Investment accounting jobs in North Bergen, New Jersey - Page 6Create job alerts

Job Description About the Company: Founded in 1983, AKAM provides unparalleled knowledge, industry-leading technology, cost-saving initiatives, and the best customer service in the industry to every condominium, cooperative, homeowners association, and investment property we service. From comprehensive financial oversight to operations management, compliance administration, and violation removal, we maximize operational efficiency and value for our clients. Our core values include Innovation, Collaboration, Elevation, Accountability & Hospitality. What we offer: AKAM is proud to be Great Place to Work-Certified™. Learn more about our company by visiting akam.com. Our benefits include several healthcare, dental and vision options, a retirement program, paid time off plans, 11 paid holidays per year, educational reimbursement, transportation discount purchase programs, service, and performance awards – in addition various social and recreational activities. Position Overview: We are seeking an experienced and detail-oriented Sr. Management Executive to oversee a group of condominium and cooperative buildings throughout New York City. This individual will serve as the primary liaison between building boards, residents, vendors, and internal staff, ensuring smooth daily operations, financial oversight, and long-term asset preservation. Key Responsibilities: * Manage the daily operations of a portfolio of condo and co-op buildings. * Serve as the main point of contact for board members, residents, and vendors. * Coordinate and attend board meetings, annual meetings, and special meetings; prepare agendas, reports, and minutes. * Oversee building staff performance and staffing needs; ensure compliance with union rules (if applicable). * Collaborate with accounting teams on budgets, monthly financial statements, arrears, and assessments. * Develop and monitor annual operating and capital budgets; ensure fiscal responsibility. * Coordinate repairs, maintenance, and capital improvement projects, including vendor bidding and contract management. * Ensure compliance with NYC regulations, building codes, and Local Law requirements (e.g., LL97, LL11). * Respond promptly to resident inquiries, complaints, and emergency situations. * Maintain accurate records and documentation for each property in the portfolio. Qualifications: * Minimum 3–5 years of experience managing condominiums and/or cooperative buildings in NYC. * Strong knowledge of NYC building regulations, DOB filings, HPD requirements, and co-op/condo governance. * Excellent communication, organizational, and negotiation skills. * Ability to handle multiple properties and priorities in a fast-paced environment. * Proficiency in property management software (e.g., Yardi, BuildingLink, MRI) a plus. * Availability to attend evening board meetings as needed. AKAM Living Services, Inc., is committed to maintaining a diverse workforce and an inclusive work environment. AKAM is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. All qualified applicants are encouraged to apply and will be considered for employment without regard for any characteristic protected by applicable law.

Job Description Our client, a global infrastructure organization focused on the investment, development, management, and advisory of large-scale public and private assets, is looking for a Senior Accountant. This person will be responsible for supporting the finance team by effectively managing day-to-day accounting and month-end close activities, as well as providing corporate and network stakeholders with timely, accurate, and meaningful financial reporting and analysis Key Responsibilities * Prepare and review accounting transactions for the corporate office and select project entities. * Oversee monthly financial statements, reconciliations, and supporting documentation. * Coordinate with reporting and FP&A teams to deliver accurate management reports. * Provide oversight, guidance, and training to junior accounting staff. * Partner with operational leaders to address accounting and reporting inquiries. * Serve as the primary contact for external auditors and manage site audits independently. * Deliver analytical insights and recommendations to support strategic decision-making. * Perform other duties aligned with the role's level and responsibilities. Qualifications * Bachelor's degree in Accounting, Finance, or a related field. * Strong understanding of U.S. GAAP and financial reporting standards. * 5+ years of progressive accounting experience, ideally within industry settings focused on complex capital projects or infrastructure. * Experience in public accounting preferred. * Active CPA credential (or in progress).

