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Job Description At Oura, our mission is to empower every person to own their inner potential. With our award-winning Oura Ring and app, we help over 2.5 million people turn insights about sleep, activity, and readiness into healthier, more balanced lives. We believe that starts from within — by creating a culture where our team feels supported, included, and inspired to do their best work. Our values guide how we show up for each other and our community every day. The FP&A team at Oura plays an important part in delivering our company mission. We are a highly visible function responsible for delivering mission-critical analytics and insights to leadership and key stakeholders. To further our impact, we are looking for a Finance Manager to join our global FP&A team. Reporting to the Senior FP&A Manager, Core FP&A, in this role you’ll lead finance support of the Product organization, serving as the primary finance partner to the Chief Operating Officer and other executive leaders across our Engineering and Product Functions. In addition to owning core FP&A processes such as planning and month end reporting, you will be instrumental in creating greater transparency into how the Product team invests and spends. As a trusted thought partner to Product team leadership, you will shape the financial lens through which strategic priorities are set and investments are evaluated. Location: Eastern time zone preferred, but open to candidates across the U.S. What You will do: • Own finance partnership with executive leadership across the Hardware and Software Engineering, Science, Product and Design functions, leading forecasting and budget planning, as well as evolving budget vs. actuals reporting to deliver actionable insights to senior leadership., • Partner with the GTM FP&A team to develop and implement a standardized investment evaluation framework across company-wide projects, ensuring expenses are aligned to strategic initiatives and providing ongoing reporting that drives accountability and improves executive visibility into how resources are being deployed., • Consolidate financial inputs from the Product teams as well as cross-functional partners, integrating headcount, OpEx, and CapEx forecasts into comprehensive models and reports to ensure alignment with company-wide objectives and strategic goals., • Lead headcount forecasting for the R&D Product organization, ensuring alignment of hiring to approved plans and proactively advising leaders on trade-offs, risks, and opportunities., • Partner with the Product leadership team to create multi-year plans for the organization’s hiring and investment needs in order to deliver the product roadmap, • Oversee month-end close and reporting processes, partnering closely with accounting on ensuring accuracy of financials and providing insights/commentary on company results relative to plan/forecast., • Produce high-impact monthly and quarterly deliverables including Monthly Flash, Board materials, and Quarterly Business Reviews, crafting narratives that influence executives and stakeholders., • Identify opportunities to streamline and automate financial reporting processes, enhancing efficiency and accuracy across monthly and quarterly deliverables., • Establish best practices as it pertains to reporting and the utilization of data from a number of sources., • 8+ years of relevant Finance experience, experience partnering with Product facing teams is a plus., • Demonstrated ability to own and lead financial planning cycles (annual planning, forecasting and reporting) and influence executive decision-making through clear insights and recommendations., • Experience influencing executive level decision-makers and presenting to people at all levels of the organization with varying levels of financial literacy., • Strong proficiency in Excel/Google Sheets, working with planning tools (e.g. Anaplan) preferred., • Exceptional attention to detail, ensuring accuracy and precision of financial data and resolving discrepancies effectively., • A self-starter attitude, with a demonstrated ability to operate well with ambiguity and build things from scratch., • Ability to learn and adapt quickly to new systems and tools. At Oura, we care about you and your well-being. Everyone here at Oura has a ring of their own and we are continually looking to improve employee health. What we offer: • Competitive salary and equity packages, • Health, dental, vision insurance, and mental health resources, • An Oura Ring of your own plus employee discounts for friends & family, • 20 days of paid time off plus 13 paid holidays plus 8 days of flexible wellness time off, • Paid sick leave and parental leave Oura takes a market-based approach to pay, which may vary depending on your location. US locations are categorized into tiers based on a cost of labor index for that geographic area. While most offers will be closer to the starting range, successful candidates' pay will be determined based on job-related skills, experience, qualifications, work location, internal peer equity, and market conditions. These ranges may be modified in the future. • Region 1 $126,000-$157,000, • Region 2 $115,000-$144,000 We are not considering candidates residing in the following states: Alaska (AK), Delaware (DE), Iowa (IA), Mississippi (MS), Missouri (MO), Nebraska (NE), South Dakota (SD), Vermont (VT), West Virginia (WV), and Wisconsin (WI) Oura is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. Individuals seeking employment at Oura are considered without regard to age, ancestry, color, gender (including pregnancy, childbirth, or related medical conditions), gender identity or expression, genetic information, marital status, medical condition, mental or physical disability, national origin, protected family care or medical leave status, race, religion (including beliefs and practices or the absence thereof), sexual orientation, military or veteran status, or any other characteristic protected by federal, state, or local laws. We will not tolerate discrimination or harassment based on any of these characteristics. We will work to ensure individuals with disabilities are provided reasonable accommodation to participate in the interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Disclaimer: Beware of fake job offers! We’ve been alerted to scammers posing as ŌURA recruiters, especially for remote roles. Please note: • Our jobs are listed only on the ŌURA Careers page and trusted job boards., • We will never ask for personal information like ID or payment for equipment upfront. To all recruitment agencies: Oura does not accept agency resumes. Please do not forward resumes to our jobs alias, Oura employees, or any other organization's location. Oura is not responsible for any fees related to unsolicited resumes.

Job Description Elevate your career to new heights as a Senior U.S Tax Senior Manager at our client's Big 4 prestigious accountancy firm in the Cayman Islands! In this dynamic role, you will lead a talented team of tax professionals in delivering comprehensive tax strategy, planning, and compliance services to esteemed clients within the Financial Services sector. As a strategic leader, you will play a vital role in driving business development initiatives, fostering strong client relationships, and providing expert guidance to your team to ensure the successful execution of projects. A minimum of 7 years of extensive U.S taxation work experience, with a focus on investment funds or international corporate structures is required. Responsibilities • Lead a team of tax professionals in delivering comprehensive tax services to clients., • Drive business development initiatives and contribute to the growth of the firm., • Provide expert guidance and mentorship to team members., • Ensure compliance with tax laws and regulations., • Develop and maintain strong client relationships. Capabilities and Skills Required: • Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures., • Bachelor’s degree in accounting/taxation or a related field, coupled with relevant professional certifications (e.g., CPA, IRS Enrolled Agent)., • Proven ability to thrive in a fast-paced environment, with a demonstrated track record of delivering superior results., • Strong leadership skills, including the ability to inspire and empower team members to achieve their full potential., • Exceptional communication and interpersonal skills, enabling effective collaboration with clients, colleagues, and stakeholders., • Essential background in Financial Services, with expertise in private equity and/or hedge funds is required Education and Experience Level: • Bachelor’s degree in accounting/taxation or a related field., • Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures. Qualifications Required: • Certification as a U.S. Certified Public Accountant (CPA) or IRS Enrolled Agent (required) Benefits • Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents., • Relocation support, including accommodation, transportation, and flights for the candidate and their family., • Pension contribution and generous vacation allowance, including additional closure periods. Confidentiality Statement At Quix Recruitment, we prioritize confidentiality throughout the recruitment process. We understand the sensitivity of exploring new career opportunities while currently employed. Rest assured that when you apply through Quix Recruitment, your application is kept completely confidential from both your current employer and the hiring company. If we determine that you might be a good fit for the position, we'll arrange a confidential call with you to discuss the opportunity in more depth. Only after obtaining your permission will we share your CV with the hiring company. Disclaimer Please note that all personal information collected during the application process will be used for recruitment-related purposes only. We are committed to protecting your privacy and will not disclose your information to any third parties without your consent.

Job Description In this dynamic role, you will lead a talented team of tax professionals in delivering comprehensive tax strategy, planning, and compliance services to esteemed clients within the Financial Services sector. As a strategic leader, you will play a vital role in driving business development initiatives, fostering strong client relationships, and providing expert guidance to your team to ensure the successful execution of projects. Core Responsibilities: * Lead a team of tax professionals in delivering comprehensive tax services to clients. * Drive business development initiatives and contribute to the growth of the firm. * Provide expert guidance and mentorship to team members. * Ensure compliance with tax laws and regulations. * Develop and maintain strong client relationships. Qualifications: * Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures. * Bachelors degree in accounting/taxation or a related field, coupled with relevant professional certifications (e.g., CPA, IRS Enrolled Agent). * Proven ability to thrive in a fast-paced environment, with a demonstrated track record of delivering superior results. * Strong leadership skills, including the ability to inspire and empower team members to achieve their full potential. * Exceptional communication and interpersonal skills, enabling effective collaboration with clients, colleagues, and stakeholders. * Essential background in Financial Services, with expertise in private equity and/or hedge funds is required Benefits: * Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents. * Relocation support, including accommodation, transportation, and flights for the candidate and their family. * Pension contribution and generous vacation allowance, including additional closure periods. Note: Your CV and personal information will be handled with the utmost care and discretion. We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

