comfortable managing multiple workstreams in a fast-paced environment, • You're highly fluent in AI, data, and modern tooling — comfortable leveraging AI workflows, vibe coding lightweight solutions, and working hands-on with data to improve decision-making, automate analysis, and scale finance operations efficientlyMore InformationMission & Vision & SuccessNourish Clinical PhilosophyValuesWhy Nourish ExistsCompensation & BenefitsHow We WorkPlease note that you must be legally authorized to work in the U.S. for this position.

Job Description REV Renewables, an LS Power company, is a leading developer, owner, and operator of renewable energy and energy storage projects across North America. With over 2.9 GW of operating assets and a robust development pipeline—REV is at the forefront of the clean energy transition. Our mission is to deliver affordable, reliable, and clean electric power to all. Through a commitment to innovation, REV continuously adapts to the evolving regulatory, environmental, and market landscape to deliver optimized energy solutions. Learn more at . Job Summary: REV Renewables is seeking a Finance Associate to join our growing Finance team. The ideal candidate will be someone with strong, demonstrated financial modelling and data analysis skills, and who is comfortable in a fast-paced, transaction-driven environment. This position will interact with and support teams across the organization, including Finance, M&A, Development, and Strategy. Duties/Responsibilities: • Develop and maintain project and corporate-level financial models for M&A, corporate development, financing and strategic activities., • Design investment and marketing materials for financial transactions., • Support the structuring and execution of project-level debt and tax equity financings for renewable energy assets., • Coordinate and manage due diligence activities with both internal and external stakeholders., • Assist with the creation and maintenance of REV’s internal projections and budgets., • Actively communicate with industry peers and present marketing intelligence and opportunities to internal stakeholders, including executive management., • Analyze market trends and the competitive landscape to identify new market opportunities., • Bachelor’s degree in Accounting, Finance, Business Administration, Project Management, Engineering, or related field., • Strong modelling abilities. Experience with tax equity modeling preferred but not required., • 3+ years experience in Finance or M&A, preferably within renewable energy., • Must be able to sit/stand at a desk, using a computer workstation., • The employee is occasionally required to climb, balance, stoop, kneel, crouch, reach with hands and arms, walk; lift push or pull objects up to 20 pounds., • Must be able to handle long periods of screen time and typing. At REV Renewables, we’re not just transforming the energy landscape—we’re building a workplace where people thrive. Our mission is to accelerate the decarbonization of the electricity supply while ensuring affordability, reliability, and resilience. We do this by empowering our team with purpose, support, and opportunity. Our Core Values • Integrity First – We uphold the highest ethical standards in everything we do., • Teamwork – We foster a collaborative, inclusive, and fun work culture., • Ownership Mindset – We take accountability and act in the long-term interest of our stakeholders., • Thought Leadership – We are creative, purposeful, and diligent in our decision-making. REV is proud to provide a comprehensive and competitive benefits package designed to support employees’ well-being and long-term success. Below are just a few examples: • Employer-sponsored Medical, Dental, and Vision coverage for employees and their eligible dependents., • Health Reimbursement Arrangement (HRA) and Flexible Spending Accounts (FSA)., • Company-paid Life, AD&D, and Long-Term Disability Insurance., • 401(k) with employer contributions., • Generous Time Away policies. REV Renewables is proud to be an Equal Employment Opportunity Employer. We are committed to fostering a workplace rooted in mutual respect, where all applicants and employees are valued and supported. Employment decisions are made without regard to race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, genetic information, military or veteran status, or any other characteristic protected by applicable law. Disclaimer to Agencies: Please be advised we do not accept third-party resumes unless previously agreed to by Human Resources and the Agency.

Job Description Controller Gina Group, is seeking a highly motivated and detail-oriented Controller to join our Finance and Accounting team. The ideal candidate will have a strong background in accounting and finance, with proven experience in financial management, reporting, and controls. As Controller, you will play a critical leadership role in overseeing the company’s financial operations, including budgeting, forecasting, financial reporting, compliance, and internal controls. You will work closely with senior leadership to ensure financial integrity, support strategic decision-making, and drive the overall financial performance of the organization. Responsibilities: Real Estate Syndication: • Maintain and create QuickBooks files for new real estate deals., • Manage quarterly investor distributions through TD Bank and Valley National Bank, including preparing and performing waterfall distributions., • Account for Construction-in-Process projects, including QuickBooks entries and cash flow management., • Oversee accounts payable and receivable, coordinating with staff to ensure accurate recording in trackers and ledgers., • Maintain QuickBooks for the lending company, including journal entries and reconciliations., • Update and manage ledgers tracking partner investments and balances., • Prepare and issue 1099-INT forms for external partners., • Manage cash flow for the lending fund, including oversight of the company’s line of credit with the bank., • Coordinate with staff to draft and finalize lending contracts., • Prepare monthly lending reports utilizing QuickBooks., • Coordinate with CPA to prepare and file tax returns., • Manage and train staff (both entry-level and mid-level employees)., • Bachelor’s degree in accounting and CPA., • 5+ years of accounting or controller experience, preferably in real estate, lending, or investment management., • Strong proficiency in QuickBooks and Microsoft Excel., • Experience managing cash flow, AP/AR, and banking relationships., • Knowledge of tax compliance and experience preparing financial reports., • Ability to train and manage staff and work collaboratively across teams., • Hybrid work schedule (4 days onsite; 1 day work from home) & early Fridays, • Generous PTO and paid holidays, • Comprehensive health, dental and vision coverage with FSA or HSA options, • Pet insurance and pet discounts, • Identity theft protection, • Discounted life insurance, • Short and long-term disability insurance, • Critical illness, accident, and hospital indemnity insurance, • Pre-tax commuter benefits The pay range for this position is ($100,000 – $150,000) annually based on skills and experience.

Job DescriptionRhodium Group is recruiting a Research Analyst to join the company’s China Practice. The preferred location is Rhodium Group’s New York or Washington DC office. Location: New York, Washington, DC | Apply by: May 15, 2026 Position description Rhodium Group is looking for an entrepreneurial and talented Research Analyst to join our world-class team of economists, policy and geopolitical analysts, researchers, and data engineers. As a Research Analyst in Rhodium Group’s China Practice, you will support the team’s research on one or several of the following issues of strategic interest to our public and private sector clients: • China’s economy and macroeconomic policies, • China’s global trade and investment, • US, EU, and G7-China policy and economic dynamics, • China’s industrial and technology policy trends, and US-China tech competition, • Other China-related global trendsRhodium Group is expanding its expertise in the automotive, pharmaceutical, medtech, chemicals, critical minerals, and shipping sectors, as well as trade modeling, growth accounting, and industrial policy monitoring. Professional experience as an analyst in these industries is a plus. Position responsibilities • Provide research support for client deliverables, including research notes, briefing decks, email alerts, etc., • Provide research and writing support for longer-form client projects., • Conduct regular tracking of news, policy developments, and key data indicators of interest to clients., • A master’s degree in international economics, international affairs, China/Asia studies, political science, law, or other relevant fields; or a bachelor’s degree in similar fields plus at least two years of professional experience., • Strong understanding of China’s economy and macroeconomic policies, China-world trade and investment trends, as well as geopolitical dynamics, technology competition, industrial policy and subsidies, supply chain security, and regulatory trends influencing China’s economic engagement with the world., • Excellent research and data analysis skills with the ability to prepare clear and accurate reports of research results. Ability to synthesize policy developments and/or economic data into succinct and compelling stories., • Excellent verbal and written communication skills, including ability to present information clearly and concisely through memos, reports, briefings, and other deliverables., • Strong organizational skills, attention to detail, and capacity for self-directed work. The candidate should be capable of handling multiple time-sensitive projects at once and independently produce client-ready, polished outputs., • Near native-level English writing and speaking skills, as well as high degree of reading proficiency in Chinese (to include ability to quickly read, summarize, and extract key findings and nuance from Chinese-language newspaper articles and policy documents)., • Strong proficiency with Excel for data analysis and visualization. Experience with economic and commercial databases, including CEIC, WIND, and Bloomberg Terminal., • Work authorization in the United States required.The following qualifications are a strong plus:, • Professional experience doing research on China to support decision-makers in government, business, or think tanks., • Demonstrated experience in sectoral or industry-level research in automotive, pharma, medtech, chemicals, critical minerals, shipping, and/or experience with trade modeling, growth accounting, or industrial policy analysis., • Proficiency in R or Python for data analysis. Location and travel requirements, • The preferred location for this role is New York or Washington, DC Rhodium Group offers competitive compensation, a progressive benefits package, and opportunities for intellectual and professional advancement while working with a talented and entrepreneurial group of colleagues. Rhodium Group compensates based on the level and requirements of the role. Salary within our range may also be determined by factors including, but not limited to, your education, experience, knowledge, skills, and abilities, as required by the role, as well as geographic location, performance, travel requirements, sales or revenue-based metrics, internal equity, alignment with market data, and business or organizational needs. Typically, a Research Analyst joins at $93,173. You will also have an additional 15% bonus target based on a combination of company and individual performance. About Rhodium Group Rhodium Group is an independent research provider with deep expertise in policy and economic analysis. We help decision-makers in both the public and private sectors navigate global challenges through objective, original, and data-driven research and insights. Our key areas of expertise are China’s economy and policy dynamics, and global climate change and energy systems. More information is available at . Powered by JazzHR oDJ8vz3qYc

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Requirements About the Role We're looking for a Senior Internal Auditor who brings a strong foundation in audit and risk, combined solid audit fundamentals with a data-driven, technology-forward mindset. This role will independently lead audit engagements across the business, and build continuous auditing tools using AI-assisted programming to enable real-time monitoring of key internal controls. This is not a traditional audit desk job — you'll work at the intersection of audit expertise and technology, with direct exposure to senior leadership and core business operations. Responsibilities • Independently lead end-to-end audit engagements: including scoping, risk assessment, fieldwork, documentation, and reporting, • Evaluate the effectiveness of internal controls and business compliance across procurement (P2P), marketing, and other operational areas, • Perform deep-dive data analysis to identify anomalies, build detection models, and form independent audit opinions, • Build continuous auditing tools using AI-assisted programming (e.g., Cursor, Claude Code) to enable real-time monitoring and automated alerting on key control points, • Develop and maintain libraries of exception detection rules and analytical templates; drive standardization of audit methodology, • Deliver audit reports, coordinate with cross-regional stakeholders and management, and drive remediation to closure. Contribute to the optimization and development of the internal control framework, helping drive control standardization and continuous improvement across key business processes.Requirements, • Bachelor's degree or above in Accounting, Finance, Audit, Statistics, Data Science, or related field;, • Professional certifications such as CIA, CISA, or CPA, • 5+ years of experience in internal audit, external audit, or related risk & compliance roles; Experience with a Big 4 firm, consulting firm, or leading Tech/Financial service company's internal audit function preferred, • Strong understanding of audit methodologies and internal control frameworks, with the ability to independently manage the full audit lifecycle, • Proficient in SQL for data extraction and analysis; able to independently build data processing pipelines, anomaly detection, and audit tooling using AI-assisted programming tools — we value problem-solving thinking over any specific language; Hands-on experience building continuous auditing or automated monitoring solutions preferred, • Excellent written and verbal communication skills in English; Mandarin Chinese proficiency is strongly preferred, • Strong analytical writing skills with the ability to produce clear, well-structured audit reports, • Demonstrated ability to influence cross-functional stakeholders and drive remediation in a fast-paced environment Benefits What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $95,000-$150,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

