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Staff Accountant – UHNW Family Office – Hybrid (2 days remote) – Strong Work Life Balance An established Ultra-High-Net-Worth Family Office in Midtown is seeking a Staff Accountant to join its collaborative accounting team. This role offers broad exposure to family office bookkeeping, cash management, investment activity, and multi-entity accounting within a stable and highly professional environment. This newly created role is due to the firm's continued growth. The Staff Accountant will be responsible for maintaining accurate financial records, processing transactions, reconciling accounts, and supporting monthly financial reporting. This is an excellent opportunity for an early career accounting professional who has exposure to either real estate or high net worth accounting and enjoys variety, takes ownership, and is comfortable working in a confidential UHNW environment. We’ve placed nearly this entire team, and they have incredible stability, virtually zero turnover, and a strong work life balance. Candidates with public accounting experience are highly encouraged to apply if they have an applicable client base – this would be a true quality of life move from the long hours and crazy busy season in public! Responsibilities • Maintain the day-to-day accounting records for the family office and its related entities, • Prepare recurring entries and ensure financial activity is reflected accurately within the general ledger, • Review account activity, research discrepancies, and make necessary adjustments, • Handle the accounting and documentation associated with checks, wire transfers, deposits, and other cash movements, • Complete monthly reconciliations for bank and related financial accounts, • Review transaction support and assign expenses and other activity to the appropriate accounts, • Organize and update records associated with partnership investments and K-1 reporting, • Participate in the monthly reporting cycle, including close support, account schedules, and financial statement preparation, • Maintain complete and easily accessible electronic files for financial documents and supporting materials, • Assist with customized reports, account research, and special projects as requested, • Communicate with internal team members and other stakeholders to address accounting questions and information requests in a timely manner Requirements • 1-4 years of relevant bookkeeping, accounting, or family office support experience, • Bachelor’s degree in Accounting required, • Prior experience working with HNW / UHNW individuals, a family office, real estate firm, or CPA firm with real estate or HNW clients required, • Sound understanding of general ledger accounting, journal entries, reconciliations, and financial documentation, • Experience with investment activity, partnership accounting, trusts, real estate, or multiple related entities is beneficial, • Familiarity with Yardi Voyager is strongly preferred, • Experience with Microsoft Excel and Word, • Highly organized and detail-oriented, with the ability to manage multiple priorities in a dynamic environment, • Resourceful, proactive, and hands-on, with a willingness to pitch in wherever needed, • Strong judgment, discretion, professionalism, and integrity when handling confidential family office matters Salary: $80k–$85k base, plus bonus and strong benefits. The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: bsedita@adviceny.com. If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel Celebrating 40 years as New York’s trusted boutique executive recruiting & staffing firm

A stellar opportunity for a strong public or private accountant just opened up in Syracuse! The opportunity to work with top private equity funds and partner closely with CFOs, IR and Investment Professionals is available. This will focus primarily on thefund accounting for PE funds, and have the opportunity for high visibility with CFOs, IR teams and LPs. This is a fantastic opportunity for an early career fund accountant looking to work at a world-class organization with incredible growth opportunity. Responsibilities: • Create the financial and management reports, • Manage fee calculations and weekly/monthly /quarterlyreporting, • Handle management fee, waterfalls, and carried interest calculations, • Work closely with investor relations teams to handle reporting for various LP requests, • Collaborate with tax team on year end tax-return information and tax projections throughout the year, • Review and manage expense budgets and projects related to expense projections and deal allocations, • Assist with mentorship of junior employees, • Collaborate with external audit and tax teams, • Ad hoc projects Requirements: • 2-4 years of experience in public accounting, private accounting, or public/private mix, • Bachelors degree in accounting and/or finance, • Strong Excel skills, • CPA preferred

Senior Property Accountant | Real Estate Investment Firm | Remote Fridays! A well-established and rapidly growing boutique real estate investment firm in Midtown Manhattan is seeking a Senior Property Accountant to join its collaborative accounting team. This role is ideal for someone with experience managing the full-cycle accounting for a portfolio of both residential and commercial properties who is looking to make a meaningful impact within a dynamic organization. The firm is in an exciting growth phase, offering strong long-term career advancement, a supportive and team-oriented culture, and excellent work-life balance, including remote Friday’s! RESPONSIBILITIES • Reconcile accounts and perform monthly, quarterly and annual closing activities for assigned properties, • Prepare financial reports as required for regulatory and/or management reporting purposes, • Prepare funding requests and provide financial information to lending institutions, • Support financial statement audits and tenant audits, • Review vendor invoices to ensure proper coding, • Facilitate payment of vendor invoices, • Assist in monthly tenant billing process, • Review and input development budgets into Yardi, • Review and approve contracts and change orders entered into Yardi, • Review development costs against project commitments, • Track, analyze and report project costs, • Reconcile project costs to budget and facilitate variance analysis, • Reconcile between general ledger and job cost systems EXPERIENCE REQUIRED • Bachelor’s Degree, preferably in Accounting, Finance or related field, • 4+ years of related experience required, • Real Estate industry experience required, • Experience in accounting and financial systems, preferably Yardi, • Proficient in Excel and knowledge of other Microsoft Office Applications Base Salary: $100,000- $120,000 plus bonus, fully paid medical benefits and 401k. The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: nlipari@adviceny.com If this particular role isn’t the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel Celebrating 40 years as New York’s trusted boutique executive recruiting & staffing firm

Director of Finance Opportunity to Build a Long-Term Career with a Respected Community-Focused Financial Institution Robert Half is partnering with a well-established and highly regarded financial institution seeking a Director of Finance to join its leadership team. This organization has built a strong reputation for financial strength, exceptional customer service, employee development, and meaningful community involvement. As a trusted local employer, it takes pride in giving back to the communities it serves while creating an environment where employees can build rewarding, long-term careers. This is an outstanding opportunity for a finance leader looking to make a visible impact while positioning themselves for future growth. Working closely with executive leadership, you will help shape the organization's financial strategy, influence key business decisions, and contribute to the continued success and stability of a highly respected institution. Position Overview The Director of Finance will play a critical role in overseeing financial planning, forecasting, asset/liability management, regulatory reporting, financial performance analysis, and strategic decision support. This individual will work closely with senior leadership and the Board of Directors to ensure the organization remains financially strong, strategically positioned, and prepared for future growth. Key Responsibilities Strategic Finance & Executive Leadership • Partner with executive leadership to develop and execute financial strategies aligned with organizational goals., • Provide insight and recommendations regarding profitability, capital planning, liquidity management, and balance sheet performance., • Support strategic growth initiatives, product development, pricing strategies, and long-term business planning., • Serve as a trusted advisor to executive leadership on financial matters affecting organizational performance. Financial Planning & Analysis • Lead the annual budgeting process, long-range financial planning, and rolling forecasts., • Analyze key drivers of profitability and identify opportunities for growth and operational improvement., • Develop financial models and analytical tools to support strategic decision-making., • Prepare and present financial reports and recommendations to executive leadership and the Board of Directors. Asset/Liability Management • Oversee asset/liability management activities, including interest rate risk analysis and balance sheet positioning., • Monitor liquidity, funding strategies, and capital adequacy., • Partner with key stakeholders to optimize earnings while maintaining sound risk management practices., • Utilize scenario analysis and financial modeling to support investment and balance sheet strategies. Financial Reporting & Accounting Oversight • Ensure accurate and timely financial reporting in accordance with GAAP., • Oversee month-end, quarter-end, and year-end close processes., • Maintain the integrity of financial systems, reporting processes, and internal controls., • Manage oversight of reserves, Allowance for Credit Losses (ACL), and related accounting considerations. Regulatory Reporting & Compliance • Ensure timely completion of all required regulatory filings and financial reporting requirements., • Maintain compliance with applicable regulations, accounting standards, and internal control frameworks., • Coordinate internal and external audits and regulatory examinations., • Stay informed on changing regulatory and accounting requirements impacting the organization. Capital & Liquidity Management • Support capital planning initiatives and monitor key capital ratios., • Oversee liquidity management, cash flow forecasting, and funding strategies., • Provide analysis regarding capital deployment, dividend strategies, and stress-testing activities. Leadership & Team Development • Lead, mentor, and develop members of the finance and accounting team., • Create a culture of accountability, collaboration, and continuous improvement., • Develop future leaders while supporting the ongoing growth and success of the department. Process Improvement & Innovation • Enhance reporting capabilities, financial systems, and analytical tools., • Drive automation and process improvements that increase efficiency and support better decision-making., • Identify opportunities to strengthen reporting accuracy and organizational insight. Why Consider This Opportunity? • Join a financially strong and highly respected organization with a longstanding reputation in the community., • Gain direct exposure to executive leadership and strategic decision-making., • Enjoy the opportunity to influence organizational growth and long-term success., • Build a stable, rewarding career with an employer known for investing in its people., • Work for an organization that actively gives back to the communities it serves., • Be part of a collaborative culture that values leadership, integrity, and professional development., • Competitive compensation, comprehensive benefits, and excellent long-term career potential. Ideal Background • Progressive finance and accounting leadership experience within banking or financial services., • Strong knowledge of financial planning and analysis, regulatory reporting, asset/liability management, and financial strategy., • Experience presenting financial data and recommendations to executive leadership and Boards., • Proven leadership experience with a history of developing high-performing teams., • Strong analytical, strategic thinking, and communication skills. Interested in Learning More? This confidential search is being conducted by Nick Corieri, Recruiting Manager with Robert Half. If you're a finance leader seeking an opportunity to make a meaningful impact, work alongside a respected leadership team, and build a long-term career with a well-established community-focused organization, we encourage you to apply. Qualified candidates are also welcome to reach out directly to Nick for a confidential conversation to learn more about this position or other similar opportunities. Details such as organizational culture, growth trajectory, and leadership expectations will be furnished at that time.

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

MASTER SCHEDULER - AEROSPACE If you would love to be part of a company that is poised for substantial growth with opportunities for career advancement, then working for CPP may be the right fit for you! Join a results-oriented workplace that strives for success through innovation, collaboration, and teamwork. COMPENSATION RANGE: $60,000.00 - $85,000.00 Consolidated Precision Products (CPP) Chittenango is an investment casting foundry that specializes in complex aerospace & gas turbine components. With a stable business model and competitive compensation & benefits, CPP is a great option to consider as you look to make your next career move. For more information, please visit _ WHAT WE OFFER • Comprehensive Benefit Plans, • Quarterly Bonus Opportunity, • 401k with Company Match, • Emphasis on Employee Engagement, • Paid Holidays and Vacation Time, • Tuition Reimbursement, • Opportunities for Advancement SUMMARY The Master Scheduler is responsible to ensure products meet on-time delivery (OTD) and budget objectives at the direction of the Manufacturing Manager, working with Production, vendors, Accounting, and Customer Service RESPONSIBILITIES • Attend daily operation line walk to communicate Customer priorities and review department OTD., • Attend weekly SIOP and SLB meetings to draft production commitments or timetables using sales forecasts and work in progress (WIP)., • TOC management, • Work with Manufacturing Manager to plan production schedule based on available personnel, materials, and equipment. Create priorities for CNC and constraint locations when FIFO’s not possible., • Review production schedules to determine material requirements and material priorities. Review with Purchasing to ensure materials are available before production release., • Compile and prepare documentation related to production sequences., • Create and distribute weekly production schedules to the Manufacturing Manager for wax. Print production travelers and distribute weekly., • Create and distribute daily foundry production schedules to individual cast units. Monitor alloy release and alloy charge cutting to ensure materials are available for the production schedule., • Confer with wax and foundry Manufacturing Managers to assess progress against production schedules and discuss needed changes., • Monitor inventory levels to ensure WIP is available to meet Customer demand. Create reruns when scrap exceeds planned yield rates., • Communicate with Production and Customer Service on delays, interruptions, difficulties, and reprioritization., • Revise and distribute production schedules as necessary due to labor or material shortages, backlogs, etc., collaborating with sales and management., • Create and distribute exception reports: materials, deliveries, schedule adherence., • Monitor and report on plant compliance with the sales plan., • Assure that BOM accuracy is maintained by Engineering, who owns the BOM., • Run lead time reports, analyze data, and share with manager., • Analyze and publish weekly on-time delivery statistics for legacy products and new product development using SPAN Measure., • Meet with Sales and Customer Service to discuss long-term forecasts (2+ months) and changes., • Maintain buffer stock inventory levels for finished goods QUALIFICATIONS, • Education: Associate degree or relevant experience, • Experience: Manufacturing Experience. Minimum three (3) years related manufacturing experience with at least (3) in a related planner/scheduler/analyst position, • Certifications/Licenses: None, • Other Required Knowledge, Skills & Abilities: Knowledge of applicable products and raw materials. Knowledge of production processes. Excellent organizational and planning skills. Excellent communication (verbal and written) skills. Excellent influencing skills. Strong problem solving skills. Excellent analytical skills. Excellent computer related skills in Microsoft Word, Power Point, Excel and Access. Excellent understanding of ERP. Knowledge and skills in Oracle. Strong interpersonal skills. Strong negotiating skills. Strong conflict management skills. Ability to “think outside the box”. Self-starter. Detail oriented. Assertive. Hands on. Results driven. Sense of urgency. This is a non-management position This is a full time position Pay Range: 60,000 - 85,000

