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Job Description You could be a Controller anywhere. Why Jerry.ai? * Join a pre-IPO startup with capital, traction and runway ($240M funded | 60X revenue growth in 5 years | $2T market size) * Work closely with serial entrepreneurs and brilliant leaders from companies like Deloitte, KPMG, McKinsey, BCG, Bain, Amazon, Andreessen Horowitz, Facebook, Alibaba, Microsoft, Nvidia, NerdWallet, etc. * Opportunity to take us to a $10B market cap business and a household name in the next few years * Be immersed in a talent-dense environment and greatly accelerate your career growth About the Opportunity: We’re looking for an exceptional Controller to lead our accounting function at a critical stage in our growth. In early 2024, we achieved profitability — a major milestone — and now we’re aiming even higher: growing from 5M to 50M customers and building a $10B business. As Controller, you’ll be at the center of this transformation. You’ll lead our accounting operations, build scalable systems, ensure financial integrity, and guide us through IPO readiness. You’ll work cross-functionally across the organization while helping us stay agile and execution-focused in a fast-paced environment. You’ll also be a key member of the finance leadership team, responsible for accounting policy, financial reporting, internal controls, and audit readiness. You’ll work alongside a highly experienced, tight-knit team with deep backgrounds in investment banking, hedge funds, M&A, FP&A, controllership, and Big 4 audit. Jerry.ai is building the first super app to make car ownership affordable and accessible – insurance, buy/sell, registration, loans, safety, repairs, parking, etc – a $2T market in the U.S. We started with insurance in 2019, and since then we’ve launched loan refinancing, driving insights, repair marketplace, car diagnostics, and a GenAI-powered chatbot & voicebot. We have amassed over 5M customers, raised $240MM in funding, scaled our revenue 60X and our team to 225 across 6 countries. How you will make an impact: * Own and scale the accounting function, building team, processes, systems, and policies that support hypergrowth and long-term success. * Lead all aspects of the monthly close, consolidation, and external reporting, ensuring compliance with US GAAP and readiness for SEC standards. * Drive IPO readiness initiatives, including PCAOB audit standard readiness and implementation of public company financial controls and policies * Manage relationships with auditors, and other external advisors. * Lead and develop a high-performing accounting team. * Partner cross-functionally across Finance, Legal, Data, Engineering, Operations, Product to align on business drivers and reporting outcomes. * Foster a culture of truth seeking, sense of urgency and passion for excellence. Ideal profile: * CPA, Bachelor’s degree in Accounting, and Big 4 Experience required; * 10+ years of relevant experience, including senior-level controllership or corporate accounting roles; * Proven experience preparing a company for IPO or operating as a public company controller/senior accounting leader; * Deep knowledge of US GAAP, SEC reporting requirements, and internal control frameworks; * Strong leadership and communication skills; * Strong problem solving skills in a fast paced dynamic environment; * System savvy; experience with Netsuite or similar ERP, and familiarity with financial automation tools; * Tech forward, experience and desire to utilize AI and latest technologies to build scalable operations a plus. While we appreciate your interest and application, only applicants under consideration will be contacted. Jerry.ai is proud to be an Equal Employment Opportunity employer. We prohibit discrimination based on race, religion, color, national origin, sex, pregnancy, reproductive health decisions or related medical conditions, sexual orientation, gender identity, gender expression, age, veteran status, disability, genetic information, or other characteristics protected by applicable local, state or federal laws. Jerry.ai is committed to providing reasonable accommodations for individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at The successful candidate’s starting pay will fall within the pay range listed on this job posting, determined based on job-related factors including, but not limited to, skills, experience, qualifications, work location, and market conditions. Ranges are market-dependent and may be modified in the future. In addition to base salary, the compensation may include opportunities for equity grants. We offer a comprehensive benefits package to regular employees, including health, dental, and vision coverage, paid time off, paid parental leave, 401(K) plan with employer matching, and wellness benefits, among others. Equity opportunities may also be part of your total rewards package. Part-time, contract, or freelance roles may not be eligible for certain benefits. About Jerry.ai: Jerry.ai is America’s first and only super app to radically simplify car ownership. We are redefining how people manage owning a car, one of their most expensive and time-consuming assets. Backed by artificial intelligence and machine learning, Jerry.ai simplifies and automates owning and maintaining a car while providing personalized services for all car owners' needs. We spend every day innovating and improving our AI-powered app to provide the best possible experience for our customers. From car insurance and financing to maintenance and safety, Jerry.ai does it all. We are the #1 rated and most downloaded app in our category with a 4.7 star rating in the App Store. We have more than 5 million customers — and we’re just getting started. Jerry.ai was founded in 2017 by serial entrepreneurs and has raised more than $240 million in financing. Join our team and work with passionate, curious and egoless people who love solving real-world problems. Help us build a revolutionary product that’s disrupting a massive market. Compensation Range: $150K - $220K

Job Description Our client is a renowned international Investment and Asset management firm primarily focused luxury Real-Estate and Hospitality Investing. With experienced teams based in New York and London, their investment professionals leverage years of expertise in identifying and structuring deals across the major US and European markets. Role Our client is seeking a dynamic Executive Operations & Finance Analyst to report directly to the President. This hybrid role uniquely fuses the strategic oversight typical of a Corporate Finance Manager with the collaborative essence of a light Chief of Staff. In this critical position, you will manage financial operations and oversee essential business functions. Your expertise will be vital in coordinating executive-level logistics and supporting both professional and administrative tasks, enabling the President to focus on advancing the company’s vision. If you are a proactive and discreet leader ready to make a significant impact in a dynamic environment, we invite you to apply! Requirements Finance Analyst • Lead financial planning and analysis (FP&A) activities, including forecasts, budgets, and strategic plans., • Manage capital investments and allocation strategies to optimize company resources., • Oversee financial reporting processes, ensuring accuracy and regulatory compliance., • Direct cash flow management and working capital optimization., • Evaluate mergers, acquisitions, and other strategic growth opportunities., • Develop and implement risk management strategies to mitigate financial risks, • Present financial insights to executive leadership and stakeholders., • Manage and mentor finance team members, fostering professional development., • Ability to manage multiple high-priority projects simultaneously with a proactive mindset., • Coordinate complex business and personal scheduling, meetings, and travel for the President., • Manage special projects in real estate, hospitality, and administrative areas., • Liaise with legal, accounting, and internal/external stakeholders on behalf of the President., • Ability to coordinate with financial advisors, attorneys, and external consultants., • Experience with calendar management, travel booking, and expense platforms., • Knowledge of CRM systems and project management tools a plus., • Prior experience in luxury hospitality, private family office, or concierge services is preferred., • Understanding of domestic business travel and coordination is highly beneficial., • Familiarity with luxury service providers, fine dining, and exclusive event venues., • Exceptional leadership, communication, and problem-solving skills., • High emotional intelligence and the ability to operate with discretion., • Comfortable with weekly travel or as required to upstate New York with the President. Qualifications & Experience • CPA certification, • Bachelor’s degree in Finance, Accounting, or related field; MBA preferred., • 4-8 years of experience in corporate finance or senior operational roles., • Advanced proficiency in financial modeling, analysis, and forecasting., • Strong understanding of financial regulations, GAAP, and reporting requirements., • Experience with ERP and financial systems (e.g., Sage)., • Proficiency in Microsoft Office Suite and scheduling/travel platforms., • Flexible schedule with ability to work occasional evenings or weekends., • Experience supporting high-level executives or ultra-high-net-worth individuals., • Strong multitasking abilities and organizational skills in dynamic environments., • Fluency in English required; Punjabi or Hindi language skills are a strong advantage. Benefits • Competitive salary $100k - $120k (dependent on experience), • Comprehensive benefits package (Medical / Dental / Vision), • 401(k) matching program., • Paid time off.

Job DescriptionAbout VRC: VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role: This position conducts valuations of various securities for investment companies (hedge funds, BDCs, etc.). Such securities may consist of illiquid investments, such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products. Associates assist the Portfolio group leader on both a managerial and analytical level, and work with junior analysts to complete valuation assignments. What you will do: • Conduct research on securities, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads, • Gather and document pertinent data obtained through client interaction, • Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction and option valuations, • Assist junior analysts and perform valuation analyses and use judgment to conclude fair value of relevant securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models, • 2 to 4 years’ of constructing and reviewing valuation models and other financial models, • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis is a plus, • CFA or ASA designation or progress towards CFA or ASA designation is a plus, • Strong oral and written communication skills, • Superior analytical capabilities are essential, • Experience working with diverse teams, • Ability to manage multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting, • Strong work ethic and ability to work flexible hours around critical client due dates, • Competitive bonus program, • Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options, • Generous time off/flexible work arrangements, • Growth- VRC is growing, and so can your career, • Reimbursement for admission fees and study material for professional designations VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person’s talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email . $72,500 - 100,000 The base salary offered at the time of hire is only a portion of total compensation and may differ from the stated range. It could be higher or lower depending on various factors, including the candidate's relevant qualifications, skills, and experience, as well as the specific service line and location for the position. In addition to base pay, a meaningful portion of total compensation is paid as quarterly profit-sharing compensation, which has historically ranged from 20- 30% of base pay. You will also be eligible for a discretionary year-end bonus. For more information, ask your recruiter or hiring manager for details #LI-AL1 #LI-Hybrid

Job Description About Goodie AI: Goodie AI is a pioneering LLM visibility and AI search optimization platform enabling the world’s top brands to own their AI narrative across leading LLMs like ChatGPT, Gemini and Perplexity. Backed by strong funding and validated by active paying customers, we are scaling fast and tackling some of the hardest AI search challenges. We're looking for our first dedicated Finance and Accounting professional to build the financial foundation of our rapidly growing startup. As our founding finance hire, you'll have the unique opportunity to establish financial processes, systems, and practices from the ground up while working directly with leadership to support our next phase of growth. This role is perfect for someone who thrives in a fast-paced environment, enjoys wearing multiple hats, and wants to make a significant impact on a company's financial future. After you apply, check out Goodie AI's website to learn even more! You are: • Someone with a startup mindset with ability to work independently and make decisions quickly, • Extremely detail oriented and organized, • An excellent communicator and highly skilled when it comes to presenting to executives and board members, • Comfortable with ambiguity and changing priorities, • Self-motivated with strong project management capabilities, • Comfortable learning new software and systems quickly, • Interested in AI/ML industry trends and business models, • Establish and maintain accurate books and records using modern accounting software, preferably Quickbooks, • Manage accounts payable, accounts receivable, and cash flow, • Prepare monthly financial statements and management reports, • Oversee payroll processing and benefits administration, • Ensure compliance with tax requirements and coordinate with external accountants, • Implement financial controls and approval processes, • Build financial models and forecasts to support business planning, • Prepare board-ready financial reports and investor materials, • Support fundraising efforts with due diligence preparation and financial analysis, • Develop budgets and track performance against financial targets, • Select and implement accounting and financial management systems, • Create scalable processes for expense management and financial reporting, • Establish vendor management and procurement processes, • Develop financial policies and procedures documentation, • Partner with leadership on strategic financial decisions, • Support pricing strategies and contract negotiations, • Analyze investment opportunities and operational efficiency, • Collaborate with legal and HR on equity management and compliance You have: Experience • 3+ years of progressive finance and accounting experience, • Previous experience at a startup or high-growth technology company preferred, • Background in SaaS, AI, or startup tech companies preferred, • Strong proficiency in accounting software (QuickBooks), • Advanced Excel/Google Sheets modeling capabilities, • Experience with financial planning software (Carta, Forecastr, or similar), • Familiarity with expense management tools (Ramp, Expensify, Brex, etc.), • Bachelor's degree in Accounting, Economics, Finance, or related field, • CPA preferred but not required, • MBA with focus on finance and accounting a plus., • Relevant certifications or coursework in financial analysis or modeling a plus Benefits & Perks of becoming a (No)Goodie: • Earn More, Together: Base Pay + Profit Sharing & Commissions Opportunities, • Health First: Premium Medical, Dental & Vision Coverage, • Flex Work Environment: Hybrid at HQ and remote globally, • Set Up Shop: Home Office Stipend, • Recharge Anytime: Unlimited PTO Plan, • Family First: Paid Parental Leave Plan, • Secure Your Future: 401(k) Plan with Employer Matching, • Level Up: Mentorship & Career Growth Support, • Always Be Learning: Access to Top-tier Resources & Industry Experts, • Work Hard, Play Harder: Quarterly Team Trips (Onsite and Offsite), • Mind & Body Wellness: Gym, Wellness, and Access to Mental Health Plans, • Fuel Your Day: Free Lunch, Snacks, Cold Brew, & Happy Hours, • Grow With Us: Endless Opportunities to Lead & Succeed, • Keep on Shining: Ongoing Employee Development Programs EEO & Compensation Transparency: NoGood is committed to pay transparency and equity among all employees and provides employees an environment where pay transparency and dialogue on compensation are allowed. NoGood complies with federal, state, and local laws on compensation, pay transparency, and pay equity. We take factors including geographic location, education, training, skillset, market rates, certifications, and more into consideration when constructing pay ranges for new and existing roles within our organization. The compensation range for this position is $80,000 - $110,000. At NoGood, we understand that diversity in the workplace is vital to a company’s success and growth. We strive to make sure that our team members are included and have a sense of belonging that makes us a great company to work with and a great company to work for. To that end, NoGood is committed to Equal Opportunity Employment and complies with all Equal Opportunity Employment laws. We will consider all qualified applicants without regard to race, religion, color, national origin, sex, gender identity, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will work to make reasonable accommodations available in the job application and interview process, to perform essential duties of the job function, and to retrieve other benefits and privileges of employment with our organization. BEWARE OF FRAUD! Please be aware of potentially fraudulent job postings or suspicious activity by persons that are posing as NoGood team members, recruiters, and HR employees. Our team will contact you regarding job opportunities from email addresses ending in @nogood.io or @higoodie.com. Additionally, we do utilize our ATS- Workable- to help us schedule initial screening calls. Job seeking is hard- we’re sorry that scammers have added this element to your search for something new. Stay vigilant out there!

