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Job Description*PLEASE NOTE: TO BE CONSIDERED FOR THIS ROLE, APPLICANTS MUST SUBMIT MATERIALS DIRECTLY TO ANNE MCCARTHY AT . APPLICATIONS THROUGH THIS FORM WILL NOT BE VIEWED. Thank you! Background: Established in 1984, BFC Partners is a full-service real estate development firm dedicated to creating community-first, urban development solutions in culturally rich neighborhoods. Providing affordable housing and mixed-use developments in order to strengthen and revitalize communities, the firm manages the entire development lifecycle, including land acquisition, community engagement, financing, design, construction management, and asset management. Based in New York City, BFC Partners has delivered over 11,000 housing units, developed more than 2 million square feet of commercial and retail space, and 1 million square feet of community space, and preserved over 5,000 affordable housing units. The companys core valuesPioneering Progress, Committing to Community, Staying Affordable, Sharing Success, and Being Accountableguide every aspect of its work. The Position: BFC Partners is seeking a skilled and seasoned financial professional to become its next Vice President of Finance/Chief Accounting Officer (VP/CAO). As a key member of the Executive Management team, the VP/CAO will act as a trusted advisor to the Partners and executive management team on all matters relating to the financial strategy and operations of the firm. The VP/CAO will oversee all finance, accounting, budgeting, reporting, tax, payroll, treasury and HR functions and assume a key role in the overall management of the company. Having established credibility within the organization and with lenders, the VP/CAO will be a strong leader in driving continued profitability and establishing a best-in-class Finance and Accounting function. In addition, the VP/CAO will serve a leading role in evaluating and supporting organic growth strategies, as well as assisting in the potential execution and integration of acquisitions. BFC Partners is seeking a candidate who understands the importance of culture, brand, and strategy and will work proactively to justify investments in those areas. The position requires a person who can implement and manage their responsibilities while being cognizant of BFCs culture and core values of success. Specific responsibilities will include but not be limited to: • Proactively collaborate with the Partners and senior leadership team to identify and drive the organization to achieve strategic and operational objectives;, • Provide leadership, direction, and management of the finance, accounting, and human resources (HR) teams;, • Elevate the finance function so that it adds value above-and-beyond accurate and timely financial reporting;, • Provide tactical financial guidance and advise on strategic leadership decisions that affect the firms financial stability and continued success (e.g., the evaluation of potential alliances, acquisitions and/or mergers and investments);, • Develop a reliable cash flow projection process and reporting mechanism which includes a minimum cash threshold to meet operating needs;, • Evaluate the finance divisions structure and team and develop plans to continually improve the groups efficiency and effectiveness while supporting employees professional and personal growth;, • Evaluate and advise on the impact of long-range planning, introduction of new programs/strategies, and regulatory action;, • Develop and maintain key external strategic partnerships;, • Oversee and ensure accurate and timely reporting to external constituencies and maintenance of data systems where necessary;, • Forecast cash flow based on upcoming projects, expenditures, investments, and tax liabilities;, • Oversee the Project Accounting department;, • Prepare operating budgets and oversee financial reporting; coordinate the preparation of financial statements, financial reports, and project reports;, • Review, analyze, and present to the management team the month-end, quarter-end, and annual financial statements;, • Conduct monthly financial project review meetings with respective project management teams;, • Oversee and review yearly audit and preparation of tax returns by external CPAs;, • Analyze and manage process for work in progress (WIP) reporting and closing;, • Oversee the full cycle accounts receivable and accounts payable process;, • Perform margin analysis on projects for improved cost management and increased profits;, • Implement and coordinate changes and improvements in automated financial and management information systems and new systems in process;, • Ensure compliance with local, state, and federal income, sales, and payroll tax requirements;, • Oversee the approval and processing of requisitions, payments to subcontractors, purchasing, department budgets, ledger, account maintenance, and data entry;, • Establish and maintain appropriate internal control safeguards;, • Ensure financial records and systems are maintained in accordance with generally accepted accounting principles (GAAP) and other methods of accounting as needed;, • Establish and implement short- and long-range departmental goals, objectives, policies, and operating procedures;, • Represent the company externally to government agencies, banks, sureties, and insurance brokers and carriers;, • Coordinate external audits with outside accounting firms and governmental agencies or unions;, • Recruit, train, supervise, and evaluate accounting department staff;, • Oversee the Human Resource function.YEAR ONE CRITICAL SUCCESS FACTORS: BFC Partners has identified the following as the key success factors for year one: • Learn the business and culture to build credibility with the executive team, peers, direct reports, and key stakeholders;, • Optimize and streamline the corporate and functional structure of the finance team to promote deeper alignment and plan for continual improvement;, • Collaboratively lead the senior management team and other key internal constituents through a comprehensive uniform budgeting process while playing an active role in consistently promoting operational excellence.QUALIFICATIONS: Qualified candidates must have a broad understanding of business operations as well as strong leadership, communication, and analytical judgment skills to complement proven C-level technical expertise. This position requires an executive who is financially and operationally savvy, with a demonstrated ability to develop and monitor key performance metrics/dashboards in partnership with all department heads to support effective resource planning. The successful candidate will possess strong finance and accounting skills, exceptional attention to detail, strong critical thinking skills, and the ability to be a hands-on leader who takes ownership of the financial and accounting strategy. Prior experience in a dynamic real estate development and construction company would be ideal. Additionally: • Bachelors Degree in Accounting or Finance is required; MBA, CPA and/or other relevant professional designation is highly preferred;, • 12 or more years experience in finance roles, with at least 3 of those years serving in leadership roles as VP of Finance or related title within a company;, • Extensive knowledge of P&L, Balance Sheet and Cash Flow statements, coupled with strong GAAP accounting principles understanding;, • Fluency in enterprise resource planning (ERP) software; Timberline/Sage 300/Sage Intacct preferred;, • Ability to oversee the audit process;, • Strong writing, verbal, and interpersonal skills with the ability to communicate clearly with staff and to present BFC Partners in a compelling and effective manner to clients and stakeholders;, • Proactive problem-solving abilities and excellent judgment;, • Experience leading and mentoring staff; ability to evaluate and support professional development needs and opportunities as well as strategies to encourage growth;, • Experience distilling an organizations operational areas for opportunity and building new internal capabilities to drive profitable growth;, • Early career experience in public accounting with a top tier firm is a plus;, • Deep commitment to equity, inclusion, accessibility, as well as an interest in community/neighborhood development;, • Discretion, maturity, and a high level of trustworthiness.Other Information: BFC Partners is an equal opportunity employer, and does not discriminate on the basis of race, color, religion, creed, sex, sexual orientation, gender identification, national origin, ancestry, age, marital status, citizenship status, veteran status, disability or any other criterion specified by federal, state or local laws, in the administration of its employment policy. BFC Partners strongly encourages applicants from all cultures, races, educational backgrounds, life experiences, socio-economic classes, sexual orientations, age, gender, and physical abilities to apply. Compensation: Compensation is expected to be $300K, plus bonus and benefits. This position requires in-office attendance 5 days/week. To Apply BFC Partners has retained the services of Harris Rand Lusk to conduct this search. Inquiries, nominations, and applications may be directed in confidence to: Jack Lusk, CEO & Managing Partner Anne McCarthy, COO Harris Rand Lusk 260 Madison Avenue, 15th Floor New York, NY 10016 Email cover letter and resume to: Please include BFC Partners VP/CAO in the subject line of the email