Staff Accountant – UHNW Family Office – Hybrid (2 days remote) – Strong Work Life Balance \n \n An established Ultra-High-Net-Worth Family Office in Midtown is seeking a Staff Accountant to join its collaborative accounting team. This role offers broad exposure to family office bookkeeping, cash management, investment activity, and multi-entity accounting within a stable and highly professional environment. This newly created role is due to the firm's continued growth. \n \n The Staff Accountant will be responsible for maintaining accurate financial records, processing transactions, reconciling accounts, and supporting monthly financial reporting. This is an excellent opportunity for an early career accounting professional who has exposure to either real estate or high net worth accounting and enjoys variety, takes ownership, and is comfortable working in a confidential UHNW environment. \n \n We’ve placed nearly this entire team, and they have incredible stability, virtually zero turnover, and a strong work life balance. Candidates with public accounting experience are highly encouraged to apply if they have an applicable client base – this would be a true quality of life move from the long hours and crazy busy season in public! \n \n Responsibilities \n\n • Maintain the day-to-day accounting records for the family office and its related entities\n, • Prepare recurring entries and ensure financial activity is reflected accurately within the general ledger\n, • Review account activity, research discrepancies, and make necessary adjustments\n, • Handle the accounting and documentation associated with checks, wire transfers, deposits, and other cash movements\n, • Complete monthly reconciliations for bank and related financial accounts\n, • Review transaction support and assign expenses and other activity to the appropriate accounts\n, • Organize and update records associated with partnership investments and K-1 reporting\n, • Participate in the monthly reporting cycle, including close support, account schedules, and financial statement preparation\n, • Maintain complete and easily accessible electronic files for financial documents and supporting materials\n, • Assist with customized reports, account research, and special projects as requested\n, • Communicate with internal team members and other stakeholders to address accounting questions and information requests in a timely manner\n\n \n Requirements \n\n • 1-4 years of relevant bookkeeping, accounting, or family office support experience\n, • Bachelor’s degree in Accounting required\n, • Prior experience working with HNW / UHNW individuals, a family office, real estate firm, or CPA firm with real estate or HNW clients required\n, • Sound understanding of general ledger accounting, journal entries, reconciliations, and financial documentation\n, • Experience with investment activity, partnership accounting, trusts, real estate, or multiple related entities is beneficial\n, • Familiarity with Yardi Voyager is strongly preferred\n, • Experience with Microsoft Excel and Word\n, • Highly organized and detail-oriented, with the ability to manage multiple priorities in a dynamic environment\n, • Resourceful, proactive, and hands-on, with a willingness to pitch in wherever needed\n, • Strong judgment, discretion, professionalism, and integrity when handling confidential family office matters\n\n \n Salary: $80k–$85k base, plus bonus and strong benefits. \n \n The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. \n \n Please send your resume for immediate consideration to: ssaccoccio@adviceny.com. \n \n If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! \n \n Advice Personnel \n Celebrating 40 years as New York’s trusted boutique executive recruiting & staffing firm

Senior Associate, M&A Advisory Candor Advisors | Remote (Southern California based) | Full time Growth path to Vice President About Candor Advisors Candor Advisors is a boutique M&A advisory firm that works on one side of the table only: we represent founders and owners who are selling. We do not represent buyers, we do not raise funds for private equity, and we do not carry the conflicts that come with doing both. Our mission is simple: guiding founders to better outcomes. "Better outcome" does not always mean an auction to the highest strategic or private equity bidder. For a founder, the right answer might be a sale to a strategic acquirer, a majority or minority recapitalization with a financial sponsor, a management buyout, a sale to a family member or key employees, an ESOP, or in some cases the decision not to sell yet. We put every credible path on the table, run the numbers on each, and let the founder choose with clear eyes. That is unusual in our industry, and it is the core of how we work. The firm was founded in 2020 by a Managing Partner with more than 30 years in investment banking and over $1 billion in completed transactions. We are small, distributed, and deliberately nimble: a U.S. deal team, a dedicated research and modeling team, and a marketing partner, all working remotely with a home base in Southern California. The role We are adding a Senior Associate to the deal team. This is a second-chair role on live sell-side engagements and an ownership role over the machinery that makes those engagements run. You will work directly with the Managing Partner on every mandate, sit in on founder and buyer conversations, and be accountable for the quality of the analysis and materials that reach clients and buyers. Day to day, you will work alongside an experienced associate and coordinate a dedicated offshore research and modeling team. Together, the three of you support the Managing Partner across several client engagements running at the same time, each at a different stage: one in exit-readiness planning, another in market with buyers, another in diligence toward closing. Keeping that portfolio moving, with nothing dropped and quality held constant, is the heart of the job. The firm generates more qualified deal flow than it can currently execute. This role exists so we can take on more of it without diluting the quality of the work. For the right person, the role scales into a Vice President seat with broader client responsibility as the firm grows. What you will do • Deal analysis. Build and own financial analysis on live deals: normalized and adjusted EBITDA, quality of earnings style reviews, working capital analysis, three-statement models, valuation and returns analysis, and transaction scenario modeling across sale, recapitalization, and internal transfer structures., • Materials. Draft and quality-control confidential information memorandums, management presentations, buyer lists, teasers, and process letters., • Offshore team coordination. Scope, assign, and review the work of our offshore research and modeling team: research briefs, buyer universe builds, first-draft models and CIM sections. Set standards, give clear feedback, and manage time-zone handoffs so work moves overnight and is ready for review each morning., • Team collaboration. Work with an experienced associate to divide and cover engagements, back each other up on client requests, and give the Managing Partner a single, current view of where every deal stands., • Portfolio management. Balance three to five active client engagements at once. Maintain engagement trackers, anticipate what each client and buyer will need next, and flag issues early enough to solve them., • Diligence and execution. Prepare founders for diligence, manage data rooms, coordinate requests across buyers, accountants, and counsel, and keep the process moving from LOI to close., • Client and buyer interaction. Participate in founder meetings and buyer calls. Over time, lead workstreams and select client conversations on your own., • Firm operations. Own the internal process: engagement checklists, model templates, CIM and outreach standards, pipeline and referral tracking, and after-action reviews. Improve how the firm works, not just what it produces on a given deal., • Exit readiness. Lead exit-readiness assessments for founders who are one to three years from a transaction, translating financial and operational findings into a plan that improves the eventual outcome. Who we are looking for The background we think fits best is 2-4 years in Transaction Advisory Services, Financial Due Diligence, or Quality of Earnings work at a CPA firm, or comparable experience in investment banking, corporate development, or valuation. If you have spent your early career taking apart the financials of privately held businesses and want to move to the advisory side of the table, this is the role that makes that transition. • Strong accounting foundation and hands-on financial modeling experience. You are comfortable rebuilding a founder-run company's financials from the general ledger up, and you can defend every adjustment. CPA or CPA track is a plus., • Familiarity with lower middle market M&A: how deals are structured, how buyers think about value, and what goes wrong in diligence., • Clear, direct written and verbal communication. Our materials are read by founders, private equity investors, and strategic acquirers; they need to be precise and free of filler., • Judgment and discretion. You will hold confidential information about family businesses and their owners., • Self-direction and organization. We are a remote team with no layers. You will get real responsibility early, carry several engagements at once, and be expected to manage your own workload and the offshore team's., • Experience directing or reviewing the work of others, including remote or offshore teams, is a plus., • Based in Southern California, or willing to relocate. We work remotely but meet in person and travel to clients as needed., • FINRA Series 79 and SIE, or the ability to obtain them within a defined period after joining. We will sponsor registration through BA Securities, LLC. What we offer • Direct exposure to every phase of a sell-side transaction, from first founder conversation to closing, at a pace and level of responsibility that larger firms do not provide at this stage of a career., • A firm that works only for founders, so you will never be asked to compromise a client's outcome for a relationship on the other side., • Competitive base salary and full healthcare coverage. Discretionary bonus funded by the firm's consulting and success fees, so the upside is tied to the outcomes we produce for clients and the broader success of our firm., • Sponsorship of FINRA registration and continuing education., • A distributed, small-team culture with a Southern California home base. Real flexibility, real accountability., • A defined path to Vice President as the firm grows. How to apply Send a resume and a short note on a transaction or diligence engagement you worked on and what you learned from it to or use the LinkedIn portal provided on that platform. We read every application and respond to all well-qualified candidates. Candor Advisors | Carlsbad, CA | candor-advisors.com | Securities offered through BA Securities, LLC, Member FINRA/SIPC. Candor Advisors is an equal opportunity employer.

Finance Expert – LLM Training & Evaluation. Finance, Accounting, Investment Banking, Financial Analysis, or related fields. AI/LLM training, model evaluation, prompt engineering, or AI-assisted finance workflows.

About Reunion Reunion is transforming the way clean energy projects are financed. Since 2024, our tax credit transfer business has partnered with major corporations to unlock over $8 billion in clean energy investment, including some of the industry's largest transactions. Our compliance business is building disruptive software for developers to track operations and ensure regulatory compliance. Reunion has built a consistently profitable company, focused on building for the long term. We raised a small seed round of funding in 2023, and have since repaid our investors in full. We do not have pressure from VCs or outside investors to chase short-term targets; we have the autonomy to focus on building a great long-term business. Reunion's laser focus on solving tough problems has resulted in repeat customers and strong profitability since 2024. We have worked hard to build a mission-driven company culture that values creativity, collaboration, excellence, and speed without sacrificing fun. Our talented team includes experienced leaders from SunEdison, SolarCity, Tesla, GoodLeap, and other clean energy companies; we are consistently amazed by what our 30+ person team of experts can accomplish. We look for curious, smart, and kind colleagues with an entrepreneurial streak (we have quite a few ex-entrepreneurs on our team). Reunion is a great place to learn from energy finance experts and play a critical role in deploying clean energy technologies such as battery storage, nuclear, manufacturing, solar, and wind. About the Role In 2025, we launched a software solution that helps clean energy companies comply with complex rules including prevailing wage and apprenticeship (PWA) requirements and other requirements. We have rapidly gained traction in the market, and we’re growing our team to accelerate adoption and expand to additional software offerings. Join us in the fight against climate change by helping renewable energy developers build faster! We're looking for a high-performance, driven Business Development Associate to fuel our growth. You'll own outbound prospecting and top-of-funnel pipeline development, with a clear path to taking on deeper customer relationships and strategic work as you grow. This is a great fit if you're 3 to 5 years into your career, have a natural instinct for sales, and want to grow fast inside a profitable company with real mission alignment. You'll develop deep knowledge of the clean energy landscape and build relationships with developers, EPCs, and project owners across the country. What You’ll Do • Build and own a pipeline of qualified leads across solar, wind, battery storage, and other renewable energy segments, from initial research through outreach and first contact, • Engage directly with clean energy developers, EPCs, and project owners to understand their challenges and win their business, • Support and progressively lead product demos, owning discovery, qualification, and follow-up as you develop product fluency, • Develop genuine expertise in clean energy finance rules including prevailing wage and apprenticeship requirements, so you can hold substantive conversations with technical and finance-oriented buyers, • Partner with senior BD team members on account strategy, deal progression, and pipeline reviews, • Contribute to sales playbooks, outreach templates, and processes that make the whole team more effective, • Represent Reunion at industry conferences and events, building relationships with developers and stakeholders across the clean energy market What You’ll Need • 3 to 5 years of work experience: B2B SaaS, clean energy, finance, consulting, or a fast-moving startup are all relevant backgrounds, • Strong written communicator: you can write a cold email that actually gets a response, • Organized and self-directed: comfortable managing your own queue without a lot of hand-holding, • Genuine curiosity about the clean energy transition and how policy shapes markets, • Proficiency with HubSpot or a similar CRM, and comfort with LinkedIn and sales tools, • Experience using AI tools (Claude, ChatGPT, etc.) to accelerate research and outreach Nice to Haves • Exposure to clean energy project finance or construction, • Prior experience in an outbound sales or SDR/BDR role selling software, • Familiarity with Apollo, Sales Navigator, or similar prospecting tools, • Experience at an early-stage startup, • Experience at an accounting or consulting firm Why Join Us? • Help scale one of the most exciting and impactful clean energy finance companies in the industry, • Work directly with experienced founders and a top-tier team, • Competitive compensation and early-stage equity, • Benefits including full medical, dental, and vision insurance for employee and partial coverage for dependents, • Generous 401K match, travel to company offsites 2-3x per year to meet teammates in-person, flexible PTO plan Note Reunion is an equal opportunity employer. If you’re excited about helping accelerate the energy transition, even if your background doesn’t check every box, we encourage you to apply

