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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.

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.

Job Description Hivemind Capital is looking for a proactive and highly detail-oriented Operations Manager to support the day-to-day operational infrastructure behind our trading and investment activities. This role will primarily support our public equity hedge fund strategy, while also providing support and coverage to our digital asset trading strategies. The Operations Manager is responsible for ensuring operational accuracy, scalability, and control across the trade lifecycle. Sitting at the intersection of trading, treasury, finance, risk, and external vendors, this role is perfect for someone who can seamlessly manage multiple stakeholders and priorities. Our ideal candidate is highly motivated, takes initiative, and sweats the small stuff. What you'll do: • Support the end-to-end operational lifecycle for trading and investment activity across multiple asset classes, including Hivemind’s upcoming public equity hedge fund strategy and existing digital asset funds, • Maintain a systematic reconciliation framework between front office trading activity and back office records; monitor, record, and reconcile daily trading activity, positions, balances, and transactions across internal systems, exchanges, custodians, and administrators, • Help maintain and improve portfolio management systems (PMS), operational tooling, and reporting infrastructure to improve scalability and operational efficiency, • Support PnL attribution, exposure tracking, and risk limit monitoring across portfolios and counterparties, • Lead and support transaction execution and movement of funds across brokerage accounts, exchanges, and OTC counterparties, including digital asset transactions involving wallets and DeFi applications, • Assist with digital asset wallet management processes, including address generation, whitelisting, key backup coordination, and operational maintenance, • Lead the onboarding process and ongoing management of counterparties including prime brokers, exchanges, OTC market makers, custodians, and banking partners, • Coordinate settlement activity and resolve operational breaks, discrepancies, and failed trades in a timely manner, • Produce recurring operational, treasury, and portfolio reporting for internal stakeholders and leadership, • Partner closely with existing operations team members and finance, accounting, compliance, and investment teams to ensure accurate data flows and operational controls, • Proactively identify operational improvements and scope out workflow / process upgrades, • Assist with and lead various Operations-related firm initiatives related to firm vendors, efficiency, and budgetOur ideal candidate:, • 4+ years of experience in middle office, back office, or trading operations at a hedge fund, asset manager, proprietary trading firm, prime broker, or digital asset firm, • Strong understanding of the full trade lifecycle across traditional and/or digital asset markets, including settlements, reconciliations, cash management, and operational controls, • Experience reconciling positions, cash balances, and transaction activity across multiple counterparties and systems, • Familiarity with equities, derivatives, digital assets, and treasury operations preferred, • Experience processing crypto transactions both on-exchange and onchain, including familiarity with wallets, custody platforms, blockchain explorers, and DeFi protocols, is a plus, • Strong organizational skills with exceptional attention to detail and the ability to manage multiple competing priorities simultaneously, • Demonstrated ability to identify operational inefficiencies and implement scalable process improvements, • Comfortable operating in a fast-paced, highly collaborative environment with evolving processes and responsibilities, • Strong communication skills and ability to work cross-functionally with investment, finance, compliance, and technology teams as well as external vendors, • Advanced Excel skills required; familiarity with SQL, Python, or operational tooling is a plus, • Interest in digital assets, blockchain technology, and the evolving institutional crypto ecosystem A well-qualified candidate, based in New York City, can expect a base salary of $100,000.00-$135,000.00. A standard offer from Hivemind Capital includes base compensation, incentive-based compensation such as discretionary bonuses or upside, and a highly competitive benefits and perks package. Offers are determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team. About us: Hivemind Capital Partners is a global investment group operating at the intersection of traditional finance and the onchain economy. Founded in 2021, Hivemind allocates institutional capital across a diverse set of investment strategies, and implements technology infrastructure to help assets and institutions transition onto blockchain rails with discipline, durability, and scale. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionWe are looking for an experienced Operations Manager to support a financial services team in New York, New York. This Long-term Contract position is ideal for a detail-oriented individual with a strong background in hedge fund operations, fund accounting, and listed equities support who can bring structure, accuracy, and oversight to daily portfolio activity. The role focuses on ensuring smooth post-trade operations, maintaining control over cash and position reporting, and delivering reliable investment operations support in a fast-paced environment. Responsibilities: • Oversee the full trade lifecycle for investment activity, from booking and confirmation through settlement and exception resolution., • Perform daily reconciliation of cash, positions, and transactions to identify breaks, investigate discrepancies, and ensure accurate records., • Support trade processing and operational execution for equities activity, with close attention to timeliness and control., • Maintain effective coordination with custodians, brokers, and other external partners to resolve operational issues and support investment servicing needs., • Prepare recurring fund, portfolio, and investment reports, including monthly summaries and performance-related operational data., • Monitor operational controls and contribute to risk reduction by improving workflows, strengthening procedures, and addressing gaps in processes., • Analyze daily cash movements and balances to support liquidity tracking, funding needs, and overall cash management., • Assist a lean operations team with core hedge fund accounting and portfolio support activities across routine and ad hoc assignments.• 5+ years of experience in investment operations, hedge fund operations, fund accounting, or a related financial services environment., • Hands-on knowledge of trade lifecycle management, including trade capture, reconciliation, and settlement processes., • Experience performing daily cash, position, and transaction reconciliations within an investment or portfolio operations setting., • Strong understanding of equities operations, with listed equities or U.S. equities experience strongly preferred., • Familiarity with broker and global custody relationships, including issue resolution and day-to-day operational coordination., • Background in portfolio servicing, investment reporting, and operational support for fund or portfolio management activities., • Solid grasp of operational controls, risk awareness, and process improvement within a regulated financial environment.

Senior Tax Manager - NYC (Hybrid) \n \n A rare opportunity exists to join a mid-sized tax and accounting firm that is among the smallest equity backed platform companies in the United States. In a landscape where scale often comes at the expense of individuality, this firm has managed to secure investment without losing the human touch. \n \n Every team member participates in profit sharing, and those at Manager level and above have the option of a K1 allocation. It is a simple but powerful incentive. When people share in the upside, they think differently, they collaborate differently and they care differently. \n \n Work life balance is not an aspiration here, it is engineered directly into the model. The result is an environment where people can perform at a high level without the creeping dread of burnout. Off season and on season hours come with guidelines rather than commands, recognising that high quality work requires time to train staff, develop them and think clearly. \n \n Schedules are flexible. People can be in the office often or rarely depending on what helps them do their best work. Despite this freedom, the firm maintains a robust client pipeline and the refined processes usually associated with much larger organisations. Partners treat staff the way they would want to be treated, which sounds simple but is surprisingly rare. The culture that has emerged from this mindset is one they are proud of and keen to protect as the team grows. \n In addition to profit sharing, the benefits package includes unlimited PTO, medical, a 401k with company contribution and support for education. \n \n For someone who believes that incentives, autonomy and trust shape better work than strict targets and long hours, this is an unusually well designed place to build a career. \n \n ........................................... \n How to Apply \n \n Here’s the thing about job applications. Many people overthink them. It’s easy to assume you need to tick every single box before applying, but that’s not how we work. \n \n If this role catches your interest, just go ahead and apply. Clicking “apply” isn’t a lifelong commitment; it’s simply the first step in a conversation. \n \n Prefer a more personal connection? Feel free to give me a call at 646-681-4031 \n You can also find my details on LinkedIn - I’m Ian Hallam at Distinct North America. \n \n Worried you don’t check every single requirement? That’s absolutely fine. The CPA firms we work with value people who bring different perspectives and experience. At the end of the day, the worst-case scenario is simply a friendly conversation about your career. The best-case? Something genuinely exciting. \n

Machine Learning Engineer 4 - Finance Tech\n \n \n Do you love building and pioneering in the AI and technology space? Do you enjoy solving complex business problems in a fast-paced, collaborative, inclusive, and iterative delivery environment? At Capital One, you'll be part of a big group of makers, breakers, doers and disruptors who love to solve real problems and meet real customer needs. We are seeking Machine Learning Engineers who are passionate about leveraging cutting-edge open source frameworks, advanced algorithms, and emerging technologies to join our team. As a Machine Learning Engineer, you’ll have the opportunity to be on the forefront of driving major AI transformations and scaling production models across Capital One. \n \n Finance Tech is responsible for transforming Capital One's financial engine into the most trusted, nimble, and insightful in the industry. Our core mission is to engineer outcomes that strategically enable the Finance organization and the broader Enterprise to remain efficient. This mission is driven by four technical and functional pillars: Forecasting & Resiliency, providing advanced decision support; Treasury & Trade managing sophisticated cash and investment lifecycles; and Accounting & Reporting, ensuring the integrity of our general ledger and regulatory commitments. Powering these pillars are our Data and Core capabilities, which manage the orchestration, sourcing, and pipelines for critical financial data products. \n \n By defining the next generation of financial technology, we ensure that every business process is backed by high fidelity tracking and reporting. Together, we are not just supporting the bottom line - we are building a strategic enabler that operates as a world class financial engine. \n \n What You’ll Do: \n\n • The MLE role overlaps with many disciplines, such as Ops, Modeling, and Data Engineering. In this role, you'll be expected to perform many ML engineering activities, including one or more of the following:\n, • Design, build, and/or deliver ML models and components that solve real-world business problems, while working in collaboration with the Product and Data Science teams\n, • Inform your ML infrastructure decisions using your understanding of ML modeling techniques and issues, including choice of model, data, and feature selection, model training, hyperparameter tuning, dimensionality, bias/variance, and validation)\n, • Solve complex problems by writing and testing application code, developing and validating ML models, and automating tests and deployment \n, • Collaborate as part of a cross-functional Agile team to create and enhance software that enables state-of-the-art big data and ML applications\n, • Retrain, maintain, and monitor models in production\n, • Leverage or build cloud-based architectures, technologies, and/or platforms to deliver optimized ML models at scale\n, • Construct optimized data pipelines to feed ML models\n, • Leverage continuous integration and continuous deployment best practices, including test automation and monitoring, to ensure successful deployment of ML models and application code \n, • Ensure all code is well-managed to reduce vulnerabilities, models are well-governed from a risk perspective, and the ML follows best practices in Responsible and Explainable AI\n, • Use programming languages like Python, Scala, or Java\n\n \n This role is designated as a hybrid position. You are expected to adhere to Capital One's hybrid policy regarding required on-site presence at your designated office location. \n Basic Qualifications: \n\n • Bachelor's Degree or higher in Computer Science, Machine Learning or a related quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Engineering)\n, • At least 4 years of experience programming with Python, Java, Golang, or C++\n, • At least 4 years of Machine Learning experience using industry standard frameworks PyTorch or Tensorflow and libraries (Pandas, NumPy, Scikit-learn)\n, • At least 4 years of experience using and operating large scale distributed systems (Spark, Ray) to prepare AI or Machine Learning data\n, • At least 2 years of experience deploying and operating Machine Learning solutions in production and operating production services in the cloud (AWS, GCP, Azure) and using Kubernetes to manage large scale containerized Machine Learning software systems\n\n \n Preferred Qualifications: \n\n • Master's or Doctoral Degree in Computer Science, Electrical Engineering, Mathematics, or related field\n, • 3+ years of experience optimizing ML algorithms, configurations, and infrastructure\n, • 3+ years of experience following software development best practices including source control, testing, code reviews, CI/CD, etc. \n, • 3+ years of experience building resilient software solutions with pre-production testing, advanced deployment techniques (one-box, blue/green, gradual dial-up), monitoring, alarms, and preparing incident response plans.\n, • 3+ years of experience working with Machine Learning techniques (Supervised, semi-supervised, and unsupervised, reinforcement learning, etc.) model types (Regression, Classification, Clustering, etc.), model Architectures (RNNs, CNNs, LSTMs, Transformers), training concepts (loss function, hyperparameters, regularization), and how to evaluate model accuracy and diagnose and address common issues (underfitting, overfitting)\n, • 3+ years of experience designing, implementing, and scaling production-ready data pipelines for training and evaluating ML models.\n, • 1+ years of experience as a technical lead developing ML solutions using industry best practices, patterns, and automation \n, • Authored/co-authored a paper on a ML technique, model, or proof of concept\n\n \n At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (e.g. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-3, and O-1, or any other forms of work authorization that require immigration support from an employer). \n \n The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. \n Cambridge, MA: $197,300 - $225,100 for Machine Learning Engineer 4\n \n McLean, VA: $197,300 - $225,100 for Machine Learning Engineer 4\n \n New York, NY: $215,200 - $245,600 for Machine Learning Engineer 4\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. \n This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.\n \n Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. \n This role is expected to accept applications for a minimum of 5 business days.\n \n No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.\n \n \n If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. \n \n For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com \n \n Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. \n \n Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

We are partnering with a leading $70B+ alternative asset manager to hire a Tax Principal for its credit platform — a highly visible, growth-oriented role within a lean, sophisticated tax team. \n \n This role would sit at the center of a complex credit and equity platform — owning tax across funds, blockers, and international structures. \n \n This company offers the prestige of a large, multinational firm with the exposure and growth opportunities of a close-knit team. \n \n This unique company is looking for someone that is a true collaborator and has excellent interpersonal skills. \n \n What makes this role compelling: \n • True deal exposure — partner directly with investment and capital markets teams on structuring acquisitions, dispositions, and financings \n • Strategic impact — lead compliance and tax-efficient structuring across a sophisticated portfolio \n • Broad technical scope — oversee U.S. and international compliance across multi-tiered fund structures \n • Investor-facing responsibility — manage reporting and inquiries with precision and credibility \n • Platform influence — improve and automate tax processes as the real estate strategy scales \n • Direct visibility to senior leadership within a fast-moving, performance-driven culture \n \n This is not a back-office compliance seat — it’s a role for someone who wants to influence transactions, operate with autonomy, and grow alongside a rapidly expanding credit business. \n \n The firm offers strong compensation, meaningful upside, and a collaborative culture where tax has a seat at the table. \n \n Requirements: \n o 10+ years of partnership tax experience from public accounting and/or related financial services experience (Credit experience is REQ) \n o Excellent organizational and interpersonal skills \n o Strong technology skills (ie. Alteryx, Tableau, Power Query and Power BI experience)