Job Description Tax Director- Professional Services New York, NY or Palm Beach Gardens, FL Hybrid RESPONSIBILITIES: • Serve as a strategic advisor to clients within the Professional Services industry, delivering high-quality tax planning and compliance solutions for Partnerships, Corporations and individual shareholders/partners., • Address complex tax issues and provide innovative solutions to minimize tax liabilities while ensuring compliance with federal, state, and local tax laws., • Build and maintain strong client relationships, ensuring exceptional client service and satisfaction., • Lead market-facing initiatives to grow the practice area by identifying new business opportunities and expanding client relationships., • Develop and execute strategic business development plans to increase firm visibility and revenue within the Professional Services industry. Qualifications: • Certified Public Accountant (CPA) preferred., • 10+ years of progressive tax experience in public accounting, with a focus on the Professional Services industry., • Proven expertise in Partnership, Corporation, and individual shareholder/partner tax matters., • Expertise in Partnership tax concepts including special allocation and state and local complexities., • Demonstrated success in business development, client relationship management, and practice growth. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description Title: Tax Senior, Architecture, Engineering & Construction Department: Tax, Architecture, Engineering & Construction (AEC) Supervises: N/A Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: As a Tax Senior specializing in the Architecture, Engineering, and Construction (AEC) group here at Anchin, you will be responsible for managing and coordinating tax compliance and advisory services for our clients in the AEC industry. The ideal candidate will have a strong background in tax accounting, excellent analytical skills, and the ability to build and maintain client relationships. RESPONSIBILITIES: Primary: • Prepare and review federal and state income tax returns for individuals, corporations, partnerships, and trusts in the AEC industry., • Conduct tax research and provide technical expertise on various tax issues and regulations., • Assist clients with tax planning and advisory services to optimize tax strategies and ensure compliance., • Coordinate and manage tax audits and respond to inquiries from tax authorities., • Mentor junior tax staff, providing guidance and support in their professional development., • Collaborate with other departments to deliver comprehensive and integrated tax solutions., • Stay current on tax laws, regulations, and industry trends to ensure the firm's services remain competitive and relevant. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 2+ years of experience in tax, with a focus on the AEC industry., • Strong knowledge of tax laws and regulations., • Good analytical and problem-solving skills., • Great communication and client relationship skills. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Title: Tax Manager, Real Estate Department: Real Estate Tax Supervises: Supervisors and below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: As a Tax Manager specializing in Real Estate at Anchin, you will manage tax compliance, planning, and advisory services for a broad range of real estate clients. This role manages engagements, reviews complex tax returns, provides technical guidance, and partners closely with partners and clients on strategic tax matters. The ideal candidate has strong technical skills in real estate taxation, experience supervising staff, and a commitment to delivering exceptional client service. RESPONSIBILITIES: Primary: • Manage and review federal, state, and local tax compliance for real estate clients, including partnerships, corporations, LLCs, and REITs., • Lead complex real estate tax engagements covering partnership allocations, 704(b) and 704(c), 754 elections, opportunity zones, like-kind exchanges (1031), and cost segregation considerations., • Oversee and review partnership tax returns (Forms 1065), K-1s, and related supporting schedules., • Identify and research complex tax issues; prepare technical memoranda and provide recommendations to clients and internal teams., • Advise clients on tax planning opportunities, entity structuring, acquisition/disposition strategies, and real estate-specific tax implications., • Manage engagement budgeting, scheduling, and workflow to ensure timely delivery of high-quality work., • Mentor, train, and supervise junior team members, and provide performance feedback and support career development. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 5+ years of relevant tax experience in public accounting, with a strong focus on real estate., • Deep knowledge of real estate tax concepts, partnership taxation, and related regulations., • Experience managing multiple engagements and leading teams., • Strong research, analytical, and problem-solving skills., • Excellent communication and client-service abilities. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Tax Partner- RCI New York, NY Hybrid Overview: • Lead and manage complex RCI engagements, including internal investigations, regulatory response, fraud risk assessments, compliance program development, and forensic accounting., • Serve as a trusted advisor to clients across various industries, providing insights on evolving regulatory environments and government enforcement trends., • Ensure high-quality deliverables, adherence to deadlines, and client satisfaction on all projects., • Drive new business opportunities through networking, relationship development, and participation in industry events and thought leadership., • Collaborate with firm leadership to develop go-to-market strategies and service offerings aligned with client demand and market trends., • Expand the RCI practice’s footprint by cultivating long-term client relationships and cross-selling firm-wide capabilities., • Lead, coach, and mentor a team of consultants and senior professionals within the RCI group while fostering a collaborative, high-performance culture that values diversity, integrity, and innovation. Background: • CPA, JD, or CFE certification required., • 10 + years of experience in regulatory compliance, forensic accounting, investigations, or related advisory work., • Prior experience working in government agencies is required., • Experience with business development., • Strong knowledge of Federal, State and Local regulatory frameworks (e.g., DOJ, SEC, OFAC, FCPA, AML, DOL, MWBE, NYS 421-A, 485-X white collar defense, etc.). Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description About Closed Loop Partners Closed Loop Partners is dedicated to building the circular economy. The firm is comprised of three key businesses that create a platform for systems change: an innovation center, the Center for the Circular Economy, an investment group, Closed Loop Capital Management, and an operating group, Closed Loop Builders. Closed Loop Capital Management Closed Loop Capital Management (CLCM) manages venture capital, mid-market buyout private equity and catalytic private credit investment strategies on behalf of global corporations, financial institutions and family offices. To date, Closed Loop Capital Management has over $575+ million of assets under management. Our team has made over 90+ investments ranging from emerging innovations to established businesses. Focused on developed markets, Closed Loop Capital Management is designed to identify and accelerate circular solutions at different points within their growth, transitioning the economic system toward the efficiencies of circularity. Closed Loop Partners is based in New York City and is a registered B Corp. For more information, please visit . Role We are seeking an experienced, full-time Fund Accounting Analyst for the dynamic Closed Loop Capital Management organization. The Analyst will have primary day-to-day responsibility for the efficient and accurate execution of all general accounting functions and supporting the fund finance team. The role will report to the Director, Fund Finance & Accounting, working closely with the firm's corporate finance, investor relations, and the investment teams. This is an in-person role in our office in midtown Manhattan. Responsibilities • Maintain books and records for over 10 funds on a quarterly basis. Assist third party administrator with management of company books kept monthly., • Liaise with the firm's third-party fund administrator, auditor, and tax advisor, • Assist with quarter end financials process, maintaining schedules in support of quarter end close, and reviewing financials and capital account statements., • Review weekly bank account reconciliations, set up wire payments, monitor bank accounts and treasury processes, • Aid the year-end audit process, work with third party audit firm, edit financial statement footnotes and performance metrics, • Participate in yearly tax return process, review returns, verify accuracy of K-1 information, • Analyze intercompany transactions to confirm accuracy between funds and management company books, • Support the IR team to respond to investor questions and requests, • Analysis of fund performance, including financial modeling and FP&A Qualifications • Minimum of 2 years of post-college experience within accounting, private equity, consulting, or related industries, • Bachelor's degree in Accounting, Finance, or related field, • Clear understating of GAAP, bookkeeping, and the quarterly financial process for private equity funds, • Strong financial modelling, accounting, and corporate finance skills, • Excellent organizational skills, attention to detail, and thoroughness, • A team player who enjoys collaboration and demonstrates entrepreneurial mindset in a fast-paced environment, • Ability to work independently and as part of a team to take on new tasks with high levels of difficulty, • Demonstrated interest in sustainability and the circular economy Closed Loop Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality or sex. You must have US Work Authorization to be considered for any open Closed Loop Capital Management position.

Job Description Our client, a well-established publicly traded retail company, is seeking a Vice President – Controller to lead their corporate accounting and reporting functions. This is a highly visible leadership role responsible for overseeing all aspects of financial reporting, operational accounting, and internal controls in a complex, fast-paced public company environment. Key Responsibilities: * Lead and manage the corporate accounting function, including general ledger, month-end close, accounts payable/receivable, fixed assets, and payroll. * Oversee the preparation and filing of all SEC reports (10-Q, 10-K, 8-K), ensuring accuracy, timeliness, and compliance with U.S. GAAP and SEC regulations. * Maintain and enhance SOX compliance and internal control frameworks across all accounting processes. * Partner with FP&A, Treasury, Tax, and other cross-functional teams to support strategic and operational initiatives. * Provide leadership and mentorship to a growing team of 5+ accounting professionals, fostering a culture of accountability, accuracy, and continuous improvement. * Serve as a key accounting advisor to executive leadership and external auditors. Qualifications: * Bachelor's degree in Accounting, Finance, or related field; CPA required. * 10+ years of progressive accounting experience, including recent experience in a U.S. publicly traded company. * Proven track record of ownership over SEC filings (10-Q/10-K). * Strong knowledge of U.S. GAAP, SOX compliance, and operational accounting best practices. * Hands-on, detail-oriented leader with the ability to operate strategically while managing daily accounting functions. * Prior experience in retail, consumer products, or multi-entity environments is highly desirable.

Job DescriptionCompany Description Uncommon Schools is a nonprofit network of high-performing public charter schools dedicated to providing an exceptional K-12 education in economically disadvantaged communities. Operating in Boston, Camden, New York City, Newark, and Rochester, we are committed to closing the college completion gap and preparing every student for college and beyond. Our students consistently exceed national benchmarks, reflecting our dedication to their success. We invest deeply in our educators, offering weekly coaching, feedback, and professional development to ensure excellence in teaching and leadership. Join us to work hard, do good, and make a lasting difference! Job Description The Apprentice Teacher position provides a unique opportunity for talented individuals with limited or no teaching experience to explore the field of education and to gain hands-on practice and the training necessary to become a successful full-time classroom teacher. Apprentice Teachers will have an opportunity to observe best practices in classroom instruction and education reform from experienced teachers and school leaders at a leading charter management organization in New York City. Apprentice Teachers observe and learn from Master Teachers, co-teach with teacher-leaders, provide in-house substitute teaching coverage for teachers, and support teachers with tutoring, grading, and individual or small group student instruction. Depending on school needs and candidate background, Apprentice Teachers may also teach their own class of students, allowing for direct teaching experience within a more limited teaching load. Apprentice Teachers will also assist with a variety of work inside and outside of the classroom, including teaching Enrichment classes, organizing student events, and developing mentoring relationships with students. Through full participation in summer and school-year professional development, as well as regular meetings with an instructional coach, Apprentice Teachers will have many opportunities to gain the experience and support necessary to develop their teaching skills. By the end of the year, Apprentice Teachers will be very strong candidates for full-time teaching positions. SPECIFIC RESPONSIBILITIES • Teach classes on behalf of Deans and teacher-leaders who are observing other teachers;, • Provide substitute teaching coverage for teachers within the school;, • Potentially teach one class or small groups of students;, • Periodically plan and deliver instruction, gradually taking on more responsibility throughout the year;, • Develop teaching skills to potentially become a full-time teacher at the school;, • Support students by providing one-on-one and small group tutoring daily, and small group intervention and student support;, • Observe Master Teachers in order to improve instructional techniques and classroom management;, • Meet regularly with a coach to implement feedback on lessons and instruction;, • Teach or help coordinate an Enrichment class;, • Implementing curricula and activities to meet academic standards;, • Designing and implementing assessments that measure progress towards academic standards;, • Using assessment data to refine curriculum and inform instructional practices;, • Participating in collaborative curriculum development, grade-level activities, and school-wide functions, events, and trips;, • Providing consistent rewards and/or consequences for student behavior;, • Serving as an advisor to a small group of students;, • Helping to co-lead advisory/homeroom in the morning and afternoon;, • Supervising students during transitions, breakfast, lunch and afterschool;, • Being accountable for students’ mastery of academic standards;, • Communicating effectively with students, families, and colleagues;, • Participating in an annual three-week staff orientation and training.Qualifications, • Drive to improve the minds and lives of students in and out of the classroom, • Evidence of self-motivation, willingness to be a team player, and has a strong sense of personal responsibility;, • Ideal candidates are hard-working, urgent, energetic, and are willing to learn and adapt;, • Is extremely reflective and constantly wants to improve;, • is flexible and enjoys dealing with unpredictability;, • Strong time management skills; ability to manage multiple tasks simultaneously and meet tight deadlines;, • A strong candidate will possess strong organizational skills, communication skills (particularly with children), and problem solving skills;, • Interest in performing a critical support role and the ability to excel in a fast-paced, entrepreneurial, results-oriented environment;, • Prior experience working in schools and/or urban communities is preferred but not required;, • Relentless commitment to mission of educating urban students. Belief in and alignment with Uncommon’s core beliefs and educational philosophy is non-negotiable., • By the time that employment begins, candidates must have received a Bachelor's degree from a College or University. For teaching roles in New Jersey, the candidates must have earned a cumulative 2.75 GPA (for candidates graduating before September 1, 2016) or 3.0 (for candidates graduating on or after September 1, 2016) Additional Information Our people are what make us Uncommon. We offer competitive compensation and comprehensive benefits that support the personal health, wellness, and finances of our staff and their families. Our compensation philosophy values equity & fairness and attracting & retaining top talent. Compensation The compensation for this role is $60,000. Benefits • Generous paid time off inclusive of sick time, paid holidays, and 10 weeks of paid breaks (Spring, Winter, and Summer)., • Extensive, best-in-class training and development, • Comprehensive health, dental, and vision insurance plans + pre-tax flexible spending (FSA), dependent care (DCFSA), and health saving accounts (HSA), • Financial Planning, • 403(b) retirement savings program + employer match, • Paid leave of absence options (parental, medical, disability, etc.) At Uncommon, we believe that a supportive and welcoming environment helps our students, staff, and community thrive. We are dedicated to building a team that brings a wide range of perspectives and experiences, reflective of the communities we serve---with over 70% of our staff identifying as people of color. Our organization values respect and open dialogue on important topics that shape our school culture. As an equal opportunity employer, Uncommon provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We also ensure that individuals with disabilities receive all privileges and benefits associated with employment and are provided reasonable accommodations for the interview process and to perform core job functions. If you would like to request an accommodation, please email .

