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Job Description This is a remote position. About Guide Point We're a growing remote accounting firm serving over 5,500 clients. Our approach stands apart from much of today's private equity–driven accounting landscape. We believe the profession has become too focused on profits at the expense of people and culture. Instead, we're building a firm that values technical excellence, fairness, and respect for our professionals. Clear expectations, sustainable workloads, and a culture of integrity define how we operate—and how we aim to lead the next generation of accounting firms. About the Role The Senior Tax Manager is responsible for delivering high-quality, technically sound accounting and tax solutions across a diverse client base of individuals and business owners. This position is ideal for a seasoned tax professional who values precision, client relationships, and meaningful work in a firm that prioritizes fairness and clarity over long hours and bureaucracy. You'll work on a variety of individual and entity returns, manage direct client relationships, and serve as a trusted technical resource within the team. It's a role built for someone who wants to plant their flag at a well-run firm and grow with it over the long term. We have strong systems, software, and support staff in place, so administrative and preparatory tasks are not part of this role. We value team players who can help when needed, but are committed to keeping your time focused on work that matches your level and skill set. Responsibilities * Manage full-cycle tax review, signing, and client communication across individual and business engagements. * Serve as a primary point of contact for clients who are individuals, business owners, or both — bringing emotional intelligence and professionalism to every interaction. * Handle a broad range of return types with primary focus on 1040, 1041, and 1065, with additional exposure to entity returns including 1120 and 1120S. * Read and interpret financial statements and review prepared business returns as part of supporting business-owner clients. * Act as a technical resource for junior staff on foundational tax and entity concepts while maintaining an active workload of assigned engagements. * Contribute to firm integration and process-improvement initiatives as new practices are onboarded. Requirements * CPA designation required. * 9-15 years of public accounting experience with strong technical tax skills across individual and entity return types. * Proficiency in individual, partnership, and S corporation tax compliance; familiarity with trust returns (1041) a plus, though depth is not required. * Ability to read financial statements and understand business accounting in the context of tax work. * Comfortable managing direct client relationships, including business owners — clear, professional, and emotionally intelligent in communication. * High attention to detail and strong organizational skills, especially in a remote environment. Benefits * Competitive Compensation * Fully remote * Significant growth opportunity within a mission-driven, people-first firm

Job DescriptionTax Manager – Public Accounting | Hybrid or Remote Overview: A top-tier public accounting firm is hiring an experienced Tax Manager to help lead its growing tax practice. This is an opportunity to join a values-driven organization that places a high priority on flexibility, mentorship, and delivering client excellence. The firm supports hybrid work schedules and fully remote arrangements for the right candidate. Key Responsibilities: * Lead client engagements, including planning, budgeting, and supervising tax preparation and review processes * Provide expert-level tax compliance and consulting services to diverse clients * Mentor and develop junior staff and seniors within the department * Serve as a key point of contact for clients, offering proactive advice and fostering long-term relationships * Stay current with tax legislation and ensure clients remain in compliance while identifying opportunities for tax savings Qualifications: * Bachelor’s or Master’s degree in Accounting, Taxation, or related field * CPA license required * 5+ years of recent public accounting experience with a focus in tax * Strong technical knowledge in federal, state, and local tax regulations * Proven leadership ability and experience managing teams and client relationships Benefits & Work Environment: * Flexible hybrid work environment or fully remote option * Culture focused on professional excellence and personal well-being * Supportive leadership and clear career advancement paths * Competitive salary, bonus potential, and a robust benefits package Apply today by sending your resume to or connect with me to learn more! Direct Phone: 605-601-4597

Job DescriptionSalary: $75k-$90k About Us American Exchange Group is an industry leader in fashion accessory products and brand management. By facilitating distribution to major retailers internationally for their globally recognized brands, custom private label brands, and exclusive licensed brandsincluding footwear, tech wearables, watches, jewelry, handbags, fashion accessories, home, and beautyAmerican Exchange Group raises the bar by disrupting the status quo with value and quality, while staying at the forefront of trends. Joining American Exchange Group means being part of a dynamic and diverse team where your contributions drive real impactand where theres always room to grow. If you're looking to be part of a company that blends heritage with hustle, were excited to meet you. Visit our website at Job Title:Account Executive, Fashion & Bridge Jewelry Location: Onsite Monday - Thursday, Friday remote Summary: We are seeking a motivated and results-driven Account Executive to support sales growth for our bridge and fashion jewelry lines, with a focus on mid-tier department store accounts. This role is ideal for a sales professional with 25 years of experience who is eager to grow their career in fashion jewelry sales, build buyer relationships, and develop strong account management skills. The Account Executive will support existing accounts, help identify new growth opportunities, and collaborate cross-functionally to deliver strong assortments, execution, and service to our retail partners. Primary Responsibilities: • Support the management of assigned department store accounts, building relationships with buyers and ensuring strong day-to-day account execution and service., • Execute sales strategies to achieve and exceed revenue, margin, and growth targets across jewelry categories., • Assist in executing sales strategies to achieve revenue, margin, and growth goals across jewelry categories., • Build and maintain strong, influential relationships with buyers through regular outreach, presentations, and follow-ups., • Identify opportunities to grow business within existing accounts and support outreach to potential new customers as assigned., • Monitor sales trends, competitive activity, and customer needs to help inform sales strategies and presentations., • Track sales performance, maintain account data, and prepare reports using Excel to support forecasting and decision-making., • Work closely with Product Development, Merchandising, Marketing, and Supply Chain teams to ensure alignment on assortments, deliveries, and customer needs. Qualifications & Experience: • 25 years of experience in sales or account management within fashion jewelry, accessories, or a related fashion category., • Prior experience working with jewelry or fashion accessories is strongly preferred., • Strong passion for sales with a proactive, relationship-driven personality and eagerness to learn and grow., • Strong Excel skills with the ability to analyze sales data, track performance, and support reporting., • Clear, professional verbal and written communication skills; comfortable interacting with buyers and internal teams., • Organized, detail-oriented, and able to thrive in a fast-paced environment. What We Offer • Comprehensive Health & Wellness Benefits, including medical, dental, vision, and supplemental insurance, • 401(k) Retirement Savings Plan with company match, • Generous Paid Time Off (PTO) and paid holidays, • Half Day Fridays with shortened hours during both Summer and Winter seasons, • Health Savings Account (HSA), • Flexible Spending Account (FSA), • Tax-free commuter benefits, • Exclusive employee merchandise discounts Salary: The anticipated base salary is $75k - $90k annually. Actual compensation will be determined based on a variety of factors including, but not limited to, experience, skills, education, internal equity, and location. This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary. The compensation package is dependent on a number of factors, including, for example, experience, education, market data, and business needs.

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Accounting Expert Type: Contract Compensation: $75–$83/hour Location: Remote Commitment: 20 hours/week Role Responsibilities • Author, review, and annotate technical tasks to evaluate AI model performance on accounting problems., • Produce original problem sets grounded in financial statements, reconciliation schedules, and ledger entries., • Write reference solutions and apply structured quality checks., • Provide clear technical writing to articulate reasoning step-by-step. Must-Have • PhD in Accounting, CPA with 3+ years audit, tax, or advisory experience, or BA/BS in Accounting with 5+ years applied accounting, audit, or controllership experience., • Working fluency in at least two of: financial accounting, managerial accounting, audit, tax, assurance., • Comfortable reading and interpreting financial statements, reconciliation schedules, and ledger entries., • Hourly contractor, • Upload resume, • AI interview based on your resume #hiringmercor

Job Description About the job For 41 years, Rewards Network has been helping restaurants grow revenue, increase traffic, and boost customer engagement through innovative financial, marketing services, and premier dining rewards programs. By offering unique card-linked offers, we introduce diners to fantastic restaurant experiences, leveraging advanced technology and data analytics to deliver value to restaurants, diners, and our strategic partners' loyalty programs. Our Culture At Rewards Network, you'll be part of a driven and diverse team that excels in collaboration, issue resolution, and taking ownership of both personal growth and the company's success. We take pride in partnering with the world's most powerful loyalty programs to drive full-price paying customers to local restaurants through marketing services and flexible funding options. Our engaging and rewarding environment is designed to help you gain your full potential. This is a field sales opportunity in the territory. Candidates MUST live LOCAL to territory of Manhattan NY Job Overview As an outside Account Executive at Rewards Network, you will drive the growth of the company while building your own career with a lifetime of rewards. Are you interested in being part of a 40-year-old company with a great culture? We need your passion and sales expertise to help us build the Rewards Network brand in your geographic territory. Join Our Team. What you'll bring to the table: (Responsibilities) • Source new clients through cold calling (door knocks) as well as social media prospecting to meet & exceed sales quotas., • Develop and manage a pipeline of prospects throughout assigned geography, set up in-person meetings with decision makers to discuss products/services, and move the sales process forward., • A positive attitude that will generate great first impressions and maintain active engagement with new and existing leads; innate ability to build relationships by interacting with prospective clients., • Meet weekly and monthly sales objectives (cold calls, appointments, presentations & closed deals)., • Collaborate with account managers and internal revenue operations to ensure individual and company goals are met., • 25-30 door pulls (daily) and has a structured methodology for acquiring new business, territory planning and pipeline management., • 4+ years of proven success in outside sales; experience cold-calling businesses that have a need for financial and marketing services products preferred., • Ability to work in a fast-paced, entrepreneurial and team environment., • Proven experience in growing new business with a hunter mentality; persistent and self-motivated to drive business in a remote outside sales environment., • Strong financial acumen and ability to have a confident discussion related to fees, acceptance, and finances., • Excellent verbal, active listening, and written communication skills, including the confidence to interact and lead presentations with prospective clients in a way that projects Rewards Network's differentiation in the marketplace., • High school diploma or equivalent and 3-5 years of related experience., • Proficiency in MS Office/Outlook and Salesforce or other CRM system., • Base salary of $90,000-$110,000 based on experience, • Uncapped monthly commission with a strong earning trajectory- most of our team meets or exceeds target, with top performers earning $80K and up annualized, • Accelerated earnings for the first 12 months, • Auto allowance and eligibility for additional prizes, including our annual President's Club trip, • Career paths in both Sales and Management and promotion opportunities based on define metrics, • Sales Academy – We provide in-depth training for our new hires to learn as a group. Real life lessons and a thorough understanding of our products and solutions give you vast confidence as you interact with clients. After all, your success is our success. Virtual work environment including all necessary technology (cell phone & laptop) to excel in a remote capacity., • Competitive Paid Time Off and company holidays, • Generous dining reimbursement when you dine with our restaurant clients, • 401(k) plan with a company match, • Two medical plan options- Standard PPO or High Deductible Health Plan (HSA with company match for HDHP participants), • Partnership with Rx n Go, offering certain prescriptions for free, • Two dental plan options and a vision plan, • Flexible Spending Accounts and a pre-tax commuter benefit program, • Accident, Critical Illness, and Hospital Indemnity Insurance Plans, • Short Term and Long-Term disability, • Company-paid life insurance and AD&D insurance, supplemental employee, spouse, and child life insurance

Job Description Tax Manager New York City, NY | Hybrid-2 days in office ARC Group is recruiting for our client, a well-known CPA firm, for a Tax Manager in New York, NY (10017).Our client is seeking an experienced Corporate Tax Manager to join their Manhattan office. This role offers opportunities to engage in corporate tax planning, compliance, and ASC 740 income tax accounting, including tax provision preparation and audit support. The Tax Manager will play a key role in managing client engagements, collaborating with team members and specialists, and supporting the firms tax practice across multiple clients. Work Schedule: * Hybrid: 2 days in the office, 3 days remote Key Responsibilities: * Manage client engagements from start to finish, including planning, executing, directing, and completing tax projects within budget. * Supervise, mentor, and train associates, senior associates, and interns; provide performance feedback and assume in-charge responsibilities as needed. * Identify opportunities to provide additional services to existing and prospective clients. * Review tax returns prepared by staff and provide guidance on accuracy and tax-saving strategies. * Conduct primary reviews of ASC 740 income tax provision engagements. * Research and consult on complex tax matters; leverage tax software to prepare and process returns. * Respond to inquiries from the IRS, state, and other tax authorities. * Develop strong relationships with clients, gathering information and providing tax services effectively. * Understand client operations, processes, and business objectives and apply this knowledge to engagements. * Participate in professional development and ongoing training sessions. * Maintain the highest professional standards and confidentiality. * Perform other duties as assigned. Qualifications: * Bachelors degree in Accounting required; CPA or JD/active law license required. * 47 years of progressive tax compliance and/or consulting experience, preferably in public accounting. * Strong expertise in corporate income tax and ASC 740 accounting for income taxes. * Proficiency in US GAAP, corporate tax laws, and regulations. * Broad knowledge of statutory income tax compliance and consulting, including state/local taxes, international taxation, and transfer pricing. * Experience with OneSource Tax Provision preferred. * Excellent analytical, technical, communication, and interpersonal skills. * Strong teamwork, attention to detail, and client service orientation. * Ability to travel as needed.

Job DescriptionTax Manager / Senior Manager (High Net Worth/Ultra High Net Worth1040 Focus) Fully Remote (U.S.) | Travel to NE US 3-4X Per Year If you love working with high-net-worth individuals and families, but you are tired of the always-on grind that never matches real life, this might be your lane. Our client is a growing CPA firm that is intentionally building a family-friendly, flexible culture.They are expanding their HNW and UHNW individual tax practice and want a manager or senior manager who can lead complex 1040 work, advise clients proactively, and coach a team without the pressure-cooker expectations that burn good people out. A Different Culture - A Different Mindset • Remote-first: Work from where you do your best work., • Reasonable travel: You do not need to live in Buffalo, but you should be open to visiting periodically for relationship-building and key moments., • Growth runway: This is a strategic hire tied to continued growth in HNW 1040 work and related planning., • Review and manage complex Forms 1040 and related filings, including multi-state returns., • Handle Schedule C, E, and F activities., • Work with pass-through entity K-1s (partnerships, S corps, trusts)., • Support foreign reporting needs such as FBAR and Forms 8938, 5471, 8865, 3520, and 3520-A., • Coordinate trust and estate income tax matters including Forms 1041.Deliver proactive planning that clients feel, • Identify and resolve complex issues tied to investment income, private equity, and hedge funds., • Support planning around equity compensation (ISOs, RSUs, QSBS), real estate, and charitable planning including donor-advised funds., • Navigate AMT, NIIT, and SALT considerations., • Stay current on tax law changes and translate them into clear action steps.Be the trusted point of contact, • Own client relationships with HNW individuals and family groups., • Lead year-end planning, estimated strategies, and life event planning (liquidity events, retirement, business sales)., • Coordinate with wealth managers, attorneys, and family office stakeholders.Lead a team like a real leader, • Manage budgets, deadlines, workflow, and quality across multiple engagements., • Review work with clarity and kindness., • Mentor seniors and staff on technical skills and client communication., • Improve processes and drive efficiencies.What will success look like?, • Clients feel supported, informed, and confident., • Returns are timely, accurate, and thoughtfully reviewed., • Staff feel coached and developed, not just reviewed., • Planning opportunities are identified proactively.What you bring:, • CPA required. Client will consider an EA or JD, • 6 to 10+ years in public accounting with a strong HNW individual tax focus, • Deep expertise in complex individual tax matters and strong review skills, • Experience mentoring teams and managing competing deadlines, • Trust, estate, and gift exposure, • Private equity, hedge funds, or alternative investment exposure

