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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.

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 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 Branch Supervisor directly supervises the staff and operations of a small branch, or may work with a Branch or District Manager to provide supervision of staff and operations at one or more locations in need of additional oversight. The Branch Supervisor coordinates specific branch goals with the Branch or District Manager, supervises branch personnel, ensures office compliance with operating policies and procedures, provides required periodic reports and may have lending authority. Works directly with staff to provide an optimal customer experience. Essential Responsibilities: • Directly supervises the branch office and performs or delegates a variety of duties including oversight of branch service operations to include approval of transactional overrides; branch general ledger accounts; vault and drawer audits; approval of overdrafts; control of negotiable supplies; cash management, ordering and shipments; ATM balancing and maintenance; ensuring proper branch security measures are in place; preparation of regulatory, internal and operational reports; participation with audits of key branch functions, • Works with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlled, • Solicits new business from current and prospective customers; maintains ongoing business relationships with customers to optimize additional cross-selling opportunities, • Monitors individual sales and customer service performance against goals and discusses performance with manager on a frequent basis, • Maintains thorough knowledge of features and benefits of all consumer products and services to ascertain customer needs and to fill those needs, • Monitors the progress of staff members and assists them with questions or problems, conducting regular staff meetings to keep all informed, • Opens and maintains deposit accounts in accordance with bank procedures, • May make loans to customers with oversight as appropriate, • Directly supervises assigned personnel as follows:, • Assists in the selection of new personnel, • Coordinates orientation and training of new personnel, • Reviews employee performance throughout the introductory period and on a regular basis thereafter, • Manages and maximizes performance levels of staff members through regular feedback; takes appropriate actions for performance improvement, • Organizes, schedules, and distributes work among staff, • Keeps personnel informed of pertinent policies and procedures and creates an atmosphere in which upward communication from staff is encouraged, conducting regular staff meetings to enhance employee engagement and desired level of customer service, • Administers personnel policies and procedures, • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timely manner, • Model and hold staff accountable for upholding the core values of the Company: Integrity, Humility, Teamwork, and Excellence, • May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels Ancillary Duties: • As an integral member of the branch staff this position is responsible to assist wherever necessary to ensure that the branch and the Bank achieve goals, including filing in as needed with any transactions and customer inquiries., • May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels. Qualifications Education, Training and Requirements: • A.A.S. Degree of equivalent; specialized banking education and training, • Valid driver license and reliable transportation Skills: • Excellent interpersonal skills, including listening, persuading and motivating, • Excellent verbal and written communication skills, • Accurate and proficient math skills, • Attention to detail, • Clear thinking and ability to remain focused, • Must be able to consistently demonstrate the Company’s core values: Integrity, Humility, Teamwork and Excellence, • Internal product knowledge and teller training (provided after hire) Experience: • Minimum four (4) years’ experience in related positions normally required, • All applicants must be 18 years of age or older Other: • This position requires National Mortgage Licensing System (“NMLS”) registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).

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 We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. The ideal candidate will play a key role in helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets, strong interpersonal skills, and a commitment to ethical financial guidance. Key Responsibilities: • Consult with clients to assess their financial situations and develop customized financial plans, • Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance, • Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes, • Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice, • Cultivate long-term client relationships based on trust, transparency, and results, • Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance, • Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards, • Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets, • 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 Education, Training and Requirements: • Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus), • Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance, • Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products, • Exceptional communication and interpersonal skills, • Proven track record of building and managing client relationships, • Team player with the ability to collaborate with others, • Proficient in financial planning software and CRM systems, • All applicants must be 18 years of age or older Preferred Skills: • Experience with mass affluent, high-net-worth, and commercial clients, • Strong analytical thinking and decision-making skills, • Bilingual or multilingual proficiency is a plus, • Familiarity with digital advisory platforms and financial technology tools, • High level of emotional intelligence, empathy, and professionalism, • Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications, • Comfortable working in a fast-paced, technology-driven environment, • Detail oriented with superior organizational skills and ability to prioritize Experience: • 2–5 years of experience in financial advising, wealth management, or investment consulting

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 We are seeking a highly motivated and client-focused Relationship Manager to join our team to serve as the primary point of contact for clients in our Nottingham Investment Services Direct Channel. The Relationship Manager will serve as the primary point of contact for a portfolio of clients, delivering a high-quality service experience through remote channels such as phone, video conferencing, email, and secure messaging. This role is ideal for a service-oriented professional with strong financial acumen, excellent communication skills, and a passion for building lasting client relationships in a digital-first environment. RESPONSIBILITIES: Client Relationship Management • Serve as the dedicated relationship manager for a defined group of clients, managing all aspects of the client relationship virtually, • Act as a trusted advisor, understanding each client’s unique financial goals, preferences, and life circumstances, • Proactively engage with clients on a regular basis to ensure satisfaction, retention, and growth of the relationship Service & Support • Provide prompt, accurate, and tailored responses to client inquiries and requests through virtual channels, • Coordinate with internal departments (e.g., operations, compliance, investment teams) to resolve issues and fulfill client needs efficiently Financial Guidance & Cross-Selling • Identify opportunities to deepen client relationships by cross-selling financial products and services that align with their goals, • Conduct financial reviews and recommend strategies in collaboration with financial advisors, portfolio managers, or product specialists Digital Engagement • Leverage digital tools and platforms to enhance the virtual client experience, • Educate clients on digital banking and investment services to encourage adoption and self-service Compliance & Documentation • Ensure all client interactions and transactions comply with regulatory standards and internal policies, • Maintain accurate and up-to-date client records and meeting notes in CRM systems Qualifications REQUIREMENTS: • 3-5 years of prior experience in financial services, preferably in a client-facing role, • Registrations: SIE, Series 7, 66 (or 63 and 65), Life, Accident and Health Insurance license, • Strong understanding of investment products, financial planning concepts, and banking services, • Detail oriented with superior organizational skills and ability to prioritize, • Proven track record of building and managing client relationships, • Strong understanding of investment products, financial planning concepts, and banking services, • Excellent verbal and written communication skills, • Comfortable working in a fast-paced, technology-driven environment, • High level of emotional intelligence, empathy, and professionalism, • Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications, • Experience with CRM platforms, • Familiarity with virtual communication tools (Zoom, Microsoft Teams, secure messaging platforms), • Team player with the ability to collaborate with others, • Goal oriented, self-motivated and results driven, • Commitment to excellence and a high level of integrity WHAT WE OFFER: • Competitive base salary plus performance-based incentives, • Comprehensive benefits package (health, dental, 401(k), etc.), • Opportunities for professional development and career advancement, • A supportive, team-oriented virtual work environment, • Tools and resources to engage clients digitally with excellence

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 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 Responsible for assisting all Information Security team members in a variety of security initiatives at a mid-sized banking institution. • Assist with daily security log/alert review including follow up and investigation when appropriate., • Monitor and analyze the internal phishing mailbox. Elevate when assistance is necessary., • Perform testing / document new security initiatives., • Assist with the user access provisioning and de-provisioning process., • Assist and/or complete risk assessments tied to vendor management and new technologies., • 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., • Other duties as assigned. Ancillary Duties: • Perform any job-related tasks assigned by any member of the Information Security department with oversight from the Director of Information Security. Qualifications Education/Training: • In process of earning an Associate’s, bachelor’s or master’s degree in information security, Cybersecurity or Information Technology., • All applicants must be 18 years of age or older. Skills: • Strong communication skills with a working knowledge of basic Information Security and IT terms and processes, • Analytical mindset to solve problems, • Ability to work independently as well as in a team and remain on task., • Must have valid driver’s license. Experience: • None required but some previous Information Security and/or IT experience would be preferred.