Job Description Tax Supervisor- PCG RESPONSIBILITIES: • Work directly with clients to assess their financial situations, goals, and objectives., • Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws., • Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations., • Build and maintain strong client relationships, becoming a trusted advisor in tax matters., • Stay up to date with changes in tax laws, regulations, and industry trends that could impact clients' financial situations. QUALIFICATIONS: • Bachelor’s degree in accounting, finance, or related field. A Master’s degree or CPA certification preferred., • 4 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment., • Strong understanding of individual, partnership, trust, estate, and gift taxation., • Familiarity with tax software and technology for efficient compliance and research. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description Title: Audit Partner, Architecture, Engineering & Construction Department: Audit, Architecture, Engineering & Construction (AEC) Supervises: Directors Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: As a Partner in Audit specializing in Architecture, Engineering, and Construction, you will be responsible for leading and managing audit engagements for clients within the AEC group. You will leverage your financial acumen, industry knowledge, and leadership skills to ensure the delivery of high-quality audit services. The role requires collaboration with cross-functional teams, effective client communication, and staying abreast of industry trends and regulations. RESPONSIBILITIES: • Lead and manage audit engagements for Architecture, Engineering, and Construction (AEC) clients, ensuring compliance with auditing standards and regulations., • Oversee and review audit work papers, financial statements, and related reports., • Cultivate and maintain strong client relationships, acting as a trusted advisor in financial matters., • Understand clients' business objectives and provide insights to improve financial performance., • Provide guidance and mentorship to audit teams, ensuring the delivery of high-quality services., • Collaborate with other partners and managers to foster a collaborative and efficient working environment., • Identify and assess risks associated with AEC engagements, developing strategies to mitigate these risks., • Ensure compliance with auditing standards, regulatory requirements, and firm policies., • Actively participate in business development activities, including client acquisition and relationship building., • Identify opportunities for expanding services to existing clients and pursuing new business opportunities within the AEC group., • Maintain a commitment to quality and excellence in audit services. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 12+ years of extensive experience in auditing with a focus on Architecture, Engineering, and Construction (AEC) clients., • Strong understanding of financial reporting, accounting principles, and regulatory requirements., • Excellent analytical and problem-solving skills., • Excellent leadership, communication, and interpersonal skills. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description About ASCAP The American Society of Composers, Authors and Publishers (ASCAP) is a membership association of more than one million songwriters, composers and music publishers, and represents some of the world’s most talented music creators. Founded and governed by songwriters, composers and publishers, it is the only performing rights organization in the U.S. that operates on a not-for-profit basis. ASCAP licenses a repertory of over 20 million musical works to hundreds of thousands of businesses that use music, including streaming services, cable television, radio and satellite radio and brick and mortar businesses such as retail stores, hotels, clubs, restaurants and bars. ASCAP collects the licensing fees; identifies, matches and processes trillions of performances every year; and returns nearly 90 cents of every dollar back to its members as royalties. The ASCAP blanket license offers an efficient solution for businesses to legally perform ASCAP music while respecting the right of songwriters and composers to be paid fairly. ASCAP puts music creators first, advocating for their rights and the value of music on Capitol Hill, driving innovation that moves the industry forward, building community and providing the resources and support that creators need to succeed in their careers. Learn more and stay in touch at , on X and Instagram @ASCAP and on Facebook. Job Description: We are seeking a leader to join our Licensing team in our New York office. The Director or Senior Director, License Auditing (title commensurate with experience), is the leader of the Licensing Audit team and is responsible for overseeing the administration and strategic audit plan of the Licensing Department. The position will report to the Executive Vice President and Head of Licensing. Areas of Responsibility & Accountability: • Lead, coach, and mentor the Licensing Department audit team to further develop business knowledge and processes while ensuring that departmental objectives and goals are achieved., • Review and analyze license fees and reported revenue recognition for Licensee accounts, identified either independently or by Executive Leadership., • With the input of Executive Leadership and based upon risk assessments, design an audit program and methodology to ensure both accurate Licensee reporting and compliance with applicable Licensee agreements., • Develop a cohesive approach to auditing with an eye on the quality of the procedures, processes, and assessments that are needed to maintain sound audit practices., • Establish both a framework and methodology for fact finding meetings and interviews with Licensee stakeholders for the purpose of developing an understanding of various Licensees’ businesses and processes., • Drive discussions with Licensees throughout the duration of audit engagements to communicate either status or concerns., • Directly oversee and manage revenue audit engagements performed by external audit firms and/or consultants, including, but not limited to, engagement design, project management, findings readouts to Executive Leadership, budget management and negotiations, and the resolution of such audits., • Act as a strategic advisor to Executive Leadership on the management of the audit portfolio, recognizing and anticipating emerging trends, and identifying operational efficiencies, opportunities, and risks., • Complete work on a timely basis while delivering work products that meet the objectives and standards of both our methodology and any contractual/regulatory requirements., • Lead the development of audit reports using appropriate business and technical language., • Bachelor’s degree in Accounting, Business Administration, Finance, Applied Mathematics, or a related field., • Valid U.S. Certified Public Accountant (CPA) license required., • At least eight (8) years of professional experience with at least four (4) years in an audit function within a global Financial Services firm or Media & Entertainment company and with at least four (4) years in a managerial or supervisory role., • Strong understanding of revenue recognition principles, revenue management, expense allocations or project accounting for Media & Entertainment organizations., • High proficiency in Excel (pivot tables, advanced Excel formulas) with experience within financial dashboards or automation tools being a plus., • Experience interfacing with multiple organizational functions including Finance, Operations, Compliance, IT/ Engineering, and Cybersecurity in both internal and external capacities., • The ideal candidate will possess strong relationship building skills, have the ability to partner with key internal stakeholders, learn quickly, and have the capacity to be both flexible and strategic., • Demonstrated ability to assess complex issues through root cause analysis and other analytical techniques; structure potential solutions; and move towards a resolution with Executive Leadership., • Exemplify the highest degree of trust and integrity by continually upholding the principles of professional standards., • Excellent verbal and written communication skills with the ability to both present complex/sensitive issues to Executive Leadership and explain financial information to non-finance stakeholders., • Strong presentation skills when conducting interviews, and has the ability to deliver presentations with Executive presence., • Proven ability to multitask, assess and shift priorities around as needed., • Excellent attention to detail, organizational skills, and the ability to meet deadlines under pressure., • Ability to work well both individually and on a team while sharing pertinent information, supporting colleagues, and encouraging participation. Compensation/Benefits: Besides providing a unique and dynamic work environment, there are a few other reasons you should consider ASCAP in your career planning. We also offer generous benefit options that are comprehensive and provide the flexibility that most employees want and need. These health care and financial plan options include the following: • A choice of either network-only provider medical and dental plans or more flexible medical and dental plans where you can see providers in or out-of-network, • Vision plan that offers both in and out-of-network provider options, • 401(k) Plan that offers pre-tax, Roth, and an after-tax employee contribution option which includes a company match., • An additional employer paid discretionary profit share contribution, regardless of your participation in the 401(k) Plan, • Generous time-off policy, • 12 company holidays, • Health care and dependent care flexible spending accounts, • Short-term disability insurance/salary continuation and long-term disability insurance, • Company provided basic life and accidental death and dismemberment insurance, • Employee gym discounts at select gyms, • Commuter benefits, • Voluntary pet health insurance, • Voluntary auto and homeowners insurance, • Voluntary employee, spouse, and dependent life insurance options The anticipated base salary range for this position is $135,000 to $170,000 and will be determined on an individualized basis depending on several factors that are unique to each candidate including geographic location (due to differences in the cost of labor), skills, education and prior relevant experience.

