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Hearing Representative - Special Education Claims \n \n Background on the Project: \n A prestigious government agency is addressing the backlog of special education claims in New York City to ensure timely and fair resolution of disputes between parents and the city regarding educational plans for children with special needs. Recent rulings have emphasized the need for faster resolution of these claims and improvements in special education services and payment processes. This initiative requires dedicated attorneys to join the team and play a critical role in managing a high volume of cases and driving claims through the administrative process. \n \n Role Overview: \n Our client is seeking contract attorneys barred and in good standing in any state with 1+ years of litigation experience to Work Remotely on a 1 plus year assignment. As a Hearing Representative, you will represent our client throughout the entire special education claims process—from intake to resolution or settlement. \n \n Pay Rates: \n\n • 1 to 7 years of experience: $42.59/hour\n, • 7+ years of experience: $44.63/hour\n\n \n Key Responsibilities: \n\n • Case Management: Manage a high-volume caseload of 100–200 special education claims, ensuring timely and effective handling.\n, • Representation: Prepare for and/or litigate complex cases involving significant legal precedents, policy implications, or financial impact. Represent the agency in administrative hearings, pre-hearing conferences, and settlement negotiations.\n, • Administrative Process: Navigate procedural requirements and ensure compliance with federal and state education laws and regulations.\n, • Documentation: Prepare and review all necessary filings, agreements, and reports with accuracy and thoroughness.\n, • Settlement Negotiation: Work with parents, public advocacy groups, and opposing counsel to reach fair resolutions while negotiating claims for attorney’s fees.\n, • Training and Collaboration: Collaborate with special education specialists, technical experts, and attorneys; provide training to field staff and clinical staff on compliance with education laws.\n, • Research and Compliance: Analyze case law, gather evidence, and evaluate settlement demands. Provide guidance on compliance obligations to parents and students under hearing orders.\n\n \n Required Qualifications: \n\n • Bar Admission: Active bar license in good standing in any U.S. state.\n, • Litigation Experience: Minimum of 1+ years of recent litigation experience (more preferred).\n, • Tech Savvy: Strong proficiency in Microsoft Office Suite and ability to troubleshoot basic technical issues.\n, • Caseload Management: Proven ability to manage 100–200 cases concurrently.\n, • Timekeeping: Ability to log activities in 15-minute increments throughout the workday.\n, • Remote Work Skills: Dedicated workspace, reliable Wi-Fi, and comfort with virtual tools like Microsoft Teams and Outlook.\n, • Schedule Flexibility: Willingness to accommodate early morning hearings and work within Eastern Time Zone hours (7 AM–7 PM).\n, • Preferred Experience: Administrative Law, IEP/Special Education, Experience working for a government agency, Public Interest work, Settlement experience.\n\n \n We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

Job DescriptionAnimal Hospital Receptionist An experienced Veterinary Receptionist needed for a full service animal hospital who is hard working, reliable and a team player. *MUST HAVE ANIMAL HOSPITAL EXPERIENCE (or related animal field). Good communication skills, organizational abilities, and the ability to multi-task are a must. Knowledge of basic animal husbandry, handling and restraint. Basic computer knowledge. Experience with Cornerstone billing program a plus. Ability to answer the phone courteously and deliver clear messages. Ability to respond calmly and quickly in a medical emergency. Maintain front office, answering phone, scheduling appointments, keeping medical records orderly and complete, managing the computer system. Greeting clients and their pets, answer client questions in person and on the phone. Enter bill information quickly and accurately, making sure client receives any medications or products they need that day.

This job posting is anticipated to remain open for 30 days, from 30-Sep-2026. The posting may close early due to the volume of applicants.Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our _. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We’ll give you the support you need. Our team will be there every step of the way, providing: • Comprehensive 6-month training including an experienced peer to help mentor you, • A wide support network that extends from your branch office to your region to the home office, • You’ll often work independently but will have a team of thousands backing you every step of the wayCan you see yourself…, • Delivering exceptional personalized service to ensure clients feel understood and informed, • Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year, • Actively listen for situations in the clients' lives that may indicate a need for additional services, • Driving marketing activities such as planning and executing events What skills would make you a successful BOA? • Analytical Thinking, • Attention to Detail, • Adaptability, • Conversational Skills, • Digital Tool Utilization, • Team Collaboration Role Requirements • Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members., • Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records., • Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan., • Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: _ Check out our Canadian awards and accolades: _ Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. You can also expect… • A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions, • An inclusive environment where everyone’s different viewpoints are valued and help to achieve results., • We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being, • Full-time Associates receive the following benefits:, • Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our _.You'll be competitively compensated…, • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities., • Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance., • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Note : This is an educational program, not a job.Successful completion of the program does not guarantee employment but will equip you with valuable skills for the business job market.Looking to start a rewarding career path in the business world? Use Dreambound to find a Business Administration pro

The Principal Database Administrator will support multiple product teams across Dealer Solutions and play a key role in working on (managed and optimized enterprise database systems) cloud migration initiatives.This role will be responsible for managing, optimizing, and re-architecting the current on-premises database environment. As a key technical enabler of the organization's cloud strategy, the Senior Database Administrator will first stabilize and remediate the existing database infrastructure, then design and execute a safe, phased migration to AWS. This position bridges the gap between the current aging, monolithic on-premises database environment running on on-prem infrastructure and a future-state scalable, cost-efficient, cloud-native database platform. The ideal candidate is a technical leader who serves as the organization's primary database authority. They are responsible for defining database strategy, driving cloud modernization efforts, advising architects and software engineers on data architecture decisions, ensuring high availability and security of enterprise platforms, and leading complex migration, resiliency, and performance initiatives. They possess deep expertise across both traditional relational databases and modern cloud-native data platforms while influencing technical direction across multiple engineering teams. Min Qualifications • Bachelor's degree in Computer Science, Information Systems, Engineering, or a related discipline with 10+ years of experience in database administration, database engineering, or related technical roles. The right candidate may also have a Master's degree with 8+ years of experience, a Ph.D. with 5+ years of experience, or 14+ years of directly related experience., • Experience in database design, database code development, database administration, and systems engineering to build high-performance, fault-tolerant database systems and infrastructure for database-centric applications., • 8+ years of experienced with multiple AWS RDS database technologies (PostgreSQL, MySQL, Oracle) and NoSQL services such as DynamoDB, understanding trade-offs between AWS-managed variants., • Experience supporting 24x7 production systems with strict SLAs and uptime requirements., • Expertise in high-availability and disaster-recovery technologies (clustering, replication, failover, backup/restore strategies) to reduce risk and downtime across critical systems. Strong background in high-availability/disaster-recovery technologies (e.g., clustering, log shipping, GoldenGate, Always On, replica sets)., • Perform logical and physical database design, data modeling, performance management/monitoring architecting and building databases from business requirements through planning, testing, and production deployment., • Provide expert-level leadership for Microsoft SQL Server environments, serving as the highest-level technical authority across database architecture, platform strategy, modernization, upgrades, migrations, cloud transformation, high availability, disaster recovery, replication, clustering, and backup/recovery ensuring resilient, scalable platforms with minimal business disruption and downtime., • 8 years of performance tuning, indexing strategies, query optimization, and execution plan analysis., • Drive innovation through implementation across functional teams, both internal and external, to meet business requirements., • Ability to design and support solutions spanning relational databases and microservice architectures, selecting the right technology for the right workload., • Strong collaboration with software engineers and architects on application and data architecture decisions, ensuring systems are built for scalability, resilience, and performance., • Use of observability tools and operational intelligence platforms to proactively monitor database health and drive data-informed operational decisions., • 8+ years Building and maturing CI/CD practices for database changes (schema migrations, deployment automation, version control, automated testing)., • Mentor database administrators, influence architects and developers, review complex technical designs, lead strategic initiatives, and define the long-term evolution of the database platform., • Strong communication skills translating technical trade-offs for engineers and non-technical stakeholders., • Experience working in Agile development environments (Scrum, Kanban, or similar), collaborating within sprint-based delivery cycles. USD 178,200.00 - 297,000.00 Compensation: Compensation includes a base salary in the range of $178,200.00 - $297,000.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program. Benefits: The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company's needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. EOE, including disability/vets

Controller Inventory | COGS & Landed Cost | NetSuite Standard Costing | Greater Fairfield, CT Area or Remote on the East Coast About the Opportunity Our client in the omni-channel retail space is seeking an experienced Controller to provide support for a global inventory and cost of goods sold (COGS) function. This company is newly live on NetSuite and preparing for their first close processes. This is a highly specialized cost accounting engagement requiring hands-on Oracle NetSuite standard costing experience within a multi-entity environment. The organization recently completed a global NetSuite implementation and is navigating its initial month-end close cycles in the new ERP environment. What You'll Be Doing Standard Costing & COGS • Manage and refine NetSuite standard costing across multiple entities and product lines., • Analyze and explain standard cost variances, including purchase price variances and inventory revaluations., • Own landed cost accounting processes, ensuring accurate allocation and reporting of inventory-related costs., • Partner with purchasing, supply chain, and logistics teams to maintain accurate product costing. Inventory Management & Reconciliations • Reconcile inventory quantities and valuations across multiple international entities and warehouse locations., • Investigate and resolve inventory discrepancies, stock movements, write-offs, and adjustments., • Prepare inventory reserve and provision analyses., • Reconcile inventory-in-transit and intercompany inventory balances. Logistics & Cost Analysis • Analyze third-party logistics (3PL), freight, and shipping costs., • Investigate cost variances by channel, region, and distribution network., • Support operational leaders with cost analysis to improve fulfillment and logistics decisions., • Review inventory-related accounts payable transactions for appropriate cost allocation. Month-End Close & Process Improvement • Lead inventory and COGS month-end close activities, including accruals and journal entries., • Establish scalable and repeatable close processes within NetSuite., • Maintain audit-ready schedules and supporting documentation., • Develop comprehensive process documentation and standard operating procedures. Required Qualifications • Demonstrated hands-on Oracle NetSuite standard costing experience in a multi-entity, multi-currency environment., • Strong expertise in:, • Standard costing, • Product costing, • Landed cost accounting, • Inventory reconciliation, • Cost variance analysis, • 5+ years of accounting experience within a product-based business, including consumer goods, retail, eCommerce, manufacturing, or FMCG environments., • Experience managing inventory and landed costs across multiple entities, countries, or warehouse locations., • Proven ability to work independently in fast-paced, evolving environments., • Flexibility to collaborate with globally distributed teams across multiple time zones. Preferred Qualifications • Experience supporting early close cycles following an ERP implementation., • Exposure to eCommerce and marketplace platforms such as Shopify and Amazon., • Experience analyzing logistics, freight, and 3PL costs., • Familiarity with IFRS reporting standards. #NetSuite #CostAccounting #SeniorAccountant #InventoryAccounting #COGS #ERP #FinanceJobs #AccountingJobs #ContractJobs #RemoteJobs #SupplyChainFinance #eCommerceFinance