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 Assistant Controller. The Treasury Manager is primarily responsible for cash flow planning, analysis, and reporting with enhanced focus on daily cash movement operations. The 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 Treasury Manager must exercise independent judgment within established policies and objectives that influence treasury operations. ESSENTIAL DUTIES AND RESPONSIBILITIES The duties and responsibilities of the Treasury Manager 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 & RESIDENT ACCOUNTS MANAGEMENT • Reviews petty cash and household accounts activities, including funding, documentation, and reconciliation, • Support and maintain systems for efficient management of resident personal allowance funds., • Implements and maintains strong internal controls for petty cash and resident funds tracking., • 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 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., • 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. 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 For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description Job Description Uphold asset protection and sustain business growth through prudent credit analysis processes, support Relationship managers, analyzing and evaluating prospective commercial mortgage loans. Perform financial property analysis for the Commercial Real Estate portfolio in New York with high accuracy in a fast paced environment for both prospects and existing customers. • Assist Relationship Managers with all aspects of initial sizing to closings. Spread and analyze financial statements and other credit information for Relationship Managers, • Research credit worthiness using multiple resources and reports. Evaluate different loan types including land, construction, bridge and stabilized projects, • Work with appraisers, brokers, and online services to obtain and validate market information; and review leases and rent rolls, analyze sponsor/guarantor and/or major tenant financial wherewithal, • Work with multitude of asset classes including multifamily, retail, office, industrial and hotel., • Work closely with Portfolio Management Team on load modifications, approvals, and waivers., • Prepare preliminary investment committee materials, • Ensure that all work processed meets audit and compliance requirementsQualifications Qualifications • Minimum 3 years’ experience in a commercial real estate credit evaluation environment., • Knowledge of Income Producing Real Estate property phases, i.e., Construction, Lease-Up and Stabilized., • BS degree in Accounting / Finance or business-related field, • Working knowledge of commercial credit systems as well as corporate financial systems (i.e., Loans and Deposit Balances, Collateral & Doc Tracking)., • Proficient in Excel including the ability to perform cash flow analyses and create financial models. Working knowledge of Argus a plus., • Excellent research and analytical capabilities, • Strong interpersonal, verbal and written communication skills, • Familiarity with legal documentation is a plus, • Team player – positive “can do attitude” Additional Information Compensation: The expected annual salary for this position is between $100,000-120,000 annually at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: • Those with a known mental or physical disability., • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions., • Victims of domestic violence, sex offenses or stalking. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

Job Description • Unfortunately, no visa sponsorship or transfer will be provided with this position., • If you're up for the challenge, we'd love to hear from you. When you click apply, there will be an application form for you to complete. It should take around 5 to 10 minutes to complete. Cornspring is an innovative start-up FinTech company, with a mission to empower Family Offices and Asset Owners with real-time, AI driven data intelligence and portfolio insights. The tools we are building are solving one of the most complex and valuable challenges in Finance. Our clients operate at the highest levels of global finance, managing billions in assets. Yet, legacy systems fail them: slow, fragmented, and outdated. Cornspring is redefining Family Office services by leveraging state-of-the-art generative AI and Large Language Models to provide unparalleled insights and efficiency to Family Office investment and accounting data. This is a high-ownership environment, and we need exceptional engineers who bring a mix of talent and passion to join us on our incredibly exciting journey. We are currently looking for a top-tier Senior Data Engineer with deep expertise in Python programming in a financial context. This is a pivotal role, where you will be tackling technically challenging problems and working with cutting edge AI technology. You will be reporting to the Head of Data Operations and will be working alongside a team of talented engineers. • You will be responsible for developing and maintaining our ETL pipelines, handling diverse data formats, and ensuring data quality and consistency., • You'll work on automating data processing workflows while implementing robust validation and error handling mechanisms to maintain data integrity., • You will conduct testing on data movement, transformation code, and data components to ensure integrity, accuracy, and high-quality deliverables for all data processing., • You will design and implement data solutions for new initiatives and provide continuous oversight for existing solutions to improve quality and performance., • You will assess and integrate new data sources into pipelines to meet evolving business needs., • The role requires a strong expertise in Python data manipulation libraries and a solid understanding of financial data structures., • University degree in Computer Science, Software Engineering or equivalent., • Solid data engineering experience., • Experience designing and maintaining ETL pipelines, integrating data from multiple sources (including APIs)., • Experience working with remote teams., • Competitive salary., • Hybrid working: we work from a beautiful office in Manhattan 2 days a week., • Being part of a revolutionary movement in Family Office technology., • Working with cutting-edge AI and data technologies., • Challenging projects that make a real impact to our sector.

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION Reporting into the Senior Manager of Strategic Finance, you will play a key role in helping to power Pontera's continued success. You will be responsible for supporting FP&A efforts and providing analytical insights to guide business decisions. The ideal candidate will possess strong financial modeling and analytical skills, and be comfortable working in a face-paced, high-growth, dynamic environment. RESPONSIBILITIES • Support annual budget development and quarterly forecasting, including variance analysis and trend identification., • Collaborate with the Accounting team in Israel on month-end close activities to ensure accurate cost mapping., • Develop financial reporting and tools for department leaders to enhance visibility into budget allocation and attribution, • Lead initiatives to improve, automate, and scale forecasting and reporting systems., • Assist in the preparation of key internal and external stakeholder financial communication, including Board of Directors and investor presentationsREQUIREMENTS, • Bachelor's degree in Finance, Accounting, Economics, or related field, • 2-3 years of experience in FP&A, investment banking, or management consulting, • Strong proficiency in financial modeling, forecasting, financial reporting, and quantitative analysis, • Exceptional analytical skills, attention to detail, and problem-solving abilities, • Strong written and verbal communication and presentation skills, • Humble, low ego, easy to work with, and possesses growth mindset, • Experience in fast-paced, high-growth, dynamic environments, preferably within the technology or startup space, • Proficiency in Excel required; experience with ERP systems, Tableau, SQL is a plusWHAT WE OFFER, • Compensation: $110,000 to $120,000 annually, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

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

Job Description ABOUT US CFSC, Community Financial Service Centers, is a third-generation, family-owned business. We pride ourselves on being a vital part of our communities, and with over 200 locations nationwide, we have neighborhood families all over the United States. Our focus is providing financial services tailored to each unique location and their community’s needs so that our customers receive the services they need most. Our goal is to help our customers better manage their money, finances, and daily lives, and we’re able to do that by adapting our products to accommodate their financial needs. Based at our River Edge, New Jersey headquarters we’re looking for an energetic and responsive team player to step into this vital role. You will be part of team that works in a fast-paced environment, conducts sophisticated audits and improves the quality and effectiveness of the internal control processes. Key Responsibilities: • Oversee Financial Operations: Manage the daily operations of the Accounting department, including cash receipts, accounts receivable, cash disbursements, accounts payable, fixed assets, financial systems, and all balance sheet accounts across 75 locations. Supervise a team of seven bookkeepers who support these operations, ensuring all reconciliations are completed accurately and on time, maintaining consistency across all locations., • Policy & Procedure Development: Develop and maintain accounting policies and procedures related to banking, transaction processing, balance sheet analysis, reconciliation, and internal controls across all locations to ensure consistency, compliance, and operational efficiency., • Annual Planning & Forecasting: Lead the creation of the annual operating plan aligned with the company’s strategic goals, considering the needs of all 75 locations. Perform monthly forecasting to provide management with visibility into business results across locations, enabling timely decision-making., • Financial Modeling & Analysis: Build business models for the operating plan and forecasts, reviewing assumptions with key business partners from each location. Lead ongoing analysis and forecasting for all locations to ensure alignment with financial objectives., • Strategic Decision Support: Provide financial and strategic decision-making support to senior management, ensuring the achievement of short- and long-term financial goals across all locations. Assist in evaluating financial outcomes and recommend improvements or adjustments as necessary., • Ad-Hoc Analysis: Collaborate with business stakeholders across 75 locations to create financial models and analyses that support strategic, investment, and operational decisions., • Monthly Closing & Reporting: Oversee the accurate and timely closing of financial statements for all locations in collaboration with department heads and the seven bookkeepers, ensuring adherence to internal and external deadlines., • Cash Management: Monitor daily operating cash across all locations, manage transfers between investment and operating accounts, and forecast cash needs up to 12 months in advance to ensure sufficient liquidity for the entire network of 75 locations., • Audit & Tax Compliance: Oversee the annual financial audit and tax return processes for all locations. Coordinate single audits and ensure compliance with relevant regulatory requirements at a company-wide level., • Business Metrics & Trends Analysis: Track and analyze key business metrics and financial trends across all 75 locations. Provide meaningful profitability analyses to senior management, identifying potential issues and driving their resolution across locations., • Organizational Structure Analysis: Lead financial analysis on various organizational structures, including those that will enable the expansion of CFSC solutions to new customer segments across the 75 locations., • Regulatory and Funding Compliance: Ensure proficiency with the regulatory and funding requirements of 401(k) plans, ensuring full compliance across locations., • Payroll Systems Expertise: Oversee and manage payroll platforms & systems, specifically with ADP, ensuring seamless payroll processing across all locations., • Education: Bachelor’s degree in Accounting, Finance, Economics, or a related field. A Master’s degree and/or CPA is preferred., • Experience: A minimum of 10 years of progressive experience in accounting and finance, with experience in senior management roles across a multi-location environment., • Data-Driven Approach: Strong passion for using data to empower others and drive results within a multi-location organization., • Data Visualization: Proficiency in creating data visualizations to communicate complex financial information effectively across different locations., • Budgeting & Forecasting: Solid experience in budgeting, forecasting, and mergers & acquisitions (M&A) within a multi-location business., • Technical Expertise: Expert-level proficiency in Google and Microsoft platforms (Word, Excel, PowerPoint), with proficiency in Sage/Peachtree as the accounting system., • Modeling & Systems Orientation: Experience building complex financial models and a strong systems orientation is preferred for managing operations across 75 locations., • Team Leadership: Proven experience managing, developing, and coaching staff, including a team of seven bookkeepers, across multiple locations, fostering a motivated and effective team environment. Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more.