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role We are hiring an experienced Sales Engineer to partner with Sales Directors in driving new customer acquisition across enterprise and strategic accounts. As an Arch Sales Engineer, you will act as an expert on the Arch platform, clearly articulating how and why our clients are leveraging Arch to transform their private investment operations. You'll also work across all client types (from banks and family offices to advisors and accounting firms) and play a pivotal role in helping prospects deeply understand our product, tailoring solutions to their needs, and ensuring a smooth, confident buying process. This role is ideal for someone with a strong technical and product mindset who wants to help solve meaningful, complex problems in private investing. At Arch you will: * Act as a subject matter expert on the Arch platform - its features, data model, integrations, and real-world use cases * Partner with Sales Directors to lead discovery sessions, deeply understanding each prospect’s workflows, pain points, and goals * Deliver tailored, compelling product demonstrations that clearly show how Arch delivers value for all client segments * Confidently explain why clients choose Arch, sharing insights and best practices to build trust and credibility * Own and manage the technical aspects of the sales process, including integrations, security, data migration, and product fit * Collaborate cross-functionally with Product, Engineering, Operations, and Partnerships teams to ensure client needs are understood and addressed * Provide clear, structured feedback from client interactions to help shape Arch’s product roadmap * Help create and maintain demo environments, and technical documentation to support the sales process Reach out to us if you: * Have 5-7 years of experience in Sales Engineering, Solutions Consulting, Pre-Sales, or similar technical client-facing roles, ideally in SaaS (experience in a growth-stage startup is a plus) * Bring strong product experience, you love mastering the details of a product, understanding client use cases, and helping users succeed * Excel at explaining complex technical concepts to non-technical audiences in a consultative, problem-solving manner * Have experience working with and selling to enterprise or strategic accounts, ideally including financial institutions or professional services firms * Are energized by solving meaningful customer problems with creativity and persistence * Are proactive and comfortable navigating ambiguity in a fast-growing environment * Care deeply about building trusted, long-term relationships with clients Bonus points if you: * Have previous experience in wealth management, a family office, fund management, accounting, or a related financial field * Possess a deep understanding of Alternative Investments industry trends, products, and services * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Have experience working with APIs, data integrations, or financial reporting systems 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: $150K - $210K

Job Description Accountant Our client, a leading non-profit, american international academy is seeking an Accountant to join their team in New York City. $75,000 ‒ $80,000 Annually Position Summary The Accountant plays a key role in the financial operations of the New York office and supports a variety of accounting and administrative functions across both U.S. and international offices. This role ensures accurate financial reporting, supports compliance with nonprofit audit requirements, and contributes to the overall financial integrity of the organization. Candidates should have strong nonprofit accounting experience, including familiarity with audits and donor-related financial tracking. Experience with accounting systems such as Sage Intacct or Blackbaud Financial Edge is strongly preferred. Reports To: * Assistant Controller (New York) * With additional direction from the Director Finance and Chief Financial and Administrative Officer (CFAO) * Collaborates with Finance staff in Rome and Development staff in New York Key Responsibilities: * Accounting & Financial Reporting * Prepare journal entries and monthly closing entries; upload Rome ledger for consolidated reporting * Perform account reconciliations (monthly and year-end), including balance sheet accounts * Assist with preparation for annual audit and 990 filings, including documentation and audit schedules * Maintain organized accounting records in accordance with retention policies * Accounts Payable & Receivable * Process vendor invoices, ACH/wire payments, and maintain vendor records (W-9s/W-8s) * Enter recurring payments (e.g., fellowships) and manage invoice coding accuracy * Monitor and reconcile accounts receivable and donor contributions in coordination with the Development Department * Reconcile general ledger with subledgers; handle credit card transactions and year-end 1099/1042 reporting * Cash Management & Banking * Manage daily cash position and check deposits * Reconcile and maintain investment account records * Administer corporate credit cards (issuance, reconciliations, and reporting) * Administrative Support * Assist with HR, payroll support, and occasional events * Respond to inquiries and provide administrative backup as needed Qualifications * Bachelor’s degree in Accounting or Finance * Minimum 3–5 years of relevant experience, preferably in a nonprofit setting * Solid understanding of nonprofit financial regulations and audit processes * Proficiency in accounting software such as Blackbaud Financial Edge, Raiser's Edge, or Sage Intacct (preferred) * Advanced Excel skills; proficiency with Microsoft Office Suite * Exceptional attention to detail, organizational, and analytical skills * Ability to work independently and collaboratively across departments and international offices * Strong communication skills and discretion when handling confidential information * Experience working in a fast-paced, mission-driven environment BENEFITS * Health Coverage: Medical, dental, and vision insurance * Life and Disability Insurance: Employer-paid life insurance, as well as long-term and short-term disability coverage * Flexible Spending Accounts (FSA): Pre-tax options for healthcare and dependent care expenses * Telemedicine Services: Convenient access to virtual care * Retirement Plan: A 403(b) retirement plan with generous employer match * Paid Time Off: Generous paid time off, including vacation, holidays, and sick leave * Additional Voluntary Benefits: A variety of optional benefits to meet individual needs * Attendance: We value a healthy work-life balance and currently offer a work schedule of four days in-office and one day of remote work.

