Trabajos operational finance en Estados Unidos

Investment Forecasting Strategy & Transformation Lead Full-Time Boston, MA, Springfield, MA or New York, NY The Opportunity As an Investment FP&A Forecasting Strategy Lead, you will own how the investment forecast is produced—leading the end-to-end forecasting lifecycle across planning, production, and continuous improvement within the broader FP&A process. Investment FP&A sits at the center of the enterprise feedback loop, connecting strategy, forecast, actual performance, and management action for MassMutual’s investment portfolio. In this role, you will ensure the investment forecast is delivered in a controlled, transparent, and scalable manner—so it can be relied on as a core input to planning and decision-making for senior and executive leadership. You will operate with direct visibility to Finance and Investment Management senior leadership — partnering with the Head of Transformation, IM Operations, and Data Strategy leaders to ensure investment data governance extends all the way through to FP&A and that we are established as a key customer of enterprise data and platform investments. You will transform the forecasting operating model for Investment FP&A — designing and building workflows that are practical, clearly owned, and easy to maintain. The goal is not just process improvement; it is to build a system that is sustainable, teachable, and does not depend on any single person to run. You will lead the business side of key transformation initiatives, including the Anaplan reimplementation — defining what the team needs from the platform, shaping how workflows should work in the future state, and overseeing testing to ensure the end result is aligned with business purpose. You will work closely with the Modeling COE and enterprise partners to make sure models, data, and systems are aligned to how FP&A operates and where it is headed. In partnership with the Investment FP&A team, you will create the conditions for high-quality, decision-ready insight — and help move the function from production-heavy delivery toward a more scalable, insight-driven model. The Team You will be part of a growing Investment FP&A team focused on transforming how investment performance and strategy are understood and delivered across the enterprise. The team combines analytical insight generation with strong operational ownership of the forecasting process. The team plays a central role in the FP&A planning cycle, owning the investment forecast and serving as a key link between strategy, financial outcomes, and management actions. We work closely with Investment Management, Corporate Finance, Treasury, Actuarial, and enterprise data and systems teams. Our culture emphasizes ownership, clarity, and continuous improvement, with a shared goal of building a scalable, transparent, and reliable forecasting capability that the business can trust. The Impact • Own and evolve the investment forecasting operating model, defining how planning, production, and model governance work across the team — ensuring the model is resilient, scalable, and aligned to enterprise planning cycles, • Design workflow infrastructure that embeds quality and speed into how the team operates — establishing clear ownership, structured handoffs, and built-in transparency so the team can deliver consistently without reliance on individual expertise or manual workarounds, • Safeguard production integrity and stakeholder confidence by establishing process discipline and cross-team coordination into the operating rhythm — ensuring the team meets enterprise timelines without compromising analytical quality, • Lead the business side of Investment FP&A's system transformation, including Anaplan — translating business needs into platform requirements, shaping future-state workflows, and overseeing UAT execution to ensure the end result serves the team's analytical and reporting objectives, • Represent Investment FP&A in enterprise platform and data governance decisions — partnering with the Head of Transformation, IM Operations, and Data Strategy to ensure investment data flows are governed end-to-end and that FP&A is recognized as a key customer of enterprise data and system investments, • Build the operational foundation that enables insight and executive-ready analysis — ensuring data, models, and workflows are structured to enable decision-relevant analysis, in partnership with the Analytics Lead, • Build organizational resilience and reduce key-person risk by establishing documented, repeatable processes and developing junior talent — building a team culture of process ownership and accountability so the team can scale and sustain performance independent of any single contributor, • Drive the continuous evolution of the operating model as part of the broader Finance Transformation — identifying structural gaps, designing scalable solutions, and positioning the team to absorb new demands as the function's scope and influence grow The Minimum Qualifications • 10+ years of experience in FP&A forecasting, actuarial modeling, ALM, Cash Flow Testing (CFT / AAT), or related finance/modeling roles, • Bachelor's degree in Finance, Actuarial Science, Mathematics, Economics, or a related field, • Strong understanding of forecasting processes, planning cycles, and production environments, including interactions between models, data, and financial outputs, • Experience working with actuarial or financial models and understanding model development, testing, and governance cycles, • Demonstrated experience leading model or platform conversions, including defining business requirements, shaping future-state design, and owning the business-side decision-making through implementation. Experience as a participant or tester alone is not sufficient; this role requires someone who has owned the "what" and "why," not just the "how.", • Proven ability to understand enterprise priorities and translate them into forecasting strategy — influencing senior-level stakeholders on platform, data, and process decisions, not just executing against a strategy defined by others. This includes experience engaging with senior leadership, technology partners, and cross-functional owners as a thought partner, not solely as a workstream executor, • Track record of thought leadership in forecasting or modeling operations — including identifying structural gaps, challenging existing processes, and designing scalable solutions that change how a function operates. The expectation is to define and build the framework, not improve within one, • Proven ability to design and operate end-to-end workflows with clear ownership, effective handoffs, and embedded governance — with evidence of having built these from the ground up, not solely maintained existing processes, • Navigate and lead through organizational and system change — operating with ambiguity across evolving tools, data maturity, and competing transformation priorities. Independently assess trade-offs, define sequencing, and make judgment calls that balance enterprise timelines with business quality standards The Ideal Qualifications • Experience leading or co-leading model/platform conversions or system transformations in a business-side ownership capacity, • Familiarity with insurance investment data, modeling inputs, and linkages to STAT and GAAP reporting, • Strong systems-thinking mindset with the ability to identify structural issues and design practical, scalable solutions, • Comfort operating with ambiguity and leading through change in environments with evolving tools, data maturity, and organizational priorities What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-LC1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Director of Alternative Investments - Commercial Mortgage Loans Investment Controllership Full-Time/Boston, MA, Springfield, MA or NYC The Opportunity Reporting to MassMutual’s Head of Alternative Investments, the Director of Alternative Investments will be a key leader and representative for the investment accounting, reporting, governance, and control processes supporting MassMutual’s commercial mortgage loan and real estate portfolios. The position will lead a team of MassMutual employees focused on ensuring the accurate, timely completion of monthly, quarterly, and annual accounting close cycles for these asset classes, including oversight of accounting services and reporting deliverables prepared by third-party administrators and service providers. As a Director in the Controllers Organization of Corporate Finance, you will join us as we continue our progress toward becoming best-in-class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage curiosity, business acumen, and initiative to strengthen our processes and outcomes. You will lead the team that manages and executes investment accounting, analysis, financial reporting support, control execution, and process improvement for commercial mortgage loans and real estate investments. This includes governance and oversight of financial transactions, statutory and GAAP accounting requirements, regulatory reporting schedules, management reporting, audit support, and key initiatives including technology, ledger, and operating model transformation. You will thrive in a dynamic and agile accounting environment focused on both disciplined execution and continuous improvement, while partnering collaboratively across Investments, Financial Reporting, Accounting Policy, Tax, Capital Management, business unit controllers, auditors, vendors, and other stakeholders. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accountants who oversee our various asset classes and investment activity. The team continues to grow in support of our growing level of assets, key initiatives and special projects. Our team has high business acumen and is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization. We strive to continuously improve by working together as team to make each other and our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. The Impact • Lead the team responsible for ensuring the accurate and timely completion of monthly, quarterly, and annual accounting close cycles for commercial mortgage loans and real estate investments through effective planning, monitoring, review, and problem solving., • Oversee accounting information and reporting deliverables prepared by third-party administrators and service providers, including financial statements, footnote schedules, regulatory reports, management reports, and other investment accounting outputs., • Review and analyze financial results, trends, and key drivers for the commercial mortgage loan and real estate portfolios, using strong business acumen and communication skills to develop clear commentary for senior management and financial reporting stakeholders., • Participate in the creation, analysis, and presentation of monthly and quarterly financial analysis reporting to senior management, including explanations of portfolio performance and its impact on financial results., • Develop, document, and assure adherence to an internal control framework that supports accurate and timely financial reporting for commercial mortgage loans and real estate. Monitor the control environment, including activities performed by vendors, and recommend improvements to strengthen governance, consistency, and accountability., • Lead process improvement, automation, and operating model initiatives focused on increasing efficiency, reducing manual risk, improving transparency, and adding business value across the commercial mortgage loan and real estate accounting processes., • Support annual regulatory financial statement audit requests, participate in auditor discussions, and serve as a key point of contact for audit matters related to commercial mortgage loans and real estate., • Effectively collaborate with Accounting Policy, the Chief Investment Office, Tax, Financial Reporting, Capital Management, business unit controllers, third-party administrators, and external auditors to resolve complex accounting, reporting, and operational matters., • Lead or support the implementation of new statutory and GAAP investment accounting requirements and determine the accounting process for new commercial mortgage loan and real estate investments, investment structures, and related transactions., • Actively participate in the implementation of the Company’s new ledger and related investment accounting technology initiatives, with a focus on future-state reporting, data quality, controls, and target operating model design., • Manage priorities effectively in a dynamic environment, balancing close execution, reporting deadlines, audit support, project delivery, and continuous improvement activities., • Lead, develop, and motivate a team that is inspired, engaged, and accountable, while creating opportunities for team members to learn, grow, and contribute to better business outcomes. The Minimum Qualifications • Bachelor’s Degree, • 8+ years of relevant accounting, financial reporting, controllership, or investment accounting experience, with direct or related exposure to commercial mortgage loans, real estate, structured finance or private assets, • 1+ years of experience leading teams in a deliverable-oriented environment., • 4+ years of experience overseeing monthly, quarterly, and annual close processes, financial reporting deliverables, controls, audits, or third-party service provider outputs. The Ideal Qualifications • Experience in insurance company investment accounting, including GAAP and statutory accounting for commercial mortgage loans, real estate, or other investment asset classes., • CPA or progress toward CPA preferred., • Knowledge of STAT and GAAP accounting requirements, regulatory reporting, financial statement support, and investment-related disclosures., • Strong analytical skills, including the ability to analyze financial data sets, identify trends, and tell the story of the data in a clear and concise manner., • Proven ability to complete high-quality work efficiently, manage multiple priorities, and lead through ambiguity in a dynamic and agile environment., • Experience building and maintaining strong working relationships across cross-functional groups, senior leaders, auditors, and third-party administrators or vendors., • Excellent verbal and written communication skills with the ability to express ideas in an organized and persuasive manner to leadership, staff, third parties, and other stakeholders., • Experience identifying internal control issues, developing remediation plans, and implementing process improvements that strengthen the overall control environment., • Preferred experience working in a Lean Six Sigma, continuous improvement, or root cause problem-solving environment., • Ability to partner with and influence business leaders and peers in investment process redesign, reporting improvements, and target operating model transformation., • Experience using investment data and information to analyze and communicate the implications of investment accounting, reporting, and ERP or subledger tools such as Aladin, SAP, Hyperion, NetSuite, or other investment accounting platforms. What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Investment Tax Manager Corporate Tax Department Full Time Boston, MA or New York, NY This is an individual contributor role The Opportunity The Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment. The Team As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. The Impact • Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables, • Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently, • Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results, • Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios, • Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners, • Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests, • Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls, • Mentor and develop tax professionals, providing coaching and fostering professional growth across the team, • Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations The Minimum Qualifications • CPA or certification in process or Enrolled Agent, • Bachelor's Degree, • 7+ years of tax experience from public accounting or financial services, • 5+ years of Income tax (ASC740) provision experience The Ideal Qualifications • 8+ years of progressive tax experience in public accounting, corporate tax, or both, including complex tax matters, • Insurance or asset management tax experience, with exposure to investment taxation across asset classes, • Experience with tax technology, ERP systems, and system implementations, • Passion for leveraging technology, automation, data analytics, and AI to improve processes and efficiency, • Proven success leading transformation, process improvement, or change management initiatives, • Experience mentoring, developing, or leading tax professionals, • Strong analytical, problem-solving, and data management skills, • Ability to manage multiple priorities and deliver results in a fast-paced environment, • Project management experience; certification preferred, • Experience with deferred tax accounting, reconciliations, audits, and auditor relationships, • Self-starter with a track record of ownership, initiative, and execution, • Strategic thinker with a hands-on approach to delivering results, • Excellent communication skills with the ability to simplify complex tax concepts for diverse audiences What to Expect as Part of the Team • Regular meetings with the Investment Tax Team, • Focused one-on-one meetings with your manager, • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups, • Access to learning content on Degreed and other informational platforms, • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Chief Marketing Officer (CMO) \n \n Role Overview \n This is a board‑visible, high‑stakes CMO role for a consumer brand in hyper‑growth mode. Backed by a leading private equity firm, the company is scaling aggressively across retail, DTC, omnichannel, and new international markets. You will lead a 20‑person marketing organization across brand, growth, creative, insights, product marketing, and communications — building the engine that drives valuation expansion and global brand dominance. \n You’re not just running marketing. You’re building a global consumer powerhouse. \n What Makes This Role Different \n\n • Private equity rigor paired with the creative freedom of a challenger brand\n, • A global mandate to expand into new international markets\n, • Full ownership of brand, growth, and consumer strategy across all channels and geographies\n, • Leadership of a 20‑person marketing organization across all disciplines\n, • Direct partnership with the CEO, CFO, and private equity stakeholders\n, • A mandate to scale fast, intelligently, and with measurable impact\n\n Key Responsibilities \n Brand Strategy & Global Category Leadership \n\n • Define and evolve the brand architecture, voice, and positioning to win domestically and internationally\n, • Build a cohesive brand experience across digital, retail, packaging, partnerships, and global consumer touchpoints\n, • Lead long‑term brand strategy aligned with private equity growth targets, international expansion, and exit planning\n\n Global Growth, Acquisition & Performance Marketing \n\n • Build a full‑funnel growth ecosystem across paid, organic, retail, and emerging channels in multiple markets\n, • Own CAC, LTV, ROAS, payback windows, and marketing P&L performance across regions\n, • Scale omnichannel acquisition across DTC, Amazon, retail partners, wholesale, and global marketplaces\n\n International Market Entry & Localization \n\n • Develop market‑specific strategies for brand launch, consumer acquisition, and retail penetration\n, • Lead localization of messaging, creative, packaging, and product positioning\n, • Build frameworks for international pricing, regulatory considerations, and competitive dynamics\n\n Consumer Insights & Global Analytics \n\n • Build an insights function that drives product innovation, messaging, and channel strategy across markets\n, • Lead competitive intelligence, category mapping, and whitespace identification globally\n, • Translate data into strategies that accelerate velocity, repeat purchase, and loyalty worldwide\n\n Product Marketing & Innovation \n\n • Partner with Product, R&D, and Operations to shape new product launches and GTM strategy across regions\n, • Lead pricing, packaging, positioning, and portfolio strategy to maximize margin and market penetration\n, • Drive launch calendars, retail sell‑in narratives, merchandising strategy, and category expansion globally\n\n Team Leadership & Organizational Buildout \n\n • Lead, mentor, and scale a 20‑person marketing organization across brand, growth, creative, insights, and communications\n, • Recruit senior operators capable of scaling with the business and navigating global complexity\n, • Build systems, processes, and operational discipline that match private equity expectations\n\n Private Equity Reporting & Value Creation \n\n • Own marketing dashboards, KPIs, and board‑ready reporting with clarity and strategic insight\n, • Partner with private equity stakeholders on growth modeling, scenario planning, and value‑creation initiatives\n, • Drive valuation growth through brand equity, revenue acceleration, margin expansion, and global category leadership\n\n Cross‑Functional Partnership \n\n • Work closely with Sales, Product, Operations, and Finance to ensure marketing is integrated across the business\n, • Align marketing strategy with supply chain realities, retail timelines, and international expansion plans\n, • Serve as a strategic advisor to the CEO on brand, consumer trends, competitive dynamics, and global strategy\n\n Qualifications \n\n • 12–20+ years of progressive marketing leadership experience in CPG, consumer goods, or omnichannel brands\n, • Proven success scaling a high‑growth brand; private equity experience strongly preferred\n, • Experience leading global expansion or managing international markets\n, • Deep expertise in brand building, performance marketing, and omnichannel GTM\n, • Demonstrated ability to lead a large, multidisciplinary marketing team (15–30+)\n, • Strong analytical and financial acumen; comfortable owning a marketing P&L\n, • Advanced degree preferred (MBA or relevant master’s)\n, • High‑velocity operator with exceptional communication, executive presence, and strategic depth\n\n Compensation \n\n • Competitive Base Salary\n, • Company - Performance‑Based Bonus (significant)\n, • Material Equity Participation tied to private equity value‑creation and long‑term upside\n\n The Vibe \n Bold. Creative. Analytical. Relentless. You build brands people obsess over, in multiple countries while delivering the numbers private equity partners demand. You thrive in high‑growth environments, move fast, and turn strategy into execution with precision.

Implementation Lead - Accounts Receivable Overview \n\n • The Implementation Lead - Accounts Receivable oversees client delivery and product implementation for integrated receivables solutions.\n, • This role involves end-to-end implementation, from requirements gathering to go-live and steady-state operations.\n, • Collaborate with accounts receivable, treasury, and finance teams to ensure seamless solution integration.\n, • Design and configure payment and remittance matching workflows tailored to customer requirements.\n, • Train customer teams, ensuring confidence and self-sufficiency post-implementation.\n, • Act as a subject-matter expert, providing insights to improve product and delivery processes.\n, • Opportunity to work with innovative AI-powered solutions in receivables automation.\n, • Contribute to building reusable implementation playbooks for streamlined onboarding processes.\n, • Engage in a hybrid work environment, blending remote and on-site collaboration.\n\n Implementation Lead - Accounts Receivable Key Responsibilities & Duties \n\n • Lead customer implementations, managing project plans, milestones, and risk across multiple engagements.\n, • Conduct discovery sessions to document receivables processes and design tailored solutions.\n, • Configure solutions, including remittance capture, payment matching rules, and ERP integrations.\n, • Validate workflows through testing and user acceptance trials to ensure accuracy.\n, • Optimize auto-match performance, meeting accuracy and same-day posting targets.\n, • Train and support customer teams, driving adoption and operational efficiency.\n, • Resolve post-go-live issues, ensuring smooth transitions to steady-state operations.\n, • Collaborate with internal teams to share feedback and inform product improvements.\n, • Develop implementation playbooks to enhance delivery efficiency and consistency.\n\n Implementation Lead - Accounts Receivable Job Requirements \n\n • Bachelor of Science (BS) degree required, preferably in a related field.\n, • 5+ years of experience in cash application, accounts receivable operations, or software implementation.\n, • Proficiency in cash application processes, payment channels, and remittance advice handling.\n, • Experience with bank file formats such as BAI2, EDI 820/823, and NACHA.\n, • Familiarity with ERP systems like NetSuite, SAP, Oracle, and Microsoft Dynamics.\n, • Strong project management skills for handling multiple implementations simultaneously.\n, • Proficiency in Excel for data validation and reconciliation tasks.\n, • Excellent communication skills to engage with diverse stakeholders effectively.\n, • Interest in AI-powered workflows and willingness to learn new technologies\n\n

Head of Investor Relations | DeepTech (hardware + AI) | NYC \n Hybrid working environment (Manhattan, NYC) \n $250/270k + bonus + equity \n \n Talentedge are partnering with a VC backed DeepTech company, spanning advanced hardware and AI. Backed by leading venture capital investors, the company has raised substantial capital to fund the development of its technology and is entering its next phase of growth, marked by an expanding footprint in the United States and a deepening bench of institutional investors. As part of this growth, the company is building out a New York presence and hiring its first dedicated Investor Relations Lead. \n \n This is a rare opportunity to build the Investor Relations function from the ground up at a high-growth, capital-intensive DeepTech business. Reporting into the CFO, the Head of Investor Relations will own the company's relationships with existing and prospective investors, shape how the equity story is told to the market and be a central partner in future fundraising rounds. This role suits someone who has trained in investment banking and has since moved in-house to operate as a builder inside fast-growing, venture-backed technology or hardware companies — ideally with first-hand experience supporting the kind of large, complex rounds ($100m+) that capital-intensive DeepTech businesses require. \n \n Key responsibilities: \n\n • Own Investor Relations end-to-end: act as the company's first dedicated IR hire, building the strategy, processes, and infrastructure for how the company engages with its investor base.\n, • Lead investor relationships: serve as a trusted, day-to-day point of contact for existing institutional investors (VC and growth equity), and cultivate relationships with prospective investors ahead of future rounds.\n, • Drive fundraising execution: partner closely with the CEO, CFO, and Finance team to prepare for and run future capital raises, including data room management, due diligence coordination, investor materials, and process management for $100m+ rounds.\n, • Shape the equity narrative: craft and continually refine the company's investment thesis and equity story, translating complex hardware and AI technology and R&D roadmaps into a compelling narrative for financial audiences.\n, • Own investor communications: manage the cadence of investor updates, quarterly reporting, board materials support, and responses to ad hoc investor queries.\n, • Build IR infrastructure: stand up the systems, trackers, and processes (e.g. investor CRM, reporting templates, KPI packs) needed to run a professional IR function at scale.\n, • Represent the company externally: attend and, over time, help organize investor conferences, roadshows, and relevant industry events.\n, • Plan ahead: help the leadership team think through the company's long-term capital strategy, including potential future growth equity, crossover, or pre-IPO investors as the business matures.\n, • Cross-functional partnership: work closely with Finance, Legal, and Communications to ensure investor-facing messaging is accurate, consistent, and aligned with broader company narrative.\n\n \n Profile: \n\n • Investment banking foundation: trained in investment banking, ideally with exposure to technology, hardware, industrials, or growth equity coverage.\n, • Operator experience: has since moved in-house and worked as an operator (e.g. in Investor Relations, Corporate Development) at one or more VC backed hardware or technology startups/scaleups.\n, • Track record with large rounds: direct experience supporting or leading fundraising processes for VC backed companies that have consistently closed $100m+ rounds (e.g. Series C and beyond, or large growth rounds).\n, • Comfort with capital-intensive businesses: understands the funding dynamics, capital intensity, and longer development and commercialization cycles typical of hardware and DeepTech companies.\n, • Financial fluency: strong financial modeling, valuation, and analytical skills, with the ability to translate technical and operational detail into an investor-ready narrative.\n, • Builder mindset: excited to build a function from scratch as a first hire; highly organized, self-directed, and comfortable operating with a high degree of ownership and ambiguity.\n, • Relationships: existing relationships across the growth-stage and late-stage venture ecosystem (VC and crossover investors) are a strong plus.\n\n \n Talentedge are a leading & accounting recruiter for the tech and media startup & scaleup community across New York & London.