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 Head of Procurement is a strategic leadership role responsible for developing and executing the organization’s procurement strategy, ensuring the cost-effective acquisition of goods and services while maintaining high standards of quality, service, vendor performance, third-party risk management, and regulatory compliance. This leader will serve as an enterprise partner across business, compliance, legal, finance, risk management, and operational stakeholders to ensure supplier relationships deliver value while protecting the organization from operational, financial, and regulatory risk. The ideal candidate is a commercially astute procurement executive who can balance strategic sourcing, supplier partnership, governance, regulatory compliance, and third party risk mitigation. This individual will bring strong judgment, executive presence, disciplined vendor oversight, deep contract negotiation capability, third party risk assessment and a demonstrated ability to build cross-functional alignment in a regulated financial services environment. Essential Duties: Strategic Procurement Leadership • Develop and execute a comprehensive procurement strategy aligned with enterprise priorities, business needs, and financial stewardship objectives., • Establish procurement policies, procedures, and governance frameworks that support accountability, transparency, and regulatory readiness., • Partner with senior leaders and business stakeholders to assess current and future procurement needs and identify opportunities to improve efficiency, reduce cost, and strengthen supplier performance., • Use spend analysis, market intelligence, and performance data to inform sourcing decisions and strategic recommendations. Vendor Management • Establish, maintain, and strengthen relationships with key suppliers, service providers, and strategic business partners., • Oversee supplier selection, evaluation, onboarding, contract negotiation, renewal, and offboarding processes., • Ensure vendors meet the organization’s expectations for quality, service, pricing, operational delivery, and compliance with applicable requirements., • Monitor vendor performance against established metrics, service-level expectations, key performance indicators, and contractual commitments., • Lead issue escalation and remediation efforts when vendor performance, service continuity, or compliance expectations are not being met., • Promote supplier accountability, continuous improvement, and relationship management practices that support sustainable long-term partnerships. Third-Party Risk Management • Play a leadership role in assessing risks associated with third-party vendors, including financial stability, operational resilience, regulatory compliance, cybersecurity, privacy, and service continuity considerations., • Ensure appropriate due diligence is conducted for new and existing vendors to confirm alignment with the organization’s risk management, compliance, and control expectations., • Collaborate closely with compliance, legal, risk management, information security, finance, and business owners to ensure vendor and third-party relationships align with enterprise policies and regulatory expectations., • Develop and support mitigation strategies for vendor-related risks, including contingency planning, remediation tracking, periodic reviews, and audit readiness., • Maintain oversight of third-party risk documentation, governance routines, and monitoring practices to support transparency and defensible decision-making., • Stay current on regulatory expectations and industry standards affecting vendor management and third-party risk in financial services. Contract Management and Compliance • Oversee the negotiation, administration, documentation, and renewal of vendor agreements., • Ensure procurement contracts reflect favorable commercial terms, appropriate service expectations, risk controls, compliance requirements, and business continuity considerations., • Partner with legal and compliance stakeholders to ensure contracting practices support internal policies and applicable regulatory standards., • Maintain procurement documentation and controls to support audits, examinations, and internal governance reviews. Financial and Cost Management • Analyze organizational spending patterns and identify opportunities for savings, cost avoidance, consolidation, and improved value., • Lead strategic sourcing initiatives and contract optimization efforts that deliver measurable business outcomes., • Develop procurement metrics, dashboards, and reporting routines to monitor performance, savings, risk, and service quality., • Balance cost discipline with quality, resiliency, compliance, and long-term business needs. Leadership and Team Development • Lead, mentor, and develop a high-performing procurement team with clear goals, accountability, and professional development plans., • Foster a culture of ethical conduct, service orientation, continuous improvement, inclusion, and operational excellence., • Build strong partnerships across departments to embed procurement discipline early in business planning and vendor decision-making., • Influence executive and business stakeholder decision-making through clear communication, data-driven recommendations, and sound risk judgment. Process Improvement and Technology Enablement • Drive continuous improvement across sourcing, contracting, vendor management, reporting, and third-party risk processes., • Leverage procurement technology, workflow tools, automation, analytics, and supplier management platforms to improve transparency and efficiency., • Standardize procurement practices where appropriate while maintaining flexibility for business-specific needs., • Identify emerging procurement trends and recommend pragmatic enhancements to improve organizational effectiveness. Ancillary Duties: As an integral member of the Risk function and organization, complete other duties as assigned. Qualifications Education, Training and Requirements: • Bachelor’s degree in Business Administration, Finance, Supply Chain Management, Procurement, Risk Management, or a related field required., • Master’s degree, MBA, or related advanced degree preferred., • Professional procurement, supply chain, or risk certifications such as CPSM, CPM, CIPS, or equivalent credentials are preferred. Skills: • Enterprise mindset and executive presence, High integrity and ethical decision-making, Collaborative stakeholder leadership, Data-driven and practical problem solving, Change leadership and continuous improvement orientation, Talent development and team engagement, Strategic sourcing and procurement leadership, Vendor management and supplier performance oversight, Third-party risk management and regulatory compliance, Contract negotiation and commercial judgment, Spend analysis, metrics, and financial acumen, Procurement systems, analytics, and process improvement Experience: • Progressive procurement, sourcing, vendor management, or supply chain leadership experience, preferably within a regulated financial services environment for 8 to 10 years., • Demonstrated experience leading complex vendor relationships, strategic sourcing initiatives, contract negotiations, and supplier performance management., • Strong working knowledge of third-party risk management practices, including vendor due diligence, risk assessment, monitoring, mitigation, and audit readiness., • Experience partnering with compliance, legal, finance, risk management, information security, and business stakeholders., • Proven ability to deliver cost savings and process improvements while maintaining compliance, quality, risk discipline, and business continuity., • High-impact leadership role with direct influence on enterprise procurement strategy, vendor performance, risk management, and financial stewardship., • Opportunity to strengthen procurement governance, modernize vendor management, and enhance third-party risk practices across the organization., • Collaborative executive environment focused on operational excellence, responsible growth, and sustainable business value.

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 • Loan Documentation Specialists are responsible for all activities required to prepare and process commercial loan documents, including commitment letters, new loan requests, loan renewals, material changes, and modifications., • Prepare commitment letters and loan closing documents, including real estate and non-real estate loans, in accordance with approvals and bank loan policy, • Establish pre-closing checklists for tracking of approval conditions, • Provide exemplary customer service to both internal and external customers, • 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., • Perform other related duties as assigned or directed. Qualifications • High School Diploma plus one (1) year of additional specialized education or equivalent., • Typing, PC proficiency (with Microsoft Office Products and loan documentation software)., • Good written and oral communication skills, interpersonal skills, organizational skills., • Knowledge of loan forms, processes, and procedures with attention to detail., • Minimum of one (1) year office experience., • All applicants must be 18 years of age or older.

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 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.

