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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.

CHIEF DEVELOPMENT OFFICER \n SUMMARY \n This member of the Executive Management Team has the oversight and ultimate responsibility for creating well-designed and financially sustainable affordable and market-rate housing. The Chief Development Officer will lead all development activities for the Newark Housing Authority, providing management and oversight of our development staff. Department activities encompass all facets of housing development, including site identification, project feasibility evaluation, applying for and securing financing, and construction supervision. The position is also responsible for developing the long-term vision and strategic planning for the development team. General supervision is exercised over a small number of professional staff. Does related work as required. \n \n ESSENTIAL DUTIES AND RESPONSIBILITIES \n • Provides development strategies for current and future development projects and HUD programs such as Rental Assistance Demonstration (RAD), Low-Income Housing Tax Credits (LIHTC), Mixed Finance (MF), Project Based Vouchers (PBV), Project Based Rental Assistance (PBVA), etc. \n • Collaborates with the Asset Manager to evaluate and provide for maintenance and rehabilitation of projects and coordinates the implementation of quality control inspections. \n • Develops plans for successful development of affordable housing projects, including extensive financial investment analysis, pro-forma modeling of new developments, opportunistic investment strategies, and potential acquisition opportunities. \n • Directs activities with attorneys, architects, engineers, and other consultants to plan projects related to public entitlement, site permits, acquisition due diligence, and closing activities. \n • Monitors procedures and policies to ensure compliance with HUD regulations and agency policy compliance. Completes all related reports as required. \n • Creates and supervises the development of construction including standard boiler plate for bid specifications, contracts, notices to proceed, change orders, time extensions, stop work orders, and contract settlement documents. \n • Confers with federal, state, and local officials related to plans, construction proposals, financing and budgets, providing information and briefing to the Board of Commissioners, planning commissions, advisory boards, and other official groups as necessary. \n • Provides oversight, physical and financial evaluation of land and properties, obtains information and analyzes land use, including ownership, zoning, compliance with master plans, special use permit requirements, environmental problems, utility availability, and compiles required documents and applications. \n • Evaluates the effectiveness of projects under development and issues instructions governing their progress as needed. \n • Pursue prospective tenants for leasing of available commercial space and other non-housing project components and negotiate letters of intent and lease agreements to ensure achievement of stated development and investment goals. \n • Keeps up to date on new developments in urban planning, project management, affordable, low-income, and public housing field. \n • Leads and participates in the preparation of written information and instructional material for current and future Newark Housing Authority development and rehabilitation projects. \n • Responsible for real estate development projects from inception to completion. \n • Responsible for securing permanent financing for projects such as FHA loans, conventional mortgages and construction loans. \n • Review all proposals from investors and lenders to ensure project financing is structured in the best interest of the Authority. \n • Responsible for all required due diligence associated with real estate transactions. \n • Work with representatives from financial institutions, investors and government agencies to ensure timely closings of real estate transactions. \n • Oversee the Authority’s conversion from HUD’s Low-Income Public Housing properties to other more sustainable platforms. \n • Work with the Authority’s legal, architectural, financial and accounting firms throughout real estate transactions. \n • Ensure compliance with investors, HUD, NHA and other government agency reporting requirements and regulations. \n • Attend Owner Architect and Contractor (OAC) weekly meetings for properties under construction to ensure project remains on time and on budget. \n • Create marketing and management plans for projects. \n • Identify new real estate development opportunities and financing options. \n • Work with Occupancy Department and Asset Management on lease-up efforts and tenant eligibility to ensure timely delivery of tax credits. \n • Represent the Authority when meeting with outside agencies for funding opportunities. \n • Serve on procurement evaluation committees. \n • Perform routine supervisory duties including performance evaluation and maintaining discipline. \n • Performs all duties in accordance with Authority policies. \n \n QUALIFICATIONS \n • Extensive knowledge of applicable national, state and local rules, regulations, statutes, policies and procedures regarding Low-Income Housing, or other housing type as determined by the department at the time of job posting. \n • Extensive knowledge of operating policies and procedures of the Low-Income Public Housing program, IRS Low-Income Housing Tax Credit program and HUD’s Rental Assistance Demonstration program. \n • Extensive knowledge of all facets of affordable housing development procedures and requirements. \n • Familiar with appraisals, Property Needs Assessments, market studies and Phase I Environmental reports. \n • Organizational and problem-solving skills. \n • Demonstrated computer literacy including knowledge of Word, Excel, Adobe Acrobat, Yardi, PowerPoint and related applications. \n • Ability to organize and structure financing applications. \n • Ability to meet deadlines. \n • Ability to oversee multiple development projects at one time. \n • Ability to perform accurate mathematical functions. \n • Ability to write and proofread materials for accuracy. \n • Ability to multi-task and prioritize responsibilities. \n • Ability to communicate and interact appropriately with the public, applicants, residents and staff. \n • Ability to follow verbal and written instructions. \n • Ability to work effectively with others and work independently. \n • Analytical skills and problem-solving ability. \n • Customer relations skills. \n • Demonstrated attention to detail. \n • Demonstrated punctuality and reliability. \n • Ability to produce clear, accurate and timely reports \n \n EDUCATION, EXPERIENCE AND/OR CERTIFICATIONS \n Bachelor’s degree in business administration/finance, public administration, urban planning or a closely related field. Graduate degree preferred. \n • Experience should include at least ten (10) years of progressive responsibility in management and supervision in public housing management, construction, public finance or general contracting or similar professional employment. A combination of private sector and public sector background is highly desirable. \n • Detailed knowledge of affordable housing financing tools including Rental Assistance Demonstration (RAD), Low-Income Housing Tax Credits (LIHTC), Mixed Finance (MF), Project Based Vouchers (PBV), etc. \n • Direct experience managing complex and time-critical processes, funding requirements, and relationships to complete projects on time and on budget. \n • Extensive experience developing and maintaining external stakeholder and business relationships, including with regulatory agencies and government officials. \n • Demonstrated ability to work in partnerships with funders, investors, consultants, contractors, regulatory bodies, Newark Housing Authority residents, employees, and Board of Commissioners. \n • Adept at seeking out new properties and future development opportunities with the ability to evaluate risk and develop risk management plans for projects. \n • Demonstrated ability to source, negotiate, and execute contracts, public incentives and financing, debt financing, raw land and existing building acquisition, and all types of development related contracts. \n • Skilled in designing and implementing management systems and tools to create efficient, effective, and well documented business processes. \n • Excellent ability to communicate both orally and in writing. \n • Must be able to obtain PHM, RAD-PBV, HCV Executive Management Certification within first year of employment. \n \n ADDITIONAL WORKING CONDITIONS \n • Requires availability to work beyond normal workday. \n • Work environment consists substantially of indoor office activities performed in a heated/air-conditioned setting. \n • Occasional travel to various work locations in all weather conditions. \n • Position requires the need to walk, sit, and/or stand for extended periods of time. \n • Requires stooping, bending, crouching and/or reaching for files or tools. \n • Frequent repetitive hand movement (e.g. typing). \n • May lift, carry and/or push up to 20 pounds. \n • Appointees will be required to possess a valid driver's license and be insurable according to agency guidelines only if the operation of a vehicle, rather than employee mobility, is necessary to perform essential duties of the position

Lead high-profile private equity fund engagements, mentor talented teams, and accelerate your career with a growing industry leader offering strong compensation, bonus potential, and exposure to complex investment structures! This Jobot Job is hosted by: Brad Trombly Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $100,000 - $170,000 per year A bit about us: A leading private capital services organization is seeking a Fund Accounting Manager to join its expanding fund administration team. This role offers the opportunity to oversee complex private equity fund operations, support premier investment sponsors, and lead teams responsible for critical accounting and reporting functions across the full fund lifecycle. The ideal candidate will bring deep private equity fund accounting expertise, strong leadership capabilities, and a passion for delivering exceptional client service. Why join us? Competitive salary of $100,000 - $170,000 annually Discretionary performance bonus Comprehensive benefits package Exposure to the full private equity fund lifecycle Opportunity to work with newly launched and innovative investment funds Leadership and team development responsibilities Significant career advancement opportunities Ongoing professional and technical development Collaborative, entrepreneurial work environment Opportunity to influence operational efficiencies and process improvements Job Details Partner closely with Directors and Managing Directors to oversee daily fund operations Independently manage accounting and operational activities for private equity funds Serve as a primary point of contact for clients with limited oversight Analyze Limited Partnership Agreements (LPAs) and governing documents to summarize key economics and fund structures Supervise, mentor, and develop accounting team members Oversee preparation and review of capital calls, distributions, financial statements, waterfalls, IRR calculations, and related deliverables Review and approve fund deliverables prior to senior leadership review Perform complex analyses of financial reporting, capital events, and private equity transactions Support onboarding and setup of new client fund structures Drive process improvements and operational efficiency initiatives Ensure delivery of high-quality client service and regulatory compliance Coordinate with internal and external stakeholders on fund reporting matters Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Launch or grow your fund accounting career with a top-tier private equity fund administrator, offering a competitive $80K–$100K salary, comprehensive benefits, and a flexible hybrid schedule! This Jobot Job is hosted by: Brad Trombly Are you a fit? Easy Apply now by clicking the "Quick Apply" butt

\n About the Company \n \n We are partnering with a highly respected Top 10 wealth management firm whose Family Office division is seeking a Principal Tax Manager to join its growing New York team. \n \n About the Role \n \n This is a highly visible opportunity for an experienced CPA who thrives in a client-facing environment and enjoys working on sophisticated individual, trust, gift, foundation, partnership, corporate, and international tax matters. The role offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families while collaborating with a multidisciplinary wealth management team. \n \n Responsibilities \n \n\n • Review complex individual income tax returns, including multi-state filings\n, • Oversee and review gift, trust, partnership, corporate, and private foundation tax returns\n, • Prepare and review quarterly tax projections, estimated tax calculations, and extensions\n, • Advise high-net-worth individuals and families on tax planning opportunities and financial matters\n, • Conduct tax research and develop solutions for complex tax issues\n, • Assist clients with tax notices, audits, and regulatory matters\n, • Support foreign tax reporting and compliance requirements\n, • Collaborate with wealth advisors, attorneys, investment professionals, and other members of the client service team\n, • Participate in special projects, including forensic accounting and matrimonial analyses\n, • Develop and maintain long-term client relationships while delivering an exceptional client experience\n\n \n Qualifications \n \n\n • CPA designation required\n, • 7+ years of high-net-worth tax preparation and review experience\n\n \n Required Skills \n \n\n • Strong experience with complex individual, trust, gift, partnership, and entity taxation\n, • Advanced tax planning and technical research capabilities\n, • Experience with CCH Axcess Tax, Income Tax Planner, and online tax research platforms\n, • Strong organizational skills with the ability to manage multiple priorities and deadlines\n, • Excellent communication and relationship-management skills\n, • Ability to thrive in a fast-paced, client-focused environment\n\n \n Preferred Skills \n \n\n • Busy Season Hours: Approximately 45 hours per week.\n, • Emphasis on maintaining reasonable non-billable hour expectations.\n, • Non-busy season 40 hours per week\n\n \n Pay range and compensation package \n \n\n • Base Salary: $200,000 - $220,000 + 10-20% Bonus\n, • Comprehensive benefits package includes:\n\n \n\n • Medical, dental, and vision coverage starting on day one\n, • 401(k) with employer match\n, • Flexible PTO\n, • Parental leave\n, • Professional development and continuing education support\n, • Commuter benefits\n, • Community engagement and volunteer opportunities\n\n \n Equal Opportunity Statement \n \n We are committed to diversity and inclusivity. \n

🚀 Now Hiring: Tax Professionals | Remote, Hybrid & Onsite | $100K–$225K \n One of my top clients — a well-established, rapidly growing 80-person CPA firm — is expanding its tax division and looking for talented tax professionals at multiple levels. Flexible location options: fully remote, hybrid, or onsite. \n Two groups to choose from (or a blend of both): \n 🔹 Private Client Services (PCS) — Work directly with ultra-high-net-worth individuals and families on complex tax returns, planning, consulting, and estate/trust strategy. Ideal for someone who enjoys sophisticated, relationship-driven advisory work. \n 🔹 Business Tax Group — Handle partnership and corporate tax for complex, closely held and middle-market businesses. Great fit if you like variety across entity types and industries. \n The Partners will work with you to place you where your background and interests align best — whether that's one group, or exposure to both. \n Why this firm? \n ✅ Strong growth trajectory with real advancement opportunity \n ✅ Competitive compensation ($100K–$225K depending on level/experience) \n ✅ Flexible work arrangements \n ✅ Complex, engaging work — not cookie-cutter returns \n ✅ Supportive Partner group invested in your development \n Not the right fit or size? No problem — I work with hundreds of CPA firms nationwide, from boutique to large regional/national firms, and can help you explore options that match what you're looking for in terms of firm size, culture, and specialty. \n A quick note for anyone on the fence about public vs. private: \n If you're looking to stay challenged, keep growing technically, and want long-term job security, public accounting is genuinely one of the strongest paths in the profession. I talk to a lot of people who make the jump to industry expecting more balance or upside — and many find the grass isn't as green as it looked. \n 📩 Interested? Send me your resume and let's set up a quick call to discuss fit, compensation, and next steps confidentially.

Henderson Harbor Tax was established in 2009 as a specialized tax placement division of Henderson Harbor Group. Over the past 15 years, HHTax has successfully leveraged our vast network of tax professionals and our targeted industry knowledge to successfully advise careers and place professionals at every level from Tax Associates to Chief Tax Officers, and Tax Partners, in both private industry and public accounting. We service our clients primarily in the New York Metro area, as well as nationally through our AAFA network (45 financial staffing affiliates throughout the U.S. and Canada). \n \n A highly respected private holding company and family office is seeking a Tax Manager to join its long-standing tax team in Midtown Manhattan. The organization has significant and diversified holdings across manufacturing, mining, metal production, and defense-related businesses. \n \n This is an excellent opportunity for a seasoned tax professional to join a stable, sophisticated organization with a long-term opportunity for growth and increased responsibility. \n \n The Tax Manager will work closely with the Tax Director and VP of Tax and will play an important role in overseeing the organization’s tax function. Strong opportunity for the successful candidate to grow with the team and assume increasing responsibility over time. \n \n Responsibilities \n\n • Oversee the organization’s federal, state, and international tax compliance process, which is primarily outsourced to a national firm.\n, • Serve as a key point of contact with external tax advisors, reviewing tax filings and ensuring accuracy, timeliness, and compliance with all applicable requirements.\n, • Support tax planning initiatives across a diverse portfolio of domestic and international businesses and investments.\n, • Prepare and review tax forecasts, projections, and financial models to support business and investment decisions.\n, • Research and analyze complex federal, state, and international tax matters and communicate findings and recommendations to senior management.\n, • Assist with tax planning related to corporations, partnerships, investments, and other business structures.\n, • Work closely with the Tax Director and VP of Tax on tax strategy, planning, compliance, and special projects.\n, • Monitor changes in tax legislation and regulations and evaluate their potential impact on the organization.\n, • Coordinate with accounting, legal, investment, and business personnel on tax-related matters.\n, • Assist with IRS and state tax inquiries, audits, and other tax matters as needed.\n, • Prepare clear, well-organized written analyses and memoranda for senior leadership.\n\n \n Qualifications \n\n • Bachelor’s degree in Accounting, Finance, or a related field; CPA or advanced tax degree preferred.\n, • Minimum of 8 years of progressive tax experience.\n, • Strong experience with S-Corporations and C-Corporations, including both domestic and international tax matters.\n, • Experience in a private company, family office, closely held business, investment organization, or public accounting environment is highly desirable.\n, • Strong technical tax knowledge with the ability to research and analyze complex issues independently.\n, • Experience with tax forecasting, modeling, and planning.\n, • Excellent written and verbal communication skills. Strong reading comprehension and the ability to clearly articulate complex tax matters are particularly important. Candidates will be asked to provide a writing sample as part of the interview process.\n, • Highly organized, detail-oriented, and able to manage multiple priorities.\n, • Proactive, resourceful, and comfortable taking ownership of projects rather than simply executing assigned tasks.\n, • Knowledge of trusts, estates, and high-net-worth individual taxation is a plus.\n\n \n Work Environment & Benefits \n\n • 5 days per week in the Midtown Manhattan office (Summer Fridays from May to August)\n, • Standard business hours, generally 9:00 AM–5:00 PM\n, • No regular weekend work\n, • Individual private office for employees\n, • Fully paid health insurance\n, • Complimentary lunch\n, • 401(k) employer match\n, • Stable, long-term environment with significant opportunity for increased responsibility and career progression\n