Ready to move beyond traditional public accounting? Join a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. This Jobot Job is hosted by: Mark C. Johnson Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $200,000 - $260,000 per year A bit about us: Our client is a nationally recognized independent wealth management and advisory firm serving high-net-worth individuals, families, business owners, and family offices. The firm provides integrated wealth management solutions that include investment management, financial planning, tax advisory, estate planning, and family office services. Known for its collaborative culture and commitment to delivering sophisticated advice, the organization has built a reputation for providing highly personalized solutions to complex financial situations. With continued growth across major markets, the firm is investing in talented professionals who are passionate about helping clients navigate increasingly complex tax and financial planning needs. Why join us? This is an opportunity to become part of a highly respected organization where tax professionals are viewed as strategic advisors and key contributors to client success—not simply return preparers. The firm offers exposure to complex and intellectually stimulating tax matters involving high-net-worth individuals, trusts, partnerships, closely held businesses, private foundations, and multi-generational wealth planning strategies. You will work alongside experienced wealth advisors, planners, and specialists in a collaborative environment that encourages professional growth and continuous learning. In addition to challenging and rewarding work, the firm offers: Competitive compensation package ($200,000 - $220,000) Annual bonus opportunity Comprehensive medical, dental, and vision coverage beginning on day one 401(k) plan with company match Flexible PTO policy Paid parental leave Financial support for advanced education and professional designations Commuter benefits Opportunities to participate in community and volunteer initiatives A culture that values collaboration, integrity, excellence, and professional development This is an ideal opportunity for an experienced tax professional seeking a sophisticated client base, meaningful client relationships, and a long-term career path within a growing national organization. Job Details The Senior Tax Manager / Tax Principal will play a critical role in delivering comprehensive tax compliance, planning, and advisory services to high-net-worth individuals and families. This position requires strong technical expertise, exceptional client service skills, and the ability to manage multiple complex engagements in a fast-paced environment. Based in New York City, this individual will work closely with clients and members of their broader wealth management teams to provide proactive tax guidance and strategic planning solutions. Key Responsibilities Prepare and review complex individual income tax returns, including multi-state filings Prepare and review gift, trust, partnership, corporate, and private foundation tax returns Develop quarterly tax projections, estimated tax calculations, and extension filings Assist high-net-worth clients with a variety of financial matters, including mortgage applications, insurance-related requests, required minimum distribution (RMD) analysis, and cash flow projections Respond to tax notices and support clients through tax audits and examinations Conduct tax research and provide recommendations regarding complex tax issues Prepare detailed and organized workpapers that support tax filings and planning strategies Manage foreign tax reporting and compliance requirements Participate in special projects, including forensic analyses related to matrimonial and other financial matters Collaborate with financial advisors, investment professionals, attorneys, and other members of clients' advisory teams Build and maintain trusted client relationships through exceptional service and responsiveness Qualifications CPA designation required Minimum of seven years of experience preparing and reviewing tax returns for high-net-worth individuals Strong experience with complex individual, trust, gift, partnership, corporate, and private foundation taxation Advanced technical tax knowledge and planning expertise Proficiency with CCH Axcess Tax, Income Tax Planner, tax research platforms, and Microsoft Office Suite Excellent analytical, organizational, and problem-solving abilities Strong verbal and written communication skills Ability to manage multiple priorities and meet deadlines in a fast-paced environment Proven commitment to client service excellence and attention to detail What Success Looks Like The ideal candidate combines deep technical tax expertise with a client-first mindset. They thrive in a collaborative environment, take ownership of their work, communicate effectively with clients and colleagues, and enjoy solving complex tax challenges for sophisticated high-net-worth individuals and families. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. 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Job Description This is an on-site position located in Roslyn, NY. Position Summary: The Sr. Analyst - Finance Operations & Analytics will serve as a hands-on analytical partner responsible for improving the accuracy, efficiency, visibility, and performance of Finance's operational workflows across the company’s entities. This experienced individual contributor will analyze financial and operational data, strengthen reporting and workpapers, investigate exceptions, and support high-priority process and system initiatives across the Finance organization. The ideal candidate is intellectually curious, highly accountable, and comfortable working through ambiguity. This individual will not stop at completing the requested task; they will validate the data, understand the underlying process, identify root causes, and pursue related risks or opportunities. The role requires sound judgment, strong execution, and a demonstrated habit of leaving each analysis, workpaper, and process better than they found it. Essential Duties & Responsibilities: Finance Operations Analysis & Support • Analyze end-to-end Finance activity across policy billing and invoicing, refunds, cash application, accounts receivable, collections, and claim-payment workflows., • Monitor transaction volumes, aging, turnaround times, exception rates, backlogs, accuracy, and other operational measures; identify emerging issues and recommend action., • Reconcile operational reports and source-system data to financial records and the general ledger; investigate discrepancies and coordinate timely resolution., • Support month-end and quarter-end close activities through accurate schedules, accrual support, operational reporting, and clear variance explanations. Reporting, Analytics & Decision Support • Develop and improve key performance indicators, dashboards, recurring reports, and analytical workpapers that increase visibility, accountability, and decision-making speed., • Combine and analyze large data sets from multiple systems; validate completeness and accuracy before communicating findings., • Perform ad hoc financial and operational analysis, quantify business impact, explain root causes, and present practical recommendations to Finance and business leaders., • Support forecasts, budgets, business cases, staffing and workload analysis, and other cross-Finance initiatives with timely, decision-ready insights. Process Improvement & Finance Transformation • Understand the purpose, inputs, controls, handoffs, and users of existing processes before recommending improvements to accuracy, clarity, efficiency, or repeatability., • Redesign workpapers, templates, reconciliations, and reporting packages; automate manual activities where practical while maintaining appropriate controls., • Support Finance system implementations and enhancements through requirements gathering, process mapping, data mapping, testing, reconciliation, issue resolution, and documentation., • Establish clear data definitions, procedures, ownership, version control, and audit trails for recurring operational and analytical processes. Business Partnership, Controls & Execution • Partner across Finance Operations, Financial Reporting, Treasury, Internal Controls, Information Technology, and business teams to resolve data and process gaps., • Independently structure and execute loosely defined assignments, manage competing priorities, communicate progress, and close the loop on follow-up items., • Ask thoughtful questions, challenge assumptions constructively, and pursue additional analysis when the facts indicate a broader issue or opportunity., • Support internal controls, audit requests, and remediation efforts by maintaining organized support and following issues through resolution. Education & Qualifications: • Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or a related field., • Minimum of 5 years of progressive experience in finance operations, accounting, Financial Planning & Analysis ("FP&A"), finance analytics, finance transformation, insurance finance, or regulated financial services., • Advanced Microsoft Excel skills, including the ability to structure complex analyses and build accurate, repeatable workpapers; strong Microsoft PowerPoint capabilities., • Strong understanding of financial statements, general ledger data, monthly close, reconciliations, internal controls, and transaction-based Finance workflows., • Demonstrated ability to analyze large data sets, validate results, identify root causes, and convert findings into actionable recommendations., • Excellent organization, communication, and business-partnership skills, with the ability to work independently and deliver high-quality results in a lean Finance team., • Demonstrated initiative, intellectual curiosity, attention to detail, and a consistent record of improving work beyond the initial assignment., • Must demonstrate ability to maintain an effective working relationship with other departments, employees, management, and clients. Preferred Attributes: • Insurance, reinsurance, premium, claims/loss, cash-flow, investment reporting, or other regulated financial services experience., • Experience with billing, cash application, accounts receivable, collections, refunds, claim payments, or other high-volume financial transaction processes., • Experience with Power BI, Power Query, Structured Query Language (SQL), data visualization tools, enterprise resource planning systems, policy or claim administration systems, or process automation., • Experience supporting system implementations, data conversions, user acceptance testing, reconciliations, reporting redesign, or Finance transformation initiatives., • Certified Public Accountant, Master of Business Administration, Lean Six Sigma certification, or progress toward another relevant credential preferred. The actual compensation for this position will be determined by experience and other factors permitted by law.

Position \n Research Analyst – U.S. Equity Investments \n Summary \n We are seeking a detail-oriented and proactive Equity Research Analyst with approximately 1-5 years of experience in U.S. equity markets. The candidate will be responsible for supporting the full investment process, including company and sector research, financial modeling, valuation analysis, and preparation of investment committee presentations. The role also includes monitoring covered companies, engaging with corporate management teams and sell-side analysts, and providing timely recommendations to portfolio managers. In addition, the role will contribute to investor-facing activities by preparing portfolio updates, performance summaries, and strategic outlook materials, ensuring consistency and clarity in communications with stakeholders. The position also requires close collaboration with Japanese expatriates, including providing English-language support. Strong communication and organizational skills are essential for working effectively with internal teams, external stakeholders, and investors. \n \n Essential Duties \n\n • Equity Research & Investment Execution • Conduct comprehensive fundamental research on listed companies, including strategy evaluation, financial performance, management quality, and alignment of interests with shareholders. • Analyze financial statements, earnings drivers, industry positioning, and competitive dynamics. • Develop and maintain detailed financial models to assess company valuations, cash flow projections, and scenario/sensitivity analyses. • Coordinate with external research providers, sell-side analysts, and consultants to validate assumptions and enhance investment decision-making. • Prepare investment recommendation materials and support the execution of trades and investment approvals.\n, • Portfolio Monitoring & Reporting • Monitor ongoing performance of covered companies, including earnings releases, guidance updates, and material news flow. • Maintain and update portfolio tracking tools and databases to ensure accurate and timely reporting. • Identify and escalate deviations from expected performance, operational issues, or material changes in company strategies. • Assist in preparing periodic portfolio reviews and attribution analysis for senior management and stakeholders.\n, • Investment Committee (IC) Support • Prepare detailed presentation materials for IC meetings, including investment rationale, risk analysis, sector outlook, and valuation scenarios. • Present investment opportunities and respond to questions from committee members with clarity and professionalism. • Track IC feedback and ensure follow-up actions are completed in a timely manner.\n, • Trade & Portfolio Operations • Monitor and forecast portfolio cash flows (dividends, share buybacks, corporate actions). • Coordinate trading activities with portfolio managers, custodians, and operations teams, and execute actual equity trades as required. • Ensure accurate reconciliation of holdings, valuations, and risk exposures. • Support audits, compliance checks, and regulatory filings as required.\n, • Research & Strategy Development • Participate in regular research meetings with portfolio managers to discuss new investment ideas. • Present stock recommendations in meetings where potential new holdings are evaluated, including preparing and delivering clear investment theses, valuation analyses, and risk assessments. • Document meeting outcomes and follow up on action items with relevant stakeholders. • Collaborate with internal and external research providers to refine investment strategies based on market trends and portfolio objectives. • Conduct market research, sector studies, and scenario analysis to support strategic planning.\n, • Investor Presentation & Reporting • Prepare professional presentation materials for investor meetings, including portfolio updates, performance summaries, and strategic outlooks. • Support investor relations by responding to inquiries and providing timely updates on fund performance and market developments. • Coordinate with senior management to ensure consistency and accuracy in investor communications. • Assist in the development of investor reports and marketing materials.\n, • Risk Management • Support the development and implementation of risk management frameworks for equity investments, including both qualitative and quantitative assessments. • Monitor macroeconomic, market, and sector-specific risks that may impact portfolio performance. • Collaborate with internal risk and compliance teams to ensure adherence to investment guidelines and regulatory requirements. • Document and maintain risk registers and mitigation strategies for each investment to propose. • Conduct risk analysis utilizing risk management tools to quantify exposures and enhance decision-making.\n, • Internal Coordination & External Communication • Work closely with internal investment, legal, finance, and operations teams to ensure smooth execution of investment processes. • Liaise with sell-side analysts, consultants, and external research providers to gather market intelligence, validate assumptions, and support investment decisions. • Maintain organized documentation and communication records for audit and compliance purposes. • Communicate effectively in English with Japanese expatriates to support business operations and ensure alignment on investment activities. • Participate, as necessary, in internal cross-departmental meetings as well as Equity Team discussions to ensure alignment and effective communication of investment activities.\n\n Working Hours, Working style \n 9:00~17:00, On-site, 5 days \n \n Working Location \n New York \n \n Salary/Benefit \n The expected annual base salary for this position ranges from $100,000 to $130,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus based on qualitative and quantitative performance factors. \n Holidays \n Weekends, National holidays \n Qualifications \n Education & Experience • Bachelor’s degree in Finance, Economics, Accounting, or a related field; MBA or Master’s degree preferred. • Approximately 1-5 years of experience in equity research, investment management, or related buy-side or sell-side roles. • Experience in stock selection, sector coverage or supporting portfolio managers with investment recommendations is preferred. • Professional certifications such as CFA or similar are preferred. Skills & Competencies • Strong analytical skills with expertise in financial modeling, valuation techniques (DCF, comparables, scenario/sensitivity analysis), and fundamental research. • Ability to generate differentiated investment ideas and clearly articulate the investment thesis and risks. • Excellent written and verbal communication skills for preparing internal investment memos, presenting to portfolio managers and investment committees, and communicating investment views to investors. • Proficiency in Microsoft Excel, PowerPoint, Bloomberg, Barra, or other financial databases. • Familiarity with U.S. equity markets, sector dynamics, and company-specific drivers. Deep knowledge of a specific industry sector, developed through prior practical experience, is preferred. \n

About Stellar \n Stellar Management is an AI-first real estate investment and property management firm with a large, institutional portfolio. We use AI across our operations and want teammates who do too. \n \n The Role \n Own and enhance our Yardi ecosystem, partnering with Asset Management, Accounting and Property Management to improve data quality, reporting and automation. This hands-on role offers direct systems ownership and a path toward broader systems and data leadership. \n \n Responsibilities \n • Administer and support Yardi Voyager and related modules, including configuration, permissions and workflows. \n • Build and maintain SSRS/YSR, Power BI and Excel reports and dashboards. \n • Translate business requirements into configurations, process improvements and documentation. \n • Support implementations, upgrades, integrations and migrations, including testing, validation and post-go-live review. \n • Build scripts, data pipelines and integrations that reduce manual work. \n • Maintain data integrity through reconciliations and controls; resolve issues and coordinate with Yardi support and vendors. \n \n Requirements \n • 2–5 years of hands-on Yardi Voyager experience in real estate, property management or accounting—a firm requirement. \n • Experience configuring Yardi, writing or maintaining reports and supporting end users. \n • Strong SQL, Power BI or comparable BI tools, and advanced Excel skills. \n • Business requirements gathering, UAT and process documentation experience. \n • Clear communication with business, technical and non-technical stakeholders. \n • AI-proficient, or genuinely AI-curious: you use tools like ChatGPT, Copilot or Claude day to day to work faster, and you're excited to bring AI into Yardi workflows and reporting. \n • Bachelor's degree in Information Systems, Computer Science, Finance, Real Estate or a related field, or equivalent practical experience. \n \n Nice to Have \n • MRI, RealPage, AppFolio, Entrata or SiteCompli experience. \n • Python, VBA or Power Automate skills. \n • Institutional real estate operations, financial data or portfolio analytics exposure. \n • Yardi implementations, module rollouts or platform migrations. \n • Experience building AI-assisted automations, prompts or agents for data, reporting or operations work. \n \n Salary: $75,000 – $100,000 per year \n \n How to Apply \n Apply through LinkedIn. \n \n Stellar Management is an equal opportunity employer.

