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Director Investment Controllership - Derivatives Controllers Organization of Corporate Finance Full-Time/Boston, Massachusetts or New York, NY Overview Finance and Accounting is at MassMutual’s core, and our team is ushering in an era of growth. We are looking for bold ideas, creative solutions, and comfort embracing change. We strive to build a diverse team and leverage different points of view to optimize processes and build strong relationships. Our team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. We treat policyowners and customers fairly and prioritize financial stability. Being part of a mutual company means that our teams can think long-term, and employees can dive deep into the complex structure of products and the organization. Our finance teams are experts in their field and thrive in fast-paced environments. They balance the needs of the business and invest in the long term, while always putting the customer first. They align their work with our live mutual philosophy and strive to always make the right choice for our policyowners. We are building a team that truly embodies ‘together we move forward.’ The Opportunity As a Director in the Controllers Organization of Corporate Finance, you will serve as a key representative of the Investment Controllership. We are forward-thinking and seek others who will leverage their curiosity, take initiatives, make long-term impact, and drive short-term results. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As a Director, you will work alongside a diverse team of highly motivated professionals focused on proactively driving the development and execution of process improvement, meaningful analysis and control execution for investment accounting activities. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes and investment activities. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization while continuously improving how we work together as a team to make our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. At the same time, we foster an environment where individuals can reach their full potential and secure long-term success. We are seeking a candidate with strong communication skills, a forward-thinking mindset, and deep intellectual curiosity to join the team who can make meaningful impact to the organization. The Impact: As an investment accounting director, you will lead the investment accounting and controllership for derivatives across our various insurance and non-insurance entities, which entails ensuring the accuracy of the investment results across various derivative strategies on a GAAP and statutory basis. This position will also support continued process enhancements related to achieving an accelerated close that produces timely, accurate, and complete investment accounting results in an efficient manner. All candidates must, in addition to possessing the specific qualifications cited below, work efficiently within a complex, fast-paced, and evolving environment, and demonstrate strong organizational and interpersonal skills. • Create an environment whereby the team is inspired, engaged and motivated by opportunities to learn and grow, • Play a key role in leading a collaborative and inclusive culture by working closely with Investment Management Operations, Investment Managers, and other Controllers teams, • Manage the monthly reconciliations between the ledger and investment systems for derivatives ensuring the accuracy of the financial statement results as it relates to derivatives, • Oversee the preparation of monthly analytics report and present findings to various stakeholders on a monthly basis, • Responsible for review of footnotes and NAIC Schedule DB to ensure accuracy and timely completion., • Lead and execute process re-design efforts for derivatives in response to expanding investment strategies and enhance analytics supporting quarterly derivative results, • Support the Investment Office in implementing new hedging strategies and evolving accounting standards. Collaborate with Accounting Policy to ensure that transactions are appropriately reflected in accordance with the applicable GAAP and statutory accounting frameworks, • Partner with the Investment Middle Office to design operational processes within the subledger that support the derivatives accounting and controllership activities, • Execute and oversee processes and controls that support derivative accounting and controllership, • Serve as a point of contact for external auditors on all derivative-related matters, • Perform control functions in compliance with NAIC Model Audit Rule and the Company’s internal control structure, • Perform frequent ad hoc analysis and assist with special projects, as requested The Minimum Qualifications: • Bachelor’s degree, • 8+ years of progressive experience in Investment Accounting and/or Investment Operations including derivative investments, with a foundational understanding of the upstream processes and impacts to downstream accounting and controllership, • 3+ years of experience in insurance company Investment GAAP combined with Statutory accounting including Schedule DB, • 2+ years of experience as a people leader, responsible for managing direct reports OR 5+ years demonstrating informal leadership by guiding, coaching, and supporting colleagues in their day-to-day work The Ideal Qualifications: • Proactive, results-oriented, detail-focused, and deadline-driven, with the ability to work effectively in a team with limited direct supervision, • Strong analytical, written, and verbal communication skills, • Ability to work well in a dynamic and agile environment while leading the team in execution of various priorities and deliverables, • Comfortable operating at both a strategic and hands-on level in an evolving environment, • Experience with different investment types and structures, • Experience with system conversion or subledger implementation, • Able to build and maintain strong working relationships across cross-functional groups, • CPA, CFA, CMA, or equivalent designations, • Experience with Aladdin platform and SQL is a plus What to Expect as Part of MassMutual and the Team • MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:, • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Investment Accounting Associate II - Derivatives Controllers Organization of Corporate Finance Full-Time/New York, NY and Boston, Massachusetts; The Opportunity This Investment Accounting Associate II role is a key representative of our Investment Controllership team. The position reports to the Director of Derivatives Controllership and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes and investment activities. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization while continuously improving how we work together as a team to make our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. At the same time, we foster an environment where individuals can reach their full potential and secure long-term success. We are seeking a candidate with strong communication skills, a forward-thinking mindset, and deep intellectual curiosity to join the team who can make meaningful impact to the organization. The Impact: • Create an environment whereby the team is inspired, engaged and motivated by opportunities to learn and grow, • Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process., • Thrives in a complex corporate structure and comfortably switch gears and alter courses to adapt to changing circumstances., • Work closely with Investment Management and Operations on close cycles. Prepare and review internal and external audit request., • Actively participate in the implementation of the Company’s key projects, such as system improvement and implementation, • Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles, • Execute processes and controls that support derivative accounting and controllership, • Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team., • Participating in problem solving to improve quality, cycle times, increase efficiencies, improve controls within the Investment Controllership team. The Minimum Qualifications: • Bachelor’s degree, • 4+ years of related work experience in investment/fund accounting or financial reporting with a track record of increasing responsibility, • 2+ years of experience with Microsoft Excel, including experience with complex formulas, PivotTables, data analysis and large financial datasets The Ideal Qualifications: • 6+ years of related work experience, • CPA, CMA or equivalent designations preferred, • Experience in financial service industry or insurance company investment GAAP and Statutory accounting including Schedule DB, • Experience with Investment software such as Aladdin, • Strong analytical skills: ability to analyze financial data sets and tell the story of the data., • Experience with SQL or data analytics software such as Tableau and Alteryx is a plus, • Proven ability to complete high quality work efficiently and increase autonomy over time, • Able to build and maintain strong working relationships across cross-functional groups, • Excellent communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to internal and external stakeholders., • Able to work well in a dynamic and agile environment while assisting the team in execution of various priorities and related deliverables, • Intellectual curiosity to continue learning and adding breadth and depth to understanding, • Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries, • Experience with system conversion or subledger implementation What to Expect as Part of MassMutual and the Team MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Job Description Acadia Realty Trust (NYSE: AKR) is an equity real estate investment trust focused on delivering long-term, profitable growth. Acadia owns and operates a high-quality real estate portfolio of street and open-air retail properties in the nation's most dynamic retail corridors (“REIT Portfolio”), along with an investment management platform that targets opportunistic and value-add investments through its institutional co-investment vehicles (“Investment Management”). For further information, please visit www.acadiarealty.com. Acadia Realty Trust is seeking a Senior Accountant to support its SEC reporting, supplemental reporting, technical accounting, and investor communications processes. This role will be a key contributor to the Company's quarterly reporting cycle, including preparation of Form 10-Q and Form 10-K filings, earnings materials, supplemental reporting packages, internal management reporting, and fund/property reporting. The position requires a strong technical accounting foundation, attention to detail, and the ability to manage multiple concurrent deadlines in a fast-paced public company environment. The successful candidate will partner across Accounting, Asset Management, Property Accounting, FP&A, Legal, and Investor Relations to ensure the accuracy, consistency, and completeness of both internal and external reporting. This role reports directly to the VP of Financial Reporting. Key Responsibilities: SEC Reporting and Technical Accounting • Assist in the preparation and review of quarterly and annual SEC filings, including Forms 10-Q, 10-K, 8-K, earnings releases, and related supporting schedules., • Update and maintain SEC reporting workpapers and supporting documentation for acquisitions, dispositions, financings, debt modifications, leasing transactions, and other significant events., • Prepare accounting memoranda, rollforward analyses, and technical accounting documentation under U.S. GAAP for routine and moderately complex transactions., • Lead the preparation and maintenance of disclosure checklists and assist in ensuring compliance with SEC and U.S. GAAP reporting requirements., • Lead with disclosure analyses and other reporting requirements related to acquisitions, dispositions, and investment activities. Supplemental Reporting and Investor Materials • Support preparation of quarterly supplemental reporting packages, earnings presentations, and investor-facing materials., • Verify the accuracy and completeness of non-GAAP financial measures, including FFO, EBITDA, and other key REIT performance metrics., • Ensure consistency among SEC filings, earnings materials, supplemental disclosures, and investor presentations. Property and Portfolio Reporting • Maintain and analyze property-level operating and leasing data used in internal and external reporting., • Prepare and reconcile property detail schedules supporting occupancy, signed-not-open activity, rent spreads, and other key portfolio metrics., • Lead in validating lease-related reporting data, including occupancy statistics, leasing metrics, and supplemental disclosures., • Monitor property-level trends and investigate variances to ensure reporting accuracy. Fund and Management Reporting • Lead preparing quarterly fund reporting packages and supporting analyses., • Lead preparation of Senior Management Team reporting packages., • Coordinate with cross-functional teams to collect, validate, and reconcile information used in management reporting. Process Improvement • Identify opportunities to improve reporting processes, automate recurring analyses, and strengthen reporting controls, including use of data tools and AI where applicable, • Develop and maintain reporting trackers, schedules, and documentation that improve reporting efficiency and accuracy., • Other administrative responsibilities as required. Qualifications: • Bachelor's degree in Accounting required., • Active CPA license required., • 3-5 years of public accounting and/or SEC reporting experience., • Big 4 public accounting experience strongly preferred., • Strong knowledge of U.S. GAAP and SEC reporting requirements., • REIT and/or commercial real estate experience strongly preferred., • Experience supporting public company quarterly and annual reporting processes., • Advanced Excel skills with ability to work extensively with large datasets and complex reporting workbooks., • Strong analytical and problem-solving skills., • Exceptional attention to detail and commitment to accuracy., • Proven ability to manage multiple competing priorities and meet tight deadlines., • Demonstrated ability to work independently, identify issues proactively, and drive projects to completion., • Strong verbal and written communication skills and ability to work effectively across departments. Key Success Characteristics • Ownership mentality and bias toward action., • Highly organized and deadline driven., • Proactive communicator who escalates issues early., • Ability to independently research, analyze, and document accounting conclusions., • Strong judgment and attention to detail., • Capable of balancing numerous reporting deliverables simultaneously while maintaining accuracy. The base salary compensation range for this role reflects the wide range of factors that are considered in making compensation decisions, including but not limited to, skill sets; experience and training; licensure and certifications; and other business and organizational needs. Compensation decisions are dependent on the facts and circumstances of each individual. A reasonable estimate of the current base salary range for this position is $90,000 to $120,000. Employees may also be eligible to participate in an annual discretionary bonus program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Acadia Realty is an Equal Opportunity Employer - Acadia Realty is an Equal Opportunity Employer - Veteran/Disability

Job Description Join the Origis Energy Team! Origis Energy is accelerating the transition to a carbon-free future by Reimagining ZeroSM. As one of America's leading renewable energy and decarbonization solution platforms, the company continues to expand and reimagine its contribution to the world's net-zero goals. Origis Energy puts customers first to deploy a wide range of sustainable solutions for grid power generation, performance optimization, and long-term operation of solar and energy storage plants across the U.S. Founded in 2008, Origis Energy is headquartered in Miami, FL. The Origis team, regarded as one of the leading developers in the U.S., is committed to living five core values in all interactions both with each other and external stakeholders: Solve for Tomorrow. A role with Origis Energy puts you at the forefront of the transition to clean energy. Are you ready to bring new ideas? Do you exist to find solutions? That's how we revolutionize energy and build a carbon-free future - through unmatched service and relentless innovation. Rise Together. To succeed here, you'll collaborate with others and work as one team, across various teams including solar and energy storage development, financing, engineering, procurement and construction (EPC) and operations, maintenance and asset management. Are you open to diverse perspectives and prepared to work seamlessly across disciplines to reach our collective goals? Perform at Peak. We're seeking team members who bring authentic energy and passion to every task. How can you use your natural strengths, genuine optimism and intelligence to make your greatest contributions to Origis? Inspire & Grow. The Origis team is comprised of knowledgeable, passionate solar and energy storage experts who bring deep expertise and solution-driven thinking to clients. A successful Origis team member encourages others and sets a high bar for growth. We have a culture of continuous improvement because each team member takes the role of both learner and mentor. Be Resilient. The spirit in which we tackle the energy challenges and objectives of our clients means we consistently stretch for the extra mile. We all take initiative and remain adaptable, overcoming obstacles by prioritizing respect. Origis Energy is seeking a finance professional for the role of Investment Associate or Manager to join our growing team. This position will assist the Company in evaluating, underwriting and managing investments in utility scale Solar and Battery Energy Storage System projects, evaluating project-level financing options, performance reporting and asset management for existing operational projects. The Investment Associate or Manager is a regular, full-time position, and is eligible for our generous employee benefits package, including employer paid health insurance, paid time off, a 401(k) plan with employer matching contributions, and other great benefits. Key Responsibilities • Investment related tasks, including:, • Excel-based project financial modeling, structuring support, ad-hoc investment analysis, • Build and maintain project financial models throughout all stages of the project lifecycle, from inception through operations, • Liaising with relevant cross-functional stakeholders (Business Development, Project Development, Engineering, O&M, Procurement, Tax, Data Science, Legal, Capital Markets) to ensure project information is accurate and consistent, • Preparation and presentation of pricing and final investment memos to the Company's Chief Executive Officer and investment committee, • Analyzing and evaluating strategic corporate M&A opportunities, • Provide modeling support and guidance to Capital Markets team on debt and tax equity project financings, • Assisting with pricing, negotiation, and evaluation of power purchase agreements (PPAs) and battery tolling agreements, with a particular focus on performance forecasting and quantifying financial impacts of risks and key terms; performing analysis of existing contracted and operating fleet to benchmark underwriting against real-time data to create a feed-back loop for process improvement, • New market research and analysis includes:, • Ability to understand key power-market trends in both regulated and deregulated power markets and how they relate to the Company's portfolio, • Providing thought leadership on commercial negotiations as well as help drive internal development priorities for optimal return on capital, • Ability to understand federal, state and local programs for renewable energy incentives and siting / tax opportunities, • Analyzing the incentive and tax environment and ability to underwrite various revenue streams, • Financial Planning & Analysis duties includes:, • Prepare detailed budgets for investment projects, reporting on budget to actuals and be responsible for cash management on relevant investment projects, • Coordinate all activities to assure a successful and timely realization of the project, • Communicate with Capital Markets, Accounting and FP&A department on changes on projects and corporate liquidity impacts of projected tax equity & back-leverage financings, • Other tasks include:, • Assist in the acquisition and sale of projects, • General support for ad hoc strategic initiatives Preferred Qualifications • Demonstrated knowledge of renewable energy power plants, • Expert financial modeling skills are essential; prior financial modeling experience (LBO, Cash Flow, Debt Sculpting), • Intimate knowledge of tax equity and project financing structures, including a deep understanding of tax equity partnership accounting (inside / outside basis), • Ideally 3+ years' experience in renewable energy development / private equity / investment banking / project finance; 2+ years' experience in renewables / solar strongly preferred, • Exposure to PPA agreements, • Base level understanding of power markets, • Bachelor's degree (MBA/CFA or Master's degree in related field preferred but not required) Key Attributes for Success • High degree of initiative and work-ethic, • Intellectual curiosity and a sincere interest in renewable energy and a passion for learning, • Proven organizational skills, ability to manage numerous unrelated tasks simultaneously, • Proven ability to deliver quality products under strict deadlines, • Ability to make evidence-based data-driven decisions, • A dedication to accountability and transparency (strong ownership mentality), • Strong problem-solving skills, • Excellent self-directed research capabilities, • Ability to work cross functionally and display emotional intelligence, • Strong team attitude, easy to get along with, willing to learn and take on new tasks, energetic about getting work done, • Critical thinker who enjoys engaging in thoughtful and respectful debate Location White Plains, New York - working from office Tuesday, Wednesday & Thursday in accordance with our in-office policy Travel Up to 10% as deemed necessary by the organization Level Associate or Manager level depending on experience and qualifications – no direct reports The expected starting pay range for this role is outlined below, in addition to a competitive annual bonus and benefits, 401K, etc. This range is an estimate and base pay may be above or below the ranges provided as our individual pay is determined by several factors including, but not limited to, location, experience, education & certifications, as well as performance. New York Pay Range $150,000—$230,000 USD Origis Energy is an Equal Opportunity Employer (EOC). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. We embrace and encourage our employees' differences as that is what makes our employees unique. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. More information is available here. California Applicants: Please review our California Privacy Policy and Notice at Collection. Request for Support or Accommodations: As part of our effort to provide equal opportunity to qualified disabled veterans and individuals with disabilities, we are happy to offer support and special accommodations in order for you to successfully reach us with your interest. Please reach out to us at candidateaccommodations@origisenergy.com if you would like to request help with your application.