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

Assistant Controller, Private Capital \n New York, NY (Hybrid) \n \n Taylor Root is partnering with a leading private credit manager to hire an Assistant Controller in NYC. The firm lends to middle market sponsor backed companies and manages a broad suite of private funds. This seat owns the accounting and reporting for multiple private funds. It also plays a hands-on role in launching new funds and improving how the team works. \n \n Responsibilities: \n\n • You will lead the accounting and reporting for multiple private funds and investment vehicles, in line with US GAAP and each fund's partnership agreement.\n, • You will operationalize complex partnership agreements, including investor capital accounts, partner allocations, and incentive fee arrangements.\n, • You will lead the calculation and booking of fund-level management fees, incentive fees and accruals.\n, • You will review monthly balance sheets, income statements and reporting packages across your funds.\n, • You will drive capital call and distribution analysis alongside Investor Communications, Treasury and senior leadership.\n, • You will manage the third-party administrator on NAV production for specific entities.\n, • You will support new fund launches, including reviewing legal documents, setting up month-end close processes, and working with the in-house technology team on the firm's proprietary systems.\n, • You will support the annual external audits and identify and implement process improvements.\n\n \n Qualifications: \n\n • Bachelor's degree in accounting.\n, • CPA is strongly preferred.\n, • 7+ years of accounting experience in financial services, such as private equity, private credit, hedge funds, or funds of funds\n, • Mix of public accounting and industry experience is a plus. Big 4 and national firm audit professionals with private fund clients are encouraged to apply.\n\n

Accounting Manager - Renewables \n Location: Manhattan, NYC (Hybrid) \n \n Piper Maddox is partnered with a private equity-backed independent power company headquartered in New York City. We are looking for an Accounting Manager to join their growing finance team. \n \n This is an opportunity to join a lean, entrepreneurial team and play a meaningful role in building out the company's accounting infrastructure as the platform continues to acquire and integrate new generation assets. \n \n Responsibilities: \n\n • Own and execute the monthly, quarterly, and annual close processes, including journal entries, accruals, and approximately 20 balance sheet reconciliations across a multi-entity organization\n, • Maintain the general ledger and recurring technical accounting schedules\n, • Manage and oversee accounts payable and accounts receivable, including invoice review and coding, weekly payment runs, and coordination with plant operators\n, • Support treasury activities, including payment processing, bank account administration, and cash activity tracking\n, • Prepare supporting schedules and documentation for external audits and tax filings, including PBC requests and first-year opening balance support\n, • Assist with monthly financial reporting packages, variance analysis, and management reporting\n, • Play a central role in the implementation of the company's new NetSuite environment, including accounting data migration and reconciliation\n, • Help develop and document accounting processes and internal controls, including journal approval workflows, segregation of duties, and access reviews\n\n \n Qualifications \n\n • 5+ years of progressive accounting experience\n, • Experience within power, energy, infrastructure, or a related industry preferred\n, • Strong understanding of U.S. GAAP and full-cycle accounting\n, • NetSuite experience REQUIRED\n, • Strong Excel skills\n, • CPA or CPA candidacy is a plus\n, • Bachelor's degree in Accounting, Finance, or a related field\n\n \n Benefits: \n\n • Competitive Compensation\n, • Hybrid work environment\n, • Comprehensive benefits program, including medical, dental, vision, disability, and life insurance, and a 401(k) plan\n, • Paid time off, including vacation, sick leave, and Company holidays\n\n

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 growing private investment platform is looking to add a Fund Accountant to its expanding finance team. This is an excellent opportunity for someone with 2–3 years of fund accounting experience who wants broad exposure to fund operations, investor reporting, and investment activity within a lean, entrepreneurial environment. \n \n Reporting directly to senior finance leadership, you’ll have hands-on responsibility across a portfolio of alternative investment vehicles and work closely with finance leadership, investors, fund administrators, auditors, and other external service providers. \n \n What You’ll Do: \n • Support monthly, quarterly, and annual fund close processes \n • Maintain fund-level accounting records, general ledgers, and supporting schedules \n • Prepare capital call and distribution calculations \n • Assist with investor reporting and financial statement preparation \n • Reconcile investment activity, capital accounts, and fund cash movements \n • Coordinate with fund administrators, auditors, and tax providers \n • Track portfolio activity and support investment accounting \n • Prepare audit and regulatory reporting support \n • Identify opportunities to improve processes and fund operations \n • Support ad hoc reporting and analysis for management \n \n What We’re Looking For: \n • Bachelor’s degree in Accounting, Finance, or a related field \n • 2–3 years of fund accounting experience \n • Background in private equity, venture capital, private credit, hedge funds, or other alternative investments \n • Understanding of closed-end fund structures and capital activity \n • Strong understanding of fund accounting and investor allocations \n • Advanced Excel skills \n • Experience working with fund administrators and external auditors \n • CPA or CPA-track preferred \n • Experience with fund accounting or investor reporting systems is a plus \n • Strong analytical, organizational, and communication skills \n \n This is a high-visibility opportunity within a growing investment platform, offering broad exposure to fund operations and the opportunity to work closely with senior finance leadership.

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

Position Overview: \n The Senior Associate, Fund Accounting will oversee accounting and financial reporting across a group of real estate funds, including new vehicles in capital formation. This is a high-impact role for someone who enjoys owning fund reporting from start to finish and partnering with teams across the firm. \n \n Key Responsibilities: \n\n • Own accounting and reporting for new investment vehicles as they raise capital\n, • Manage capital calls, distributions, and cash across funds\n, • Apply the terms of partnership agreements and side letters to fund calculations and allocations\n, • Prepare waterfall and management fee calculations and review investor capital accounts\n, • Maintain the general ledger and ensure accurate bookings across multiple funds\n, • Produce financial statements and quarterly investor reporting\n, • Lead the annual audit and work with external tax and audit advisors\n, • Partner with investment, legal, investor relations, and corporate teams on new deals and ongoing needs\n\n \n Qualifications: \n\n • Bachelor's degree in Accounting, Finance, or a related field\n, • 3-8 years of fund accounting and financial reporting experience with real estate funds\n, • Working knowledge of partnership agreements, waterfalls, and investor capital accounts\n, • Experience preparing financial statements and managing audits\n, • Advanced Excel skills\n, • CPA with a combination of public accounting and private industry experience preferred\n

\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

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 THIS IS A 1 MONTH+ TEMPORARY ROLE. IT WILL BE ONSITE 5 DAYS PER WEEK IN MANHATTAN. Non-profit in NYS seeks a HR Assistant-Contracts/Grants to provide approximately one month of leave coverage within the Contract Management team. The role will help maintain continuity in the financial administration of client grant funding and government contracts during the agency's transition to Workday. This position combines transaction review, grant compliance, financial reconciliation, reporting, and communication with program and administrative staff. The temporary employee will review and approve client grant requests, maintain appropriate funding sources, monitor award spending, assist with government invoicing, and help ensure that expenses are properly recorded and fully supported in Workday. Because the assignment is short term, the successful candidate must be able to learn established portfolios and workflows quickly, exercise sound judgment, and work with a high degree of independence. Hands-on Workday Financial Management experience is required, and Workday Grants Management experience is strongly preferred. PRIMARY RESPONSIBILITIES Client Grant Administration • Review and approve client grant requisitions in Workday, confirming that requests are complete, allowable, supported by appropriate documentation, and charged to the correct funding source and worktags., • Maintain current information on government and private funding sources available for client assistance, including award balances, spending periods, eligibility requirements, and funder restrictions., • Allocate client grant expenses among appropriate funding streams while considering available balances, approved budgets, agency protocols, and the specific restrictions of each award., • Monitor client grant transactions after approval and work with program and administrative staff to resolve incomplete documentation, incorrect coding, unavailable funding, or other compliance concerns., • Serve as a resource to program and department administrators by clearly communicating client grant procedures, funding requirements, and changes in available funding. Government Invoicing and Award Reconciliation • Assist the Contract Management team with government contract invoicing and fiscal reporting, including the preparation of contract spend-downs and supporting schedules., • Reconcile expenses recorded in Workday to award budgets, invoice periods, prior billings, and supporting financial records to ensure that costs are complete, allowable, and not duplicated., • Review payroll, accounts payable, procurement, client assistance, and other applicable transactions for appropriate grant, program, cost center, spend category, and related worktag coding., • Prepare Manual Journals with Award Costs in Workday to reclassify eligible expenses to the appropriate grants and correct transactions that were initially charged to another funding source., • Confirm that amounts submitted for reimbursement are fully reconciled in Workday and supported by the documentation required under the applicable contract., • Produce transaction reports, payroll support, invoices, receipts, proof of payment, and other supporting documents requested by government agencies or needed for fiscal reporting. Budget Monitoring, Reporting, and Coordination • Schedule and distribute Workday budget-to-actual, award activity, and balance reports for program and administrative staff to support timely monitoring of contract spending., • Review award reports and identify potential underspending, overspending, missing or incorrect worktags, unsupported costs, and expenses that may require reallocation or follow-up., • Maintain organized electronic records, reconciliation schedules, and funding trackers for client grants and government invoices., • Coordinate with Contract Management, Finance, Accounts Payable, Payroll, Procurement, and program staff to resolve financial and compliance issues in a timely manner., • Assist with documentation requests related to funder monitoring, audits, fiscal reviews, and other grant or contract management assignments as needed., • Perform other related duties as assigned by the Deputy Director of Contract Management. QUALIFICATIONS • Bachelor's degree in accounting, finance, business administration, nonprofit management, or a related field, or equivalent relevant professional experience., • At least two years of experience in nonprofit accounting, grants or contract management, government invoicing, or a related financial role., • Demonstrated hands-on experience with Workday Financial Management is required. Experience with Workday Grants Management, Awards, Award Costs, requisitions, manual journals, and financial reporting is strongly preferred., • Knowledge of cost-reimbursement government contracts, nonprofit fund accounting, grant restrictions, allowable costs, expense allocation, and budget-to-actual monitoring., • Experience reconciling detailed financial activity and preparing journal entries or expense reclassifications., • Strong Excel, analytical, organizational, and problem-solving skills, with close attention to detail and accuracy., • Ability to interpret financial and funder requirements, explain them clearly to non-finance staff, and follow through on outstanding issues., • Ability to manage multiple deadlines, work independently with limited ramp-up time, and collaborate effectively Skills

Job Description Manager, FP& A | High-Growth PE-Backed CPG Company | NYC I'm excited to be partnering with a high-growth, private equity-backed CPG company generating approximately $350M in revenue that is looking to add a Manager of FP& A to its New York City team. This is a true FP& A role focused on driving business performance, not an accounting role disguised as finance. Reporting directly to the Director of FP& A (high exposure to the CFO and Private Equity), you'll play a key role in budgeting, forecasting, long-range planning, executive presentations, PE reporting, and strategic decision support across the organization. As always, this is a permanent, full time, fully benefited salaried position (this is NOT a temp role or temp to perm). They are located in midtown and are in the office 3 days and remote 2 days. Compensation Package based on experience: Base: $140 - $165k base + discretionary bonus Why this opportunity stands out: ✅ Open due to company growth and continued investment in finance ✅ Extensive exposure to private equity ownership and reporting ✅ Business partner with Merchandising, Operations, and Brand teams ✅ Opportunity to build and enhance reporting, analytics, and financial models ✅ Significant visibility with senior leadership ✅ Potential to hire and manage a net-new resource as the team grows They're looking for someone who thrives in a fast-paced, entrepreneurial environment and enjoys building processes from the ground up. Strong Excel skills are critical, as the environment is highly data-driven with substantial ad hoc analysis and manual modeling. Experience with P& L, inventory forecasting/modeling, reporting automation, and NetSuite is a plus. If you're an FP& A professional looking to make a meaningful impact within a growing consumer products business, I'd love to connect. Exceptional communications skills are required. A great dynamic personality and the ability to work along your fellow colleagues is crucial. He or she must be able to effectively collaborate with individuals both inside and outside the company. If you would like to be considered for this position, please email your resume in a word document to Kevin.Chin@Roberthalf Why this opportunity stands out: ✅ Open due to company growth and continued investment in finance ✅ Extensive exposure to private equity ownership and reporting ✅ Business partner with Merchandising, Operations, and Brand teams ✅ Opportunity to build and enhance reporting, analytics, and financial models ✅ Significant visibility with senior leadership ✅ Potential to hire and manage a net-new resource as the team grows They're looking for someone who thrives in a fast-paced, entrepreneurial environment and enjoys building processes from the ground up. Strong Excel skills are critical, as the environment is highly data-driven with substantial ad hoc analysis and manual modeling. Experience with P& L, inventory forecasting/modeling, reporting automation, and NetSuite is a plus. If you're an FP& A professional looking to make a meaningful impact within a growing consumer products business, I'd love to connect. Exceptional communications skills are required. A great dynamic personality and the ability to work along your fellow colleagues is crucial. He or she must be able to effectively collaborate with individuals both inside and outside the company. If you would like to be considered for this position, please email your resume in a word document to Kevin.Chin@Roberthalf

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 Description Our client, a family office located in midtown Manhattan, is looking to hire a Senior Treasury Associate to join their team. Position Summary The Temporary Treasury / Cash Management Associate will be responsible for the accurate and timely execution of daily cash management functions, including wire transfers, ACH processing, bank reconciliations, and cash positioning across multiple entities and bank accounts. This role requires exceptional attention to detail, discretion with sensitive financial information, and the ability to work efficiently in a fast-paced, confidential environment. Key Responsibilities Wire Transfers & ACH Processing • Prepare, verify, and process outgoing domestic and international wire transfers, • Initiate and monitor ACH transactions (debits/credits) across multiple accounts, • Ensure proper documentation, dual approval, and authorization protocols are followed for all wire and ACH activity, • Coordinate with banks to confirm timely execution and resolve any transaction issues or delays Cash Management & Reconciliation • Perform daily cash reconciliations across multiple bank accounts and entities, • Monitor daily cash positions and prepare cash balance reports, • Investigate and resolve discrepancies between bank statements and internal ledgers, • Track incoming and outgoing cash flows to ensure sufficient liquidity for scheduled disbursements Banking & Account Administration • Manage relationships and day-to-day communications with banking partners, • Set up, maintain, and update banking platforms, user access, and account signatories as needed, • Assist with opening/closing bank accounts and maintaining account documentation, • Monitor account fees, interest income, and banking service charges Reporting & Compliance • Maintain accurate records and audit trails for all treasury transactions, • Support month-end and year-end treasury reporting, • Assist with fraud prevention controls (positive pay, dual authorization, callback verification), • Ensure compliance with internal controls, policies, and procedures related to cash movement Administrative & Ad Hoc Support • Assist with special projects related to treasury operations, banking transitions, or system implementations, • Provide backup support to other finance/accounting team members as needed, • Maintain organized digital and physical records of banking documentation Qualifications • Bachelor's degree in Finance, Accounting, Business Administration, or related field preferred, • 5+ years of experience in treasury, cash management, or banking operations (family office, private bank, or corporate treasury experience a plus), • Hands-on experience preparing and processing wire transfers and ACH transactions, • Proficiency with online banking platforms (e.g., J.P. Morgan Access, Bank of America CashPro, Citi, Northern Trust, or similar), • Strong Excel skills; experience with treasury management systems or accounting software (QuickBooks, Sage Intacct, etc.) a plus, • High degree of accuracy, organization, and attention to detail, • Ability to handle highly confidential and sensitive financial information with discretion, • Strong communication skills and ability to interact professionally with banks and internal stakeholders, • Ability to work independently, prioritize tasks, and meet daily deadlines in a fast-paced environment\nCompany Description Abacus Group is an award-winning executive search firm specializing in the permanent, temporary, and temp-to-perm placement of Accounting & Finance, Public Accounting, Administrative Support, Compliance, Human Resources, Marketing & Communications, and Information Technology professionals across all industries. Our diligent and personal approach has been honored by Clearly Rated’s “Best of Staffing” awards for exceptional service as well as Forbes' "America’s Best Recruiting Firms" awards. We attribute our repeat recognition as one of Crain’s New York’s “Best Places to Work in New York City” to our familial, supportive, and transparent company culture. Founded in 1997, Abacus Group is headquartered in New York with additional offices in California and Florida. Abacus Group is an award-winning executive search firm specializing in the permanent, temporary, and temp-to-perm placement of Accounting & Finance, Public Accounting, Administrative Support, Compliance, Human Resources, Marketing & Communications, and Information Technology professionals across all industries. Our diligent and personal approach has been honored by Clearly Rated’s “Best of Staffing” awards for exceptional service as well as Forbes' "America’s Best Recruiting Firms" awards. We attribute our repeat recognition as one of Crain’s New York’s “Best Places to Work in New York City” to our familial, supportive, and transparent company culture. Founded in 1997, Abacus Group is headquartered in New York with additional offices in California and Florida.

