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DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Exclusive. Northeast holding company with technology services and manufacturing portfolio companies serving commercial markets. New role reporting to Chairman. Every portfolio company had their best year in 2025. On the horizon is further expansion led by AI based product development, international expansion, new customers, and recurring revenues streams. We are looking for a business advisor and influencer that is still willing to bear hug the business and drive future growth. Quick overview of responsibilities and leadership are: • Partner and contribute on short- and long-term strategies for the portfolio companies (i.e., geographical expansion, acquisitions, spin-offs, capital investments, incubator projects, organizational development), • Functioning as a consultant and advisory Board member to portfolio companies (i.e., pricing, margin management, leadership development, KPIs, capital expenditures, process improvements, working capital improvements, demand planning, business development, infrastructure build out), • Be liaison with external counsel on domestic and international customer contracts, labor agreements, and other legal matters REQUIREMENTS: BS required (Accounting, Finance, or Engineering preferred). MBA desired. Ideal candidate might come from investment banking or private equity targeting global technology markets. Role can be hybrid or in-office. REWARD: $270,000 to $300,000 DOE plus bonus (30-40%), LTIP (seven figure 3-5 year incentives), and superior benefits.

Consultant – Accounting Advisory Our consultants work as part of a team with other CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings, and developing a strong relationship with client management. Take ownership of your career at CFGI: · Gain exposure to a wide range of industries and/or projects. · Make a true business impact with your clients. · Own projects from start to finish. · Experience client interaction and thrive in a client-facing role. · Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. · Enjoy the flexibility of office/remote/client site work locations (engagement specific). · Create your own path. · Enjoy what you do! What you might expect: · Preparation of operational due diligence for complex transactions (i.e. – acquisitions and divestitures, stock offerings, debt raises, IPO’s). · Accounting projects focused on carving out business units/subsidiaries. · Integration with client’s internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support. · Preparation of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination). · Research & documentation projects related to new ASC accounting standards. · Process improvement projects and implementation of changes. Who you are: · An undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting. · Two to five years of experience in public accounting and/or industry accounting/finance with a minimum of two years at a Big 4 firm (Deloitte, EY, KPMG, or PwC). · Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams. · Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting. · Effective analytical and critical thinking abilities. · Entrepreneurial nature, self-motivated, ethical, and dependable. · High energy with commitment to quality client service. CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $95,000 - $110,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual’s level and overall work performance. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

1970 Group Greenwich, CT (On-site) About 1970 Group 1970 Group is a leading specialty risk financing firm, backed by Bain Capital Insurance, with deep expertise in structured financing, credit support, and risk management. We pioneered Insurance Collateral Funding (ICF) Backed by Bain Capital Insurance since 2024, 1970 Group is experiencing rapid growth and is well-positioned to expand its impact across the United States and Canada. The Role We are seeking a highly motivated Capital Markets Operations Associate to join our dynamic, high-growth team. Reporting directly to the VP of Capital Markets (who oversees both our bank, credit, and capital facilities as well as key day-to-day operational aspects of the business), you will play an essential supporting role across capital markets activities and operational execution. In this integrated position, you will contribute to relationship management, transaction origination and structuring, partner engagement, and the seamless day-to-day facilitation of letter of credit issuances and related workflows. You will work closely with the VP of Capital Markets and the COO, blending analytical, structuring, and operational responsibilities to drive execution and support our growth strategy in a collaborative, fast-paced environment with direct access to senior leadership. Key Responsibilities • Support relationship management with existing and prospective bank, credit, and capital partners, including preparation of