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$50 - $58/hourpayFinanceAbout micro1micro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale.Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI. Job Title: Corporate Finance Expert Job Type: Contract Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. Key Responsibilities: • Design technically demanding finance prompts and tasks that mirror investment banking, private equity, and corporate finance complexity, • Develop gold-standard solutions in Excel and PowerPoint to set objective benchmarks for AI model evaluation, • Create and refine clear grading rubrics for assessing AI outputs on transaction and modeling exercises, • Construct, modify, and review advanced financial models (3-statement, valuation, LBO, M&A, sensitivity analyses), • Produce transaction analyses and investment materials with a client-ready, production-grade level of detail, • Develop and adapt professional templates, decks, and supporting materials commonly used across IB, PE, and Corp Dev, • Ensure all deliverables are precise, unambiguous, and uphold industry standards Required Skills and Qualifications: • Hands-on experience in financial modeling, valuation, and transaction analysis, • Advanced Excel proficiency, including scenario analysis and model integrity checks, • Expertise in building polished, professional PowerPoint presentations and investment decks, • Strong familiarity with standard IB/PE/Corp Dev templates and processes, • Proven track record working on live deals, investments, or transaction execution, • Exceptional written and verbal communication skills, with a keen eye for detail and clarity, • Ability to independently produce client-grade financial materials under tight timelines Preferred Qualifications: • Experience evaluating or testing AI models, or developing technical prompts and assessments, • Exposure to multiple finance domains (e.g., IB to PE, consulting to Corp Dev), • Prior work creating training data or technical assessments for advanced technology initiatives

$80 - $110/hourpayfinancial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • Several years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Provide high-level insights and feedback on finance-related content, especially within Private Equity (PE) and Investment Banking (IB) domains. Stay up-to-date wit

Job Description Staff Accountant – New Hyde Park, New York Position Type: Accounting & Finance Job Type: Full-Time Compensation: • Base Salary: $75,000 – $85,000 annually Schedule: • Full-Time, • In-office Monday through Friday, • Based at Headquarters in New Hyde Park, NY Position Summary We are seeking a detail-oriented and motivated Staff Accountant to join our growing finance team. This position offers an excellent opportunity for an accounting professional looking to build technical expertise while contributing to a fast-growing, private equity-backed healthcare organization. Reporting to the Senior Accountant, the Staff Accountant will play a critical role in supporting day-to-day accounting operations, month-end close activities, financial reporting, account reconciliations, and process improvement initiatives. The ideal candidate is highly organized, analytical, and eager to continue developing their accounting skillset in a collaborative, growth-focused environment. This is a hands-on role that provides exposure to a broad range of accounting functions within a rapidly expanding organization supporting more than 160 dental practices across multiple states. About the Organization This dentist-led organization has grown into one of the Northeast's leading dental support organizations, supporting more than 160 dental practices across eight states. Backed by a premier private equity sponsor, the company continues to expand through strategic acquisitions, operational excellence, and a commitment to delivering exceptional patient care. The finance team serves as a key business partner to leadership, providing the financial insights and operational support necessary to sustain rapid growth. This role offers the opportunity to gain valuable experience within a sophisticated, multi-site healthcare organization while working alongside experienced accounting and finance professionals. Key Responsibilities General Accounting • Maintain and reconcile general ledger accounts, ensuring accuracy and compliance with accounting standards, • Prepare journal entries and supporting documentation, • Assist with daily accounting activities and financial transactions, • Support the accuracy and integrity of financial records Financial Reporting • Assist in the preparation of monthly, quarterly, and annual financial statements and management reports, • Support interim and annual audit requests, • Analyze financial data and assist with variance investigations, • Provide reporting support to accounting leadership as needed Month-End Close • Participate in monthly closing activities and deadlines, • Prepare account reconciliations and supporting schedules, • Assist with accruals, prepaids, fixed assets, and other balance sheet accounts, • Ensure timely completion of assigned close responsibilities Prepaids, Fixed Assets & Banking • Manage prepaid expense schedules and ensure proper expense recognition, • Maintain fixed asset records, including capitalization, depreciation, and disposals, • Perform daily banking activities and account reconciliations, • Investigate and resolve banking discrepancies when necessary Accounts Payable & Operational Support • Assist with accounts payable processing and related reconciliations, • Review and reconcile corporate credit card transactions, • Collaborate with operational departments to obtain necessary financial information, • Support cross-functional initiatives and accounting projects Process Improvement & Compliance • Identify opportunities to improve accounting processes and efficiencies, • Support internal control procedures and compliance initiatives, • Assist with audit preparation and documentation requests, • Maintain adherence to accounting policies and generally accepted accounting principles (GAAP) Benefits • Competitive compensation package, • Flexible health and vision insurance plan options, • 401(k) retirement plan with employer matching, • Generous paid time off, including up to 3 weeks annually, • Annual personal "You Day", • Heavily discounted dental services for employees and immediate family members, • Professional development opportunities, • Additional employee perks and fringe benefits Benefits available to full-time employees working 30+ hours per week. Qualifications • Bachelor's degree in Accounting, Finance, or a related field required, • Minimum 2+ years of accounting experience required, • Strong understanding of accounting principles and financial reporting, • Experience with general ledger reconciliations and month-end close activities, • Excellent analytical and problem-solving abilities, • Strong organizational skills and attention to detail, • Ability to manage multiple priorities and meet deadlines in a fast-paced environment, • Strong written and verbal communication skills, • Ability to work independently while collaborating effectively with team members Preferred Skills • Experience with prepaid expenses, fixed assets, and banking reconciliations, • Experience supporting accounts payable processes, • Advanced Microsoft Excel skills, • Experience with Sage Intacct preferred, • Familiarity with private equity-backed or multi-site organizations preferred, • Experience utilizing AI tools such as ChatGPT, Claude, Copilot, or similar technologies to improve efficiency and workflow automation, • Desire to continuously learn and develop technical accounting skills Why Join Us • Join a rapidly growing, private equity-backed healthcare organization, • Gain exposure to complex accounting functions within a multi-site enterprise, • Work alongside experienced accounting and finance professionals, • Build valuable technical accounting and financial reporting skills, • Collaborative and supportive team environment, • Strong opportunities for professional growth and advancement, • Play a meaningful role in supporting a company with more than 160 dental practices across the Northeast