McCarter & English is seeking a Client Reporting Specialist who may be based in any of our office locations. The Client Reporting Specialist will work with a cross-functional team to facilitate exceptional legal services to clients across a number of practice areas. The core responsibility of this role is to work with client teams to ensure outside counsel guideline (OCG) billing compliance and develop, maintain, and distribute reports, dashboards, and other insight tools. The ideal candidate will have a minimum of one fulltime year of quantitative, analytical professional experience or equivalent cumulative part-time or internship experience, and fluency in legal dispute lifecycles, exposure to litigation deliverables, or experience with complex litigation workflows. The salary range for this position is $90,000 – $110,000 annually depending on experience. If you have the appropriate experience, we invite you to consider joining our team. Candidates who receive an offer of employment will be processed through a background check which will be an individualized assessment based on the applicant’s or employee’s specific record and the duties and requirements of the specific job. Please send resume and cover letter to the attention of Christine Lydon, Esq. at recruiting@mccarter.com. Essential Duties • Liaise between the firm and clients to ensure adherence to outside counsel guidelines with a focus on financial and staffing reports, status updates, and working with the other business professionals to meet client requirements., • Review time and cost entries to ensure compliance with client requirements prior invoicing and coordinate with legal project managers, timekeepers, billing partners, and other firm colleagues to maintain compliance and operational efficiency., • Work closely with client teams to support the efficient management of engagements by gathering data, maintaining data integrity, and providing reports and insights to clients, legal professionals, legal project managers, and firm management., • Support the implementation, use, and further development of reports and insight tools to facilitate data-based decision-making for our clients and client teams., • Collaborate with clients, vendors, and colleagues within the firm to develop report methodologies and tools tailored to specific needs., • Facilitate a culture of continuous improvement through strong team interactions, being comfortable accepting and providing constructive feedback, and a personal commitment to quality, innovation, and follow through. Minimum qualifications • 1+ year(s) of fulltime quantitative, analytical professional experience or equivalent cumulative part-time or internship experience., • Proficient in Microsoft Office tools with a focus on Excel, Outlook, and Word., • Highly organized., • Exceptional written and verbal communication skills., • Adept at issue resolution and working directly with a broad range of people in an office, customer service, or retail environment., • Willing to challenge assumptions and propose alternative and bold solutions., • Associate degree or equivalent years of relevant experience., • Flexibility to work extended hours, including weekends and holidays. Preferred qualifications • Fluency in legal dispute lifecycles, exposure to litigation deliverables, or experience with complex litigation workflows., • Knowledge of 3E, e-billing platforms, Power BI, SQL Server Reporting Services (SSRS), Smartsheet, and document management systems., • A record of working with high profile client teams and clients handling large portfolios., • The ability to define or identify which metrics drive change. Note: While the list of essential duties is intended to be as inclusive as possible, there may be other duties, which are essential to particular positions within the class. Benefits (if FTE requirements met): • Firm-Paid: Basic life and accidental death and dismemberment (AD&D) insurance and short-term (ST) and long-term (LT) disability benefits., • Health & Wellness: Comprehensive medical/prescription drug coverage (the Firm pays a share of the cost), including a high deductible health plan with an annual Firm health savings account (HSA) contribution., • Employee-Paid Voluntary Benefits: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&D insurance (supplemental employee, spouse and child) and supplemental STD coverage., • Retirement: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions., • Time Off: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave) Additional Benefits: • Free and confidential employee assistance program (EAP) and behavioral health services program, • Firm-paid back-up child/elder care, academic support and pet care program, • Tax-advantaged college savings 529 Plan, • Employee discounts through Working Advantage Other Compensation: • Eligibility for discretionary bonus. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. McCarter & English, LLP is an Equal Opportunity Employer.

RSM’s unique approach develops critical thinking and has built excellence in math since 1997. Recently featured by NPR and the Atlantic magazine as one of the players in the “Math Revolution” and ranked one of the best schools in the world by the Johns Hopkins Center for Talented Youth, RSM helps children of all levels build a solid math foundation and develop their critical-thinking and problem-solving skills. For nearly two decades, RSM students have consistently achieved remarkable scores on standardized tests and in national and international math competitions, although attaining top test scores is just one of the benefits of our program. RSM helps students of all levels become more confident in math and develop a deeper understanding of the subject. RSM is looking for a Campus Principal at our Stamford, CT location. We are looking for entrepreneurial people with applied mathematics backgrounds to lead and to teach in our new branch. Candidates should have a deep knowledge of mathematics and possess both managerial and leadership skills. Responsibilities: • Expertly teaches K-12 math classes the "RSM way", • Plans, manages and supervises effective and clear procedures for the operation and functioning of the school, • Recruits, trains, mentors and supervises all school personnel directly and/or indirectly, evaluating and appraising performance, • Regularly communicates with HQ, following the requirements and providing feedback, • Effectively assesses students’ level, follows and redirects their progress and communicates clearly with parents, • Collaborates with the Marketing Department in developing and implementing annual marketing plans, • Establishes procedures that create and maintain attractive, organized, functional, healthy, clean and safe facilities Qualifications: • A bachelor’s degree in mathematics or a related field, • At least 5 years of teaching experience in secondary school with demonstrable application of social guided cognitive development (Vygotsky method), • Strong management skills, • Excellent interpersonal and presentational skills, • Ability to engage students and demonstrate the importance and relevance of Mathematics Benefits: RSM offers a comprehensive benefits package to eligible employees to support your health, well-being, and financial future. Our benefits include: • Medical Insurance: Access to medical plans to fit your needs., • Dental Insurance: Comprehensive dental coverage., • 401(k) Retirement Plan: Save for your future with a company-matched 401(k)plan., • Pre-tax Savings: Take advantage of pre-tax savings options for eligible expenses, including health and dependent care., • RSM Tuition Discount: Enjoy discounted tuition for your eligible dependents for RSM classes. RSM embraces diversity and is committed to attracting qualified candidates who also embrace and value diversity and inclusivity. RSM is an Equal Opportunity/Affirmative Action Employer

We are seeking a dedicated and compassionate Special Education Teacher to join our inclusive learning community. In this role, you will design and implement specialized instruction tailored to students with diverse learning needs, fostering an environment where every student can achieve their full academic and personal potential. Key Responsibilities • Develop, implement, and monitor Individualized Education Programs (IEPs) for students with varied learning, emotional, and developmental needs., • Adapt general education curricula, instructional strategies, and materials to accommodate diverse learning styles and abilities., • Provide direct specialized instruction in push-in, pull-out, or self-contained classroom settings., • Collaborate closely with general education teachers, related service providers (speech, OT, PT), and parents to ensure coordinated student support., • Conduct ongoing assessments to track student progress, document data, and adjust instructional goals as needed., • Maintain a positive, structured, and inclusive classroom environment that promotes social-emotional growth and behavioral self-regulation., • Ensure compliance with all state, federal, and district special education regulations and timelines. Qualifications • Bachelor’s or Master’s degree in Special Education or a related field., • Valid state teaching certification/license in Special Education (or eligibility to obtain one)., • Strong understanding of IEP development, progress monitoring, and differentiated instruction methodologies., • Excellent communication, organizational, and collaboration skills., • Patience, empathy, and a genuine passion for supporting students with exceptional needs. Benefits: We offer eligible employees competitive pay and access to a range of benefits and support programs based on assignment type, schedule, length of employment, and eligibility requirements, including medical, dental, vision, prescription coverage, short-term disability, 401(k), employee assistance, childcare assistance, discounts, paid holidays, and longevity bonuses. Depending on the benefit, cost may be paid by the Company, the employee, or shared between both. Company Overview We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

Internal Wholesaler– Alternative Investments Position Overview A growing alternative investment platform is looking for an energetic and commercially minded Outbound Sales Associate to join its distribution organization. This position will focus on developing relationships with financial advisors who are not currently utilizing the firm's investment platform. The role is well suited for someone who enjoys a fast-paced, activity-driven sales environment and is comfortable speaking with financial professionals throughout the day. The successful candidate will be responsible for moving prospects from initial outreach and platform introduction through registration, ongoing engagement, and ultimately their first transaction. Key Responsibilities • Conduct high-volume outbound outreach to financial advisors and wealth management professionals who are not yet active users of the platform., • Make approximately 75 or more prospecting calls per day while maintaining consistent follow-up and activity levels., • Work from targeted prospect lists using factors such as advisor assets, business model, firm affiliation, and demonstrated interest in alternative investments., • Serve as the initial sales contact, providing advisors with a clear overview of the platform, available investment capabilities, and value proposition., • Develop a thorough understanding of each advisor's business, including assets under management, client base, investment approach, experience with alternatives, product interests, and applicable business or compliance considerations., • Lead prospective advisors through the account and platform onboarding process, removing obstacles and ensuring registrations are completed efficiently., • Use a consultative approach to address questions and objections, focusing on education and helping advisors understand how alternatives may fit within their practices., • Assess prospect engagement and establish appropriate follow-up strategies based on each advisor's level of interest and readiness., • Partner with product and distribution specialists to arrange educational conversations, webinars, and other resources for prospective advisors., • Maintain consistent communication throughout the sales cycle with the goal of converting newly registered advisors into active users and generating a first transaction., • Monitor pipeline activity and conversion metrics and provide regular reporting on prospect engagement, registrations, and first-trade activity., • Maintain detailed and timely CRM records, including call notes, advisor information, interactions, follow-up plans, and pipeline status., • Identify advisors with significant business potential and transition qualified opportunities to senior relationship management professionals., • Ensure assigned prospect and territory information remains current, accurate, and actionable. Qualifications & Experience • Bachelor's degree in Finance, Business, Economics, or a related discipline., • Approximately 2–5 years of experience in outbound sales, inside sales, financial services, wealth management, or a comparable client-facing environment., • Prior exposure to investment products, alternative investments, financial technology, or advisor platforms is highly desirable., • Experience working with financial advisors, RIAs, independent broker-dealers, wirehouses, or other wealth management organizations., • FINRA Series 7 and Series 63 licenses required; candidates without the licenses must be able to obtain them within 90 days of joining., • Comfortable operating in a high-activity sales environment with defined performance goals and measurable KPIs., • Strong verbal communication and interpersonal skills, with the ability to establish credibility quickly with sophisticated financial professionals., • Demonstrated ability to prospect, qualify opportunities, overcome objections, and consistently move prospects through a sales pipeline., • Familiarity with Salesforce or another enterprise CRM and a disciplined approach to maintaining accurate activity and prospect data., • Experience with outbound sales engagement or sequencing platforms, such as Outreach, is a plus., • Strong organizational and time-management skills with the ability to prioritize a large prospect pipeline., • Self-directed, competitive, resilient, and motivated by measurable results., • Working knowledge of alternative investment products and the wealth management landscape.

Overview This is a Data Engineer role focused on building and owning a cloud data platform, including ELT pipelines, data models, integrations, and reporting layers for financial data. The engineer will work heavily with Snowflake, SQL, and Python, while serving as a Snowflake SME and partnering with business and technology teams to ensure data is accurate, scalable, and reliable. Key Responsibilities & Duties • Design and maintain scalable ELT pipelines for diverse data sources, ensuring data integrity and accessibility., • Develop dimensional and semantic models to support portfolio reporting and analytics., • Implement automated data validation and reconciliation tests with detailed exception reporting., • Collaborate with stakeholders to gather requirements and write technical specifications for data solutions., • Act as a subject-matter expert on Snowflake capabilities, advising on patterns and cost implications., • Support analysts by exposing well-documented, performant reporting layers for downstream applications., • Integrate Snowflake with operational systems through collaboration with platform engineers., • Participate in design reviews, providing technical feasibility and cost input on new initiatives. Job Requirements • Bachelor’s degree in Computer Science, Engineering, Information Systems, or related field., • Minimum 3 years of data engineering experience, with 2 years focused on Snowflake., • Proficiency in advanced SQL, Python, and Snowflake features like Streams, Tasks, and secure data sharing., • Experience with data modeling methodologies and orchestration tools such as Airflow or Prefect., • Familiarity with cloud infrastructure (AWS or Azure) and infrastructure-as-code tools like Terraform., • Strong analytical and problem-solving skills with attention to detail and data accuracy., • Preferred SnowPro Core or Advanced certification and experience with BI tools., • Ability to work in a hybrid environment, balancing onsite and remote collaboration.

Senior Office Operations Coordinator opportunity with Oakridge Staffing, a growing technology staffing firm supporting hedge funds, private equity, and financial services clients nationwide. We’re looking for someone who enjoys a fast-paced environment and brings experience in payroll, client invoicing, and multi-state compliance. Experience with consultant onboarding or onboarding systems is a plus. In this role, you’ll: • Coordinate A/P, A/R, payroll, and consultant invoicing workflows, • Manage consultant onboarding and offboarding, • Reconcile timesheets, pay and bill rates, and client invoices, • Support multi-state compliance, including unemployment insurance, workers’ compensation, and payroll taxes, • Partner with leadership to improve automation and reporting This is a hybrid position in Purchase, NY, with direct access to leadership and the opportunity to help shape our operations as we grow. We offer extensive hands-on training and room for professional growth. I’ll also personally teach you how to use AI to streamline daily tasks, improve workflows, and build valuable new skills.