Job Description Principal Wealth Manager The Principal Wealth Manager position holds immense significance in shaping the future landscape of the wealth management industry through a fintech perspective. This pivotal role involves operating within a dynamic environment, actively engaging as a wealth manager to foster relationships with high-net-worth clients. You will oversee the transition of clients to the firm with the assistance of our top-tier client transition team, while also spearheading the cultivation and closure of new client relationships generated by our Marketing Team and proprietary Lead Generation algorithm. We believe that wealth managers should be the ones to in charge of shaping the experience of the products they use every day. That's why you'll work closely with the Product, Engineering, and Design teams weekly to deliver critical feedback that helps us rapidly improve our platform and shape our future roadmap. What You'll Do: * Develop new client relationships with HNW client prospects brought to you by Our Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support. * Transition your client book of business to the firm together with our best-in-class Client Transition Team * Work with clients to gather data to define their financial planning and investment needs. * Analyze client financial situations and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more. * Identify client issues, explain financial planning concepts, clarify goals & objectives, and prepare financial plans. * Design, implement, and monitor long-term investment strategies and appropriate asset allocations. * Work with first and third-party service providers across tax, trust & estate, and insurance specialties. * Advise the Product team on your or your clients pain points to improve the platform. Must Have: * 10+ years of investment advisory experience * An existing client book of business that you actively advise today * Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent) * Excited by more ownership and the opportunity to have a meaningful impact in the Fintech industry * Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously Nice to have: * Prior experience at a technology company. * Bachelor's or Master's degree in an analytical or technical field. * The financial advisor has a fully transferable book of business of at least $25 million in assets under management. * Proficiency in financial planning software. * Strong organizational, analytical, communication, and problem-solving skills. Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more. We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies. Our Services W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates. We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding. We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software. Our Expertise W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Job DescriptionGlobal financial institution is seeking a Bilingual Japanese Financial Analyst to provide administrative and basic analytical support to Relationship Managers in the Japanese Corporate Banking Department. Duties and Responsibilities: • Analyze financial data and prepare financial reports and models to support credit application decisions for assigned products., • Ensure compliance with Head Office and Branch investment guidelines in financial analyses., • Perform quality assurance for assigned products by regularly monitoring key financial performance indicators., • Assist Relationship Managers with business development and deal structuring; prepare credit applications, self-assessments, account reviews, and other administrative requirements as assigned. Requirements • BA/BS degree (or equivalent) in Business, Economics, or related field., • Bilingual oral and written communication skills at a business level in both English and Japanese., • Solid knowledge of finance and basic accounting., • Familiarity with research resources, including Bloomberg, EDGAR, and rating agencies, is a plus., • Basic knowledge of corporate finance transactions and loan markets., • Proficiency in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access) with some financial modeling capabilities., • Excellent oral and written communication skills in both Japanese and English. BenefitsGood benefit

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a Research Associate to join our Biotechnology equity research team. The position is located in New York City. We are looking for a PhD cancer biologist to join our industry leading research team. As a Research Associate, you will work directly with the Senior Research Analyst on many aspects of the research process including: building and maintaining financial models, performing fundamental analysis and due diligence on biotechnology companies, writing investment-driven research reports, developing and fielding industry surveys, attending medical and scientific conferences, and undertaking a wide array of industry analyses and competitive assessments. The associate will have broad exposure to company management and investor conferences, and will interface with key opinion leaders, institutional investor clients, internal sales force and trading personnel. A strong candidate is independently motivated, analytically-minded, and intellectually curious. Some experience with financial modeling and exposure to the equity markets is a plus. The candidate must have a demonstrable interest in drug development, and a passion for life sciences investing. Attention to detail, a strong work ethic, the ability to multi-task, and excellent written communication skills are required. Candidates must possess a graduate degree in biology, chemistry, or similar fields, and have a genuine interest in investing. We look for people who possess the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints, • Deep understanding of oncology and/or immunology, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated models and for organizing and maintaining industry data—attention to detail is critical, • A passion for the biotechnology sector, stock market and equity research. It is highly advantageous to have prior exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate, • A thorough understanding of the investment process and the ability to perform deep primary research, • Strong communication skills. As time progresses, associates will interact with internal sales and trading and external clients; responsiveness and professionalism is important, • Strong work ethic with an ability to perform duties under minimal supervision, • FINRA registered (SIE, Series 7, 63, 86, 87) upon hire or within 6-12 months of hire For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionOur Company Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. Role Arch is looking for a world-class VP of Sales who will own our revenue company-wide. Top Priorities Build scalable sales processes and playbook supporting growth through next stage of growth * Continue building out clear account segmentation and organizational structure * Build and scale consistent processes, including systems, KPIs, sales methodology, and forecasting * In partnership with product and marketing, build out more robust sales enablement equipping reps with clear product narratives, competitive intelligence, and customer testimonials Build high-performing sales org and culture * Hire, enable, and develop a world-class sales org. Be a vocal and inspiring leader while driving urgency and accountability to deliver pipeline and revenue * Build out a robust employee training program and ongoing training that significantly improves employee ramp time * Develop clear career progression opportunities motivating high-performing reps Drive growth in channel + ENT while doubling down on core markets * Win core markets (single and multi-family offices + RIAs) while entering and scaling strategic new channels (institutional investors, asset managers, and accounting firms) Characteristics * People-centric * A doer * Empathetic and transparent, able to quickly build trust with sales team * Grittiness/nothing is beneath them * Kind, team player * Collaborative leader able to build strong cross-functional relationships Experience * Experience in a sales leadership role successfully building and scaling revenue through $100M+ in ARR * Strong people leader who has hired, trained, and retained high-performing sales org * Proven success with a challenger sale at an MM + ENT B2B SaaS company A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $400K - $500K

Job DescriptionAbout CookUnity Food has lost its soul to modern convenience. And with it, has lost the power to nourish, inspire, and connect us. So in 2018, CookUnity was founded as the first-of-its-kind platform that connects the world with the source of truly great food: chefs. Today, CookUnity delivers 50 million meals a year from the industry's best chefs to homes all over the country. Fresh. Ready-to-eat. And crafted with the passion that nourishes body and soul. Unwilling to stop there, CookUnity is expanding beyond delivery to become an ever-innovating marketplace focused on our singular mission: empower Chefs to nourish the world. If that mission has you hungry in more ways than one, you've found the right job posting. The role: CookUnity is redefining the way people experience food at home by connecting independent chefs with customers through a unique, chef-to-consumer platform. As the Head of Financial Planning & Analysis (FP&A), you will serve as a key strategic partner to the CFO and executive team, bringing financial discipline, forward-looking insights, and deep business understanding to help scale a vertically integrated, multi-marketplace business. This role requires a hands-on and data-driven executive who can lead a high-performing FP&A team, partner cross-functionally with senior leadership, and provide financial insights that shape the company's strategy. 📍 Location Note: Please note that this is a hybrid role based out of our Brooklyn headquarters. Responsibilities: • Lead the corporate financial planning processes, long-range planning, and rolling forecasts., • Serve as a thought partner to the CFO and executive leadership, offering actionable insights on business performance, risks, and opportunities., • Build and maintain strategic financial models and scenario analyses that inform decisions across pricing strategy, capacity planning, culinary investment, new market expansion, and customer LTV/CAC tradeoffs., • Own company-wide financial dashboards and KPIs, ensuring timely, accurate reporting on business performance., • Present financial results, forecasts, and business drivers to the executive team and board of directors., • Build, lead, and mentor a high-performing FP&A team., • Drive automation, scalability, and rigor in FP&A systems and processes, enabling faster decision-making across a complex operational model., • Partner with leaders across Culinary, Growth, Product, Operations, and Supply Chain to align resource planning with business priorities and deliver financial accountability., • Support go-to-market strategy, resource planning, and pricing decisions with rigorous financial analysis., • Bachelor's degree in Finance, Accounting, Economics, or related field required., • Strategic thinker with strong business acumen and high intellectual horsepower., • Excellent communicator with the ability to simplify complex data into compelling narratives for executives., • Operates with a high degree of integrity and ownership., • Highly analytical and detail-oriented, with a bias for action., • Timely, accurate, and insightful financial forecasts and performance reporting., • Strategic impact on key business decisions., • Scalable FP&A processes and systems implemented., • Engagement and development of a high-performing FP&A team. We hope this provides valuable insight into our culture and product vision. If this excites you, we'd love to connect! Benefits 🩺 Health Insurance coverage 🌅 401k Plan 📈 We grow, you grow: Stock Options Plan granted on Day 1 🌟 Eligible for a bi-annual performance bonus ⛱ Unlimited PTO 🗓️ 5-year Sabbatical: After 5 years with CookUnity, you get a 4-week paid sabbatical 🐣 Paid Family leave 🕯 Compassionate Leave: 3-5 days each time the need arises 🥘 A generous amount of CookUnity credits to enjoy our amazing meals, added to your account, monthly 🧘🏽️‍♀️ Wellness perks: access to a nutritional coach and fitness subsidies to build a healthy lifestyle 👩🏾️‍🏫 Personalized Spanish coach 🌟 Awesome opportunity to join a company that is looking to change how we eat and how chefs work! Compensation All final pay rates will be determined by candidates experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.Pay Range for this position$190,000—$230,000 USD If you're interested in this role, please submit your application and if we think you might be a fit, we'll get in touch with you. Thank you for your time! CookUnity is an Equal Opportunity Employer. We are dedicated to creating a community of inclusion and an environment free from discrimination or harassment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, citizenship status, protected veteran status, genetic information, or physical or mental disability.

