Trabajos senior director of finance en Plainview, New YorkCrear alertas

The Opportunity As the Actuarial Director of Consolidated Reporting & Regulatory Oversight, you will lead consolidated actuarial valuation reporting across the enterprise, including quarter-end and year-end reporting. You will translate complex valuation results into clear, decision-useful insights for senior leaders across the CFO organization. You will also lead the annual asset adequacy testing process and establish a coordinated, enterprise-wide approach to monitoring, assessing, and implementing emerging actuarial regulations and professional guidance. In this highly visible role, you will help strengthen reporting discipline, regulatory readiness, governance, controls, and continuous improvement across the valuation function. Success in this role requires deep valuation expertise, an enterprise perspective, strong execution, and clear communication. You will anticipate reporting and regulatory developments, create accountability across complex cross-functional processes, and build scalable processes and controls that promote quality, timeliness, transparency, and continuous improvement. The Team You will join the Consolidated Reporting & Capabilities team within Corporate Actuarial and Business Analytics and report to the Head of Valuation Consolidated Reporting & Capabilities. The team partners closely with production valuation teams and stakeholders across Corporate Actuarial, Controllership, Forecasting, Legal & Compliance, Reinsurance, and Technology. Together, the team is focused on producing reliable enterprise-wide valuation reporting, strengthening governance and controls, and preparing the organization for evolving actuarial and regulatory requirements. The Impact • Lead the preparation, review, and delivery of quarterly and year-end consolidated valuation results, exhibits, disclosures, and actuarial reporting deliverables across applicable reporting bases., • Own the consolidated analysis of reserve movements, earnings impacts, assumption and model changes, experience variances, and other key drivers of financial results. Synthesize results across business lines and legal entities to identify emerging themes and risks and provide forward-looking insights to senior leadership., • Establish consistent valuation governance, documentation, controls, change management, and review standards. Partner with key stakeholders to align actuarial reporting with financial statements, management reporting, audit, and regulatory requirements., • Lead the annual asset adequacy and cash flow testing cycle, including planning, governance, production coordination, aggregation, review, and communication of results. Establish enterprise-wide timelines, deliverables, assumptions, methodologies, documentation expectations, review checkpoints, and quality standards., • Oversee the preparation of supporting documentation, management materials, regulatory submissions, audit support, and materials required by the Appointed Actuary. Lead post-cycle retrospectives and implement process, model, data, control, and documentation improvements., • Lead an enterprise-wide actuarial regulatory monitoring framework covering valuation, reserving, asset adequacy, capital, actuarial reporting, and related professional practice requirements. Coordinate technical impact assessments, maintain accountability for implementation activities, and represent the valuation organization in relevant internal and external working groups. The Minimum Qualifications • Bachelor’s degree in actuarial science, mathematics, statistics, finance, data science or closely related field., • Fellow of the Society of Actuaries, • 7+ years’ actuarial experience in valuation and reporting, • 5+ years’ experience working with valuation systems, • 3+ years’ exposure to valuation regulations and financial statements under US Statutory and GAAP reporting The Ideal Qualifications • 10+ years of actuarial experience in modeling, valuation, reporting, pricing, assumptions development, or risk management., • Expert knowledge of U.S. Statutory and GAAP financial reporting, including Principles-Based Reserving and GAAP Long Duration Targeted Improvements., • Experience leading complex actuarial valuation and reporting processes., • Deep knowledge of life insurance and annuity products, valuation techniques, regulations, and methodologies., • Experience data lake environments, and related reporting tools, • Experience with asset adequacy testing, cash flow testing, or actuarial projections., • Strong modeling, technical, analytical, and leadership capabilities., • Ability to translate complex technical information into clear, decision-useful insights., • Strong written and verbal communication skills., • Demonstrated ability to build and maintain relationships across cross-functional groups., • Continuous improvement mindset with a strong focus on governance, controls, and operational excellence. 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. 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. 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Job Description The Opportunity A fast-growing technology company is hiring an FP&A Manager into a newly created role. You'll take ownership of business unit planning and reporting from the Senior Director of Finance, lead a small team of finance partners, and work directly with business leaders who rely on finance to help them make decisions. The team is set to grow over the next few years, so there's real runway for the right person. The environment is entrepreneurial, hands-on, and genuinely collaborative, with a close-knit, family-oriented culture. Note this role operates 4 days a week onsite. What You'll Be Doing • Own the monthly business unit review process, delivering standardized, on-time packages every cycle., • Partner with business unit leaders to understand what drives their results and make the monthly review a tool they use to make decisions., • Lead forecasting for business unit P&L, headcount, and capital expenditure, with a focus on improving accuracy year over year., • Manage and develop two Business Unit Finance Partners, building their partnering and presentation skills as the team expands. Who You Are • 6+ years in FP&A or business-facing finance, including experience managing staff., • A true business partner who quickly learns how a business works and focuses on the drivers behind the numbers, not just tying out the P&L., • Strong in Excel and PowerPoint, with presentation skills that land with senior, non-finance audiences., • Comfortable in a fast-paced environment where the work comes before a fixed schedule, and experienced partnering with teams across multiple countries and time zones., • Team-first, quick to pick things up, and energized by high expectations., • Industry experience is helpful but not required.