Job Description Attention: Kapitus is aware that individuals posing as recruiters may be communicating with job seekers about supposed positions with Kapitus. Kapitus has received reports that the content and method of communication can vary, but messages may contain requests for payment (e.g., fees for equipment or training) and/or for sensitive financial information. Kapitus will never ask a candidate for employment for payment or financial information during the initial application or interview process. All open positions are posted in location specific employment portals available at All legitimate Kapitus job postings on employment sites will direct candidates to complete an application through these portals before completion of the hiring process. Candidates with additional questions or concerns regarding any recruiting communications or Kapitus' recruiting process in general should email The Account Executive, Renewal Sales is a key participant in the Renewals Department responsible for active account management, cross selling, and retaining merchant relations. The Account Executive, Renewal Sales will work with and support other business areas and senior management to increase account penetration, revenue growth, and customer satisfaction. What you will do: • Create and drive revenue within a specified region or list of accounts, • Drive revenue and own the full cycle sales process including prospecting, negotiating contracts, and closing renewal business with customers, • Provide recommendations based on a customer's business needs and usage patterns, • Serve as the voice of the customer and collect feedback to thoroughly qualify leads and sales opportunities, leverage business from new and established relationships, and strategize, negotiate, and close business., • Handle inbound customer communication and organize/escalate issues appropriately: billing, legal, security, and technical inquiries, • Collaborate and work with different members (Underwriting, Leadership, etc.) to build strategic financial plans for customers, • Educate and effectively communicate to customers the value of Cash Advance, • Develop trusted internal and customer relationships to created win-win sales relationships, • Effectively manage a pipeline working within a defined sales process, • Properly communicate the status of a deal to internal management included senior leadership with realistic timelines and hurdles to the overall success of a particular deal What we are looking for: • Bachelor's degree or equivalent combination of education and job experience preferred, • 1+ years of prior full sales cycle experience, ideally in Financial Services and/or consultative sales with demonstrable experience delivering, • You have experience (and should enjoy!) collaborating with internal sales teams, • Experience selling that can be used across multiple products. You have experience selling across different industries, • Ability to engage multiple stakeholders throughout the sales cycle including Legal, IT, Security, and Finance, • Effective in (and should enjoy!) collaborating with internal sales teams, • Experience engaging and building a presence with customers using communication tools, • Understanding of and experience with CRM programs (Salesforce preferred), • Excellent verbal and written communication skills as well as a strong sense of accountability, • Ability to compute basic business math Preferred Skills: • Strong organizational skills, adaptability, and ability to work on multiple projects, • Working knowledge of Microsoft Suite, CRM, pricing, equipment, and/or gateways, • Strong interpersonal skills and professionalism, • Consultative selling experience, • Prospecting skills, • Competitive spirit, • Resourceful, • Welcoming of feedback / coaching, • Drive for hitting your metrics, • Solution selling ability, • Discovery skills, • Objection handling skills, • Planning and closing skills, • Can collaborate and influence in a team environment Kapitus Total Rewards Package Includes: • Competitive Base Salary Range of $55,000 + Commission. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant's final salary will depend on a number of factors including the applicant's geographic location, skills, and experience., • Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. Additional perks through UHC include: Sweat Equity, free subscription to the Calm App, UHC rewards, Real Appeal, and Quit For Life., • Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses., • Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being., • 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense., • Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events., • Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones., • Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work., • LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:, • Pet and car insurance discounts., • Financial services such as LegalShield., • Relaxation and stress management tools., • Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life., • Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Managed through our LSA plan, Kapitus Academy., • Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities., • Paid Time Off and Sick Time., • Retirement Benefits: Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary. About Kapitus: Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth. Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner's story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.

Job Description Tax Director New York City $50,000 sign-on bonus if you commit to 1 year! Salary :$245,000 starting and negotiable The Opportunity We’re looking for a strategic, forward-thinking Tax Director to lead and grow our tax team. This is a key leadership position for someone who thrives at the intersection of technical expertise, client advisory, and operational excellence. This is a full-time remote role, and the right person will be included in decision-making as part of the leadership team. What You’ll Do ✅ Lead and mentor a high-performing team of tax professionals ✅ Oversee complex tax compliance and planning engagements for businesses and individuals ✅ Collaborate with legal and accounting / Fractional CFO counterparts to deliver holistic client solutions ✅ Manage and grow client relationships through proactive tax strategy and advisory ✅ Ensure compliance with federal, state, and local tax laws – with a sharp eye for planning opportunities ✅ Develop and implement scalable workflows and technology integrations (we use Ignition, Karbon, and more) ✅ Stay ahead of tax law changes and advise both clients and internal teams accordingly What We’re Looking For • CPA or EA required; JD or MST a plus, • 10+ years of progressive tax experience, ideally in a public accounting or multidisciplinary environment, • Strong leadership and people management skills, • Excellent communication – you can explain complex tax concepts in plain English, • Strategic mindset with a hands-on approach, • Comfortable working in a fast-growing, tech-forward, collaborative environment, • Someone who has worked extensively with a workflow / practice management tool like Karbon Why our client ✔️ Innovative ABS structure combining law, tax, and accounting ✔️ Entrepreneurial leadership and room to grow ✔️ Fully remote work environment ✔️ Competitive compensation and benefits ✔️ Team-oriented culture with real impact Benefits • 10 days PTO (increasing each year), • 10 paid holidays, • 13 paid Fridays off (May - July), • Reasonable working hours (average 50 during busy season), • Medical, dental, vision, short-term life, disability, • 401(k) with match

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 Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Tax Professional Type: Contract Compensation: $100–$180/hour Location: Remote Role Responsibilities • Develop complex, real-world tax research questions across various domains (federal, state, international, etc.)., • Draft clear, structured problem statements that mirror actual client or advisory scenarios., • Ensure questions reflect current regulations, edge cases, and nuanced interpretations., • Review and refine outputs for technical accuracy and clarity., • Collaborate with project teams to improve dataset quality and coverage. Must-Have • 3–10+ years of relevant tax experience., • Strong background in technical tax research and memo drafting., • Familiarity with IRC, Treasury Regulations, case law, and IRS guidance., • Ability to translate complex tax issues into clear, structured questions., • High attention to detail and technical accuracy., • Experience with AI, data annotation, or evaluation projects., • Upload resume, • AI interview based on your resume #hiringmercor

Job DescriptionCoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at You'll DoAbout the Team The Strategy & Transformation team is responsible for building and scaling CoreWeave's internal systems across Finance and Supply Chain. We focus on delivering AI-first, highly automated, and deeply integrated solutions that power critical business operations. This team partners closely with Finance, Accounting, Procurement, IT, and Engineering to modernize workflows and enable real-time, data-driven decision-making. About the Role As an Integration Engineer, you will design and build scalable integrations across CoreWeave's Finance and Supply Chain systems. Your day-to-day will focus on developing workflows using Workato and/or Boomi, building APIs, and enabling real-time data movement across business-critical platforms. You will work closely with cross-functional stakeholders to automate processes, improve system interoperability, and ensure data reliability. This role blends hands-on integration engineering with growing exposure to modern development practices and GenAI-enabled automation. Who You Are • Proven experience building integrations using Workato (Boomi experience is a plus), • Strong expertise in Finance systems, including FP&A, Revenue Accounting, AP, AR, Treasury, Tax, and Billing, • Experience working with Supply Chain systems such as ERP, PLM/PDM, Procurement (PR/PO), and Planning/MRP, • Hands-on experience designing and implementing RESTful APIs and event-driven architectures, • Proficiency in Python and/or JavaScript, • Experience working in cloud environments (AWS, Azure, or GCP), • Working knowledge of DevOps and CI/CD practices, • Experience using or integrating GenAI tools (e.g., Cursor, ChatGPT, Codex) in development workflowsPreferred, • Experience managing integrations in complex, enterprise-scale environments, • Familiarity with ERP and supply chain management platforms, • Experience building or supporting first-party/internal applications, • You love building scalable integrations and automating complex business processes, • You're curious about applying AI and emerging technologies to enterprise systems Our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences The base salary range for this role is $165,000 to $242,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration. California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job DescriptionJob Title: Civil Engineer Please book a time to meet with me: Job Description This role involves working as a Civil Project Engineer, collaborating across various segments including Environmental, Civil, Geotechnical, and Architecture. The position focuses on site civil and land development projects, encompassing the design of site layouts, grading, stormwater management, utilities, soil erosion, sediment control measures, landscaping, lighting, and project management. Responsibilities also include zoning and land development permitting, field inspection, hydraulic and hydrologic design and analysis, site plan drafting, environmental impact assessment, and preparation of project documents. Responsibilities • Design site layouts and grading plans., • Manage stormwater and drainage design projects., • Develop utilities and soil erosion and sediment control measures., • Coordinate landscaping and lighting plans., • Oversee project management tasks, including zoning and land development permitting., • Conduct field inspections and collaborate on hydraulic and hydrologic design and analysis., • Draft site plans and conduct environmental impact assessments., • Minimum of 3 years experience with stormwater management, site and grading design, zoning, and site plan permitting., • Proficiency in AutoCAD with at least 3 years of experience., • Experience in land surveying and development projects for at least 3 years., • At least 2 years of experience using Civil 3D for site civil projects., • Experience with Hydrocad is a plus., • EIT certification is advantageous., • Experience with Carlson is beneficial. The work environment offers a very open and collaborative office space with remote flexibility depending on the position. There is constant communication with team members, fostering a supportive and team-oriented atmosphere. The company is known for its competitive salary, quarterly performance-based bonuses, end-of-year bonuses, and opportunities for upward mobility and career growth. They provide great mentorship, invest in their employees, and offer travel reimbursement. The firm specializes in site/civil/traffic engineering consulting, permitting, expediting, construction administration, landscape architecture, and planning across various regions, including the northeast, mid-Atlantic, south, and Midwest. Job Type & Location This is a Permanent position based out of New York, NY. Pay and Benefits The pay range for this position is $70000.00 - $130000.00/yr. Medical Plans (via Aetna): PPO Plus: Lower deductible ($600 individual / $1,200 family), copays for office visits, and prescription coverage. HDHP with HSA: Higher deductible ($1,900 individual / $3,800 family), but includes a Health Savings Account (HSA) with tax advantages. Dental: Delta Dental Plan. Vision: VSP Vision Plan. Telemedicine: Available through Aetna and MyAdvocate. Mental Health: Inpatient and outpatient services covered. Additional Coverage: Critical illness, accident, hospital indemnity, and identity protection insurance 401(k) Profit Sharing Plan: Available immediately upon hire. Vesting: Details not specified, but typically phased over several years. Stock Purchase Plan: Available after 90 days. Profit Sharing Trust Retirement Plan: Available within one year, depending on hire date Health Care FSA Dependent Care FSA Limited Purpose FSA (for HSA participants) Health Savings Account (HSA): Available with HDHP plans Vacation & Sick Pay Holidays Birth & Bonding Leave Jury Duty & Funeral Pay Workplace Type This is a fully onsite position in New York,NY. Application Deadline This position is anticipated to close on May 1, 2026. Diversity, Equity & Inclusion At Actalent, diversity and inclusion are a bridge towards the equity and success of our people. DE&I is embedded into our culture through: • Hiring diverse talent, • Maintaining an inclusive environment through persistent self-reflection, • Building a culture of care, engagement, and recognition with clear outcomes Our Bangalore, Hyderabad, Pune, and Chennai delivery centers are hubs of engineering expertise, with core capabilities in mechanical and electrical engineering, systems and software, and manufacturing engineering. Our teams deliver work across multiple industries including transportation, consumer and industrial products, and life sciences. We serve more than 4,500 clients, including many Fortune 500 brands. Learn more about how we can work together at actalentservices.com.

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Accounting & Audit Expert Type: Contract Compensation: $500–$1000 per completed task Location: Remote Duration: ~2 weeks Commitment: ~15 hours/week Role Responsibilities • Evaluate AI-generated accounting outputs for accuracy and compliance with GAAP, IFRS, and regulatory frameworks., • Calibrate AI decision-making processes in tasks like journal entry preparation and variance analysis., • Simulate and audit workflows related to financial close, consolidations, and tax filings., • Provide domain-specific feedback on AI-generated financial statements and management reports. Must-Have • 4+ years of professional accounting experience at top-tier firms or specialized contexts., • Bachelor’s degree in Accounting, Finance, or a related field., • Professional certifications such as CPA, CA, CMA, or ACCA., • Strong technical accounting proficiency with knowledge of GAAP, IFRS, and other frameworks., • Experience in forensic, government, nonprofit, or cross-border accounting., • Task Completion Pay: $500–$1000 per completed task, • Submit Resume & Application Form, • AI Interview: A short, 15-minute conversation #hiringmercor

Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in accounting, financial reporting, tax compliance, audit procedures, controllership, forensic accounting, and structured enterprise accounting workflows. This role supports current and upcoming remote consulting opportunities focused on structured accounting workflow review, financial statement analysis, tax calculation assessment, audit procedure evaluation, internal control testing, and high-quality project execution. Selected professionals will apply their accounting expertise to review realistic finance and reporting scenarios, evaluate technical outputs, prepare structured written feedback, and support accurate, evidence-based accounting workflow tasks. Key Responsibilities Professionals in this role may contribute to: Financial Reporting & Accounting Standards Review • Review accounting scenarios involving journal entries, financial statement preparation, revenue recognition, lease accounting, consolidations, intercompany eliminations, and accounting standards interpretation, • Evaluate accounting outputs against source records, US GAAP, IFRS, company policy, professional standards, and documented review criteria, • Support structured review of month-end close materials, reporting schedules, trial balances, reconciliations, and technical accounting memos, • Review scenarios involving tax calculations, tax provision materials, corporate tax, individual tax, partnership tax, state and local tax, international tax, and compliance documentation, • Evaluate tax and controllership materials against IRC requirements, reporting standards, source documents, and defined workflow expectations, • Support structured review of tax workpapers, provision calculations, financial reporting controls, close packages, and controllership documentation, • Review audit scenarios involving audit procedures, internal control testing, SOX compliance, PCAOB standards, audit workpapers, and professional ethics, • Evaluate audit and advisory outputs against testing objectives, documentation standards, control requirements, and evidence-based criteria, • Annotate, label, or validate accounting data across use cases such as internal audit, forensic accounting, valuation, compliance audits, and financial statement review Strong candidates may have: • 3+ years of professional experience in public accounting, corporate accounting, financial reporting, tax, audit, controllership, internal audit, nonprofit finance, government finance, forensic accounting, valuation, or advisory services, • Background in one or more areas such as external audit, tax preparation, financial reporting, controllership, SOX compliance, internal audit, forensic accounting, valuation, or accounting advisory, • Familiarity with accounting workflows involving month-end close, journal entries, reconciliations, financial statement preparation, tax calculations, audit testing, and internal controls, • Comfort reading and preparing accounting artifacts such as workpapers, financial statements, audit documentation, tax schedules, close packages, technical memos, and control testing materials, • Strong analytical thinking and written communication skills, • A degree or professional background in accounting, finance, taxation, audit, business administration, economics, or a related field is helpful, • CPA license, CPA exam progress, or equivalent accounting qualification is strongly preferred, • Experience at a Big 4, national, regional, or local public accounting firm, corporate accounting department, government finance function, nonprofit finance team, or advisory practice, • Familiarity with US GAAP, IFRS, IRC, PCAOB standards, SOX, ASC 842, revenue recognition, consolidations, intercompany eliminations, or professional ethics requirements, • Experience preparing or reviewing journal entries, audit workpapers, tax calculations, financial statements, control testing documentation, reconciliations, or technical accounting memos, • CPA, CPA candidate status, audit credentials, tax credentials, valuation credentials, forensic accounting background, or advisory experience is helpful, • Apply accounting, audit, tax, and financial reporting expertise to structured remote project work, • Contribute to high-quality accounting workflow review, standards assessment, audit analysis, and tax evaluation, • Work on flexible assignments aligned with your accounting background, • Use your technical judgment in a focused, detail-oriented review environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $75–$105 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: .