Job Description About Us: The Community Preservation Corporation (CPC) believes stable and sustainable affordable housing is the foundation of strong communities and we strive to contribute to comprehensive neighborhood revitalization through our lending and partnerships. A nationally recognized leader in affordable housing finance, CPC has provided a consistent source of capital to underserved housing markets throughout New York State since our inception in 1974. Today, CPC stands as the largest CDFI solely committed to investing in multifamily housing, having invested more than $15 billion to finance the creation and preservation of more than 230,000 units of quality housing in neighborhoods across New York State and beyond. CPC has a robust construction lending platform, a mortgage bank, and equity and impact investment platforms that focus on our three goals: Expanding Affordable Housing, Closing the Racial Wealth Gap and Investing in the Green Economy. As a member of our team, you'll have the opportunity to work on impactful projects that make a real difference in people's lives. We're looking for talented individuals who are passionate about our mission and share our values of commitment, respect, excellence, accountability, and collaboration. Role Summary: The Financial Planning and Analysis (FP&A) team is responsible for developing advanced financial models and presentations for executive decision-making, including providing recommendations to support the strategic growth of CPC’s various business units and capitalization of its balance sheet. As a Financial Analyst, you will contribute to the development of complex business models (both long and short-term projections) and present key findings to the executive management team. You’ll also collaborate with cross-functional teams to support the successful implementation of CPC’s new ERP system, ensuring alignment between financial operations and organizational goals. In addition, you will serve as a finance liaison, partnering across departments to support strategic and operational initiatives that enhance CPC’s overall performance. What You’ll Do: • Help support the development of CPC’s long and short-term financial forecasts and provide insights into the organization’s performance and that of its individual businesses., • Prepare clear and concise presentations outlining both financial findings and critical business insights to support recommendations to senior management., • Collaborate with colleagues within the finance team and from other departments to enhance CPC’s monthly and quarterly financial reporting, incorporating key performance metrics for multiple business lines., • Help support the annual operating budget process: partner with finance and business leaders to identify key revenue and expenses assumptions for the year; help create consolidated CPC and Business Segment budgets based on these inputs., • Manage CPC’s Capacity, Capital Allocation, and Liquidity models., • Help support CPC’s new financial ERP implementation project and future projects geared to drive automation and improved financial reporting., • Help support CPC’s S&P and Lender due diligence requirements using reporting and analytical tools to ensure timeliness and accuracy., • Participate in Finance department and cross-departmental projects as required., • Help support the broader Finance function partnering with Accounting & Treasury to ensure reporting accuracy and alignment between the groups., • BA/BS in Economics, Finance, Business, or related field., • A minimum of 2-3 years’ finance/accounting experience, preferably in a consulting, real estate, or banking environment., • Demonstrated understanding of financial analysis concepts as well as a solid knowledge of Generally Accepted Accounting Principles (GAAP)., • Must be self-motivated, as a wide degree of creativity and latitude is expected., • Comfortable managing multiple projects with a high degree of ambiguity in a fast-paced setting., • Results-oriented – strong sense of urgency and excellent follow-through., • Strong modeling skills., • Advanced Excel skills and strong proficiency in Power Point is required., • ERP implementation experience (e.g., Net Suite, Workday) is a strong plus., • Detail orientated with good communication skills, • Competitive compensation, • 401(k) retirement plans with employer match, • Medical, dental, and vision benefits for employees and their dependents, • Commuter benefits, • PTO for vacation, personal days, sick leave, holidays, jury duty, bereavement, parental leave, and disability, • Tuition assistance program, • Two “work from anywhere” weeks per year, • Summer Fridays, • Collaborative working spaces, • Service days to support our communities, • Employee development and engagement events, • More about our offerings and culture here This is a full-time, hybrid role where you will work from the Manhattan office two - three days a week. The salary range is $75,000 – $90,000, dependent on experience. The Community Preservation Corporation is an Equal Opportunity Employer and all employment-related decisions including recruitment, selection, evaluation, promotion, compensation, training and termination are made without regard to race, creed, color, national origin, sex, disability, marital status, status as a veteran, sexual orientation or gender identity, or any other protected status.

Job Description Job Summary The AVP, Investments will report to the VP, Enterprise Investments and Hedging Solutions and work with the broader investments team to project manage and help produce all investment related deliverables, including researching new investment ideas, strategic asset allocation (SAA) and tactical asset allocation (TAA),ALM, day to day management of the portfolio, and ad-hoc projects. This position will have direct reports and interact with key members of external asset managers serving the Company in addition to interacting with other F&G functional team members to ensure progress and continuity of investment related projects. Duties and Responsibilities • Lead the enterprise strategic asset allocation work in collaboration with internal F&G teams and external managers, • Co-own the dynamic and tactical asset allocation processes with the business verticals on the team, • Portfolio optimization –Design and execute portfolio programs to improve profitability of, or reduce risk in, the inforce portfolio, • Liaise and oversee external investment managers, • Work closely with the Investment Portfolio Analytics Team and external managers to report on portfolio metrics and provide analytical insight into the portfolio, • Lead the planning, coordination, analysis, and creation of presentation materials for the Investment Committee on behalf of the Investment Department, • Responsible for investment related deliverables, such as presentation materials and data requests from all external stakeholder (rating agencies, investors, etc), • Work closely with the Investment Portfolio Analytics Team to develop, manage, and implement a robust process for portfolio benchmarking, • Support internal company-wide initiatives such as ESG, ICOLI and Corporate Development, as needed, • Provide strategic insight for senior members of the Investments team in the evaluation of assumptions used in various asset modeling, portfolio optimization, and trade program processes, • Communicate investment directives and needs to the external asset managers in a timely and regular manner, including assessment and execution of tactical asset allocations, • Manage and oversee the overall asset class SME program on the team, • Provide day-to-day management of the portfolio, • Bachelor's degree in mathematics, economics, investments or related field., • 10+ years of related experience with a minimum of 5 years experience working within or with the investments team of an insurance company4+ years experience leading a team, • CFA and/or ASA designation preferred, • Knowledge of fixed income portfolio management, and exposure to other general account assets – i.e. structured assets, real estate, alternatives, • Demonstrated strong asset modeling skills with the ability to automate/streamline current processes, • Ability to lead and manage large-scale projects & teams and manage competing priorities, • Understanding of STAT and GAAP accounting frameworks, • Understanding of insurance capital frameworks, • Strong collaborator with demonstrated project management skills, • Strong capabilities in MS Excel and, Bloomberg, Aladdin (or similar modeling and investment systems), • Effective verbal and written communication skills, • Superior analytical and problem solving skills, • Team player who is comfortable working in a dynamic, fast-paced entrepreneurial environment, • Perform other functions, duties and projects as assigned, • Regular and punctual attendance, • Ability to travel up to 30% #IND-HP #LI-MK1 #LI-Remote. Additional Information Work Environments F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role. F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact . Join our employee-centric hybrid work environment: F&G Careers About F&G Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events. As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work. 1Top Workplaces USA 2022 – 2023 2Des Moines Register Top Workplaces 2018 – 2022 Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.

Job Description Company Overview Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-to-day, financial solutions to the families and engagements it serves. We have 5 office locations; Boston, MA, New York City, NY, Bryn Mawr, PA, Salt Lake City, UT, & Stamford, CT. Through continued growth we have become the leading independent multi-family office in North America! At Trove we are dedicated to building centers of excellence with a trusted, innovative, and expert team to support our families and engagements. We look for talented people who are motivated, curious, collaborative, and have a passion for delivering the highest quality services with a culture of teamwork. Interested? Read more about the day-to-day responsibilities of our Accounting Associate below! Job Description We are seeking an Accounting Associate to join our Family Office team! This individual will be a key team member responsible for the daily accounting and operations for a portfolio of assigned families and/or engagements. If you have the skillset and experience needed for the role, including general accounting knowledge, an understanding of quality communication and responsiveness, an attention to detail regarding accuracy and timeliness, can anticipate needs through proactively seeking solutions, and following through on work and open items, then we encourage you to apply! Responsibilities include, but are not limited to: * Manage general ledger / chart of accounts and identify mistakes or errors * Follow Engagement’s standard operating procedures (SOP) * Ownership of bill pay: review and catch mistakes and ensure all invoices are entered within the system for processing * Ownership of family receivables: accounts receivable, loan and services such as preparation of invoices, issue resolution, and ensuring timely deposits * Treasury management: process and reconcile all activity for banking, credit cards, custody / brokerage accounts, alternative payment methods, and retirement accounts * Prepare funding requests * Ownership of asset tracking process: real property, collectibles, other assets, and preparation of journal entries as necessary * Investment and partnership accounting: prepare journal entries and reconcile investment accounts * Reporting and analytical review with proficient use of software * Assist with tax return payments: follow tax deadlines to process payments in a timely manner (checks via certified mail / EFT via federal and state portals / EFT via banking system) * Communicate cash needed for tax payments to the team * Assist with estate related tasks and projects, as needed * Understand basic insurance program and identify key life events which trigger coverage adjustments * Occasionally assist with concierge special projects * Organize and process payroll for employees (household and / or business) as per the SOP and workflow * Relationship management: establish a working relationship with external providers and the family to ensure a professional working relationship * Communicate with team members proactively and continuously * Assist with ad hoc projects and family requests, as needed Qualifications * Minimum of an associate degree in accounting or related area * Bachelor's degree in accounting or related area preferred * 1-3 years prior accounting or related experiences, client service-oriented experience preferred * Proficient in general ledger software, bill pay software, Microsoft Office, & CRM systems Skills & Experiences for Success * Strong organizational skills, candidate can prioritize work and meet internal and external deadlines * Strong knowledge of debits, credits and general ledger / chart of accounts with the ability to adhere to previous categories and engagement specific processes * Basic understanding of asset classes for brokerage accounts, alternative investments (private equity, hedge funds, etc.) * Basic understanding of capital statements, capital calls and distributions, NAV / profit allocations and partnership allocations * Familiar with basic estate documents: wills, POA's, trusts, living will, etc. * Experience working in and/or knowledge of family offices and high net worth individuals a plus * Strong verbal and communication skills * Ability to recognize areas for process improvement and provide feedback to team for continued development of best practices * Willingness to participate in company events, understands the importance of firm culture * Eagerness to learn and attend training sessions to expand knowledge base Compensation & Benefits We offer an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more! We offer specialized educational courses and seminars, company events, and community service events. Equal Opportunity Employer Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.