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 DescriptionQuix Recruitment is excited to collaborate with a prestigious Big 4 professional services firm to recruit for a Tax Senior Associate role within their Tax Line of Service, based in the Cayman Islands. This role offers you the opportunity to work with world-class clients in the asset and wealth management sector while advancing your career in a dynamic and globally respected environment. About the Role As a Tax Senior Associate, you will take on a proactive leadership role within a high-performing team. This position involves working closely with clients to deliver strategic tax solutions that address evolving business and compliance challenges. Key responsibilities include: • Managing and overseeing tax compliance obligations for multinational and local clients., • Advising on cross-border tax strategies and responding to regulatory inquiries., • Developing and implementing tax planning strategies that support client business objectives., • Assisting with projects such as tax reporting, corporate strategy, transfer pricing, and mergers and acquisitions. This role combines hands-on client engagement with opportunities to refine your technical and leadership skills in a supportive and collaborative setting. Key Responsibilities • Manage multiple client engagements, reporting directly to Managers and above., • Lead and train junior staff, fostering technical expertise and professional growth., • Build and sustain strong client relationships to deliver tailored solutions., • Stay informed about local and global tax issues, particularly in the asset and wealth management sector., • Actively participate in business development initiatives and internal branding activities., • A Bachelor’s degree in Accounting, Finance, or a related field (required)., • A CPA, Enrolled Agent, or Master of Taxation, or active progress toward one (preferred)., • Relevant tax experience in U.S. partnership and/or corporate tax (required)., • Expertise in compliance and consulting for investment partnerships, including hedge funds, mutual funds, private equity, and venture capital funds., • Strong analytical, problem-solving, and leadership abilities., • No Direct Taxes: Maximize financial benefits with no income tax., • Global Financial Hub: Engage with leading clients in fund and wealth management industries., • Tropical Paradise: Enjoy pristine beaches, a vibrant multicultural community, and year-round warm weather., • Competitive salary and a full benefits package, including medical insurance for you and your dependents., • Relocation support covering flights, accommodation, and transportation for you and your family., • Pension contributions and a generous vacation allowance, including holiday closures. This role is ideal for tax professionals seeking to elevate their careers in a premier global setting while enjoying the exceptional lifestyle of the Cayman Islands. Confidentiality Statement Quix Recruitment is committed to maintaining the highest level of confidentiality throughout the recruitment process. Your application will remain private and will not be shared with your current employer or the hiring company without your explicit consent. Disclaimer All personal information collected during the application process will be used solely for recruitment purposes and will not be shared with third parties without your consent.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role As a Finance Analyst / Associate, you will have the unique opportunity to support Charlie Health's rapid growth and most important financial and operational decisions with analytical insights and strategic recommendations. Reporting to the Director of FP&A, you will be a key financial thought partner to Charlie Health's department leaders throughout the organization as you support the Revenue and OpEx budgeting, forecasting, and reporting processes. This is a high impact, highly visible role on the Strategic Finance team, which plays a critical role in shaping Charlie Health's long-term business strategy, planning, and execution. Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way. Responsibilities • Contribute to month end close as a key stakeholder to ensure accurate allocation of expenses to departments and timely delivery of financial statements., • Create budgets, forecasts, and projections supporting individual departments and the overall company., • Develop reports to track budget vs. actuals and provide visibility to cross-functional business partners and company leadership., • Apply business judgment and financial models to assist with strategic decision-making related to new initiatives, products, and business opportunities in a fast paced, dynamic environment., • Support special projects to continuously improve, automate, and scale revenue and cost forecasting and reporting tools, processes, and methodologies., • Develop automations for operational aspects of the financial planning & analysis processes., • Support any various other financial activities including M&A, creation of board of directors meeting materials, and other investor reporting materials.Requirements, • Bachelor's degree in Business, Accounting, Finance, Economics, or a similar subject area preferred., • 1-4 years of professional experience, ideally in a mix of professional services (e.g., Financial or Management Consulting, Investment Banking, Private Equity) and highly analytical roles at a high growth venture backed company (e.g., Sales or Revenue Operations, Strategic Finance, Strategy, Operations)., • Highly proficient in Excel / Google sheets and PowerPoint / Google slides., • Experience in building insights from scratch including sourcing, transforming, analyzing, and presenting complex financial and operational data in a simple, easily understandable way., • Driven self-starter who enjoys rolling up their sleeves and building complex financial models in Excel or similar tools., • Deep understanding of the 3 main financial statements and how they tie together., • Excited by the chance to join a high-growth company with the ability to make an immediate impact in a fast-paced, dynamic working environment., • Good sense of humor. You enjoy the work you do and the people who work with you., • Work authorized in the United States and native or bilingual English proficiency., • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description My client, leading middle-market investment bank, is expanding their Technology IB team. Looking for an Associate (1st or 2nd year preferred) to join their growing fintech practice. This group is characterized by collaboration and an unwavering dedication to achieving exceptional results for each client engagement. The position is located in NYC. We will also evaluate accomplished Senior Analysts with 2+ years of relevant experience. We are targeting top-tier performers with proven sellside M&A expertise. Candidates with Analyst-to-Associate promotions are highly preferred. Visa sponsorship is not available, and we will not consider recent graduates or professionals lacking relevant M&A background. Associates collaborate closely with Managing Directors throughout the entire M&A advisory process, encompassing deal origination, execution, and strategic negotiation phases. Key responsibilities encompass supporting the development of market research and operational analyses, crafting information memoranda, creating marketing materials, and conducting comprehensive financial and valuation assessments. Associates provide essential support to VPs, Directors, and Managing Directors across all transaction phases, which includes mentoring and training Analysts, contributing to organizational best practices and culture, and cultivating industry connections. Core Responsibilities • Transaction Management & Execution: Drive daily project oversight and execution across diverse advisory and financing engagements, including creating and managing comprehensive financial and accounting evaluations, • Market Analysis & Research: Evaluate and oversee market trend analysis, competitive positioning studies, and public company financial assessments to uncover client opportunities and emerging market prospects, • Industry & Company Research: Perform and supervise product/service, economic, corporate, and sector research and analysis with particular focus on fintech and payments landscape, • Financial Analysis & Client Advisory: Review and manage historical and current financial and accounting data to guide clients in financial forecasting preparation; develop, review, and participate in client presentations, • Strategic Synthesis: Synthesize strategic insights from multiple analyses, projections, business strategies, and research into comprehensive stakeholder presentations, • Due Diligence Leadership: Execute due diligence reviews of target companies to evaluate the strength of their present and projected financial position, • Transaction Documentation: Manage transaction assessment, preparation, due diligence, and execution processes; oversee the creation of marketing collateral including executive summaries, information memoranda, and additional deal documentation, • Business Development Support: Support and contribute to transaction proposals including concept development and identify, evaluate, and analyze M&A and financing prospects in the fintech sector, • Client Relationship Management: Serve as financial and strategic counsel for key client relationships alongside senior relationship managers, • Relationship Building: Cultivate and strengthen client relationships through continuous engagement and demonstration of financial and sector expertise, • Experience Level: Investment banking Analyst-to-Associate internal promotions or MBA graduates with 1-2 years of applicable experience, • Alternative Candidates: Accomplished Senior Analysts with 2+ years of experience will be considered, • Performance Standard: Top-performing candidates with demonstrated excellence in sellside M&A transactions, • Promotion Preference: Strong preference for internal Analyst-to-Associate promotions, • Industry Background: Background in financial software, fintech, and payments M&A advisory is advantageous, • Sector Flexibility: Technology/software/SaaS sector experience preferred, though candidates from industrials, consumer, or healthcare backgrounds will be evaluated, • Current Employment: Currently employed at a middle market investment banking firm, • Executive Presence: Demonstrated professional maturity and capacity to collaborate effectively with C-suite executives and senior leadership teams, • Organizational Skills: Exceptional organizational abilities with self-direction and capability to excel under pressure and demanding timelines, • Technical Proficiency: Proficient in financial statement analysis and interpretation, • Analytical Capabilities: Superior analytical capabilities and meticulous attention to detail, • Communication Skills: Outstanding written and verbal communication abilities, • Education: Bachelor's degree from an accredited institution, • Technical Experience: Professional experience in financial modeling and valuation methodologies, • Performance Track Record: Demonstrated top-tier performance in current position, • Salary Range: $175,000 - $225,000

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

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION Reporting into the Head of Strategic Finance, you will play a key role in helping to power Pontera's continued success. You will be responsible for supporting strategic finance and FP&A efforts, and providing analytical insights to guide business decisions. The ideal candidate will possess strong financial modeling and analytical skills, and be comfortable working in a face-paced, high-growth, dynamic environment. RESPONSIBILITIES • Drive core processes to help chart the course for future growth, including annual budgeting and strategic planning, quarterly reforecasting, monthly outlooks and headcount planning, • Prepare materials for monthly performance diagnostics and variance analysis, to help leadership understand the company's financial health and performance against budget, • Build and maintain financial models that are used for core analytical processes and ROI-based decision-making, ultimately helping the company drive toward higher growth and profitability, • Partner with Data, Revenue Operations, Sales, Marketing and other cross-functional teams to provide key business insights and financial thought leadership around key strategic and operational decisions, • Assist in the preparation of key internal and external stakeholder financial communication, including Board of Directors and investor presentationsREQUIREMENTS, • Bachelor's degree in Finance, Accounting, Economics, or related field, • 4-6 years of experience in strategic finance, FP&A, investment banking, or management consulting, • Strong proficiency in financial modeling, forecasting, financial reporting, and quantitative analysis, • Exceptional analytical skills, attention to detail, and problem-solving abilities, • Strong written and verbal communication and presentation skills, • Humble, low ego, easy to work with, and possesses growth mindset, • Experience in fast-paced, high-growth, dynamic environments, preferably within the technology or startup space, • Proficiency in Excel required; experience with ERP systems, Tableau, SQL is a plusWHAT WE OFFER, • Compensation: $140,000 to $170,000 annually, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job DescriptionAbout Us Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent, and liquid, and we're achieving this by revolutionizing the way investment vehicles are created and executed. At Sydecar, we're not just a platform; we're a trusted partner in venture capital. We're dedicated to simplifying and standardizing the private investing experience, empowering capital allocators to discover and support visionary entrepreneurs who are shaping the future. Our platform is designed with ease and efficiency in mind. We take care of all the behind-the-scenes tasks, from automating banking, ensuring compliance, handling contracts, managing taxes, to streamlining reporting. This leaves investors the freedom to concentrate on what matters most: making valuable deals and nurturing meaningful relationships. Join us at Sydecar, as we lead the charge in revolutionizing private investing. Location: New York City, Seattle, or San Francisco (hybrid, 2 days/week in office) About the Team The Deal Operations team owns the full lifecycle of every deal launched on Sydecar. We are responsible for making sure every deal on our platform runs smoothly. We work directly with fund managers and investors to solve problems, keep timelines on track, and make sure nothing slips through the cracks. We’re the first point of contact when something needs fixing, and we work closely with teams across Sydecar to get the right outcome. About the Role As a Deal Operations Consultant, you’ll take the lead on some of the most complex or time-sensitive deals on the platform. You’ll work closely with fund managers, support your teammates when questions come up, and help improve how we work. This is a hands-on role where good judgment, clear communication, and follow-through matter. You’ll also help shape how we train, review, and scale this function over time. This role is a good fit for someone who enjoys staying close to the work, but who also wants to play a role in improving the system around them. What You’ll Do As a Deal Operations Consultant, you will: * Build relationships with our largest and most important customers to execute their deals as smoothly as possible. * Triage and resolve time-sensitive customer issues—especially those that block deal execution—using judgment, urgency, and clear communication. * Make fast, responsible decisions in ambiguous situations—and know when to escalate or pull in the right cross-functional partner. * Identify product and process improvements that will shape the future of our product and our workflow. * Liaise with senior members of the team, as well as our Legal, Tax, and Product teams to answer customer questions and educate first-time Deal Organizers. * Develop an expert knowledge of our product, our customers, and our industry. * Support customer-facing projects and product discovery. About You * 4-6 years of experience working in deal operations, customer support, fund accounting or a similar role that required accuracy, communication, and time management. * Excited about working directly with customers, especially when something’s urgent. * Interest and/or familiarity in venture investing and/or back office VC administration. * Excellent and professional written and verbal communication skills. * You thrive in fast-paced, customer-facing environments and are energized—not stressed—by helping unblock critical moments in a deal, even when they fall outside the usual schedule. * Ability to effectively evaluate problems and propose sensible, scalable solutions. * Comfortable working under pressure and context-switching across dozens of tasks, customers, and workflows in a single day. Bonus if you have * Experience working in a startup, fintech, or investment operations role. * Exposure to fund administration, deal execution, or compliance workflows. * Experience mentoring or onboarding team members. Sydecar’s values Our values are important to the way we live and work at Sydecar. They guide our priorities, behaviors and interactions. Ownership We are committed to and proud of our work and growth. We hold ourselves accountable for achieving our goals. Excellence We set and exceed ambitious goals through ownership, data-driven decisions, and rigorous execution. Humility We value feedback and recognize that growth comes from learning from each other and our experiences. Win Together We are driven by a passion for winning and we champion the success of our team members, our customers, and our partners. Sydecar is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Sydecar are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Sydecar will not tolerate discrimination or harassment based on any of these characteristics. Sydecar encourages applicants of all ages. Compensation Range: $125K - $150K

