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Job Description Our client is a real estate investment firm. They seek a temp Property Accountant to join their Manhattan, NY office. Responsibilities • Perform and support audit preparation, ensuring all financial records and supporting documentation are accurate and complete, • Manage A/R and A/P processes, maintaining accurate and timely entries, • Complete monthly bank reconciliations and ensure all accounts are fully reconciled with no outstanding or unreconciled balances, • Consolidate property and entity accounts for reporting and analysis purposes, • Review and reconcile balance sheet accounts to verify accuracy and proper classification, • Prepare and analyze Profit & Loss (P&L) statements, identifying variances and ensuring correct allocations, • Investigate and resolve any discrepancies or irregularities in financial data promptly and effectively Requirements • 3+ years of relevant experience, • Real estate industry experience, • Strong knowledge of general ledger accounting, bank reconciliations, and financial reporting, • High attention to detail, • Excellent organizational and time-management skills, • Strong AppFolio experience is required JobID: 47633 Company DescriptionAbacus Group is an award-winning executive search firm specializing in the permanent, temporary, and temp-to-perm placement of Accounting & Finance, Public Accounting, Administrative Support, Compliance, Human Resources, Marketing & Communications, and Information Technology professionals across all industries. Our diligent and personal approach has been honored by Clearly Rated’s “Best of Staffing” awards for exceptional service as well as Forbes' "America’s Best Recruiting Firms" awards. We attribute our repeat recognition as one of Crain’s New York’s “Best Places to Work in New York City” to our familial, supportive, and transparent company culture. Founded in 1997, Abacus Group is headquartered in New York with additional offices in California and Florida.Abacus Group is an award-winning executive search firm specializing in the permanent, temporary, and temp-to-perm placement of Accounting & Finance, Public Accounting, Administrative Support, Compliance, Human Resources, Marketing & Communications, and Information Technology professionals across all industries. Our diligent and personal approach has been honored by Clearly Rated’s “Best of Staffing” awards for exceptional service as well as Forbes' "America’s Best Recruiting Firms" awards. We attribute our repeat recognition as one of Crain’s New York’s “Best Places to Work in New York City” to our familial, supportive, and transparent company culture. Founded in 1997, Abacus Group is headquartered in New York with additional offices in California and Florida.

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

The ideal candidate will have deep knowledge of financial planning, budgeting, analytics, and cost control principles, with a background in FP&A, accounting, analytics, strategy, or investment banking. Applicants for the Vice President of Strategic Finance & Analytics role at the company should have

A contributor to global challengessuch as energy transition, technological innovation, and social impactusing investment as a force for good. Pursuing a Bachelor's degree from a top undergraduate institution (Class of 2027), preferably in finance, accounting, or a related field. Apollo is a high-gro

Director of Investment Accounting. We are currently looking for a Director of Investment Accounting in either our Warren, New Jersey headquarters or our New York City office. Research accounting issues for new investment structures and coordinate any changes required in workflow and operations.

Support repo investment activity as needed. A baccalaureate degree from an accredited college or university, including or supplemented by 24 semester credits in accounting, business administration, economics, finance, law, mathematics, and/or statistics and one year of satisfactory full-time experie

Demonstrate strong knowledge of accounting, specifically with respect to alternative investment funds, with a focus on private equity funds. Review fund governing documents, offering documents, subscription documents, side letters, and investment management agreements, in order to ensure proper appl

Client Servicing Subject Matter Expert - Investment Accounting & Regulatory Reporting. Investment Accounting & Regulatory Reporting are domain experts in a specific area or topic, operating as a liaison between our clients and internal teams. Regulatory Knowledge: Understanding of relevant regulator

From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. A

As the Investment Accounting Manager, you will be an integral part of an accounting team that supports a $7B portfolio made of Fixed Income and Alternative Investment asset classes. Internationally recognized qualified accounting designation (CA, ACA, CPA or equivalent) with a minimum of 5 years of

The Equity Research Department seeks Associates ideally with experience in sell-side equity research, investment banking, private equity, investment management or public accounting for US Research Associate role working on Real Estate Investment Trusts (REITs). As a Research Associate on the team, y