Job Description Overview: We are looking for an FP&A Manager to help build and support our financial planning and analysis function. You’ll work closely with project and department leads across retail, B2B distribution, import, and manufacturing, turning data into actionable insights and supporting strategic decision-making. Key Responsibilities: • Develop budgets, rolling forecasts, and long-term financial plans for multiple business units., • Create and maintain pro forma financial models for new investments, product launches, store openings, and strategic initiatives., • Conduct scenario and sensitivity analyses to guide business decisions under varying market and operational conditions., • Monitor financial performance across retail, B2B distribution, import, and manufacturing channels., • Track profitability by product, channel, and customer segment, providing actionable recommendations to improve margins and operational efficiency., • Partner with business units to ensure accurate and consistent financial reporting and alignment across the organization., • Support project finance activities, including capital planning, cash flow forecasting, and investment analysis., • Assist in the implementation and improvement of FP&A tools, dashboards, and reporting automation processes., • Collaborate with corporate controllers and accounting teams to ensure data integrity and compliance with financial standards., • Provide insights and recommendations to support strategic planning and business growth initiatives., • Act as a finance business partner, translating financial data into clear insights for non-financial stakeholders., • Participate in mergers, acquisitions, and requisitions as part of the finance business partnering role., • Minimum 6 years of FP&A or finance experience in retail, distribution, or multi-project environments., • Strong skills in financial modeling, budgeting, forecasting, and scenario analysis., • Experience working in dynamic environments with multiple concurrent projects., • Proficiency in Excel; experience with ERP systems and BI tools (Power BI, Tableau) is a plus., • Analytical mindset with strong organizational and communication skills., • Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA, CPA, CFA preferred)., • GFA certification is a plus., • Experience in FMCG, manufacturing, construction, and retail is a plus.