Job Description FP&A Analyst – New Hyde Park, New York Position Type: Finance & Strategy Job Type: Full-Time Compensation: • Base Salary: $85,000 – $110,000 annually, • Opportunity for future advancement and performance-based growth Schedule: • Hybrid Schedule, • In-office Monday through Thursday at Headquarters in New Hyde Park, NY, • Remote Fridays Position Summary We are seeking a highly motivated FP&A Analyst to join a rapidly growing, private equity-backed dental organization supporting more than 160 dental practices throughout the Northeast. Reporting directly to the SVP of Strategy & Analytics and partnering closely with the Senior FP&A Analyst, Finance Team, and Executive Leadership Team, this role will serve as a key contributor to the organization's financial planning, reporting, forecasting, and growth initiatives. This position provides exceptional exposure to executive leadership, M&A activity, strategic planning, budgeting, forecasting, business intelligence, and operational performance management. The ideal candidate is analytical, detail-oriented, intellectually curious, and excited to help drive strategic decision-making within a high-growth healthcare environment. About the Organization Since its founding in 2014, this dentist-led organization has grown into one of the Northeast's leading dental support organizations, supporting more than 160 dental practices across multiple states. Backed by a premier private equity sponsor, the company continues to expand through strategic acquisitions, operational excellence, and a commitment to exceptional patient care. This role offers a unique opportunity to gain exposure to executive leadership, financial strategy, mergers and acquisitions, and large-scale business operations within a rapidly evolving healthcare organization. Key Responsibilities Financial Analysis & Reporting • Prepare monthly, quarterly, and annual financial reports, dashboards, and executive presentations, • Deliver meaningful analysis to support strategic decision-making across the organization, • Develop and maintain management reporting packages for Executive Leadership and investors, • Partner with the Business Intelligence team to enhance reporting and Power BI dashboards, • Analyze financial performance and identify trends, risks, and opportunities Budgeting & Forecasting • Assist in developing annual budgets and periodic forecasts, • Analyze actual financial performance versus budget and forecast, • Identify key operational and financial drivers impacting business performance, • Support long-range planning initiatives and strategic forecasting efforts Financial Modeling • Maintain and enhance financial models used throughout the organization, • Support multi-site budgeting and forecasting models, • Develop scenario analyses and sensitivity models to support decision-making, • Assist with financial modeling related to acquisitions and business expansion opportunities Strategic Finance & Growth Initiatives • Partner with Finance Leadership, Business Development, and Executive Leadership teams, • Evaluate newly acquired practices against acquisition underwriting models, • Support EBITDA growth initiatives through data-driven analysis, • Assist with strategic planning and Board of Directors presentation materials, • Contribute to long-term business planning initiatives M&A & Special Projects • Support acquisition due diligence and integration initiatives, • Perform ROI analyses, working capital reviews, and liquidity assessments, • Assist with investor presentations and lender reporting packages, • Identify opportunities for process improvement and reporting automation, • Provide ad hoc financial analyses for senior leadership Benefits • Competitive compensation package, • Flexible health and vision insurance plan options, • 401(k) retirement plan with employer matching up to 6%, • Generous paid time off, including up to 3 weeks annually, • Annual personal "You Day", • Heavily discounted dental services for employees and immediate family members, • Professional development opportunities, • Additional employee perks and fringe benefits Benefits available to full-time employees working 30+ hours per week. Some benefits may also be available to part-time employees. Qualifications • Bachelor's degree in Finance, Business Administration, Economics, Engineering, Accounting, or a related field required, • 2–3+ years of progressive experience in Finance, FP&A, Consulting, Investment Banking, Corporate Finance, or related fields, • Minimum 1 year of direct FP&A experience preferred, • Strong financial modeling and analytical skills, • Advanced proficiency in Microsoft Excel and PowerPoint required, • Strong understanding of accounting principles and financial statements, • Excellent organizational skills with strong attention to detail, • Ability to manage multiple priorities and meet deadlines in a fast-paced environment, • Strong written and verbal communication skills, • Ability to transform complex data into actionable business insights Preferred Skills • Experience with business intelligence tools such as Power BI, Tableau, Hyperion, Essbase, SAP Business Explorer, or similar platforms, • Familiarity with ERP systems such as Sage Intacct, QuickBooks, or related financial software, • Experience supporting mergers and acquisitions, due diligence, or integration activities, • Exposure to private equity-backed organizations preferred, • Experience leveraging AI tools such as ChatGPT, Claude, Gemini, Grok, or similar technologies to improve analytical efficiency and reporting workflows, • Healthcare, dental, or multi-site business experience preferred Why Join Us • Join a rapidly growing, private equity-backed healthcare organization, • Gain direct exposure to executive leadership and strategic decision-making, • Work on high-impact projects involving M&A, growth strategy, and financial planning, • Develop advanced financial modeling and analytical skills, • Collaborative and high-performing team environment, • Significant career growth and advancement opportunities, • Opportunity to make a meaningful impact on a company supporting more than 160 dental practices