We buy the practice. The clinician still runs it. Kindwell Partners is a management services organization (MSO) that partners with and acquires behavioral health group practices across the country. Our founders stay on to lead their practices clinically. We provide the engine behind them: finance, billing, operations, technology, recruiting and growth. Each practice keeps its local name and its culture. Kindwell makes it easier to run, more profitable and able to grow. We're a small, fast-moving team growing across several states. Everyone here builds systems, owns outcomes and cares about clinicians being able to do their best work. Type: Fractional contract, about 10–20 hours a week to start · Location: Remote (US), occasional travel to Dallas and practice sites · Reports to: CEO The role Kindwell is adding practices quickly, and we need a finance leader who can make the numbers airtight as we grow. You'll own the financial architecture across a multi-entity platform: the MSO, each practice we acquire and our investment vehicles. Founding Directors, investors and lenders all rely on our numbers. You'll make sure they can. What you'll own • Multi-entity close and reporting. Monthly close, consolidated and entity-level financials, and a reporting calendar that runs on time., • MSA fee and earn-out calculations. Management-fee billing under our services agreements and performance-based earn-out calculations for Founding Directors. They must be accurate, documented and defensible., • Deal finance. Quality-of-earnings style review for acquisition targets, valuation models, debt restructuring analysis and the funds flow at closing., • Capital and investor reporting. Investor updates, cap table accuracy, lender relationships and covenant tracking., • Cash and forecasting. 13-week cash forecast, annual budget and a platform model that updates as practices are added., • Team and systems. Pick and oversee our accounting stack and outside CPA, and set the finance structure that a future controller and staff accountant will run. What you bring • 10+ years in finance leadership, including CFO or VP Finance work in healthcare services, • Hands-on experience with an MSO or physician/behavioral health practice management model, • Multi-entity accounting, M&A and earn-out or contingent-consideration experience, • Comfort with healthcare revenue: payer mix, collections, AR and revenue cycle metrics, • Investor- and lender-ready reporting you'd put your name on, • CPA preferred Nice to have • Private equity-backed roll-up experience, • SBA lending or seller-note structuring, • Built a finance function from scratch at a company growing quickly What success looks like at 90 days • Monthly close finished by the 15th for every entity, • Earn-out and MSA fee calculation methods documented and approved, • 13-week cash forecast and platform model live, • Finance review checklist in use on every active acquisition

Vice President, M&A PE-Backed Services Platform | Remote Location: Remote with travel as needed A rapidly growing, private equity-backed services company is adding a senior M&A professional to its team as it continues an active acquisition strategy. This individual will play a central role in evaluating and executing acquisitions and will have significant ownership over the transaction process. The position offers direct exposure to senior leadership and the opportunity to help shape the company's continued growth through strategic acquisitions. This is a hands-on opportunity for someone who enjoys analyzing businesses, structuring transactions, managing diligence, and getting deals across the finish line. What You'll Do • Evaluate potential acquisition opportunities and assess strategic and financial fit, • Build and review acquisition models, valuations, and financial analyses, • Analyze historical financial performance and normalize EBITDA, • Lead financial and operational diligence on prospective acquisitions, • Manage transactions from LOI through closing, • Work directly with business owners and other transaction stakeholders, • Support negotiation of purchase price and other key transaction terms, • Evaluate deal structures, including rollover equity and holdbacks, • Coordinate legal, accounting, financing, and other outside advisors, • Prepare investment materials and transaction recommendations for senior leadership, • Manage multiple transactions and maintain momentum across the acquisition pipeline, • Partner with finance and operating leadership throughout the transaction process What We're Looking For • 5+ years of experience in M&A, Corporate Development, Investment Banking, Private Equity, or a similar transaction-focused role, • Demonstrated experience executing middle-market transactions, • Hands-on buy-side M&A experience, • Experience managing transactions from LOI through close, • Strong financial modeling and valuation skills, • Experience analyzing financial statements and normalized EBITDA, • Familiarity with transaction structures involving rollover equity, holdbacks, and related purchase terms, • Strong communication and negotiation skills, • Ability to work independently and manage multiple priorities, • High attention to detail and strong analytical judgment, • Bachelor's degree required Why Consider It? • Meaningful equity opportunity, • Fully remote flexibility, • Direct partnership with senior leadership, • Significant ownership of M&A execution, • Active acquisition strategy with continued transaction volume, • Opportunity to join a growing PE-backed platform at an important stage of expansion This is a strong opportunity for an M&A professional looking to move into a high-ownership role where they can directly influence transactions and long-term company growth.

Job Description Chief Financial Officer (CFO) – United Radio Founded in 1923, United Radio has been delivering high-quality remanufacturing and repair solutions to electronics manufacturers around the world for over a century. With deep partnerships in the automotive, consumer electronics, and two-way communications industries, the company has earned a national reputation as a trusted, integrated solutions provider. United Radio is driven by a vision to set the standard for innovative responses to emerging technology needs, and its purpose is rooted in providing consistent, professional service to the after-market electronics marketplace. With one of the largest repair facilities in the country and a strong commitment to empowering its workforce, United Radio fosters a supportive environment where employees thrive and long-term careers flourish. We are now seeking a seasoned and strategic Chief Financial Officer (CFO) to lead all aspects of financial management and help position the organization for continued growth and innovation. The CFO will be a critical member of the executive team, responsible for driving financial decision-making across departments, optimizing asset allocation, leading a high-performing finance team, and helping shape long-term financial strategy. The ideal candidate will be a results-oriented financial executive with a strong track record of managing complex financial operations and guiding data-driven decision-making. This individual must bring sharp business acumen, the ability to build strong cross-functional partnerships, and a strategic mindset. Success in this role requires demonstrated experience in financial oversight, asset management, and team leadership, along with the creativity to support evolving business needs through adaptive financial strategies. We’re looking for someone to lead and advise on strategic growth through new geographies, industries and market opportunities. Excellent communication, inclusive leadership, and a collaborative approach are essential to fostering trust and driving organizational success. Scope of the Position The CFO leads and manages the organization’s financial operations, ensuring alignment between fiscal management and overall business objectives. This highly-strategic role is responsible for overseeing financial planning and analysis, optimizing asset utilization, guiding the finance team, and contributing to long-term strategic direction. The CFO collaborates closely with internal departments and external partners, and serves as a key advisor to the executive team. This position reports to the CEO and plays a critical role in supporting sustainable growth and operational excellence across the organization. Experience and Qualifications United Radio seeks a candidate who possesses: Demonstrated ability to lead, develop, and inspire high-performing teams through transparent and inclusive leadership Excellent communication and stakeholder management skills, with the ability to influence and engage cross-functional teams and external partners Experience collaborating with executive leadership to align financial strategy with business growth objectives, capital structure, and investment decisions Executive-level financial leadership experience, ideally within manufacturing or related industries Strategic thinker with creative insight to drive financial innovation and adaptability in a dynamic business environment Strong expertise in asset management, cash flow optimization, tax compliance, and overseeing shared service allocations Proven track record in finance, including financial management, including budgeting, forecasting, and resource allocation across complex organizations Bachelor’s degree in finance, accounting, business administration, or a related field Key Responsibilities Team Leadership & Relationship Management Lead and inspire the team by setting departmental goals and overseeing daily operations Facilitate regular meetings and collaborate with the team to develop and execute financial plans, forecasts, and budgets Model core values through transparent and inclusive leadership that supports individual and team growth Financial Management Collaborate with internal departments on all financial matters including expenditures and resource allocation Manage external banking and finance relationships to ensure fiscal health and strategic alignment Apply a critical, strategic lens to all financial decision-making to support company-wide objectives Financial Strategy & Creative Insight Collaborate with the executive team to align financial strategy with business growth objectives Contribute to decisions related to capital structure, investment strategy, and financial innovation Champion new opportunities to support adaptability and long-term organizational growth Asset Management Oversee and conduct ongoing financial analysis to identify opportunities for improved cash flow and asset allocation Review and present budgets, manage the allocation of shared services, and ensure tax compliance Provide financial oversight across real estate entities and drive efficiency in resource utilization Requirements Ideal Competencies and Behaviors The next CFO should demonstrate the following professional competencies:

Job Description At Solvay Bank, our formula for success combines the traditions of our culture and a sharp strategic vision. We are a growth-oriented community bank that fosters excellence, pride, teamwork and engagement in our workplace. Consider an opportunity as part of our finance team. VP, Director of Finance We are seeking an experienced Director of Finance to lead the financial management, strategy, and planning of the bank. This role oversees budgeting, forecasting, asset/liability management (ALM), revenue growth strategies and regulatory financial reporting, while providing strategic insights to executive leadership. The Director ensures the bank maintains strong financial health, regulatory compliance, and sustainable profitability. The successful candidate will have a blend of financial strategy, regulatory compliance and strong leadership skills. They will have a graduate degree in Accounting or Finance. A minimum of 15 years’ progressive experience required. Prior financial institution experience and CPA strongly preferred. For over 109 years Solvay Bank has been dedicated to our customers and community. Join us and enjoy the many rewards; matched 401(k) retirement savings, health and dental coverage, and more. Internal applications must be submitted by 06/24/2026 Solvay Bank is an EOE/AA/Disability/Veteran https://dol.ny.gov/system/files/documents/2023/06/p690-your-rights-as-an-employee-to-express-breast-milk-at-work-.pdf https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf Job Title: Director of Finance Position Summary The Director of Finance is responsible for supporting the financial strategy, planning, and performance management of the bank. This role oversees budgeting, forecasting, asset/liability management (ALM), revenue growth strategies and regulatory financial reporting, while providing strategic insights to executive leadership. The Director ensures the bank maintains strong financial health, regulatory compliance, and sustainable profitability. Key Responsibilities Financial Strategy & Executive Partnership • Partner with the CFO, to develop and execute financial strategies aligned with the bank’s growth objectives, • Provide actionable insights on profitability, liquidity, capital planning, and balance sheet optimization, • Support strategic initiatives including loan growth, deposit strategies, and product pricing Financial Planning & Analysis (FP&A) • Lead the annual budget, multi-year financial plan, and rolling forecasts, • Analyze key drivers of bank profitability, including net interest margin (NIM), non-interest income, and expense management, • Develop and maintain financial models to support lending, deposit growth, and investment strategies, • Prepare and present financial performance reports to executive leadership and the Board of Directors Asset/Liability Management (ALM) • Oversee ALM processes, including interest rate risk analysis and balance sheet positioning, • Monitor liquidity, funding strategies, and capital adequacy, • Partner with Treasury and ALCO to optimize earnings while managing risk, • Utilize ALM models and scenario analysis to inform decision-making and investment strategies Accounting & Financial Reporting • Oversee preparation of accurate and timely financial statements in accordance with GAAP, • Ensure integrity of the general ledger and financial reporting systems, • Manage month-end, quarter-end, and year-end close processes, • Manage oversight of all reserves, Allowance for Credit Losses (ACL) and loan modifications and accounting considerations Regulatory Reporting & Compliance • Ensure timely and accurate completion of all required regulatory filings (e.g., Call Reports), • Oversee all monthly, quarterly and annual financial reporting requirements, • Maintain compliance with applicable banking regulations and internal controls, • Oversee internal and external audits and regulatory examinations, • Stay current on changes in banking regulations and accounting standards Capital & Liquidity Management • Monitor capital ratios and support capital planning strategies, • Oversee liquidity management, cash flow forecasting, and funding sources, • Provide analysis on dividend strategy, capital deployment, and stress testing Team Leadership • Lead and develop the finance and accounting team, • Establish clear goals, accountability, and performance expectations, • Promote a culture of collaboration, accuracy, and continuous improvement Process & Systems Optimization • Evaluate and enhance financial systems, reporting tools, and data analytics capabilities, • Drive automation and efficiency in financial reporting and planning processes Qualifications Education & Experience • Bachelor’s degree in Finance, Accounting, or related field (MBA preferred), • CPA strongly preferred, • 15+ years of progressive finance experience, with significant experience in banking or financial services, • Demonstrated experience with ALM, regulatory reporting, and bank financial performance management Skills & Competencies • Deep understanding of banking financial metrics (NIM, ROA, ROE, efficiency ratio), • Strong knowledge of banking regulations, Call Reports, and compliance requirements, • Expertise in financial modeling, tax planning, forecasting, and balance sheet analysis, • Experience with ALM software and financial reporting systems, • Strong leadership, communication, and presentation skills, • Ability to translate complex financial data into actionable insights Preferred Experience • Experience working directly with Asset/Liability Committee (ALCO), • Familiarity with CECL (Current Expected Credit Loss) methodology, • Experience in community or regional banking environments, • Exposure to loan portfolio analytics and deposit pricing strategies