About the Opportunity \n \n We are partnering with an established global organization seeking an experienced Internal Auditor to join its corporate audit team. This position will be responsible for conducting financial and operational audits across multiple business locations, with a strong focus on evaluating internal controls, identifying risk, and improving business processes. \n This is a highly visible opportunity for an audit professional who enjoys working across different areas of an organization and partnering with both finance and operational leadership. \n \n Key Responsibilities \n \n\n • Plan and perform financial and operational audits across multiple locations.\n, • Review business processes, internal controls, and areas of financial and operational risk.\n, • Conduct interviews, walkthroughs, testing, and audit documentation.\n, • Identify control gaps and provide practical recommendations for improvement.\n, • Prepare clear audit findings and communicate recommendations to management.\n, • Review corrective action plans and follow up on audit findings.\n, • Participate in process and systems audits as needed.\n, • Assist with audit planning, risk assessments, and development of audit programs.\n, • Serve as Lead Auditor on select engagements.\n, • Support continuous improvement initiatives within the internal audit function.\n\n \n Required Qualifications \n \n\n • Bilingual Spanish/English required.\n, • 5+ years of audit experience.\n, • Manufacturing audit experience required.\n, • Manufacturing experience may come from internal audit or public accounting/external audit experience supporting manufacturing clients.\n, • Bachelor's degree in Accounting, Finance, Business Administration, or related field.\n, • Strong understanding of internal controls, risk assessment, and audit methodologies.\n, • Strong written and verbal communication skills.\n, • Ability to communicate audit findings clearly and professionally with various levels of management.\n, • Strong analytical and problem-solving skills.\n, • Proficiency with Microsoft Excel and other Microsoft Office applications.\n, • Ability and willingness to travel throughout the Americas as required.\n\n \n Preferred Qualifications \n\n • CIA, CPA, CISA, CFE, or similar professional certification.\n, • Public accounting experience.\n, • Experience working within a global or multi-location organization.\n, • ERP/SAP experience.\n, • Experience utilizing data analytics or AI tools within an audit environment.\n\n \n Ascendo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. \n

Jefferies Wealth Fixed Income Execution Desk \n Middle Office/Trading Assistant/Business Analyst \n \n Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses, and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. \n \n Jefferies Fixed Income Execution Desk facilitates client orders on a riskless basis functioning across all fixed income products, seeking best execution to fill client orders. The desk is responsible for the full life cycle of transactions from trade to settlement. \n \n Job Description: Candidate will focus on fixed income operational functions, learning all aspects and roles on the Fixed Income Execution Desk. Candidate will be responsible for complete trade life cycle from booking to settlement including regulatory requirements such as TRACE/MSRB reporting, best execution, and prevailing market price. The role includes assisting the team with communicating market color/context and opportunities. \n \n Primary areas of Responsibilities: \n\n • Support Financial Advisor teams from pre to post transaction\n, • Confirming and matching all fixed income transactions versus street counterparties\n, • Regulatory checks at start and end of each trading day\n, • Monitory of TRACE and MSRB web sights\n, • Business analysis\n, • Facilitating client fixed income orders\n\n Qualifications: \n\n • Bachelor’s degree in business administration, Finance, Economics, or related field preferred\n, • Advanced skills in Microsoft Excel, Word, and PowerPoint\n, • Strong quantitative, analytical, and critical thinking skills\n, • Excellent time management and the ability to prioritize workflow\n, • 2-4 years of related in financial services experience\n, • Effective communication skills\n, • Experience with Pershing Netx360, Bloomberg\n, • Series 7, 63 and 66\n, • Spanish and or Portuguese helpful\n\n \n About Us \n Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

The Opportunity \n A growing insurance firm is hiring a Sr. Analyst, Finance Operations & Analytics to serve as a hands-on analytical partner across its Finance function. This is an individual contributor role for someone who wants to go beyond completing the task in front of them, someone who validates the data, understands the process behind it, and leaves every workpaper and analysis better than they found it. You'll work across policy billing, cash application, accounts receivable, collections, and claims-payment workflows, with real visibility into how Finance decisions get made. \n \n What You'll Be Doing \n\n • Analyzing end-to-end Finance activity (billing, refunds, cash application, AR, collections, claims payments), monitoring volumes, aging, turnaround times, and exception rates to catch issues early\n, • Reconciling operational reports and source-system data to the general ledger, investigating discrepancies, and supporting month-end and quarter-end close with accurate schedules and variance explanations\n, • Building and improving KPIs, dashboards, and recurring reporting packages that increase visibility and speed up decision-making\n, • Partnering with Financial Reporting, Treasury, Internal Controls, IT, and business teams to resolve data and process gaps, and supporting Finance system implementations through requirements gathering, testing, and reconciliation\n\n \n Who You Are \n\n • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.\n, • At least 5 years of progressive experience in finance operations, accounting, FP&A, or finance analytics (ideally with exposure to insurance, regulated financial services, or high-volume transaction environments.)\n, • Advanced in Excel, comfortable in PowerPoint, and you understand financial statements, GL data, close processes, and internal controls at a level that lets you spot what's wrong, not just what's asked.\n, • Experience with Power BI, SQL, or ERP systems is a plus, as is a CPA, MBA, or Lean Six Sigma background.\n, • You work independently, communicate clearly, and you close the loop on things instead of letting them drift.\n\n \n Hoxton Circle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. \n

Our client is a top company in the insurance and financial services space. They are seeking a Business Analyst - Process Design & Documentation for their team on a temporary basis. \n \n This role provides business analysis capacity for that work. The analyst works with operations owners across six workstreams to map the new and changed process flows, draft the procedures and playbooks that go with them, and keep the deliverable register current as decisions land. The work is documentation-led rather than advisory, and it is the record the operations teams will run the fund from once it is live. \n Key responsibilities \n Process mapping and documentation \n\n • Work with workstream owners to map new and changed process flows end to end, including the split of activity between Client and the fund administrator.\n, • Capture control points, handoffs, exception paths and system touchpoints in each flow, and identify where a step has no clear owner.\n, • Help draft operating procedures, desk procedures and playbooks in the team’s templates, and take each one through review with the operations owner.\n, • Keep the documentation set consistent in structure, template and terminology across the six workstreams: cash management, fund administration, monthly and quarterly reporting, compliance and waterfall, rating agency, and loan servicing and reconciliation.\n, • Maintain version control so that the current state of each artifact is clear to the team at any point.\n\n Requirements, decisions and tracking \n\n • Help maintain the operational deliverable register, tracking status, owner and open items across workstreams.\n, • Capture requirements, decisions and open questions from working sessions, and turn them into clear written follow-ups that move items to closure.\n, • Support the drafting of RACI and service level definitions alongside the subject matter experts and workstream owners.\n, • Prepare materials for working group and program reviews, working to the existing reporting cadence.\n\n Workshops and stakeholder support \n\n • Prepare, help facilitate and document working sessions with operations, finance, data and technology partners.\n, • Follow up on open items between sessions, and flag risks to the Nov. 1 readiness date early rather than late.\n, • Help document data requirements and lineage for compliance and waterfall testing, rating agency reporting, and periodic reporting.\n\n Standard of completion \n Two tests apply to everything produced in this engagement. \n\n • Each process flow and procedure is developed and validated with the Client operations person who will do the job.\n, • The documentation set is consistent enough in template and terminology that the operations teams can maintain it after go-live without rework.\n, • A document that has not been walked through with the person who will own the process is not complete.\n\n \n Qualifications: \n \n Required \n\n • 5+ years as a business analyst in asset management, insurance investment, banking, or in consulting to those firms.\n, • Demonstrated process mapping experience, including swimlane and cross-functional flows that went into production use rather than staying in a deck.\n, • Track record writing operating procedures or desk procedures that the people doing the work actually used.\n, • Strong requirements elicitation skills, with experience drawing detail out of operations subject matter experts who are busy.\n, • Proficient with Visio, Lucidchart or an equivalent process mapping tool, and with Word, Excel and PowerPoint.\n, • Able to carry several workstreams at once against a fixed date, and to work with incomplete information without stalling.\n, • Highly effective collaborator who writes clearly, asks rather than assumes, and raises issues constructively.\n\n Preferred \n\n • Investment operations exposure across loans, private credit, fund administration or IBOR and ABOR environments.\n, • Prior experience documenting an outsourced service relationship with a fund administrator, custodian or transfer agent.\n, • Fund launch or platform implementation experience with a hard external date.\n, • Experience with a deliverable register or program tooling such as Jira, Confluence or Smartsheet.\n, • Familiarity with AI tools such as Claude, ChatGPT or Gemini, applied to drafting documentation and synthesizing complex material.\n\n

Job Title: Equity derivatives Operations Analyst \n Job Location: New York, New York ( Hybrid- 3 days onsite) \n Job Type: Contract W-2 \n \n A global bank is seeking a Equity derivatives Operations Analyst to join their New York team. \n\n • Perform end-to-end trade validation and control for equity derivatives and structured equity payoff products, ensuring accuracy and completeness of bookings in internal systems.\n, • Verify trade economics against term sheets, confirmations, trader recaps, and booking models.\n, • Review and validate complex product attributes including payoffs, barriers, autocalls, digitals, knock-in/knock-out features, coupons, and underlying baskets/indices.\n, • Investigate and resolve trade capture issues, discrepancies, and exceptions in a timely manner with Front Office, Sales, Structuring, Operations, Risk, and IT teams.\n, • Monitor trade lifecycle events including amendments, cancellations, novations, resets, corporate actions, fixing events, and maturities.\n, • Perform daily controls and reconciliations to identify missing, unmatched, or incorrectly booked trades.\n\n \n Skills \n \n\n • Strong mandatory experience in equity derivatives and structured equity payoff products within a trade validation or middle office environment.\n, • Solid understanding of listed and OTC equity derivatives, including options, swaps, variance products, autocallables, structured notes, and other bespoke equity-linked products.\n, • Strong knowledge of trade lifecycle management and operational processes across front-to-back functions.\n, • Ability to interpret term sheets, pricing models, confirmations, and legal/transaction documentation.\n, • Strong analytical and problem-solving skills with high attention to detail.\n, • Experience in investigating booking discrepancies and independently driving issues to resolution.\n, • Good understanding of product economics, risk sensitivities, and the impact of trade capture quality on valuation and downstream processes.\n, • Strong stakeholder management and communication skills with the ability to interact confidently with Trading, Structuring, Risk, Operations, Finance, and Technology teams.\n, • Ability to work in a fast-paced, high-pressure environment while managing multiple priorities and deadlines.\n\n \n Education \n Degree in Business Management, Business Administration, or other related discipline

Location: Queens, New York | Job Type: Full-Time \n \n Why This Role \n This is a seat for someone who's spent their career on the deal or advisory side of infrastructure and wants to move to the other side of the table, inside the asset, owning the long-term economics of a $4B terminal instead of advising on one from outside. You'd own the concession and airline revenue models that actually run this business, not just model them for a pitch or a close. \n \n Position Overview \n This role reports to the Director of Finance and owns the company's long-term operating model, built on 30-50 year DCF and concession style projections across airline and concession agreements. This is a strategic finance and investment oriented seat, not a routine FP&A role: it's built for someone who can translate contract terms, capital structures, and operational drivers directly into financial outcomes, and who's comfortable moving fluidly across finance, commercial, and operations to get there. \n \n Core Responsibilities \n\n • Own and maintain the long-term operating model, including multi-decade DCF projections, ensuring accuracy and transparency of assumptions and outputs\n, • Translate contractual, operational, and capital structure changes into model updates and forecasts\n, • Run scenario and sensitivity analysis across traffic, revenue, cost, and capital assumptions to support strategic and investment decisions\n, • Analyze airline and commercial agreements including rate structures, pricing mechanisms, concession terms against defined KPIs\n, • Track and forecast enplanements, capacity, and airline mix\n, • Develop investment-grade business cases evaluating airline and commercial partners; deliver dashboards and performance analysis to leadership\n, • Partner directly with Commercial and Operations leadership on contract structuring and performance improvement, not from behind a deck\n, • Maintain alignment between the operating model, forecasts, and actual financial results with FP&A and Accounting\n\n \n What We're Looking For \n\n • 4-8 years of experience in infrastructure advisory, project finance, infrastructure investing/asset management, or a strategic finance team at an infrastructure developer, operator, or investor\n, • Strong expertise in long-term (30-50 year) DCF and operating model construction, not just periodic budgeting or forecasting\n, • Background at an infrastructure advisory practice, an infrastructure investor/asset manager, a project finance bank, or an airport/transportation infrastructure operator\n, • Demonstrated ability to translate contracts and operational drivers directly into financial outcomes, not just model outputs someone else interprets\n, • Genuinely comfortable operating across finance, commercial, and operations, not purely deal execution from behind a desk\n, • Advanced Excel required; SQL, Power BI, or Solver a plus\n, • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field\n\n \n Additional Details \n\n • Hybrid, based in Queens, NY. Full-time\n\n

SH Hotels & Resorts, an affiliate of global private investment firm Starwood Capital Group, is a hotel brand management company that operates 1 Hotels, Baccarat Hotels, Treehouse Hotels, and SH Collection properties. Leveraging its marketing, design, operational, and technological expertise, SH is the force behind some of the most groundbreaking and dynamic hotel brands in the world. \n The Revenue team for SH Hotels & Resorts is a group of driven problem solvers, the brightest of the bright who make it easy for everyone else to understand the daily operations of our hotel and its financial impacts. We are currently seeking a Director of Revenue Management. The Director of Revenue Management is responsible for developing and executing the hotel's comprehensive revenue strategy to maximize revenue, profitability, and long-term asset value while preserving the property's luxury positioning and guest experience. As a key member of the hotel's Commercial Leadership team, the Director of Revenue Management leads pricing, inventory, distribution, forecasting, and business mix strategies across all market segments, ensuring alignment with the hotel's commercial objectives and financial goals. \n Leveraging data analytics, market intelligence, and forward-looking demand insights, the Director of Revenue Management identifies revenue opportunities, anticipates market trends, and translates complex data into strategic recommendations that support decision-making by hotel leadership, ownership, and home office partners. The role is accountable for forecasting accuracy, revenue optimization, pricing strategy, distribution performance, and market share growth, while ensuring disciplined execution across all commercial channels. \n Working in close partnership with Sales, Marketing, Operations, Finance and Area Director of Revenue, the Director of Revenue helps shape and execute an integrated commercial strategy that drives total hotel performance. The role serves as a trusted advisor to the General Manager and Area Director of Revenue, presenting performance results, business risks, and strategic opportunities while influencing key commercial decisions that support both short- and long-term objectives. \n \n \n About you... \n Four-year college degree or equivalent combination of education and experience; or a min of 6 years similar experience in this or similar role. \n Prior experience and strong understanding of hospitality revenue management preferred. \n Experience with hotel property management systems, reservation systems and revenue management systems to forecast and implement optimal strategies preferred. \n Strong expertise in on demand trends and market conditions with ability to translate into revenue management strategies used to realize the maximum amount of revenue for the property. \n Comfortable with presenting strategy recommendations to Executive teams \n Flexible and willing to meet the demands of a 24-hour operation

The Role \n This is a front-office investment management and origination role on the Capital Markets team and is a great role for someone looking to play a leadership role at a fast-growing PE-backed business. You'll be instrumental in supporting the growth of our business, financing distributed energy assets, focusing primarily on batteries and microgrids. \n \n This role will work full-time in our New York office in the Union Square area. \n \n What we offer: \n\n • Opportunity to join a top-notch team of professionals\n, • Fantastic team environment and collaborative culture\n, • Competitive compensation package and a comprehensive benefits program including medical benefits, paid vacation and holidays, and 401K matching\n\n \n Core Responsibilities: \n\n • The candidate will play a key role leading the origination, structuring, and management of various debt, tax equity, and tax credit transfer facilities\n, • The candidate will be responsible for the implementation of new project development and capital markets transactions in the financial model\n, • The candidate must be comfortable implementing the relevant terms of the Inflation Reduction Act and One Big Beautiful Bill Act\n, • Manage and train the junior members of the Capital Markets team\n, • Act as a trusted partner to internal and external teams, including legal, accounting, project managers, bankers, tax equity investors, etc\n, • Maintain positive and effective business relationships internally across Scale’s broader business\n, • Proactively engage with senior leadership on investment issues and business innovation, and their impact on overall business strategy\n\n \n The Ideal Candidate: \n For you to be successful in the role, you should have: \n\n • 8+ years of experience financing or investing in infrastructure or renewable energy projects, including distributed generation\n, • 3+ years of experience managing analyst or associate-level financial professionals in a “deal team” structure\n, • Bachelor's degree (preferably in Finance, Economics, Mathematics, or Engineering); MBA or CFA preferred\n, • Demonstrated financial modeling competency to evaluate different capital structures across the various debt markets (development capital, commercial bank financing, leveraged finance, mezzanine / Holdco debt)\n, • Experience leading the negotiating, closing, and documenting of debt and tax equity financings\n, • Experience developing and auditing complex financial models\n, • Demonstrated experience originating transaction opportunities\n, • Working knowledge of off-take arrangements for distributed energy\n, • Experience conducting project/portfolio due diligence and managing third-party consultants and transaction counsel\n, • Strong interpersonal skills and ability to effectively communicate information and strategic goals to non-financial people\n, • Proactive and forward-thinking attitude, creative problem-solving ability, and the ability to “manage up”\n, • Strong understanding of technical/commercial terms and their impact on projects\n\n \n Company Culture: \n This is a great opportunity to have a long-term impact on a fast-paced, private equity-backed growth business. Some of the core virtues embraced by Scales’ employees include: \n\n • Do the Right Thing\n, • Act Like an Owner\n, • Hustle\n, • Demand Results\n, • Go Together\n, • Evolve or Disappear\n\n \n About Scale Microgrids \n Scale is redefining resilience, with advanced microgrids that go beyond traditional backup power solutions to give businesses the power to adapt and thrive amid all of today’s growing energy challenges. As a vertically-integrated provider of turnkey advanced microgrid systems, Scale combines project design, engineering, and execution expertise with microgrid-as-a-service financing to offer our customers systems that are optimized to deliver maximum value from day one while ensuring ultra-reliable operations and fast time-to-power. \n \n Scale is backed by EQT, a firm with ~$250B in assets, bringing a depth of experience, resources, and capital that will enable Scale to continue pursuing our vision of powering the world with distributed energy. The investment enables Scale to own and operate billions of dollars in distributed generation assets.To learn more about Scale Microgrids, please visit https://www.scalemicrogrids.com. \n \n About EQT \n EQT is a leading purpose-driven global investment organization with EUR 246 billion in total assets under management, divided into two business segments: Private Capital and Real Assets. EQT owns portfolio companies and assets in Europe, Asia Pacific, and the Americas and supports them in achieving sustainable growth, operational excellence, and market leadership. To learn more about EQT, please visit https://eqtgroup.com. \n \n Scale strives to attract and retain a workforce that reflects the composition of our customer base and communities. We are committed to providing a work environment that provides everyone with equal access and opportunity to contribute and drive meaningful outcomes. We encourage applicants from all backgrounds to apply and will consider qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. \n