Job Description SVP Director of New Markets Tax Credit 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 a senior executive to lead the strategy, growth, and performance of Empowerment Reinvestment Fund's New Markets Tax Credit platform. Reporting to the Executive Vice President and Chief Operating Officer, the SVP, Director of New Markets Tax Credit will lead the existing NMTC business while developing new capital programs and investment platforms. This leader will combine deep NMTC knowledge with demonstrated expertise in capital formation, complex deal structuring, underwriting and credit analysis, investor and leverage lender relationships, and enterprise platform development. 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: $190,000 to $210,000, depending on experience in NMTC, capital formation, underwriting, structured finance, and executive leadership. The role is also eligible for a performance bonus ranging from 15% to 20% of salary and 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 SVP is accountable for the full NMTC platform and its long-term expansion. The role sets strategy, secures and deploys capital, establishes disciplined credit and governance practices, and develops relationships that support a durable pipeline of high-impact investments. A central mandate is to build a leverage lending platform from inception and bring it from concept through launch, including its market strategy, products, credit parameters, operating model, capital plan, risk controls, staffing, partner network, and pipeline. Key Responsibilities Enterprise Strategy and Platform Development • Set strategic direction: Develop and execute the multi-year strategy, annual operating plan, budget, growth priorities, and performance measures for the NMTC platform., • Build the leverage lending platform: Create the platform from inception, including product design, target markets, borrower and transaction criteria, credit policies, underwriting standards, governance, operating procedures, staffing model, technology requirements, partner strategy, economics, and launch plan., • Develop new capital programs: Identify market needs and build complementary lending, investment, and capital programs that extend TruFund's impact and create sustainable revenue., • Lead allocation strategy: Direct the preparation of competitive NMTC allocation applications, determine deployment strategy, and position the CDE for future awards., • Advise executive leadership: Provide clear recommendations on capital deployment, risk appetite, portfolio performance, market opportunities, and resource requirements. Capital Formation and External Relationships • Lead capital formation: Develop and execute strategies to raise investor equity, leverage debt, and other forms of capital needed to support NMTC transactions and new investment platforms., • Manage investor and lender relationships: Build and maintain senior relationships with tax credit investors, leverage lenders, financial institutions, foundations, public-sector partners, and other capital providers., • Negotiate commercial terms: Lead term sheet development and negotiation of pricing, fees, credit terms, collateral, intercreditor arrangements, and other material transaction economics., • Represent TruFund externally: Serve as a senior representative with the CDFI Fund, NMTC Coalition, industry partners, legal counsel, consultants, and community stakeholders. Deal Origination Underwriting and Structuring • Build and manage the pipeline: Source high-impact projects and lending opportunities, establish disciplined screening criteria, and maintain a diversified, deployment-ready pipeline aligned with TruFund's mission and allocation strategy., • Lead underwriting and credit analysis: Oversee borrower, sponsor, project, collateral, cash flow, repayment, and sensitivity analysis; ensure credit memoranda and financial models support sound decisions., • Structure complex transactions: Design and approve multi-tiered NMTC and leverage lending structures in partnership with borrowers, investors, leverage lenders, counsel, consultants, and internal stakeholders., • Exercise transaction oversight: Chair or participate in credit and investment decisions, resolve material diligence issues, and provide final business approval for transaction structure and closing readiness. Program Governance Risk and Compliance • Maintain program integrity: Ensure the platform operates in accordance with IRC Section 45D, CDFI Fund guidance, allocation agreements, organizational policies, and investor and lender requirements., • Oversee portfolio and allocation performance: Monitor allocation deployment, Qualified Equity Investments, sub-CDE activity, concentration, credit quality, impact performance, and emerging risks., • Strengthen governance: Partner with Corporate Compliance and the VP, Director of Asset Management and Compliance to support governing and advisory boards, reporting obligations, and corrective action plans., • Oversee regulatory reporting: Maintain executive accountability for timely and accurate AMIS submissions, including Transaction Level Reports and Institution Level Reports, and for other required investor, lender, and impact reporting. Team and Organizational Leadership • Build the team: Design the organization needed to support the existing NMTC platform and new capital programs; recruit, develop, and retain high-performing professionals and specialized consultants., • Create operating discipline: Establish clear decision rights, service standards, controls, management reporting, and cross-functional workflows spanning origination, underwriting, closing, asset management, compliance, finance, and legal., • Develop talent: Set goals, coach leaders and team members, evaluate performance, and build succession and professional development plans. Qualifications and Experience • At least 12 years of progressively responsible experience in community development finance, structured finance, commercial or corporate banking, tax credit investing, or a related field, including substantial senior leadership responsibility., • Demonstrated success building a leverage lending platform or comparable credit or investment platform from inception through launch and scale. This is a core requirement., • Proven experience raising and structuring capital and managing relationships with investors, leverage lenders, banks, foundations, government partners, or other institutional capital providers., • Advanced experience leading complex deal structuring, underwriting, credit analysis, financial modeling, and approval of material transactions., • Strong direct knowledge of NMTC transactions, Community Development Entities, IRC Section 45D, CDFI Fund guidance, allocation applications, Qualified Equity Investments, sub-CDE structures, and AMIS reporting., • Track record of leading multidisciplinary teams and coordinating legal counsel, consultants, capital partners, borrowers, and internal functions through high-stakes transactions., • Bachelor's degree in finance, accounting, economics, business administration, public policy, or a related field, or an equivalent combination of education and directly relevant experience. An advanced degree is preferred., • Executive-level communication, negotiation, judgment, and board presentation skills, with the ability to balance mission, growth, credit quality, compliance, and financial sustainability. \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 Description Job Title: Accounts Payable Specialist Location: Long Island City, NY Job Type: Full-Time Reports To: About us: Technico Construction Services Inc. is a full-service general construction and construction management firm, with a strong history of success in multimillion-dollar capital improvement projects for public agencies, including MTA, NYC School Construction Authority, NYC Housing Authority, and others. Technico plans and executes construction projects for the public and private sector including new buildings, interior and exterior renovations, alterations, and landmark restorations. Job Summary: We are seeking a detail-oriented Accounts Payable Specialist to join our team. The ideal candidate will have experience in Sage 300, purchase order (PO) management, accounts payable analysis, job reconciliations, and credit card reconciliations with a strong preference for candidates with construction industry experience. This role is responsible for managing day-to-day transactions related to accounts payable, ensuring accuracy, and maintaining vendor relationships. About you: You will be an experienced Accounts payable specialist with the ability to manage the end-to-end process. • Process and manage accounts payable transactions, ensuring accuracy and timeliness., • Utilize Sage 300 for data entry, reporting, and reconciliation., • Handle purchase order (PO) management, ensuring proper approvals and documentation., • Analyze AP transactions to identify discrepancies and improve efficiency., • Apply job costing knowledge to ensure proper allocation of expenses., • Process payments via ACH, wire transfers, checks, credit cards, and manual payments., • Maintain accurate vendor records, resolve discrepancies, and ensure compliance with company policies., • Reconcile AP accounts and assist in month-end closing activities., • Collaborate with internal teams (accounting, procurement, and project managers) to ensure smooth financial operations., • Assist in audits and provide the necessary documentation as needed. Qualifications & Skills: • Strong working knowledge of Sage 300 (Required)., • Minimum of 5 years of experience in Accounts Payable or related finance role., • Strong understanding of PO management, job costing, AP transaction analysis, and credit card reconciliations., • Construction industry experience highly preferred., • Proficiency in Microsoft Office Suite, especially Excel, and accounting software, • Strong attention to detail and organizational skills., • Excellent communication and problem-solving abilities., • Ability to work independently and meet deadlines., • Bachelor's degree in accounting or related field, • Strong analytical skills What’s in it for you: This is an opportunity to be part of a reputable business that places focus on its people and its customers’ evolving needs. · Being part of a supportive and dynamic team · Growing organization · Friendly culture · Parking on site · Competitive salary Benefits: • Competitive salary, • Health, dental, and vision insurance, • 401(k) with company match, • Paid time off and holidays, • Bonus based Profit Sharing Job type: Full time. If you are a motivated professional with a keen eye for detail and experience in Sage 300, job costing, and construction AP processes, we encourage you to apply! \nCompany Description Technico Construction Services Inc. is a general contractor specializing in work for public agencies such as SCA, MTA and NYCHA. Technico builds complex and large projects with up to 500-million-dollars single project budgets. We foster an environment where employees build lasting relationships with our clients, subcontractors, associates, and affiliates. We focus on creative solutions to industry challenges. Members of the organization are encouraged to grow their talent to full potential. In embracing positive changes on every job, we create a productive and balanced work environment. Technico Construction Services Inc. is a general contractor specializing in work for public agencies such as SCA, MTA and NYCHA. Technico builds complex and large projects with up to 500-million-dollars single project budgets. We foster an environment where employees build lasting relationships with our clients, subcontractors, associates, and affiliates. We focus on creative solutions to industry challenges. Members of the organization are encouraged to grow their talent to full potential. In embracing positive changes on every job, we create a productive and balanced work environment.

Our client is Global Private Equity Investment Fund located in NYC area currently seeking to add a new professional to join their growing Finance Team. Ideal individual will be responsible for building out Financial Analysis, Accounting, Valuation, Corporate Finance and Financial Reporting. \n \n This opportunity will report to CFO working with a Tax, 3rd Party Service Providers, and asset management/Deal Team - ton's exposure and excellent opportunity for advancement. \n \n Responsibilities: \n\n • Build out Financial Operations and Transactions - Financials, Budgeting, Forecasting, Analysis\n, • Assist with distribution of investor allocations, waterfall calculations, carried interest/ incentive fees\n, • Communicate with JV Partners, Investors, Outside Service Providers, and Banks\n, • Support Front Office Investments\n, • Onboard New Investors and Investor Relations reporting\n, • Discuss Quarterly Property Performance\n, • Compile Financial Transactions info to complete Investor K-1s and Entity tax filings\n\n \n Requirements/Qualifications: \n\n • Bachelor's degree in Accounting is a must - CPA preferred\n, • 8+years of Experience in Accounting/Audit within in a BIG 4 public accounting firm working on Private Equity Funds\n, • Strong GAPP and Financial Experience\n

About TPG \n TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with operational teams around the world. TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities. \n TPG’s success depends on our people, and we build and sustain our world-class team by creating an inclusive, supportive culture within the firm that seeks excellence and encourages humility and transparency. The quality of our investments and our ability to build great companies depend on the originality of our insights. Reaching our firm’s full potential means supporting every team member to bring the fullness of their unique perspective to their work and to our community. We are committed to a diverse, equitable, and inclusive workplace to foster diversity of thought and reflect the breadth of our limited partners and portfolio companies. \n \n Description of Position \n TPG Real Estate Finance is seeking a highly motivated and detail-oriented Fund Controller to join our team. This pivotal role is responsible for the oversight of accounting, operational, and financial reporting functions for our Real Estate Finance vehicles. The successful candidate will act as a key liaison between internal teams and external partners, ensuring excellence in financial accuracy and compliance within a fast-paced, institutional environment. \n \n Principal Responsibilities \n\n • Oversee and coordinate with third-party administrators in the preparation and review of monthly NAV estimates, quarterly financial statements, and investor reporting, ensuring strict adherence to US GAAP and TPG standards.\n, • Perform and review complex calculations including management fees, expense allocations, and General Partner promote/carried interest distributions.\n, • Review quarterly and annual audited financial statements, including footnote disclosures and supplemental schedules; serve as the primary point of contact for fund year-end audits.\n, • Act as a subject matter expert on technical accounting matters, consulting with external auditors and tax advisors on complex transactions and evolving regulatory issues.\n, • Review and approve capital call and distribution calculations, ensuring all notices and summaries are in strict compliance with the Fund’s Limited Partnership Agreement (LPA) and distribution waterfalls.\n, • Partner with the Investor Relations team to fulfill bespoke reporting requests and provide high-level financial data for investor inquiries.\n, • Coordinate extensively with TPG’s internal tax, legal, valuation, and operational teams to support deal closings, valuation committees, and regulatory compliance filings.\n, • Identify and implement process enhancements to improve the scale and efficiency of the accounting and reporting functions.\n\n \n Requirements \n\n • 5-8 years of relevant financial services experience, ideally beginning in public accounting (Big 4 preferred) followed by a role within private equity or real estate investment management.\n, • Bachelor’s degree in accounting or finance; CPA license is highly preferred.\n, • Advanced proficiency in Microsoft Excel and experience with industry-standard accounting systems (e.g., Yardi, Investran, or MRI).\n, • Exceptional verbal and written communication skills, with the ability to distill complex financial information for non-accounting stakeholders.\n, • A proactive, no-task-too-small attitude with the ability to work independently in a deadline-driven environment.\n, • Unwavering attention to detail and a commitment to maintaining the highest standards of data integrity.\n\n \n Competencies \n The ideal candidate is detail-oriented and operationally rigorous, with a strong instinct for data integrity and process discipline. They are intellectually curious about lending mechanics and asset performance, comfortable owning multiple workstreams simultaneously, and able to communicate findings clearly to deal team members and senior management. They see process gaps as problems to solve and take initiative in building solutions. \n \n It is expected that the annual base salary for this role will range from $135,000 – $165,000. Base salary is one component of TPG’s competitive total rewards package which typically includes discretionary compensation, comprehensive health benefits, and paid time off. Other incentives may also be available to certain eligible employees.