We are looking for a designer with strong technical and project-delivery skills who also brings thoughtful design judgment and enjoys working as part of a collaborative interiors team. The ideal candidate is comfortable taking a design concept developed with the team and carrying it through documentation, detailing, coordination and construction. This role is particularly well suited to someone who enjoys solving technical problems, developing drawing sets, coordinating materials and finishes, and helping keep projects organized and moving forward. Our work spans multifamily, commercial and single-family residential design, with projects throughout the Northeast and across the country, as well as occasional international work. As an integrated architecture and interiors practice with close ties to Real Estate, our designers also have the opportunity to work directly on development projects and see how design decisions carry through construction, operations and the long-term life of a building. What You'll Do • Work collaboratively with the interiors team during programming, concept development and schematic design, • Take ownership of project transitions and handovers, helping carry established design concepts through documentation, coordination and execution, • Develop and coordinate interior construction documents, including plans, elevations, details, finish plans, reflected ceiling plans and schedules, • Support the delivery of large-scale multifamily and commercial interiors projects, including ongoing design development, documentation, FF&E coordination and technical follow-through, • Manage a significant amount of construction administration across multiple active projects, including submittals, shop drawings, RFIs, site visits, field coordination and consultant follow-up, • Coordinate materials, finishes, millwork, lighting, plumbing fixtures, hardware and other interior components, • Assist with specifications, pricing exercises, substitutions and value-engineering selections while protecting the overall design intent, • Work closely with architects, consultants, contractors, vendors and manufacturers to resolve technical and constructability issues, • Participate in office, workplace and expansion projects as needed, • Contribute to larger collaborative design efforts, including projects such as RMS, where responsibilities are shared across the interiors team and divided by deliverable and individual strength, • Manage multiple projects and deadlines with a high degree of organization and follow-through, • Contribute to the continued evolution of GA's Revit, visualization and production workflows What We're Looking For • 4 - 7 years of professional interior design experience, • Bachelor's or Master's degree in Interior Design or a related field, • Strong technical foundation with experience developing interior construction documents and details, • Good design sensibility and the ability to understand and carry forward an established design concept, • Experience with construction administration, consultant coordination and field conditions, • Strong knowledge of materials, finishes, millwork, furniture, lighting and interior detailing, • Proficiency in AutoCAD and Adobe Creative Cloud, • Revit experience strongly preferred as GA continues expanding its BIM-based workflow, • Rhino experience is a plus, • Experience with D5, Enscape, AI or other visualization/rendering platforms is a plus, • Strong organizational, communication and problem-solving skills, • Ability to balance multiple projects and deliverables while working collaboratively within an integrated architecture and interiors team, • Curiosity about emerging technologies, including AI and new tools that can improve documentation, coordination and design workflows Benefits include: • Health insurance, • 401(k), • Paid time off, • Discretionary annual bonus, • Hybrid work schedule, • Professional development opportunities, • Seasonal firm-wide field trips and company events

A highly regarded, investment-focused asset management firm is seeking a Fund Controller to join its lean, sophisticated finance and operations team. This is an excellent opportunity for a high-performing accounting professional who wants broad exposure, meaningful responsibility, and a clear path for continued growth within a boutique investment environment. The Opportunity The firm is a global, long-term investment manager with a concentrated, fundamental value-oriented strategy and a sophisticated institutional investor base. With a highly collaborative team and a lean organizational structure, this individual will have the opportunity to work closely with senior leadership and gain visibility across the firm's broader fund operations. The Fund Controller will report directly to senior finance and operations leadership and will play a hands-on role across the firm's accounting and fund-related activities. Key Responsibilities • Oversee and execute a broad range of fund accounting and financial reporting responsibilities, • Participate in the preparation and review of financial statements, NAVs, and related reporting, • Support technical accounting matters and complex fund-related transactions, • Partner closely with senior leadership on accounting, finance, and operational initiatives, • Help identify opportunities to improve processes, controls, and overall efficiency, • Work cross-functionally across the organization and gain exposure to a wide range of fund operations, • Serve as a hands-on resource who is comfortable getting into the details rather than simply managing from a distance Ideal Background • Approximately 4–8 years of relevant experience, • Hedge fund experience is required, • Experience in public accounting, private accounting, or a combination of both, • CPA strongly preferred, • Strong technical accounting foundation and excellent attention to detail, • Exposure to multiple investment products/strategies is highly desirable, • Candidates with some private equity experience will also be considered, • Demonstrated ability to operate effectively in a lean, entrepreneurial environment, • Genuine "team over me" mentality, • Highly motivated to learn, take on responsibility, and grow with the organization, • Comfortable being hands-on and taking a true roll-up-your-sleeves approach Why This Role This is an opportunity to join a small, high-caliber investment organization where the Fund Controller will not be siloed into a narrow accounting function. The successful candidate will gain broad exposure to the firm's investment platform, work directly with senior leadership, and have the opportunity to grow alongside the organization. Location: Stamford, CT Work Model: Hybrid — 2 days per week in office Compensation: Up to approximately $200K total compensation

Immediately hiring a Sales Support Coordinator for a national luxury brand! This role would be 3-6 months in length and possibly extend. Responsibilities: • Own the end-to-end order management process, from pre-order through delivery, while delivering exceptional service to both internal teams and external clients., • Serve as a key point of contact, managing communications across internal departments and with clients to ensure order accuracy, on-time delivery, and overall customer satisfaction., • Maintain and track order reporting data, providing visibility into order status, fulfillment, and performance., • Support Showroom Sales Consultants throughout the sales process by preparing quotes, entering orders, coordinating sample requests, and processing and collecting payments., • Collaborate closely with Sales Consultants, Client Services, and Technical Support to identify and resolve client issues efficiently and ensure a positive customer experience. Qualifications: • Bachelor's degree required, • Two years of experience working in administration, marketing, operations or sales support, • A high level of personal judgement and integrity, • Proficiency in Excel (Vlookup, Pivot Tables) and Word, • Experience using a CRM system, • Strong work ethic and independent problem solving skills

Human Resources Manager in Stamford CT A well established manufacturing organization in Stamford CT is looking for an experienced Human Resources Manager to join their team. The Human Resources Manager is responsible for leading HR operations and serve as a strategic partner to plant leadership. They will support a manufacturing workforce across employee relations, recruiting, performance management, workforce planning, compliance, and employee development. Responsibilities • Partner closely with plant and operations leadership on HR strategy and day-to-day workforce needs., • Manage employee relations, performance management, recruiting, retention, succession planning, and workforce development., • Provide guidance to managers on compensation, benefits, training, conflict resolution, and HR policies., • Support labor relations and contract administration as needed., • Ensure compliance with federal, state, and local employment regulations., • Oversee hiring, onboarding, transfers, terminations, and other employee lifecycle activities., • Monitor workforce metrics including turnover, attendance, retention, and productivity., • Partner cross-functionally to support organizational improvements and a strong company culture., • Lead HR projects and continuous improvement initiatives., • Coach and develop managers while promoting accountability and effective communication across the organization. Qualifications • Bachelor’s degree in Human Resources, Business, or a related field., • 5+ years of progressive HR experience within a manufacturing environment., • HR experience across employee relations, recruiting, performance management, compliance, and workforce planning., • Union/labor relations experience is required., • Payroll and benefits experience is helpful., • Experience with ADP Workforce Now preferred., • Strong communication, relationship-building, and problem-solving skills., • Ability to effectively partner with plant leadership and employees at all levels., • Strong organizational and project management skills with the ability to manage multiple priorities. Benefits • Competitive salary and bonus incentive offering, • Medical, Dental, & Vision, • Company paid life and long-term and short-term disability programs., • Flexible spending accounts, • 401(k) with a strong matching program, • 120 hours Paid Time Off (pro-rated based on hire date), • Additional paid holidays

Role Overview The Platform Engineer will play a key role in managing and evolving the organization’s enterprise data platform. This position will oversee cloud data warehouse environments, develop scalable data ingestion and transformation workflows, and help drive data platform strategy. The engineer will also support the integration of AI capabilities and ensure the platform remains secure, reliable, and optimized for analytics, business intelligence, and AI applications. Key Responsibilities • Serve as a primary administrator for the enterprise cloud data warehouse, managing user access, roles, security policies, configurations, and overall platform operations across multi-cloud or hybrid environments., • Monitor and optimize platform performance, security, reliability, and costs while ensuring operational SLAs are consistently maintained., • Design, develop, and maintain scalable data pipelines using CDC, ETL/ELT, API integrations, and batch/file-based ingestion methods to ensure reliable and timely data delivery., • Develop and maintain curated datasets, semantic views, and business data models that support reporting, visualization, analytics, and AI-driven applications., • Work closely with data owners, engineering teams, and analytics stakeholders to onboard new data sources, establish ingestion standards, and maintain data lineage and documentation., • Assist with the deployment, testing, and monitoring of AI-enabled solutions, including LLMs and AI agents such as ChatGPT, Copilot, and Snowflake Cortex, ensuring effective integration with enterprise data workflows., • Collaborate with architecture and data teams on semantic layers, knowledge graphs, and ontology initiatives that improve data accessibility and support reliable AI-driven querying., • Create and maintain technical documentation covering platform architecture, operational procedures, security standards, and best practices; provide guidance and support to both technical and business users., • Research and evaluate emerging data platform capabilities, including Private Preview features, and help drive the adoption of relevant technologies into production environments. Core Qualifications & Requirements • Bachelor’s degree in Computer Science, Information Systems, or a related technical discipline; Master’s degree preferred., • 5+ years of experience in data engineering, data platform administration, or enterprise BI, including at least 2 years administering cloud data warehouse platforms such as Snowflake, Redshift, or similar technologies at scale., • Hands-on experience supporting multi-account or multi-tenant cloud data environments, including access management, security controls, and platform reliability., • Strong SQL skills with experience using Python, Bash, or other scripting languages for automation and data transformation., • Experience with data ingestion and ETL/ELT technologies such as Fivetran, HVR, Matillion, dbt, Coalesce, and Postman., • Familiarity with AI and LLM technologies including ChatGPT, Claude, Microsoft Copilot, and Snowflake Cortex, along with an understanding of agent-based architectures and integrations., • Snowflake certification such as SnowPro Core or Advanced, or an equivalent cloud/data platform certification., • Understanding of Agile development methodologies, DevOps practices, and CI/CD processes., • Strong communication and collaboration skills, with the ability to work effectively across engineering, architecture, analytics, and business teams. Nice-to-Have Qualifications • Experience with BI and visualization tools such as Tableau, Power BI, or Sigma., • Knowledge of agent-based data architectures, MCP servers, and agent-to-agent communication protocols., • Experience with data governance, data quality, metadata management, and data lineage practices., • Familiarity with cloud security frameworks and best practices surrounding enterprise data privacy., • Experience supporting enterprise AI implementations and integrating AI capabilities into existing data platforms.