Job Description Finance Lead - U.S. Region Location: New York, NY Job Type: On-Site Salary: $225,000-375,000/year Client/Job Summary: A prestigious multi-strat hedge fund manager with over $10B in AUM across a diverse portfolio is seeking a Finance Lead to join its growing U.S. presence. This is a unique opportunity to be the first finance hire in the region, playing a pivotal role in supporting the firm's continued expansion. This person will work with the team's senior finance managers and will be the liaison between their U.S. offices. Key Responsibilities: • Be the local point of contact for finance-related matters across the U.S. offices., • Lead internal and external reporting for the U.S. entity, • Ensure compliance with local tax and regulatory requirements, • Represent the Finance team in regional projects and initiatives, • Support financial oversight of the global group, • Drive process automation and optimization, • 7+ YOE in investment management, preferably at a hedge fund., • CPA, • Strong technical accounting knowledge., • Strong communication and organizational skills., • Attention to detail and self-motivation. Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Job Description Job Summary The Director, Investment Portfolio Analytics will lead F&G's investment data strategy and modernization efforts, focusing on data warehouse optimization, strategic data architecture, and analytics generation to support investment decisions and actuarial planning. This role combines data expertise with business acumen to transform how investment data is collected, stored, and utilized across the organization. The position involves managing investment data, supporting ad-hoc data requests, designing comprehensive data strategies, and supporting the data needed to generate cash flows for investments held. Organization The Director, Investment Portfolio Analytics reports to the VP, Investment Portfolio Analytics and will oversee a team of analysts. There will be significant interaction with investment strategy, investment risk, investment accounting, actuarial, middle office, treasury, and technology teams, as well as key members of external asset managers serving the company. Duties and Responsibilities Data Strategy & Modernization • Lead investment data warehouse modernization initiatives to improve data accessibility, quality, and processing efficiency, • Design and implement comprehensive investment data strategy aligned with business objectives and regulatory requirements, • Evaluate and recommend data architecture improvements to support scalable analytics and reporting, • Oversee the creation and maintenance of the internal reporting database to support comprehensive investment analytics and decision-making, • Manage and fulfill ad-hoc data requests from internal stakeholders, ensuring accuracy and timely delivery, • Support cash flow generation processes including review of data and execution of controls that are intended to validate the reasonableness of the cash flows generated, • Provide guidance, feedback, coaching, and performance reviews to direct reports, • Foster a data-driven culture, • Bachelor's degree in mathematics, economics, finance, data science, or related field, • Minimum of 8 years of experience in portfolio analytics, investment data management, data warehouse operations, or related field, • CFA, FRM, CIPM, and/or CAIA designation preferred, • Prior leadership experience preferred, • Experience with data warehouse modernization projects and data strategy development, • Background in investment data analysis and cash flow modeling, • Actuarial experience a plus, • Active engagement with AI tools and technologies to enhance data analysis capabilities and drive innovation in investment analytics, • Strong capabilities in Microsoft Excel (VBA) and SQL, • Working knowledge of Python, Tableau, and Alteryx preferred, • Experience with data warehouse technologies and ETL processes, • Familiarity with Bloomberg, BlackRock Aladdin, and/or Clearwater preferred, • Understanding of data architecture principles and best practices, • Demonstrated understanding of fixed income analytics and investment data requirements, • Strong project management skills with experience leading data modernization initiatives, • Excellent problem-solving skills with advanced analytical and reasoning abilities, • Ability to translate business requirements into data solutions, • Experience managing and developing data-focused teams, • Strong communication skills with ability to present complex data concepts to various stakeholders, • Self-starter who demonstrates strong initiative and displays high energy level, • Perform other functions, duties and projects as assigned, • Regular and punctual attendance, • Minimal travel required (less than 10%) #IND-HP #LI-MK1 #LI-Remote Additional Information Work Environments F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role. F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact . Join our employee-centric hybrid work environment: F&G Careers About F&G Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events. As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work. 1Top Workplaces USA 2022 – 2023 2Des Moines Register Top Workplaces 2018 – 2022 Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.

Job Description Firm Summary: Winged Keel Group is the premier national high-end life insurance platform. With 11 offices nationally, the firm specializes in the structuring, implementation, and administration of Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios. For more information on Winged Keel Group, please visit . Position Summary: The Financial Planning & Analysis Analyst will play a critical role in driving business performance through financial planning, analysis, and strategic support. This position is responsible for budgeting, forecasting, variance analysis, and financial modeling to support strategic decision-making and operational efficiency. Position Responsibilities: • Develop and manage the annual budgeting and forecasting processes, • Create and maintain complex financial models to support strategic initiatives, • Prepare monthly, quarterly, and annual financial reports, including variance analysis vs. budget/forecast, • Analyze key business drivers, trends, and performance metrics to provide actionable insights, • Partner with business units to understand financial results and drive accountability, • Support scenario planning, long-term planning, and strategic projects, • Assist in the preparation of board presentations and executive summaries, • Maintain and improve financial systems, tools, and processes, • Perform ad hoc financial analysis as needed Ideal Candidate will Possess the Following:, • Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA is a plus), • 2–5 years of experience in FP&A, corporate finance, or investment banking, • Strong financial modeling and analytical skills, • Proficient in Excel and financial systems (e.g., SAP, Oracle, Adaptive Insights, Anaplan), • Excellent communication and presentation skills, • High attention to detail and ability to manage multiple priorities, • Strong business acumen and a proactive problem-solving mindset, • Ability to organize, prioritize and manage multiple tasks and requests, • Exceptional team player Preferred Skills:, • Experience working with BI tools (e.g., Tableau, Power BI), • Understanding of GAAP and financial statements, • Experience in a fast-paced, high-growth environment Working Conditions/Demands/Complexity:, • Required to work on a computer for a substantial part of the day, • Frequent work in the evenings and occasionally weekends, as needed to meet deadlines, • A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment Compensation / Benefits:, • Attractive annual compensation package is commensurate with experience, • Eligible for annual profit sharing bonus, • Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits. Powered by JazzHR N0xZZ1AuHd

Job Description Global real estate investment firm is seeking a highly analytical and detail-oriented Senior Financial Analyst at their offices in New York; Midtown. This role will play a critical part in driving strategic financial planning and analysis across the real estate portfolio. The ideal candidate will have a strong background in financial modeling, forecasting, and reporting, with experience in the real estate sector. Responsibilities: * Analyze property-level and portfolio-wide financial performance, including revenue trends, operating expenses, and capital expenditures to identify opportunities for cost savings and value creation. * Prepare and present monthly and quarterly financial reports for senior management, including dashboards and key performance indicators (KPIs). * Support the month-end close by reviewing property financials, investigating variances, and ensuring accurate and timely reporting of the income statement, balance sheet, and cash flow statement. * Lead the preparation of annual budgets, reforecasts, and variance analyses, ensuring alignment with corporate objectives and market dynamics. * Manage daily cash flow monitoring and short-term liquidity planning to support property operations and capital projects. * Develop and update cash flow projections for existing assets and development projects, identifying potential shortfalls and proposing mitigation strategies. * Evaluate potential acquisitions, dispositions, and development opportunities by preparing detailed financial models, IRR/ROI analysis, and scenario planning. * Partner with internal teams (Asset Management, Property Management, Development) and external stakeholders (banks, auditors, consultants) to support financial reporting and strategic initiatives. * Continuously enhance internal controls, reporting processes, and financial systems to improve efficiency and data integrity. * Support ad hoc financial analysis and strategic projects as required by executive leadership. Qualifications: * Bachelor's degree in Finance, Accounting, Economics, or related field; CPA, CFA, or MBA preferred. * 5+ years of financial analysis experience, ideally within real estate, property management, or REITs. * Proven expertise in budgeting, forecasting, variance analysis, and financial modeling. * Proficiency in financial systems such as Yardi, MRI, Argus, QuickBooks, or similar real estate platforms. * Advanced Excel skills; experience with data visualization tools (e.g., Tableau, Power BI) is a plus. * Excellent communication skills, with the ability to translate complex financial data into actionable insights for non-financial stakeholders. * Strong organizational skills and the ability to work independently in a fast-paced, dynamic environment.

Job DescriptionAmerican Friends of The Hebrew University (AFHU) is a national, not-for-profit organization that provides programs, events, and fundraising activities in support of the Hebrew University of Jerusalem, Israel’s foremost center of higher education and research. Since its inception, Hebrew University’s scientists, scholars, and researchers have been committed to solving the most pressing global challenges of our time. Position objective: In this role, you will provide collaborative support for various accounting and operations initiatives, take ownership of assigned projects, and offer administrative support to the CFO/COO and the Accounting and Operations team. You will actively contribute to the development and implementation of processes that enhance organizational efficiency and align with AFHU’s mission to support the Hebrew University of Jerusalem, while delivering excellent service to both internal and external stakeholders. Position Reports to: CFO/COO Schedule: Full-time, Monday through Friday. The Accounting and Operations team is in the office on Tuesdays and Thursdays, with occasional additional in-office days as needed to accommodate team requirements and scheduled meetings. Responsibilities include but are not limited to: • Provide direct administrative support to the CFO/COO, including calendar management, expense reports, organizing travel, and formatting presentations for internal and external stakeholders., • Manage the accounting calendar, schedule meetings, and coordinate with lawyers, CPA firm, and external vendors/agencies, • Process invoices (Stampli) and expense reports (Concur), including collaboration with various teams across the organization, • Collaborate with the CFO/COO and Controller to prepare monthly schedules and reports for the Executive and Investment Committees, • Work with the CFO/COO to produce reports and presentations for Board of Directors, Budget & Finance Committee, and Annual Audit Committee meetings, • Prepare and process all outgoing wire/ACH payments, stock donation receipts, and capital calls, • Assist with annual audits, budget analysis, and statutory filings, • Manage annual charitable solicitation registrations, state tax-exempt renewals, and related filings, • Administer DocuSign for Accounting and Operations Department, • Maintain all digital records for the Accounting and Finance team, • Complete annual census surveys and annual reports in collaboration with the Controller, • Support the Controller with internal audits of revenue, expenses, and balance sheet accounts, • Assist with other special projectsSkills/Qualifications required:, • Two (2) years administrative/accounting experience, • A can-do attitude paired with a willingness to learn and a strong desire to be a team player, • Must be adaptable, able to handle multiple priorities, and open to evolving job responsibilities, • Strong written and verbal communication skills, • Highly organized with a meticulous attention to detail, • Proficient in Microsoft Office Suite, • Previous experience with the following applications is a plus:, • Familiarity with Blackbaud’s Raisers Edge NXT or similar CRM systems, • Abila MIP, • Concur, • Stampli EEO We are an equal opportunity employer. Please apply for the position using the following link: Powered by JazzHR wtZkUK2GsN