Job DescriptionCompany Description VERSANT (Nasdaq: VSNT) is an industry-changing media and entertainment business and home to trusted brands that shape culture, inform audiences, and build lasting connections. It operates across four core markets: political news and opinion, business news and personal finance, golf, and sports and genre entertainment. These markets are served through a powerful portfolio of iconic and innovative brands, including CNBC, MS NOW, USA Network, Golf Channel, Oxygen, E!, SYFY, and Versant's sports division USA Sports, along with complementary digital assets including Fandango, Rotten Tomatoes, GolfNow and GolfPass. Job Description As a Product Owner, Supply Chain & Procurement (Business Solutions – Corporate Core Finance), you will own the vision, roadmap, and prioritized backlog for SAP S/4HANA capabilities that support procurement, inventory, and related finance processes. You will work closely with business stakeholders, SAP functional teams, engineers, QA, data teams, and delivery partners to deliver scalable, user-centered solutions across procure-to-pay and connected order-to-cash workflows. This role combines strong product ownership with a working knowledge of SAP S/4HANA Materials Management, Sales and Distribution, and Finance/Controlling integrations. You will focus on improving business outcomes such as purchasing compliance, process efficiency, invoice automation, spend visibility, inventory accuracy, financial controls, and user experience. Drive Product Outcomes • Own, maintain, and prioritize the product backlog for supply chain, procurement, and related finance capabilities., • Define the customer and business problems to solve, desired outcomes, and success measures—not only the features to deliver., • Translate business objectives into prioritized epics, user stories, process flows, acceptance criteria, and incremental release plans., • Balance customer value, business impact, technical feasibility, risk, compliance needs, and delivery timelines., • Break large initiatives into smaller releases that enable continuous delivery, learning, and measurable improvement., • Define and monitor key performance indicators for adoption, process efficiency, procurement compliance, spend visibility, inventory accuracy, and user satisfaction. Lead Discovery and Process Design • Lead discovery and requirements-gathering sessions with procurement, supply chain, finance, warehouse, sales, customer service, and IT stakeholders., • Understand current-state workflows, pain points, and control requirements needs across procure-to-pay and connected order-to-cash processes., • Facilitate future-state process design, identify gaps and dependencies, document decisions, and build alignment on scope and priorities., • Use stakeholder feedback, operational data, and system insights to validate assumptions before significant investment., • Identify opportunities to improve workflows through SAP capabilities, process simplification, automation, analytics, and AI-enabled solutions., • Maintain a strong understanding of core procurement, inventory, finance, and cross-functional business processes. Enable Strong Delivery • Partner with SAP functional consultants, engineers, QA, integration teams, data teams, and business process owners to refine solutions and remove ambiguity., • Define requirements for integrations among SAP S/4HANA MM, SD, FI/CO, warehouse operations, tax, payment, logistics, customer, supplier, and third-party systems., • Validate end-to-end business and accounting impacts across requisition-to-payment, inventory, sales-order-to-billing, and financial reporting processes., • Participate in and lead backlog refinement, sprint planning, demos, retrospectives, and other Agile delivery ceremonies., • Prioritize defects, enhancements, and change requests based on business impact, urgency, risk, compliance, and roadmap value., • Support implementation activities including master-data readiness, data migration, testing, cutover planning, release readiness, hypercare, and post-launch stabilization., • Coordinate business testing by defining test scenarios, test data, acceptance criteria, and success measures for end-to-end processes., • Support system integration testing, user acceptance testing, regression testing, defect triage, and business sign-off. Build Alignment and Trust • Act as the liaison between business stakeholders and technical delivery teams., • Communicate product strategy, roadmap priorities, progress, trade-offs, risks, and dependencies clearly to technical and non-technical audiences., • Maintain organized product documentation, business-process materials, requirements, decisions, and release information in Confluence., • Use Jira and Slack effectively to manage backlog transparency, delivery workflow, stakeholder communication, and issue resolution., • Support change management through training materials, process documentation, release communications, stakeholder demonstrations, and adoption feedback., • Build trusted relationships across Finance, Procurement, Supply Chain, Technology, and external implementation partners. Qualifications • Bachelor’s degree in information technology, Finance, Supply Chain, Business, or equivalent experience., • 3+ years of experience as a Product Owner, Product Manager, Business Analyst, SAP functional delivery professional, or similar role in a technology-driven organization., • Experience owning and prioritizing a product backlog in an Agile delivery environment., • Experience delivering SAP S/4HANA procure-to-pay, materials management, inventory, finance integration, or related enterprise capabilities., • Strong knowledge of procurement processes, including requisitioning, purchasing, approvals, receiving, inventory, invoice verification, supplier management, and payment workflows., • Working knowledge of SAP S/4HANA MM and FI/CO integration concepts; familiarity with SAP SD and order-to-cash processes preferred., • Experience supporting SAP implementations, including testing, data migration, cutover, or post-go-live stabilization., • Experience collaborating with engineering, QA, design, data, integration, and SAP functional teams., • Effective stakeholder management and cross-functional collaboration skills., • Comfortable working with technical and non-technical stakeholders., • Strong ability to write clear user stories, acceptance criteria, process documentation, and business requirements., • Strong presentation, written, and verbal communication skills., • Highly detail-oriented with excellent organizational, prioritization, and problem-solving skills., • Strong judgment in managing priorities, resources, risks, dependencies, and delivery trade-offs., • Experience using Jira, Confluence, and Slack. Desired Characteristics • Experience with SAP SD configuration and integration concepts, including order-to-cash, pricing, billing, customer master data, and financial postings., • Familiarity with SAP MM configuration concepts, including purchasing organizations, plants, storage locations, purchasing documents, release strategies, invoice tolerances, and movement types., • Experience in media or entertainment, • Ability to investigate and learn unfamiliar systems quickly., • Experience applying automation, analytics, or AI capabilities to improve finance, procurement, supply chain, or business workflows. Additional Information As part of our selection process, external candidates may be required to attend an in-person interview with a VERSANT Media employee at one of our locations prior to a hiring decision. VERSANT Media's policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, religion, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law. For LA County and City Residents Only: VERSANT Media will consider for employment qualified applicants with criminal histories, or arrest or conviction records, in a manner consistent with relevant legal requirements, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act, where applicable. If you are a qualified individual with a disability or a disabled veteran and require support throughout the application and/or recruitment process as a result of your disability, you have the right to request a reasonable accommodation. You can submit your request to candidateaccessibility@versantmedia.com. VERSANT Media is committed to fair and equitable compensation practices. We include a good faith pay range for each position to comply with applicable state and local pay transparency laws and to promote equity across our organization. Actual compensation will be based on factors such as the candidate's skills, qualifications, experience, and location and may include additional forms of compensation and benefits such as health insurance, retirement plans, paid time off, etc. VERSANT Media is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at VERSANT via-email, the Internet, or in any form and/or method without a valid written Statement of Work in place for this position from VERSANT's Talent Acquisition team will be deemed the sole property of VERSANT. No fee will be paid in the event the candidate is hired by VERSANT as a result of the referral or through other means.

Job Description MONTICELLOAM, LLC and its affiliates ("Monticello") is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. We are seeking motivated, collaborative professionals who bring creativity, compassion, and a strong work ethic to a dynamic team environment. We are looking for a Senior Accountant or Controller for our New York City or White Plains, NY offices to oversee day-to-day accounting, financial reporting, and internal controls for Monticello as a corporate entity and its portfolio of affiliate debt funds across various legal entities. This role partners closely with Monticello's Accounting leadership, coordinates with fund administrators, external audit and tax firms, and third-party accounting consultants, and is expected to grow into ownership of the firm's close, audit, tax, and compliance processes. Key Responsibilities: • Accounting & Financial Reporting: Lead the monthly close and financial statement preparation for certain Monticello affiliated entities and its affiliate business units, working within NetSuite, Kyriba, and Ramp, for review and presentation to firm leadership; maintain accounting policies and internal controls., • Fund Oversight: Serve as lead liaison between Monticello and its fund administrator across 40+ private funds for which Monticello is investment manager, including regular correspondence, process-driven review and sign-off on monthly/quarterly NAV packs, preparation of investor reporting materials, and assistance with quarterly investor distributions. Coordinate with the offshore team and fund administrators to review the documentation supporting the monthly NAV testing procedures for a public reporting REIT. Support treasury functions across Monticello and its affiliate funds, including cash management, funding coordination, and wire processing., • Audit Support: Act as lead audit liaison for Monticello, which completes approximately 45–50 audits each year across two external audit firms; field audit requests, review and draft financial statements, and project manage the overall audit process, including regular communication with the fund administrator and valuation firms., • Tax Support: Act as lead tax liaison for Monticello and its affiliate entities, which complete 300+ tax returns each year across two external tax firms; field tax requests and project manage the tax return filing process., • Covenant & Compliance Reporting: Lead preparer of all covenant and compliance reporting the firm is subject to, including both corporate guarantees and guarantees at the affiliate fund level., • Systems & Team: Support finance technology implementations (e.g., Kyriba, Netsuite, Ramp) and, as the role grows, help manage and develop accounting staff. Job Requirements: • Bachelor's degree in Accounting or Finance required; CPA a plus, • 3-5 years of corporate or public accounting experience for Senior Accountant candidates; 6-10 years, including prior supervisory or controller-level experience, for Controller candidates., • Strong understanding of GAAP, internal controls, and financial statement preparation., • Public company accounting/reporting experience a plus for support of REIT reporting requirements., • Some understanding of real estate, lending, investment management, credit, and/or REITs, • Auditor experience preferred., • Proficiency in Excel required; experience with Kyriba and/or Netsuite strongly preferred, • Strong work ethic, analytical and problem-solving skills, and ability to work independently and manage multiple priorities., • Excellent oral and written communication skills., • Work in the office as required by office policy. At Monticello, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Monticello is an EEO employer. Monticello offers a competitive base salary and bonus. The base salary range for this position in New York City is $110,000 to $160,000/year. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the annual review process.

Join a well-established real estate investment and management company where you'll oversee the full Accounts Payable process while gaining direct exposure to leadership and property operations. This role offers the opportunity to expand your accounting knowledge beyond AP in a collaborative, long-tenured environment. Salary: $60,000 - $80,000 base salary + annual bonus • Own the Accounts Payable function for a diverse real estate portfolio spanning approximately 40 properties and nearly 1,000 residential units., • Partner directly with senior leadership, accounting, and operations teams in a highly visible position., • Enjoy the stability of a family-owned organization known for strong employee retention and long-term career opportunities., • Receive comprehensive benefits including employer-paid medical coverage, company-provided lunches, PTO, and bonus eligibility., • Broaden your experience through exposure to property operations, partner reporting, insurance administration, and financial analysis., • Work in a close-knit, team-oriented environment where your contributions have a direct impact on business operations., • Gain hands-on experience with real estate accounting systems and portfolio-level financial processes., • Process invoices, ACH payments, and check disbursements across multiple properties., • Monitor approval workflows and ensure timely and accurate vendor payments., • Prepare partner distributions and reporting through AppFolio., • Assist with insurance renewals, real estate tax coordination, and utility allocation processes., • Respond to financial inquiries from vendors, tenants, and investment partners., • 3+ years of Accounts Payable or accounting experience., • Conversational Spanish required., • Experience managing high-volume invoice processing and vendor payment activity., • Proficiency with accounting software; AppFolio experience preferred., • Real estate or property management industry experience is a plus. #INOCT2026 #LI-KR1

Simone Development is a full-service, privately held commercial and residential real estate investment and development company with a distinguished resume and reputation established over five decades. As a full service developer, we have the ability to rapidly move any project from site selection, acquisition, financing, construction, leasing, property management and maintenance. The core principles that define the Simone organization are the stability, creativity and professional expertise of our management team; an aggressive long-term business plan; a commitment to excellence and tenant service; our close relationships with strategic partners, tenants, lenders, municipalities, and real estate professionals; a consistent ability to add value; and most importantly, our unwavering pursuit of visionary development. Position Summary The Property Manager creates tenant satisfaction and retention by facilitating the initial installation of the tenant, fostering two-way communication channels, implementing clearly understood life safety programs, and responding to tenant requests in a timely and effective manner. The Property Manager maximizes portfolio value by maintaining the properties, budgeting and managing operational expenses, and by identifying and implementing capital improvements that will increase the efficiency and value of the properties. In so doing, the Property Manager operates in alignment with the vision, mission and strategy of Simone Development team in a manner consistent with our core values. Job Responsibilities • Assure that the property is maintained and operated at a level that 1) causes tenants to be highly satisfied and inclined to want to continue as tenants beyond lease expiration, 2) causes potential tenants to be positively impressed, and 3) adds to the good reputation of the property and its owners., • Respond to the demands of tenants in a timely and responsive manner, and handle “non-legitimate” demands in an effective manner., • Maintain professional, working relationship with all tenants at assigned properties., • Determine whether the responsibility for repair/maintenance is the responsibility of the Landlord or the Tenant, and communicate to the Tenant when repair/maintenance is not the Landlord’s responsibility. When work is performed, work with the PM team to follow up with tenant to be sure the complaint is resolved., • Rapidly respond to emergency situations and coordinate solutions with the team., • Oversee Construction department in coordinating tenant build-outs, reconfigurations and expansions, etc., at assigned properties., • Review vendor contracts with SVP Property Management, and oversee and maximize the service delivery, output, and effectiveness of all vendors and contractors., • Bid, negotiate and implement service contracts with all 3rd party vendors in accordance with company policy., • Ensure properties are compliant with all building and fire codes., • Assist in showing space to brokers and potential tenants, initiate lease discussions when appropriate, and assist with determining floor layouts and work letters, as needed., • Work with the VP Leasing, as needed, on lease renewals., • Maintain a full knowledge of and be responsible for all activities at assigned properties., • Approve bill-backs, CAM, etc., and make sure they are collected in a timely manner., • Review and approve Purchase Orders and invoices related to the properties., • Assist with rent collection and other tenant receivables., • Prepare information needed for landlord/tenant court and appear in court as owner’s representative., • Prepare the annual operating and capital budgets and monthly variance reporting for assigned properties., • Monitor year-to-date actual vs. budget to assure that the property is running within budget., • Document any significant variances in writing and be prepared to discuss them at the budget review., • Review CAM reconciliations and resolve discrepancies with Property Accountants before invoices are sent to tenants., • Explain CAM charges and RE taxes when challenged by tenants, with assistance from Property Accountants when needed., • Communicate orally, and coordinate registered letter process, with any tenant who is violating lease terms (e.g., parking in wrong spaces, leaving garbage in wrong place, etc.) – or who is otherwise causing use-of-space or care-of-space problems., • Assure all utility meters are being read and billed as actual (not estimated), and work with the Property Management team at least five days prior to Tenant vacating to make sure utility accounts are switched over to owner’s name to avoid lapse in services (gas, electric, water, etc.). Assure that a master list of meter numbers is maintained correctly., • Resolve issues related to any meters/addresses that are not being billed correctly., • Work with Assistant Property Management to report all damage, injuries or potential claims to the legal department immediately with a detailed incident report containing all pertinent facts, names, dates, times, locations, etc., • Assure that “move out” and “move in” processes are completed in a timely manner and that properties are in optimum condition for leasing., • Value engineering of alternative methods of repair and/or replacement of equipment., • Visit properties frequently and report work order requests through the work order management system., • Work with the Property Compliance Manager to assure that the tenant always maintains proper insurance., • Work with Property Compliance Manager and liaison with Building Departments to coordinate activities needed to obtain Certificates of Occupancy (TCOs & Cos), clear violations, obtain permits, comply with code requirements, etc., • This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in this role., • Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice., • Other tasks/assignments/research as needed. REQUIREMENTS: • Bachelors degree preferred, • 5+ years of Building Operations/Management experience in a New York City Class A Office Buildings, • Working knowledge and experience with Payscan, Yardi, Construction Manager and Facility Manager preferred, • Excellent MS Excel skills, • Comprehensive knowledge of NYC local building codes, • Must have understanding of accounting procedures and financial reports It is the policy of Simone Development (SIMDEV) to provide equal employment opportunities to all qualified individuals without regard to race, color, creed, religion, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity or expression (including transgender status), age, marital status, familial status, citizenship status, disability or genetic information or handicap or status as a Vietnam-era or special disabled veteran in accordance with all applicable federal, state and local laws. Recruiters need not reach out. The organization is sourcing candidates directly at this time.