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The Credit Analyst III is an advanced individual-contributor role responsible for analyzing and underwriting more complex commercial loan relationships. This role operates with a high level of independence on assigned credits and produces near-final analytical work product, while recognizing that final conclusions, priorities, and escalation decisions reside with Senior Credit Analysts, Credit Officers, or credit management. This role supports sound credit decision-making through strong analysis, documentation, and risk awareness. Essential Responsibilities: Advanced Credit Analysis & Underwriting • Independently analyze and underwrite complex commercial credit relationships, including multi-entity structures, multiple guarantors, and layered debt., • Prepare comprehensive, well-documented credit memoranda for new credit requests, renewals, modifications, and annual reviews., • Perform advanced financial analysis, including global cash flow, trend analysis, and stress or sensitivity considerations., • Identify key credit risks, structural weaknesses, and mitigating factors, clearly documenting assumptions and conclusions., • Recommend appropriate loan structures, covenants, collateral, and guarantor support consistent with credit policy. Transaction & Relationship Support • Support Credit Officers and relationship managers on complex transactions through timely and accurate credit analysis., • Monitor assigned loan relationships for covenant compliance, financial reporting, and emerging risk indicators., • Participate in deal-structuring discussions and internal credit reviews as requested., • Accompany relationship managers on customer calls, as appropriate, to support financial discussions, clarify credit information, and gain understanding of borrower operations. Credit Quality, Escalation & Boundaries • Apply credit policies, underwriting standards, and documentation requirements consistently., • Assist with risk rating assignments and ongoing evaluation of rating appropriateness., • Identify situations requiring escalation due to complexity, elevated risk, or structural concerns., • Coordinate with Senior Credit Analysts or credit management on credits requiring additional oversight or direction., • Ensure credit analyses and files are complete, accurate, and defensible. Problem Credit Support • Provide analytical support for criticized and higher-risk commercial credits., • Assist with renewals, restructures, modifications, and exit strategy analysis under direction of credit leadership., • Support monitoring and action plans for problem relationships. Professional Contribution • Contribute to analytical consistency, accuracy, and sound credit practices within the credit function., • Participate in portfolio analysis, process improvement efforts, and credit-related initiatives., • Undertake special projects related to the job function, as determined by credit management., • Maintain current knowledge of commercial credit practices, borrower industries, and financial analysis techniques. Ancillary Duties: As an integral member of the Credit Department, this position is also responsible to provide assistance wherever necessary to help the Credit Department and the Bank in achieving their goals. Qualifications Education, Training and Requirements: • BS or BA degree in Finance, Accounting, Business Administration, Economics or a related field plus specialized education in credit analysis and commercial lending. Skills: • Proficient reading, writing, grammar and mathematics skills; proficient interpersonal relations and communications skills; a thorough knowledge of: financial statement analysis, loan structuring, current laws/regulations applicable to commercial lending, and loan policies and procedures of the Bank; demonstrated management, supervisory and training skills. Well-developed project management skills; accomplish stated goals, and must be able to work productively with varying levels of management and staff. Requires a high degree of initiative and the ability to work independently with minimal supervision. Demonstrated experience evaluating complex, cash-flow-based commercial credit relationships. High proficiency with Microsoft Excel and Word. Experience: • Minimum of 6 years of experience in commercial credit analysis, underwriting, or a related banking role.

Job Description City of Syracuse residency is required for this position. If you are not a resident, you have six (6) months from your date of hire to establish residency. Job Description The work involves responsibility for the fiscal operations of a department, including the planning, coordination and direction of the department's fiscal affairs. Supervision is received from an administrative superior, who allows the incumbent considerable leeway for the exercise of independent judgment and initiative in areas of concern and responsibility. Supervision is exercised over subordinate staff. Instructions on implementations of new policies and discussion of work problems are provided through regular conferences and discussions with the department head. Incumbents may be required to successfully pass a background check. Does related work as required. Typical Work Activities • Supervises, assigns, reviews and evaluates the work of support clerical and/or account clerical personnel in an accounting operation or segment thereof., • Independently performs the more complex accounting duties of the operation, which are characterized by: the needs of the agency being served, the numbers and kinds of program areas serviced, the laws and regulations controlling the program and the existence of a highly refined accounting system involving a number of different subsidiary journals and ledgers., • Supervises and participates in the maintenance of a manual or automated ledger operation including books of account or general ledgers, classification and recording of transactions and supervises and participates in the control and preparation of accounting statements and reports., • Supervises the establishment and maintenance of fiscal records of the receipt and expenditures of funds., • Verifies, codes and classifies financial transactions following established and accepted accounting methods and procedures., • Applies established and accepted accounting methods and procedures in the preparation of supporting accounting statements., • Designs and assists in the design of special accounting schedules, forms, or reports, or recommends changes in existing forms, schedules and reports., • Consults with the department head on fiscal and budgetary matters pertaining to the department., • Reviews departmental staff and program budget requests and develops them for submission to an administrative superior and/or State or Federal agencies., • Requests allocations of funds., • Acts as a liaison with both agency and non-agency staff giving advice, answering questions, and providing information with regard to program operations, project status, and fiscal, budgetary and purchasing matters., • Reviews proposed contracts and applications for special research grants for fiscal implementation and effect on departmental fiscal programs., • Prepares and issues the annual fiscal reports and other special reports of the department., • May implement or assist in the implementation of new or revised manual or automated systems and train subordinates in application of systems., • May supervise the recordkeeping and required fiscal reporting for State and/or Federally funded or agency programs by interpreting guidelines, monitoring schedules and reports, and providing advice and guidelines., • May perform or assist in cash flow projections and cash needs determination.Knowledge, Skills, and Abilities, • Comprehensive knowledge of accounting and auditing theories, principles, techniques and procedures., • Thorough knowledge of, and the ability to select and apply the best accounting techniques, principles or procedures necessary to effectively perform the functions of the position., • Thorough knowledge of basic trends and current developments in the field of accounting., • Thorough knowledge of modern principles and practices of business management and administration, including debt and investment management., • Ability to gather, assemble and analyze facts and draw conclusions., • Ability to compose accurate accounting reports and statements, and ability to present same., • Ability to plan and supervise the work of staff in a manner conducive to full performance and high morale., • Ability to analyze and evaluate reports of staff workers and make sound decisions based on such reports., • Ability to train professional and/or clerical staff involved in operating the accounting system., • Ability to communicate effectively, both orally and in writing.Minimum Qualifications Promotional: • One (1) year of permanent competitive class status in the title of Systems Accounting Manager, Auditor (Payroll) or Auditor III; or,, • Two (2) years of permanent competitive class status in the title of Accountant II, Auditor II, or Accounting Supervisor Grade B; or,, • Four (4) years of permanent competitive class status in the title of Accountant I, Auditor I, or Systems Accountant. Open Competitive • A) Graduation from a regionally accredited or New York State registered college or university with a baccalaureate degree in accounting or a baccalaureate degree including or supplemented by 24 semester credit hours, or its equivalent, in accounting plus four (4) years of work experience, or its part-time equivalent, in professional accounting or financial auditing, or a closely related field, which must have involved as the major job function the application of accounting principles to the installation and operational maintenance of a general or specialized accounting system, the design or modification of an accounting system, final authority and responsibility for a system or major portion thereof, and the exercise of supervision over accounting activities; or,, • B) Eight (8) years of work experience, or its part-time equivalent in accounting, financial auditing or full charge bookkeeping which is defined as experience which must have involved the accumulation of financial and statistical data into general and subsidiary ledgers and journals and the compilation of this material into financial reports and studies of which four (4) of the eight (8) years must have been work experience in professional accounting, or financial auditing, or a closely related field, which must have involved as the major job function the application of accounting principles to the installation and operational maintenance of a general or specialized accounting system, the design or modification of an accounting system, final authority and responsibility for a system or major portion thereof, and the exercise of supervision over accounting activities. Note: Successful completion of graduate semester hours in accounting or a closely related field from a regionally accredited or New York State registered college or university may be substituted for work experience as follows: Thirty (30) graduate semester hours is equivalent to one (1) year of work experience; Sixty (60) graduate semester hours is equivalent to two (2) years of work experience. Degrees in Finance, Banking, Economics and related fields will not be considered as qualifying. Benefits • Dental insurance, • Health insurance, • Paid time off, • Parental leave, • Vision insurance, • Retirement plan The Affirmative Action Policy of the City of Syracuse is to provide equal employment opportunity for all individuals regardless of race, color, sex, religion, creed, age (18 and over), marital status, national origin, disability, veteran status, gender identity or gender expression, sexual or affectional preference or orientation, or any other classified group within the protected class. The City also complies with 31 CFR part 51. If you have a disability for which you wish special accommodation to be made, contact the Office of Human Resources at 315-448-8780 or personnel@syr.gov. The Affirmative Action Policy of the City of Syracuse is to provide equal employment opportunity for all individuals regardless of race, color, sex, religion, creed, age (18 and over), marital status, national origin, disability, veteran status, gender identity or gender expression, sexual or affectional preference or orientation, or any other classified group within the protected class. The City also complies with 31 CFR part 51. If you have a disability for which you wish special accommodation to be made, contact the Office of Human Resources at 315-448-8780 or personnel@syr.gov. All offers of employment will be contingent on the successful completion of a background check and/or drug screen. Job Posted by ApplicantPro

Job Description Audit Senior / Manager Syracuse, NY | Hybrid Flexibility | Public Accounting Looking for your next step in public accounting? A well-established CPA firm in Syracuse is expanding its audit team and is open to speaking with qualified professionals at both the Senior and Manager levels. With a diverse client base, a collaborative environment, and a strong investment in employee development, this is an opportunity to grow your career without sacrificing flexibility. Audit Senior Compensation: $85,000–$100,000 What they're looking for: • Ideally 3–5+ years of public accounting audit experience, • CPA preferred; candidates actively pursuing their CPA are welcome, • Experience with nonprofit and government audits is a preferred, • Familiarity with Form 990 is beneficial, • Strong communication, analytical, and client-service skillsAudit Manager Compensation: $100,000–$115,000 What they're looking for: • Ideally 5+ years of public accounting experience, • Active CPA license required, • Experience managing audit engagements and developing staff, • Nonprofit and government audit experience, • Knowledge of Form 990, • Strong client relationship and engagement management skillsWhat the Firm Offers, • Hybrid flexibility with a preference for regular in-office collaboration, • Full Benefits - M,D,V,401k match, • HSA/FSA options, life insurance, and disability coverage, • CPA exam support and reimbursement, • Paid continuing education and professional development, • Mentoring and generous PTO, • Diversity Interested in learning more about this or any other roles in public accounting? Apply here or contact Kaitlyn with Solid Rock Recruiting via email at kaitlyn@solidrockrecruiting.com or via phone/text at 605-273-2484 We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law.

Job Description Nick Corieri with Robert Half is looking for an accomplished Chief Financial Officer to lead the financial strategy of our construction organization in Syracuse, New York. This executive will guide long-range planning, strengthen financial controls, and deliver clear insight into company performance, profitability, and growth opportunities. The role also serves as a key advisor to senior leadership on capital planning, real estate analysis, cash management, and operational decision-making. Responsibilities: • Shape the company’s financial direction by providing executive leadership with analysis, forecasts, and strategic recommendations that support business objectives., • Lead the finance and accounting function, setting priorities for the team, improving performance, and ensuring reliable day-to-day financial operations., • Build and oversee financial plans, including annual operating and capital budgets, while facilitating regular reviews to track results and adjust course as needed., • Monitor organizational performance through reporting, variance analysis, and corrective action planning to protect margins and improve overall financial outcomes., • Evaluate real estate holdings and advise on funding, refinancing, and investment approaches that align with long-term business goals., • Direct treasury activities and cash flow management to maintain liquidity, optimize the use of capital, and support ongoing operations and expansion., • Establish and strengthen internal controls, compliance practices, and reporting processes that safeguard assets and produce accurate financial information., • Support project and contract performance by reviewing financial activity, maintaining historical project data, and advising leaders and project managers on strategies to keep work financially on track., • Manage key external relationships with banks, auditors, legal counsel, and insurance providers, including oversight of insurance renewals and related negotiations., • Contribute to broader leadership initiatives through participation in retirement plan fiduciary matters, staff financial training, property oversight, and business relationship development in the community. For immediate consideration, apply to this job posting today and contact Nick Corieri from the Syracuse branch of Robert Half. • 10+ years of progressive financial leadership experience, including senior-level responsibility for accounting, reporting, budgeting, and strategic planning., • Proven background serving in an executive finance role, preferably within construction, contracting, or a related project-based industry., • Strong expertise in financial reporting, profit and loss analysis, forecasting, cash management, and performance measurement., • Demonstrated ability to lead teams, influence senior stakeholders, and align departmental goals with broader organizational priorities., • Experience building and maintaining effective relationships with banking partners, auditors, legal advisors, insurers, and internal leadership., • Knowledge of contract review, compliance oversight, project financial monitoring, and capital planning., • Ability to assess business opportunities, identify cost improvements, and support growth through data-driven financial insight., • Bachelor’s degree in Accounting, Finance, or a related field; advanced financial credentials are valued.