Job Description Vice President for Financial Affairs/Chief Fiscal Officer The VP for Financial Affairs/Chief Fiscal Officer is responsible for the overall financial management and budgetary oversight for the University. Provides leadership and vision for the management of the University fiscal and administrative operations, including Controller, Accounting, Student Financial Services, Facilities, Purchasing, Security, and IT, as well as campus expansion and capital programs. Qualifications: Master’s Degree in finance, business, accounting or related discipline, CPA desired. Functional knowledge of integrated financial software solutions and management information systems; demonstrated capacity to successfully manage change; ability to think strategically; knowledge of local, state, and federal laws and regulations; knowledge of Title IV regulations and best practices as it relates to student financial aid packaging. Experience with tax-exempt financing, risk management, federal grant compliance and contract management desired. Has 7-10 years of progressive responsibility as a financial and administrative leader, preferably in higher education. Responsibilities: • Serves as a member of President’s Cabinet., • Develops, manages and monitors the operating and capital budgets of the University., • Directly supervises the offices of Controller, Accounting, Facilities, Security, Purchasing, and Information Technology., • Works closely with various constituencies within and outside the University to improve all business and financial operations., • Safeguards the assets of the University by ensuring proper internal controls are in place and regularly monitored., • Generates plans for revenue enhancement and assists in resource development., • Manages Student Financial Services department. Develops packaging strategy and works closely with Admissions management to ensure best possible support to achieving enrollment goals at the best possible return on investment (ROI)., • Assesses financial needs and develops short- and long-range financial plans and projections., • Provides and analyzes fiscal and administrative management information for review by the President and Board of Directors to assist in formulating fiscal policies and direction., • Oversees the preparation for all audits of the University as they relate to the direct reports of this position., • Secures financing as needed for campus development plans and capital improvements. Prepares plans for acquisition and allocation of resources., • Coordinates the monthly reconciliation of all major income and expense accounts of the University., • Monitors monthly expenditures versus annual budget projections., • Serves as lead member of the Budget Committee and prepares the annual University-wide budget., • Serves as the University’s liaison with the Fiscal Affairs, Investment Sub-Committee, Buildings and Grounds & Audit Committees of the Board of Trustees. Dominican University New York is an Equal Opportunity/Affirmative Action employer committed to excellence through equity and inclusion, and, in this spirit, particularly welcomes applications from members of historically underrepresented groups. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, status as a protected veteran, status as a qualified individual with a disability, or other protected category in accordance with applicable law. AA/EOE Salary Range: $165,000 - $175,000 (Will adjust depending on experience)

Job Description Hi, we're Brigit! A holistic financial health company helping everyday Americans build a brighter financial future. With a business model that is aligned with our customers, we create transparent, fair, and simple financial products that put money back in the hands of our members, help them spend wisely, avoid unfair fees and build their credit quickly. If autonomy, ownership, and having meaningful input at the company you work for is important to you, come join our growing team! Brigit is doing innovative and exciting work, but don’t just take our word for it, our work is being recognized by others: * Built In's 2025 Best Places to Work For In New York City * Built In’s 2024 & 2025 Best Startups to Work For In the U.S. * Built In’s 2023 - 2025 Best Startups to Work For In New York City * Fast Company’s Most Innovative Companies of 2022 * Business Insider’s Most Promising Consumer Startups 2022 * Forbes Fintech 50 2022 Role overview Brigit is looking for an experienced Senior Financial Analyst to support our next phase of growth by driving core FP&A functions, including strategic modeling, budgeting, and performance analysis. This role is perfect for a hands-on finance professional who enjoys building in a fast-paced environment at a mission-driven fintech company. You’ll collaborate with leaders across the organization to develop forecasts, analyze performance, and deliver insights that drive strategic decision-making. This role requires a strong analytical mindset, a passion for process improvement, and a willingness to dive deep into data to uncover key business trends. What you’ll be doing * Strategic Finance & Scenario Planning: Build models to evaluate new initiatives, investment opportunities, and business scenarios. Present recommendations that inform long-term planning and resource allocation. * Forecasting & Budgeting: Maintain and enhance Brigit’s 3-statement financial model and unit economic models. Partner with functional leads to develop forecasts and budgets that align with strategic goals. * Financial Reporting & Insights: Support monthly, quarterly, and annual reporting for Brigit and Upbound (our parent company). Deliver clear, actionable insights to executive leadership through financial and unit economics analysis. * Cash Flow & Capital Efficiency: Monitor cash flow and working capital requirements. Collaborate with the Upbound finance team to deploy capital effectively to support sustainable growth. * Cross-Functional Partnership: Act as a trusted finance partner to teams across the company – translating financial data into strategic decisions. Help others understand the financial impact of their team’s work. * Process Development: Design and implement scalable finance processes to support growth. Find ways to automate and leverage AI/LLMs to drive operational efficiencies. What you have * Experience: 3-6 years in FP&A or strategic finance at a high-growth consumer-focused company. Background in investment banking or consulting is a plus. Fintech, lending, or subscription company experience is highly valued. * Education: Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field. CPA or CFA certifications are a bonus. * Financial Expertise: Strong understanding of FP&A, budgeting, forecasting, and GAAP. Experience with customer unit economics (LTV:CAC, retention, ARPU). * Tools & Tech: Proficiency in Excel and PowerPoint. Experience with ERP systems and BI tools. Familiarity with SQL and/or Oracle Smart View is a plus. * Communication Skills: Comfortable working cross functionally. Ability to translate and simplify complex financial information for senior leadership and diverse audiences. Demonstrated ability to manage competing priorities in a fast-paced and dynamic environment. Location This is a full-time role which will operate out of Brigit’s New York office, with the option to work remotely 1-2x per week, based on business needs. Compensation The anticipated annual base salary for this position is $120,000 - $155,000. This range does not include any other compensation components or other benefits for which an individual may be eligible (other benefits listed below). The actual base salary offered depends on a variety of factors, which may include as applicable, the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job. Our Benefits and Team * Medical, dental, and vision insurance * Flexible PTO Policy * 401k plan * Paid Parental Leave * Physical and mental wellbeing benefits including Wellhub for access to virtual workouts and discounted gym memberships, and Headspace Care for covered virtual therapy sessions and unlimited on demand health support * Monthly reimbursements to use against wifi and cell phone bills * Annual reimbursement for Learning & Development * Help hard working Americans build a brighter financial future * High-growth company * A dynamic, flexible and collaborative start-up work environment with a highly talented team Brigit is committed to providing equal employment opportunities for all applicants and employees without regard to race, religion, color, sex, pregnancy (including breast feeding and related medical conditions), national origin, citizenship status, uniform service member status, age, genetic information, disability, or any other protected status in accordance with all applicable federal, state and local laws. We are proud to be an equal opportunity workplace. If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please email .