Simone Development Companies, a full-service, privately held real estate Investment and Development Company, with a distinguished resume and reputation, is in need of a Development Analyst. Simone has the ability to rapidly move any project through site selection, acquisition, financing, construction, leasing, property management and maintenance. The core principles that define the organization are the stability, creativity and professional expertise of the management team; an aggressive long-term business plan; a commitment to excellence and tenant service; close relationships with strategic partners, tenants, lenders, municipalities, and real estate professionals; a consistent ability to add value; and most importantly, an unwavering pursuit of visionary development. Analyst The Analyst is responsible for assisting in the management and execution of development and redevelopment projects as well as acquisitions. The Analyst will assist with aspects of real estate development and investment, including financing, budgeting, entitlement and government approvals, consultant coordination, design, leasing, due diligence, marketing, and construction oversight. Key Responsibilities: • Assist in all aspects of development management including budgeting, financing, planning, design, land use, permitting and construction, • Create detailed, dynamic and complex financial underwriting models for investment opportunities including modeling capital structures, direct cap and DCF valuations, debt sizing, sensitivities, and feasibility analyses of potential developments, redevelopments and acquisitions, • Create and monitor detailed project budgets and draw schedules including tracking all project costs, invoices and all payment and draw applications for active developments, • Ensure projects are completed within established budgets, scheduled milestones and standards of quality, • Participate in regular project meetings and maintain project tracking reports, • Work with in-house legal, accounting, property management, and leasing teams as well as third party consultants such as land use attorneys, architects, engineers and contractors, • Review purchase and sales agreements, loan documents, leases, construction contracts and other documentation for new and existing investments, • Conduct property-level due diligence for new acquisitions, • Assist in preparation of monthly reports and investment return analyses, • Create and issue RFPs for consultants, including but not limited to engineers and architects, • Effectively communicate relevant financial and project information to senior management, • Draft and review term sheets and memo’s for lease and purchase transactions Key Attributes • Strategic, creative thinker with a track record of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems, • Ability to work independently, present recommendations and interact with senior management and partners in the decision making process, • Highly motivated, assertive and driven, • Keen attention to detail with ability to work on multiple projects simultaneously, • Able to prioritize, organize and manage multiple deadlines, • Self-starter with positive attitude and strong work ethic Qualifications • BA/BS degree in finance, real estate, engineering, architecture or related field, • 1-2 years of relevant commercial real estate work experience in development, finance, banking, acquisitions, commercial brokerage, underwriting or valuation, • Strong quantitative, financial analysis and modeling skills and demonstrated analytical ability, • Advanced knowledge of Microsoft Excel, • Knowledge of Argus Enterprise a plus, • Knowledge of Yardi Enterprise a plus, • Excellent written and verbal and communication skills

Job Description Join the Origis Energy Team! Origis Energy is accelerating the transition to a carbon-free future by Reimagining ZeroSM. As one of America's leading renewable energy and decarbonization solution platforms, the company continues to expand and reimagine its contribution to the world's net-zero goals. Origis Energy puts customers first to deploy a wide range of sustainable solutions for grid power generation, performance optimization, and long-term operation of solar and energy storage plants across the U.S. Founded in 2008, Origis Energy is headquartered in Miami, FL. The Origis team, regarded as one of the leading developers in the U.S., is committed to living five core values in all interactions both with each other and external stakeholders: Solve for Tomorrow. A role with Origis Energy puts you at the forefront of the transition to clean energy. Are you ready to bring new ideas? Do you exist to find solutions? That's how we revolutionize energy and build a carbon-free future - through unmatched service and relentless innovation. Rise Together. To succeed here, you'll collaborate with others and work as one team, across various teams including solar and energy storage development, financing, engineering, procurement and construction (EPC) and operations, maintenance and asset management. Are you open to diverse perspectives and prepared to work seamlessly across disciplines to reach our collective goals? Perform at Peak. We're seeking team members who bring authentic energy and passion to every task. How can you use your natural strengths, genuine optimism and intelligence to make your greatest contributions to Origis? Inspire & Grow. The Origis team is comprised of knowledgeable, passionate solar and energy storage experts who bring deep expertise and solution-driven thinking to clients. A successful Origis team member encourages others and sets a high bar for growth. We have a culture of continuous improvement because each team member takes the role of both learner and mentor. Be Resilient. The spirit in which we tackle the energy challenges and objectives of our clients means we consistently stretch for the extra mile. We all take initiative and remain adaptable, overcoming obstacles by prioritizing respect. Position Description The Capital Markets Associate supports the execution of project and corporate financings under the direction of a Deal Lead (Director or Senior Director) or the SVP of Capital Markets. The Associate will contribute analytical, organizational, and transaction support across assigned projects and corporate facilities, including tax equity and debt financings. This role is designed for an early-career professional who can produce accurate work, coordinate defined workstreams, and build project finance expertise through hands-on deal experience. The Capital Markets Associate is a regular, full-time position, and is eligible for our generous employee benefits package, including employer paid health insurance, paid time off, a 401(k) plan with employer matching contributions, and other great benefits. Key Responsibilities • Support the sourcing and execution of tax equity and debt financings for projects and corporate facilities, including organizing proposals and preparing comparison materials for review, • Prepare RFP materials for prospective lenders and investors, including teasers, consultant reports, financial information, and supporting analyses, • Organize, maintain, and perform quality checks on transaction data rooms, • Coordinate routine communications, information requests, and follow-ups with prospective lenders and investors during the RFP and selection process, • Support day-to-day diligence and coordinate assigned requests with technical and financial advisors and internal Origis teams; promptly elevate issues to the Deal Lead, • Track third-party consultant budgets, scopes of work, report status, Q&A items, and reliance documentation; follow up on open items to support timely delivery, • Maintain transaction timelines and workstream trackers established by the Deal Lead, and flag potential delays or dependencies, • Support financial model accuracy by coordinating with the Investment team, gathering inputs, performing checks, and documenting assumptions, • Assist the Deal Lead, legal counsel, Project Development, and Business Development teams with transaction execution and documentation, including term sheet support, financing document review, third-party consents, and amendments Ongoing Reporting, Compliance, and Internal Support • Support post-closing compliance and reporting by tracking financing-related deliverables in partnership with Asset Management and escalating upcoming or overdue items, • Assist with the administration of closed financings as assigned, including discrete construction financings, construction warehouse projects, and the Development Finance Facility; support borrowing base updates and coordinate required project information with EPC, Procurement, and Business Development teams, • Prepare and organize documentation for cash draws and letters of credit under existing financing facilities, • Support amendment and waiver processes by coordinating documentation, reports, comments, and follow-ups with lenders, external counsel, and third-party consultants, • Coordinate with the Investment team to maintain updated draw schedules for reporting purposes, • Maintain accurate and timely information in internal systems, including Solaris, • Provide Accounting and FP&A with relevant project updates and elevate material changes to the Deal Lead Marketing and Relationship Support • Prepare and update presentation materials, transaction summaries, and market update decks for Directors and the SVP, • Participate in meetings with debt providers and tax equity investors as requested; prepare materials, capture notes, and track follow-up items, • Develop professional working relationships with peers at tax equity and lending institutions through transaction-related coordination Team Contribution and Development • Collaborate with team members by sharing information, maintaining organized work products, and supporting team deadlines, • Actively seek feedback, build technical knowledge, and contribute to a collaborative, accountable team environment Other / Ad Hoc • Support executive and external reporting, including investor updates, board materials, debt compliance scorecards, financial reporting, and disclosures, • Conduct market, policy, and commercial research; organize findings and maintain databases related to financing structures, technologies, incentives, and state programs, • Support management in the acquisition and sale of projects as needed, • Provide analytical and coordination support for other strategic initiatives as assigned Preferred Qualifications • Bachelor's degree in finance, accounting, economics, business, engineering, or a related field, • Approximately 2-5 years of relevant experience in project finance, structured finance, investment banking, corporate finance, renewable energy, or a related analytical role; relevant internships may be considered, • Foundational understanding of renewable energy, project finance, or capital structures; exposure to tax equity is preferred, • Experience supporting financial analysis, transaction execution, financing administration, or diligence processes, • Familiarity with project finance lenders, investors, and transaction processes is a plus; existing relationships are not required, • Working knowledge of capital markets and banking processes, including credit approval and KYC diligence, or the ability to learn these concepts quickly, • Strong Excel and financial modeling skills, with the ability to review assumptions and identify inconsistencies Key Attributes for Success • Strong organizational skills and the ability to manage multiple assigned tasks and deadlines, • Ability to review and develop familiarity with project finance documentation, including conditions precedent, reporting requirements, covenants, and events of default, • Reliability in completing assigned work under deadlines and taking ownership of follow-through, • Consistent attention to detail and commitment to accurate, high-quality work, • Clear written and verbal communication skills with internal teams, consultants, counsel, and financing partners, • Ability to work effectively across functions and incorporate direction from multiple stakeholders, • Sound judgment, initiative, and willingness to ask questions or escalate issues appropriately, • Analytical thinking and practical problem-solving skills, • Collaborative, dependable team approach and enthusiasm for learning new responsibilities, • Proficiency in financial modeling and comfort working with detailed financial information

Location: United States (US citizens or permanent residents only) Organisation: The Forever Trust USA (Forever Foundation USA), a Delaware nonprofit corporation and US public charity Appointment: Board Director (voluntary and unpaid; reasonable expenses reimbursed) About The Forever Trust USA The Forever Trust USA is the US donor-advised fund (DAF) in The Forever Trust family, alongside The Forever Trust in the UK and The Forever Trust Canada. It receives donations from US donors and makes grants to US charities. Through careful due diligence and responsible stewardship, its board directs funding towards causes that deliver lasting change. Many of its donors give through faith-based campaigns, including during Ramadan. We set up The Forever Trust to create impact that lasts forever. To get there, we need to change a lot about how philanthropy works. If you've looked at the charity sector and felt frustrated by short-term thinking, slow progress, or a reluctance to try anything new, you'll find people here who feel the same. We want directors who are bold, curious, and willing to question how things have always been done, while bringing the care and rigour a charity board demands. The role The Foundation has a small board, so each director's participation matters. We are looking for a US-based director who will take part reliably in the board's work: attending meetings (quarterly), reviewing papers, and approving and signing documents promptly. The Foundation is still developing its processes. The right person will be pragmatic and adaptable, comfortable working through some uncertainty, and able to bring structure where it helps without adding unnecessary process. The board may hold gold, silver, copper, Bitcoin, and general hard assets as part of the Foundation's investments. We need a director who is comfortable with the Foundation's approach of investing in sound money and hard assets, and who can weigh their place in a charitable portfolio prudently. Key responsibilities Governance • Attend board meetings by video, usually held during UK working hours (morning in the US). Expected frequency is quarterly, but may be more in the early days., • Review and e-sign board resolutions, grant approvals, and other documents within an agreed timeframe, typically five working days., • Exercise independent judgement in the interests of the Foundation and its charitable purposes, in line with its Certificate of Incorporation, Bylaws, and applicable US law., • Declare any conflicts of interest and follow the Foundation's conflict of interest policy., • Work with fellow directors and the Foundation's professional advisers, including its US lawyers and accountants. Grants and compliance • Approve grants to US charities that have passed the Foundation's due diligence., • Oversee the Foundation's annual IRS Form 990 and its state charitable registrations., • Support accountability, transparency, and risk management. Investment and financial oversight • Take part in board discussions on how the Foundation holds and manages its assets., • Weigh the opportunities and risks of investments prudently, in line with a US charity director's duties., • If appointed as an officer, act as an authorised signatory on the Foundation's US bank account, which involves completing the bank's identity checks. Who we are looking for Essential • A US citizen or permanent resident, living in the United States., • Reliable and responsive, able to attend meetings when required, and return signatures promptly., • Comfort with an endowment model for the Foundation., • Sound judgement, and an understanding of a nonprofit director's duties, or a willingness to learn them., • No conflicts of interest with the Foundation, its service providers, or the charities it funds. Desirable • Experience on a nonprofit board, or in finance, investment, law, or accounting., • Familiarity with donor-advised funds or US charitable grant-making., • Comfortable working across time zones with a UK-based team. Practical details • Voluntary role, with reasonable expenses reimbursed., • Around three hours a month, plus occasional approvals between meetings., • A term of three years, renewable., • Appointment is subject to standard identity and background checks, and to approval in line with the Foundation's Bylaws. Interview process • Screening call with Talent (30 minutes), • Culture Survey (15 minutes), • Mission Alignment (45 minutes), • Director Conversation (60 minutes), • Final candidates invited to a group call with the directors (60 minutes)

POSITION DESCRIPTION The company is seeking a highly self-motivated Finance/Tax Analyst. The Finance/Tax Analyst will assist Finance management with tasks in the areas of Cash Flow Management, Tax filing, Internal Control, and etc. RESPONSIBILITIES · Ensure that sufficient funds are available to meet ongoing operational and capital investment requirement · Process corporate credit card, monitor activities, and provide guide to employees. · Track delinquent Account receivables by communicating with Project Managers. · Resolves account receivable discrepancies and reconcile unapplied and credit memos against outstanding invoices by investigating documentation and email · Provide customers and team leaders with A/R analyst report to help support collection · Verify and process incoming check payments · Coordinate with vendors to confirm receipt of $1 test payments · Research federal, state/provincial and local tax compliance requirements and incentives and prepare tax simulations based on proposed business models. · Collaborate with BM accounting members and a tax agent to prepare and file corporate income tax, sales tax, and other necessary tax forms in accordance with applicable tax laws and regulations. · Process compliance operations with internal control policies in a K-SOX · Ad hoc duties and reports. Qualifications · Bachelor’s degree in finance or Tax is preferred · At least 2 years of experience in the related field · Excellent verbal and written communication skills (bilingual a plus – English/Korean) · Excellent interpersonal Skills · Excellent organizational skills and attention to detail are required · Strong ability in MS Office (MS Excel, MS PowerPoint and MS Word)

Senior Manager, Operations - Private Credit What You'll Be Doing • Lead operational readiness and ongoing oversight for complex private credit funds and investment vehicles, • Manage cash forecasting, capital activity, distributions, subscriptions, redemptions, credit facilities, borrowing bases, and liquidity planning, • Build and maintain fund models, projections, performance analytics, fee calculations, waterfalls, allocations, and reporting dashboards, • Partner with Legal, Compliance, Accounting, Portfolio Management, and Investor Relations on complex fund matters, • Support investor reporting, management reporting, due diligence requests, regulatory requirements, • Strengthen processes, controls, reconciliations, data governance, and operational procedures, • Identify opportunities to leverage technology, automation, and AI to improve efficiency and reporting What We're Looking For • 8+ years of progressive experience in private credit fund operations and fund finance, • Direct experience with direct lending and/or distressed credit investments, • Strong understanding of evergreen fund structures, private credit vehicles, investor allocations, capital activity, fees, liquidity, valuation, and credit facilities, • Bachelor's degree in Accounting, Finance, Business, or related field, • CPA or advanced degree is a plus Why Consider This Opportunity? • Rapidly growing and profitable organization, • Highly experienced and collaborative team, • Excellent job stability, • Significant opportunity for career growth and upward mobility, • High-visibility role with exposure to senior leadership and multiple areas of the investment platform

Senior Accountant, Financial Reporting \n Acadia Realty Trust is seeking a Senior Accountant to support its SEC reporting, supplemental reporting, technical accounting, and investor communications processes. This role will be a key contributor to the Company's quarterly reporting cycle, including preparation of Form 10-Q and Form 10-K filings, earnings materials, supplemental reporting packages, internal management reporting, and fund/property reporting. \n \n The position requires a strong technical accounting foundation, attention to detail, and the ability to manage multiple concurrent deadlines in a fast-paced public company environment. The successful candidate will partner across Accounting, Asset Management, Property Accounting, FP&A, Legal, and Investor Relations to ensure the accuracy, consistency, and completeness of both internal and external reporting. \n \n This role reports directly to the VP of Financial Reporting. \n \n Key Responsibilities \n SEC Reporting and Technical Accounting \n\n • Assist in the preparation and review of quarterly and annual SEC filings, including Forms 10-Q, 10-K, 8-K, earnings releases, and related supporting schedules.\n, • Update and maintain SEC reporting workpapers and supporting documentation for acquisitions, dispositions, financings, debt modifications, leasing transactions, and other significant events.\n, • Prepare accounting memoranda, roll forward analyses, and technical accounting documentation under U.S. GAAP for routine and moderately complex transactions.\n, • Lead the preparation and maintenance of disclosure checklists and assist in ensuring compliance with SEC and U.S. GAAP reporting requirements.\n, • Lead with disclosure analyses and other reporting requirements related to acquisitions, dispositions, and investment activities.\n\n Supplemental Reporting and Investor Materials \n\n • Support preparation of quarterly supplemental reporting packages, earnings presentations, and investor-facing materials.\n, • Verify the accuracy and completeness of non-GAAP financial measures, including FFO, EBITDA, and other key REIT performance metrics.\n, • Ensure consistency among SEC filings, earnings materials, supplemental disclosures, and investor presentations.\n\n Property and Portfolio Reporting \n\n • Maintain and analyze property-level operating and leasing data used in internal and external reporting.\n, • Prepare and reconcile property detail schedules supporting occupancy, signed-not-open activity, rent spreads, and other key portfolio metrics.\n, • Lead in validating lease-related reporting data, including occupancy statistics, leasing metrics, and supplemental disclosures.\n, • Monitor property-level trends and investigate variances to ensure reporting accuracy.\n\n Fund and Management Reporting \n\n • Lead preparing quarterly fund reporting packages and supporting analyses.\n, • Lead preparation of Senior Management Team reporting packages.\n, • Coordinate with cross-functional teams to collect, validate, and reconcile information used in management reporting.\n\n Process Improvement \n\n • Identify opportunities to improve reporting processes, automate recurring analyses, and strengthen reporting controls, including use of data tools and AI where applicable\n, • Develop and maintain reporting trackers, schedules, and documentation that improve reporting efficiency and accuracy.\n\n Qualifications \n\n • Bachelor's degree in Accounting required.\n, • Active CPA license required.\n, • 3-5 years of public accounting and/or SEC reporting experience.\n, • Big 4 public accounting experience strongly preferred.\n, • Strong knowledge of U.S. GAAP and SEC reporting requirements.\n, • REIT and/or commercial real estate experience strongly preferred.\n, • Experience supporting public company quarterly and annual reporting processes.\n, • Advanced Excel skills with ability to work extensively with large datasets and complex reporting workbooks.\n, • Strong analytical and problem-solving skills.\n, • Exceptional attention to detail and commitment to accuracy.\n, • Proven ability to manage multiple competing priorities and meet tight deadlines.\n, • Demonstrated ability to work independently, identify issues proactively, and drive projects to completion.\n, • Strong verbal and written communication skills and ability to work effectively across departments.\n\n Key Success Characteristics \n\n • Ownership mentality and bias toward action.\n, • Highly organized and deadline driven.\n, • Proactive communicator who escalates issues early.\n, • Ability to independently research, analyze, and document accounting conclusions.\n, • Strong judgment and attention to detail.\n, • Capable of balancing numerous reporting deliverables simultaneously while maintaining accuracy.\n\n \n The base salary compensation range for this role reflects the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Compensation decisions are dependent on the facts and circumstances of each individual. A reasonable estimate of the current base salary range for this position is $95,000 to $120,000. \n \n Employees are eligible to participate in an annual discretionary bonus program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. \n \n Robust benefits package available, including 401(k) with company match, up to 20 days Paid Time Off (PTO), and eligibility to participate in employee stock purchasing program at a discount. \n \n Acadia Realty is an Equal Opportunity Employer - M/F/Veteran/Disability/