Job DescriptionCompany Description At KPFF Consulting Engineers, we are more than just an engineering design firm. For 65 years, we have dedicated ourselves to innovative, sustainable engineering that shapes the built environment and tackles complex infrastructure challenges. Our team culture emphasizes balance, growth, and well-being, supporting each member’s professional journey with flexibility, generous benefits, and a collaborative approach to work-life integration. With over 1,400 professionals across 30 offices nationwide, KPFF’s decentralized structure allows each office the flexibility to pursue projects aligned with their regional strengths. Learn more at . Job Description We’re hiring a Civil Project Manager to lead complex civil engineering projects in our growing New York office, located in Tribeca. This senior-level role is ideal for an engineer ready to take full ownership of project delivery, strengthen and expand client relationships, and help drive the continued growth of our practice. At KPFF, you’ll manage diverse projects from start to finish, mentor a talented team, and play an active role in developing new business, all while leveraging KPFF’s strong reputation in the AEC industry. As you grow with us, you’ll also have opportunities to pursue pathways to ownership, reflecting our commitment to rewarding leadership and long-term contributions. This is a hybrid role, with an expectation of being in the office three days a week for client meetings, collaboration, and professional development. While we offer flexibility, this is not a fully remote position. For a Project Manager, in-person time is especially important for building client trust, mentoring staff, and strengthening team relationships. What You’ll Be Doing • Serve as the primary point of contact for clients, ensuring strong relationships and successful project outcomes., • Lead project delivery from proposal to completion, managing schedules, budgets, contracts, and quality., • Drive business development by pursuing new opportunities, writing proposals, and expanding KPFF’s client base., • Oversee and review technical design work for site development and infrastructure projects., • Navigate New York and New Jersey permitting, zoning, and agency coordination (e.g., DOB, DEP, DOT, and local utilities) to ensure compliance and smooth approvals., • Collaborate with contractors, consultants, and public agencies to coordinate all aspects of project execution., • Mentor, train, and guide engineers at all levels, fostering technical excellence and professional growth., • Represent KPFF in client meetings, industry events, and professional organizations, contributing to the growth and visibility of the New York office.Qualifications, • Bachelor’s degree in Civil Engineering (Master’s a plus)., • PE license, • 8+ years of civil engineering experience, with a proven track record managing site development and infrastructure projects., • Demonstrated success in business development, including client relationship management and securing new work., • Advanced knowledge of New York and New Jersey permitting, codes, and regulatory processes, with experience guiding teams through agency approvals., • Proficiency with AutoCAD and Civil 3D., • Strong leadership skills and confidence managing teams, projects, and client expectations., • Excellent communication skills and a collaborative approach to problem-solving., • Duties are primarily conducted in a standard office setting, requiring prolonged periods of sitting at a desk or computer., • Occasionally may be required to lift objects up to 15 lbs., • Occasional visits to project and construction sites may involve walking, standing, kneeling, or navigating uneven terrain., • Travel to project sites or client meetings, which may involve driving or public transit. Additional Information The expected salary range for this position is $130,000 – $170,000, aligned with candidates who bring at least 8 years of experience, proven project management skills, and business development success. Final compensation will also consider education, licensure, and overall skills. We also provide performance-based bonuses to recognize outstanding contributions. For those who demonstrate long-term impact and leadership, KPFF offers pathways to ownership, creating opportunities to directly share in the firm’s growth and success. During the interview process, we’ll review the full compensation package and answer any questions you may have. Culture and Benefits At KPFF, your career growth and well-being matter. We offer a supportive environment that values autonomy, innovation, and teamwork. Here, your contributions are celebrated, your ideas are welcomed, and your career has room to grow. • Mentorship & Growth: Through KPFF’s Forefront Education Program, you’ll have access to continuous learning, leadership development, and opportunities to advance your career while helping others do the same., • Strong Connections: We believe in trust, collaboration, and long-term relationships, both with our clients and within our teams. Open communication and teamwork are at the heart of how we operate., • Medical Plan Options: PPO or HDHP with HSA, covering preventive care and prescriptions., • Flexible Spending Accounts (FSA): Tax-advantaged accounts for healthcare and dependent care., • Dental & Vision: Full preventive care plus coverage for major services., • Employee Assistance Program (EAP): Free, confidential support for personal, family, and work challenges., • Life & AD&D Insurance: Company-provided life insurance equal to one year’s salary., • 401(k) Retirement Plan: KPFF contributes 3% of salary, with no match required., • Disability Insurance: Short- and long-term coverage at 60% income, fully covered by KPFF., • Paid Time Off: Generous PTO, two floating holidays, and paid company holidays., • Paid Family Leave: Six weeks at 60% pay, with options to use PTO for full income. #LI-AK1 KPFF Consulting Engineers participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. KPFF Consulting Engineers is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, creed, ethnicity, national origin, religion, marital status, sex/gender (including sexual orientation or gender identity), pregnancy, veteran status, citizenship status, physical or mental disability, or any other protected basis.

Job Description We are Gelber Group -- Passion for Trading. Powered by Technology. Headquartered in Chicago with offices across the United States and Europe, for more than 40 years, we have set the bar as one of the industry's most innovative and enduring proprietary trading firms. Our success stems from a relentless pursuit of new trading ideas and careful attention to technology. We believe in a culture of entrepreneurship, innovation, and collaboration and we empower each member of our team to have a meaningful impact from the very start of their career with Gelber. We invest in our future through our technology and talented staff, strategically committing resources to move our firm forward and help our people succeed. We trade a little bit of everything here and are always looking to expand into new opportunities. Our flat organizational structure and focus on a true meritocracy attracts individuals with an edge which contributes to our consistent success. As an Experienced Discretionary Energy Trader, you will have a real opportunity to have a huge impact on the firm. You will work side by side with other successful and talented individuals to capitalize on market opportunities across global energy markets. This role is for someone who flourishes in a fast-paced environment, has a strong work ethic, a competitive attitude, and a proven record of profitability in a trading position for at least 3 years. This is a senior risk-taking role that will be a key idea generator for the desk. The ideal candidate would work hybrid from our headquarters in Chicago, IL or office in White Plains, NY, though we are open to remote candidates. What you'll do: • Manage your own trading book with a focus on energy markets such as refined products, natural gas, and power, • Manage your own risk across a portfolio of active strategies and drive trading decisions, • Analyze market fundamentals including supply/demand dynamics, storage levels, weather patterns, geopolitical developments, and regulatory changes, • Interpret price action, spreads, and order flow to identify trading opportunities, • Develop, test, and refine discretionary or systematic-informed strategies using historical and real-time market data, • Continuously monitor market conditions, news, and macroeconomic and energy-specific events, • Monitor material changes in levels of risk and variance in PnL, especially focused around deviation from your plans, and proactively communicate those changes to leadership What we'd like to see: • Experience trading energy products such as natural gas or power., • Nice-to-have experience includes emissions markets, biofuels, Renewable Energy Certificates, or cross-commodity trading, • Proven track record independently managing a PnL, or being a senior member of a team driving strategy, • Prior Proprietary Trading or Hedge Fund PM experience strongly preferred, • Larger bank or physical trading shop experience may be considered if significant decision-making autonomy existed, • Defined discretionary edge in energy markets such as fundamental modeling, weather-driven analysis, flow-based insights, or relative value/spread trading, • Strong understanding of energy market structure (e.g., storage, transportation, seasonality, regional dislocations), • Entrepreneurial mindset with competitive nature, • Excellent communication and interpersonal skills with the ability to work both autonomously and as a team player, • Quant skills and data literacy are a plus but not required; ability to incorporate data into decision-making is preferred, • Openness to feedback and willingness to adapt your trading style with changes in market conditions, • 3+ years of verified, risk-adjusted profitability The approximate annual base compensation range for this position in Chicago, IL and New York is $72,000 to $120,000. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include, but are not limited to, the applicant's experience, knowledge, skills, and abilities; geographic location; and internal equity. In addition to your salary, our total rewards package includes health benefits, a 401(k) plan, PTO, parental leave, professional development, tuition reimbursement and discretionary bonus, enhancing your overall total rewards package. Benefits Highlights • Gelber offers a wide range of benefits to full-time employees in order to meet you and your covered dependents needs. Our comprehensive benefits offering includes:, • Traditional and Roth 401(k) retirement program, • Comprehensive health benefits including medical coverage provided by Blue Cross and Blue Shield (PPO and HDHP/HSA) and dental coverage, • Tuition reimbursement for Graduate courses (taken after employment begins), • Flexible Spending Accounts for health care and dependent care; pre-tax commuter benefits for parking and transit expenses, • Life insurance and long-term disability coverage, • Generous vacation time, paid holidays, and paid parental leave, • Enjoyable collaborative and open work environment, • Employee referral bonus program, • Charitable giving and company matching opportunities

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 team: SmartAsset operates the largest investor-to-advisor marketplace in the U.S., connecting high-intent investors with vetted financial advisors. We are rebuilding the advisor growth function from the ground up as an AI-native operation — small, high-leverage, and built to compound. You will report to the Director of Advisor Marketing and work alongside Sales, Sales Operations and Engineering to replace manual marketing work with scalable infrastructure. This is a team for people who think in systems, treat AI as leverage rather than a feature, and want to ship infrastructure that compounds experimentation velocity, lead quality, and pipeline per dollar spent. About the Job: Responsibilities: You will build and operate the systems that drive advisor acquisition, lifecycle automation, and revenue attribution. Using large language models (LLMs), automation, APIs, and data pipelines, you will replace manual marketing work with scalable infrastructure. Outcomes you will own: • Advisor Marketing Qualified Lead (MQL) and Sales Accepted Lead (SAL) growth, while holding or improving Cost Per Lead (CPL) and lead quality, • A step-change in experimentation velocity across creative, landing pages, and lifecycle, • Closed-loop attribution from marketing source to closed revenue, • Incremental pipeline unlocked without adding Sales Development Representative (SDR) headcount Systems you will build: • AI-native content and campaign generation across ads, email, landing pages, and nurture — with an evaluation layer for brand voice, conversion intent, and SEC/FINRA compliance before anything ships, • Persona segmentation and enrichment pipelines that map inbound leads in real time and personalize outreach, nurture, and sales talking points, • Paid media automation across Google and LinkedIn Ads — bid rules, creative rotation, suppression, budget logic — driven by APIs, not manual operation, • Lifecycle and nurture systems with suppression logic across paid, Customer Relationship Management (CRM), and lifecycle channels, • Multi-touch attribution and a unified marketing–sales performance layer with one trusted view of lead quality, pipeline, and revenue by source and persona, • Agentic workflows that coordinate enrichment, scoring, outreach, and follow-up across CRM, email, and paid platforms Skills/Experience you have: • 2–6+ years in growth marketing, marketing engineering, or go-to-market (GTM) engineering, with systems shipped in production, • Fluency with Claude Code, Claude API, and LLM workflow tooling — real systems shipped, not demos, • Strong automation and API skills across tools like n8n, Zapier, and Make, with the judgment to know when to go direct to an API, • Proficiency in SQL and hands-on experience with Salesforce or HubSpot, plus paid platform APIs (Google Ads, LinkedIn Ads), • Evaluation-first mindset on AI outputs, especially in regulated categories Skills/Experience preferred: • Working knowledge of data modeling and comfort operating in a data warehouse, not just a dashboard, • Experience with multi-touch attribution and closed-loop revenue reporting in a business-to-business (B2B) context, • Experience building agentic workflows that coordinate across CRM, email, and paid platforms, • Systems thinking, high execution velocity, and comfort operating independently Physical Requirements: • Prolonged periods of sitting at a desk and working on a computer, • Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) Available Benefits and Perks:, • 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* $120,000-$160,000 base salary + RSUs + 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 DescriptionAbout 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: SmartAsset is hiring a Director of Advisor Marketing to own its B2B marketing engine. We operate one of the largest marketplaces connecting investors with financial advisors. Our next phase of growth requires a high-agency B2B leader who understands the advisor ecosystem deeply: RIAs, broker-dealers, hybrid advisors - and can architect a scalable, modern, AI-native go-to-market motion. This role owns advisor pipeline growth across direct acquisition, lifecycle automation, firm partnerships and co-marketing initiatives, webinars and events, and multi-channel performance strategy. You will work directly with executive leadership and partner closely with a GTM Engineer to build systems - not just campaigns. This is a revenue-owning, systems-building leadership role. You will be hands-on. Responsibilities: • Own advisor pipeline growth targets tied to revenue outcomes, • Develop ICP segmentation across RIAs, hybrid advisors, and broker-dealers, • Craft clear positioning and messaging that resonates with advisors, • Design and oversee multi-channel acquisition strategy (Paid, LinkedIn, outbound, lifecycle), • Partner with PR to amplify customer success stories and social proof, • Develop scalable partner enablement assets (email sequences, case studies, marketing collateral), • Own webinar strategy end-to-end, including co-hosted events and post-event pipeline conversion, • Partner with GTM Engineer to automate workflows and standardize AI-driven GTM processes, • Improve MQL → SQL → Revenue conversion through structured experimentation, • Align tightly with sales leadership to ensure marketing drives measurable revenue, • 5–10+ years marketing to RIAs, broker-dealers, or fintech serving financial advisors, • Deep understanding of advisor psychology, objections, and buying cycles, • Strong command of B2B performance marketing fundamentals (paid, outbound, lifecycle), • Demonstrated ability to tie marketing programs to pipeline and revenue impact, • Experience leading webinars or event-driven pipeline programs, • Fluency with CRM and marketing automation tools (Salesforce, HubSpot, Marketo, etc.), • Quantitative orientation and comfortable working with attribution and funnel metrics, • High agency, strong execution velocity, and comfort operating in ambiguity, • Prolonged periods of sitting at a desk and working on a computer, • Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) Available Benefits and Perks:, • 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* $141,500-193,000 + RSUs + 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 DescriptionMailroom / Data Entry Clerk – Labeling & Sorting Workflow Pay Rate: $16.50/hr (PAID WEEKLY + Benefits) Location: Brooklyn, NY – Sunset Park (ONSITE – NOT REMOTE) Schedule: Full-Time | Monday–Friday, 9:00 AM–6:00 PM + Overtime Duration: Ongoing Contract Required Skills & Qualifications • Proficiency with Microsoft Office (Outlook, Word, Excel), • Ability to work a full-time schedule (40+ hours/week), • Strong attention to detail and accuracy, • Ability to handle repetitive, process-driven tasks in a fast-paced environment, • Basic data entry and clerical experience preferredJob Responsibilities, • Accurately receive, label, sort, and organize incoming mail and documentation, • Verify documentation for completeness and accuracy prior to processing, • Maintain logs and records of mail receipt, processing dates, and outgoing correspondence, • Perform filing, scanning, and document organization in accordance with workflow guidelines, • Support inbound document processing and assist with outbound mailing production, • Distribute mail to appropriate departments or employees to ensure timely delivery, • Follow established procedures for labeling, sorting, and quality control This is a Contract position based out of BROOKLYN, NY. Pay and Benefits The pay range for this position is $17.00 - $17.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision, • Critical Illness, Accident, and Hospital, • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available, • Life Insurance (Voluntary Life & AD&D for the employee and dependents), • Short and long-term disability, • Health Spending Account (HSA), • Transportation benefits, • Employee Assistance Program The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Job Description THE COMPANY The Low Income Investment Fund is a non-profit Community Development Financial Institution (CDFI) that mobilizes capital and partners to achieve opportunity, equity and wellbeing for people and communities. LIIF innovates financial solutions to create more equitable outcomes for all by building and preserving affordable homes, quality educational opportunities from early childhood through higher education, health clinics, healthy food retail and community facilities. In this way, LIIF provides a bridge between private capital markets and communities. LIIF’s headquarters is in San Francisco and has offices in Los Angeles, New York, Atlanta, and Washington D.C. REPORTING RELATIONSHIPS: This position reports to the Director, Northeast Region. JOB SUMMARY: The Senior Loan Officer is responsible for implementing LIIF’s affordable housing lending strategy across the Northeast Region. This includes origination, underwriting, and closing of affordable housing loans, cultivating relationships with developers and government entities, and supporting new product innovation. Financing may include acquisition/predevelopment, construction, and term loans, as well as transactions involving Low Income Housing Tax Credits (LIHTC), and, in some cases, grant components. The role contributes to LIIF’s visibility and impact in the broader Northeast Region. The Senior Loan Officer plays a key role in structuring transactions, preparing credit memos, and guiding loans through approval, closing, and post-close management. This position supports regional lending goals, engages in marketing and business development, and represents the organization externally. KEY RESPONSIBILITIES: Loan Origination and Underwriting • Source, structure, and under write complex affordable housing loan transactions, which may include grants or subsidy layering, • Conduct thorough due diligence including site visits, market analysis, financial modeling, entitlement and environmental review, and assessment of sponsor capacity and leadership., • Serve as a liaison between borrowers and co-lenders or participants for shared transactions., • Navigate regulatory, legal, and financial considerations to mitigate risk., • Build and maintain relationships with key borrowers, sponsors, and referral sources., • Contribute to the development of a qualified, mission-aligned lending pipeline., • Serve as a primary point of contact for borrowers, public partners, and co-lenders throughout the life of the loan., • Foster long-term partnerships to generate repeat business and maintain a robust loan pipeline., • Support external stakeholder engagement strategies., • Ensure loan proposals reflect sound underwriting, appropriate risk mitigation, and alignment with LIIF’s credit risk tolerance., • Coordinate with the Chief Credit Officer and credit staff to resolve credit issues or adjust deal structures., • Collaborate closely with internal stakeholders—including the Underwriter, Market Director, Director, Chief Credit Officer, and Chief Lending Officer—during deal structuring and review., • Participate in joint outreach with Communications, the Director, and the Vice President & Market Director to grow organization presence., • Represent LIIF at industry events, conferences, and stakeholder meetings to raise organizational visibility., • Monitor local, regional, and national trends impacting affordable housing and real estate finance to provide input into regional outreach and marketing plans., • Collaborate with Director and Lending Leadership to test and refine new loan products., • Participate in cross-functional initiatives, staff meetings, and internal planning sessions. Education & Experience Requirements: • Bachelor’s degree in finance, real estate, urban planning, business administration, public policy, or a related field is required., • Minimum of 5–7 years of progressively responsible experience in lending, affordable housing finance, or community development finance., • Proven expertise in loan origination, underwriting, deal structuring, and risk mitigation, • Strong experience with affordable housing, real estate, or community development financing., • Advanced financial analysis skills, particularly in nonprofit and real estate financials., • Deep knowledge of CDFI industry standards and public subsidy layering., • Familiarity with federal, state, and local funding sources for affordable housing and community development., • Strong strategic planning, time management, and organizational skills., • Excellent interpersonal, oral, and written communication skills., • Track record of building and maintaining relationships with borrowers, partners, and public agencies., • Demonstrated success in cross-functional collaboration and mentoring junior staff., • Proficiency with Microsoft Office Suite and financial or CRM database systems. LIIF offers a hybrid work environment with flexibility to balance in-office and remote work. However, all employees are expected to work on-site at least two (2) days per week. The successful candidate may be expected to travel occasionally for meetings, trainings, conferences, or other Company sponsored events. All Low Income Investment Fund (LIIF) employees must be fully vaccinated against COVID-19. In accordance with LIIF's policies, we provide reasonable accommodations, absent undue hardship, to qualified individuals who cannot get vaccinated against COVID-19 because of sincerely held religious or medical reasons. If you believe you need an accommodation from the vaccination mandate required by this policy, please notify our Human Resources Department. HOW TO APPLY: Please apply with Resume and Cover Letter via our recruitment portal: Recruitment (adp.com) Notice to Third Party Recruitment Agencies: Please note that Low Income Investment Fund does not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed Recruitment Services Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement Low Income Investment Fund shall explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of Low Income Investment Fund. We do not accept unsolicited phone calls. Only candidates being considered for a position will be contacted. LIIF, an EOE (Equal Opportunity Employer), believes that diversity ensures excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender, or national origin. Candidates of diverse backgrounds and with diverse experience are strongly encouraged to apply for this position.