Hybrid or Remote High Net Worth Tax Manager role serving individuals, trusts, and family groups at an established DC-area CPA firm. This Jobot Job is hosted by: Natasha van der Griendt Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $130,000 - $200,000 per year A bit about us: A mid-sized CPA and business advisory firm that has served the Washington, DC area for nearly a century, with a team of about 85 and a global network of accounting firms behind it. Its clients range from start-ups to companies with revenues in the hundreds of millions, and the firm is often the trusted advisor to owners and executives on personal, financial, and wealth transfer planning as well as major business transitions. Why join us? Hybrid or remote (Eastern to Central time zones) 401(k) with employer match Medical, dental, vision, and disability coverage 27 PTO days CPE and career development support Collaborative culture with real work-life balance Job Details HIGH NET WORTH TAX MANAGER An established DC-area CPA firm is seeking a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups. You'll be the primary contact for these clients, review complex returns, and mentor the associates and seniors who prepare them. Responsibilities Serve as the main point of contact for high-net-worth individuals and families, building long-term advisory relationships Review complex federal, state, and local returns, including individual and trust returns, and manage multi-state issues when they arise Develop planning strategies across income tax, estate and gift, trust structuring, charitable giving, executive compensation, and investments Research complex tax questions, flag risks and planning opportunities, and communicate recommendations clearly Oversee tax projections, estimated payments, and extension calculations Coordinate with clients' attorneys, financial advisors, bankers, investment advisors, and family office personnel Manage multiple engagements at once while keeping deadlines, budgets, and client expectations on track Review staff and senior workpapers, coach and mentor associates, and help with scheduling and workflow during busy season Look for opportunities to expand services within existing client relationships Stay current on changing tax laws and regulations Qualifications Active CPA or EA Bachelor's degree in accounting 8+ years of progressive public accounting experience with a focus on high-net-worth compliance and planning Experience reviewing Form 1040 and 1041 returns Strong tax research skills Gift tax (709), pass-through (1065/1120-S), or private foundation experience a plus CCH Axcess experience preferred Leadership experience, with the ability to motivate and develop a team Excellent communication and interpersonal skills Additional Details Remote candidates should be located in the Eastern to Central time zones Interested candidates should submit their resume for immediate confidential consideration. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Real estate investment firm is seeking an Accounting & Finance Manager with Restaurant + Real Estate experience in New York This Jobot Job is hosted by: Tony Marasco Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $140,000 - $150,000 per year A bit about us: We are a real estate investment firm in New York with a variety of mixed use, residential, and commercial properties. With over 20 properties in New York, we provide investment support and property management across our portfolio. Are you a Controller with real estate experience, specifically with restaurant properties? If so, please continue to read Why join us? Privately owned company Leadership position Competitive salary Benefit Job Details What You’ll Do Hospitality / Restaurant Full-cycle bookkeeping (AP/AR, invoicing, payables) Reconcile bank and credit card accounts Maintain general ledger and financial records Prepare monthly P&Ls and monitor key costs Coordinate with external accountants Real Estate Manage property-level P&Ls and balance sheets Prepare reporting for lenders and banks Assist with refinancing and financing processes Track expenses, rent rolls, and capital projects Financial Oversight Lead monthly close and reporting Support budgeting, forecasting, and cash flow Identify trends and opportunities for improvement Owner Support Light personal bookkeeping and expense tracking Assist with construction/project budgeting Ad hoc financial and administrative support What We’re Looking For 5–10+ years experience in accounting or bookkeeping Strong full-charge bookkeeping background Experience in hospitality and/or real estate preferred Comfortable working with P&L, balance sheet, and cash flow Experience interacting with banks, lenders, or financing a plus Proficient in QuickBooks and Excel Highly organized, detail-oriented, and proactive Willing to be hands-on while thinking at a higher level Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Join Jobot! We are hiring Experienced Agency Recruiters! This Jobot Job is hosted by: Abby Filliben Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $75,000 - $500,000 per year A bit about us: Who is Jobot? Jobot is an employee-owned recruiting and consulting firm that has been redefining how companies hire and how careers are built since 2018. We combine experienced recruiters with advanced technology, including our proprietary software Jax and AI assistant Jeni, to help connect good people with good jobs! Why join us? Jobot is employee-owned, which means everyone here shares in the success we build! We operate with high standards, a collaborative mindset, and a culture grounded in kindness and respect. We also invest heavily in our recruiters, so you have the tools and support to perform at a high level. If you have 2+ years of agency recruiting experience, a strong track record, and you take pride in your work, this is a place where you can build something meaningful alongside other high performers. This role is for a Legal recruiter. Sounds like you, but you’re not a Legal recruiter? Still, let’s chat! We support 12 specialties including Accounting + Finance, Construction, Tech, and more. We have been recognized by Inc., Forbes, Fortune, USA Today, and Staffing Industry Analysts. Why? Here are a few of our favorite reasons: Culture: Employee owned since 2024, we are a group of high-effort givers who believe that those who contribute to our success should share in it. Kindness + Respect is our motto. Autonomy: Be a true market expert while still having the flexibility to work with candidates and clients across industries, skill sets, and geographies. World-Class Resources: You will have access to our proprietary recruiting software, Jax, and AI assistant, Jeni, along with additional industry tools. Our unique-to-us toolkit allows you work more efficiently, stay competitive, and stand out in the market. Investment in You: We offer ongoing training and development designed to guide experienced recruiters through every stage of their career at Jobot. Income: We offer a competitive compensation structure with commission and bonuses where your performance directly drives your earnings. Our environment enables recruiters to bill at higher rates with proven tools, proprietary technology, and an experienced team to partner with. Imagine what your desk could look like with that level of support and collaboration! Events: We have events each year, designed to celebrate our hard work and success. Our annual CEO Club trip has brought our top performers to destinations like Bora Bora, Costa Rica, and Turks and Caicos. Your Time Matters: Give 100% to all areas of your life, whether that be time with friends or family, enjoying hobbies, resting and recharging, or working. So, give it your all, then unwind! Remote-first, work from anywhere in the U.S. Free Friday: take every other Friday off 2-week holiday break Unlimited PTO Benefits: Executive Level Benefits aren’t just for our Executives. We offer the same Platinum level benefits to all of our employees. Medical, dental, and vision coverage with 100% coverage for employees and 50% for dependents, including PPO and HMO plan options. Job Details What You’ll Do: New Business Development: Using your top-notch sales skills to bring in and retain clients Recruitment: Utilizing our premiere tech stack including our custom built ATS, Jax, to find candidates who match your clients open positions Lead with Kindness + Respect What You Bring: Staffing Agency Experience: Currently or most recently employed at a staffing agency with 2+ years of experience Full-Desk Recruiting Expertise: Proven ability to manage both client development and candidate recruitment Performance & Revenue Accountability: Demonstrated success in meeting or exceeding placement • Relationship Nurturing: maintain your strong relationships both internally and externally Preferred: Industry Specialization: Experience recruiting in Legal or similar skill sets ATS Proficiency: Skilled in using applicant tracking systems (e.g., Bullhorn, Salesforce, etc.) Bachelor's degree Think we have a match? Make sure to highlight your industry experience in our instant interview questions when you apply! We are helping good people get good jobs. We are Jobot, Join Us! Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. 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A leading, rapidly growing alternative asset manager with over $50B in AUM is seeking an AVP, Deal Operations to join its team in NYC (3 days in office). \n Compensation: Up to ~$180K base + target total compensation of $225K-$250K \n \n What You'll Do \n\n • Act as the operational point of contact for private credit transactions from onboarding through closing and ongoing lifecycle management\n, • Partner closely with investment professionals, capital markets, treasury, fund accounting, servicers, trustees, and external counterparties\n, • Review deal documentation, translate key terms into operational processes, and oversee deal setup\n, • Manage funding, closing, reconciliation, and onboarding workflows across complex credit structures\n, • Support process improvement initiatives and leverage technology to drive efficiency\n\n \n Ideal Background \n\n • 7+ years of experience in deal operations, private credit operations, or fund operations\n, • Strong understanding of credit products, financing facilities, securitizations, and deal documentation\n\n \n Why Consider It? \n\n • Join one of the fastest-growing platforms in alternative investments\n, • High visibility role with direct interaction across front office and senior stakeholders\n, • Exposure to complex private credit transactions and structured finance products\n, • Strong culture, collaborative environment, and hybrid flexibility\n, • Excellent long-term growth opportunity within a rapidly expanding organization\n\n \n 50907

Employer Summary: \n \n Octagon Credit Investors, LLC is a $32 billion asset manager specializing in broadly syndicated loans and high yield bonds (i.e., liquid credit), structured credit (CLO debt and equity), multi-asset credit, and direct lending strategies. Over our 30+ year history, Octagon has developed a rigorous investment process based on fundamental credit analysis, relative value positioning, and active risk management to generate attractive risk-adjusted returns for investors. Octagon counts major financial institutions, insurance companies, and pension funds around the globe among our largest investors. Through our various investment platforms, we seek to provide investors with differentiated access to the US below investment grade corporate credit and private credit markets. \n \n Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon and Conning are part of Generali Investments, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups. \n \n Currently comprising approximately 100 employees, Octagon strives to foster a team-based culture built upon communication, trust, accountability, and dedication to client partnership. Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. \n \n Position Summary: \n \n The Vice President of Accounting is responsible for all aspects of compliance, reporting, and monitoring for Octagon’s growing Investment Funds platform. We are looking for a professional with 10+ years of experience at an investment adviser or related financial services firm. Working knowledge and experience with Collateralized Loan Obligation (“CLO”) accounting is a plus. \n \n The position will work independently, and in conjunction, with members of the Accounting Team and report to a Managing Director while taking on an integral role in helping to manage and contribute to Octagon’s success. \n \n Essential Duties and Responsibilities: \n \n\n • Analyze Fund/Separately Managed Accounts (“SMA”) governing documents and ensure proper set up of reporting and structures\n, • Work with custodians and administrators to reconcile data and investigate discrepancies\n, • Prepare and review management and incentive fee calculations for assigned Funds/SMAs\n, • Review and sign off on monthly NAVs for assigned Funds\n, • Work with Investor Relations department to prepare investor reporting packages (monthly/ quarterly)\n, • Manage and coordinate annual Financial Reporting and audits for assigned Funds\n, • Manage, coordinate, and review annual Tax Reporting for assigned Funds, including investor K-1s\n, • Answer questions pertaining to Fund information and performance to both internal and external stakeholders\n, • Support the development of technology-based solutions designed to improve internal recordkeeping, monitoring, and reporting capabilities\n, • Proactively take on ad hoc projects and provide support for new business initiatives, as needed\n\n \n Areas of Knowledge, Skills, and Abilities/Qualifications: \n \n\n • Bachelor’s degree with 10+ years of relevant experience with Investment Funds Reporting\n, • Understanding of CLO mechanics and documentation a plus\n, • Working knowledge of WSO software platform a plus\n, • Strong proficiency in Microsoft Excel and Word\n, • Excellent written and oral communication skills, strong analytical skills, and exemplary attention to detail\n, • Ability to multi‐task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities)\n, • Comfortable interacting and building relationships with all teams (including senior management) across the firm and affiliated organizations\n, • Highly motivated, proactive team player with a positive attitude\n, • Outstanding reputation of professional integrity and maturity\n, • Ability to clearly articulate views and supporting data\n\n \n Compensation and Benefits: \n \n\n • Competitive salary and eligibility for year-end performance-based bonus\n, • Medical, dental, vision, life, and disability insurance\n, • Commuter benefits\n, • 401(k) matching program\n, • Employee Assistance Program (“EAP”)\n, • Professional designation and licensure assistance\n, • Family support and leaves of absence\n\n \n Note: \n \n Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.

We're working with a leading alternative investment firm in NYC looking to add a Manager to its Management Company Accounting team. \n \n This role will have broad responsibility across accounting, financial reporting and controls for the firm's management company entities, while also supporting process improvements and broader finance initiatives. \n \n Responsibilities: \n\n • Prepare and review financial reporting for management company entities.\n, • Support monthly, quarterly and annual close processes, including journal entries, accruals, reconciliations and consolidations.\n, • Maintain and enhance internal controls and accounting processes.\n, • Analyze and resolve complex accounting and financial reporting matters.\n, • Partner across Finance, Tax, Legal and other functions on accounting and reporting initiatives.\n, • Identify opportunities to improve and automate accounting, reporting and control processes.\n, • Support broader projects involving systems, processes and the firm's financial infrastructure.\n\n \n Qualifications: \n\n • 6+ years of relevant experience.\n, • CPA is required.\n, • Background in alternative asset management, investment management, financial services or public accounting.\n, • Experience with management company, corporate or legal entity accounting is strongly preferred.\n, • Strong knowledge of US GAAP, financial reporting, close processes and internal controls.\n, • Experience preparing and/or reviewing financial statements and supporting complex accounting matters.\n, • Experience with automation, systems implementations or accounting transformation initiatives is a plus.\n

We are seeking candidates for an Interim Fund Controller position with a highly successful investment management firm located in New York, NY. The Interim Fund Controller will be responsible for the Finance, Accounting, and Operations of the firm’s hedge funds. This position will report to the managers on the firm's Audit and Financial Reporting team. The Interim Fund Controller will work to complete the audits within 90 days, collaborating closely with analysts and managers, as well as external partners such as the Fund Administrators and Auditor.\n \n \nThis is a 2.5-month contract position that will pay $65-75/hr (depending on experience) within a 40-hour workweek. Qualified candidates who are 100% remote and located in New England or the NYC/NJ area will be considered.\n \n Responsibilities \n\n • Oversee and/or perform annual audit and financial reporting activities for a book of hedge funds, including detailed review of the balance sheet, income statement, statement of changes, consolidated SOI, financial highlights, and review of footnotes (including disclosure of ASC 820, ASC 815, ASU 2011-4, and other required disclosures)\n, • Possible support for audit-related projects\n, • Provide feedback for process improvement efforts identified in completing assignments\n, • Provide feedback on technical subject matters from past work experience \nQualifications \n\n • Bachelor’s degree, preferably in accounting, finance, or business\n, • 5-10+ years of audit and/or financial reporting experience, preferably for hedge funds, is required.\n, • Must have experience with: Financial Reporting, Financial Statement Preparation, and/or Auditing\n, • Complex Funds (Hedge Funds, difficult mutual funds, master feeders, side pockets, etc.)\n, • Proficient in Microsoft core programs (Very strong in Excel, Word, and Outlook)\n, • Strong attention to detail and ability to work independently\n, • Strong problem-solving and analytical ability\n, • Strong organizational, analytical, and problem-solving skills.\n, • Ability to work both independently and with the team, a client service mindset, and solve problems.\n, • Works well in a fast-paced environment where priorities change frequently, and meeting deadlines is crucial. \nIf you are interested in learning more about this opportunity, please email your resume to Olivia at ociviello@daleyaa.com.

Elevate your public accounting career by working with ultra-high-net-worth clients, hedge fund and private equity professionals, while enjoying hybrid flexibility, strong mentorship, and exceptional growth opportunities in a highly specialized tax practice This Jobot Job is hosted by: Brad Trombly Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $80,000 - $95,000 per year A bit about us: A leading accounting, tax, and advisory organization serving high-net-worth individuals, family offices, investment professionals, and closely held entities. The firm is known for delivering sophisticated tax solutions, fostering professional development, and maintaining a collaborative culture focused on technical excellence and exceptional client service. Why join us? Competitive compensation package ($80,000-$95,000) Discretionary performance bonus Hybrid schedule with in-office collaboration and flexibility Medical, dental, and vision insurance 401(k) plan and profit-sharing program Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) Basic Life, AD&D, and voluntary life insurance Inclusive parental leave benefits Generous Paid Time Off (PTO) Paid firm holidays Employee wellness and assistance programs Professional development, training, and certification opportunities Recognition and rewards programs Community involvement and volunteer opportunities Strong mentorship and long-term career growth Job Details Assist with tax planning and compliance services for ultra-high-net-worth individuals and families. Prepare complex individual and partnership tax returns, including Form 1040 and related filings. Support tax compliance needs for fund management companies and investment professionals. Maintain regular communication with clients and internal engagement teams. Prepare detailed tax workpapers and supporting documentation. Conduct tax research and summarize findings related to individual and entity taxation matters. Develop expertise in hedge fund K-1 reporting and its impact on individual taxation. Assist with tax matters involving: Trusts Estates Gift Tax Charitable Entities Review work prepared by junior staff for quality and accuracy, as appropriate. Mentor and support Associates and junior team members. Stay current on federal and state tax law developments. Collaborate closely with Managers and Partners to deliver exceptional client service. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job Description Who We Are: Alpaca is a US-headquartered, global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 10 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by $400 million in funding from top-tier global investors including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Opera Tech Ventures, SBI Group, Derayah Financial, Unbound, Peak XV, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 400+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: As a Senior Engineer, you will be responsible for designing, implementing, and maintaining the systems and services that form the foundation of Alpaca and empower millions of users who are trading billions of dollars worth of assets. The Ledger Team is responsible for building a modern ledger system, whose purpose is to maintain a complete and correct view of everything that has ever happened in every account. From a business perspective, the ledger provides a structured and organized system for recording and aggregating transactional data. It plays a crucial role in supporting financial reporting, decision-making, and compliance. From an engineering perspective, the ledger serves as the source of truth for many services in the Alpaca ecosystem. For this role, we are seeking an experienced engineer who is obsessed with delivering defect-free solutions, has proven experience architecting and building at scale, and who is not afraid of challenging conventions or voicing their opinions. In this role, you will have the autonomy to design and implement solutions to achieve defined goals while actively participating in defining those goals in cooperation with a cross-functional team. Things You Get To Do: • Collaborate with internal stakeholders–including finance, operations, and product teams–to deliver high-impact features/projects, • Build backend systems/components with integrity, maintainability, scalability, and stability in mind, • Own the delivery of high-visibility features/projects, from design to deployment, • Collaborate with engineering teams to improve the health of Alpaca's systemsWho You Are (Must-Haves):, • A seasoned engineer with 5+ years of experience working on systems at scale, • Obsessed with performant, defect-free, maintainable code, • A strong problem solver with a proactive mindset, • A collaborator who is capable of creating alignment with technical and non-technical stakeholders alike, • Comfortable working heads-down or tag-teaming problems, • Strong coding skills, preferably in Go, • Ability to debug issues or, better yet, foresee problems and avoid them entirely, • Experience with IDLs (e.g., protobuf), RPC frameworks (e.g., gRPC), cloud platforms (e.g., GCP), and relational databases (e.g., PostgreSQL) Who You Might Be (Nice-to-Haves):, • Experience in the financial services or accounting industry, • Experience with distributed systems/databases, • Experience with event-driven systems and messaging brokers (e.g., Redpanda), • Experience working remotely, • Experience working at a startup How We Take Care of You: • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500, • Monthly Stipend: USD $150 per month via a Brex Card Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. Recruitment Privacy Policy