Senior Director, Patient Financial Services (Backend) Corporate East 42nd Street-Full-Time Days \n \n The Senior Director Patient Financial Services for the Mount Sinai Health System (MSHS) is responsible for hospital-based Billing and Accounts Receivable performance across the medical center. The Senior Director will report to the Vice President Patient Financial Services of the MSHS. \n The Senior Director is a key leader within the Patient Financial Services Management team, responsible for overseeing teams within the Patient Accounts department. This includes Billing, Cash application and reconciliation; Denial management and all aspects of Third-Party follow-up. The Senior Director is charged with ensuring accurate and timely billing, ensuring quality and productive handling of the Accounts Receivable, fostering and maintaining relationships with third party payers, and protecting and optimizing cash collections. The role plays a critical part in driving operational excellence, mentoring teams and supporting the financial health of the organization. \n Responsibilities \n\n • Direct daily operations of the teams under their control, and continually work towards reducing days in Accounts Receivable, increasing cash collections, reducing bad debt decreasing denials and eliminating write offs due to process issues.\n, • Ensures workflows align with revenue cycle best practices to reduce claim denials, improve cash collections and enhance clean claim rates.\n, • Develop and implement policies and procedures that promote efficiency, data integrity, and regulatory compliance (e.g. NYS, CMS).\n, • Monitor key performance indicators (KPI) such as initial and final denials, payer performance, staff productivity and quality touches, aged AR trends and billing lags.\n, • Collaborate with department such as coding, IT, clinical service areas and appeals to ensure seamless end-to-end revenue cycle performance.\n, • Lead, coach and mentor a team of managers, supervisors, and account representatives; oversee training, performance evaluations, and staff development.\n, • Maintain strong internal controls and audit readiness for all PFS processes.\n, • Supports organizational goals around cash collections and aged Accounts Receivable\n, • Utilize revenue cycle and EHR systems.\n, • Organizes routine meetings with health system business leaders and managed care to review payer issues and denials.\n, • Builds effective, collaborative relationships with key stakeholders across departments (e.g., DTP, Human Resources, Managed Care, Finance, and clinical departments)\n, • Collaborates with finance, managed care and DTP contributors to develop and operationalize optimal performance.\n, • Provides leadership and supports governance processes to result in effective, efficient, standardized, and compliant practices across the MSHS.\n, • Investigates and resolves denials and coordinates efforts to assist senior revenue cycle leaders with development of innovative strategies and solutions.\n, • Establishes and maintains strong working relationships with Revenue Cycle leaders, key stakeholders, hospital and department leaders and fosters a strong working relationship with key strategic partners.\n, • Maintains strong understanding of revenue performance metrics and payer mix and leads team in building plans to support operational departments to achieve best practice performance through strong analytical capabilities, process improvement identification, and technology enhancements.\n, • Maintains strong customer relationships with key strategic partners.\n, • Ensures appropriate functional strategic partners are engaged throughout the process.\n, • Monitors and provides regular reporting to senior management on key performance metrics (e.g., actual versus expected results for financial targets)\n, • Brings developing issues and recommended actions to the attention of senior leadership and governance committees.\n, • Develops, maintains, and ensures compliance with standardized policies, processes, and programs throughout the MSHS.\n, • Develops a high-performing team as measured through the achievement of benchmark process outcomes, audit and compliance results, financial goals, and employee satisfaction.\n, • Stays current with government regulations regarding patient access and insurance.\n, • Establish goals, objectives, and budgets for assigned areas, and monitors/manages to ensure achievement once approved.\n, • Ensures all HIPAA privacy and security standards are adhered to.\n, • Conforms to the established policies/ procedures/ processes/ Standards of Behavior and ensures assigned staff do so as well.\n, • Performs other duties as assigned.\n\n \n Qualifications \n Education \n\n • Bachelor's degree in finance or Business-related field; Masters preferred\n\n Experience \n\n • 10 years of progressively responsible experience in patient accounts that includes experiences in third party billing rules, follow-up techniques, denial management and team building\n, • Extensive demonstrated success in a finance department in a large not-for-profit/academic health system facility or corporate environment.\n, • Excellent interpersonal skills, experience with making presentations to, and dealing with senior management and other C-suite leaders.\n, • Financial management skills, including the ability to analyze financial data for operations, budgeting, auditing, forecasting, accounting, AR and reserve analysis, market analysis, staffing, and financial reporting.\n, • Strong leadership skills to motivate cross-departmental teams? performance towards excellence using team concepts and consensus-building management styles.\n, • Advanced/ effective interpersonal, written/ verbal communication, and presentation skills, along with the ability to communicate complex finance concepts to others without a finance background.\n, • Demonstrated ability to engage in positive, powerful persuasion with individuals or groups with diverse opinions and/ or agendas, leading to outcomes that meet identified goals.\n, • Ability to analyze and resolve complex problems necessary to develop and administer multifaceted revenue processes, regardless of whether issues originate in an area under direct or indirect control.\n, • Ability to enlist cooperation and build teams committed to carrying out initiatives in environments that may be resistant to change and not under the incumbent's direct authority.\n, • Ability to translate key performance indicator levels into a finance-based business case, then design, implement, and manage more effective/ efficient processes.\n, • The ability to maintain a high level of positive energy/ creativity during periods of elevated work demands.\n, • Ability to prioritize multiple objectives in a rapidly changing environment and deliver quality outcomes.\n, • Ability to develop and maintain effective relationships at all levels throughout the organization.\n, • Strong Leadership skills.\n\n \n Working Conditions \n\n • Corporate office environment in an academic health system.\n\n ,518 - PFS 633 Third Avenue - MSH, Mount Sinai Hospital \n

Overview \n KNM Resources is seeking a Senior Accountant to support accounting, reporting, budgeting, forecasting, and financial analysis. The ideal candidate will have 5+ years of experience and strong Excel skills. To learn more about this role, please contact me. For more opportunities from KNM Resources, please visit https://www.knmresources.com/all-openings. \n \n Responsibilities \n Financial Reporting & Analysis \n\n • Lead month-end and year-end close activities.\n, • Prepare financial statements and management reports.\n, • Develop financial and operational reporting.\n, • Analyze budget-to-actual results and financial trends.\n, • Identify risks, opportunities, and performance issues.\n, • Provide financial recommendations to leadership.\n, • Monitor financial activity and reporting requirements.\n, • Support external audits and prepare audit schedules.\n\n Budgeting, Forecasting & Strategic Planning \n\n • Support annual budgeting with senior finance leadership.\n, • Prepare quarterly forecasts and long-range projections.\n, • Develop financial models and supporting analyses.\n, • Perform monthly, quarterly, and annual variance analysis.\n, • Support strategic planning and financial initiatives.\n\n Qualifications \n\n • Bachelor’s degree in Accounting or related field.\n, • 5+ years of progressive accounting experience.\n, • Strong general accounting and financial reporting background.\n, • Advanced Excel and financial modeling skills.\n\n

Company Overview \n Midea is one of the world’s largest home appliance brands, offering the most comprehensive selection of products in the world to fully serve the needs of day-to-day living at home, at work, or anywhere else you go. In North America we strive to aim high, put the customer first, transform and innovate the marketplace, utilizing our commitment, dedication, inclusion and partnership with our teams. We are a global company with over 150,000 employees and operations in more than 195 countries. As a publicly listed company, we are also ranked #245 as a Fortune Global 500 company and offers one of the most comprehensive ranges in the home appliance industry. Midea America is a subsidiary of Midea with over 200 employees in the US and we are expanding our presence in North America. \n \n Job Summary \n We are seeking an experienced Assistant Manager, Regional FP&A to support financial decision-making, forecasting, and risk management across the Americas region. In this role, you will bridge corporate strategy and business operations by applying financial rigor, advanced analytical tools, and data-driven insights to optimize business performance and process efficiency. \n \n Essential Job Responsibilities \n\n • Financial Decision Support & Risk Management: Apply accounting, taxation, and financial management principles to support strategic regional business decisions and maintain robust internal risk controls.\n, • Forecasting & Data Analytics: Utilize modern digital analytics tools to deliver accurate regional financial forecasts, variance analyses, and actionable strategic planning recommendations.\n, • Cross-Functional Collaboration: Partner with regional business departments across the Americas to evaluate the financial impact of operational changes, identifying opportunities for cost optimization and value creation.\n, • Reporting & Process Optimization: Prepare regular financial and business performance reports, identify data anomalies, pinpoint underlying root causes, and lead cross-departmental problem resolution.\n, • Budgeting & Execution: Participate in the annual budgeting process, oversee effective budget execution across business units, and establish early-warning risk mitigation plans.\n, • Tech Adoption: Evaluate and integrate emerging financial technologies, including AI-driven tools, to automate routine analysis and enhance team productivity.\n\n \n Required Qualifications \n\n • Bachelor’s degree or higher in Finance, Accounting, Economics, or a related field.\n, • 3+ years of progressive experience in financial planning and analysis (FP&A), corporate finance, or related advisory roles. Experience operating within a multinational organization preferred.\n, • Proven ability to apply risk assessment methodologies and manage financial analysis for multi-faceted projects independently.\n, • Proficiency in financial modeling, ERP systems (e.g., SAP, Oracle), data visualization tools (e.g., Power BI, Tableau), and advanced Excel. Familiarity or interest in leveraging AI tools for financial workflow automation.\n, • Strong cross-functional collaboration skills with the ability to translate complex financial data into business insights for key stakeholders.\n, • Bilingual in both English and Chinese.\n\n \n Disclaimer \n This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities. Duties, responsibilities, and activities may change at any time with or without notice. \n EEO Statement \n We are an equal opportunity employer and value diversity. All employment is decided based on qualifications, merit, and business need.

Category Manager (Global Real Estate & Construction Procurement) \n New York, NY (Onsite) \n 24-Month Contract \n JPC - 20653 \n \n The Category Manager, Global Real Estate (Design & Construction) leads strategic sourcing, procurement, supplier management, and commercial contract activities supporting Client's global real estate portfolio. The role is responsible for developing and executing category strategies across architecture, engineering, project management, construction, furniture, technology infrastructure, and other workplace-related services. \n \n This position partners closely with Global Real Estate, Finance, Legal, Risk, and business stakeholders to ensure client projects are delivered through best-in-class procurement practices that optimize cost, quality, schedule certainty, supplier performance, sustainability, and risk management. The role supports the firm's Global Location Strategy through disciplined sourcing, vendor governance, and commercial leadership across a diverse global portfolio of projects and services. The role manages strategic supplier relationships and leverages enterprise buying power to establish scalable procurement programs and master service agreements. \n \n Qualifications: \n Required: \n\n • Bachelor's degree in Supply Chain Management, Business, Construction Management, Engineering, Architecture, Real Estate, or related field.\n, • 10+ years of strategic sourcing, procurement, or commercial management experience.\n, • Minimum 5 years of direct experience supporting corporate real estate, workplace, design, or construction programs.\n, • Demonstrated experience leading complex RFPs and global sourcing initiatives.\n, • Experience negotiating professional services agreements, construction contracts, consulting agreements, and master service agreements.\n, • Strong financial acumen, contract management expertise, and commercial negotiation skills.\n, • Strong stakeholder management capabilities within a matrixed global organization.\n, • Proficiency with sourcing intake, contract lifecycle, procurement workflow, and supplier management technology platforms, including Zip, Ariba, or comparable enterprise systems.\n\n \n Preferred: \n\n • Experience within asset management, banking, insurance, private equity, or other highly regulated financial services organizations.\n, • Experience supporting global office portfolios and enterprise workplace programs.\n, • Professional certifications such as CPSM, CIPS, PMP, MRICS, CCM, or LEED.\n, • Familiarity with construction delivery methods including Design-Bid-Build, CMAR, Design-Build, and Integrated Project Delivery.\n, • Experience working across North America, EMEA, APAC, and Latin America.\n\n \n Success Measures: \n\n • Savings and value creation versus approved budgets.\n, • Supplier performance and service quality metrics.\n, • Successful execution of global sourcing and procurement programs.\n, • Risk mitigation and contract compliance.\n, • Stakeholder satisfaction.\n, • Procurement cycle-time improvements and sourcing efficiency.\n, • Consistent adoption of ESO sourcing standards and technology-enabled processes, including accurate use of Zip, Ariba, and related procurement systems for pipeline tracking, sourcing execution, approvals, and reporting.\n, • Contribution to successful delivery of workplace client projects globally.\n\n \n Responsibilities: \n Category Strategy & Strategic Sourcing \n\n • Develop and execute global category strategies for design, construction, project management, furniture, workplace technology, facilities services, and related real estate spend categories.\n, • Conduct spends analysis, market intelligence, supplier benchmarking, and risk assessments to identify sourcing opportunities and category optimization initiatives.\n, • Translate spend analysis, supplier market intelligence, and total cost of ownership insights into quantified savings targets and measurable value creation opportunities.\n, • Establish multi-year sourcing roadmaps aligned with Client's global workplace and real estate objectives.\n, • Monitor industry trends, construction markets, labor conditions, material pricing, and emerging supplier capabilities.\n, • Maintain current supplier market maps and external benchmarking to inform sourcing strategies, negotiation positions, and supplier selection decisions.\n, • Identify opportunities for standardization, supplier consolidation, and improved commercial terms across regions.\n\n Design & Construction Procurement \n\n • Lead sourcing activities for client projects globally, including consultant selection, design services, owner's representative services, furniture procurement, general contractors, and specialty vendors.\n, • Develop and manage RFIs, RFQs, RFPs, bid evaluations, supplier interviews, and recommendation packages.\n, • Define structured RFx evaluation criteria, scoring methodology, decision documentation, and defensible award recommendations based on price, quality, delivery, risk, and stakeholder requirements.\n, • Facilitate competitive procurement processes while balancing cost, quality, schedule, risk, and stakeholder requirements.\n, • Partner with project teams to establish procurement strategies aligned with project delivery objectives.\n, • Support project budgeting and forecasting activities through market pricing, benchmarking, and procurement planning.\n\n Contract Negotiation & Commercial Management \n\n • Lead commercial negotiations and contract execution activities for design and construction-related agreements.\n, • Partner with Legal and Risk Management to establish contract standards and negotiate favorable commercial terms.\n, • Negotiate master service agreements, statement of work templates, rate cards, and project-specific agreements.\n, • Ensure appropriate risk allocation, insurance requirements, indemnification provisions, performance obligations, and service-level expectations.\n, • Drive measurable value through commercial negotiations, scope optimization, and contract governance.\n\n Supplier Relationship Management \n\n • Establish supplier governance programs for strategic design, construction, and workplace vendors.\n, • Conduct supplier performance reviews and business reviews with key vendors.\n, • Develop scorecards and performance metrics related to cost, quality, schedule, innovation, safety, sustainability, and service delivery.\n, • Collaborate with suppliers to drive continuous improvement initiatives and innovation opportunities.\n, • Manage supplier escalations and facilitate resolution of commercial or performance issues.\n\n Capital Project Support \n\n • Partner with Global Real Estate project managers, workplace planning teams, design leaders, and business stakeholders throughout the project lifecycle.\n, • Support project planning, budget development, procurement schedules, and risk management activities.\n, • Participate in design reviews, project governance meetings, and executive presentations as required.\n, • Provide commercial guidance related to change orders, contract modifications, claims management, and procurement-related decisions.\n, • Ensure procurement activities align with approved capital plans and governance requirements.\n\n Governance, Risk & Compliance \n\n • Ensure compliance with Client’s procurement policies, delegated authority requirements, and financial controls.\n, • Promote ethical sourcing practices and transparency throughout procurement activities.\n, • Support supplier diversity, sustainability, and corporate responsibility initiatives where appropriate.\n, • Apply ESO standard sourcing processes, workflows, and controls consistently across sourcing activities, including intake, competitive events, approvals, contracting, supplier onboarding, and documentation.\n, • Use enterprise procurement and sourcing technology platforms (including Zip for intake and Ariba for contract management and payments) and related systems of record, to manage sourcing pipeline visibility, event execution, approvals, supplier records, and audit-ready documentation.\n, • Maintain procurement documentation and audit-ready records.\n, • Identify and mitigate supplier, commercial, operational, and geopolitical risks.\n\n Leadership & Stakeholder Management \n\n • Build trusted partnerships with senior business leaders, project sponsors, and cross-functional stakeholders.\n, • Influence sourcing decisions through data-driven analysis and sound commercial judgment.\n, • Mentor procurement team members and contribute to the development of procurement best practices.\n, • Lead complex sourcing initiatives across multiple regions, business units, and stakeholder groups.\n\n \n Pay Range for CA, CO, IL, NJ, NY, WA, and DC: $103/hour to $103/hour. Starting rate of pay offered may vary depending on factors including but not limited to, position offered, location, education, training, and/or experience. \n \n Solugenix will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and Ordinance. Applicants do not need to disclose their criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.

\n • Location : Hybrid (Montvale, Dallas, or Chicago)\n, • Duration: 12 months - CTH\n, • Title: SAP S/4HANA Finance Solution Architect\n\n Job Description: \n SAP S/4HANA Finance Solution Architect \n We are seeking an experienced SAP S/4HANA Finance Solution Architect to lead the design, architecture, and configuration of SAP S/4HANA Finance solutions. This role will be responsible for defining finance transformation strategies, driving adoption of SAP leading practices, and ensuring scalable, compliant, and maintainable solutions across global finance organizations. The ideal candidate will possess deep expertise in SAP S/4HANA Finance, including Financial Accounting (FI), Controlling (CO), Asset Accounting, Project Accounting, Revenue Recognition, Record-to-Report (RTR), and financial reporting. The architect will serve as the primary advisor for finance process design, configuration decisions, solution governance, and business transformation initiatives. Relevant SAP S/4 leading practices include standardized end-to-end finance processes, embedded analytics, integrated finance and controlling, and adoption of SAP Fiori user experiences. \n Responsibilities \n Solution Architecture & Design \n\n • Lead the end-to-end architecture and solution design for SAP S/4HANA Finance transformations.\n, • Define future-state finance operating models leveraging SAP best practices and standard functionality.\n, • Design scalable and maintainable solutions aligned with SAP Clean Core principles.\n, • Provide thought leadership on finance process transformation and ERP modernization initiatives.\n, • Evaluate business requirements and recommend optimal SAP standard capabilities before customizations.\n\n \n Finance Process Leadership \n\n • Serve as the functional architecture lead across key finance domains: General Ledger, Accounts Payable, Accounts Receivable, Asset Accounting, Cost Center Accounting, Profit Center Accounting, Internal Orders, Project Accounting, Revenue Recognition, Consolidation and Financial Reporting, Treasury and Cash Management\n, • Lead finance process redesign workshops and drive adoption of SAP leading practices.\n, • Partner with Finance leadership to align business requirements with SAP solution capabilities.\n\n \n SAP Configuration Leadership \n\n • Lead and govern SAP S/4HANA Finance configuration activities.\n, • Define configuration standards for: Ledger Design, Company Codes, Chart of Accounts, Fiscal Year Variants, Posting Period Controls, Financial Statement Versions, Costing Structures, Parallel Accounting, Universal Journal (ACDOCA)\n, • Review and approve functional specifications, configuration documents, and solution designs.\n, • Ensure consistency across global deployments and member firm implementations. Ledger and accounting-principle design are critical tenant-level architecture decisions that affect reporting, compliance, and operational processes.\n\n \n Reporting, Analytics & Controls \n\n • Architect financial reporting solutions utilizing: SAP Embedded Analytics, SAP Analytics Cloud (SAC),Financial Reporting Structures\n, • Design solutions that support regulatory, statutory, management, and operational reporting requirements.\n, • Ensure strong internal controls and auditability across financial processes.\n, • Support finance organizations with KPI frameworks and executive reporting capabilities. Embedded analytics and integrated FI/CO reporting are key SAP S/4HANA finance leading practices.\n\n \n Stakeholder Leadership \n\n • Facilitate executive and business stakeholder workshops.\n, • Serve as trusted advisor to CFO organizations and finance leadership teams.\n, • Collaborate closely with: Enterprise Architects, Data Migration Teams, Integration Teams, Reporting Teams, Security Teams, SAP Delivery Partners\n, • Present recommendations and architecture decisions to leadership governance boards.\n\n \n Delivery Leadership \n\n • Provide solution governance across all project phases: Discover, Design, Build, Test, Deploy, Hypercare\n, • Support testing strategy, defect resolution, cutover planning, and production readiness activities.\n, • Mentor SAP FI/CO consultants, business analysts, and functional leads.\n\n \n Qualifications \n\n • 10+ years of SAP Finance consulting experience.\n, • Bachelor’s Degree in Accounting, Finance, Information Systems, Computer Science, or related discipline.\n, • 5+ years serving as SAP Finance Lead or Solution Architect.\n, • Multiple end-to-end SAP S/4HANA implementation programs.\n, • Extensive experience leading global finance transformation initiatives.\n, • Experience working directly with CFO organizations and Finance leadership.\n\n \n SAP Expertise \n\n • Deep expertise in: SAP S/4HANA Finance, Financial Accounting (FI), Controlling (CO),Universal Journal (ACDOCA),Asset Accounting, Project Systems / Professional Services, Revenue Recognition, Margin Analysis (CO-PA),Group Reporting, Financial Close Processes, Embedded Analytics, SAP Fiori\n, • Knowledge of SAP S/4HANA Public Cloud configuration and core organizational and financial design concepts is highly desirable.\n, • Strong understanding of: Record-to-Report (RTR), Procure-to-Pay (P2P), Order-to-Cash (O2C), Financial Planning & Analysis (FP&A), Project Financials, Revenue and Billing Processes, Internal Controls and Compliance, Professional Services Finance Operations\n, • Business Expertise, Leadership Skills, Strong executive communication skills, Ability to influence senior stakeholders.\n, • Resource should be located within commuting distance of Montvale, Dallas, or Chicago.\n\n \n Notes from Manager: \n\n • no guarantee, but potential to be converted to FTE.\n, • Resource should be located within commuting distance of Montvale, Dallas, or Chicago.\n\n