WHO WE ARE Datamtx ( / formerly Datamatics) established in 1993 is globally HQ'd in Atlanta with a stellar history supporting both Tier 1 and 2 ERP / MES projects including: S/4HANA, JDE, Oracle Cloud ERP, Peoplesoft, Deltek, Infor (M3 / S3 / Syteline / LN / Factory Track / MacPac XE / LX, XA, CPQ), IFS, Deltek, Blackbaud, Ellucian Banner, D365, SysPro, Epicor, Plex, BlackLine, etc.. Our ERP / MES projects cover the gamut of typical implementation but we also support bespoke projects and specialty staffing needs covering: data cleanse, customizations, lift & shift, cloud & data migrations, M&A consolidations, Hypercare and Day 1 support. We are also globally partnered with some of some of the Top Accounting, Advisory and Audit firms. THE ROLE We have an urgent contract opening for a Sr Plex Finance, Costing & Manufacturing Consultant Position Summary Plex Finance and Costing Consultant to lead a strategic assessment and optimization engagement for a metal stamping manufacturer. The consultant will perform a deep dive into Plex financial operations, inventory accounting, purchasing transactions, costing, PPV, SCAR, month-end closing, and financial reporting while identifying root causes behind earnings volatility and recommending best-practice solutions. This role requires a consultant who combines strong Plex expertise with hands-on manufacturing accounting experience and the ability to explain complex Plex transaction flows to finance, accounting, and operations teams. Responsibilities Assessment & Discovery • Review Plex finance and costing configurations, • Analyze current month-end procedures, • Document end-to-end transaction flows, • Review custom reporting landscape, • Evaluate reporting and analytics processes Manufacturing Accounting • Assess inventory valuation methodologies, • Review standard costing practices, • Analyze production cost allocation, • Evaluate gross margin reporting, • Review COGS calculations Variance Analysis • Analyze PPV configuration and transactions, • Investigate significant monthly variances, • Evaluate SCAR accounting impacts, • Review supplier pricing and blanket order effects, • Validate inventory adjustment practices Process Improvement • Develop reconciliation framework, • Design close process improvements, • Recommend control enhancements, • Create best-practice operating procedures, • Reduce manual reporting dependencies Knowledge Transfer • Train finance and accounting teams, • Explain Plex transaction flows, • Document future-state procedures, • Establish governance processes Required Experience Plex ERP • 7+ years of Plex ERP experience, • Deep expertise in:, • Accounting, • Costing, • Inventory, • Purchasing, • Production Tracking, • Financial Reporting Manufacturing Accounting Strong expertise in: • Standard Costing, • Manufacturing Finance, • Inventory Valuation, • General Ledger Reconciliation, • Purchase Price Variance, • Cost of Goods Sold, • Gross Margin Analysis, • Month-End Close Consulting Skills • Assessment and gap analysis, • Root cause investigation, • Process design, • Finance transformation, • Executive communication, • Workshop facilitation, • Documentation and training Preferred Experience • Metal stamping manufacturing, • Automotive suppliers, • Steel processing, • Coil inventory management, • Material depletion accounting, • Scrap accounting, • Multi-plant Plex environments, • SCAR reporting, • Microsoft Fabric, • AP Automation, • EDI integrations, • Manufacturing KPI reporting Ideal Candidate Profile The ideal consultant is not simply a Plex functional resource. They are a seasoned Plex Manufacturing Finance & Costing SME capable of: • Diagnosing complex inventory and cost accounting issues, • Explaining the relationship among inventory, PPV, COGS, SCAR, and earnings, • Tracing transactions from the shop floor to the financial statements, • Identifying root causes of reporting volatility, • Developing practical remediation plans, • Implementing manufacturing accounting best practices, • Providing hands-on coaching to finance and operations teams Preferred Titles: • Plex Finance Solution Architect, • Plex Costing Lead, • Plex Manufacturing Accounting SME, • Plex ERP Functional Architect, • Plex Manufacturing Finance Consultant, • Plex Manufacturing Cost Accounting Consultant, • Plex ERP Finance Lead, • Manufacturing Controller with Plex Expertise Target Outcome: Deliver a comprehensive assessment, gap analysis, remediation roadmap, and best-practice finance framework that improves reporting accuracy, stabilizes month-end close processes, increases confidence in financial results, and enables Client to fully leverage its Plex investment. Part-time candidates are welcome to apply as this role is consultative in nature.

Oversee the accurate and timely accounting and reporting of a diverse investment portfolio. Partner with Finance, Treasury, Investment Management, Actuarial, Operations, and external auditors to ensure investment activity is accurately recorded and reported in compliance with Statutory Accounting Pr

Company - Our client is a leading media and entertainment technology company whose solutions power professional film, television, news, music, and live-production workflows around the world. Its technology is trusted by award-winning creators and major media organizations, with continued investment in cloud, AI, and next-generation content production. Job Title - Sr. Director, Finance Systems Location - Fully remote (Candidates must be located in the Eastern United States or Canada) Role Type - Direct Hire Must Have Skills: • Expert-level NetSuite ERP and NetSuite Planning & Budgeting (NSPB) expertise, with the ability to serve as the primary technology leader for both platforms, • Experience with RevPro and/or NetSuite ARM, • Strong finance systems and process expertise spanning reporting, planning, forecasting, revenue recognition, controls, auditability, and financial operations, • 5+ years of people leadership experience managing technical/engineering teams, including both FTEs and contingent resources, • Proven delivery discipline across SDLC/agile practices, multiple concurrent workstreams, roadmap execution, and balancing strategic initiatives with quick wins, • Eager, self-starting leadership style with the ability to operate effectively in a fast-paced, PE-backed environment and partner across functions and geographies Responsibilities and Job Details: • Own the delivery, optimization, and ongoing evolution of our client’s core finance technology ecosystem, with primary accountability for NetSuite ERP and NSPB, • Develop and execute against a multi-year Finance Systems vision and roadmap aligned with business priorities, • Lead and develop a team of approximately 2–3 FTE and contingent technical resources, • Partner closely with Accounting, FP&A, Revenue, Finance Operations, Business Applications, Data & Analytics, Technology/Engineering, Sales, Operations, and Product, • Oversee finance-related integrations and data flows across NetSuite, Salesforce, Snowflake, RevPro/Zuora, Concur, and middleware/iPaaS platforms, • Ensure finance systems deliver strong reliability, performance, security, governance, data integrity, controls, auditability, and compliance, • Translate complex finance and business process requirements into practical, scalable technology solutions, • Drive predictable execution across multiple workstreams using disciplined SDLC and agile delivery practices, • Balance longer-term strategic transformation initiatives with quick wins that generate immediate business value, • Provide clear, transparent communication to stakeholders regarding priorities, progress, risks, dependencies, and trade-offs, • Develop and elevate team capabilities through coaching, role optimization, targeted training, and thoughtful hiring, • Bring 10+ years of enterprise finance systems, business applications, or related experience within SaaS, technology, or another digitally driven environment

Director of Information Technology Flying Horse Capital | Dallas, TX (Remote U.S. considered) | Full-Time About Flying Horse Capital Flying Horse Capital is a Dallas-based permanent capital firm that acquires and holds founder- and family-owned lower-middle-market businesses. Unlike traditional private equity, we have no exit timeline. We buy good companies from owners who care about what happens after they sell, preserve the legacy they built, and invest in the people, processes, and systems that allow those businesses to thrive for decades. Our portfolio currently includes two operating companies, with a third acquisition under LOI. We expect to continue acquiring businesses over the coming years, and we are building the shared infrastructure needed to support that growth. The Opportunity Every company we have acquired, and the one we are acquiring now, came to us without a true in-house IT function. Historically, IT was handled by outside providers, a part-time vendor, or whoever in the office "knew computers." Systems were often outdated, undocumented, and built up piecemeal over many years. Since acquiring our first two businesses, we have upgraded their core systems and engaged an outsourced partner for support. That approach has served us well at our current size. As we grow, we are bringing the function in-house. You will be Flying Horse Capital's first true IT hire. You will own technology across the entire portfolio, support our companies directly, and build a shared-service IT function that serves every business we own today and every business we acquire in the future. This is a hands-on role. You will set strategy, and you will also configure the firewall, onboard the new hire's laptop, and sit with the office manager to walk through a new system. We need a builder and a doer who is energized by starting from zero. What Makes This Role Different • You are building, not inheriting. There is no existing IT department, playbook, or team. You will design the function, the standards, and the operating model., • You will work across multiple companies. Each portfolio company has its own culture, history, and technology environment. You will bring consistency without losing sight of what each business needs., • Budgets are real. Our companies are lower-middle-market businesses. Every dollar matters, and every investment must earn its place. We need someone who knows how to get the most out of limited resources., • Change management is half the job. Many employees have used the same systems and processes for years. Success depends on earning trust and bringing people along, not simply deploying technology., • The horizon is long. We are not building for a three-to-five-year exit. We want someone who will help build this with us for the next 10 to 20 years. Key Responsibilities IT Strategy and Shared-Service Build • Develop and execute a multi-year IT strategy for Flying Horse Capital and its portfolio companies, • Design a shared-service IT operating model that scales efficiently as we add companies, • Define portfolio-wide technology standards for hardware, software, security, and support, • Determine which services should be in-house, shared across companies, or outsourced, and build the roadmap to get there, • Build the IT function over time, including future hiring, as the portfolio grows, • Serve as the primary technology advisor to FHC leadership and portfolio company CEOs and CFOs Infrastructure and Operations • Own networks, servers, cloud environments, endpoints, telecom, printers, and connectivity across all company sites, • Manage Microsoft 365 or Google Workspace environments, including email, file storage, collaboration, and licensing, • Implement and maintain identity and access management, including single sign-on and multi-factor authentication, • Establish reliable backup, disaster recovery, and business continuity plans for each company, • Standardize device procurement, deployment, and lifecycle management, • Create and maintain documentation for systems, configurations, network diagrams, and procedures, often for the first time Cybersecurity and Risk Management • Assess each company's security posture and close the most critical gaps first, • Implement foundational controls: MFA, endpoint protection, patch management, email filtering, and access reviews, • Develop IT policies covering acceptable use, access, data retention, and incident response, • Lead security awareness training for employees across the portfolio, • Coordinate with insurance carriers on cyber insurance requirements and renewals, • Support compliance requirements specific to individual portfolio companies as needed Business Systems and Applications • Evaluate, select, and implement business systems including ERP, accounting, CRM, field service, inventory, and HR/payroll platforms, • Partner with finance teams on system implementations, data migration, and reporting, • Identify opportunities to consolidate or standardize applications across companies where it makes sense, • Manage integrations between systems and reduce manual workarounds, • Evaluate practical applications of automation and AI tools that improve productivity without adding unnecessary complexity M&A Technology Diligence and Integration • Conduct IT due diligence on acquisition targets, identifying risks, required investments, and integration costs, • Build and refine a repeatable IT integration playbook for newly acquired companies, • Lead Day 1 readiness and post-close technology onboarding, including account migration, security hardening, and vendor transition, • Assess inherited vendors, contracts, and licenses at each new company and rationalize where appropriate, • Lead the IT integration of our third acquisition as an early priority Vendor, Contract, and Budget Management • Manage current outsourced IT providers and lead the transition of services in-house over time, • Negotiate and manage contracts with software, hardware, telecom, and managed service vendors, • Develop and own IT budgets for each portfolio company and for the shared-service function, • Track IT spend, identify savings, and eliminate redundant or underused tools and subscriptions, • Present investment recommendations with clear costs, benefits, and priorities End-User Support • Provide hands-on support to employees across all companies, both remotely and on site, • Establish a help desk process, ticketing system, and service expectations, • Manage onboarding and offboarding of employees, including accounts, devices, and access, • Build self-service resources and train employees to use their tools effectively Leadership and Change Management • Build trust with owners, operators, and employees who may be skeptical of change, • Communicate technology decisions in plain business terms, • Plan and lead implementations with realistic timelines, training, and support, • Respect each company's culture and history while raising the standard over time Your First Year First 90 Days • Meet leadership and key employees at each portfolio company and at FHC, • Complete an IT assessment of each company covering infrastructure, security, systems, vendors, contracts, and spend, • Identify and address the highest-priority security and operational risks, • Take ownership of the relationship with our outsourced IT provider, • Begin IT diligence and integration planning for our third acquisition First Year • Deliver a portfolio-wide IT strategy and shared-service roadmap, • Establish baseline security standards across all companies, • Complete technology integration of the third acquisition, • Stand up a help desk process and consistent support model, • Document systems and environments for every company, • Deliver a repeatable IT diligence and integration playbook for future acquisitions Longer Term • Operate a mature shared-service IT function supporting a growing portfolio, • Reduce dependence on outside providers where it creates value, • Hire and develop additional IT team members as the portfolio grows, • Make technology a competitive advantage for our companies and a reason sellers choose Flying Horse Capital Qualifications Required • 8+ years of progressive IT experience, including leading the IT function for one or more small to mid-sized businesses, • Proven hands-on technical skills across networking, infrastructure, cloud, endpoints, and security, • Track record implementing new systems in organizations with limited or no prior IT structure, • Experience working within constrained budgets and delivering practical, cost-effective solutions, • Experience managing managed service providers and technology vendors, • Strong working knowledge of Microsoft 365 and/or Google Workspace, Active Directory or Entra ID, and cloud platforms, • Excellent communication skills with both technical and non-technical audiences, • Willingness to travel to Dallas HQ and portfolio company sites Preferred • Experience in private equity, family office, holding company, or multi-entity environments, • Experience leading IT due diligence and post-acquisition integration, • ERP selection and implementation experience, • Background in industries such as industrial services, manufacturing, distribution, construction, or home services, • Relevant certifications such as CompTIA, Microsoft, Cisco, ITIL, CISSP, or Security+, • Experience building an IT function from the ground up Who You Are • A builder. You see a blank page as an opportunity, not a problem., • A doer. You are comfortable rolling up your sleeves and fixing things yourself., • Resourceful. You know how to solve problems without an unlimited budget., • Patient and persuasive. You understand that people adopt change when they trust the person leading it., • Organized. You bring structure, documentation, and discipline to messy environments., • Humble and accountable. You own outcomes and put the business ahead of ego., • Long-term minded. You want to build something lasting and grow with it. Location and Travel We will consider the best candidates anywhere in the United States. Preference will be given to candidates based in the Dallas-Fort Worth or Austin metro areas. This role requires regular travel to our Dallas headquarters and portfolio company sites, with additional travel during acquisitions and major implementations. Compensation • Competitive base salary, • Annual performance bonus, • Equity participation, • Opportunity to co-invest alongside Flying Horse Capital in future investments Why Flying Horse Capital • Be the first IT hire and shape the function from day one, • Build a shared-service model across a growing portfolio of businesses, • Work directly with firm leadership and portfolio company executives, • Share in the long-term value you help create through equity and co-investment, • Join a firm built on permanence, integrity, and respect for the businesses and families we partner with We are looking for someone to build this with us for the next 10 to 20 years.