Job Description REGIONAL DIRECTOR OF SALES Build Leaders. Grow Businesses. Lead a Region. 6-Month Training Guarantee - $120,000 annualized Base Salary After Training - $100,000-$125,000 Annual Performance Bonus Opportunity - $54,600-$143,000 Potential Total Annual Compensation - $154,600-$268,000 Field-based leadership role overseeing a region of 4-6 stores, with travel up to 75%. We're looking for an accomplished multi-store sales leader who knows how to build leaders, strengthen businesses and create consistent performance across an entire region. As Regional Director of Sales, you'll lead across four critical areas: People. Performance. Profitability. Operations. You'll lead your region through its General Sales Managers and their leadership teams, supporting each store leader in successfully operating and owning their business. You'll stay close to the business through regular store presence, direct observation, performance insights and hands-on coaching, connecting with what motivates people, building positive belief in what's possible and reinforcing the everyday behaviors that drive results. Your impact is bigger than one store. You'll build leaders who build businesses. Your Compensation Opportunity Your compensation reflects the scope, ownership and regional impact expected from this role. • 6-Month Training Guarantee: $120,000 annualized throughout your structured six-month onboarding period., • Base Salary After Training: $100,000-$125,000, based on experience, market and assigned regional scope., • Annual Performance Bonus Opportunity: $54,600-$143,000, based on the revenue size of your assigned region and performance across revenue, protection, sleep and financing applications. Net margin must be achieved for bonus eligibility., • Potential Total Annual Compensation: $154,600-$268,000, based on base salary, assigned region and performance achievement. Bonus opportunities are not guaranteed and remain subject to performance achievement, net-margin requirements, eligibility rules and program terms. Lead the Region You'll hold full profit and loss responsibility for each store in your region. Reporting to senior sales leadership, you'll partner with fellow Regional Directors to set annual goals for your market and build the strategies to achieve them. Each General Sales Manager owns their store; you own the region, setting direction, building store-leader capability and holding leaders accountable for results. People Own the talent and leadership health of the region. Hire, coach, develop and performance-manage your General Sales Managers, and support them in building strong store leadership teams of Sales Managers and Assistant Sales Managers. Set clear expectations, hold leaders accountable for results and own regional staffing health, onboarding quality, engagement, retention, succession planning and bench strength. Performance Own regional results and help leaders turn goals into execution. Translate company priorities into clear regional and store plans, lead business reviews with your General Sales Managers and drive corrective action when trends fall short. Maintain a strong command of the measures that drive the business: sales to budget, staffing to traffic, turnover, close rate, sales per guest, average sale, sleep, protection, financing applications, appointment generation, fair distribution of sales opportunities, order accuracy and customer experience. Profitability Think and act like a regional business owner. Own the financial health of every store in your region. Understand how revenue, net margin, labor, productivity, staffing and operating decisions work together, build financial acumen in your General Sales Managers and apply continuous-improvement tools to strengthen safety, quality, productivity and cost. Operations Make sure every store is ready to win every day. Lead a structured visit in each store every week to confirm showrooms are safe, compliant and guest-ready, and