About Revolut \n \n People deserve more from their money. More visibility, more control, and more freedom. Since 2015, Revolut has been on a mission to deliver just that. Our powerhouse of products — including spending, saving, investing, exchanging, travelling, and more — help our 80+ million customers get more from their money every day. \n \n As we continue our lightning-fast growth, 2 things are essential to our success: our people and our culture. In recognition of our outstanding employee experience, we've been certified as a Great Place to Work™. So far, we have 13,000+ people working around the world, from our offices and remotely, to help us achieve our mission. And we're looking for more brilliant people. People who love building great products, redefining success, and turning the complexity of a chaotic world into the simplicity of a beautiful solution. \n \n About the role \n \n The Finance team keeps Revolut moving with clarity and confidence. From accounting to strategic support, they work across the business to assess risk, guide decisions, and drive growth. Their insight shapes everything from daily operations to long-term plans and plays a key role in how we scale. \n \n We're looking for a Head of Accounting to develop end-to-end accounting processes in the US. You'll oversee local tax and regulatory reporting processes to create a fully integrated financial reporting framework. \n \n Up to shape what's next in finance? Let's get in touch. \n \n What you'll be doing \n\n • Enhancing the month-end close process to be faster and more efficient by leveraging automation\n, • Managing and automating the daily reconciliation process, and creating core accounting documentation across entities\n, • Establishing processes and leveraging AI and automation tools for monthly and quarterly flux and business driver analysis in financial statements\n, • Building out the accounting infrastructure required to report both GAAP and IFRS accounting for a US regulated bank and holding company\n, • Supporting SOX implementation and managing external auditor requests for year-end and quarterly reviews\n, • Building team member skills and knowledge to improve operational leverage\n, • Providing accounting guidance on new product developments or launches\n, • Ensuring financial reporting remains compliant with US GAAP and local regulatory standards\n\n \n What you'll need \n\n • 8+ years of experience in corporate accounting or financial control roles within banking or financial services, including building out processes for new products\n, • An active or inactive CPA qualification\n, • Expertise in US GAAP and the month-end close process within a complex organization\n, • Proficiency in Oracle NetSuite or similar enterprise-level ERP systems\n, • A structured and logical approach to solving complex reconciliation and reporting issues\n, • The ability to work independently and meet deadlines in a fast paced environment\n, • Excellent communication skills\n, • To be able to work from the office in New York 2–3 days per week (this is a hybrid role)\n\n \n Nice to have \n\n • Experience at a Big 4 accounting firm\n, • Familiarity with IFRS accounting\n, • Knowledge of SOX compliance and internal control frameworks\n\n \n Compensation range \n\n • New York: $162,500 - $225,800 gross annually*\n, • Other locations: Compensation will be discussed during the interview process\n\n *Final compensation will be determined based on the candidate's qualifications, skills, and previous experience \n

Leadenhall Search and Selection is currently partnering with a leading international advisory firm who are looking to expand their business transformation practice across the United States! \n \n We are looking for an experienced Finance Transformation Manager to join a growing team and play a key role in delivering finance transformation and improvement projects for clients. This role would suit someone who enjoys working at the intersection of finance, technology, and business transformation and is comfortable taking ownership of projects from initial assessment through to implementation. \n \n What You'll Be Doing \n\n • Lead finance transformation projects and take ownership of key workstreams from planning through delivery.\n, • Work with clients to understand how their finance function operates today and identify opportunities to improve processes, structures, and ways of working.\n, • Help design practical future-state solutions and develop clear transformation roadmaps.\n, • Support the delivery of technology-enabled change, including ERP, EPM, automation, and finance analytics initiatives.\n, • Work closely with senior stakeholders, managing priorities, resolving issues, and keeping projects on track.\n, • Develop presentations, recommendations, business cases, and other client-facing deliverables.\n, • Support and develop junior team members while contributing to a collaborative project environment.\n, • Get involved in proposals, workshops, and other business development activities\n\n \n What We're Looking For \n\n • You should have 5- 9 years of relevant experience across areas such as finance transformation, consulting, corporate finance, strategy, operations, or business transformation.\n, • Experience managing finance transformation or operational improvement projects.\n, • Strong project and stakeholder management skills.\n, • Experience working with senior finance leaders and facilitating workshops or presenting recommendations.\n, • Exposure to finance technology such as SAP, Oracle, Workday, EPM platforms, automation tools, or analytics solutions.\n, • Experience improving processes such as financial close, RTR, P2P, O2C, FP&A, budgeting, or forecasting.\n, • Experience managing or mentoring junior consultants or project team members.\n, • Previous experience with a Big 4 consultancy or in a consulting environment would be advantageous.\n\n \n The Opportunity \n This is a hands-on management role offering the opportunity to work across a variety of finance transformation initiatives, influence senior stakeholders, and help organizations create more effective, technology-enabled finance functions. \n \n If you have a strong understanding of finance and transformation, enjoy solving complex problems, and want to take ownership of meaningful client work, we'd be keen to hear from you.

Family Office Controller \n \n The Family Office Controller oversees the day-to-day financial operations of a single-family office and an organization focused on impact investing and philanthropy. This role supports the Principals, their children, and the CFO and requires close collaboration across the family office team and its affiliates. \n \n The Controller will oversee one junior accountant or accounts payable professional. The ideal candidate will have a roll-up-your-sleeves approach and work in an organized, relaxed, and efficient manner. This individual should be comfortable managing multiple priorities while maintaining a high level of attention to detail, discretion, and professionalism. \n This role is best suited for a professional with experience in a family office, private banking, investment fund, closely held or family-owned business, or similar environment, who brings strong financial fundamentals and a proactive, service-oriented approach. \n \n Essential Requirements \n\n • Provide support to the CFO and family office leadership across all aspects of accounting and finance.\n, • Lead general ledger accounting and financial reporting across all family-related entities in a timely and accurate manner.\n, • Prepare monthly and annual financial statements.\n, • Manage investment accounting and monitoring and prepare investment reports.\n, • Assist with the implementation of new technology related to general ledger and investment reporting.\n, • Establish and maintain accounting and operational processes and controls.\n, • Manage cash balances, cash flow forecasting, and liquidity planning.\n, • Oversee banking relationships and treasury processes.\n, • Supervise an accounts payable / junior accountant and work closely with them on expense processing.\n, • Manage personal, household, trust, and operating company expenses with professionalism and confidentiality.\n, • Coordinate with external tax advisors to ensure timely and accurate filings.\n, • Manage, build, and support budgets, expense tracking, and financial planning processes.\n, • Ability to juggle multiple requests simultaneously and track, manage, and deliver significant ad hoc projects as requested by the Principals.\n, • Maintain investment literacy, including monitoring, reconciliation, and reporting of investment activity.\n, • Work independently, manage recurring deadlines, and maintain strict confidentiality.\n\n \n Additional Qualifications \n\n • 7–12+ years of progressive experience in a family office, closely held or family-owned business, fund, or similar environment.\n, • CPA required or currently on the CPA track.\n, • Bachelor’s degree in Accounting, Finance, Tax, or a related field.\n, • Excellent written and verbal communication skills.\n, • Strong technology skills, including Microsoft Excel, Office Suite, Canva, and AI tools.\n, • Proficiency with accounting software, including QuickBooks and Addepar. Experience with a true general ledger system, particularly in connection with a software migration or implementation, is a plus.\n, • Experience and/or exposure to direct investments, impact investing, philanthropy, tax, and/or investment activities is a plus.\n, • Experience with consolidations and GAAP financial reporting.\n, • Demonstrated ability to be flexible and resourceful in a complex and lean environment.\n, • Strong judgment, discretion, and impeccable integrity.\n, • Ability to work in the office five days per week.\n, • Must be comfortable working in an office where dogs may be present in the future.\n\n

A Director of Data Strategy and Governance is required to create and lead a new enterprise data capability for one of the top 10 US law firms undergoing significant technology and AI data transformation. This is a high-profile leadership opportunity spanning Data Strategy, AI Data Infrastructure, Data Architecture, Governance and MDM, with responsibility for creating the trusted data foundations needed to support the firm’s rapidly evolving AI and analytics ambitions. \n \n Locations: New York | Washington, D.C. | Los Angeles - Hybrid working \n \n Comp Circa $350-380k + Bens + Bonus \n \n For an established data leader from legal, legal operations, legal technology, or regulated environments such as banking, financial services, or professional services, this is an opportunity to build a data capability of long-term strategic importance. \n \n Reporting to the Chief Legal Operations Officer, you’ll shape the firm’s data strategy from an early stage, modernize how data is managed across a complex technology landscape and establish the standards needed to make data accessible, reliable and secure. A major part of the remit will be to ensure the firm’s data estate can support the scalable adoption of data and AI. \n \n Key skills required for the Director of Data Strategy and Governance \n \n\n • Extensive senior-level experience across enterprise data strategy, data architecture, data engineering and analytics, typically gained over 15+ years, including at least 5 years at Director, VP or comparable leadership level.\n, • Strong experience creating and modernizing enterprise data platforms and architecture from the ground up within complex, multi-system organizations.\n, • Experience designing or delivering AI data infrastructure, with knowledge of RAG pipelines, vector databases, embeddings, LLM data architecture and enterprise knowledge retrieval, and how enterprise data needs to be structured, governed and secured for AI consumption.\n, • Experience gained within legal, legal operations, legal technology or another complex, highly regulated and data-sensitive environment. We are also interested in senior data leaders from areas such as banking, financial services and professional services where security, confidentiality, governance and regulatory controls are fundamental.\n, • Broad expertise across the modern data stack, including cloud data platforms such as Snowflake, Azure or equivalent, ETL/ELT, data orchestration, cataloguing, lineage and BI technologies.\n, • Significant experience establishing enterprise data governance, including data ownership, stewardship, classification, metadata, lineage, quality and appropriate access to sensitive information.\n, • Strong understanding of Master Data Management (MDM) and the challenges of creating authoritative, trusted data across multiple enterprise systems.\n, • The executive presence to work effectively with C-suite executives, partners and senior business leaders, translating complex data and AI requirements into clear business priorities and investment decisions.\n, • Experience building and leading multidisciplinary data organisations spanning data engineering, architecture, analytics and governance.\n\n \n What you’ll do as a Director of Data Strategy and Governance \n \n\n • Set the direction for enterprise data across the firm, developing a long-term strategy that supports commercial priorities, analytics and the wider AI roadmap.\n, • Own the data infrastructure supporting AI and GenAI, alongside AI data governance, ensuring high-quality enterprise information can be securely discovered and consumed by AI applications.\n, • Enable RAG pipelines, vector databases, embedding workflows and knowledge retrieval, working closely with AI and Technology teams to provide the data foundations required for LLM-powered applications.\n, • Establish how sensitive client and firm data can be accessed by AI, implementing appropriate controls around classification, permissions, quality, lineage and auditability.\n, • Create a modern enterprise architecture connecting data across the firm’s financial, client, matter, document, HR, risk and operational systems.\n, • Lead the evolution of the firm’s cloud data and integration landscape, establishing scalable approaches to data ingestion, transformation and distribution.\n, • Introduce a consistent Master Data Management strategy for critical entities including clients, matters, attorneys, rates and timekeepers.\n, • Establish effective enterprise governance, creating clear accountability for data and developing an active network of business data stewards.\n, • Improve the consistency and reliability of critical business information through common definitions, standards and quality controls.\n, • Expand the use of analytics and business intelligence, providing leadership with better insight into financial performance, clients, matters, utilisation, workforce and operational trends.\n, • Partner with Finance, Business Development, HR, Legal, Security, AI and Technology teams to turn enterprise data into actionable intelligence.\n, • Develop greater self-service analytics and data literacy while maintaining appropriate enterprise governance.\n, • Build and develop the data organisation as the function grows, establishing the technical capability, operating model and leadership structure required for the future.\n\n \n Why this role? \n \n This is a genuine opportunity to build a strategic enterprise data capability from the ground up within one of the largest and most sophisticated areas of professional services. \n The position sits directly at the intersection of enterprise data, AI and the legal sector. As the firm expands its use of GenAI, you’ll be responsible for ensuring its enterprise data can securely support RAG, vector search, embeddings, knowledge retrieval and other LLM-driven applications. \n \n Working in an environment where client confidentiality, information security, privilege, governance and regulatory obligations are critical, you’ll have the opportunity to determine how highly sensitive enterprise data is managed and safely activated for the next generation of AI capabilities. \n \n You’ll have the scope to shape the data strategy, AI data infrastructure, enterprise architecture governance model, MDM capability and team, with significant exposure to executive leadership \n \n 📩 Apply now or message @jamesshenton for more details. Referrals always welcome! \n \n #DataStrategy #AIInfrastructure #DataGovernance #LegalTech #DataLeadership

Operational Readiness Manager, CBTC / Rail Transit Modernization \n Location: New York City, NY \n Engagement: Full-Time, Long-Term Consulting \n Duration: Up to 5 Years, approximately 8,000 hours \n Schedule: Monday-Friday, 9:00 AM-5:00 PM, with occasional weekend support \n Start: ASAP \n \n Client: Confidential, Major Urban Transit Organization \n \n Position Overview \n MGT is seeking an experienced Operational Readiness Manager to support a major, multi-year rail modernization initiative in New York City. \n The Operational Readiness Manager will lead the organizational and operational transformation required to transition a large urban subway system from conventional, hardware-driven signaling to a Communications Based Train Control (CBTC) operating environment. \n \n This is primarily an operational readiness, transformation, and change leadership role supported by strong CBTC knowledge. It is not a hands-on CBTC engineering position. \n The successful candidate will help determine and implement how the organization must evolve its people, operating model, maintenance practices, processes, governance, workflows, training, and resources to successfully operate and maintain a CBTC-based subway system. \n \n Key Responsibilities \n\n • Develop and lead a comprehensive CBTC operational readiness and transformation plan.\n, • Define organizational changes required to support centralized CBTC operations and maintenance.\n, • Assess current operations and identify workforce, skills, process, procedure, and resource gaps.\n, • Develop practical strategies and implementation plans to address identified readiness gaps.\n, • Lead execution of the transformation plan and monitor key milestones and readiness objectives.\n, • Establish and implement new operating workflows, processes, procedures, and governance practices.\n, • Coordinate across Operations, Maintenance, Signals & Train Control, Safety, IT, Finance, Procurement, Training, Workforce Development, and Capital Programs.\n, • Partner with senior leadership to identify required resources, organizational support, and funding.\n, • Translate CBTC technology changes into practical operational and organizational impacts for leadership and frontline personnel.\n, • Lead stakeholder workshops, working sessions, training, and change-readiness activities.\n, • Integrate operational readiness activities into overall program governance and reporting.\n, • Monitor progress, identify risks and dependencies, and adjust readiness strategies as required.\n, • Capture lessons learned and continuously improve readiness strategies throughout the modernization program.\n\n \n Required Qualifications \n\n • Bachelor's degree in Transportation Management, Engineering, or a related field.\n, • Extensive experience in transit operations and maintenance, preferably within a large urban rail, subway, metro, or heavy-rail system.\n, • Strong understanding of CBTC systems and how CBTC impacts rail operations and maintenance.\n, • Demonstrated experience leading operational readiness, organizational transformation, or major change initiatives.\n, • Experience developing or implementing new operating models, workflows, processes, procedures, and organizational structures.\n, • Demonstrated ability to coordinate effectively across large, complex, multi-layered organizations.\n, • Strong executive-level communication and stakeholder management capabilities.\n, • Ability to effectively engage both senior leadership and frontline operations and maintenance personnel.\n, • Experience with operational strategy, organizational development, governance, compliance, and continuous improvement.\n\n \n Highly Preferred Experience \n\n • Direct experience supporting CBTC implementation, migration, deployment, or operational readiness.\n, • Experience transitioning a transit organization from legacy signaling toward CBTC or another modern rail-control environment.\n, • Experience within a major subway or heavy-rail Operations & Maintenance organization.\n, • Development of operational readiness strategies for major rail modernization programs.\n, • Workforce readiness, organizational change, and training associated with technology modernization.\n, • Experience working with Signals & Train Control organizations.\n, • Coordination across Operations, Maintenance, Engineering, Safety, Technology, Training, and Capital Programs.\n, • Experience operating within regulated and safety-critical transportation environments.\n, • Experience presenting transformation strategies, risks, and readiness status to senior leadership.\n\n \n Ideal Candidate Profile \n The ideal candidate brings a combination of: \n\n • Large Urban Rail/Subway Operations + CBTC + Operations & Maintenance + Operational Readiness + Organizational Transformation + Executive Stakeholder Management\n, • We are particularly interested in candidates who have helped a major transit organization determine how its people, organization, processes, governance, training, maintenance practices, and operating model must change to successfully adopt CBTC or another major rail-control modernization.\n\n \n Work Environment \n\n • The position is based in New York City and is expected to operate on a full-time schedule, generally Monday through Friday from 9:00 AM to 5:00 PM. Occasional weekend work may be required based on program needs. This is a long-term engagement with an anticipated duration of up to five years.\n\n \n Application Requirements \n\n • Qualified applicants should submit a current resume that clearly identifies:\n, • Rail/transit agencies and systems supported\n, • Transit operations and maintenance experience\n, • Specific CBTC programs or modernization initiatives\n, • Role and responsibilities during CBTC implementation or transition\n, • Operational readiness and transformation experience\n, • Organizational and change-management leadership\n, • Experience working across Operations, Maintenance, Signals, Safety, Training, and other stakeholder groups\n, • Executive stakeholder engagement experience\n, • Current location and ability to work in New York City\n, • Availability/start date\n, • 3 Managerial References - MUST ( Will not be contacted until position is confirmed)\n\n \n About MGT \n MGT provides technology workforce and professional services solutions to public-sector and education organizations nationwide. We connect experienced professionals with complex, high-impact technology and transformation initiatives. MGT is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without discrimination consistent with applicable federal, state, and local requirements.

Risk Manager – Real Estate & Construction Insurance \n \n EqualAccess (on behalf of a confidential client) \n \n Bronx, NY | On-site \n \n The Role \n This is a specialized risk and insurance role embedded in a mission-driven affordable housing owner, developer, and property manager operating exclusively in the Bronx. The organization manages a substantial portfolio of residential properties while simultaneously running active construction and rehabilitation projects, which means the insurance and risk landscape here is genuinely complex, spanning general liability, builders risk, workers compensation, property coverage, and more. \n \n The person coming into this role will own the insurance function day to day, working closely with leadership, project managers, and external brokers to make sure the right coverage is in place, claims are handled properly, and risk is being managed proactively rather than reactively. \n \n This is not a compliance-checkbox role or a support position. The expectation is that you come in with real fluency in real estate and construction insurance, and that you can operate with significant independence. \n \n What This Role Is, and Is Not \n \n This role is: \n • A hands-on, operational insurance and risk management position \n • The internal subject matter expert across a mixed portfolio of property management and active construction \n • A role that requires both technical insurance knowledge and practical judgment \n • A position with real ownership and visibility inside a mission-aligned organization \n \n This role is NOT: \n • A corporate risk management role inside a large institution with a team beneath you \n • A broker-side or advisory role where you are managing client relationships from the outside \n • An entry-level or generalist HR/compliance hybrid \n • A role where the work is well-defined and handed to you \n \n Required Experience & Traits \n • Meaningful hands-on experience managing insurance programs for real estate portfolios and active construction projects, including builders risk, general liability, property, and workers compensation \n • Comfort working directly with brokers and carriers, reviewing policy language, and identifying gaps or misalignments in coverage \n • Experience managing claims from notice through resolution, without needing to escalate every decision \n • Familiarity with certificate of insurance management, including reviewing and enforcing contractor COIs and endorsements \n • Strong organizational instincts, this portfolio has a lot of moving parts and you will need to track renewals, audits, and project-specific coverage requirements without dropping anything \n • The disposition to ask questions, flag problems early, and recommend solutions rather than wait for direction \n • A degree is not required if your track record speaks for itself \n \n Key Responsibilities \n Insurance Program Management \n • Manage and coordinate all insurance renewals across the property management and construction portfolios, working with the company's broker to ensure coverage is complete and competitively structured \n • Review policy terms, endorsements, and exclusions and flag concerns to leadership in plain language \n • Maintain organized records of all active policies, certificates, and correspondence \n \n Construction & Project Risk \n • Coordinate builders risk and related coverage for new development and rehabilitation projects from inception through close-out \n • Review contractor and subcontractor insurance requirements and certificates before work begins, and monitor compliance throughout the project \n • Work with project managers to identify risk exposures at the project level and ensure appropriate coverage is in place \n \n Claims Management \n • Serve as the internal point of contact for all claims across property and construction, coordinating with carriers, adjusters, and legal counsel as needed \n • Track open claims, monitor progress, and keep leadership informed on exposure and resolution timelines \n • Identify patterns in claims activity and bring recommendations to reduce frequency or severity \n \n Compliance & Vendor Oversight \n • Maintain the organization's certificate of insurance tracking system, ensuring all vendors and contractors meet coverage requirements before and during engagement \n • Support due diligence processes on acquisitions or new projects that involve insurance review \n • Keep current on regulatory and market changes that affect the organization's coverage obligations or risk profile \n \n Reporting & Internal Partnership \n • Report to senior leadership on insurance spend, claims activity, and risk exposures in a format that is useful for decision-making \n • Serve as the go-to internal resource for project managers, property managers, and finance staff who have insurance-related questions \n \n Compensation \n • Base salary: $95,000 to $130,000, depending on experience \n \n Why EqualAccess \n EqualAccess partners with best-in-class organizations and supports candidates beyond placement. Every candidate we place receives 3 months of post-hire coaching and career support, ensuring long-term success and growth.