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: Core Responsibilities: • Oversee and ensure the team knows complex concepts in the preparation of valuations of all types including equity valuations, purchase-price allocations, goodwill impairment analyses, and valuation in compliance with ASC 718, ASC 805, ASC 350, ASC 360, and ASC 820., • Oversee the preparation of purchase price allocations, goodwill impairment measurement, international restructurings, solvency opinions, and fairness opinions., • Ensure the team can analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models., • Oversee and coach Seniors to ensure knowledge sharing with the staff and seniors to develop more in-depth knowledge of Valuation concepts., • Understanding of advanced purchase consideration analysis and interrelation with the model. Advanced understanding of the identification and methodology selection for intangible asset valuation., • Understanding of how to value and build the models for any intangible asset acquired., • Understanding and ability to build intermediate OPM waterfalls and PWERMs., • Advanced understanding and ability to identify key value drivers for investment value and advanced financial modeling. Advanced understanding of how taxes, deal structure, etc. impact value, and methodology., • Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc., • Leadership responsibilities include building in-person connections with the team, peers, and senior leaders in the Firm., • Participate in the performance process to provide feedback to team members. Identifying additional training or parts of engagements that are beneficial for team members' education. Reaching out to Human Resources when potential issues arise., • Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level., • Oversee a managed book of $1,700,000 in revenue., • Support Firm initiatives and development opportunities., • Strong working knowledge of Valuation Concepts., • Being a strong champion for and thrives in an environment of changing priorities., • Interpersonal skills to interact in a team environment and foster client relationships., • Above average written and verbal communication skills., • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition., • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert., • Bachelor's degree in Accounting or equivalent required., • Professional Designation (CFA, ASA or ABV) required., • Prolonged periods sitting at a desk and working on a computer., • Must be able to lift items up to 30 pounds at times., • Must be able to travel up to 25%. This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job Description Since 2000, BBR Partners has been providing bespoke investment and wealth management advice to high-net-worth individuals and private families. Guided by our core values of Empathy, Integrity and Rigor, the firm has organically grown to now manage over $35 billion in assets. Through our recruitment, learning & talent development, and employee-centric programming, the work environment is inclusive, collaborative, and endlessly curious. Our greatest asset is our people and the notable culture that we've built. Join us on our journey! We are currently seeking a detail-oriented and highly analytical individual to join our team as a Senior Accounting Manager within the Business Services department, reporting to the Controller. Responsible for administering the company's accounting operations and ensuring compliance with financial regulations, the position requires strong technical accounting skills, and the ability to work closely with senior leadership and various stakeholders. Your Responsibilities: • Assist Controller with day-to-day accounting activities, including general ledger, accounts payable, accounts receivable, and fixed asset management. Ensure accurate and timely financial transactions and reconciliations. Ensure proper documentation and reconciliation of cash movements., • Prepare monthly, quarterly, and annual financial statements in accordance with GAAP. Ensure timely and accurate closing of accounting periods, including month-end, quarter-end, and year-end closings. Assist the Controller in preparing financial reports and analyses for various internal and external stakeholders., • Develop and support internal controls to safeguard assets and ensure the integrity of financial data ensuring compliance with accounting standards (GAAP, tax regulations, and other legal requirements)., • Collaborate with Controller to ensure audit readiness through accurate documentation and resolving discrepancies., • Assist Controller with the oversight, preparation and filing of all federal, state, and local tax returns., • Work closely with the Controller and CFO to support the budgeting and forecasting processes., • Offer insight into the maintenance and improvement of accounting systems, ensuring accuracy and efficiency. Embrace the adoption of automation and technology solutions to improve accounting processes., • Collaborate with the finance team on long-term financial planning, capital investments, and other key business initiatives., • Bachelor's degree in accounting, finance, or a related field., • Certified Public Accountant (CPA) required., • 3-7 years of progressive experience in accounting., • Management company accounting experience preferred., • Deep knowledge of accounting principles and experience with month-end and year-end closing processes, internal controls, audits and compliance., • Strong background in financial reporting and general ledger oversight., • Experience with tax preparation, planning and compliance is a plus., • Proficiency in MS Office, including the ability to manipulate and organize data and operate within computerized accounting and spreadsheet programs., • Knowledge of relevant accounting software preferred (such as NetSuite and Concur)., • PowerBI, Alteryx, or other business intelligence tools a plus., • Experience with and interest in automation and process improvement, • Ability to work in a fast-paced, high growth environment., • Strong attention to detail with the ability to ensure accuracy in financial reporting and compliance., • Excellent written and verbal communication skills and a high level of executive presence., • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteerism opportunities and matching gift program., • Flexible time off, paid parental leave, and Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $125,000 and $160,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job DescriptionDescription: Summary We are seeking a highly analytical and detail-oriented Capital Markets Analyst to join our New York team. This position will support the company’s financing strategies, develop complex financial models, and contribute to capital structuring decisions in alignment with our renewable energy initiatives. The ideal candidate will work collaboratively across teams, including corporate finance, project development, and external stakeholders. Requirements: Key Job Responsibilities Market Analysis and Research: • Monitor capital markets trends, macroeconomic indicators, interest rate movements, and regulatory updates impacting renewable energy financing., • Provide research and recommendations on investment opportunities, competitive financing benchmarks, and risk mitigation strategies., • Build, maintain, and enhance detailed project- and portfolio-level financial models to support capital structuring decisions., • Conduct valuation analyses for project equity, debt sizing, and tax equity structuring., • Perform scenario and sensitivity analyses to evaluate the impact of different market and financing assumptions., • Assist in the execution of debt, equity, and tax equity transactions for utility-scale renewable energy projects., • Draft and prepare investor presentation materials, offering memoranda, and financial summaries., • Support due diligence processes by coordinating data requests, analyzing financial information, and ensuring accurate documentation., • Partner with corporate finance, accounting, and project development teams to align financing strategies with project and corporate objectives., • Provide analytical support for strategic initiatives, including M&A opportunities and portfolio optimization., • Bachelor’s degree in finance, Economics, or a related field. CFA is a plus., • 1–2 years of experience in investment banking, private equity, project finance, or corporate finance with a focus on capital markets., • Strong understanding of financing instruments, including corporate debt, project finance, tax equity, and structured equity., • Advanced financial modeling and valuation expertise (Excel proficiency required; VBA and/or Python a plus)., • Familiarity with renewable energy or infrastructure sectors strongly preferred., • Excellent analytical, problem-solving, and quantitative skills with high attention to detail. The Analyst, Capital Markets may be required to endure the following physical activities, environmental conditions, and physical demands: • Remain in a stationary position, often standing or sitting for prolonged periods,, • Moving about to accomplish tasks or moving from one worksite to another,, • Adjusting or moving objects up to 20 pounds in all directions,, • Repeating motions that may include the wrists, hands and/or fingers, and, • Assessing the accuracy, neatness and thoroughness of the work assigned.

Job Description FP&A MANAGER - Consultant, Six-Month Maternity Leave Coverage NYC Private Credit - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated FP&A Accountant at a prominent NYC Private Credit - Investment Manager to cover a six-month maternity leave coverage. An exciting opportunity to report directly to the CFO of this fast-growing and dynamic investment organization that is experiencing exceptional growth! The FP&A Manager will play a crucial role in supporting the ?nancial planning, budgeting, and forecasting processes. This individual will work closely with the Finance team and other business units to provide key ?nancial insights, support decision-making, and ensure the ?nancial health of the company during the coverage period. There will be a one-month overlap period followed by ?ve months of individual responsibility for the job. This position requires an ability to work independently in a fast-paced, dynamic environment where attention to detail, analytical skills and strong communication skills are essential. This individual will be a significant contributor in enabling their vision and helping the organization to grow and improve their businesses. To be successful in this role you must be highly detail oriented and organized, able to meet assigned deadlines and have first class communication and interpersonal skills. Key Responsibilities: • Budgeting & Forecasting:, • Assist in the preparation of quarterly forecasts, and short-term liquidity management for the investment vehicles., • Maintain and update the management company budget and other stakeholder schedules., • Operational Support:, • Collaborate with various business units to gather inputs for budgeting and forecasting., • Work on investor deliverables including quarterly track record and other metrics., • Monitor business performance from various revenue streams., • Ad-Hoc Analysis & Projects:, • Support special projects and ad-hoc analysis as required by the CIO and CFO., • Education: Bachelor's degree in Finance, Accounting, Economics, or related ?eld., • Experience: 5+ years of experience in FP&A, Corporate Finance, or Accounting., • Technical Skills: Pro?ciency in ?nancial modeling, and advanced Excel skills., • Analytical Skills: Strong analytical and problem-solving skills with a keen eye for detail., • Communication Skills: Excellent written and verbal communication skills., • Team Collaboration: Ability to work collaboratively with cross-functional teams., • Adaptability: Comfortable working in a fast-paced environment and managing multiple priorities. Education: • Strong academic record and a bachelor's or higher degree in Accounting, Finance, or related field Preferred Quali?cations: • CPA or CFA certi?cation is a plus., • Experience in Private Equity and Management Company operations. An individual who loves solving deep and complex financial problems and wants to have an outsized impact with the products and solutions they deliver. An individual with a passion for FP&A accounting, a high level of intellectual curiosity, a commitment to excellence and an unparalleled drive to deliver world-class services. If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at or directly contact us at (212) 792-0099 About the Client: The firm is a New York-based, private credit fund manager that provides collateralized loans to small and mid-sized, non-sponsored businesses. They currently have $3.1B+ AUM. The firm's investment funds deliver senior-secured, short-term funding to companies that have quality operations, assets, and strong profit opportunity, but lack efficient access to capital. Companies choose this organization rather than utilizing more traditional capital alternatives because they have a reputation for being responsive, decisive and are able to deliver on their commitments. They originate collateralized loans of $10 million to $30 million and offer an equity alternative for management teams with high conviction, which allows them to avoid equity dilution, and the long equity raise process, while executing immediate business and growth goals. The firm operates like a private equity firm, offering a wide array of resources to their portfolio companies - above and beyond traditional lenders – and underwriting more efficiently and rapidly. They have a highly experienced team of 27 professionals with deep investment and operating expertise. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of financial markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior partners in a highly collaborative and charged investment environment. Analytic and relentless in pursuit of Successful candidates are: • the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment, • Able to digest complexity while maintaining an understanding of the “big picture” of business needs, • Team players who are energized by a collaborative enterprise The firm's employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients

Job Description The Marlene Meyerson Jewish Community Center Manhattan (the JCC) creates opportunities for people to connect, grow, and learn within an ever-changing Jewish landscape. We serve as a model of what's possible in the ever-evolving and diverse Jewish community, incubating innovative programs that are shared nationally. We're dedicated to the well-being of everyone in our community. As people in our community seek out opportunities to grow physically, intellectually, and spiritually, we're dedicated to helping them reach their full potential. We strive to create an inclusive and accommodating environment for people of different backgrounds and abilities with opportunities for growth and connection. Reporting to the CFO/COO, the VP Finance will be a key member of the Finance team and will be responsible for overseeing all financial aspects of the Marlene Meyerson JCC Manhattan's operations. This includes managing accounting, financial reporting, budgeting, and compliance to ensure the organization's financial health and stability. The Controller will work closely with the CFO/COO, senior leadership, and other departments to support the JCC's mission while ensuring fiscal accountability and transparency. Essential Functions: Financial Reporting and Analysis • Oversee the preparation and accuracy of monthly, quarterly, and annual financial statements., • Provide financial analysis and insights to assist leadership in decision-making, budgeting, and strategic planning., • Prepare financial reports for board meetings, board committees, and other stakeholders., • Lead the annual budgeting process in collaboration with department heads and senior leadership., • Develop and maintain long-term financial forecasts to support strategic planning., • Oversee day-to-day accounting operations, including accounts payable/receivable, payroll, and general ledger management., • Ensure compliance with GAAP (Generally Accepted Accounting Principles) and all regulatory requirements., • Manage annual audit, including 990, • With the CFO/COO establish and maintain strong internal controls to safeguard the organization's assets., • Identify opportunities for efficiency improvements in accounting systems, processes, and policies., • Manage and oversee the preparation of cash flow projections to ensure liquidity and ongoing operations., • Lead and motivate a team of finance professionals, setting clear expectations and fostering collaboration, high performance, and professional growth., • Collaborate with other departments (Development, Programs, Operations) to align financial strategies with organizational goals., • Minimum 7 years of progressive experience in accounting or finance, preferably in a nonprofit or public sector environment., • Strong experience with nonprofit accounting principles (GAAP) and financial reporting., • Proven experience in budgeting, financial analysis, and managing audits., • Strong technical knowledge of accounting software (e.g., Sage Intacct, Daxko, or similar)., • Proficiency in Microsoft Excel and other office software., • Excellent communication skills with the ability to present financial information clearly to non-financial stakeholders., • Strong organizational skills and attention to detail., • High level of integrity and professionalism., • Strong problem-solving skills and a proactive approach to identifying issues and solutions., • Collaborative team player with a service-oriented mindset., • Warm and welcoming Finance team within our non-profit community center, • Access to all the JCC's cultural, learning, arts, and film programs, • Investment in professional development and leadership skills, • Free fitness membership for the pool and health club, • This position is 4 days in the office with 1 remote

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

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

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

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

Job Description About Us: Catalyst Labs is a recruitment agency specializing in tax across North America, the Caribbean, UK, Crown Dependencies, Europe, and select Asian jurisdictions. This is a general expression of interest for professionals operating at the intersection of tax and technologythose modernizing tax functions, driving automation, and enabling compliance and strategic tax insights through technology. By submitting your CV, you will be considered for upcoming roles with our clientsranging from Big 4 and top consulting firms to PE-backed scaleups, large corporates, investment firms, and tech-forward tax boutiques. We work directly with hiring partners who understand the value of digitally enabled tax leadershipand we take pride in facilitating conversations that align with your expertise, vision, and career goals. Who Can Apply: Professionals with a strong focus on Tax Technology, Tax Transformation, and Process Automation initiatives. Location: Anywhere in the USA, Caribbean, UK, Crown dependencies, Europe or South East Asia. Experience: Tax tech consultants and implementation leads to senior managers, transformation leads, and directors spearheading global tax innovation projects. General Responsibilities by Role: * Experience in tax transformation, tax process reengineering, or tax technology enablement within public accounting, corporate tax departments, or consulting firms. * Hands-on exposure to ERP, tax engines, and reporting platforms (e.g., SAP, Oracle, Vertex, ONESOURCE, Alteryx, Power BI, Anaplan, Tableau). * Strong understanding of indirect and direct tax compliance workflows, global reporting obligations, and data governance. * Proven success driving end-to-end tax automation initiativesfrom scoping and vendor selection to implementation and post-deployment support. * Experience with tax data architecture, integration, and master data strategies. * Exposure to Pillar Two, e-invoicing mandates, or other global regulatory digital transformations is a plus. * Ability to bridge the gap between tax technical teams and IT/stakeholderscomfortable working cross-functionally. * Background in Computer Science, MIS, or Engineering is helpful but not required. * CPA / EA / MST / LL.M. / CISA / PMP qualifications are highly valued depending on the role. * Experience managing teams, workstreams, and/or leading change management initiatives is a strong advantage. Why Work with us? * Take advantage of the strong relationships we have built with the Big 4, Top Tech firms and Industry clients. * Tap instantly into our global network for both access and insight. * Work with competent recruiters who are deeply embedded with clients. * We prioritize your confidentiality and privacy throughout the recruitment process. * No spamming. * Support on crafting the perfect resume for jobs we shortlist you for. * Bypass gatekeepers, work directly with hiring managers and decision makers. * Industry insights and assistance in salary negotiations. Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

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

Job Description THE COMPANY Standard Communities is a leading owner, investor, and developer of affordable and middle-income housing. As one of the largest owners of affordable housing in the U.S., we believe housing is a pathway to prosperity. We deliver high-quality, sustainable homes that foster community and offer residents the opportunity to build brighter futures. With over $5 billion in assets under management and a portfolio of more than 27,000 units across 190+ properties in 21 states + Washington, D.C., our team blends nationwide scale with local expertise. As a Certified B Corporation and California Benefit Corporation, we value high performance, social responsibility, and innovation. Headquartered in Los Angeles and New York, with offices across the country, we’re driven by a shared mission: to transform housing, empower residents, and strengthen communities. At Standard Communities, we don’t just build housing—we build opportunities. If you’re passionate about real estate, community impact, and professional growth, we’d love to hear from you. At Standard Communities, we value urgency in execution, precision in our work, and empathy in our interactions. These core principles guide us in how we build, collaborate, and grow together THE POSITION The Analyst is responsible for a wide range of tasks/responsibilities including but not limited to; downloading and summarizing offering memorandums and related deal offering materials, including rent rolls, rent comparables and historical income statements; third party coordination including summarizing, organizing and disseminating due diligence reports, responding to lender and investor due diligence requests and assisting with state, federal or other agency/lender submission packages; assisting with construction funding procedures What You Can Expect to Do Financial Analysis: Provide support for financial analysis and underwriting of potential acquisition and development opportunities utilizing Excel. Construction Funding Process: Track capital expenditures and life of construction projects as it pertains to lender and investor funding requirements. Use Excel and other platforms to maintain records and reconcile sources & uses information required by lenders and investors. Manage requests for documentation and coordinate with all parties involved in the funding process. Due Diligence Coordination / Transaction Execution: Assist in due diligence, coordination of 3rd party vendors, interfacing with lenders and government agencies, preparation of closing statements etc. Assist in managing deal trackers and due diligence platforms. What You Should Have • Strong Excel modeling and quantitative skills, • Excellent verbal and written communication, organizational, presentation and analytical skills, • Ability to take ownership and commitment to follow through, • Ability to effectively prioritize and handle multiple tasks under pressure, • Strong work ethic and attention to detail, • Desire to work in a fast-paced, entrepreneurial environment, • 1-3 years of relevant work experience in financial analysis – previous employment at a principal real estate, real estate development, real estate investment or commercial banking firm preferred, • Previous accounting experience a plus, • Bachelor’s Degree – Finance, Accounting, Economics or Real Estate Concentration is a plus, • High Proficiency in Microsoft Excel required What You Should Be • “Making the call’: Strong problem solving, investigating, and critical judgment skills for all proposed scopes of work, • Strong understanding of budgets and reviewing financial statements, • Must be a proactive, detail-oriented person with excellent analytical skills, • Independent, self-starter mentality, with exceptional communication and organizational skills, • Eager to work in a fast-paced entrepreneurial environment, • Ambitious, desire to grow, • Highly accountable: able to take ownership, meet deadlines, follow-through, • Highly motivated self-starter and independent worker, • Proven ability to excel in a fast-paced environment with multiple projects and deadlines., • Acknowledges and learns from mistakes and challenges, • Outstanding written and oral communications skills, • Able to work collaboratively in a small team environment; can “roll up his/her sleeves” and pitch in where necessary within the organization, • Ready to work in a fast-paced environment and be part of an amazing team doing valuable work At this time, Standard Communities will not sponsor a new applicant for employment authorization for this position. Standard Communities is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit, and business need.

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

Job Description Above the Role InvestCloud is looking for an intelligent, practical individual with experience in delivering financial technology. This role affords 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, solid knowledge in SDLC, 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 Systems Analyst do? We’re looking for a highly collaborative, detail-obsessed Business Systems Analyst (BSA) who thrives at the intersection of finance, data, and agile engineering. In this role, you’ll help shape and deliver digital solutions for the US wealth management industry, working side-by-side with engineers to turn complex requirements into clear, testable, and executable features. If you're energized by solving problems, love diving deep into investment data, and believe great software is built through shared understanding and shared ownership—read on. What You’ll Do • Be the team’s clarity engine. Collaborate and help teams translate financial and business complexity into crisp, well-scoped user stories, test scenarios, and solution diagrams., • Partner. Collaborate deeply with engineers, QA, product managers, and client SMEs—bringing a shared commitment to build the right thing the right way., • Deliver executable requirements. Use real-world examples, data samples, and BDD-style acceptance criteria to ensure requirements are ready to go—not open to interpretation., • Model systems with context. Create data flows, entity models, and transformation logic that reflect the unique nuances of wealth management workflows—from custodial feeds to performance reporting., • Support delivery excellence. Participate in sprint ceremonies with an agile mindset: iterating quickly, validating frequently, and improving continuously., • Test what matters. Work with product and engineering to create test cases that reflect real-world usage, especially in our case where accuracy and compliance are key., • 5+ years in a Business Analyst or Business Systems Analyst role, ideally, in a financial technology or wealth management environment, • Familiarity with the US investment advisory ecosystem—RIAs, custodians, portfolio accounting systems, performance, and/or client reporting, • Strong fluency in agile delivery practices, with a love for collaboration over handoffs, • Comfort working directly with engineers, QA, and product managers to refine stories, integrations, APIs and data models, • Experience with data mapping, SQL, and working with large financial datasets (e.g., transactions, positions, holdings, valuations), • An instinct for system thinking—you zoom out after zooming in, • Experience writing acceptance criteria using BDD-style formats (e.g., Gherkin), or willingness to learn, • Experience with portfolio accounting systems (e.g., Advent APX, Tamarac, Orion, Black Diamond), • Understanding of data integration from custodians (e.g., Schwab, Fidelity, Pershing), • You love working collaboratively with engineers and take pride in crafting stories that spark ideas—not confusion., • You believe excellence comes from shared understanding—and are relentless in making sure no one’s guessing., • You value evidence over opinion, clarity over complexity, and working software over process for its own sake. 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 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 Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-BH1