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 As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business. • Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals – Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics., • 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., • Perform other related duties as assigned or directed. Ancillary Duties: • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: • An Associates degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • Valid driver license., • All applicants must be 18 years of age or older. Skills: • A Winning Mindset – Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you., • A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing – An Associates degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • A Commitment to Growth – Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship., • Must be able to consistently demonstrate the Company’s core values: Integrity, Excellence, Teamwork, and Humility Other: • This position requires National Mortgage Licensing System (“NMLS”) registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Candidates who do not currently hold NMLS registration must be able to successfully obtain and maintain registration upon hire. Experience: • 3+ years of experience in a professional sales environment in financial services normally required. Training Program: As part of onboarding for the Mortgage Loan Consultant role, Community Bank provides exclusive access to MBA Education’s School of Loan Origination (SOLO). This instructor-led program offers a strong foundation in mortgage lending, including how to take accurate loan applications, evaluate credit, understand loan products and pricing, and structure transactions. The course also includes real-world case studies to build confidence and strategies to grow your business while serving your community. We want every new team member to feel properly trained, equipped, and confident to succeed in this important role.

Role: Analyst Location: Remote (must be based in Tampa / St. Petersburg / Sarasota area) About Vision Point Capital Vision Point Capital is a business transition advisory firm serving privately held companies and their advisors. Our teams provide valuation, ESOP, and M&A advisory services to help clients make informed decisions about business value and ownership transitions. We are hiring an Analyst whose primary focus will be supporting our Valuation team. The role will also contribute to M&A engagements and, as our Transaction Readiness services grow, quality of earnings work. Role Overview We are seeking a curious, detail-oriented analyst who enjoys working through complex financial information and understanding the business behind the numbers. You’ll analyze company performance, build financial models, research industries and transactions, and prepare work that supports our valuation conclusions. You’ll also work with our M&A team on transaction materials and buyer diligence. The role offers a chance to learn from experienced advisors across disciplines while developing a strong foundation in valuation and transaction analysis. Key Responsibilities Valuation Support · Analyze historical financial results, management projections, and other company information · Build and maintain financial models and supporting schedules · Research industries, market conditions, comparable companies, and relevant transactions · Assist with analyses of earnings, cash flow, risk, and other factors that affect business value · Prepare exhibits, workpapers, and draft report sections for senior review · Investigate inconsistencies or gaps in the information provided and document your findings · Support valuation engagements for a range of purposes, including business transitions, ESOPs, and other client needs M&A Support · Help prepare and review financial information used in sell-side engagements · Assist with transaction materials, buyer research, and financial analyses · Organize information for buyer diligence and help track requests and responses · Work with the deal team to identify financial trends and questions that may affect a transaction Quality of Earnings & Transaction Readiness Support · Analyze financial statements, general ledgers, trial balances, and supporting company records · Prepare schedules covering revenue, margins, expenses, cash flow, working capital, and historical operating trends · Assist with the analysis of potential adjustments to reported earnings · Prepare organized workpapers and exhibits for senior review · Help identify information gaps and track requests during financial diligence Qualifications Required · Bachelor’s degree in Accounting, Finance, Economics, or a related field · Strong understanding of financial statements and accounting fundamentals · Strong Excel skills and comfort working with detailed financial data · Ability to produce accurate, well-organized work and explain your findings clearly · Strong analytical judgment and willingness to ask questions when information does not reconcile · Ability to manage multiple assignments and meet deadlines · Professional discretion when handling confidential client and transaction information Preferred · Experience in business valuation, audit, transaction advisory, investment banking, corporate finance, or a related analytical role · Exposure to financial modeling, valuation methods, or M&A transactions · Familiarity with accounting data from systems such as QuickBooks · Progress toward a CPA, CFA, or valuation credential · Quality of earnings or financial due diligence experience is a plus

AI into investment banking and equity research workflows.

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 exciting opportunity as part of our growing retail banking team! AVP, Branch Manager –Westvale Office Our retail staff has a passion for excellence in customer service and are focused on our goal of doing what is right for our customers. This position invites the results driven professional to provide oversight of retail banking functions and services, while striving to reach individual and branch goals through business development. The ideal candidate will have a minimum of three to five years of proven success in retail banking branch management and business development. For over 100 years Solvay Bank has been dedicated to our customers and our 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 08/15/2025 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 Position Title: Reports To: Branch Manager AVP, Retail Banking Manager Assistant Vice President Position summary: • On a daily basis, enthusiastically provides exceptional client service, with a full working knowledge of retail banking functions and services, while striving to reach individual and branch goals. Manages branch personnel to deliver exceptional client service and achieve sales goals. Manages branch banking operations within bank policy guidelines. Essential Duties and Responsibilities: • Delivers excellence in customer service, education, guidance and respect to all Solvay Bank customers and co-workers in accordance with the Solvay Bank Client Service Standards., • Thoroughly understands, embraces and exhibits Solvay Bank Values and serves as an example to others in actions and words., • Supervises all branch client service, sales related and operations activity, including the use of any Client Contact software., • Develops a solid base of business by establishing and maintaining sound relationships with existing customers., • Maintains an ongoing aggressive, program of business development to meet objectives, • Develops a solid base of business by establishing and maintaining sound relationships with existing customers, • Contacts customers and business, community, and civic organizations to promote goodwill and generate new business. Maintains an active role in one or more civic organizations within the branch market area., • Effectively manages branch loan, deposit origination and referral functions, meeting or exceeding goals and ensuring maintenance and compliance with the Bank’s established policies and procedures., • Manages the referrals to other lines of business such as Trust & Investment Department, Solvay Bank Insurance Agency & Commercial lending area, • Responsible to regularly track achievement of all assigned goals and coach individuals to goal achievement, • Responsible for the selection of branch personnel and conducts employee performance evaluations including salary adjustment recommendations., • Develops and motivates staff to meet required performance levels. Performs monthly coaching sessions using Bank prescribed software and programs to counsel and guide staff members in the performance of their job duties and achievement of sales goals., • Is a “Change Agent” for the evolution of our business; very supportive of changes that develop in product technology, becoming an active user of all technology and developing the team they manage to the same end, • Prepares various operating reports, including but not limited to, budgets, business development and supervises the completion of all branch operations related reports., • Attends and participates in meetings, effectively relaying information to branch staff and ensuring topics covered are understood and any updates implemented., • Serves on various Bank committees as needed., • Performs other tasks requested by manager as they relate to the Bank and its functions., • Adheres to established policies, procedures and federal regulations., • Adheres to Information Security policies and related regulatory policies, procedures and standards designed to protect customer and Bank-owned information., • Ensures that Bank policies, procedures and standards, including Information Security, are adhered to. Qualifications: • Knowledge of banking products, policies and regulations, • Strong sales skills and demonstrated ability to effectively develop business., • Strong leadership skills to effectively manage staff development., • Excellent oral and written communication skills., • Proficient in Microsoft Office including but not limited to Word & Excel Education and/or Experience: • 4 year college degree preferred., • Minimum 5 year retail banking experience., • 3 years active Business Development experience, • Finance background preferred Physical Demands: 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 function. While performing the duties of this job, the employee is regularly required to use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; and talk or hear. The employee frequently is required to stand, walk, sit, and climb stairs. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The noise level in the work environment is moderate. Exempt Rev 06/2026