Strategic Finance Lead | High Growth Fintech | New York \n \n About the Company \n \n We're a high-growth technology business building a global platform that helps organisations manage digital transactions and payments more effectively. \n \n The business is scaling internationally, with a growing customer base and increasingly sophisticated commercial and operational model. Finance has a genuine influence on how the business grows, allocates capital and evaluates new opportunities. \n \n The Role \n \n We're looking for a Senior Strategic Finance professional to become a key Finance partner across the company's highest-priority growth initiatives. \n \n You'll work closely with senior leadership across Revenue, Product, Business Development and Corporate Development, owning analysis that informs commercial decisions, product investment, partnerships, M&A and strategic initiatives. \n \n This is a role for someone who wants to move beyond reporting and become a genuine strategic partner to the business. \n \n What You'll Do \n\n • Partner with senior leaders across Revenue, Product, Business Development and Corporate Development.\n, • Own budgeting, forecasting and long-range financial planning.\n, • Build financial models covering revenue, margins, unit economics, valuation and scenario analysis.\n, • Evaluate strategic partnerships, pricing models, new products and investment opportunities.\n, • Support M&A and build / buy / partner decisions.\n, • Partner with Revenue leadership on sales planning, pipeline, bookings and customer economics.\n, • Build business cases for investments, organisational changes and strategic initiatives.\n, • Prepare executive reporting and strategic planning materials.\n, • Translate complex analysis into clear recommendations for senior leadership.\n, • Work cross-functionally with Finance, Accounting, Legal, Tax, Treasury, Data, Product and GTM.\n, • Improve reporting, modelling and analytical processes through automation and AI.\n\n \n What You'll Bring \n\n • 5+ years of experience across Strategic Finance, FP&A, Corporate Development, Investment Banking and/or Private Equity.\n, • Experience in a fast-paced, high-growth technology, fintech, payments, SaaS or financial services business.\n, • Strong financial modelling and scenario-planning skills.\n, • Experience with revenue modelling, unit economics, valuation, investment cases or M&A.\n, • Strong commercial judgement and the ability to turn analysis into clear recommendations.\n, • Experience partnering with senior leadership and influencing cross-functional stakeholders.\n, • Strong executive communication and presentation skills.\n, • Ability to work independently and take ownership of ambiguous projects.\n, • Advanced Excel / Google Sheets and PowerPoint / Google Slides skills.\n, • Comfortable using AI tools to improve analysis, research and workflows.\n\n \n Backgrounds of Interest \n We're particularly interested in candidates from: \n\n • Fintech and payments\n, • Financial services\n, • B2B SaaS\n, • Financial software\n, • High-growth technology\n, • Investment banking / Private Equity\n, • Big 4 / Transaction Advisory\n\n \n Experience in subscription, payments or transaction-driven businesses is particularly relevant. Familiarity with digital assets, crypto or financial infrastructure is a plus. \n \n You'll Thrive Here If... \n\n • You want to influence decisions rather than simply report on them.\n, • You enjoy solving ambiguous problems and building models from scratch.\n, • You like working across Finance, Product, Revenue and Strategy.\n, • You're comfortable working directly with senior leadership.\n, • You take ownership and operate with limited oversight.\n, • You're interested in using AI as part of your everyday Finance toolkit.\n\n \n Compensation & Benefits \n \n Competitive compensation package including healthcare, 401(k) matching, paid parental leave, generous vacation and professional development support. \n Base salary: $140,000 - $185,000, with total compensation determined by experience, skills and qualifications. \n

Description: \n Titie : Technical Program manager \n Duration 6+ months of contract \n Location: New York, NY \n \n Need locals for this position, H1 can apply for this position and USSC and GC will not accepted on C2C. \n \n Engagement: Consulting Scope: Global | Multi-Million-Dollar Strategic Technology Program Management \n Position Overview \n Enterprise Network Services (ENS) delivers the network, datacenter, and connectivity foundation supporting the firm's business, trading, and cloud platforms. The Technical Program Management team owns intake, chartering, governance, and end-to-end delivery of ENS's most complex strategic programs We are seeking a highly experienced Senior Technical Program Manager (TPM) to lead complex, multi-million-dollar strategic infrastructure programs across a global enterprise technology environment.This is a senior, hands-on program leadership role, not a project coordination position. The successful candidate will have strong technical fluency across enterprise networks, compute, data centers, cloud infrastructure, trading infrastructure, resiliency, and technology risk, combined with exceptional program execution and executive communication skills.The TPM must be able to take an initiative from an ambiguous strategic objective, build the charter and execution model from the ground up, establish governance, create an integrated roadmap, manage financials and dependencies, align global teams, resolve difficult issues, and drive measurable outcomes. \n \n Key Responsibilities \n Technical understanding and working knowledge \n TEAM PLAYER IS A MUST \n Lead large, complex, multi-million-dollar technology infrastructure programs from charter through implementation and closure. \n Develop program charters, scope, objectives, success criteria, roadmaps, milestones, governance, RACI, KPIs/KRIs, and execution plans. \n Manage multiple interconnected workstreams across Network, Compute, Cloud, Data Centers, Trading Infrastructure, Engineering, Architecture, Cybersecurity, Risk, Operations, Finance, Procurement, and vendors. \n Own integrated program plans, critical paths, cross-team dependencies, RAID management, change control, and executive escalations.? Manage program budgets, forecasts, actuals, resource plans, and financial variances. \n Identify technical, operational, financial, and organizational risks early and drive mitigation and resolution.? Lead executive steering committees and provide concise, decision-oriented reporting to senior management. \n Translate complex technical issues into clear business impact, options, recommendations, and decisions.? Influence teams and senior stakeholders without relying on direct authority. \n Navigate difficult conversations, conflicting priorities, and high-pressure situations while maintaining accountability and forward momentum. \n Build strong partnerships across globally distributed teams and create a culture of transparency, ownership, and execution. \n \n Required Experience \n Bachelor's degree in Computer Science, Engineering, Information Technology, or a related field. \n 10+ years in technical program/project management, including 5+ years leading enterprise-scale network or infrastructure programs. \n Proven delivery of multi-million-dollar, multi-workstream strategic programs in complex global organizations. \n Demonstrated ability to create and launch programs from concept/charter, not simply inherit established project plans. \n Proven ability to author program charters and business cases and secure funding approval. \n Deep working knowledge of enterprise network infrastructure, datacenters, enterprise computing, and cloud connectivity. \n Expert-level Jira; strong Power BI (or equivalent) reporting; Confluence for documentation and knowledge management. \n Exceptional written and verbal communication; proven track record presenting to and influencing senior executives. \n Strong command of Agile, Scrum, and waterfall methodologies, with the judgment to know when to apply each. \n Track record of succeeding in contract, consulting, or interim engagements with minimal ramp-up time. \n Comfort with ambiguity; ability to bring unfocused, contested issues to a decision. \n Strong financial management, forecasting, governance, and resource-management experience. \n Strong technical aptitude with the ability to challenge assumptions and communicate credibly with engineers and architects. \n Must be based in or able to commute to New York, NY; on-site presence required per firm hybrid policy. \n Strong experience across several of the following:oEnterprise Network InfrastructureoEnterprise ComputeoData CentersoCloud / Hybrid Cloud InfrastructureoTrading / Low-Latency InfrastructureoInfrastructure ModernizationoTechnology Risk & ControlsoOperational Resilience / Disaster RecoveryoCybersecurity and Infrastructure Lifecycle ManagementPreferred?Financial Services / Capital Markets experience strongly preferred. \n Experience supporting trading, markets, or other mission-critical/high-availability technology environments. \n Experience with global infrastructure transformation, cloud adoption, network modernization, data center migration/consolidation, or technology resiliency programs. \n Experience operating in highly regulated and risk-controlled environments. \n PMP, Agile, ITIL, SAFe, Cisco CCNA/CCNP, CISSP, Cloud (AWS/Azure/GCP) certifications. \n What We Are Looking ForWe need a program leader, not a program administrator.The right candidate can operate comfortably from the executive level down to detailed execution. They know the program's strategic objectives, financial position, critical path, major dependencies, technical risks, unresolved decisions, and stakeholder dynamics.They bring structure to ambiguity, challenge constructively, anticipate problems, hold teams accountable, bring people together, and remain composed when programs become difficult.Success in this role requires the combination of technical credibility + strategic thinking + disciplined execution + financial acumen + executive communication + leadership through influence.

The Cross-Desk Efficiency Associate supports multiple desks by centralizing common desk processes, providing business and execution analytics, strengthening front-office controls, and identifying opportunities for automation and standardization. The role works closely with traders but does not have trading or market-risk-taking responsibilities. Trading desks retain ownership of pricing, hedging and risk decision \n \n Key Responsibilities \n\n • P&L quality control\n, • Reconcile desk’s flash P&L against the official P&L\n, • Run P&L explainers\n, • Sales credit and mark-up reconciliations\n, • Business analytics\n, • Analyze lost RFQs across key parameters (price, latency, skew, size, venue, competitive behavior) and analyze bad fills, flow quality, and adverse selection. Analyze execution performance and identify potential improvements to pricing controls, including spread, skew and size rules, for review and approval by the relevant trading desk.\n, • Produce and maintain business reports covering volumes, P&L, hit/miss ratios, RFQs, client activity, and electronic vs. voice execution.\n, • Market Data & Platform Controls\n, • Upload volatility calibration\n, • Totem submissions (Term SOFR and vol surfaces)\n, • Maintain trader-approved market data, calibration inputs, hedging instruments (UST, futures, options on futures, etc.) and platform configurations across supported desks and systems\n, • CCPs fire drills\n, • Position & Trade Controls\n, • Identify and investigate front-office position and booking discrepancies, coordinating resolution with the relevant Trading, Middle Office and Back Office teams.\n, • Validate front-office positions following portfolio compression and escalate discrepancies\n, • Efficiency, Automation & Desk Tools\n, • Identify and implement opportunities for process automation and AI-enabled workflow improvements across desks\n, • Model trades in pricing tools\n, • Provide cross-desk support for exceptional operational, control, and platform-related situations\n\n \n Requirements \n\n • Experience supporting front-office Markets desks, electronic markets businesses, or related control/analytics functions.\n, • Proficiency in Python for business reporting, quantitative analysis, and process automation.\n, • Solid understanding of financial products including U.S. Treasuries, futures, benchmark hedges, Term SOFR, and volatility surfaces.\n, • Working knowledge of electronic pricing controls and execution analytics in electronic trading platform configuration, pricing parameters (spread, skew, size rules), and market execution analytics.\n, • Strong background in desk P&L reconciliation, position management, P&L explainers, and cross-functional collaboration with Finance, Middle Office, and Back Office.\n, • Familiarity with front-office trading platforms, volatility calibration tools, Totem, and portfolio compression workflows.\n, • Technical background (majors in Math, Engineering, Physics, etc.)\n, • 4 years of experience\n\n \n \n \n All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. \n \n With respect to this position in our New York Office, the expected base salary ranges from $100,000 to $120,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. \n \n *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions \n \n

Job Description We're seeking Sales Consultants to join our commercial finance team, helping small and mid-sized businesses access capital solutions that fuel their growth. In this role, you'll act as a trusted advisor to business owners, conducting needs assessments and matching them with appropriate financing products including working capital loans, equipment financing, and business lines of credit. This is a commission-based consultative sales role with unlimited income potential. Our top-performing consultants earn $400,000-$600,000 annually, with senior advisors leading teams exceeding $1,000,000 per year. Ideal for professionals with consultative sales experience in financial services, insurance, B2B solutions, or relationship-driven sales environments who want greater earning potential and schedule flexibility. WHAT YOU'LL DO Client Consultation & Advisory • Conduct 300-600 outbound call attempts daily to business owners using our power dialer, • Perform discovery consultations to understand business objectives and capital needs, • Assess financial situations and recommend appropriate lending solutions, • Build trust and credibility as a financial resource for growing businesses Sales & Relationship Management • Present tailored financing packages aligned with client business goals, • Guide clients through the application and approval process with support from our processing team, • Collaborate with senior advisors on deal structuring and closing strategies, • Develop long-term client relationships that generate repeat business and referrals Business Development • Build a portfolio of satisfied clients who return for future financing needs, • Establish referral partnerships with accountants, attorneys, and business networks, • Create predictable revenue streams through relationship cultivation, • Leverage your professional network to generate warm opportunities EARNINGS POTENTIAL Commission-Based Compensation (Temporary base salary) • Year 1: $60,000-$150,000 (establishing your client base), • Years 2-3: $150,000-$300,000 (leveraging repeat business and referrals), • Top Performers: $400,000-$600,000+ annually, • Senior Advisors with Teams: $1,000,000+ annually COMPREHENSIVE SUPPORT PROVIDED Training & Mentorship • In-depth training on commercial lending products, credit analysis, and underwriting basics, • Advanced sales training in consultative selling and objection handling, • One-on-one mentorship from veteran advisors earning $500,000+, • Weekly strategy sessions and continuous professional development Technology & Infrastructure • Power dialer system with built-in CRM and lead management, • Business intelligence and contact data tools, • Professional communication platform, • Full training on all systems and technology Operational Support • Complete back-office processing team handles all paperwork and underwriting coordination, • Senior advisors provide deal structuring guidance and closing support during ramp period, • Compliance and documentation assistance for all transactions, • Dedicated team manages lender relationships and funding logistics IDEAL CANDIDATE PROFILE You'll excel in this role if you have: ✓ Consultative sales experience - Background in financial services, insurance, B2B solutions, or relationship-based sales ✓ Business acumen - Understanding of how businesses operate and their capital needs ✓ Relationship focus - You build long-term partnerships, not just transactional sales ✓ High-activity orientation - Comfortable with 300-600 daily call attempts via power dialer ✓ Self-direction - Proven ability to manage your own schedule and stay productive ✓ Professional maturity - You represent yourself and the company with integrity ✓ Results-driven - Track record of meeting or exceeding performance goals Preferred Background: • 2+ years in consultative or relationship-based sales, • Experience in financial services, insurance, lending, or fintech, • Previous work with business owners or B2B decision-makers, • Familiarity with financial concepts and business financing, • History of building and maintaining a book of business WHAT TO EXPECT Work Environment: • Flexible schedule with the autonomy to manage your own time, • High-activity role focused primarily on outbound prospecting and relationship building Realistic Timeline: • Months 1-3: Intensive training and initial prospecting with mentor support, • Months 4-6: Begin closing deals independently while building client relationships, • Months 7-12: Establish consistent production and develop repeat client base, • Year 2+: Leverage established relationships and referrals for compounding income growth Important Considerations: • Commission compensation with variable income based on performance, • Initial ramp period of 3-6 months before reaching consistent income levels, • Success requires self-discipline, time management, and consistent daily activity Requirements For financial services professionals: Leverage your existing knowledge and relationships while earning significantly more than traditional salary-based roles. For insurance agents: Apply your consultative skills to business financing with higher commission potential and faster deal cycles. For B2B sales professionals: Transition into financial services with comprehensive training and support while maintaining the relationship-building approach you excel at. For relationship sellers: Build a sustainable practice with recurring clients and referral income that compounds over time. REQUIREMENTS Essential: • Experience in consultative or relationship-based sales not required, but preferred, • Proven track record of meeting or exceeding sales targets, • Strong communication and relationship-building abilities, • Comfortable with high-volume outbound calling as primary prospecting method, • Self-motivated with excellent time management skills, • Reliable home office setup with high-speed internet, • Legal authorization to work in the United States Benefits You'll need: • Professional phone presence and business communication skills, • Ability to understand and explain financial concepts to business owners, • Resilience and positive attitude when facing rejection, • Commitment to following our proven sales methodology, • Willingness to invest 6-12 months building your client base Must be in the office, no remote available. Looking for an immediate hire. Apply today and take the first step toward a career without limits. High rise Capital is an equal opportunity employer committed to building a diverse team of financial professionals across the United States.

Job DescriptionAbout Waterworks When you see the world’s most inspiring homes and hotels, you invariably find Waterworks in the mix. For over 40 years, our designs have elevated the bath and kitchen experience, with exquisite fittings, fixtures, hardware and more. We strive to be participants in exceptional design moments not just through our products, but through how our company name shows up in the world at large. What We Provide What gives us an edge over our competitors is our people. We work in a highly collaborative, creative environment that values each team member’s contributions to our mission. We empower our associates with extensive training, career growth opportunities, competitive salaries, bonus potential and a comprehensive benefits package including medical/dental/vision, and 401k retirement savings plan. We offer a generous PTO program (vacation, personal and sick time) with additional perks like some summer half days and a volunteer day. The company observes at least 8 federal holidays throughout the calendar year plus a floating holiday that associates can use at their discretion. The Role: The Sales Consultant is responsible for driving sales growth, profitability, and exceptional service within an assigned commercial market territory. Reporting to the Commercial Market Manager (CMM), this role partners closely to develop and expand existing commercial accounts while actively prospecting new business opportunities. The consultant creates and delivers compelling sales presentations, provides pricing, specifications, and samples, and leads commercial projects from initial client engagement through successful completion. This role requires a strong passion for sales, marketing, and relationship-building, along with a commitment to delivering the elevated, luxury client experience synonymous with the Waterworks brand. This position offers a clear growth path to Commercial Market Manager. When not meeting with clients, this role is onsite daily at our 58th Street showroom. Responsibilities • Develops strong selling acumen and a deep understanding of the company’s go-to-market strategy for the Commercial/Hospitality division through mentorship and guidance from the CMM, • Achieves and exceeds sales goals for the assigned market through focused business development and strategic selling activities, • Cultivates and maintains strong relationships within the architect/design, builder, and luxury hospitality communities, • Builds an independent book of business by following up on CMM-generated leads, managing exploratory accounts, and proactively prospecting and researching clients and projects, • Partners closely with the CMM to provide seamless coverage of the territory, including support when the CMM is traveling, • Collaborates with the CMM to develop and execute targeted prospecting strategies to drive market growth, • Accurately tracks leads, opportunities, and marketing activity in the Sales Portal, • Supports the CMM in securing, managing, and maintaining details for large and complex projects, • Represents Waterworks at client meetings, industry, and networking events, • Delivers exemplary service to strengthen long-term client relationships while identifying and securing new business opportunities, • Partners with cross-functional team members to implement innovative approaches to marketing and selling Waterworks products, • Assists with operational processes to ensure brand standards and a premium client experience, • Develops and works toward mastery of foundational plumbing and product knowledge to effectively troubleshoot project needs, • Collaborates with the CMM and Accounting/Finance to ensure project profitability and manage outstanding receivables, • With guidance from the CMM, prepares and delivers professional sales presentations to successfully win projects, • Models Waterworks values internally within the Commercial division and externally with clients, • Performs additional responsibilities as assignedRequirements, • Bachelor’s degree or equivalent experience, • Minimum of 3 years of sales experience, preferably within a high-end or luxury brand environment, • Knowledge of plumbing, construction, or building materials preferred, • Proven ability to prospect, generate leads, and conduct effective cold outreach, • Strong problem-solving and troubleshooting capabilities, • Demonstrated strengths in persuasion, negotiation, and client presentations, • Excellent written, verbal, and active listening communication skills, • Exceptional time management and organizational skills with the ability to manage multiple priorities, • Self-motivated with a strong sense of ownership, initiative, and accountability, • High attention to detail with consistent follow-through on commitments, • Travel required up to 30% as needed to client offices and job sites, • Proficient in Microsoft Office; quick to learn and adapt to new technologies and systems, • Interior design experience or exposure is a plus In addition to the base salary, this role offers a generous commission opportunity. Our Values Be Authentic: Engage in real conversations. Communicate honestly with respect and professionalism. Raise The Bar: Share ideas to uphold our standard of excellence. Never settle for less than the best. Own It: Be responsible for your results. Empower yourself and others to step forward and lead. Partner For Perfection: Collaborate with peers and teammates to deliver superior service to our clients. Love What You Do & Do What You Love: Generate excitement and enthusiasm for our brand and company. Waterworks is committed to promoting pay equity. Rate of pay is determined based on each individual's experience, qualifications, and the geographic location of the role. Final offer amounts are determined by multiple factors including candidate's experience and expertise and may vary from the amounts listed above. Waterworks is an equal opportunity employer and does not discriminate against any applicant on the basis of race, color, religion, national origin, gender, marital status, age, disability, sexual orientation, military/veteran status, or any other status protected by federal or state law or local ordinance. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Job Summary Due Diligence Lead Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Remote | New York, NY, United States Due Diligence Lead – Initio Capital Location: New York, NY Employment Type: Full-Time Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Due Diligence Lead position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with leadership roles in due diligence and strategic investments. Actual openings vary depending on employer needs. For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment Position Overview The Due Diligence Lead at Initio Capital plays a crucial role in driving strategic corporate decisions through the management and execution of the due diligence process across various investments, acquisitions, and partnership opportunities. This role will lead the due diligence efforts for complex transactions, collaborating with cross-functional teams to ensure thorough analysis and risk assessment, ultimately enabling informed decision-making for senior leadership. You will coordinate financial, legal, operational, and market assessments to evaluate the viability of deals and ensure they align with the organization’s strategic objectives. Key Responsibilities Lead and Manage Due Diligence: Oversee the due diligence process from initiation to execution for key transactions, including mergers, acquisitions, investments, and joint ventures. Cross-Functional Leadership: Partner with internal teams (finance, operations, legal, etc.) and external advisors to gather critical information, identify risks, and assess the strategic fit of target companies. Risk and Opportunity Assessment: Identify potential financial, operational, and market risks, and work to mitigate them. Highlight growth opportunities and strategic synergies. Financial and Operational Analysis: Evaluate financial statements, business models, and operational structures to determine the target's financial health and viability. Reporting and Presentation: Prepare and present comprehensive due diligence reports and risk assessments to senior management, offering actionable insights for decision-making. Transaction Structuring: Work with finance and legal teams to help structure transactions that balance risk and value creation. Post-Transaction Integration: Assist in planning and coordinating post-merger integration strategies to ensure smooth transitions. Market Research & Competitive Analysis: Conduct market assessments to understand the competitive landscape and assess the target's positioning in the market. Vendor and External Relationship Management: Manage external consultants, auditors, and advisors, ensuring that deliverables meet the highest standards of quality and timeliness. Continuous Improvement: Promote best practices in due diligence by continuously refining processes, documentation, and tools. Preferred Qualifications Bachelor’s or Master’s degree in Finance, Economics, Business, Accounting, or a related field. 5+ years of experience in due diligence, mergers and acquisitions, corporate development, or related areas. At least 2 years in a leadership capacity managing due diligence processes. Proven track record of managing complex due diligence processes for mergers, acquisitions, or investments. Strong understanding of financial modeling, valuation techniques, and corporate finance principles. Exceptional analytical skills, with the ability to digest complex data and provide clear, concise recommendations. Project management experience, with the ability to prioritize tasks, manage tight deadlines, and collaborate across functions. Excellent written and verbal communication skills for preparing reports, presenting findings, and interacting with senior stakeholders. Strategic mindset with an ability to assess market trends, industry dynamics, and competitive forces. Strong attention to detail and a focus on delivering high-quality work. Experience in post-transaction integration and managing organizational change is a plus. Knowledge of legal and regulatory frameworks involved in mergers and acquisitions is an asset. About the Career Launch AI Talent Network The Career Launch AI Talent Network provides job seekers with tools and resources to pursue Due Diligence Lead opportunities, including: Skills-based role matching Assistance with resume customization General guidance on outreach to hiring teams Interview preparation for strategic and transaction-focused assessments To learn more or express interest in due diligence and corporate development roles, visit: https://initiocapital.com/assessment