AVR Realty Company is a leading private real estate development, investment, and management firm. The company was founded by Allan V. Rose and is headquartered in Yonkers, New York. The portfolio spans 20 states and over 50 cities and includes hotels, multifamily apartments, retail centers, office buildings, industrial assets, and ground-up developments. \n \n AVR Realty has built its reputation for vision, innovation, and quality over the firm’s 70-year history. Award-winning assets in the portfolio include The Roosevelt Hotel in New Orleans, The Boulevard within a master-planned community in Brookhaven, NY, and the Renaissance Hotel at the gateway complex in Atlanta. \n \n AVR’s capability to own and operate all aspects of large-scale developments is unique and comes from an extensive development history with over 100 projects built nationwide. \n \n Opportunity and Position Summary: \n Join our dynamic team as a Real Estate Associate! In this role, you will own the day-to-day asset management of a diverse, multi-asset-class portfolio, including multifamily, hotel, and retail properties. Reporting directly to senior leadership, you will serve as the primary point of contact for these assets, driving financial and operational performance, leading recurring reporting and partner calls, and managing capital and financing initiatives from concept through execution. This is a high-visibility role with broad ownership across the full asset management lifecycle, combining qualitative and quantitative responsibilities and requiring strong financial, analytical, communication, and project management skills. At AVR Realty, we believe in the power of teamwork and encourage everyone to contribute ideas and drive outcomes. \n \n Primary Duties and Responsibilities: \n • Lead the review of monthly financial reporting packages across multifamily, retail, and hotel assets, and approve monthly financial data submitted to lenders \n • Manage the annual business planning and budgeting process for assets across the portfolio, partnering with internal leadership and third-party operators \n • Oversee capital expenditure programs end to end: scope, design, timeline, and cost \n • Source, evaluate, and manage third-party vendors and contractors for capital and renovation projects, including preparing and reviewing RFQs and competitive bids, selecting contractors, and overseeing execution through completion \n • Manage refinancing and financing initiatives across the portfolio, including preparing and reviewing lender presentations, coordinating third-party diligence, and developing recommendations on loan terms, sizing, and lender selection \n • Lead recurring asset management calls with operating partners, covering revenue, renewals, capital expenditures, and marketing \n • Conduct periodic site visits and property inspections \n • Manage portfolio compliance and reporting obligations, including tax appeals, lender compliance requests, and the portfolio’s mortgage dashboard \n • Oversee insurance and risk policy reviews and help manage legal and insurance claims \n • Identify and implement operational process improvements and new technology, including AI tools, to streamline workflows and enhance reporting \n • Develop and implement turnaround strategies for underperforming assets \n \n Requirements: \n • All candidates must have a BA or BS degree from an accredited institution, with preferred degrees in real estate, finance, business, accounting, economics, or a related area. Candidates must possess robust academic qualifications \n • Strong interest in real estate and 2–4 years of real estate finance, asset management, or related experience \n • Advanced Excel and financial modeling skills; this will be tested in the interview process \n • Working knowledge of real estate debt and capital markets, including loan documents, covenants, and the refinancing and loan-sizing process \n • Demonstrated ability to take ownership of projects and manage multiple workstreams simultaneously from start to finish \n • Ability to work in a fast-paced environment and consistently meet deadlines \n • Strong attention to detail and well-developed organizational and project management skills \n • Excellent written and verbal communication skills, including the ability to interact directly with lenders, operating partners, and senior leadership \n • Strong problem-solving skills and the ability to make sound, independent decisions \n • Ability to prioritize, multi-task under pressure, and work both independently and collaboratively \n • Leadership ability and a willingness to mentor and develop analysts \n • Positive attitude and desire to take ownership of work product \n \n Location and Work Arrangement: \n This position is based at AVR Realty’s headquarters in Yonkers, NY. The role follows a hybrid schedule with three days per week in the office, subject to change at the company’s discretion. \n \n Compensation and Benefits: \n The base pay scale for this position is $115,000 plus annually. AVR’s base pay scale depends on geographic location, business line, years of experience, and other qualifications of the successful candidate. The successful candidate will be eligible for a bonus. AVR is an equal opportunity employer. The base pay scale is accurate as of the date of this posting. AVR reserves the right to modify this information at any time, subject to applicable law. \n \n We offer a competitive 401k plan with a company match. We offer a comprehensive range of benefits designed to support your physical and mental health. This includes a robust benefits package that provides medical, dental, and vision insurance for you and your dependents. We are committed to creating an environment where our employees feel supported and valued.

Controller (Family Office) \n\n • $170,000 - 210,000 Base Salary + Bonus\n, • Fully Remote. Occasionally Travel to meet with Family to discuss finances (NY/NJ Area)\n, • .High Profile Family. Your job will be split between their FO and Foundation. You'll be responsible for all Accounting/Ops/Compliance. This role is not Fund or Investment Accounting.\n\n \n True Needs: \n\n • Hands-on controller who has personally run full cycle accounting/QBO recently\n, • Multi-entity experience\n, • Strong ops/admin range (payroll, bill pay, reimbursements, insurance, compliance)\n, • Family office, private wealth, or foundation exposure a plus\n, • CPA or equivalent hands-on controller experience\n, • Automation/AI mindset a plus\n\n \n About the Opportunity \n Our client is seeking a highly organized, hands-on, and entrepreneurial Controller to manage and optimize the internal financial infrastructure for a lean, high-growth Family Office and global Foundation. \n \n This role is designed for an operator who excels in a direct-support environment to a high-net-worth principal. The ideal candidate will seamlessly balance corporate accounting, foundation compliance, and personal financial management with a high degree of precision, discretion, and operational ownership. \n \n Key Responsibilities \n Financial Operations & Management \n\n • Full-Cycle Accounting: Manage daily general ledger operations, monthly/quarterly/annual closes, bank reconciliations, accruals, and financial statement preparation (Balance Sheet, Income Statement, Cash Flow).\n, • Accounts Payable & Cash Management: Oversee all bill pay, wire transfers, ACH payments, and expense management, ensuring proper coding and record-keeping.\n, • Payroll Processing: Execute bi-weekly payroll for core office staff and handle necessary payroll journal entries and reconciliations.\n\n \n Personal Finance & Foundation Compliance \n\n • Principal Personal Finances: Manage all accounting, personal expense tracking, travel policy oversight, and credit card/reimbursement processing for the Principal.\n, • Foundation & Compliance: Oversee foundation accounting, tracking grant distributions, coordinating annual audits, and preparing materials for tax filings (including Form 990-PF / 4990 compliance).\n, • Vendor & Tax Liaison: Serve as the primary operational contact for external tax accounting firms, auditors, insurance brokers, and legal partners.\n\n \n Process Automation & Systems \n\n • Systems Maintenance: Utilize and manage core accounting software platforms (QuickBooks Online, payroll tools, and expense/AP systems.\n, • Workflow Automation: Identify opportunities to automate manual workflows, build clean data feeds, and improve reporting efficiency across entities.\n\n \n Candidate Qualifications \n Experience: 7-10+ years of progressive accounting experience, with demonstrated ownership in a Family Office, single-founder business, high-net-worth personal finance seat, or boutique accounting firm setting. \n \n Technical Skills: \n\n • Deep proficiency in QuickBooks Online (QBO) and modern financial technology tools.\n, • Accounting Rigor: Hands-on multi-entity accounting background with a clear understanding of general ledger mechanics, tax compliance, and payroll processing. Big 4 or public audit background is a strong plus.\n, • Execution Focus: A true "operator" mindset—someone who embraces hands-on execution (data entry, reconciliations, bill pay) rather than solely managing external teams.\n, • Communication & Discretion: Exceptional attention to detail, strong communication skills, and absolute discretion when handling sensitive financial and personal data.\n, • Credentials: CPA or CPA candidate preferred, but relevant hands-on operational track record is paramount.\n\n \n \n \n By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. \n \n Equal Opportunity Notice \n Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact HR@vaco.com . \n \n Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. \n \n Representation Notice \n By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. \n \n For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client. \n \n Privacy Notice \n Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies. \n \n\n • \n, • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.\n, • \n, • Virginia residents may access our state specific policies here.\n, • \n, • Residents of all other states may access our policies here.\n, • \n, • Canadian residents may access our policies in English here and in French here.\n, • \n, • Residents of countries governed by GDPR and UK GDPR may access our policies here.\n\n, • \n \n Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring. \n \n Pay Transparency Notice \n Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: \n \n · the individual's skill sets, experience and training; \n \n · licensure and certification requirements; \n \n · office location and other geographic considerations; and \n \n · other business and organizational needs. \n \n With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).

Job Title: Senior Accountant - Financial Reporting \n Location: On Site - White Plains, New York, United States \n Salary: $90,000-$130,000 \n Skills: REIT, GAAP, SEC, Accounting, Financial reporting, Real Estate \n \n The Opportunity: \n Join a real estate organization focused on acquiring, managing, and developing properties that deliver long-term value. This opportunity offers a senior accounting professional the chance to support REIT financial reporting, strengthen accounting controls, and contribute to accurate, timely financial statements. Based on site in White Plains, New York, you will partner with colleagues across finance and real estate operations. \n \n Responsibilities: \n\n • Prepare and review financial statements and supporting schedules in accordance with GAAP.\n, • Coordinate quarterly and annual reporting requirements, including SEC filings and disclosures.\n, • Manage accounting activities for real estate properties, including reconciliations, accruals, and close processes.\n, • Analyze financial results, investigate variances, and communicate findings to stakeholders.\n, • Support the monthly, quarterly, and year-end close, ensuring accuracy and timely completion.\n, • Maintain and enhance accounting policies, internal controls, and documentation.\n, • Coordinate with external auditors and respond to audit requests.\n\n \n Must-Have Skills: \n\n • Strong knowledge of GAAP and financial reporting requirements.\n, • Experience preparing or supporting SEC filings and public-company reporting.\n, • Proficiency in general ledger accounting, account reconciliations, and close processes.\n, • Strong analytical skills and attention to detail, with the ability to meet reporting deadlines.\n\n \n Nice-to-Have Skills: \n\n • Experience with REIT-specific accounting, disclosures, and compliance requirements.\n, • Exposure to real estate property management or investment accounting.\n, • Familiarity with enterprise accounting systems and financial reporting tools.\n, • Experience improving accounting processes and internal controls.\n, • Ability to collaborate effectively with auditors and cross-functional teams.\n

Fund Accountant Location: New York, NY (In-Office) Employment Type: Full-Time Ready to make your first move out of public accounting? We're partnering with a well-established alternative investment firm seeking a Fund Accountant to join its growing finance team. This opportunity is ideal for someone with 2-3 years of public accounting experience who wants to transition into the investment world and gain hands-on exposure to private equity, private credit, fund operations, financial reporting, and investment accounting. If you've spent the last few years auditing investment management clients and are looking for an opportunity to apply what you've learned in a more strategic, business-facing environment, this role offers an excellent next step. Position Overview As a Fund Accountant, you'll work closely with experienced finance professionals and external service providers to support the accounting, reporting, and operations of various investment vehicles. This role provides broad exposure across fund accounting, financial reporting, investment activity, and audit coordination while offering significant opportunities for professional development and career growth. Responsibilities • Assist with the preparation and review of quarterly and annual fund financial statements, • Support external audit processes and coordinate with auditors and other service providers, • Review NAV packages, supporting schedules, and fund-level reporting, • Track and analyze fund expenses, accruals, and allocations, • Support capital calls, investor distributions, and related fund activity, • Assist with treasury and cash management processes, • Monitor portfolio activity and perform account reconciliations, • Collaborate with administrators, tax advisors, and internal stakeholders to ensure timely and accurate reporting, • Assist with regulatory and compliance-related reporting requirements, • Participate in special projects and process improvement initiatives Qualifications • 2-3 years of public accounting experience, • Big 4 or Top 10 public accounting experience strongly preferred, • Experience working with private equity, private credit, hedge fund, asset management, or alternative investment clients, • Bachelor's degree in Accounting, Finance, or a related field, • CPA completed, in progress, or actively pursuing preferred, • Strong analytical, organizational, and problem-solving abilities, • Advanced proficiency in Microsoft Excel, • Excellent communication skills and attention to detail, • Ability to manage multiple priorities in a fast-paced environment Ideal Candidate This opportunity is particularly attractive for: • Audit Associates and Senior Associates seeking their first move out of public accounting, • Professionals with exposure to alternative investments and investment management clients, • Individuals interested in developing long-term careers within private markets and alternative investments, • Candidates looking for greater business exposure and ownership than a traditional audit role can provide Why Consider This Role? • Excellent first move from public accounting into industry, • Exposure to sophisticated alternative investment strategies, • Direct interaction with experienced finance and investment professionals, • Strong mentorship and learning environment, • Visibility across accounting, operations, and fund management functions, • Long-term career growth potential within a respected investment platform Compensation Base Salary: $95,000 - $120,000 Final compensation will be determined based on experience, qualifications, credentials, and overall fit. Eligible employees may also participate in bonus and incentive programs. Benefits Eligible employees may have access to: • Medical, dental, and vision insurance, • Paid time off and company holidays, • 401(k) retirement savings plan, • Life and disability insurance, • Employee assistance programs, • Additional company-sponsored benefits and wellness programs Work Authorization Applicants must be legally authorized to work in the United States without current or future sponsorship requirements. Background Screening Where permitted by law, a background check may be conducted following a conditional offer of employment. Equal Opportunity Employer Our client is committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, citizenship status, or any other status protected by applicable federal, state, or local law. Reasonable Accommodation Applicants requiring reasonable accommodation during the application or interview process are encouraged to request assistance. Accommodations will be provided in accordance with applicable law.

Senior Director, Real Estate Tax (Transactions) · New York, NY · In-office · Full-time Our client, a real estate investment and development firm in New York, is hiring a Senior Director to lead tax structuring and execution on complex real estate transactions, working closely with senior investment, legal and finance leadership. Responsibilities • Lead tax structuring and execution for real estate deals: buying and selling properties, forming funds and setting up joint ventures., • Work with outside advisors to structure U.S. and cross-border funds and JVs that bring in capital from U.S. and non-U.S. investors., • Apply FIRPTA and U.S. foreign withholding rules to inbound investment., • Review purchase and sale agreements, partnership agreements and other deal documents, focusing on how tax items are allocated., • Spot and resolve tax issues across a property’s or portfolio’s life: acquisition, ownership and exit., • Measure transaction tax risk and present it clearly to senior management., • Oversee REIT due diligence and quarterly and annual REIT testing., • Direct outside accounting firms and law firms, critically review their advice and opinions, and negotiate the representations those firms require. Requirements • 8+ years of tax experience centered on structuring real estate deals, • Deep knowledge of partnership tax, REIT tax and FIRPTA, applied on large, complex transactions, • A track record of running deals from structuring and diligence through closing and post-closing implementation, • Experience advising on private equity real estate, fund structures and joint venture structures, including cross-border investment, • Leadership experience, including mentoring junior team members, • Ability to explain technical tax issues to executives and non-tax stakeholders, and to manage several priority transactions at once, • Bachelor’s degree required; JD/LLM, MBA or CPA strongly preferred, • Comfort using AI or automation tools in day-to-day work

Controller - NYC Endowment A global endowment located in NYC is seeking a Controller to join their team. The Controller will be a key member of a small, collaborative team responsible for the accounting and financial reporting of the endowment and related entities. This is a hands-on role with broad exposure across accounting, audit, governance, and operational support. Responsibilities • Lead monthly, quarterly, and annual accounting activities, including journal entries, reconciliations, and financial statement preparation, • Ensure reporting is maintained in accordance with U.S. GAAP and internal policies, • Oversee and review third-party fund administrators and accounting providers, • Serve as primary liaison for audit and tax matters, • Coordinate audit committee materials, governance documentation, and meeting deliverables, • Identify financial reporting risks and recommend process improvements, • Support vendor management and operational initiatives Qualifications: • BA/BS degree in Accounting, • CPA preferred, • 5+ years of relevant accounting experience (investment, fund, endowment, or financial services), • Strong knowledge of U.S. GAAP, • Proficiency in Excel; familiarity with systems such as QuickBooks, Dynamo, BNY, TPM/Caissa, or Private I is a plus, • Knowledge of asset allocation and alternative investments preferred Compensation $160-180K base plus bonus and strong benefits. This role also offers a hybrid in-office work schedule. If you're an ambitious accounting professional looking to join a collaborative, growth-focused environment, please email Chuck Abba at .