FP&A, strategic finance or data-driven finance roles - can also come from Investment Banking or Private Equity deal team or Portfolio Operations. Real hands-on AI experience (Claude or similar) over the last 6 to 12 months, and excitement about what it can do for finance. Senior Director, Strategic

About TechCXO TechCXO pioneered the fractional executive leadership model. For more than 20 years, we have built a firm designed specifically for accomplished C-suite operators who want both impact and autonomy. We do not place executives. Our CISO Partners build their own portfolio practices within the TechCXO platform, serving as embedded cybersecurity leaders to growth-stage and middle-market companies. As a TechCXO CISO Partner, you step into companies as the acting security executive. You work directly with founders, CEOs, boards, and investors to provide strategic leadership and operational execution across cybersecurity, risk, and compliance. You control the clients you serve and the work you take on. At the same time, you are part of a national partnership of experienced peers who collaborate across Technology, Finance, Revenue Growth, Executive Operations, and HR. This is not employment. It is a Partner model for executives who want to build and grow a practice within an established firm. The Opportunity As a TechCXO CISO Partner, you will: • Serve as the embedded cybersecurity leader for multiple growth-stage companies, • Advise founders, CEOs, boards, and investors on security strategy, privacy, and compliance direction, • Lead governance, risk management, and security architecture decisions across the client's technology environment, • Install the cybersecurity infrastructure, processes, and talent that support the execution and operations of a mature security program, • Originate and build client relationships in your market, • Collaborate across TechCXO practices, including Finance, Revenue Growth, Executive Leadership, and Human Capital What This Role Really Requires This role is best suited for CISOs who: • Have already operated at the C-level, • Are comfortable building their own book of business and have operated fractionally, • Want autonomy without isolation, • Prefer execution over theory, • Have credibility with investors, boards, and IT and security teams You are not joining a bench waiting for assignments. You are building a practice within a platform. Core Responsibilities Responsibilities vary by engagement and may include any or all of the following: Cybersecurity Strategy & Executive Leadership • Define and own cybersecurity strategy and multi-year roadmap aligned to business and risk priorities, • Serve as the named security executive for boards, investors, and senior leadership teams, • Advise founders and boards on security risk, investment, and tradeoffs, translating technical risk into business language, • Design and facilitate cybersecurity steering committees and governance structures, • Align security priorities with business objectives, growth plans, and go-to-market priorities, • Advise boards and leadership teams on AI governance, data privacy, and emerging technology risk Security Program Design & Technical Oversight • Design and oversee security architecture, controls, and infrastructure to improve performance, availability, and resilience, • Establish security standards, policies, and operating practices across the organization, • Lead or oversee vulnerability management, penetration testing, and security assessments to identify and close gaps, • Direct incident response planning, playbook development, and disaster recovery/business continuity programs, • Ensure security architecture and controls align with applicable regulatory and industry frameworks, • Assess security and data privacy risk associated with AI/ML adoption and integration, • Lead technical and cyber risk due diligence for M&A, fundraising, and exit transactions, • Assess and remediate security debt and scalability gaps ahead of transactions, and prepare security programs for investor or acquirer scrutiny Team & Organization Building • Build, structure, and scale security and IT teams as companies grow, • Recruit, mentor, and develop security leadership and key technical talent, • Lead status meetings and updates for executive teams, boards, and key stakeholders Risk & Compliance • Design and manage enterprise risk management programs, including ongoing risk register maintenance, • Lead compliance program management across applicable frameworks (SOC 2, CMMC, HIPAA, PCI, ISO 27001, etc.), • Advise on data privacy program requirements and obligations across applicable regulations (e.g., GDPR, CCPA), • Design and oversee vendor and third-party risk management programs, • Develop corrective action plans and track remediation execution, • Build and manage security awareness, training, and phishing simulation programs Business Development • Build and maintain a strong referral network in your regional market, • Source new client engagements through founder, investor, and advisor relationships, • Strengthen relationships with VC, PE, banking, and legal communities, • Represent TechCXO as a thought leader in cybersecurity Collaboration • Partner with other TechCXO leaders to deliver integrated client solutions, • Contribute to intellectual capital and thought leadership, • Mentor newer Partners where appropriate Ideal Background We pursue CISOs with depth, not title inflation. • 10+ years as a true operating CISO or top security executive, • Experience across regulated or complex industries (e.g., healthcare, financial services, government/defense, manufacturing), • Track record building and scaling cybersecurity and compliance programs from the ground up, • Experience guiding companies through compliance certifications and regulatory audits (SOC 2, HIPAA, CMMC, ISO 27001, etc.), • Board-level communication experience, • Built and led security teams and programs from early stage through enterprise scale, • Operated in high-growth, high-risk, or change-heavy environments What Makes a Strong TechCXO Partner • Entrepreneurial mindset, • High personal accountability, • Strong regional network, • Comfort operating independently, • Bias toward execution, • Collaborative orientation within a peer partnership Why TechCXO • You operate under a recognized national brand, • You join a peer group of experienced C-level operators, • You maintain autonomy while leveraging shared infrastructure, • You participate in a long-standing executive partnership model TechCXO is committed to equal opportunity and does not discriminate on the basis of legally protected characteristics in the selection of Partners or engagement opportunities.

AI into investment banking and equity research workflows.

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.

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.