materials and coordination of interactions., • Assist in the origination, structuring, negotiation, and execution of structured finance transactions and facilities., • Create and maintain high-quality investor presentation packages, pitch decks, and marketing materials for prospective partners., • Review and analyze credit agreements, facility documents, and covenants to ensure compliance and support ongoing portfolio management., • Perform financial analysis, including portfolio projections, scenario modeling, asset allocation, return metrics, and risk assessments., • Collaborate closely with Operations, Legal, Underwriting, and Business Development teams to ensure efficient, accurate, and timely issuance of letters of credit and execution of issuances., • Contribute to project management across commercial, operational, and technology initiatives as needed., • Support ad-hoc analytical and strategic projects for the COO and VP of Capital Markets. Qualifications & Experience • 4-6+ years of relevant experience in corporate/investment banking, capital markets, structured finance, portfolio management, or a related field., • Proven track record originating or supporting debt/structured finance transactions (e.g., due diligence, negotiation, deal execution, and management)., • Strong experience reviewing, interpreting, and synthesizing credit agreement language and covenants., • Solid understanding of structured finance concepts, including securitization, collateralized obligations, special purpose vehicles (SPVs), and/or credit facilities., • Excellent analytical, financial modeling, and problem-solving skills; ability to handle complex, unique fact patterns and make sound recommendations., • Demonstrated ability to manage projects and coordinate cross-functional teams (Operations, Legal, etc.)., • Outstanding communication and interpersonal skills, with the ability to build relationships internally and externally., • Bachelor's degree in finance, accounting, economics, business administration, or a related field; MBA, CFA, CPA, FRM, or similar advanced credentials strongly preferred. What We Offer • Competitive compensation package with significant performance-based upside., • Comprehensive benefits, including 401 (k), healthcare, and dental coverage., • Opportunity to work in a high-growth, entrepreneurial environment with direct exposure to senior management and meaningful career advancement potential., • Be part of a mission-driven firm backed by Bain Capital Insurance, solving real-world liquidity challenges for leading companies.

Public Accounting: Senior Assurance Manager Opportunity - Fully Remote option w/ a mid-size, top tier, full service CPA Firm This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $140,000 - $175,000 per year A bit about us: We are a full-service public accounting firm advising and assisting our clients with their accounting, tax, financial and strategic planning needs. We created an environment of higher standards – not only in terms of what our clients expect of us, but what we expect of ourselves. We have adopted a holistic business strategy in which our service areas work closely together to make sure we are considering our client’s overall business strategy when making important financial decisions. This unique service model empowers us to offer distinct solutions and is responsive to our client’s needs. Our professionals and team of advisors specialize in servicing privately held middle-market businesses in a broad range of industries. Why join us? • Full Benefits: Medical, Dental, Vision, • Competitive salary and overall compensation package, • 401 (k) with generous company match, • Life Insurance coverage, • Generous PTO, vacation, sick and holidays Job Details As a Senior Assurance and Accounting Manager, you will work with other members of our assurance practice to develop and sustain excellent client relationships. Our practice delivers quality audits and other services to privately-owned middle-market companies. Services include internal audit, employee benefit plans, outsourced accounting and contract compliance. Responsibilities: • The Senior Assurance and Accounting Manager is responsible for providing timely, high quality client service that meets or exceeds client expectations including the auditing of all required financial statements, related disclosures and other client deliverables, • Review and supervise staff work on client engagements to ensure firm’s quality control procedures are followed, • Collaborate with other Senior Managers and Partners in the areas of risk assessment, audit programs, internal audit reports and budgeting, • Understand skill sets and capabilities of Seniors and Staff and monitor and review work product that they prepare and report on performance while articulating notes for improvement throughout the process, • Advising client on various economic and regulatory risks resolve complex accounting issues, • Ability to apply all areas of GAAP to complex situations, including writing technical memos