Job Description Financial Operations Analyst Farmingdale, NY Job Summary We are seeking a motivated and analytical Financial & Operations Analyst to support reporting, business performance analysis, operational insights, and strategic initiatives within a growing Medical Equipment company. This individual will work directly with company leadership to help drive data-informed decision-making across sales, operations, finance, and overall business performance. The ideal candidate is highly detail-oriented, comfortable working with data, and eager to contribute in a fast-paced entrepreneurial environment. This role offers strong exposure to business strategy, operational analytics, financial reporting, and executive-level decision support. Key Responsibilities • Prepare weekly, monthly, and quarterly business performance reports and dashboards., • Analyze sales, operational, financial, and inventory data to identify trends, risks, and growth opportunities., • Develop and maintain KPIs, management reports, and executive presentations., • Support strategic planning, forecasting, budgeting, and business analysis initiatives., • Monitor revenue performance, margins, inventory levels, and operational efficiency metrics., • Conduct market, industry, and competitor research within the healthcare and medical equipment sectors., • Assist leadership with reporting and analysis related to business growth and operational performance., • Collaborate with finance, sales, operations, and vendor teams to collect, validate, and analyze data., • Identify opportunities to improve reporting processes, workflow efficiency, and data automation., • Support ad hoc projects and analytical initiatives for senior management. Qualifications • Bachelor's degree in business, Finance, Economics, Accounting, Healthcare Management, or related field., • 3 years of experience in business analysis, Private Equity or Investment Banking experience a must., • Strong analytical, problem-solving, and organizational skills., • Advanced proficiency in Microsoft Excel and PowerPoint., • Ability to interpret data and communicate actionable business insights., • Strong attention to detail and ability to manage confidential information., • Excellent communication skills with the ability to work cross-functionally. Preferred Qualifications • Experience or interest in healthcare, medical equipment, distribution, or related industries., • Familiarity with Power BI, Tableau, SQL, or reporting automation tools., • Understanding of business KPIs, financial metrics, and operational reporting., • Experience supporting leadership teams with reporting and strategic analysis., • Comfortable working in a fast-growing entrepreneurial business environment.