About Dovetail + Co Dovetail + Co is a creative, full-service dynamic hotel company headquartered in New York City with assets from Hawaii to Bermuda. Founded in 2018, we currently own interests in and/ or manage six hotels, 850 hotel rooms and 16 bars and restaurants. We strive to be best-in-class and vertically integrated, managing all aspects of hotel investment, development, creative, and operations to exceed all stakeholders’ expectations. Our culture is entrepreneurial, team-based and results-oriented. We believe that empowered enthusiastic people who are aligned in spirit and vision create extraordinary results. This is an exciting opportunity to join our growing team, lead our unique collection of independent hotels and resorts, and help us build into the next phase of growth at Dovetail. For more information, visit Position Overview Dovetail is seeking a dynamic, experienced, and hands-on hotel professional to become an integral part of the team to have direct oversight over the two New York hotels that we directly manage (Urban Cowboy Lodge and Now Now NoHo) as well as support the hotels that we co-manage with our third party managers (Cambridge Beaches Resort & Spa, Wayfinder Newport, Wayfinder Bishop, & Wayfinder Waikiki). The position is intended to be holistic with responsibility that spans strategic to tactical with the ability to support and lead our on property general managers. The candidate will have had general manager experience with boutique hotels and food & beverage outlets. The candidate will report to Dovetail’s CEO and work closely with the executive team to align operational goals with the overall business strategy, ensuring sustainable and profitable growth. Dovetail is based in NYC and this position should either be based in NYC or have the ability to commute to NYC on a regular basis. Position Responsibilities Operations • Champion people first culture to elevate team member and guest experience, • Lead, mentor, and motivate General Managers and department heads, fostering a culture of teamwork, accountability, and continuous improvement, • Develop and audit operational SOPs Commercial • Drive commercial strategy, aligning sales, marketing, and revenue goals fostering a high-performance culture, • Strengthen the hotel’s brand positioning and reputation through targeted marketing and communication strategies, • Collaborate with marketing and programming teams to create immersive guest experiences and on-brand activations Financial • Setup, develop, and monitor operational budgets and optimize financial performance and KPIs, • Initiate, implement, and analyze accounting procedures to include: labor forecasts, inventory procedures, financial forecasting, annual budgeting procedures, capital expenditures, payroll, and month-end analysis, • Support the development and execution of accounting SOPs for AR, AP, and month end closings alongside property GMs and corporate accounting resources, • Support asset management and investments with new acquisition underwriting & due diligence Qualifications • 5+ years of experience as a General Manager, • Experience (and passion) for boutique independent hotels, resorts, and F&B, • Strong leadership and team management skills with a focus on performance and results., • Strong interpersonal skills and the ability to build trust and credibility with internal and external stakeholders., • Hands-on leader who’s comfortable rolling up their sleeves while balancing strategic thinking, • Ability to thrive in a fast-paced, entrepreneurial environment with a focus on continuous improvement, • Experience working with property management systems (e.g., StaynTouch, Opera, Mews), POS (Toast) systems, and guest feedback tools (Revinate, Akia)., • Willingness and ability to travel. Benefits • Salary and performance-based incentives commensurate with experience., • Comprehensive health and wellness benefits with 401k matching program., • Opportunities for professional development and career growth. We are excited to hear from you!