A rapidly growing alternative investment firm is seeking its first in-house Management Company Accounting leader to build and scale the financial infrastructure supporting a multi-billion-dollar platform. \n The Opportunity This is a true builder role, not a maintenance position. You'll take ownership of the management company's accounting, tax, budgeting, payroll, and financial reporting functions while partnering directly with the COO/CFO and firm leadership. \n The organization manages a diversified investment strategy spanning private credit, private equity, structured investments, and public markets, and has experienced significant growth since launch. The firm is investing heavily in infrastructure and looking for someone who wants to help build a best-in-class finance function. \n \n Responsibilities: \n\n • Own management company accounting, month-end close, and financial reporting\n, • Manage tax coordination, partnership filings, and compliance processes\n, • Lead budgeting, forecasting, and compensation accounting\n, • Drive the evaluation and migration from QuickBooks to a scalable accounting platform\n, • Partner with leadership on strategic finance and operational initiatives\n, • Build processes, controls, and infrastructure to support future growth\n\n \n Qualifications: \n\n • 7-12 years of accounting experience\n, • Management company, corporate accounting, asset management, or public accounting background\n, • Working knowledge of partnership and management company tax matters\n, • Strong general ledger, financial reporting, and month-end close experience\n, • Hands-on, entrepreneurial mindset with a desire to build from the ground up\n, • CPA preferred but not required\n\n \n Why Consider It? \n\n • Direct exposure to senior leadership and investment partners\n, • Significant ownership and autonomy\n, • Opportunity to architect scalable finance infrastructure\n, • High-growth environment with substantial career upside\n, • Competitive compensation package ($225K-$350K total compensation range)\n\n \n Location: Midtown Manhattan (5 days onsite) \n This role is ideal for someone who sees an opportunity to build, improve, and scale rather than simply maintain existing processes. \n \n 49798

ABOUT GDEV \n \n GDEV makes private equity and private credit investments in middle-market sustainable infrastructure businesses. The GDEV team leverages deep experience in project development, structured finance, and operations to identify top-tier management teams and help them navigate periods of significant growth and change. \n \n GDEV has deployed over half a billion dollars across more than a dozen infrastructure businesses. GDEV’s investments include a wide range of sustainable infrastructure and renewable energy technologies, with a focus on distributed energy resources (DERs) and behind-the-meter applications. Our sector expertise includes solar power, battery storage, hydroelectric generation, energy efficiency, electrified transport, and sustainable fuels. \n \n POSITION OVERVIEW \n \n GDEV seeks to hire a Vice President or Senior Vice President of Finance and Operations to join the firm in New York City. This person will report directly to the Managing Partner and will have broad responsibility across GDEV’s financial and operational activities. This is a hands-on, high-ownership role suited to someone who wants to build and run the operational backbone of a scaling alternative asset management platform. \n \n KEY RESPONSIBILITIES \n \n • Serve as the ultimate owner of GDEV’s finance and operations function \n • Manage firm operations, including vendor and service-provider relationships, insurance, payroll and benefits administration, employee work contracts and onboarding, and general office operations \n • Oversee GDEV’s information technology infrastructure, including hardware, software, and IT service providers \n • Oversee and support GDEV’s Controller, who will retain day-to-day responsibility for bookkeeping, fund accounting, tax, audit, and cash management, and who will report to the VP / SVP of Finance and Operations \n • Produce investor material, including LP reporting, quarterly investor reports, capital account statements, and responses to ad hoc investor and due diligence requests, and contribute to fundraising operations (dataroom management, contributions to DDQs, production of material), and coordinate ESG/impact reporting to investors \n • Oversee, in collaboration with the Controller, treasury strategy across the management company and fund entities, including capital call timing, liquidity planning, and banking relationships (day-to-day cash management is executed by the Controller) \n • Maintain and continue to build out GDEV’s regulatory compliance program, including SEC/Investment Advisers Act obligations, required regulatory filings, code of ethics, firm’s annual compliance review, compliance of marketing and investor communications and support the firm’s response to any regulatory exams or inquiries \n • Monitor and ensure compliance with covenants and reporting requirements under GDEV’s credit facilities and other financing arrangements \n • Oversee the creation and maintenance of financial models and budgets for the management company, including headcount planning, expense forecasting, and profitability analysis \n • Maintain GDEV’s cybersecurity program and business continuity / disaster recovery plan \n • Oversee logistics for GDEV’s global business travel and coordinate planning for the firm’s Annual General Meeting and other firm events, including venue selection, scheduling, and cross-team coordination \n • Evaluate, select, and implement systems and process improvements across accounting, reporting, and portfolio monitoring functions as the GDEV platform scales \n • Partner with the investment team on portfolio company financial matters, including diligence support and monitoring of portfolio company reporting, as needed \n • Mentor the Controller and the broader finance and operations staff as the team grows \n \n EDUCATION, EXPERIENCE, AND TRAITS \n \n • Bachelor’s degree in accounting, finance, or a related field; CPA and/or MBA a plus \n • 10-15 years or more of progressively responsible finance and operations experience at a middle-market private equity fund \n • Strong organizational skills and the ability to manage multiple workstreams and deadlines independently \n • High degree of ownership and a builder’s mentality; comfortable operating with real autonomy at a lean, fast-growing platform \n • Sound judgment and discretion in handling sensitive financial and investor information \n • Strong written and verbal communication skills, with the ability to work directly with the Managing Partner, investors, auditors, and outside counsel \n • Strong working knowledge of fund accounting, capital calls and distributions, waterfall structures, NAV and subscription lending, and LP reporting \n • Experience with quarterly private equity fund valuation processes and coordinating with fund administrators, auditors, or third-party valuation providers, a plus \n • Working knowledge of fund and partnership tax concepts (K-1s, waterfall allocations) and fund governance documents (LPA amendments, side letters), with experience coordinating outside tax and legal advisors, a plus \n • Familiarity with SEC/Investment Advisers Act regulatory requirements; direct exposure to audits, regulatory exams, or compliance programs strongly preferred \n • Advanced Excel skills and experience with fund accounting and reporting systems; comfort overseeing technology vendors and infrastructure, including basic cybersecurity and business continuity practices, a plus \n • Initial understanding / working knowledge of AI tools (e.g. Claude) and a desire to implement process improvements on an ongoing basis related to AI integration \n • Genuine interest in taking on increasing scope as the firm and its capital base scale \n \n If you are interested in joining our team, please send your resume and cover letter to careers@gdevmgmt.com. \n \n GDEV 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please contact careers@gdevmgmt.com Include your full name, the best way to reach you and the accommodation needed to assist you with the applicant process. \n \n Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information. \n \n Equal Opportunity Employer/Veterans/Disabled

Controller (VP Level) \n • Global Alternative Asset Manager \n • $295,000 Total Comp \n • Hybrid (Tues, Wed, Thurs) in Midtown. \n • Sits on the Finance Team. Responsible for accounting and financial oversight within their Private Credit business. Three direct-reports. Oversee the Fund Admin deliverables as well. \n • Essentially quarterbacking liquidity for deals, you will be the financial gatekeeper for the Credit business, handling everything from cash forecasting and fund compliance to heavy-duty data analysis and investor reporting. \n • Targeting 10 years of experience. Can be Public or Public/Private. Must have experience working on Credit clients in Public. CPA required. \n • If your clients were HF, PE, RE we can still discuss other opportunities at this S+ Tier Firm. \n \n \n \n \n Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. \n Additional disclaimer: \n Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products. \n Equal Opportunity Notice \n Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact HR@vaco.com . \n \n Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. \n \n Representation Notice \n By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. \n \n For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client. \n \n Privacy Notice \n Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies. \n \n\n • \n, • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.\n, • \n, • Virginia residents may access our state specific policies here.\n, • \n, • Residents of all other states may access our policies here.\n, • \n, • Canadian residents may access our policies in English here and in French here.\n, • \n, • Residents of countries governed by GDPR and UK GDPR may access our policies here.\n\n \n \n Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring. \n \n Pay Transparency Notice \n Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: \n \n · the individual's skill sets, experience and training; \n \n · licensure and certification requirements; \n \n · office location and other geographic considerations; and \n \n · other business and organizational needs. \n \n With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).

Ridgepost Capital (NYSE: RPC) is a leading private markets solutions provider with over $45 billion in assets under management as of March 31, 2026. Ridgepost Capital (“RPC”) invests across Private Equity, Private Credit, and Venture Capital in access-constrained strategies, with a focus on the middle and lower-middle market. Ridgepost Capital’s products have a global investor base and aim to deliver compelling risk-adjusted returns. For additional information, please visit www.ridgepostcapital.com. \n \n Job Description \n The Analyst, M&A and Strategy will support the evaluation and execution of inorganic growth strategies and opportunities, including acquisitions, strategic partnerships, and other strategic initiatives. Will report directly to the Director, M&A and Strategy and have a high-level of interaction with senior leadership across the firm. \n \n This role provides exposure to senior leadership, board-level decision-making, and key complex strategic initiatives at a growing alternative asset management platform. It is well-suited for a high-performing banking analyst seeking a long-term, corporate strategic role within the alternatives industry. \n \n Primary Responsibilities \n \n Financial Modeling & Analysis \n\n • Build and maintain complex financial models related to acquisition targets and internal business planning\n, • Analyze transaction structures, valuation drivers, earnouts, and financing considerations\n, • Produce transaction financial and valuation analyses including accretion / dilution, IRR, public and private market comparables, etc.\n, • Support due diligence by synthesizing financial, operational, and market data into actionable insights\n\n M&A and Strategic Support \n\n • Support evaluation and execution of M&A transactions and strategic partnerships\n, • Prepare deal committee and board materials for potential transactions\n, • Coordinate with internal stakeholders and external advisors\n, • Assist in integration efforts post-announcement including the project management of integration work streams across key functional areas\n\n Valuation & Market Analysis \n\n • Perform peer valuation and comp. set analysis across other public asset managers\n, • Analyze trading multiples, precedent transactions, and other market data points\n, • Track peer disclosures, earnings, and investor day materials to inform public shareholder strategy, as well as other private market transactions in the asset management space\n, • Maintain an internal CRM of the M&A pipeline and target lists\n\n Presentation & Materials Development \n\n • Draft high-quality presentations for senior management and board meetings that clearly articulate complex topics, analysis and conclusions ensuring materials are analytically rigorous and executive-ready\n, • Any additional responsibilities or special projects as assigned.\n\n \n Qualifications \n\n • Bachelor’s degree in Finance, Economics, or related field.\n, • 2-3 years of experience in:\n, • Investment banking (Financial Institutions Group, Asset Management, M&A, Leveraged Finance or similar) and/or Corporate Development (financial institution preferred)\n, • Demonstrated interest in alternative asset management and private markets\n, • Demonstrated expertise in financial modeling and valuation\n, • Advanced Excel and PowerPoint skills\n, • Familiarity with financial databases (e.g., CapitalIQ, PitchBook, etc.)\n, • Strong understanding of financial statements and accounting concepts\n, • Exceptional attention to detail and ability to produce investor‑grade materials.\n, • Strong written and verbal communication skills; comfort working with senior leadership.\n, • Ability to manage multiple deadlines and work in a fast‑paced, dynamic environment.\n, • Willingness to work extended hours.\n, • Ability to travel (approx. 10-15%).\n\n \n Expected annual salary range: \n $130,000-170,000 \n \n The duties and responsibilities described above are not comprehensive and additional tasks will be assigned. The scope of the job may change as necessitated by business demands.

AVP, Intelligent Automation & Process Enablement \n \n New York, New York United States (4 days in office/1 day remote) \n No Relocation Assistance available \n No Sponsorship available \n No Vendor resumes will be accepted at this time \n \n Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. \n \n We are seeking a skilled and forward-thinking AVP, Intelligent Automation & Process Enablement professional to join our Strategic Change Delivery team, with a primary focus on intelligent automation and AI-enabled process delivery. In this role, you will serve as the team’s first-line expert in designing, testing, and embedding AI-assisted workflows across Finance, Tax, Treasury, and Risk. You will work closely with the Head of Strategic Change Delivery, Finance Technology leadership, and the Automation Centre of Excellence (COE) to transition early-stage automation concepts into robust, well-governed solutions. \n Responsibilities \n\n • Intelligent Automation & AI-Enabled Workflow\n, • Lead the design and documentation of AI-assisted workflows, incorporating tools such as Microsoft Copilot, Claude, and other LLM-based platforms.\n, • Develop, test, and iterate on prompts and agent logic to support process automation, ensuring outputs meet quality and accuracy standards.\n, • Create and maintain comprehensive automation documentation, including workflow logic, approval paths, and guardrail frameworks.\n, • Act as the first line of validation for AI-generated output before handing off to the Accounting & Controls BA or stakeholders.\n, • Process Mapping & Re-Engineering\n, • Lead end-to-end process mapping initiatives across the Finance, Tax, Treasury and Risk, applying an automation-first mindset to identify opportunities for efficiency and redesign.\n, • Translate complex processes into clear functional requirements, user stories, and workflow specifications suitable for both technology teams and business stakeholders.\n, • Collaborate with cross-functional teams to implement redesigned processes aligned with organizational goals and transformation objectives.\n\n Technology Partnership & Prototype Transition \n\n • Partner with Technology and COE to transition automation prototypes into governed, production-ready solutions.\n, • Provide hands-on support in configuring, testing, and troubleshooting automation tools and AI-assisted applications.\n, • Serve as the point of contact for Technology, COE, and cross-function stakeholders.\n\n Stakeholder Collaboration & Communication \n\n • Establish and maintain strong working relationships with various departments and the Head of Strategic Change Delivery.\n, • Communicate effectively at all levels, translating technical automation concepts into accessible language for non-technicalaudiences.\n, • Collaborate with cross-functional teams to ensure alignment of automation initiatives with broader transformation goals.\n, • Proven ability to thrive in fast-moving environments while co-developing new workflows in areas with limited established precedent.\n, • Work in close partnership with the Accounting & Controls BA to ensure AI-enabled and automated workflows are designed with appropriate accounting treatment, control frameworks, auditability, and financial integrity embedded from the outset.\n\n Training & Documentation \n\n • Develop and maintain clear documentation of AI workflows, automation logic, and guardrail frameworks to support governance and audit requirements.\n, • Assist in the design and delivery of training materials to support Finance, Tax, Treasury and Risk in adopting AI-assisted tools and processes.\n\n Qualifications \n\n • Bachelor’s degree in Finance, Accounting, Information Technology, or a related field.\n, • Minimum of five to seven years of related experience with demonstrable exposure to automation or AI-enabled process improvement.\n, • Hands-on experience using LLM-based tools (e.g., Microsoft Copilot, Claude, ChatGPT or similar) in a professional or project context.\n, • Proficiency in process mapping, requirements gathering, and user story development.\n, • Strong analytical and problem-solving skills with the ability to validate AI outputs critically.\n, • Excellent communication skills, with the ability to engage technical and non-technical audiences.\n, • Strong client-facing skills, with the ability to establish credibility and build trusted partnerships across multiple functions.\n\n Preferred Skills \n\n • Experience working within a finance automation or transformation environment, supporting the design, testing, and deployment of automated and AI‑enabled workflows.\n, • Demonstrate working knowledge of Microsoft 365 and automation tools such as Claude, Alteryx, and UiPath.\n, • Experience contributing to agent design, prompt development, and/or the application of AI governance and control frameworks within a regulated Finance context.\n\n \n Pay range and compensation package \n Base salary: Starting at 135,000, plus bonus. The actual base salary will be determined on an individualized basis considering a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement), this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). \n \n We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited. \n #LI-DV1