Job Title: Director of Project Controls and Finance Location: Remote, with travel to Puerto Rico required as needed Coquí Power Overview Coquí Power LLC ("Coquí Power") is a Puerto Rico-based energy infrastructure developer focused on delivering integrated energy solutions across generation, capacity, and transmission assets. From early-stage development through the full project lifecycle, Coquí Power combines project origination, development, finance, and asset management to deliver long-term energy infrastructure solutions. Together, these capabilities allow Coquí Power to advance and sustain reliable, affordable, and secure energy for the people, communities, and businesses of Puerto Rico. Coquí Power is an affiliate of Energy Transition Capital Management LLC ("ETCM"), a private equity firm financing the development and long-term operation of critical U.S. energy infrastructure. The Role: Coquí Power is seeking an experienced Director of Project Controls and Finance to operate at the intersection of project execution, capital deployment, budgeting, and investor/lender reporting for utility-scale energy infrastructure projects. This role will be responsible for ensuring projects are financially structured, properly funded, and executed in compliance with budgetary and financing requirements. The Director will work closely on tax equity structures, ITC/PTC qualification requirements, safe harbor compliance, equipment procurement timing, debt draw mechanics, and portfolio-level reporting across multiple projects. This position is highly cross-functional and will interact daily with development teams, EPC contractors, procurement, accounting, treasury, lenders, investors, and external counsel. This role offers a unique opportunity to serve as a hybrid of project controls, infrastructure finance, construction finance, asset management, and PMO coordination. It is a strategic position with the opportunity to help shape capital strategy, acquisition underwriting, portfolio management, and financing execution across the platform. Key Responsibilities: Financial Planning & Budget Management • Building and maintaining the project budget, • Tracking actual spend vs. forecast, • Monitoring EPC costs, interconnection costs, equipment procurement, contingencies, and soft costs, • Managing draw schedules and cash flow timing, • Identifying cost overruns and financial risks early Financing Coordination • Working with lenders, tax equity investors, sponsors, and legal teams, • Managing construction loan draws and compliance requirements, • Coordinating diligence materials for financing parties, • Tracking covenants, reporting obligations, and milestone requirements, • Supporting financial close processes Contract & Invoice Oversight • Reviewing EPC invoices and payment applications, • Coordinating approvals for vendor payments, • Ensuring invoices align with contract terms and completed milestones, • Managing change orders from a financial perspective Schedule & Capital Deployment Tracking • Aligning construction progress with capital deployment timelines, • Making sure procurement, construction, and financing timelines stay synchronized, • Updating financial models based on schedule changes or delays Reporting & Stakeholder Communication • Producing reports for executives, lenders, investors, and development partners, • Tracking KPIs such as: o budget variance o burn rate o contingency usage o schedule adherence o projected COD (Commercial Operation Date) • Participating in project meetings with development, engineering, EPC, and finance teams Risk Management • Identifying risks that could impact project economics: o tariff changes o supply chain delays o labor shortages o interconnection delays o permitting issues • Modeling financial impacts and mitigation strategies Qualifications: • Bachelor’s degree in Finance, Accounting, Economics, Business, Engineering, or a related field required; MBA, CFA, CPA, or other advanced financial designation preferred, • 7–12+ years of experience in renewable energy finance, infrastructure finance, project finance, private equity, investment banking, asset management, or a related field, • Demonstrated experience supporting utility-scale solar and/or renewable energy projects through development, construction, financing, and operational phases, • Strong understanding of tax equity structures, including partnership flip structures, sale-leasebacks, and transferability considerations, • Deep familiarity with ITC/PTC qualification requirements, safe harbor rules, prevailing wage and apprenticeship requirements, and other renewable energy incentive frameworks, • Experience managing construction financing processes, including debt draw requests, lender compliance, project budgets, sources and uses, and financial reporting, • Strong financial modeling and analytical capabilities, including experience with project finance models, portfolio reporting, and acquisition underwriting, • Experience coordinating across multiple stakeholders, including developers, EPC contractors, lenders, investors, procurement teams, legal counsel, accounting, and treasury functions, • Exceptional organizational and project management skills, with the ability to manage multiple projects and deadlines simultaneously in a fast-paced environment, • Advanced proficiency in Excel and financial reporting tools; familiarity with ERP systems, project controls software, and data visualization tools is a plus, • Strong written and verbal communication skills, including experience preparing materials for lenders, investors, executives, and investment committees, • Highly detail-oriented with strong commercial judgment and problem-solving abilities, • Ability to operate both strategically and tactically in a growing, entrepreneurial environment Compensation: • Compensation is competitive and based on experience, • Salary plus performance-based bonus, • Competitive healthcare, dental, and 401(K) matching package Contact: · Please send cover letter and resume to .

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.

We're hiring IBD coaches at CareerXL. CareerXL gets undergrads into investment banking, consulting, PE, and hedge funds. Since 2021, 106 of our 107 program completers have placed, with 135 verified offers across 86 firms. 1 in 3 lands at a bulge bracket, elite boutique, or MBB. Nearly half come from non-target schools. We need more bankers who can get them there. What you'll do • Coach students 1:1 on IB technicals, behaviorals, or networking strategy, • Run mock interviews and give direct, specific feedback, • Work with a lead mentor who owns each student's overall plan Who we're looking for • Current or former IBD analyst or associate at a bulge bracket, elite boutique, or top middle-market bank, • Incoming Interns and Analysts can be considered for junior coaching roles, • Recent enough to know what recruiting and superdays look like today, • Able to explain an LBO to a sophomore and have it stick, • [X–Y] hours per week, remote, flexible around your banking schedule Pay: Competitive per hour based on experience and fit

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.

Run your own full-desk search practice placing senior advisors and leadership talent across RIAs, family offices, and investment platforms. A senior role for experienced agency recruiters who want to develop clients, originate searches, fill roles, and earn uncapped commission tied directly to production. About Next Level Recruiting: We're a specialized executive search firm focused on financial services and wealth management. We partner with RIAs, family offices, multi-family offices, private wealth platforms, and investment-focused firms to place high-impact advisors, executives, and leadership talent. We're building a team of experienced recruiters who want long-term upside, ownership of their searches, and a clear path to higher earnings. What This Role Is: You'll own full-cycle executive searches end to end — partnering directly with clients, driving candidate pipelines from outreach through offer acceptance, and building lasting relationships across the wealth advisory ecosystem. This is a quality-over-volume desk with meaningful responsibility, full-desk ownership, and income tied directly to your production. In addition to working active searches, you can develop your own client relationships, originate searches, and fill the roles you bring in. What You'll Do: • Own and execute full-cycle executive searches end to end, • Partner directly with clients to understand hiring needs and market dynamics, • Develop new client relationships and originate searches, • Drive candidate pipelines from outreach through offer acceptance, • Conduct high-level candidate qualification calls, • Manage search progress and pipeline hygiene in Bear Claw (ATS/CRM), • Build long-term relationships with senior-level financial professionals, • Grow your desk through client development, candidate relationships, and successful placements Search Sectors: Family offices, multi-family offices (MFOs), RIAs, private wealth management firms, and investment-focused platforms including private equity, venture capital, investment banking, and hedge funds. What You'll Need: • 5+ years of full-cycle agency recruiting experience, • Proven success sourcing and engaging passive candidates with LinkedIn Recruiter, • Demonstrated success managing multiple concurrent searches against production goals, • Experience developing client relationships or managing client-facing search processes, • Comfortable using an ATS/CRM and owning your own desk, • Track record of meeting or exceeding recruiting production goals, • Interest in financial services, investment, wealth management, or executive search Nice to Have: • Recruiting experience in financial services, wealth management, or professional services, • Executive or retained search background, • Strong Boolean search proficiency, • Bachelor's degree or equivalent professional experience Who This Role Is For: • Experienced agency recruiters who want more ownership and upside, • Recruiters tired of transactional, high-volume staffing, • People who want to run a desk, develop clients, and be accountable to production goals, • Competitive professionals motivated by uncapped earnings, • Recruiters who want to make more money through placements, not manage people, • Full-desk recruiters who want a specialized market with higher-value searches Why This Role Is Different: Most recruiting roles reward speed and volume. We reward quality, market expertise, long-term relationship building, and production. This role is built for recruiters who want to maximize earnings by building a profitable desk, developing clients, originating searches, and closing placements. You'll work with sophisticated clients and senior-level candidates in the wealth management and investment ecosystem, where credibility, discretion, and market knowledge matter. Compensation & Income Opportunity: • Base salary: $90,000–$110,000, depending on experience, • Uncapped commission + bonus potential, • Health and dental insurance, • 401(k) with company match, • Clear earnings progression tied to production, client development, and placement volume, • Opportunity to develop your own client relationships and searches, • Long-term income upside for high-performing recruiters