About the job Job Title: Strategic Finance Associate Location: On-site New York Position Type: Full-time – Exempt About Flexcar Flexcar is completely reimagining car ownership. We offer the world’s first month-to-month car lease, with insurance and maintenance included. Members can swap cars anytime as their needs change, without the commitment or hassle of traditional car ownership. By combining operational expertise with technology, data, and AI, we’re transforming every aspect of the customer journey and delivering a more affordable, flexible, and hassle-free alternative to buying or leasing. Role Overview The Strategic Finance Associate will be a key member of the finance team, supporting strategic planning, financial forecasting, and business performance analysis. The ideal candidate will be comfortable moving between high-level strategic thinking and detailed financial modeling. Key Responsibilities • Support strategic finance initiatives across the business, conducting complex financial analysis to deliver critical insights that empower us to make data-driven decisions and enhance overall business performance, • Evaluate and understand profitability across customer segments and the driving factors of variances in profitability; identify opportunities for growth/profitability improvements and quantify the financial impact of those opportunities, • Assess various pricing opportunities and their impact on customer lifetime value, with an emphasis on the specific impacts to the inputs of CLV, • Partner with department leads to evaluate performance against KPIs and identify opportunities to improve efficiency and profitability, • Build business cases for new initiatives, investments, and cost optimization efforts Qualifications Education: • 2–4 years in strategic finance, investment banking, or consulting, • Advanced Excel and financial modeling skills., • Thorough understanding of financial statements and financial reporting, • Exceptional analytical and problem-solving ability with a strategic mindset, • Ability to crystallize findings into actionable insights and communicate effectively to clearly articulate ideas, analysis results, and recommendations, • Strong understanding of subscription-based businesses and customer lifetime value concepts What Tops Off the Tank: • Rest & Relaxation: Flexible PTO policy., • Future Savings: Benefit from a 401(k) plan with company match from day one., • Benefits: Excellent, low-cost healthcare coverage including: medical, dental, vision, eligibility day one. Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the Employer. Flexcar is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Flexcar provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost cons

Must possess a Master's or PhD in a finance-related field (Finance, Economics, Business Administration with a finance focus, or related disciplines) or equivalent professional experience as an investment analyst specializing in equity, commodities, real estate, fixed income, or accounting. AI Tutor

Assistant Property Accounting Controller - Talent Community. We are looking for an Assistant Property Controller for CBRE Investment Accounting & Reporting Solutions, an exciting and growing environment. Contributors in this role assist in coordinating financial reporting and performing analytic

Manage books and records within internal accounting system (VPM/FM3). Liaise with investment professionals, operating partners, and accounting firms. Assist CFO with establishing accounting policies for new investments.

As an Investment Accounting Tax Manager in the Investment Tax group, you will work in a dynamic and collaborative environment, primarily supporting securities tax operations, including system and process efficiency and enhancements, and you will support projects and strategic initiatives for other i

Prior experience in fund level accounting required with real estate accounting or fund accounting software systems such as Yardi preferred. Fund Accounting Controller - Talent Community. We are looking for a Fund Controller for CBRE Investment Accounting & Reporting Solutions, an exciting and growin

Associate Manager, Fund Accounting. SS&C, through our partnership with Lighthouse Investment Partners, LLC is seeking a highly motivated and experienced Associate Manager or Manager of Fund Accounting to join our team. Bachelor's degree in Accounting or Finance; CPA or MBA preferred.

As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited to, the accounting, reporting and financial statements for alternative investment products in multiple jurisdictions working in collaboration with third party

Coordinates sales effort with marketing, sales management, accounting, logistics and technical service groups. Plans and organizes personal sales strategy by maximizing the Return on Time Investment for the territory/segment. Manage outside sales representatives and insure that all of the above resp

Broad knowledge of investments, investment lifecycle, control processes, and related US GAAP and Statutory accounting practices across various asset classes, including bonds, equity securities, limited partnerships, loans, and derivatives. Drive process improvements and assist with the management of

Grow Venue revenue by prospecting directly among target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations. Grow Venue revenue by prospecting directly among target accounts such as investment banks, private equity firms, law firms, accounting adv

Manager, Alternatives/ Private Equity Fund Accounting. Strong knowledge of US Generally Accepted Accounting Principles (GAAP) and other comprehensive basis of accounting, with an emphasis on investment partnerships. Demonstrate knowledge of accounting and manage the fund audit process.

A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in an fund administration or related capacity. Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures. Morgan Alternative Fund Se

There are two projects one related to documenting and assessing the loan accounting process and another related to the documenting and assessing the investment portfolio accounting process.