Job DescriptionJoin our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. Our Business Advisory Services focuses on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at more information. WHO WE NEED: Arootah is searching for experienced Portfolio Managers to consult to our highly prestigious client base. As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in the role of a Portfolio Manager, you have specific, hands-on experiencing building, managing, and overseeing a portfolio of investments for a leading Hedge Fund or Family Office. What You'll Do • All aspects of the day-to-day management and oversight of investment portfolios, including portfolio optimization, investment selection, cash management and risk management., • Develop, recommend, and direct the execution of investment programs designed to achieve investment objectives for accounts or family relationships., • Review and analyze investment portfolios to develop the appropriate asset allocation and select underlying investment strategies., • Analyze, research, propose and implement financial solutions. Maintain a current awareness of new investment strategies and instruments through regular contact with the investment research team and other industry professionals, as well as through personal research., • Perform diligent & deep dive fundamental research on universe of investments., • Collect, organize, and synthesize both qualitative and quantitative data necessary to make decisions on individual investment opportunities., • Prepare and maintain data on current and prospective investments., • Provide in-depth analysis on a regular basis on individual investment and portfolio analytics and overall performance., • Build reporting and analysis for internal and external stakeholders., • Problem solve to streamline and automate inefficient processes including security selection, position weighting, buy/sell and add/trim recommendations., • Identify gaps or key areas of improvement, any potential risks, mitigations, and value-add suggestions., • Provide in-depth analysis on a periodic basis on individual fund analytics and overall portfolio performance., • Ensure the completion of all training curriculum, compliance reporting and investment trade processing is handled timely, with sense of care and accuracy on your assigned accounts., • Determine acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions., • Evaluate the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures., • Provide advice and guidance to Arootah clients who seek help with their portfolio/investment management needs. This will involve consulting to some of the leading Hedge Funds and Family Offices in the world and sharing your experience as a Portfolio Manager in helping clients to:, • Develop realistic and effective monthly action plans. Identify internal and contextual roadblocks. Break apart goals into actionable steps., • Devise a plan of action for each goal. Provide the client with resources associated with implementing their action plan. Implement policies, procedures, and control measures., • Review, analyze and report on client tools and resources to ensure industry best practices., • Evaluate each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices., • Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.). Qualifications, • Minimum of Bachelor’s Degree in Accounting, Finance, or Business Administration, or in a related field. CFA designation. MBA, Advanced Degree in Accounting, Financial, Mathematical or Quantitative Analysis is a plus., • CFP or any industry designations a plus., • Minimum 10+ years specific portfolio management experience in which consistent long term investment performance has met objectives., • 5+ years experience as an analyst and/or extensive industry experience preferred including a deep knowledge of trading., • Understand a wide variety of investing styles across public and private markets and the principles of asset allocation and portfolio construction., • Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments., • Solid knowledge of asset allocation, portfolio construction, and portfolio risk management., • Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, etc.)., • Excellent written and verbal communication skills. Outstanding analytical skills, detail-oriented, proactive, and self-motivated. Collaborative, diplomatic, and can cross-functionally partner with different internal stakeholders., • Experience in/comfort with a role with a degree of ambiguity, requiring creative analysis and action., • Proven ability to work independently, prioritize work, and achieve results., • Ability to quickly build rapport and work with a team. Job Status, • Contractor

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description This position will be at the forefront of driving growth and nurturing relationships with existing prospects. You’ll lead strategic initiatives, forge meaningful connections, and position IQEQ as a trusted partner in our clients' success stories. This role offers the perfect blend of leadership, strategy, and hands-on execution, ideal for a visionary who thrives in a fast-paced environment. What you’ll do • You'll cultivate relationships at the executive and operational levels with prospects, becoming an expert on their organizational structure and strategic goals; and develop a clear understanding of the political and business landscape of prospects to ensure optimal engagement, • You'll act as the primary point of contact for prospect relationships, continuously broadening engagement across C-suite and other key decision-makers, while ensuring alignment with the prospect’s strategic goals, offering tailored solutions and positioning IQEQ as integral to their business model, • You'll stay ahead of industry trends and competitors to adapt strategies that ensure long-term client retention and growth, and provide feedback to internal teams on product functionality and market trends to drive continuous innovation, • You'll lead the creation of a prospect-specific value proposition that differentiates IQEQ in a competitive marketplace, and collaborate with senior leadership and cross-functional teams to deliver bespoke solutions that meet client needs, and leverage IQEQ's global network to create a holistic and comprehensive strategy for client engagement, • You'll lead cross-functional teams in the preparation of proposals and presentations that showcase IQEQ's capabilities and expertise, • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance, • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility), • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans, • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment, • The salary for this position will be dependent on experience and location ($180,000-$200,000)Qualifications, • You have a Bachelor’s degree in business, finance, economics, applied mathematics, or a related field, • A proven track record (10+ years) of success in business development, client relationship management, or similar roles in financial services, private equity, or asset management, • Demonstrated ability to drive strategic initiatives and close high-value deals, with a deep understanding of competitive landscapes, • Exceptional leadership skills with the ability to influence and collaborate across all organizational levels, • Strong financial acumen, including experience with P&L management, budgeting, and financial modeling, • Excellent communication and presentation skills, with the ability to create compelling narratives and pitch complex solutions to clients, • Comfort working in fast-paced, data-driven environments, with a strong focus on results and innovation Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job Description Pharmaceutical Sales Representative Opportunity with Galt Phranchisee, Corona Rx Consulting, Inc., for the Queens (Elmhurst, NY) Territory Candidates acknowledge that this is an opportunity to be employed or contracted with Galt Phranchisee, Corona Rx Consulting, Inc., who is licensed to promote and market Galt Pharmaceutical's products in the Queens (Elmhurst, NY) territory. Candidates also consent to forwarding their resume and contact information to the phranchisee to be considered for this position. The role of the Pharmaceutical Sales Representative is to develop and manage accounts within the territory through provider offices and retail distribution, while effectively managing expenses. The Pharmaceutical Sales Representative position 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., • Represents Galt Pharmaceuticals through a demonstrated understanding of Galt's Vision and Principles., • Understands the social/political culture of communities within the franchised territory., • Performs data analysis to evaluate targeting, trends and prospecting., • Uses tools such as CRM, sales and prescription data to measure performance and activities., • Approaches territory management through people centricity rather than by targeting competitive products., • Represents Galt Pharmaceuticals within the territory as "A Better Way" to deliver pharmaceutical care, one patient at a time., • Prepares for and adapts to changes in the business, territory and market that results in continued growth of accounts., • Makes sound financial decisions saving on time and expenses., • When required, work with accounting and compliance departments to assist with collecting any payments, and required documentation for pharmacy accounts., • Implements 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., • Outstanding interpersonal, improvisational and solutioning skills., • Strong metacommunication skills, active listening and oral presentation., • Command of complex medical and pharmaceutical terminology., • Proficiency in the use of iPads, computers, and mobile devices., • Intermediate computer skills required (iOS, Windows, Word, and Excel)., • Self-motivated and the ability to work independently without supervision., • Ability to manage multiple tasks and priorities simultaneously., • Demonstrates integrity, high ethical and professional standards in all interactions., • 1-2 years of B2B, DME, or healthcare sales experience preferred., • Must be pursuing a Bachelor's Degree in Life Sciences or Business-related area preferred., • Must pass Sales and Clinical/Compliance Training.