that the sales process, follow-up and compliance standards are executed consistently. Coordinate across Sales, Store Operations and support partners, make sure significant customer concerns are resolved and step onto the sales floor with guests when it matters, modeling great selling and coaching in the moment. Grow People. Build the Leadership Pipeline. Great Regional Directors don't create results alone. You'll build an inspiring culture through vision, empowerment and development, developing General Sales Managers who own their businesses and grow the Sales Managers and Assistant Sales Managers who will lead stores next. Your own development begins with a detailed, high-intensity six-month onboarding experience designed so you enter the role confident and set up for long-term success. Ongoing development includes leadership meetings, product and vendor training and leadership training. If furniture is new to you, you'll learn our products, how they're positioned in the market and how the business operates. Leadership Pathway: Regional Director of Sales → Senior Regional Director → Area Vice President → Vice President Advancement is based on results, leadership readiness and available opportunities. Enterprise Impact Your influence extends beyond your assigned stores. You'll support store openings, relocations, remodels and, when necessary, closures. Leaders who consistently deliver results in their region may also be selected to lead enterprise-wide projects that improve how the business operates. You'll stay current on the local competitive landscape and help build the Ashley brand through active involvement in community functions and events. What You'll Bring • 5-7 years of retail sales and sales-management experience in a multi-store, high-volume organization required, • Demonstrated career growth, including experience as a district manager or equivalent leader across a significant number of stores, • Retail or hospitality experience preferred; furniture retail experience is not required, • Exceptional knowledge of retail and sales operations, with strong business knowledge across finance, management, marketing and merchandising, • Proven ability to develop leaders and achieve results through store leadership teams, • Strong analytical and problem-solving skills, with the ability to dig into data and turn insight into action, • Exceptional relationship-building skills and clear, concise verbal and written communication, • Strong project, resource and organizational management skills, with the ability to meet demanding deadlines, • Agility to pivot quickly when priorities change, • Basic computer and office-software skills, • A friendly, enthusiastic and energetic approach, with a genuine desire to deliver outstanding service Benefits and Recognition • Medical, dental and vision coverage, with plans starting at $25 per week, • Life insurance and a 401(k) retirement plan with company match, • Paid time off, holiday pay and a paid day off for your birthday, • Employee discounts on products and services, • Referral bonuses of up to $1,000 for successful referrals, • Quarterly and annual recognition programs and eligibility for the FDE G3 Profit-Sharing Program, subject to program criteria Schedule & Travel Expectations Regional leadership happens where the business is happening. This field-based position is scheduled for a minimum of 45 hours per week, including Saturdays and/or Sundays, with two days off each week. Hours increase during holidays, blackout periods, vacation coverage and other periods of business need, when days off may be limited. Travel Requirement: Up to 75% across the assigned region. Ready to Lead at the Regional Level? If you've built successful teams, developed strong leaders and know how to turn business insights into action, this is an opportunity to expand your impact across an entire region. Build leaders. Grow businesses. Lead a region. FDE is an equal opportunity employer.