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

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking an equity research associate to support our Semiconductors team. The position is located in New York City. The research associate will work in conjunction with and support the senior research analyst in all aspects of developing and marketing equity research products, including company research reports, models, and industry analysis on the Semiconductor supply chain. The position demands independence, initiative, and entrepreneurship. The candidate must have a strong background in finance and accounting, be proficient at modeling companies, and have a passion for equity research. Candidates with strong interest and/or background in technology welcomed. In addition, qualified candidates must be able to demonstrate that they are detailed-oriented, possess an ability to write concisely, and can work well under pressure. In addition to the above, we are looking for a person who possesses, or has the potential to possess, the following characteristics: • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models, and for organizing and maintaining industry data., • Strong writing and analytical skills. Associates are responsible for writing and producing company initiations, equity research reports, and marketing presentations., • A passion for the stock market, the technology industry, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as an understanding of the day-to-day responsibilities of an equity research associate., • Strong sales and communication skills. Associates will interact with internal sales and trading and external clients. Responsiveness and professionalism are important., • Ability to work independently and initiate and accomplish projects with minimal supervision. Self-starters with a strong work ethic are highly desirable. These are necessary skills given the dynamic working environment and demands of working on Wall Street., • Ability to organize, prioritize and manage multiple projects simultaneously. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionCompany Description OUR STORY: Equinox Group is a high growth collective of the world's most influential, experiential, and differentiated lifestyle brands. We restlessly seek what is next for maximizing life - and boldly grow the lifestyle brands and experiences that define it. In addition to Equinox, our other brands, SoulCycle and Equinox Hotels are all recognized for inspiring and motivating members and employees to maximize life. Our portfolio of brands is recognized globally with locations within every major city across the United States in addition to London, Toronto, and Vancouver. OUR CODE: We are passionate about high performance living and we practice what we preach – investing time in our own health and fitness. We believe that everyone has untapped potential within them and it takes a disruptive approach to unleash it. We dream big and don’t settle for the status quo. We sweat the details. We never accept less than 110% to help each other deliver the Equinox experience and enable our members to get great results. We are obsessed with what’s new, what’s now, what’s next. Never following, always leading, and living ahead of the moment in fashion, culture, and consumer behavior. We aren’t just a company; we’re a community vested in each other’s success. We value humility and a team approach at every level of the company. If you are a high performing individual who is passionate about winning and inspiring others then we are excited to discuss career opportunities with you Job Description Equinox is seeking a Senior Manager to join our Strategic Finance team. In this role, you will serve as a trusted financial thought partner to senior business leaders, own the Company’s planning and forecasting processes, and drive high-impact analyses that directly shape strategic and capital allocation decisions across our portfolio of brands. The ideal candidate brings a strong analytical foundation, sharp business instincts, and the presence to influence senior stakeholders. This is a high-ownership role with direct exposure to senior leadership, offering the opportunity to meaningfully shape how the business is run. This role reports to the Vice President of Finance and is based at our headquarters in Hudson Yards. RESPONSIBILITIES • Own and continuously evolve the Company’s long-range financial plan (LRP), with full 3-statement visibility at both business unit and consolidated levels; deliver regular variance analysis and executive-ready reporting, • Lead monthly and ad hoc financial performance analysis versus plan, identifying key business drivers and trends; champion forecasting best practices across the FP&A function, • Serve as a strategic Finance Business Partner to senior business leaders and P&L owners, translating granular operational drivers into financial insight and forward-looking recommendations that influence decisions, • Own the annual budgeting and quarterly re-forecasting cycles, partnering cross-functionally to develop revenue and expense assumptions grounded in business reality, • Lead ad hoc strategic analyses and financial modeling across the portfolio, including unit economics, ROIC, scenario planning, and investment case development, • Own the development of board, investor, and senior leadership materials - synthesizing complex financial data into clear, compelling narratives, • Identify and lead process and systems improvements across the FP&A function, including EPM/OneStream optimization and reporting automation, • Directly manage one Analyst-level direct report, providing day-to-day guidance, coaching, and performance feedback; model high standards for analytical rigor and strategic business partnershipQualifications, • Bachelor’s degree in Finance, Business, Economics, or Accounting a must, • 7+ years in corporate finance or FP&A at a high-performing, private-equity backed company, or 3+ years in investment banking or private equity; consumer, retail, luxury, or hospitality industry experience strongly preferred, • Advanced Excel proficiency and financial modeling expertise; demonstrated ability to build complex, dynamic models from scratch, • Exceptional ability to distill complex analyses into clear, executive-ready narratives and actionable recommendations, • Highly self-directed; able to manage multiple high-priority workstreams simultaneously and operate with urgency in a fast-paced, high-expectations environment, • Rigorous and results-oriented, with an exceptionally high bar for accuracy and output quality, • Strong executive presence and communication skills; able to influence and partner effectively across all levels of the organization, • Experience with OneStream or comparable EPM/BI platforms preferred Additional Information AS A MEMBER OF THE EQUINOX TEAM YOU WILL RECEIVE: • We offer competitive salary, benefits, and industry leading commission opportunities for club employees, • Complimentary Club membership Equinox is an equal opportunity employer. For more information regarding our career opportunities, please visit one of our clubs or our website at All your information will be kept confidential according to EEO guidelines. Must have a legal right to work in the United States.

Job Description Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automates the entire contract-to-cash lifecycle, including billing, collections, revenue recognition, and reporting, to help teams eliminate manual work and accelerate cash flow. High-growth companies like Cursor and Statsig rely on Tabs to generate invoices directly from contracts, reconcile payments in real time, and automate ASC 606 compliance. Founded in 2023, Tabs has raised over $91 million from Lightspeed Venture Partners, General Catalyst, and Primary. The team is headquartered in New York and brings deep expertise in finance and AI. About the Role Channel partnerships is one of our highest-impact growth levers. We're looking for someone to own it. We have an established partner base, a proven referral motion, and a clear playbook for what works. You're a builder who can take this foundation and scale it: dramatically improving activation rates, expanding our ecosystem, and building the commercial motions that will define the next phase of our growth. This is a quota-carrying role with real ownership. You'll manage a portfolio of channel partner relationships, deepening engagement with existing partners, continuously sourcing new ones, and responsible for converting those relationships into consistent, high-quality pipeline. You'll have a genuine seat at the table, shaping how we engage partners, operate more efficiently, and leverage AI to raise the bar for the entire team. What You’ll Do * Own quarterly revenue targets for the channel — build and manage a portfolio of partner relationships with the goal of engaging net-new partners each quarter and increasing referral consistency from existing ones. * Drive step-change growth in the partner channel by identifying opportunities to scale efficiently, including leveraging AI and automation to increase output and improve performance. * Lead partner engagement through product education, market context, and co-developing how partners identify and position high-quality opportunities. * Maintain end-to-end visibility on partner-sourced deals, proactively identifying risks and stepping in at key moments to improve conversion outcomes. * Use data to guide investment decisions — spot what's working, what's not, and adjust accordingly. * Translate partner and market feedback into actionable product direction, helping shape roadmap priorities and improve product-market fit. * Represent the company within your partner ecosystem, building credibility through industry events, forums, and partner-led environments. Who You Are * Commercially driven and comfortable owning hard numbers — you treat pipeline and revenue targets as personal commitments, not guidance. * A high-touch relationship builder who understands the patience that partnerships require and the discipline needed to stay top of mind across a broad portfolio. * Tech-savvy and product-curious — you can quickly translate complex product capabilities into clear, audience-specific value propositions. * AI-forward and always looking for ways to use new tools to work smarter, move faster, and increase impact. * A strategic thinker who can map complex partner ecosystems to clear, executable plans. * Highly collaborative, low ego, and coachable — you thrive in cross-functional environments and have strong stakeholder management instincts. * A builder at heart who is excited to help shape and grow a function at a fast-moving company. Experience * 5+ years of professional experience in partnerships, business development, sales, consulting, fintech, B2B SaaS, or related operator roles. * Proven track record in a quota-carrying or commercially accountable role, ideally with responsibility for pipeline generation, partner activation, or revenue contribution. * Experience in high-growth or early-stage B2B SaaS or fintech is strongly preferred. * Background in Accounting Advisory Firms or existing relationships within the Accounting Advisory ecosystem are a plus. * Understanding of revenue operations, contract-to-cash workflows, billing infrastructure, or finance systems is a plus. Additional Information This role is based in New York City 5 days a week at our Soho office. Perks and Benefits (Full-time Employees) * Competitive compensation and equity * Unlimited PTO * Up to 100% employer covered monthly healthcare premium (medical, dental, vision) * Lunch provided via Sharebite, plus dinner for any later office days. * Parental leave up to 12 weeks * Tax free commuter and parking benefits * Voluntary insurances (Life, Hospital, Critical Illness, Accident) * Employee Assistance Program (Rightway) * Free One Medical Membership * 401k Tabs is an equal opportunity employer. We welcome teammates of all identities and do not discriminate on the basis of race, ethnicity, religion, gender identity, sexual orientation, age, disability, veteran status, or any other protected characteristic. We’re committed to creating an environment where everyone can grow, contribute, and feel comfortable being themselves. Compensation Range: $150K - $190K

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Internal Tools Developer role at Arch is an engineering role whose responsibilities are tightly aligned with the efficiency and overall success of the Operations team. If you love building internal tools to help your colleagues work more efficiently, we want to hear from you. Your engineering/technical responsibilities will include: * Development of new features for internal, employee used web platforms * Automating the acquisition and extraction of financial data from many sources * Reviewing automation outputs ensuring quality and correctness * Building and maintaining internal tools for Arch's Operations team * Overseeing execution and maintenance of a suite of scripts and other internal tooling used to support core business functions. * Assisting with debugging, investigation, and troubleshooting errors. Reach out to us if you: * Love organizing a bit of chaos * Are proficient in JavaScript or another mainstream programming language * Know SQL * Are a quick learner who enjoys partnering with others and solving difficult problems * Are interested in alternative investments and/or financial services * Communicate well and professionally Bonus points if you: * Have web development experience: HTML/CSS and React * Enjoy writing code to process and understand data * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Have taken finance or accounting courses A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $70K - $100K

Job DescriptionWe are partnering with a fast-growing sports media and entertainment platform that sits at the intersection of content, live experiences, and digital distribution. With continued investment and expansion across multiple revenue streams, the team is looking to bring on a Director of Finance to help scale the finance function and support executive decision making. This is a high-impact role working directly with senior leadership, owning core financial operations while helping shape the financial strategy of a business that is actively growing. Director of Finance Responsibilities: • Lead the monthly close process, ensuring accuracy, timeliness, and strong controls across the organization, • Own financial reporting and deliver clear, actionable insights to leadership, • Build and manage budgeting and forecasting processes across multiple business lines including media, content, and live events, • Partner with leadership on strategic initiatives, including new revenue streams, partnerships, and investments, • Oversee cash flow, working capital, and financial planning to support growth, • Develop and improve financial models to evaluate performance and future opportunities, • Strengthen internal processes, systems, and controls as the company scales, • Manage and mentor a growing finance and accounting team, • 8 to 12+ years of experience across public accounting and industry, • Background in media, entertainment, sports, or high growth consumer businesses is strongly preferred, • Strong foundation in accounting with the ability to operate at a strategic finance level, • Experience building forecasts and financial models in dynamic environments, • Proven ability to operate in a fast-paced, evolving business, • CPA preferred, • Strong communication skills with the ability to translate financial data into business insight