Job Description Overview Our client, a real estate investment, development, and debt fund company managing over 150 entities, has an immediate opening for a highly experienced Tax Accountant to join their Accounting Team in New York. We are seeking a Tax Accountant with deep expertise in the real estate and investment sectors. The Tax Accountant will oversee all tax-related matters, including tax provisions, compliance, and assisting with strategic tax planning. Responsibilities ● Prepare and maintain detailed tax provision schedules, returns, payments, and reports. ● Manage and update the company’s tax database and work papers, ensuring accurate and timely tax filings, including tax returns, year-end 1099s, NYS IT 204 LL Fees, UBT (Unincorporated Business Tax), withholding tax, PTET (Pass-Through Entity Tax), and Commercial Rent Tax. ● Identify, investigate, and resolve tax issues, including incorrect filings and complex tax matters. ● Identify opportunities for legal tax savings and develop strategies to enhance profitability and implement solutions. ● Provide proactive recommendations to optimize financial outcomes and minimize tax liabilities. Provide estimated tax journal entries for financial reporting purposes. ● Ensure full compliance with federal, state, and local tax laws and regulations. ● Oversee and coordinate outsourced tax preparation, ensuring accuracy and compliance with all legal standards. ● Advise management on tax liabilities, corporate strategies, and the implications of new tax legislation. ● Provide guidance on potential tax liabilities and their impact on business operations. ● Collaborate with external CPA firms to prepare and file quarterly and annual tax reports, ensuring timely compliance with reporting deadlines. ● Stay informed about changes in tax regulations and industry trends, including emerging areas like qualified opportunity zone credits. ● Participate in educational opportunities, professional organizations, and industry publications to stay current on tax law changes and best practices. Qualifications ● Bachelor’s degree in taxation is required. ● 5 years of related tax experience is required. ● Team player with the ability to be effective independently. ● Exceptional written and verbal communication skills. ● Strong knowledge and proficiency in Microsoft Office Suite (required) and database management. ● High sense of urgency, drive, and willingness to do what it takes to get the job done. ● Demonstrated ability to achieve high-performance goals and meet deadlines in a fast-paced environment. \nCompany Description Best Headhunters is a team-oriented search firm who provides a unique, hands-on caring approach in helping a candidate match their experience with the right job opportunity. There is never a fee to the candidate for our representation. Plus, you will receive the benefit of our extensive experience and our long-term relationships with many of America's leading companies. We offer career coaching and will assist you every step of the way in your goal to advance your career. For additional information on Best Headhunters and our ever-expanding employment opportunities, visit our Web site at: https//bestheadhunters.com. We encourage candidates to be proactive, especially in light of today's uncertain insurance environment in which mergers and downsizing are a common reality. This underscores the importance of placing your career in the hands of a search firm with your best interests at the core of its daily mission. Best Headhunters is a team-oriented search firm who provides a unique, hands-on caring approach in\r\nhelping a candidate match their experience with the right job opportunity. There is never a fee to the\r\ncandidate for our representation. Plus, you will receive the benefit of our extensive experience and our\r\nlong-term relationships with many of America's leading companies.\r\n\r\nWe offer career coaching and will assist you every step of the way in your goal to advance your\r\ncareer. For additional information on Best Headhunters and our ever-expanding employment\r\nopportunities, visit our Web site at: https//bestheadhunters.com. We encourage candidates to be\r\nproactive, especially in light of today's uncertain insurance environment in which mergers and\r\ndownsizing are a common reality. This underscores the importance of placing your career in the hands of\r\na search firm with your best interests at the core of its daily mission.

Job Description Senior Staff Accountant Youngwoo & Associates, LLC (YWA) · New York, NY · Full-time, on-site About YWA Youngwoo & Associates, LLC is a New York City-based real estate investment and development firm. We are known for creative solutions and distinguished projects, and we specialize in developing, owning, and managing premier properties across a multi-entity portfolio. The Role YWA is seeking a full-time, on-site Staff Accountant to join our finance team in Manhattan. You will keep the books for multiple LLC entities, support the accounting side of our development projects, and help deliver accurate, timely financial reporting. You will work directly with senior leadership and gain hands-on exposure to active development projects. Responsibilities Multi-Entity Accounting • Maintain general ledgers across multiple LLC entities, • Perform monthly bank and balance sheet reconciliations, • Record intercompany entries and reconcile due-to/due-from balances, • Track capital contributions and distributions Development & Construction Accounting • Track construction costs and maintain job cost schedules, • Monitor budget vs. actual performance, • Support construction draw and retainage tracking, • Maintain construction-in-progress (CIP) and fixed asset schedules Monthly Close & Financial Reporting • Execute the monthly close process, • Prepare and review journal entries, reconciliations, and supporting schedules, • Prepare financial statements and analysis in collaboration with the finance team Audit & Tax Support • Maintain audit-ready documentation, • Respond to CPA requests and support year-end close Qualifications • 5+ years of real estate accounting experience, • Direct experience in development/construction accounting, • Experience in multi-entity (LLC) environments, • Strong QuickBooks proficiency, • Advanced Excel skills (pivot tables, lookups), • Strong expertise in financial statement preparation and analysis, • Solid grounding in finance fundamentals and journal entry management, • Exceptional attention to detail, accuracy, and organization, • Proven ability to collaborate in a team environment, • Bachelor’s degree in accounting, finance, or a related field preferred Compensation • Base salary: $80,000 – $105,000, depending on experience, • Bonus opportunity Work Environment • Full-time, in-office (Manhattan), • Fast-paced, multi-entity real estate platform, • Direct exposure to development projects and senior leadership

Job Description Our client is seeking an experienced 15c3 Controls & Governance Consultant to support business-as-usual operations and strengthen regulatory compliance frameworks within a leading financial services organization. Responsibilities & Qualifications • Support BAU operations for 15c3 controls and governance initiatives, • Assist in the design, implementation, and monitoring of regulatory controls and frameworks, • Document and communicate control procedures to relevant stakeholders, • Collaborate with compliance, risk, and operations teams to ensure control effectiveness, • Provide recommendations for process improvements and governance enhancements, • Prepare governance documentation and control testing materials, • Support compliance assessments and regulatory reporting requirements, • Mentor junior staff on best practices in financial services controls and governance Requirements • 8 11 years of experience in financial services controls, compliance, or governance, • Strong expertise in Rule 15c3-1 and related SEC regulations, • Demonstrated experience supporting broker-dealer or investment firm control environments, • Advanced knowledge of financial reporting, risk management, and regulatory frameworks, • Excellent communication and stakeholder management skills, • Ability to work independently and collaboratively in a fast-paced environment, • Proficiency with control documentation, testing, and compliance tools, • Bachelor's degree in Finance, Accounting, Business, or related field (or equivalent professional experience)

Job DescriptionCommercial Real Estate Finance Analyst Location: New York, NY 10016 Employment Type: Full-Time, On-Site About This Opportunity SURMOUNT, the market-leading commercial real estate net lease investment sales team in the country, is hiring a Commercial Real Estate Finance Associate to join our dynamic team. With over 20 years of industry experience and more than $30 billion in net leased real estate sold and closed, SURMOUNT is at the forefront of commercial real estate investment and advisory services. In this role, you'll work alongside experienced professionals on a diverse portfolio of transactions spanning multiple property types, client segments, and markets. You'll gain invaluable exposure to corporate sale-leaseback programs, credit underwriting, and acquisition and disposition programs serving national franchisees, high net-worth investors, REITs, and private equity firms across the United States. We're looking for a detail-oriented professional with strong communication skills, a professional demeanor, and a genuine passion for pursuing a career in real estate. If you're ready to launch your career in a fast-paced, collaborative environment where your contributions directly impact significant transactions, we want to hear from you. Key Responsibilities As a Commercial Real Estate Finance Associate, you'll gain exposure to a broad range of deals and transactions across various property types, client types, and markets. Your key responsibilities will include: • Perform comprehensive market and property research to support analyses, valuations, and marketing materials, • Create and analyze comparable sales analyses to establish market benchmarks, • Develop Excel models and conduct valuation work for investment analysis, • Prepare pitch books and marketing materials, including offering memoranda, proposal packages, and sales collateral, • Assist in deal management efforts throughout the transaction lifecycle, • Analyze, review, and interpret real estate diligence materials and documentation, • Travel to properties to provide brokers and clients with informed, on-the-ground insights, • Contribute to ad-hoc business projects related to client requests and strategic growth initiatives Required Qualifications, • Bachelor's Degree from an accredited institution, • 1-3 years of relevant work experience in commercial real estate or finance, • Proficiency in Microsoft Office, including Excel, Word, and PowerPoint, • Excellent written and oral communication skills, • Working knowledge of financial statements and basic accounting principles, • Ability to analyze qualitative and quantitative information and translate findings into strategic deliverables, • Demonstrated interest in and passion for the real estate industry Desired Qualifications, • Excel valuation and financial analysis experience, • Understanding of real estate fundamentals and investment principles, • Proven ability to thrive in a fast-paced, collaborative, and entrepreneurial environment, • Strong ability to meet tight deadlines while maintaining quality under pressure Compensation The base salary range for this role is $80,000 to $85,000. Actual compensation will be determined based on factors such as education, experience, and job-related skills relevant to the position. SURMOUNT is a multi-state employer and posted salary ranges are provided in good faith for compliance with all relevant pay-transparency regulations. These ranges may not reflect potential compensation for positions based in other states or regions. About SURMOUNT SURMOUNT is the nation's premier commercial real estate net lease investment sales team, with a 20+ year track record of excellence. We specialize in developing and executing corporate sale-leaseback programs, credit underwriting, and acquisition and disposition programs for a diverse clientele including national franchisees, high net-worth investors, REITs, and private equity/investment firms throughout the United States. SURMOUNT is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under federal, state, or local law.

Job DescriptionCompany Description ABOUT IQ-EQ Is a global investor services group with deep expertise in private markets. We support investment managers, asset owners and global businesses with the administration, compliance, governance, data and reporting that their structures depend on. Across 25 jurisdictions, our 6,500+ professionals combine technical strength, connected technology and human understanding – the IQ and the EQ – to free clients from operational complexity and give them the peace of mind to focus on their core business activities. Our IQ is our technical, regulatory and operational expertise, underpinned by data, technology and coordinated global delivery. Our EQ is our human partnership: understanding the business behind the numbers, the culture behind the structures and the individuals behind the screens. With more than US$950 billion of assets under administration, our global client base includes 13 of the world’s top 15 private equity firms* and 19 of the top 25 private debt firms**. One relationship connects our clients to the right expertise as needs evolve, helping them move forward with clarity and confidence, wherever they operate.. To find out more about IQ-EQ visit iqeq.com Job Description We are seeking an experienced Management Company Manger to join our Alternative Investment Management team. The successful candidate will be responsible for overseeing and managing all accounting and financial reporting activities for our Management Company entities. This role requires an individual with strong attention to detail, exceptional analytical skills, client servicing and experience in the alternative investment industry. What you’ll do • You'll manage accounting and financial reporting for Management Company entities, including financial statements, management accounts, and regulatory reporting., • You'll oversee fiscal operations such as the chart of accounts, accounts payable/receivable, and expense allocations including travel and entertainment., • You'll lead the monthly close cycle, ensure compliance with accounting standards and regulations, and collaborate with client finance teams., • You'll liaise with auditors, tax advisors, and other stakeholders while reconciling cash flows, preparing ad-hoc reports, and supporting new client onboarding., • You'll contribute to developing financial controls, streamline processes, and work cross-functionally to deliver accurate and timely reporting. What we offer • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location ($100,000 - $130,000).Qualifications, • You manage and develop accounting teams across multiple entities and locations with proven leadership skills., • You hold a bachelor’s degree in Accounting, with a professional qualification such as CPA, ACA, or ACCA preferred., • You bring over five years of experience in accounting and financial reporting within the alternative investment industry, with strong knowledge of US GAAP., • You demonstrate excellent analytical, communication, and interpersonal skills, collaborating effectively with stakeholders while meeting tight deadlines with precision., • You are proficient in Microsoft Office, especially Excel, experienced with QuickBooks, and familiar with ERP systems like Sage or NetSuite, while continuously strengthening your accounting expertise. Additional Information Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LIHYBRID

Job Description FIRM OVERVIEW: Stockdale Capital Partners is a vertically integrated real estate investment firm with a 30-year history of investing in commercial real estate across asset classes throughout the U.S. The firm invests in opportunistic and value-add strategies across all property types and currently manages over $3 billion in AUM on behalf of several legacy joint ventures as well as four (4) discretionary funds. The firm is actively investing out of its second discretionary opportunity fund, which held its final close in Q1 2025 at over $700 million. Further, the firm is actively raising capital for its open-ended medical office vehicle (current AUM of $160 million), and launching value-add discretionary vehicles in the retail and multifamily sectors. Headquartered in Los Angeles, the firm has seven offices and over 100 employees. JOB OVERVIEW: The Analyst will play an important role in supporting the evaluation and execution of acquisitions & developments alongside senior management. You will be involved in all aspects of the deal process including financial analysis, market research, due diligence, financing, business plan development, and closing • Build and maintain detailed financial models utilizing Excel and Argus for acquisition and development projects that incorporate various scenarios and sensitivity analyses, • Assist in negotiations with lenders and investors through the analysis of various capital structures and cash flow distribution waterfalls, • Perform in-depth research on markets, comps, and development sites, • Review offering memorandums, tour properties, and interface with brokers, • Prepare presentations and materials for the investment committee, investors, and lenders, • Manage due diligence, including the analysis and review of market data, financial statements, development budgets, 3rd party reports, and legal documentation, • Coordinate closings of transactions and correspondence between internal departments and external parties, • Support asset management activities, including repositioning strategies, refinancings, and dispositions QUALIFICATIONS: • Excellent undergraduate record, • 1-2 years of work experience in either a transaction-oriented real estate role (private equity, acquisitions, development, structured finance, investment sales) or advanced financial role (investment banking, management consulting, Big 4 accounting), • Basic knowledge of real estate finance, valuation, and capital markets, • An aptitude for financial modeling, research, and underwriting of investments, • Experience with Argus is preferred, but not required, • Strong critical thinking with resourceful problem-solving skills, • Meticulous attention to detail and pride in their work, • Superior organizational skills and the ability to prioritize and manage multiple workstreams, • Thoughtful presentation and communication skills with the ability to think like an investor and articulate assumptions, conclusions, and recommendations from their analysis, • The ability to positively represent the company in the market and with third parties Additionally, ideal candidates will be team players suited to work within an entrepreneurial, collaborative culture. The firm is on an exciting growth trajectory, necessitating the need for self-motivated and proactive individuals with an ability to work independently and a strong desire to learn. The job is in-person, full-time in the firm’s West LA, Manhattan, or Dallas office and will entail occasional travel.