Job DescriptionSalary: 60,000 - 75,000 The Investment Services Associate is a key member of the Portfolio Management and Investments Operations teams supporting areas including trade processes, data management, client reporting, portfolio management functions and oversight of Investment Policy violations. This position requires strong analytical skills, attention to detail, a positive professional attitude, and ability to work in a team environment. Core Responsibilities • Re-balancing client portfolios using ENV2 Envestnets trading platform., • Reviewing trade settlements and daily reconciliation of ENV2 Trades., • Trading incoming accounts based on buy, sell, hold (BSH) analysis., • Executing ad-hoc trades based on client needs., • Conducting tax loss harvesting, brokerage, and 529 trades., • Maintaining model portfolios and account cash balances., • Updating Statements of Investment Selection (SIS's), share class upgrades, and fund swaps., • Tracking automated clearing house (ACHs) and systematic reinvestments (SRS)., • Keeping appropriate notes of trade activity and handling other assigned administrative duties., • Interfacing with research departments, investment operations, and financial advisors., • Assisting the research department and investment operations when the market is closed., • Executing strategic asset allocation and/or investment changes., • Staying up to date on accounting and financial., • Providing administrative coordination with trading, operations, client service., • Overseeing Investment Policy Violations and keeping portfolios within allowable variance., • Processing trade corrections for both brokerage and advisory, if necessary. Qualifications • Bachelor's degree or equivalent., • Strong interpersonal skills and a self-motivated., • 1-3 years working experience., • Series 7 (or obtained within 60-days)., • Proficient in Microsoft Suite Programs (Excel, Word, Outlook, PowerPoint). Preferred • Progress towards a financial services designation such as CFA, CAIA, CIMA, or CFP.