Company Description Brava Dance Center is a community-focused dance studio that offers a range of classes for dancers of various ages and skill levels. Located in Rye, NY, the center provides a welcoming environment that encourages creativity, discipline, and growth in the performing arts. The studio values professionalism, kindness, and clear communication with students, families, and staff. Team members are expected to support a positive, organized, and safe atmosphere for all who enter the space. Role Description The Front Desk Receptionist is a part-time, on-site role based at Brava Dance Center in Rye, NY. This role involves greeting students and families, answering phone calls, responding to emails, and providing accurate information about classes, schedules, and studio policies. Day-to-day tasks include checking in students, processing payments, managing basic clerical responsibilities such as filing and organizing documents. The Receptionist helps ensure the lobby and front desk area remain orderly and welcoming, and supports instructors and management with administrative needs as required. Qualifications • Strong customer service and communication skills, with the ability to interact professionally and warmly with students, families, and staff., • Phone etiquette and receptionist duties experience, including answering calls, taking messages, and directing inquiries appropriately., • Clerical skills such as data entry, basic record keeping, organizing files, and handling payments accurately., • Comfort working in a family-oriented, arts-focused setting; prior experience in a studio, school, or community center is a plus., • Basic computer skills, including familiarity with email, scheduling tools, and office software., • Availability to work part-time on-site in Rye, NY 3:00-8:30 Tuesday-Friday

Position: Executive Assistant Location: Stamford, 5 days onsite Compensation: $170,000-200,000 Position Overview: The ideal candidate will serve as an executive assistant to a senior partner and oversee the day-to-day operations of a high-profile executive office. This individual will have ownership of a complex, frequently changing calendar, manage the flow of information and requests, and ensure the executive is fully prepared for meetings and commitments. The Senior Executive Assistant will also lead a small administrative team and provide additional scheduling and operational support to senior leadership. The role requires exceptional judgment, discretion, organization, and the ability to remain calm and decisive in a fast-paced environment. Responsibilities • Own and manage a complex executive calendar, including internal and external meetings, scheduling changes, conflicts, and competing priorities, • Serve as a gatekeeper and primary point of contact for scheduling requests and communications, • Proactively evaluate calendar priorities and make recommendations or adjustments as needed, • Prepare daily agendas, meeting reminders, briefing materials, and pre-read packages, • Ensure the executive has all necessary materials and information ahead of important meetings, • Track meeting requests, follow-ups, action items, and outstanding deliverables, • Manage the executive's inbox, including triaging emails, flagging priorities, and drafting responses, • Draft confidential correspondence and communications on behalf of the executive, • Coordinate complex domestic and international travel, itineraries, agendas, and logistics, • Prepare expense reports and manage related approvals, • Support additional senior leadership with calendar management and scheduling, • Handle ad-hoc projects and assignments from inception through completion, often under tight deadlines, • Partner closely with senior leadership and internal teams to ensure priorities and critical issues are communicated effectively, • Build and maintain strong relationships with internal stakeholders and external contacts, • Lead, train, mentor, and supervise administrative staff, • Establish administrative procedures, coverage plans, and best practices to ensure continuity of the executive office, • Maintain a high level of confidentiality and discretion when handling sensitive information Qualifications • Bachelor's degree required, • 10+ years of administrative experience, including significant experience supporting a CEO, President, or other senior executive, • Previous experience managing or leading administrative staff, • Proven experience managing a complex, high-volume calendar with frequently changing priorities, • Strong written and verbal communication skills with the ability to draft polished correspondence on behalf of senior leadership, • Advanced proficiency in Microsoft Office, Outlook, Teams, Zoom, and other virtual meeting platforms, • Experience with Workday preferred, • Exceptional organizational skills and attention to detail, • Ability to prioritize effectively, exercise sound judgment, and make timely decisions, • Calm and composed under pressure with strong follow-through, • Demonstrated discretion when handling confidential and sensitive information, • Flexible and responsive to a demanding executive schedule, including occasional early mornings, evenings, and travel-related support, • Strong interpersonal skills and the ability to work effectively with senior executives, internal stakeholders, and external partners

Investor Relations / Applied Analytics Analyst Location: Greenwich, CT (onsite 4 days a week) Compensation: $100-140K (DOE) plus bonus and excellent benefits package Global RIA is seeking an Investor Relations / Applied Analytics professional to assist with all client initiatives. Key Responsibilities • Client Reporting, • Prepare client analytics including monthly updates, quarterly letters, and other customized collateral across various accounts and strategies, • Requires an understanding of performance (time & money-weighted), MPT statistics, attribution and familiarity with accessing and digesting data from SQL, Bloomberg, eVestment, etc., • Work with technology team to automate reporting where applicable., • Marketing Materials, • Assist in the preparation and maintenance of pitch-books, teasers, etc., • Construct new materials for new fund offerings, • Prospective and Investor Information, • Help with responses to investor questions, prepare investor analytics, diligence requests, RFP’s , RFI’s , DDQ’s and consultant databases, • CRM analytics/maintenance, • Ad-Hoc Reporting, • Peer-review analytics and market trends, • Investment models, deal analytics, and pricing projections for senior management, • GIPS compliance efforts and technology/application implementation, • Ad hoc research projects, • Actively participate in specific investor relations assigned projects, • Liaise with other departments on broader firm projects Requirements • 2+ years of relevant work experience in IR, investor reporting, or portfolio analytics, • Demonstrated ability to write effectively, • Quantitative experience calculating, understanding and interpreting the following for use by sales and investment professionals:, • Markets / Indices: including basic quantitative knowledge of securities (e.g. bond math), • Investment performance experience desired: statistical analysis (sharpe ratio, information ratio, standard deviation, tracking error, beta, correlation), money-weighted statistics (IRR, MoIC, etc.) and attribution analysis., • Portfolio analytics experience desired: sector/country/region/asset-type breakdowns, weighted average characteristics (yield, duration, credit quality, size) and familiarity with derivatives (used for hedging)., • Microsoft: Word, PowerPoint and Excel, • Not required but helpful: knowledge of marketing compliance guidelines, Bloomberg, FactSet, Tableau, SQL/VBA/Advanced Excel, SSRS, Salesforce. Personal Attributes • Problem solver / independent thinker, • Accountability / attention to detail / ability to self-check work, • Creative / inventive / graphically expressive, • Outstanding organization skills, including prioritization and follow-up, • A proven ability to multi-task and work both independently and as a team player in a fast-paced environment, • Dedicated to firm goals, • Willingness to learn, grow and work hard

Investment Writer and Content Creator Location: Greenwich, CT (onsite 4 days a week) Reports to: Head of Investor Relations Compensation: $110-150K base (DOE) plus bonus and excellent benefits package Global RIA is seeking an Investment Writer and Content Creator to serve as a principal author and editor of the firm’s investment thought leadership. This role sits at the intersection of investment expertise, thought leadership, media positioning, and digital storytelling, with a mandate to elevate the firm’s brand visibility and amplify its presence across investor, media, and digital channels. The Investment Writer and Content Creator will translate complex investment strategies—particularly across emerging markets credit, alternatives, and multi-asset solutions—into clear, compelling narratives for institutional investors, consultants, and the broader financial community. In addition to producing high-impact written content, this individual will help extend the firm’s reach by supporting media engagement and strengthening the profiles of the firm and its senior investment professionals. This is a high-impact, highly visible role requiring deep capital markets knowledge, editorial excellence, and the executive presence to work closely with senior investment professionals and firm leadership. Key Responsibilities Investment Writing and Thought Leadership • Serve as a primary investment writer for the firm’s thought leadership, including market outlooks, strategy pieces, white papers, commentaries, and other investor communications, • Proactively translate complex macroeconomic, credit, and portfolio insights—including fragmented thoughts, comments, and short notes from senior investment management—into clear, client-focused narratives and well-written, shareable content for institutional and intermediary audiences., • Proactively identify timely investment themes driven by market events, portfolio activity, and proprietary research, • Customize content for distinct audiences, including institutional investors, consultants, and prospective clients, • Lead the end-to-end editorial process from idea generation and interviews through drafting, editing, and publication, • Develop deep expertise in the firm’s key quantitative and qualitative data, becoming a subject matter expert who is comfortable using this information to write about and speak on the firm in a clear, informed, and credible manner Brand Visibility and Media Amplification • Support efforts to elevate the firm’s brand visibility by developing investment content suitable for external media, public distribution, and earned coverage, • Collaborate with internal and external partners to amplify the firm’s media presence, including background materials, op-eds, bylined articles, and timely “quick takes” for major financial publications, • Help position the firm and its senior investment professionals as trusted voices in emerging and global markets, ensuring written materials are media-ready and aligned with firm messaging, • Curate multimedia content (podcasts, videos, and data visualizations) to scale content distribution and engagement, • Partner with senior investment professionals to help strengthen their individual profiles, ensuring thought leadership content is accessible, timely, and aligned with the firm’s broader narrative Content Strategy and Publishing • Support the firm’s editorial calendar, aligning content with fundraising priorities, product launches, and market moments, • Contribute to a newsroom-style publishing model that enables timely, scalable, and globally consistent messaging, • Collaborate with marketing, IR, and other teams to publish content across channels, including web, newsletters, presentations, and social platforms, • Use engagement data and feedback to refine content strategy and improve impact over time Collaboration, Compliance and Governance • Coordinate closely with compliance and legal teams to ensure all content meets regulatory and brand standards, • Support senior leadership in preparing written materials for external engagements, conferences, and media opportunities Qualifications and Experience • 5+ years of experience in investment writing, editorial, or financial content roles within asset management, financial publishing, or financial services, • Deep understanding of capital markets, with strong expertise in credit, fixed income, and alternative investments; emerging markets experience is additive, • Demonstrated ability to interview senior investment professionals and translate complex ideas into compelling written insights, • Exceptional writing, editing, and storytelling skills with a strong portfolio of published investment or thought leadership content, • Ability to analyze data, extract insights, and present insights visually and narratively in ways that resonate with diverse audiences and drive engagement, • Executive presence and credibility to work directly with senior portfolio managers and firm leadership, • Experience producing content across multiple formats and channels (long-form research, commentary, presentations, digital, and social), • Strong leadership and team management skills, with the ability to provide guidance and constructive feedback, • Strong organizational skills with the ability to manage multiple projects under tight deadlines, • Meticulous attention to detail, accuracy, and intellectual rigor, • Bachelor’s degree in Journalism, Finance, Economics, Communications, English, or a related field

Compliance Analyst/Associate (Connecticut): Our client, an established global asset manager is seeking a Compliance Analyst/Associate to join its Connecticut office. This individual will work as part of a lean Compliance team and gain broad exposure across investment compliance, trading, regulatory reporting, Code of Ethics administration and firmwide compliance matters. The position will work closely with portfolio managers, traders, operations professionals and senior members of the Compliance team. It is an excellent opportunity for an early-career professional seeking to build a broad foundation in investment-management compliance within a collaborative and growing organization. Highlights: • Gain hands-on experience across investment compliance, trading, regulatory reporting, Code of Ethics, testing and monitoring, and broader firmwide compliance., • Work closely with portfolio managers and traders on real-time investment and trading compliance matters., • Join a lean team with meaningful exposure to senior Compliance professionals, business-unit leaders and senior management., • The role is designed for someone early in their career who wants to develop broad expertise across investment-management compliance., • The position is being created because of continued growth at the firm. Key Responsibilities: • Support pre-and post-trade investment compliance monitoring for client accounts and registered fund portfolios., • Monitor client investment guidelines, trading restrictions and other portfolio requirements., • Work directly with portfolio managers and traders to identify and resolve investment compliance matters., • Assist with administration of the firm’s Code of Ethics, including personal trading, brokerage feeds, employee certifications and related requirements., • Support employee compliance onboarding and ongoing attestations., • Conduct compliance testing and monitoring across areas including best execution, proxy voting, trade activity, reconciliations and AML., • Assist with regulatory filings, including Forms 13F, 13H, ADV and PF., • Support compliance-related aspects of the firm’s annual control and audit processes., • Assist with client and prospect DDQs and other compliance-related requests., • Partner with senior members of the Compliance team on projects designed to improve compliance processes and controls., • Assist with other general compliance matters as needed. Qualifications: • Bachelor’s degree, ideally in finance, economics, accounting, business or a related discipline., • Approximately 1–3 years of relevant compliance, asset-management or financial-services experience preferred, although exceptional entry-level candidates may also be considered., • Genuine interest in developing a career in investment-management compliance., • Strong analytical and problem-solving skills., • Exceptional attention to detail., • Ability to manage multiple priorities and deadlines., • Proactive, organized and accountable., • Strong written and verbal communication skills., • Ability to interact effectively with investment, trading, operations and other business professionals.