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

Job Description Municipal Surveillance (Associate/AVP) - Healthcare and Higher Education Sectors Position Summary Top Insurance provider is seeking a candidate to join the Municipal Surveillance team at the AVP/Associate level to join the U.S. Public Finance Surveillance team. This employee would be responsible for assisting in the monitoring, managing and reporting for a large portfolio of U.S. Public Finance credits, primarily within the health care and higher education sectors; work includes: (a) performing quantitative and qualitative credit analysis, (b) interacting with the management teams of hospitals and higher education institutions as well as their legal counsels, bankers and financial advisors, (c) collection, organization and management of data from various sources, (d) preparing monthly credit reports/updates, (e) handling of transaction amendments/waivers/consents, and (f) ad hoc projects related to the portfolio and/or sectors. Primary Responsibilities • Monitor/evaluate credit quality and sector trends with respect to credits in our municipal health care and higher education portfolios, consisting primarily of not-for-profit hospitals/health systems as well as public and private colleges/universities, • Key analysis includes in-depth, analytical review of operating and financial data/metrics/trends collected for specific credits, • Additional quantitative and qualitative review of industry/market trends is expected, as needed, for review of credits and the sectors, • Participate in and/or conduct meetings and/or lead conference calls for credit updates and/or regarding surveillance issues, with hospital management teams/ higher education administrators, financial advisors, bankers, attorneys and/or others key constituents, • Prepare monthly written reports and presentation materials on select credits and the sectors, identifying significant issues and providing a rationale for internal rating recommendations, • Present internal reviews and rating recommendations to senior management at monthly meetings, • Monitor distressed credits and report on them quarterly to senior management, as needed, • Manage/assist in oversight/maintenance of internal databases to monitor credit exposure, capture annual data metrics related to specific credits, and track industry trends/any credit risk deterioration, • Process requests for transaction amendments, waivers and consents, including negotiation of revised terms, preparation of memos/reports for internal approvals, and related administrative actions, • Assist in the preparation of ad-hoc reports for senior management to disclose the impact of events related to specific credits, the overall health care and/or higher education sectors as well as to the security of related municipal bonds insured by Assured, • Coordinate on special projects with other internal departments or groups Candidate Background • Minimum 2 to 6 years of relevant experience, • Bachelor’s degree in accounting, economics, business or hospital and/or higher education administration/finance is required; a master’s degree is a plus but not required, • Prior analytical experience within a rating agency, bond insurer, hospital, higher education institution, healthcare/higher education consulting firm, or healthcare/higher education sector experience within the municipal finance team of an investment/commercial bank, financial advisor or investment management firm is preferred, • Solid quantitative and analytical skills, with particular emphasis on hospital and/or higher education finance/credit analysis, • Proficiency with financial statement analysis, both FASB-based and GASB-based, • Experience with financial/cash flow modeling/forecasting, • Sound understanding of the not-for-profit hospital and/or higher education sectors as well as municipal bond market, • Solid interpersonal and communication skills, both written and oral, with the ability to convey information in a concise manner, • Self-starter, with good time management skills and ability to take initiative, who can work independently as well as work closely with a team in a collaborative and dynamic environment, • Detail orientation and effective organization skills is a must, • Proficiency in using external software (e.g., Excel, Word and PowerPoint) and in conducting research using various sources of information (e.g., EMMA, Bloomberg), both which are necessary to gather data and streamline work processes, is necessary, • Ability to quickly learn to navigate internal IT systems, • Experience in working with management teams of hospitals and/or higher education institutions as well as their legal and financial advisors is preferred HYBRID, 3 DAYS IN OFFICE . Company DescriptionNational Insurance CompanyNational Insurance Company

Job Description This is an exceptional opportunity for an experienced tax professional to step into a management role in Big 4, one of the worlds foremost international financial centers. As a Senior Tax Associate you will help clients navigate the complexities of U.S. tax compliance and advisory services in areas such as property and casualty insurance, hedge funds, private equity, and international executive taxation. This role offers a blend of hands-on client work, leadership, and team development responsibilities. Core Responsibilities: * Manage multiple client engagements, reporting directly to Managers and above. * Lead and train junior staff, fostering technical expertise and professional growth. * Build and sustain strong client relationships to deliver tailored solutions. * Stay informed about local and global tax issues, particularly in the asset and wealth management sector. * Actively participate in business development initiatives and internal branding activities. * Contribute to the continuous improvement of team processes and service delivery. Qualifications: * A Bachelors degree in Accounting, Finance, or a related field (required). * A CPA, Enrolled Agent, or Master of Taxation, or active progress toward one (preferred). * Relevant tax experience in U.S. partnership and/or corporate tax (required). * Expertise in compliance and consulting for investment partnerships, including hedge funds, mutual funds, private equity, and venture capital funds. * Strong analytical, problem-solving, and leadership abilities. * Exceptional communication and interpersonal skills to effectively manage clients and teams. Benefits & Relocation Package: * Competitive salary and a full benefits package, including medical insurance for you and your dependents. * Relocation support covering flights, accommodation, and transportation for you and your family. * Pension contributions and a generous vacation allowance, including holiday closures. Note: Your CV and personal information will be handled with the utmost care and discretion. We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

Job DescriptionOur Company Arch is a Series A 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 Role: We are hiring a high-performing Director of Strategic Business Development to drive 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 Director of Strategic Business Development, 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 banks, institutions, investment advisors, and other 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 in Business Development within a SaaS technology company, preferably in a growth stage startup. * 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: 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: $200K - $320K

Job Description This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. Specialty Finance Department (“SFD”) The Specialty Finance Department (“SFD”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 3 main product areas: Project Finance, Trade and Commodity Finance, and Aviation Finance. Your Role Overview: Responsible for credit evaluation and deal maintenance for transactions in Trade and Commodity Finance and/or Aviation Finance. Your Duties and Responsibilities • Reviews potential transactions in Trade and Commodity Finance and/or Aviation Finance and prepares credit memos, applications, cash flow models, and other relevant material for underwriting purposes., • Monitors assigned transactions to maintain credit quality through appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity., • Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management., • Prepares all applications and reports and makes recommendations on all amendments, waivers, refinancings and other ongoing activities., • Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated., • May conduct business development activities such as managing or assisting to manage relationships with clients in assigned sector.., • May conduct or support deal structuring activities., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • Bachelor’s degree in Finance or Economics or equivalent with 5+ years related experience in Trade & Commodity Finance, Aviation Finance, or Corporate Finance ., • Good knowledge of finance and basic accounting., • Good knowledge of commonly used research resources, including Bloomberg, EDGAR, and rating agencies., • Basic knowledge of corporate finance transactions., • Basic knowledge of loan markets., • Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)and some modeling capabilities., • Excellent oral and written communication skills. Why you should join SuMi Trust: SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know when the Human Resources staff reaches out to you for an interview. The anticipated salary range for this role is listed above. The specific salary offered to an employment applicant is based on the individual’s qualifications, experiences, the job responsibilities, an analysis of the current compensation paid for similar roles in the local geographic area, and key distinctions of the job as compared to current jobs in the Branch. The role may also be eligible for an annual discretionary bonus. Sumitomo Mitsui Trust Bank, Limited New York Branch is a branch of Sumitomo Mitsui Trust Holding Group. Learn more about the company, the values, and vision at

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position overview: The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone's advisory practice, as well as diligence responsibilities for StepStone's asset management business lines (i.e., co-investment and secondaries practices). Essential job functions: • Work in a team environment with other investment team members to source, screen, and conduct due diligence on selected private equity fund managers, co-investments, and secondaries, • Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies, • Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis, • Analyze PPMs, financial statements, and investment returns, • Conduct reference calls as a part of manager and asset due diligence, • Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors, • Preparation of due diligence materials and Investment Committee memos, • Present recommendations to the investment team and the Firm's Investment Committee, • One to three years of investment banking, consulting, and/or private equity experience, • Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future, • Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities, • Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement, • Self-starter, with strong ability to think creatively and conduct research to find solutions, • Ability to communicate and present ideas effectively, both verbally and in writing, • Capable of multi-tasking with strong attention to detail, • Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects, • High proficiency in Microsoft Word, Power Point and Excel, • Fluent (written and spoken) English Salary: $105,000 - $112,500 The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job DescriptionJOB TITLE: Operations Analyst, Middle Office EMPLOYER: A-CAP Management LLC DEPARTMENT: Asset Management REPORTS TO: Head of Operations LOCATION: Onsite in NYC ABOUT THE COMPANY The A-CAP () group consists of five life insurance/reinsurance companies/captives, an asset manager and various other non-insurance companies. The asset manager primarily invests in structured securities including CLOs, CMBS, ABS and collateralized lending, direct real estate lending, private credit, and equity for both internal and external clients. A-CAP’s management team and operational professionals have diverse experience and proven success across the insurance, reinsurance, and investment sectors with an average of 20 years of experience. Assets under management are approximately $10 billion and growing at over $500 million, annually. A-CAP’s offices are in New York, Salt Lake City, and Miami. A-CAP Management “ACM” is the asset management arm of A-CAP. ACM formally launched in April 2014 as an SEC registered investment advisor. As of 12/31/21, ACM manages $4.9B of assets. ACM aims to provide a cost-effective way for small to mid-size insurance companies to rapidly gain exposure to less liquid and new asset classes that are generally outside the scope of traditional insurance company asset managers. Our overriding goal is to positively impact an insurance company’s financial position and support their long-term stability and growth through: • Maintaining credit quality and matching asset liability profiles, • Strengthening the insurance company balance sheet, • Maintaining or improving return on capital, • Supporting long term stability and growth with acute sensitivity to insurance regulatory, accounting, and capital issues WHAT YOU WILL DO: • Accurately capture and settle trades across asset classes in both Charles River and proprietary internal systems, • Perform daily cash and position reconciliations; investigate and resolve breaks with custodians and administrators, • Monitor investment data quality across trade, position, and accounting systems; escalate issues as needed, • Assist in interpreting credit agreements and term sheets to support operational setup and trade booking, • Collaborate with portfolio management, risk, and accounting teams to ensure timely issue resolution and data alignment, • Support new business initiatives, system enhancements, and workflow automation projectsWHAT YOU WILL NEED:, • Strong academic performance with 3+ years of experience in fixed income operations, • Understanding of trade lifecycle and basic reconciliation processes, • Strong Excel skills; ability to handle large datasets and generate repeatable reporting outputs, • High attention to detail and strong organizational skills, • Clear verbal and written communication skills; able to work cross-functionally, • Self-starter capable of managing tasks independently in a high-pressure environment A-CAP works hard to create a positive and supportive environment. That's why we offer great benefits to safeguard the health and well-being of our employees. Our comprehensive benefits package includes: • Competitive salary/base pay, • Employer-sponsored medical, dental, and vision insurance, • Paid Life & AD&D Insurance (for employees and families), • Paid Disability Insurance (STD + LTD), • Paid Parental Leave, • Paid Vacation and Sick Leave, • Paid Holidays (13 scheduled in 2025), • Voluntary Supplemental Insurance policies, • Safe Harbor 401(k) plan with employer match, • And other benefits and perks! POSITION TYPE AND EXPECTED HOURS OF WORK This is a full-time position. Days and hours of work are Monday through Friday, 9:00 a.m. to 6:00 p.m., 40 hours weekly, or as otherwise arranged with the manager of the department. US work authorization is required. Who We Are: EEO Statement A-CAP is an Equal Opportunity Employer and does not discriminate in recruiting, hiring, promotion or any other personnel action based on the basis of race, ethnicity, national origin, color, sex, gender, gender identity or expression, sexual orientation, religion, age, disability, veteran status, or any other basis covered by appropriate law. We comply with the laws and regulations set forth in the Know Your Rights poster. All employment is decided on the basis of qualifications, merit, and business need. To request an accommodation, contact and we will make every effort to respond to your request within 48 business hours to work towards a positive solution. Disclaimer: The above is intended to describe the general content of and requirements for the performance of this job. It should not be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Powered by JazzHR EtsW6Az2W6