Participates in accounting system upgrades and automation initiatives as the technical accounting subject-matter expert. Authors and maintains the company's technical accounting policy library covering key areas of biotech, fund, and investment accounting. We are seeking a Director of Technical and

IFS, also known as Alternative Investment Solutions, is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private equity funds. The team comprises of dedicated accounting professionals who are passionate about delivering financial rep

Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You'll be able to choose which projects you want to work on ● You can work on your own sched

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. Responsibilities: • Processing and reviewing investor hedge fund, private equity fund and private credit fund transactions, including subscriptions, redemptions and transfers., • Assist Financial Advisors with AIG platform questions, client subscriptions, redemptions, capital calls and distributions., • Reviewing and approving Anti-Money Laundering documents pursuant to US and Cayman regulations., • Interacting with hedge fund principals and their fund administrators., • Field inquiries from Financial Advisors and internal sales teams on alternative investment offerings., • Communicating with internal groups such as accounting, operations, legal and compliance with respect to transaction processing, billing, etc., • Reviewing the investor share register database to ensure that all subscriptions, capital calls, distributions and redemption activity is set up and completed accurately., • Interact with internal operational and business control departments to resolve client questions and issues., • Assist with daily administrative tasks including answering phones, typing correspondence, filing and name/address updates., • Responding to investor audit related inquiries., • Providing periodic reports and feedback to senior management., • Bachelor’s Degree, • 3-5 years of financial industry experience in client services, • Strong computer and excel skills and attention to detail and accuracy For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $90,000.00 - $100,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description About Harri: Harri is the first enterprise-ready workforce management platform built for the services vertical. The services vertical faces the greatest technological challenges that exist within the world of Human Capital Management and we believe they deserve a platform built from the ground up as a result. We have experienced a tremendous amount of growth since our 2012 inception and we have no plans on stopping that growth anytime soon. We are passionate about building a team of Service First-driven individuals who want to exceed the expectations of those who experience our brand. If you’re a builder, or problem solver, and love the fast pace of a startup, it’s time to meet the Harri family. Who you are: Customer Success Managers are responsible for managing enterprise customers after successfully onboarding them onto the Harri platform. You will be the Success manager as well as the trusted consultant to hospitality industry customers, within our QSR vertical. Our Customer Success Managers are responsible for ensuring that key relationships with our clients are developed and maintained; assisting them post ‘go live’. They take the time to get to know their clients and their business needs, to ensure they are getting the most of their investment in Harri. Key Responsibilities: • Customer Success Managers are responsible for developing and retaining positive relationships with Harri clients., • Fostering relationships with key accounts and internal teams to drive action., • Developing relationships to serve as a trusted consultant with customers to optimize their loyalty and marketing strategy., • Monitoring usage and product adoption, proactively contacting clients to deliver coaching/training to improve their utilization., • Understanding how to build and present Harri’s value story using data and insights., • Driving growth with existing customers, identifying upsell and cross-sell opportunities and therefore generating new revenue., • Understanding, adapting to and helping to develop Harri’s ongoing product and technology developments., • Communicate regularly with the customer to evaluate satisfaction General Activities Include but are not limited to the following: • In collaboration with our Go-To-Market teams, identify upsell and cross-sell opportunities that will enhance the client experience and improve their business operations., • Create Success plans with Senior Leaders of the business to showcase ROI and reduce churn risk., • Be the escalation point for issues and work across Support and Technical Support teams to ensure resolution and that SLAs are met., • Identify product adoption opportunities and showcase with the client through Executive Business Reviews that will determine next steps and enhance the customer’s Success plan., • Schedule Executive Business Reviews with the client on a 6 month basis and weekly/biweekly/monthly Success meetings dependent on health and risk of the account., • Own the renewal process for your book of business and work with cross functional teams on contract renewals and billing reconciliation., • Create NRO (New Restaurant Opening) opportunities for the client in collaboration with Implementation and Accounting teams to ensure that all relevant locations are billed accordingly. Experience and Skills: • Bachelor’s Degree, • An ambitious, and self-motivated team player who is comfortable working in a fast-paced environment, and is ready to grow with a company, • Strong attention to detail with excellent analytical, written, problem solving skills., • 3+ years in a customer-facing role at a SaaS Software company, HCM and/or payroll experience., • Experience working with Quick Service Restaurant (QSR) concepts, • Experience in the hospitality industry in an operations, general manager, or other operational role., • Experience using G-Suite, Salesforce, Zendesk and/or other CRM tools. The salary range for this position is $85,000-$100,000 (USD).