Position Summary We are seeking a highly organized, proactive, and polished Executive Assistant to provide dedicated support to a team of six C-suite executives, with the main focus being the CEO. This role requires exceptional attention to detail, strong communication skills, and the ability to manage complex calendars, travel logistics, board meeting coordination, and executive-level administrative functions in a fast-paced environment. The ideal candidate will serve as a trusted partner to senior leadership, ensuring seamless operations and delivering a white-glove experience for executives, board members, and key stakeholders. Key Responsibilities • Provide comprehensive executive support to six C-suite leaders, including complex calendar management, meeting coordination, and prioritization of competing demands., • Coordinate all domestic and international travel arrangements for executives and board members, including flights, accommodations, ground transportation, itineraries, and travel logistics., • Support investor relations activities by partnering with analysts and executives to prepare reports, presentations, financial models, and other stakeholder-facing materials., • Develop high-quality PowerPoint presentations, executive briefings, and board meeting decks for leadership meetings and investor discussions., • Manage executive expense reporting and reimbursement processes through Concur or similar expense management platforms, while supporting corporate credit card administration., • Utilize Microsoft Teams and other collaboration tools to help organize priorities, track action items, and support executive workflow management., • Identify opportunities to leverage AI and emerging technologies to improve efficiency, communication, and executive support processes. REQUIRED SKILLS AND EXPERIENCE • 5 years of experience as an Executive Assistant supporting senior executives or C-suite leadership., • Proven experience managing executive calendars, travel arrangements, and high-level administrative responsibilities in a corporate environment., • Comfortable working onsite five days per week, Monday through Friday, from 8:30 AM to 5:30 PM., • Comfortable with short contract duration of about 2 - 4 weeks. The compensation for this role is from $40 - $70 per hour.

Trueline’s client, a vertically integrated real estate firm with a long-standing presence in the tri-state area, is seeking a Construction Superintendent to join their team in Stamford, CT. This is a full-time opportunity for an experienced leader to manage field operations on large-scale, out-of-ground developments and oversee complex MEP coordination from start to finish. What You’ll Do as the Construction Superintendent: • Oversee all on-site construction activity from ground-up through project closeout, • Direct subcontractors and field crews, ensuring safety, schedule, and quality standards are met, • Coordinate MEP system installation and major structural milestones, • Resolve field issues, manage site logistics, and proactively identify project risks, • Collaborate with project managers, engineers, and design professionals to maintain spec alignment, • Conduct site inspections, enforce safety protocols, and maintain compliance with local building codes, • Maintain daily reports and documentation to track project activity and progress Must-Haves as the Construction Superintendent: • 10–15 years of superintendent experience in ground-up commercial or mixed-use construction, • Strong knowledge of MEP systems and out-of-ground construction, • Ability to read and interpret construction documents and technical specifications, • Proven leadership, communication, and conflict-resolution skills, • Experience enforcing safety best practices and working within tight schedules, • Familiarity with local permitting, building codes, and construction standards Nice-to-Haves as the Construction Superintendent: • OSHA certification, • Experience with Procore, Bluebeam, or Microsoft Project, • Previous experience with large multifamily or mixed-use developments Our Client Offers: • Competitive salary with bonus potential, • Comprehensive medical, dental, and vision insurance, • 401(k) with employer match, • Paid vacation, sick time, and holidays, • Tuition reimbursement program, • 20% housing discount at affiliated properties Trueline and its clients are unabashed equal-opportunity employers committed to a diverse workforce. We welcome smart and ambitious applicants and recruit, refer, hire, place, and promote without regard to race, color, gender, religion, national origin, ancestry, citizenship, disability, age, sexual orientation, or any other characteristic protected by federal or state law.

You’ll work closely with quant researchers, engineers, traders, and business teams, supporting production trading infrastructure and helping implement new trading functionality. What you’ll be doing: • Monitor trading systems and infrastructure for performance and reliability, • Troubleshoot production issues and respond to system alerts and incidents, • Support new trading functionality, including FIX sessions, FTP setup, file encryption, and new asset classes/prime brokers, • Investigate root causes and implement preventative solutions, • Provide technical and analytical support to Research, Accounting, and Compliance, • Optimize operational workflows through automation and AI-based tools, • Work with production data for troubleshooting and ad-hoc analysis What we’re looking for: • 3+ years in Systems Operations / Production Engineering, ideally within financial services, • Strong Linux experience, • Scripting experience with Python, Bash, or Perl, • Strong quantitative and analytical skills, • Understanding of market data, order-entry systems, and electronic markets, • Strong communication skills and ability to work with both technical and non-technical stakeholders, • Comfortable working independently in a fast-paced trading environment Bonus: Experience with trading infrastructure, FIX, prime brokers, or financial markets.

Our client is a global trader of agricultural and chemical fertilizers with a strong track record built on long-standing supplier and customer relationships, and a significant share of its business runs through Latin America. The trading team is growing and needs another person to support the desk. This is a great fit for an accountant with a few years under their belt who wants to move closer to the commercial side of the business, and it can open the door to a junior trading role down the road. What You'll Do • You'll be the primary person entering new deal confirmations into the trade management system and keeping organized, up-to-date records on every deal, • You'll manage each deal from start to finish, tracking allocations, pricing, freight, financing, and accruals, • You'll work with traders to update and allocate deals, and keep them aware of timelines so sales and purchases happen when they need to, • You'll serve as the point person on all aspects of a deal, keeping clients informed as situations change, • You'll coordinate with transshipment companies on operational details and keep a close eye on every cost involved, • You'll look for creative ways to manage costs and product, with an eye toward protecting margin, • You'll update deal outlines with sales and purchases, and refresh all formula-priced deals weekly, • You'll keep international offices updated on deals and changing conditions, and stay current on industry publications What You Bring Must-haves: • 1 to 3 years of accounting experience, including daily and monthly accounting procedures, • Strong communication skills and the confidence to share information clearly with clients, suppliers, and internal teams, • Highly organized and detail-oriented, • Able to work independently while functioning as a true team player across offices, • Comfortable meeting with clients and suppliers and bringing energy to those relationships, • Interest in growing into a more commercial, trading-focused role, • Bi-lingual English and Spanish For immediate consideration send resumes directly to jtishman@forumgrp.com

If you’re an experienced software engineer who wants to build things that actually move — fast, accurately, and at scale — this is a role worth considering. We’re a well-established global tech organization that builds the software and systems behind some of the most advanced, high-speed electromechanical equipment in the industry. Our technology helps run the operations behind critical communications and logistics around the world. Employee testimonials: • Great environment in the office and backed by a larger company providing a stable and exciting work environment. The entire Staff is always willing to help and create a great culture., • Productive and Fun Place to Work!, • Best company I have EVER worked for... They have accommodated to me beyond expectations. Title: Principle Software Engineer Location: Norwalk, CT Salary - $150,000 – $180,000 +Bonus Right now, we’re looking for a Senior Principal Software Engineer to take a leading role in architecting and delivering the software that powers our next generation of machine control systems. This is a hands-on, senior-level position where you’ll have real ownership, technical influence, and direct impact on the business. Why This Role Stands Out: • High Visibility: You won’t be buried in code no one sees — this role is front and center across engineering, product, and executive teams., • Complex, Real-World Problems: This isn’t app development. You’ll be building control software for high-speed, precision-driven systems that integrate mechanical, electrical, and software components., • Stability + Innovation: Join a company that’s been around for decades — but continues to evolve. The tech is serious, the teams are strong, and the roadmaps are ambitious., • Long-Term Career Growth: This isn’t a stepping-stone job. It’s a long-term opportunity to lead, grow, and shape the future of how our machines performance What You’ll Do: • Design and develop real-time control software in C++ for large-scale, high-performance electromechanical systems, • Lead cross-functional efforts across software, hardware, systems, and manufacturing, • Guide architecture and technical strategy for multiple products and platforms, • Debug and optimize at the system level — from code to motion control to hardware integration, • Play a key role in roadmap planning and technical decision-making What You Bring: • 10+ years of experience in object-oriented software design and full-lifecycle development, • Deep hands-on experience in C++ and real-time operating systems (such as RTX), • Strong background in mechatronics, machine control, or similar system-level environments, • Ability to lead multidisciplinary teams and drive projects through ambiguity to delivery, • Excellent communication skills — both with engineers and stakeholders, • BS or MS in Computer Science or a related field Bonus Points: • Experience with motion or servo motor control, • Exposure to .NET, Java, or ASP.NET, • Background in SQL Server, Oracle, or web-based service architecture, • Knowledge of industrial automation or paper-handling/mailing systems

About the Role We're partnering with a global agricultural commodity trading company with a significant presence in Latin America. They're looking for an International Controller to lead accounting and financial reporting across their global operations. This is a planned succession hire, and the role is set up to grow into the VP of Accounting seat over time. It's a high-visibility position working closely with the CFO and the rest of the C-suite, leading a small, close-knit accounting team inside a finance and trade group of about 10 to 12 people. What You'll Do • You'll lead the monthly, quarterly, and year-end close for international entities and oversee global consolidations under U.S. GAAP, • You'll manage foreign currency accounting, intercompany transactions, eliminations, and settlements across a multi-entity structure, • You'll oversee accounting for physical commodity purchases, sales, inventory, freight, storage, and financing, including valuation, cut-off, and goods in transit, • You'll partner with trading, operations, logistics, treasury, credit, and risk teams, and review deal profitability and revenue recognition, • You'll maintain accounting policies and internal controls across international locations, and coordinate external audits, statutory audits, and local compliance, • You'll work with tax leadership and outside advisors on international tax, transfer pricing, and entity compliance, • You'll lead and develop accounting teams in the U.S. and abroad, and set consistent standards and expectations across regions, • You'll play a key role in an upcoming SAP implementation, along with ongoing work to improve and standardize the global close and reporting process What You Bring Must-haves: • Bachelor's degree in Accounting, Finance, or a related field, • 10+ years of progressive accounting and financial reporting experience, • Several years of experience managing and developing teams, • International, multi-entity, and multi-currency experience, • Strong knowledge of U.S. GAAP, consolidations, FX accounting, intercompany, and statutory reporting, • Experience working with external auditors, tax advisors, and international finance teams Nice-to-haves: • Spanish language skills (a big plus), • SAP experience, especially through an implementation, • A background in commodities, agriculture, energy, metals, manufacturing, distribution, or another transaction-heavy global business Compensation: $175K to $250K base, plus annual bonus

The Atlantic Group has partnered with a private equity firm in the Greenwich, CT area. They have an immediate need for an AP Accountant to start as soon as possible. This position is a full-time contract role with the opportunity to become permanent based on performance. Summary: Searching for an AP Accountant to join the Finance Team. This person would handle AP/AR, cash reconciliations, cash projections, treasury activities, payments, and collections. Availability is especially important, as we need this person to start ASAP. Work Schedule: Hybrid – 3 days/week in office Qualifications: -Bachelor’s degree required -3+ years experience in AP, AR, accounting, treasury, or a related finance function -Experience with QuickBooks required -Private equity, financial services, or investment management experience strongly preferred -Strong attention to detail and organizational skills -Reliable and able to start ASAP Note: Qualified candidates will be contacted within 3 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion. ID: 50473