Job Description Title: Tax Director/Partner, Professional Services Department: Tax Supervises: Senior Managers and below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are seeking an experienced and strategic Tax Director/Partner to join our Anchin team, which specializes in the Professional Services industry. This role is ideal for a seasoned tax professional with deep expertise in various entity structures, including Partnerships, Corporations, as well as shareholder/partner individual tax matters. The ideal candidate will be market-facing, possess exceptional business development skills, and demonstrate leadership in growing a practice area while mentoring and developing staff. RESPONSIBILITIES: • Serve as a strategic advisor to clients within the Professional Services industry, delivering high-quality tax planning and compliance solutions for Partnerships, Corporations and individual shareholders/partners., • Address complex tax issues and provide innovative solutions to minimize tax liabilities while ensuring compliance with federal, state, and local tax laws., • Build and maintain strong client relationships, ensuring exceptional client service and satisfaction., • Lead market-facing initiatives to grow the practice area by identifying new business opportunities and expanding client relationships., • Develop and execute strategic business development plans to increase firm visibility and revenue within the Professional Services industry., • Represent the firm at industry events, conferences, and networking opportunities to enhance the firm's brand and attract potential clients., • Mentor and develop a high-performing team of tax professionals, fostering a culture of learning, collaboration, and growth., • Provide guidance and training to staff on technical tax matters, client communication, and business development strategies., • Lead performance evaluations and career development discussions, ensuring team members reach their professional goals., • Stay current with changes in tax laws, regulations, and industry trends, ensuring the firm and clients remain compliant and informed., • Oversee complex tax compliance engagements, including tax returns and filings. Education: • Bachelor's degree in Accounting, Finance, or related field., • 10+ years of progressive tax experience in public accounting, with a focus on the Professional Services industry., • Proven expertise in Partnership, Corporation, and individual shareholder/partner tax matters., • Expertise in Partnership tax concepts including special allocation and state and local complexities., • Demonstrated success in business development, client relationship management, and practice growth., • Strong leadership, team development, and mentoring abilities., • Excellent communication, analytical, and problem-solving skills. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION Pontera is seeking a detail-oriented and highly reliable Temporary Payroll Administrator to join our People Operations team on a part-time basis (~20 hours per week) from December 22 through February 2026, with the possibility of extension. In this role, you will serve as Pontera's payroll expert, responsible for accurate and timely payroll processing in Paylocity and for supporting employees with payroll-related questions. You will ensure payroll accuracy across exempt and non-exempt populations, maintain data integrity, and partner with employees and managers to deliver a smooth and exceptional payroll experience. This is an excellent opportunity for a payroll professional who thrives in a fast-paced, collaborative environment and is confident owning payroll end-to-end with minimal oversight. RESPONSIBILITIESPayroll Processing • Ensure accurate and timely semi-monthly and bi-weekly payroll processing in Paylocity for assigned employee groups., • Validate timecards, including hours worked, overtime, variable pay, and PTO balances prior to payroll submission., • Process ad-hoc payroll adjustments (retro pay, corrections, garnishments, reimbursements, bonuses) with 100% accuracy., • Maintain strong attention to detail to prevent errors that may impact pay, taxes, or benefits., • Maintain strict confidentiality and follow all payroll compliance regulations.Systems, Reporting & Data Integrity, • Use Paylocity Payroll & Onboarding modules with at least 1 year of hands-on experience., • Run, analyze, and export payroll reports, including pre-payroll, tax liability, and deduction summaries., • Use Excel to organize, audit, and present payroll data clearly and accurately., • Ensure accurate syncing and data alignment between Paylocity and HiBob (preferred).Communication & Employee Support, • Serve as Pontera's primary payroll point of contact, responding promptly and professionally to employee inquiries via Slack and email., • Provide guidance to employees on Paylocity self-service features (pay statements, tax forms, direct deposit updates)., • Partner with managers to ensure timely timecard approvals and adherence to payroll policies., • Escalate complex issues to the HRBP, Accounting, or Paylocity Support as needed., • Meet all payroll deadlines with dependability and minimal supervision., • Manage sensitive data with discretion and professionalism at all times.REQUIREMENTS, • Payroll processing experience for both exempt and non-exempt employees within the U.S., • Strong, hands-on experience with Paylocity (minimum 1 year required)., • Experience with HiBob as an HRIS is strongly preferred., • Strong math, data entry, and problem-solving skills., • High level of accuracy and attention to detail., • Ability to work up to 20 hours per week, consistently, within EST hours., • Ability to work independently, meet deadlines, and manage responsibilities in a part-time environment., • Familiarity with New York State payroll regulations is essential., • Excellent communication skills and comfort supporting employees via Slack., • Demonstrated dependability, confidentiality, and ownership of tasks.WHAT WE OFFER, • Compensation: $40 per hour, ~20hrs per week, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry

Job DescriptionPlanned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education. Planned Parenthood organizations serve all people with care and compassion, with respect, and without judgment, striving to create equitable access to health care. Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions. We do all this because we care passionately about helping people lead healthier lives. Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates, which operate non-profit health centers across the U.S. PPFA also works to educate the public on and advocate for issues of sexual and reproductive health. Formed as the advocacy and political arm of Planned Parenthood Federation of America, Planned Parenthood Action Fund is a separate non-profit membership organization tax-exempt under section 501(c)(4). The Action Fund engages in educational, advocacy, and limited electoral activity, including grassroots organizing, legislative advocacy, and voter education in furtherance of the Planned Parenthood mission. Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund seek an Associate Director, Digital Product Design. This job reports to the Senior Director, Product Management in the External Affairs Division of PPFA. ThePlanned Parenthood Digital Strategy department provides reliable and scalable applications and technology programs and services in support of health care delivery, sex education, advocacy, fundraising, and internal operations, critical to achieving the organization’s mission. Digital Strategy is part of the External Affairs division at PPFA.Purpose: • The Associate Director, Digital Product Design will be successful when they lead Digital Strategy teams through the adoption of Product Design systems programmatically throughout their work, bringing a user-centered approach to product discovery that contributes to the team’s strategy., • The Associate Director, Digital Product Design will help to ensure that Product Designers are equipped to independently research and identify our target users’ core needs within the health care and education journey, while collaborating across multiple interdisciplinary product teams to launch new user experiences.Engagement:, • Directly contributes to the broader Digital User Experience program strategy., • Strategic thought leader and influencer among Digital Strategy leadership, product managers, and engineering leadership, ensuring all initiatives are aligned with the Product Design program & associated frameworks., • Manages and mentors a team of two Product Designers, empowering them with the skills and tools to support the Product Design program across any Digital Strategy initiative., • Advisor and thought partner to peers and more senior colleagues within PPFA and at affiliates., • Management of vendors to provide tools and/or consulting services to PPFA.Delivery:, • The Associate Director, Digital Product Design is responsible for strategic execution of programmatic design systems across the Digital Strategy ecosystem, ensuring that the Product Design team (including the Associate Director, where appropriate) can deliver the following bodies of work across the Digital Strategy portfolio concurrently:, • Maintain Accessible Design System - Organize the structure and relationship of content to match natural user categorizations (e.g., site maps, service blueprints, readability)., • User Research - Collaboration with the User Research team to execute research and testing plans that include regular in-person and remote engagement that leads to synthesis of insights that are shared to Digital Strategy and other PPFA stakeholders., • User Experience Design - Defining the user experience within the PPFA digital ecosystem and ensuring that teams can build upon data-driven personas, patient journey maps, logic flows, wireframes, and concise product copy., • Visual Design - Pushing the collaborative evolution of accessible design patterns and themes, including visual design frameworks and supporting assets., • Interaction Design - Based on prototypes and motion tests that enable users and product teams to better understand how proposed features will look, work, and feel before investment is made into development., • Product Design Socialization - Leading cross-product evolution of Interaction Design patterns throughout the PP digital ecosystem, while empowering contributors beyond the Product Design team to employ PPFA’s design language., • Design Thinking - Be a champion for design thinking and human-centered digital innovation within Digital Strategy as well as with the broader Planned Parenthood Federation while leveling up Product Designers and other design peers.Knowledge, Skills and Abilities (KSAs):, • Bachelors Degree in related field is preferred., • 4-7 years expertise in designing and launching scalable end-to-end digital experiences., • Required 1-2 years demonstrated record of leading the implementation of product design programming & project management thereof., • Required Strong product design portfolio with an emphasis on accessibility, minimalism and clarity across a diverse mix of digital formats, including websites, and mobile apps., • Required 3–5 years of demonstrated expertise with design and collaboration tools such as Figma and FigJam, coupled with a strong working knowledge of research and testing platforms including UserTesting, dscout, and Hotjar., • Required 3-5 years of experience working with brand standards.