and inter-office consultation papers and serve as a technical resource with the ability to explain and teach staff, • Informs partners of progress on engagements, takes timely action on technical, scheduling and other problems. Brings recommended solutions to partner’s attention for timely action., • Provides training, leadership, recognition and administrative direction to motivate and develop team members, • Understands the economics of the firm’s practice and ability to management profitable engagements. Has direct client billing responsibility., • Supports the management with decisions pertaining to policies and procedures and brings that support to the team, • Accepts other administrative and supervisory responsibilities, including recruiting and leading professional development conferences, as required, • Bachelor’s degree in accounting or related field required, • Several years of experience in a public accounting firm or related experience, • Minimum of 3 years of supervising and training experience, • CPA certification required, MBA is a plus Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. 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Manager, Financial Planning & Analysis This Jobot Job is hosted by: Melanie Courtney Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $130,000 per year A bit about us: Our client is the largest and only national linen rental and laundry service specializing in the healthcare market. Why join us? Competitive pay Medical, Dental, Vision, Pet, Legal, and Hospital Indemnity Insurance 401k (match) and Paid Time Off package Job Details The Manager of Financial Planning & Analysis will execute and continuously enhance a variety of critical company-wide and operational financial processes. Reporting directly to the Senior Vice President of FP&A, this role will lead critical enterprise processes including the Annual Operating Plan (AOP), sponsor and lender reporting, and financial reporting & performance management, while owning and advancing the company’s Oracle EPM platform. Success will require partnering with functional leaders to ensure alignment with financial and performance targets while proactively identifying risks and opportunities. This individual will operate at the intersection of finance, operations, and executive leadership, translating complex financial data into actionable insights that drive EBITDA expansion and data-informed decision-making. The Manager must ensure that business decisions are grounded in rigorous financial analysis and aligned with both short-term performance goals and long-term strategic objectives. The ideal candidate will demonstrate strong attention to detail, thoughtful leadership, and a collaborative mindset. This individual must be able to leverage strong analytical and written communication skills to deliver relevant, timely, and actionable insights to business leaders while effectively monitoring and evaluating performance against established objectives. The ideal candidate must also be comfortable working within a matrix organization. Key Responsibilities Annual Operating Plan (AOP) Ownership • Lead end-to-end AOP process across all business units and functional areas (timeline, P&L models, assumptions, consolidation), • Partner with operational and functional leaders to pressure-test assumptions and align targets with value creation plan, • Drive bottom-up and top-down alignment across revenue, cost structure, and capital deployment, • Translate AOP into actionable KPIs and operating cadences across the organization, • Continuously refine planning processes within Oracle EPM (Planning/Forecasting modules) Sponsor, Lender, and Internal Reporting • Own preparation of flash/monthly/quarterly reporting packages for the management team, private equity sponsors, and lenders, • Ensure consistency, accuracy, and auditability of all reported financials, • Partner with CFO/SVP FP&A to support Board materials and investor communications, • Anticipate and respond to sponsor inquiries with data-backed insights Oracle EPM Leadership • Serve as functional owner of Oracle EPM (Planning, Reporting, Consolidation), • Partner with IT and external providers to resolve system limitations and enhance capabilities, • Establish best practices for data governance, dimensionality, and reporting consistency Financial Reporting & Performance Management • Lead monthly and quarterly performance analysis vs. AOP and prior year, • Identify key drivers of EBITDA variability across P&Ls, • Deliver concise, decision-oriented, actionable insights to senior leadership, • Build detailed financial models to assess performance, identify growth opportunities, productivity improvements and forecast future results, • Perform other ad-hoc duties as requested Qualifications • Bachelor’s degree in finance or accounting - CPA and/or MBA in Finance designations preferred, • Minimum 5 years of experience in FP&A and/or closely related function, • Minimum 3 years = in a Corporate Headquarters role, with experience in a privately held or private equity owned organization preferred, • Strong accounting and financial modeling knowledge and experience, including reasonable familiarity and understanding of Generally Accepted Accounting Principles (GAAP) and ability to understand/interpret financial statements Interested in hearing more? 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A recruitment agency seeks a Chief Financial Officer to lead financial strategy and oversee accounting operations.Candidates must have a Bachelor’s degree in Finance or related field, with preferred MBA/CPA, and at least 10 years of progressive financial leadership experience.The role involves dir