Job Description [Position] Accounting / Tax Specialist [About Our Client] A global trading and investment company. In trading, it specializes in a variety of commodities such as Chemicals, Steel,Semiconductors materials. In investment, it focus on Renewable Energ: Solar/BESS projects & EV-DC Fast Charging Solutions. [Job Summary] [Job Description] Duties and responsibilities include, but are not limited to: • Support month-end/ year-end closing processes, • Handle journal entries and general accounting operations, • Analyzes financial information, and prepares balance sheet, profit and loss statement, and other reports, • Assist Consolidation reporting of US GAAP and IFRS (consolidation package), • Analyzes accounting issue and problem and report to Accounting head/Controller, • Support local tax compliance reporting(On the job training provided; no prior tax experience required), • Perform all other functions requested that are within the scope of this job as deemed necessary or appropriate by manager Requirements • Smart, quick-thinking, and able to make sound judgement calls in fast moving situations, • Strong learning agility; this role involves a steep learning curve, so the ability to pick up new tasks quickly is essential, • Prior experience(around 3 years) at an accounting firm is a plus, • Effective oral and written communication skills, • Proficiency in Excel preferred, • Prior experience with SAP is a plus, • Bilingual in English and Korean required Benefits • Salary 70-85k + OT, • Medical, Dental, Vision with different package, • 10 days PTO + 6 days Sick days, • 401k 4 % match, • Other company benefit package

Job Description CoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at www.coreweave.com. What You'll Do: We are seeking a high-performing, self-sufficient Manager to join our Treasury team. This position reports to the Director of Treasury and will primarily support our capital structure, fundraising, and derivative risk management initiatives through ownership of the cash flow and debt fundraising models and compliance workstreams as well as play a key role in other strategic initiatives across the organization. About the role: We are seeking a high-performing, self-sufficient Manager to join our Treasury team. This position reports to the Director of Treasury and will primarily support our capital structure, fundraising, and derivative risk management initiatives through ownership of the cash flow and debt fundraising models and compliance workstreams as well as play a key role in other strategic initiatives across the organization. A high level of ownership will be required as well as the capacity to develop and document scalable processes. Not only will you partner closely with traditional touch points within Finance, you will also partner with Corporate Development, Legal, Sales, and external parties to facilitate the company's rapid growth. Candidates will have outstanding partnership and communication skills, be able to handle multiple priorities, possess deep attention to detail, an unrelenting drive to get to the answer, and have the ability to thrive in the ambiguity and open space that comes in a fast-growing organization. Candidates will also be required to have mastery of Excel with excellent modeling and data manipulation skills. This position will be based in Manhattan, NY. Key Responsibilities: • Enhance and own the direct cash flow forecast (short-term and long-term) and partnering with stakeholders to develop recurring processes and drive tighter forecast accuracy., • Integral team member on all debt fundraising initiatives, supporting all aspects of deal structuring, due diligence, and execution, and bringing transactions to a successful close., • Support our risk management program through the collaboration on analytical work and execution of interest rate and foreign-exchange derivatives, • Support Treasury's compliance reporting framework including financial covenant tests and KPI dashboarding for Treasury and executive management, • Demonstrate high level of ownership while successfully leading through various initiatives and operational workflows with cross-functional teams across the broader Finance organization as well as Sales, Legal, and Ops., • Prepare materials used for investor, management, and board-level presentations to support capital management decisions., • Support our monthly close and forecast processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes., • Prepare ad-hoc analyses for senior leadership on critical balance sheet and capital structure issues. Who You Are: • This role is for doers with an extreme level of ownership; those able to get into the details and get the job done while seeing the forest for the trees, • Demonstrated business acumen and intellectually curious about global financial markets, • 5+ years of progressive experience with a strong preference for those who have developed, implemented, and managed large scale, cross-functional workstreams. Treasury and Corporate Finance experience is required. Investment banking, private equity, or similar experience is a plus, • Advanced analytical and quantitative abilities. Superior forecasting methods and techniques is a plus, • Highly articulate with excellent verbal and written communication skills. Capable of communicating complex financial information in an easy to understand format. Able to interact comfortably with the executive management team., • Ability to think creatively; Builder who is ambitious. Highest standards of accuracy and precision; highly organized., • Collaboratively-focused and able to work well with others in a fast-paced and ever changing business., • Comfortable completing projects requiring individual initiative and flexibility in tight time frames with minimal supervision, • Demonstrated understanding of GAAP accounting and key non-GAAP metrics, • Outstanding software and system skills (e.g., master proficiency in MS Excel and Google Sheets is a must. Experience in Netsuite, SAP or other ERP is a plus) Wondering if you're a good fit? We believe in investing in our people, and value candidates who can bring their own diversified experiences to our teams – even if you aren't a 100% skill or experience match. Here are a few qualities we've found compatible with our team. If some of this describes you, we'd love to talk. • You love to design from scratch — whether it's a dynamic forecasting model, a new dashboard, or a process that scales with growth, • You're curious about the story behind the numbers, • You're an expert at turning data into decisions — building models that not only forecast outcomes but explain what drives them Why CoreWeave? At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences, • Achieve More Together We support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and provides the opportunity to develop innovative solutions to complex problems. As we get set for take off, the growth opportunities within the organization are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us! The base salary range for this role is $110,000 to $168,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs. The benefits below reflect our US-based offerings for full-time employees; for roles in other locations, benefits vary and are shared during the hiring process. These include: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment, • A work culture focused on innovative disruption California Applicants California Consumer Privacy Act Equal Opportunity & Accommodations CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: careers@coreweave.com. Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job DescriptionCompany Description Columbia University has been a leader in higher education in the nation and around the world for more than 250 years. At the core of our wide range of academic inquiry is the commitment to attract and engage the best minds in pursuit of greater human understanding, pioneering new discoveries, and service to society. The School of Professional Studies at Columbia University offers innovative and rigorous programs that integrate knowledge across disciplinary boundaries, combine theory with practice, leverage the expertise of our students and faculty, and connect global constituencies. Through twenty professional master's degrees, courses for advancement and graduate school preparation, certificate programs, summer courses, high school programs, and a program for learning English as a second language, the School of Professional Studies transforms knowledge and understanding in service of the greater good. Job Description Columbia University School of Professional Studies (SPS) seeks candidates for the role of Adjunct Lecturer to teach Finance and Accounting for Managers, a graduate-level course in the M.S. in Project Management program. This course provides a foundational understanding of accounting and finance principles essential for effective management and decision-making across industries. Students will explore core topics such as financial reporting, managerial accounting, budgeting, internal controls, and financial statement analysis, while also examining issues of taxation, investment, and risk. Emphasis is placed on interpreting financial information for strategic planning, resource allocation, and performance evaluation, with attention to ethical and regulatory considerations in financial decision-making. Through case studies, applied exercises, and guest lectures, students will develop the financial literacy and analytical skills necessary to lead projects and organizations with confidence and accountability. Responsibilities • Lead in-person class lectures, instructional activities, and classroom discussions, • Evaluate student work and assignments, • Monitor student concerns and inquiries and serve as the first point of contact for student questions, • Hold weekly office hours, • Prepare, maintain, and enhance the course in Canvas, Columbia University’s learning management system, • Adjunct Lecturers who are new to SPS must complete Canvas training, • Attend program faculty meetings, • If assigned to design the course, additional responsibilities include:, • Develop course objectives that align with program-wide learning outcomes, • Create activity maps tying course activities to objectives, ensuring industry relevance, • Draft a detailed syllabus (course description, schedule, grading rubric, and assessments) for review and approval by the Program Curriculum Committee and the Committee on Instruction (COI), • Collaborate with Instructional Design to develop course materials through a consultative process. This includes partnering on course development (aligning objectives, materials, and assessments), creating dynamic instructional media (videos, infographics, and interactive resources), maintaining established courses with updates and troubleshooting, and receiving just-in-time assistance for targeted needs Serving as an Adjunct Lecturer provides an outstanding opportunity to educate and mentor students as well as to form a rewarding professional relationship with Columbia University’s world-class faculty. Qualifications Columbia University SPS operates under a scholar-practitioner faculty model, which enables students to learn from faculty that have outstanding academic training as well as a record of accomplishment as practitioners in an applied industry setting. A master’s degree in finance, accounting, business management, project management or other related disciplines At least 15 years of industry experience with a focus on project management and leadership in complex organizational environments Strong communication and problem solving skills and an ability to multi-task Preferred Skills & Experience A terminal degree in one of the above mentioned disciplines 2+ years graduate-level university teaching experience Professional project management certifications (PMP, PRINCE2, etc.) Additional Information Compensation Range - $10,000 - $15,000 per semester-length course. Review of applications begins immediately and will continue until positions are filled. All applicants, please provide: A resume/CV inclusive of university teaching experience -- highlight teaching at the graduate level A cover letter indicating why you are interested in teaching this program Evidence of teaching effectiveness (e.g., student evaluations of teaching, teaching observation summaries, etc.) Columbia University is an Equal Opportunity Employer / Disability / Veteran

Job Description About AKAM Founded in 1983, AKAM provides comprehensive management services to condominiums, cooperatives, homeowners associations, and investment properties. Through financial oversight, operations management, compliance administration, and violation resolution, we help maximize operational efficiency and value for our clients. What We Offer AKAM is proud to be Great Place to Work-Certified™. We offer healthcare, dental, and vision options; a retirement program; paid time off; 11 paid holidays annually; educational reimbursement; transportation discount programs; service and performance awards; and social and recreational activities. Learn more at akam.com. Position Summary The Financial Analyst manages accounting and financial reporting for an assigned portfolio of condominium and cooperative communities throughout New York City, typically consisting of 30 or more buildings. This role prepares accurate and timely monthly and annual financial statements, develops budgets and cash flow projections, and provides analysis to support each community’s financial goals. Working closely with property managers and board members, the Financial Analyst serves as a key financial resource, explaining financial results, responding to inquiries, and supporting informed decision-making. Key Responsibilities Accounting and Financial Reporting • Manage general ledger accounting for an assigned portfolio of condominium and cooperative properties., • Prepare and review monthly and annual financial statements, including supporting schedules and reports., • Review general ledgers and trial balances, investigate discrepancies, and prepare necessary journal entries and adjustments., • Apply the appropriate accounting basis for each property, including accruals and other adjustments where applicable., • Prepare custom financial reports and cash flow projections to support property-level planning. Budgeting and Financial Analysis • Prepare annual operating budgets in collaboration with property managers and board members., • Analyze budget-to-actual results, investigate variances, and provide clear explanations to property managers and boards., • Monitor each property’s financial position and communicate cash flow needs and other financial considerations. Board and Property Manager Support • Serve as a financial point of contact for property managers, board treasurers, and board presidents., • Explain financial statements, budgets, and operating results, and respond to financial inquiries promptly and accurately., • Present budgets and financial information to boards as needed., • Coordinate the investment of client funds in accordance with board direction and established procedures. Property Transitions and Audit Support • Review financial records for properties transitioning to AKAM to confirm required documentation is complete and funds are transferred appropriately., • Assist with annual audits by preparing supporting schedules, providing documentation, and responding to auditor inquiries. Requirements and Qualifications • Bachelor’s degree in Accounting or Finance., • Two to three years of public accounting experience., • Two years of financial analyst or property accounting experience in the real estate or property management industry., • Direct experience preparing and reviewing monthly financial statements for condominium and cooperative properties., • Strong knowledge of general ledger accounting, financial reporting, budgeting, variance analysis, and cash flow forecasting., • Strong proficiency in Microsoft Excel and other Microsoft Office applications., • Excellent attention to detail, organizational skills, and the ability to manage deadlines across multiple properties., • Strong communication skills and the ability to explain financial information clearly to property managers and board members., • Experience with BJ Murray or Yardi is a plus.

Job Description InvestCloud is excited about an opportunity for an individual with experience in delivering financial technology. This role provides the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very strong analytical and organizational skills, a strong sense of ownership, a demonstrated history of positive results in delivering financial technology, a genuine willingness to learn, and the capability to quickly master new skills. What does a great Business Analyst do? In this role you will formulate and define system scope and objectives based on both user needs and an understanding of applicable business systems and industry requirements. A great business analyst will devise or modify procedures to solve complex problems for our clients and the market we serve. This includes analysis of user needs, documentation of requirements and translation into proper system requirement specifications. How you will provide meaningful contributions: You will also be part of a team that reviews customer specific requests and translate business requirements into clear actionable documentation and provide solutions based on current feature functionality or new custom feature functionality. Partner with strategic client teams, providing premium services for complex issues and work within a streamlined environment to respond quickly to client needs. Serve as a subject matter expert and provide thought leadership to other areas of the firm with questions or issues related to our products and client functionality. Basic Qualifications for Consideration: • Bachelor’s Degree, preferably with exposure to Business Administration and/or Computer Science, • 5 to 7 years of experience in Business or Systems Analysis in the Fintech space, • Deep knowledge and experience with Portfolio Accounting and Performance Measurement, • Proven ability to map data through the lifecycle of an account or account workflow, • Strong communication skills to clearly convey complex technical specifications to clients and internal teams, • Ability to collaborate with a cross-functional team to achieve results, • Skilled in eliciting, analyzing, specifying, and validating the business needs of stakeholders, • Experienced in gathering customer requirements through interviews, workshops, questionnaires, surveys, site visits, workflow storyboards, use cases, and scenarios, • Demonstrated ability to work with stakeholders and project teams to prioritize collected requirements Preferred Skills / Experience • Knowledge of managed accounts and the platforms that support them, • Ability to collaborate with project sponsors to define project scope and vision, • Experience representing the voice of the customer, • Skilled in making rapid tactical development decisions that impact functionality or usability, • Understanding of data structures and databases, and how to use that data for integration, • Experience with the APL separately managed accounts platform, • Certificate of Investment Performance Management (CIPM) from the CFA Institute About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary Range: $165,000 – $175,000 Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-HJ Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Job Description The Finance Manager, Corporate Finance partners with senior finance leadership to own consolidated reporting and enterprise financial modeling. This role brings together key business drivers, forecasts, and scenario analysis to help explain business performance, momentum, investment highlights, and areas of focus to management, the Board of Directors, owners, debtholders, and other external stakeholders. Key responsibilities Consolidate and report monthly, quarterly, and annual financial performance, including variance analysis against forecast and budget, operational metrics, risks, and opportunities. Coordinate the consolidated strategic and annual planning process, including timelines, deliverables, and review cadence. Prepare reporting, variance analysis, and key talking points for calls with owners and debtholders. Support management meetings and Board reporting by developing clear, concise presentations that translate financial results and analysis into business insights. Maintain enterprise financial models that consolidate business projections across the P&L and cash flow, incorporating key business drivers. Develop scenario planning and what-if analyses to assess the potential impact of market conditions, business decisions, and organizational changes. Conduct moderate-to-complex analysis of results and forecasts, providing insights to inform business decisions. Partner with Accounting on goodwill, equity, intercompany, and allocation processes. Drive alignment on updates to internal allocations for Corporate functions and technology. Gather and align business updates from across the organization to develop a cohesive enterprise view. Provide ad hoc financial analysis, scenario planning, and organizational what-if analysis. Preferred skills, experience, and education Bachelor’s degree in Finance, Accounting, or a related field. CPA or master’s degree is a plus. Five or more years of professional experience, including strategic finance or experience in an early-stage business. Ability to translate strategic business discussions into structured financial outcomes. Extensive financial modeling experience and advanced skills in financial analysis, budgeting, forecasting, and reporting. Strong analytical and quantitative capabilities, with advanced Excel and PowerPoint skills and experience using AI tools. Strong attention to detail, with the ability to synthesize complex information and communicate it clearly at a high level. Proactive, resourceful self-starter with intellectual curiosity and the ability to work independently in a fast-paced, challenging, and evolving environment. Excellent verbal and written communication skills, including the ability to work effectively with senior leaders and business partners. Travel Travel required: 0–20%, depending on hiring location. About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2026, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $160,000 - $185,000. Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-HJ1