Our client is a growing Alternative Investment Firm based in NYC currently seeking to add a talented Director of Finance to their growing Accounting and Finance Team, this position will reporting directly to the CFO, straddle the following responsibilities; Tax, Fund Accounting, Valuations, Finance/

We are partnered with a leading asset management firm seeking a Partnership Tax Manager. This individual will play a key role in supporting the tax compliance, reporting, and planning functions across a diverse portfolio of investment funds and management entities. The ideal candidate will have strong partnership tax experience, a solid understanding of alternative investments, and the ability to collaborate with internal stakeholders and external advisors in a fast-paced environment. Responsibilities • Manage the U.S. partnership tax compliance process for investment funds, management companies, and related entities., • Review federal, state, and local partnership tax returns (Forms 1065) and investor Schedule K-1s prepared by external service providers., • Coordinate quarterly tax estimates, extensions, and annual filings across multiple investment vehicles., • Review partnership allocations, capital account reporting, and waterfall calculations., • Partner with fund accounting, finance, legal, and investor relations teams to ensure accurate tax reporting and investor communications. Qualifications • Bachelor's degree in Accounting, Finance, or a related field., • CPA or Master's in Taxation preferred., • 5–10 years of partnership tax experience within public accounting, an alternative asset manager, family office, or private equity firm., • Strong technical knowledge of Subchapter K partnership taxation., • Experience reviewing Forms 1065 and Schedule K-1 reporting., • Familiarity with private equity, hedge funds, credit funds, real estate funds, or other alternative investment structures., • Experience working with external tax preparers and managing multiple filing deadlines., • Excellent analytical, organizational, and communication skills., • Ability to prioritize competing deadlines in a fast-paced environment., • Advanced proficiency in Microsoft Excel. For more information regarding this position or other tax opportunities, feel free to reach out to .

About the Role Ledgend Group is conducting a search on behalf of a leading global M&A advisory firm, part of a major international bank, for an Investment Banking Associate (Associate 1 or Associate 2) to join its Industrials group in New York. The team advises corporate and financial sponsor clients on sell-side and buy-side M&A across capital goods, environmental services, industrial technology and multi-industry sectors. Responsibilities • Execute sell-side and buy-side M&A transactions from pitch through close, • Build and maintain financial models, including operating models, DCF, LBO, merger and accretion/dilution analyses, • Prepare CIMs, management presentations, pitch books and board materials, • Manage due diligence processes and coordinate with clients, counterparties and advisors, • Supervise and develop analysts on deal teams, • Support senior bankers on business development and client coverage Qualifications • Bachelor’s degree with 3+ years of investment banking, corporate finance or M&A experience at a top-tier firm, or an MBA with post-MBA investment banking experience, • Industrials investment banking experience strongly preferred, • Strong financial modeling, valuation and accounting skills, • Excellent written and verbal communication skills, • Ability to manage multiple workstreams in a fast-paced environment, • FINRA Series 79 and 63 preferred Compensation The base salary range for this position is $175,000 to $225,000, plus a discretionary bonus and a comprehensive benefits package. Work Authorization Candidates must be authorized to work in the United States. Visa sponsorship is not available for this position.

About PCM Encore Help Build the Wealth Management Firm of the Future. What if you could combine the resources of a leading wealth management institution, the technology of a Silicon Valley startup, and an ownership opportunity in a rapidly growing firm founded by a proven entrepreneur? That’s what we’re building at PCM Encore. PCM Encore is a rapidly growing, founder-led wealth management firm and multi-family office. In less than two years, we’ve grown to more than $2 billion in client assets by combining sophisticated investment management, tax strategy, family office services, and a technology-driven approach to client acquisition and service. But we’re just getting started. Technology Is at the Center of Everything We Do We believe the wealth management industry is on the verge of a fundamental transformation driven by artificial intelligence, automation, and better software. Most wealth management firms rely on legacy technology and processes that haven’t meaningfully changed in decades. We’re building something different. Our advisors work alongside software engineers, investment professionals, and entrepreneurs to develop proprietary technology designed to eliminate repetitive work, improve client outcomes, and dramatically increase advisor productivity. Our ambition is simple: Give exceptional wealth management professionals the technology and resources to accomplish more than they could anywhere else. We want our people spending less time on administrative tasks and more time doing what matters: solving complex problems, building client relationships, and delivering exceptional advice. Built by Entrepreneurs, Not Career Bankers PCM Encore was founded by Mike Paulus, former Founding President of Addepar and co-founder of Assurance IQ. Mike helped build Addepar into one of the wealth management industry’s leading technology platforms before co-founding Assurance IQ, which was acquired by Prudential for $2.35 billion. Today, we’re bringing that same entrepreneurial approach to wealth management. We’re combining Silicon Valley’s approach to technology, talent, and innovation with the sophistication and personal relationships that define exceptional wealth management. An Institutional-Quality Platform Without the Bureaucracy Through our strategic relationship with Morgan Stanley and Graystone Consulting, led by Mark Curtis, our clients benefit from sophisticated investment capabilities and institutional resources. Our platform combines traditional wealth management with advanced tax planning, proprietary investment opportunities, accounting, and comprehensive family office services. We believe advisors should have access to exceptional resources without sacrificing the agility, autonomy, and personal service of an independent firm. Build Equity, Not Just a Career At most established wealth management firms, you’re helping build someone else’s business. At PCM Encore, we want our employees to participate directly in the value they help create. Our compensation philosophy includes broad-based equity ownership and revenue-sharing opportunities, aligning our team’s success with the long-term growth of the firm. We’re looking for ambitious people who want more than a conventional career path. People who want to take ownership, influence how the business operates, and help build something that could become one of the defining wealth management companies of the next generation. Why Join Now? • We’ve already demonstrated significant early traction, growing to more than $2 billion in client assets in under 24 months., • We’re investing in technology, expanding our capabilities, and assembling a team of exceptional professionals who want to rethink how wealth management works., • Joining now means having a meaningful voice in how the company develops, working directly with its founders, and participating in the growth of a business with substantial ambitions., • We’re not looking for people who simply want to work at another wealth management firm. We’re looking for people who want to help build a better one. Location: New York City (Hybrid) Department: Client Service / Wealth Advisory / Relationship Management Reports To: Head of Wealth Advisory Position Overview We are a growing multi-family office seeking an experienced and highly motivated Private Wealth Advisor who will serve as the primary financial planning and relationship lead for assigned households. This role delivers proactive, comprehensive wealth planning; partners with internal specialists; and ensures a high-touch, consistent client experience throughout the client lifecycle. The ideal candidate will possess strong relationship management capabilities, exceptional attention to detail, and an understanding of holistic financial planning development. They will play a critical role in supporting our clients through their wealth management journey by being the primary point of contact for all conversations, analyzing all components of the client’s financial picture, and partnering with internal and external teams to provide unique, suitable, and sophisticated solutions based on client needs. Key Responsibilities Client Onboarding & Relationship Management • Conduct welcome calls and all ongoing financial planning meetings, involving Investment Policy Committee (IPC), Tax Advisor, and other team members when appropriate., • Serve as the primary point of contact for all client questions and planning needs., • Maintain accurate and complete client profiles in Salesforce, Orion, and our planning software., • Onboard up to three households per week, with an expectation of managing 120+ households at full capacity. Financial Planning & Advice • Develop, maintain, and update comprehensive and holistic financial plans., • Provide ongoing, proactive planning recommendations aligned with client goals., • Coordinate planning efforts with internal Tax, Estate, and Investment partners., • Identify clients who may be appropriate for unique or opportunistic investment solutions, in collaboration with IPC. Investment & Account Coordination • Partner with IPC to build and implement customized investment recommendations. For less-tailored portfolios, build recommendations without involving IPC., • Meet with IPC & Tax at least yearly to review suitability and accuracy of client portfolios., • Review client billing in partnership with IPC and/or Compliance, as appropriate. Client Engagement & Operations • Prepare for and lead client meetings, including necessary research and collaboration with other teams, as well as meeting follow-up., • Conduct proactive client outreach beyond scheduled meetings., • Schedule and manage client meeting cadence, leveraging technology where possible., • Request and coordinate client swag and appreciation initiatives., • Manage client meeting logistics, documentation, and action items. Qualifications • Minimum of 3 years of experience as a Wealth Advisor or Financial Planner in a wealth management, RIA, or family office setting, during which time you owned the relationship for at least 80 households., • Strong technical foundation in financial planning, investments, and tax-aware strategies., • Excellent client communication and relationship management skills., • Familiarity with tailored investment instruments such as direct indexing, private credit, Opportunity Zone investments, alternatives, bond laddering, etc., • High attention to detail and ability to manage multiple client relationships simultaneously., • Collaborative mindset with comfort working alongside investment, tax, and operations teams., • Series 65 required, CFP® or similar preferred. Desired Characteristics • Intellectual curiosity and passion for wealth advisory., • Strong organizational and project management skills., • Ability to communicate sophisticated financial planning concepts to both teammates and clients., • Process-oriented mindset combined with strategic thinking., • Team-first attitude with a willingness to take ownership of outcomes., • High degree of professionalism, discretion, and client service orientation. Compensation Structure • Base Salary: $150,000 to $180,000, depending on tenure/experience with managing a dedicated book of clients. For exceptional talent, there is flexibility above existing compensation range., • Revenue sharing on book: To be built out

Responsibilities • Oversee quarterly and annual close activities and SEC reporting, including Forms 10-Q and 10-K, in collaboration with accounting teams and fund administrators., • Validate accounting workpapers, journal entries, financial statements, and disclosures, applying technical research to address U.S. GAAP and regulatory requirements., • Assess investment valuation support and its impact on financial statements and disclosures., • Facilitate external audits and tax filings by organizing supporting schedules, documentation, and responses to inquiries., • Administer SBA and SBIC reporting requirements, including regulatory filings, examinations, and standalone financial statements., • Direct SOX compliance activities, including control documentation, testing coordination, and record retention., • Compile quarterly management and Board reporting materials and investment performance information., • Verify borrower interest calculations, balances, accruals, and fees, and oversee invoice distribution., • Monitor cash flow forecasts and cash application activities in coordination with external service providers., • Contribute to credit facility reporting and financing activities through financial analysis, documentation, and due diligence support. Requirements • 8–12 years of SEC reporting experience., • Financial services experience preferred; candidates from other industries with strong SEC reporting expertise will be considered., • Business development company accounting and reporting experience strongly preferred., • Strong knowledge of U.S. GAAP, financial statement preparation, SEC disclosures, and technical accounting research., • Experience with investment accounting and valuations, audit and tax coordination, and SOX compliance., • Familiarity with SBA and SBIC reporting, credit facility reporting, and cash management preferred., • Hands-on approach with the ability to work independently and collaborate across accounting teams and external service providers., • Excellent written and verbal communication skills., • Detail-oriented and highly analytical, with strong organizational skills and the ability to manage multiple priorities and meet deadlines., • CPA required. JobID: 48716

We are working with a leading global financial services firm that is looking to add an AVP of Financial Reporting & Legal Entity Control to its New York finance team. This is a broad accounting and controllership role with exposure to financial reporting, legal entity accounting, consolidations, month-end close, balance sheet substantiation, transaction accounting, and senior management reporting. The position is a strong opportunity for someone coming from a financial services accounting environment or Big Four audit who wants broader ownership and exposure across a complex financial institution. Responsibilities • Provide legal entity controllership and financial reporting support across multiple entities under US GAAP, • Oversee portions of the monthly and quarterly close process, including journal entries, accruals, intercompany activity, financing activity, investment activity, and consolidations, • Prepare and review quarterly and annual financial statements, • Perform monthly balance sheet and income statement substantiation and investigate material variances, • Prepare monthly and quarterly analytical reporting, including commentary on balance sheet and P&L movements, • Partner closely with Corporate Accounting, SEC Reporting, Regulatory Reporting, Product Control, Treasury, Tax, Technical Accounting, FP&A, and other finance teams, • Support new transactions, entity restructurings, and other business activity requiring accounting analysis, • Assist with regulatory and external financial reporting requirements, • Support senior management reporting and presentations related to consolidated financial results, • Help improve accounting processes, controls, reporting efficiency, and systems, • Assist in mentoring and developing junior members of the accounting team Qualifications • Bachelor’s degree in Accounting required, • Approximately 5 to 8 years of accounting and financial reporting experience, • CPA preferred, • Experience within a financial services company, investment bank, broker-dealer, capital markets firm, or similar financial institution strongly preferred, • Big Four public accounting experience is highly preferred, • Strong knowledge of US GAAP and financial reporting, • Experience with legal entity accounting, financial statement preparation, month-end close, consolidations, balance sheet reconciliations, and variance analysis, • Experience with Oracle, Essbase, Hyperion HFM, or similar accounting and consolidation systems is a plus Why Consider This Opportunity This role offers broad exposure across financial reporting and controllership within a sophisticated financial services organization. You will work closely with senior finance leadership and partner across Accounting, Treasury, Tax, Product Control, Regulatory Reporting, and other teams while gaining exposure to complex transactions, entity structures, consolidations, and external reporting. This is a strong opportunity for someone looking to move beyond a narrow accounting role and take on broader ownership within a large financial institution. Location: Midtown Manhattan – Hybrid 4 days in office

Investment Banking Experienced Analyst Location: New York, NY Compensation: $100,000–$120,000 base salary + bonus Experience: 1+ year of full-time investment banking experience About the Opportunity We are seeking an Investment Banking Experienced Analyst to join a growing middle-market investment banking platform in New York City. The ideal candidate will have at least one year of full-time investment banking experience and a strong foundation in financial modeling, valuation, M&A, and transaction execution. Candidates with experience at leading middle-market investment banks and advisory firms, with specific sector focus in Industrials and Consumer, middle-market deals will be strongly considered. This is an opportunity for an Analyst to gain significant transaction exposure while working closely with senior bankers and middle-market business owners throughout the M&A and capital-raising process. Key Responsibilities • Support execution of M&A, capital raising, and other strategic advisory transactions, • Build and maintain detailed financial models, including:, • Financial projections, • Discounted cash flow analyses, • Transaction and valuation analyses, • Sources & uses, • Sensitivity and scenario analyses, • Conduct company, industry, and market research to support transaction execution and business development, • Prepare and update Confidential Information Memoranda (CIMs), management presentations, pitch books, teasers, and other marketing materials, • Assist with valuation analyses and comparable company and precedent transaction research, • Support senior bankers in managing transaction processes from initial engagement through closing, • Participate in due diligence processes and coordinate information requests with clients, buyers, lenders, attorneys, accountants, and other transaction professionals, • Analyze financial statements and identify key business and transaction considerations, • Assist with buyer identification, marketing processes, and management presentations, • Communicate directly with clients and other transaction counterparties as responsibilities increase, • Provide analytical and execution support across multiple transactions simultaneously Preferred Qualifications • 2+ year of full-time investment banking experience, • Experience at a middle-market investment bank or advisory firm preferred, • Strong financial modeling and valuation skills, • Demonstrated understanding of M&A transaction processes, • Excellent financial statement analysis skills, • Strong proficiency in Microsoft Excel and PowerPoint, • Ability to create high-quality client-facing presentations and written materials, • Strong analytical, quantitative, and problem-solving abilities, • Excellent attention to detail and organizational skills, • Ability to manage multiple projects and deadlines in a fast-paced environment, • Strong written and verbal communication skills, • Bachelor's degree in Finance, Accounting, Economics, or a related field Ideal Candidate Profile The ideal candidate is an Analyst who has already received rigorous transaction experience and is looking to continue building a career in middle-market investment banking. The successful candidate will have meaningful exposure to financial modeling, valuation, transaction execution, client interaction, and preparation of marketing and transaction materials. Candidates who have worked on middle-market M&A and capital-raising transactions and are comfortable operating in a lean, entrepreneurial investment banking environment will be particularly well suited to the role. Compensation & Location • Base Salary: $100,000–$120,000, • Bonus: Eligible for performance-based bonus compensation, • Location: New York City, • Employment: Full-time, NYC-based

Senior Associate, Restructuring & Turnaround Advisory About Us We are a boutique restructuring and turnaround advisory firm focused on helping middle-market companies, lenders, investors, and stakeholders navigate periods of financial and operational change. Our lean team structure provides professionals with meaningful client exposure, direct access to senior leadership, and significant responsibility from day one. Position Overview We are seeking a highly analytical and entrepreneurial Senior Associate to support restructuring, turnaround, and performance improvement engagements. The ideal candidate will thrive in a hands-on environment, manage workstreams independently, and contribute directly to client outcomes. Key Responsibilities • Build and maintain financial models, liquidity analyses, and cash flow forecasts., • Analyze business performance, capital structures, and operational challenges to identify risks and opportunities., • Support restructuring, turnaround, and special situations engagements for middle-market clients., • Prepare client presentations, board materials, and stakeholder communications., • Participate in lender, investor, and management discussions., • Conduct financial and operational diligence and develop actionable recommendations., • Manage multiple workstreams simultaneously and contribute to project execution from planning through implementation., • Mentor and review the work of junior team members as needed. Qualifications • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field., • 3-6 years of experience in restructuring, turnaround consulting, transaction advisory, investment banking, corporate finance, or a related discipline., • Strong financial modeling and analytical capabilities., • Advanced proficiency in Excel and PowerPoint., • Excellent communication, presentation, and problem-solving skills., • CPA, CFA, CIRA, or similar credentials are a plus. What Sets This Role Apart • Significant client interaction and exposure to senior executives., • Opportunity to work across a variety of industries and complex situations., • Entrepreneurial culture with a high degree of autonomy and responsibility., • Direct mentorship from experienced restructuring professionals., • Accelerated professional development and advancement opportunities.