Job Description About Karbon Karbon is the global leader in AI-powered practice management software for accounting firms. We provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day. With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture that is recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List. We are looking for a Director of Performance Marketing to lead Karbon's paid and digital growth engine at a pivotal moment. AI is not on the horizon for marketing - it is here. Buyer discovery is increasingly happening through AI-native surfaces. The next generation of search is agentic. This role demands a leader who is not watching these changes unfold, but actively building strategy and systems to get ahead of them. You will own paid media strategy and investment, lead Karbon's approach to AI-native and agentic search, drive the website as a high-converting commercial asset, and architect lifecycle campaigns that grow revenue across the full customer journey. Critically, you will also be expected to build a team that uses AI to work smarter - automating intelligently, experimenting faster, and scaling output without scaling headcount proportionally. About the Role Paid Media Strategy & Execution • Own Karbon's paid media portfolio with agency support across SEM, paid social, display, retargeting, content syndication, and review platforms - leveraging AI-powered bidding, audience modeling, and creative optimization to maximize performance, • Manage a multi-million dollar demand gen and advertising budget and maintain the highest standards for ROAS and payback period efficiencies, • Apply AI-driven tools and platforms to improve targeting precision, reduce CAC, and scale what works, • Partner closely with Sales and RevOps to align paid investment with pipeline targets - using predictive analytics and AI-assisted forecasting to sharpen planning, • Build rigorous measurement frameworks and attribution models, incorporating AI-assisted analysis to surface insights faster and connect spend to revenue outcomes with greater confidence Website & Digital Engagement • Own karbonhq.com as a high-performing commercial asset - along with leading the team responsible for traffic quality, conversion rate optimization (CRO), and pipeline contribution and web development., • Deploy AI-powered personalization, dynamic content, and intelligent chat to improve on-site engagement and accelerate the path from visit to conversion, • Lead experimentation at scale - using AI-assisted testing tools to run more experiments faster, identify winning variants sooner, and continuously compound conversion improvements, • Ensure the site is structured and tagged for maximum discoverability by both traditional crawlers and AI ingestion pipelines, treating technical site health as a strategic competitive lever, • Own Karbon's presence on G2 and other review platforms as both a paid and organic performance channel, covering category sponsorship, profile optimization, review generation programs, and the deployment of G2 assets (badges, comparison pages, buyer intent signals) as conversion tools across the site and campaigns. AI-Native Search Strategy: SEO, GEO, AEO & Agentic Search • This is a defining responsibility of the role. Own and lead Karbon's strategy across the full modern search stack - traditional SEO, generative engine optimization (GEO), answer engine optimization (AEO), and agentic search channels, • Drive Karbon's visibility and authority inside AI-native discovery surfaces - including ChatGPT, Perplexity, Google AI Overviews, Claude, Copilot, and the growing ecosystem of AI agents that research and recommend software on behalf of buyers, • Develop a structured approach to being cited, referenced, and recommended by AI models - understanding how large language models retrieve and surface brand information, and building content and technical strategies that improve Karbon's presence in those outputs, • Anticipate and build for the agentic web: as AI agents increasingly handle research, comparison, and vendor shortlisting on behalf of human buyers, ensure Karbon's digital footprint is optimized to be discovered, understood, and recommended by those agents, • Collaborate with content, product marketing, and engineering to continuously evolve site architecture, structured data, and content strategy in response to how AI models index and interpret information Growth Campaigns & Customer Lifecycle • Design and execute integrated growth campaigns across the full customer lifecycle - from AI-assisted prospecting and first-touch acquisition through expansion and retention, • Use AI tools to accelerate campaign development: faster creative iteration, smarter audience segmentation, AI-generated copy variants tested at scale, and intelligent send-time and channel optimization, • Build and optimize nurture programs powered by behavioral signals and AI-driven lead scoring - ensuring the right message reaches the right prospect at the right moment, • Partner with product marketing, customer success, and sales to develop campaigns that grow pipeline at the top of funnel and accelerate revenue within the existing customer base, • Own Karbon's buyer intent data strategy, selecting and managing intent platforms (such as G2 Buyer Intent, Bombora, or 6sense), and operationalizing intent signals across paid targeting, outbound prioritization, and lifecycle campaign triggers to ensure the team is acting on in-market behavior in real time. AI-Powered Demand Generation • Champion AI adoption across the demand generation function. Identify, evaluate, and implement AI tools and processes that meaningfully improve lead to set speed, quality, and output - from creative demand gen production and workflows to analytics and reporting, • Build and document AI-enhanced workflows that allow a lean team to operate with the output of a much larger one: scaling content, campaigns, and experimentation without proportional headcount growth., • Stay current on the rapidly evolving AI tool landscape, from LLM-powered marketing platforms to autonomous campaign agents, and bring relevant innovations to the team before competitors do, • Foster a culture of intelligent experimentation: encourage the team to test new AI capabilities, share learnings, and continuously raise the bar on what modern marketing operations look likeAbout You!, • 8+ years of performance marketing experience, with at least 3 years in a senior leadership role in a B2B SaaS environment, • Deep B2B vertical SaaS experience is required - you understand the nuances of marketing to a specific professional audience and have owned pipeline and revenue targets in a SaaS context, • A genuine practitioner of AI in marketing - not someone who talks about AI, but someone who uses it daily, builds with it, and has meaningfully changed how their team works because of it, • Demonstrable expertise in AI-native and agentic search - you understand how GEO, AEO, and agentic discovery channels work, why they matter, and how to build strategy around them; this is a hard requirement, not a nice-to-have, • Proven track record in paid media strategy - managing significant budgets across SEM, paid social, and programmatic, with command of AI-powered ad platforms and performance optimization, • Experience owning website performance as a commercial metric - with measurable CRO outcomes and a track record of deploying personalization and AI-assisted optimization, • Data-driven and analytically rigorous - you build attribution models, question default dashboards, and make decisions grounded in evidence rather than instinct alone, • A strong cross-functional leader who can align content, product, engineering, and sales around a coherent digital and AI search strategy, • Clear and confident communicator - able to translate AI strategy and performance data into executive-ready narrative and business impact, • Gain global experience across Australia, New Zealand, UK, and Canada, • Strong benefits package including:, • Flexible Time Off with an encouraged 4 weeks use per year, • Company paid medical for you and eligible spouse/partner and dependents, • Paid dental and vision and eligible spouse/partner and dependents, • 401(k) with company matching, • Flexible Spending Account, • Up to 8 weeks paid parental leave, • Work-from-home stipend, • Work with (and learn from) an experienced, high-performing team, • A collaborative, team-oriented culture that embraces diversity, invests in development and provides consistent feedback, • Be part of a fast-growing company that firmly believes in promoting high performers from within As we hire across various locations within the USA we are required by law to include a reasonable estimate of the compensation range for this role. The range provided is broad and takes into consideration a wide range of factors that are reviewed when making a hiring decision, such as physical location/cost of living in that location, years of experience, skills, and other business needs. It is not typical for a candidate to be hired at or near the top of the pay range and each compensation decision is dependent on each individual case. The base salary is one component of the total compensation package, which for some roles may include a target bonus, for some roles very competitive equity grant, and very generous benefits. While we believe competitive compensation is a critical aspect of you deciding to join us, we do hope you also spend time considering why our mission, purpose and values are right for you. We are creating something transformational here, and we hope you are as excited about the future as we are! The estimated base salary range for this role is: $190,000—$210,000 USD Karbon embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you've made it this far in the job description but your past experience doesn't perfectly align, we do encourage you to still apply. You could still be the right person for the role! We recruit and reward people based on capability and performance. We don't discriminate based on race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion, physical or cognitive ability, and other diversity dimensions that may hinder inclusion in the organization. Generally, if you are a good person, we want to talk to you. 😛 If there are any adjustments or accommodations that we can make to assist you during the recruitment process, and your journey at Karbon, contact us at for a confidential discussion. At this time, we request that agency referrals are not submitted for this position. We appreciate your understanding and encourage direct applications from interested candidates. Thank you!

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description You will be dedicated to one of our premiere clients and will work as an integral part of their team. You will play a vital role in ensuring proper oversight of private equity funds, particularly US private wealth products. This role offers the opportunity to collaborate with a dynamic global team and contribute to the continued success of the firm. What you’ll do • You will review and approve NAVs and financial statements by validating performance, controls, and portfolio movements prepared by external providers., • You operate and enhance firm‑wide private markets models and systems to support accurate reporting., • You ensure your SEC filings and regulatory reports are complete, accurate, and delivered on time., • You coordinate with third‑party service providers—auditors, administrators, custodians—by managing workflows and reviewing their deliverables., • 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.Qualifications, • You hold a bachelor’s degree in accounting or finance and are a CPA or active CPA candidate., • You bring 7+ years of SEC reporting, private markets fund accounting, controlling or audit experience, with private credit exposure as a plus., • You possess strong US GAAP knowledge and private markets expertise, with bonus skills in VBA, SQL, Python, and advanced Excel., • You demonstrate exceptional attention to detail, communication, accountability, and the ability to thrive in a fast‑paced global environment with many stakeholders., • You show high initiative, urgency, and passion for contributing to a leading private markets firm’s ongoing success. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

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 This position will be at the forefront of driving growth and nurturing relationships with existing prospects. You’ll lead strategic initiatives, forge meaningful connections, and position IQEQ as a trusted partner in our clients' success stories. This role offers the perfect blend of leadership, strategy, and hands-on execution, ideal for a visionary who thrives in a fast-paced environment. What you’ll do • You'll cultivate relationships at the executive and operational levels with prospects, becoming an expert on their organizational structure and strategic goals; and develop a clear understanding of the political and business landscape of prospects to ensure optimal engagement, • You'll act as the primary point of contact for prospect relationships, continuously broadening engagement across C-suite and other key decision-makers, while ensuring alignment with the prospect’s strategic goals, offering tailored solutions and positioning IQEQ as integral to their business model, • You'll stay ahead of industry trends and competitors to adapt strategies that ensure long-term client retention and growth, and provide feedback to internal teams on product functionality and market trends to drive continuous innovation, • You'll lead the creation of a prospect-specific value proposition that differentiates IQEQ in a competitive marketplace, and collaborate with senior leadership and cross-functional teams to deliver bespoke solutions that meet client needs, and leverage IQEQ's global network to create a holistic and comprehensive strategy for client engagement, • You'll lead cross-functional teams in the preparation of proposals and presentations that showcase IQEQ's capabilities and expertise, • 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 ($150,000 - $200,000)Qualifications, • You have a Bachelor’s degree in business, finance, economics, applied mathematics, or a related field, • A proven track record (10+ years) of success in business development, client relationship management, or similar roles in financial services, private equity, or asset management, • Demonstrated ability to drive strategic initiatives and close high-value deals, with a deep understanding of competitive landscapes, • Exceptional leadership skills with the ability to influence and collaborate across all organizational levels, • Strong financial acumen, including experience with P&L management, budgeting, and financial modeling, • Excellent communication and presentation skills, with the ability to create compelling narratives and pitch complex solutions to clients, • Comfort working in fast-paced, data-driven environments, with a strong focus on results and innovation 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 Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a Research Associate to join our Biotechnology equity research team. The position is located in New York City. As a Research Associate, you will work directly with the Senior Research Analyst on many aspects of the research process including: building and maintaining financial models and market trackers, performing fundamental analysis and due diligence on biotechnology companies, writing investment-driven research reports, developing and fielding industry surveys, attending medical and scientific conferences, and undertaking a wide array of industry analyses and competitive assessments. The associate will have broad exposure to company management, scientific and investor conferences, and will interface with key opinion leaders, institutional investor clients, internal sales force and trading personnel. A strong candidate is independently motivated, analytically-minded, and intellectually curious; possesses one to two years of experience in equity research or a related field with financial modeling and exposure to the equity markets; and have a demonstrable interest in drug development, and a passion for life sciences investing. Attention to detail, a strong work ethic, the ability to multi-task, and excellent written communication skills are required. We are looking for candidates with an undergraduate degree in biology or similar field. An advanced degree (MS/PhD/MD/MBA, etc.) is preferred. We look for people who possess the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints;, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated models and for organizing and maintaining industry data—attention to detail is critical;, • A passion for the biotechnology sector, stock market and equity research. It is highly advantageous to have prior exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;, • A thorough understanding of the investment process and the ability to perform deep primary research., • Strong communication skills. As time progresses, associates will interact with internal sales and trading and external clients; responsiveness and professionalism is important;, • Strong work ethic. An ability to perform duties under minimal supervision and become fully-licensed (FINRA Registrations: SIE, Series 7/63/86/87) within 6-12 months after starting if not already licensed; For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: Our finance team at Alpaca is seeking an FP&A Manager to lead financial planning, analysis, and reporting for our fast-growing and innovative API-driven trading brokerage. In this role, you'll manage budgeting, forecasting, and performance insights to drive strategic decisions, collaborating with cross-functional teams in a fast-paced fintech environment. Reporting to the Finance Director, you'll support a range of key processes including financial forecasting and budgeting, monthly/quarterly closes, data analysis and growth modeling, and investor communications. Things You Get To Do: • Forecasting and Budgeting: Maintain complex forecasting models and oversee the quarterly/annual budgeting process, incorporating key metrics from API integrations, trading activities, and various other economic indicators., • Financial Modelling: Build and update financial models to support scenario planning, initiative assessments, cash flow forecasting, and investment evaluations to support a range of forecasting and strategic planning for the company., • Financial Closing: Assist with and ultimately lead the monthly/quarterly financial closing processes, ensuring accuracy and timeliness and delivering key insights to management., • Reporting: Prepare monthly/quarterly reports for internal management updates, team presentations, and external stakeholders including investor communications, quarterly board meetings, marketing or fundraising materials, etc., • Variance Analysis: Perform variance analysis on financials and key business metrics, using internal models and data dashboards to track and analyze performance., • Cross-Functional Collaboration: Collaborate with cross-functional teams on budgeting, resource allocation, and hiring processes., • Ad-Hoc Projects: Handle ad-hoc requests, projects, and special analyses, such as product profitability assessments or risk evaluations. Who You Are (Must-Haves): • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 5–8 years of experience in Finance, FP&A, or Strategic Finance, ideally in fintech, brokerage, payments, or SaaS., • Strong understanding of financial modeling, forecasting, and key SaaS/fintech metrics (ARR, CAC/LTV, gross margin, net revenue retention)., • Prior experience in a growth-stage, venture-backed company or financial services environment preferred., • Proven track record of partnering with cross-functional teams and supporting departmental budget management. Who You Might Be (Nice-to-Haves): • CFA, MBA, or advanced finance certification., • Experience in the fintech sector, particularly with analyzing revenues generated by trading platforms, recurring subscriptions, and brokerage services., • Team leadership or cross-functional project management in tech environments., • Knowledge of statistical/machine learning tools for advanced forecasting., • Previous experience at both large companies and start-ups., • Passion for investing, trading innovations, and financial markets or the desire to learn.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role: We are hiring a high-performing Senior Account Executive to drive new business across enterprise and strategic accounts. We’re a product-first company with significant commercial traction and continually reinvest in our product. As an Arch Senior Sales Director, you will play a pivotal role in meeting, understanding, and serving core accounts to accelerate our market presence and revenue growth. At Arch you will: * Build relationships with the people inside family offices, institutions, investment advisors, and other financial firms who allocate capital and would greatly benefit from the Arch platform * Manage end-to-end client acquisition process - including lead generation, qualification, product demonstration, and conversion * Collaborate cross-functionally with Partnerships, Product, Operations, and the Executive Leadership team to acquire and attract new clients * Learn from every interaction, bringing market insights to Arch Engineering and Operations to improve the core product continually. Reach out to us if you: * Have 5-7 years of experience selling Fintech or other SaaS products, preferably in a growth-stage startup environment. * Experience closing complex deals with a consultative sale. * Have consistent quota attainment or a track record of success. * Seek massive opportunities, jump on them, and take initiative. * High energy, love talking to people, and want to work on complex customer problems. * Are obsessed with personal growth and feedback – you improve every day and will be given the tools to do so. * Will put in the work to understand each client’s needs and help them make the most informed decision of what’s in their best interest. When clients are properly informed, they choose Arch. * Take a long-term perspective and uphold Arch's brand and relationships with potential partners above all else. There are two degrees of separation between most potential clients. * Want to hustle alongside an ambitious team to have an impact. You’re energized by deep understanding of your customer’s problems, helping them, and will not stop until you solve them. * Excited by working late and where you get to solve meaningful problems. * Have a consultative and problem-solving mindset (we are not a super salesy organization). Bonus points if you: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field. * Possess deep understanding of Alternative Investments industry trends, products, and services. * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s. A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $300K - $350K