Coda Search is proud to partner with an institutional trading technology firm to hire an Associate, Electronic Equities Execution & Coverage. This seat is for someone with direct, hands-on electronic equities trading experience. Candidates must be able to work from Stamford at least three days per week. Location: Stamford, CT Base Salary: Target $150-180K base salary, with some flexibility available dependent on experience. Equity: Potential options or equity, subject to the final offer Schedule: At least three days per week in Stamford. More frequent Stamford attendance is preferred during onboarding, with a more flexible hybrid pattern potentially available once fully ramped. What's in it for you? Real execution depth: Work directly inside the firm's algo platform, with visibility into strategy settings, order behavior, routing, fills, and auction logic that is rarely available at a large bank. Direct product influence: Take client execution needs straight to research and product teams and see meaningful changes built quickly. Earlier client ownership: Take on meaningful institutional coverage responsibility earlier than you might in a larger organization. Experienced colleagues: Work alongside electronic-trading practitioners in a lean, research-driven environment focused on execution quality. Long-term growth: Build from day-to-day execution coverage toward owning accounts and a revenue number. What will your day look like? Oversee live algo flow: Monitor client algorithmic orders across the U.S. equities session and step in when behavior needs attention. Diagnose execution: Work out why an order behaved the way it did across strategies, venues, order size, and market conditions. Tune strategies: Configure and adjust algo parameters with clients and coordinate client-specific changes with research and product. Run TCA: Build and interpret execution analysis independently and use it to drive execution consulting conversations. Share market structure insight: Help deliver intelligence to clients on liquidity trends, venue behavior, and regulatory change. Handle incidents: Escalate issues to trading technology during the session, manage risk, and keep clients informed. Grow the business: Support onboarding and account growth alongside the equities coverage lead. Who are you? Direct electronic trading experience: You have hands-on experience in electronic equities trading or execution, such as electronic or algo sales trading, execution trading, execution consulting, algo trading, or algo product. This is required. Market structure fluency: You can speak in depth about the U.S. equity market structure, including lit and dark venues, routing tradeoffs, order types, and auctions. Algo knowledge: You understand how execution algorithms work, what their parameters do, and how behavior changes when parameters change. Analytical: You are comfortable with data and can interpret TCA output without guidance. Execution-first mindset: You want a role centered on algo trading, algo product, and execution analysis, with client coverage and business development built on top. Experience level: Your background is likely in the 2-to-6-year range of directly relevant electronic trading experience. Licensure: Current SIE, Series 7, 63, and 57 registrations are highly preferred. Client judgment: You communicate clearly with sophisticated institutional traders and stay composed under time pressure. Stamford availability: You are able and willing to work from the Stamford office at least three days per week and spend additional time there during onboarding when practical. Application & Contact Information To apply, please apply directly here on LinkedIn. For more immediate consideration, feel free to send me an email directly to mroe@codasearch.com. Related Terms Electronic trading, algorithmic trading, algo execution, execution trading, low-touch trading, execution consulting, algo product, transaction cost analysis, TCA, equity market structure, smart order routing, institutional equities, Stamford, Connecticut, hybrid

Director of Structured Finance Location: Stamford, CT (a short train ride from New York City) Commercial-scale solar and battery storage The Opportunity Our client is a fast-growing commercial-scale solar company that turns warehouse rooftops, parking lots and brownfields into power-producing assets, feeding real megawatts into the country's most capacity-constrained grids. Since 2009 they have grown to own and operate more than 1 GW of solar across 30 states, serving hundreds of enterprise customers and tens of thousands of community solar subscribers. In 2025 they closed a major partnership with a leading climate transition infrastructure investor. They are well capitalized, backed by strategic partners, and pushing into markets with supportive energy policy. This is a company defined by expertise and execution, and this role sits at the center of how it funds that growth. The Role As Director of Structured Finance, you will own the capital that powers the build-out. You will lead the structuring and execution of tax equity and debt transactions, working directly with investors, lenders and rating agencies, while collaborating with development, construction, legal and operations teams. What you'll do • Structure and execute tax equity and debt transactions that fund the solar investment pipeline, • Negotiate landmark financing documents, including securitization credit agreements, tax equity partnership agreements and Holdco credit agreements, • Drive deals to close by coordinating due diligence, consultant reports, rating agencies, counsel and every other stakeholder, • Be the face of the company to tax equity investors and lenders through marketing, closing and ongoing facility management, • Build and maintain the financial models behind each structured transaction, • Partner with development, construction, legal and operations to keep projects moving, • Monitor and report on the performance of existing facilities alongside the operations team What You Bring • An undergraduate degree with an exceptional academic record, • Significant experience as an investment professional or investment banker, ideally in structured finance, project finance or tax equity, • Infrastructure or renewables exposure (a strong plus), • Superior financial modelling and due diligence capability, • Proven negotiation and relationship management skills, internally and externally, • Experience presenting analyses to senior leadership and leading initiatives, • Comfort with changing priorities and multiple simultaneous deals, • Independence, drive and outstanding attention to detail, • Strong integrity and a collaborative approach

A well-established, multi-billion dollar alternative investment firm is hiring a Financial Planning Manager to join its Corporate Finance function, reporting to the Managing Director of Corporate Finance. This is a hybrid FP&A / compensation accounting role. You'll own the financial planning and forecasting cycle for a defined book of trader compensation spend, while also supporting broader firm-wide reporting and audit work. What you'll do: • Build and maintain forecasting models for trader compensation spend, incorporating plan mechanics, accruals, and scenario analysis, • Partner with Corporate Finance leadership on monthly budget-to-actual variance analysis and planning cycles, • Translate legal compensation agreements into structured financial models used for forecasting and reporting, • Support monthly close and financial reporting processes, plus ad hoc analysis for senior finance leadership, • Collaborate with Accounting and external auditors on year-end audits across domestic and international entities, • Identify process improvements in how compensation and planning data is captured, modeled, and reported What you'll need: • 5+ years of finance/accounting experience at an alternative investment manager, with direct exposure to compensation, financial planning, or reporting, • Bachelor's degree in Finance or Accounting, • Strong financial modeling skills and comfort interpreting complex compensation structures, • Sharp verbal and written communication skills, able to present analysis clearly to senior stakeholders, • Solid technical and data fluency for extraction, modeling, and reporting, • A collaborative operator who manages competing priorities well

Junior IT Asset Management Coordinator Role Location(s): Onshore, Client Office: Charlotte, NC; Purchase, NY Unit: IT Finance/IT Insurance/ & Procurement Experience: 1 to 2 years of relevant experience Looking for Junior IT Asset Management Coordinator in Charlotte, NC & Purchase, NY. Need local candidates only. It’s hybrid; 3 days a week work from the office is a must. Job Description: • Bachelor’s degree in Information Technology, Business Administration, Supply Chain Management, Finance, or a related field; equivalent education and relevant experience may be considered., • 1–2 years of experience in IT Asset Management, IT Procurement, Software Licensing, IT Operations, Inventory Management, Procurement Operations, or a related function., • Experience supporting IT/software procurement, purchasing, vendor coordination, or contract-related activities., • Familiarity with software licenses, renewals, contracts, IT assets, inventory, or asset lifecycle processes., • Experience using ITSM platforms, ticketing systems, procurement systems, or workflow management tools., • Proficiency in Microsoft Excel and Microsoft Office, with the ability to maintain accurate records and support reporting activities., • Strong attention to detail, organizational skills, communication skills, and ability to manage multiple priorities. Qualification: • Experience coordinating annual software renewals or software licensing activities., • Experience tracking contract expiration dates, purchase orders, or vendor information., • Experience maintaining software license, IT asset, procurement, or contract records., • Exposure to IT Asset Management (ITAM), Software Asset Management (SAM), or IT Service Management (ITSM) processes., • Experience with enterprise procurement, contract management, asset management, or ITSM platforms., • Experience supporting inventory reconciliation, reporting, process improvement, or operational projects.

Title: Insurance - Commercial Lines Account Executive, Team Leader Location: Northeast; 100% REMOTE Salary: $175,000k - $200,000k (dependent upon experience) + bonus and excellent benefits package Our client, a Top 30 Property & Casualty Insurance Broker is a seeking an experience Sr. Commercial Lines Account Executive – Team Leader to join their growing team. Our client is based in the Northeast, however this role is 100% REMOTE (with occasional travel to Northeast). This position is open due to growth and the ideal individual will have experience managing a $2M revenue book of business with accounts over $50k in revenue, managing the pre & post renewal cycle, and overseeing a team of roughly 5 Account Executives. If interested, please send resume to sschneider@solomonedwards.com – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval. Responsibilities: • Manage 5-8 large, complex Commercial Lines insurance accounts as the day-to-day client contact., • Manage, train, mentor junior account managers., • Performs, coordinates and maintains a high level of client service satisfaction and retention on large, complex accounts, • Serves as an insurance advocate and service “point person” for all client service requests., • Handles all aspects of complex account management including marketing and coordination with Claims and Loss Control resources., • Activities include new and renewal marketing, fielding questions and requests and coverage review., • Handling all aspects of the account life cycle; pre-renewal, renewal, post renewal, and stewardship meetings., • Actively monitors the quality of subordinate’s work to ensure consistency, timeliness and adherence to company standards., • Provide insurance technical expertise to clients and members of the Account Management and Sales Executive team., • Responsible for marketing and placement of client Commercial Lines insurance renewals., • Prepares and leads strategy meetings and Client Renewal meetings and presentations., • Conducts loss analyses and creates loss summaries to share with clients and underwriters., • Make insurance program recommendations to clients., • Manage client renewal expirations and avoid any lapse in coverage., • Complex negotiation with carriers on behalf of clients., • Champion client cross-selling initiatives and develop customer accounts., • Delegate administrative client tasks to assigned Account Representatives., • Respond to underwriters’ questions in a timely and professional manner., • Maintain a high degree of accuracy in agency management systems. Qualifications: • MUST have an active Property & Casualty license (REQUIRED)., • Bachelor's Degree (strongly preferred)., • At least 10+ years of Commercial Lines Account Management experience. The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position. SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status. SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: _

Search Partner, Forum Group Connecticut Direct Hire Search | South Norwalk, CT | Full-Time About FGC: Forum Group Connecticut (FGC) is a boutique search firm based in South Norwalk, CT. We have spent nearly eight years building something uniquely different in the search and staffing space: a firm where relationships are not a talking point; they are ingrained in our DNA. We have worked hard to earn a client base made up of the most exciting and up-and-coming middle market companies across Fairfield and Westchester Counties, with select clients in New York City. These are dynamic organizations with momentum, leadership teams we respect, growing business models, and teams that are excited to be there. These organizations return to FGC because we do what we say we will do, are truly genuine in our approach, and value the long-term relationship over a transaction. We are keenly aware of what makes working with (and for) most search firms a frustrating experience, and we operate each day committed to NOT doing those things. Our clients, candidates, and team appreciate that a lot. The role: We are adding a Search Partner to our tenured Direct Hire team. This is a full-desk role that spans business development, client management, and candidate recruiting. You will work alongside a seasoned leadership team that is genuinely invested in your growth and success, appreciates your autonomy, values balance as much as output, and is truly committed to making FGC a place where you are excited to walk through the door each day. This is not a role for someone who wants to post jobs and wait. It is for someone who wants to build real client relationships, find talent that others can't, and take real pride in the outcomes. Responsibilities: ~Develop and grow client relationships with middle-market and early-stage companies, driving business development through genuine relationship-building. ~Manage full-cycle searches from intake to placement, keeping clients and candidates informed at every step. ~Identify, engage, and represent passive candidates in a way that reflects genuine care for where their career goes next. ~Represent your clients in the market accurately and professionally, earning trust through consistent follow-through and transparent communication. ~Operate with the kind of detail and follow-through that makes people want to work with you again and again. What we're looking for: ~A genuine listener, not just to respond but to actually understand what someone needs. ~Detail-oriented without being rigid. You care about getting things right because the outcome matters. ~2 or more years of experience in recruiting, business development, or client service. ~A real desire to help candidates move their careers forward and help companies build great teams. ~Self-directed. You do not need to be managed into motion. ~Intellectual curiosity: you love to learn new things and ask the next question. What you'll experience: • A collaborative team in a well-appointed South Norwalk office, surrounded by professionals who are as invested in your success as their own., • Relationships that span decades with the most respected firms in the area, • A firm culture built on transparency, integrity, and doing right by the people we work with, without question., • Real mentorship from a leadership team with deep market relationships and more than four decades of combined experience. FGC is a boutique, client-centered group of professionals with an unmatched dedication to partnering the most talented finance, accounting, and operations professionals with the most sought-after career opportunities in the Fairfield and Westchester County markets. With a relentless desire to thoroughly understand our clients' cultures and candidates' career goals, we are deeply committed to building highly consultative and value-focused relationships with all of our partners. "Act in such a way that if someone were to speak poorly about you, no one would believe them."