Job Description CoreWeave is the AI Hyperscaler™, delivering a cloud platform of cutting edge services powering the next wave of AI. Our technology provides enterprises and leading AI labs with the most performant, efficient and resilient solutions for accelerated computing. Since 2017, CoreWeave has operated a growing footprint of data centers covering every region of the US and across Europe. CoreWeave was ranked as one of the TIME100 most influential companies of 2024. As the leader in the industry, we thrive in an environment where adaptability and resilience are key. Our culture offers career-defining opportunities for those who excel amid change and challenge. If you're someone who thrives in a dynamic environment, enjoys solving complex problems, and is eager to make a significant impact, CoreWeave is the place for you. Join us, and be part of a team solving some of the most exciting challenges in the industry. CoreWeave powers the creation and delivery of the intelligence that drives innovation. What You'll Do: We are seeking a high-performing, self-sufficient FP&A Manager to join our strategic finance team. The FP&A Manager will operate within the Capacity Finance organization, supporting the Capacity Finance Lead through owning Cloud hardware efficiency. This position will be responsible for providing financial insights, analyses, and recommendations to drive cost optimization, improve resource utilization, and enhance the overall financial performance of our cloud hardware operations/utilization. The ideal candidate will possess a strong understanding of cloud infrastructure composition, use, and economics, have excellent analytical skills, and the ability to collaborate effectively with technical and operations teams. About The Role: • Lead DC power and hardware efficiency initiatives within FP&A, • Establish process to create hardware efficiency targets (KPI and $ savings), • Partner with engineering and operations teams to identify and track KPIs related to cloud hardware operational efficiency (i.e. server utilization, power efficiency, cost per compute hour, etc.), • Generate monthly, quarterly, and annual reports on financial results, budget variance, and KPI results, communicating the analyses to key stakeholders while identifying areas for improvement, • Conduct in-depth financial analysis of operational data to continuously identify new cost-saving opportunities and efficiency gains, • Evaluate the financial impact of various hardware configurations, resource management strategies, and infrastructure optimization projects, • A bachelor's degree in finance, accounting, applied mathematics, economics, or other business major is required, or an equivalent combination of education and experience. Advanced degree (i.e. MBA, MS) is preferred., • 7-10+ year(s) of experience in a general finance, FP&A, corporate development, investment banking, private equity, or similar roles, • Previous experience in Cloud or Data Center Infrastructure (data centers, cloud, etc.) is required, • Excellent financial modeling and analytical skills, with a demonstrated track record of executing complicated financial analyses, • Excellent verbal and written communication skills, with a preference for candidates that have demonstrably interacted with management or other executive-level stakeholders, • Strong understanding of financial principles, including GAAP, financial modeling, and budgeting., • High level of self-sufficiency with proven success at self-teaching and a high intellectual motor, • Strong analytical, quantitative, and problem-solving skills, • Exceptional attention to detail, organizational skills, and ability to manage multiple competing priorities simultaneously, • Advanced proficiency with Microsoft Office Suite, particularly Excel and PowerPoint, • You love to dig into data to uncover cost-saving opportunities, • You're curious about how infrastructure and financial performance intersect At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences The base salary range for this role is $127,000 to $168,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job 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 role demands a high level of precision, independent problem-solving, and critical thinking, with minimal delegation and a strong focus on quality and accuracy. The position supports the compliance team in developing, implementing, and testing regulatory programs for clients in the investment sector, including private equity, hedge funds, and venture capital. It also involves providing support for regulatory exams and outsourced Chief Compliance Officer (CCO) functions, with work schedules driven by client needs and deadlines. What you’ll do • You'll advise clients on compliance with U.S. securities laws including the Securities Act, Exchange Act, and Advisers Act, and review marketing materials to ensure regulatory alignment., • You'll assist with regulatory examinations conducted by the SEC, NFA, and state securities boards, and support clients with required U.S. regulatory filings., • You'll help manage core compliance functions such as personal trading oversight, email reviews, trade monitoring, and maintaining restricted lists., • You'll design and monitor testing systems to evaluate the effectiveness of compliance controls, draft regulatory policies, and deliver training on relevant regulations., • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance, • Employees receive generous paid time off, including 20 days of PTO and 7 sick days annually, with PTO increasing over time. The company also observes 10 paid holidays each year, 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 ($60,000-$70,000)Qualifications, • You hold a Bachelor's degree and bring a foundational understanding of compliance principles, ready to grow within a fast-paced regulatory environment., • You possess working knowledge of key regulations, including the Investment Advisers Act of 1940, Investment Company Act of 1940, and FINRA or NFA/CFTC rules., • You are proficient in MS Office tools, especially Excel and Word, and excel at building strong relationships with clients and colleagues., • You demonstrate dependability, flexibility, and responsiveness, adapting quickly to shifting client needs and priorities., • You bring strong organizational, analytical, and communication skills, with the ability to multitask, work independently, and make sound decisions. 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 Description The Associate-Real Estate Credit will be primarily responsible for underwriting and analyzing investment opportunities as well as performing property and market due diligence. The Associate will play an active role in closing and asset management of the firm's real estate investments. We are seeking someone who understands the importance of the technical skills relative to underwriting and asset analysis but will also eventually be able to take a front seat in sourcing new deals and building/maintaining relationships within the real estate industry across various markets. Responsibilities: • Support the private real estate credit team in underwriting and executing new investments for a wide range of commercial real estate transactions. Investments include senior bridge loans, mezzanine loans, and preferred equity backed by all property types throughout the US., • Create detailed and complex financial underwriting models for financing real estate investments., • Perform asset-level and market-level due diligence., • Develop thorough understanding of a deal’s capital structure and business plan and key risks to performance through discussions with sponsors, market participants and investment professionals., • Understand physical characteristics of properties, and the related competitive advantages and disadvantages., • Understand and critically evaluate the existing and potential operating characteristics of a project (Revenue, expenses, capital expenditures, tenant credit, leases)., • Identify a project’s demand drivers; gather market information through independent field work and direct contact with brokers, appraisers, and developers. Synthesize information and draw a conclusion on future market rent, absorption, vacancy, and liquidity in the investment market., • Prepare term sheets and letters of intent, • Communicate conclusions into a comprehensive investment memorandum to be presented to senior management for consideration and approval. Participate in Investment Committee discussions., • Participate in and provide support for the ongoing asset management of each investment, including major deal level decisions as well as evaluate overall portfolio risks and opportunities, • Bachelor’s degree in Business, Finance, or Accounting, • 2-5years of experience in real estate finance, real estate investment banking, or real estate private equity., • Strong analytical and quantitative skills, • Experience creating financial models. High level of expertise in Excel; ARGUS and Power Point proficiency helpful but not required., • Ability to learn new IT applications related to relationship and portfolio management, • Willingness and ability to travel, • Highly motivated, adaptable, and open to a growing role, • Excellent verbal and written communication skills, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • 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 Description THE COMPANY Standard Communities is a leading owner, investor, and developer of affordable and middle-income housing. As one of the largest owners of affordable housing in the U.S., we believe housing is a pathway to prosperity. We deliver high-quality, sustainable homes that foster community and offer residents the opportunity to build brighter futures. With over $5 billion in assets under management and a portfolio of more than 27,000 units across 190+ properties in 21 states + Washington, D.C., our team blends nationwide scale with local expertise. As a Certified B Corporation and California Benefit Corporation, we value high performance, social responsibility, and innovation. Headquartered in Los Angeles and New York, with offices across the country, we’re driven by a shared mission: to transform housing, empower residents, and strengthen communities. At Standard Communities, we don’t just build housing—we build opportunities. If you’re passionate about real estate, community impact, and professional growth, we’d love to hear from you. At Standard Communities, we value urgency in execution, precision in our work, and empathy in our interactions. These core principles guide us in how we build, collaborate, and grow together THE POSITION The Analyst is responsible for a wide range of tasks/responsibilities including but not limited to; downloading and summarizing offering memorandums and related deal offering materials, including rent rolls, rent comparables and historical income statements; third party coordination including summarizing, organizing and disseminating due diligence reports, responding to lender and investor due diligence requests and assisting with state, federal or other agency/lender submission packages; assisting with construction funding procedures What You Can Expect to Do Financial Analysis: Provide support for financial analysis and underwriting of potential acquisition and development opportunities utilizing Excel. Construction Funding Process: Track capital expenditures and life of construction projects as it pertains to lender and investor funding requirements. Use Excel and other platforms to maintain records and reconcile sources & uses information required by lenders and investors. Manage requests for documentation and coordinate with all parties involved in the funding process. Due Diligence Coordination / Transaction Execution: Assist in due diligence, coordination of 3rd party vendors, interfacing with lenders and government agencies, preparation of closing statements etc. Assist in managing deal trackers and due diligence platforms. What You Should Have • Strong Excel modeling and quantitative skills, • Excellent verbal and written communication, organizational, presentation and analytical skills, • Ability to take ownership and commitment to follow through, • Ability to effectively prioritize and handle multiple tasks under pressure, • Strong work ethic and attention to detail, • Desire to work in a fast-paced, entrepreneurial environment, • 1-3 years of relevant work experience in financial analysis – previous employment at a principal real estate, real estate development, real estate investment or commercial banking firm preferred, • Previous accounting experience a plus, • Bachelor’s Degree – Finance, Accounting, Economics or Real Estate Concentration is a plus, • High Proficiency in Microsoft Excel required What You Should Be • “Making the call’: Strong problem solving, investigating, and critical judgment skills for all proposed scopes of work, • Strong understanding of budgets and reviewing financial statements, • Must be a proactive, detail-oriented person with excellent analytical skills, • Independent, self-starter mentality, with exceptional communication and organizational skills, • Eager to work in a fast-paced entrepreneurial environment, • Ambitious, desire to grow, • Highly accountable: able to take ownership, meet deadlines, follow-through, • Highly motivated self-starter and independent worker, • Proven ability to excel in a fast-paced environment with multiple projects and deadlines., • Acknowledges and learns from mistakes and challenges, • Outstanding written and oral communications skills, • Able to work collaboratively in a small team environment; can “roll up his/her sleeves” and pitch in where necessary within the organization, • Ready to work in a fast-paced environment and be part of an amazing team doing valuable work At this time, Standard Communities will not sponsor a new applicant for employment authorization for this position. Standard Communities is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit, and business need.

Job Description Aquarian Aquarian is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. Aquarian Insurance acquires and operates companies focusing on life and annuity insurance and reinsurance solutions. Aquarian Investments deploys capital across the capital structure and creates tailored financing solutions that help high-quality companies grow and evolve. Since its founding in 2017, Aquarian and its relying advisers have grown to serve as investment managers on approximately $25.6 billion in book value assets under management as of June 30, 2025. Our business groups bring experience and expertise in building successful operations, managing assets effectively, and harnessing innovation – along with the necessary resources – to create long-term value. The Role Aquarian Investments is seeking an exceptional 1st/ 2nd year Analyst to join the Investments Team and focus on private investments across the capital structure spanning various asset classes. Aquarian is a registered investment advisor specializing in alternatives and special situation investments. The Analyst will report to the Investments Principals and be responsible for assisting with transaction evaluation, execution, and investment monitoring of private investments. The ideal candidate will have completed relevant coursework in corporate finance, accounting, statistics, and/or economics, and have a history of demonstrated academic success. Analysts at Aquarian are considered integral members of the Investments Team and receive significant on-the-job and formalized training with the opportunity to take on progressively higher levels of responsibility. For high-performing individuals, we expect this role to provide significant advancement opportunities within the firm. The position is located in New York City, with an immediate hire date. Specific responsibilities of the role include: • Assist with the evaluation of potential transactions, including performing due diligence, creating and building complex financial models, and preparing investment committee presentations, • Aid in the execution of approved transactions, including supporting the negotiation and development of term sheets and other legal documents, • Coordinate with third-party resources, including lawyers, bankers, and diligence service providers, • Conduct periodic and ad-hoc portfolio management and oversight of transactions that have been executed, • Background in corporate finance, accounting, statistics, real estate, and/or economics, • Robust skills in Microsoft Excel and PowerPoint, with proficiency in other Microsoft Office applications, • Familiarity with financial services applications such as Capital IQ, Bloomberg, Intex, etc., • Must be detail-oriented, and have excellent spreadsheet, presentation, and analytical skills, • In addition, strong critical thinking skills, a high degree of intellectual curiosity, and a desire to take on greater responsibilities and leadership are all required to be a successful member of the Aquarian team, • Ability to work efficiently and effectively both on teams and individually, • Must have the ability to manage multiple tasks simultaneously and meet deadlines for short, long, and ad-hoc assignments, • Excellent interpersonal, written, and oral communication skills required to effectively communicate with a variety of audiences

Job Description CoreWeave is the AI Hyperscaler™, delivering a cloud platform of cutting edge services powering the next wave of AI. Our technology provides enterprises and leading AI labs with the most performant, efficient and resilient solutions for accelerated computing. Since 2017, CoreWeave has operated a growing footprint of data centers covering every region of the US and across Europe. CoreWeave was ranked as one of the TIME100 most influential companies of 2024. As the leader in the industry, we thrive in an environment where adaptability and resilience are key. Our culture offers career-defining opportunities for those who excel amid change and challenge. If you're someone who thrives in a dynamic environment, enjoys solving complex problems, and is eager to make a significant impact, CoreWeave is the place for you. Join us, and be part of a team solving some of the most exciting challenges in the industry. CoreWeave powers the creation and delivery of the intelligence that drives innovation. What You'll Do: We're looking for a Strategic Finance Analyst to be a foundational member of our new Strategic Finance & Corporate FP&A team. Our team is built with a diverse mix of talent coming from top-tier financial institutions, global technology companies, and some of the fastest-growing startups in AI and software. This is a unique opportunity to contribute directly to our financial strategy and enhance our financial planning and analysis (FP&A) capabilities. Reporting to the Senior Manager of Strategic Finance and Corporate FP&A, you'll provide critical financial insights that help inform executive decision-making and strategic planning. About the role: • Financial Modeling: You will contribute to the development and maintenance of our core financial models and cash flow forecasts, • Strategic Projects: You will provide valuable analysis and support on high-impact projects, from capital markets initiatives to fundraising strategies, working directly with the CFO and other leaders, • Reporting: You will assist in the creation of comprehensive reports and narratives for our executives and Board of Directors, including monthly, quarterly, and annual planning documents, • Collaboration: You will work closely with teams across the company, including FP&A and Accounting, to ensure seamless reporting and analysis, • 2-3 years of experience in investment banking, private equity/VC, and/or management consulting, • Proficiency in financial modeling, forecasting, and budgeting with a strong attention to detail, • Advanced proficiency with Microsoft Office Suite, particularly Excel and Powerpoint, • Excellent analytical and critical thinking skills, • Strong interpersonal and communication skills, with the ability to effectively collaborate with various teams and clearly present financial information, • A proven ability to analyze financial data, identify key trends, and support strategic recommendations At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences The base salary range for this role is $75,000 to $110,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job DescriptionBusiness Analyst | $130,000 - $165,000 per year | Direct Hire | Hybrid What Matters Most: • Competitive Pay: $130,000 - $165,000 per year, • Schedule: Full-time, Direct Hire, • Organization that is experiencing rapid growth and tech modernizationJob Description: Join this rapidly growing and highly collaborative organization as a key member of our investment tech team, where you’ll have the unique opportunity to help build our systems and processes from the ground up. We are seeking a highly skilled and experienced Business Analyst with a strong background in investment operations. In this role, you will be instrumental in driving business process improvements, managing system implementations, and ensuring the quality and efficiency of our investment operations. If you are a proactive problem-solver with a deep understanding of financial instruments and a passion for creating impactful solutions in a dynamic environment, we encourage you to apply. Responsibilities:, • Business Process Analysis: Document and analyze business processes for investment operations, identifying opportunities for improvement and automation., • Requirements Gathering: Define and document detailed business requirements, user stories, and use cases, performing gap analysis to bridge current and future system needs., • System Implementation: Support system upgrades and new feature rollouts, specifically for SS&C CAMRA or Precision LM, including configuration and end-user support., • Quality Assurance: Create and execute test plans for system integration and user acceptance testing (UAT) to ensure all system changes are thoroughly tested., • Project Management: Manage projects from start to finish, maintain project documentation, and facilitate communication between technical and non-technical teams., • Data and Reporting: Use intermediate SQL queries for data validation and ad-hoc reporting, and create dashboards to monitor system performance and efficiency.Qualifications and Requirements:, • Bachelor's degree, • 5+ years of experience as a Business Analyst within investment management, asset management, or other financial services., • Extensive hands-on experience with SS&C CAMRA or SS&C Precision LM (end-to-end loan servicing, accounting, and reporting platform)., • Deep knowledge of investment operations processes, including trade processing, portfolio management, reconciliation, corporate actions, and accounting., • Strong understanding of financial instruments such as equities, fixed income, bank loans, and derivatives., • Knowledge of middle and back-office functions and credit lifecycle management., • Prior experience in a heavily regulated financial environment., • Proficiency with SQL for data analysis and validation., • Experience with all phases of the Software Development Life Cycle (SDLC) and various testing methodologies., • Strong analytical, problem-solving, and communication skills., • Experience in an Agile/Scrum environment is preferred. Benefits and Perks:, • $130,000 - $165,000 base salary, • Medical, Dental and Vision benefits, • 401(k) with matchYour New Organization: If you are ready to make a significant impact and contribute to a forward-thinking team, apply now to join this company’s mission of building a best-in-class investment operations platform. Offering a competitive salary, comprehensive benefits, and providing the support you need to thrive both professionally and personally, this is a career move you will not want to miss out on!Your Career Partner: The Reserves Network, a veteran-founded and family-owned company, specializes in connecting exceptional talent with rewarding opportunities. With extensive industry experience, we are dedicated to helping you achieve your professional goals and shine in your field. The Reserves Network values diversity and encourages applicants from all backgrounds to apply. As an equal-opportunity employer, we foster an environment of respect, integrity, and trust in every aspect of employment. The base salary range for this position is $130,000 - $165,000, excluding benefits, bonuses, or other compensation. Your final salary will depend on your skills, qualifications, experience, location, and internal pay equity. Please note, hiring at the top of the range is uncommon to allow room for future salary growth.