DRA Advisors LLC is a New York-based registered investment advisor specializing in real estate investment management services for institutional and private investors, including pension funds, university endowments, sovereign wealth funds, foundations, and insurance companies. Since its inception in 1986, the firm has expanded with additional offices in Miami and San Francisco and has acquired approximately $44 billion of real estate. Essential Duties and Responsibilities The Associate, Portfolio Management, manages assigned commercial real estate property/portfolio-level responsibilities with minimal supervision. Working across the organization, the Associate monitors performance, manages cash needs, supports transactions, and addresses issues throughout the investment life cycle. Portfolio and Property Management · Develop and maintain a strong understanding of assigned properties, portfolio strategies, and business plans, and communicate them effectively to internal stakeholders. · Monitor property/portfolio performance by reviewing monthly reporting, budgets, CAM reconciliations, reforecasts, and variances; identify issues and coordinate solutions with Asset Management and Acquisitions. · Prepare and update IRR projections, review joint venture waterfall provisions, and analyze Argus cash flows and key assumptions. · Explain changes in projected returns and calculate property- and portfolio-level returns and distributions for Portfolio Manager review. Financing and Lender Management · Understand key loan provisions, including reporting requirements, financial covenants, reserves, and deadlines. · Coordinate with lenders and internal teams to satisfy reporting requirements, respond to requests, and resolve issues before deadlines. · Manage lender earnouts, including deadlines, performance calculations, coordination, and required submissions. · Analyze loans and refinancing opportunities; monitor hedging positions, lender escrows, and draw requests. Cash Management and Accounting · Manage property cash needs, including operating and capital funding requests. · Prepare cash flow projections to identify funding needs and support capital calls. · Review bank reconciliations and audit adjustments. · Coordinate audits and prepare documentation and follow-up items. · Prepare and review acquisition closing entries, post-closing memorandums, transaction true-ups, and outstanding items. Transactions · Support property dispositions by reviewing estoppels, prorations, prepayment fees, closing costs, and closing statements. · Prepare sale waterfalls and distribution calculations, including final IRR and equity multiple calculations, for Portfolio Manager review. Investor Reporting and Other Responsibilities · Assist with quarterly investor reports and responses to investor requests. · Identify opportunities to improve processes and reporting. · Perform other duties as assigned. Education and Experience · Bachelor’s degree in Finance or Accounting required. · 5+ years of experience in real estate accounting and investments required. Skills and Competencies · Yardi experience preferred but not required. · Exceptional proficiency in Excel. · Proficiency in using AI tools to enhance analysis, reporting, and process efficiency. · Strong analytical and problem-solving skills, with excellent attention to detail. · Ability to manage multiple priorities, work independently, plan ahead, and meet deadlines. · Strong written and verbal communication skills, with the ability to synthesize information, present recommendations, and collaborate effectively with internal and external partners. Location: New York City The base salary for this position may range from $160,000-$180,000 with eligibility for an annual discretionary bonus. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility and qualifications. DRA Advisors offers a competitive benefits package, 401k employer match, PTO, etc.

We’re looking for a motivated Tax Associate / Senior Tax Associate to join an in-house tax team at a well-established real estate investment firm in New York City. This is an opportunity to work on complex real estate partnerships, investment funds, and joint ventures while gaining hands-on experience with partnership taxation, multi-state compliance, and investor reporting. The ideal candidate has a strong background in partnership tax preparation, excellent attention to detail, and the ability to manage multiple deadlines in a fast-paced environment. This role offers exposure to a diverse real estate portfolio, collaboration with senior leadership and cross-functional teams, and the opportunity to grow within an entrepreneurial organization. Skills, Knowledge & Qualifications • Bachelor’s degree in Accounting required; Master’s in Taxation preferred, • 2–5 years of public accounting experience, ideally working with real estate clients, partnerships, or investment funds, • Strong knowledge of partnership taxation, including Form 1065 and Schedule K-1 preparation, • Experience preparing federal, state, and local tax returns and multi-state filings, • Knowledge of tax basis calculations, capital account reconciliations, and tax workpapers, • Experience with state composite returns, nonresident withholding, and pass-through entity tax (PTET) elections, • Familiarity with real estate tax filings, including NYC Real Property Income and Expense (RPIE) reports, is a plus, • Proficiency with tax preparation software; CCH Axcess or ProSystem fx experience preferred, • Advanced Microsoft Excel skills, • CPA eligible or actively pursuing CPA licensure preferred, • Strong analytical, organizational, and problem-solving skills, • Excellent written and verbal communication skills, • Ability to manage multiple deadlines and work extended hours during peak tax seasons, • Team-oriented professional who takes initiative and looks for ways to improve tax processes

The Head of Finance owns Payra's entire finance function: strategy, planning, accounting, banking, capital, and the economics of our payments platform. Accounting, Close, and Finance Operations. Background in strategic finance, investment banking, private equity, growth equity, or corporate developm

Firm: >25b Credit Fund in Midtown, HYBRID 3 DAYS IN OFFICE Title: Controller (#2 to the CFO) Compensation: 250-350k total comp (Base + Bonus) Looking for: 9-20 years of experience from a hedge, Pe or Credit fund. A NYC based Private Equity Firm (Closed and Open ended funds) is looking to bring on an Controller to join their team. This will be the #2 to the CFO The ideal profile is for a candidate with 9++ years of experience from another firm The firm has been a great track record and name in the industry while employing over 60 people. They have a multi-strategy approach doing credit. The successful candidate will have an opportunity to have exposure to all. -Responsible for month end close and accuracy of fund accounting, reporting, analysis and special projects, including developing a comprehensive understanding of products traded and processes utilized. -Oversee business valuations for illiquid portfolio company investments using multiple valuation techniques and update quarterly and annual valuation memos -Managed entire accounting process for two investment vehicles, including coordination of the month-end close process, daily and weekly estimate PnL reporting to front office -Take part in investor relations including reports and occasionally dealing with the investors directly as needed -Monitor illiquid investment valuation models • Assist deal teams on technical accounting reviews and legal diligence of current transactions and acquisitions in pipeline -Review capital call analysis -Work directly with portfolio company CFOs on finance matters -Create automation and work with IT and Consultants on automation Compensation will be commensurate with experience 48052

A Global Bank in New York City is seeking an experienced professional to join their team as AVP of Capital Management. Responsibilities: • Partner with internal teams to support financial objectives, business planning, and strategic initiatives., • Analyze financial resources and recommend improvements to their allocation and use., • Strengthen financial forecasting, scenario analysis, and risk assessment processes., • Support the planning and execution of projects that improve financial performance and operational efficiency., • Maintain and enhance policies, procedures, and controls to support consistent processes and reporting., • Prepare financial analyses and presentations to support leadership decisions and communicate key findings. Qualifications: • Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field preferred; master’s degree a plus., • 4–6+ years of relevant financial services experience, with a strong background in financial planning and analysis., • Strong understanding of corporate finance, accounting, and valuation principles., • Knowledge of regulatory capital requirements, risk-weighted assets, and stress testing frameworks., • Familiarity with corporate and investment banking products and business activities., • Strong analytical and problem-solving skills, with the ability to translate financial and qualitative data into actionable insights., • Ability to manage shifting priorities and deadlines while independently delivering accurate, high-quality work.

Role Summary Assist and support in the origination and execution of transactions for the Infrastructure Debt strategies. Take a leadership role on execution from inception to financial close of transactions. Transition to generate actionable deal opportunities across investment strategies. Support client portfolio management activities as directed. Assist in ongoing transaction monitoring and portfolio management of strategies as needed in conjunction with Asset Management. Key contributor to the execution, origination, structuring, and analysis of new infra debt investments; Presentation to investment committee; Act as a key point person / interface with clients regarding portfolio and relevant operational considerations; Assist in the ongoing monitoring and maintenance of transactions in conjunction with Asset Management Assist in fund raising efforts as directed in conjunction with GCS; Interacting with the rest of the IFM management team and other internal key stakeholders KEY RELATIONSHIPS: Internal • Head of NY Debt Investments, • Debt Investment team, • Asset Management, • Global Client Solutions, • Finance and Operations Groups, • Commercial Group, • Investment Committee External • IFM investors' potential clients and their advisers, • Investor banks/financial market intermediaries, • North American Infrastructure Project owners and developers, • External statutory and regulatory bodies DECISION MAKING AUTHORITY: • Ultimate decision-making authority for IFM Investors as per Delegations of Authority and Executive Accountability Framework. QUALIFICATIONS, KNOWLEDGE, SKILLS, ABILITIES: EXPERIENCE • 2-5 years of banking, credit analysis, project finance, lending and/or financial markets experience, • Relevant degree in Finance, Economics or Accounting QUALIFICATIONS: • Tertiary qualifications in Commerce, Finance etc, • May have postgraduate qualifications, • May have CFA/SIA or similar finance industry specific certification BUSINESS KNOWLEDGE: • Relevant experience in the infrastructure sector, • Ability and motivation to foster and develop relationships in the US financial markets, • Credit analysis and skill set to support infrastructure credit underwriting, • Comprehensive and in depth understanding of investment process TECHNICAL KNOWLEDGE: • Analytical ability, strong communication skills (verbal and written), • Sound business judgement and acumen, • Advanced Excel skills, modelling skills KEY RESPONSIBILITIES: Strategic Planning • Understand the IFM Investors’ Business Plan. Origination and Transaction Management • Make key contributions to the Debt Investments Group's origination execution and transaction activities, including:, • Identification of investment opportunities;, • Lead the due diligence and execution of new investments from inception through to financial close, • Prepare and present investment cases to the DIC and IFM Investors Investment Committee, (IC) and Board Investment Committee;, • Assist in product initiatives as required in conjunction with debt team Project Management Business Performance • Understand IFM Investors’ long-term revenue and profitability by understanding the metrics and targets., • Understand and contribute to other business plan targets. Portfolio Management and Performance • Demonstrate behavioural and decision making consistent with the maintenance and improvement in debt investments operating profitability objectives, • Ensure and undertake high standard of deal screening, CAM preparation, documentation and asset handover through financial close to Asset Management, • Manage key aspects of client relationship management, including portfolio management and operational consideration in consultation with GCS / IR / Performance team, • Assist in presentation and provide asset of fund updates to investors and potential investors, • Review the production of outputs for reporting requirements including monthly and quarterly reports and materials for investors/potential investors as required, • Assist the North America Debt Investments Team by providing economic, credit and general market analysis and commentary. Policy and Process Management • Comply with all policies and delegations applicable to the activities and decisions required in this role. CAPABILITES: The following Enterprise and Leadership Capabilities are based on IFM’s Capability Framework and outline the capability requirements for the career level of this role. Enterprise Capabilities: Lives our Purpose • Demonstrates detailed understanding of the full range of our services and expertise in own asset class/business unit., • Embraces and demonstrates personal commitment to our Purpose, through everyday behaviours and decisions., • Consistently demonstrates our Values through everyday behaviours, decisions, and interactions. Thinks Clients First • Asks probing questions to better understand explicit and implied internal stakeholder/client needs related to their role., • Develops positive relationships with internal stakeholders and/or clients by meeting their needs and addressing their feedback., • Draws on knowledge and experience to deliver solutions that meet internal stakeholder and/or client needs. Works Collaboratively • Listens to and appreciates different views, trying to fully understand their perspectives. Shows a genuine interest in why people behave the way they do., • Works well with team members across projects and activities. Shares knowledge and ideas and encourages others to contribute., • Values team members and considers the impact of own behaviour on working relationships. Strives for Excellence • Initiates new activities or deliverables that contribute to team objectives. Independently drives own work forward., • Ensures all aspects of work are aligned with expectations. Actively encourages peers and colleagues to do the same by making the connection between own and team's work and our reputation., • Acts with determination to overcome challenges, adapting to the situation to deliver positive outcomes. Embraces a Future Focus • Proactively generates ideas and shares suggestions for improving how work is completed., • Demonstrates a willingness to learn more about own work area by asking probing questions to uncover the "why"., • Readily adopts new courses of action and ways of working; proactively re-prioritizes own work to align to changing team priorities. Leadership Capabilities: Leads with Purpose • Appreciates our shared Purpose and how it aligns to the team’s vision and objectives., • Defines clear and achievable individual performance objectives that are aligned to our Purpose., • Displays commitment to team goals and initiatives by expressing belief and confidence in our Purpose and future. Engenders Trust • Builds awareness of own leadership style and seeks to understand how this impacts others. Seeks development opportunities and feedback to strengthen leadership style., • Demonstrates inclusive behaviour and celebrates the positive impact of diverse views and perspectives on team performance., • Openly shares information and shows understanding when concerns are raised. Acts with honesty. Champions Change • Recognizes the indicators that change is needed in how own work is completed and brings it to the attention of senior leaders., • Participates in change activities within own team. Seeks to understand change impacts and provides support to team and key stakeholders throughout the change., • Builds support for new solutions by actively participating in change efforts and seeks to understand the rationale for change. Enables High Performance • Proactively provides immediate and corrective feedback to others within own team. Recognizes and positively acknowledges the talents and differences of individual colleagues., • Leverages diverse skills within own workgroup to achieve high standards of work and compliance with risk management processes., • Encourages team members to achieve personal work goals and motivates those who appear less engaged. Applies Enterprise Thinking • Applies judgement to make informed decisions about own work. Takes responsibility for outcomes., • Appreciates how being a global enterprise impacts own local working environment. Is aware of cultural differences and nuances in own working environment. Recognizes and calls out culturally insensitive behaviour., • Works effectively with own team members and seeks input from stakeholder groups to make decisions for the team that are in the best interest of our business. Our Values: All employees are required to display our values, as outlined below. Prioritise Client Outcomes • We are trusted partners, making the delivery of superior and sustainable outcomes for clients and their beneficiaries our priority Achieve Together • We work together as One IFM – collaborating to get things done and make a lasting, positive difference Value Everyone • We all play our part in shaping an environment that’s inclusive, caring and respectful of one another Embrace Growth • We are curious and agile, always learning and thinking of ways to evolve to deliver long-term value The anticipated base salary range for this position is listed below. Exact compensation amount may vary and will be determined by several components including but not limited to the individual’s experience, skills and qualifications. Total compensation for this role includes eligibility for a discretionary performance-based bonus. $1600,000 – $220,000 USD IFM also offers robust benefits offerings which include but is not limited to Comprehensive Medical, Dental and Vision plans (significant employer subsidy), 401(k) program with company match; Flexible Savings Accounts (FSA), Life Insurance, Long-Term Disability (LTD) and Short-Term Disability (STD) Insurance; Employee Assistance Program (EAP), Commuter Benefits and Headspace subscription. Ready to invest in what matters? With IFM, that includes your own career. Visit ifminvestors.com/careers to find out more. IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives. We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status. We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process. Please contact us if you require specific support at any stage of the recruitment process at

As a Transaction Services Senior you will lead financial due diligence (FDD) and M&A advisory engagements. As a key player in our Transaction Advisory Services (TAS) team, you will work closely with private equity firms, corporate clients, and investment banks to provide data-driven insights that drive strategic decision-making. • Lead buy-side and sell-side due diligence for mergers, acquisitions, and divestitures, • Analyze financial statements, revenue trends, and operational performance to assess transaction risks Identify key deal risks, financial adjustments, and quality of earnings (QoE) insights, • Identify quality of earnings (QoE), working capital adjustments, and key financial drivers, • Develop and review financial models, projections, and valuation analyses, • Prepare comprehensive reports and presentations summarizing findings for clients and senior executives, • Work directly with executives, investment teams, and cross-functional stakeholders to structure deals, • Assist in post-transaction integration planning and financial structuring, • Mentor and develop junior staff, providing technical guidance and training Supervisory responsibilities • None Work environment • Work is conducted in a professional office environment with minimal distractions Physical demands • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time, • Must be able to lift up to 15 pounds at a time Travel required • Travel may be frequent and unpredictable, depending on client’s needs Required education and experience • Bachelor’s degree in accounting and/or Finance with strong academic performance, • 2 – 3 years of audit / corporate finance / transaction advisory service experience Preferred education and experience • Certified Public Accountant (“CPA”) designation preferred Other duties • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Principal Recruitment Consultant: Finance Practice (Energy & Infrastructure) Location: Wall Street, New York City Schedule: 4 days in-office, 1-day WFH Start Date: Q4 Compensation: $70,000-$85,000 base DOE + uncapped tiered commission (15-40%, no draw, no cap) Your rate climbs with every dollar you bill, up to 40%. No draw. No cap. Hit $100K in a quarter and you’re looking at around $15K in commission, and that’s the starting tier. With $1.75 millions of live business in motion and average fees of $50-60K, a strong biller can move up the scale fast. A desk with momentum, and room for someone to lead it. Spencer Ogden’s New York Finance Practice is one of the fastest-growing desks in our North America business. It already has $2 millions of live business in motion, with PE funds, investment banks, asset managers, developers, energy-tech businesses and infrastructure platforms. The foundations are built. What the desk needs now is a senior biller to take key relationships, win the next tier of clients and set the standard for the team around them. Why this niche is worth owning Energy transition, digital infrastructure, renewables, power and transportation are some of the best-funded sectors in the market. Every project need finance talent, and the buyers are CFOs, fund heads and investment leaders. Fees of $50-60K are standard here, not exceptional. What you’ll do • Own the relationships that matter. Take over and grow key accounts, win new business at CFO and investment-leader level, and negotiate fees that reflect the value of the search., • Lead the senior searches. Run mandates across Project Finance, Corporate Finance, M&A, FP&A, Asset Management, Real Assets, and CFO and senior finance leadership., • Be the market voice. Be the first call when a client needs to know who’s moving, where capital is going and what the hiring landscape looks like., • Build the team. Mentor junior consultants, raise the bar on delivery and BD, and help shape the strategy for the New York practice as it scales. Who we want You’re an established 360 biller who has outgrown your current desk. You win your own clients, hold your own at senior level and want a platform that rewards ownership, with real influence over where the practice goes next. • 2.5+ years’ recruitment experience, with a proven 360 record in any specialist market, • Consistent billings, including self-generated clients and negotiated fees, • Experience placing and engaging at senior and executive level, • A strong network, or the ability to build one quickly in a niche market, • A competitive, financially motivated mindset, • Permanent U.S. work authorization Finance or accounting recruitment experience is a plus, but strong 360 billers from other specialist markets are welcome. What you get • Uncapped tiered commission from 15% to 40% of billings, with no draw and no cap, • $1.75M of live business and $50-60K average fees from day one, • Access to some of the biggest names in Energy & Infrastructure, • Medical, dental and vision fully covered, • Retirement plans, • A clear route into team leadership as the New York practice scales, • Global mobility across 11 offices, • A high-energy, ambitious team that backs people who deliver Ready to help build the desk? Apply today to join Spencer Ogden New York. Spencer Ogden is an equal opportunity employer and provides accommodations throughout the hiring process.