Oversee investment operations, including investment data, security setup, transaction processing, portfolio activity, and record accuracy across systems and reporting platforms. Analyze and resolve complex investment data issues impacting accounting, performance measurement, reporting, and portfolio

Do you get excited about helping a global organization unlock the full potential of OneStream while driving meaningful finance transformation initiatives? If so, we'd love to hear from you! We are seeking a OneStream leader for our client, who is a global leader in the transportation and industrial technology sector, providing innovative equipment, systems, digital solutions, and value-added services that support critical infrastructure across freight transportation, transit, logistics, industrial, and related markets. Known for its engineering excellence, operational scale, and commitment to innovation, the company operates globally and continues to invest heavily in technology-driven transformation initiatives. The Opportunity Our client is seeking a highly experienced OneStream leader to become the organization's internal authority for OneStream strategy, platform expansion, and finance transformation initiatives. The organization successfully implemented OneStream for core financial consolidation and account reconciliation processes and is now focused on expanding the platform's capabilities across forecasting, budgeting, planning, reporting, analytics, automation, and broader finance transformation initiatives. This newly created and highly visible role offers a unique opportunity to shape the future direction of OneStream across a complex global enterprise. The successful candidate will help define the platform roadmap, identify new business capabilities, reduce reliance on external consulting resources, and drive greater value from the organization's OneStream investment. You will serve as the bridge between Finance and IT, partnering directly with Finance leadership to define platform strategy, evaluate future capabilities, and maximize the value of the organization's OneStream investment. Key Responsibilities • Serve as the organization's primary OneStream subject matter expert and strategic advisor., • Partner closely with Finance leadership, FP&A teams, Accounting, and IT stakeholders to identify opportunities for process improvement and platform expansion., • Develop and own the long-term roadmap for OneStream capabilities and enhancements., • Evaluate and recommend solutions that support budgeting, forecasting, planning, management reporting, analytics, automation, and emerging AI-enabled capabilities., • Translate business requirements into scalable solution designs, technical specifications, implementation plans, and architecture recommendations., • Lead solution architecture discussions and provide guidance on best practices, platform capabilities, and future-state design., • Collaborate with existing OneStream developers, administrators, and technical teams to deliver business solutions., • Design and support integrations between OneStream and ERP, financial, and enterprise systems., • Drive adoption of advanced OneStream functionality including dashboards, business rules, workflows, reporting, and Marketplace solutions., • Support M&A integration initiatives and help ensure scalable financial systems architecture., • Provide governance, controls, security, and compliance support when needed., • Serve as a trusted advisor capable of influencing stakeholders and helping Finance leaders understand the full potential of the platform., • Maintain the ability to be hands-on when necessary, providing guidance, troubleshooting, configuration support, and technical expertise. What Success Looks Like In the first 12 months, this individual will: • Become the company's recognized internal OneStream expert., • Establish trusted partnerships across Finance and IT organizations., • Identify and implement opportunities to expand OneStream capabilities., • Improve forecasting, budgeting, and planning processes., • Create and execute a strategic roadmap for future platform growth., • Deliver measurable value by reducing manual processes and increasing platform adoption., • Help the organization maximize its investment in OneStream while reducing dependence on external consulting support. Required Qualifications • Bachelor's degree in Finance, Accounting, Information Systems, Computer Science, or a related field., • 5+ years of experience supporting OneStream, EPM, CPM, finance technology, or enterprise financial systems., • Strong hands-on experience with OneStream architecture, configuration, reporting, workflows, metadata, security, dashboards, business rules, and integrations., • Experience supporting financial consolidation, close, planning, budgeting, forecasting, FP&A, and management reporting processes., • Proven ability to translate business requirements into practical and scalable technology solutions., • Strong understanding of enterprise financial systems architecture, governance, controls, integrations, and data management., • Exceptional communication and stakeholder management skills., • Ability to engage effectively with executives, finance leaders, technical teams, and business partners. Preferred Qualifications • Previous experience as a OneStream Architect, Solution Architect, Lead Consultant, Principal Consultant, Product Owner, Finance Systems Lead, or similar role., • OneStream certification(s)., • Experience expanding OneStream beyond consolidation into planning, forecasting, reporting, analytics, and automation., • Experience with OneStream MarketPlace solutions, business rules, custom development, dashboards, and advanced calculations., • ERP integration experience., • SOX, audit, controls, security, and governance experience., • Experience in large, global, multi-entity, and multi-currency organizations., • Manufacturing, industrial, transportation, or complex enterprise industry experience preferred. Ideal Candidate Profile The ideal candidate combines: • Deep OneStream expertise, • Strong FP&A and finance process knowledge, • Strategic consulting capabilities, • Executive-level communication skills, • Solution architecture experience, • Hands-on technical credibility This individual should be comfortable advising senior leaders on the "art of the possible" while also possessing the practical experience needed to guide implementation teams and occasionally step into technical problem-solving when required. Location & Compensation • Preferred Location: Pittsburgh, PA or Fort Worth, TX, • Relocation Assistance Available, • Hybrid Work Schedule, • Exceptional "remote" candidates outside the market willing to travel regularly to Pittsburgh may also be considered., • Competitive base salary, annual 20% bonus opportunity, and comprehensive benefits package.

This is a unique sales leadership opportunity within the East Coast's largest low-acid aseptic beverage manufacturing operation with industry leading plant-based beverage R&D and manufacturing technologies. You will be charged with leading Sales for low-acid aseptic contract manufacturing operations alongside innovative plant-based ingredients and ingredient bases. This is a key growth position serving on the site leadership team within a 600+ person company experiencing rapid client growth, manufacturing expansion and increased production capabilities. It’s also an exciting opportunity to contribute to the rapid manufacturing of low acid aseptic products including almond & plant-based milks, coffee creamers, protein shakes, RTD coffees, smoothies, medical nutrition and low-acid aseptic beverage categories. You will be also be charged with overseeing the following activities. • Driving sales by calling on major food, nutritional foods, large beverage, medical nutrition and emerging beverage client companies seeking low-acid aseptic Contract manufacturing and co-packing capabilities., • Working alongside Business Development and Marketing teams to ensure continuation and growth of revenue generation through the selling Contract manufacturing and co-packing capabilities for manufacturing and packaging operations., • Driving the sales of unique and innovative plant-based ingredients and ingredient bases derived from grains, nuts and seeds., • Identifying new business opportunities for customer co-investment into new manufacturing categories, line extensions and new packaging types., • Working with site leadership to ensure the attainment of revenue and profit goals with responsibility for profit/loss and the achievement of current and long-range objectives., • Developing the vision and direction of the low acid aseptic beverage manufacturing and operational strategy in conjunction with the company’s long-term vision., • Working collaboratively with R&D, Supply Chain and Manufacturing teams to ensure smooth manufacturing processes supporting clients’ low acid aseptic manufacturing operations., • Effectively opening and closing sales cycles through qualifying, presenting, proposing, closing and managing key accounts. Desired Skills & Experience • BS, MS or Ph.D. in Food Science, Nutrition, Biology, Chemistry, Microbiology, Engineering or related Scientific/Engineering field. BS in Business or MBA a plus., • 10+ years of successful Sales experience selling low-acid aseptic foods, complex foods, nutritional foods or medical nutrition Contract manufacturing and co-packing capabilities., • Experience selling to clients and customers manufacturing low acid aseptic products including Almond & Plant Based Milks, Coffee Creamers, Protein Shakes, RTD Coffees, Smoothies or Medical Nutrition products., • Entrepreneurial, visionary and strategic leadership experience with the ability to work within a dynamic fast paced ultra-innovative environment., • Exceptional Business Operations, Capital Project Management and Financial Management expertise with demonstrated P&L oversight, forecasting, budgeting and accounting experiences., • Exceptional phone, electronic, and in-person Sales expertise with the ability to develop targeted prospect lists, sales contacts and manage sales efforts within a CRM system., • Ability to travel extensively to visit clients, attend conferences and work on-site in Buffalo, NY manufacturing plant during client meetings. Close proximity to a major airport preferred. Company Description This position is within a Buffalo Area natural products and nutritional foods spinoff company backed by a major CPG, Dairy and Nutritional Products Manufacturer. It is an incredible opportunity to get on board within an ultra-innovative, fast paced and friendly entrepreneurial environment with an exciting portfolio of new product launches.