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Consulting Skills • Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables, • Manage the work, activities, and timelines of work for both their selves and their team, identifies priorities and workflows for interested parties, • Utilizing a higher-level understanding of methodological concepts, coaches teammates in preparing client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables, • Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management, • Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data, • Manages internal team by promoting teamwork, motivate and help consultants to improve, • Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship, • Defines the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments, • Provide status reporting of progress, dependencies, issues, risks, and overall program health, • Responsible for the work streams of a complex project and takes the lead on simple projects, • Support the Wealth & Asset Management practice, thought leadership, and people development activities firmwide, • Lead PMO activities across multiple workstreams, including project planning, milestone tracking, and stakeholder communication., • Support program leadership in driving large-scale transformation initiatives within Wealth and Asset Management, ensuring alignment with strategic objectives and regulatory expectations., • Facilitate Agile ceremonies such as sprint planning, backlog grooming, daily standups, reviews, and retrospectives; partner with Product Owners and Scrum Masters to ensure delivery readiness., • Create executive-level presentations, dashboards, and reporting materials that clearly communicate project status, risks, decisions, and recommendations., • Collaborate with cross-functional teams—business, technology, operations, compliance—to gather inputs, synthesize information, and develop structured, compelling deliverables., • Apply creative thinking and design skills to develop high-quality decks, roadmaps, visuals, and storytelling materials tailored for senior stakeholders and steering committees., • Conduct project assessments to identify gaps, risks, and improvement opportunities across processes, governance structures, and delivery frameworks., • Support financial management of programs, including budgeting, forecasting, resource planning, and vendor oversight., • Ensure alignment between business goals, technology outputs, and regulatory considerations across Wealth and Asset Management functions., • Develop and maintain PMO documentation, • Act as a trusted advisor to senior leaders by providing insights, recommendations, and thought leadership based on industry best practices., • Coordinate and manage dependencies across related programs, ensuring clear communication and timely issue escalation., • Mentor junior team members and contribute to internal methodology, tools, templates, and best practices for program governance and execution.Qualifications, • 5+ years of experience within Wealth Management, Asset Management & Financial Service space, • Proven experience supporting PMO functions, • Previous experience utilizing Agile methodologies with hands-on experience supporting Agile ceremonies and collaborating with Product Owners/Scrum Masters., • Demonstrated ability to create high-quality executive-level presentations, dashboards, and narrative-driven materials for senior stakeholders and steering committees., • Excellent storytelling, visualization, and creative design skills; proficiency with PowerPoint or similar tools., • Strong communication and stakeholder management skills with the ability to influence and collaborate across business, technology, operations, and compliance teams., • Solid understanding of Wealth & Asset Management processes, products, and regulatory considerations., • Experience supporting large transformation programs, system modernization initiatives, or operational change efforts., • High level of organization and attention to detail with the ability to manage multiple workstreams in a fast-paced environment., • Strong analytical and problem-solving abilities; proficiency in Excel or BI tools is a plus., • Bachelor’s degree required; advanced degree or relevant certifications (PMP, PMI-ACP, SAFe, CSM, CFA, etc.) preferred., • Consulting experience is required, particularly in client-facing roles delivering structured, high-impact solutions., • Financial Service background required Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at 122K, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future a visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job Description Counseling In Schools (CIS) is a dynamic community-based organization founded in 1986 with a mission to promote the emotional and social growth of children so that they can thrive in school and succeed in life. For nearly 40 years, Counseling In Schools has created and fostered relationships with local schools, homeless shelters, and communities to enable New York City’s children to thrive – academically, socially, and emotionally. Our expert team includes licensed mental health and youth development professionals who fully integrate into the community, providing programs that equip children, families, teachers, and administrators with the right tools for preventing and coping with the challenges they face. We envision and work toward a bright future, full of possibilities, where each child can flourish and reach their full potential. Counseling In Schools is currently seeking a Human Resources Director. The Human Resources Director plays a key leadership role in managing and enhancing the organization's HR functions, ensuring alignment with our mission-driven culture and strategic objectives. This position oversees HR operations including talent acquisition, employee relations, performance management, compensation and benefits, compliance, and organizational development. The HR Director partners with leadership to foster a diverse, inclusive, and equitable workplace. Key Responsibilities: Strategic HR Leadership • Develop and implement HR strategies that support the organization's goals and mission., • Collaborate with senior leadership on organizational planning and staff development. Talent Acquisition & Retention • Lead recruitment efforts to attract and retain top talent., • Develop and enhance onboarding and offboarding processes that reflect organizational values. Employee Relations & Culture • Serve as a trusted advisor on employee relations, conflict resolution, and organizational culture., • Promote diversity, equity, and inclusion (DEI) initiatives across the organization. Performance Management • Manage performance evaluation systems to ensure fair evaluation and professional development., • Guide managers in addressing performance issues and implementing improvement plans. Compliance & Policy Management • Ensure compliance with federal, state, and local employment laws and nonprofit-specific regulations., • Maintain and update employee handbook, HR policies, and procedures. Compensation & Benefits • Oversee administration of benefit programs and compensation scales, • Evaluate benefit programs and make recommendations based on employee needs and budget. Training & Development • Excellent organizational and time management skills, • Commitment to professional development, • Demonstrated goal orientation and focus on outcomes and results, • Strong knowledge of employment law and HR best practices, • Proven experience in employee relations, performance management, and talent development, • Excellent communication, interpersonal, and problem-solving skills, • Good organizational and time management skills, • The ability to multitask and prioritize assignments & tasks, • 3-5 years experience working with non-profit organizations, preferably in clinical or educational settings, • Master's Degree in Human Resource Management, Business Administration, or related field, • Familiarity with remote platforms including G Suite, Zoom, Webex, Microsoft Teams, etc, • HR certification (PHR, SPHR, SHRM-CP, or SHRM-SCP)., • Experience working in a nonprofit or mission-driven organization., • Familiarity with HRIS and payroll systems (e.g., ADP, Paylocity, Paychex). Benefits & Paid Time Off: Reports To: Chief Operating Officer Compensation: Salary Range: $100,000-$115,000; commensurate with experience Powered by JazzHR vViE3f5Dxu

Job DescriptionBeghou brings over three decades of experience helping life sciences companies optimize their commercialization through strategic insight, advanced analytics, and technology. From developing go-to-market strategies and building foundational data analytics infrastructures to leveraging artificial intelligence to improve customer insights and engagement, Beghou helps life sciences companies maximize performance across their portfolios. Beghou also deploys proprietary and third-party technology solutions to help companies forecast performance, design territories, manage customer data, organize, and report on medical and commercial data, and more. Headquartered in Evanston, Illinois, we have 10 global offices. Our mission is to bring together analytical minds and innovative technology to help life sciences companies navigate the complexity of health care and improve patient outcomes. We are seeking an experienced individual to lead the implementation and delivery of Master Data Management (MDM) to drive the design, execution, and delivery of high-impact MDM systems for leading pharmaceutical and life sciences companies. In this strategic role, you will not only oversee the MDM projects—from concept to implementation—but also serve as a trusted advisor to clients, identifying future growth opportunities and evolving business needs.We’ll trust you to: • Lead end-to-end MDM projects focused on HCP, HCO, and payer data for commercial operations., • Collaborate with internal teams and clients to define project scope, develop strategic approaches, and ensure timely, high-quality delivery., • Manage client communications, stakeholder expectations, timelines, and deliverables., • Coordinate with third-party data vendors to establish data exchanges, monitor data quality, and resolve discrepancies., • Synthesize findings into actionable insights and recommendations for clients, presenting complex technical information with clarity and impact., • Lead internal initiatives related to product development, process improvement, and team growth., • Provide mentorship and professional development support to junior team members; act as a Professional Development Manager where applicable., • Foster an inclusive and innovative team culture, collaborating with cross-functional teams—including global teams—across multiple time zones.You'll need to have:, • At least 4 years of professional experience, with a focus on master data or commercial data strategy in the US pharma/life sciences industry, • Proven track record implementing HCP, HCO, or payer MDM platforms, • Strong knowledge of MDM systems (e.g., Reltio) and data integration technologies, • Proficiency in Python and advanced Excel; strong command of PowerPoint and Word, • Exceptional communication skills, with experience in presenting to senior stakeholders, • Strong project and people management skills; ability to lead cross-functional teams, • Deep understanding of data governance, data quality, and commercial data flows in pharma We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Title: Tax Director/Partner, Employee Benefit Plans and Compensation Department: Tax, Compensation and Benefits Group Supervises: Senior Managers and below Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, Palm Beach Gardens, FL (Hybrid), or Remote ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: The Tax Director/Partner with a specialty in Compensation and Benefits is a key leadership role within the tax department at Anchin, responsible for general tax compliance, overseeing and managing the tax aspects of deferred compensation, retirement planning and employee benefits for clients. This position requires a deep understanding of tax rules related to employee benefits, retirement plans, and executive compensation. The Director/Partner will collaborate with internal teams and external clients to ensure compliance with tax laws, provide strategic guidance, and contribute to the overall success of the organization. RESPONSIBILITIES: • Provide strategic tax planning and consulting services to clients to optimize employee benefits, including qualified plan documents and design, health and welfare plans, non-qualified deferred compensation, retirement planning and executive compensation., • Understand IRAs, Roth IRAs, SEPs and other plan alternatives and how it fits into an individuals overall tax strategy. Including any required minimum distributions., • Understanding how an individual's IRA and qualified plan assets can be used to accomplish charitable and estate planning goals., • Serve as a trusted advisor to clients on complex deferred compensation arrangements, Section 409A compliance, and executive compensation structures., • Identify and communicate planning opportunities and risk mitigation strategies related to employee benefit plans., • Review Form 5500 filings prepared by the firm for health and welfare benefit plans., • Perform tax reviews of selected employee benefit plans audited by the firm's audit team, ensuring compliance with IRS, DOL, and PBGC requirements., • Represent clients in IRS, DOL, and PBGC audits, voluntary compliance programs, and correction initiatives., • Foster a collaborative and positive work environment, promoting professional development., • Advise, mentor, and develop a team of professionals working in the employee benefit area., • Collaborate across internal departments (legal, finance, and human resources) to address cross-functional issues related to employee benefits taxation., • Maintain a strong understanding of developments in tax law and regulations and communicate implications to clients and internal stakeholders., • Serve as the primary point of contact for clients regarding employee benefit and related tax matters., • Build and maintain strong relationships with clients by understanding their evolving business needs and delivering proactive solutions., • Develop and implement firm-wide best practices for tax-related employee benefit compliance and reporting, including preparing and reviewing internal technical documentation and memos relating to employee benefits tax compliance., • Contribute to the firm's internal training, thought leadership, and external marketing efforts in the benefits and compensation space. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 10+ years of extensive experience in tax, with a focus on employee benefits., • Strong knowledge of tax regulations, compliance, and reporting requirements for employee benefits., • Proven leadership and team management skills., • Excellent communication and interpersonal skills., • Ability to analyze complex tax issues and provide strategic solutions. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job DescriptionCompany Description Arista Networks is an industry leader in data-driven, client-to-cloud networking for large data center, campus and routing environments. What sets us apart is our relentless pursuit of innovation. We leverage the latest advancements in cloud computing, artificial intelligence, and software-defined networking to provide our clients with a competitive edge in an increasingly interconnected world. Our solutions are designed to not only meet the current demands of the digital landscape but to also anticipate and adapt to future challenges. At Arista we value the diversity of thought and perspectives that each employee brings to the table. We believe that fostering an inclusive environment, where individuals from various backgrounds and experiences feel welcome, is essential for driving creativity and innovation. Our commitment to excellence has earned us several prestigious awards, such as Best Engineering Team, Best Company for Diversity, Compensation, and Work-Life Balance. At Arista, we take pride in our track record of success and strive to maintain the highest standards of quality and performance in everything we do. Job Description Who You'll Work With As a team member of the Arista Sales team, you are the face of Arista to our customers; their internal champion for the problems they need to solve. As their champion you will align Arista’s technical resources to achieve your customer’s business outcome. You will partner with some of the most skilled Customer Engineers in the industry in addition to our Professional Services and Executive teams to help them understand how to execute on your customer’s behalf. Our sales teams have a culture of team success, where you’ll collaborate and be supported by like minded sales professionals. This role typically reports to a Regional Sales Director or Area VP of Sales. What You'll Do We are seeking a proven Major Account Manager to join our growing Sales organization in NYC metro area. The Major Account Manager role will act as a trusted advisor and implement sales strategies to exceed sales targets within 12-15 enterprise level accounts with a strong focus on the Tier 2 financial services vertical. Arista appeals to forward-thinking organizations that value quality and innovation. Consequently, technical acumen and a track record of selling data center solutions is highly desirable. Job Responsibilities: • Exceed measurable sales objectives and extend the Arista brand within a targeted list of enterprise level financial services accounts in the NYC metro area., • You will be responsible for utilizing a consultative selling approach with key client stakeholders to address the business needs of hybrid cloud computing and siloed legacy IT systems across the Arista product portfolio including; Software-Driven Cloud Networking platforms, EOS (Open Source Network OS), Cognitive Campus, WI-FI Campus networking, and AI networking platforms in addition to the Arista Cloud Vision (Network Automation & Telemetry), Network Monitoring Fabric solutions and NDR, Endpoint and AI driven Network Identity Access security solutions., • Meet with key influencers, decision-makers, and C-levels to present Arista’s value proposition., • Work with Arista systems engineers to design and position compelling solutions that drive down the total cost of ownership., • Collaborate with technology partners to identify prospects and demonstrate best-in-class solutions., • Establish and manage key channel relationships in your territory., • Formulate strategic and tactical account plans based on periodic business reviews with your prospects and customers., • Conduct demand generation activities such as happy hours, lunch-n-learns and technology forums., • Collaborate with Arista peers on marketing plans and best practices., • Keep up-to-date with technology partner solutions, competing solutions and competitor strategies.Qualifications You possess a hunter mentality and have a proven track record of technology sales including cultivating relationships with existing customers in addition to penetrating new logo accounts. You are an influencer and possess the ability to act as a trusted advisor to deliver business value to both end users and key business stakeholders. Our team looks for individuals who embody our values of trust, compassion, collaboration, respectfulness, integrity, and good-natured fun. Minimum Job Requirements: • BS/BA degree or equivalent in addition to 7+ years of technology sales experience., • Proven track record of direct selling into target financial services accounts within the assigned territory and exceeding sales targets, • You possess relevant data center or networking (LAN/WAN, SDN) industry background from a technology partner, competitor, channel partner or end user is a a requirement., • Strong rolodex and relationships within the territory, • Excellent people skills and ability to build relationships at all levels The new hire base pay for this role has a salary range of $108,000 to $165,000. The actual salary offered will be based on a wide range of factors, including skills, qualifications, relevant experience, and US location. The salary range provided reflects the base salary and in addition may also be eligible for discretionary Arista bonuses, commissions, equity, and benefits including medical, dental, vision, wellbeing, tax savings and income protection. The recruiting team can share more details during the hiring process specific to the role and location. #LI-TC1 Additional Information All your information will be kept confidential according to EEO guidelines. Arista Networks is an equal opportunity employer. Arista makes all hiring and employment-related decisions in a non-discriminatory manner without regard to race, color, religion, sex, sexual orientation, gender identity, national origin or any other factor determined to be unlawful under applicable federal, state, or law law. All your information will be kept confidential according to EEO guidelines.