Position Overview \n Our client, a global private equity and investment firm, is seeking an Accountant to join their team in New York, NY. Reporting to the Controller, this person will support the day-to-day accounting and financial operations of the management company. This is a strong opportunity for an accountant who wants to take ownership of core accounting functions while helping modernize processes through new technology and automation. \n \n Key Responsibilities \n\n • Own the accounts payable process and lead efforts to streamline it through new technology and automation, ensuring all disbursements comply with firm policies\n, • Review daily cash activity, record cash receipts and disbursements, and prepare monthly bank reconciliations\n, • Support the month, quarter, and year-end close processes\n, • Record journal entries and prepare accounting workpapers, including accruals, prepaids, and fixed asset schedules\n, • Prepare intercompany and affiliate invoices, manage cost allocations across related entities, and keep receivables current\n, • Support the calculation, billing, and recording of management fees, and track related receivables\n, • Manage employee reimbursements and the firm's corporate card program\n, • Maintain vendor relationships, update vendor records, and prepare 1099s annually\n, • Assist with audits, tax support, and other ad-hoc examinations\n, • Develop expertise in firm systems, including NetSuite and Concur, and support users in Concur\n, • Partner with external support teams and consultants on system enhancements\n, • Prepare monthly financial analysis and reporting\n, • Support the management company team on key projects, analysis, and ad hoc requests\n\n \n Qualifications \n Required: \n\n • Bachelor's Degree in Accounting, Finance, or related field\n, • 2 to 5 years of relevant work experience\n, • Strong background in general ledger accounting and accounts payable (AP)\n, • NetSuite or similar ERP experience\n, • Strong proficiency in Microsoft Excel\n\n Preferred: \n\n • CPA\n, • Previous Big 4 or large public accounting experience\n

Our client, a national insurance provider, is seeking a temporary contract manager. \n \n\n • Location: Hybrid Boston or New York, onsite expectation 2-3 days/in office/week min\n, • Duration: 6 months, likely extends to a year (may have potential to go perm based on org need)\n, • Contract to Hire: Possible\n, • Is this supporting any specific project: No project just need added bandwidth capacity due to volume of contracts\n, • What is the most important skillset/What stands out on a resume: Investments contract experience, Data feeds and analysis via Bloomburg, MSCI. Investments specific systems: Wall Street Office, Alpha Sense, JP Morgan (data), DOW Jones (data), S&P Global (data and services), Feed forward collective (AI), Pitchbook/Morningstar (software/service), eFront. Experience with vendors who do direct-to-source Investments deals (working with vendors who have experience rating, pricing, depreciation of commodities) - Asset Management experience would likely have ties to the above. Experience from Bain Capital Groups, Aires, Harbor Vest, Advent International (private asset management groups)\n\n \n What you will be doing \n You will draft, review and negotiate third-party service agreements on behalf of business owners, working through standard templates, policies and approval paths. The work is a mix of new agreements and renewals, and it moves quickly. \n \n Day one focus areas include statements of work for staff augmentation and managed services, renewals across the data and analytics portfolio, and the contracting workstream supporting a new investment vehicle, which involves fund administration, loan servicing and technology agreements that need to line up with one another. \n \n Responsibilities \n\n • Draft, review and negotiate agreements. Master service agreements (MSAs), statements of work (SOWs), service level agreements (SLAs), order forms, amendments, third-party information security agreements and data privacy and processing agreements. Negotiate directly with vendor commercial and legal contacts, escalating where terms fall outside standard positions.\n, • Advise business owners. Translate contractual rights, obligations and risk positions into plain terms for portfolio managers, operations leads and technology owners who are not contracting specialists, and help them shape requirements into a scope a vendor can price and deliver against.\n, • Partner across the contracting path. Work with Global Procurement, Legal, Third Party Risk Management, Information Security and Data Privacy to keep agreements moving without skipping required review. This includes assembling the inputs each group needs rather than handing off and waiting.\n, • Resolve disputes and unclear terms. Investigate performance issues, service credit claims, scope disagreements and invoicing discrepancies, then work them to a documented resolution.\n, • Maintain the contract record. Keep executed agreements, amendments, key dates, renewal triggers, termination rights and spend commitments accurate and accessible in the contract repository, and flag upcoming milestones early enough to act on them.\n, • Track consumption against contracted entitlements. Monitor actual usage against what each agreement terms, covering software seats and licenses, data feed and redistribution rights, user counts, API and query volumes, and any tiered or consumption-based pricing. Identify where we are approaching a threshold, model the cost of the next tier against the cost of an overage, and bring the business owner a recommendation to buy more, reallocate what we already hold or reduce entitlements we no longer use, with enough lead time to negotiate rather than true up after the fact.\n, • Support the renewal and negotiation calendar. Track expirations and auto-renewal dates across the portfolio, prepare negotiation positions ahead of each cycle and brief the vendor manager and business owner on options.\n\n \n Much of this work involves vendors who deliver into live investment operations, so timing matters as much as terms. A contract that lands two weeks late can hold up a NAV process, a data migration or an investment close. The people who do well in this role understand that and manage backwards from the operational date rather than the legal one. \n \n Required skills and experience \n\n • 5 to 7 years in commercial contract management, procurement or contracts-focused legal work, including direct ownership of MSAs, SOWs, SLAs, information security schedules and data privacy and processing terms.\n, • Experience gained at a global investment manager, an alternatives manager, a fund administrator, an insurance investment arm or a comparable investment organization. We are looking for people who already understand how an investment platform runs and who will not need the operating context explained to them.\n, • Proven negotiation experience with third-party service providers, including the ability to hold a position on liability, indemnification, data handling, termination and service credits while keeping the relationship workable.\n, • Strong stakeholder management skills and comfort operating with business owners, legal counsel, procurement and vendors at the same time.\n, • Excellent organizational skills and evidence of managing a portfolio of concurrent agreements against competing deadlines.\n, • Clear written and verbal communication, particularly the ability to explain a contractual issue and its practical consequences to a non-legal audience.\n, • Working experience with contract lifecycle management platforms and contract repositories.\n, • Ability to adapt as requirements shift, especially around data privacy, information security and third-party risk expectations.\n\n \n Preferred experience \n\n • Familiarity with any of the following agreement types: fund administration and accounting services, loan servicing or agency services, market and reference data licensing, order management and portfolio systems, or professional services and staff augmentation.\n, • Familiarity with software licensing and subscription models, including seat-based, enterprise, tiered and consumption-based pricing, and the entitlement and redistribution terms that come with market data agreements.\n, • Exposure to regulatory and third-party risk requirements relevant to financial services, including outsourcing and operational resilience expectations.\n, • Experience contracting with offshore or nearshore service providers.\n\n \n Qualifications \n\n • Bachelor's degree in business, legal studies or a related field, or equivalent work experience.\n, • 5 to 7 years of relevant experience in contracts, procurement or legal, specifically including commercial contract terms and third-party service agreements.\n, • Experience at an investment manager, fund administrator or comparable investment organization.\n\n

Family Office in Midtown, Manhattan is seeking an Accountant for a full-time position! \n \n Responsibilities: \n \n\n • Perform daily bookkeeping activities for multiple individuals, trusts and legal entities, including transaction entries and reconciliations\n, • Generate reports for tax department for tax return preparation\n, • Support Payroll Manager as needed for household payroll processing.\n, • Track and process payments related to real estate operations, private investments, household expenses, charitable donations and gifts\n, • Initiate and process domestic and international wires\n, • Assist with capital call and distribution processing for private equity fund investments, including calculating each member's pro-rata contribution, identifying funding sources, and initiating wire transfers for review and approval by CFO\n, • Tracking real estate expenditures and capital improvements.\n, • Reconcile bank accounts, credit cards, and investment activity\n, • Track and maintain accurate classifications of credit card expenses\n, • Maintain organized accounting files in accordance with internal policies\n, • Assist with ad hoc accounting tasks\n\n \n Qualifications: \n \n\n • Bachelor's Degreee\n, • Degree in Accounting is preferred\n, • 8+ years of bookkeeping or accounting experience\n, • Strong understanding of bookkeeping and general ledger fundamentals\n, • Experience processing wires and payments, including confirmation of wire instructions\n, • Proficiency with Microsoft Excel\n, • Ability to manage multiple priorities and multiple entities simultaneously\n, • Team player with excellent communication skills\n, • Prior experience in a family office a plus\n, • Experience using Archway or similar family office accounting systems\n, • Prior use of QuickBooks and Quicken a plus\n\n

Employer Summary: \n \n Octagon Credit Investors, LLC is a $31 billion asset manager specializing in broadly syndicated loans and high yield bonds (i.e., liquid credit), structured credit (CLO debt and equity), multi-asset credit, and direct lending strategies. Over our 30+ year history, Octagon has developed a rigorous investment process based on fundamental credit analysis, relative value positioning, and active risk management to generate attractive risk-adjusted returns for investors. Octagon counts major financial institutions, insurance companies, and pension funds around the globe among our largest investors. Through our various investment platforms, we seek to provide investors with differentiated access to the US below investment grade corporate credit and private credit markets. \n \n Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon and Conning are part of Generali Investments, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups. \n \n Currently comprising approximately 100 employees, Octagon strives to foster a team-based culture built upon communication, trust, accountability, and dedication to client partnership. Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. \n \n Position Summary: \n \n The Executive Assistant is responsible for providing general support and assistance to members of the Senior Leadership Team related to key administrative matters, client engagement initiatives, department activities, office operations, and personnel matters. \n \n The Executive Assistant will interact with a diverse group of internal and external stakeholders on behalf of the most senior members of the organization. Sound, professional judgment, etiquette, and strong prioritization skills are required in order to support and organize a diversified workload. The Executive Assistant’s core responsibility is to ensure that the highest level of support and related services are consistently provided. \n \n The Executive Assistant will work independently, and in conjunction, with members of senior leadership as well as additional members of the Octagon Administrative Support team. \n \n Essential Duties and Responsibilities: \n \n\n • Provide administrative support to senior leaders related to key administrative matters, client engagement initiatives, department activities, office operations, and personnel matters\n, • Maintain calendar appointments and reschedule meetings to coordinate internal and external meetings, avoid conflicts, and ensure smooth execution\n, • Coordinate travel arrangements including airfare, hotels, and car service\n, • Facilitate a bridge for smooth communication between internal and external stakeholders\n, • Provide guidance and support to Administrative Support team members\n, • Schedule and organize events such as meetings, conference calls, annual off-site, and other departmental activities\n, • Submit expense reports and maintain expense management platform, Concur, by serving as a system administrator\n, • Provide general administrative support (e.g., copying sensitive files, binding, answering calls, etc.)\n, • Plan and coordinate team meetings including preparation and circulation of meeting materials\n, • Provide onboarding and offboarding assistance related to employment matters\n, • Support Accounting team by conducting AmEx reconciliations, personal reimbursement payments, and vendor invoice management\n, • Ensure accurate maintenance of files and databases for efficient retrieval and disposition of documents\n, • Help answer questions pertaining to firm policies, day-to-day operations, and follow up with solutions/process improvement\n, • Proactively take on ad hoc projects and provide support for new business initiatives, as needed\n\n \n Areas of Knowledge, Skills, and Abilities/Qualifications: \n \n\n • 7+ years of Executive Assistant experience in a professional services firm or corporate environment\n, • A Bachelors’ Degree in a relevant field of study (degree in business-related field, a plus) or High School diploma/GED equivalent\n, • Strong familiarity with making travel arrangements and processing expense reports/reimbursements\n, • Ability to multi‐task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities)\n, • Understanding of the importance of strict confidentiality of internal/personnel affairs/client information\n, • Highly motivated, proactive team player with a positive attitude\n, • Outstanding reputation of professional integrity and maturity\n, • Excellent written and oral communication skills, strong analytical skills, and exemplary attention to detail\n, • Proficient with Microsoft Office Suite: Word, Outlook, Excel, and PowerPoint\n, • Ability and desire to learn and develop new skills\n, • Demonstrated ownership and accuracy of work product\n, • A self-starter who can multi-task and support multiple people with varied personalities\n\n \n Compensation and Benefits: \n \n\n • Competitive salary and eligibility for year-end performance-based bonus\n, • Medical, dental, vision, life, and disability insurance\n, • Commuter benefits\n, • 401(k) matching program\n, • Employee Assistance Program (“EAP”)\n, • Professional designation and licensure assistance\n, • Family support and leaves of absence\n\n \n Note: \n \n Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.

Chief Financial Officer (CFO) - Single Family Office \n \n Single Family Office located in midtown Manhattan is seeking a Chief Financial Officer. Responsibilities of the office include investing, accounting and tax management, estate planning, charitable giving, banking, and bill pay. The office is both an asset manager and a client-service organization. \n \n Reporting to the CIO, the CFO will be responsible for preparing, analyzing and managing the accounting and financial reporting for a wide range of investments (including public and private equity and credit along with allocations to outside investment managers) held by family-controlled entities that include individuals, trusts and foundations. This position is responsible for ensuring timely and precisely accurate accounting and reporting on both a tax and P&L basis. Responsibilities also include bill pay and a strong focus on tax advice/oversight/management. The office aims to instill a “best practices” approach to process in order to improve workflow, streamline reporting and enhance service delivery to the family. \n \n Responsibilities: \n \n\n • Oversee the day-to-day operations of the Family Office Finance & Accounting team.\n, • Oversee the timely and accurate preparation of financial and investment reports including tax reporting and investment P&L.\n, • Enhance balance sheet/net worth reporting; provide periodic financial reports for assets, cash flow and personal spending\n, • Oversee tax planning for the Family Office and its members, including both federal and state obligations. Identify and analyze tools for reducing tax liability, including New York PTET structure, management of charitable contributions, management of timing around realizations, etc. Plan for future tax obligations (e.g., estimated payments).\n, • Contribute original thinking on potentially advantageous structures for the Family Office (Lender’s, insurance wrappers, etc.) in consultation with relevant domain experts.\n, • Serve as the primary point of contact with outside tax preparers. Assist in information gathering and ensure recommended tax payments and filings are made on a timely basis; review all third-party prepared tax returns.\n, • Work closely with outside accountants, banks, investment custodians, third-party administrators, attorneys, and systems service providers to achieve various objectives.\n, • Work closely with external legal and tax teams around estate planning. Oversee implementation and management of structures necessary to achieve estate planning objectives.\n, • Bill payment and cash management; review check payments, ACH transfers, and bank wires.\n, • Review new account documents, including bank, brokerage, loan documents, and subscription and legal documents as needed.\n, • Prepare ad hoc reports by collecting, analyzing, and summarizing data.\n, • Prepare annual operating budget for Family Office.\n, • Oversee expense management for Family Office. Look for opportunities to improve operations and reduce costs.\n, • Supervise, train, and mentor staff.\n, • Maintain security by enforcing internal controls over cash and investment accounts. Remain current on “best practice” cash and banking security procedures and ensure they are incorporated in Family Office protocols.\n, • Provide cash management analysis and forecasting.\n, • Manage charitable giving and pledge obligations/cash flows from Family Office members including multiple foundations. Ensure proper record keeping and reporting.\n, • Oversee all books and records of the Family Office, including ensuring that all such documents are properly maintained on the centralized server.\n, • Ensure compliance with all tax, reporting and financial laws and regulations.\n\n \n Qualifications: \n \n\n • Bachelor’s Degree with an extended track record of accounting experience, preferably within a Family Office.\n, • CPA and/or MS, significant tax exposure strongly preferred.\n, • Strong technical accounting and financial reporting skills (including advanced proficiency in Excel).\n, • Ability and willingness to be both responsive and proactive.\n, • Strong attention to detail; highly organized and capable of managing multiple priorities.\n, • Strong verbal and written communication skills; even tempered with strong listening skills.\n, • Respectful, honest, discreet, and of high integrity.\n, • Ability to understand complex matters and explain to family members and office staff.\n, • Comfortable in a small office environment and possesses an entrepreneurial spirit.\n, • Experience with one or more general ledger accounting and portfolio accounting systems preferred; capable of overseeing vendor relationships including outside accountants and software/service providers.\n, • Demonstrated client service mentality.\n, • Ability to work within a team and to manage the Finance team.\n, • Ability to manage projects within a tight timeframe; willing to undertake additional responsibilities depending on office workflow.\n, • Able to rely on sound independent judgment and prior experience in supervising staff in an environment where flexibility and adaptability are required.\n\n