Job Description Corporate Controller – Gabrielli Truck Sales Position Summary Gabrielli Truck Sales, a leading multi-location commercial truck dealership group serving the Northeast, is seeking an accomplished Corporate Controller to join our executive finance team. Reporting directly to the Chief Financial Officer (CFO), this role will oversee all aspects of corporate accounting, financial reporting, treasury, and tax functions across Gabrielli’s dealerships and related entities. The Corporate Controller will play a key leadership role in maintaining the integrity of financial operations, strengthening internal controls, optimizing cash management, and driving operational and strategic alignment between accounting and business operations. Key Responsibilities • Oversee corporate accounting, financial reporting, treasury, and tax functions for all Gabrielli Truck Sales dealerships, leasing entities, and affiliated operations., • Ensure the accuracy, timeliness, and integrity of consolidated financial statements and compliance with GAAP, regulatory, and tax requirements., • Establish and monitor key financial performance metrics, providing analysis and insight to senior leadership comparing results against budgets, forecasts, and industry benchmarks., • Develop, implement, and maintain internal controls, accounting policies, and reporting processes that support both day-to-day operations and annual external audits., • Partner with the CFO and executive leadership team to assess financial implications of strategic initiatives, including dealership expansion, acquisitions, and capital investments., • Lead financial due diligence, evaluation, negotiation, and integration of acquisitions, joint ventures, and other strategic transactions., • Manage cash flow, banking relationships, and financing strategies to support growth, liquidity, and profitability objectives., • Evaluate and enhance the finance organization structure, implementing best practices, process efficiencies, and technology improvements., • Recruit, mentor, and develop a high-performing accounting and finance team capable of supporting a complex, multi-entity dealership group., • Collaborate closely with Operations and HR to design and administer incentive compensation programs that align with company goals and performance targets., • Provide analytical leadership and forward-looking financial insights to drive informed business decisions., • Maintain a hands-on leadership style, engaging in both strategic and operational financial management when necessary., • Uphold the highest standards of integrity, professionalism, and accountability consistent with Gabrielli Truck Sales’ long-standing reputation. Qualifications / Requirements • Bachelor’s degree in Accounting, Finance, or a related field required; CPA strongly preferred. An MBA is a plus., • 10+ years of progressive financial leadership experience, including consolidated accounting management within a multi-entity or dealership environment., • Proven expertise in financial control, planning, reporting, and treasury management., • Experience with centralized accounting systems and dealership management systems (DMS) such as CDK, Reynolds & Reynolds, or Karmak preferred., • Advanced proficiency in financial modeling, analysis, and forecasting using Excel or FP&A tools., • Experience in private equity, high-growth, or acquisition-driven organizations considered advantageous., • Demonstrated success in leading and developing teams, resolving conflict, and fostering a culture of continuous improvement., • Excellent communication and interpersonal skills, with the ability to collaborate effectively with senior management, lenders, auditors, and external partners., • Strategic thinker with a hands-on approach, high integrity, and a strong sense of accountability., • Prior experience in a multi-location, multi-state dealership group (truck, automotive, or equipment) preferred. About Gabrielli Truck Sales Founded over 60 years ago, Gabrielli Truck Sales is a family-owned and operated leader in the sale, lease, and service of heavy-duty and medium-duty trucks throughout the Northeast. Representing premier brands such as Volvo, Mack, Hino, and Isuzu, Gabrielli operates more than 20 full-service dealership locations offering new and used truck sales, parts, service, and leasing solutions. Our commitment to integrity, operational excellence, and long-term growth makes Gabrielli Truck Sales a trusted partner for customers — and a rewarding career destination for top-performing professionals. Gabrielli Truck Sales is an Equal Opportunity Employer. We value a diverse and inclusive working atmosphere. In furtherance of our culture, all qualified applicants will receive consideration for employment without regard to pregnancy, race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other characteristics protected by law. Gabrielli Truck Sales provides reasonable accommodations for employees and applicants with disabilities or pregnant consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know. Benefits: • Medical and Dental plan, • Paid Holidays, • Paid vacation and sick/personal time, • 401k with an employer match, • EMPLOYER Paid Life insurance benefit, • Gym Reimbursement program