Job Description Attention: Kapitus is aware that individuals posing as recruiters may be communicating with job seekers about supposed positions with Kapitus. Kapitus has received reports that the content and method of communication can vary, but messages may contain requests for payment (e.g., fees for equipment or training) and/or for sensitive financial information. Kapitus will never ask a candidate for employment for payment or financial information during the initial application or interview process. All open positions are posted in location specific employment portals available at All legitimate Kapitus job postings on employment sites will direct candidates to complete an application through these portals before completion of the hiring process. Candidates with additional questions or concerns regarding any recruiting communications or Kapitus' recruiting process in general should email The Financial Planning & Analysis (FP&A) team, part of the broader Strategy & Finance function, is responsible for engaging business leaders to drive short- and long-term budgeting, forecasting, and financial reporting. Reporting to the VP of Strategic Finance, the Director, FP&A will own the FP&A function end-to-end, with a primary focus on designing and scaling processes, implementing modern planning tools (such as Anaplan), and building a high-performing team that operates with public-company rigor in a PE-backed private-company environment. You will be accountable for our company-wide planning cadence, forecasting methodologies, and management reporting framework, ensuring they are robust enough to support a complex financial services business that is "public ready." You will partner closely with senior executives across the organization to drive operating leverage, optimize unit economics, and proactively identify financial and operational risks and opportunities. The ideal candidate brings financial services experience and has helped build or transform FP&A at a high-growth and/or public company, including exposure to public-company–style processes, controls, and reporting expectations. What you will do: People & Team Leadership • Lead, mentor, and develop a small but impactful FP&A team, providing consistent feedback, career development guidance, and performance management, • Define and communicate the vision, mandate, and operating model for FP&A in a "public ready" environment, including how the team partners with Strategy, Accounting, Treasury, and business leaders, • Set and enforce high standards for analytical rigor, data integrity, timeliness, and clarity across all FP&A outputs, • Promote a culture of accountability, creative problem-solving, and cross-functional collaboration within the Strategic Finance team, • Inspire and create a motivating environment through coaching, mentoring, and enablement, • Provide opportunities to participate in both formal and informal developmental activities, • Working with senior leaders and department head, set expectations for all team members and hold employees accountable for results, • Lead hiring, performance management, compensation, and evaluation of team members, • Own the end-to-end financial planning calendar, including the annual operating plan (AOP), long-range plan (LRP), quarterly reforecasts, and monthly outlooks, • Design and implement scalable, repeatable FP&A processes that mirror public-company discipline (e.g., structured monthly close and reporting cycles, standardized packages, clear calendar and expectations), • Lead the evaluation, selection, implementation, and ongoing governance of planning and reporting tools, with a particular emphasis on Anaplan or similar enterprise planning platforms, • Additionally, lead the evaluation of ways to integrate AI tools to augment variance analyses, commentary generation, and set reporting, • Standardize KPIs, dashboards, and reporting packages used across the business, ensuring consistency between internal management reporting and external-facing metrics (where applicable), • Oversee company-wide budgeting and forecasting processes to ensure they are accurate, timely, and aligned with strategic and financial objectives, • Develop and continuously improve executive-ready reporting for senior leadership and the Board, including monthly and quarterly business reviews and deep dives, • Lead the creation of robust scenario analysis and sensitivity models to support strategic decisions (e.g., growth investments, pricing changes, risk appetite, capital allocation, and funding strategies), • Translate company-level goals into detailed financial targets and KPIs by business unit, product, and function, and ensure clear accountability for performance against plan, • Support audit, due diligence, and external stakeholder requests (e.g., lenders, rating agencies, or potential investors) with the level of quality and control expected of a public company, while the company remains private, • Design and maintain planning and reporting that capture the nuances of financial services products, including revenue recognition, loss/credit dynamics, funding costs, liquidity, and capital efficiency, • Drive continuous improvement in unit economics and operating leverage, identifying and executing on levers for margin expansion and expense optimization, • Contribute to strategic initiatives including new product launches, geographic or segment expansion, and potential M&A or strategic partnerships, by owning the financial modeling and performance outlooks, • Additional responsibilities as requested by management. What we're looking for: • Bachelor's Degree required; MBA or advanced finance certification (e.g., CFA or FPAC) preferred, • 8–10+ years of progressive experience in FP&A, corporate finance, investment banking, and/or management consulting, with a substantial portion in financial services (required), • Demonstrated experience building, scaling, or transforming FP&A capabilities at a high-growth and/or public company, ideally including:, • Ownership of budgeting, forecasting, and management reporting processes, • Exposure to public-company–style controls, calendar discipline, and Board/Executive reporting, • Proven track record of owning and improving core FP&A processes in a way that makes a private company effectively "public ready" (e.g., governance, documentation, auditability, repeatability), • Hands-on experience implementing and/or administering modern planning tools, preferably Anaplan, including model design and integration with ERP/GL and data platforms, • Demonstrated experience leveraging AI and machine learning tools to enhance FP&A capabilities, including but not limited to forecasting accuracy, anomaly detection, scenario modeling, and the automation of routine analytical tasks. A strong desire to continue developing these skills and driving AI adoption across the finance function is required, • Expert-level financial modeling and analytical skills, with the ability to both build and review complex models (revenue, expense, cohort, portfolio/credit, and cash flow), • Exceptional communication skills and executive presence, with a demonstrated ability to influence senior stakeholders and simplify complex concepts for non-finance audiences, • Strong leadership skills with a successful track record of building, developing, and retaining high-performing FP&A teams, • High degree of organization, attention to detail, and ownership in a fast-paced, evolving environment Kapitus Total Rewards Package Includes: • Competitive Base Salary Range of $121,700-$195,300. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant's final salary will depend on a number of factors including the applicant's geographic location, skills, and experience., • Annual Incentive Compensation Eligibility – Up to 15% annually, • Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. Additional perks through UHC include: Sweat Equity, free subscription to the Calm App, UHC rewards, Real Appeal, and Quit For Life., • Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses., • Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being., • 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense., • Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events., • Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones., • Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work., • LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:, • Pet and car insurance discounts., • Financial services such as LegalShield., • Relaxation and stress management tools., • Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life., • Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Managed through our LSA plan, Kapitus Academy., • Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities., • Paid Time Off and Sick Time., • Retirement Benefits: Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary. About Kapitus: Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth. Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner's story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.

Job Description This is a remote position. About Our Client Our client is a venture-backed technology company executing an aggressive roll-up strategy in the accounting services space. Having completed two acquisitions and with 5–8 more targeted this year alone, they are building the operational backbone that will support a firm projected to scale rapidly. This is an organization that moves fast, invests in its people, and is building something genuinely differentiated in a fragmented industry. About the Role This is a ground-floor leadership opportunity with direct access to the Founder and a clear, intentional path to becoming COO as the organization grows. The Head of Operations will own the full delivery and operational infrastructure of the accounting practice — ensuring quality, continuity, and efficiency across every acquired firm as the company scales. This role sits at the intersection of accounting operations, people leadership, and technology influence. You will serve as the diagnostic engine between the accounting practice and the internal product team — not selecting tools, but identifying the problems worth solving, and driving the feedback loop that shapes what gets built. Working closely with the Founder on strategy and the product team on execution, you are the critical link between field reality and product direction. This is a high-trust, high-impact role designed for someone the company can grow with — and reward accordingly. Responsibilities Delivery & Quality * Ensure that all accountants across acquired firms are performing to standard — work is completed accurately, on time, and at the quality level clients expect * Actively monitor client responsiveness and delivery timelines across the portfolio * Assess the quality of CAS and tax work at the engagement level, with the ability to identify and address gaps directly Integration & Change Management * Lead the human side of firm integration — bringing staff through transitions in tools, processes, and operating models with clarity and buy-in * Build and manage onboarding and training programs that allow acquired staff to ramp quickly and perform consistently * Own the hiring and development of replacement or backfill talent as the portfolio grows Operational Excellence & Scale * Drive process improvement across the practice — identifying inefficiencies, standardizing workflows, and maintaining operational performance through multiple concurrent acquisitions * Act as the primary diagnostic voice for the product team: your job isn't to select software — it's to identify the problems worth solving. The internal team will build and iterate on the tools that address what you surface * Own the feedback loop between the accounting practice and the product team — continuously translating field reality into product direction, and ensuring that what gets built actually gets adopted and used Requirements * Significant experience in accounting services delivery, ideally in a client-facing or operational leadership capacity * CPA preferred, not required * Demonstrated ability to assess the quality of CAS and tax work at the engagement level * Experience managing and developing accounting teams, with a track record of hiring and building training programs * Comfortable operating in a technology-forward environment; able to engage substantively with product teams on workflow and tooling decisions * Prior exposure to M&A, firm integration, or multi-entity operations is a strong plus * Highly organized, with the ability to manage complexity across multiple firms and workstreams simultaneously * Resilient and adaptable in a fast-moving, startup environment — a team-first leader who earns trust across every level of an organization * Someone who drives change because it makes the work better, not for the sake of it Benefits * $250,000 – $350,000 year one cash compensation plus equity in this VC-backed accounting firm roll-up * Comprehensive and negotiable benefits package * Fully remote work arrangement

Job Description The Community Service Society (CSS) is an independent, not-for-profit organization that has been at the forefront of public policy innovations that support low-income New Yorkers for over 175 years. CSS’s Health Initiatives Department runs a number of statewide programs that help New Yorkers find and use their health insurance or otherwise access health care, including: Community Health Advocates (CHA); the CSS Navigator Network (CNN); Community Health Access for Addiction and Mental Healthcare Project (CHAMP); the Independent Consumer Advocacy Network (ICAN); the Managed Care Consumer Assistance Program (MCCAP); the NY State Office of the Aging (SOFA) program; the Independent Intellectual and Developmental Disabilities Ombudsprogram (IDDO) and the Facilitated Enrollment for the Aged Blind and Disabled program (FE-ABD). These services are free for New York health care consumers and small businesses. It also coordinates the Health Care for All New York Campaign (HCFANY), a coalition of 170 groups dedicated to securing quality, affordable coverage for all New Yorkers. The Community Health Advocates (CHA) program provides health insurance and access to care assistance to over 30,000 New Yorkers annually through a live-answer CHA Helpline and a network of 24 community-based organizations. CSS seeks to hire a temporary Helpline Coordinator to provide consumer assistance through the CHA Helpline. The CHA Helpline Coordinator will answer questions about health insurance tax forms; eligibility for health insurance; troubleshoot insurance problems; and provide assistance to health insurance consumers who are experiencing difficulties accessing care. Job Responsibilities: • Handle live answer telephone calls from health consumers who have questions or concerns about their health insurance tax forms, eligibility for health insurance coverage, how to access health care through a health plan, how to appeal a denial of coverage or care, how to access low-cost or free care;, • Assimilate and communicate information about consumer rights in the health care system., • Ensure the proper recording of consumer information, data and detailed case notes for each case., • Ensure timely responses for consumer cases requiring callbacks and follow up., • Contribute to reporting of helpline trends and statistics; and, • Other responsibilities identified by Supervisor. Job Qualifications: • Extensive experience providing customer service assistance required, • BA or relevant advanced degree required, • Proficient with MS Office required, • Experience with Salesforce or other data management system strongly preferred, • Fluent in Spanish or a language other than English required, • Ability to provide information in a fair and impartial manner which is culturally and linguistically appropriate, and disability accessible, for the consumers, including individuals with limited English proficiency., • Strong communication skills, ability to type and write clearly, concisely, persuasively and keep detailed notes of all communications, • Ability to project patience, competence, and care for other people’s welfare through oral and written communications., • Experience with and understanding of the health care system or demonstrated willingness to learn about it Compensation: This position provides an hourly rate of $39.34. This position is temporary with an effective end date of June 30, 2026. Physical Requirements: Office work that requires sitting, use of a computer, answering phone calls, etc. CSS currently offers a hybrid work environment requiring onsite work at CSS’ office at least two days per week and three days per week remote work. CSS is an Equal Employment Opportunity/Affirmative Action employer. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, military status, or any other characteristic protected by applicable federal, state, or local law. CSS complies with all applicable federal, state, and local laws governing employment, recruitment, and hiring.