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. By joining our rapidly growing Business Transformation – Banking and Capital Markets practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.What You'll Do: • Working with high-performing teams to analyze, evaluate and enhance our clients’ capital markets businesses, including processes, governance, data and technologies, • Interface with clients at all levels of an organization to help them solve their most challenging questions and support the Capital Markets practice in developing new offerings and thought leadership to take to market, enhancing our capabilities and services, • Strong understanding of how capital markets firms operate across the trade life cycle (e.g., derivatives, securities) and corporate functions (e.g., product control, finance & regulator reporting, market/credit risk, compliance, etc.); and tools that are used across front, middle and back office such as Murex. Understanding of risk models and model validation process is a plus, • Conduct current state/future state gap analysis for individual business areas, • Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio, • Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.), • Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report, • Drive project management activities including status reporting or maintain RAID logs, and able to conduct scrum meetings for defect / development management, • Create system test plans and perform testing, being familiar with testing tools such as JIRA, • Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements, • Provide insight to clients’ teams in industry leading practices, • Assist with training and other change management activities, including development of materials/communications, • Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational developmentWhat You'll Bring:, • Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline, • 9+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization, • Strong strategic planning skills with past experience working with C-Suites executives to build out Organizational Level Strategic Roadmaps., • Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities, • Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management, • Strong understanding of capital markets across the trade and client life cycle, and typical systems and downstream processes (Risk, Finance, Compliance), • Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance, • Business acumen with a strong understanding of business processes, as well as information systems, • Professionalism and discretion in interacting with executives and clients, • Proven track record of showing initiative, • Excellent verbal and written communication skills, • Strong attention to detail and organizational skills, • Creativity, confidence, and flexibility

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 120+, 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. Client Success Strategist We are looking for a Client Success Strategist to nurture and expand our client relationships. In this role, you will be responsible for post-onboarding account management, ensuring clients receive the highest level of service and support. You'll be an early employee who can help shape and grow our company and the Client Experience team as we expand and scale our reach to new users. Key Responsibilities: Your responsibilities will include: * Post-Onboarding Client Management * Conduct regular check-in meetings with clients to assess their needs and satisfaction. * Maintain comprehensive client records and notes in our CRM system. * Monitor client accounts for data quality issues and promptly address any discrepancies. * Provide training to end user groups to ensure deep product understanding and adoption. * Track and analyze factors influencing client churn and work to mitigate risks. * Manage client renewal processes, ensuring timely discussions and contract updates. * Account Growth and Expansion * Identify opportunities for contract expansion across new feature sets and/or broader firm adoption. * Proactively identify and escalate client feature requests to the relevant teams. * Client Communication * Keep clients informed about product updates, enhancements, and new features. * Foster and maintain strong, long-term relationships with clients. Skills, Knowledge and Expertise Reach out to us if you: * Have a bachelor's degree in business, finance, or a related field. * Have 3+ years of experience managing client relationships. * Possess exceptional communication and interpersonal skills. * Posses strong problem-solving abilities and attention to detail. * Have the ability to work collaboratively in a fast-paced, dynamic environment. Bonus points if you: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Know SQL or want to learn * Have taken finance or accounting courses A Note about us: All 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, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. 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 - $130K

IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private equity funds. Additional requirements Real Estate, Fund, or Private Equity accounting experience. Who we are looking for

Job Description Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Are you securities or insurance licensed? If not, you are ineligible to apply. How many years experience do you have in the Financial Services industry? If none, you are ineligible to apply. Do you have a bachelors degree? If not, you are ineligible to apply. Job Responsibilities: • Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives, • Analyze customer financial situations and provide tailored financial services and insurance products, • Develop customized financial plans for clients that are tailored to their specific goals and objectives, • Monitor markets, research financial products, and stay updated with new developments in the financial sector, • Provide customer service to current and potential MassMutual customers Desired Qualifications: • Bachelor’s degree in a related field such as finance, accounting, or economics, • Resident insurance license, Life & Health, • Minimum of 1 year of experience working in the financial services industry, • Strong customer service, communication, and presentation skills, • Excellent verbal and written communication skills, • Good knowledge of risk management and investment strategies Nice-to-haves: • Series 6 or 7, • CFP certification, • Knowledge and proficiency in the use of CRM software and financial data analysis tools, • Strong organizational and time management skills, • Ability to multitask and prioritize, • Proficiency in MS Office