Job Description Job Overview Reporting to the Executive Director, the responsibilities for the Director of Finance and Operations are diverse, encompassing both high-level strategy and direct operational management. 1. Strategic Financial Management: Develop and implement long-term financial strategies, including planning, budgeting, and forecasting to support the agency’s mission and goals., 2. Financial Reporting and Compliance: Oversee all accounting processes, ensuring the preparation of accurate and timely financial statements in accordance with US Generally Accepted Accounting Principles (GAAP) for nonprofits. This includes managing internal controls, external audits, NYS Consolidated Fiscal Reporting System (CFRS), NYS Consolidated Budget Report (CBR) and other state and federal grant compliance., 3. Operations Oversight: Supervise and manage day-to-day administrative and operational areas, including human resources, information technology, facilities management, and vendor relationships., 4. Cash Flow and Treasury Management: Collaborate with Archdiocese of New York, Department of Education Finance Department regarding cash flow, liquidity, banking relationships, and investment operations to ensure the agency’s financial stability and optimize working capital., 5. Leadership and Team Development: Mentor and lead the finance and operations teams, promoting a culture of high performance, continuous improvement, and accountability., 6. Risk Management: Work with risk management team of the Archdiocese of New York to ensure appropriate insurance coverage for the agency., 7. Board Liaison: Serve as the primary liaison to the agency’s Board of Directors, Finance and Audit Committee, effectively communicating critical financial and operational matters and providing data-driven insights., 8. Process Improvement: Evaluate and enhance financial and operational systems and processes to improve automation, accuracy, and overall efficiency. Requirements: • Business or Accounting degree required, an MBA preferred., • Must be familiar with nonprofit finance and accounting regulations, as well as proficient in NYS Consolidated Fiscal Reporting System (CFRS), NYS Consolidated Budget Report (CBR) and other state and federal grant compliance., • Minimum 5 years’ experience in a management role, ideally with both external audit and in-house financial management., • Experience as an employee of a nonprofit organization., • Excellent judgment and creative problem-solving skills including negotiation and conflict resolution skills., • Demonstrated success leading the assessment, development, and implementation of financial initiatives, administrative, and organizational development policy improvement., • Ability to work effectively individually and as part of a team., • Ability to provide leadership training, coaching, and support across the agency., • Flexible and adaptable; open to feedback and improvement with positive attitude., • Demonstrated history of being organized, thriving under pressure, remaining calm while taking on difficult challenges, delivering on deadlines, and ability to take on multiple projects., • Superior management skills: ability to influence and engage direct and indirect reports and peers., • Self-reliant, good problem solver, results oriented., • Exceptional written, oral, interpersonal, and presentation skills., • Able to maintain confidentiality at all times., • Proficiency in Microsoft Office and Microsoft Excel., • Familiarity with QuickBooks and Lawson.Company DescriptionFor 53 years, ADAPP is dedicated to serving, with excellence, the children, adults, and families within the schools, parishes, and communities of the Archdiocese of New York. As a New York State Office of Addiction Services and Supports (OASAS) prevention provider, we strive to provide innovative, comprehensive services, including counseling and education, to prevent and intervene in the use of alcohol and other drugs.For 53 years, ADAPP is dedicated to serving, with excellence, the children, adults, and families within the schools, parishes, and communities of the Archdiocese of New York. As a New York State Office of Addiction Services and Supports (OASAS) prevention provider, we strive to provide innovative, comprehensive services, including counseling and education, to prevent and intervene in the use of alcohol and other drugs.