About SaxeCap: SaxeCap is the premier AI transformation and investment platform in private equity. We pioneered the concept of buying out traditional businesses and transforming them with AI in 2018, and today we are the go-to AI transformation partner for 70+ PE firms globally, including 9 of the 10 largest by AUM as well as the world’s leading sovereign wealth funds. We've transformed 200+ businesses across healthcare services, business services, financial services, software, consumer, and more, driving billions of dollars of enterprise value expansion along the way. We operate at the intersection of three businesses: (1) a private equity investment arm, (2) an in-house AI transformation firm that designs and deploys bespoke GenAI, ML, and automation solutions, and (3) a suite of proprietary software products. Our team comes from places like Google, Palantir, Meta, Surge AI, Blackstone, TPG, Cerberus, Millenium, Balyasny, McKinsey, Bain, Oliver Wyman, MIT, Stanford, IIT, GSB, HBS, and Wharton. We were early investors in OpenAI, Anthropic, Groq, SpaceX, Neuralink, Mercor, Lambda Labs, etc. But what makes our team exceptional isn't where they came from or what they've invested in, it's what they ship. We are builders. About the Role: We are hiring an AI Deployment Specialist to join our AI transformation team. This is one of the highest-leverage early-career roles in AI and private equity. You will work directly alongside our VPs and senior leadership across every phase of AI-driven value creation, from evaluating opportunities for PE sponsors, to building transformation roadmaps for portfolio companies, to working with our engineers and data scientists as they deploy solutions into production. You will not be sitting in the back room building slides that someone else presents. From day one, you will be in the room with PE partners, portfolio company executives, and technical teams. You will run analyses that shape investment decisions, conduct the discovery that informs transformation roadmaps, manage workstreams on live AI deployments, and help quantify the EBITDA impact of what we build. The learning curve is steep and the exposure is unmatched. About You: You are early in your career but already operating above your title. You are technical enough to hold your own with engineers and data scientists, structured enough to synthesize complex information into clear recommendations, and scrappy enough to figure things out without being told exactly what to do. You want to be at the intersection of AI and business value creation, and you want reps, not theory. Specifically: • 2 to 5 years of experience in one or more of: strategy consulting, investment banking, private equity, AI/ML engineering, data science, or product management, • You have real technical chops: hands-on experience with Python, SQL, and data analysis tools is expected. Experience with generative AI, machine learning, NLP, or data science is a strong differentiator. You should be able to pull data, run analyses, and prototype solutions, not just talk about them., • You have strong analytical and structured thinking skills, whether from consulting, banking, engineering, or a technical research background, • You have experience managing stakeholder relationships and communicating complex technical concepts to non-technical audiences, • You have product instincts: you understand how to go from a user pain point to a scoped technical solution, and you have some experience coordinating with engineering or data science teams, • You have experience (or strong aptitude for) quantifying the business impact of technology initiatives in financial terms (enterprise value, EBITDA, ROI), • You thrive in fast-paced, ambiguous environments. You can context-switch across multiple projects, manage competing deadlines, and maintain quality under pressure., • You are a self-starter who takes ownership. You don't wait to be told what to do, you identify what needs to happen and make it happen., • Bachelor's and/or Master's degree in Computer Science, Engineering, Mathematics, or a related technical field from a top-tier institution, • Legally authorized to work in the US without sponsorship What Sets the Best Candidates Apart: The AI Deployment Specialists who rise fastest at SaxeCap share a few things in common: • Technical and commercial bilingualism. You can go from a Jupyter notebook to a client presentation without skipping a beat. You understand both the technical mechanics of AI solutions and the business logic of why they matter to a PE sponsor., • Bias toward building. You have evidence of making things: side projects, hackathon wins, open-source contributions, a startup attempt, or a product you shipped at work. We care far more about what you've built than where you've worked., • Analytical horsepower. You can take a messy, ambiguous problem and impose structure on it. Whether that's from case interviews, financial modeling, engineering problem sets, or research, you have a track record of rigorous, logical thinking under pressure., • Speed and ownership. You move fast and take the ball without being asked. The best AI Deployment Specialists at SaxeCap operate with the autonomy and accountability of someone two levels above their title, and get rewarded for it. Compensation & Growth: SaxeCap offers highly competitive compensation, and you will work directly with our senior leadership from day one, with significant client exposure and rapid professional development. The team is lean by design, there are no layers between you and impact. AI Deployment Specialists who perform are promoted quickly and given increasing ownership of client relationships and workstreams.

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.

Primary Location: UNITED STATES-Remote Other Locations: UNITED STATES-NY-Syracuse, UNITED STATES-UT-Salt Lake City Organization: Equitable Schedule: Full-time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859. Invest In YOUR Potential! Equitable is seeking a driven, curious, and relationship-focused Wealth Planning Associate to launch a long-term career in financial services. This is a structured, immersive development opportunity designed for individuals who want to build deep financial expertise, gain real client exposure, and learn directly from some of the most successful Financial Professionals in the industry. Through a combination of licensing, hands-on client engagement, mentorship, and real-world experience, you will develop the technical skills, confidence, and business acumen required to succeed in a dynamic, client-centric financial services environment. This role is more than an entry-level positionit is a career accelerator! You will gain exposure, mentorship, and real responsibility early in your career, positioning you for long-term success as a Financial Professional within Equitable. What You'll Be Doing Build a Strong Foundation (Training & Licensing) Obtain your core financial services licenses, including Series 7, Series 66, and Life & Health Learn the philosophy and approach behind Equitable's comprehensive financial planning process Develop a strong understanding of financial markets, investment strategies, and wealth-building solutions Gain the skills needed to effectively engage clients and communicate complex financial concepts clearly Apply Your Skills with Real Clients (Learning & Development) Join the Branch Assist team, where you will work directly with existing Equitable clients Help clients position and optimize their current investments to support long-term financial goals Partner with clients as their needs evolvesupporting planning for life events, transitions, and new financial priorities Build confidence through hands-on experience in a collaborative, team-based environment Learn from the Best (Partnership & Mentorship) Spend up to two years working closely with 1020 successful Financial Professionals Support advisors by engaging with their clients and helping drive business efficiency and growth Collaborate directly with clients to help them advance toward their financial objectives Gain an inside view of what it takes to build, manage, and sustain a successful financial practice Expand Your Professional Skill Set (Additional Training) Receive targeted training in critical business-building skills, including: Client prospecting and relationship development Conducting effective face-to-face client meetings Developing and delivering client seminars Understanding and managing business expenses and operations This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake City, UT; Syracuse, NY), a hybrid schedule with 23 days on-site per week is expected to foster collaboration and connection. The base salary for this position is $52,500. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program What You Will Bring Required Qualifications A Bachelor's degree or equivalent professional experience that demonstrates strong foundational skills and a commitment to growing your career in financial services FINRA Series 7 and 66 active registrations State Life Insurance licenses Proven experience in building and managing customer relationships, with a focus on trust, service excellence, and long-term engagement Preferred Qualifications Prior sales experience, ideally within financial services (Banking, Insurance, Property & Casualty, or Retail Investments) Strong research and analytical capabilities, with the ability to interpret information and support sound client recommendations Excellent interpersonal and communication skills, enabling you to connect effectively with clients, team members, and partners Skills Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales. Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs. Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization. About Equitable At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

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.