About the Company We are a multi-channel consumer products company operating across branded, licensed, and private label businesses. The organization develops and distributes fashion-driven products through major retail partners, ecommerce channels, and international markets. With a complex operational footprint spanning sourcing, inventory management, wholesale distribution, and global partnerships, the company is seeking a strategic finance leader to support continued growth and operational excellence. Position Summary The Controller will serve as a key financial leader responsible for overseeing the organization’s accounting operations, financial reporting, internal controls, and finance team management. This individual will partner closely with executive leadership to provide financial insight, improve operational efficiencies, and support strategic decision-making across the business. The ideal candidate is both strategic and hands-on, with deep experience in inventory-driven businesses, consumer products, wholesale operations, and complex accounting environments. Core Responsibilities Financial Leadership & Reporting • Lead all accounting operations including General Ledger, Accounts Payable, Accounts Receivable, financial reporting, and account reconciliations, • Oversee monthly, quarterly, and annual close processes to ensure timely and accurate reporting, • Prepare financial analyses, operating reports, and executive-level reporting packages, • Maintain and strengthen internal controls, accounting policies, and financial procedures Operational & Inventory Finance • Partner cross-functionally with operations, supply chain, sales, and inventory teams to analyze inventory performance, costing, and gross margin trends, • Oversee inventory accounting and cost analysis across multiple product categories and business channels, • Develop financial models, KPIs, and business performance metrics to support operational decision-making, • Support forecasting, budgeting, and long-range financial planning initiatives Cash Management & Banking • Manage cash flow forecasting and working capital planning, • Oversee banking relationships, financing arrangements, and compliance requirements, • Monitor liquidity needs and support broader financial strategy initiatives Team Management & Process Improvement • Lead, mentor, and develop accounting staff while fostering accountability and professional growth, • Drive continuous improvement initiatives across systems, reporting, and financial processes, • Evaluate financial systems and reporting structures to improve efficiency and visibility Audit, Tax & Compliance • Coordinate annual audits and maintain relationships with external auditors and financial partners, • Support tax compliance and reporting requirements across corporate, sales, and operational tax areas, • Ensure compliance with applicable accounting standards and regulatory requirements Qualifications • Bachelor’s degree in Accounting or Finance required; CPA and/or MBA strongly preferred, • 10+ years of progressive accounting and finance leadership experience, • Experience within apparel, consumer products, manufacturing, wholesale, or inventory-intensive industries strongly preferred, • Strong understanding of inventory accounting, cost accounting, and operational finance, • Experience managing ERP/accounting systems and financial reporting processes, • Strong leadership, communication, and analytical capabilities, • Ability to operate effectively in a fast-paced, entrepreneurial environment Ideal Background • Combination of public accounting and private industry experience preferred, • Experience supporting multi-channel businesses including wholesale, retail, ecommerce, or licensing operations, • Comfortable partnering directly with executive leadership and cross-functional stakeholders

Mercor is recruiting Spain / LatAm-based Finance Experts for a research project with a leading foundational model AI lab. You are a good fit if you: - Have at least 2 years of experience working at top firms in hedge fund, private equity, investment banking, equity research, corporate fi

Mercor is recruiting France-based Finance Experts for a research project with a leading foundational model AI lab.You are a good fit if you: - Have at least 2 years of experience working at top firms in France in hedge fund, private equity, investment banking, equity research or venture