Job Description Account Executive / Account Growth Location: New York, hybrid Business lines: Professional Talent, Technology Talent, INFRAstructure Talent Services: Consultant staffing and Direct Hire search About Lloyd Lloyd helps growth minded companies keep work moving. TALENT that WORKS We build trusted talent communities and deliver fast, reliable hires so important work never waits on the right person. We are expanding our New York team with a sales professional who creates new relationships, grows accounts, and turns openings into outcomes. What you will do Open doors and earn trust with hiring leaders across Professional, Technology, and INFRAstructure. Build and manage a personal book of business. Land new accounts and expand existing ones. Run the full commercial cycle from prospecting and first meetings through scoping, proposing, closing, and account growth. Partner with Lloyd recruiters to deliver fast shortlists and keep clients updated with clear next steps. Use simple scorecards and CRM discipline to manage pipeline, forecast gross profit, and hit monthly targets. Show up for clients at meetings, industry events, and online. LinkedIn presence matters. How you will win here • Move with speed and protect quality., • Be present with clients and candidates., • Follow through with clear notes and reliable updates., • Work as one team with Sales, Recruiting, and Operations aligned for the client. What we provide • A recognized brand with active demand in New York and national reach., • Experienced recruiting pods in Professional, Technology, and INFRAstructure to deliver your searches., • Modern tools, outreach automation, clear playbooks, and real mentorship., • Leadership that backs smart experiments and removes roadblocks. What you bring • 2-6 yrs + in business to business sales., • Staffing or search is ideal, strong closers from adjacent industries are welcome., • Proof that you can open new logos and expand accounts., • Comfort speaking with Operations, Finance, and IT or Engineering leaders., • Clear writing, crisp meetings, and reliable CRM habits., • Competitive, collaborative, and coachable. Compensation • Base salary with uncapped commission and bonuses., • $50,000 - $70,000, • Full benefits, 401k, paid time off, training, and clear growth paths from Account Executive to Senior Account Executive to Account Growth and Success Director. Why Lloyd We have spent decades earning trust in New York by delivering. You will sell a service you can believe in, with recruiting teams that execute, leadership that removes roadblocks, and a culture built on People First, a Spirit to Win, and Earning Trust

Who We Are We are a team of motivated, engaged, and exceptionally talented self-starters, willing to roll up our sleeves and do what is necessary to get the job done. If you are interested in joining this dynamic team and have a passion to learn, develop, and want your experience to make an immediate impact, please apply. To find out more about us, please visit our website: _ What We Offer We offer an environment of continuous development and growth with a thriving company culture, exceptional colleagues, and exceptional benefits. Our benefit package includes: • Hybrid work options available and flexible hours, • Excellent health insurance, • No employee cost for dental and vision insurance, • Paid holidays and generous paid time off, • Professional development opportunities, • Educational assistance opportunities, • Multiple retirement plan options with company contribution, • Short-term and long-term disability coverage, • Flexible spending account with company contribution, • Life Insurance, • 529 College Savings Program, • $300 Wellness Reimbursement What You’ll Do At LIPA The Director, Budget assists in fulfilling LIPA’s purpose of clean, reliable, and affordable electric service for our customers on Long Island and the Rockaways through the development of the LIPA Consolidated Budget and Financial Plan as well as monitoring of actual spending compared to the budget. The position plays a pivotal role in managing financial operations and ensuring fiscal responsibility. This leadership position is responsible for overseeing all aspects of budgeting, financial planning, and analysis to support LIPA’s strategic goals and efficient operations. Fostering a collaborative and productive work environment, the Director, Budget will lead a budget team providing guidance, mentorship, and training. This position is responsible for participating in the development of: • LIPA’s strategic plan, aligning financial goals with the strategy;, • Communicating budgetary goals, financial performance, and strategic priorities to internal and external stakeholders;, • Engaging with investors, regulatory bodies, and community groups as needed. Essential Job Functions include: • Oversees development of LIPA’s consolidated budget process which includes the Service Provider’s operating and capital budget (and separately the annual budget for UDSA) and monitors impact to revenue requirement monitoring the necessity of a rate case., • Leads development of comprehensive budgets that include operating expenses, capital expenditures, and revenue projections. Creates and manages the budgeting timeline and process., • Works with Service Provider to ensure a thorough understanding of the budget funding levels, including an understanding of the operational work plans, regulatory, and contractual elements that support the funding levels. Oversees the development of financial models and forecasting tools to project long-term revenues, expenses, and capital requirements, • Collaborates with senior management to establish annual and long-term budgetary