Job DescriptionFirm Description Chilton Investment Company, Inc. is an investment management firm headquartered in Stamford, Connecticut with offices in New York, Connecticut and London. Its affiliate, Chilton Trust Company, is a wealth management firm and national trust company with offices in New York, Connecticut, North Carolina, Florida and Delaware. Chairman, Richard L. Chilton, Jr. formed Chilton in 1992 to manage his diversified and concentrated flagship investment strategies. In 2010, the firm launched a private wealth management firm offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. Our mission is to provide our clients with a portfolio of products that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership We are currently seeking an individual to join our investor relations team supporting our institutional clients. The position is located in the New York City location. Position Description • Serve as a liaison between our investors and the investment team, assisting with investor inquiries and ensuring that all inquiries raised are dealt with in a complete, timely and accurate manner., • Manage due diligence inquiries of our investment strategies, operations, accounting, legal and compliance procedures., • Create and foster a network of potential institutional investors., • Conduct risk management on our investment strategies. Analyze the liquidity, beta, correlations and profit and loss attribution for the portfolio on a stock, industry and sector level., • Produce and update investor presentations on a monthly and ad hoc basis., • Maintain contact information in and run reports from the CRM database., • Perform industry research, coordinate submission of performance to different databases and assist in RFP completion., • Assist in the on-boarding of new clients, maintaining close interaction with Legal., • Bachelor’s Degree; CFA designation a plus., • At least five years of work experience in investor relations, client service or investment sales support within an asset management firm., • Exceptional problem-solving skills, organizational skills, attention to urgency and detail, and deadline-oriented., • Solid understanding of investment products and markets., • Clear and concise oral and written communication skills with a client-first mindset., • Able to work successfully both independently and in a team environment., • Highly proficient in Microsoft Office Suite; familiarity with Bloomberg and eVestment a plus. Powered by JazzHR LePOIWaasN

Job Description About Us: DailyPay is transforming the way people get paid. As a worktech company and the industry’s leading on demand pay solution, DailyPay uses an award-winning technology platform to help America’s top employers build stronger relationships with their employees. This voluntary employee benefit enables workers everywhere to feel more motivated to work harder and stay longer on the job while supporting their financial well-being outside of the workplace. DailyPay is headquartered in New York City, with operations throughout the United States as well as in Belfast. For more information, visit DailyPay's Press Center. The Role: This is a unique opportunity to play an important role in shaping the future of our treasury operations and partnering with senior leadership to enhance the business. In this role, you'll leverage your extensive expertise to lead the treasury operations function for DailyPay. Reporting to the Treasurer, you will also liaise with our Capital Markets, Payment Operations, Financial Planning & Analysis, Accounting, Legal, and Data Analytics teams. You’ll have the opportunity to build a first-class treasury function at our fast-growing and dynamic worktech company. Location: Hybrid (3 days in office/2 days remote) – New York, NY. If this opportunity excites you, we encourage you to apply even if you do not meet all of the qualifications. How You Will Make an Impact: * Treasury Operations * Manage daily cash needs: Supervise the daily process to ensure the appropriate amount of funding on all of our funding rails; monitor balances to make adjustments as necessary * Forecast liquidity: Develop and maintain near term funding plan; explore new ways to forecast funding needs * Support business units by providing leadership and support to new projects as necessary; work to stay ahead of new company initiatives * Debt / Financing * Oversee preparation of required lender and investor compliance reporting * Responsible for interest expense, cash and liquidity forecasting * Banking Infrastructure * Manage overall bank account structure, including automation, account administration (signatories, access, fees), opening and closing * Improve the usage of our Treasury Management System (FIS Integrity) by actively seeking ways to enhance its functionality and efficiency, identifying and implementing new modules in order to automate processes * Track bank fees; provide periodic reports to management and suggest changes that could enhance yield by optimizing cash use and investment * Administration / Reporting * Own the SOX program for Treasury; ensuring controls are in place and monitored appropriately * Enhance management reporting, particularly related to cash balances and interest expense * Ensure full compliance with treasury policies and internal controls; including reporting against targets, limits and Early Warning Indicators What You Bring to The Team: * Exceptional leadership skills with proven ability to build, mentor and manage a high performing treasury team * Experience managing through change and transformation in a high-growth environment * 10+ years experience in treasury, cash management, and/or corporate finance * Ability to create and build collaborative working relationships across the finance team and the company * Excellent communicator with great presentation skills, including the ability to simplify complex financial strategies when speaking with non-financial stakeholders What We Offer: * Exceptional health, vision, and dental care * Opportunity for equity ownership * Life and AD&D, short- and long-term disability * Employee Assistance Program * Employee Resource Groups * Fun company outings and events * Unlimited PTO * 401K with company match Compensation Range: $177K - $236K

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Consulting Skills • Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables, • Manage the work, activities, and timelines of work for both them and their team, identifies priorities and workflows for interested parties, • Utilizing a higher-level understanding of methodological concepts, coaches teammates in preparing client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables, • Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management, • Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data, • Manages internal team by promoting teamwork, motivate and help consultants to improve, • Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship, • Defines the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments, • Provide status reporting of progress, dependencies, issues, risks, and overall program health, • Responsible for the work streams of a complex project and takes the lead on simple projects, • Support practice, thought leadership, and people development activities firmwide, • Maintains a deep understanding of business concepts, issues and challenges and key knowledge to master a business expertise, • Cultivate knowledge related to a specific business challenge, issue, or deepen understanding within a sector and function domain, • Contribute to the development of new solutions in own areas of expertise, • Takes a leading role within internal firm knowledge-share activities and organizations, ensuring complete knowledge and competency transfer to other consultants, • Collaborate with clients’ leadership to improve processes and procedures in areas such as banking governance, risk management, regulatory compliance, treasury transformation, stress testing, and internal audit, • Advise and provide clients with strategic recommendations on Risk Management issues facing the financial services sector, focusing on the identification, measurement, and management of Credit Risk, Market Risk, Liquidity Risks, etc., • Help clients understand and quantify risk exposures, evaluate risk strategies, and build and maintain risk models. This includes gathering and analyzing information, formulating, and testing hypotheses, and developing and communicating recommendations, • Help build tools that enable our clients to efficiently utilize capital and liquidity resources, consistent with regulatory expectations., • Focus on financial risk identification, measurement, mitigation, monitoring, and reporting of exposures to interest rate, commodity, equity, credit, and foreign exchange movements, • Write business proposals and presentations autonomously, • Detect, trace, and qualify business opportunities, • Supervise a project team internally and on client assignment, • Embody the firm’s values of excellence, entrepreneurship, innovation, teamwork, care and support, and employee wellbeing into their management style Qualifications, • Bachelor’s degree required in Finance, Business Management, or a related field from an accredited college/university is required, • 2-5+ years of recent client facing management consulting experience, • 2-5+ years relevant experience managing or creating project deliverables in a consulting environment, with broad experience in management consulting and/or, • 2+ years spearheading projects related to Financial Services industry broadly and/or;, • Banking products and services (e.g. Capital Planning / Stress Testing (CCAR / DFAST), Traded Products Risk, Market Risk, Interest Rate Risk, Foreign Exchange Risk, Treasury, etc.), • Business process design, modeling, and automation, • Experienced in delivery of a wide range of Financial Services solutions, maintains deep understanding of the industry and its challenges, • You possess strong client relationship development and client management skills, • Excellent communication (written and oral) accompanied by strong interpersonal skills, • Solid organizational, multi-tasking, and time-management skills, • Strong problem solving and troubleshooting skills with the ability to know when to escalate and when not to, • Eagerness to be involved with internal initiatives and interest in guiding and leading., • Master's degree in finance, Financial Engineering, Applied Mathematics, Statistics, Operations Research, Economics & Finance, Accounting & Finance, Business Analytics, etc., • Advanced Microsoft Office Skills (Excel, PowerPoint, Word, • Experience in, or exposure to, risk and regulatory issues across multiple areas in consumer-facing financial services, payments, commercial banking, investment banking, sales and trading, risk management in banking, emerging areas of regulation or regulatory dialogue (e.g., climate, ESG, digital assets), • Exposure to front office systems and market data and understanding of data flow between multiple systems including reporting tools, • Ability to obtain, process, and analyze large data sets, including through the usage of SQL, SAS, and other data analysis tools, • CFA / FRM / CAIA / CPA Certifications Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation • Annual base salary starting at $122,000, commensurate with experience and qualifications, • 3 Medical plans, • Dental and Vision, • 401K retirement plan, • 4% matching and 100% vested upon enrollment, • Health Savings Account (HSA), • Flexible Spending Account (FSA), • 100% paid parental leave for all new parents with eligible tenure, • Generous Paid Time Off (PTO) policy, • College savings and student loan repayment assistance, • Monthly cell phone stipend, • Access to wellness programs at no cost if enrolled through Medical plan, including:, • Gym membership reimbursement, • LiveHealth Online virtual care, • Personalized support from a Well-being Coach, • Employee Assistance Program at no cost, • Free confidential counseling and emotional support services At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. To learn more about our mission, values, and business sectors, please visit our website. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job Description NeueHouse is a work and social club where creatives and thought-leaders gather and connect. Our community of members aligns in their ambition to live a creative life, supported by an elevated experience bringing work and social together through iconic buildings, timeless design, thought-provoking cultural programming, and gracious hospitality. NeueHouse: Home of the New. Our Properties NeueHouse currently operates across three different, but equally iconic properties in New York City and Los Angeles: • Our Madison Square (MSQ) House is situated in New York’s iconic Flatiron District, was previously home for Tepper Galleries, a well-known Manhattan auction house for international artists and collectors in the 1930s – and neighbors the 69th Regiment Armory where the first International Exhibition of Modern Art was held., • Our Hollywood House (HWD), which sits on Sunset Boulevard, is one of LA’s most celebrated buildings and occupies the original CBS Studio (the world’s first structure built intentionally for broadcast). Here genre- defining artists from Orson Wells and Lucille Ball, to Janis Joplin, the Beach Boys, and Bob Dylan built their legacy. The FP&A Director (Financial Planning and Analysis Director) is responsible for overseeing the financial planning, budgeting, forecasting, and analysis functions of the company. They will play a critical role in strategic decision-making and optimizing financial performance by providing accurate and timely financial information, analysis, and insights to senior management and key stakeholders. This role requires an individual who is hands on and is able to both create and execute to accomplish objectives. This role will focus on analyzing and reporting results to management and developing the models/tools necessary to meet deadlines and provide information in a manner that is clear and usable. Requirements • Lead the development, implementation, and monitoring of financial planning processes, including annual budgeting, forecasting, and long-range planning, to support the company's strategic objectives., • Partner with operational teams to analyze and control costs across all areas of the business, identifying opportunities for cost savings, efficiency improvements, and revenue enhancement., • Collaborate with revenue-generating departments, including membership, food and beverage, and events, to analyze pricing strategies, revenue drivers, and profitability metrics, optimizing revenue generation and yield management., • Prepare timely and accurate monthly financial reports, dashboards, and presentations for senior management, board of directors, and external stakeholders, highlighting key performance indicators and financial metrics., • Develop rolling forecasts and variance analyses to track actual performance against budget and forecast, identifying variances and drivers of performance discrepancies, and recommending corrective actions as needed., • Develop both short-term and long-term cash flow model to assess capital requirements., • Maintain investor debt/equity and capitalization tables., • Work with construction team to develop and monitor amount and timing of construction spend., • Build and maintain financial models to support scenario analysis, sensitivity testing, and strategic planning initiatives, providing decision support for business initiatives and investment opportunities., • Participate in strategic planning initiatives., • Assist finance team with financial reporting requirements., • Support ad-hoc financial projects and initiatives as needed. We are looking to connect with candidates who bring: • Bachelor’s degree in finance or accounting or related field., • MBA, CPA, or CFA qualifications preferred but not required., • Minimum of 7 years of progressive experience in financial planning and analysis, with at least 5 years in a leadership role, preferably within the hospitality industry., • Proven track record of success in financial management, budgeting, forecasting, and business analysis, preferably within a hospitality environment., • Strong analytical skills, with the ability to interpret complex financial data, identify trends, and provide actionable insights to drive business performance., • Excellent communication and presentation skills, with the ability to effectively communicate financial concepts and recommendations to non-financial stakeholders., • Advanced proficiency in financial modeling, forecasting tools, and Microsoft Excel; experience with financial planning software is a plus., • Strategic thinker with a proactive and solution-oriented approach to problem-solving., • Ability to thrive in a fast-paced, dynamic environment, effectively managing multiple/competing priorities and meeting tight deadlines., • Proficiency in ERP systems (currently using Sage Intacct)., • Self-starter with ability to work independently while also knowing when to seek help or guidance., • Strong Excel skills and ability to develop integration with existing systems. The anticipated salary for this position is $100,000 - $130,000 per year. NeueHouse is committed to equitable and competitive compensation and benefits packages for our team members and will consider many factors when extending offers of employment. Some of the factors we consider may include: qualifications of individual applicants against the position and business needs, years of relevant experience in role or industry, specific or unique skills, certifications or professional accreditations specific to the role, and the location in which the applicant lives and/or from which they will perform the role. The anticipated range for compensation shared here does not include any other components or benefits that may available Diversity & Representation: NeueHouse is committed to building and supporting diverse and representative communities, long-term career opportunities and extends Equal Employment Opportunities to qualified applicants and employees on an equal basis regardless of an individual's age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law. Benefits • Salary range; $100,000 - $130,000 per year, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Paid Family + Caregiver Leave, • Short Term & Long Term Disability, • Training & Development, • Wellness Resources