Construction Superintendent Location: New Canaan, CT Job Type: Full-time Work Arrangement: On-site Job Summary Seeking an experienced Construction Superintendent to oversee the planning and execution of large residential construction projects. The role will manage daily site operations, subcontractors, scheduling, quality, safety, resources, and project progress. Responsibilities • Develop and maintain project schedules., • Supervise daily on-site construction activities., • Coordinate and manage subcontractors., • Allocate resources to meet project requirements., • Monitor project budgets and control costs., • Prepare regular project reports., • Ensure compliance with safety regulations and construction standards., • Review and interpret blueprints and construction documents., • Identify and resolve construction issues to minimize delays., • Maintain project quality and schedule throughout execution. Qualifications • 5+ years of construction management experience., • Experience with construction scheduling and budget management., • OSHA Safety Certification preferred., • Knowledge of risk management and safety compliance., • Strong leadership and communication skills., • Strong problem-solving and conflict-resolution abilities., • Proficiency in blueprint reading and interpretation., • Experience with Procore and Microsoft Project preferred. Benefits • Paid Time Off (PTO)

Company Description Southern Connecticut Dermatology, P.C. is a dermatology practice serving patients in and around Stamford, CT. The practice is dedicated to providing comprehensive medical, surgical, and cosmetic dermatology services with a focus on high-quality, patient-centered care. Team members collaborate closely to deliver efficient, professional, and compassionate service in a clinical setting. The organization values integrity, respect, and continuous improvement in both patient outcomes and practice operations. Role Description The Practice Administrator is a full-time, on-site role based in Stamford, CT, responsible for overseeing the daily operations of Southern Connecticut Dermatology, P.C. This role manages staff schedules, supervises front and back office workflows, and ensures efficient patient flow throughout the day. The Practice Administrator monitors billing and revenue cycle processes, coordinates budgeting and financial reporting, and works to optimize practice performance. Additional responsibilities include implementing policies and procedures, maintaining regulatory and compliance standards, overseeing vendor relationships, and supporting the physicians with strategic planning and operational decision-making. The role also involves handling escalated patient concerns, promoting a positive work environment, and driving continuous improvements in practice efficiency and patient experience. Qualifications • Demonstrated expertise in Medical Practice Management and Practice Management, with experience overseeing clinical and administrative operations in a medical office setting., • Hands-on experience in a Medical Office environment and familiarity with Medicine workflows, including patient scheduling, clinical documentation, and compliance with healthcare regulations., • Proficiency in Budgeting, basic financial analysis, and cost control to support sound practice financial management., • Strong leadership and team management skills, including staff supervision, performance coaching, and conflict resolution., • Excellent organizational, problem-solving, and time-management abilities, with attention to detail and process improvement., • Effective written and verbal communication skills, with the ability to interact professionally with patients, clinicians, staff, and external partners., • Experience with practice management software and electronic health records (EHR) systems; proficiency in common office productivity tools., • Bachelor’s degree,, • 5 years experience as a Practice Administrator, • Live within a 25 mile radius.

Software Engineer Stamford, Connecticut | Full-time | Onsite | $160k - $230k base What’s in It for You • Competitive base salary ($160k-$230k) plus discretionary bonus, • Significant ownership from day one, • Direct exposure to investment research and quantitative workflows, • Opportunity to build new products rather than only maintain existing systems, • Practical AI engineering using modern LLM APIs, • A small team with direct access to decision-makers and minimal bureaucracy What You’ll Do • Maintain and improve full-stack applications supporting investment research and risk management, • Build new internal tools and workflows from scratch, • Develop modern web applications using TypeScript, React and Next.js, • Use Python for scripting, automation and data-related workflows, • Design and query relational databases using production-quality SQL, • Build AI-enabled automations using platforms such as OpenAI and Anthropic, • Take responsibility across design, development, deployment and production support What You’ll Bring • 2–7 years’ professional full-stack software development experience, • Strong TypeScript and React experience, ideally including Next.js, • Practical experience reading and writing Python for scripting or automation, • Strong relational database and SQL skills, • Experience owning production software across both frontend and backend development, • An undergraduate degree in Computer Science with a GPA above 3.0, • Willingness to work onsite in Stamford five days per week Nice to Have • Experience with tRPC, Prisma or a comparable modern TypeScript stack, • Exposure to OpenAI, Anthropic or other LLM APIs, • Experience building agentic workflows or AI-enabled automation, • AWS, Bash, CI/CD or Airflow experience, • A background or demonstrated interest in finance, fintech, investment research or quantitative systems About the Company Our client is a high-performing investment firm combining hedge fund and private equity strategies across equities, credit and private investments. Technology plays a central role in how the firm conducts investment research and manages risk. They are now expanding their internal engineering capability and looking for a full-stack engineer who wants meaningful ownership in a small, highly capable environment. Why This Role This is a strong opportunity for an engineer who wants to stay hands-on while gaining genuine exposure to the investment industry. You’ll work on software that directly influences how research is conducted and risk is understood, with the autonomy to shape both existing systems and entirely new products. It offers the ownership of an early-stage engineering environment without joining an early-stage business.

A great financial services company located in Greenwich, CT is looking for a college grad with one to three years of corporate experience (or solid internships) to join their team as an Administrative Assistant with front desk responsibilities. This position will have projects and the responsibilities will grow over time. It's a hands-on position with broad exposure to the firm's partners, investment professionals, and finance team. This is a great opportunity for a recent grad who takes ownership and thrives in a small, fast-moving environment. NOTE; THIS IS A FULLY IN OFFICE POSITION (NOT HYBRID); the hours are 9-5. KEY RESPONSIBILITIES • Sit at the front desk, meeting and greeting guests and investors, • Arrange travel and detailed itineraries for partners and managing directors, • Support Concur administration for the firm, including user setup, report review, and troubleshooting, • Support vendor management and contract renewals, tracking renewal dates and maintaining vendor records, • Serve as day-to-day liaison to the firm's outsourced IT provider and order IT equipment for new hires, • Support the investor relations team with Salesforce data entry and maintenance, along with reporting and ad hoc project support as needed, • Process tax notices — scan, log, and route to the appropriate internal and external parties, • Manage invoices, • Coordinate Annual General Meeting logistics, including guest list, hotel, dinner, and gifts QUALIFICATIONS • Bachelor’s degree required, • One to three years of administrative, operations, or coordination experience preferred (also open to 2026 college grads with solid internship experience), • Strong written and verbal communication skills; this role corresponds directly with partners, investors, and vendors, • Proficiency in Microsoft Outlook, Excel, and Word, with the ability to learn new systems quickly and independently, • Exceptional attention to detail and reliable follow-through, • Discretion in handling confidential financial, investor, and personnel information, • Experience with Concur and/or Salesforce, and exposure to financial or professional services, is a plus

This role is a 6month contract with an extension. 2 days onsite in Stamford CT. Job Description: • Mid-level candidate with 3-5 years of experience for a critical, fast-paced operational role supporting day-to-day business activities., • Need to have experience as a systems administrator in Workday, Beamery, BrightHire or any other HR ERP, • Strong candidates will have experience with Excel, audits, operational processes, stakeholder communication, and managing multiple priorities in a high-volume environment., • Key responsibilities include supporting operational activities, managing goal and project-based work, conducting audits, collaborating with cross-functional teams, and ensuring timely resolution of issues., • Candidates must be self-motivated, able to manage their own workload, communicate effectively, and thrive in an agile environment that requires strong organizational and multitasking skills., • - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - Other Job Titles: Talent Operations Specialist or Recruiting Operations Specialist About the Role: The Talent Operations Specialist role will specifically focus on optimizing and refining our recruiting processes and systems, through close partnership with the global TA team, HRIS, HR, and People Analytics. This position focuses on the operational responsibilities associated with satisfying inbound customer service requests, for HR Technology platforms. This role requires attention to detail, execution excellence and a strong customer service orientation. Responsibilities: • Primary accountability for the day-to-day administration and continous improvement of TA systems and applications to keep workflows clear, consistent and easy to use., • Provide customer service experience through the monitoring and maintenance of the inbound questions throughServiceNow, with a view to ensuring timeliness, quality of responses and resolutions, exceeding customer expectations around service levels., • Provide solutions for inbound questions, tracking and driving requests to a timely closure, • Follow up and follow through with end-users to ensure cases/issues are closed to customer satisfaction, • Triage to and follow up with subject matter experts, • Guide end-user support for completing system transactions, • Design and refine processes that improve recruiter and hiring team efficiency while supporting a strong candidate experience, • Serve as a point of contact for end user inquiries (Sourcer, Recruiters, Program Specialists & Managers) and escalate to HRIS or other partners appropriately, • Create and lead Global Talent Acquisition training sessions, related to system and process changes – this includes building training material and guides, facilitating live training sessions, hosting office hours and workshops, • Participate in workstreams for HR-led projects that impact recruiting processes aligning closely with stakeholders and project timelines to keep project on track, well-documented, and aligned with company goals, • Partner with cross-functional teams across People Operations and Talent Acquisition to translate needs into practical solutions, • Explore thoughtful ways to use generative AI to streamline workflows and improve outcomes Skills: • Experience as a systems administrator in Workday, Beamery, BrightHire or any other HR ERP (implementation experience a plus), • Strong service orientation with a high sense of ownership and accountability, • Superior interpersonal, written and verbal communication skills, • Proven ability to work independently and as part of a distributed team, taking direction from multiple team members, • Strong analytical, troubleshooting and problem solving abilities, a ‘systems’ thinker with a process orientation and outstanding attention to detail, • Strong Microsoft Excel skills required, • Strong work ethic and motivated to achieve goals and exceed expectations, • Exceptional time management skills and an ability to handle multiple assignments and meet deadlines, • Ability to work successfully with a global team Education: • Bachelor’s Degree preferred; degrees in HR, Business Information Systems, Management Information Systems, Computer Science, or related field preferred

Overview This is a Software Engineer role focused on building and supporting scalable backend applications, APIs, and systems within a fintech environment. The engineer will work primarily with C#, JavaScript, and SQL, partnering with business and technology teams across the full development lifecycle while contributing to architecture, CI/CD, testing, and system improvements. Key Responsibilities & Duties • Develop and maintain scalable backend systems and APIs from conception through deployment., • Create technical specifications and collaborate with stakeholders for requirements gathering., • Deliver high-quality software solutions through individual and team contributions., • Implement modern architectural designs to enhance existing systems and frameworks., • Support CI/CD pipeline development and automated testing suites., • Optimize development workflows and system functionality through cross-functional collaboration., • Maintain code quality standards and participate in peer code reviews., • Stay current with industry trends and emerging technologies to drive innovation. Job Requirements • Bachelor's or Master's degree in Computer Science, Electrical Engineering, or related field., • Minimum of 1 year, preferred 3+ years, of backend software development experience., • Expertise in C# and JavaScript programming languages., • Strong command of SQL programming and database engineering principles., • Experience with scalable systems, API development, and cloud platforms., • Familiarity with CI/CD pipelines, automated testing, and deployment strategies., • Knowledge of financial services or fintech environments is a plus., • Strong problem-solving skills and ability to troubleshoot technical issues effectively.