The CFO will serve as the principal's senior financial executive and strategic partner, with direct oversight of the family office's accounting, treasury, reporting, and investment operations. Given the principal's private equity orientation, this role requires fluency in fund structures, direct deal mechanics, and portfolio-level financial oversight — not just traditional family office accounting. \n \n The CFO will be the connective tissue between the investment side of the office and its financial/operational infrastructure. \n Key Responsibilities \n\n • Financial Oversight & Reporting — Own consolidated financial reporting across the family's investment entities, holding companies, and personal balance sheet. Deliver monthly/quarterly reporting on portfolio performance, liquidity position, and capital commitments to the principal.\n, • Private Equity & Direct Investment Support — Track capital calls, distributions, and carried interest across fund investments; support due diligence and financial modeling for direct/co-investment opportunities; monitor portfolio company performance and maintain investment-level books and records.\n, • Treasury & Liquidity Management — Manage cash flow forecasting and liquidity planning across a complex, illiquid-heavy asset base; coordinate capital call funding and distribution waterfalls; manage banking and lending relationships, including subscription lines and personal credit facilities.\n, • Entity & Structure Management — Oversee multi-entity accounting across LPs, LLCs, trusts, and holding structures used for fund investments and direct deals; ensure appropriate books and records are maintained for each vehicle.\n, • Tax & Estate Coordination — Partner with outside tax counsel and CPAs on entity-level and personal tax planning, K-1 review and coordination, and structuring for new investments; support estate and wealth transfer planning in coordination with outside counsel.\n, • Investment Operations — Build and maintain systems/processes for tracking commitments, unfunded liabilities, and performance across a fund and direct investment portfolio; evaluate and implement reporting/portfolio management technology as needed.\n, • Team & Advisor Management — Manage internal finance/accounting staff and serve as primary relationship owner for external fund administrators, auditors, tax advisors, and legal counsel.\n, • Strategic Advisory — Act as a trusted sounding board to the principal on new investment opportunities, capital allocation decisions, and overall balance sheet strategy.\n\n \n Qualifications \n\n • 10+ years of progressive finance leadership experience, with meaningful exposure to private equity — either within a family office managing PE/direct investments, a PE fund's finance function, or a fund administrator/institutional investor role.\n, • Strong working knowledge of fund structures, capital call/distribution mechanics, carried interest, and direct/co-investment deal flow.\n, • Experience with multi-entity consolidated reporting across LPs, LLCs, and holding company structures.\n, • CPA preferred; MBA a plus.\n\n

Job Description Location Brooklyn 11236 Schedule Monday-Thursday 3pm-11:30pm | Part-time Evening/PM shift | 32-hours Essential Job Functions with a disability to perform the essential duties unless this causes undue hardship to the agency.) DSP provide observations, evaluations, and reports to other team members to ensure and/or record an individual’s progress toward treatment/habilitation goals. In accordance with habilitative plans, they guide and teach individuals to develop skills required for a more independent lifestyle. Incumbents may take a lead role in one or more of the following duties within a work site. Duties may be performed in several or all of the following areas: Personal Care • Teaches and reinforces accepted infection control and personal grooming techniques; assists in bathing, dental care, hair and nail care, personal hygiene, toileting, incontinence care, menstrual care, and grooming routines as necessary., • Teaches and assists individuals in dressing, clothing selection, storage, laundering and repair of clothing and accessories; helps them to shop for clothing., • Teaches and assists in proper use and care of shavers and razors, eyeglasses, hearing aids, prostheses as prescribed by appropriate medical practitioner., • Administers and teaches individuals first aid treatments; administers cardiopulmonary resuscitation techniques and performs other health-related techniques as required., • Takes, records, reports temperatures, blood pressures, pulse rate, weight, and other significant symptoms/health-related occurrences; aids developmentally disabled individuals in understanding, recording, and reporting such factors., • Maintains confidentiality of information., • Reports unusual incidents and physical or behavioral symptoms promptly and accurately to the supervisor., • Applies valid and accepted limits for inappropriate behavior and helps control and restrain individuals with challenging behaviors in their care., • Administers prescribed medications and treatments; teaches, observes, reports problems and progress in self-administration of medications programs; assists individuals in achieving more independence in administration of medications; teaches use of skin care lotions, topical ointments, eye and ear drops and assists in their use as needed., • Accompanies individuals to medical, dental, and other health-related appointments; delivers prescriptions to pharmacy, takes medication to home site and logs same; and instructs and observes individuals in use of those substances. Food Preparation, Mealtimes • Assists individuals in eating who cannot feed themselves independently., • Teaches individuals to eat in a family-style setting; models and teaches mealtime socialization skills., • Teaches and assists individuals to plan, shop, store, prepare and serve meals using currently accepted nutritional standards; and to clean kitchen and dining areas, and dispose of leftover food safely. Maintaining the Environment Under the direction of the appropriate level supervisor, the DSP performs various tasks and duties to assure that the living environment is properly maintained and kept in a clean, neat and orderly condition. • Performs/teaches developmentally disabled individuals routine housekeeping duties such as dusting, washing floors and walls, cleaning bathrooms, and vacuuming rugs., • Assists developmentally disabled individuals in bed making., • Follows safety procedures in living unit by mopping up spills, reporting unsafe conditions, teaches and reinforces fire safety procedures. Checks to see that fire exits are clear, night-lights and exit signs on, windows locked, etc., • Stores supplies and assures that storage areas are kept in a neat and orderly condition., • Responsible for storage and replacement of linens., • May assist in various household inventories., • Performs/teaches minor and routine maintenance tasks such as changing light bulbs, fuses, replacement of faucet washers; and obtains repair services for appliances., • Performs/teaches routine removal of trash, cleaning of trash containers, ashtrays, etc., • Teaches/performs outdoor maintenance tasks and repairs of residence, yard, garden, walks; reports need for or obtains repair services for automobiles, vans, mowers, etc., • Checks fire equipment and reports any malfunction., • Conducts fire drills following the fire evacuation plan. Individual Development, Personal Interests • Teaches and reinforces use of a variety of communication skills., • Guides individuals through motor exercises designed to increase physical coordinative functions., • Teaches and reinforces principles of human growth and development, including human sexuality, as determined by each person's developmental level and program plan., • Teaches acceptable work habits, e.g., punctuality, dress and grooming, to enable individuals to develop readiness for work outside the home, or in support of individuals' habilitative goals., • Accompanies developmentally disabled individuals to community activities including worksites, cultural, religious and social events, day programs, and visits to health practitioners; aids them in developing awareness and use of community resources and in interacting with others., • Provides support for maximum community integration., • Transports/arranges for transport of individuals to community events; and aids them in development of their mobility skills., • Maintains an adequate supply of and accounting of personal clothing and possessions., • Teaches money management principles to developmentally disabled individuals; and completes/aids in completion of banking activities., • Provides an accurate accounting of all financial transactions made on behalf of individuals in their care., • Helps developmentally disabled individuals to develop/maintain positive interpersonal relationships with their peers, with others in their families, and with others in the community. Aids in explaining feelings, resolving conflicts, teaching/reinforcing acceptable means of dissipating frustration, and anger., • If pets are in the home, teaches/assists with their feeding, grooming, and care., • Teaches/supervises/participates in a variety of leisure and recreational activities, crafts projects, seasonal and permanent home decoration; assists in planning, supervising and conducting holiday celebrations selected by residents and staff., • May accompany developmentally disabled individuals to dances, camping trips, swimming, horseback riding, basketball, or other sports; assists in selection and teaching of appropriate community inclusion leisure activities., • Aids in the selection, purchase, care and use by developmentally disabled individuals of age appropriate personal belongings. Participating as Program Planning Team Member • Observes and reports on behavior and specific responses to programming, medication, interpersonal relationships, etc., • Actively participates at staff meetings by communicating observations concerning progress and reaction to various therapy programs., • At meetings, may suggest alternative programs or procedures based on experience with the individual’s habilitation plan., • Records all significant behavioral responses in prescribed format., • Participates in the development of individual program and habilitation plans., • May be asked to assist in the orientation and training of other staff., • Other duties that may be assigned Communication • As members of the Program Planning Team, DSP communicate with other direct care staff or with supervisory or clinical staff for the purpose of sharing information and obtaining direction for specific assignments. They also communicate with the developmentally disabled individuals in their care, their families and others who meet them. Essential Knowledge, Skills and Abilities • Knowledge of policies and procedures of OPWDD, as well as state and federal regulations as they apply to the care and treatment of the developmentally disabled., • Knowledge of active treatment programs as they relate to the developmentally disabled., • Currently AMAP certified or able to become certified within six months of hire., • Currently SCIP-R certified or able to become certified within six months of hire., • Currently CPR and First Aid certified or able to become certified within six months, • Ability to operate a motor vehicle safely Qualifications and Experience • High school diploma or GED or possess a Direct Support Professional (DSP) Certificate from an accredited public or private organization and the ability to provide direct services to adults with developmental disabilities. Related experience is desirable. Current clean New York State driver's license might be required depending on the shift. Preferred Education and/or Experience • Direct Care experience with people with mental and/or physical disabilities. AMAP, SCIP-R, CPR/SFA certified. #ICLother

Katten is a full-service law firm with approximately 650 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. \n \n Billing Specialist \n Under the general direction of the Billing Manager and according to established Firm policies and procedures, the Billing Specialist is responsible for administering daily billing operations, including accurate cash application and the preparation, review, and submission of client invoices and e-bills. Working closely with attorneys and clients, the Billing Specialist applies client billing guidelines, resolves billing issues, and ensures accurate, timely billing. This position involves substantial interaction with attorneys, including Capital Partners, and clients and requires strong communication skills. Maintains professionalism and strict confidentiality in all client and Firm matters. \n \n Ability and availability to work from November 15th through January 31st preferably with minimum scheduled time off (excluding medical/family emergencies) in order to meet billing, e-Billing and collection deadlines at year-end. \n \n Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). This role requires 2 days of onsite presence each week. Tuesday is required, and the other day can be Wednesday or Thursday. \n \n Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Regular and predictable attendance is an essential function of the position. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. \n\n • Manage a diverse portfolio of billing assignments for partners and other attorneys, independently handling a broad range of billing requirements while exercising sound judgment and discretion.\n, • Prepare, review, revise, and finalize client invoices. Conduct pre-bill reviews to verify billing accuracy, identify non-billable entries in accordance with client billing guidelines, and proactively resolve billing discrepancies prior to attorney review.\n, • Perform detailed analyses of billing discrepancies and account variances, reconciling misapplied funds, resolving billing exceptions, and ensuring compliance with Firm policies and client billing requirements.\n, • Partner directly with attorneys and Legal Executive Assistants/Legal Administrative Assistants to prepare and edit client invoices.\n, • Liaison with partners and clients regarding billing and payment activities, reconciliation of payments to billings, and facilitation of compliance with client legal service provider requirements and outside counsel guidelines.\n, • Utilize Firm billing and accounting systems to compile, analyze, reconcile, and maintain accurate billing data while ensuring adherence to Firm policies, procedures, and internal controls.\n, • Demonstrate a working knowledge of e-billing by maintaining matter-level information, navigating client and third-party e-billing platforms, and resolving routine e-billing issues, including invoice rejections and resubmissions. Submit electronic invoices, monitor invoice status through client approval, and revise and resubmit invoices in accordance with client billing guidelines and requests.\n, • Analyze client billing guidelines to proactively identify potential issues, minimize billing delays, and maximize successful invoice submission and collection outcomes.\n, • Conduct comprehensive reviews of draft invoices to identify non-billable entries, guideline compliance concerns, billing inconsistencies, and opportunities to improve realization and collection performance.\n, • Support Team Billing activities by collaborating with attorneys and administrative personnel to prepare accurate and timely invoices, address billing questions, resolve billing discrepancies, and ensure adherence to client billing guidelines and service expectations.\n, • Collaborate with the Accounting Department, as needed to research and the appropriate application of client payments against outstanding invoices while resolving payment discrepancies.\n, • Perform periodic reviews of aged work-in-process (WIP) to identify outstanding issues in accordance with Firm guidelines. Prepare recommendations for attorneys regarding WIP write-offs, obtain the necessary approvals, or document business justification for retaining aged WIP balances.\n, • Create detailed Excel reports and spreadsheets for attorneys to support client-specific needs, facilitate informed decision-making, and promote positive client relationships.\n, • Maintain comprehensive billing notes and detailed client profiles documenting billing preferences, submission requirements, special handling instructions, client specific guidelines and collection considerations to ensure consistency and continuity of service.\n, • Assist the Billing Manager with special projects, including periodic billing and collection initiatives, process improvement initiatives, testing and implementation of billing system enhancements as assigned.\n\n \n Knowledge, Skills, and Abilities \n\n • Bachelor’s degree is required and 3 or more years progressive billing/e-billing experience preferably in a large legal or professional services firm is required; or equivalent combination of education and experience. Demonstrated experience supporting partners or attorneys with diverse portfolio of billing assignments is preferred. Knowledge of Elite, Aderant, CMS, or comparable legal billing systems, along with experience using multiple e-billing platforms (Billblast, eBillingHub, etc.).\n, • Computer proficient with experience and working knowledge of Microsoft Office (Word / Excel), Outlook and Adobe.\n, • Analytical skills requiring an aptitude for detail and accuracy in order to conduct analysis of complex client billing problems, reconciliation of billing related issues, ability to multi-task with numerous reports simultaneously.\n, • Exhibit high degree of initiative in order to manage multiple priorities in a fast-paced, deadline-driven, detail-oriented work environment, and ensure work is completed within strict deadlines. Proactive with excellent troubleshooting, problem resolution, and follow-through skills.\n, • Excellent interpersonal, verbal and written communication skills. Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts.\n, • Excellent organizational skills including record keeping, data collection, and system information. Ability to compile and analyze data and furnish information in report/Excel format, written correspondence, e-mail, or verbally.\n, • Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment. Ability to act independently and make decisions within scope of the position’s responsibilities.\n, • Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, verifying numerical data, processing complex client billing, preparing various billing reports, reconciling appropriation of account funds, and processing write-offs.\n, • Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare complex client billing, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance.\n, • Ability to occasionally retrieve and distribute files, written documentation, or office supplies weighing up to 10 pounds.\n, • Work occasionally requires more than 35 hours per week in New York to perform the essential duties of the position. Ability to work overtime when required at month-end and year-end in order to process heavy volume of client billing.\n\n \n The annualized salary range for this position is $90,000 to $100,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law. \n \n We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies. \n \n Katten Muchin Rosenman LLP 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, disability, or status as a protected veteran.