Job Description BizTek People is in search for an experienced Financial Analyst (Consultant) in NYC! Location: New York City (Hybrid – Alternate weeks Thurs–Fri) Pay Rate: $72-$82 / hour (depending on experience) Benefits: Health, Dental, Vision, and 401k Duration: 6 months with potential for extension Role Overview: The Finance Analyst (Consultant) will partner with the FP&A team during the rollout of a new reference data tool to support our clients standard business hierarchy set up. Responsibilities: • Collaborate with FP&A, IT, and corporate teams to ensure hierarchy accuracy and consistency., • Maintain the business hierarchy in Excel and support ERP integrations (OneStream, Workday)., • Reconcile financial data across systems and document critical workflows., • Provide user training and uphold governance and reporting standards. Qualifications: • REQUIRED: 5+ years in financial services or investment banking., • REQUIRED: Experience with ERP/EPM tools (Hyperion, OneStream, Workday)., • Solid understanding of organizational hierarchies and income statement structures., • Knowledge of GL concepts (profit/cost centers, revenue, expenses)., • Bachelor’s degree in Finance, Accounting, or related field. Keywords: Finance Business Analyst, FP&A, financial analysis, financial planning, business hierarchy, reference data management, data governance, data accuracy, data integration, data reconciliation, data management, ERP, EPM, financial systems, financial reporting, Hyperion, OneStream, Workday, SAP, Oracle Cloud, hierarchy management, metadata management, finance transformation, business process improvement, system implementation, system integration, variance analysis, corporate finance, investment banking, financial services, finance operations, financial consolidation, profitability analysis, Excel, PowerPoint

Job DescriptionSalary: $100,000 - $130,000 per year Company Overview: TrueAero is a global aviation solutions provider specializing in aircraft and engine leasing, asset management, material solutions, and technical services, with a focus on mid-to end-of-life assets. We serve a diverse range of commercial clients, including airlines, MROs, leasing companies and financial institutions, by delivering innovative, cost-effective strategies across the aircraft and engine lifecycle. With a growing global footprint and a proven track record in asset lifecycle management, TrueAero is a trusted partner in aviation leasing, asset management, and aftermarket services. Our commitment to operational excellence and customized solutions ensures maximum value recovery and sustained support for complex fleet strategies. Job Title:Manager, Asset Valuation and Modeling Location:Remote Located in New York Job Summary: TrueAero is seeking a highly analytical and motivated professional to join our Asset Valuation & Modeling team as a Manager. This individual will play a key role in supporting the firms investment and capital allocation processes through the development of robust financial models and analytical tools. The Manager will work closely with other team members across the organization to evaluate leasing and teardown transactions for aircraft and engines across a range of structures. This includes developing financial models, conducting investment research and making recommendations to the executive team, as well as the continuous evaluation of portfolio performance for use in external and internal reporting. This role offers an opportunity to contribute directly to a fast-growing platform and to gain broad exposure across investment, technical, and commercial functions. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced environment while maintaining a collaborative and positive attitude. Primary Duties & Responsibilities • Develop and maintain detailed financial models for aircraft leasing, engine, and teardown investments to support company-wide investment decisions., • Analyze portfolio performance and support optimization strategies through financial and credit analysis., • Enhance and rebuild components of existing valuation models, while contributing to the design of new, industry-leading analytical tools., • Prepare and oversee budgets and financial forecasts at the asset, portfolio, and company levels., • Support and mentor junior analysts, fostering a culture of collaboration and continuous improvement., • Partner closely with Commercial and Technical teams to ensure analytical alignment with business objectives., • Monitor market trends and competitor activity, producing timely reports and insights for internal stakeholders., • Prepare and present investment analyses and recommendations to the executive team and Investment Committee(s) in a clear, concise manner., • Undertake ad-hoc projects and strategic analyses as needed Required Education, Skills, and Experience: • Undergraduate degree in Aviation, Finance, Economics, Accounting, Business, or another highly analytical field (Engineering, Math, Computer Science). Masters degree a plus, • 45+ years of experience in aircraft leasing or related sectors (e.g., aviation consulting, asset valuation, investment banking, or transaction advisory), • Extensive financial modeling proficiency, with advanced Excel skills and a deep understanding of valuation methodologies, • Experience managing or supervising analysts on projects or within a team setting., • Strong analytical and quantitative abilities, with exceptional attention to detail and understanding of key financial concepts, • Excellent communication skills, capable of synthesizing complex analyses into clear, actionable insights, • Ability to work independently and collaboratively across multi-disciplinary, geographically dispersed teams, • Outstanding organizational and time-management skills; ability to manage multiple projects and meet deadlines, • Self-starter with high energy, intellectual curiosity, and a commitment to continuous improvement Knowledge, Behavior, and Abilities: • Strong communication, consultation, and relationship management skills, able to build a rapport with our clients and present information clearly and persuasively., • Detail-oriented with the ability to multitask in a fast-paced work environment., • Self-motivated and eager to contribute to a high-performing team., • Strategic thinker and problem solver, with the ability to analyze complex situations, identify opportunities, and develop effective solutions., • Excellent time management with the ability to meet deadlines. Benefits: • Medical, Dental, and Vision Insurance, • 401K Plan with Company Match and Immediate Vesting, • Discretionary Bonus, • Flexible Working Environment, • Paid Time Off Program, • Rapid Career Development, • Consistent Collaboration with Executive Management TrueAero is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, religion, creed, age, disability (mental and physical), sex, gender identity, sexual orientation, gender expression, medical condition, genetic information, marital, military, and veteran status.