The SVP, Business Development is a senior-level commercial leader responsible for driving net-new customer revenue across the Northeast while contributing to broader SOCOTEC US revenue growth. The SVP also leads SOCOTEC USA’s national Proposal organization, providing strategic and operational leadership to ensure the Proposal function has the people, processes, tools, and operating disciplines necessary to support sustainable organic growth. \n \n This role is responsible for improving proposal quality, consistency, turnaround time, and win rates, while also advancing commercial infrastructure, systems, data and analytics, customer experience, and commercial transformation initiatives — including the effective application of AI and automation to improve commercial effectiveness. \n \n The role partners closely with the COO and executive and cross-functional leadership across Operations, Finance, Marketing, HR, IT, and the business units to establish scalable processes, tools, governance, and performance measures that strengthen SOCOTEC’s commercial capabilities. \n This is not a traditional, commission-driven sales role. The position is designed around strategic business development, pursuit leadership, proposal excellence, and broader commercial growth. The SVP serves as a senior bridge between pursuit execution, net-new revenue generation, and organizational growth strategy, helping SOCOTEC build a more consistent, data-driven, customer-centric, and commercially effective organization. \n \n Key Responsibilities \n Business Development & Revenue Generation \n\n • Drive net-new customer revenue generation across the Northeast, with an initial focus on developing new client relationships, expanding market share, and building a strong regional pipeline.\n, • Contribute to broader SOCOTEC US revenue growth through cross-regional collaboration, strategic account development, and identification of cross-selling opportunities.\n, • Build and maintain a strong pipeline of prospective clients, partnering with regional and business-unit leadership to identify, qualify, and pursue high-value opportunities.\n, • Develop and execute business development strategies that align with SOCOTEC’s broader growth objectives and market priorities.\n, • Represent SOCOTEC in the market, building relationships with prospective clients, industry partners, and key stakeholders across the AEC, industrial services, and professional services sectors.\n, • Identify emerging market opportunities, customer needs, and industry trends that can inform growth strategies and new service offerings.\n\n Proposal & Pursuit Leadership \n\n • Provide executive leadership and strategic direction for SOCOTEC USA’s national Proposal organization, establishing priorities, performance expectations, and alignment with broader commercial objectives.\n, • Partner with the Director of Proposals and Proposal leadership to ensure effective day-to-day operation, staffing, prioritization, and execution across the Proposal organization.\n, • Establish national best practices for pursuit and proposal strategy, delivery, quality, continuous improvement, and performance reporting.\n, • Improve proposal quality, consistency, efficiency, turnaround time, and win rates across the organization.\n, • Provide executive oversight of high-priority and strategic pursuits, ensuring proposal strategies align with client needs and SOCOTEC’s commercial objectives.\n, • Support the development of processes and governance for complex proposals, estimates, and level-of-effort/fee calculations.\n, • Collaborate with Marketing, Legal, Finance, Operations, and business-unit leadership to strengthen proposal content, positioning, and overall pursuit effectiveness.\n, • Identify opportunities to leverage AI, automation, and technology to increase Proposal team capacity, effectiveness, and speed.\n\n Commercial Excellence & Transformation \n\n • Drive commercial excellence initiatives that support sustainable organic growth and strengthen SOCOTEC’s overall commercial capabilities.\n, • Lead and support change management initiatives that foster customer-centric, data-driven, and commercially minded behaviors across the organization.\n, • Standardize priority commercial processes and governance to improve consistency, visibility, accountability, and execution across business units.\n, • Promote collaboration and cross-selling across business units through improved processes, visibility, tools, and data.\n, • Identify and advance high-value AI, automation, and process-improvement opportunities within commercial workflows, with an emphasis on measurable improvements in productivity, quality, and decision-making.\n, • Provide commercial performance insights, market intelligence, and recommendations to the COO/CCO and business leadership to inform growth strategy and investment decisions.\n\n Commercial Systems, Data & Analytics \n\n • Serve as a senior business owner and strategic stakeholder for SOCOTEC’s enterprise CRM, partnering with IT and commercial leadership on business requirements, governance, adoption, and continuous improvement.\n, • Establish commercial data standards and governance that improve the quality, consistency, and usability of customer, pipeline, and revenue data.\n, • Develop and leverage executive dashboards and KPIs to support business development and commercial decision-making.\n, • Deliver actionable analytics and insights related to pipeline, proposals, forecasting, client activity, and revenue performance.\n, • Use commercial data and performance trends to identify opportunities, risks, and areas for continuous improvement.\n\n Customer Experience \n\n • Partner with Operations and commercial leadership on SOCOTEC’s Net Promoter Score (NPS) and broader customer experience initiatives.\n, • Use customer feedback and satisfaction data to identify opportunities to strengthen retention, loyalty, repeat business, and overall client relationships.\n, • Partner with business leadership to translate customer insights into measurable improvements in the client experience.\n\n Performance Management \n\n • Establish and monitor commercial, business development, and proposal KPIs across the organization in partnership with the COO/CCO and business leadership.\n, • Provide regular performance reporting, insights, and recommendations to executive leadership.\n, • Monitor pipeline, revenue, proposal, and pursuit performance and identify opportunities to improve commercial effectiveness.\n\n Cross-functional & People Leadership \n\n • Build, mentor, and develop a high-performing Business Development and Proposal organization.\n, • Provide leadership, coaching, and strategic direction to BD and Proposal leaders, fostering accountability, collaboration, and high performance.\n, • Partner closely with Operations, Finance, Marketing, HR, IT, and business-unit leadership to execute commercial initiatives and support organizational growth.\n, • Assess organizational capabilities and recommend staffing, technology, and operating resources required to support the Business Development and Proposal functions.\n, • Lead cross-functional initiatives that improve commercial performance, operational effectiveness, and customer outcomes.\n, • Influence and drive alignment across business units and functions without relying solely on direct authority.\n\n \n Qualifications \n\n • Bachelor’s degree required; advanced degree (MBA or related field) preferred.\n, • 10+ years of progressive business development, commercial, or related leadership experience, ideally within the AEC (Architecture, Engineering, Construction or Testing, Inspection, and Certification) industry. Candidates from industrial services, professional services, or similarly relevant industries will also be considered.\n, • Demonstrated success driving net-new revenue generation, developing client relationships, and building market presence at a regional or company level.\n, • Significant experience leading business development, proposal, pursuit, or commercial teams, with demonstrated people leadership and executive presence.\n, • Strong understanding of complex B2B business development and sales cycles, strategic pursuits, and proposal development.\n, • Exceptional organizational, written, verbal, and presentation skills.\n, • Strong business acumen with the ability to connect commercial strategy, client needs, operational capabilities, and financial performance.\n, • Proficient in Microsoft Office Suite; familiarity with CRM platforms, such as Deltek Vantagepoint, strongly desirable.\n, • Strategic and analytical mindset with the ability to balance hands-on business development and pursuit leadership with broader commercial priorities.\n, • Demonstrated ability to influence and collaborate effectively across business units and functions.\n, • Experience leading change, process improvement, technology adoption, or organizational transformation initiatives is highly desirable.\n\n \n Key Competencies \n\n • Executive presence and ability to influence across business units and functions\n, • Strategic business development and revenue-generation expertise\n, • Strong business acumen within the AEC, industrial services, or professional services sectors\n, • Commercial and proposal leadership\n, • Client relationship development and strategic account management\n, • Data-driven decision-making and comfort with CRM and commercial analytics\n, • Change management and organizational transformation\n, • Cross-functional collaboration and relationship building\n, • Strong communication, negotiation, and presentation skills\n, • Ability to operate effectively in a fast-paced, evolving organization\n\n \n Division: Northeast-focused Business Development / National Proposal Leadership. \n Reports to: CEO \n Location: New York, NY preferred or Boston, MA \n In office: 4 days per week. \n Travel: Approximately 20–30% to client sites, regional offices, and industry events.

Majority Remote - Senior Accountant – NYC! \n \n A growing, private equity-backed company at the intersection of consumer products and design is looking for a Senior Accountant. This is an excellent opportunity for an early-career accounting professional to take on significant responsibility within a growing organization and gain exposure to both core accounting and broader financial analysis, as you’ll work hand in hand with the CFO and VP Finance. \n \n This person will play an important role in strengthening the company's accounting infrastructure as the business continues to grow. The position will be hands-on and involve month-end close, reconciliations, journal entries, and financial reporting, while also providing exposure to process improvement, multi-entity accounting, and other strategic finance initiatives. \n \n The ideal candidate will have strong accounting fundamentals, excellent attention to detail, and the ability to operate independently in a fast-moving environment. This role is particularly well suited for someone coming from a strong public accounting or corporate accounting background who is looking to take on broader ownership within an operating company. \n \n The company is based in Midtown and only requires 1 day in office per week! \n \n Responsibilities: \n\n • Support the monthly close process, including journal entries, account reconciliations, accruals, and preparation of financial schedules\n, • Assist with accounting activities across multiple entities and support the consolidation and reporting process\n, • Maintain accurate general ledger accounts and investigate and resolve discrepancies in a timely manner\n, • Support accounts payable and accounts receivable activities, including invoice review, payment processing, cash application, and account reconciliation\n, • Prepare bank and balance sheet reconciliations and ensure transactions are accurately recorded and supported\n, • Assist with the preparation of internal financial reporting and schedules for management\n, • Support external audit processes by preparing schedules, documentation, and responding to requests from external auditors\n, • Help improve accounting processes, controls, systems, and reporting as the organization continues to scale\n, • Assist with inventory-related accounting and other operational accounting activities as needed\n, • Support broader finance initiatives, including KPI reporting, pricing analysis, variance analysis, and other ad hoc projects\n\n \n Requirements: \n\n • 2–5 years of progressive accounting experience, ideally within a public accounting or corporate accounting environment\n, • Bachelor's degree in Accounting, Finance, or a related field\n, • Strong understanding of GAAP, accrual accounting, journal entries, reconciliations, and month-end close processes\n, • Experience working with multiple entities, consolidations, accounting systems, or process transitions is highly preferred\n, • NetSuite experience is strongly preferred\n, • Strong Excel skills and the ability to work with large amounts of financial data\n, • Experience in inventory, distribution, manufacturing, consumer products, or a similar operating environment is a plus\n, • Highly organized, analytical, and detail-oriented with the ability to manage multiple priorities\n, • Self-starter who is comfortable working in an evolving environment and taking ownership of responsibilities\n, • Interested in developing broader exposure to FP&A, business analysis, and operational finance\n\n \n Salary: $85K – $95K + bonus \n \n The above salary range represents the company's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. \n \n Please send your resume for immediate consideration to: jdamico@adviceny.com \n \n If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! \n \n Advice Personnel \n Celebrating over 40 years as one of the premier search/staffing firms serving the New York metropolitan area

Job Description Accounts Payable Assistant (Mandarin/Chinese Speaking) About Conquest Sports Group Conquest Sports Group is a leading wholesale consumer products company with a diverse portfolio of sporting goods, outdoor products, and consumer brands. We are a fast-paced, growth-oriented organization focused on operational excellence, strong vendor partnerships, and delivering quality products to customers worldwide. Our team values collaboration, accountability, and continuous improvement, creating opportunities for employees to grow and make a meaningful impact. Position Summary Conquest Sports Group is seeking a detail-oriented Accounts Payable Assistant (Mandarin/Chinese Speaking) to support the Accounting and Operations teams. This role is responsible for processing vendor invoices, maintaining accurate financial records, communicating with overseas suppliers and factories, and ensuring timely payments. The ideal candidate will be highly organized, possess strong data entry and Excel skills, and be comfortable working in a fast-paced wholesale consumer goods environment. Fluency in Mandarin Chinese and English is required, as this position will regularly communicate with factories, vendors, and suppliers in China. Key Responsibilities • Accounts Payable, • Process vendor invoices accurately and timely in QuickBooks or other accounting systems., • Match invoices with purchase orders and receiving documentation., • Verify invoice coding and ensure proper approval procedures are followed., • Monitor vendor statements and resolve billing discrepancies., • Prepare and process weekly check runs, ACH payments, wire transfers, and credit card reconciliations., • Maintain accurate vendor records, including W-9s and supporting documentation., • Assist with annual 1099 preparation and filing., • Reconcile accounts payable balances and assist with month-end close activities., • Respond to vendor inquiries regarding payment status and account issues. 1. Vendor & Factory Coordination • Communicate with overseas factories and suppliers regarding invoices, payment schedules, shipping documents, and account reconciliations., • Coordinate with sourcing, imports, and logistics teams to ensure invoices align with purchase orders and shipments., • Follow up on missing documentation, supplier statements, and outstanding balances., • Assist with maintaining supplier information, pricing updates, and payment terms. 1. Purchase Order & Administrative Support • Track purchase orders and assist in maintaining accurate records., • Update internal reports and spreadsheets related to vendor payments and purchasing activities., • Enter and maintain data in company databases and accounting systems., • Assist with filing, document management, and day-to-day accounting administrative functions., • Support the Accounting Manager and Controller on special projects and audits., • Provide general office support as needed. 1. Reporting & Controls • Assist with account reconciliations and financial reporting., • Maintain organized accounting records and supporting documentation., • Follow company internal controls and accounting procedures., • Identify process improvement opportunities to increase efficiency and accuracy. Qualifications Required • Bachelor's degree in Accounting, Finance, Business Administration, or a related field., • Fluency in Mandarin Chinese and English (written and verbal)., • 1+ years of Accounts Payable, Accounting, Bookkeeping, or related experience., • Proficiency in QuickBooks., • Strong Microsoft Excel skills, including formulas, sorting, filtering, and data analysis., • Excellent data entry accuracy and attention to detail., • Strong organizational and time-management skills., • Ability to prioritize multiple tasks in a fast-paced environment., • Strong communication and problem-solving skills. Preferred • Experience in wholesale, consumer goods, import/export, or inventory-based businesses., • Experience working with overseas factories and suppliers., • Knowledge of purchase orders, shipping documentation, and inventory processes., • Familiarity with month-end closing procedures and account reconciliations., • Experience with NetSuite or other ERP systems.

\n About the Company \n \n \n A leading global investment management firm is seeking a Vice President, Alternatives Fund Controller to join its expanding alternatives finance organization. \n \n \n About the Role \n \n \n The position will have primary responsibility for the accounting, financial reporting, and control environment supporting a portfolio of sophisticated private credit and alternative investment vehicles. The role will focus heavily on evergreen and open-ended fund structures, including strategies spanning private credit, real estate, specialty finance, structured investments, and other less-liquid assets. This is a highly visible opportunity for an experienced fund accounting professional to work across Finance, Investments, Operations, Tax, Legal, and Compliance while helping build infrastructure for a growing alternatives platform. \n \n \n Responsibilities \n \n \n\n • Take ownership of the financial oversight and accounting activities for a portfolio of complex alternative investment vehicles.\n, • Review and approve NAVs, investor allocations, fee calculations, capital activity, and other key fund accounting deliverables.\n, • Provide oversight of external fund administrators and ensure deliverables meet established accuracy, timeliness, and control standards.\n, • Review quarterly and annual financial statements, investor reporting packages, and supporting schedules.\n, • Direct the monthly and quarterly close processes and ensure reporting deadlines are consistently achieved.\n, • Assess the accounting and financial reporting implications of complex investments, including private credit, real estate, structured products, and other illiquid assets.\n, • Analyze customized fee arrangements and develop appropriate processes and controls to ensure accurate calculations across investors and distribution channels.\n, • Monitor fund liquidity and cash activity, including subscriptions, redemptions, capital calls, distributions, and other significant cash movements.\n, • Collaborate with investment professionals on transactions and new investments to determine appropriate accounting and reporting treatment.\n, • Coordinate external audits, regulatory reporting, and other financial compliance activities.\n, • Act as a senior finance partner to internal teams including Corporate Accounting, Treasury, Tax, Legal, Compliance, Operations, and Product teams.\n, • Establish strong governance around third-party providers, including performance monitoring, issue resolution, and service-level management.\n, • Identify opportunities to streamline fund finance processes, strengthen controls, mitigate operational risk, and improve scalability through technology and automation.\n, • Participate in the implementation of new investment products, fund launches, structural changes, and other strategic initiatives.\n, • Serve as a senior subject matter expert on fund accounting matters and provide guidance to internal stakeholders on complex issues.\n\n \n \n Qualifications \n \n \n\n • 8–15 years of relevant experience in fund accounting, audit, financial reporting, or investment management finance.\n, • Strong background working with alternative investment vehicles, preferably within private credit, private markets, or other complex investment strategies.\n, • Experience with evergreen, open-ended, or hybrid fund structures highly desirable.\n, • Demonstrated ability to manage relationships with fund administrators and other external service providers.\n, • Strong knowledge of US GAAP and investment company accounting.\n, • Experience with complex investment accounting, including private credit, structured investments, real estate, or other alternative assets.\n, • Experience managing audits, financial reporting cycles, and regulatory requirements.\n, • Excellent analytical and organizational skills with the ability to manage multiple priorities in a fast-paced environment.\n, • Strong communication skills and the ability to work effectively with senior investment, finance, and operational stakeholders.\n, • Demonstrated ownership mentality and ability to independently resolve complex accounting and operational issues.\n, • Interest in leveraging automation, data, and emerging technologies to improve finance processes.\n, • Bachelor’s degree in Accounting, Finance, or a related discipline required.\n\n \n \n Required Skills \n \n \n\n • Relevant experience in fund accounting, audit, financial reporting, or investment management finance.\n, • Background working with alternative investment vehicles.\n, • Knowledge of US GAAP and investment company accounting.\n, • Experience with complex investment accounting, including private credit, structured investments, real estate, or other alternative assets.\n, • Analytical and organizational skills with the ability to manage multiple priorities in a fast-paced environment.\n, • Strong communication skills and ability to work effectively with senior stakeholders.\n, • Ownership mentality and ability to independently resolve complex accounting and operational issues.\n, • Interest in leveraging automation, data, and emerging technologies to improve finance processes.\n\n \n \n Preferred Skills \n \n \n\n • CPA strongly preferred.\n, • Big Four or other leading public accounting experience preferred.\n, • Prior experience supporting investment funds.\n, • Exposure to private credit, real estate finance, specialty finance, or other complex alternative investment strategies.\n\n \n

We're seeking a highly skilled and experienced Senior Accountant to support our Management Company team. Reporting to the Accounting Manager, you'll help drive financial reporting, operational control, and our ongoing work to build and enhance processes — ensuring accuracy, efficiency, and compliance across multiple entities and jurisdictions. \n \n We're looking for someone with a strong accounting background and 6-8 years of experience in a similar role. Attention to detail and a proactive, motivated attitude are essential — you'll be joining a small, lean team where each member carries significant responsibility. Timeliness and precision are critical to accurate financial reporting and compliance in a fast-growing environment. \n \n Key Responsibilities \n\n • Support the monthly close process, including account reconciliations, management reporting, quarterly reporting, and US GAAP financial reporting for the Management Company and its wholly owned subsidiaries\n, • Ensure accuracy and completeness of financial data, including journal entries, cash booking, and general ledger maintenance\n, • Streamline finance operations/accounts payable workflows, including invoice processing, expense reimbursements, vendor payments, and payables reconciliation\n, • Oversee treasury management activities, including cash reconciliations and daily cash reporting\n, • Prepare standard and non-standard recurring month-end journal entries, including fixed assets, depreciation, amortization, prepaid expensing, deferred revenue recognition, and payroll/operating accruals\n, • Review and monitor internal controls\n, • Help implement new technology to make the monthly close process more efficient\n\n \n Requirements \n\n • Bachelor's degree in Accounting, Finance, or a related field\n, • CPA certification preferred\n, • 6-8+ years of progressive accounting experience\n, • Strong technical accounting skills and solid understanding of US GAAP\n, • NetSuite experience required\n, • Experience with finance operations/accounts payable is a plus\n, • Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments, remotely\n, • Proven track record of meeting deadlines and delivering accurate financial information\n, • Experience leveraging AI and technology to automate workflows and processes\n\n