Job Description Fairstead is a purpose-driven real estate firm dedicated to building affordable communities across the country. Headquartered in New York, with offices in Colorado, Florida, and Washington DC, Fairstead owns and manages a portfolio of more than 30,000 apartments, including pipeline, across 28 states. As an integrated owner, operator, and innovator, Fairstead brings development, construction, and property management under one unified platform to deliver high-quality affordable housing that serves our residents at scale. At Fairstead, we believe affordable housing should be thoughtfully designed, professionally managed, and responsibly operated. We seek to create and preserve housing that serves residents while delivering long-term value to communities, partners, and stakeholders. Fairstead challenges industry norms through our tech-forward, entrepreneurial approach to affordable housing. In addition to core real estate capabilities, we operate innovative service lines designed to improve resident outcomes, strengthen communities, and drive operational efficiency. We embrace digital transformation, data-driven decision-making, and emerging technologies, including AI, to build scalable systems that support sustainable growth, grounded in a culture of entrepreneurship, innovation, partnership, dedication, and integrity. Fairstead is seeking a Deputy General Counsel to serve as a senior member of its legal department and a key partner to the General Counsel. This is a true Deputy General Counsel role, with broad involvement across the company's real estate transactional work; its finance, accounting, human resources, and asset management teams; its alternative and ancillary business lines; and its compliance function. It is a strong opportunity for an attorney looking to take on greater responsibility and a broader mandate in an in-house environment. The Deputy General Counsel will report directly to the General Counsel, supervise members of the in-house legal team, manage outside counsel, and act on behalf of the General Counsel as needed. Responsibilities: • Oversee and support the legal work relating to Fairstead's real estate transactions, including acquisitions, dispositions, development, recapitalizations, joint ventures, and financings, many of which involve Low-Income Housing Tax Credits (LIHTC), tax-exempt bonds, HUD programs, and Section 8., • Partner with the finance team on financings and capital structuring, including the structuring of debt and equity across the capital stack., • Provide legal advice and guidance to internal departments, including human resources, accounting, and asset management, on employment, contract, and operational matters., • Provide legal support to the company's alternative and ancillary business lines and new business ventures., • Review and support the company's responses to requests for proposals (RFPs) and requests for qualifications (RFQs), including related contract terms, representations, and submission requirements., • Provide legal advice and guidance on general corporate matters, including entity formation and corporate governance., • Oversee legal and regulatory compliance across the company's affordable housing programs, corporate operations, and business lines, including certain securities compliance matters relating to the company's capital raising and investment activities, risk management, and internal policies., • Review and approve transaction and corporate documents prepared by in-house attorneys and outside counsel, including purchase and sale agreements, loan and equity documents, partnership and operating agreements, and regulatory agreements., • Manage outside counsel and external resources, ensuring the effective and efficient use of external legal services and appropriate management of legal spend., • Supervise, mentor, and develop the in-house legal team, including attorneys, paralegals, and legal staff, and allocate work across the team., • Collaborate effectively with the General Counsel and senior leadership to develop legal strategy, provide legal advice, and align legal objectives with overall business goals., • Manage multiple priorities and transactions simultaneously in a fast-paced, entrepreneurial environment. Qualifications: • Juris Doctor (J.D.) degree from an accredited law school., • Admission to the New York State Bar and in good standing., • Minimum of 10 years of legal experience, including partner-level experience (or the proven equivalent) at a large law firm and increasingly senior leadership roles in an in-house position., • Experience with a variety of complex transactions, and a proven ability to manage multiple deals simultaneously., • Strong general corporate and finance experience, including capital structuring, financings, and compliance., • Litigation experience preferred., • Interest in taking on a broad and expanding mandate, including support for the company's finance team and alternative business lines., • Demonstrated ability to supervise and develop legal staff and to manage outside counsel., • Strong analytical and problem-solving skills, with the ability to assess complex legal issues and provide practical solutions., • Excellent written and oral communication skills, with the ability to communicate legal concepts effectively to both legal and non-legal stakeholders., • Ability to work independently and meet deadlines in a fast-paced environment. Exact compensation may vary based on skills, experience, and location. Salary Range $275,000—$385,000 USD Diversity in backgrounds and experiences is key to Fairstead's success. Being an equal opportunity employer is a central tenet of our philosophy that shapes who we are and the communities we serve. Our goal is to ensure competitive total compensation that is commensurate with experience, location, and other market benchmarks. For information about how we use your personal information, including information submitted for career opportunities, please review our Privacy Policy at https://fairstead.com/privacy-policy/

Job Description Who We Are: Alpaca is a US-headquartered, global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 10 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by $400 million in funding from top-tier global investors including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Opera Tech Ventures, SBI Group, Derayah Financial, Unbound, Peak XV, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 400+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role As a senior software engineer, you will help build and scale the systems and services that form the foundation of Alpaca and empower millions of users that are trading billions of dollars worth of assets daily . The payments team is responsible for building and maintaining a modern global payments and treasury platform. Operating in an industry in which money movement is a critical component, we adopt a modern technology focused approach with highly scalable, event-driven systems. Resilient engineering, technical and operational scalability, and system integrity are crucial to our success. We have ambitious plans to build a seamlessly integrated comprehensive treasury platform into an industry leading end-to-end financial infrastructure on a global scale. Alpaca has and will continue to prove ourselves as an innovative market leader and this team is a core component of our growth across global markets and asset classes. We are looking for senior engineers who are keen on providing quality solutions, have great fundamentals, proven experience building and architecting at scale, and not afraid of challenging conventions or voicing their opinions. In this role, you will have the autonomy to design and implement solutions to achieve defined goals while actively participating in defining those goals. An understanding of cloud-based modern architecture, infrastructure, and orchestration practices are also great assets we actively look for. Who You Are (Must-Haves): • Strong problem-solving skills paired with a proactive mindset, • Excellent communication and collaboration skills, • The ability to work independently and as part of a team, • A preference for simple and elegant solutions, • At least 3 years of experience working on systems at scale, • Proven experience in building and maintaining microservices, • Experience with client facing APIs, • Strong coding skills, preferably in Go, • Ability to write clean, well tested, and maintainable code, • Experience with domain driven design and event driven design, • Ability to debug issues or better yet, foresee problems and avoid them entirely, • Familiarity with containerization and orchestration technologies, especially Kubernetes, • Experience with cloud platforms, preferably Google Cloud Platform, • Experience with messaging queues and message brokers, • Experience with relational databases, preferably PostgreSQL, • Experience with distributed systems design, • Previous experience with or understanding of payment rails and the payment lifecycle, • Experience with double entry accounting and financial ledgersWho You Might Be (Nice-to-Haves):gPrevious experience in the financial industry or knowledge of payments initiations, • Experience with financial reconciliation systems, • Experience with or understanding of ISO20022 financial standard, • Experience working remotely, • Experience working at a startup, exchange, brokerage, market maker, or hedge fund, • DevOps mindset is an assetHow We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500, • Monthly Stipend: USD $150 per month via a Brex Card Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. Recruitment Privacy Policy

Job Description Leadership position supporting the CCAR design and testing for an innovative global bank Responsibilities: • Oversight of the planning, performance, and independent validation to safeguard external reporting integrity, including CCAR and liquidity control environment., • Managing the team that executes adherence, control, and substantive testing procedures through periodic reviews of regulatory filings and controls., • Leading regulatory reporting validation testing including regulatory reporting quality assurance, capital planning (CCAR), and liquidity control validation., • Providing guidance for the purpose of ensuring feedback that enhances the accuracy of reports submitted to regulators., • Partnering with key stakeholders in regulatory reporting to identify areas of regulatory reporting improvements, including identifying process enhancements and issues that require remediation., • Working closely with the Head of Financial Risk and Controls to oversee and coordinate the regulatory reporting validation program in order to meet and exceed deadlines, track and document overages, identify and implement process improvements, and prepare status reporting. Requirements: • Proven experience growing and developing teams responsible for performing audit, quality assurance and/or regulatory reporting compliance work, which conforms to professional standards and/or regulatory requirements., • Embody an audit-style approach that meets or exceeds program standards, primarily through oversight, training and mentoring team members across multiple locations., • Experience standing up and running capital planning and regulatory reporting functions within financial services., • Potential experience might come from a combination of public accounting (Big 4 or large regional accounting firm), internal audit, and/or quality assurance execution, although other relevant experience related to CCAR will be considered., • Critical thinking and analytical abilities, including problem solving and time management skills., • Ability to work in partnership with others to persuasively promote effective controls around regulatory reporting., • A Bachelors (or Masters) Degree in Accounting (preferred), Finance, or related field., • Strong / broad understanding of banking regulations including and other regulatory reporting requirements For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com Ashton Lane Group® “A trusted advisor throughout your career”

Job Description At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision. The Vice President, TAS SALT role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Vice President role is foundational to our ability to deliver integrated strategy, financial, and operational solutions across key practice areas while serving private equity firms, direct lenders, and corporate clients. The Vice President will report directly to senior leaders and will oversee a broad range of responsibilities across buy-side and sell-side transactions, post-closing integration, restructuring and OCFO support. You will support key initiatives, assist with discrete workstreams, and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. Responsibilities • Perform due diligence, including review of tax returns, financials and other documentation to identify and evaluate potential tax risks and opportunities, • Quantify state income and non-income tax exposures and communicate findings clearly to stakeholders, • Draft client-ready reports summarizing tax issues and attributes identified during diligence, • Review and comment on tax aspects of financial models, purchase agreements and structuring calculations, • Support business development and client relationship efforts, including participating in strategic branding initiatives to highlight TAS practice capabilities, • Provide coaching and mentorship to junior team members, • Lead or support internal trainings and best practice sharing, • Support talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in or willing to relocate to Chicago, Dallas, Los Angeles, Nashville, New York or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • CPA, JD (with bachelor’s degree in accounting preferred), Master’s in Taxation or LLM, • Five plus years of relevant experience in a mergers & acquisitions tax practice at a Big Four accounting firm, Big Law firm or similar firm, • Knowledge of and experience with federal and state income tax, non-income tax and unclaimed property issues, with the capability to perform research and effectively apply knowledge and experience to client situations, • Ability to take information learned and calculate and communicate clear and concise observations, exposures and recommendations, • Experience collaborating with clients to identify needs and tailor project deliverables; interest in contributing to branding and business development initiatives, • Superior written and verbal communication skills, including executive-ready presentation and reporting skills, • Proven ability to thrive in lean, fast-moving teams, • High attention to detail, responsiveness and ownership mindset, • Track record of success in high-pressure, client-facing environments In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Pay: $100,000.00 - $200,000.00 per year Why This Is a Great Opportunity • Join a growing, boutique advisory firm where your work directly shapes client outcomes and firm growth, • Work across a sophisticated, diverse client base including private equity, hedge funds, real estate investors, and professional services firms, • Enjoy genuine professional autonomy — manage your own engagements without layers of bureaucracy, • Clear path to leadership and long-term career development, including potential Partnership, • Bonus opportunities on top of competitive base compensation, • Flexible hybrid arrangement that respects your work-life balance, • Be part of a tight-knit, high-caliber team where your contributions are recognized and valued Location: This is an on-site position based in Bergen County, NJ — enjoy the flexibility of splitting your time between home and a collaborative office environment close to New York City. Note: Candidates must hold an active CPA license or EA designation and be willing to sign tax returns. Spanish fluency is required for this role. These are non-negotiable requirements — please apply only if you meet all three. About Us We are a boutique outsourced finance and advisory firm serving emerging asset managers, real estate investors, and professional services firms. Founded by a seasoned CPA with over 20 years in financial services, our team provides fractional CFO services, tax compliance, accounting, fund operations, and strategic advisory — delivering hands-on support across the full lifecycle of our clients' businesses. We've built a stable, loyal client base and a culture where talented professionals thrive with autonomy and purpose. Confidential Employer. Job Description • Prepare, review, and sign federal and state tax returns including Forms 1040, 1065, 1120S, and 1120, • Lead partnership tax compliance for private equity and hedge fund structures, • Review and analyze K-1 allocations, capital accounts, basis calculations, and investor reporting, • Deliver year-round tax planning and strategic advisory services to investment and business clients, • Review staff-prepared work for technical accuracy and compliance quality, • Mentor, manage, and develop junior tax and accounting professionals — guiding workflow, providing technical coaching, and delivering performance feedback, • Handle IRS and state notices and manage client correspondence, • Serve as a trusted primary contact for all client tax matters, • Uphold CPA professional standards and internal firm policies Qualifications • Active CPA license or EA designation (required), • Willingness and ability to sign tax returns, • 5+ years of tax experience in public accounting, • Strong knowledge of partnership taxation, small business, and individual tax, • Experience with private equity, hedge funds, or investment partnerships, • Spanish fluency (required), • Strong analytical, organizational, and client-service skills, • Ability to independently manage multiple engagements and competing deadlines, • Preferred: experience with carried interest, waterfalls, blocker entities, and complex allocations, • Preferred: familiarity with multi-state and investor reporting, • Preferred: proficiency in UltraTax, Lacerte, ProSeries, or Drake Why You Will Love Working Here This is a role for someone who wants more than a job — it's for a tax professional who's ready to own a book of work, mentor a team, and grow with a firm that's going places. You'll work alongside sharp, experienced colleagues in a culture built on trust, expertise, and genuine client partnership. Leadership is accessible, your voice matters, and the path forward — including Partnership — is real and within reach. JPC-1192 Benefits: • Dental insurance, • Paid time off, • Retirement plan, • Vision insurance