Job DescriptionSecurities & Capital Markets Associate Attorney (1–6 Years)Chicago, IL; New York; NY, Washington, DC; Miami, FL (Hybrid) Direct Counsel is seeking a Securities & Capital Markets Associate Attorney to join a top-tier, nationally recognized law firm with a strong and collaborative corporate practice. This opportunity is ideal for an experienced associate looking to work on sophisticated transactional matters while receiving meaningful client exposure, professional development, and a sustainable work environment. The Opportunity The associate will join a cohesive Securities & Capital Markets group with a multidisciplinary practice that regularly advises public and private companies, issuers, underwriters, and investors. The team works closely with shareholders and clients and encourages active participation in business development and client-facing initiatives. The firm is known for its collegial culture, high-quality work, and long-term investment in its attorneys. Qualifications * 1–6 years of experience at an Am Law 100 law firm * Strong background in corporate, securities, capital markets, and M&A transactions * Significant experience with debt and equity offerings, M&A transactions, and SEC compliance and reporting * Prior experience with securitizations and/or aviation clients is a plus * Excellent oral and written communication skills * Ability to work effectively both independently and as part of a team * J.D. from an accredited law school with strong academic credentials * Admission to the Illinois or Washington, DC bar (active and in good standing) Why This Role * High-level, interesting work in a more personalized and collaborative environment * Early and meaningful responsibility with direct client contact * Strong commitment to attorney development through training, mentoring, and feedback * Hybrid work schedule: three days in office, two days remote * Competitive compensation and comprehensive benefits Compensation * Base salary range: $225,000 – $320,000 (commensurate with experience and class year) * Discretionary annual bonus Benefits Highlights * Competitive medical, dental, and vision coverage * 401(k) with pre-tax and Roth options * Firm-paid life and disability insurance * Generous PTO, paid holidays, sick and personal time * Professional development and training programs * Family-friendly benefits including backup child and elder care * Wellness programs and additional employee perks Equal Employment Opportunity The firm is an equal opportunity employer and values diversity in the workplace. Qualified applicants will be considered without regard to any protected characteristic under applicable law.

Job Description BBR Partners is a premiere, boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. The firm was founded in early 2000 and for over 25 years, we have nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent but world class humans! BBR Partners is seeking a Systems Engineer to play an integral role as a member of the IT department. This person will help manage and support BBR's IT infrastructure including servers, storage, virtualization, operating systems, and enterprise services. We are looking for a highly motivated self-starter with a strong work ethic who enjoys contributing to a small-firm environment. This is a full-time position that requires 6-8 years of experience in systems engineering, infrastructure, or IT operations roles, and the ability to work on premises from our New York City headquarters three days per week. Responsibilities: Infrastructure & Platform Management • Administer and optimize Windows Servers, workstations, Active Directory/Entra ID, Group Policy, DNS/DHCP, and certificate services., • Administer our virtual infrastructure (VMWare/Nutanix), network infrastructure such as firewalls (Fortinet) and switches (Cisco), and backup/restore systems (Rubrik), • Manage Linux systems including patching, hardening, performance tuning, and automation., • Operate and secure Azure environments, including Entra ID, conditional access, MFA, and privileged access tools., • Configure and maintain cloud networking components (VPC/VNet, VPN, private endpoints, firewalls)., • Monitor system performance, capacity, and availability across on‑prem and cloud environments using tools such as Logic monitor/Datadog., • Develop automation for IT processes using PowerShell or Python to streamline operations and improve consistency., • Implement system hardening (CIS benchmarks), patching, encryption, and logging/monitoring standards., • Operate vulnerability management tools; remediate findings within SLA., • Support application and database servers (SQL Server/PostgreSQL), scheduled jobs, and secure data flows., • Work with 3rd party vendors and service providers to implement or maintain managed solutions, • Provide escalation support for infrastructure issues., • Create documentation of BBR IT infrastructure using knowledge-base and how-to articles (Confluence), • Work cross‑functionally with Development team to ensure reliability and performance., • Experience managing a Windows environment (Windows 11, Windows Server 2019/22, Active Directory, Group Policy, DNS) and Linux environments, • Experience managing major cloud service providers (MS Azure preferred), • Experience managing Microsoft Office 365 environment (Exchange Online, SharePoint, Teams, Power Platform/CRM), • Experience managing hypervisor solutions (VMware ESXi preferred), • Understanding of computer networking (ex. Routing, switching, VPN, DNS, TLS, etc.), • Experience managing Firewalls (Fortinet preferred) and Switches (Cisco preferred), • Knowledge of Citrix, MS Teams, Zoom, MS Dynamics CRM, MS SQL Server, • Familiarity with vulnerability management, EDR (SentinelOne), patching programs, and system hardening, • PowerShell scripting experience/knowledge is strongly preferred, • Experience managing endpoint management solutions (MS Intune preferred), • Experience with incident response, troubleshooting, and operational support in regulated environments., • An undergraduate degree in Information Technology or a related field with a strong academic track record is preferred, • Must have strong communication skills (written and verbal) and critical thinking skills, • Must be successful working in a team-based environment, • Must be highly motivated, proactive, ethical, and professional, • Solid organizational skills including attention to detail and multi-tasking skills, • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteerism opportunities and matching gift program., • Flexible time off, paid parental leave, and Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $125,000 and $150,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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 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 (Action Fund) seek a dynamic and innovative Vice President, Data Strategy, Analytics and Insights. This job reports to the Chief Operating Officer in the Operations Org Unit.Purpose: • The Vice President, Data Strategy, Analytics and Insights, leads a unified, enterprise-wide data strategy for the National Office, grounded in health equity, trust, and collaboration. The work is done in partnership with the Vice President of Technology Strategy and CIO organization, ensuring strong standards for data quality, privacy, security, compliance, and ethical use, and that data governance and accessibility are embedded into scalable data and AI solutions that support transformative business decision-making., • The Vice President also collaborates on the selection and adoption of tools for descriptive, predictive, and prescriptive analytics, and for data visualization. As a senior organizational leader, the Vice President champions the responsible use of data, analytics, and ensures that data is treated as a strategic asset—dramatically expanding access to high-quality data, actionable insights, and compelling storytelling to drive decision-making, policy development, and organizational impact.Engagement:, • The Vice President leads the development and execution of a multi-year data and analytics roadmap that expands, deepens, and integrates Planned Parenthood’s use of internal and external data. This roadmap balances near-term impact with long-term capability building and ensures the ethical, equitable, and compliant use of data across the enterprise. Leading a distributed, multidisciplinary team spanning advanced analytics, reporting, data science, and insights, the Vice President sets clear strategic direction and fosters a culture focused on turning data into action. Through deep partnership across the National Office and Federation, the Vice President is a trusted advisor to senior leaders—aligning analytic priorities to business needs, challenging assumptions, and elevating the role of data in strategic and operational decision-making., • Influence and challenge stakeholders across the Federation—including affiliate executives, PPFA executives, and department leaders—to actively use insights and shape the data strategy, • Maintain a strong executive presence through clear, persuasive presentations and written deliverables (e.g., reports, analyses, and decks), • Take ownership of high-priority, enterprise-level data questions and strategic analyses, • Excel at cross-functional collaboration, translating diverse business needs into analytic solutions, • Represent Planned Parenthood in external forums, professional conferences, and advisory groups, • Build and sustain internal and external partnerships that advance the organization’s analytic capabilities and mission, • Lead, develop, and inspire a high-performing analytics and insights team while contributing thought leadership to broader organizational strategyDelivery:, • Establish, communicate, and execute a new, clear vision and actionable roadmap for enterprise reporting, analytics, and data-driven storytelling, • Expand the impact of PPFA data by developing intuitive dashboards and accessible analytic products that support decision-making, • Develop and integrate AI and machine learning to improve the efficiency and accuracy of data processing and insight generation, • Serve as a strategic advisor to senior leaders by assessing data readiness, identifying applications for l data, and informing program priorities, • Evaluate program performance and drive continuous improvement through rigorous analytic reasoning, • Oversee and evolve the organization’s reporting and insights portfolio to ensure relevance, timeliness, and impact, • Partner with IT and data engineering teams to maintain a secure, scalable, and efficient data infrastructure, • Set enterprise standards and strategic direction for analytics and insights; guide staff, affiliates, consultants, and partners to ensure alignment with Federation goals, • Perform other duties as assignedKnowledge, Skills and Abilities (KSAs):, • Bachelor’s degree required; Master’s degree or higher preferred in a field relevant to data strategy, healthcare, public health, or analytics, • Minimum of 15 years of progressive experience in data strategy, analytics, reporting, healthcare analysis, business intelligence, or related fields, • Minimum of 5 years senior leadership experience managing seasoned analytics and data professionals in a distributed or remote environment, • Demonstrated expertise in impact measurement, decision support, and data storytelling for executive audiences, • Strong understanding of integrated data ecosystems (e.g., data warehouses/lakes) and analytic tools (e.g., Tableau, R, Alteryx, Esri), • Knowledge of data governance principles; experience with metadata management tools (e.g., Collibra) preferred, • Proven experience using data to advance health equity, including disaggregated analyses and community-centered insights, • Consensus-driven, influential leader who communicates complex ideas through clear and compelling narratives, • Exceptional written and verbal communication skills, with demonstrated experience delivering information in multiple modalities and engaging diverse audiences, including executive and board-levels, • Ability to manage multiple priorities in a complex, fast-moving environment, • Intellectual curiosity and commitment to staying current with analytics, AI, and healthcare technology trends, • Demonstrated succession building trusted relationships across a federated organization and with external partners, • High degree of independence, flexibility, initiative, and accountability, • Deep commitment to Planned Parenthood’s mission, values, and the communities it servesTravel: (0 - 25% domestic) The Planned Parenthood cultural ethos, "In This Together", reflects our commitment to building a workplace culture that fosters belonging, promotes learning throughout the employee lifecycle, and recognizes individual contributions to our mission. Planned Parenthood Federation of America participates in the E-Verify program. Planned Parenthood Federation of America is an equal employment opportunity employer and is committed to maintaining a non-discriminatory work environment, and does not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, national origin, age, disability, veteran status, marital status, sexual orientation, gender identity, or any other characteristic protected by applicable law. Planned Parenthood Federation of America is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation.

Job Description About the Opportunity The Director of Finance at Liberty Science Center (LSC) will play a pivotal role in steering the financial strategy and operations of a $30+ million organization. This leadership position is responsible for overseeing all financial activities, including budgeting, forecasting, financial reporting, and risk management, to ensure the company’s financial health and sustainability. The Director of Finance will collaborate closely with executive leadership to develop long-term financial plans that support strategic business objectives and drive growth. This role demands a proactive approach to identifying financial opportunities and challenges, implementing best practices, and ensuring compliance with regulatory requirements. Ultimately, the Director of Finance will provide critical insights and guidance that enable informed decision-making and foster a culture of financial discipline across the organization. The Director of Finance will report to the EVP & CFO. IMPORTANT NOTE: To be considered for this role, you must submit a cover letter that is tailored to this specific role and organization. Keep in mind that you'll want to stand out! Responsibilities The responsibilities of the Director of Finance will vary day-to-day and include a wide variety of projects based on the demands of the business; while the list below is not exhuastice, it does represent the essential functions of the role. • Lead the development and execution of comprehensive financial strategies aligned with the company’s goals, • Manage the preparation and analysis of monthly, quarterly, and annual financial statements and reports, • Oversee budgeting processes, including forecasting, variance analysis, and cost control measures, • Ensure compliance with all financial regulations, standards, and internal policies, • Collaborate with senior leaders to evaluate growth opportunities, capital expenditures, and financial risks, • Direct and mentor the finance team to enhance performance, professional development, and operational efficiency, • Coordinate audits and liaise with external auditors to ensure accuracy and transparency in financial reporting, • Implement and maintain robust financial systems and controls to safeguard company assets, • Provide financial insights and recommendations to support strategic planning and business development initiatives, • 6+ years of progressive experience in finance roles, with at least 3 years in a leadership capacity., • Demonstrated experience in budgeting, forecasting, and financial analysis, • Bachelor’s degree in Finance, Accounting, or Business Administration; Master’s degree is a huge plus, • Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or equivalent certification a plus, • Proven track record of leading finance teams through periods of growth or transformation, • Proficiency in financial software and advanced Excel skills, • Familiarity with ERP accounting,finance systems such as Sage Intacct, SAP, Oracle, or similar platforms This is a regular full-time, exempt position. A flexible work schedule or additional work hours may be necessary, to meet the requirements of this job position, which could encompass early morning, evening, or weekend work based on business needs. The Director would work primarily onsite at Liberty Science Center in Jersey City, NJ, but after the training period (~90 days) is over would be able to work remote 1-2 days per week. Physical & Environmental Demands The work environment characteristics described here are representative of those that a Director of Finance would encounter while performing the essential functions of the job in a common office environment. While performing the duties of this job, the employee will be in a standard open office environment with moderate noise level and will be subject to sitting/standing at a laptop/desktop for long periods of time while visually assessing information. This role is frequently required to receive oral and written instructions in English and to clearly communicate in English in person, over the telephone, and via texting and email and while delivering business presentations to a group. LSC may make reasonable accommodations to enable qualified individuals with a disability to perform the essential functions of the job to the extent that LSC may do so without undue hardship. Compensation & Benefits Compensation for this position is commensurate with abilities, education, certifications, and experience but is expected to be in the range of $115,000-$135,000. This position is also benefits and bonus eligible. In addition to compensation for salary, the Director will receive compensation in the form of generous benefits, including, but not limited to: * Medical, dental, life, vision, and pet insurance * 403(b) defined contribution retirement plan with an outstanding employer match * Considerable paid time off, including annual leave, sick leave, and federal holidays * Long-term disability coverage * Flexible spending accounts (pre-tax income for eligible health and/or dependent care expenses) * Commuter benefits (pre-tax income for parking or mass transit expenses) * Free parking * 25% discount in the on-site store * 15% discount in on-site cafeteria * LSC family membership Liberty Science Center is an equal opportunity employer committed to fostering an inclusive and innovative environment with the best qualified employees.

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 Description Attention: Kapitus is aware that individuals posing as recruiters may be communicating with job seekers about supposed positions with Kapitus. Kapitus has received reports that the content and method of communication can vary, but messages may contain requests for payment (e.g., fees for equipment or training) and/or for sensitive financial information. Kapitus will never ask a candidate for employment for payment or financial information during the initial application or interview process. All open positions are posted in location specific employment portals available at All legitimate Kapitus job postings on employment sites will direct candidates to complete an application through these portals before completion of the hiring process. Candidates with additional questions or concerns regarding any recruiting communications or Kapitus' recruiting process in general should email Kapitus is seeking a Director of Product Management to lead the Decisioning & Closing Value Stream, including Intake, Underwriting, Decisioning, Closing, and Risk Enablement capabilities. This role includes direct leadership of a team of Product Owners and Business Analysts, with full accountability for product strategy, roadmap delivery, and measurable business performance across the domain. This role requires strong platform and systems thinking, the ability to understand technical constraints and trade-offs, and accountability for measurable economic outcomes. You will be responsible for evolving the platform, advancing automation, and driving measurable business performance at scale. What You'll Do: • Lead the Value Stream Strategy - Define and evolve the product vision for the Decisioning & Closing domain. Translate company priorities into a focused roadmap that strengthens underwriting capabilities, supports platform scalability, and drives long-term competitive advantage., • Drive Impact and Performance - Own measurable outcomes across growth, approval-to-funding conversion, automation, risk performance, and customer experience. Make thoughtful trade-offs and ensure initiatives are tied to clear KPIs that strengthen portfolio health and long-term scalability., • Lead High-Quality, Cross-Functional Execution - Drive execution from discovery through delivery in close partnership with Engineering, Risk, Operations, Sales, and Executive Leadership. Ensure initiatives are clearly defined, thoughtfully sequenced, and delivered with strong documentation, scalable design, and measurable business impact., • Leverage Data as a Strategic Asset - Use analytics and performance insights to inform prioritization, validate outcomes, and continuously refine decisioning logic and automation capabilities., • Lead and Develop a High-Performing Product Team - Directly lead and develop Product Owners and Business Analysts within the value stream. Elevate standards around discovery, prioritization, documentation, and ownership. Build a culture of accountability, clarity, and strategic thinking. What We're Looking For: • Experience & Strategic Accountability, • 8-12+ years in Product Management, with demonstrated portfolio or multi-product ownership and 3+ years leading product teams., • Experience owning end-to-end product strategy in fintech, lending, underwriting, credit, or other regulated environments., • Proven ability to translate product strategy into measurable financial outcomes., • Strong understanding of lending economics, risk-based pricing, and portfolio performance, with comfort owning metrics tied to conversion, automation, and margin impact., • Platform & Systems Thinking, • Experience working within complex, integrated systems., • Ability to understand system constraints, technical dependencies, and architectural trade-offs., • Experience influencing platform evolution in partnership with Engineering., • Execution & Analytical Judgment, • Proven experience leading complex cross-functional initiatives., • Strong prioritization and structured decision-making skills., • Comfort using KPIs and performance insights to guide product strategy., • Ability to bring clarity and structure to complex or ambiguous environments., • Leadership & Influence, • Experience leading and developing high-performing product talent., • Skilled at balancing collaboration with decisiveness., • Ability to elevate standards and create clarity in ambiguous environments., • Competitive Base Salary Range of $157,100-$252,000 Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant's final salary will depend on a number of factors including the applicant's geographic location, skills, and experience., • Annual Incentive Compensation Eligibility – Up to 15% annually, • Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. Additional perks through UHC include: Sweat Equity, free subscription to the Calm App, UHC rewards, Real Appeal, and Quit For Life., • Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses., • Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being., • 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense., • Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events., • Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones., • Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work., • LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:, • Pet and car insurance discounts., • Financial services such as LegalShield., • Relaxation and stress management tools., • Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life., • Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Managed through our LSA plan, Kapitus Academy., • Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities., • Paid Time Off and Sick Time., • Retirement Benefits: Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary. About Kapitus: Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth. Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner's story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.