goals and objectives and ensures departmental budgets align with the overall organizational goals and strategic plan., • Monitors budget performance throughout the fiscal year, identifying variances and implementing corrective actions as needed.Leads the review of budget requests and modifications and preparation for approval., • Acts as a liaison between LIPA and Service Provider for budget and financial analyses and monitors spending versus budget to identify risks and opportunities leading to the variance analysis for the Finance and Audit Committee., • Supports LIPA teams to set a financial plan for capital projects and monitor progress of work to spending levels., • Collaborates with regulatory and legal teams to navigate rate approvals and compliance., • Prepares and presents financial reports to senior management, the Board of Trustees, and regulatory agencies. Ensures accurate and timely financial reporting in compliance with accounting standards and regulatory requirements., • Identifies financial risks and develops strategies to mitigate them. Supports risk management programs., • Assists in development of financial contingency plans for emergencies, disasters, and unforeseen events., • Stays informed about regulatory changes affecting the electric utility industry. Ensures that financial planning and reporting comply with industry-specific regulations and standards. Assists in preparing regulatory filings and participating in rate hearings and supports the development of rate cases as necessary., • Identifies metric opportunities to reduce costs and improve operational efficiency.Supports efficiencies by monitoring and evaluating the performance of the budget team and business processes to streamline tasks, and initiates new or revised approaches as appropriate., • Acts as Secretary to the Budget and Rates Committee., • Advises LIPA senior management on the Service Provider budget plan and/or any major issues related to the service agreement. Completes various financial analyses as required to support LIPA’s decision-making process., • Acts as liaison with the NYS Department of Public Service (DPS) for the budget process, including continued monitoring throughout the year., • Sets objectives and establishes annual work plans; manages the performance of direct reports, including overseeing, monitoring, and guiding work plan and job functions; provides ongoing performance feedback to direct reports; identifies and monitors employee development. Assigns and manages activities and projects and ensures timely delivery and work product quality. What We Need • Bachelor’s Degree in Accounting, Finance, Business Administration, Public Administration, Economics or a related field, • Ten (10) years of related experience to successfully perform the job duties and responsibilities, • Seven (7) years of Supervisory/Management experience, • Strong financial analysis and acumen, organizational, and creative thinking skills, and ability to be flexible and self-motivated, • Demonstrated leadership skills, • Able to communicate effectively verbally and in writing as appropriate for the needs of the audience, • Strong problem-solving skills, • Able to utilize financial software and systems for budgeting, financial analysis, and reporting, • Skilled in networking and building effective working relationship with colleagues, service providers, NYS regulatory agencies and other entities, • Strong interpersonal and influencing skills, • Skilled in managing projects and budget cycles., • Proficient in Microsoft Excel and strong Word and PowerPoint skills, • Skilled in multitasking and prioritization, • Demonstrated ability to lead team members across departments and functions and creating an engaging, collaborative and productive environment to maximize team effectiveness, • Strong collaboration and team building skills, • Detail oriented with strong analytical skills Preferred Qualifications • Master’s Degree - MPA, or MBA, • Utility finance or similar industry experience with a focus on budgeting and related operational analysis., • Government or private sector budget development experience along with financial analysis and cost accounting. Salary Range: $184,500 - $225,500 How You Can Apply: • Interested parties should submit their cover letter and resume to Gary Martens, Director, Human Resources and Administration, at 2026DirectorBudget@lipower.org LIPA is an equal opportunity employer. All people with disabilities are encouraged to apply. If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Gary Martens, Director, Human Resources and Administration.

Harbor Accounting Group | Syosset, NY (Long Island) | Full-Time About Harbor Accounting Group: Harbor Accounting Group is a family-owned accounting firm based on Long Island, New York. Comprised of seven member firms and continuing to grow, we provide comprehensive tax, accounting, and advisory services to closely held businesses, business owners, and high-net-worth individuals across a variety of industries. We combine the personalized service and strong client relationships of our member firms with the resources, technology, and expertise of a growing organization. We foster a collaborative, entrepreneurial environment where experienced professionals are empowered to lead, grow, and make a meaningful impact. Position Overview: Harbor Accounting Group is seeking an experienced Tax Principal to join our growing Tax & Advisory Services practice. This position will manage an established portfolio of closely held businesses, business owners, and high-net-worth individuals, with responsibility for tax compliance, strategic planning, advisory services, and oversight of client relationships