Job DescriptionDescription: Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts in equity and fixed income, open architecture manager research, trust and estate planning and family office services include tax compliance and planning. CTC has offices in New York, Palm Beach, Naples, Connecticut, Charlotte, Virginia and Delaware. Our primary mission is to provide our clients with a portfolio of financial services that capture superior long-term investment returns throughout all market cycles by executing our proven commitment to value-added, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first. Position Description The Director of Finance is a strategic leader responsible for overseeing financial planning, forecasting, budgeting, management reporting, and business analytics for the firm. This role partners closely with executive leadership, business unit heads, the outside board of directors and operations to drive data-driven decision-making, optimize profitability, and support long-term growth in a complex, regulated wealth management environment. The ideal candidate combines deep financial expertise with strong analytical capability and an understanding of revenue models common to wealth management firms (AUM-based fees, advisory fees, recurring revenue streams). Key Responsibilities • Lead the firm’s annual budgeting and multi-year strategic planning process., • Develop rolling forecasts and scenario models aligned with AUM growth, market performance, client acquisition, and advisor productivity., • Oversee revenue forecasting driven by AUM, fee schedules, advisor performance, and market conditions., • Prepare and present executive and board-level reporting packages., • Ensure the integrity and accuracy of financial reports working closely with Corporate and Fund controllers who prepare financial statements., • Foster a culture of accountability, analytical rigor, and continuous improvement., • Bachelors Degree in Finance, Accounting, Economics or related field. MBA or CPA preferred;, • 8-10+ years of experience with a minimum 5 years in a wealth or asset management environment;, • Solid experience providing executive level reporting for private client/ultra high net worth wealth management firms required., • Excellent oral and written communication skills;, • Familiarity with the broad range of products and services behind the operations of a complex financial services firm;, • Experience working in a collaborative and consensus-building, yet demanding environment;, • Familiarity with regulators and regulatory processes. Requirements:

Job DescriptionAbout OPAL Fuels OPAL Fuels (Nasdaq: OPAL) is a leader in the capture and conversion of biogas into low carbon intensity RNG and renewable electricity. OPAL Fuels is also a leader in the marketing and distribution of RNG to heavy duty trucking and other hard to de-carbonize industrial sectors. For additional information, and to learn more about OPAL Fuels and how it is leading the effort to capture North America’s naturally occurring methane and decarbonize the economy, please visit . Position Summary We are seeking a skilled Assistant Controller to support core accounting operations, financial reporting, and the monthly close process. Reporting to the Business Controller, this role plays a key part in maintaining accurate financials, overseeing joint-venture accounting, strengthening processes and controls, and supporting a rapidly growing organization. The ideal candidate brings strong technical account expertise, experience in complex corporate environments, and the ability to operate with precision in a fast-paced setting. Duties and Responsibilities • Lead the monthly, quarterly, and annual close processes, to ensure timely and accurate results., • Oversee close workflow and reconciliation processes within the close management system, ensure compliance with internal controls., • Review journal entries and account reconciliations across subsidiaries., • Ensure adherence with U.S. GAAP and internal accounting policies., • Prepare monthly internal management reporting packages, • Support quarterly and annual external financial statement reporting., • Oversee accounting for joint‑venture projects, including monthly reporting, allocations, and partner requirement, • Manage key JV partner responsibilities, • Review revenue invoicing reviews, royalty statements, and related supporting documentation., • Manage recurring financial packages for joint ventures and internal stakeholders., • Support accounting for environmental credit transactions., • Manage key relationships with business operations team and senior leadership., • Manage and provide guidance and oversight to accounting seniors and staff., • Manage internal and external audit requests and support SOX compliance., • Bachelor's degree in Accounting, CPA required; MBA preferred, • 8+ years of progressive accounting experience; Big 4 public accounting experience required, • Industry experience in energy, infrastructure, or capital-intensive sectors is strongly desired, • Strong knowledge of U.S. GAAP and internal controls SOX practices., • Experience with ERP systems, preferably NetSuite, and financial systems controls, • Highly organized with strong analytical communication, and problem-solving skills. Physical Requirements The physical demands described are representative of those required 