Cost Accountant \n Sun Noodle Company \n Carlstadt, New Jersey | Full-Time | 100% Onsite \n Help Sun Noodle Understand What It Truly Costs to Make a Great Product \n You may already know Sun Noodle without realizing it. \n For more than 40 years, our noodles have been served by ramen shops, restaurants, chefs, and retailers across the country. With approximately 90 varieties of noodles and manufacturing operations supporting a growing customer base, understanding the true cost of every product is critical to how we make decisions and continue building the business. \n That is where you come in. \n Sun Noodle is creating a new Cost Accountant position at our Carlstadt, New Jersey facility. This is an opportunity for a hands-on accounting professional to take meaningful ownership of manufacturing costs, inventory valuation, and operational analysis within a growing food-manufacturing environment. \n You will work closely with Finance, Operations, Sales, and Procurement to understand what is happening on the production floor, identify what is driving cost changes, and turn that information into practical insights the business can use. \n This is not a position where you will simply review reports from behind a desk. We are looking for someone who is curious about how products are made, comfortable working directly with plant partners, and excited to strengthen the costing processes that support the business. \n And yes, a love of noodles certainly helps. \n What You’ll Own \n Manufacturing Costing and Variance Analysis \n • Own and maintain the standard cost system, ensuring product costs accurately reflect current material, labor, and manufacturing overhead. \n • Analyze manufacturing variances involving material usage, labor efficiency, overhead absorption, production yields, waste trends, and cost changes. \n • Investigate the operational drivers behind cost variances and communicate the findings clearly to Finance and plant leadership. \n • Review bills of material, routings, and manufacturing orders to improve costing accuracy. \n • Help strengthen the processes Sun Noodle uses to understand the true cost and profitability of its products. \n Inventory and Financial Reporting \n • Support inventory accounting, reconciliation, and valuation. \n • Assist with physical inventory counts, cycle-count analysis, and inventory-related audit requests. \n • Support month-end, quarter-end, and year-end close activities involving inventory and production costs. \n • Help maintain accurate manufacturing and inventory data within the ERP system. \n Business and Operational Partnership \n • Prepare manufacturing cost reporting that identifies key trends, variances, and operational cost drivers. \n • Partner with Operations to understand what is happening on the production floor and how it affects financial performance. \n • Provide financial analysis supporting pricing decisions and new-product development. \n • Analyze profitability by SKU, customer, product line, and facility. \n • Collaborate across Finance, Operations, Sales, and Procurement to improve reporting and decision-making. \n • Participate in ERP enhancements, data-accuracy projects, and continuous-improvement initiatives. \n What Will Help You Succeed \n We care more about the work you have performed than the title printed on your business card. \n You may currently be a Cost Accountant, Plant Accountant, Standard Cost Analyst, Inventory Accountant, Production Accountant, Operations Finance Analyst, or a hands-on accounting professional performing similar work in a manufacturing environment. \n The strongest candidates will bring: \n • Approximately 3–5 years of cost accounting, plant accounting, or closely related manufacturing-finance experience. \n • Experience working within food, beverage, consumer packaged goods, or another manufacturing environment. \n • A strong understanding of standard costing, inventory accounting, manufacturing variance analysis, and GAAP. \n • The ability to analyze material, labor, overhead, yield, waste, and production-related cost variances. \n • Experience working with ERP systems and complex manufacturing data. \n • Advanced Microsoft Excel skills. \n • The confidence to work with both financial information and the people responsible for plant operations. \n • Strong analytical, organizational, and problem-solving abilities. \n • Clear communication skills and a collaborative, team-oriented approach. \n • A self-motivated and curious mindset, with the willingness to wear multiple hats as the business continues to grow. \n A bachelor’s degree in Accounting, Finance, or a related discipline is preferred. Relevant manufacturing and cost-accounting experience will receive strong consideration. \n Experience with Microsoft Dynamics 365 Business Central is preferred, but it is not required. Experience with a comparable manufacturing ERP system is welcome. \n The Kind of Person Who Will Thrive Here \n You will likely enjoy this opportunity if you: \n • Want to understand how the operation works, not just what appears in the accounting system. \n • Are comfortable spending time with Operations and learning what happens on the production floor. \n • Ask thoughtful questions when costs, yields, or inventory numbers do not make sense. \n • Can translate detailed accounting information into a practical explanation. \n • Enjoy building relationships across departments. \n • Want the opportunity to help shape a newly created position. \n • Are motivated by improving a process rather than simply maintaining one. \n • Appreciate great food and are willing to develop some strong opinions about noodles. \n Why Sun Noodle? \n This is a chance to join a respected, family-owned food manufacturer whose products are enjoyed through ramen shops, restaurants, chefs, and retailers. \n You will step into a newly created position with the ability to bring greater visibility to product costs and profitability. Your work will influence how Sun Noodle evaluates production, pricing, inventory, new products, and operational performance. \n You will also have the opportunity to work closely with colleagues across Finance, Operations, Sales, Procurement, and company leadership. \n If you are a hands-on manufacturing accountant who wants to understand the full story behind the numbers, we would like to meet you. \n Come help us understand what it truly costs to make a great noodle. \n \n Additional Job Application Terms \n This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia. \n \n We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

Job DescriptionJob Overview We are looking for a detail-oriented and highly responsible Administrative & Payroll Coordinator to support payroll, store administration, and internal operational coordination for a growing restaurant group. This position is suitable for someone who is organized, mature, proactive, and comfortable handling multi-store administrative operations in a fast-paced environment. The ideal candidate is not simply looking for an “office job,” but is interested in long-term operational and administrative development within a growing company. ResponsibilitiesPayroll & Employee Administration • Process employee payroll and attendance records, • Review timesheets, overtime, PTO, and scheduling data, • Coordinate payroll submission with ADP, • Follow up on payroll discrepancies and employee recordsStore Administrative Operations, • Support daily administrative operations for multiple restaurant locations, • Coordinate licenses, insurance, utilities, and vendor-related matters, • Handle administrative follow-up with landlords and external parties, • Maintain organized operational and compliance recordsOffice & Internal Coordination, • Support internal approval and administrative processes, • Coordinate with HR, Finance, and Operations departments, • Track tasks, deadlines, and operational documents, • Support new store opening administrative setup when neededRequirements, • Fluent in English and Chinese, • Strong attention to detail and follow-through, • Highly responsible and organized, • Comfortable handling multiple tasks and deadlines, • Basic Excel and computer skills, • Administrative, payroll, HR, or accounting experience preferred, • Experience in restaurant or multi-location operations is a plusPreferred Personality We are looking for someone who: • Is stable and dependable, • Communicates clearly and professionally, • Enjoys organizing and coordinating work, • Takes ownership of responsibilities, • Can work carefully under pressure, • Wants long-term career growth instead of short-term experienceBenefits, • Paid time off, • Employee discount, • Growth opportunity within a rapidly expanding restaurant group, • Hands-on operational and administrative experience

Job DescriptionJob Overview We are looking for a detail-oriented and highly responsible Administrative & Payroll Coordinator to support payroll, store administration, and internal operational coordination for a growing restaurant group. This position is suitable for someone who is organized, mature, proactive, and comfortable handling multi-store administrative operations in a fast-paced environment. The ideal candidate is not simply looking for an “office job,” but is interested in long-term operational and administrative development within a growing company. ResponsibilitiesPayroll & Employee Administration • Process employee payroll and attendance records, • Review timesheets, overtime, PTO, and scheduling data, • Coordinate payroll submission with ADP, • Follow up on payroll discrepancies and employee recordsStore Administrative Operations, • Support daily administrative operations for multiple restaurant locations, • Coordinate licenses, insurance, utilities, and vendor-related matters, • Handle administrative follow-up with landlords and external parties, • Maintain organized operational and compliance recordsOffice & Internal Coordination, • Support internal approval and administrative processes, • Coordinate with HR, Finance, and Operations departments, • Track tasks, deadlines, and operational documents, • Support new store opening administrative setup when neededRequirements, • Fluent in English and Chinese, • Strong attention to detail and follow-through, • Highly responsible and organized, • Comfortable handling multiple tasks and deadlines, • Basic Excel and computer skills, • Administrative, payroll, HR, or accounting experience preferred, • Experience in restaurant or multi-location operations is a plusPreferred Personality We are looking for someone who: • Is stable and dependable, • Communicates clearly and professionally, • Enjoys organizing and coordinating work, • Takes ownership of responsibilities, • Can work carefully under pressure, • Wants long-term career growth instead of short-term experienceBenefits, • Paid time off, • Employee discount, • Growth opportunity within a rapidly expanding restaurant group, • Hands-on operational and administrative experienceBenefits:, • Employee discount, • Paid time off

Job Description Salary Range:$37,971.49 To $51,261.54 Annually The salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills, and expertise. Hybrid: 4 days in office/1 day remote Join UP! We are lighting the path home, one person at a time. About Urban Pathways Since 1975, Urban Pathways has engaged New York City’s most vulnerable residents, people on the streets or in areas unfit for human habitation, “lighting the path home, one person at a time.” Urban Pathways is a catalyst for transformative change in the lives of unhoused adults, empowering them to discover their inherent strengths and abilities. We provide essential support and foster an environment where individuals can redefine their narratives and become their best selves. Job Summary Reporting to the Deputy Executive Directors (DED), the Administrative Assistant (AA) to the Deputy Executive Directors will provide administrative and clerical support including, Outreach program reporting, scheduling, and organizing program leadership and other meetings, and managing special projects as assigned. The AA supports the program Administrative Assistants and facilitates communication between program and the Administration office; and provides general administrative support including front desk coverage at the Organization’s administration office as assigned. Key Responsibilities & Essential Functions Program/Facilities • Provides administrative support to the Deputy Executive Directors and acts as a liaison to all programs under the DED’s supervision., • Prepares, maintains, and submits all purchase orders, check requests, and expense reports to the DED’s for their review and approval prior to submitting to the Finance Department in accordance with Urban Pathways, funding and regulatory agency requirements and guidelines., • Works closely with the Deputy Executive Directors in the areas of vehicle billing, insurance, registration, inspection, EZ Pass, E permits, and repairs for all Organization vehicles. Receives and distributes tickets/violations to appropriate DED and Program Director and Director of Operations, and monitors payment of the tickets/violations., • Trains and supports new program Administrative Assistants in the Finance portal, purchasing, payment of expenses, petty cash, and ensures that Administrative Assistants are aware of and trained in operational changes. Assists program Administrative Assistants in problem solving and special projects., • Coordinates Program Leadership Meetings including preparation and dissemination of agendas, meeting attendance and meeting minutes., • Provides coverage of the Administration office reception desk as needed. Administrative • Prepares reports, correspondence, memos, etc., for the Deputy Executive Directors and programs as assigned., • Prepares and maintains minutes of Leadership and other meetings as assigned. Communication • Communicates verbally and in writing in a professional manner at all times., • Attends staff meetings, training, and supervisory sessions as required., • Performs all other duties as assigned and as required. Qualifications, Education and Experience • High School Diploma, GED/TASC or equivalent required. Bachelor’s degree preferred., • Administrative and clerical experience required., • Experience with homeless program sector, persons experiencing mental illness, and the substance use population preferred. Skills & Competencies • Proficiency in Google Suite & Microsoft 365, Videoconference, & technical online skills., • Excellent interpersonal skills and ability to work as both part of a team and independently., • Strong written and verbal communication skills., • A proactive person-centered approach., • Experience in working with diverse communities., • Foreign language is a plus. Capabilities • Desire to perform the essential functions of this job., • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions., • Comfortable with using public transportation to travel to and from various programs sites. Urban Pathways offers a comprehensive benefits package designed to support the well-being and professional growth of our employees. These benefits include: • Healthcare Coverage: Medical, dental, and vision insurance plans to keep you and your family in good health., • Retirement Savings: A 403(b) plan and a 401(a) with employer annual contribution to help you plan for a secure financial future., • Paid Time Off: Generous paid time off, including vacation, holidays, and personal days., • Professional Development: Opportunities for continuous learning and professional development to enhance your skills and advance your career., • Flexible Work Arrangements: Work-life balance is important to us, and we offer flexible work arrangements to accommodate your needs., • Wellness Programs: Employee wellness programs, including fitness initiatives and mental health support., • Employee Assistance Program (EAP): Confidential counseling and support services for personal or work-related issues., • Employee Recognition: Recognition programs to celebrate and reward outstanding contributions. \nCompany Description Urban Pathways serves as the first point of contact for New York City's most vulnerable residents - people living on the streets, in subways, or in public areas. An innovative and data-driven leader, Urban Pathways is known for the effectiveness of our "housing first" approach. We engage individuals where they are in the cycle of homelessness. Through outreach and drop-in center services, transitional, long-term and permanent housing, and comprehensive support services, Urban Pathways helps more than 2,000 homeless men and women take control of their lives and find their way home. Urban Pathways is a 501(C)3 non-profit organization. We seek to hire talented and highly motivated individuals who will partner with us to provide excellent service to our clients. Urban Pathways serves as the first point of contact for New York City's most vulnerable residents - people living on the streets, in subways, or in public areas. An innovative and data-driven leader, Urban Pathways is known for the effectiveness of our "housing first" approach. We engage individuals where they are in the cycle of homelessness. Through outreach and drop-in center services, transitional, long-term and permanent housing, and comprehensive support services, Urban Pathways helps more than 2,000 homeless men and women take control of their lives and find their way home. Urban Pathways is a 501(C)3 non-profit organization. We seek to hire talented and highly motivated individuals who will partner with us to provide excellent service to our clients.

Join a great, collaborative team! Reporting into the Director of Benefits & Compensation, the Benefits Manager will oversee the administration and delivery of the Firm’s health, retirement, leave, and well-being programs. \n \n This is a hybrid role and leads benefits operations, compliance, vendor performance, financial administration, employee support and program communications. Works closely with the Director of Benefits & Compensation on strategy, benefits innovation and program enhancements. \n \n Scope: \n This role serves as a benefits subject matter expert and supports employees globally across a broad portfolio of benefit and leave programs. Oversees benefits administration, open enrollment, audits, reporting, vendor relationships, benefits finances, employee communications, benefits content and systems, and manages the benefits team. \n \n Responsibilities: \n\n • Manage health, retirement, leave, disability, workers’ compensation, and wellbeing programs.\n, • Ensure compliance with applicable benefits laws and regulations, including ERISA, HIPAA, FMLA, ADA, ACA, COBRA and related regulations.\n, • Lead open enrollment; support the implementation of new or enhanced programs in Workday.\n, • Manage employee benefit inquiries and deliver a high level of support.\n, • Support benefits strategy through plan design, renewals, benchmarking, and market analysis.\n, • Oversee benefits vendors, brokers, audits, plan documentation, tax filings, and operational requirements.\n, • Manage benefits budgeting, invoice payments, financial reporting and reconciliation activities.\n, • Develop communications, training, and intranet content to promote employee engagement.\n, • Support international offices with their benefits programs.\n, • Supervises the benefits team and supports career development.\n\n \n Knowledge, Skills, and Abilities: \n\n • Bachelor’s degree in Human Resources, Finance, Business, or a related field preferred.\n, • Strong knowledge of health, retirement, leave, disability, and wellbeing programs.\n, • Ability to analyze benefits data and develop actionable recommendations.\n, • Interpret benefits regulations and maintain appropriate safeguards for confidential and protected health information.\n, • Proficiency with Workday and other HRIS platforms, analytics tools to support data-driven decision making, and program delivery.\n, • Communicate effectively with employees, Firm leadership, and other key stakeholders.\n, • Manage multiple priorities with strong project management, and follow-through skills.\n, • Sound judgment, discretion, attention to detail, and a commitment to employee service.\n\n \n Candidate must have at least 5-8 years of progressive benefits experience, including hands-on experience administering health and welfare, retirement, and leave programs. \n \n Experience managing self-funded health plans, benefits operations, vendors, compliance activities, open enrollment, and team members is required. Experience in a professional services environment and with Workday is preferred. \n \n Compensation: $160K - $180K

Job Description Primary - Assist in measuring and evaluating the company’s progress toward achieving its monthly, quarterly, and annual financial and operational goals as well as map out future financial and operational goals and plans. Secondary - Collect, report and analyze data on sales, costs, marketing, margin, operating efficiency, and financials. Summary: Responsible for financial modeling, analysis, and decision support for operational activities. The position will work with business unit leaders to develop and analyze potential growth opportunities and drive efficiencies in the current business. • Assist the finance and accounting team in the preparation of daily, weekly, monthly financial reporting packages: Includes extracting and aggregating data, and evaluating performance metrics relating to various business units and channels of distribution • Assist the finance team by updating multiple already existing financial models used for data aggregation and in depth analysis reporting. • Extracting, aggregating, and evaluating data to measure key performance metrics relating to various business units and channels of distribution, • Review daily data inputs by the billing teams for both delivered and wholesale related transactions to result in a “daily” P&L dashboard, • Analyze sales data and identify and communicate trends to Sales and Finance management, • Track Daily hedge book to physical inventory and update the ‘Basis Report’ on a daily basis, • Assist the finance team in account analysis and help prepare financial statement footnotes and supporting schedules 1. Perform special ad hoc projects and analysis relating to customer profit reporting BA in Accounting, Finance, Economics, or Business recommended Experience: 0-2 years Prior experience in Variance analysis, Unit Costing, Futures trading, recommended Prior experience with Excel, Google Sheets, Slides, Pivot tables, Reporting, needed \nCompany Description Leading energy infrastructure company providing fuels that keeps the the "city that never sleeps" running. Leading energy infrastructure company providing fuels that keeps the the "city that never sleeps" running.