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

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

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

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

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

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Private Equity & Hedge Fund Accounting Teams. Our primary goal is to provide exceptional customer service, accounting and administration services to our hedge and private equity fund customers.

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

TRANZACT is looking for a Director of Finance to join its Finance Team based in Fort Lee, NJ. This individual will fulfill a key strategic and financial role, working on FP&A, corporate strategy, investor relations, and corporate development activities. This person will conduct high-impact analyses of company performance, including identifying historical trends and future opportunities and will leverage financial and operational data to provide critical insights, explain business results, and drive profitability and growth. The Director of Finance will work daily with senior leaders to provide industry knowledge and streamline financial forecasts and modeling. This leadership role has significant growth opportunity and should expect to take on increasing responsibility over the financial analytics function. It will report to the SVP of Finance and be directly involved in all facets of the company’s daily operations and decision-making. The specific responsibilities of the Director of Finance include: • Drive day-to-day activities of internal finance function to maximize effectiveness of operational initiatives; Manage and mentor supporting team of financial analysts, • Contribute to decision-making regarding revenue growth and cost management to influence the strategic direction of the business, • Analyze daily performance to identify insights and underlying causes; Improve financial and KPI tracking, reporting, and forecasting, • Build and maintain financial models to ensure operational decisions are aligned with profitability goals and to identify opportunities for investment and growth, • Analyze financial statements to determine trends, future projections, and significant drivers of results, • Prepare budgets and monthly forecasts, • Support accounting close and collaborate with accounting team to streamline and automate reporting, • Work on special projects and ad hoc analysis as determined by senior leadership, including M&A, Board presentations, and corporate strategy initiatives, • Communicate conclusions and information needs to key stakeholders Qualifications Include: • Bachelor’s degree in finance or economics preferred, MBA a plus, • 4-6+ years of full-time experience in applicable function(s), including investment banking, consulting, corporate development/strategy, or financial planning and analysis, • Advanced experience with Excel, • Advanced experience with finance and accounting concepts, • Experience with Power BI (preferred, not required), • Expertise in building and maintaining financial models and complex datasets, • Excellent written and verbal communication skills, • Proficient in solving problems and providing insights that are data-driven and aligned with business goals Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. Compensation The base salary compensation range being offered for this role is $200,000 USD per year and above based on experience. This role is also eligible to participate in the annual bonus and equity programs. Company Benefits TRANZACT provides a competitive benefit package which includes the following (eligibility requirements apply): • Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program), • Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), • Retirement Benefits: Savings Plan with annual nonelective company contribution.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Minimum 2 years of investment accounting experience. CPA or investment accounting experience a plus.

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

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

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

Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.