Job DescriptionD.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. D.A. Davidson is accepting applications for an Equity Research Associate position in it's Portland, OR or New York offices. Research associates partner with Analysts to provide differentiated analysis and value-added insight regarding publicly traded companies and industry trends for institutional clients. Associates are part of small teams with a high level of responsibility in contributing to published research. Associates become experts in financial modeling and proprietary research techniques.Qualifications: • Bachelor’s Degree with a minimum 3.5 GPA, • Background in accounting and finance strongly preferred, • Bright, mature, and motivated with the desire to excel and ability to adapt in an intellectually challenging environment, • Passionate about capital markets and a desire to become highly skilled in equity research, • Strong analytical and organizational skills, • Ability to collaborate effectively within a team and work well on a self-directed basis, • Working knowledge of MS Office, specifically Word, Excel, and PowerPoint, • Proficient communication and presentation skills, • Currently hold or be open to obtaining the following licenses: Securities Industry Essentials (SIE), Series 63, Series 86 and Series 87.Duties:, • Support Research Analyst(s) in:, • Making bold calls and produce actionable research for Davidson’s institutional clients, • Researching market and industry trends and company specifics to become an expert in your sector, • Creating, maintaining, and updating data in financial models, and creating tables and graphs that clearly illustrate the information, • Gain experience necessary to:, • Formulate and issue opinions and recommendations on securities and companies in one or more industry groups, • Prepare reports and statistical data for dissemination to firm clients and the investing public, • Answer inquiries from customers, personnel of the firm, and the general public regarding individual securities or industry groups

Job Description About the Company: Founded in 1983, AKAM provides unparalleled knowledge, industry-leading technology, cost-saving initiatives, and the best customer service in the industry to every condominium, cooperative, homeowners association, and investment property we service. From comprehensive financial oversight to operations management, compliance administration, and violation removal, we maximize operational efficiency and value for our clients. What we offer: Our benefits include several healthcare, dental and vision options, a retirement program, paid time off plans, 11 paid holidays per year, educational reimbursement, transportation discount purchase programs, service, and performance awards – in addition various social and recreational activities. Learn more about our company by visiting akam.com. Position Overview We are seeking a strategic and execution-oriented Vice President of Integration & Transition to lead the onboarding, transition, and integration of newly acquired businesses across our growing property management platform. This executive will play a critical role in ensuring seamless transitions, operational continuity, and long-term value realization. The VP will serve as a key partner to senior leadership, ensuring new entities are successfully integrated into the organization’s operating model, systems, and culture. This role requires a balance of strategic oversight and hands-on execution in a fast-paced, multi-entity environment. A strong in-office presence during critical transition periods is essential to assess operations firsthand, build relationships, and accelerate integration outcomes. This role will be based out of Lake Success, New York. Key Responsibilities Transition Strategy & Execution • Partner closely with the Head of M&A and senior leadership to ensure a smooth handoff from deal execution to operational transition, • Lead transition planning from pre-close through post-close, ensuring readiness across all functional areas, • Develop and execute detailed transition plans aligning people, processes, systems, and client relationships, • Serve as the primary liaison between leadership and operational team to ensure continuity and minimize disruption, • Identify and mitigate transition risks while capturing early operational efficiencies and quick wins, • Establish clear timelines, milestones, and success metrics to ensure effective onboarding and integration, • Operate at both a strategic and hands-on level—translating integration strategy into actionable plans and directly driving execution when needed, • Lead end-to-end integration efforts across operations, finance, HR, IT, and client service functions, • Assess existing workflows, processes, and organizational structures to identify inefficiencies and areas for improvement, • Ensure alignment of organizational structure, roles, and responsibilities within the broader platform, • Design and implement process improvements that enhance efficiency, scalability, and service delivery as part of the integration, • Standardize processes and implement best practices to drive consistency and scalability, • Partner with various parts of the organization to ensure seamless service delivery and client retention during transition, • Assess acquired entities’ financial processes, reporting structures, and internal controls for alignment with company standards, • Evaluate and integrate accounting systems, ERP platforms, and property management software, • Develop and execute plans to align financial reporting, budgeting, and forecasting processes, • Partner with finance and IT teams to migrate, validate, and ensure integrity of financial and operational data, • Establish standardized controls, reporting frameworks, and data governance protocols, • Drive system harmonization to enable real-time visibility and scalable reporting, • Identify opportunities to streamline workflows, automate reporting, and enhance analytics capabilities, • Define and track integration KPIs tied to operational performance, client retention, and financial outcomes, • Ensure delivery against integration plans and achievement of targeted efficiencies and performance improvements, • Monitor post-transition performance, proactively addressing gaps and optimizing outcomes, • Serve as the central leader coordinating internal teams (operations, finance, HR, IT, legal) and external partners, • Drive accountability, execution, and communication across multiple concurrent transitions, • Build and scale repeatable integration processes, tools, and governance structures, • Bachelor’s degree required; MBA or advanced degree preferred, • 10+ years of experience in integration, operations, real estate, private equity, or related environments, • Strong experience leading complex business integrations, transitions, or operational transformations, • Demonstrated ability to assess current-state operations and translate insights into actionable process improvements, • Understanding of property management operations, systems, and organizational structures, • Proven ability to drive execution across cross-functional teams in fast-paced environments, • Strong analytical, problem-solving, and decision-making capabilities, • Excellent communication and stakeholder management skills, • Willingness to maintain a significant in-office and on-site presence during active integration phases Leadership Competencies • Drives seamless execution of complex transitions and integrations, • Aligns integration efforts with broader operational and growth objectives, • Balances strategic thinking with hands-on execution, • Establishes clear ownership, timelines, and measurable outcomes, • Leads and aligns cross-functional teams through change, • Breaks down silos to ensure collaboration and continuity, • Ensures successful adoption of systems, processes, and organizational changes, • Exercises sound judgment in dynamic, high-stakes environments, • Proactively identifies risks and implements solutions

Job DescriptionAre you a seasoned tax professional seeking an enriching career opportunity in the heart of the Caribbean? Elevate your career to new heights as a US Tax Manager at our client's Big 4 prestigious accountancy firm in the Cayman Islands and play a pivotal role in delivering strategic tax advice and ensuring compliance for clients within the Financial Services industry. As a key member of the team, you will be responsible for overseeing a variety of tasks, including reviewing U.S tax returns, conducting comprehensive tax research, engaging with clients to understand their unique needs, and providing exemplary leadership to your dedicated team of professionals. Certification as a U.S Certified Public Accountant (CPA) or IRS Enrolled Agent is required Responsibilities • Review U.S tax returns and conducting comprehensive tax research., • Engage with clients to understand their unique tax needs and provide strategic advice., • Provide leadership and guidance to a team of tax professionals., • Develop and maintain strong client relationships., • Drive business development initiatives and contribute to the growth of the firm. Capabilities and Skills Required • Minimum of 5 years of extensive U.S taxation work experience, with a specialized focus on investment funds., • Bachelor's Degree in accounting/taxation or a related field, demonstrating a strong academic foundation., • Demonstrated expertise in U.S tax compliance and consulting, with a proven track record of delivering exceptional results., • Exceptional leadership abilities, with the capacity to inspire and motivate team members to achieve excellence., • Outstanding communication and interpersonal skills, enabling effective collaboration with clients and colleagues alike., • Experience with US Tax is essential., • Background in Financial Services, particularly within private equity and/or hedge funds is required. Education and Experience Level • Bachelor’s degree in accounting/taxation or a related field., • Minimum of 5 years of extensive U.S taxation work experience, with a specialized focus on investment funds. (required) Qualifications Required • Certification as a U.S. Certified Public Accountant (CPA) or IRS Enrolled Agent (required) Benefits • Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents., • Relocation support, including accommodation, transportation, and flights for the candidate and their family., • Pension contribution and generous vacation allowance, including additional closure periods. This position offers the potential to be elevated to a Director role, subject to experience and at the discretion of our client. Confidentiality Statement: At Quix Recruitment, we prioritize confidentiality throughout the recruitment process. We understand the sensitivity of exploring new career opportunities while currently employed. Rest assured that when you apply through Quix Recruitment, your application is kept completely confidential from both your current employer and the hiring company. If we determine that you might be a good fit for the position, we'll arrange a confidential call with you to discuss the opportunity in more depth. Only after obtaining your permission will we share your CV with the hiring company. Disclaimer: Please note that all personal information collected during the application process will be used for recruitment-related purposes only. We are committed to protecting your privacy and will not disclose your information to any third parties without your consent.