Job DescriptionFollow your passion Are you looking to make a BIG impact? At Zeta, we pursue an unprecedented combination of high academic achievement and social-emotional development for our students. We insist that every student receives a world-class education while fostering a love for learning. We are passionate about changing the landscape of public education in New York City and beyond, and we are uncompromising in our mission. Currently, we operate multiple elementary and middle schools in the Bronx and Upper Manhattan, and are opening three new elementary schools in Queens for the 2025-26 school year. We plan to grow and open 1-2 schools each year because children in every community deserve excellent, equitable education. Join our growing team today, and be a change agent for children. Deliver powerful results To achieve our vision, we are searching for a results-driven Legal Counsel with 4+ years of legal experience to join our team. This role is an opportunity for a creative, talented attorney to join a committed start-up team dedicated to delivering excellent, free public education to children of all backgrounds and transforming the landscape of public education. As a Legal Counsel, you research and advise on a wide variety of schooling and legal matters and manage mission-critical special projects necessary to support our growth, including: • Researching and advising on legal questions touching all aspects of our organization (education law/regulations, special education, intellectual property, tax-exempt, litigation, employment, contract review, building code, facilities/real estate, etc.), • Drafting charter applications and program descriptions, • Developing and drafting organizational policies and procedures, • Seeking grant opportunities and drafting grant applications, • Monitoring education-related policy and legislative developments and advancing policy strategies that increase access to high-quality public education, • Compliance reporting and oversight (regulatory and grant requirements), • Supporting operations team on building short-term and long-term operational practices and systems to shape every aspect of our operations, • Overseeing and managing special projects at a high level, • Interfacing with and overseeing outside counsel, stewarding these relationships, • Proactively driving innovation, trying new approaches, and tackling problems from many angles to find creative solutions, • Identifying and spreading best practices and innovations that lead to excellent outcomes and processes, • We are passionate about our mission of providing world-class education to all students, • We bring a mindset of growth, flexibility, and openness to feedback, • We are hungry and determined to not only meet our goals, but surpass them, • We are humble, willing to put the team's needs ahead of our own, and committed to contributing to a collaborative work environment, • We have a high bar for excellence and sweat over the details Our Network office is located at 401 W. 218th St., New York, NY 10034. Our Network team follows a hybrid work schedule: we work in-person from our office on Tuesdays and Thursdays with optional remote days on Mondays, Wednesdays, and Fridays. To apply, please submit a cover letter, resume, law school transcript, and legal writing sample (10 pages or less). How does Zeta invest in you? We offer great benefits: • Comprehensive and affordable medical, dental, and vision plans, • Flexible spending accounts for eligible medical purchases and commuter expenses, • 403(b) retirement plan; Zeta offers matching contributions toward your savings, • Monthly stipend for wellness and lifestyle expenses (gym memberships, salon appointments, concerts – it's up to you!), • 4 live therapy sessions per month through Talkspace and free Headspace subscription, • MacBook Air and specified monthly reimbursement for use of a mobile phone, • Fully stocked teacher workrooms with favorite snacks and Nespresso machine, • Zeta swag, team outings, and NYC's finest sweet treats, • Clear pathway to professional growth, • Consistent feedback and support from managers and teammates, • Community Circle practice to build and strengthen our sense of team

Job DescriptionExecutive Compensation & Employee Benefits Associate Attorney Locations: New York, Pittsburgh, Boston, or Atlanta (Remote Flexibility Available) Direct Counsel is seeking an Executive Compensation & Employee Benefits Associate to join a global Am Law firm with a highly regarded and collaborative benefits practice. This is an excellent opportunity for a junior to mid-level associate to work alongside an experienced team advising on a broad range of employee benefits and executive compensation matters, including in the context of sophisticated corporate transactions. Key Responsibilities: * Advise on executive compensation arrangements and employee benefit plans * Support M&A transactions with benefits and compensation-related due diligence and structuring * Work on qualified retirement plans and health & welfare benefit programs * Draft, review, and analyze plan documents, agreements, and disclosures * Collaborate with attorneys across corporate, tax, and employment practice groups Qualifications: * J.D. from an accredited law school * 1-6 years of experience with executive compensation, employee benefits, and M&A-related benefits work * Familiarity with qualified plans and health & welfare plans * Strong analytical, drafting, and communication skills * Ability to thrive in a collaborative, fast-paced environment * Admission to the bar in the relevant jurisdiction (or eligibility to waive in) Compensation & Benefits: * Competitive base salary ranging from $225,000 to $365,000, depending on experience and location * Comprehensive benefits package including medical, dental, vision, 401(k), paid leave, and wellness resources * Additional perks such as tuition assistance, backup childcare, and flexible benefits programs

Job Description Associate Attorney - Hybrid McMahon, Martine & Gallagher, LLP | Brooklyn, NY 11201 Calling all Attorney Rockstars! Do you enjoy working with a team of experienced and supportive attorneys who share your hunger to win? If so, you might be the perfect candidate for our Associate Attorney position! Founded in 1958, McMahon, Martine & Gallagher, LLP (MMG) is a well-established and reputable firm that specializes in defending clients in a wide range of lawsuits including: construction accident liability, premises liability, medical malpractice, toxic torts, products liability, personal and commercial automobile liability, and homeowner liability. As an Associate Attorney at our firm, you will enjoy: • Court & Deposition Experience. You will have the opportunity to take and defend depositions, draft and argue motions, and participate in trials. And get ready to be celebrated for your wins at our bi-weekly huddles!, • Independence. You won't have anyone breathing down your neck on every single thing you do. We believe that mentorship, not micromanagement, is the key to building a strong foundation as a litigator. You will be mentored by your very talented peers and by more senior attorneys and partners that have decades of combined experience., • Regular opportunities for learning and team-building. We believe that a strong organization is a people-first organization. Rapport with coworkers fosters learning on a daily basis, and regular training sessions on everything from legal strategy to emerging technologies builds a strong, intelligent, and adaptable workforce that is prepared to tackle new challenges. These training sessions often spill into our monthly happy hours, where we all can grab a drink and continue the conversation!, • A generous benefits package that includes health, dental, vision, and disability insurance, as well as a 401(k) plan with employer matching and pre-tax commuter benefits. We also offer parental leave to employees who give birth, in addition to NY Paid Family Leave, as well as floating holidays and additional PTO days with additional years of employment., • A flexible work schedule that allows you to work a hybrid/remote model, depending on your case needs and court schedule, as well as a healthy work/life balance. You can't take care of others unless you also take care of you!, • A driven and collaborative work culture that fosters learning, growth, and problem-solving. Questions and strategy sessions are encouraged at all levels! If you are looking for a job where you are just a number in a sea of faces and never need to learn the names of your coworkers, then this may not be the position for you. But, if you are looking for a firm that will appreciate your skills and talents, support your career goals, and see you as a unique individual with lots to contribute, then look no further. To qualify for this position, you must have: • A J.D. degree from an accredited law school and admission to the New York State Bar, • At least 2 year of experience in insurance defense litigation or a related field (Workers' Comp, No-Fault, etc.), • Excellent research, writing, communication, and interpersonal skills, • A strong work ethic, analytical attention to detail, and ability to work independently and as part of a team to solve problems Job Type: Full-time Salary Range (contingent on experience and skill set): $110,00 - $120,000, increasing with years of experience Schedule: M-W-F, Remote (or court) | Tu-Th, desk days in-office Supplemental Pay: Bonus opportunities based on billable hour targets Location: DUMBO, Brooklyn, New York

Job DescriptionWhat to know Lead clients — and their teams — to greatness. In this role, you'll work to take our clients' complex problems, break them down into solvable pieces, and match them with Blue State' teams and expertise. You'll serve as a close partner to key clients, instinctively understanding their business challenges and translating them into briefs that inspire our strategy and delivery teams. You'll lead and facilitate smart conversations with a variety of organizations, challenging their thinking to ensure we deliver the best possible outcome. We value new approaches and perspectives and it's our priority to make space for your growth and development. If you want to advance your career by working with clients facing diverse challenges across a variety of industries, this is the place for you. The company Blue State is a purpose-driven agency. We partner with leading causes, brands, and campaigns and create real change. From AARP and Doctors Without Borders to Amnesty International and Oxfam, we transform how brands and causes raise money, influence policy, build platforms, and grow communities of supporters. Led by the most creative and analytical minds from the political, nonprofit, and brand worlds, Blue State is an independent agency in the US and London. A day in the life • Coordinate delivery across multiple client accounts, driving the best strategy and/or execution to meet clients' needs in an agile and responsive way, • Manage multiple projects simultaneously and understand project priorities in the context of agency and client expectations, • Coordinate and monitor the work of internal delivery teams to complete tasks on time and within budget, • Contribute to the production, delivery, and QA of emails, social media content, and web pages, • Plan, schedule, and estimate costs of new and existing business, • Draft client-facing proposals and memoranda, presentations, strategic plans, and other internal or client-facing materials, • Have a clear view of Blue State's various offerings and identify opportunities to add value and support clients' needs as they expand or change, • Unlimited time-off (inclusive of sick, personal, and vacation days), • $1,000 annually in professional development funds, • Competitive health, dental, and vision insurance, • Flexible and health savings accounts, • 401K & employer match, • Generous paid holiday schedule, • 12-week fully-paid parental leave for all parents-to-be, • Short-term and long-term disability insurance, • Pre-tax commuter benefits The salary for this position is $74,750. Some Things We're Looking For • 3+ years of relevant experience in client services, digital marketing, paid media, fundraising or a related area, • Excellent written and oral communication skills, team oriented mindset, attention to detail, • Experience with (or willingness to learn) project management tools and methodologies, • Ability to adapt to new situations, solve problems on the fly, and communicate with those around you., • Experience project managing paid media campaigns (e.g. paid social, search advertising, or offline advertising), • Teamwork and scrappiness required. You are adaptable, curious, and always looking for ways to make things more efficient., • Whether it is Slack, Zoom, or email, you are a clear and responsive communicator. You approach communication with empathy and respect. You manage your time well and are excited to dive into multiple projects at once., • A shared passion and curiosity for making change. This includes comfort with ambiguity, a restlessness that resists the status quo, and a commitment to quality that ensures we're always making progress., • Ability to be resourceful, inspired, and self-driven while jumping in to play different roles on a project. Blue State is committed to creating an inclusive and accessible application and interview process. If you would like to request a reasonable accommodation for a disability, including the use of AI tools throughout the hiring process, please contact us at with the subject line: Accommodation Request to get started. Your privacy is important to us. You can find out more information on how we handle your data for recruiting purposes in our Privacy Policy for Recruitment.

Job Description This is a remote position. About White Tiger Connections We partner with small to mid-sized CPA firms across the United States that are embracing the future of public accounting through flexible, technology-enabled work models. These firms are people-first, relationship-driven, and committed to developing meaningful career paths for CPAs with leadership potential. They rely on us to connect them with Tax Senior Managers who are ready to lead teams, drive client relationships, and make a measurable impact on firm growth. Role Overview As a Tax Senior Manager, you'll combine deep technical expertise with strong leadership and business development capabilities to serve clients and mentor the next generation of tax professionals. You'll oversee complex tax engagements from start to finish, serve as a trusted advisor to clients, and play a key role in firm operations and growth strategy in a modern, flexible environment. Key Responsibilities * Manage full-cycle tax review, signing, and client communication across a portfolio of individual and business engagements. * Serve as a primary point of contact for clients — including individuals, business owners, and those who are both — bringing emotional intelligence, proactive tax planning insight, and professionalism to every interaction. * Handle a broad range of return types with primary focus on 1040, 1041, and 1065, with additional exposure to entity returns including 1120 and 1120S. * Provide mentorship and serve as a technical resource for junior staff on complex tax and entity concepts, while maintaining an active workload of assigned engagements. * Collaborate with firm Partners on tax planning strategies, research on complex issues, and special advisory projects. * Stay current on federal, state, and local tax law developments and communicate relevant changes to clients and internal teams. Requirements * CPA license required * Bachelor's degree in Accounting (Master's in Taxation or advanced degree preferred) * 7+ years of recent public accounting experience with a strong focus on tax * Proven ability to manage multiple complex engagements simultaneously and meet deadlines * Experience supervising and developing professional staff at multiple levels * Strong client relationship management skills with a client-first service orientation * Demonstrated business development aptitude or interest in firm growth initiatives * Deep technical knowledge across a broad range of tax areas with strong research and analytical skills * Excellent written and verbal communication abilities Benefits Our clients typically provide: * Flexible work arrangements (remote, hybrid, or in-office, depending on the firm) * Competitive compensation with performance-based bonus potential * Comprehensive benefits (health, dental, retirement savings) * Generous paid time off * A clear path toward Partner, with meaningful involvement in firm leadership and strategy If you're a seasoned tax professional ready to step into a leadership role and make a real impact, we'd love to connect with you—apply today!

Job DescriptionCompany Description A growth-oriented accounting and CPA firm who is redefining the accounting industry by creating a national presence through thoughtful acquisitions and partnerships by offering independent CPA firms a succession solution that respects their unique culture and client ties is seeking a Remote Chief CPA to lead the administrative and operational management of their growing family of practices. The firm provides CPA firm owners to preserve the acquired firm’s identity, team, and client relationships while adding resources to improve operations and fuel growth. It offers a structure that allows for two possible outcomes for firm owners • A smooth exit for owners who are ready to retire This is a career-defining opportunity for a visionary Director level or rising Partner track leader from a Top 100, mid-market, or regional firm (e.g., RSM, BDO, CLA). You will start at the foundational stage to build a new firm from the ground up, not simply inherit a practice. Your leadership will directly shape the firm’s future, defining how successor CPAs operate, how they measure quality, and how AI and automation are integrated into modern professional workflows. The Remote Chief CPA will act as a strategic and technical leader, responsible for the performance and integration of all acquired practices. This position ensures consistent quality and operational discipline as independent firms are transitioned into a unified organization. This blended role is defined by three core pillars: • Technical Authority: Establish and enforce the highest professional standards for all tax and accounting services., • Performance Oversight: Strategically manage firm-level results, enhance efficiency, and build a strong framework of accountability., • Professional & Technical Excellence: Responsible for ensuring firmwide professional and technical excellence by defining, codifying, and enforcing all quality standards. This role involves overseeing critical quality control processes, including peer reviews, complex tax consultations, and continuous technical development. The individual will maintain a high level of professional credibility across all CPAs, effectively serving as the authoritative internal "Partner-of-record" for the group., • Integration & Change Management: Drive successful M&A outcomes by leading strategic integration and change management efforts. This includes orchestrating the cultural and operational harmonization of acquired businesses and establishing scalable playbooks for onboarding and leadership transition. Proactively partner with diligence teams to assess leadership fit and cultural alignment, facilitating smooth transitions from entrepreneurial structures to professionally managed organizations with enhanced accountability., • Performance and Operations: Directly manage and optimize practice performance by owning the comprehensive scorecard that tracks utilization rates, profit margins, client satisfaction scores, and retention metrics. This role involves actively coaching and mentoring successor Certified Public Accountants (CPAs), clearly defining performance expectations, monitoring key performance indicators (KPIs), and fostering an environment of continuous improvement. Furthermore, you will collaborate closely with the shared services and automation teams to transform potential operational efficiencies into quantifiable and measurable results., • People and Culture: Lead the creation of a cohesive, strong community of CPAs that transcends individual firms, fostering a shared professional identity. Instill an ownership mindset by recognizing high performance, celebrating excellence, and empowering future leaders. Manage culture and value alignment during periods of rapid growth through targeted internal communication and learning initiatives., • Strategic Partnership: Provide executive counsel to the CEO and CPTO on professional standards, client-service models, and the strategic deployment of automation. Act as firms’ representative to key external stakeholders, including regulatory bodies, banks, and investors. Critically, serve as the strategic bridge connecting traditional CPA practice management with AI-driven transformation initiatives.Qualifications, • Experience: 10–15 years in public accounting, ideally in a regional or large independent firm (Top 100). Deep tax and accounting expertise; exposure to multi-office operations or integration environments, • Level: Currently Senior Manager, Director, or non-equity Partner with clear Partner-track credentials — ready to step into a firm-wide leadership role, • Change Management: Proven experience driving transformation — integrating acquired teams, modernizing workflows, or leading cultural change initiatives, • Leadership Style: Respected by peers for technical mastery and fairness. Balances high standards with empathy and clarity. Acts as a coach, not a bureaucrat., • Technology Fluency: Familiar with cloud accounting stacks (QuickBooks, Drake, CCH Axcess, UltraTax, etc.) and open to working with AI-powered automation., • Mindset: Entrepreneurial, disciplined, and future-oriented. Enjoys ambiguity, scaling, and system-building., • Credentials: CPA license (active) in good standing (Required) Additional Information Annual salary plus generous equity compensation. If you feel you have the necessary qualifications, please forward a current copy of your resume and state your salary requirement.