The Opportunity My client is seeking a commercially minded Analyst, Business Development to support the continued growth of a middle market M&A advisory practice. You will work with qualified inbound business-owner opportunities, help assess strategic goals and transaction readiness, and support the process of converting strong-fit prospects into signed sell-side advisory engagements. This role blends business development, client qualification, and analytical judgment. You will help organize and advance opportunities through the sales process, communicate clearly with founders and senior executives, maintain accurate pipeline data, and partner with senior bankers to ensure qualified clients move into transaction execution with strong context and alignment. What You Will Do • Engage with pre-qualified inbound business-owner opportunities and support initial advisory conversations., • Gather and organize information on each company, owner priorities, transaction goals, timing, and valuation expectations., • Assess fit and transaction readiness while helping communicate the firm’s sell-side M&A process, positioning, deliverables, and client experience., • Build credibility with founders and senior executives through thoughtful questions, responsive follow-up, and professional communication., • Support conversations around timing, fees, valuation, confidentiality, and the advisory process., • Help advance qualified opportunities through discovery, follow-up, proposal discussions, and engagement-letter execution., • Maintain accurate CRM notes, pipeline stages, forecasts, next steps, and conversion reporting., • Partner with senior bankers on client handoffs and provide feedback on lead quality, client sentiment, market conditions, and messaging. What You Bring • Experience in business development, consultative B2B sales, financial services, advisory work, or a related client-facing role., • Strong business acumen and the ability to communicate professionally with founders, business owners, and C-suite decision-makers., • Excellent research, discovery, organization, written communication, and relationship-management skills., • Analytical judgment with the ability to evaluate client needs, transaction readiness, and next-step priorities., • Exposure to M&A, investment banking, private equity, finance, consulting, accounting, brokerage, or professional services is preferred., • Comfort with performance targets, accountability, and a 100% commission-only compensation model., • Available to work remotely from 9:00 AM to 5:00 PM Central Time., • Must be based in the United States. Why Join You will work with qualified inbound opportunities, gain direct exposure to middle market M&A conversations, collaborate with experienced deal professionals, and have uncapped earning potential tied directly to the advisory engagements you help advance and secure.

The Opportunity My client is seeking a commercially driven Sales + Business Development professional to help grow a middle market M&A advisory practice by converting qualified inbound opportunities into signed sell-side advisory engagements. You will work directly with founders and privately held business owners who are evaluating a sale, recapitalization, liquidity event, or other strategic alternatives. This is a consultative, relationship-driven role requiring strong business judgment, executive-level communication, and disciplined follow-through. You will lead prospective clients through the early advisory and decision-making process, assess transaction readiness and fit, communicate the value of professional M&A representation, and create the confidence needed to move forward with an engagement. What You Will Do • Engage with qualified inbound business owners exploring a sale, recapitalization, or other strategic transaction., • Lead consultative discovery conversations to understand company background, owner objectives, timing, valuation expectations, and decision criteria., • Assess transaction readiness, strategic alignment, and overall fit for the firm’s sell-side M&A advisory services., • Present the firm’s M&A process, capabilities, positioning, deliverables, and value proposition in clear and credible language., • Build strong relationships with founders, entrepreneurs, and senior executives throughout the decision-making process., • Address questions and concerns related to valuation, timing, fees, confidentiality, market conditions, and the advisory process., • Create momentum through strategic follow-up, clear next steps, and consistent communication., • Advance qualified opportunities from initial consultation through proposal discussions and signed engagement letters., • Maintain accurate CRM records, pipeline stages, forecasts, follow-up activity, and conversion reporting., • Collaborate with senior bankers to ensure a seamless transition of newly engaged clients into transaction execution., • Provide feedback on lead quality, client sentiment, market conditions, messaging, and opportunities to improve conversion. What You Bring • Proven experience in consultative B2B sales, business development, high-ticket sales, financial services, or professional advisory services., • Demonstrated ability to close complex, high-value engagements involving multiple conversations and sophisticated decision-makers., • Strong discovery, presentation, negotiation, objection-handling, and relationship-building skills., • Executive presence and the ability to communicate credibly with founders, business owners, and C-suite executives., • Strong business acumen with the ability to understand privately held companies, owner objectives, and transaction considerations., • Disciplined pipeline management, follow-up habits, organization, and accountability in a remote environment., • Comfort working within a performance-driven, commission-only compensation structure., • Experience in M&A, investment banking, private equity, business brokerage, finance, consulting, accounting, wealth management, or related professional services is preferred., • Full-time remote availability from 9:00 AM to 5:00 PM Central Time. Why Join You will work with qualified inbound opportunities, engage directly with accomplished business owners at pivotal moments, collaborate with experienced M&A professionals, and have uncapped earning potential tied directly to the advisory engagements you help secure.

Senior Accountant 100% Remote Location: 100% Remote, Tristate Area (NY, NJ, CT) preferred Travel: Occasional meetings at neutral locations Compensation: $110,000 - $150,000 base salary, plus bonus potential Employment Type: Full-Time Position Summary A private investment and family office is seeking a highly experienced Senior Accountant to manage accounting activities across a complex, multi-entity environment. This is a 100% remote opportunity with occasional in-person meetings at neutral locations. The role will oversee accounting for numerous family-owned entities, investments, and assets, with varying levels of transaction activity. The ideal candidate is a hands-on accounting professional with strong month-end close, closing entries, reconciliations, and multi-entity accounting experience. The ability to work effectively with outside CPAs, tax professionals, vendors, and other advisors is essential. Family office experience is ideal but not required. Candidates with backgrounds in public accounting, hedge funds, investment management, private investment firms, or other complex multi-entity environments are encouraged to apply. Key Responsibilities • Manage day-to-day accounting and general ledger activities across multiple legal entities., • Prepare and post month-end closing entries and perform account reconciliations., • Manage monthly and year-end close processes., • Maintain accurate accounting records across entities with varying levels of activity., • Track and account for investments, real estate, personal assets, and other holdings., • Coordinate with outside CPAs, tax advisors, vendors, and other external professionals., • Provide outside tax professionals with accurate financial information and supporting documentation., • Assist with tax-related accounting and reporting., • Research and resolve accounting discrepancies., • Maintain supporting schedules and documentation for entities, investments, and assets., • Assist with financial reporting, cash management, and other accounting projects., • Support the Controller and ownership with special projects and ad hoc financial analysis., • Maintain a high level of confidentiality when handling sensitive financial information. Qualifications • 5+ years of progressive accounting experience., • Strong experience with month-end close, closing entries, and account reconciliations., • Demonstrated experience working directly with outside CPAs and tax professionals., • CPA strongly preferred., • QuickBooks Desktop experience., • Strong Excel and accounting systems skills., • Experience managing accounting for multiple legal entities., • Excellent organizational and communication skills., • Ability to work independently and manage multiple priorities in a fully remote environment., • Strong attention to detail, discretion, and professionalism. Preferred Experience • Family office accounting., • Hedge fund or investment management accounting., • Public accounting., • Tax accounting or tax-related experience., • Accounting for real estate, investments, or other non-traditional assets., • CPA or active CPA license. We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

A leading SEC-registered institutional real estate investment advisory firm, serving pension funds and other institutional investors, is hiring a Portfolio Controller (VP level) based in Denver, CO. This newly created role will lead accounting, fund administration, and portfolio reporting across the firm's institutional separate accounts and joint ventures, serving as the primary finance partner to the Portfolio Management team — including taking the lead on a live property accounting systems implementation (RealPage). What You'll Do • Lead the Team: Build, mentor, and scale a high-performing accounting and reporting team supporting institutional portfolios., • Own Fund Administration: Coordinate capital calls, distributions, waterfall reviews, and quarterly reporting cycles across multiple investment managers., • Drive Financial Reporting: Lead quarterly portfolio accounting and consolidate property- and manager-level data into client-ready reporting packages., • Review Performance & Valuation: Oversee NAV, GAV, and performance metrics, resolving valuation discrepancies across managers and accounting providers., • Lead a Systems Implementation: Take the reins on a live transition to a new property accounting platform, including chart-of-accounts design in partnership with an outside implementation consultant., • Manage External Relationships: Serve as the primary accounting contact for investment managers, institutional clients, and third-party providers., • Improve Systems & Process: Standardize chart-of-accounts mapping and drive data governance, documentation, and automation across the platform. Requirements • Bachelor's degree in Accounting or Finance; CPA strongly preferred, • 10+ years of progressive real estate investment accounting, fund administration, or private equity real estate experience, • Direct, hands-on accounting experience gained while working inside a real estate investment company or fund, • Experience with institutional separate accounts and/or programmatic joint ventures, • Advanced Excel skills; RealPage, Yardi, MRI, Pereview, or comparable platform experience a strong plus, • Strong knowledge of GAAP, NAV methodologies, and waterfall/promote calculations, • Based in (or willing to relocate to) Denver, CO or Los Angeles, CA; hybrid schedule (in-office 3 days/week) with 4 weeks of full remote flexibility

Title: Director of M&A Integration Location: Remote + Travel Position Overview We are seeking an experienced and strategic Director of Mergers & Acquisitions (M&A) to lead and execute acquisition and investment initiatives that support the company's long-term growth objectives. This individual will play a critical role in identifying potential acquisition targets, evaluating strategic opportunities, conducting financial analysis and due diligence, and managing transactions from initial evaluation through closing and integration. The ideal candidate will possess strong financial acumen, transaction execution experience, and the ability to collaborate with senior leadership and cross-functional teams to drive successful M&A outcomes. Key Responsibilities • Lead the end-to-end M&A process, including target identification, evaluation, valuation, due diligence, negotiation, transaction execution, and post-acquisition integration planning., • Identify and assess potential acquisition targets and strategic investment opportunities aligned with corporate growth objectives., • Develop comprehensive financial models, including discounted cash flow (DCF), comparable company analysis, precedent transactions, and accretion/dilution analysis., • Conduct financial, operational, and strategic due diligence to evaluate transaction risks, synergies, and potential returns., • Partner closely with executive leadership to develop and execute the company's M&A strategy., • Prepare investment presentations, transaction recommendations, and financial analyses for senior management, executive committees, and the Board of Directors., • Coordinate with internal stakeholders, including Finance, Accounting, Legal, Tax, Operations, and Human Resources, throughout the transaction lifecycle., • Manage relationships with external advisors, including investment bankers, legal counsel, consultants, and other transaction partners., • Support transaction structuring, negotiations, and the development of letters of intent, purchase agreements, and other transaction documentation., • Evaluate potential acquisition synergies, integration opportunities, and financial and operational risks., • Monitor industry trends, competitive dynamics, and market conditions to identify strategic growth opportunities., • Support post-acquisition integration planning and track transaction performance against financial and strategic objectives. Qualifications • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field; MBA or CFA preferred., • 8–12+ years of progressive experience in mergers and acquisitions, corporate development, investment banking, private equity, transaction advisory, or a related field., • Demonstrated experience executing M&A transactions, including financial modeling, valuation, due diligence, and deal structuring., • Strong understanding of corporate finance, financial statements, accounting principles, and transaction structures., • Advanced financial modeling and analytical skills, with proficiency in Microsoft Excel and PowerPoint., • Experience working directly with senior executives, external advisors, and cross-functional leadership teams., • Excellent communication, presentation, negotiation, and relationship-management skills., • Ability to manage multiple complex transactions and priorities in a fast-paced environment., • Strong business judgment, strategic thinking, and problem-solving capabilities., • Experience with both buy-side and sell-side transactions preferred., • Prior experience in a corporate development, private equity-backed, or acquisitive organization is a plus.

The Bonadio Group is currently seeking an Assurance Efficiency Center (AEC) Coordinator to support our Assurance Service Line. This is an opportunity to join a collaborative team focused on enhancing efficiency through standardized processes, technology, and operational support. The AEC works closely with audit engagement teams across the firm to perform a variety of audit-related procedures and support services that contribute to the successful execution of assurance engagements. • Participate in in-person and virtual training programs to develop technical and operational knowledge related to audit support services., • Collaborate with AEC team members and client-service professionals to complete assigned engagements and tasks., • Prepare and maintain audit workpapers and engagement files., • Assist with client portal setup, rollforward activities, and document request management through MyPortal., • Draft and update engagement letters, management representation letters, audit reports, and other engagement-related documents., • Perform financial statement and disclosure tie-outs, recalculations, and quality control procedures., • Map and document Service Organization Control (SOC) reports., • Perform standardized procedures in various audit areas, including:, • Journal entry testing, • Payroll testing, • Investment testing, • Confirmation processing and tracking, • Other substantive and compliance-related procedures as assigned, • Assist with preparation, organization, and review of client-provided documentation., • Utilize firm technology and automation tools to support efficient audit execution., • Maintain accurate status updates and communicate progress, questions, or issues to AEC leadership., • Collaborate with engagement teams to resolve questions and obtain necessary information., • Contribute to process improvement initiatives and the continued development of standardized AEC procedures., • Perform additional responsibilities and special projects as assigned., • Associate's degree required; degree in Accounting or a related field preferred. Candidates actively pursuing a bachelors degree in Accounting will also be considered., • Strong attention to detail and commitment to producing high-quality work., • Ability to manage multiple assignments and meet deadlines in a fast-paced environment., • Proficiency with Microsoft Office applications, particularly Excel and Word., • Ability to learn new technologies, audit software, and standardized processes. This is an hourly position and will be paid at the rate of $21.00 per hour. Hours of Operation: • Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday, • Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, with Flex Friday scheduling available in accordance with firm policy and business needs, • We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did! The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team. All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at (800) 487-7624 or careers@bonadio.com. EOE/AA Disability/Veteran