Job DescriptionDescription: Why Join ADAPT? It's more than a job; it's a calling. It's where passion meets purpose. ADAPT Community Network, formerly United Cerebral Palsy (UCP) of NYC provides a multitude of services to people with developmental disabilities. At ADAPT, we are 3,000 strong, and it takes every one of us to empower the lives of the people we support. With caring and great resources at hand, we know what it takes to help people live fuller, happier, healthier lives. Our employees show their commitment to the people we support every day, and we all deliver on our promise to provide innovative and comprehensive services to individuals with developmental disabilities. For your next career move, apply with us at ADAPT Community Network! Wherever you work among our many locations around New York City, ADAPT offers paid training, competitive benefits, and we foster a team culture of learning, support, collaboration and career growth. SUMMARY This position reports directly to the Vice President of Finance. The Accounting/Treasury Manager is primarily responsible for cash flow planning, analysis, and reporting with enhanced focus on daily cash movement operations. The Accounting/Treasury Manager maintains retail banking relations for ADAPT Community Network and manages all cash positioning activities. The position requires proactive management of liquidity to ensure operational needs are met while optimizing interest income. The Accounting/Treasury Manager must exercise independent judgment within established policies and objectives that influence treasury operations. ESSENTIAL DUTIES AND RESPONSIBILITIES The Accounting/Treasury Manager will manage two staff accountants, and the duties and responsibilities will include but are not limited to the following: TREASURY FUNCTIONS • Monitors and reviews all cash and investment account transactions daily to ensure appropriate balances are maintained for ongoing operations., • Executes daily cash positioning and movement between accounts to optimize cash utilization and minimize fees while ensuring sufficient liquidity for operations., • Forecasts short-term and long-term cash requirements and develops strategies to meet those needs., • Manages lines of credit, including initiating drawdowns or repayments with approval of the authorized signers., • Monitors compliance with the terms of lines of credit, especially compliance with periodic payoff requirements., • Works with authorized bank signatories to maintain proper banking access and authority levels following internal control requirements., • Assists with online banking access management under the guidance of authorized signatories., • Maintains authorized signatory documentation for all cash and investment accounts in accordance with Board approval and bank policy., • Coordinates the timely and accurate monthly ACH payments required., • Manages electronic banking relationships and systems, including ACH origination, wire transfers, and remote deposit capture., • Reviews Bank Reconciliations. PETTY CASH & PERSONS SUPPORTED ACCOUNTS MANAGEMENT • Reviews petty cash and household accounts activities, including funding, documentation, and reconciliation, • Support and maintain systems for efficient management of personal allowance funds for the people we support., • Implements and maintains strong internal controls for petty cash and funds tracking for the people we support., • Prepares monthly reconciliation reports and resolves discrepancies., • Ensures compliance with agency policies and regulatory requirements for managing petty cash and household accounts CASH RECEIPTS • Reviews cash receipts to ensure they are deposited promptly to the correct entity., • Implements and oversees efficient cash collection processes, including lockbox services and electronic payment methods to accelerate cash flow., • Maintains batch control logs for cash deposits through assignment of batch sequences and G/L account offsets to cash., • Prepares cash receipt documentation for review and approval by the Assistant Controller., • Manages government payment programs, including tracking of incoming ACH and check payments., • Ensures proper allocation and recording of payments to appropriate client accounts., • Coordinates benefit payments processing and client allowance disbursements. GENERAL ACCOUNTING - INVESTMENTS • Prepares account activity documentation for monthly reconciliation and roll-forward schedule of Investment activity., • Collects and tracks payment with proper documentation., • Prepares intercompany transaction documentation for monthly processing., • Interfaces with external auditors as requested, providing documentation related to cash and investment activity., • Identifies and implements process improvements to enhance cash handling efficiency and control. OTHER RESPONSIBILITIES • Sets a positive example for other employees by complying with all agency policies and procedures., • Develops and maintains policies and procedures related to treasury operations., • Conducts periodic reviews of banking relationships and cash management systems., • Keeps current on cash management trends, technologies, and best practices., • Performs special projects as required or assigned by the Assistant Controller., • Works with Program Management and others to resolve discrepancies, • Performs all other duties as requested QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Bachelor’s degree in accounting required. Advanced degree preferred., • CPA required., • Minimum 3 years’ experience in a treasury/cash management function, preferably in the services or not-for-profit industry., • Strong computer skills, including solid knowledge of Microsoft Office suite., • Strong analytical skills with recognition of the importance of detail., • Good organizational skills with the ability to multitask., • Ability to read, write, speak, and understand English., • Interpersonal skills necessary to interact effectively with executives, coworkers, employees, auditors, and outside contacts., • Excellent oral and written communication skills., • Experience with General Ledger software and banking systems., • Passion for ADAPT's mission and demonstrates a commitment to the non-profit disability sector. COMPENSATION: $85,000 - $90,000 Annually + Industry-Leading Benefits! At ADAPT, we value diversity, equity, inclusion, accessibility, and belonging. We strive to ensure that our employees are comfortable bringing their whole, authentic self to work and that the people we support can also be their authentic selves. We value diverse backgrounds, opinions, ideas, and ways of thinking. We aim to build an inclusive and diverse workforce that is empowered and supported with leaders who create diverse and inclusive teams. We continuously seek opportunities for the organization to foster a more positive, respected, united, and collaborative culture. ADAPT Community Network is proud to be an equal opportunity employer and is committed to creating an inclusive environment for all employees. Qualified candidates of diverse ethnic and racial backgrounds and status are encouraged to apply for vacant positions at all levels. Requirements:

Job DescriptionCompany Description Who We Are We’re purpose-driven. With every ride, we aim to redefine health and happiness. It’s all about being more than a workout: SoulCycle is a mind-body-soul experience, built on community, love, respect, acceptance, and a lot of fun. It comes to life through the ride, the relationships, and the unparalleled hospitality. And all of that comes from our people. Join us—we’d love to have you Our Mission To foster an open, diverse, & inclusive community—while embracing each unique individual exactly as they are. We empower each other by listening with an open mind, finding ways to learn and grow together, and always nurturing a sanctuary of trust. To make a real, lasting impact, we’ll work nonstop to embrace and create change. Because nobody is equal until everyone is equal. Job Description As part of the Finance Team, you will be a strategic, financial and operational thought partner to the executive team and business owners throughout the organization. This role is based out of our Headquarters in NYC and will report directly to the VP of Finance. ROLES AND RESPONSIBILITIES: Financial Planning & Analysis • Own the monthly financial reporting process, including variance analysis, executive summaries, and insights for senior leadership, • Contribute to the quarterly forecasting cycles and annual budget development across revenue and expense categories, • Build and maintain financial models for scenario planning, sensitivity analysis, and long-term strategic planning, • Review studio-level P&L performance and proactively identify trends, risks, and opportunities, • Contribute to ad hoc strategic projects and business case analyses to evaluate new opportunities and investments, • Partner with Analytics, Accounting, Marketing, Operations, and Executive teams to drive cross-functional alignment, • Translate complex financial data into clear, actionable insights and recommendations for non-finance stakeholdersQualifications, • 1-2 years of investment banking, private equity, corporate finance, consulting or FP&A experience required, • Undergraduate degree in accounting, finance, or economics preferred, • Exhibit deep intellectual curiosity and offer opinions about business initiatives, strategy, and financial performance, • Ability to work well in a dynamic environment and exhibit flexibility, • Extraordinary Excel and financial modeling skills, • Advanced Powerpoint skills and experience with Executive level presentations, • Working knowledge of enterprise-level financial planning & accounting systems (Hyperion, OneStream, JDE, D365) a plus Additional Information As a member of the SoulCycle family, you will enjoy: • Competitive salary, benefits, and perks/discounts at SoulCycle, • Unlimited complimentary rides at all SoulCycle locations

Job Description Tax Supervisor- PCG New York, NY or Palm Beach Gardens, FL A well established accounting firm wants to bring a Tax Supervisor into their PCG group. They're eager to train and grow supervisor that will make a lasting impact on the firm. RESPONSIBILITIES: • Serve as the primary point of contact for high-net-worth clients and family offices, • Build and maintain strong relationships with clients, • Oversee the preparation and review of complex tax return filings for individuals, family investment partnerships, trust, gift, and estate tax returns., • Understand clients' financial goals and needs., • Provide personalized tax planning and advisory services. QUALIFICATIONS: • Bachelor’s degree in accounting, finance, or related field., • CPA certification preferred., • 4 + years of experience in tax compliance and advisory services for high-net-worth individuals and families. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description Senior Accountant - Investment Bank Manhattan, NY, 10007 top 2 global investment bank, is seeking a Senior Accountant in one of its broker dealer businesses. Their office and global headquarters is located in midtown New York, NY. The work schedule is 3/2 or 4/1 hybrid. Summary: Responsibilities will be a mix of accounting/general ledger, regulatory reporting, and controls. If you want to work for the best of the best, reporting directly to a divisional CFO, this is the job for you!* Bachelor's degree in Accounting * +3 years of experience * Experience in a broker dealer * Experience with SEC Rules 15c3-1 and 15c3-3 * Experience with FOCUS * CPA a plus * Big 4 or large public accounting/audit a plus

Job Description Company: Arena Investors, LP () is a global investment manager focused on attractive risk-adjusted returns in credit markets. Westaim Corporation owns Arena and Ceres Life Insurance. Westaim is controlled by CC Capital. Arena’s assets under management are roughly $5 billion concentrated in corporate, real estate, and structured credit markets. Position: Director / Managing Director for syndicated high-yield corporate loans in growing U.S. CLO platform. This will be integrated with other funds with flexibility to invest across capital structures. This is a full-time permanent position. Based in Midtown New York City with hybrid/remote options considered. Responsibilities • Sole coverage of companies in specified sectors to recommend and monitor leveraged credits for CLO platform and opportunistic credit funds., • Evaluate full capital structures with fundamental analysis, relative value, risk awareness, financial modeling with downside analysis, and legal documentation., • Prepare investment buy/sell recommendations, memos, updates, and financial models., • 10+ years of directly relevant investing experience., • Expertise across capital structures, industries, debt restructurings, and legal documentation., • Conduct independent research for due diligence and to identify risks and opportunities., • Knowledge of CLO constraints and mechanics., • Self-motivated with proven performance record., • Think like a portfolio manager within coverage areas., • Communicate clearly in written and verbal form and have highest level of integrity, work ethic, curiosity, and collaboration., • Relationships with other investors, sell-side institutions, and management teams., • Proficiency with Bloomberg, AI tools, and standard high-yield data sources., • 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 DescriptionAbout Loop: Loop is an agentic restaurant intelligence software that augments back office of restaurant chains by automating workflows and delivering intelligence across the finance, operations and marketing functions. Loop deploys AI agents built by our in-house team of AI engineers, strategists and subject matter experts into restaurant brands bringing industry best practices in handling complex internal functions. We have offices in San Francisco, New York, Tampa and India. Loop is one of the fastest growing restaurant technology companies powering a few billion dollars in revenue and growing to serve 10K+ restaurants within 3 years across some of the most recognizable brands of the USA, helping them grow their topline & bottomline. Loop is built by a world class team of entrepreneurs, operators, leaders and AI engineers from different industries, ranging from cutting edge big-tech, management consulting, investment banking among others across companies like Uber, Google, Amazon, McKinsey and others. About the Role: As an Enterprise Delivery strategist in the Strategy & Operations charter of Loop, you are a custodian of value delivered to Loop’s Enterprise customers through our finance product. Loop’s products power a few billion dollars in revenue today and are poised to scale multifold over the next few years. As the products and the scope of service expands, you are expected to be the value custodian of Loop’s enterprise customers, obsessing over customer outcomes and optimizing for key metrics like time to value, engagement & outcomes for the finance product of Loop, Balance. In this role, you will cross-functionally impact our customer strategy by collaborating across functions like Sales/ GTM, Product Operations, Product & Customer Success while owning key customer value metrics. Responsibilities: • Ownership of key customer value metrics, • Building playbooks for the sales and customer support functions, • Ownership of all internal processes across analytics, product surfaces, content and communications across functions to ensure 10-star value delivery to customers, • Ownership of internal processes needed to monitor and improve agentic workflows, not limited to evals, system prompts, creating templates and agentic workflows for customers, etc, • Collaborating with the GTM/ Customer Success teams to own the implementation and business roadmap, taking business needs and customer needs into account Eligibility/ Fit: You are most likely a strong candidate for this role if you:, • Have at least 8-12 years of experience in a finance, F,P&A or accounting role in a direct to consumer brand or in the E-commerce, CPG, hospitality or the restaurant industry, • Have been a Senior financial controller, senior manager or director of finance, managing the lifecycle across accounting, F,P&A & treasury, • Are inherently a great sales person - be it selling a product, idea, project, vision or anything else!, • Have the ability to break fairly complex problems into smaller parts and build the necessary processes and systems around them., • Have the ability to think metrics, funnels and dashboards, • Have exhibited leadership while also having worked in IC roles across your previous roles, • Have the ability to understand complex customer/ business problem statements from the lens of business and can make tradeoffs and build for the right customer outcomes, • Demonstrate key cultural values of Loop across radical ownership, customer obsession and have the ability to lose no time & move fast on solving problems., • Are a CFA/ CPA charter holder

Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in corporate finance, investment banking, FP&A, financial modeling, strategic finance, valuation, and structured finance workflow review. This role supports current and upcoming remote consulting opportunities focused on structured finance benchmark development, investment analysis, financial planning review, modeling assessment, transaction workflow evaluation, and high-quality project execution. Selected professionals will apply their finance expertise to review realistic financial scenarios, evaluate analytical outputs, prepare structured written feedback, and support accurate, evidence-based finance workflow tasks. Key Responsibilities Professionals in this role may contribute to: Investment Banking & Transaction Analysis • Review finance scenarios involving investment banking workflows, valuation analysis, deal screening, transaction materials, and strategic finance outputs, • Evaluate financial models, market assumptions, transaction logic, and recommendation quality against source materials and defined review criteria, • Support structured review of DCF models, comparable company analysis, precedent transactions, deal summaries, diligence materials, and investment memos, • Review scenarios involving budgets, forecasts, variance analysis, headcount planning, unit economics, board reporting, and management finance workflows, • Evaluate FP&A materials against business drivers, source data, operating assumptions, financial targets, and reporting requirements, • Support structured review of forecast models, variance bridges, KPI dashboards, budget files, operating plans, and executive finance summaries, • Review and validate finance-focused benchmark tasks for accuracy, realism, and analytical quality, • Annotate or assess outputs across investment banking, FP&A, strategic finance, corporate finance, and financial modeling use cases, • Provide structured feedback on model outputs, financial reasoning, calculation accuracy, and professional finance standards Strong candidates may have: • Experience in investment banking, FP&A, corporate finance, strategic finance, private equity, transaction advisory, valuation, financial planning, or related finance roles, • Strong financial modeling skills and comfort reviewing Excel-based models, valuation outputs, forecasts, and analytical workpapers, • Background in one or more areas such as M&A, DCF valuation, comparable company analysis, budgeting, forecasting, variance analysis, unit economics, or board reporting, • Comfort reading and preparing finance artifacts such as models, investment memos, forecast packs, variance bridges, market analyses, transaction summaries, and executive finance materials, • 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, • MBA, CFA progress, accounting background, investment banking training, or equivalent finance experience is highly relevant, • Experience at an investment bank, corporate finance team, FP&A organization, private equity firm, transaction advisory group, consulting firm, or high-growth company, • Familiarity with DCF models, comps, precedent transactions, LBO analysis, three-statement modeling, forecast models, operating plans, board decks, or KPI reporting, • Experience preparing or reviewing investment memos, valuation models, budget files, management reports, strategic finance analyses, or executive-ready finance materials, • CFA, CPA, MBA, Series credentials, valuation training, investment banking experience, or FP&A systems experience is helpful, • Apply finance, investment banking, and FP&A expertise to structured remote project work, • Contribute to high-quality financial modeling review, corporate finance analysis, and benchmark evaluation workflows, • Work on flexible assignments aligned with your finance background, • Use your analytical 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 $115–$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 DescriptionAbout Us Gridline is here to redefine how private markets operate, making them faster, smarter, and more accessible. We are setting a new standard by building the Turnkey Alternatives Management Platform (TAMP) to help wealth managers run private market programs at scale. As a ledger-native system of record, Gridline provides a single source of truth that tracks the entire investment lifecycle down to the transaction layer, enabling RIAs, family offices, and private banks to manage their private markets business in one place. Our team brings deep experience across both enterprise technology and alternative investments to build the infrastructure layer the industry has always lacked. Backed by an $18.5M Series A led by FINTOP, we are creating the systems and structuring the data required to define the next generation of private market investing. Are you up to the challenge? The Opportunity Gridline is seeking a VP, Fund Controlling to serve as the departmental head and strategic architect of our fund administration. Reporting directly to the Chief Operating Officer, you will be the ultimate authority on the financial integrity, compliance, and operational scale of our entire investment vehicle suite. This is a leadership mandate designed for a seasoned expert who can balance high-level strategic planning with the technical rigor required to oversee complex private market structures. In this role, you will not only manage the day-to-day fund lifecycle - including complex subsequent closes and multi-jurisdictional reporting - but you will also be responsible for building the team and infrastructure that powers our growth. You will lead internal associates and external service providers, driving a tech-first mentality to automate and institutionalize our fund accounting functions. This is an amazing opportunity to join Gridline at this inflection point and put your stamp on something that is revolutionizing the alts space. In this role you will... • Lead Fund Finance Strategy: Own the end-to-end financial oversight for all Gridline products, ensuring institutional-grade accuracy across NAV production, tax, and audit work-streams., • Master Complex Fund Mechanics: Act as the final sign-off for complex capital lifecycle events, including management fee structures, waterfall distributions, and sophisticated subsequent close interest equalizations., • Direct Audit & Tax Strategy: Drive the annual audit and tax cycles, managing high-level relationships with external partners to ensure seamless delivery of K-1s and audited financial statements across all vehicles., • Build & Manage Teams: Oversee and mentor the Fund Controlling team to ensure 24/7 operational coverage and efficiency., • Drive Operational Alpha: Partner with Product and Engineering to design and implement proprietary tools that automate fund administration, reducing manual touchpoints and mitigating operational risk., • LPA & Compliance Oversight: Ensure all fund activities strictly adhere to Limited Partnership Agreements (LPAs) and regulatory requirements, acting as the primary liaison for legal and compliance matters.You have..., • Experience: 10 - 15 years of deep experience in fund administration/accounting within the alternative investments and/or private markets space (private equity expertise is specifically required)., • Technical Mastery: An expert-level and proven track record of managing the entire fund accounting lifecycle across NAV, audit, and tax., • Leadership: Significant experience managing professional staff, including preference for candidates who have managed offshore teams or global service providers., • Education: A CPA and ideally a master's degree in a related field., • Location: Based in Atlanta, GA (Hybrid) or the New York Metro Area (100% Remote)., • Salary is determined by a variety of factors, including specialized skills, experience, and relevant education or training., • This salary range is one component of our total rewards package.We offer..., • Impact: The opportunity to join a Series A fintech at an high-growth inflection point., • Mission-Driven Work: The ability to revolutionize the private markets space and build the industry’s infrastructure layer., • Elite Collaboration: A tight-knit team of experienced operators and builders who are passionate about scaling startups., • Ownership: A high-autonomy environment where you are encouraged to take ownership and solve complex problems., • Full Suite of Benefits: Competitive salary, equity, and flexible PTO, plus robust medical, dental, and vision coverage. Gridline is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or any other characteristic protected by applicable law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionOverview Our client, a real estate investment firm, is seeking a strong Property Accounting Manager to join their team. Essential Duties • Oversee and process Accounts Payable/Receivable, • Perform Bank and account reconciliations, • Generate Profit and Loss statements on a monthly, quarterly, and annual basis., • Prepare and update financial statement forecasts and budgets., • Ensure accurate and timely monthly, quarterly, and year-end close and financial reporting in accordance with US GAAP., • Review daily list of revenue activity to ensure accountability of activity, adjustments, tax liability and general ledger coding and posting monthly into the GL., • Perform other duties as assigned by management. Qualifications • Bachelor’s Degree in Accounting, • 3+ years of relevant real estate accounting experience, • CPA highly preferred (or progress towards), • Strong attention to detail, • Experience with Microsoft Office

Job Description Location: New York Hourly rate: $30/hr In office: 8:15 AM – 4:15 PM ET The Opportunity We are currently seeking an Operations Intern to support our execution business. The successful candidate will be involved with our institutional buy side trading operations. This role will support our brokers and serve as the primary point of trade operations. Who We Are We are committed to creating a diverse environment and are proud to be an equal opportunity employer. At Dynamex, we value transparency and collaboration coming from unique perspectives and backgrounds. We strive to create a workplace in which all employees have an opportunity to participate and contribute to the success of the business. What We Do Dynamex Trading & Execution specializes in offering an agency only broker who works with hedge funds, mutual funds, broker dealers, family offices, investment managers, RIA's, and other institutional clients. The Skill Set A broad, multi-platform skill set will help you be successful in this role, but there will be plenty of learning opportunities no matter how many of these skills you bring in with you. Responsibilities: • Manage the post-trade process for all transactions., • Develop mastery of OMS and accounting systems., • Work closely with brokers on trade reconciliation, problem resolution and other pertinent issues., • Maintain compliance with all internal policies and applicable regulations and standards., • Special projects as needed by the team., • Develop and create new and innovative ways for Dynamex's operations to be streamlined. Skills and Requirements: • Excellent communication skills with a focus on clear and concise verbal communication., • Superior attention to detail., • Retention of knowledge and ability to apply past experience to current situations., • Availability to work on-site 5 days per week from 8:15 AM – 4:15 PM ET., • Comfortable working in a fast-paced, dynamic environment., • Strong interpersonal skills., • Exceptional Excel skills., • Python / VBA experience a plus. Within 1 Month, You'll • Complete your initial orientation and become familiar with our environment, people, and business., • Begin a comprehensive, cross-functional training plan to learn more about every aspect of our firm., • Learn the roles and skillsets of your teammates on the Dynamex team to discern and utilize the best advice and information for yourself and others.Within 3 Months, You'll, • Achieve a basic operational knowledge., • Be comfortable with trade problem resolution., • Attend training classes to learn more about derivatives and the securities industry.Within 1 Year, You'll, • Achieve knowledge of Dynamex's operations as a whole ., • Be comfortable self directing task, booking, keeping track and accounting for all trades. Job Posted by ApplicantPro

Job Description The Finance and Accounting function oversees all of the financial operations for Book of the Month, including financial reporting, planning and analysis, as well as accounting and treasury operations. The team is also responsible for certain operational planning including demand forecasting and inventory planning. This individual will contribute by working across financial and operational planning and analysis projects ensuring our forecasts are updated and accurate for use across the organization. What you will do… • Collaborate cross-functionally to forecast and anticipate inventory and demand planning requirements for membership, books, paper, non-book inventory, and new product launches., • Update financial forecasts including monitoring the assumptions that go into the broader financial models across the company., • Work with the Controller and Manager, FP&A to close the month and update the monthly financial reports., • Update and monitor our daily demand forecast across multiple monthly cycles to optimize stock levels, reduce obsolescence, inform labor planning, and support service level goals., • Work with the SVP and Manager, FP&A to do research, modeling and analysis associated with corporate and business development opportunities., • 1 - 3 years of professional experience in finance, accounting, financial planning, investment banking, consulting, data or analytics, or another role requiring quantitative analysis and problem solving., • Bachelor’s degree in finance, accounting, business, operations, data, or math strongly preferred., • Can read, interpret and analyze data well., • Proactive and resourceful, thrives working in a fast-paced environment and highly organized with great attention to detail., • Strong communication skills, both verbal and written and a proven ability to work in a highly collaborative and dynamic environment., • Interested in commercial fiction and/or ecommerce., • Strong technical skills., • Proficiency in Excel and / or Google Sheets required. EgM3QnIpHv