Job Description Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies. In addition, this role collaborates with the marketing department and will be responsible, along with their Practice Leaders and local principals for setting local office and/or industry business development strategy and development of the office level business plan. Job Duties • Develops and executes office/industry business development plan in conjunction with the Practice Leaders, industry leaders, principals and assigned direct supervisor by:, • Works with the Practice Leaders and Industry Leaders to segment office-specific target markets and target clients in alignment with business line and industry guidelines, where available, • Identifies markets and business development activities needed to drive opportunities and defines cross-selling and key account programs for their office, • Develops the office level or industry business plan in alignment with the Firm's strategy, • Collaborates with principals on all Business Development plans and activities, • Facilitates quarterly meeting with Practice Leaders to design, implement and report on the BD plan, • Sends business development plan, goals and progress report to direct supervisor, • Upon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan, • Monitors and reports on the results of all lead generation programs for assigned office/industry, • Leverages national marketing and sales programs as available and follows available consistency guidelines, including telemarketing processes, lead generation activities, firm brochures, proposal templates and pipeline reports and processes, • Qualifies opportunities and builds relationships with key executives and stakeholders in support of the growth of the office business lines and industries, • Participates in the sales and proposal processes, as needed, including developing and managing the pursuit strategy, planning for and attending, when appropriate, pursuit meetings with mid-to-senior level financial executives, and providing proposal/presentation strategy and support, • Understands how to work with BDO's sales channels – for example with Alliance Firms and coordinates with International firms as appropriate on opportunities as they arise, • Produces a pursuit/pipeline report for assigned office and reviews the pursuit/pipeline report with the direct supervisor monthly and Practice Leaders a minimum of quarterly, • Facilitates a monthly sales pipeline meeting in assigned office/industry with the Practice Leaders and principals who have current sales opportunities, • Develops and executes "go to market" strategy according to agreed upon plan and collaborates with client service professionals to help ensure sales success, • Contributes business development thought leadership, tools and resources to the broader national Business Development Services community, • Facilitates annual principal's Business Development meeting, • Promotes use of CRM as an integral part of the Business Development process by setting an example as a proficient user, • Implements and maintains industry group programs as defined for the market, • Participates in key account management programs as defined by the office Business Development plan, • Completes all reporting requirements on new sales, pipeline reports, sales call statistics and maintenance of CRM system, • Discusses staffing recommendations (new hires, terminations) with the direct supervisor, Practice Leaders, and National BDS, • Achieves Annual Revenue goals, • Other duties as required Supervisory Responsibilities • Supervises local team of business development support professionals, where applicable by office, in collaboration with direct supervisor and Practice Leaders to perform specific marketing and sales support activities outlined in the office BD plan, • Tracks performance of business development support professionals and reports progress to the Practice Leaders and direct supervisor on a quarterly basis, • Conducts annual performance reviews for business development support professionals with input from the direct supervisor, Practice Leaders, and National BDS, • Develops performance goals for each business development support professional with input from the business development support professional, the direct supervisor and Practice Leaders, • Serves as a coach/mentor, supporting the career development of BD support professionals in the local office Education • Bachelor's degree in Business Administration, Marketing and Five (5) or more years of business development experience in a professional services environment or industry relevant firm, required; OR, • Seven (7) or more years of business development experience in a professional services environment or industry relevant firm with a High School Diploma/GED, required Experience • Experience developing business relationships with C-level executives (CEOs, CFOs, Board of directors, etc.) and referral sources (attorneys, bankers, etc.), required, • Prior experience working in professional services direct sales industry or in development role at financial services firms, including but not limited to experience with accounting firms, investment banking or private equity firms, personnel recruiting, business journals sales, financial consulting, business advisory services and/or banking industry, preferred License/Certifications • N/A Software • Proficient in the use of Microsoft Office Suite, required, • Experience with client relationship management (CRM), required, • Microsoft Dynamics, preferred Other Knowledge, Skills & Abilities • Knowledge in the development, management and execution of sales and BD planning, lead generation, pipeline management, account planning, sales strategy and development, • Ability to understand compensation incentive plans and strive to achieve revenue goals, • Able to understands Business Development (BD) metrics and strive to achieve them, • Ability to thoughtfully and positively influence, lead, and manage change, • Capable of leading and managing a local team of people to accomplish desired results, • Strong business acumen with an ability to understand and communicate BDO's business, marketplace and value proposition, • Knowledge of contact management software including updating, maintenance and list generation, • Excellent project management skills, • Ability to work in a demanding, deadline-driven environment and handle multiple projects simultaneously, • Excellent verbal and written communication as well as presentation skills, • Ability to travel to participate in events or sales calls or attend regional or national meetings, as necessary Salary Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $150,000 - $180,000 Maryland Range: $150,000 - $180,000 NYC/Long Island/Westchester Range: $150,000 - $180,000 About Us Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On • Welcoming diverse perspectives and understanding the experience of our professionals and clients, • Empowering team members to explore their full potential, • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities, • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs, • Focus on resilience and sustainability to positively impact our people, clients, and communities, • BDO Total Rewards that encompass so much more than traditional "benefits.", • Benefits may be subject to eligibility requirements. Equal Opportunity Employer Equal Opportunity Employer, including disability/vets All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability #J-18808-Ljbffr