Candidate Profile We're seeking a valuation professional with approximately 2–3 years of experience gained within an asset management firm, public accounting firm, financial institution, or fund administrator. Ideal backgrounds include: • Experience within a valuation, pricing, or investment operations function, • Public accounting professionals with audit experience supporting investment funds or financial services clients, • Specialists focused on security pricing, valuation, or fair value analysis, • Financial modeling experience is a plus Work Arrangement • Hybrid schedule (3 days in office) Compensation • Base Salary: $85,000–$100,000, • Total Compensation: Approximately $115,000–$120,000 Position Summary This role is part of a centralized Valuation team responsible for overseeing the valuation framework across a diverse range of investment vehicles, including registered funds, private investment vehicles, separately managed accounts, and international fund structures. The team is responsible for governance, valuation methodology oversight, pricing controls, escalation procedures, and maintaining a robust valuation control environment. The successful candidate will help ensure investment valuations are timely, accurate, well-documented, and compliant with applicable regulatory standards. The role partners extensively with Portfolio Management, Operations, Fund Accounting, Risk, Compliance, Legal, Treasury, and external service providers to support the firm's evolving valuation framework. Key Responsibilities • Support the end-to-end valuation process, including preparation of valuation committee materials and fair value documentation., • Assist in enhancing valuation governance, operating procedures, and control processes to improve efficiency and scalability., • Participate in daily and periodic valuation activities, including:, • Reviewing complex or illiquid securities, • Challenging vendor pricing where appropriate, • Investigating pricing discrepancies and valuation exceptions, • Escalating issues through established governance channels, • Apply sound judgment when evaluating valuation methodologies, pricing models, assumptions, and observable and unobservable market inputs., • Maintain compliance with applicable valuation regulations and internal policies while ensuring thorough documentation and strong internal controls., • Perform oversight of third-party pricing vendors and external service providers, including:, • Due diligence reviews, • Methodology assessments, • Ongoing performance monitoring, • Pricing challenge processes, • Service quality oversight, • Identify opportunities to strengthen valuation controls, improve operational efficiency, and mitigate valuation risk., • Support internal and external audit requests related to valuation methodologies, controls, and supporting documentation., • Assist in developing, reviewing, and validating valuation models across multiple asset classes. Qualifications The ideal candidate is analytical, detail-oriented, and comfortable working in a fast-paced investment environment where independent judgment is critical. Preferred qualifications include: • Strong understanding of security valuation methodologies and fair value principles., • Experience evaluating pricing models, assumptions, and market inputs., • Knowledge of corporate actions and their impact on security valuation, including mergers, spin-offs, rights offerings, acquisitions, and SPAC transactions., • Familiarity with derivatives valuation and related market data., • Experience building, reviewing, or validating valuation models is preferred., • Understanding of valuation regulations applicable to investment funds., • Ability to independently assess complex valuation scenarios and provide thoughtful recommendations., • Experience working with external auditors, pricing vendors, custodians, or fund administrators., • Excellent analytical, organizational, and communication skills with a strong focus on controls and risk management. Technical Skills Experience with one or more of the following is preferred: • SQL, • Microsoft Excel, • Python, • Bloomberg, • Market data and pricing platforms, • Derivatives valuation systems, • Investment accounting or fund administration platforms

Senior Operations Associate – Global Multi-Strategy Hedge Fund | Stamford, CT Tired of being just another name in a big ops team? This is a chance to join a tight-knit, high-performing operations group at a leading global quantitative hedge fund, where your ideas actually get used. Orla Rose is partnering with a world-class systematic hedge fund to hire a Senior Operations Associate for its US team in Stamford, Connecticut. The team is small, sharp and trusted, with a direct line to the business and plenty of room to make your mark. The role This is a true front-to-back ops seat, covering middle and back office and working closer to T+0 than ever. You'll own day-to-day BAU across trade support, affirmations, reconciliations and settlements, while helping shape how the function works. There's a large pipeline of live projects, and the team wants people who spot the pain points in the daily flow and fix them. What we're looking for • Strong operations experience at a hedge fund, asset manager, bank or top-tier fund administrator, • Equities experience (primary or secondary product), • Hands-on BAU experience. You know the process inside out because you run it, • Real curiosity about tech and AI. You're already using AI tools to work smarter, automate the tedious stuff and improve processes, and you can talk about it, • Python or SQL is a bonus, not a requirement Why this role • A fund with a genuinely global footprint and a culture built around smart people and cutting-edge research, • A small team where you'll be visible and valued, • Masses of project work and the chance to put your own stamp on modernizing an ops function, • Competitive compensation, with flexibility for exceptional talent, • A best-in-class, fully managed relocation package for anyone moving to the area Location Stamford, Connecticut, five days a week in the office. This suits candidates based in Connecticut, Westchester or the Bronx, or anyone looking to relocate (fully supported). Candidates must have existing US work authorization, as sponsorship isn't available.

Based in Greenwich, CT, Summer Rain employs more than 120 people and has been in operation for over 45 years. The company provides top-notch irrigation and landscape lighting services to residential and commercial customers in Connecticut and New York. Recognized nationally as one of the top 100 irrigation companies in America, Summer Rain is dedicated to exceeding customer expectations. In addition to design and installation, the company offers custom maintenance packages, a 24-hour response time, and immediate emergency service. Role Description This is a full-time on-site role for an Administrative Assistant located in Port Chester, NY. The Administrative Assistant will be responsible for handling day-to-day clerical tasks, answering phone calls, managing communications, and providing executive administrative assistance. Duties include scheduling appointments, maintaining records, and ensuring smooth office operations. Salary range $52,000 to $57,000. Qualifications • Administrative Assistance and Clerical Skills, • Strong Phone Etiquette and Communication skills, • Experience in Executive Administrative Assistance, • Attention to detail and organizational skills, • Proficiency in Microsoft Office and office management software, • Ability to work independently and as part of a team, • High school diploma or equivalent; additional qualifications as an administrative assistant or Secretary will be a plus Benefits Paid time off Health Insurance/ Dental and Vision Insurance 401k

Role Overview This Data Platform Engineer is responsible for overseeing enterprise data platform architecture, managing cloud data warehouse environments, and building data ingestion workflows. The role shapes the organization’s data strategy by implementing efficient pipelines, integrating AI capabilities, and maintaining platform integrity to enable advanced analytics, AI applications, and business intelligence tools at scale. Key Responsibilities • Act as the primary administrator for the enterprise cloud data warehouse environment, managing user access, roles, security policies, and platform configurations across multi-cloud or hybrid environments., • Monitor, tune, and optimize data platform performance, security, and cost management, ensuring SLAs are met and platform reliability is maintained., • Design, develop, and support scalable data pipelines using a variety of ingestion techniques such as CDC, ETL/ELT processes, API integration, and batch/file-based loads, ensuring data quality and timeliness., • Build and maintain curated data sets, semantic data views, and business data models that serve reporting, visualization, and AI-based applications., • Collaborate with data source owners and analytics teams to onboard new data sources, define ingestion standards, and document data lineage for governance and troubleshooting., • Support the deployment, testing, and monitoring of AI-enabled applications, including Large Language Models (LLMs) and AI agents (e.g., ChatGPT, Copilot, Cortex), ensuring seamless integration with data workflows., • Partner with architecture teams on semantic layers, knowledge graphs, and ontology efforts to support reliable AI query layers and data accessibility., • Document platform architecture, best practices, and operational procedures; provide training and support to technical and non-technical users., • Evaluate new platform capabilities, including Private Preview features, and lead adoption strategies to incorporate innovations into production. Core Qualifications & Requirements • Bachelor’s Degree in Computer Science, Information Systems, or related technical field; Master’s Degree preferred., • 5+ years of experience in data engineering, data platform administration, or enterprise BI, with at least 2 years managing cloud data warehouses such as Snowflake, Redshift, or similar at scale., • Hands-on experience with multi-account or multi-tenant cloud data architectures, managing access controls, security, and platform stability., • Proficient in SQL programming and scripting languages for data transformation and automation., • Strong experience with data ingestion tools and ETL/ELT frameworks including Fivetran, HVR, Matillion, dbt, Apache Coalesce, and Postman., • Familiarity with AI and LLM tools such as ChatGPT, Claude, Microsoft Copilot, and Snowflake Cortex, with understanding of agent-based architecture and integrations., • Certified in Snowflake (SnowPro Core or Advanced) or comparable platform certifications., • Knowledge of agile development practices, DevOps principles, and CI/CD workflows., • Excellent written and verbal communication skills with the ability to collaborate across technical and business teams. Nice-to-Have Qualifications • Experience with BI and visualization platforms like Tableau, Power BI, or Sigma., • Understanding of agent-based data architectures, MCP servers, and agent-to-agent communication protocols., • Experience with data governance, data quality, and metadata management tools., • Working knowledge of cloud security standards and best practices for data privacy., • Familiarity with enterprise AI deployment and integration strategies. Core Technical Skills • Cloud Data Warehousing (Snowflake, Redshift, Azure Synapse), • SQL, Python, Bash scripting, • Data ingestion tools (Fivetran, HVR, Matillion, dbt, Postman), • AI/LLM tools (ChatGPT, Claude, Copilot) and agent architectures, • Data modeling, semantic layers, ontology, knowledge graphs, • Data governance, security policies, multi-cloud deployment

About the Company Our client is a leading Global Investment firm who is looking to add a talented Regulatory Reporting specialist to their growing Compliance team. About the Role The Regulatory Reporting specialist will support the firm’s growing Compliance team by preparing and submitting regulatory filings, managing data from multiple internal sources, building and documenting reporting processes, tracking regulatory changes across regions, and strengthening controls around derivatives transaction reporting. Responsibilities • Prepare and submit regulatory filings on behalf of the firm and its funds across daily, monthly, quarterly, and annual cycles, • Gather and reconcile data from multiple internal sources, then package it to meet each regulator's specification, • Build and document the processes behind current filing obligations, and stand up new ones as the firm's regulatory footprint expands, • Track regulatory change across the US, Europe, and Asia-Pacific, translate new requirements into practical operational steps, and brief the teams affected, • Strengthen the reconciliation and control layer around derivatives transaction reporting Qualifications • 4 - 10 years of relevant experience Required Skills • Experience with Form ADV and Form PF, • Working knowledge of complex derivatives and how they're captured in regulatory data, • Strong Excel and market data terminal skills Preferred Skills • SQL or Python is a meaningful plus

We're partnering with a family of private foundations and corporate community programs affiliated with a well-established global investment firm to hire a Senior Accountant. This is a hands-on role owning day-to-day accounting across multiple foundation entities, covering close, reconciliations, audit, tax support, and cash management. It suits someone with a tax-exempt background who wants a high-visibility seat with a small, mission-driven team and the resources of a large firm behind it. Location: Stamford, CT (4 days/week onsite) Compensation: $130,000-$140,000 base What You'll Do • Manage day-to-day accounting operations for a portfolio of private foundations and corporate community programs, including financial reporting, audit coordination, tax support, and reconciliations, • Lead month-end and year-end close across multiple foundation entities, including preparing and posting accruals and other journal entries, • Track, record, and reconcile fundraising and donation receivables to ensure completeness and accuracy, • Perform monthly financial reviews to validate reporting integrity and proper coding across entities, • Prepare and review recurring account reconciliations across multiple legal entities, • Support federal and state tax reporting, including Form 990-PF, 990-T, and related state filings, in partnership with external tax preparers, • Coordinate the annual audit: prepare schedules, respond to auditor inquiries, and resolve follow-up items, • Assist with banking relationships and ongoing cash management What We're Looking For • Bachelor's degree in accounting, finance, or a related field, plus a CPA or a master's degree in accounting, • 4+ years of accounting experience with meaningful exposure to nonprofit, private foundation, or other tax-exempt organizations, either in-house or serving tax-exempt clients in public accounting (audit or tax), • Solid command of GAAP, accrual accounting, and the month-end close, • Experience supporting external audits and working knowledge of exempt-organization tax filings (990-PF, 990-T, state filings), • Advanced Excel skills (VLOOKUPs, SUMIFs, pivot tables, complex formulas), • Strong written and verbal communication skills, comfortable presenting financial information clearly, • Organized and detail-oriented, able to manage deadlines across multiple entities at once, • Hands-on, resourceful approach to problem-solving, • Comfort with AI tools and an interest in applying them to accounting and reporting, • Commitment to the highest ethical standards Preferred • Direct experience with private foundations specifically (990-PF, excise tax, distribution requirements), • Hands-on preparation of 990-series returns, • Experience with Workday Financial Management or a comparable cloud ERP, • Background at a university, hospital system, or other large tax-exempt organization, or in a public accounting practice focused on not-for-profit clients The Environment A lean foundation and community-giving finance function backed by the infrastructure of a major investment firm. This role is based in Stamford, CT, four days per week in the office. For New York City-based candidates, a split schedule of three days in New York and one day in Stamford is available.