and engagement teams. The ideal candidate is an accomplished tax professional with strong technical expertise, exceptional client relationship management skills, and a demonstrated ability to lead complex engagements and develop high-performing teams. This role combines technical leadership, strategic client advisory, practice management, and business development responsibilities. The Tax Principal will work closely with firm leadership and play an integral role in the continued growth and success of Harbor Accounting Group. Key Responsibilities: Client Leadership & Strategic Advisory • Serve as the primary relationship manager and trusted advisor for a portfolio of closely held businesses, business owners, and high-net-worth individuals., • Provide proactive federal, state, and local tax planning, consulting, and compliance services., • Advise clients on complex tax matters, including entity structuring, business transactions, succession planning, and other strategic tax considerations., • Develop and maintain strong, long-term client relationships while identifying opportunities to provide additional advisory services., • Collaborate with clients' management teams, attorneys, financial advisors, and other professionals to address business and tax matters., • Provide guidance on evolving tax legislation and regulatory developments impacting clients. Technical Excellence & Engagement Oversight • Oversee the review and delivery of complex individual, partnership, S corporation, C corporation, and fiduciary tax returns., • Lead tax planning and research initiatives, providing practical solutions to complex technical and compliance matters., • Manage multiple client engagements, including staffing, budgets, deadlines, workflow, and profitability., • Ensure the quality, accuracy, and timely completion of client deliverables while maintaining compliance with professional standards., • Provide technical guidance and support to managers and staff on complex tax issues., • Identify opportunities to improve processes, enhance efficiency, and strengthen client service. Practice Growth & Business Development • Contribute to the strategic growth and continued expansion of Harbor Accounting Group's Tax & Advisory Services practice., • Develop and strengthen relationships with existing clients, referral sources, and other industry professionals., • Identify new business opportunities and additional service offerings within existing client relationships., • Participate in business development initiatives, networking events, and professional organizations., • Collaborate with firm leadership on practice development, client retention, and growth initiatives., • Support the successful integration of new clients and member firms as the organization expands. Leadership & Talent Development • Lead, mentor, and develop tax managers, seniors, and staff, fostering technical excellence and professional growth., • Provide meaningful feedback, career guidance, and professional development opportunities., • Effectively delegate responsibilities and oversee engagement teams to ensure quality and efficiency., • Foster a collaborative, accountable, and high-performing team environment. Innovation & Operational Excellence • Champion the use of tax technology, automation, and digital solutions to improve engagement execution and client service., • Identify and implement opportunities to streamline workflows, improve operational efficiency, and enhance profitability., • Collaborate with firm leadership to establish best practices and promote consistency across the organization., • Stay current on emerging technologies and industry developments affecting the accounting profession. Qualifications: Required • Bachelor's degree in Accounting, Taxation, Finance, or a related field., • Active CPA or EA license required, • 15+ years of progressive public accounting experience, including significant responsibility for tax engagements and client relationships., • Strong technical knowledge of federal, state, and local taxation, particularly partnership, S corporation, and individual taxation., • Extensive experience serving closely held businesses, business owners, and high-net-worth individuals., • Demonstrated ability to independently manage complex client engagements and a diverse client portfolio., • Proven experience supervising, mentoring, and developing professional staff., • Strong client relationship management, communication, analytical, and organizational skills., • Ability to manage multiple engagements and deadlines while maintaining exceptional client service standards. Preferred • Experience in a Tax Director, Principal, Partner, or senior-level tax leadership role., • Experience with multistate taxation, fiduciary taxation, and business succession planning., • Proficiency with CCH ProSystem fx, Lacerte, or Ultra Tax., • Demonstrated success in business development and practice growth initiatives., • Experience managing engagement budgets, staffing, and profitability., • Familiarity with tax technology, automation, and process improvement initiatives. Current Tax Partners, Tax Directors, Principals, and experienced Senior Tax Managers with the ability to perform at the principal level are encouraged to apply. Compensation & Benefits: Base Salary: $225,000+ annually, depending on experience and qualifications. Harbor Accounting Group offers a competitive compensation package, including performance-based incentive opportunities and a comprehensive benefits package. Benefits may include: • Competitive base salary starting at $225,000, • Performance-based bonus opportunities, • Health insurance, • 401(k) retirement plan, • Paid time off and holidays, • Professional development and continuing education opportunities, • Opportunities for career advancement and leadership within a growing firm Location: This position is based in our Syosset, New York office on Long Island. Equal Opportunity Employer Harbor Accounting Group is an equal opportunity employer. We are committed to providing equal employment opportunities to all qualified applicants without regard to any legally protected characteristic. Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Opportunities for advancement, • Paid time off Work Location: In person