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

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

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Responsibilities: • Processing and reviewing investor hedge fund, private equity fund and private credit fund transactions, including subscriptions, redemptions and transfers., • Assist Financial Advisors with AIG platform questions, client subscriptions, redemptions, capital calls and distributions., • Reviewing and approving Anti-Money Laundering documents pursuant to US and Cayman regulations., • Interacting with hedge fund principals and their fund administrators., • Field inquiries from Financial Advisors and internal sales teams on alternative investment offerings., • Communicating with internal groups such as accounting, operations, legal and compliance with respect to transaction processing, billing, etc., • Reviewing the investor share register database to ensure that all subscriptions, capital calls, distributions and redemption activity is set up and completed accurately., • Interact with internal operational and business control departments to resolve client questions and issues., • Assist with daily administrative tasks including answering phones, typing correspondence, filing and name/address updates., • Responding to investor audit related inquiries., • Providing periodic reports and feedback to senior management., • Bachelor’s Degree, • 3-5 years of financial industry experience in client services, • Strong computer and excel skills and attention to detail and accuracy For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $90,000.00 - $100,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. Client Success Strategist We are looking for a Client Success Strategist to nurture and expand our client relationships. In this role, you will be responsible for post-onboarding account management, ensuring clients receive the highest level of service and support. You'll be an early employee who can help shape and grow our company and the Client Experience team as we expand and scale our reach to new users. Key Responsibilities: Your responsibilities will include: * Post-Onboarding Client Management * Conduct regular check-in meetings with clients to assess their needs and satisfaction. * Maintain comprehensive client records and notes in our CRM system. * Monitor client accounts for data quality issues and promptly address any discrepancies. * Provide training to end user groups to ensure deep product understanding and adoption. * Track and analyze factors influencing client churn and work to mitigate risks. * Manage client renewal processes, ensuring timely discussions and contract updates. * Account Growth and Expansion * Identify opportunities for contract expansion across new feature sets and/or broader firm adoption. * Proactively identify and escalate client feature requests to the relevant teams. * Client Communication * Keep clients informed about product updates, enhancements, and new features. * Foster and maintain strong, long-term relationships with clients. Skills, Knowledge and Expertise Reach out to us if you: * Have a bachelor's degree in business, finance, or a related field. * Have 3+ years of experience managing client relationships. * Possess exceptional communication and interpersonal skills. * Posses strong problem-solving abilities and attention to detail. * Have the ability to work collaboratively in a fast-paced, dynamic environment. Bonus points if you: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Know SQL or want to learn * Have taken finance or accounting courses A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $130K

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

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation – Banking and Capital Markets practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.What You'll Do: • Working with high-performing teams to analyze, evaluate and enhance our clients’ capital markets businesses, including processes, governance, data and technologies, • Interface with clients at all levels of an organization to help them solve their most challenging questions and support the Capital Markets practice in developing new offerings and thought leadership to take to market, enhancing our capabilities and services, • Strong understanding of how capital markets firms operate across the trade life cycle (e.g., derivatives, securities) and corporate functions (e.g., product control, finance & regulator reporting, market/credit risk, compliance, etc.); and tools that are used across front, middle and back office such as Murex. Understanding of risk models and model validation process is a plus, • Conduct current state/future state gap analysis for individual business areas, • Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio, • Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.), • Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report, • Drive project management activities including status reporting or maintain RAID logs, and able to conduct scrum meetings for defect / development management, • Create system test plans and perform testing, being familiar with testing tools such as JIRA, • Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements, • Provide insight to clients’ teams in industry leading practices, • Assist with training and other change management activities, including development of materials/communications, • Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational developmentWhat You'll Bring:, • Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline, • 9+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization, • Strong strategic planning skills with past experience working with C-Suites executives to build out Organizational Level Strategic Roadmaps., • Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities, • Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management, • Strong understanding of capital markets across the trade and client life cycle, and typical systems and downstream processes (Risk, Finance, Compliance), • Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance, • Business acumen with a strong understanding of business processes, as well as information systems, • Professionalism and discretion in interacting with executives and clients, • Proven track record of showing initiative, • Excellent verbal and written communication skills, • Strong attention to detail and organizational skills, • Creativity, confidence, and flexibility

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