Job DescriptionSalary: $180,000 - $240,000 Job Title: Tax Senior Manager Location: New York, NY or Jericho, NY (Hybrid) Department: Tax Reports To: Tax Director / Managing Partner About the Firm We are a mid-sized public accounting and business consulting firm providing comprehensive tax, assurance, and consulting services to individuals, privately held companies, and not-for-profit organizations. We take pride in fostering a collaborative, inclusive, and growth-oriented work environment where professionals are empowered to advance their careers while delivering exceptional client service. Position Summary The Tax Senior Manager is a key leadership role responsible for overseeing complex tax engagements, managing client relationships, and developing high-performing teams. This position involves extensive technical expertise, strategic tax planning, and active participation in firm management initiatives. The ideal candidate combines deep tax knowledge with strong leadership, business development, and communication skills. Key Responsibilities Client Management & Advisory • Lead and manage multiple tax engagements for corporations, partnerships, and high-net-worth individuals., • Provide strategic tax planning, consulting, and compliance services to clients across diverse industries., • Review complex federal, state, and local tax returns and ensure timely filing in compliance with regulatory standards., • Identify and implement tax-saving opportunities through proactive client advisory and planning strategies., • Serve as a trusted advisor to clients, addressing questions, resolving issues, and anticipating future tax needs. Leadership & Team Development • Supervise and mentor managers, supervisors, and staff, promoting professional growth and technical excellence., • Lead engagement planning, budgeting, and scheduling while maintaining firm profitability and client satisfaction., • Provide ongoing coaching, feedback, and performance evaluations to develop team capabilities., • Stay current on tax law changes, IRS regulations, and emerging industry trends; share insights with internal teams., • Conduct technical reviews of tax returns and supporting workpapers to ensure accuracy and completeness., • Manage risk by enforcing firm quality control procedures and compliance with professional standards., • Participate actively in firm leadership initiatives, including recruiting, training, and strategic planning., • Contribute to practice growth by identifying and pursuing new client opportunities and expanding existing relationships., • Represent the firm in professional organizations, networking events, and community engagements., • Collaborate with partners to set departmental goals and contribute to the overall firm vision and strategy. Qualifications • Bachelors degree in Accounting required; Masters in Taxation highly preferred., • Active CPA license required., • Minimum of 10+ years of progressive public accounting experience, with at least 3+ years in a management or senior leadership capacity., • Proven expertise in partnership, corporate, and individual taxation, including multi-state and consolidated returns., • Strong knowledge of federal and New York State tax codes., • Proficiency in tax software such as CCH Axcess, ProSystem fx, or equivalent, and solid Excel and workflow management skills., • Excellent leadership, project management, and communication skills., • Demonstrated ability to build and maintain strong client relationships and drive firm growth.

Job Description Yotpo is leading the next era of trust and loyalty in eCommerce. With AI-powered Reviews and Loyalty solutions, we help brands turn browsers into customers and customers into advocates. Through deep integrations across the eCommerce ecosystem and the trust of over 30,000 global brands, Yotpo delivers seamless omnichannel experiences that increase conversion, strengthen customer relationships, and drive profitable, long-term growth. As an Outbound Enterprise AE, you will lead proactive outbound engagement with senior executives at major eCommerce and omni-channel retail brands. You will own the full sales cycle - from sourcing pipeline to closing complex deals, while partnering closely with Yotpo's VP-level leaders to execute strategic account plans and win high-value opportunities. You'll build deep, multi-threaded relationships with C-suite and VP-level stakeholders and act as a trusted advisor in helping them achieve their customer retention and growth goals. We are open to this person being fully remote. Key Responsibilities: • Own new revenue generation from the largest US omni-channel and eCommerce retailers, • Drive consistent outbound prospecting to engage senior decision-makers at target enterprise accounts, • Leverage Yotpo's advisor network, ABM programs, and executive outreach to develop high-quality pipeline, • Lead the full sales cycle: qualification, discovery, presentations, negotiation, and close, • Collaborate cross-functionally and create strategic win plans to secure key enterprise deals, • Partner with leadership (including VP of Advocacy) on Account-Based Marketing initiatives, • Build multi-threaded relationships across large organizations to ensure alignment and accelerate deal velocity, • 8+ years of enterprise sales experience, • Strong outbound prospecting ability with experience booking meetings at major brands, • Proven track record closing complex, high-value deals with C-suite stakeholders, • Skilled at navigating and influencing senior executive decision-making, • Ability to autonomously drive results in a fast-paced, high-growth environment, • Excellent communication, negotiation, and executive-level presentation skills, • Direct access to Yotpo's executive leadership and strategic decision-making, • Opportunity to work with some of the world's most influential eCommerce and retail brands, • High-performing, supportive sales culture with a strong track record of success, • Clear career trajectory toward leadership or global enterprise strategy roles, • Competitive compensation structure with significant earning potential and uncapped commission About Yotpo US: • 100% coverage of employee medical premiums; 90% coverage for dependent/family premiums., • 100% coverage of employee dental + vision premiums., • Comprehensive life and disability insurance., • Flexible Time Off (FTO) policy, sick time, and paid holidays., • Equity in options., • Company sponsored 401K matching., • Pre-tax Commuter and Healthcare benefits., • Comprehensive paid leave for new parents and Dependent Care FSA., • Individualized career development, rewards, and recognition. Yotpo is for everyone, and we're committed to anti-racist work. We welcome and employ people regardless of race, color, gender identity, religion, genetic information, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or Veteran status. We are proud to be an equal opportunity employer, a place where your voice is heard and your perspective is encouraged. Come join us and help us build a global company where we're all proud to belong. Total Compensation: $270,000- $300,000. Uncapped commission Base salary ranges are determined by multiple factors unique to each candidate, including skills and local market benchmarks. #LI-Hybrid

Job Description Level/Function: Senior Specialist, Product Sales Title: AVP, Product Sales About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the AVP, Product Sales: We’re seeking an AVP, Product Sales to drive growth for our Client Communications business — encompassing statements, confirms, and tax forms across digital and print channels. This individual will be responsible for new-logo acquisition and whitespace expansion within a defined territory, operating as a true hunter who builds and manages their own pipeline while partnering closely with our Enterprise Sales team to close opportunities tied to strategic accounts. This is an exciting opportunity for a motivated sales professional who thrives in a fast-paced, collaborative environment and enjoys turning complex client needs into impactful, measurable solutions. This position involved 30-40% travel for client meetings, onsite presentations and participation in key industry events. Duties and Responsibilities of the AVP, Product Sales: Territory & Pipeline Management • Define named-account coverage, ideal customer profiles, and quarterly activity and revenue targets., • Generate new opportunities through multi-channel outbound activity (email, phone, social, events)., • Qualify and convert leads from Business Development and Marketing into sales-qualified opportunities. Sales Execution • Lead discovery sessions to diagnose client pain points related to regulatory compliance, client experience, and operational efficiency., • Build value-based business cases quantifying benefits such as e-delivery adoption, print and postage savings, and cost-to-serve reduction., • Manage the full sales cycle, including RFPs, ROI/TCO modeling, negotiations, and contract execution., • Maintain accurate pipeline and forecasting data within Salesforce. Collaboration & Deal Strategy • Operate within a team-selling model, working alongside:, • Enterprise Sales to align account strategy and executive relationships., • Product Management and Solutions Engineering to tailor solutions and demonstrate value., • Client Communications Operations, Security/Compliance, and Legal to ensure successful delivery and risk alignment., • Develop and execute competitive strategies to displace point solutions and position BetaNXT’s differentiated value., • Ensure smooth handoffs to Relationship Management and Client Success while identifying expansion and cross-sell opportunities. Skills and Experience of the AVP, Product Sales: • 3+ years of B2B solution sales experience, within the financial services, wealth management, or fintech space., • Proven ability to contribute to sales results through client engagement and opportunity development., • Excellent relationship management and communication skills with the ability to build trust with clients., • Experience building ROI/TCO models and presenting value propositions to Operations, Compliance, and Digital leaders., • Proficiency in Salesforce and comfort managing a structured, metrics-driven sales process., • Familiarity with MEDDICC, Challenger, or SPICED methodologies is a plus., • Bachelor’s degree or equivalent professional experience required Compensation: We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum base salary of $80,000 #LI-Remote