Korn Ferry has partnered with our client on their search for the role, Portfolio Manager. Purpose of the Position About the Role of Portfolio Manager– Commercial Banking Group A regional Bank is a fast growing, dynamic organization which results in continued changes to our processes and methods of operation. It is essential that applicants for this role be able to apply their commercial lending knowledge and skills to underwrite and, in time, structure and negotiate complex credit facilities. A high degree of independence, self-motivation, and initiative are required for the role which will entail regular interaction with the bank’s most valuable clients and senior management. In addition, the role requires presentations to the Loan Committee and interaction with the Banks executive leadership team. Compensation consists of a base salary and a discretionary annual bonus based on performance. Basic Function: The role reports to the Senior Managing Director, Commercial Banking Group or their designee and will directly or indirectly serve as the primary point of contact for loan facility structuring, underwriting, closing and ongoing portfolio management for new and existing clients. The role will also encompass early-stage discussions with perspective new clients, sourced by our business development team, and with the help of the Sales Team, sell the perspective client on moving forward with the Bank’s proposal. There are no new business development responsibilities. However, the Junior Lender is expected to identify any ancillary banking needs and provide appropriate direction internally. The role requires customer contact, including, in time, structuring and negotiating terms, conditions, and pricing. Our target market is comprised of the nation’s top and demanding law firms handling personal injury cases and Mass Tort and Class Action cases such as Roundup, Opioids and Talc. The bank lends into these relationships to support the firm’s working capital needs, marketing, acquisitions needs with the source of repayment being the attorney fees received from the settlement of these litigations. This position is to continue supporting the Bank’s rapid growth as part of the team that handles the larger and more complicated segment of our business. The successful candidate in this role will be able to execute the underwriting of new loan requests across a broad spectrum of borrowers. This may entail developing custom financial models in Excel, consolidating financial results among multiple entities, engaging with the client to negotiate deal terms and structure, preparing term sheets, interfacing with the originating Business Development Officer with regards to the opportunity status, concerns, and or ultimate loan decision. The role will also include, with support from more senior members of the team, reviewing/negotiating loan documentations such as loan agreements, notes, guaranties, intercreditor agreements, and participation agreements. Some travel will be necessary as our client base is national, but it should be less than 20% of the time. Key Responsibilities Principal Responsibilities: • Underwriting loan requests, • Timely gathering of required file information from clients, • Conduct full scope financial analysis in support of new and ongoing credit exposure, including income statement, balance sheet, and personal financial statement analysis, and pulling and reviewing credit reports, liens, judgments, bankruptcy and criminal background information., • Prepare and present for approval annual reviews and requests for increased credit, modified terms, and facilities for new and existing borrowers., • Communicate with borrowers to discuss their financial situation, address concerns, and obtain additional requirements., • Work with more senior members of the team to negotiate facility terms and support the loan closing and documentation process., • Create and maintain well organized files in an audit ready state., • Identify and escalate issues related to credit concerns or client retention., • Perform other duties and special projects as they may be assigned. The Candidate Skills and Competencies Key Skills Required: • Borrowing base and other commercial lending underwriting experience, • Intermediate to advanced skill set in Excel and other Microsoft Office products, • Excellent inter-personal skills, • Ability to develop trusted relationships with the Bank’s client base, • High energy with intellectual curiosity, • Dedicated work ethic and self-starter, • Work well under pressure, • Excellent written and verbal communication skills, • Excellent organizational skills, • Process oriented when approaching key job responsibilities Background & Experience: • Relevant bachelor’s degree (Finance, Economics, Accounting, Business etc.), • Experience, spanning underwriting of complex commercial loans, • Demonstrated history of strong communication with clients, • Knowledge of Asset Based Lending (ABL) and related covenants, • Excellent organizational and communication skills to manage portfolio workflow, • Ensure that all activities are performed in compliance with the bank’s policies and federal, state, and other regulatory requirements, • Formal credit training is preferred