Job DescriptionDeputy Director, Operations and Grants Management THE COMPANY: Low Income Investment Fund (LIIF) is a national community development financial institution (CDFI), headquartered in San Francisco with offices in New York City, Atlanta, Los Angeles and Washington, D.C., that invests in communities of opportunity, equity and well-being. As a CDFI, LIIF supports projects that have high social value but lack access to traditional financial institutions. Since 1984, LIIF has deployed more than $3.1 billion to serve more than two million people in communities across the country from its five offices. An S&P-rated organization, LIIF funds healthy communities by providing innovative capital solutions. Currently, LIIF is driving $5 billion in investments to advance racial equity (2020-2030). More on LIIF can be found at liifund.org. POSITION SUMMARY: The Deputy Director, Grants Management and Operations (Director) reports to the Vice President of Operations, who oversees all Operations team at LIIF. The Operations department was created in 2023 and consist of Information Technology (IT), Data Management (DM), and Portfolio Loan Servicing (PA) teams. The Deputy Director will be responsible for managing the grants management function within the operations team and supporting the VP Operations to oversee all operational functions. This position will be responsible for overseeing the administrative and budget measurement for all grants and contracts for the Programs team of the Low Income Investment Fund (LIIF). In addition, the Deputy Director will review all contracts to ensure compliance related task and key revenue recognition items are identified. REPORTING RELATIONSHIPS: The Deputy Director is responsible for efficient and compliant management of the philanthropic grants and public sector contracts that fund the work of LIIF’s Programs team. This position requires financial analysis, problem solving, and relationship building skills. It requires the ability to lead projects, collaborate across teams, and analyze financial data. The Deputy Director will serve as liaison between the Programs team, Finance team and other departments as needed to ensure efficient and economically sustainable operations relating to ensuring compliance, accurate grant accounting and budget management. The Deputy Director will management 1-2 team members who will be responsible to all programmatic billing, creating all reclassification entries for the general ledger, provide the finance team with all general ledger support and manage the budget to actual monthly review process. The ideal candidate will have broad knowledge of public and private grant and contract management; a team and service-oriented approach to working with colleagues, funders, and partners; a commitment to proactively problem solving; and an interest in being part of an organization committed to creating communities of opportunity, equity and well-being. Direct experience with state and local agency, foundations, and Federal funding is required. ESSENTIAL FUNCTIONS: Grants and Contracts Management: • Partners directly with Finance department and Programmatic departments (ex: Early childhood Education, National Program, and Fundraising) to review contract and grant applications and budgets prior to submission to funders., • Lead negotiations in conjunction with the ECE and Program team prior to contract execution to ensure mission and profitability targets., • For complex grant agreements, prepare revenue recognition memo for review by Finance team and sign off., • Review all revenue recognition memo prepared by Finance team., • Manage and oversees 1-2 team members whose primary responsibility will be reparation of financial reports and invoices for billing submissions., • From operations side, review Salesforce to ensure all grant awards are properly included and identified., • Review and at times, prepare financial reports from MIP, Concur and Adaptive systems to monitor grant and contract budgets, expenditures., • Review and at times, prepare monthly/ quarterly / annual budget to actual analysis for all grants and contracts., • Lead monthly meetings with program team, to review budget to actual results and identify any areas of concern related to budget management, such as, and not limited to, over/under spending, allocation issues and unallowable costs., • Responsible for reviewing all proposed budget reallocations and budget contract modifications prior to submission (identification to be performed by grants manager), • Responsible for reviewing all journal entries related to billings corrections., • Present all journal entries and billing submissions to the Program Department for approval, • Submit all invoices to grantors for payment., • Ensure information is transferred to the Finance Department to ensure monthly financial data is properly captured within the general ledger system., • Review AR aging schedule (prepared by the Finance department) on monthly basis, • Review Net Asset releases (prepared by the Finance department) on a monthly basis., • Leads effective communication strategy with Finance and program budget leads., • Ensure grants/contracts are released as planned, invoices are complete and timely, and payments are applied appropriately., • Review staff allocations to grants and contracts prepared by Program team ensuring allocation is allowable and fully documented for billing purposes., • Assist Finance team in identifying new grants management systems and general ledger systems. Operations and Compliance: • Manage grant compliance and reporting, including adherence to grant budgets and tracking financial progress toward organizational and programmatic outcomes and goals., • Collaborate with Finance, Development, Legal, and other departments to ensure grants and contracts are appropriately vetted, approved, and budgeted., • Work closely with all departments throughout the life of the grants/contracts to ensure compliance., • Ensure responsiveness to internal programs and departments and external partners and funders., • Assist in reviewing all new and existing grants to ensure all compliance requirements are properly identified and responsibility for completion is properly tagged to each department within LIIF., • Supporting finance team on preparing for Uniform Guidance Audit and tracking compliance throughout the year., • Supports the VP Operations and department leaders to prepare ad- hoc reports. SKILLS REQUIRED: • Analytical, problem solving, communication, and organizational skills., • Commitment to collaboration and teamwork., • Expertise and background with government and nonprofit contracts and grant, • Demonstrated knowledge of budgeting, finance, and nonprofit accounting., • Ability to manage multiple projects, prioritize, work under pressure, and deliver on deadlines., • Ability to manage confidential material and systems with trust and integrity., • Proficient in Excel and PowerPoint required., • Salesforce knowledge preferred. OTHER REQUIREMENTS: • Experience/Education: A Bachelor’s degree or equivalent is required; a master’s degree in business administration or accounting related field preferred, • Minimum of seven (7) years of professional experience in the field of contracts and/or grants. Additional Requirement: All Low Income Investment Fund (LIIF) employees must be fully vaccinated against COVID-19. In accordance with LIIF's policies, we provide reasonable accommodations, absent undue hardship, to qualified individuals who cannot get vaccinated against COVID-19 because of sincerely held religious or medical reasons. If you believe you need an accommodation from the vaccination mandate required by this policy, please notify our Human Resources Department. HOW TO APPLY: Please apply with Resume and Cover Letter via our recruitment portal: Recruitment (adp.com) Notice to Third Party Recruitment Agencies: Please note that Low Income Investment Fund does not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed Recruitment Services Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement Low Income Investment Fund shall explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of Low Income Investment Fund. We do not accept unsolicited phone calls. Only candidates being considered for a position will be contacted. LIIF, an EOE (Equal Opportunity Employer), believes that diversity ensures excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender, or national origin. Candidates of diverse background and with diverse experience are strongly encouraged to apply for this position.

Job Description CoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at www.coreweave.com. What You'll Do: The Legal and Government Affairs team at CoreWeave is highly collaborative and partners closely with teams across the company to navigate complex legal landscapes while enabling innovation and growth. The team is pragmatic, solutions-oriented, and deeply engaged in strategic decision-making, with a strong emphasis on building trusted relationships across the organization. As Counsel, Credits and Incentives, you will help protect the value of the tax credits, abatements, and economic development incentives supporting CoreWeave's growth and infrastructure investments. You will oversee compliance throughout the post-award lifecycle, translate complex requirements into practical processes, and help the company meet its commitments across multiple jurisdictions. If you thrive in a dynamic, fast-paced environment, enjoy solving complex problems, and are eager to make a significant impact, CoreWeave is the place for you. About the role: Reporting to the Credits and Incentives team lead, you will manage the reporting, documentation, and risk-mitigation activities associated with CoreWeave's incentives portfolio. You will partner closely with Tax, FP&A, Treasury, Accounting, Operations, and external advisors to ensure contractual, statutory, and regulatory requirements are met accurately and on time. Your work will help preserve the financial value of awarded incentives while minimizing exposure to clawbacks, penalties, and other compliance risks. In this Role You Will: • Manage the end-to-end compliance lifecycle for tax credits and incentives, including monitoring requirements, deadlines, and reporting obligations across multiple jurisdictions., • Prepare, review, and submit required filings, certifications, and compliance reports to governmental agencies., • Ensure all reporting is consistent with the terms of incentive agreements and applicable statutes., • Maintain a centralized compliance calendar and tracking system for all incentives., • Maintain complete and organized records of incentive agreements, compliance filings, and supporting documentation., • Ensure readiness for audits, agency inquiries, and internal reviews., • Monitor performance against incentive requirements (e.g., job creation, wage thresholds, investment levels)., • Identify potential compliance risks and escalate issues proactively., • Support development and maintenance of internal policies, procedures, and playbooks for incentive compliance., • Implement best practices for tracking, documentation, and reporting. Who You Are: • 4+ years of experience with credits and incentives, tax, economic development, or state and local tax (SALT)., • Strong attention to detail and ability to manage complex, multi-jurisdictional requirements., • Excellent organizational and project management skills., • Ability to synthesize legal requirements into operational processes., • Ability to work cross-functionally and manage multiple stakeholders., • J.D. from an ABA-accredited law school and active admission to practice law in at least one U.S. jurisdiction., • Proficiency in Excel and experience working with large datasets is preferred. Wondering if you're a good fit? We believe in investing in our people, and value candidates who can bring their own diversified experiences to our teams – even if you aren't a 100% skill or experience match. Here are a few qualities we've found compatible with our team. If some of this describes you, we'd love to talk. • Practical, solution-oriented, and ready to roll up your sleeves., • Excellent communication skills and a demonstrated ability to work collaboratively in a fast-paced environment., • You're curious about how AI, cloud, and digital infrastructure are reshaping the global economy. Why CoreWeave? At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences, • Achieve More Together We support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and enables the development of innovative solutions to complex problems. As we get set for takeoff, the organization's growth opportunities are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us! The base salary range for this role is $134,000 to $179,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs. The benefits below reflect our US-based offerings for full-time employees; for roles in other locations, benefits vary and are shared during the hiring process. These include: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment, • A work culture focused on innovative disruption California Applicants California Consumer Privacy Act Equal Opportunity & Accommodations CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: careers@coreweave.com. Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job Description Sollis Health is seeking a Director, Strategic Finance to serve as a core partner to the Senior Vice President of Finance and the broader finance team, supporting strategic planning and budgeting, investor relations and fundraising, and high-impact cross-functional initiatives across the business. This role sits at the center of company decision-making, combining financial modeling, operational analytics, and strategic execution to support the company's growth. You will work closely with senior leaders across Growth, Operations, Technology, Real Estate, and Clinical functions to evaluate opportunities, improve financial visibility, and drive enterprise-wide initiatives. As a Director, you will take ownership of complex workstreams, influence decision-making at the executive level, and help shape the company's strategic direction. You will translate business questions into rigorous financial analyses, and insights into clear, actionable recommendations. The ideal candidate brings a strong foundation in investment banking, consulting, or FP&A, outstanding financial modeling capabilities, and the ability to independently drive initiatives while partnering effectively across the organization. This is a hybrid role based out of our NY-HQ office. Responsibilities: • Own and lead key components of budgeting, forecasting, and long-range planning processes, • Build and maintain complex financial models to evaluate strategic initiatives and investments, • Analyze operating performance, identify key drivers, and present actionable insights to senior leadership, • Partner cross-functionally with senior stakeholders across Growth, Operations, Technology, Real Estate, and Clinical, • Design and enhance financial reporting and dashboards to increase business transparency for both internal stakeholders and investors, • Lead high-impact strategic projects, including growth initiatives, new market expansion analysis, and operational improvements, • Support fundraising, investor relations, and board materials with detailed financial analysis, • Partner with Accounting on the monthly close process and ensure alignment between financial and operational reporting, • Drive ad hoc analyses and deep dives to support executive decision-makingRequirements:, • 7–12 years of experience in investment banking, private equity, equity research, consulting, or FP&A, • Advanced financial modeling skills with experience building models from scratch, • Experience operating in high-growth or scaling businesses strongly preferred, • Strong proficiency in Excel; experience with planning tools is a plus, • Familiarity with Intacct, NetSuite, Rippling, or a similar ERP platform, • Exceptional communication skills with experience presenting to senior leadership, • Proven ability to independently manage complex workstreams and deliver results, • Strong attention to detail and high degree of ownership, • Bachelor's degree requiredSkills & Attributes:, • Strong financial and strategic judgment, • Ability to connect operational performance with financial outcomes, • Familiarity with the basics of GAAP accounting, • Structured, rigorous problem-solving approach, • High ownership and bias toward action, • Comfort operating in ambiguity and rapidly evolving environments, • Strong cross-functional leadership and collaboration skillsComp & Benefits: Base is $150,000 - $180,000 + Bonus + Equity This is the range of pay for New York candidates. Sollis is a multi-state employer and this range may vary by location and experience. Our people are our greatest asset, so we designed a comprehensive compensation and benefit package that matches. Some of our offerings include: • Excellent benefits, including healthcare, dental, vision, • 401K with 3% match, • Unlimited PTO and generous sick time, • 12 observed holidays, • Free Sollis Health membership for you and your eligible family members, • Employee stock options, • Annual professional development allocations, • Modern, high-end work environment About Sollis Health Sollis Health is the first and only medical membership that's on-demand 24/7, 365. We live up to the concierge promise: with just one call, our members experience unparalleled care and follow-up on their schedule and their terms. Our members never wonder if it's a "real" emergency. They simply call Sollis for immediate access to ER-trained medical teams, on-site labs and imaging, expedited specialist appointments, and care navigation that's all under one roof. With unlimited 24/7 virtual and in-person support from locations in Manhattan, the Hamptons, Los Angeles, South Florida, and San Francisco, Sollis puts our members in first class by handling all medical issues—big or small—with expert concierge care anytime, anywhere.

Job Description Responsibilities: • Conduct deep-dive investment research and produce high-quality, client-facing content covering U.S. equities, options, futures, and other derivatives., • Deliver bespoke investment advisory to High-Net-Worth (HNW) clients. This includes developing tailored investment themes, providing strategic asset allocation and trade execution support, resolving day-to-day market inquiries, and actively participating in key client meetings/pitches., • Draft thematic market commentary and client educational materials for U.S. and Canada markets. Develop actionable investment strategy content, craft effective talking points/pitch scripts, and conduct ongoing training to empower Relationship Managers (RMs)., • Contribute to the development of the department's product matrix by curating tailored financial solutions that align with clients' risk/return profiles. Ensure all product selections align with the firm's overarching "house view" and translate team consensus into actionable, client-ready proposals., • Perform client segmentation analysis to design scalable & customized global investment & operational strategies. Based on these insights, develop and implement customized, ongoing service models and engagement plans tailored to different client tiers. Requirements • Education and Major: Degree from a well-known institution in Finance, Economics, Accounting, Investment, Business, or related fields., • Proven experience in U.S. equity markets, specializing in Equity Research or Option Trading, with additional knowledge of cryptocurrency investments., • At least 3 years of experience in high-net-worth client service (as a relationship manager or investment advisor) or in investment strategy/financial middle office, with proven methodologies and successful experience in driving client investment strategy services, product sales, and wealth management services to frontline teams., • Strong communication and coordination skills, with a strong sense of teamwork., • Language skills: Native in English, Chinese speaking is highly preferred., • License Requirement: FINRA License is required (Required：FINRA SIE, Series 7/63/86/87)

Job Description Ready to do more than oversee complex returns? A leading public accounting and advisory firm is looking for a Private Client Services Tax Partner to lead sophisticated client relationships and help grow its PCS practice. You'll advise high-net-worth and ultra-high-net-worth individuals and families on the tax decisions that shape their businesses, investments, and long-term wealth. This is a chance to bring your expertise and relationships to a broader advisory platform, work alongside experienced colleagues and outside advisors, and have a meaningful voice in where the practice goes next. Compensation: $350,000-$450,000 in annual compensation, with additional upside based on experience, client relationships, business development, and overall practice contribution. What You'll Own Serve as a trusted tax advisor to high-net-worth and ultra-high-net-worth individuals, families, and business owners Lead complex individual, fiduciary, partnership, and related tax planning and compliance Advise on closely held businesses, investments, trusts, estates, real estate, and multigenerational wealth Guide clients through major transactions, liquidity events, succession decisions, and other pivotal moments Work closely with attorneys, wealth advisors, family offices, investment professionals, and other advisors Own and expand significant client relationships while identifying broader tax and advisory opportunities Develop new business through referrals, centers of influence, and your professional network Lead and mentor Directors, Managers, and other professionals Collaborate with fellow Partners to strengthen the practice's capabilities, client service, and market presence What You Bring 12+ years of progressive public accounting or private client tax experience Current Partner, Principal, Managing Director, Director, or equivalent senior leadership experience CPA required; JD, LLM, or MST is highly valued Deep experience advising high-net-worth and ultra-high-net-worth clients on complex tax matters Strong knowledge of individual, fiduciary, partnership, and closely held business taxation The judgment to turn complicated tax issues into practical advice clients can act on A record of leading teams, building client relationships, and contributing to practice growth Business development experience and a strong professional network Portable business or transferable client relationships are highly valued Why Take the Call? At the Partner level, the right move is about more than a title. It's about the clients you can advise, the relationships you can build, and the influence you'll have on the practice. If you're ready for a platform where you can lead across the full private client relationship and help shape what comes next, let's have a confidential conversation. All inquiries will be handled confidentially.