Job DescriptionDescription: Small Business Developer (Business Finance-Oriented) Cooperative Development Program Full-Time, Spanish-English Required The Center for Family Life (CFL), a neighborhood-based family and social services organization in Sunset Park, Brooklyn, is looking for a dynamic and mission-driven Small Business Developer (with interest or experience in business finances) to join our team. At CFL, we are dedicated to fostering positive outcomes for children, adults, and families through comprehensive services that make a lasting impact. Our Cooperative Development Program (CDP) is a nationally recognized leader in developing worker cooperatives in low-income communities. Since 2006, we have launched 25 worker-owned cooperatives, supported over 540 worker-owners, and trained 50+ organizations in cooperative development. Together, we’re creating a new economy where workers are at the heart of the system. We’re looking for you, a bilingual (Spanish-English) professional eager to make a difference by supporting women, fostering economic equity, and shaping thriving small businesses. What You’ll Do As a Small Business Developer focused on business finances, you’ll play a key role in strengthening worker cooperatives and advancing CFL’s initiatives. You’ll have the opportunity to: Business Development (30%) • Organize and inspire community groups to develop cooperative businesses., • Support domestic workers in establishing strong governance and management systems., • Collaborate with organizational partners to amplify business development efforts., • Provide tailored guidance and resources to help participants navigate their entrepreneurial journey., • Innovate and refine CFL’s cooperative development tools and guides. Technical Assistance (30%) • Teach worker owners the basic business finances topics such as: income, expenses, budgets, pricing, profit, loss, equity, investment, loan, income and sales tax., • Support worker owner with setting up the finance system of the cooperative. Such as the bookkeeping, invoicing, payroll, and banking systems., • Deliver hands-on business management support tailored to each cooperative’s stage of growth., • Coach worker-owners to build leadership and management skills., • Conduct essential research (e.g., market trends, legal/tax issues) and connect cooperatives with relevant resources., • Design and lead engaging workshops to strengthen business governance and operations. Project Management (30%) • Use project management tools to organize and execute initiatives effectively., • Foster clear communication among stakeholders and adapt strategies as needed., • Participate in team meetings, data tracking, and reporting efforts. We’re seeking candidates who are: • Bilingual and bicultural: Fluency in Spanish is a must., • Financially curious: Interested in or experienced with business finance topics such as budgeting, bookkeeping, or financial planning for small businesses., • Skilled facilitators: Capable of leading workshops and group meetings with ease., • Project-savvy: Experienced in managing complex projects, meeting deadlines, and collaborating with diverse stakeholders., • Educators at heart: Familiar with popular education methods for teaching business skills to adults., • Socially conscious: Committed to social justice and economic empowerment, particularly for low-income women. Preferred qualifications include a bachelor’s degree in a relevant field (e.g., Business Administration, Accounting, Finance or Community Development) and at least three years of professional experience. An advanced degree or additional technical expertise is a bonus! What We Offer Salary: $50,000–$55,000, based on experience. Benefits: Comprehensive health care (medical, dental, vision), paid sick leave, 14 paid holidays, and 20 vacation days annually. Work Environment: in-office work schedule based in Sunset Park, Brooklyn, a vibrant, multicultural community. How to Apply Applications are accepted on a rolling basis, but we strongly encourage you to apply before November 15, 2025. CFL is an equal opportunity employer. We are committed to building a team that reflects the communities we serve. We encourage women, people of color, LGBTQ+ individuals, immigrants, and people with disabilities to apply. Requirements:

Job Description First for a reason: At First Student, we are a family of 60,000+ employees who take pride in safely transporting more than 5 million students and passengers to and from their destinations each day! Our family of brands include Transco, Total Transportation, Maggies Paratransit, and GVC II. Our employees are at the forefront of safety and innovation; they create and implement the most advanced training and technology the transportation industry has to offer. Supports daily cash management activities to ensure adequate liquidity. May include liquidity projections, bank-related project management, treasury operations, bank relationship management, cash accounting, short-term investment and payments.$16.50/hr • Job DescriptionMajor Responsibilities, • Supports daily cash process., • Reviews cash management transactions., • Determines the company's cash position and daily cash available for investment., • Executes wire transfers and other funds movement as necessary., • Assists with cash forecasting by providing cash actuals for the prior week., • Projects current day cash projections., • Guides with timely resolution of cash issues and inquiries., • Serves as security administrator and subject matter expert for bank provided software., • Performs bank-related project management., • Maintains bank account structure and services., • Maintains internal treasury tools/systems used for everyday cash management processes (spreadsheets, web security administration, etc)., • Provides guidance and training to staff for bank/treasury systems., • Performs foreign currency exchanges., • Oversees maintenance of treasury files and spreadsheets., • Implements treasury workstation., • Performs periodic bank fee analysis., • Processes miscellaneous deposit items for corporate bank accounts., • 1+ years of relevant work experience, • Treasury workstation and bank software experience is a plus, • Excellent oral, written, presentation, and relational communication skills; fluent in English, • Strong organizational and time management skills, • Strong attention to detail and accuracy Physical Requirements and Working Conditions All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. First is also committed to providing a drug-free workplace. First will consider for employment qualified applicants with criminal histories consistent with the requirements of the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Ordinance, and any other fair chance law. Philadelphia's Fair Criminal Record Screening Standards Ordinance Poster is at this link or upon request .

Anchin is seeking a Trust and Estates Partner who specializes in providing comprehensive tax, accounting, and consulting advice and services to high-net-worth families with an emphasis on tax planning and compliance for individuals, family investment partnerships, trusts, gifts, estates, private fou

Investment Banking Analyst (Immediate Hire). We're looking for diligent, coachable, and determined financial services professionals who have already started their careers at major investment banks, accounting firms, or related consultancies. You'll likely work on 25-30 investment banking engagements

Job Description We are seeking a motivated insurance agent with a business-minded spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today! Compensation: $100,000 - $130,000 Responsibilities: • Develop and deliver risk management strategies for each customer based on their risk profile, • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base, • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances, • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction, • Identify potential clients through networking, referrals, and marketing., • Meet with individuals, families, or businesses to evaluate their financial needs., • Recommend suitable insurance products (e.g., life, disability, long-term care)., • Guide clients through the application process., • Provide policy reviews and updates as clients’ needs change., • Attend ongoing training on products, sales strategies, and compliance., • Ensure all recommendations are compliant with regulatory and ethical standards., • Provide financial planning support to clients., • Support investment professionals to cultivate client relationships., • Prepare financial plans and check their accuracy.Qualifications:, • Some computer skills with ability to use Microsoft Office is required, • Bachelor’s degree preferred; high school diploma required, • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations, • Candidates must have an insurance license, • Experience with accounting and or sales lead software is a plus, • Bachelor's degree in finance or related field., • At least 1 year of industry experience., • Self-motivated., • Excellent interpersonal skills.About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job DescriptionThe Opportunity: Fifth Avenue Financial is looking for a Financial Services Representative to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis. How many years experience do you have in the Financial Services industry? If none, you are ineligible to apply. Do you have a bachelors degree? If not, you are ineligible to apply. Job Responsibilities: * Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives * Analyze customer financial situations and provide tailored financial services and insurance products * Develop customized financial plans for clients that are tailored to their specific goals and objectives * Monitor markets, research financial products, and stay updated with new developments in the financial sector * Provide customer service to current and potential MassMutual customers Desired Qualifications: * Bachelor’s degree in a related field such as finance, accounting, or economics * Internship or some experience in the Financial Services industry * Strong customer service, communication, and presentation skills * Excellent verbal and written communication skills * Good knowledge of risk management and investment strategies Nice-to-haves: * Life, Accident, Health resident license * Knowledge and proficiency in the use of CRM software and financial data analysis tools * Strong organizational and time management skills * Ability to multitask and prioritize * Proficiency in MS Office Licensing: If you do not already have the SIE, Series 7, 66, and/or Life, Accident & Health license, you will work towards obtaining these to offer associated services, in addition to your continued professional development.