Job Description Our client, a well-respected middle market investment bank, is actively seeking an Analyst 2 for their Technology M&A team in New York City. This brand name investment bank offers a key role within an experienced team focused on technology companies. The successful candidate will support senior bankers in executing M&A and financing transactions across all technology sub-verticals. This position provides direct exposure to CEO, CFO, and Board level contacts, along with significant responsibility and advancement opportunities. Ideal candidates will have previous technology investment banking experience at the Analyst level. Primary Responsibilities: • Participate in client transactions, projects, and assignments, • Interact with clients, internal banking teams, and product teams, • Assist in preparing presentations and marketing materials (e.g., CIM, Management Presentations), • Conduct valuation analyses and financial modeling of clients and targets, • Review business plans, conduct research, and analyze financial statements, • 1+ years of investment banking experience, preferably in technology-M&A related transactions, • Strong financial modeling and analytical skills, including knowledge of financial accounting, • BS or BA in finance or similar field with an exemplary academic record, • Outstanding written and oral communication skills, • High motivation, energy, and interpersonal skills, • Ability to manage multiple tasks in a dynamic, meritocratic, team-oriented environment, • Proficiency in Microsoft Office

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We’re looking for a Senior Associate to support Arch’s various client segments and help ensure consistent, high-quality delivery across onboarding and post-onboarding workflows. In this role, you’ll partner closely with Client Implementation Specialists and cross-functional teams to support clients such as RIAs, Multi-Family Offices, and advisory firms. You’ll focus on operational execution, data quality, reporting accuracy, and client readiness while helping scale the systems and processes that support account growth. This role is ideal for someone who enjoys working cross-functionally, thrives in fast-moving environments, and takes pride in delivering reliable, polished client experiences. What You’ll DoSupport Account Operations * Support day-to-day Operations efforts by partnering closely with Account Managers and Implementation Specialists to align priorities, track account health, and execute operational initiatives. * Help ensure consistent, high-quality client experiences by monitoring data accuracy, reporting reliability, and operational follow-through across accounts. * Support operational excellence by maintaining strong standards around data integrity, documentation, and delivery timelines. Data Quality and Reporting Support * Monitor incoming data from clients and institutional sources, identifying discrepancies and resolving issues quickly. * Assist with client-specific reporting needs and data customization, translating technical requirements into clear, client-facing outputs. * Support ongoing account updates, reconciliations, and documentation workflows, including tax-related deliverables when needed. Cross-Functional Collaboration * Act as a connective layer between Account Management, Client Implementation, Product, Data, and Operations teams to support new workflows, tools, and process rollouts. * Coordinate internally to ensure client needs are met efficiently and consistently. * Maintain detailed account documentation and notes in internal systems to support continuity and handoffs. * Share insights from account workflows to inform product and process improvements. What We’re Looking For * 1-2+ years of professional experience in operations, project management, client support, consulting, finance, or a related field. * Strong organizational and project management skills, with the ability to juggle multiple priorities and see work through to completion. * Detail-oriented and analytical, with the curiosity to investigate issues, ask thoughtful questions, and validate information across systems. * Comfortable working independently in a fast-paced environment while collaborating closely with cross-functional partners. * Clear communicator who can translate operational or data-related details into actionable insights. * Familiarity with financial or data-driven environments, or the ability and interest to quickly learn how investment or reporting data is structured and shared. Nice to Have * Experience in wealth management, private funds, family offices, accounting, or fintech. * Exposure to concepts like IRRs, capital calls, K-1s, or NAV reporting. * Experience with SQL or interest in developing technical and data analysis skills. A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $95K

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

Job Description Join the Origis Energy Team! Origis Energy is accelerating the transition to a carbon-free future by Reimagining ZeroSM. As one of America's leading renewable energy and decarbonization solution platforms, the company continues to expand and reimagine its contribution to the world's net-zero goals. Origis Energy puts customers first to deploy a wide range of sustainable solutions for grid power generation, performance optimization, and long-term operation of solar and energy storage plants across the U.S. Founded in 2008, Origis Energy is headquartered in Miami, FL. The Origis team, regarded as one of the leading developers in the U.S., is committed to living five core values in all interactions both with each other and external stakeholders: Solve for Tomorrow. A role with Origis Energy puts you at the forefront of the transition to clean energy. Are you ready to bring new ideas? Do you exist to find solutions? That's how we revolutionize energy and build a carbon-free future - through unmatched service and relentless innovation. Rise Together. To succeed here, you'll collaborate with others and work as one team, across various teams including solar and energy storage development, financing, engineering, procurement and construction (EPC) and operations, maintenance and asset management. Are you open to diverse perspectives and prepared to work seamlessly across disciplines to reach our collective goals? Perform at Peak. We're seeking team members who bring authentic energy and passion to every task. How can you use your natural strengths, genuine optimism and intelligence to make your greatest contributions to Origis? Inspire & Grow. The Origis team is comprised of knowledgeable, passionate solar and energy storage experts who bring deep expertise and solution-driven thinking to clients. A successful Origis team member encourages others and sets a high bar for growth. We have a culture of continuous improvement because each team member takes the role of both learner and mentor. Be Resilient. The spirit in which we tackle the energy challenges and objectives of our clients means we consistently stretch for the extra mile. We all take initiative and remain adaptable, overcoming obstacles by prioritizing respect. Origis Energy is seeking a finance professional for the role of Investment Associate or Manager to join our growing team. This position will assist the Company in evaluating, underwriting and managing investments in utility scale Solar and Battery Energy Storage System projects, evaluating project-level financing options, performance reporting and asset management for existing operational projects. The Investment Associate or Manager is a regular, full-time position, and is eligible for our generous employee benefits package, including employer paid health insurance, paid time off, a 401(k) plan with employer matching contributions, and other great benefits. Key Responsibilities • Investment related tasks, including:, • Excel-based project financial modeling, structuring support, ad-hoc investment analysis, • Build and maintain project financial models throughout all stages of the project lifecycle, from inception through operations, • Liaising with relevant cross-functional stakeholders (Business Development, Project Development, Engineering, O&M, Procurement, Tax, Data Science, Legal, Capital Markets) to ensure project information is accurate and consistent, • Preparation and presentation of pricing and final investment memos to the Company's Chief Executive Officer and investment committee, • Analyzing and evaluating strategic corporate M&A opportunities, • Provide modeling support and guidance to Capital Markets team on debt and tax equity project financings, • Assisting with pricing, negotiation, and evaluation of power purchase agreements (PPAs) and battery tolling agreements, with a particular focus on performance forecasting and quantifying financial impacts of risks and key terms; performing analysis of existing contracted and operating fleet to benchmark underwriting against real-time data to create a feed-back loop for process improvement, • New market research and analysis includes:, • Ability to understand key power-market trends in both regulated and deregulated power markets and how they relate to the Company's portfolio, • Providing thought leadership on commercial negotiations as well as help drive internal development priorities for optimal return on capital, • Ability to understand federal, state and local programs for renewable energy incentives and siting / tax opportunities, • Analyzing the incentive and tax environment and ability to underwrite various revenue streams, • Financial Planning & Analysis duties includes:, • Prepare detailed budgets for investment projects, reporting on budget to actuals and be responsible for cash management on relevant investment projects, • Coordinate all activities to assure a successful and timely realization of the project, • Communicate with Capital Markets, Accounting and FP&A department on changes on projects and corporate liquidity impacts of projected tax equity & back-leverage financings, • Other tasks include:, • Assist in the acquisition and sale of projects, • Demonstrated knowledge of renewable energy power plants, • Expert financial modeling skills are essential; prior financial modeling experience (LBO, Cash Flow, Debt Sculpting), • Intimate knowledge of tax equity and project financing structures, including a deep understanding of tax equity partnership accounting (inside / outside basis), • Ideally 3+ years' experience in renewable energy development / private equity / investment banking / project finance; 2+ years' experience in renewables / solar strongly preferred, • Exposure to PPA agreements, • Base level understanding of power markets, • High degree of initiative and work-ethic, • Intellectual curiosity and a sincere interest in renewable energy and a passion for learning, • Proven organizational skills, ability to manage numerous unrelated tasks simultaneously, • Proven ability to deliver quality products under strict deadlines, • Ability to make evidence-based data-driven decisions, • A dedication to accountability and transparency (strong ownership mentality), • Strong problem-solving skills, • Excellent self-directed research capabilities, • Ability to work cross functionally and display emotional intelligence, • Strong team attitude, easy to get along with, willing to learn and take on new tasks, energetic about getting work done Travel Up to 10% as deemed necessary by the organization Level Associate or Manager level depending on experience and qualifications – no direct reports The expected starting pay range for this role is outlined below, in addition to a competitive annual bonus and benefits, 401K, etc. This range is an estimate and base pay may be above or below the ranges provided as our individual pay is determined by several factors including, but not limited to, location, experience, education & certifications, as well as performance. New York Pay Range$200,000—$230,000 USD Origis Energy is an Equal Opportunity Employer (EOC). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. We embrace and encourage our employees' differences as that is what makes our employees unique. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. More information is available here. California Applicants: Please review our California Privacy Policy and Notice at Collection. Request for Support or Accommodations: As part of our effort to provide equal opportunity to qualified disabled veterans and individuals with disabilities, we are happy to offer support and special accommodations in order for you to successfully reach us with your interest. Please reach out to us at if you would like to request help with your application.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. We are seeking an experienced Capital Markets Technology professional to support front‑office technology initiatives across broker dealers and full‑service investment banks. This role will serve as a subject matter expert across trading systems, data, and integration initiatives, partnering closely with business stakeholders, technology teams, and executive leadership to deliver complex technology implementations and process improvements across the trade lifecycle.What You’ll Do: • Serve as a subject matter expert on front‑office trading technology, including Order Management Systems (OMS), Execution Systems, and Settlement platforms., • Support and lead technology implementation and delivery efforts, from requirements gathering through testing and go‑live., • Analyze and optimize front‑to‑back trading and operations workflows across Equities, Fixed Income, and Derivatives., • Partner with business stakeholders to document current‑state processes, define target‑state solutions, and drive process improvement initiatives., • Support system‑to‑system integrations, including connectivity between front‑office, middle‑office, and downstream platforms., • Leverage and support FIX protocol–based integrations for trading and execution workflows., • Collaborate closely with developers (frontend, backend, and full‑stack) to translate business and functional requirements into technical deliverables., • Work alongside technology and data architects to align solutions with enterprise architecture and data standards., • Contribute to data governance initiatives, including data lineage, quality, and controls across relational database environments., • Utilize technology delivery and project management tools (JIRA, Zephyr, GitLab, Confluence) to manage backlogs, testing, and documentation., • Participate in and support projects delivered using Agile, Waterfall, and hybrid delivery methodologies., • Engage with and present to executive leadership within Financial Services, providing clear status updates, risks, and recommendations., • Support compliance‑driven initiatives, including familiarity with security and regulatory requirements (e.g., SOX)Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards., • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.What You’ll Bring:, • 5+ years experience working within Broker Dealers and/or Full‑Service Investment Banks, supporting front‑office and trading‑related technology initiatives., • Strong subject matter expertise in front‑office trading technology, including Order Management Systems (OMS), Execution Systems, and Settlement platforms., • Working knowledge of front‑to‑back trading and operations workflows across Equities, Fixed Income, and Derivatives., • Proven experience delivering technology implementations, enhancements, or platform integrations within complex financial services environments., • Experience supporting or partnering on data governance initiatives, including data quality, lineage, and controls within relational database (RDBMS) environments., • Familiarity with FIX Protocol and its use in electronic trading, execution, and downstream integrations., • Hands‑on experience with system‑to‑system integrations, including coordination across front‑office, middle‑office, and post‑trade platforms., • Proficiency with technology and delivery management tools, including JIRA, Zephyr, GitLab, and Confluence., • Working knowledge of software development and delivery methodologies, including Agile, Waterfall, and hybrid frameworks., • Experience conducting process analysis, creating clear documentation, and driving continuous process improvement., • Familiarity with security, risk, and regulatory requirements within financial services (e.g., SOX compliance)., • Demonstrated experience collaborating with software developers (frontend, backend, and full‑stack) to translate business requirements into technical solutions., • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.Qualifications:

Job DescriptionDescription: Firm Description Chilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments, and institutions. Chilton Trust is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of its affiliate, Chilton Investment Company, which was founded three decades ago by Richard Lockwood Chilton, Jr. Chilton Trust offers a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone national trust company capabilities, fiduciary, consolidated wealth reporting, comprehensive family office services and transactional planning. The firm’s emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with clients. Chilton Trust has more than $8B in assets under management with over 250 family relationships and offices in Charlotte, Charlottesville, Connecticut, Delaware, Naples, New York and Palm Beach. Position Description The Junior Credit Analyst will be part of a larger Fixed Income team with responsibilities including, but not limited to, the following: • Conduct fundamental credit analysis of both municipal issuers and Investment grade corporate issuers using self-created dynamic modeling tools that can respond to both credit and macro driven events., • Assign & maintain internal credit ratings and monitor issuer fundamentals, ratings changes, and macroeconomic trends. Assign periodic industry/sector outlooks to both municipal and corporate sectors., • Conduct portfolio analysis for prospective and current clients., • Work closely with portfolio managers, effectively communicating credit risk assessments and analysis to support the portfolio manager’s investment decisions. Providing on-going surveillance of credit exposure, staying abreast of all issuer updates, and relying relevant information to the team., • Partner with Firm’s Economist, wealth and client advisors to support new business efforts and maintain strong client relationships., • Help to ensure portfolios adhere to internal investment guidelines, client mandates, and applicable regulatory frameworks., • Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degree (MBA, MPA) or CFA designation a plus., • 4-7 years of experience in credit analysis preferably with a Credit Rating Agency or with a wealth management, investment advisory, insurance company or in asset management, • Solid understanding of credit with a flexibility to work either on investment grade corporates or on high quality municipals., • Ability to work independently and collaboratively in a client-centric, performance-driven culture., • Excellent analytical, communication and presentation skills. We offer a competitive and comprehensive compensation and benefits package that is based on, among other things, your overall performance and contributions to the firm. The salary range for this job is $125,000 to $145,000. Base salaries are determined based on a wide variety of factors including but not limited to years of relevant experience, education and other qualifying factors like additional accreditations. Base salary does not include others forms of compensation and benefits including medical and dental coverage, disability and life insurance, 401(k) plan (and company match on contributions made) and accrued paid time (which may vary based on role and tenure). Requirements:

Job Description This role works most closely with teams operating in the Eastern time zone; alignment with standard EST or CST business hours is preferred. About Presence Presence is the leading provider of teletherapy solutions for children with diverse needs. Our award-winning technology connects speech-language pathologists, school psychologists, occupational therapists, and mental health specialists to K-12 school districts nationwide. With a growing network of over 2,000 clinicians and more than 7 million teletherapy sessions delivered, we're dedicated to ensuring every child has access to the support they need. At Presence, we embrace the benefits of being a remote-first company while recognizing the importance of in-person connection to advance our mission. We place a high value on "cameras on" engagement, schedule coordination, and cross-functional communication to stay connected while working in different places. Travel is also an important part of many roles, helping us build stronger relationships with our teams, clinicians, and school partners. The frequency will vary by role and responsibilities, but may include activities such as department offsites, team gatherings, and school or industry events. About the role: We're looking for a Senior Financial Analyst to join our team. Reporting to the Finance Manager and working closely with the leadership team, you'll play a key role in supporting our mission to deliver teletherapy solutions for children with diverse needs. This role is ideal for someone who is highly analytical, business-minded, and eager to drive performance through data and insights. You'll have the opportunity to gain hands-on experience in FP&A, strategic finance, and operational analysis — all while contributing to a mission-driven organization that helps children with special needs. To stay connected, all employees commit to being available on-camera during our Core Working Hours (Monday - Friday, 12 - 5 p.m. ET) with standard business hours of 9 a.m. - 6 p.m. in your local time zone. For this role, up to 10% travel may be required to help you connect in-person in a meaningful way. What will you do at Presence: • Partner cross-functionally to drive performance by working closely with finance and business teams to set goals, track performance, and align spend with strategic priorities, • Support FP&A by preparing the annual budget and long-range plan, consolidating and analyzing data, building and maintaining three-statement financial models, and tracking key metrics, • Develop monthly, quarterly, and annual variance analyses to provide insights into business performance, • Support financial reporting by preparing materials for board decks, management presentations, and investor communications, • Translate complex financial data into clear, actionable insights for leadership and key stakeholders, • Leverage technology and AI to modernize finance by identifying tools and systems that automate workflows and improve decision-making, • Bachelor's degree in Finance, Economics, Accounting, or Business required, • 3–5 years of finance experience, including at least two years in venture capital, private equity, or investment banking, • Advanced financial modeling skills with strong attention to detail (sample work will be required for finalists), • Experience preparing presentations and communicating financial insights to internal or external stakeholders, • Tech-savvy and systems-oriented; experience with business intelligence tools, data modeling, SQL or DAX, AI tools in finance, or Python is a plus, • Strong communicator with the ability to simplify complex financial concepts, • Ability to work in a fast-paced, dynamic environment, • You actively listen and respond with empathy, fostering respectful and productive collaboration, • You maintain a strong service mindset, consistently meeting the needs of internal and external stakeholders while building trust and credibility, • You seek creative, effective solutions and persist beyond the first answer to find what truly works, • You make thoughtful, informed decisions that align with company goals, and you're not afraid to ask questions to gain clarity, • Comprehensive benefit plans, including medical with a High Deductible Plan and generous HSA contribution, plus dental and vision coverage, • In addition to 11 observed holidays, salaried team members have flexible paid time off and hourly team members accrue 15 days paid time off starting, • 401K savings plan with a discretionary company match, • $500 home office stipend, • Benefits package including company-paid life insurance, AD&D, Employee Assistance Program, and disability benefits, • Wellness programs with Headspace, Peloton and One Medical, • Paid parental and caregiving leave, • Professional Development opportunities - eligibility to apply for our scholarship program, • Eligibility to participate in Presence's equity plan, • Collaborative, inclusive, and fun culture that is recognized as Great Place to Work certified, • Employee Resource Groups to promote shared community and belonging, • A meaningful and fulfilling opportunity to join a mission-driven team and help thousands of students unlock their full potential through access to high-quality special education services An employee's starting pay will be determined based on job-related skills, experience, qualifications, and market conditions. We aim to pay competitively for our size and industry. This job description is intended to outline the general scope, responsibilities, and qualifications of the role. It is not designed to cover or contain a comprehensive list of all tasks, duties, or responsibilities that may be required. Duties, responsibilities, and activities may change, or new ones may be assigned at any time, with or without notice, to meet the evolving needs of Presence. Presence is unable to provide visa sponsorship for this position. Candidates must be authorized to work in the United States without the need for sponsorship, now or in the future.

Job Description Summary: PLEASE NOTE - This is NOT a technical role for a Data Analyst, Data Scientist or someone with an IT background. Candidates MUST have experience in the Market Data realm and be able to administer Market Data contracts. Please read the description before you apply The Market Data Analyst at S4 Market Data will oversee client projects and be responsible for the overall service delivery of our managed services with respective clients. This position will manage market data service inquiries and projects from clients as well as manage a market data administrator within the projects to ensure administrative tasks are being completed in an accurate and timely manner. The ideal candidate will have market data vendor management and administrative experience; sourcing and negotiating contracts, managing procurement/sourcing requests throughout the spend life cycle, speaking with internal business units and stakeholders (legal, finance, IT, etc.) to procure goods/services for our clients. The candidate needs to be located in the US, this is a fully remote position. Responsibilities: • Handle day-to-day demand management or vendor management and administrative inquiries from internal business units, including but not limited to; data/sourcing requests, contract negotiation, entitlement administration, exchange reporting, moves/adds/changes requests, inventory management, procurement/legal approval, expense allocation, invoices reconciliation, and spend reporting., • Interact with the client’s various internal stakeholders and business units; technology, legal, accounting/finance, human resources, and investment managers., • Oversee the inventory management process of leavers/joiners, ensure current inventory is accurate and up-to-date. Oversee the reconciliation invoices and validation of monthly allocations/expenses., • Conduct monthly/quarterly exchange reporting and ensure exchange policies and data compliance across the client’s end-users and applications. Administer their datafeeds (EMRS, DACS, Etc.), • Review spend and enact cost savings and avoidance initiatives. Provide respective business units with an overview for their costs; understand their products/services and respond to any inquires as needed. Maintain reports on costs and identify ways to consolidate spend., • Bachelor’s degree in MIS, Business, or related degree and 3-5 years of relevant experience in financial services or market data. Relevant work experience in consulting is preferred., • Experience working with Market Data vendors such as Bloomberg, FactSet, Exchanges (NYSE, ICE, etc.)., • Knowledge of FITS and MDSL inventory systems is preferred., • Excellent communication and project management skills and experience in working closely with internal client business units and senior stakeholders., • An entrepreneurial and self-regulating mind-set. Display a high level of time management skills to manage multiple and elaborate requests simultaneously. CqzWdPMF1h

Job Description Elevate your career to new heights as a Senior U.S Tax Senior Manager at our client's Big 4 prestigious accountancy firm in the Cayman Islands! In this dynamic role, you will lead a talented team of tax professionals in delivering comprehensive tax strategy, planning, and compliance services to esteemed clients within the Financial Services sector. As a strategic leader, you will play a vital role in driving business development initiatives, fostering strong client relationships, and providing expert guidance to your team to ensure the successful execution of projects. A minimum of 7 years of extensive U.S taxation work experience, with a focus on investment funds or international corporate structures is required. Responsibilities • Lead a team of tax professionals in delivering comprehensive tax services to clients., • Drive business development initiatives and contribute to the growth of the firm., • Provide expert guidance and mentorship to team members., • Ensure compliance with tax laws and regulations., • Develop and maintain strong client relationships. Capabilities and Skills Required: • Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures., • Bachelor’s degree in accounting/taxation or a related field, coupled with relevant professional certifications (e.g., CPA, IRS Enrolled Agent)., • Proven ability to thrive in a fast-paced environment, with a demonstrated track record of delivering superior results., • Strong leadership skills, including the ability to inspire and empower team members to achieve their full potential., • Exceptional communication and interpersonal skills, enabling effective collaboration with clients, colleagues, and stakeholders., • Essential background in Financial Services, with expertise in private equity and/or hedge funds is required Education and Experience Level: • Bachelor’s degree in accounting/taxation or a related field., • Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures. Qualifications Required: • Certification as a U.S. Certified Public Accountant (CPA) or IRS Enrolled Agent (required) Benefits • Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents., • Relocation support, including accommodation, transportation, and flights for the candidate and their family., • Pension contribution and generous vacation allowance, including additional closure periods. Confidentiality Statement At Quix Recruitment, we prioritize confidentiality throughout the recruitment process. We understand the sensitivity of exploring new career opportunities while currently employed. Rest assured that when you apply through Quix Recruitment, your application is kept completely confidential from both your current employer and the hiring company. If we determine that you might be a good fit for the position, we'll arrange a confidential call with you to discuss the opportunity in more depth. Only after obtaining your permission will we share your CV with the hiring company. Disclaimer Please note that all personal information collected during the application process will be used for recruitment-related purposes only. We are committed to protecting your privacy and will not disclose your information to any third parties without your consent.

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