Job Description:\n\n Position: Associate Vice President, Organizational Operations\n Reports to: Vice President, Organizational Operations\n Department: Operations\n \n Organization Summary:\n \n United Way of New York City (UWNYC) works with a coalition of trusted partners to unite community power with citywide possibility. Together, we meet today’s most urgent needs while building transformative solutions for tomorrow — striving for health, opportunity, and prosperity for every New Yorker in every neighborhood. Part of the United Way Worldwide system, one of the world’s most recognized charitable brands, we believe that New Yorkers deserve to thrive where they live and envision a future where all New Yorkers have the resources they need to live long, healthy lives in flourishing and resilient neighborhoods. We strive to model our values in all our relationships, both internal and external: Collaboration, Compassion, Integrity, Accountability, and Superior Performance.\n \n Position Overview:\n \n Reporting to the Vice President, Organizational Operations, the Associate Vice President, Organizational Operations (AVP) supports and advances operational excellence across United Way of New York City by leading organizational projects, systems, procurement, compliance, process improvement, and other operational initiatives.\n \n The AVP works cross-functionally to translate organizational priorities into clear project plans, effective workflows, and sustainable operational practices. The position is responsible for strengthening the systems, processes, and tools that support UWNYC’s work while identifying opportunities to improve efficiency, accountability, compliance, and the employee and user experience.\n \n The AVP also serves as a key organizational resource for Operations-owned systems, including FLUXX, CONCUR, and Monday.com, and partners with staff across UWNYC to ensure appropriate system governance, access, training, utilization, and continuous improvement.\n The position works closely with Finance, Legal, Human Capital, and other departments to support compliance with organizational policies and applicable private, federal, state, local, funder, and contractual requirements and to help minimize organizational and operational risk.\n \n Primary Responsibilities:\n \n Project Management and Organizational Operations \n \n Lead and coordinate cross-functional operational projects from planning through implementation and evaluation.\n Develop project plans that clearly establish objectives, scope, timelines, milestones, deliverables, responsibilities, dependencies, and measures of success.\n Establish and promote consistent project-management practices and tools across organizational initiatives.\n Monitor project progress and proactively identify risks, competing priorities, resource constraints, delays, and dependencies.\n Escalate material project risks, delays, resource constraints, and decision points to the Vice President, Organizational Operations in a timely manner.\n Facilitate cross-functional project meetings, document decisions and next steps, and ensure appropriate follow-through and accountability.\n Lead project management and cross-functional teamwork associated with Requests for Proposals (RFPs), Requests for Applications (RFAs), and Requests for Quotes (RFQs).\n Partner with departments to identify opportunities to strengthen operational practices, streamline processes, and improve organizational effectiveness.\n Support the development, implementation, documentation, and ongoing evaluation of Organizational Operations policies and procedures.\n \n \n Systems Management and Governance \n \n Serve as administrator and operational lead for key Operations-owned systems, including FLUXX, CONCUR, and Monday.com.\n \n Manage appropriate system access, permissions, workflows, configurations, and documentation.\n Establish and maintain system-governance standards that promote consistency, accountability, data integrity, and effective system utilization.\n Partner with departments to design and improve workflows that align system functionality with organizational and business needs.\n Monitor system utilization and user experience and recommend upgrades, improvements, and process changes.\n Coordinate system changes, testing, implementation, communications, and user training.\n Maintain appropriate system documentation, procedures, training materials, and user resources.\n Provide or coordinate ongoing user support and troubleshooting.\n \n \n FLUXX – Grants Management System\n \n Ensure appropriate access for UWNYC staff and community partners.\n Provide technical expertise and project management for the development of procurements within FLUXX, including workflows, role assignments, communications, and related processes.\n Develop and maintain role-based training for staff and external partners, including applicants and evaluators.\n Provide ongoing user support and identify opportunities to improve workflows and the user experience.\n \n \n CONCUR – Travel and Expense System\n \n Ensure appropriate system access for UWNYC staff.\n Maintain appropriate processes, documentation, and training.\n Provide ongoing user support and identify opportunities to improve system utilization and the employee experience.\n \n \n \n \n Page Break\n \n \n \n Monday.com – Project Management System\n \n Lead the continued development and organizational use of Monday.com.\n Build, monitor, revise, and maintain workflows, processes, boards, and automations.\n Establish governance and project-management standards for organizational use of the platform.\n Partner with departments on the development of team boards and workflows.\n Develop dashboards and reporting that provide visibility into project progress, milestones, risks, and deliverables.\n Monitor adoption and utilization and recommend improvements that increase consistency and effectiveness.\n \n \n Procurement and Vendor Management\n \n Maintain and enforce UWNYC procurement policies and procedures, including competitive selection requirements for vendors, consultants, and subcontractors.\n Oversee organizational and programmatic purchasing processes, including RFQs, and ensure compliance with UWNYC and applicable funder procurement requirements.\n Coordinate procurement timelines, documentation, evaluation processes, and related tracking.\n Support vendor selection, contracting, onboarding, ongoing management, and performance.\n Maintain appropriate procurement documentation and records.\n Oversee organizational purchasing-card administration and compliance with applicable procedures.\n Oversee the review and tracking of organizational memberships and subscriptions.\n Identify opportunities to strengthen vendor management, purchasing practices, operational efficiency, and cost effectiveness.\n \n \n Compliance and Risk Management \n \n Oversee and enforce applicable operational and procurement policies and procedures.\n Monitor procurement processes and systems to support compliance with competitive bidding, contractual, funder, federal, state, and local requirements.\n Oversee cross-functional project plans related to third-party filings, governmental requirements, and annual United Way Worldwide reporting.\n Maintain compliance calendars, supporting documentation, and related reporting.\n Identify operational compliance concerns and partner with appropriate stakeholders to develop and monitor corrective actions.\n Support efforts to strengthen internal controls and reduce organizational and operational risk.\n Provide ongoing staff training and guidance on applicable Operational policies, processes, systems, and compliance requirements.\n \n \n Process Improvement and Change Management \n \n Evaluate existing operational processes and identify opportunities to improve efficiency, consistency, internal controls, and the employee and user experience.\n Map current and future-state processes and develop practical recommendations for improvement.\n Lead implementation of approved process improvements in partnership with appropriate departments and stakeholders.\n Develop change-management approaches that support effective communication, training, adoption, and sustained use of new systems and processes.\n Monitor implementation and gather feedback to identify opportunities for continued improvement.\n Promote continuous improvement and shared accountability for effective organizational operations.\n \n \n Reporting, Analytics, and Dashboards\n \n Develop and maintain operational dashboards, reports, trackers, and other tools that provide visibility into projects, procurement, compliance, and systems utilization.\n Establish meaningful operational metrics and monitor progress against established goals, milestones, and timelines.\n Use data and operational insights to identify trends, risks, bottlenecks, and opportunities for improvement.\n Lead cross-functional development and review of reports tracking submissions, compliance, budgets, and cash flow within applicable systems.\n Prepare regular project and operational updates for the Vice President, Organizational Operations and other stakeholders.\n Support budget development, monitoring, and reporting for assigned areas of responsibility.\n \n \n Records Management \n \n Oversee UWNYC’s off-site records storage and related vendor relationship.\n Coordinate bi-annual document review, cleanup, storage, and authorized destruction.\n Maintain appropriate records-management practices consistent with organizational retention requirements.\n Support departments in identifying records for retention, archival, storage, or authorized destruction.\n Maintain appropriate documentation related to records storage and destruction.\n Identify opportunities to strengthen electronic and physical records-management practices.\n \n \n Training, User Support, and Adoption \n \n Lead ongoing staff training on Organizational Operations policies, processes, and systems.\n Develop and deliver role-based training for Operations-owned systems.\n Create user guides, procedures, FAQs, training materials, and other resources that promote consistent practices.\n Provide ongoing user support and troubleshooting.\n Identify recurring user challenges and recommend appropriate system, process, or training solutions.\n Monitor adoption of new systems and processes and provide additional support as needed.\n Incorporate applicable Operational policies, procedures, and systems into new-employee onboarding.\n \n \n Team and Budget management \n \n Provide leadership, supervision, coaching, and development to assigned staff.\n Establish clear priorities, responsibilities, and performance expectations for direct reports.\n Manage assigned budgets and monitor expenditures against approved plans.\n Support annual budget planning and forecasting for assigned Organizational Operations functions.\n Identify opportunities to improve operational efficiency and effectively manage organizational resources.\n Assumes other responsibilities as assigned to meet business and operational needs.\n \n \n Skills, Knowledge, and Experience:\n \n Bachelor’s degree in business administration, operations, project management, nonprofit management, information systems, or a related field; equivalent relevant experience and training may be considered.\n Seven (7) to ten (10) years of progressively responsible experience in organizational operations, project management, business systems, administration, or a related area.\n At least five (5) years of experience in project management and administration of online business systems.\n Demonstrated experience leading complex, cross-functional projects and organizational initiatives.\n Experience implementing, administering, or improving organizational systems, workflows, and business processes.\n Experience with procurement, competitive vendor-selection processes, vendor management, contracts, and compliance requirements.\n Prior experience supervising and developing staff.\n Prior experience managing budgets and monitoring organizational resources.\n Strong analytical and problem-solving skills with demonstrated ability to assess complex issues and develop practical solutions.\n Sound judgment and strong decision-making skills, including the ability to identify and appropriately escalate operational and project risks.\n Strong written and verbal communication skills, including the ability to clearly communicate operational requirements and recommendations.\n Strong organizational skills with demonstrated ability to manage multiple projects, priorities, deadlines, and competing demands.\n Demonstrated ability to work collaboratively across functional areas and organizational levels.\n Strong relationship-management, negotiation, and conflict-resolution skills.\n Proficiency with Microsoft Office, SharePoint, project-management platforms, and FLUXX or comparable systems.\n Experience with Monday.com and CONCUR strongly preferred.\n Project Management certification preferred.\n \n \n Key Competencies:\n \n Project and Operational Management – Effectively plans, organizes, executes, and evaluates complex projects and operational initiatives.\n Systems Thinking – Understands how people, processes, technology, and organizational priorities intersect and develops sustainable solutions.\n Analysis and Judgment – Uses data, experience, and sound judgment to assess issues, identify risks, and recommend appropriate action.\n Collaboration and Influence – Builds productive relationships and works effectively across departments and organizational levels.\n Communication – Communicates complex operational information clearly and appropriately for different audiences.\n Change Management – Effectively supports employees and teams through new systems, processes, and ways of working.\n Accountability and Results – Demonstrates ownership, follows through on commitments, and maintains a strong focus on quality, timeliness, and results.\n \n \n Additional Requirements:

Job Description Northfield Bank became a division of Columbia Bank on July 20, 2026. This position is based at a Northfield Bank location that is anticipated to rebrand and operate as a Columbia Bank location in early 2027 Summary: As a Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • Performs other job related duties as assigned. Job Requirements: • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes. Desired Skills: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships;, • Ability to deliver a seamless experience to the customer. Orientation, Onboarding & Training: We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays., • Employees may participate in the 401k program. Schedule: The schedule for this location/position is generally Monday through Friday from 8:30 a.m - 5:00 PM (closing hours may vary), Sunday 9:30 AM - 2:00 PM, remaining until closing based on business needs. Scheduled work hours may vary by branch location and operational requirements. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job Description VP New Markets Tax Credit Operations About TruFund Financial Services TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI) certified by the U.S. Department of the Treasury's CDFI Fund. Headquartered in New York City, TruFund serves communities through offices in Alabama, Georgia, Louisiana, New York, and Texas. Our mission is to promote economic development in underserved communities and among disadvantaged populations by providing innovative, affordable financial solutions to viable small businesses and nonprofit organizations that have difficulty accessing conventional capital. Our lending and impact efforts are further enhanced through two wholly owned subsidiaries: Empowerment Reinvestment Fund, a national Community Development Entity that uses New Markets Tax Credits to attract private investment to distressed communities, and Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established, underrepresented affordable housing developers nationwide. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunity for people, businesses, and communities in need. Position Summary TruFund is seeking an experienced New Markets Tax Credit professional to lead the daily operations and execution of Empowerment Reinvestment Fund's NMTC platform. Reporting to the Executive Vice President and Chief Operating Officer, the VP, New Markets Tax Credit Operations will coordinate transactions from pipeline through closing, manage allocation and documentation controls, support deal sourcing, build and manage the operations team, and oversee ongoing administration of the NMTC portfolio. The role requires strong NMTC technical and execution experience; capital formation and primary underwriting leadership are not core requirements. Reports to Executive Vice President and Chief Operating Officer Location Remote with periodic travel to TruFund headquarters and other business locations Employment Full time Compensation and Benefits Estimated salary: $165,000 to $175,000, depending on NMTC technical expertise, transaction execution, portfolio administration, and management experience. TruFund also offers a full benefits package that includes health, life, dental, and disability insurance; sick leave; three weeks of vacation; three personal days; and 12 paid holidays per year. Role Scope The VP is the operational leader for the NMTC platform and is accountable for consistent, timely execution across the transaction and portfolio lifecycle. This role translates program strategy into coordinated workplans, ensures that documentation and approvals remain complete, and creates the processes, staffing, and controls needed to support closings and ongoing portfolio administration. The VP works closely with origination, asset management, compliance, finance, legal counsel, investors, leverage lenders, borrowers, and consultants. Key Responsibilities NMTC Platform Operations • Manage day-to-day execution: Own the operating calendar, workplans, priorities, handoffs, and service standards for the NMTC platform., • Build repeatable processes: Create and maintain procedures, checklists, templates, dashboards, file standards, and controls for pipeline management, diligence, approvals, closing, funding, and post-closing administration., • Coordinate cross-functional work: Align internal teams and external advisors, clarify responsibilities, escalate issues, and keep transactions and reporting obligations on schedule., • Manage consultants and vendors: Define scopes of work, coordinate assignments, monitor deliverables, and support contract and invoice administration. Transaction Coordination and Closings • Coordinate the transaction lifecycle: Develop and manage detailed timelines from initial screening through due diligence, approvals, closing, funding, and handoff to asset management and compliance., • Maintain closing readiness: Track conditions, approvals, entity documents, organizational records, third-party reports, legal documents, funding mechanics, and unresolved issues., • Facilitate diligence and documentation: Collect and organize borrower, project, investor, lender, and legal materials; confirm that the appropriate technical, legal, compliance, and business reviews are completed., • Support transaction structuring: Apply strong NMTC technical knowledge to coordinate multi-party structures and translate agreed business terms into executable closing plans., • Ensure complete handoffs: Deliver organized closing records, critical dates, reporting requirements, and monitoring obligations to asset management, compliance, finance, and other responsible teams. Deal Sourcing and Pipeline Management • Support deal sourcing: Cultivate referral sources, identify potential projects, coordinate introductory discussions, and help maintain a pipeline consistent with ERF's mission and allocation strategy., • Screen opportunities: Coordinate preliminary eligibility, readiness, impact, timing, and documentation reviews and route qualified opportunities to the appropriate decision-makers., • Maintain pipeline reporting: Keep accurate pipeline stages, anticipated allocation needs, closing forecasts, dependencies, and next actions; provide routine reports to leadership. Allocation Tracking and Portfolio Administration • Track allocation and QEI activity: Maintain current records of allocation availability, transfers to subsidiary CDEs, Qualified Equity Investments, deployment deadlines, closings, and remaining balances., • Administer sub-CDE entities: Coordinate formation, registration, good-standing requirements, annual filings, authorized signers, records, and dissolution activities with counsel and internal partners., • Maintain the system of record: Ensure executed agreements, amendments, approvals, notices, reports, and correspondence are complete, current, accessible, and retained in accordance with policy., • Coordinate portfolio requirements: Track recurring borrower, investor, leverage lender, impact, covenant, insurance, and reporting obligations and partner with asset management and compliance on follow-up., • Support AMIS and impact reporting: Coordinate data collection and quality control for Transaction Level Reports, Institution Level Reports, allocation applications, and other regulatory, investor, and impact reporting. Team Management and Continuous Improvement • Build and manage the operations team: Assess staffing needs, recruit and onboard team members, allocate work, set expectations, coach performance, and develop technical capability., • Strengthen controls: Identify execution, documentation, timing, and operational risks; implement preventive and detective controls and monitor corrective actions., • Improve platform performance: Use transaction and portfolio data to identify bottlenecks, improve cycle time and accuracy, and recommend process or technology enhancements., • Support budgeting: Develop and monitor the operational budget for staffing, consultants, legal services, site visits, systems, and other program needs. Qualifications and Experience • At least eight years of progressively responsible experience in NMTC, community development finance, commercial lending operations, tax credit transactions, portfolio administration, or a related field., • At least five years of direct NMTC experience coordinating or managing transactions, closings, allocation activity, reporting, documentation, or portfolio operations., • Strong working knowledge of Community Development Entities, Qualified Equity Investments, sub-CDE structures, Qualified Active Low-Income Community Businesses, IRC Section 45D, CDFI Fund guidance, and AMIS reporting., • Demonstrated ability to manage multiple complex transactions, stakeholders, deadlines, and documentation workstreams with accuracy and sound judgment., • Experience building or leading a team and establishing practical operating procedures, controls, dashboards, and accountability measures., • Proficiency with Microsoft Excel and transaction, document management, or portfolio systems; experience with the CDFI Fund's AMIS portal is strongly preferred., • Bachelor's degree in finance, accounting, economics, business administration, public administration, or a related field, or an equivalent combination of education and directly relevant experience., • Experience with underwriting, credit analysis, or capital formation is helpful but is not required as a core qualification for this position. \nCompany Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders.\r\n\r\nOur lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally.\r\n\r\nTruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need.

Job DescriptionAbout the Company LTS is a global leader in transdermal and oral thin‑film drug delivery technologies. Our teams have pioneered breakthroughs such as the first contraceptive patch, nicotine patch, oral active ingredient film, and Parkinson’s patch. When you join LTS, you become part of a team that continues to shape the future of patient care and bring life‑changing therapies to market. At LTS, our purpose drives everything we do: We CARE. We CREATE. We DELIVER. We’re committed to fostering an employee experience that reflects our innovation — supportive, collaborative, and empowering. Across our New Jersey and Minnesota locations, you’ll work alongside knowledgeable experts on diverse projects in an environment where every day is different and your contributions truly matter. Cost Analyst- Pharmaceutical Manufacturing; North America Position Overview LTS is seeking a detail-oriented Cost Analyst to support financial decision-making across manufacturing, operations, projects, and administrative functions. In this role, you will analyze costs, investigate variances, support budgeting and forecasting, and provide insights that help improve efficiency and profitability. This position is based in West Caldwell, NJ and is hybrid eligible after the introductory period is complete; up to 2 days/week. Schedule: Monday–Friday, 8:00 AM–4:30 PM What You Will Do: • Generate and maintain detailed actual cost analyses and cost models to support product and service quoting., • Analyze actual expenses against targets, plans, and forecasts; identify discrepancies and recommend improvements., • Investigate manufacturing order variances, scrap, project hours, and expense variances., • Assist with annual budgets, forecasts, and project cost estimates., • Identify and support cost-saving strategies to improve efficiency and margins., • Prepare reports and present analysis and insights to management., • Monitor inventory, labor costs, indirect expenses, and trends to support business decisions.Minimum Qualifications:, • Bachelor’s degree in Accounting, Finance, or a related field, • Minimum 5 years of relevant experience in cost accounting, finance, or cost analysis in a manufacturing environment., • At least 2 years' experience with SAP S/4HANA, • Strong analytical and Excel skills, • Strong written and verbal communication skillsPreferred Qualifications, • Experience in pharmaceutical manufacturing or a GMP-regulated environment, • Experience supporting manufacturing or operational finance in a complex business environment If this sounds like you, we want to hear from you! LTS is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job DescriptionAbout the Role Given the start-up nature of Stray, our new Operations & Finance team member will build the enabling infrastructure that allows Stray to operate at the frontier of regenerative finance with the peace of mind that we are building an operationally excellent fund. This is an autonomous, high-ownership, hands-on role requiring the judgment to distinguish between what needs escalation to the leadership team and what should simply be handled. You will own fund/portfolio ops and LP reporting, design and maintain team operations systems, provide financial modeling support as needed, manage fund admin/tax/audit service provider relationships, and coordinate with leadership to ensure we are delivering on Stray’s role and potential in facilitating systems change. This is a team-of-one position reporting directly to the Partner. The ideal candidate has operated at this level before—at a small fund, family office, or similar context—and is drawn to Stray because (1) you want your operational skills to serve a purpose greater than institutional efficiency and (2)you like being involved in many different projects at the same time. How This Role Will Resource Us Fund Finance & LP Relations (~40%) Own LP reporting: independently produce narratives, financial schedules, and portfolio summaries within required timelines, coordinating with fund admin as needed. What Stray is attempting is unusual, which makes LP reporting a programmatic function as much as an administrative one. Your reporting, in collaboration with our Sr. Manager of Ecosystem & Impact, should help translate what we are doing to various LP audiences, deepen how they see their own role in it, and show how Stray’s portfolio facilitates systems change that supports LPs’ larger portfolios—all while preserving the substance of the work rather than flattening it into conventional reporting categories. Serve as Stray’s primary interface with accounting, tax, and fund administration: manage the relationships, arrange capital calls and payments, coordinate tax preparation, and escalate strategic decisions to leadership as needed Lead the annual audit process end-to-end: coordinate annual financial report preparation, respond to auditor requests, and manage timeline Team Operations & Ecosystem Logistics (~35%) Design and own Stray’s operational infrastructure: team workflows, meeting cadences, decision-making frameworks, and cross-functional coordination systems Collaborate with other team members on external communications and ecosystem weaving: LP update emails, IC engagement infrastructure, portfolio support, ecosystem intelligence tools, and event logistics Project manage Stray’s experiments and partnerships: assess which efforts we should take on ourselves vs which we can encourage a partner or network to carry, track Stray-owned projects, and keep close tabs on collaborators and next steps, without prescribing outcomes Own HR workflows including onboarding, hiring, and benefits administration Maintain and develop Stray’s Notion workspace (with external consultants as needed) as the team’s operational backbone Portfolio Operations & Financial Modeling (~25%) Architect and maintain fund model: own portfolio NAV tracking, financial projections, and scenario analyses that optimize for portfolio-wide anti-fragility, resilience, interconnectedness, and responsible capital stewardship Co-develop portfolio monitoring infrastructure with Sr. Manager of Ecosystem & Impact: coordinate portfolio reporting, track financial and impact performance, and synthesize data for LP reporting and IC review Support investment team with ad hoc financial modeling: perform returns analyses for deals in diligence with non-traditional capital structures and financial dynamics Design and maintain investment operations and closing processes that scale with the fund’s growth RequirementsWho We’re Hoping Will “Stray” With Us Education and Professional Experience 5+ years of experience in investment/portfolio operations, family office or fund back-office finance, or fund administration, with meaningful responsibility for LP reporting Demonstrated track record of developing internal systems that facilitate multi-stakeholder collaboration and complex decision-making Strong working knowledge of fund accounting, waterfall structures, capital account mechanics, and audit processes Proficiency with financial modeling, including portfolio-wide and deal-level analyses Experience managing service provider relationships as a primary point of contact Tech-fluent with Notion, Google Workspace, MS Office, Miro; and comfortable evaluating when new tech systems may be necessary Skills and Personal Traits Executes with independence and transparency: identifies what needs to be done; makes recommendations for how to do it; executes independently when it makes sense; and knows when to ask for help, approval, or collaboration Clear, confident communicator with LP-facing writing quality: able to produce polished reports, LP updates, and other external correspondence/memos without heavy editing Comfortable architecting systems in ambiguous conditions, drawing on prior experience without being constrained by it Understands and is committed to Stray’s mission, holding the point of view that operational excellence in a fund like this is a form of systems stewardship Uses AI responsibly, safely, and ethically: comfortable utilizing emerging technologies as a tool to support language, clarity, flow, or data aggregation; not as a crutch or replacement for human ingenuity

CPA required - Healthcare Industry - Career Growth Opportunities This Jobot Job is hosted by: Daniel Gonzalez Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $85,000 - $100,000 per year A bit about us: We are seeking a highly motivated and experienced Permanent Senior Accountant to join our dynamic team in the healthcare industry. The successful candidate will play a pivotal role in managing and controlling the company's financial resources, ensuring compliance with state and federal regulations, and providing strategic financial guidance to senior management. This position offers an excellent opportunity to contribute to the financial health of a leading healthcare organization while advancing your career in a challenging and rewarding environment. Why join us? If you are a seasoned accounting professional with a passion for healthcare and a track record of success, we invite you to apply. This is a unique opportunity to leverage your skills and experience in a role that offers significant responsibility and the opportunity to make a meaningful impact on our organization's success. Job Details Responsibilities: 1. Manage and oversee all aspects of the company's financial operations, including accounts payable, accounts receivable, payroll, general ledger, and treasury functions., 2. Prepare and analyze monthly, quarterly, and annual financial statements in accordance with GAAP., 3. Ensure compliance with state and federal tax laws and regulations by preparing and filing tax documents on a timely basis., 4. Develop and implement effective financial policies and procedures to enhance operational efficiency and financial management., 5. Provide strategic financial guidance to senior management through financial analysis, budgeting, and forecasting., 6. Coordinate with external auditors to facilitate annual audits and reviews., 7. Assist in the development and implementation of financial systems and controls to improve financial reporting and data management., 8. Participate in special projects and initiatives as required by senior management. Qualifications: 1. Bachelor's degree in Accounting, Finance, or a related field is required. An advanced degree such as an MBA or Master's in Accounting is a plus., 2. Must hold an active Certified Public Accountant (CPA) license., 3. Minimum of 5 years of experience in accounting or finance, preferably within the healthcare industry., 4. Extensive knowledge of GAAP, state and federal tax laws and regulations, and financial reporting., 5. Strong analytical skills with the ability to analyze complex financial data and prepare financial reports, statements, and projections., 6. Proficiency in accounting software and Microsoft Office Suite, particularly Excel., 7. Excellent communication and interpersonal skills, with the ability to interact effectively with all levels of the organization., 8. Strong organizational skills with the ability to manage multiple tasks simultaneously and meet deadlines., 9. High level of integrity and dependability with a strong sense of urgency and results-orientation., 10. Experience with financial systems implementation and management is a plus. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. 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