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 Head of Procurement is a strategic leadership role responsible for developing and executing the organization's procurement strategy, ensuring the cost-effective acquisition of goods and services while maintaining high standards of quality, service, vendor performance, third-party risk management, and regulatory compliance. This leader will serve as an enterprise partner across business, compliance, legal, finance, risk management, and operational stakeholders to ensure supplier relationships deliver value while protecting the organization from operational, financial, and regulatory risk. The ideal candidate is a commercially astute procurement executive who can balance strategic sourcing, supplier partnership, governance, regulatory compliance, and third party risk mitigation. This individual will bring strong judgment, executive presence, disciplined vendor oversight, deep contract negotiation capability, third party risk assessment and a demonstrated ability to build cross-functional alignment in a regulated financial services environment. Essential Duties: Strategic Procurement Leadership • Develop and execute a comprehensive procurement strategy aligned with enterprise priorities, business needs, and financial stewardship objectives., • Establish procurement policies, procedures, and governance frameworks that support accountability, transparency, and regulatory readiness., • Partner with senior leaders and business stakeholders to assess current and future procurement needs and identify opportunities to improve efficiency, reduce cost, and strengthen supplier performance., • Use spend analysis, market intelligence, and performance data to inform sourcing decisions and strategic recommendations. Vendor Management • Establish, maintain, and strengthen relationships with key suppliers, service providers, and strategic business partners., • Oversee supplier selection, evaluation, onboarding, contract negotiation, renewal, and offboarding processes., • Ensure vendors meet the organization's expectations for quality, service, pricing, operational delivery, and compliance with applicable requirements., • Monitor vendor performance against established metrics, service-level expectations, key performance indicators, and contractual commitments., • Lead issue escalation and remediation efforts when vendor performance, service continuity, or compliance expectations are not being met., • Promote supplier accountability, continuous improvement, and relationship management practices that support sustainable long-term partnerships. Third-Party Risk Management • Play a leadership role in assessing risks associated with third-party vendors, including financial stability, operational resilience, regulatory compliance, cybersecurity, privacy, and service continuity considerations., • Ensure appropriate due diligence is conducted for new and existing vendors to confirm alignment with the organization's risk management, compliance, and control expectations., • Collaborate closely with compliance, legal, risk management, information security, finance, and business owners to ensure vendor and third-party relationships align with enterprise policies and regulatory expectations., • Develop and support mitigation strategies for vendor-related risks, including contingency planning, remediation tracking, periodic reviews, and audit readiness., • Maintain oversight of third-party risk documentation, governance routines, and monitoring practices to support transparency and defensible decision-making., • Stay current on regulatory expectations and industry standards affecting vendor management and third-party risk in financial services. Contract Management and Compliance • Oversee the negotiation, administration, documentation, and renewal of vendor agreements., • Ensure procurement contracts reflect favorable commercial terms, appropriate service expectations, risk controls, compliance requirements, and business continuity considerations., • Partner with legal and compliance stakeholders to ensure contracting practices support internal policies and applicable regulatory standards., • Maintain procurement documentation and controls to support audits, examinations, and internal governance reviews. Financial and Cost Management • Analyze organizational spending patterns and identify opportunities for savings, cost avoidance, consolidation, and improved value., • Lead strategic sourcing initiatives and contract optimization efforts that deliver measurable business outcomes., • Develop procurement metrics, dashboards, and reporting routines to monitor performance, savings, risk, and service quality., • Balance cost discipline with quality, resiliency, compliance, and long-term business needs. Leadership and Team Development • Lead, mentor, and develop a high-performing procurement team with clear goals, accountability, and professional development plans., • Foster a culture of ethical conduct, service orientation, continuous improvement, inclusion, and operational excellence., • Build strong partnerships across departments to embed procurement discipline early in business planning and vendor decision-making., • Influence executive and business stakeholder decision-making through clear communication, data-driven recommendations, and sound risk judgment. Process Improvement and Technology Enablement • Drive continuous improvement across sourcing, contracting, vendor management, reporting, and third-party risk processes., • Leverage procurement technology, workflow tools, automation, analytics, and supplier management platforms to improve transparency and efficiency., • Standardize procurement practices where appropriate while maintaining flexibility for business-specific needs., • Identify emerging procurement trends and recommend pragmatic enhancements to improve organizational effectiveness. Ancillary Duties: As an integral member of the Risk function and organization, complete other duties as assigned. Education, Training and Requirements: • Bachelor's degree in Business Administration, Finance, Supply Chain Management, Procurement, Risk Management, or a related field required., • Master's degree, MBA, or related advanced degree preferred., • Professional procurement, supply chain, or risk certifications such as CPSM, CPM, CIPS, or equivalent credentials are preferred. Skills: • Enterprise mindset and executive presence, High integrity and ethical decision-making, Collaborative stakeholder leadership, Data-driven and practical problem solving, Change leadership and continuous improvement orientation, Talent development and team engagement, Strategic sourcing and procurement leadership, Vendor management and supplier performance oversight, Third-party risk management and regulatory compliance, Contract negotiation and commercial judgment, Spend analysis, metrics, and financial acumen, Procurement systems, analytics, and process improvement Experience: • Progressive procurement, sourcing, vendor management, or supply chain leadership experience, preferably within a regulated financial services environment for 8 to 10 years., • Demonstrated experience leading complex vendor relationships, strategic sourcing initiatives, contract negotiations, and supplier performance management., • Strong working knowledge of third-party risk management practices, including vendor due diligence, risk assessment, monitoring, mitigation, and audit readiness., • Experience partnering with compliance, legal, finance, risk management, information security, and business stakeholders., • Proven ability to deliver cost savings and process improvements while maintaining compliance, quality, risk discipline, and business continuity., • High-impact leadership role with direct influence on enterprise procurement strategy, vendor performance, risk management, and financial stewardship., • Opportunity to strengthen procurement governance, modernize vendor management, and enhance third-party risk practices across the organization., • Collaborative executive environment focused on operational excellence, responsible growth, and sustainable business value. 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

Relationship Manager to serve as the primary point of contact for a portfolio of clients in a digital-first environment. The role emphasizes building strong client relationships, understanding individual financial goals, and cross-serving banking and investment products.