Job Title Director of Compliance Location Remote ETC Overview Energy Transition Capital Management ("ETC”) is a U.S.-based private equity firm investing in and developing critical American energy infrastructure. Our mission is to deliver market-leading, net, after-tax returns to investors through investment in highest-value U.S. energy infrastructure assets. With deep expertise across the U.S. power sector, ETC is positioned to deliver innovative energy solutions that create lasting economic, societal, and environmental impact, supporting the next century of America’s energy and economic leadership. The Role Energy Transition Capital Management LLC is seeking an experienced Director of Compliance to lead and oversee the firm's regulatory compliance program across its investment funds and management company. This individual will serve as the primary coordinator ("quarterback") for all compliance-related initiatives, including the registration of the investment manager as an adviser with the U.S. Securities and Exchange Commission (SEC), ongoing regulatory obligations, and the implementation of private fund adviser compliance policies and procedures. The ideal candidate has extensive experience working with private equity, private credit, or investment management firms and has successfully managed the SEC registration process for investment advisers and/or investment funds. This role requires exceptional project management skills, attention to detail, and the ability to coordinate effectively with executive leadership, outside counsel, fund administrators, auditors, and other third-party service providers. This position reports directly to the Chief Operating Officer and works closely with executive leadership, outside counsel, fund administrators, auditors, and other strategic partners to ensure the firm maintains the highest standards of regulatory compliance. Key Responsibilities • Lead and manage the firm's SEC registration process, coordinating all workstreams from planning through successful registration., • Serve as the primary point of contact for all regulatory compliance matters relating to the investment adviser and its private funds., • Develop, implement, and maintain the firm's compliance program, policies, procedures, and internal controls., • Coordinate with outside legal counsel, compliance consultants, auditors, fund administrators, and regulatory agencies., • Manage ongoing compliance obligations under the Investment Advisers Act of 1940 and other applicable federal and state securities regulations., • Prepare and maintain required regulatory filings, including Form ADV and other SEC filings., • Monitor regulatory developments and recommend updates to internal policies and procedures to ensure continued compliance., • Oversee annual compliance reviews, risk assessments, testing programs, and internal audits., • Maintain compliance calendars and ensure timely completion of regulatory reporting and filing deadlines., • Assist with the development and maintenance of the firm's Code of Ethics, personal trading policies, insider trading procedures, and employee compliance training., • Coordinate compliance due diligence requests from current and prospective investors., • Support fundraising efforts by assisting with regulatory disclosures and compliance-related documentation., • Partner with Finance, Operations, Investor Relations, and executive leadership to integrate compliance into firm operations., • Maintain complete and accurate compliance records in accordance with SEC recordkeeping requirements., • Identify compliance risks and proactively develop practical solutions to mitigate regulatory exposure. Qualifications • Bachelor's degree in Finance, Accounting, Business, Economics, Legal Studies, or a related field., • 7+ years of compliance experience within an SEC-registered investment adviser, private equity firm, hedge fund, asset manager, law firm, or compliance consulting firm., • Demonstrated experience managing or playing a lead role in SEC registration for an investment adviser or private fund., • Strong knowledge of the Investment Advisers Act of 1940, SEC regulations, and private fund compliance requirements., • Experience preparing and maintaining Form ADV and related regulatory filings., • Familiarity with private equity fund structures, fundraising processes, and investor due diligence., • Experience working with external counsel, auditors, and fund administrators., • Strong project management skills with the ability to manage multiple concurrent priorities., • Exceptional organizational skills and meticulous attention to detail., • Excellent written and verbal communication skills., • High level of integrity, discretion, and sound professional judgment. Preferred Qualifications • Certified Regulatory and Compliance Professional (CRCP), Certified Public Accountant (CPA), Juris Doctor (JD), or similar professional credential preferred., • Experience supporting private equity, infrastructure, energy, or renewable energy investment platforms., • Experience with SEC examinations or regulatory audits., • Familiarity with anti-money laundering (AML), Know Your Customer (KYC), Office of Foreign Assets Control (OFAC), and Environmental, Social, and Governance (ESG) compliance frameworks., • Experience implementing compliance technology and monitoring systems. Key Competencies • Regulatory expertise, • Project management, • Risk assessment, • Process improvement, • Cross-functional collaboration, • Strategic thinking, • Sound judgment, • Attention to detail, • Communication and stakeholder management, • Ability to work independently while managing multiple complex initiatives Compensation • Compensation is competitive and based on experience., • Salary plus performance-based bonus, • Competitive healthcare, dental, and 401(K) matching packages Contact • Please send cover letter and resume to

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. The Credit Analyst III is an advanced individual-contributor role responsible for analyzing and underwriting more complex commercial loan relationships. This role operates with a high level of independence on assigned credits and produces near-final analytical work product, while recognizing that final conclusions, priorities, and escalation decisions reside with Senior Credit Analysts, Credit Officers, or credit management. This role supports sound credit decision-making through strong analysis, documentation, and risk awareness. Essential Responsibilities: • Independently analyze and underwrite complex commercial credit relationships, including multi-entity structures, multiple guarantors, and layered debt., • Prepare comprehensive, well-documented credit memoranda for new credit requests, renewals, modifications, and annual reviews., • Perform advanced financial analysis, including global cash flow, trend analysis, and stress or sensitivity considerations., • Identify key credit risks, structural weaknesses, and mitigating factors, clearly documenting assumptions and conclusions., • Recommend appropriate loan structures, covenants, collateral, and guarantor support consistent with credit policy., • Support Credit Officers and relationship managers on complex transactions through timely and accurate credit analysis., • Monitor assigned loan relationships for covenant compliance, financial reporting, and emerging risk indicators., • Participate in deal-structuring discussions and internal credit reviews as requested., • Accompany relationship managers on customer calls, as appropriate, to support financial discussions, clarify credit information, and gain understanding of borrower operations., • Apply credit policies, underwriting standards, and documentation requirements consistently., • Assist with risk rating assignments and ongoing evaluation of rating appropriateness., • Identify situations requiring escalation due to complexity, elevated risk, or structural concerns., • Coordinate with Senior Credit Analysts or credit management on credits requiring additional oversight or direction., • Ensure credit analyses and files are complete, accurate, and defensible., • Provide analytical support for criticized and higher-risk commercial credits., • Assist with renewals, restructures, modifications, and exit strategy analysis under direction of credit leadership., • Support monitoring and action plans for problem relationships., • Contribute to analytical consistency, accuracy, and sound credit practices within the credit function., • Participate in portfolio analysis, process improvement efforts, and credit-related initiatives., • Undertake special projects related to the job function, as determined by credit management., • Maintain current knowledge of commercial credit practices, borrower industries, and financial analysis techniques. Ancillary Duties: As an integral member of the Credit Department, this position is also responsible to provide assistance wherever necessary to help the Credit Department and the Bank in achieving their goals. Education, Training and Requirements: • BS or BA degree in Finance, Accounting, Business Administration, Economics or a related field plus specialized education in credit analysis and commercial lending. Skills: • Proficient reading, writing, grammar and mathematics skills; proficient interpersonal relations and communications skills; a thorough knowledge of: financial statement analysis, loan structuring, current laws/regulations applicable to commercial lending, and loan policies and procedures of the Bank; demonstrated management, supervisory and training skills. Well-developed project management skills; accomplish stated goals, and must be able to work productively with varying levels of management and staff. Requires a high degree of initiative and the ability to work independently with minimal supervision. Demonstrated experience evaluating complex, cash-flow-based commercial credit relationships. High proficiency with Microsoft Excel and Word. Experience: • Minimum of 6 years of experience in commercial credit analysis, underwriting, or a related banking role. Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department. Minimum USD $62,400.00/Yr. Maximum USD $88,000.00/Yr.

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities Our interns experience a wide range of opportunities during our in person summer internship program. We are looking for candidates who have an interest in the financial services industry and bring with them enthusiasm and passion for working in a fast-paced environment. • Completion of Sophomore or Junior year by June 2022 majoring in Accounting, Mathematics, Business, • GPA of 3.0 overall or 3.5 in Major is preferred, • Participation in appropriate activities outside of the classroom (e.g. work, intercollegiate or intramural athletics, business club, etc.), • Strong Analytical and Technical skills, • Excellent Communication skills, • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner Qualifications • Ability to use menu‐driven software in addition to Word and Excel programs, • Ability to work independently, • Good organizational and research skills, • Ability to manage multiple tasks efficiently, • Strong communication skills, • Committed to providing excellent customer service, • Be resourceful in supporting projects and tasks as needed, • Ability to work effectively and efficiently with team members, • All applicants must be 18 years of age or older

Job Description The Administrative Assistant performs diverse administrative responsibilities for various levels of staff within the company. This position coordinates various projects and prepares reports and information which may be of a highly confidential and critical nature, supporting the goals of local management, and of CorVel. This is a remote, temporary role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: • Answers phone calls, • Handles inquiries appropriately, • May open, read, prioritize, route and distribute incoming mail or other materials, • May coordinate, schedule, and maintain event calendars, including travel arrangements, customer appointments, meetings, conference calls, and room reservations, • Organizes and maintains document storage, • May create and prepare presentations, memos, reports, correspondence and miscellaneous projects, • May assist in basic accounting functions, • Additional duties as assigned KNOWLEDGE & SKILLS: • Excellent written and verbal communication skills, • Ability to work on several concurrent tasks and prioritize workload with minimal direction, • Ability to identify, analyze and solve problems, • Intermediate ability to utilize Microsoft applications, • Strong interpersonal, time management and organizational skills, • Ability to work both independently and within a team environment EDUCATION & EXPERIENCE: • High school diploma or equivalent, college degree preferred, • 1 – 2 years’ experience in administrative support roles PAY RANGE: CorVel uses a market based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time. For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process. Pay Range: $16.00 - $23.42 per hour A list of our benefit offerings can be found on our CorVel website: CorVel Careers | Opportunities in Risk Management In general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first. ABOUT CORVEL CorVel, a certified Great Place to Work® Company, is a national provider of industry-leading risk management solutions for the workers’ compensation, auto, health and disability management industries. CorVel was founded in 1987 and has been publicly traded on the NASDAQ stock exchange since 1991. Our continual investment in human capital and technology enable us to deliver the most innovative and integrated solutions to our clients. We are a stable and growing company with a strong, supportive culture and plenty of career advancement opportunities. Over 4,000 people working across the United States embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!). A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off. CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. #LI-Remote

Investment Accounting, Fund Financials working within Private Equity Investments including but not limited to Real Estate and Credit. Seeking someone for a AVP/VP role to work on their PE Real Estate Investment/Portfolio from an Accounting & Financial perspective. Our client is a Global Asset/Invest

Senior Associate - Investment Operations (Hybrid Dallas). INVESTMENT OPERATIONS SENIOR ASSOCIATE needed at one of our asset management clients!!! 4 days per week in office in the DALLAS area. Must have 4 - 8+ years of experience in investment operations, loan/lease servicing, banking, or a related f

Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries. The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals wh

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A global highly reputable investment management firm in New York is seeking a results-driven VP, Fund Accounting & Finance to join it’s leading investment management platform and oversee the financial and operational management of a diverse portfolio of investment funds. The ideal candidate is a s

Investment Strategy & Advisory. Lead the evaluation of embedded finance opportunities and contribute to advisory on investment strategies. Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts.

The successful candidate will support the Company’s operations by insuring the integrity of the Company’s accounting information by recording, verifying, consolidating and entering transactions. Bachelors degree in accounting preferred with a minimum of 2 years experience.

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Improve and automate the accounting stack — fewer manual steps, cleaner data, tighter controls. That means the accounting stack — Intuit Enterprise Suite and QuickBooks Online — and the operational systems behind it: dispatch and trip data, fleet and telematics, workforce and payroll.

Own and oversee full-cycle accounting across a high-volume, multi-entity portfolio (100+ LLCs). Help strengthen internal controls, accounting policies, and process efficiency as the function is rebuilt. Support, mentor, and develop staff accountants; help build a stronger, more consistent accounting

Bachelor's Degree in Accounting or a related field. Experience in public accounting is helpful but not required. Manage and oversee the accounting and financial reporting functions for commercial real estate, focusing on office and retail spaces.

Assist with inventory-related accounting and other operational accounting activities as needed. This is an excellent opportunity for an early-career accounting professional to take on significant responsibility within a growing organization and gain exposure to both core accounting and broader finan

Our client, a fast growing tech company, is seeking a Controller to lead accounting, treasury, financial reporting and reconciliations. Direct the month-end close, general ledger, accounts payable and payroll accounting. Develop accounting policies, procedures and scalable processes.