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. Work is performed in an office environment and requires the ability to operate standard office equipment and keyboards. Position requires substantial movements of the wrists, hands, and/or fingers as necessary. Employee is required to perform activities such as preparing and analyzing data and figures; transcribing; viewing a computer terminal, and extensive reading. Must be able to remain in a stationary position for an extended period. Job Type Full-time Pay The range for this role is anticipated to be $130,000.00 - $160,000.00 per year annually with bonus for eligible positions. Where a specific pay range is noted, it is a good faith estimate at the time of this posting. The actual salary offered will be based on experience, skills, qualifications, market / business considerations, and geographic location. Benefits • Health Insurance, • Dental Insurance, • Vision Insurance, • Life Insurance, • Short & Long Term Disability, • 401(k) plus Matching Contributions, • Tuition Assistance, • Referral Bonus, • Generous Paid Time Off OPAL Fuels does not accept unsolicited resumes from third-party recruiters or agencies without a current signed agreement and written confirmation specifying the roles for which submissions are authorized. Any resumes submitted without an agreement and authorization will be considered the property of OPAL Fuels. Powered by JazzHR yoRd0Z0EI8

Job Description Our Mission The school is an independent, coeducational day school dedicated to providing an excellent instructional program for children with language-based learning disabilities. The multisensory curriculum is designed for students of average to superior intelligence who can benefit from the unique educational experience provided. Through direct instruction in small class settings, a trained staff assists students to improve their language skills. Academic success, combined with opportunities for social and emotional growth, enables students to understand their learning styles, build confidence, and develop self-advocacy skills. Windward is committed to helping students achieve their full potential in preparation for a successful return to the mainstream educational environment. To meet these goals, the school provides ongoing training to its faculty based on the most current research and also shares its expertise with the parent body, other educators, and the broader community. Our Vision A world where every child with a language-based learning disability is empowered to achieve unlimited success. THE POSITION This position is the lead financial officer of The Windward School. The position has primary responsibility for managing and facilitating the functions of the business office, which includes payroll and vendor management. The position also provides support to the Head of School in the execution of his/her duties to facilitate and forward institutional advancement. The Chief Financial Officer (CFO) reports directly to and serves as a strategic partner to the Head of School and is a member of the Executive Team. The CFO serves on the Board of Trustees Finance Committee, as well as other committees as directed by the Board. The CFO provides leadership and management of the school’s finances and is responsible for the supervision, coordination, and administration of all aspects of the Business Office, plant and facilities, risk management, employee management, and policy management. In partnership with the Head of School, the CFO maintains relationships with banks, professional accountants, legal counsel, and insurance companies. Duties and Responsibilities • Support the Head of School and the Board of Trustees in the development of school policies and procedures that support the mission of the school and safeguard the well-being of the school and its employees., • Develop and manage, with the Head of School and Finance Committee, the annual operating budget, the long-range financialplanand budgets related to special projects and/or capital campaigns., • Prepare regular financial reports for the Finance Committee and the Board which reflect the financial position of the school in comparison with the approved budget., • Oversee all school purchasing, cash management, financial investments, banking activities,payrolland benefitsprogram., • Secure an annual audit of the school's financial records and financial positions., • Oversee the preparation of financial records for annual independent audit andassistthe audit team in preparation of form 990 and other returns, including the form 5500., • Supervise the work of the business office staff and use standard accounting and bookkeeping procedures, to keepan accuratecontinuous record of the cash and financial position of the school and manage the financial operation of the school so that the institutionremainsfinancially stable., • Work in collaboration with the Director of Human Resources to maintain and improve human resources functions, including assessing, writing, and implementing appropriate personnel policies; overseeing the preparation of payroll and benefits programs including health insurance and retirement programs; overseeing the administration of hiring, retention, termination, and personnel records; ensure all programs are in compliance with federal and state laws and regulations., • Provide a regular reportofexpenditures for useofeach department within the