Job Description Job Title: Data Governance Specialist Location: Newark, NJ (Hybrid) Duration: 6 Month Contract Rate: $65/hr We are seeking an experienced Data Governance Specialist with a strong background in the investment management or financial services sector. In this role, you will lead the design, implementation, and operationalization of our enterprise data governance framework. You will act as a bridge between technical data teams and investment stakeholders, leveraging Ataccama ONE to automate data profiling, monitor data quality rules, and secure critical financial data assets Key Responsibilities Governance Frameworks: Define and implement data governance policies, standards, business glossaries, and data stewardship models specific to investment data (e.g., reference data, positions, trades, pricing, and client reporting) Ataccama Implementation: Configure and manage Ataccama for automated data quality profiling, anomaly detection, monitoring, and master data tracking Data Lineage & Cataloging: Build and maintain end-to-end data lineage maps for critical data elements (CDEs) flowing from market data vendors and trading systems into reporting and analytics layers Data Quality & Remediation: Establish Key Performance Indicators (KPIs) and data quality rules; troubleshoot root causes of data errors and drive operational remediation processes Stakeholder Engagement: Partner with portfolio managers, risk teams, compliance officers, and IT custodians to embed data governance practices early in the data lifecycle Qualification Experience: 10 years of hands-on experience in data governance, data quality, or metadata management, with at least 3 years working inside an Investment Management, Asset Management, or Capital Markets environment. Tooling Expertise: Proven, hands-on experience configuring and utilizing Ataccama (for data quality profiling, monitoring, or master data management). Domain Knowledge: Deep familiarity with financial instruments, portfolio accounting data, market data feeds, and wealth management workflows. Technical Skills: Strong SQL capabilities and familiarity with modern cloud data platforms (Snowflake, Databricks, Azure, or AWS). Communication: Exceptional stakeholder management and workshop facilitation skills, with the ability to translate complex technical data issues into business solutions.

Job DescriptionCompany Description ABOUT IQ-EQ Is a global investor services group with deep expertise in private markets. We support investment managers, asset owners and global businesses with the administration, compliance, governance, data and reporting that their structures depend on. Across 25 jurisdictions, our 6,500+ professionals combine technical strength, connected technology and human understanding – the IQ and the EQ – to free clients from operational complexity and give them the peace of mind to focus on their core business activities. Our IQ is our technical, regulatory and operational expertise, underpinned by data, technology and coordinated global delivery. Our EQ is our human partnership: understanding the business behind the numbers, the culture behind the structures and the individuals behind the screens. With more than US$950 billion of assets under administration, our global client base includes 13 of the world’s top 15 private equity firms* and 19 of the top 25 private debt firms**. One relationship connects our clients to the right expertise as needs evolve, helping them move forward with clarity and confidence, wherever they operate.. To find out more about IQ-EQ visit iqeq.com Job Description You will be working directly with leading private equity and hedge fund firms in the alternative asset industry under the guidance and direction from our experienced team of industry veterans. You will be facilitating our service offering by assisting, performing, and reviewing the following: What you’ll do • You'll support IQ-EQ client leads across multiple Private Equity funds, ensuring deliverables align with limited partnership agreements and client expectations, • You'll manage and review complex financial components, including journal entries, investor allocations, capital calls/distributions, fee and carried interest calculations, and waterfall models, • You'll oversee the preparation and delivery of financial statements, disclosures, supporting schedules, and investor notices, while coordinating with auditors and tax teams during year-end processes, • You'll assess and enhance operational processes, handle routine and ad-hoc client requests, and prioritize tasks to meet tight deadlines, • You'll train and mentor junior team members, fostering development while maintaining high standards of accuracy and timeliness What we offer • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance, • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility), • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans, • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment, • The salary for this position will be dependent on experience and location ($100,000 - $135,000)Qualifications, • You bring 8 plus years of progressive experience in private equity, public accounting, or a combination of alternative asset investment and public accounting roles- experience with Private Credit clients required, • You possess strong analytical and technical skills, with proven proficiency in accounting and administration for alternative investment funds., • You have a Bachelor’ degree in Accounting, and have demonstrated success in leading and developing high-performing teams., • You consistently deliver high-quality, detail-oriented work, manage multiple priorities under tight deadlines, and provide exceptional client service., • You are proficient in QuickBooks, Microsoft Outlook, Excel, Word, and Investran, and communicate effectively in professional, collaborative environments. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job Description Job Title: Training & Documentation Specialist Location: 330 Madison Avenue, NY Duration: 3-6 Months CTH Job Summary: Company X’s IT System and CRM team has been tasked with helping to design and roll out the business facilitation software, (DealCloud, across the firm). In order to do this successfully to over 500 users, we are looking to add a motivated technology enthusiast and natural mentor and teacher to join our rapidly growing team. Your role: In charge of training and documentation for all aspects of the DealCloud product and investment banking processes. With our rollout scheduled to start before the end of the year, you will document all processes that will be transitioning and creating training modules together in partnership with our software vendor. We intend on having a mixed training plan with written, videos, in person sessions in small group and large groups as well as individual training as well as general training and process or module focused training Qualifications • Bachelor’s degree, • Prior teaching or mentoring experienced required or a degree in the educational field, • Excellent interpersonal communication skills, both written and verbal, speaking to technical and non-technical business users, • Self-starter with the foresight to identify and execute next steps to see projects through to completion, • Ability to adapt to changing demands and business requirements, • Familiarity with Dealcloud a plus but not required. Extensive training will be provided, • Experience running demos and teaching software to a wide array of constituents at different level of comfort with technology a plus, • Familiar with Investment Banking, Finance and Accounting concepts and nomenclature a plus, • Experience and solid understanding of relational databases, SQL, API and system integrations or Data Science a plus

Job Description Controller Reports to: Chief Financial Officer Employment Status: Full-Time, Exempt Schedule: Monday–Friday, 9:00 AM–5:00 PM Location: New York, NY Salary: $110,000 - $120,000 annually Position Overview The Controller manages the organization's financial accounting processes, including accounts payable, accounts receivable, payroll, budget development, and audits. The role requires collaboration with the Chief Financial Officer (CFO) and other program directors to ensure financial transparency and efficiency while maintaining compliance with all government contracts and external reporting requirements. This role is critical in overseeing day-to-day financial activities, ensuring compliance with financial regulations, and preparing financial reports for the executive leadership team. Essential Duties and Responsibilities Financial Oversight and Reporting • Ensure the accuracy and productivity of accounts payable, payroll, cash disbursements, and restricted funds management., • Lead the monthly-close process to prepare financial reports for Executive Committee meetings and quarterly board meetings, including reviewing the general ledger, trial balance and financial reports., • Oversee the preparation and review of financial budgets, and analysis reports required by external organizations (foundations, corporate donors). Audit and Compliance • Lead the preparation for independent audits, including general ledger account analysis, insurance, audit confirmations, and compilation of audit schedules., • Prepare draft financial statements for auditors in collaboration with the CFO., • Support the CFO in preparing the annual Form 990, CHAR500 and other compliance documentation., • Review government contract vouchers before filing and ensure compliance with contracts like NYC DFTA and various NYS agencies. Budget and Cash Management • Support the CFO in the development of the annual budget, including agency wide, program specific and grant-related budgets., • Prepare and monitor periodic cash flow projections for up to 12 months., • Generate and submit timely budget reports to program directors and development team for grant proposals., • Prepare monthly bank reconciliations for both business and investment accounts, • Monitor bank activity daily and compile weekly cash balance reports for the CFO and Executive Director Payroll and Benefits Administration • Oversee and supervise the organization's payroll functions, ensuring pay is processed on time, accurately, and in compliance with government regulations., • Liaise with HR on employee benefits management and payroll-related matters, ensuring accurate financial records for staff., • Assist with compliance reporting and labor audits, and help develop budgets for HR programs, such as staff development and training. Team Collaboration & Other Duties • Provide supervision and guidance to accountants and other financial staff regarding best practices., • Approve and oversee the release of checks for operating accounts.,, • Ensure proper reconciliation of revenue between accounting and development teams., • Manage financial reporting and budgeting for specific programs., • Regularly assess existing accounting systems, policies and procedures to identify areas for improvement. Propose enhancements that increase efficiency, ensure compliance with regulations, and align with organizational goals. Collaborate with the CFO and other finance team members to implement approved changes., • Perform other tasks as required to meet the needs of the organization. Key Competencies • Financial Acumen: Strong understanding of accounting principles, budgeting, financial reporting, and payroll administration, especially within non-profit regulations and restricted funds management., • Audit and Compliance Expertise: Ability to ensure compliance with financial regulations, prepare for audits, and manage government contract reporting., • Adaptability: Flexibility to handle a wide range of tasks, from high-level financial strategy to day-to-day accounting, in a resource-constrained environment., • Collaboration and Communication: Strong interpersonal skills to work closely with HR, program directors, and external partners while effectively communicating financial insights to non-financial stakeholders., • Problem-solving and Initiative: Proactive in identifying financial challenges and implementing practical solutions, ensuring sustainability and efficiency in operations. Required Skills & Qualifications • Bachelor’s degree in Accounting, Finance, or related field, CPA preferred., • Minimum of 6 years of relevant experience in financial management, preferably in non-profit or social services settings. Expertise in financial management, including general ledger accounting, payroll, accounts payable, accounts receivable and fund accounting., • Strong understanding of audit preparation, compliance, and government contract reporting., • Experience managing restricted funds and compliance with government contracts., • Proficiency in financial accounting software and budgeting tools. Enterprise-level fund accounting software is preferred., • Advanced analytical and problem-solving skills., • Excellent communication skills and the ability to work collaboratively with cross-functional teams. Ability to communicate financial information clearly and effectively to program managers and other non-financial stakeholders., • Experience ensuring compliance with generally accepted accounting principles (GAAP), cost principles for non-profit organizations and government contracts. Supervisory Responsibilities This position supervises the Bookkeeper/Accounts Payable staff and Senior Grants Accountant. Working Conditions and Physical Demands This role operates in a professional office environment on the UES, with occasional meetings outside the office. The ability to navigate and work within a basement level office building, climb stairs, carry light office supplies or case files, and the endurance to move between office floors as needed for meetings or access various building resources. It requires regular use of standard office equipment, such as computers, phones, copiers, and filing cabinets. This position requires sitting for extended periods, performing tasks on a computer, and communicating via phone and in person. The employee must be able to lift and move items, such as office supplies or file boxes, up to 10 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the role. Position Type/Expected Hours of Work This full-time, exempt position works Monday through Friday, 9 a.m. to 5 p.m., with a one-hour duty-free lunch. Evening and weekend work may be required as job duties demand and will be scheduled in advance. Travel Travel between program locations is necessary on occasion for meetings that are scheduled with advanced notice and are within walking distance from each other.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: We are looking for a Tax Manager to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements. As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment. Essential Job Functions will include: • Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses, • Create quarterly estimates and projections., • Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns, • Perform tax research, • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients, • Work with tax staff to respond to tax notices and review of correspondence, • Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients, • Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned., • All other duties as assigned Required Knowledge, Skills, and Abilities: • Minimum 5+ years of public accounting experience, or equivalent experience, • Bachelor's degree in Accounting or related field, • Strong tax code knowledge and general accounting skills, • CPA and/or EA required, • Master's degree in Tax a plus, • Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus., • Highly organized and tax-oriented, • Ability to handle a large volume of activities at one time, • Ability to communicate concepts to clients and advisors in concise and understandable fashion, • Must be detail-oriented and have excellent time-management skills Location: This is a hybrid role with a strong preference for candidates in Columbus, OH or Northeast, US Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 11/23/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $106,000—$135,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description About etoro: etoro is the platform where you can trade, invest, save, and spend. Founded in 2007 with the vision of a world where everyone can trade and invest in a simple and transparent way, we've built a regulated, Nasdaq-listed platform used by millions of people in 75 countries. We believe there is power in shared knowledge. By combining the collective intelligence of our community with AI-powered tools, we've created a collaborative investment community designed to help you grow your knowledge and wealth. On etoro, you can hold a range of traditional and innovative assets and choose how you invest: trade directly, invest in a portfolio, copy other investors, or invest with an AI agent. Visit our Media Centre for the latest news. You can find out more about eToro here. Role location and working style: This is position is based in Manhattan, NYC Metropolitan Area, with an in-office and hybrid set up. Remote set up is not possible. Role Summary We are seeking a highly motivated and detail-oriented accounting professional to join our US Finance team. This role supports our crypto, money service business (MSB), and broker-dealer operations - all of which have grown significantly as eToro expands its regulated US footprint. You will support the US Financial Controller across all accounting matters, with emphasis on financial reporting, regulatory reporting, internal controls, tax, and treasury management. As a now-public company, the scope and visibility of this role are substantial, and you will have real opportunity to grow your impact alongside the business. Key Responsibilities You'll play a key role in supporting eToro's regulated US entities, combining hands-on accounting with regulatory reporting, controls, automation and digital asset operations. • Own key elements of the month-end close, including journal entries, reconciliations, variance analysis, forecasting and management reporting., • Ensure financial reporting remains compliant with US GAAP and applicable regulatory requirements., • Support regulatory reporting across our US entities, including FOCUS reports, NMLS call reports, DFS reporting and transaction-level reporting for MSB and Virtual Currency operations., • Partner with the US Controller and global Finance teams on intercompany reconciliations, cash postings, prepaid expenses, fixed assets and accounting adjustments., • Support our evolving crypto and digital asset operations, including custody processes and digital asset accounting requirements., • Manage core Accounts Payable activities, including vendors, invoices, purchase orders, wires and corporate spend platforms such as Brex and Expensify., • Support financial, regulatory and tax audits, ensuring requests are accurate, complete and delivered on time., • Own client and vendor tax reporting requirements, including W-9, W-8 and 1099 reporting, working alongside external tax advisors., • Identify control gaps and build stronger, scalable processes that improve accuracy and audit readiness., • Use automation and AI-enabled tools to streamline finance workflows, reduce manual work and accelerate the month-end close., • Take ownership of ad hoc projects and evolving priorities across multiple regulated US entities. Requirements • 3+ years of accounting experience, ideally combining public accounting with industry experience., • Experience within a broker-dealer, fintech, financial services or regulated environment is strongly preferred., • Degree in Accounting, Finance or a related discipline., • CPA preferred; Series 27 or 28 would be a strong advantage., • Experience working with ERP and finance systems such as NetSuite, QuickBooks or Priority., • Strong understanding of financial controls, reconciliations and month-end close processes., • A track record of automating, simplifying or improving finance processes rather than simply maintaining them., • Comfortable managing multiple priorities and collaborating with colleagues across different teams and time zones., • Strong communication skills and the confidence to take ownership., • Curiosity about crypto, blockchain and digital assets, and an interest in how the financial landscape is evolving. What we offer: • Salary range for this role is $85,000 - $100,000 per annum, • Comprehensive benefits package, • Cell phone stipend, • Daily lunch allowance, • Gym stipend, • 6% 401K match, • 100% insurance coverage for the employee, • Additional leave / recharge days, • eToro trading credits Our Hiring Philosophy: At etoro, AI is changing how we build, work and make decisions, and our hiring approach reflects that. We are building an AI-first organisation where people are encouraged to use AI thoughtfully. That starts with how we hire. Throughout our recruitment process, we may use AI-enabled tools, including interview notetakers and other technologies that help us capture information accurately, improve consistency and create a better experience for candidates and interviewers. These tools support our feedback and assessment outcomes. Hiring decisions remain grounded in running fair and consistent interview processes, human judgement, critical thinking, and thorough evaluation of experience, ability and motivation that are aligned to our business and role requirements. We also want candidates to be comfortable working with AI. Depending on the role, we may explore how you use AI tools in your day-to-day work, how you think about their opportunities and limitations, and how you would contribute to etoro's continued AI build-out. For us, being AI-first is not about replacing human judgement. It is about combining human expertise, creativity and accountability with technology that helps us do our best work and accelerate our growth. In the end, that's what we're hiring for: human insight, supercharged by AI.