Senior Fund Controller \n \n The Role: \n Harbourview Equity Partners is looking to hire a Senior Private Equity Fund Controller to join our team in our Newark, NJ global headquarters. \n \n What You will do: \n Have you always wanted to work with a diverse team on interesting projects in a dynamic and fast-growing firm?Are you currently siloed and/or performing the same monotonous tasks every day? \n If so, this is the perfect opportunity for you. We are looking to add a member to our finance team who will thrive in a role that promises growth, challenges, and the opportunity to make a significant impact within a forward-thinking organization that respects work-life balance. \n You will work directly with our fund controllers, assisted by the VP of Finance and with an ultimate reporting line to the CFO. In this multifaceted position, you will not only drive accounting processes and accurate reporting, but also work with various teams such as investments, investor relations, legal, business development and operations. \n Your contributions will range from review of work done by our fund admin (monthly fund NAV packages, subscriptions, expenses) to working with our finance and investor relations team on investor communications. You'll be instrumental in leading and managing the processes of sending out capital calls, distribution notices, and preparing accurate calculations of management fees and performance metrics such as IRR. You will also be assisting our fund admin and other members of the finance team with the preparation of financial statements for various entities, both for our funds and the management company, and finalizing those financial statements as part of our annual audits. \n Beyond daily activities, this role’s focus is truly on innovation and continual, gradual improvement; from revising financial models to be more streamlined to creating ad-hoc analyses and spearheading special projects, your insights will assist the broader team in our making informed and timely decisions and setting clear strategic objectives. \n In addition to the above, you will also gain exposure on the management company side, including the payment and tracking of invoices and allocation of expenses amongst various entities. \n \n Qualifications: \n\n • 10+ years of experience in the alternative investment management industry, with a strong blend of private equity and hedge fund, credit, or other monthly-close fund experience\n, • Experience supporting evergreen or semi-liquid fund structures (or comparable vehicles such as publicly traded BDCs, interval funds, or NAV-based products) is a strong plus\n, • Familiarity with financial reporting frameworks associated with SEC-registered or publicly traded vehicles, including experience with 10-K and 10-Q style reporting, is a plus\n, • Experience defining problems, collecting data, establishing facts, drawing valid conclusions, and competently driving solutions\n, • Excellent knowledge of GAAP\n, • Proficiency with Microsoft Excel and QuickBooks\n, • Strong attention to detail\n, • Degree in Accounting, Finance, or Business (Business Degree must be combined with hands-on finance or accounting experience)\n, • CPA (preferred)\n, • Public Accounting experience (preferred)\n, • Growth mindset highly desired\n, • Ability and willingness to work on-site in Newark, NJ three days every week\n\n \n About HarbourView Equity Partners \n \n Headquartered in Newark, NJ, HarbourView Equity Partners is a multi-strategy, global investment firm focused on esoteric investment opportunities in the entertainment and media space. We focus on equity and equity related investment opportunities that are supported by several factors including long duration revenue streams, resilience to broad economic downturns, and iconic intellectual property that withstands the test of time. \n \n HarbourView is a long-term investor in content with an industrial platform built to protect, optimize and enhance the legacy of premium IP. \n \n At HarbourView, we believe creators deserve a seat at the table, creatively and economically, to own their narrative and maximize value for all. \n \n Our Values \n \n Integrity. We require equity, authenticity, and radical transparency from our people which creates a virtuous circle of trust and enables our best ideas to prevail. \n \n Intellectual Curiosity. We challenge ourselves to defy conventional wisdom, emboldened by the curiosity of an unvarnished eye, allowing us to see opportunities that others do not yet see. We are bold enough to lead and have a track record of being first. \n \n Impact. Our people show up authentically, as they are, from various professional and personal journeys to drive differentiated outcomes for ourselves, our community and our investors. We come together to with a purpose to drive impact with every dollar invested. \n

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. \n \n Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. \n \n Overview \n East West Bank is currently seeking a Team Manager for our CRE team in NYC to initiate and develop new deposit and commercial lending relationships and close sales of deposit services and loans. Actively partner with RM's and other EWB sales professionals in the Commercial Banking, Commercial Real Estate, Private Banking and Middle Market segments to acquire, expand and retain targeted customer relationships. Responsible for achieving target deposit and loan goals, manage a team of RM(s) to expand and grow existing portfolio by performing the following duties. \n \n Responsibilities \n Contribute and lead the existing Commercial Real Estate Lending team success annual sales & revenue plans by: \n\n • Closing Deposit sales and loans.\n, • Actively prospects new customers and penetrates the existing client relationships.\n, • Assumes the overall responsibility to conduct due diligence, assess the risks and structure the credit facilities.\n, • Participate in client meetings & proposals.\n, • Initiating Deposit sales independently through prospecting and projects/initiatives.\n, • Encourage and lead team of RM(s) and PM(s) to acquire new relationships and deepening existing ones.\n, • Lead client meetings & author client proposals. Collaborate with appropriate EWB Bank partners.\n, • Aggressive calling program targeting Controllers, Property managers, and 1031 Exchange, title and escrow companies, HOA, fiduciary segments for new business growth of all existing relationships. Responsible for carrying out targeted deposit generating strategies.\n, • Preparing documentation and following through for proper booking, of sales credit, checkbooks, etc. Following-up with customers to ensure satisfaction.\n, • Provide first-point-of-contact support for Deposit related and other non-credit matters for RM customers and customers who self-select to contact the incumbent.\n, • Act as an expert advisor for the clients. Resolve client requests and/or issues independently.\n, • Maintain databases and results tracking as needed to support the Division's sales of Deposit products and growth.\n, • Make presentations to Division employees, Division Managers, and senior management regarding Deposit.\n, • May perform other duties as assigned.\n\n \n Qualifications \n\n • Bachelor's Degree in Finance, Accounting, Management, Marketing or 15+ years equivalent work experience in lieu of degree.\n, • Minimum of 15 years sales/financial services experience.\n\n Masterful at Commercial Real Estate relationship building, structuring, leading portfolio and sales teams, and business development with strong influential and decision-making skills. Must be familiar with local Real Estate laws, title/escrow, foreclosure and workout structuring. \n\n • Demonstrated business acumen with knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services\n, • • Excellent communication skills with all levels of external and internal clients\n, • • Very strong written and verbal communication skills.\n\n \n \n Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. \n \n\n • Bachelor’s degree in finance, management or a related field.\n, • Completion to a corporate or other formal credit training program is preferred\n, • 10+ years of relevant CRE business experience\n, • Diverse underwriting, credit structuring, and bank product knowledge\n, • Must have demonstrated track record to sell and build relationships with C-level executives\n, • Demonstrate high level of expertise in sales, networking, negotiation, business acumen, relationship building and execution of responsibilities\n, • Possess strong interpersonal, verbal and written communication skills\n, • Have the flexibility to travel\n, • Be a critical thinker, capable of developing strategy and making recommendations to management for advancement of bank’s objectives\n\n \n Compensation \n \n The base pay range for this position is USD $200,000.00/Yr. - USD $275,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location. \n East West Bank 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, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.

Katten is a full-service law firm with approximately 650 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. \n \n Senior Pricing Analyst \n Under the general direction of the Director of Revenue and in accordance with established Firm policies and procedures, the Senior Pricing Analyst supports the Firm's strategic pricing, profitability, and financial analysis initiatives. This role partners with Finance, Business Development, Billing, and attorneys to develop pricing analyses, financial models, and alternative fee arrangement proposals that support the Firm's pricing strategy and client service objectives. \n \n The Senior Pricing Analyst leads the preparation of pricing analyses, financial models, client pricing proposals, and Requests for Proposal (RFP) responses; analyzes pricing methodologies and alternative fee arrangements; supports the development and enhancement of pricing tools, reporting, and processes; and serves as a subject matter resource for pricing-related initiatives across the Firm. The Senior Pricing Analyst demonstrates strong analytical capabilities, business judgment, project management skills, and maintains the highest level of professionalism and confidentiality in all client and Firm matters. \n \n Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). This role requires 2 days of onsite presence each week. \n \n Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Regular and predictable attendance is an essential function of the position. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. \n\n • Serve as a subject matter resource for pricing-related requests and provides guidance on complex pricing analyses, reporting, and data inquiries from attorneys and internal Business Professional departments.\n, • Develop and evaluate complex pricing models to assess proposed fee arrangements, pricing strategies, alternative pricing scenarios, and potential financial impacts.\n, • Lead the preparation of pricing narratives, financial analyses, and responses for Requests for Proposal (RFPs) and client proposals, including pricing methodologies, staffing structures, efficiency initiatives, and financial monitoring approaches.\n, • Collaborate with Finance and other business departments to gather, validate, and interpret financial and matter data required to support pricing recommendations and client proposals.\n, • Analyze pricing methodologies, alternative fee arrangements, and Firm pricing trends to identify opportunities for process improvement and enhanced pricing strategies.\n, • Prepare and present recurring and ad hoc pricing reports, trend analyses, and insights to support strategic decision-making.\n, • Monitor, evaluate, and summarize information from external pricing, legal technology, and market intelligence platforms to inform pricing strategies and alternative fee arrangement decisions.\n, • Lead the development, maintenance, and enhancement of pricing templates, financial models, reporting tools, and other resources that support pricing proposals, RFPs, and Firm pricing initiatives.\n, • Monitor the performance of alternative fee arrangements and other pricing agreements, identifies trends and variances, and collaborates with Finance and other stakeholders to support recommendations and continuous improvement.\n, • Support the implementation and enhancement of pricing, proposal, and financial reporting systems and technology tools, including requirements gathering, testing, and user adoption.\n, • Establish and maintain pricing documentation, processes, and best practices to promote consistency, accuracy, and scalability across the Firm.\n, • Provide guidance and mentor junior team members and contribute to the continuous improvement of pricing operations and analytical capabilities.\n, • Performs other duties and special projects, as assigned.\n\n \n Knowledge, Skills, and Abilities \n\n • Bachelor’s degree in accounting or finance is required, with four or more years of relevant work experience. Knowledge of general accounting principles and advanced knowledge of Elite, Aderant, or CMS. Demonstrated experience supporting partners or attorneys with complex, high-volume practices.\n, • Computer proficient with experience and working knowledge of Microsoft Office (Word / Excel), Outlook and Adobe.\n, • Proven ability to interpret and administer complex client billing guidelines, alternative fee arrangements, consolidated billing structures, and multi-office client relationships.\n, • Analytical skills requiring an aptitude for detail and accuracy to conduct analysis of complex client pricing problems and ability to multi-task with numerous reports or deadlines simultaneously.\n, • Exhibit high degree of initiative to manage multiple priorities in a fast-paced, deadline-driven, detail-oriented work environment, and ensure work is completed within strict deadlines. Proactive with excellent troubleshooting, problem resolution, and follow-through skills.\n, • Excellent interpersonal, verbal and written communication skills. Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts.\n, • Excellent organizational skills including record keeping, data collection, and system information. Ability to compile and analyze data and furnish information in report/Excel format, written correspondence, e-mail, or verbally.\n, • Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment. Ability to act independently and make decisions within scope of the position’s responsibilities.\n, • Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, verifying numerical data, processing complex client pricing and preparing various reports.\n, • Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare complex client billing, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance.\n, • Ability to occasionally retrieve and distribute files, written documentation, or office supplies weighing up to 10 pounds.\n, • Work occasionally requires more than 35 hours per week in New York to perform the essential duties of the position.\n\n \n The annualized salary range for this position is $115,000 to $125,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law. \n \n We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies. \n \n Katten Muchin Rosenman LLP 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, disability, or status as a protected veteran.

The Opportunity \n We are a founder-owned luxury transportation company, operating an asset-light model across multiple entities and states. We’re ready to add a Controller who brings deep technical accounting expertise, proven process optimization, and the drive to build infrastructure that supports the next stage of the company’s growth. \n You will report directly to the CFO and work closely with an established accounting team that knows the business well. We are looking for a technical accounting partner who can own the close, lead the audit relationship, and bring structured process where it’s needed. You’ll earn autonomy quickly here: the expectation is a structured ramp-up, then the freedom to run. \n What You’ll Own \n Financial Reporting & Close Management \n\n • Own the full monthly, quarterly, and annual close process; work with the existing accounting team to drive continuous improvement in close timelines and accuracy\n, • Prepare and present financial statements in accordance with US GAAP, with particular attention to revenue recognition across service types, multi-entity consolidation, and contractor/vendor accounting\n, • Build and maintain the company’s accounting policy documentation, working with the team to codify the institutional knowledge and practices\n, • Produce management reporting that gives the CFO and ownership clear, actionable insight — not just numbers, but narrative\n\n General Ledger & Internal Control \n\n • Maintain and improve the general ledger in Workday Financials; own the chart of accounts, intercompany entries, and elimination processes across multiple entities\n, • Assess the current state of internal controls and develop a practical, right-sized control framework — one that protects the company without creating bureaucracy that slows a fast-moving business\n, • Identify and implement process improvements that reduce manual work\n, • Serve as the primary day-to-day contact for external auditors; manage the audit timeline, prepare schedules, and resolve questions efficiently\n, • Coordinate with outside tax advisors on federal and multi-state filings, ensuring the accounting team provides clean, timely data; flag tax-relevant transactions proactively\n, • Prepare support for the founder’s related entities, working with external advisors as needed\n, • Lead a team of 1–3 accounting professionals; set clear expectations, develop skills, and build on the team’s existing strengths to handle growth without simply adding headcount\n, • Foster a culture of accuracy, curiosity, and continuous improvement. Technology & Process Modernization\n, • Serve as the functional owner of Workday Financials from an accounting perspective; partner with IT and operations to optimize configuration, reporting, and integrations\n, • Evaluate and recommend tools that complement Workday — whether for expense management, AP automation, close management, or analytics — with a bias toward reducing repetitive work so the team can focus on judgment and analysis\n\n Who You Are \n Required \n\n • CPA license (active)\n, • 5+ years of progressive accounting experience, with a meaningful portion in external audit and subsequent experience in a corporate/industry Controller or senior accounting role\n, • Deep working knowledge of US GAAP, particularly revenue recognition (ASC 606), multi-entity consolidations, and intercompany accounting\n, • Hands-on experience managing a monthly close process end to end and serving as the primary audit liaison\n, • A management style that is direct, organized, and development-oriented. You should be comfortable holding people accountable while investing in their growth.\n\n \n Strongly Preferred \n\n • Experience in a services, transportation, or other asset-light business model. The revenue recognition and cost structure patterns in these industries translate well\n, • Working knowledge of Workday Financials, including module configuration, report building, and integration management\n, • Exposure to founder-owned or closely held private companies, where you understand the dynamics of working with ownership directly and navigating related-entity considerations with appropriate discretion\n, • Experience with ERP systems at an administrative or power-user level. We run Workday Financials, but we are more interested in your ability to learn and optimize a system than in whether you’ve used this specific one. If you’ve been a strong user of NetSuite, SAP, Oracle, Sage Intacct, or a comparable platform, you’ll adapt.\n, • Multi-entity and multi-state accounting experience. We operate across state lines and support related legal entities — you need to be comfortable with consolidation complexity and varied compliance requirement\n, • Demonstrated comfort with technology modernization — you’ve led or contributed to an ERP migration, automation initiative, or process overhaul in a prior role\n, • Familiarity with AI-powered accounting tools or a clear point of view on where automation should replace manual effort in the close, reconciliation, and reporting cycle. This is increasingly table stakes for the profession, and we want someone who leans forward on it\n\n \n What Will Make You Successful \n\n • Here Beyond the technical requirements, we’re looking for a specific type of professional\n, • You are a self-starter who doesn’t need to be managed closely. The CFO will invest time in onboarding you and building the relationship, then expects to step back. You should be energized by that autonomy, not anxious about it\n, • You know when to check in and when to run. Not every decision needs approval, but some do. You have the judgment to know the difference, and you communicate proactively when something is heading off-track rather than waiting to be asked\n, • You will challenge ideas constructively. We want your perspective, especially when you see risk or disagree with a direction. What we value is someone who raises concerns directly and supports them with evidence — then commits fully once a decision is made\n, • You bridge the technical and the practical. The leadership team understands the business deeply. Your value-add is connecting business knowledge to the accounting and reporting implications — explaining complex treatments and risks in clear, accessible terms\n, • You take ownership of problems, not just tasks. When something needs fixing — a process, a reconciliation, a deadline — you don’t just flag it. You come with a recommendations\n\n What the First 90 Days Look \n\n • Like We don’t expect you to transform the function in your first quarter. We do expect you to Immerse yourself in the business — understand how we generate revenue, where cash moves, who our key partners and vendors are, and how the operational model connects to the financials\n, • Conduct a thorough assessment of the current state of the books, the close process, internal controls, and the Workday configuration. Produce a written evaluation with a prioritized improvement plan\n, • Build relationships with the external audit partner, outside tax advisor, banking contacts, and key internal stakeholders.\n, • Lead at least one close cycle start to finish, identifying friction points and quick wins.\n\n \n Work Environment & Logistics \n\n • We are an in-person-first organization. We believe that proximity matters — especially during your first several months when relationship-building and hands-on assessment of our processes require being in the room. That said, we are adults. Periodic remote work to accommodate life is expected and supported; we simply don’t operate on a permanent hybrid or remote schedule. This role may involve occasional travel to other company locations.\n\n \n Salary: On-Target Earnings: $150,000 based on experience and competency. \n \n Work Authorization \n Applicants must be legally authorized to work in the United States and maintain valid work authorization throughout their employment. This position is not eligible for employer-sponsored work authorization or visa sponsorship now or in the future. Employment is contingent upon successful completion of Form I-9 employment eligibility verification.