Taurus Search is working with a successful global bank that expanded into Private Equity investments in the past decade. This is a fantastic opportunity to work on a lean, boutique team in an organization with large backing. The candidate will be the third hire onto a team managing accountging for $3B in PE and Private Credit Funds and reprot directly into the Head of Accounting. Responsibilities include: • Coordinating external audits, • Prepare quarterly NAVs, • Support the external service providers such as audit teams and fund admins, • Prepare financial statements, • Work with fund admins on capital calls and distributions, • Track portfolio investments, and maintain private credit interest schedules, • Reconcile interest income and principal payments for private credit funds, • Perform treasury functions, • Assist in the review of new fund creation and closing of investment transactions, • Assist with investor questions and various IR tasks as needed, • Ad hoc projects Requirements: • 2-3 years in public audit, fund administration, or private accounting with expereince in alternative asset management, • CPA preferred, • Private Equity experience preferred

Associate Partner – Capital Markets, Infosys Consulting The Role – What You’ll Do You will be part of a cross-cultural global team working on a variety of business consulting engagements in any of the areas within Capital Markets : namely Asset Management or Wealth Management or Private Markets. You will be a part of a world-class consulting & AI-enabled team which will help drive innovation, accelerate operations and improve customer experience. You will take up a range of roles in the areas of process consulting, experience design, business analysis, applied AI, Tech strategy, Program and Change management. You will analyze problems and come up with solutions, often creative and out-of-the-box, apply business consulting frameworks and methodologies to address critical problems, collaborate with client stakeholders and be responsible for the delivery of results to clients. Infosys Consulting's Financial Services (FS) Practice is seeking experienced Capital Market leaders to be hired at an Associate Partner Level. As an Associate Partner, you will be responsible for growing the practice for Financial Services by partnering and managing our various clientele and enabling others to lead client engagements. You will lead strategic programs dealing with complex, industry-specific requirements, while ensuring that we continue to support the sales teams in North America. You will leverage your industry connects to open new doors for Infosys Here are some engagements our FS consultants are working on: • Conducting strategic assessments to define future state functional / business / technical architecture to meet strategic client objectives leveraging Rapid AI-led prototyping, Design Thinking, Service Blueprinting approaches., • Digitization of Platforms covering end to end Advisory, Trade, Accounting or Deal lifecycles, • Machine Learning driven personalization - life events, investment ideas, service alerts etc., • Optimization of Operations processes to remove functional silos and replace them with fungible hybrid teams comprised of AI agents and human operators, • Automated ingestion of Capital account statements, other financial documents to accelerate the pricing process and allow Private Equity firms to process 5 to 10x number of deals, • Intuitive Advisor Dashboard that provides an advisor full view of his/her book and action items, • Reimagine Operations teams experience to create Intelligent Ops dashboards (with KPIs, Real-time notifications, SLAs etc.) with direct access to systems to drive Operations with data, • Platform and Data Transformations such as implementing enterprise level investments data lake and integrating it to core platforms for Asset managers Responsibilities • Primary focus will be Client Management, Program and Project Leadership, Practice and People Development, Business Development and Thought Leadership, • Consulting business development experience working with client teams, project teams to generate and sell consulting projects including developing industry solutions, designing the sales approach, planning for footprint expansion, creation and delivery of client pitches, POVs and proposals, developing sales campaigns and managing the sales life cycle from lead identification through closing and revenue recognition (2-4 years of experience), • Participate in all aspects of proposal development process - Ability to independently organize, develop pursuits (working with cross-unit pursuit teams) and write high-quality proposals, work with leaders to develop pricing strategies (2-4 years of experience), • Experience with leading and supervising project teams – mobilizing teams, managing teams in assessment / solution design / strategy & blueprint phases, guiding business requirements, functional design, process design, prototyping, piloting, creating and/or reviewing detailed project plans, • Being able to mentor, coach, and develop consultants. Participating in firm level initiatives around hiring, training and coaching. Strong interpersonal skills with ability to develop and nurture relationships within a matrix organization., • Be able to confidently interact with senior leadership within both Lines of Business (SVP/VP/SMD/MD/ED – Capital Markets, Asset & Wealth Management firms, Private Equity Companies) as well as IT senior management (CIO, CTO, VP’s, Directors) in presenting organization capabilities, practice credentials, value propositions, solutions, being able to deliver and lead oral presentations, anchor workshops with both Business and IT., • Should have excellent client relationship management, executive presence, verbal, written and inter-personal communication skills., • Practice Development experience such as identifying impact of “AI-led” trends in Capital Markets focusing on client’s functional areas, identifying specific use cases and staying current with best practices in the financial services industry. Defining relevant consulting offers and solutions, leading, coaching and training staff on offers and client pitches and building a team of practitioners, • Knowledge of Financial Services Industry and specifically Capital Markets Trends and Practices - within sub-verticals Asset & Wealth Management, Private Markets, Alternative investments, • Experience with transformation programs incl: Process optimization, Platform implementation, Business Intelligence & Analytics, Reporting & Dashboards, Data Governance, AI transformations, • Determine and implement strategy for the practice - where and how to compete and ensure operational discipline to enable practice growth Basic Qualifications • Bachelor’s degree or equivalent required., • 14-16 + years of relevant work experience with 7 years of experience in comparable consulting services., • Big 4 or equivalent experience in a leadership capacity, • Industry Focus in one of the following areas of Financial Services: Capital Markets, Wealth Management, Asset Management, Private Markets, Alternative Investments, • Strong problem solving and troubleshooting skills with the ability to effectively resolve conflict and exercise mature judgement, • Ability to work independently to drive towards performance targets including sales and utilization targets, • Strong oral and written communications skills, including presentation skills (development of the presentation and executive level presence), • Ability to travel 4 days a week to multiple local, state and national client locations. Preferred Qualifications / Skills • Strong in-depth knowledge of Asset or Wealth management industry Or Private Markets and business models across North America., • Demonstrated 3years+ sales record in any of the main areas mentioned above, • Ability to interact with Financial Advisors, Traders, Portfolio Managers, Operations, Technology and Practice leaders alike to understand business models, pain points, regulatory obligations and craft innovative solutions to drive value while balancing standardization., • Understanding of Advisory Solutions – Firm/Advisory/Client Discretionary Products, SMA, UMA, estate planning, trust services etc., • Understanding of core platforms used in the front, middle or back office across the Asset Management value chain, • Prior experience working with Consulting firms and managing / executing programs in Capital Markets will be preferred., • Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessary, • 16+ or more years combined financial services industry and consulting experience (within North America), • Minimum 3 years of experience in business development with demonstrated outcomes, including identification of leads and opportunities, pre-sales and post-sales support and client relationship management, • Minimum 12+ years experience delivering major transformation initiatives in business, operation and technology to the Global Fortune 500 This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee. Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits:- • Medical/Dental/Vision/Life Insurance, • Long-term/Short-term Disability, • Health and Dependent Care Reimbursement Accounts, • Insurance (Accident, Critical Illness , Hospital Indemnity, Legal), • 401(k) plan and contributions dependent on salary level, • Paid holidays plus Paid Time Off

Executive Assistant – Boutique Family Office Location: Midtown Manhattan, NYC | 5 Days Onsite Compensation: $85,000–$100,000 Base + Discretionary Bonus Hours: Monday–Friday, 9:30am–5:30pm About the Opportunity An established, privately held family office with investments spanning real estate, media, and other industries is seeking a polished, proactive, and personable Executive Assistant to join its close-knit New York City team. This is a fantastic opportunity to work alongside senior leadership in a sophisticated yet welcoming environment. The firm offers the stability of an established investment organization with the variety and entrepreneurial spirit of a smaller business. Supporting three senior executives, this role offers an exciting blend of traditional executive assistance, office coordination, and exposure to broader business operations. The ideal candidate is someone who enjoys wearing multiple hats, takes pride in keeping things running smoothly, and is eager to learn and grow within a dynamic organization. Key Responsibilities • Provide executive support to the Head of Investments, CFO, and General Counsel, with a primary focus on the Head of Investments., • Manage calendars, coordinate meetings, and handle domestic and international travel arrangements., • Prepare and process expense reports and assist with general administrative needs., • Help coordinate meetings, conference room preparation, and occasional office lunches or events., • Assist with light office coordination, including supplies, vendors, and maintaining an organized, professional workspace., • Support occasional HR, accounting, and cross-functional administrative projects., • Work collaboratively with colleagues across the firm to ensure seamless day-to-day operations., • Take initiative on special projects and adapt to evolving business needs. Who We're Looking For • Ideally 2–4 years of experience in an Executive Assistant, Administrative Assistant, or similar support role., • Polished, professional, and confident interacting with senior executives and external stakeholders., • Warm, upbeat, and personable, with a positive, team-oriented attitude., • Highly organized, detail-oriented, and able to manage competing priorities., • Proactive, resourceful, and comfortable taking ownership of responsibilities., • Flexible and eager to learn new systems, processes, and areas of the business., • Strong communication skills, discretion, and sound judgment., • Open to candidates from a variety of industry backgrounds; prior family office or financial services experience is not required. The firm offers an exceptional benefits package and a strong commitment to work-life balance, including: • Comprehensive medical, dental, and vision coverage, including a fully employer-paid healthcare plan option for employees and their families., • 401(k) with employer contribution, • 20 days of PTO, plus additional company holidays., • Seasonal remote flexibility, including the final two weeks of summer and the week between Christmas and New Year's., • Complimentary gym membership, • $25 daily lunch stipend for in-office days., • Predictable working hours with minimal after-hours expectations. Why This Opportunity Stands Out This is an excellent opportunity for an Executive Assistant looking to join a stable, well-established organization that genuinely values its employees. You'll enjoy a professional, collegial atmosphere, direct exposure to senior decision-makers, and the opportunity to expand your skill set beyond traditional administrative responsibilities—all while benefiting from an unusually attractive compensation package and work-life balance. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Orion Worldwide is a global media company that generates value for many of the world’s most well-known media owners and brands. Like our namesake, we are connectors who bring together people and businesses to unlock a mutual exchange of value. We define success through our ability to help partners achieve long-term, sustainable growth. We look for people who possess the passion, innovative thinking, and partnership skills to join our collaborative and diverse teams. No single person, or discipline, is responsible for success at Orion. Teamwork is the backbone for how we achieve our business goals and cultivate an inclusive culture in which we can all be proud. We strive for a vibrant culture of creativity, accountability, and connection – and believe we do a pretty good job! The Manager, Finance Operations is a key member of the Orion Finance Operations team, responsible for overseeing financial data, media-system processes, reconciliations, billings, and operational workflows that support the business. This role partners closely with Investment, Finance, Accounting, Master Data Management, and Shared Services teams across multiple media types, with primary support focused on National Linear and Digital operations. The Manager will lead and improve the processes that govern client media schedules, billings, payables, receivables, reconciliations, and month-end close activities. This includes maintaining strong controls, ensuring data accuracy and timeliness, resolving operational issues, and providing visibility into aging, open invoices, trade balances, and other financial risks. The ideal candidate is a proactive, detail-oriented financial operations professional with strong media-industry experience. They must be comfortable integrating data from multiple systems and sources; translating findings into clear reporting and recommendations; and managing cross-functional dependencies in a fast-paced environment. This role also provides guidance and development support to junior team members and reports to the Associate Director, Finance Operations. Key Responsibilities • Manage day-to-day Finance Operations workflows, including the accuracy, completeness, timeliness, and compliance of financial data entered and maintained in media systems., • Serve as a key liaison among Investment, Finance, Accounting, Shared Services, Master Data Management, and other business stakeholders., • Lead Finance Operations activities across an assigned agency, client, vendor, and/or centralized activity portfolio, which may include National Linear, Digital, Programmatic, Print, Out of Home, billing, vendor payments, reconciliations, aging, reporting, and data-integrity workflows., • Lead month-end close activities, including preparation, review, and submission of upload files for Mediaocean and related financial systems., • Manage and review reconciliations across media payables, prepaid media, accounts receivable, trade owed balances, billing activity, and other financial operational accounts., • Lead the preparation, review, and escalation of aged balances generated from the media system, including regular monthly aging reviews with business teams and Finance leadership., • Partner with Accounting to ensure media-system balances reconcile to the balance sheet and that discrepancies are researched, resolved, and appropriately documented., • Partner with Client Finance to manage intercompany workflows, transactions, and related reconciliation requirements., • Oversee vendor open-invoice statement maintenance, payment tracking, invoice reconciliation, discrepancy research, reversals, and issue resolution in partnership with Shared Services., • Manage and monitor Matchpay invoice approval workflows across relevant media types., • Oversee the timely and accurate execution of National affidavits, invoice gross-ups, invoice revisions, MBOX/live bill entries, and related billing and reconciliation activities; review exceptions, resolve escalations, and ensure appropriate controls and documentation are maintained., • Create, maintain, and enhance Orion-specific trackers, reporting outputs, and templates using Excel, internal databases, and reporting tools., • Develop clear reporting on the completion, progression, risks, and outstanding items associated with operational and financial workflows., • Identify process gaps, control risks, missing information, or recurring data issues; establish solutions and escalate issues that may impact financial timelines, client billing, vendor payment, or business operations., • Drive process improvement initiatives that strengthen controls, improve workflow efficiency, reduce manual effort, and enhance visibility across interconnected operational processes., • Partner with Master Data Management teams to support vendor, client, product-code, and other master-data setup and maintenance needs. Desired Skills & Experience Experience • 6+ years of experience in Finance Operations, media finance, accounting operations, or a related field, including accounts receivable and accounts payable responsibilities., • Media-industry experience required; experience supporting media buying, billing, reconciliation, or stewardship workflows strongly preferred., • Experience with media buying and financial systems required; Mediaocean experience, including PRISMA and/or MBOX, is strongly preferred., • Experience managing complex reconciliations, aging, financial close processes, and cross-functional operational dependencies., • Experience managing relationships and issue resolution across cross-functional stakeholders, shared-service teams, agencies/clients, and/or media vendors., • Prior experience guiding, training, or overseeing junior staff is preferred. Skills • Advanced proficiency in Microsoft Excel, including Pivot Tables, VLOOKUP/XLOOKUP, SUMIFS, data analysis, and template development; proficiency with PowerPoint and other Microsoft Office applications., • Strong analytical, problem-solving, and data-reconciliation skills, with the ability to interpret information from multiple systems and sources., • Demonstrated ability to identify operational risks, investigate discrepancies, implement process improvements, and drive issues through resolution., • Excellent written and verbal communication skills, with the ability to present findings and recommendations to both operational and Finance leadership stakeholders., • Ability to translate complex operational and financial issues into clear action plans, ownership assignments, status updates, and escalation recommendations for varied stakeholder audiences., • Exceptional organizational skills, attention to detail, accuracy, and ability to manage competing priorities in a fast-paced environment., • Strong understanding of financial controls and the importance of compliance with SOX and company policies., • Demonstrated ability to work effectively across cross-functional teams, manage stakeholder relationships, and navigate complex operational workflows., • High level of integrity, accountability, professionalism, and ownership. Wage and Benefits We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family. The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee’s/applicant’s skill set, level of experience, and qualifications. Employment Transparency It is the policy to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions. For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position, please email .

Company DescriptionThinkEquity is a boutique investment bank created by experienced professionals who have worked together for over a decade collectively financing over $100 billion of public and private capital raises, restructurings, and mergers and acquisitions. The ThinkEquity model is built around the client’s needs, no matter how complicated or around the clock attention is required, and to identify solutions that help them to create value for their investors. Entry-Level Bookkeeping Position Salary: $40,000/year. We’re seeking a motivated and detail-oriented individual to join our team as an entry-level bookkeeper. This role is perfect for someone looking to start their career in finance and accounting. • Key Duties: Maintain accurate financial records and ledgers., • Process invoices, payments, and expenses., • Assist in preparing monthly financial reports., • Reconcile bank statements and track accounts receivable/payable., • Support the finance team with general administrative tasks. We value enthusiasm and a willingness to learn. If you’re ready to grow with us, apply today!