Job Description Let's be direct: Mission Recruiting is representing a premier, long-standing New York litigation defense firm that has been a fixture in the healthcare legal community for decades. They are currently in a high-growth phase and are looking for five attorneys to join their teams in Midtown Manhattan, Long Island, or White Plains. The Reality of the Role The Billing: The annual target is 1,950 hours. We want to be upfront—this is a high-volume, high-impact desk. However, unlike firms that keep you guessing, this firm has a structured bonus program that kicks in immediately at 1,950, so your hard work translates directly into your paycheck. The Background: We are looking for 2+ years of Medical Malpractice defense. That said, if you have a strong litigation background in DA, General Liability, or Personal Injury work and want to pivot into complex healthcare defense, the firm is open to coaching the right talent. The Schedule: This is a true Hybrid (3 days in / 2 days remote) model. To ensure you have access to leadership and mentorship, with one mandatory in-office day for the entire team. Why Join This Team? This is a stable, legacy practice representing major university medical centers and top-tier physicians. You aren't just a number here; you are part of a multi-generational firm that prioritizes internal growth. Retirement: 401(k) with a firm match. Health: Comprehensive medical, dental, and vision (the firm covers the majority of the standard plan premium). Security: 100% company-paid life insurance and disability coverage. Perks: Pre-tax commuter benefits and over 21 days of PTO plus 11 paid holidays. Salary Range: $100,000 - $200,000 Reference: 148364

Job DescriptionAbout KIND Kids in Need of Defense (KIND) is a global leader in the protection of unaccompanied and separated children who are forcibly displaced from their countries of origin. Launched in 2008, KIND champions a world in which every child’s rights and well-being are protected throughout their journey to safety. Building on its extensive programming and successful model in the United States, KIND is expanding in the Americas and Europe to bring its experience to bear in working with unaccompanied and separated children. Our work focuses on addressing the legal and mental health needs of this population; building strong partnerships and engaging in training and capacity strengthening with governments, NGOs, and the private sector; and advocating for systemic and pragmatic reforms to advance the rights of unaccompanied and separated children. Position Summary KIND seeks a Program Coordinator, field offices to provide support for legal services programming in the provision of legal services to unaccompanied children facing removal proceedings. This position is contingent upon continued funding.Essential Functions • Serves as case database expert for the team, including running weekly and monthly reports, and coordinating program's accurate, timely, and fulsome data maintenance., • Serves as central point of contact on the team for legal data management, data systems, and data integrity., • Prepares docket lists for upcoming court dockets and notify children who are still waiting for attorney placement of hearing date., • Conducts Know Your Rights (KYR) presentations and intakes with detained children and track detained child arrivals to ensure all detained children receive KYR and intake within required timeframe., • Drafts case summaries for cases accepted by the program., • Manages client referral systems for detained and released children; coordinates and maintains released child intake waitlist; assigns released intakes to be completed by other staff; and conducts KYRs and intakes of eligible released children., • Maintains regular contact with clients who have not yet been placed with direct representation or pro bono counsel., • For direct representation cases, updates clients’ contact information in case file, case management database, and with required courts and agencies in coordination with attorney., • Maintains file and case management database with updates on case status and child well-being., • Refers detained children who are released to sponsors in other jurisdictions to legal service providers in said jurisdictions., • Prepares case file and a comprehensive set of referral documents and assists with duties relating to pro bono placement, support, and mentoring., • Assists with case preparation for direct representation of clients., • Oversees case file closing procedures and assists with case closures., • Other duties as assigned, including but not limited to administrative duties of the office, mail, supplies, and related tasks., • Qualifications and Requirements, • Undergraduate degree required., • Fluency in English and Spanish required (for direct communication with the children we serve and their caregivers, the majority of whom are Spanish speaking)., • Minimum 1 year experience working with at-risk youth, immigrants, and/or vulnerable populations., • Minimum 1 year experience working with legal databases, managing dockets, and leading projects., • Advanced fluency in Spanish language., • Demonstrated commitment to issues affecting immigrants., • Excellent organizational and time management skills, and attention to detail., • Strong cultural competency and cross-cultural communication skills., • Ability to work collaboratively with multiple attorneys., • Ability to communicate clearly and effectively in writing., • Ability to adapt to a high-volume workload with fast-changing deadlines and priorities., • Experience conducting legal intakes or interviewing children preferred., • Experience working in an office setting preferred., • Working knowledge of Microsoft Office Suite (such as Teams, Excel, etc.)., • Ability to work collaboratively and multi-task in our KIND environment, managing numerous priorities and emerging opportunities., • Excellent organizational skills with the ability to work on multiple projects in a deadline-oriented environment; ability to prioritize tasks and delegate as appropriate., • Ability to multitask and work with a sense of urgency in a dynamic, fast-paced environment., • Committed to practicing and supporting wellbeing and a work-home life balance., • Experience working and communicating in a remote environment preferred but not required.

Job Description The Accounting Manager exists to ensure that every client's books are clean, accurate, and tax-ready — all year long. Not just in April. You are the bridge between clients and the tax team: you catch issues before they become tax problems, lead cleanup work for new clients, and own the financial accuracy that makes tax season a non-event. You free the partners entirely from day-to-day review, and build the systems that allow the firm to scale from 39 to 60+ monthly clients without adding chaos. OUTCOME 1 — Lead client accounting cleanups Every new tax prep client whose books are a mess gets a structured, documented cleanup before their return is prepared. You own the cleanup process end-to-end: scoping the damage, communicating the plan to the client, executing the reconciliation, and handing clean books to the tax team. Goal: zero 'mystery balances' or unexplained discrepancies when a return is opened. OUTCOME 2 — Own the monthly close — quality and on-time delivery All 50+ monthly clients have books closed, reviewed, and approved by the 8th of the following month, every month. Bank recs, COGS, A2X mappings, and merchant fees verified before any deliverable reaches a client. Within 60 days: zero partner review hours required for routine monthly work. OUTCOME 3 — Be the client's primary accounting contact You communicate directly with clients to clarify transactions, resolve discrepancies, and explain financials in plain English. Clients feel guided — not just serviced. You identify accounting issues proactively and surface them to clients before they become tax problems. Response to client inquiries within 24 hours, resolved within 48 hours. OUTCOME 4 — Manage and develop the offshore bookkeeping team Direct day-to-day oversight of 2 offshore bookkeepers — clear assignments, deadlines, and feedback loops. Onboard the second offshore bookkeeper (hired alongside you) to full productivity within 30 days. You are the quality gate: no client-facing deliverable leaves without your review. OUTCOME 5 — Keep books tax-ready year-round — not just in tax season Work proactively with the tax team throughout the year so that when filing season arrives, there are no surprises. Reconciliations are current. Financials are clean. Clients are informed. Goal: the tax team opens any client file and can begin preparation immediately — no cleanup queue in February or March. OUTCOME 6 — Build systems that prevent future cleanup work Document SOPs for all bookkeeping and cleanup workflows. Identify the root causes of recurring issues and eliminate them. The measure of success: the firm adds 5+ monthly clients per quarter with no proportional increase in review hours or errors. • Monthly close on-time rate. 100% of monthly clients' books reviewed and delivered by the 8th each month., • Cleanup completion time. New tax prep client books cleaned up and tax-ready within agreed scope timeline., • Books accuracy standard. Fewer than 2% of transactions require reclassification after partner spot-check., • Partner review hours freed. Zero hours per week spent by partners reviewing routine client work., • Client response time. All inquiries acknowledged within 24 hours; resolved within 48 hours., • Tax-ready rate. 100% of monthly clients' books reconciled and finalized before tax prep begins., • Offshore team productivity. Each bookkeeper maintains 1–15 hrs/client/month output with no backlog., • SOP documentation. Full bookkeeping and cleanup SOP library built and accessible to team., • New client onboarding. Any new monthly client fully operational in QBO and A2X within 14 days of signing. Experience & Qualifications • 5+ years of hands-on accounting or bookkeeping experience, • Background in public accounting or outsourced/client-service accounting, • Proven experience leading full book cleanups from scoping to delivery, • Track record of managing multiple client relationships simultaneously, • Experience managing or overseeing remote/offshore staff Technical Skills • QuickBooks Online (QBO) — expert level, non-negotiable, • Bank and credit card reconciliations — fast and accurate, • Financial statement preparation and review (P&L, balance sheet), • Month-end close process ownership, • Microsoft Excel / Google Sheets — pivot tables, VLOOKUP/INDEX-MATCH Client-Facing • Confident leading client calls — not just emailing back and forth, • Ability to explain accounting concepts in plain English to non-accountants, • Proactive communicator — surfaces issues before clients ask, • Experience resolving discrepancies and managing client expectations Leadership & Management • Delegates clearly and follows through without micromanaging, • Builds SOPs and documents workflows so gains are permanent, • Coaches bookkeepers and develops team capability, • Operates with high autonomy — creates their own structure without daily direction, • Identifies broken processes and fixes them Character (Non-Negotiables) • Owns outcomes — good and bad — without deflecting, • Proactive by nature — does the work in May so March is quiet, • High attention to detail that doesn't drop under deadline pressure, • Communicates bad news early, with a plan, • Thrives in a fully remote environment Not Required but a plus • QBO ProAdvisor certification a plus, • A2X or equivalent e-commerce integration tool, • E-commerce accounting — Amazon FBA, Shopify, multi-channel settlements, COGS

Job DescriptionPosition Summary: The Vice President, Payroll Manager plays a critical leadership role in ensuring the accurate, compliant, and timely administration of payroll for Amalgamated Bank. This position oversees all aspects of payroll operations, including the management of the outsourced ADP payroll relationship, leave administration, payroll reporting, HRIS management, and compliance with federal, state, and local regulations. The VP, Payroll Manager collaborates closely with Human Resources, Finance, and IT to deliver best-in-class payroll services to all employees. Key Responsibilities: • Payroll Operations Management: Direct the end-to-end payroll process for all U.S. employees, ensuring timely and accurate payroll cycles, including regular, off-cycle, and special payrolls., • Outsourced ADP Payroll Relationship: Serve as the primary liaison with ADP, managing the performance and delivery of outsourced payroll services, resolving issues, and ensuring adherence to service level agreements., • Leave Administration: Oversee the administration of all types of employee leaves (FMLA, disability, paid/unpaid leave), ensuring accurate payroll integration and compliance with applicable laws and policies., • Payroll Reporting and Analytics: Generate, review, and distribute payroll reports and analytics for internal stakeholders, auditors, and regulatory bodies. Ensure data integrity and confidentiality in all reporting activities., • Compliance and Audit: Ensure payroll practices comply with federal, state, and local laws, as well as internal policies. Lead payroll audits and support internal and external audit processes., • Process Improvement and Technology: Identify and implement process enhancements to increase efficiency, accuracy, and employee experience. Collaborate with IT and HRIS teams to optimize payroll systems and integrations., • Team Leadership and Development: Lead, mentor, and develop the payroll team member(s), fostering a culture of continuous improvement, accountability, and professional growth., • Vendor Management: Oversee relationships with third-party vendors related to payroll, timekeeping, tax processing, and leave administration. Monitor vendor performance and negotiate contracts in conjunction with Chief HR Officer, as needed., • Tax and Regulatory Filings: Ensure timely and accurate filing of all payroll taxes and related regulatory documents., • Issue Resolution: Act as an escalation point for complex payroll issues and employee inquiries, ensuring timely and satisfactory resolution., • Communication: Develop and deliver clear communications to employees and leadership on payroll policies, deadlines, and changes.Qualifications:, • Bachelor’s degree in Accounting, Finance, Human Resources, or related field; Master’s degree or CPP certification preferred., • 10+ years of progressive payroll experience, including leadership in a large, multi-state organization; financial services or banking experience strongly preferred., • Demonstrated experience managing outsourced payroll relationships, especially with ADP., • Expert knowledge of payroll regulations, tax laws, and compliance requirements., • Exceptional analytical, problem-solving, and organizational skills., • Proven ability to lead, develop, and motivate teams in a fast-paced environment., • Strong communication and interpersonal skills, with ability to interact effectively across all levels of the organization., • Advanced proficiency with payroll systems (ADP preferred), HRIS, and Microsoft Office Suite., • Experience with process improvement initiatives and change management. Our job titles may span more than one career level. The starting base salary for this role is between $120,000 – $150,000. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job DescriptionBusiness Development Manager, StarPro — New York City & Westchester County, NY Full-Time | Field-Based Role Base Salary: $85,000 - $100,000 (commensurate with experience) Total Compensation: Includes performance-based incentives / bonus Join a Team That’s Growing The Business Development Manager is responsible for driving patient referral growth for StarPro Physical Therapy across the New York City and Westchester markets. This role builds and strengthens relationships with physicians, healthcare providers, and community partners to expand market share and support strategic growth initiatives. What You’ll Do • Develops and maintains strong referral relationships with physicians and key healthcare providers, • Conducts regular outreach and in-person meetings to strengthen partnerships and ensure service expectations are met, • Identifies and pursues new referral opportunities through proactive outreach and lead generation strategies, • Collaborates with operational leadership and clinical teams to support program development and market expansion, • Monitors referral trends and responds with targeted strategies to drive growth, • Executes sales strategies and initiatives aligned with organizational goals, • Maintains accurate and timely reporting, including daily activity tracking, quarterly analyses, and performance insights, • Partners with internal teams to develop initiatives that enhance relationships with physicians, therapists, and allied health professionals, • Supports community engagement efforts to increase brand awareness and referral volume, • Acts as a liaison between StarPro and referral sources to ensure clear communication and alignment on services, • Assists with new clinic openings to establish and grow referral networks, • Represents the organization at events, conferences, and industry meetings, • Creates opportunities for clinician engagement with key referral partners, • Performs additional duties as assigned What You Bring • 3–5 years of sales or business development experience required, • Healthcare, orthopedic, or physical therapy industry experience preferred, • Strong communication skills (verbal and written), • Excellent organization, time management, and prioritization skills, • Experience with CRM tools (e.g., Salesforce) preferred, • Bachelor’s degree or equivalent experience requiredWork Environment & Requirements, • Primarily field-based role supporting Westchester and NYC, • No fixed office location; majority of work is conducted on-site with referral sources and in the community, • Remote work is required for administrative responsibilities (reporting, planning, communication), • A designated home office location will be assigned for payroll purposes only; no regular on-site reporting required Benefits • Rest, Reset & Recharge: 3 weeks PTO; Sick time in accordance with state and local requirements; plus 6 major holidays to unplug and focus on what matters most., • Plan Ahead: Company-matched 401(k) to help you build what’s next, available once eligibility requirements are met (500+ hours in two consecutive years)., • Commute Smart: Pre-tax transit and parking benefits through WageWorks — use up to $340/month for trains, subways, buses, ferries, vanpools, and parking (for in-office employees)., • Care for Your Crew: MetLife Pet Insurance with flexible plans, up to 90% reimbursement on eligible expenses, and 24/7 telehealth support via the PetMobile app., • Play More, Pay Less: Exclusive savings through PlumBenefits and LifeMart on travel, hotels, theme parks, sporting events, shows, electronics, food delivery, and more. Equal Opportunity Employer, including Disabled/Veterans.