COMPANY: Baseball Lifestyle 101 is a growing apparel company located in Farmingdale, New York. We pride ourselves on the community that we have built and the clothing that represents baseball fanatics everywhere. We believe the team we build today is the foundation for our future success. TITLE: Senior FP&A Analyst SUMMARY OF ROLE: This candidate will maintain and update the forecast/channel-level reporting for an assigned BL101 sales channel (Ops & Retail, DTC: Ecom/Amazon/TikTok, or Wholesale), incorporating the latest input from that channel's functional partners (e.g., Ops/Retail, Marketing, Content). This is a full time exempt role that reports to the Senior Director of Finance. Full P&L ownership for the channel sits with the Senior Director of Finance and CFO; this role is the analytical engine that keeps the forecast current between them. RESPONSIBILITIES: The Senior FP&A Analyst is responsible for the following: • Updates and maintains the channel-level forecast based on the latest input from the channel's functional departments, • Partners closely with functional teams (e.g., Ops/Retail, Marketing, Content) to gather assumptions, spend plans, and timing that feed the forecast, • Pulls and maintains the underlying data (NetSuite, sales systems, and other source data) that supports the forecast, • Flags when a department's assumptions are consistently off versus actuals and surface the discrepancy, • Builds and maintains channel-level scorecards and KPI reporting, • Analyzes variances to forecast/budget and identifies underlying drivers, risks, and opportunities, • Rolls up channel-level updates into the company-wide operating model owned by the Senior Director and CFO, • Tracks channel-specific economics (e.g., spend efficiency/ROI for DTC, sell-through and inventory timing for Wholesale, comp performance for Retail), • Supports ad hoc analysis for leadership, lenders, and the ownership group as needed, • Performs other duties as assigned EDUCATION: Bachelor's degree in Finance, Accounting, Economics, or a related field. EXPERIENCE: 3+ years of experience in FP&A, financial analysis, consulting, or investment banking, ideally with exposure to consumer products, apparel, or a multi-channel retail environment. Experience partnering cross-functionally to build and maintain a forecast preferred. SKILLS: • Advanced Excel and financial modeling skills, • Strong analytical and problem-solving ability, comfortable working with large datasets, • Experience with NetSuite or a comparable ERP/BI system a plus, • Ability to communicate financial results clearly to non-finance stakeholders, • Comfortable synthesizing input from multiple functional partners into a single, current forecast PHYSICAL REQUIREMENTS: • Prolonged periods sitting at a desk and working on a computer, • Occasional standing or walking within the office, • Frequent use of hands for typing and data entry, • Occasional travel as needed

Tax Director (with ASC 740 experience) needed for well established technology company based in Irvine. This Jobot Job is hosted by: Joseph Calabrese Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $170,000 - $200,000 per year A bit about us: We are seeking an experienced and dynamic Tax Director to join our team in the Tech Services industry. This is an exceptional opportunity for a seasoned tax professional to bring their expertise to a fast-paced, technology-driven environment. The successful candidate will be responsible for managing all aspects of the company's tax function, including compliance, planning, and strategy. This is a high-visibility role that will interact with senior leadership and contribute significantly to the company's financial strategy. Why join us? • Competitive Salary and Bonuses, • Paid benefits for the employees: Medical, Dental, Vision, LTD, Life insurance/AD&D, • Paid parental leave, • 401(k), • Health and Wellness programs, • Employee discounts – e.g. gym memberships, wireless plans, entertainment tickets, • Fully stocked kitchen, • Casual Office Atmosphere, • Commuter Benefits Program, • Ongoing Education & Training Job Details Education And Experience • Bachelor's degree in accounting, finance, or related field, • 7+ years’ experience in federal and state taxation, • Preparation and review experience of federal and state tax returns for corporations and partnerships., • Active CPA preferred, • Experience with accounting for income taxes in accordance with ASC 740, • Previous Big 4 or large CPA firm experience preferred, • Management experience, • Excellent research and writing skills, • Analytical ability to develop and implement improvements or recommendations, • Strong attention to detail and high-level of accuracy, • Ability to handle extremely sensitive information requiring the utmost discretion and confidentiality, • Strong written and verbal communication skills, excellent organizational skills Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. 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

The Senior FP&A Analyst is responsible for the following:. This is a full time exempt role that reports to the Senior Director of Finance. Full P&L ownership for the channel sits with the Senior Director of Finance and CFO; this role is the analytical engine that keeps the forecast current b

The Senior FP&A Analyst is responsible for the following:. Rolls up channel-level updates into the company-wide operating model owned by the Senior Director and CFO. This is a full time exempt role that reports to the Senior Director of Finance.

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