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

Job DescriptionOur Company Arch is a Series A 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. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our enterprise segment—registered investment advisor (RIA) firms, independent wealth managers, and multi-family offices, that require sophisticated, scalable solutions. In this role, you'll guide enterprise clients through complex onboarding processes, help them migrate extensive investment portfolios and data systems, and ensure they're positioned for long-term success on our platform. This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a premium enterprise experience. You'll need to navigate complex organizational structures and stakeholder requirements with professionalism, strategic thinking, and institutional-grade service. At the same time, this role requires a self-starter who can operate independently, manage multiple large-scale onboarding projects, and proactively solve problems without constant oversight. You'll also contribute to product feedback loops and internal onboarding process improvements—balancing independent execution with cross-functional teamwork and training participation. What You'll Do: Client Onboarding * Build and execute comprehensive onboarding plans with clear milestones and timelines for enterprise-scale implementations * Guide RIA firms and wealth management organizations through complex account setup and large-scale data migration * Act as a liaison between clients and multiple stakeholders to gather and reconcile extensive account data across various systems Data Management * Monitor large volumes of client data for quality and consistency, proactively resolving discrepancies across multiple portfolios * Process ongoing updates from clients and various institutional data sources * Coordinate data migrations and system integrations for enterprise-level complexity Education & Enablement * Train multiple client teams and departments on how to use the Arch platform effectively * Support adoption through ongoing communication, guidance, and strategic check-ins with key stakeholders * Participate in internal team training and help refine onboarding best practices for enterprise clients Client Experience * Lead onboarding meetings with multiple stakeholders and deliver a high-touch, relationship-driven experience * Build trust and rapport with clients through consistent, thoughtful communication across organizational levels * Maintain detailed client records and notes in our CRM to ensure continuity and context across complex organizational structures What We're Looking For * 3+ years of experience in project management, implementation (SaaS preferred, client services, or finance with enterprise clients) * A self-starter with exceptional communication and interpersonal skills, comfortable with C-suite and senior stakeholder interactions * Strong relationship management instincts, especially with institutional and enterprise clients * Attention to detail and ability to work independently in a fast-paced environment while managing complex, multi-stakeholder projects * A proactive mindset and passion for delivering excellent client experiences at enterprise scale Bonus Points If You: * Have worked with RIA firms, independent wealth managers, multi-family offices, or large advisory organizations * Are familiar with RIA operations, compliance requirements, and wealth management concepts like fee billing, performance reporting, and client portfolio management * Have experience with SQL or want to learn * Have taken finance or accounting coursework * Have experience with enterprise software implementations or large-scale data migrations 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 - $110K

Job Description Marshall & Stevens is a 93-year-old independent, national valuation consulting firm known for our client focus and quality-driven culture. We specialize in valuing real estate, businesses, securities, and assets for a range of purposes including financial and tax reporting, transactions, financing, tax appeal and litigation support. Join us for an entrepreneurial, client-focused environment where your contributions are valued. About the role: As Manager – Real Estate Valuations, you will: • Lead and manage valuation engagements, ensuring high standards of quality, compliance with technical standards, timely project delivery, and profitability., • Serve as a primary liaison with clients, property contacts, and professional advisors (e.g., tax, audit, and legal teams), professionally representing M&S., • Work collaboratively with internal teams across real estate, financial valuation, and machinery & equipment appraisal groups for coordinated projects., • 7+ years of progressive experience in valuation within an independent valuation firm, investment bank, or accounting firm., • Bachelor’s degree in Accounting, Business, Finance, or Economics preferred., • Professional certification: MAI (Appraisal Institute) and New York State General Certified Appraiser License required., • Strong analytical, research, and financial modeling skills., • High proficiency in Microsoft Excel and Word., • Exceptional verbal and written communication skills., • Demonstrated commitment to delivering high-quality work and exceptional client service.

Job Description Job Title: Tax Manager – Founding Role | RIA Firm Location: Brooklyn, NY Type: Full-Time About Us Our client is a fast-growing, client-centric Registered Investment Advisor (RIA) firm providing comprehensive financial planning and investment management services to high-net-worth individuals, families, and business owners. As part of our commitment to delivering truly holistic wealth solutions, we are launching an in-house tax department — and we're looking for a highly motivated and experienced Tax Manager to lead the charge. Role Overview As our first Tax Manager, you will be responsible for creating, building, and overseeing the internal tax function from the ground up. This is a strategic leadership role designed for someone with an entrepreneurial mindset and deep technical expertise in tax planning and compliance, particularly for high-net-worth individuals and business entities. You’ll work in close partnership with our financial advisors to integrate tax strategy into the overall client experience. Key Responsibilities • Build the Tax Function: Design and implement internal tax systems, workflows, tools, and processes aligned with the firm’s advisory model., • Client Service & Tax Planning: Deliver proactive tax planning and compliance services to high-net-worth individuals, families, trusts, and small businesses., • Team Development: Hire, train, and lead a future team of tax professionals as the department scales., • Compliance Oversight: Manage and review the preparation of federal, state, and local tax returns (1040s, 1065s, 1120-Ss, 1041s, etc.), ensuring accurate and timely filings., • Collaboration: Partner closely with financial advisors and planners to integrate tax strategy into clients’ broader financial plans., • Technology & Tools: Evaluate and implement tax software and digital tools to streamline operations and reporting., • Risk Management: Maintain compliance with IRS and state tax regulations and stay ahead of changes in tax law., • Client Communication: Communicate complex tax strategies in a clear and approachable way to clients and internal stakeholders. Qualifications • CPA required; MST or EA a plus, • 7+ years of progressive tax experience, preferably in a public accounting firm or RIA/wealth management setting, • Strong knowledge of individual, trust, and small business taxation, • Demonstrated experience managing client relationships and delivering tax advisory services, • Proven ability to build systems and lead teams, • Excellent communication and interpersonal skills, • Entrepreneurial mindset with a passion for innovation and growth Why Join • Be a founder of a key department in a growing firm, • Partner with advisors and leaders who truly value integrated financial solutions, • Competitive compensation for the entrepreneur mindset, • Opportunity for equity participation

Job Description Job Summary We are seeking a dedicated and experienced Project Manager in the Renewable Energy sector. The ideal candidate will play a pivotal role in overseeing renewable energy projects from inception to completion, ensuring they align with organizational goals and regulatory requirements. This position requires strong leadership skills, financial acumen, and a comprehensive understanding of project management methodologies within the renewable energy landscape. Responsibilities • Lead and manage renewable energy projects, ensuring timely delivery within budget constraints., • Develop project plans, including scope, timelines, and resource allocation., • Conduct risk analysis and implement risk management strategies to mitigate potential issues., • Collaborate with cross-functional teams to drive business development initiatives and strategic planning., • Prepare and interpret financial reports related to project performance, including profit & loss statements and budget forecasts., • Ensure compliance with regulatory reporting standards, including IFRS and GAAP., • Oversee financial management aspects such as accounts payable/receivable, cash flow analysis, and balance sheet reconciliation., • Engage in corporate finance activities including investment management and treasury management., • Facilitate stakeholder communication through regular updates on project status and financial health., • Proficiency in IAS, IFRS, GAAP, ASC 606, and other relevant accounting standards., • Strong background in corporate accounting, non-profit accounting, governmental accounting, and technical accounting., • Expertise in financial concepts such as budgeting, forecasting, cost accounting, and fiscal management., • Demonstrated ability in financial report writing and interpretation with a focus on strategic financial planning., • Knowledge of risk analysis techniques and compliance management practices., • Excellent leadership skills with a proven track record of managing teams effectively., • Familiarity with financial software for general ledger accounting, account reconciliation, and bookkeeping tasks., • Strong analytical skills for conducting financial analysis and investment assessments., • Ability to manage costs effectively while ensuring quality project outcomes. This role offers an exciting opportunity to contribute to the growth of renewable energy initiatives while leveraging your financial expertise to drive successful project outcomes.