At least six plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate. Morgan Asset & Wealth Management delivers industry-le

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to ex

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to ex

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to ex

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. Shares the value of Chase Private Client with clients that may be eligible. Actively manages their banking relationship through an

The Commercial Private Banker is a relationship-focused role responsible for building and managing a portfolio of commercial, corporate, and commercial real estate (CRE) clients. Experience: 10+ Years of direct experience in commercial and/or private banking, preferably in client facing role require

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

The ideal candidate has over six years of experience in Private Banking, a Bachelor’s Degree, and possesses the necessary licenses. A leading financial institution in the United States is seeking an experienced Private Banker.

Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. At least six plus years of work experience in Private Banking or Financial Services.

Citibank (Switzerland) AG is seeking a Wealth Relationship Advisor in Town of Huntington, NY.

Job Overview As a Client Relationship Manager in Bank of America’s Private Banking division, you will acquire new clients, deepen existing relationships, and build networks to achieve business development goals. You will lead the Client Management Process, partner across the enterprise, and provid

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Dental Front Desk / Patient Coordinator.Great Whites Pediatric Dentistry & Orthodontics · Huntington, NY · In person.Some offices want someone who can answer a phone.We want someone who can make a nervous four-year-old giggle, calm a worried parent, and keep a busy schedule running smoothl

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Meadowbrook Dentistry is a digital smile design clinic located in Plainview, Long Island, NY, specializing in cosmetic, restorative, and family dentistry.Our practice offers a range of services including veneers, Invisalign, and dental implants to help patients achieve healthy and beautiful smiles.W

We're currently looking for individuals across the country to take part in remote paid market research, including online focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing y

Insurance office is seeking a qualified professional to join their team for the role of customer service representative.Responsibilities include establishing customer relationships and follow up with customers, as needed.Provide prompt, accurate, and friendly customer service.Service can include res

Customer Service Representative.Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative.As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company

Integrated Resources, Inc is a premier staffing firm recognized as one of the tri-states most well-respected professional specialty firms.IRI has built its reputation on excellent service and integrity since its inception in 1996.Our mission centers on delivering only the best quality talent, the fi

Medical Receptionist (Healthcare / Front Desk).Growth Opportunity | Benefits + 401(k) Match.Spectrum Vision Partners (SVP) supports OCLI Vision, one of the largest multi-specialty ophthalmology networks in the U.With 1,400+ employees and 50+ locations, we are committed to delivering exceptional pati

This position requires a motivated self-starter with the ability to change directions and handle multiple tasks on a regular basis.Must be professional, dedicated and possess excellent administrative skills.Must have at least 1 year experience in a legal administrative position.Must have at least 6

Administrative Assistant - Garden City.Friedman Vartolo LLP is a fast-growing, New York-based law firm specializing in real estate and default services, with over 300 employees providing top-tier legal services to our clients in seven states.While our legal expertise sets us apart, it's our mindset

Performs diversified clerical duties related to the operational needs of the office/department.Performs diversified clerical duties which may include, but are not limited to: Typing various correspondence, reports, articles; Greeting and directing visitors; Answering telephones, taking messages, dir

We are looking for a cashier/receptionist to join our growing team! The right candidate will have strong communication skills and the ability to handle a flexible schedule.The day-to-day responsibilities will include answering the dealership phone, greeting customers, assisting in scheduling service

Join Our Team at Westbury Jeep!.Receptionist / Customer Experience Coordinator.Westbury Jeep Chrysler Dodge RAM Full-Time or Part-Time Available.We are looking for an energetic, professional, and customer-focused Receptionist to join our team!.This position is much more than answering phones you ar

To continue as an eminent healthcare provider on Long Island, dedicating ourselves to providing exceptional health care for all our patients and to transform both the lives of the individual, and the community, for the better, one person at a time.To provide access to equitable, optimal healthcare b

Sonny Sahni - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our customers.We are currently seeking a dynamic individual to join our team as a Receptionist - State Farm Agent Team Member.Our ideal candidate is highly organized, detail-oriented, and commi