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Consulting Skills • Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables, • Manage the work, activities, and timelines of work for both their selves and their team, identifies priorities and workflows for interested parties, • Utilizing a higher-level understanding of methodological concepts, coaches teammates in preparing client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables, • Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management, • Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data, • Manages internal team by promoting teamwork, motivate and help consultants to improve, • Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship, • Defines the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments, • Provide status reporting of progress, dependencies, issues, risks, and overall program health, • Responsible for the work streams of a complex project and takes the lead on simple projects, • Support the Wealth & Asset Management practice, thought leadership, and people development activities firmwide, • Lead business analysis workstreams for Wealth Management initiatives, guiding stakeholders through requirements definition, scope alignment, and solution design., • Serve as a subject-matter expert across advisory, investment, and trading processes, providing strategic insights to enhance platforms and operational workflows., • Conduct advanced requirements gathering, translating complex business needs into detailed user stories, functional specifications, and process maps., • Drive project efforts related to trading workflows—including order entry, execution, allocations, settlement, and compliance—ensuring alignment across front, middle, and back-office teams., • Facilitate workshops with product owners, advisors, traders, compliance, and technology teams to identify process gaps, dependencies, and improvement opportunities., • Apply strong analytical skills to evaluate system impacts, perform gap and root-cause analyses, and recommend solutions that enhance performance and reduce risk., • Lead UAT planning and execution, including test script development, scenario design, defect management, and user sign-off., • Provide advisory guidance on regulatory considerations affecting Wealth Management and trading (e.g., suitability, best execution, trade surveillance)., • Oversee key project documentation, including BRDs, functional specifications, current-state and future-state architecture artifacts, and training materials., • Partner closely with technology teams during design, development, and deployment to ensure solutions meet business intent and achieve desired outcomes., • Manage cross-functional communication, status reporting, and risk/issue tracking, acting as a trusted advisor to senior stakeholders., • Support data analysis and validation efforts using advanced tools (Excel, SQL, or BI platforms) to confirm accuracy of trade, portfolio, and client data., • Mentor junior BAs and provide guidance on requirements methodology, industry best practices, and effective stakeholder management.Qualifications, • 7+ years of Business Analyst experience within Wealth Management, • Strong understanding of investment and advisory processes, including portfolio management, client onboarding, account maintenance, and regulatory requirements., • Hands-on experience supporting projects in the trading lifecycle (order management, execution, allocations, settlement, compliance, or trade operations)., • Proven ability to gather, document, and translate complex business requirements into functional specifications and user stories., • Experience working with Wealth Management platforms, trading systems, OMS/EMS tools, or portfolio accounting systems., • Demonstrated ability to lead cross-functional workshops, influence stakeholders, and drive consensus across business and technology teams., • Familiarity with industry regulations affecting Wealth and trading (e.g., SEC, FINRA, Reg BI, best execution, trade surveillance)., • Strong analytical and problem-solving skills, with the ability to interpret data and identify trends using Excel, SQL, or BI tools., • Solid understanding of SDLC methodologies, including Agile (Scrum/Kanban) and Waterfall., • Excellent communication skills with experience preparing executive-level presentations, documentation, and status reporting., • Ability to manage multiple workstreams simultaneously and operate with minimal supervision in a client-facing environment., • Bachelor’s degree required preferably in a Business or related field (Higher degrees are a plus), • Recent client-facing management consulting experience, • Financial Service background required, • Industry certifications (CFA, CFP, Series licenses, CBAP, PMP, etc.) a plus. Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at 133K, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Essential Job Functions include: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled, • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • High School diploma or equivalent. Bachelors degree preferred., • Five years of job related experience, • Financial services industry required, • Prior experience working in an office environment with a customer service focus helpful, • Notary designation a plus, • Eligible to pursue a CFP designation, • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail, • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors, • Excellent verbal and written communications skills a must, • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus Monday through Friday, 8:00AM – 5:00PM Working Conditions Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station. Salary: Average annual salary range for this position across our locations is: $40,000 to $80,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionCompany Description Blend is a premier AI services provider, committed to co-creating meaningful impact for its clients through the power of data science, AI, technology, and people. With a mission to fuel bold visions, Blend tackles significant challenges by seamlessly aligning human expertise with artificial intelligence. The company is dedicated to unlocking value and fostering innovation for its clients by harnessing world-class people and data-driven strategy. We believe that the power of people and AI can have a meaningful impact on your world, creating more fulfilling work and projects for our people and clients. For more information, visit Job Description Overview Blend360 is seeking a senior Client Partner to lead one of our most strategic, multi-year transformation engagements for a global professional services company in the mobility and compliance industry. This client, owned by a leading Private Equity sponsor, is undertaking a critical, enterprise-wide modernization program to automate operations, reduce cost, and reinvent its service offerings using agentic and intelligent application technologies. The Client Partner will act as the CEO of the account – accountable for client success, growth, and profitability. You’ll interface directly with the investors, the Board, and the client’s COO and Global Head of Transformation, orchestrating six Blend360 Agentic PODs aligned to the client’s IT and business teams. This is a board-level transformation mandate with significant visibility and long-term impact. Key Responsibilities 1. Strategic Account Leadership * Serve as the overall executive owner for the engagement – accountable for the client’s success, satisfaction, and Blend360’s P&L. * Partner directly with Private Equity investors, Board members, and C-suite executives (COO, CTO, CIO, CHRO) to align on transformation goals, milestones, and outcomes. * Translate the client’s business transformation agenda into actionable delivery roadmaps that blend technology, AI/agentic automation, and operational redesign. * Drive multi-year account planning, forecasting, and expansion opportunities within the client ecosystem. 2. Financial and Commercial Ownership * Own the commercial structure, profitability, and growth targets for the engagement. * Ensure disciplined financial management – pipeline health, deal economics, contract renewals, and revenue recognition. * Lead renewal and expansion discussions tied to new automation initiatives or product innovations. 3. Executive Relationship Management * Operate as a trusted advisor to senior client stakeholders, connecting Blend360’s capabilities to strategic business priorities. * Build and sustain C-level trust through transparent communication, thought leadership, and business acumen. * Represent Blend360 at all governance forums and transformation steering committees. 4. Delivery Oversight and Transformation Leadership * Guide the work of 6 Agentic delivery PODs, ensuring alignment between Blend360 and client IT/application teams. * Partner with internal delivery leads to define and measure outcomes around automation, cost reduction, and innovation. * Anticipate risks in delivery or stakeholder alignment and lead proactive course corrections. * Maintain compliance and governance standards appropriate to a regulated, multi-jurisdictional environment (tax, immigration, payroll, etc.). 5. Growth and Innovation * Identify new opportunities for Blend360 to expand its footprint within the client’s modernization program – e.g., new intelligent applications, process digitization, or AI-driven insights. * Bring forward-thinking ideas that demonstrate Blend360’s innovation leadership in AI, automation, and digital transformation. Qualifications Ideal Candidate Profile Experience & Background * 15+ years in client-facing leadership roles in consulting, digital transformation, or technology services firms. * Proven success leading $10M+ strategic accounts with multi-year transformation programs and complex stakeholder environments. * Experience engaging with Private Equity-backed portfolio companies undergoing major change initiatives is highly desirable. * Deep familiarity with enterprise operations, process automation, and AI/agentic technologies. * Background in professional services, BPO, or compliance-heavy industries (tax, mobility, HR, finance) preferred. * Combination of consulting and client-side experience – able to empathize with internal pressures while driving external outcomes. Skills & Attributes * Executive presence with the ability to influence at Board and C-suite levels. * Strong financial acumen and understanding of deal economics and P&L management. * Strategic thinker who balances commercial growth and delivery excellence. * Skilled in change management, stakeholder alignment, and navigating complex organizations. * Entrepreneurial, outcome-oriented, and deeply collaborative. Why This Role Matters This is not a typical account management role — it’s a chance to lead a flagship transformation that will redefine a global enterprise’s operating model and deliver measurable enterprise value for investors and management alike. You will be at the intersection of AI innovation, operational transformation, and Private Equity value creation — shaping the future of both the client and Blend360’s standing as a trusted transformation partner. Additional Information All information will be kept confidential according to EEO guidelines.

Job Description About SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the Job: We are seeking energetic sales professionals who are passionate about developing relationships and creating positive user experiences. As a Client Experience Specialist, you will join the fastest growing part of our business, helping thousands of Americans find and speak with financial advisors throughout the country. Client Experience Specialists are the frontline voice for the company and play an integral part of our success as we facilitate communication and schedule meetings between investors and financial advisors. You will play a substantial role in driving that success. This is a remote position with a fixed schedule of Monday through Friday from 9am to 6pm EDT. Responsibilities: • Engage directly with consumers by performing a high volume of outbound phone calls (200+ calls/day expected)., • Consistently meet or exceed individual and team performance metrics, including both qualitative and quantitative goals., • Serve as a trusted guide for users navigating the process of connecting with vetted financial advisors., • Proactively contact users who have expressed interest and schedule advisor consultations, ensuring a seamless experience., • Utilize a combination of customer service best practices and scripted messaging to deliver a tailored, high-quality experience., • Accurately log all user interactions, challenges, and outcomes in our internal CRM system., • Identify and escalate recurring user pain points to improve the overall experience., • Contribute to ongoing improvements by sharing insights and suggestions with team leads and cross-functional partners., • 1+ years of high-volume call center experience required, • Comfortable in an environment where quota attainment and conversion metrics are heavily emphasized, • Ability to learn and quickly adapt based on user and business needs, • Organized, detail-oriented, and excellent time-management skills, • Prolonged periods of sitting at a desk and working on a computer, • Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive., • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs., • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind., • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role., • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Salary: $45k + $15k Variable Commission + equity + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States