Firm: Private Equity Fund \n Location: NYC \n \n Responsibilities Include: \n\n • Prepare and review quarterly and annual financial statements for fund entities and management company in accordance with U.S. GAAP\n, • Maintain general ledger accounting for fund and management company entities, including journal entries, accruals, and reconciliations\n, • Calculate and process capital calls, distributions, and management fee billings\n, • Support quarterly NAV calculations and partner capital account allocations\n, • Assist with the preparation of quarterly investor reports, capital statements, and ad hoc LP requests\n, • Support the annual audit process, including preparation of audit schedules and liaising with external auditors\n\n \n Preferred Qualifications: \n\n • 3-6+ years of fund accounting experience\n, • CPA Preferred\n\n \n 49679

I’m working on a highly analytical compensation-focused opportunity with a leading investment management firm in New York. \n \n This is a strong fit for someone with 2+ years of experience in financial services who enjoys working with sensitive data, compensation reporting, recurring processes, and detailed analysis for senior stakeholders. \n \n The role sits within a Management Reporting team and will support compensation-related reporting, modeling, analysis, and broader management company reporting. \n \n Responsibilities will include: \n • Supporting recurring compensation reporting, reconciliations, and data preparation \n • Assisting with compensation modeling, variance analysis, and trend reporting \n • Preparing accurate reporting packages and analysis for internal stakeholders \n • Working with accounting, finance, operations, and compensation-related data \n • Helping improve existing reporting processes, workflows, and analytical tools \n • Supporting ad hoc analysis tied to compensation planning and management company economics \n • Handling confidential information with discretion and strong attention to detail \n \n Qualifications: \n • 2+ years of experience in financial services, investment management, asset management, banking, private equity, hedge funds, or a related environment \n • Exposure to compensation, total rewards, incentive compensation, bonus planning, accounting, finance operations, or management reporting \n • Strong Excel skills and comfort working with large data sets \n • High attention to detail and ability to manage recurring deadlines \n • Strong academic and professional track record \n • Excellent communication skills and ability to work across teams \n • Interest in compensation, financial analysis, reporting, and process improvement \n \n This is a great opportunity for someone early in their career who wants to build deeper experience around compensation, management reporting, and senior leadership analysis within a sophisticated financial services platform. \n \n Please reach out directly if this sounds relevant or if you know someone who may be a fit.

Controller - NYC Endowment \n \n \n \n A global endowment located in NYC is seeking a Controller to join their team. The Controller will be a key member of a small, collaborative team responsible for the accounting and financial reporting of the endowment and related entities. This is a hands-on role with broad exposure across accounting, audit, governance, and operational support.\n \n Responsibilities:\n\n • Lead monthly, quarterly, and annual accounting activities, including journal entries, reconciliations, and financial statement preparation\n, • Ensure reporting is maintained in accordance with U.S. GAAP and internal policies\n, • Oversee and review third-party fund administrators and accounting providers\n, • Serve as primary liaison for audit and tax matters\n, • Coordinate audit committee materials, governance documentation, and meeting deliverables\n, • Identify financial reporting risks and recommend process improvements\n, • Support vendor management and operational initiatives\nQualifications:\n\n, • BA/BS degree in Accounting \n, • CPA preferred\n, • 5+ years of relevant accounting experience (investment, fund, endowment, or financial services)\n, • Strong knowledge of U.S. GAAP\n, • Proficiency in Excel; familiarity with systems such as QuickBooks, Dynamo, BNY, TPM/Caissa, or Private I is a plus\n, • Knowledge of asset allocation and alternative investments preferred \n \n\n Compensation: $160-180K base plus bonus and strong benefits. \n This role also offers a hybrid in-office work schedule. If you're an ambitious accounting professional looking to join a collaborative, growth-focused environment, please email Chuck Abba at cabba@daleyaa.com. \n \n \n

Our client is a global bank. They seek a Director, Broker Dealer Controller to join their Jersey City, NJ office. \n \n Responsibilities \n\n • Direct month-end close and financial reporting processes to ensure accuracy, timeliness, and compliance with US GAAP, IFRS, and regulatory standards\n, • Lead a multi-location accounting team supporting U.S. broker-dealer and affiliated entity financial operations\n, • Validate revenue, expense, and balance sheet reporting to ensure accurate financial statement presentation under US GAAP and IFRS\n, • Collaborate with head office finance control teams to support reporting, controls, and disclosure requirements\n, • Liaise with regulators, external auditors, and internal audit teams to manage inquiries and ensure the timely resolution of audit matters\n, • Oversee all internal and external audit activities, including coordination, deliverables, and closure of audit findings\n, • Strengthen internal control frameworks and governance structures to maintain audit readiness and regulatory compliance\n, • Monitor adherence to policies, procedures, and reporting requirements across U.S. broker-dealer entities\n, • Advise on complex transactions, new products, and accounting standards in partnership with cross-functional stakeholders\n, • Drive finance transformation initiatives, including ERP enhancements, automation, analytics, and AI-enabled process improvements\n\n \n Requirements \n\n • 10+ years relevant experience\n, • Combo or private experience\n, • Experience with financial products across capital markets, wealth management, and retail banking\n, • In-depth experience and knowledge of IFRS and GAAP accounting requirements\n, • Strong understanding of regional and global P&L reporting\n, • General understanding of SEC and FINRA regulatory reports\n, • CPA is preferred\n, • Series 27 is a plus\n\n \n JobID: 48363

Position: Senior Associate, Fund Accounting \n \n Location: New York, NY (on-site 5 days/week) \n \n Reports to: Vice President, Fund Accounting \n \n Position Summary: \n The Associate of Fund Accounting is a key role within the Operations department and will be responsible for daily fund operations and overseeing the accounting and financial reporting of a portfolio of complex private equity funds within Wafra’s Alternative Investment Division. The Fund Accounting Senior Associate will be responsible for daily fund operations and overseeing the accounting and financial reporting prepared by external fund administrators for a group of private equity funds, funds of hedge funds, or hybrid funds (“Private Funds”). This role will also be responsible for analyzing financial data, performing various reconciliations, and preparing support for the fund’s business activities. \n \n Duties and Responsibilities: \n\n • Perform reviews over NAVs prepared by external fund administrators and verify investment positions and accuracy of transactions for a portfolio of complex private equity funds\n, • Review fund governing documents, offering documents, subscription documents, side letters, and investment management agreements to ensure proper application of fund terms\n, • Assist with review and validation of management fees and waterfall calculations to ensure their accuracy and compliance with fund governing documents\n, • Monitoring of investment transactions, preparation of portfolio track record and analysis\n, • Review ILPA compliant capital call and distribution notices, investor capital statements, and quarterly reports to investors\n, • Perform review of financial statements and footnotes, ensuring consistency with relevant reporting framework\n, • Perform carried interest allocation, analytics on carried interest movement, understand carried interest terms such as distribution waterfall and GP clawback\n, • Ad-hoc reporting and deliverables\n\n \n Requirements: \n\n • CPA/CA is required\n, • BA/BS in Accounting or Finance\n, • Minimum 3-7 years of fund accounting experience/audit experience in private equity\n, • BS/MS degree in Accounting or Finance\n, • Detail-oriented, strong organization and communication skills with a demonstrated ability to communicate and work with colleagues at different levels\n, • Solutions based mentality and approach to problem solving\n, • Ability to thrive in a fast-paced, growing environment\n, • Proficient with Microsoft suite of applications (Excel, Word, PowerPoint)\n, • Knowledge of private equity/hedge fund industry required\n\n

A multi-strategy investment firm with approximately $28 billion in AUM across private equity, private credit, and real estate is looking to add a Senior Fund Accountant to its finance team. This role will support fund-level accounting and investor reporting across multiple fund vehicles, working closely with the Controller and CFO. \n \n Responsibilities: \n\n • Prepare and review quarterly and annual financial statements for fund vehicles under US GAAP\n, • Manage capital call and distribution calculations, waterfall analyses, and investor allocations\n, • Coordinate with third-party fund administrators on NAV reviews and reconciliations\n, • Support the annual audit process, including preparation of audit schedules and liaising with external auditors\n, • Assist with investor reporting, including capital account statements and quarterly reports\n, • Review partnership agreements and LPA provisions to ensure proper accounting treatment\n, • Partner with tax team on K-1 preparation and review\n, • Help evaluate and improve fund accounting processes and controls as the platform scales\n\n \n Qualifications: \n\n • 4-6 years of fund accounting experience, ideally across PE, private credit, or real estate fund structures\n, • Big 4 or national accounting firm background a plus (audit or fund services)\n, • CPA preferred, not required\n, • Strong understanding of partnership accounting, waterfall structures, and GAAP\n, • Experience with fund administrators (SS&C, Citco, Gen II, etc.) preferred\n, • Excel-strong, comfortable working with large data sets\n, • Team player who can work in a lean, fast-paced environment\n

Job Description Location Bronx 10456 Schedule Tuesday-Saturday 2pm-10:30pm Essential Job Functions with a disability to perform the essential duties unless this causes undue hardship to the agency.) DSP provide observations, evaluations, and reports to other team members to ensure and/or record an individual’s progress toward treatment/habilitation goals. In accordance with habilitative plans, they guide and teach individuals to develop skills required for a more independent lifestyle. Incumbents may take a lead role in one or more of the following duties within a work site. Duties may be performed in several or all of the following areas: Personal Care • Teaches and reinforces accepted infection control and personal grooming techniques; assists in bathing, dental care, hair and nail care, personal hygiene, toileting, incontinence care, menstrual care, and grooming routines as necessary., • Teaches and assists individuals in dressing, clothing selection, storage, laundering and repair of clothing and accessories; helps them to shop for clothing., • Teaches and assists in proper use and care of shavers and razors, eyeglasses, hearing aids, prostheses as prescribed by appropriate medical practitioner., • Administers and teaches individuals first aid treatments; administers cardiopulmonary resuscitation techniques and performs other health-related techniques as required., • Takes, records, reports temperatures, blood pressures, pulse rate, weight, and other significant symptoms/health-related occurrences; aids developmentally disabled individuals in understanding, recording, and reporting such factors., • Maintains confidentiality of information., • Reports unusual incidents and physical or behavioral symptoms promptly and accurately to the supervisor., • Applies valid and accepted limits for inappropriate behavior and helps control and restrain individuals with challenging behaviors in their care., • Administers prescribed medications and treatments; teaches, observes, reports problems and progress in self-administration of medications programs; assists individuals in achieving more independence in administration of medications; teaches use of skin care lotions, topical ointments, eye and ear drops and assists in their use as needed., • Accompanies individuals to medical, dental, and other health-related appointments; delivers prescriptions to pharmacy, takes medication to home site and logs same; and instructs and observes individuals in use of those substances. Food Preparation, Mealtimes • Assists individuals in eating who cannot feed themselves independently., • Teaches individuals to eat in a family-style setting; models and teaches mealtime socialization skills., • Teaches and assists individuals to plan, shop, store, prepare and serve meals using currently accepted nutritional standards; and to clean kitchen and dining areas, and dispose of leftover food safely. Maintaining the Environment Under the direction of the appropriate level supervisor, the DSP performs various tasks and duties to assure that the living environment is properly maintained and kept in a clean, neat and orderly condition. • Performs/teaches developmentally disabled individuals routine housekeeping duties such as dusting, washing floors and walls, cleaning bathrooms, and vacuuming rugs., • Assists developmentally disabled individuals in bed making., • Follows safety procedures in living unit by mopping up spills, reporting unsafe conditions, teaches and reinforces fire safety procedures. Checks to see that fire exits are clear, night-lights and exit signs on, windows locked, etc., • Stores supplies and assures that storage areas are kept in a neat and orderly condition., • Responsible for storage and replacement of linens., • May assist in various household inventories., • Performs/teaches minor and routine maintenance tasks such as changing light bulbs, fuses, replacement of faucet washers; and obtains repair services for appliances., • Performs/teaches routine removal of trash, cleaning of trash containers, ashtrays, etc., • Teaches/performs outdoor maintenance tasks and repairs of residence, yard, garden, walks; reports need for or obtains repair services for automobiles, vans, mowers, etc., • Checks fire equipment and reports any malfunction., • Conducts fire drills following the fire evacuation plan. Individual Development, Personal Interests • Teaches and reinforces use of a variety of communication skills., • Guides individuals through motor exercises designed to increase physical coordinative functions., • Teaches and reinforces principles of human growth and development, including human sexuality, as determined by each person's developmental level and program plan., • Teaches acceptable work habits, e.g., punctuality, dress and grooming, to enable individuals to develop readiness for work outside the home, or in support of individuals' habilitative goals., • Accompanies developmentally disabled individuals to community activities including worksites, cultural, religious and social events, day programs, and visits to health practitioners; aids them in developing awareness and use of community resources and in interacting with others., • Provides support for maximum community integration., • Transports/arranges for transport of individuals to community events; and aids them in development of their mobility skills., • Maintains an adequate supply of and accounting of personal clothing and possessions., • Teaches money management principles to developmentally disabled individuals; and completes/aids in completion of banking activities., • Provides an accurate accounting of all financial transactions made on behalf of individuals in their care., • Helps developmentally disabled individuals to develop/maintain positive interpersonal relationships with their peers, with others in their families, and with others in the community. Aids in explaining feelings, resolving conflicts, teaching/reinforcing acceptable means of dissipating frustration, and anger., • If pets are in the home, teaches/assists with their feeding, grooming, and care., • Teaches/supervises/participates in a variety of leisure and recreational activities, crafts projects, seasonal and permanent home decoration; assists in planning, supervising and conducting holiday celebrations selected by residents and staff., • May accompany developmentally disabled individuals to dances, camping trips, swimming, horseback riding, basketball, or other sports; assists in selection and teaching of appropriate community inclusion leisure activities., • Aids in the selection, purchase, care and use by developmentally disabled individuals of age appropriate personal belongings. Participating as Program Planning Team Member • Observes and reports on behavior and specific responses to programming, medication, interpersonal relationships, etc., • Actively participates at staff meetings by communicating observations concerning progress and reaction to various therapy programs., • At meetings, may suggest alternative programs or procedures based on experience with the individual’s habilitation plan., • Records all significant behavioral responses in prescribed format., • Participates in the development of individual program and habilitation plans., • May be asked to assist in the orientation and training of other staff., • Other duties that may be assigned Communication • As members of the Program Planning Team, DSP communicate with other direct care staff or with supervisory or clinical staff for the purpose of sharing information and obtaining direction for specific assignments. They also communicate with the developmentally disabled individuals in their care, their families and others who meet them. Essential Knowledge, Skills and Abilities • Knowledge of policies and procedures of OPWDD, as well as state and federal regulations as they apply to the care and treatment of the developmentally disabled., • Knowledge of active treatment programs as they relate to the developmentally disabled., • Currently AMAP certified or able to become certified within six months of hire., • Currently SCIP-R certified or able to become certified within six months of hire., • Currently CPR and First Aid certified or able to become certified within six months, • Ability to operate a motor vehicle safely Qualifications and Experience • High school diploma or GED or possess a Direct Support Professional (DSP) Certificate from an accredited public or private organization and the ability to provide direct services to adults with developmental disabilities. Related experience is desirable. Current clean New York State driver's license might be required depending on the shift. Preferred Education and/or Experience • Direct Care experience with people with mental and/or physical disabilities. AMAP, SCIP-R, CPR/SFA certified.