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services. What we offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why join Eastern Advisory Group? • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788. We can only consider applicants authorized to work in the United States. Compensation: $100,000+ OTE Responsibilities: • Partner with clients to build comprehensive financial profiles that support personalized guidance based on their income, goals, and overall financial situation, • Contribute as a supportive, growth-minded team member committed to ongoing learning and professional development, • Proactively identify, engage, and nurture lasting relationships with prospective clients while serving as a trusted financial resource, • Develop customized financial strategies that reflect each client’s life stage, career path, and evolving financial priorities, • Deliver well-informed recommendations on products, plans, and investment opportunities to help clients reach their short- and long-term financial objectives, • Obtain Life and Health certification within 45 days of hireQualifications:, • Brooklyn/Manhattan candidates only, • Previous Sales experience preferred, • Must be able to commute to Hauppauge, Long Island, for trainingAbout Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Candidates must be a close commute to 410 Motor Parkway 2nd Floor, Hauppauge, NY, 11788. We can only consider applicants authorized to work in the United States.

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 120+, 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: All 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, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. 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 Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

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

Job 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 C funding round brought our total investment to over $170 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 6 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: We are looking for a Senior Software Engineer to join our Advisory Suite team, which powers key components of our investment management platform. You will work on critical financial engines, including portfolio rebalancing, trade aggregation, tax optimization, and fixed income analytics. You will design, build, and scale services that enable investment advisors to manage client portfolios with precision and efficiency. Things You Get To Do: • Design, build, and maintain backend services for:, • Portfolio rebalancing algorithms, • Trade aggregation logic (VWAP, TWAP), • Tax lot accounting and optimization, • Fixed income product modelling and yield computation, • Contribute to future product areas within the advisory suite team and/or trading platform, • Collaborate with product, data and other engineering teams to translate business and financial logic into performant systems, • Write clean, maintainable, and testable code in Go, • Participate in code reviews, architecture discussions, and sprint planning, • Contribute to scaling strategies and observability practices (e.g., tracing, alerting, dashboards)Who. You Are (Must-Haves):, • 5+ years of professional software development experience, • Strong grasp of data structures, algorithms, and systems design, • Experience with financial systems, trading, or portfolio analytics is a strong plus, • Familiarity with time-series data processing and numerical accuracy (especially for VWAP/TWAP), • Knowledge of fixed income concepts (e.g., yield curves, duration, accrual), • Comfortable working in a fast-paced, agile environmentHow We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Our retained client is a privately held investment and hospitality group with a portfolio spanning real estate, development, and luxury dining. They’re seeking an experienced Finance Director to lead all financial operations across both their investment management business and their flagship restaurant brand in Midtown Manhattan. This is a hands-on leadership role—ideal for a CPA who can move easily between fund-level reporting, P&L management for hospitality operations, and strategic planning for growth. If you’re looking to join a company that’s well-capitalized yet entrepreneurial, this offers the best of both worlds. What You’ll Do • Manage and mentor the finance and accounting team, • Liaise with auditors and tax advisors to maintain regulatory compliance, • Develop and implement tax planning strategies, • Review consolidated financial results and prepare management reports for the parent organization, • Partner with department heads to analyze performance and identify cost-savings opportunities, • Oversee budgeting for restaurant operations including labor, COGS, and capital expenditures, • Ensure adherence to GAAP and IFRS standards; monitor accounting and regulatory changes, • Support ESG reporting and corporate governance initiatives Finance Director Requirements & Qualifications • CPA required, • Bachelor’s degree in Accounting, Finance, or related field, • 8+ years of progressive financial leadership experience within multi-entity organizations, • Consistent experience in real estate or property management finance, • Background in real estate investment, property management, or asset management, • Knowledge of GAAP / IFRS and regulatory compliance, • Skilled in financial planning, forecasting, cash management, and systems implementation Finance Director Preferred Background & Skills • Previous experience in hospitality or restaurant finance, • Exposure to private equity or investment fund structures, • Knowledge of multi-entity and international consolidations, • Strong systems knowledge (QuickBooks Enterprise, NetSuite, or similar ERP) This is a key leadership role for a finance professional who wants to shape the financial framework of a growing, multi-industry organization. If you’re strategic yet hands-on and love seeing your work translate into real business impact — we want to meet you.