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 Teller serves as a frontline representative of the bank and plays a key role in delivering a welcoming, accurate, and customer-focused banking experience. This position is responsible for processing financial transactions, maintaining cash accuracy, and supporting customers with everyday banking needs. The Teller actively listens to understand customer needs, provides information on products, services, and digital tools, and makes appropriate referrals to branch partners. This role requires strong attention to detail, adherence to security and compliance standards, and a commitment to creating a positive customer experience while supporting the operational integrity of the branch. Essential Responsibilities: Customer Experience & Service Delivery: • Serve as a welcoming and professional first point of contact for customers entering the branch., • Provide friendly, accurate, and efficient service while processing routine financial transactions, including deposits, withdrawals, payments, and check cashing with verification of customer identity and available funds., • Engage customers in need-based conversations to understand how the bank can service their transactional needs., • Identify opportunities to direct customers to appropriate team members for additional services or solutions., • Educate customers on digital banking tools and self-service options to enhance convenience and confidence., • Assist with routine inquiries and concerns, escalating to more complex issues as appropriate., • Support lobby management by helping guide customers to the right team member or service area., • Answer incoming telephone calls promptly and professionally, directing inquiries and providing assistance in accordance with bank standards. Sales, Advice & Referrals: • Engage customers in needs-based discussions to identify appropriate banking solutions without pressure-based selling., • Partner with branch team members to connect customers with specialists for more complex financial needs., • Support branch goals by consistently modeling strong service behaviors and effective customer engagement. Employee & Team Contributions • Collaborate effectively with team members to support branch operations and customer experience goals., • Support branch operations by assisting with customer flow, lobby engagement, and routine operational tasks as needed., • Contribute to a positive, inclusive, and respectful work environment., • Take ownership of personal performance, development, and continuous improvement. Adapt positively to change and actively support new tools, processes, and initiatives., • Actively participate in branch meetings, training programs, and professional development opportunities, including travel to training locations as required, to enhance knowledge and skills. Operational Excellence, Risk & Compliance: • Perform all teller transactions with precision and balance cash drawer within established guidelines., • Protect customer and bank information at all times and follow all security, authentication, and dual-control procedures., • Remain alert to unusual or suspicious transactions or behaviors, follow fraud-prevention procedures, and escalate concerns to appropriate team members to help protect customers and the bank., • Adhere to branch operating standards, including opening/closing procedures, cash handling protocols, and documentation requirements., • Support internal audits, reviews, and regulatory requests as needed., • Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner. Other Duties: • Provide support to other branches as needed to ensure proper staffing levels., • Perform other related duties as assigned or directed to support branch and bank objectives. Ancillary Duties: As an integral member of Retail Banking, this position is responsible to provide assistance wherever necessary to help the Branches and the Bank in achieving their annual goals. This may include traveling to other branches in the area to provide support as needed and to ensure proper staffing and service levels. Qualifications Education, Training and Requirements: • High School Diploma or GED required, • Ability to complete internal teller and product training, • Ability to attend a 5-7 day initial training program, which may involve overnight travel depending on distance; the company covers or reimburses applicable travel expenses, such as mileage and lodging, • Reliable transportation Skills: • Excellent interpersonal, listening, and communication skills with the ability to create positive customer interactions, • Strong attention to detail with accurate and proficient math skills, • Clear thinking, sound judgement, and the ability to stay focused in a fast-paced environment, • Ability to follow established procedures, prioritize tasks, and maintain confidentiality, • Comfort using computers, digital tools, and standard office applications; ability to learn and navigate banking systems, • Ability to build trust, demonstrate professionalism, and maintain composure during sensitive or involved customer situations, • Ability to identify customer needs and direct towards appropriate bank products and services, • Must consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence Experience: • Prior customer service and/or banking experience preferred, • Demonstrated ability to work directly with customers in a service or problem-solving capacity, • All applicants must be 18 years of age or older Other: • Ability to work flexible hours based on branch needs, • This position is designated as a rotating role and requires regular travel to multiple branch locations within the region. Reliable transportation is required, and mileage is reimbursed according to company policy. Flexibility in scheduling and adaptability to different branch environments is essential, including coverage on short notice., • Ability and willingness to travel to training sessions, meetings, professional development programs, and company-sponsored events, as required.

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 exciting opportunity as part of our customer relations call center team. Customer Relations Specialist Our customer relations staff has a passion for excellence in customer service and are focused in their goal of doing what is right for our customers. Customer Relations Specialist provide quality service by telephone or electronic communication to Bank customers in an efficient and professional manner while adhering to Bank defined client service standards. The ideal candidate will have previous call center experience and excellent customer service and communication skills. For over 100 years Solvay Bank has been dedicated to our customers and our community. Join us and enjoy the many rewards; matched 401(K) retirement savings, health and dental coverage, and more. **Internal candidates must submit application by 5/29/2026 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 Position Title: Reports To: Customer Relations Specialist Customer Relations Supervisor Position Summary: Provides quality service by telephone or electronic communication to bank customers in an efficient and professional manner and adheres to Bank defined Client Service Standards. Inspires new business, while also cross selling when appropriate on inbound calls. Essential Duties and Responsibilities: • Fosters a positive and professional customer service experience during all interactions with customers and co-workers., • Researches and resolves customer inquiries in a timely manner to ensure customer satisfaction. Maintains “ownership” of the inquiry until adequately resolved., • Responds to First base inquires in a timely fashion and follows up with co-workers associated with the customer inquiry., • Maintains knowledge of products and services and is able to cross sell them to our customers. They include but are not limited to, Business Online Banking, ACH, Merchant Services, iBank, Positive Pay, Deposit Accounts, Certificates of Deposit, Insurance, Mortgages, Trust and Investment Services, Consumer Loan Products, and other retail products that are supported by the Customer Relations Department., • Responds to customer inquiries regarding bank products and services, Personal Online Banking, Business Online Banking, and reset passwords as needed., • Answers customer questions, researches account problems and generates changes to accounts as needed., • Performs assigned daily departmental functions and acts as a backup as needed., • Assist with special projects as needed., • Maintain a high degree of confidentiality regarding customer accounts. Qualifications: • Knowledge of banking products, policies, and regulations., • Strong interpersonal and communication (oral and written) skills., • Ability to cultivate and sustain strong customer relationships., • Understands Solvay Bank Work Values and visibly exhibits these values in daily approach to work and work relationships. Experience and Education: • 2 or more years of banking experience in a customer service/sales role., • Demonstrated success in problem resolution and cross sell ability., • Demonstrated knowledge of retail products, loan products, and services. Skills and Attributes: • Critical Thinking - Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to customer inquiries., • Written / Electronic Communication - Communicates effectively both verbal and written as appropriate for the needs of the audience., • Verbal Communication – Conveys information respectfully and intelligently by verbally communicating information and ideas so that others understand., • Motivation – Is self-motivated and has the ability to develop successful relationships with customers and co-workers., • Creativity and Innovation – Develops new and original ideas that foster growth and efficiency within retail banking and the customer care arena., • Dedication and Involvement – Is involved with the Solvay Bank Community and Staff. Physical Demands: 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 function. While performing the duties of this job, the employee is regularly required to use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; and talk or hear. The employee frequently is required to stand, walk, sit, and climb stairs. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The noise level in the work environment is moderate.

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 Provide administrative support to the Commercial Credit Support / Administration department. With minimal supervision this position will assume administrative services for various areas of the department, including but not limited to floor plan processing and centralized funding. An integral requirement is prioritizing and organizing responsibilities to assure timely completion for all assigned duties. Essential Duties: • Process all aspects of commercial floor plan account activity., • Prepares advance and payment requests as needed. Including customer account deposit, debit, and gl tickets when needed, • Process cross app for GL transactions, debits and credits from customers deposit account, • Schedules floor plan inventory inspections with Banker., • Reviews loan documentation for accuracy and adherence to compliance and procedure., • Corresponds with Customers and Bankers to ensure all required documentation is received timely, identifies missing documentation and tracks for receipt timely., • Maintains department records through shared files, • Review and process requests to and from participating/syndicate banks., • Review and process DocUSign funding, • Review and process AirFleet funding, • Communicate with other internal and external customers., • Adherence to pertinent policies, procedures, and internal controls, • Provide backup to all areas of the department, including but not limited to overdraft processing, construction monitoring, and centralized funding., • Maintain proficient knowledge of, and demonstrate ongoing compliance with, all applicable laws and regulations. Ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in timely fashion. Ancillary Duties: As an integral member of the Credit Support / Administration Department, this position is also responsible to provide assistance wherever necessary to help the Credit Support / Administration Department and the Bank in achieving their annual goals Qualifications Education, Training and Requirements: • Associates degree or equivalent experience in business desired; equivalent experience may be substituted., • All applicants must be 18 years of age or older. Skills: • PC proficiency (with Microsoft Office Products and specific departmental software), • Excellent written and oral communication skills, interpersonal skills, organizational skills., • Knowledge of commercial loans, processes, and procedures required. Experience: • Three (3)- Four (4) years of related commercial loan experience required along with general office experience preferred.

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