school., • Manage risk at the school to ensure the safety of personnel and students in their use of the facilities and tomaintainappropriate levelsof insurance to protect the property and to cover the liability of the school; and, • Oversee the administration of financialassistanceawards as a member of the Financial Aid Committee, working with the Head of School, the Associate Head of School, and the Director of Admission;supportthe re-enrollment process for students., • Collaborate with the Windward Institute in developing annualbudgets., • Torepresentthe school at various regional, state, and national associationsrelativeto the role of being the lead financial officer., • To perform other duties as assigned by the Head of School., • Understanding of and commitment toWindward’smission and core values, • Complete knowledge of not-for-profit administration and accounting practices, • Excellent skills in oral and written communications, • Strong understanding of employment law and practices, • Strong understanding of school administration, • Customer-oriented with great people skills, • Ability to work with and get along well with others., • Bachelor’s Degree in Accounting/Financerequired, • CPA or MBA desired, • 10+ years of related experience

Job DescriptionJob Title: Sr. Analyst, Government Price Reporting Department: Commercial – Pricing and Contract Admin. Duration: Full Time, ExemptLocation: Hybrid (Stamford, CT/Remote) Prefer on-site once a week.Preferred States: CT, NJ, NY, NC, RH, FLReports to: Sr. Manager, Government Pricing Job Summary:Responsible for calculating/reviewing, analyzing, documenting, maintaining, and reporting price calculation submissions for federal and state government pricing programs for the following agencies: The Center for Medicare and Medicaid Services (CMS), Department of Veterans Affairs (VA), Department of Defense Tricare (DOD), and Health Resources & Services Administration (HRSA). Primary Responsibilities: • Work with Sr. Manager to ensure that all pricing submissions are accurately calculated, analyzed, and validated to ensure that the required government pricing variables for monthly, quarterly, and annual pricing submissions are appropriately reported to various federal and state government agencies., • Perform detailed monthly and/or quarterly analysis of pricing and calculation components to determine root cause of variances., • Ensure all government pricing data is properly archived and maintained in order to comply with all Federal guidelines and audit requirements., • Support administration of subsidiary government pricing computations through review of deduction, return, and sales data., • Assist in the adjudication and payment of Department of Defense Tricare rebates and the development of accruals., • Ensure all government pricing documentation is available and accurate., • Support testing of new software due to government pricing systems upgrades and/or changes inpricing methodology., • Support updating and maintaining SOPs where appropriate., • Support other team members in government pricing work review. Education and Experience Requirements, • Minimum 3-5 years of industry experience in healthcare, pharmaceutical and/or medical device industry; math, accounting, and analysis functions preferred., • Minimum 2 years of experience working in the areas of government pricing, rebate adjudication, contract management process/systems, and document control, etc., • Bachelor’s degree in business, science, math, or related analytical field; Master’s degree (MBA) desirable, not required.Necessary Knowledge, Skills, and Abilities, • Proficient in Outlook, MS Excel and MS Word; knowledge of SAP and Revitas/Model N/ Government Pricing / Contract Sphere or other pharmaceutical contract/rebate/membership systems a plus; must possess technical skills sufficient to learn new systems, understand system functionality well, and test systems when required., • Good understanding of Medicaid Drug Rebate Program and Department of Veterans Affairs pricing calculations and reporting processes; understanding of the involvement of statutory/regulatory and compliance in the government calculation process; proven understanding of current health care environment, regulations, and health care reform laws., • Organizational skills and ability to manage multiple projects at one time; ability to adjust to changing needs within the organization and flexibility to change priorities as needed; must be able to work under strict deadlines., • Excellent written and verbal communication skills to interact with external and internal customers; interpersonal skills with demonstrated ability to work well with others, manage work with counterpart(s) and drive towards consensus., • Strong mathematical, analytical, and critical reasoning skills; ability to analyze data and trends, to develop and/or work with flexible pricing models to rapidly facilitate complex management decision-making, address the pricing of potential risk areas, and to strategically model and present “what if” scenarios to support the proposal process; attention to detail with the capability to appropriately define issues, questions data; ability to comprehend qualitative and quantitative methods to perform accurate analysis; ability to creatively think about different problems and devise pragmatic solutions to develop data into actionable information.