One of our Premier Alternative Investment Management Clients is seeking an Controller for one their Funds (addition to staff). The ideal candidate will join a highly successful growing Finance & Accounting team, reporting to Firm's CFO. Ideal individual will sit in a dynamic role with either direct or indirect responsibilities for the financial accounting, control and reporting; investor reporting; tax structuring and compliance; operations; and third party service provider oversight for multiple fund entities. Responsibilities: • Prepare and review quarterly and annual workpapers and financial statement packages, • Prepare cash forecasting and expense management, • Review the month-end and financial statement prep including reporting/month end close, • Identify and implement process improvements to minimize opportunities for error and to improve the timeliness of our deliverables, • Overseeing monthly accounting accruals, expense and balance sheet reconciliations, • Review shadow books & records, investor allocations, reporting from the fund administrator, • Participate in the development of budgets and forecasts, • Assist in preparation of quarterly deliverables for CFO and Corporate Finance, • Participate in the monthly close process (accruals, reclassifications, reconciliations), • Responsible for preparing Financial Statement and Month End Close for firm, • Manage Fund Cash balances and relevant journal entries, • Manage the plans’ cash balances to track the need for quarterly capital calls, distributions & receivables and payables., • Special assignments as required Requirements: • 6+ years business experience in corporate finance/financial planning and analysis role., • College Degree in Accounting or Finance required:, • Prior Credit/Debt/Real Estate/PE experience preferred, • CPA preferred (not required), • Superior MS Excel and PowerPoint skills are required, • Advanced Microsoft Access strongly preferred, • Budget and management reporting experience a plus, • Strong knowledge of basic accounting processes and impact of financial decisions., • Excellent communication and interpersonal skills; customer service oriented; possesses good judgment; able to make productive and efficient decisions., • Demonstrated team player; self-starter; independent thinker; excellent judgment. Compensation numbers below represent a range not including applicable annually bonuses, range maybe slightly more (or less) depending on selected candidate

Our client, an established real estate investment and development firm, is seeking a Development Accountant to join the team. This position will support the financial reporting, budgeting, and accounting functions associated with a portfolio of real estate development projects. The ideal candidate will have a strong foundation in accounting principles, excellent analytical skills, and an interest in real estate development. This is an opportunity to gain exposure to the financial operations of development projects, including construction financing, project budgeting, and joint venture accounting. Key Responsibilities • Maintain accurate accounting records for real estate development projects, including general ledger activity, journal entries, and account reconciliations., • Assist with monthly financial reporting, including the preparation of balance sheets, income statements, and cash flow statements., • Monitor development expenditures and reconcile actual costs against approved project budgets., • Support the preparation and processing of construction loan draws, funding requests, and related documentation., • Review and allocate invoices to appropriate projects and general ledger accounts., • Prepare monthly bank reconciliations and investigate discrepancies., • Coordinate with development and project management teams to ensure accurate tracking of project costs., • Assist with accounting related to property acquisitions, dispositions, and other real estate transactions., • Reconcile inter-company transactions and balances across multiple entities., • Support joint venture accounting activities, including reviewing partner contributions, funding requests, and financial information., • Assist with year-end audits, construction cost reviews, and preparation of supporting financial schedules., • Collaborate with internal accounting teams, external partners, and other stakeholders to maintain accurate financial records., • Participate in process improvements and special accounting projects as needed. Qualifications • Bachelor's Degree is required, preferably in Accounting, • 4+ years of accounting experience in real estate development is highly preferred

Responsibilities • Calculate expense allocations and maintain supporting policies, procedures, and documentation., • Process expense reimbursements and intercompany billings across related entities., • Review employee travel and expense submissions for policy compliance and accurate allocation., • Monitor and allocate overhead expenses across business units., • Record payroll-related journal entries and supporting schedules., • Manage accounts payable, including vendor onboarding, vendor records, and scheduled payment runs., • Streamline accounting and payment workflows using automation and AI tools., • Coordinate annual 1099 preparation and support other tax reporting requirements. Requirements • Bachelor’s degree in Accounting or a related field, with a strong academic record and GPA., • 2–6 years of corporate accounting experience; investment management company experience preferred, with transferable experience considered., • Strong knowledge of accounts payable, expense allocations, intercompany billings, and general ledger accounting., • Familiarity with travel and expense review, payroll accounting, and annual 1099 reporting., • Hands-on, proactive approach with the ability to work independently and take ownership of responsibilities., • Strong attention to detail, sound judgment, and discretion when handling confidential information., • Excellent communication and organizational skills, with the ability to collaborate and adapt to changing priorities., • Interest in using AI and automation tools to improve accounting accuracy and efficiency., • Experience with Ramp or similar expense management platforms preferred., • CPA strongly preferred. JobID: 48681

Why Mogul? Mogul is a highly motivated team building platforms and products for the future of real estate. We are driven by the belief that technology can fundamentally reshape the entire real estate industry. We leverage cutting-edge tools and artificial intelligence to increase transparency, lower the barriers to entry, and create efficiencies across all facets of real estate. Our real estate investing platform provides all investors direct access to high-quality, cash-flowing, residential US properties. With additional products / platforms implemented at scale, we architect the new infrastructure of real estate. Our team's culture of inclusion and open discussion drives efficiencies, innovation, and autonomy. We operate in the exact way you had been saying your former employer should have operated this entire time (if the meeting could be an email, it will be; no PowerPoint presentations with fancy renderings). Join our mission to bring one of life's necessities (shelter) into the AI digital age, open the asset class to millions, and in doing so, enhance financial literacy and shrink the wealth gap. Mogul's Core Values • We, Not I — A company is just a collection of people striving towards a goal. To achieve the goal, we all need to be striving for the goal together, • Creative Problem Solving — Every problem has a solution, it just might not be the most direct path. Operate on principles, and solve from there, • The Highest Quality (1 of 1) — Approach everything with quality, every interaction, product, property, everything. The little things matter, • Client obsessed — We are nothing without our customers. Treat them like you would treat family, assuming you love your family, • Input focused, Output oriented — Everything is measurable, our inputs drive outputs, and the scientific method is how we learn & grow, • Let's F*cking Grow — Pretty simple, grow, learn, act. Just make sure you are pushing forward in all areas at a rapid pace, • Execute — Execute. Execute. Execute Mogul's Purpose Unlock Real Estate, Make Money, Create Impact Mogul's Niche Redefining Residential Real Estate About the Role The team is seeking a sharp, analytical asset manager to join Mogul. You'll join our asset management team working directly under our VP of Asset Management, and you'll be one of the people closest to our properties day to day. We recently passed the 150-property mark and are scaling toward 1,000 and beyond, and this role exists to make sure every one of those properties performs and that the numbers behind them are right. You'll own the full financial picture of the properties: monthly financials, reserves, distributions, and the analysis on top of it. This is the way asset managers at the best shops operate: you know your deals cold because you work the numbers yourself. You'll pair that with real asset management work, from onboarding new property managers to spotting underperformance early to building the systems that let us scale. • Real Estate Asset Management: Work with internal and external teams to optimize the performance and value of Mogul's real estate verticals (Coliving/PadSplit, STR, LTR), • Property Financials: Own monthly financials, reserves, and distribution readiness for your properties, and turn the numbers into decisions, • Portfolio Operations: Onboard new property managers and vendors into our systems and keep every entity in good standing, • A financial analysis background (investment banking, real estate finance, or similar) is ESSENTIAL. Comfort with accrual accounting and reconciliations is required. You do not need to be an accountant, but you need to be able to walk through a property P&L line by line and defend it. What You'll Do • Report directly to the VP of Asset Management, • Work cross-functionally with our Director of Accounting and Tax and all teams as needed, • Work day to day with our rapidly expanding network of property managers and operators: chasing documentation, resolving discrepancies, and tracking follow-ups, • Monthly property financials, • Prepare monthly statements for your properties: reconcile cash and reserve accounts, book property management statements, set accruals, and review every line item for operational truth, • Track vacancy, maintenance, working capital, and construction reserves and make sure draws are booked correctly and settled against proceeds, • Get financials distribution-ready each month and flag any cash shortfall or performance concern before it hits investors, • Closely monitor property performance for actionable insights, • Help develop and run Mogul's performance dashboards; investigate variances and flag underperformance early, • Identify winning trends across our best-performing properties to implement portfolio-wide, • Model sensitivities on proposed initiatives and track recommendations to property managers through to completion, • Property manager and vendor onboarding, • Set up and maintain expense coding rules for every new property manager and vendor, and confirm the automation is right through the first billing cycles, • Use AI to automate the repeat work so your time goes to analysis, not data entry, • Entity and property compliance, • Keep every property entity in good standing: formations, registrations, annual filings, short-term rental permits, and local tax submissions Where This Goes • We're building this role as a path to owning a vertical. You'll start across the portfolio with full command of the financials, gravitate toward an asset class or a function (revenue optimization, reserves and cash strategy, compliance), and grow into running it, the strategy behind it, and eventually the team beneath you. Required Skills & Technology • Ability to quickly learn concepts, skills, and processes on the fly, • Strong real estate financial fundamentals: P&L analysis, reading rent rolls and operating statements, cash flow, • Working knowledge of accrual accounting, debits and credits, and reconciliations, • Strong Excel (lookups, pivot tables, building a model from scratch), • Use AI to automate workflows and existing processes, • Messaging systems (Slack, Teams, Telegram, etc.), • Capacity to justify every decision with data-backed analysis, • Creative problem-solver who seeks multiple solutions to one problem rather than one solution to multiple problems Required Experience • Education: Bachelor's degree in Finance, Real Estate, Accounting, Economics, or a related field, • 1 to 3 years in investment banking, real estate finance, real estate private equity, asset management, or a comparable financial analysis role, • Property Financials: Hands-on experience producing or reviewing financial statements and reconciliations, whether from a deal team, an operating role, or a close process, • Data Scrubbing: Taking raw, inconsistent operational data across PM statements, rent rolls, management portals, and work orders and standardizing it into clean, analysis-ready shape, • Communication & Stakeholder Management: Clear communicator who can coordinate across property managers, vendors, and internal teams simultaneously, • Execution & Ownership: Driven to move fast, comfortable with ambiguity, and committed to building repeatable processes, • Growth Capacity: Capacity to grow into managing a team of junior analysts as the portfolio scales toward 1,000+ properties Nice to Have • Experience with short-term rentals, Coliving/PadSplit, or other alternative residential strategies, • Exposure to partnership tax, K-1s, or entity compliance, • Experience with an ERP, accounting, or spend management platform, • Quantitative background beyond the rent roll: statistics, data analysis, or model-driven decision-making (pricing models, forecasting), • Hands-on property operations exposure: you've dealt with a make-ready, a maintenance dispute, or a property manager who wouldn't answer straight What Mogul Offers • Opportunity to advance the entire real estate industry and become part of the new face of real estate, • Efficiency, transparency, and open lines of communication, • Creative environment with room to grow in both your role and career, • Growth and performance based on work product, not on hours spent working (if Leonardo Da Vinci was based on quantity rather than quality, he would be considered the worst painter of all time), • Autonomous level of responsibility, with direct engagement of key stakeholders and leadership, • Competitive compensation, • Competitive equity compensation package, • In-office Benefits: DC & NYC, • Comprehensive benefits plan, • Flexible work environment

Company Overview Trove is a leading multi-family office, providing tailored solutions to ultra-high-net-worth families and their organizations. We specialize in day-to-day financial operations, sophisticated wealth management, and family governance. Our firm stands out as North America's premier independent multi-family office, driven by innovation, personalized service, and an expert team. At Trove, we build centers of excellence through a trusted, innovative, and expert team dedicated to supporting our families and engagements. We seek motivated, analytical, and collaborative professionals with a passion for financial management, operational efficiency, and client service. If this sounds like you, explore the Financial Operations Manager role below! Job Description As a Financial Operations Manager, you will oversee financial processes, reporting, and operational efficiencies for client engagements. You will manage accounting functions, ensure compliance with financial regulations, and support technology-driven solutions to enhance financial operations. This role requires strong expertise in financial reporting, investment tracking, tax planning coordination, and team leadership. Key Responsibilities Client Financial Management • Oversee financial operations for client accounts, ensuring accuracy, efficiency, and compliance., • Support financial reporting, including the preparation and review of financial statements, investment reports, and asset consolidation., • Implement financial controls and risk management protocols to safeguard client assets., • Collaborate with external tax advisors to support tax planning and compliance efforts., • Ensure adherence to regulatory requirements, including trust and estate planning considerations., • Assist in managing multi-jurisdictional tax and regulatory matters to mitigate risks. Operational Excellence & Technology • Drive process improvements to enhance financial reporting accuracy, automation, and efficiency., • Leverage financial technology platforms (e.g., Sage Intacct, NetSuite, Addepar) to improve reporting and data integrity., • Identify opportunities for process automation and scalability while maintaining strong financial controls. Team Leadership & Development • Manage and develop a team of accountants and financial professionals, fostering collaboration and continuous learning., • Oversee workload distribution, ensuring timely execution of deliverables within budget., • Establish high-performance standards and ensure compliance with best practices., • Promote a culture of innovation, accountability, and service excellence. Qualifications, Skills & Experience • Bachelor’s degree required; CPA, CFA, MBA, or equivalent financial designation preferred., • 6+ years of experience in financial operations, accounting, or wealth management., • Strong experience in investment reporting, financial controls, and regulatory compliance., • Proven ability to enhance financial processes and operational efficiency., • Excellent communication and problem-solving skills, with the ability to manage client relationships effectively., • Experience with financial systems such as Sage Intacct, NetSuite, or Addepar. Compensation & Benefits Trove offers an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more! We offer specialized educational courses and seminars, company events, and community service events. Equal Opportunity Employer Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.

Venture Capital Fund-Controller -Midtown NYC 250-400k plus equity 2-3 days Collegiate laid back culture with growth. 7-12 years of venture capital fund accounting at a smaller firm Please send resumes to Job Summary We are seeking a highly motivated, detail-oriented Fund Controller to oversee the financial operations of our growing venture capital firm. In this role, you will manage both fund accounting and corporate accounting, establish an efficient operational structure, and directly manage one accounting professional. This is a high-visibility position reporting directly to the management team. The ideal candidate will regularly present financial insights to the Board of Directors and possesses a clear, performance-based growth trajectory to transition into the Chief Financial Officer (CFO) role as the firm expands. Key Responsibilities Fund Accounting & Operations • Capital Management: Oversee the end-to-end execution of capital calls, distributions, and investor subscription agreements., • Waterfalls & Allocations: Calculate complex distribution waterfalls, carried interest allocations, and hurdle rates in strict accordance with Limited Partnership Agreements (LPAs)., • Valuations: Manage the quarterly portfolio valuation process under ASC 820 guidelines, collaborating with investment teams and third-party valuation experts., • Treasury Management: Authorize and manage all fund wires, cash movements, and banking relationships with rigorous internal controls. Corporate Accounting & Personal Investments • Corporate Financials: Manage the general ledger, accounts payable/receivable, payroll, and monthly closing processes for the management company and general partner entities., • Personal Investments: Oversee financial tracking, reporting, and accounting for the partners' personal co-investments and side-car vehicles., • Team Leadership: Supervise, mentor, and review the work of one direct report (Staff Accountant / Operations Specialist). Strategic Scaling & Board Relations • Operational Excellence: Evaluate current financial workflows to design and implement a highly efficient, scalable operational structure (e.g., assessing and onboarding fund administrators or modern tech stacks)., • Board Presentations: Prepare and present comprehensive quarterly financial packets, performance metrics, and operational updates directly to the Board of Directors. Qualifications & Skills • Experience: 6–10 years of accounting experience, with at least 3–5 years specifically within Venture Capital (VC) or Private Equity (PE) fund accounting., • Education/Certifications: Bachelor’s degree in Accounting, Finance, or a related field. CPA or CFA designation is highly preferred., • Technical Expertise: Strong mastery of VC-specific accounting concepts (capital calls, waterfall models, ASC 820, and LPA interpretation)., • Leadership Mindset: Proven ability to manage at least one direct report and a strong desire to step into an executive CFO role.

Job Overview: Titan Partners is seeking an Director to join our Investment Banking team who will be responsible for private & public capital market transactions, managing deal processes, and providing comprehensive financial advisory services to clients on the Titan Partners platform. Responsibilities: Transaction Execution & Managing Deal Process: Collaborate with colleagues to provide clients with seamless transaction execution including but not limited to equity and debt offerings, mergers and acquisitions, and other corporate advisory matters Financial Analysis: Perform research and various financial analyses in support of new business generation as well as ongoing support of current clients. Due Diligence: Manage and coordinate industry and company-specific due diligence activities in support of new business generation as well as live transactions Structuring: Assist in structuring transactions and providing creative solutions to meet client objectives while considering both market conditions and regulatory requirements Relationship Management: Cultivate and maintain strong relationships with clients and service providers, ensuring exceptional service while considering evolving client and firm needs Qualifications and Requirements: • Education: Bachelor's degree in Finance, Economics, Business, Accounting, or a related field from an accredited institution, • Experience: 5+ years of experience in investment banking or related field preferred, • Licenses / Certifications: SIE, Series 79 & 63 required, • Financial Modeling Skills: Proficient in building complex financial models, conducting valuation analyses, and interpreting financial statements, • Communication Skills: Excellent written and verbal communication skills to communicate complex financial concepts succinctly and effectively, • Software Proficiency: Proficient in MS Office Suite (Excel, PowerPoint, Word) and other market analysis software Compensation and Benefits • Competitive compensation based on industry standards and experience, • Benefits include dental, health care, and 401(k) discretionary company match