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

Job Description Salary: 145,000 - $160,000 Other Forms of Compensation: competitive yearly bonus Become part of Restaurant Associates, the industry’s leading provider of dining and event catering for some of the nation's most prestigious museums, performing arts centers and corporations! Voted Glassdoor's Employee Choice Awards- Best Places to Work, This is R/A ! Job Summary * The Senior Regional Controller is a results-oriented finance role that reports directly to the Divisional VP of Finance, working closely with RA’s Operations team to improve profitability and cash flow. DUTIES: • Act as financial advisor and business partner to the VP of Finance., • Manage and control the annual budgeting process and assist with the presentation to Divisional Management., • Coordinate the Forecast process and work with the operations team to produce action plans to rectify any performance issues., • Provide financial evaluation of new business and rebid proformas, working closely with the sales and operations team to ensure financial goals are achievable. Improve the quality of financial review through benchmarking and sensitivity analysis., • Negotiate where appropriate in client negotiations e.g., contractual discussions, AR disputes., • Oversee the monthly close process and work closely with the field accounting team to continually improve the close process., • Analyze and review of weekly and monthly results and work closely with the operational team in order to agree action plans to resolve financial issues., • Seek continuous improvement in account profitability through raising the financial awareness and financial competence of the operations team., • Focus on improving business cash-flow notably through:, • Effective management of Account Receivables, • Efficient utilization of capital investment, • Sound inventory management, • Ensure sound financial control throughout the region and work closely with the Internal Audit Department to ensure:, • ICR targets are delivered, • Audit report recommendations are implemented promptly, • Loss prevention disciplines are in place (cash handling, timely payment of invoices, inventory, etc…), • Recruit, coach and develop financial support staff., • Ensure that assets are set up properly with the accounting and capital assets department by making certain that all invoices are forwarded in a timely manner., • Provide client ad-hoc reporting as needed., • Review and analyze Compass reporting to proactively confront potential issues., • Attend divisional and regional meetings as needed. EDUCATION: • Must hold a four-(4) year accounting degree, • CPA and MBA are also preferable WORK EXPERIENCE: • Minimum of five (5) years in a Senior Financial role within a Service or Retail organization, • Demonstrate leadership qualities OTHER: Proficient in Microsoft Excel, PowerPoint and Word. Previous experience with SAP is preferable Apply to Restaurant Associates today! Restaurant Associates is a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Associates at Restaurant Associates are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave Restaurant Associates maintains a drug-free workplace. Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information. Req ID: 1449323 Restaurant Associates Jacinda Moore [[req_classification]]

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? The Strategic Finance Associate is responsible for maintaining the operating model, managing annual budget, pricing new business, developing materials, communications with Board, and digging into a wide-range of strategic / financial projects. They work on analyzing, summarizing and framing financial and operational metrics. What Will You Be Doing? More specifically the Strategic Finance Associate is responsible for: • Performing financial model maintenance and acting as lead in model refreshes to budget and quarterly re-forecasts., • Performing regular updates to financial model, which includes regular recalibration to forecasted assumptions to continually improve accuracy of the financial model forecast., • Participating in strategic planning sessions and cross-functional meetings to align financial objectives with broader business goals and initiatives., • Collaborating cross-functionally to inform model updates and accuracy., • Regular collaboration with various departments such as Sales, Marketing, R&D, People and Operations to update model assumptions and better understand current and future needs., • Updating model to reflect regular changes to the organization, including departmental reorgs., • Identifying trends in reported actuals to enable continuous re-calibration of financial models., • Iterating and refine financial model based on actual performance, changing market dynamics, and evolving business strategy., • Managing and investigating anomalies with reported actuals., • Ad-hoc analysis across a wide array of various strategic initiatives., • Assessing ROI (Return on Investment) on potential projects or concepts as needed to address emerging business challenges, capitalize on opportunities, or respond current / projected market environments. The Necessities • Bachelor's Degree, or the foreign equivalent, in Finance, Accounting, Economics, or closely related., • 2 years experience in the job offered, or closely related,, • 2 years experience with the following, which may have been gained concurrently:, • Developing financial budget and forecasts, including cash flow and balance sheet projections., • Advanced modelling techniques including sensitivity analysis, and scenario planning., • Developing financial and forecasting models using Excel., • U.S. GAAP principles, including accrual basis accounting, and revenue recognition The expected base salary range for this position is $100K - $115K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Job Description The Atlantic Group has partnered with a private equity firm in the Manhattan area. They have an immediate need for a Loan Operations Analyst to join their team. This position is a full-time contract role with the opportunity to become permanent based on performance. Position: Loan Operations Analyst/Closer Schedule: 9–6pm, M–F | Hybrid (Mon & Fri WFH) Responsibilities: -Manage loan settlements and transfers (ClearPar & paper docs), including wires and transaction details. -Reconcile and track activity for 85+ loans across portfolios; coordinate with administrators, custodians, and agents. -Maintain loan schedules (balances, costs, amortization, unfunded commitments). -Support leverage reporting, compliance, and quarterly portfolio releases. -Update cash flow and IRR data, prepare loan/custodian fees, and assist with audits. -Handle ad hoc reporting on holdings and investment activity. Qualifications: -Bachelor’s degree in accounting -2+ years of experience in Loan Operations -Bank loan experience -Security Master system experience ID: 40684

Job Description DEBT CAPITAL MARKETS ANALYST NYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated Debt Capital Markets Analyst, at a prominent NYC Private Equity - Investment Manager. An exciting opportunity for this fast-growing and dynamic investment organization that is experiencing exceptional growth! The successful candidate will bring a strong background in Debt Capital Markets, a keen analytical mindset, and a proven track record of providing actionable insights to support business growth. They are seeking a dynamic and experienced professional to join their investment team as a Debt Capital Markets Analyst In this critical role, you will be responsible for supporting the debt capital markets process for the fund's investment strategies– including negotiating and executing financing transactions in the secured and unsecured debt capital markets vis-a-vis revolving credit facilities, term loans, private placements, and issuances within the public capital markets. The successful candidate will bring a background in Structured Finance, Debt Capital Markets, or Leverage Finance and a thorough understanding of financial statements, financial modeling, and general financial calculations. This position requires an ability to work independently in a fast-paced, dynamic environment where attention to detail, analytical skills and strong communication skills are essential. This individual will be a significant contributor in enabling their vision and helping the organization to grow and improve their businesses. To be successful in this role you must be highly detail oriented and organized, able to meet assigned deadlines and have first class communication and interpersonal skills. Key Responsibilities: • Supporting the debt capital markets process for the fund's investment strategies– including negotiating and executing financing transactions in the secured and unsecured debt capital markets vis-a-vis revolving credit facilities, term loans, private placements, and issuances within the public capital markets., • Financial modeling and cashflow analysis for real asset portfolios., • Day-to-day monitoring of the firm's debt portfolio, including covenant tracking, hedging positions, lender exposure, reporting needs, etc. across all asset verticals., • Coordinating closely with the asset and investment teams on execution processes for new investments., • Identifying and executing on future financing needs to help create the most efficient financing platform possible., • Managing third party advisors, including lending relationships, servicing partners, rating agencies, accountants, etc., • Preparing internal materials, including Investment Memorandums and transaction analyses for presentations to Investment Committee and other stakeholders., • Curating interest rate hedging products with the risk management team, • Hybrid Work Schedule The ideal candidate would have a background including: • Minimum of 3 year of investment banking, investment firm or fund experience is required.·, • Structured Finance, Debt Capital Markets, or Leverage Finance experience is preferred., • Familiarity with transportation and infrastructure assets or general leasing is preferred., • A thorough understanding of the financial statements, financial modeling, and general financial calculations is required., • Strong proficiency in Microsoft Office, including Excel and PowerPoint skills is required., • Demonstrated ability to manage junior team members, lead workstreams, and proactively drive processes., • Highly organized, proactive, and able to grasp and adapt to complex concepts., • Excellent analytical, written, and verbal communication skills., • Extremely detail oriented and organized in approach., • Proactive in seeking out ways to add additional value beyond the core responsibilities of the role., • Excellent interpersonal skills and demonstrated ability to work effectively as part of a team., • Ability to manage a process from start to finish with true ownership in areas that might be new to both the individual and even the firm., • Ability to multi-task and prioritize in a fast-paced environment., • Tenacious and persistent with a willingness to go the extra mile to support the team and Firm. Education: If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at or directly contact us at (212) 792-0099 About the Client: The firm is a leading investment manager and private equity firm specializing in the acquisition of transportation equipment and asset operating platforms in the infrastructure sector. Founded in 2014, the firm targets real asset investment opportunities that are cash yielding with downside protection, and benefit from a team with deep, longstanding relationships and financial and operating expertise. Today, the firm manages over $9bn+ of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in NYC, Chicago, and St. Louis. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of financial markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior partners in a highly collaborative and charged investment environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment, • Able to digest complexity while maintaining an understanding of the “big picture” of business needs, • Team players who are energized by a collaborative enterprise The firm's employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients. SALARY RANGE: The estimated salary range is $125,000 - $145,000 plus employees may also be eligible for annual discretionary incentive compensation. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, location, and applicable laws.

Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client's other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently. RESPONSIBILITIES: • Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns., • Build and maintain strong relationships with high-net-worth clients and their families., • Understand clients' financial goals, objectives, and family dynamics., • Provide expert advice on trust and estate planning strategies tailored to individual client needs., • Provide guidance, training, and support to team members., • Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family's goals., • Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives., • Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents., • Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes., • Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors., • Stay updated on changes in tax laws and advise clients on tax-efficient strategies., • Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients., • Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs. Education: • Bachelor's degree in law, accounting, finance, or related field., • 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients., • Strong knowledge of trust and estate laws, tax laws, and regulations., • Excellent leadership and team management skills., • Exceptional communication and interpersonal skills for building and maintaining client relationships., • Detail-oriented with a high level of accuracy in work., • Ability to analyze complex financial situations and develop customized solutions. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Accounting Manager – Public Fund Accounting (Temp-to-Perm) Miami, FL or New York, NY (Hybrid: Mon–Thurs in office, Fri remote) A leading alternative asset manager with $7BN AUM is seeking an Accounting Manager to join its Finance team on a temp-to-perm basis. This individual will work closely with the CFO and Managing Director of Public Fund Accounting to oversee and manage the third-party fund administrator for a publicly traded BDC. The role offers high visibility, exposure to senior leadership, and the opportunity to contribute directly to the financial reporting and compliance of a complex, publicly traded investment platform. Key Responsibilities * Oversee and monitor the third-party fund administrator to ensure accurate accounting and financial reporting. * Prepare management and incentive fee calculations, expenses, and accruals for the fund. * Prepare quarterly 10-Q and annual 10-K filings in accordance with GAAP and manage the annual audit. * Prepare and submit SEC filings, including 8-Ks, Form 4s, and proxy statements. * Ensure quarterly reporting complies with SOX controls; manage annual SOX audit. * Prepare fund analysis and quarterly board reporting, including compliance monitoring. * Partner with the Liability Management team to manage liquidity and borrowing base compliance. Qualifications * Bachelor’s degree in Accounting required; CPA preferred. * 8–12+ years of experience in financial services accounting, ideally with BDC or other publicly traded funds, REITs, broker-dealers, or financial institutions subject to SEC filings. * Experience preparing and filing 10-Q, 10-K, and related SEC documents. * Prior experience managing or overseeing a third-party fund administrator strongly preferred. * Strong analytical, organizational, and problem-solving skills. * Excellent communication skills and ability to work hands-on in a fast-paced environment. * Demonstrated integrity, accountability, and a “no task too big or small” mentality. Company DescriptionAtlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information technology, human resources, and office / accounting support professionals. Our clients range from Fortune 500 to start-ups and we service all industries ranging from Financial Services to Media & Entertainment. We were founded on the principle of relationships; our firm has been built on partnering with candidates and clients with a focus on their long-term interests. We provide Technology professionals like yourself on a permanent basis for our clients across all industries. Specialties include: Software Engineers, Web Developers, iOS/Android Engineers, Data Analysts, Business Intelligence, Data Engineers, Data Scientists, Help Desk/Desktop Support, Systems Administrators/Engineers, Network Administrators/Engineers, Cloud/DevOps Engineers, Application Support, Business Analysts, Project Managers, IT Managers, CTOs, etc.Atlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information technology, human resources, and office / accounting support professionals. Our clients range from Fortune 500 to start-ups and we service all industries ranging from Financial Services to Media & Entertainment. We were founded on the principle of relationships; our firm has been built on partnering with candidates and clients with a focus on their long-term interests. We provide Technology professionals like yourself on a permanent basis for our clients across all industries. Specialties include: Software Engineers, Web Developers, iOS/Android Engineers, Data Analysts, Business Intelligence, Data Engineers, Data Scientists, Help Desk/Desktop Support, Systems Administrators/Engineers, Network Administrators/Engineers, Cloud/DevOps Engineers, Application Support, Business Analysts, Project Managers, IT Managers, CTOs, etc.

Job DescriptionCompany Information Waterfall Asset Management, LLC is an SEC-registered alternative investment manager focused on specialty finance opportunities within asset-backed credit, whole loans, real assets, and private equity. Waterfall was founded in 2005 by Tom Capasse and Jack Ross, two individuals who were early leaders of the ABS industry, and who together have over 60 years of proven ABS/Loan credit analysis, trading, banking, and servicing experience. Waterfall seeks to provide its client a compelling risk/return profile which is generally uncorrelated to most traditional investment opportunities. Waterfall is headquartered in New York, with additional offices in London, and Dublin. As of June 1, 2025, Waterfall approximately $13.1 billion in assets under management. Specific job responsibilities include: • The primary responsibility is to perform monthly independent price verification (“IPV”) Waterfall’s various funds and accounts with a focus on Commercial Real Estate (WL Debt, Equity and Bond formats) held by Waterfall’s various funds and accounts., • Monitor investment performance and sector trends to inform significant valuation assumptions, • Partner with Portfolio Management teams to produce ad hoc reporting and analytical deliverables, • Utilize applications such as Intex, Argus, and Bloomberg to value a variety of alt credit products, • Build excel-based cashflow models for bespoke investments, • Assist in preparation of monthly presentations detailing investment and sector-level performance that will be presented to senior management and LP’s, • Build and maintain relationships with core constituencies including Front Office, Accounting, Business Development, and Operations, • Bachelor’s Degree in Finance, Economics, Accounting, or similar field (CFA and/or CPA a plus), • 1-5 years of experience in valuations, transaction services, consulting, or other relevant analytical roles, • Experience in the valuation or modeling of Commercial Real Estate assets (Loans, Equity, CMBS, CRE CLO, Agency Multifamily), • Proficiency in Excel, VBA, and Argus, • Strong interpersonal skills to confidently and competently handle interactions with deal professionals, • Experience with business intelligence platforms such as Databricks, Qlik, Tableau, Power BI a plus, • Experience with data science languages such as Python or R a plus 7ghx8yKVpC