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

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

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

Job Description The Associate-Real Estate Credit will be primarily responsible for underwriting and analyzing investment opportunities as well as performing property and market due diligence. The Associate will play an active role in closing and asset management of the firm's real estate investments. We are seeking someone who understands the importance of the technical skills relative to underwriting and asset analysis but will also eventually be able to take a front seat in sourcing new deals and building/maintaining relationships within the real estate industry across various markets. Responsibilities: • Support the private real estate credit team in underwriting and executing new investments for a wide range of commercial real estate transactions. Investments include senior bridge loans, mezzanine loans, and preferred equity backed by all property types throughout the US., • Create detailed and complex financial underwriting models for financing real estate investments., • Perform asset-level and market-level due diligence., • Develop thorough understanding of a deal’s capital structure and business plan and key risks to performance through discussions with sponsors, market participants and investment professionals., • Understand physical characteristics of properties, and the related competitive advantages and disadvantages., • Understand and critically evaluate the existing and potential operating characteristics of a project (Revenue, expenses, capital expenditures, tenant credit, leases)., • Identify a project’s demand drivers; gather market information through independent field work and direct contact with brokers, appraisers, and developers. Synthesize information and draw a conclusion on future market rent, absorption, vacancy, and liquidity in the investment market., • Prepare term sheets and letters of intent, • Communicate conclusions into a comprehensive investment memorandum to be presented to senior management for consideration and approval. Participate in Investment Committee discussions., • Participate in and provide support for the ongoing asset management of each investment, including major deal level decisions as well as evaluate overall portfolio risks and opportunities, • Bachelor’s degree in Business, Finance, or Accounting, • 2-5years of experience in real estate finance, real estate investment banking, or real estate private equity., • Strong analytical and quantitative skills, • Experience creating financial models. High level of expertise in Excel; ARGUS and Power Point proficiency helpful but not required., • Ability to learn new IT applications related to relationship and portfolio management, • Willingness and ability to travel, • Highly motivated, adaptable, and open to a growing role, • Excellent verbal and written communication skills, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Free Food & Snacks, • Wellness Resources

Job DescriptionOur Company Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role: We are hiring a high-performing Director of Strategic Business Development to drive business across enterprise and strategic accounts. We’re a product-first company with significant commercial traction and continually reinvest in our product. As an Arch Director of Strategic Business Development, you will play a pivotal role in meeting, understanding, and serving core accounts to accelerate our market presence and revenue growth. At Arch you will: * Build relationships with the people inside banks, institutions, investment advisors, and other firms who allocate capital and would greatly benefit from the Arch platform. * Manage end-to-end client acquisition process - including lead generation, qualification, product demonstration, and conversion * Collaborate cross-functionally with Partnerships, Product, Operations, and the Executive Leadership team to acquire and attract new clients * Learn from every interaction, bringing market insights to Arch Engineering and Operations to improve the core product continually. Reach out to us if you: * Have 5-7 years of experience in Business Development within a SaaS technology company, preferably in a growth stage startup. * Seek massive opportunities, jump on them, and take initiative. * High energy, love talking to people, and want to work on complex customer problems. * Are obsessed with personal growth and feedback – you improve every day and will be given the tools to do so. * Will put in the work to understand each client’s needs and help them make the most informed decision of what’s in their best interest. When clients are properly informed, they choose Arch. * Take a long-term perspective and uphold Arch's brand and relationships with potential partners above all else. There are two degrees of separation between most potential clients. * Want to hustle alongside an ambitious team to have an impact. You’re energized by deep understanding of your customer’s problems, helping them, and will not stop until you solve them. * Excited by working late and where you get to solve meaningful problems. * Have a consultative and problem-solving mindset (we are not a super salesy organization). Bonus points if you: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field. * Possess deep understanding of Alternative Investments industry trends, products, and services. * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s. A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $200K - $320K

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

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

Job DescriptionOur Company Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role: We are hiring a high-performing Sales Director to drive new customer acquisition across enterprise and strategic accounts. We’re a product-first company with significant commercial traction and continually reinvest in our product. As an Arch Sales Director, you will play a pivotal role in meeting, understanding, and serving core accounts to accelerate our market presence and revenue growth. At Arch you will: * Build relationships with the people inside banks, institutions, investment advisors, accounting firms, and other financial firms who allocate capital and would greatly benefit from the Arch platform * Manage end-to-end client acquisition process - including lead generation, qualification, product demonstration, and conversion * Collaborate cross-functionally with Partnerships, Product, Operations, and the Executive Leadership team to acquire and attract new clients * Learn from every interaction, bringing market insights to Arch Engineering and Operations to improve the core product continually. Reach out to us if you: * Have 3-6 years of experience in Sales within a SaaS technology company, preferably in a growth stage startup. * Experience closing deals with F1000 clients and Large Enterprise orgs. * Have consistent quota attainment or a track record of success. * Seek massive opportunities, jump on them, and take initiative. * High energy, love talking to people, and want to work on complex customer problems. * Are obsessed with personal growth and feedback – you improve every day and will be given the tools to do so. * Will put in the work to understand each client’s needs and help them make the most informed decision of what’s in their best interest. When clients are properly informed, they choose Arch. * Take a long-term perspective and uphold Arch's brand and relationships with potential partners above all else. There are two degrees of separation between most potential clients. * Want to hustle alongside an ambitious team to have an impact. You’re energized by deep understanding of your customer’s problems, helping them, and will not stop until you solve them. * Excited by working late and where you get to solve meaningful problems. * Have a consultative and problem-solving mindset (we are not a super salesy organization). Bonus points if you: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field. * Possess deep understanding of Alternative Investments industry trends, products, and services. * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s. A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $150K - $230K

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. Reporting within the "Insights Pod" of the Revenue Intelligence function, this Sr. Analyst will lead much of the key reporting focused on the Revenue Org's performance. They will also work with the rest of the RevOps team and its key stakeholders (e.g. Revenue Leadership, Finance) to set goals, identify patterns of over/under performance, and make recommendations for improvement. This is a full time position on our team reporting to the Senior Manager, Sales Operations. What you'll be doing: • Manage our recurring Rev Org reports (Board Decks, Weekly / Monthly / Quarterly Business Reviews, etc), • Build analytical models to set future goals based on historical revenue team performance that are flexible based on different scenarios / inputs (bookings, pipe gen, pipeline coverage, etc), • Partner with Business Intelligence team to increase reporting efficiency and ensure alignment across key reporting systems, • Proactively assess trends & gaps in our data and synthesize actionable recommendations to our revenue leadership & data management teams respectively, • 99% on-time corporate reporting (WBR, MBR, KBR, BOD), • Associate's or Bachelor's degree (ideally in business, finance, math, or quantitative analysis), • 3+ years of experience in an operations and/or analyst role (Consulting, FP&A, RevOps, BizOps), • Expertise in Google Sheets (preferred) or Excel, including building complex and flexible analytical models, • Familiarity with GTM metrics such as Pipeline Coverage, Bookings, Retention, Sales Cycle, and Quota Attainment, • Ability to ask the right questions to uncover the "ultimate why" behind analytical exercises and to push back when necessary, • Ability to construct analytical models from scratch, even when given only a high-level brief, • Strong judgment in making thoughtful, quick assumptions when data is incomplete or unavailable, • Skill in identifying data inconsistencies and proactively investigating root causes, • Ability to concisely summarize findings from complex data in formats tailored to the audience, • Experience working with Salesforce CRM (particularly reports and dashboards), • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description This role demands a high level of precision, independent problem-solving, and critical thinking, with minimal delegation and a strong focus on quality and accuracy. The position supports the compliance team in developing, implementing, and testing regulatory programs for clients in the investment sector, including private equity, hedge funds, and venture capital. It also involves providing support for regulatory exams and outsourced Chief Compliance Officer (CCO) functions, with work schedules driven by client needs and deadlines. What you’ll do • You'll advise clients on compliance with U.S. securities laws including the Securities Act, Exchange Act, and Advisers Act, and review marketing materials to ensure regulatory alignment., • You'll assist with regulatory examinations conducted by the SEC, NFA, and state securities boards, and support clients with required U.S. regulatory filings., • You'll help manage core compliance functions such as personal trading oversight, email reviews, trade monitoring, and maintaining restricted lists., • You'll design and monitor testing systems to evaluate the effectiveness of compliance controls, draft regulatory policies, and deliver training on relevant regulations., • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance, • Employees receive generous paid time off, including 20 days of PTO and 7 sick days annually, with PTO increasing over time. The company also observes 10 paid holidays each year, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility), • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans, • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment, • The salary for this position will be dependent on experience and location ($60,000-$70,000)Qualifications, • You hold a Bachelor's degree and bring a foundational understanding of compliance principles, ready to grow within a fast-paced regulatory environment., • You possess working knowledge of key regulations, including the Investment Advisers Act of 1940, Investment Company Act of 1940, and FINRA or NFA/CFTC rules., • You are proficient in MS Office tools, especially Excel and Word, and excel at building strong relationships with clients and colleagues., • You demonstrate dependability, flexibility, and responsiveness, adapting quickly to shifting client needs and priorities., • You bring strong organizational, analytical, and communication skills, with the ability to multitask, work independently, and make sound decisions. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

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

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

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

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

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

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