Job DescriptionPlanned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education. Planned Parenthood organizations serve all people with care and compassion, with respect, and without judgment, striving to create equitable access to health care. Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions. We do all this because we care passionately about helping people lead healthier lives. Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates, which operate non-profit health centers across the U.S. PPFA also works to educate the public on and advocate for issues of sexual and reproductive health. Formed as the advocacy and political arm of Planned Parenthood Federation of America, Planned Parenthood Action Fund is a separate non-profit membership organization tax-exempt under section 501(c)(4). The Action Fund engages in educational, advocacy, and limited electoral activity, including grassroots organizing, legislative advocacy, and voter education in furtherance of the Planned Parenthood mission. Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund seek a strategic Director to lead the Technology (IT & Information Security) Portfolio & Project Management Office and reports to the National Director, Office of the CIO. The Technology Strategy & Services (TSS) division provides the strategy and implementation of the Information Technology and Information Security programs that safeguards the data entrusted to Planned Parenthood by its patients, supporters, donors and staff. Purpose: • The Director, Technology Portfolio & Project Management leads the strategic execution and continuous improvement of the TSS PPMO. This role ensures disciplined delivery across IT and Information Security portfolios while driving operational excellence, accountability, and measurable business value., • The Director is both a strategic leader and hands-on operator, accountable for building a high-performing PMO that fosters collaboration, transparency, and data-driven decision-making. The successful candidate will combine deep PMO expertise with people leadership, business acumen, and the ability to translate complex technology initiatives into actionable outcomes., • As organizational priorities evolve, the National Director, Office of the CIO, may assign new or high-priority projects that require immediate attention. The Director is expected to proactively assess capacity, navigate necessary adjustments to processes or timelines, and mobilize the team to deliver these top-priority initiatives with speed, clarity, and precision while maintaining the PMO’s overall portfolio commitments., • This role is also accountable for leading the transformation of the PPMO into a Value Realization Office — driving strategic alignment, elevating portfolio maturity, and embedding a culture of accountability and measurable impact across the TSS organization.Delivery:, • Leads the strategic execution, governance, and continuous improvement to ensure portfolio performance, delivery discipline, and business value realization across TSS., • Matures portfolio management capabilities and standardizes project management practices across TSS by establishing governance frameworks, fostering results-oriented culture, and measuring performance metrics., • Creates and maintains a TSS Portfolio Dashboard and KPI report to track performance against strategic priorities and milestones., • Oversees and mentors the project managers; holds self and the team accountable, fosters a culture of ownership, professional growth, and delivery excellence, ensures all PM resources are effectively utilized., • Leads and manages high-impact projects/programs including change management and communications that aligns with evolving organizational goals, and provides hands-on program and project management as needed., • Develops and maintains the PPMO library, tools, templates, and processes through proactively identifying opportunities independently and quickly pivoting to support top priority initiatives as needed., • Partners closely with the dedicated Scrum Master and Technology Business Partners to ensure alignment between agile delivery, Scrum team outputs, PPMO governance, and strategic portfolio goals for iterative delivery of value at scale., • Translates TSS priorities into actionable delivery plans and navigates changing demands by adjusting scope, sequencing, and capacity to ensure timely execution., • Balances creativity with practicality; adapts best practices to fit organizational context and maturity instead of applying rigid methodologies., • Anticipates needs and challenges, simplifies processes, removes barriers, and translates ideas into tangible outcomes., • Champions continuous improvement and innovation of PPMO contributes directly to efficiency, value, and impact., • Navigates ambiguity and competing priorities with clarity, builds trust, and focuses on delivering outcomes aligned with enterprise strategy and the senior leadership direction., • Fosters a culture that values simplicity and execution over over-engineering., • •Serves as a trusted advisor to the TSS leadership team — able to influence decision-making through insight, foresight, and disciplined follow-through., • Performs other duties as assigned.Engagement:, • The Director, Technology Portfolio & Project Management plays a vital role in defining and executing the long-term vision of the TSS PPMO. This leader serves as a primary driver in securing organizational buy-in and enabling the transformation of the PPMO into a trusted, value-creating partner across TSS., • Builds credibility as a trusted advisor to senior leadership and forges strong partnerships with Technology Business Partners, Enterprise Applications, Enterprise Architecture, and other cross-functional leaders to ensure alignment, insight-driven decisions, and seamless delivery., • Builds and motivates a results-driven PMO team with clear expectations, consistent performance management, and professional development pathways. Promotes accountability and continuous improvement while nurturing an inclusive, high-performing culture grounded in PPFA’s DEI values., • Leads the TSS operational portfolio review process in collaboration with the TSS Leadership Team, ensuring portfolio discussions are strategic, decision-focused, and aligned to transformation priorities., • Defines, tracks, and reports KPIs that demonstrate portfolio value realization; synthesizes complex project performance into clear, actionable insights and executive presentations that drive transparency and decision-making., • Resolves conflicts independently and constructively, optimizing team collaboration and individual contribution toward shared results., • Models mature, accountable leadership by embracing feedback, addressing issues directly, and driving corrective action without defensiveness or resistance.Knowledge, Skills and Abilities (KSAs):, • 8+ years of experience in technology portfolio, program, and project management, with demonstrated success delivering complex, cross-functional initiatives required., • Bachelor’s degree required; Master’s degree (MBA or equivalent) or relevant professional certifications highly preferred., • Proven track record in standing up or maturing a technology PPMO, creating clarity from ambiguity, establishing measurable value frameworks, and elevating team capability through coaching and structured development., • 4+ years leading and developing teams of technical and non-technical project managers highly preferred. Proven ability to motivate, coach, and hold teams accountable to performance and delivery standards., • A proactive, creative, and execution-minded leader who drives transformation through ownership, innovation, and results. Demonstrated ability to initiate change, simplify complexity, and translate ideas into measurable outcomes., • Deep understanding of modern technology delivery, including agile and waterfall methodologies, with the ability to adapt and tailor best practices to the organization’s maturity and evolving needs., • Recognized as a technology thought leader with a clear-eyed understanding of software development, system design, and infrastructure delivery processes., • Strong analytical mindset and advanced problem-solving ability to anticipate challenges, manage risks, and resolve issues independently and decisively., • Exceptional collaborator who can coordinate multiple work streams, influence diverse stakeholders, and drive alignment across business and technology functions., • Excellent written, verbal, and interpersonal communication skills; able to distill complex information into concise, business-focused insights that influence decision-making at all levels., • Highly self-motivated, accountable, and detail-oriented leader who thrives in dynamic, fast-paced environments and demonstrates composure under pressure., • Demonstrated ability to lead in a diverse and multicultural environment, with sensitivity to different perspectives and a commitment to PPFA’s DEI values.

Job DescriptionAbout Us We are a strategy and innovation consultancy that helps organizations thrive in the face of change. Thorny problems are our strong suit. We’re a team of consultants who are energized by big, messy problems. We are strategists, analysts, designers, and editors who bring agility and flexibility to projects focused on stemming chronic disease, closing the skills gap, rethinking the future of work, supporting digital transformations, using data to make smart cities safer, developing sustainable business models, and making moonshot investments. We help companies thrive in the face of change. Our clients are “innovation mavericks” — leaders inside global corporations, nonprofits, and federal agencies who are tasked with helping their organizations adapt to the technological, economic, political, and social norms of the 21st century. We’re the strategy and innovation consultants they call when there’s no playbook for the problem they’re trying to solve. Our open innovation practice was established in 2011. We are particularly focused on open innovation for impact, making use of incentive prize mechanisms to accelerate innovations such as artificial organs (Artificial Kidney Prize), early biothreat detection (DHS Hidden Signals Challenge), access to career and technical education (the Ed Prizes challenge series), and improving our understanding of Earth’s magnetism (NGA MagQuest). We have an equal appreciation for strategy and execution. We offer our clients the upfront thinking that goes into careful strategy development and can become partners in execution to ensure those strategies are implemented. We believe that career choices are not binary; you can have a challenging and rewarding career as part of a high-performing team and also live your life. Our clients appreciate that we bring the highest level of excellence to everything we do, and our team appreciates that we are extraordinarily efficient so that you aren’t expected to be online later. Please note: for employment at Luminary Labs, you must be fully vaccinated (including booster) for COVID-19 to ensure compliance with enhanced health and safety protocols. The Role Luminary Labs seeks an experienced consultant to lead teams in the development and execution of highly innovative programs for our Fortune 500, nonprofit, and government clients. About You You are known for your consulting chops and strong client EQ, having worked with and for leaders as a trusted advisor across numerous industries. You have experience implementing high-profile and large-scale programs. You have incredible attention to detail and can build and run a project plan in your sleep. You are enthusiastic about open innovation and the broad playing field it provides. You care about the impact your work has on the world and have been looking for a career path that is both high-performance and high-impact. You are passionate about working at the intersection of emerging technologies and the problems that matter. You are a leader who empowers your team to achieve excellence. You know how to give regular feedback and effectively delegate. People love working with you, and for you.Role and Responsibilities • Serve as a client advisor. Earn respect and trust of our corporate, nonprofit, and government clients. Know the conditions for success and persevere to make change happen in large organizations., • Lead the vision. Bring transformative thinking to our clients, while understanding the conditions for success within their environments. Translate said thinking into tangible programs that meet client goals., • Lead the team. Serve as the ultimate owner of all project deliverables including project plan, content, format and storytelling. Work closely with your multidisciplinary team to ensure flawless execution, staying on top of the many moving pieces., • Connect the dots. Have your finger on the pulse of your clients’ industries, including the role of incumbents and newcomers. Identify key nodes in any given industry network, participate in industry events, stay abreast of relevant news and trends, and tap into the network to drive value for our clients., • Drive business growth. Lead the development of new business proposals and pitches and deepen value with existing clients. Support company growth by participating in the ongoing recruitment of talent.Desired Skills and Experience, • MBA or equivalent experience, • 6-8+ years experience working with clients who trust you implicitly, • Proven leader who knows how to build and inspire a team; passionate about the career trajectory of those around you, • Early adopter of emerging technology for networking and intelligence gathering, • Are super-flexible, adaptable, realistic, practical, and agile, • Competitive compensation and formal bonus structure, • Health benefits package (80% of premium is covered for health, dental, and vision), • Competitive vacation package, • Paid family leave, • 401k plan with matching, • Pre-tax transit check, • Cell-phone reimbursement, • Fitness reimbursement, • Education stipend and growth opportunities, • Charitable donation matching We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.