Job DescriptionSalary: $125,000-$150,000 AMCAP, INCORPORATED is a vertically integrated private real estate investment firm founded in 1979 with primary offices in Stamford, Connecticut and Denver, Colorado. The firm focuses on grocery-anchored and necessity retail shopping centers in the Top 100 U.S. MSAs. AmCap's growing nationwide portfolio includes 23 properties totaling approximately 5 million square feet, representing nearly $1 billion in assets under management. The firm is actively investing in value-add and core-plus transactions on behalf of its institutional investors. Position Overview AmCap is looking to fill a full-time Investment Associate role in our Stamford, CT headquarters. This position will support the Acquisitions, Investor Relations and Portfolio Management teams in sourcing, evaluating, managing, reporting and executing value-add and core+ investment opportunities ranging between $15 million to $200 million in size. The Associate will work closely with senior team members across all stages of the investment process, gaining exposure to underwriting, due diligence, operations, reporting, management and transaction execution. Essential Functions • Review new investment opportunities and manage deal pipeline, • Evaluate new investment opportunities and actively manage the acquisition pipeline from initial screening through closing, • Source both marketed and off-market opportunities through broker and owner relationships, industry events, and direct outreach efforts, • Lead market and property research, underwriting, financial modeling, deal structuring, financing coordination, due diligence, and execution, • Review, organize, and assess diligence materials to identify key risks, validate underwriting, and support investment decision-making, • Review and negotiate transaction and operating documents, including LOIs, PSAs, leases, loan agreements, and management agreement, • Prepare investment committee memoranda, valuation analyses, and other decision support materials for presentation to senior leadership., • Support portfolio-level performance analysis, valuation work, business plan tracking, and strategic asset review across the firms investments., • Prepare investor and internal reporting materials, including quarterly reports, portfolio dashboards, performance summaries, and ad hoc analyses., • Support capital raising efforts through development of investor materials, portfolio analytics, track record support, and diligence response materials., • Collaborate across acquisitions, asset management, leasing, property management, operations, finance, and accounting to aggregate information and produce clear, decision-useful work product., • Periodic travel required in connection with sourcing, diligence, asset review, and transaction execution. Requirements • Minimum of 3 years of successful track record sourcing, underwriting and closing retail real estate acquisitions. Core Plus/Value-add/Opportunistic retail transaction exposure is a plus, • High proficiency with Argus Enterprise and Microsoft Excel/PowerPoint/Word, • Strong financial modeling, analytical skills and critical thinking, • Strong retail real estate industry network including brokers, owners, investors, lenders, etc., • Bachelors degree in finance, real estate, economics or other related fields; MBA is a plus, • Ability to thrive and lead in a fast-paced environment working on multiple projects simultaneously. This position will at times require extended work hours. Ability to move with a sense of urgency, • Demonstrated record of leadership and effective project management skills, • Demonstrated experience managing client/investor, seller, broker and lender relationships, • Strong communication and interpersonal skills, • Interest in helping to grow an entrepreneurial business significantly in the coming years, • Cordial and positive person with strong presentation skills Compensation and Benefits • Annual Salary Range: $125,000-$150,000, • Annual performance bonus, • Benefits: Health, Dental, Vision insurance; Life and AD&D, Short Term Disability and Long Term Disability insurance; 401(k); Paid Time Off; Paid Parental Leave, Fertility Reimbursement Program

Job DescriptionManager – Accounting AdvisoryManagers at CFGI work closely with senior management of Fortune 500, mid-cap, and start-up companies. CFGI Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing client relationships, and business development. Take ownership of your career at CFGI: · Gain exposure to a wide range of industries and/or projects.· Make a true business impact with your clients.· Own projects from start to finish.· Experience client interaction and thrive in a client-facing role.· Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. · Enjoy the flexibility of office/remote/client site work locations (engagement specific).· Create your own path.· Enjoy what you do! What you might expect:· Integration with client’s senior management to solve complex accounting issues and for preparation of proposed resolutions. · Review of work prepared by consultants on operational due diligence for complex transactions (i.e. – acquisitions and divestitures, stock offerings, debt raises, IPO’s).· Review of consultants’ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination). · Research and documentation projects related to new ASC accounting standards.· Process improvement projects and implementation of changes.· Lead and mentor consultants, acting as a role model, and providing creative solutions that enhance the consultant’s overall experience.· Participate in the firm’s recruiting efforts, client relationship building, and business development efforts. Who you are:· An undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.· Five to seven years of experience in public accounting and/or industry accounting/finance with a minimum of two years at a Big 4 firm (Deloitte, EY, KPMG, or PwC).· Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.· Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.· Proactive in identifying client needs and effective in building a strong relationship with clients. · Highly organized and focused and demonstrates ability to set overall engagement expectations and direction. · Effective analytical and critical thinking abilities.· Entrepreneurial nature, self-motivated, ethical, and dependable.· High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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