Job Description Client Accounting Manager (CAM) Remote Presented by New Gig Solutions New Gig Solutions is partnering with a growing accounting firm seeking a Client Accounting Manager (CAM) to oversee the financial operations and accounting systems for a portfolio of clients. This role goes beyond traditional bookkeeping. The CAM serves as a financial systems steward and operational partner, ensuring accounting technology functions properly, financial records remain accurate, and potential risks or opportunities are identified early. The position works closely with accounting leadership, the tax team, and advisory professionals to ensure financial data supports both compliance and strategic decision-making. Key Responsibilities Financial Systems Oversight * Manage client accounting systems including QuickBooks Online and cloud-based tools * Maintain organized charts of accounts and monitor system integrations * Ensure financial data flows accurately and efficiently Financial Reporting & Oversight * Review reconciliations and key accounts * Oversee month-end close processes * Prepare or review financial statements * Investigate unusual transactions or trends Risk Awareness & Advisory Support * Identify financial risks, irregularities, or cash flow concerns * Surface opportunities for tax planning or advisory discussions * Ensure financial records are organized and tax-ready Client & Team Collaboration * Communicate with clients in a responsive and professional manner * Coordinate with tax and advisory teams on client needs * Participate in peer review and quality oversight within the accounting team Qualifications * Strong understanding of small business accounting * Experience with QuickBooks Online and cloud accounting systems * Ability to manage multiple client accounts independently * Strong communication and organizational skills Preferred * Public accounting or Client Accounting Services (CAS) experience * Experience with service-based businesses

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Wealth Management and Asset Management Specialist Type: Contract Compensation: $70–$90/hour Location: Remote Role Responsibilities • Review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, and investment research., • Create realistic scenarios based on wealth/asset management workflows, including client discovery meetings and estate planning strategies., • Annotate, label, and validate data across wealth management use cases like risk profiling and retirement projections., • Provide structured feedback on AI accuracy in fiduciary standards, tax implications, and suitability requirements. Must-Have • 3+ years of professional experience at an RIA, wirehouses, private bank, asset manager, or family office., • Background in financial planning, client advisory, portfolio management, or asset allocation., • Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks., • CFA, CFP, CAIA, or Series 65/66 certifications., • Upload resume, • AI interview based on your resume #hiringmercor

Job Description Company introduction: Compass Pathways plc (Nasdaq: CMPS) is a biotechnology company dedicated to accelerating patient access to evidence-based innovation in mental health. The Company is headquartered in London, UK, with offices in New York City in the US. We focus on developing novel treatments that have the potential to improve the lives of those who are suffering with mental health conditions and who are not helped by current treatments. We are pioneering a new paradigm for treating mental health conditions focused on rapid and durable responses through the development of our investigational COMP360 synthetic psilocybin treatment, potentially a first in class treatment. COMP360 has Breakthrough Therapy designation from the US Food and Drug Administration (FDA) and has received Innovative Licensing and Access Pathway (ILAP) designation in the UK for treatment-resistant depression (TRD) due to the pressing unmet need in this area. We are currently in phase 3 for TRD, have completed phase 2 studies for both post-traumatic stress disorder (PTSD) and anorexia nervosa and are planning a further late-stage study in PTSD. We envision a world where mental health means not just the absence of illness but the ability to thrive. - Compass Pathways. Job overview: The Senior Manager, Reporting & SOX will support the Director, External Reporting (based East Coast, US) and the rest of the Finance team (hybrid US & UK) and play an integral part in ongoing SEC Reporting (including external audit review) as well as SOX compliance including process design and monitoring. On an annual basis, this role will support the UK Statutory Accounts process. The majority of this role will involve contributing to SEC reporting efforts and leading process design, refinement and documentation efforts for expanding business processes, in particular as we progress through commercialization. This role will spearhead process improvement initiatives, including the documentation and assessment of related controls to a SOX standard. Currently, the Company reports under SOX 404(a) and expects to be in scope for 404(b) by FY27. The annual UK statutory accounts are prepared under IFRS. The role requires flexibility, a strong attention to detail, and a passion for collaborative, cross-functional work, with increasing interaction with the Executive Team as the company moves toward commercialization. The Company uses NetSuite as its ERP system, Fidelity as its share administration platform, Workday Adaptive for budgeting and partners with ADP as payroll providers. We use Workiva/Wdesk to support SOX documentation efforts. This is an exceptional opportunity to join a growing, well-funded international biotech company. You will be working with highly experienced Leadership and Executive teams. Location: Remote on the east coast in United States or hybrid in our New York City office. Reports to: Director, External Reporting. Roles and responsibilities (include but are not limited to): Financial Reporting & Audit • Working closely with the Senior Director, Controller and Director of External Reporting on quarterly and annual reporting processes including interactions with external audit, • Proactive collaboration with other members of the Finance function and the wider company. We encourage cross-functional working and support those who wish to gain experience beyond their immediate job description, • Preparation of technical accounting memos as required, • Lead SOX process design, documentation, and monitoring (currently 404(a); anticipating 404(b)), • Cross-functional collaboration to ensure accurate documentation and controls for evolution of processes, • Support of internal audit program and partnering with our external partner (RSM), to ensure the controls which they operate are appropriately evidenced The successful candidate will likely have a strong academic background, with a proven track-record of working on US listed companies and an entrepreneurial outlook. • CPA qualified – Big 4 accounting experience preferred, • High quality academic background, • Operates as a self-starter and can work independently, • Attentive to detail, data integrity and accuracy, • Fast paced, ambitious, independent and with a strong work ethic, • Able to interact with colleagues across the business, • Committed to Compass' ethos and values Please note that the base salary range is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level, competencies, and work location. Base pay is one part of the Total Package that is provided to compensate and recognise employees for their work and any role at Compass, regardless of the location, is eligible for additional discretionary bonuses and equity. 【Base salary per annum】:$150,000—$200,000 USDBenefits & Compensation: For an overview of our benefits package and compensation information, please visit "Working at Compass". Equal opportunities: Reasonable accommodation We are committed to building a workplace where everyone's wellbeing matters. If you need reasonable accommodation during the interview process to be at your best, please let our recruiting team know. UK applicants We are proud of our commitment to diversity and equality (pursuant to the Equality Act 2010). We do not discriminate based upon race, religion or belief, colour, nationality, ethnic or national origin, gender, pregnancy or maternity, marital or civil partner status, sexual orientation, gender reassignment, age or disability. US applicants Compass Pathways is proud to be an equal opportunity employer. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, and related medical conditions), ethnicity, age, disability, sexual orientation, gender identity, gender expression, military service, genetic information, familial or marital status, or any other status, category, or characteristic protected by applicable law. Sponsorship: Unfortunately, we cannot sponsor employment visas and can only accept applications if you have employment rights in the country to which you are applying. Data Privacy: All data is confidential and protected by all legal and data privacy requirements, please see our recruitment Privacy Notice to learn more about how we process personal data.

Job Description Amalgamated Bank seeks a Loan Closing Associate who is responsible for all aspects of the closing process while reviewing loan documentation and due diligence items to provide critical feedback to appropriate parties. This role is an essential liaison between the Relationship Managers, Credit Risk Management, Closing attorneys and the Loan Servicing Group. The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. By joining our team, you’ll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: • Manages the entire loan closing process and ensures new loans, extensions and modifications are closed as outlined in the credit approval., • Works with the Relationship Manager to ensure policy, legal, compliance and regulatory matters necessary for closing are addressed early in the process., • Administers several deals at a time all in different stages, multiple states, and ranges of complexity., • Reviews the Term Sheet and incoming good faith deposit then engages the appropriate closing attorney to represent the bank., • Compares the Approval Document to the draft loan documentation and provides recommendations to the RM and closing attorney regarding any discrepancies prior to documents being released to client as well as reviews all subsequent changes., • Ensures customer negotiated loan document items, when appropriate are vetted through Credit Risk Management and approvals are obtained and saved., • Organizes the SharePoint file ensuring all items are present and in the correct sub folders., • Responsible for maintaining the Deal Checklist and having regular meetings with the RM and closing attorney to collaborate on the status of remaining items, timing of transactions, and prioritizing the workload., • Reviews that all required third-party reports and due diligence items are received (Appraisal, Environmental, Property Condition, Insurance, Zoning, Flood, Survey, Title, Rent Roll, etc.)., • Communicate undertaking and escrow requirements for repairs or deliverables from third-party report findings to the closing attorney for inclusion in loan documentation. Ensure appropriate Credit Risk Management approvals are obtained and saved., • Confirms with the Account Executive group that KYC and CIP are complete and required accounts are open. At closing directs the required deposits and after closing obtains confirmation that the appropriate holds have been placed., • Prepares the Fee Schedule tabulating all invoices and selecting the appropriate interest rate and calculating short interest. Requests amortization schedules, tax escrow and insurance escrow figures to be forwarded for closing., • Populates the Booking Approval Memo and ACH form., • Works closely with the loan servicing group to make sure they have what is needed in the SharePoint folder before funding and confirming timing expectations can be met., • Ensures the Closing Calendar is updated regularly in real-time as updates occur., • Reviews the Disbursement Letter with settlement statement and coordinates the wire release for funding., • Communicates with the closing attorney to ensure the loan closing and settlement has been completed., • Proactively resolves post-closing issues and/or documentation deficiencies with the closing attorney and RM if necessary., • Cross-trains other Closing Associates., • High school diploma or equivalent. Bachelor’s degree preferred, • Minimum of 3 years of experience in a financial institution with a focus on Commercial Lending., • Experience in an automated loan origination environment preferred., • Exceptional time management and organizational skills evidenced in previous assignments., • Demonstrates an understanding of applicable bank policies and procedures as they pertain to the satisfaction of loan closing conditions., • Exceptional knowledge of commercial lending and loans., • Thorough understanding of all Commercial loan products., • Thorough knowledge of Commercial Lending Credit Policy/Guidelines., • Thorough knowledge of loan documentation and collateral evaluation, • Strong verbal and written communication skills., • Strong negotiation skills., • Ability to appropriately escalate issues requiring problem solving and decision making. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? Vestwell is seeking a Senior Associate, Platform Support Strategic Accounts to support clients who service retirement plans remotely while leveraging Vestwell's platform. This role serves as a Level 2 escalation point for complex servicing issues that cannot be resolved by the servicing teams that resolve Level 1 issues within the operation of our strategic partners that choose this model of service delivery. The ideal candidate is a collaborative problem solver who thrives in a fast-paced, cross-functional environment. In this role, you will partner closely with both client servicing teams, operations, and Vestwell internal groups to investigate escalated issues, coordinate solutions, and ensure timely and accurate resolution. Successful candidates will demonstrate strong operational knowledge of retirement plan servicing, excellent communication skills, and the ability to manage multiple complex issues simultaneously while maintaining a high standard of client service. What Will You Be Doing? As a Senior Associate, Platform Support for Strategic Accounts, you will act as a partner to remote clients servicing 401(k) plans on Vestwell's platform, ensuring escalated issues are addressed efficiently and effectively. Your Responsibilities Will Include: Escalation Management Serve as the primary point of contact for Level 2 service escalations originating from client servicing teams when issues cannot be resolved within their internal operations. Issue Ownership & Resolution Take ownership of escalated items from intake through resolution, ensuring issues are investigated thoroughly and completed accurately. Cross-Functional Collaboration Work closely with internal teams—including Operations, Product, Engineering, and Compliance—to investigate issues, coordinate solutions, and ensure timely resolution. Client Partnership Act as a trusted operational partner to client servicing teams, providing guidance on complex platform functionality and servicing workflows. Communication & Transparency Provide clear, timely updates to clients and internal stakeholders regarding issue status, next steps, and resolution timelines. Process Improvement Identify trends or recurring issues and collaborate with internal teams to improve processes, workflows, and platform functionality. Documentation & Case Tracking Create, define, and maintain accurate documentation of escalations, communications, playbooks, processes, and resolutions within internal systems to ensure transparency and operational continuity. Service Level Management Monitor, manage, and report on escalated items to ensure they meet internal service standards and client expectations. Requirements The Necessities • Bachelor's degree or equivalent professional experience, • 2–4 years of retirement industry experience preferred, • Experience supporting retirement plan servicing or administration platforms, • Ability to manage complex issues and coordinate across multiple teams, • Strong organizational and time-management skills, • Excellent written and verbal communication skills, • Strong commitment to superior customer service, • Positive and proactive attitude, • Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office, • Excellent attention to detail and accuracy, proficient with numbers and basic calculations, • Proficiency with Excel or Google Sheets, • Proficiency with Word or Google Docs, • Experience with Adobe Acrobat, • Ability to navigate network directories and internal documentation systems in a paperless environment, • Strong attention to detail and accuracy, particularly when working with operational data and plan information This role will be based in either the New York City, Austin, or King of Prussia office and will be part of Vestwell's hybrid in-office operation. The expected base salary range for this position is $70K - $85K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Job Description The salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills, and expertise. Hybrid: 4 days in office/1 day remote Join UP! We are lighting the path home, one person at a time. About Urban Pathways Since 1975, Urban Pathways has engaged New York City’s most vulnerable residents, people on the streets or in areas unfit for human habitation, “lighting the path home, one person at a time.” Urban Pathways is a catalyst for transformative change in the lives of unhoused adults, empowering them to discover their inherent strengths and abilities. We provide essential support and foster an environment where individuals can redefine their narratives and become their best selves. Job Summary Reporting to the CEO, the Chief Operating Officer (COO) is a senior leader responsible for the overall operational leadership, strategic execution, and performance management of the organization’s supportive housing, outreach, and social service programs. The COO ensures that programs are delivered with excellence, compliance, and measurable impact, while aligning operations with the organization’s mission, regulatory requirements, and strategic growth priorities. The COO is instrumental in ensuring that the organization not only operates efficiently but delivers life-changing services to individuals experiencing homelessness. The COO provides direct oversight of Programs, Client Wellness, Policy, Information Technology, and Facilities, and plays a critical role in strengthening relationships with governmental oversight agencies, ensuring fiscal integrity of program contracts, and driving internal capacity-building initiatives. The COO will be an active listener, provide high-quality customer service, and respond by exhibiting cross-cultural awareness with the ability to promote and contribute to an equitable and inclusive anti-racist organizational culture and environment. Key Responsibilities & Essential Functions Operational Leadership & Program Oversight • Provide executive oversight of all supportive housing programs, outreach initiatives, and social service delivery models., • Ensure high-quality, person-centered services grounded in best practices, including motivational interviewing, harm reduction, and trauma-informed care., • Monitor program performance through KPIs, outcomes, and data-driven decision-making., • Serve as a strategic partner to the CEO in advancing organizational growth, scalability, and sustainability., • Lead internal capacity-building efforts to strengthen infrastructure, staffing models, and service delivery systems., • Identify opportunities for program expansion, innovation, and continuous improvement., • Build and maintain strong relationships with oversight agencies, including but not limited to:, • Office of Mental Health (OMH), • Department of Homeless Services (DHS), • Human Resources Administration (HRA), • Department of Health and Mental Hygiene (DOHMH), • Private Donors and Philanthropic Grantmakers, • Serve as a key liaison for audits, site visits, and contract compliance reviews., • Oversee fiscal operations related to program budgets, ensuring alignment with funding requirements and organizational goals., • Partner with the Chief Financial Officer (CFO) on:, • Budget development and monitoring, • Variance analysis and cost controls, • Financial forecasting and sustainability planning, • Ensure effective administration of government contracts, including compliance with funding guidelines and deliverables., • Work in close collaboration with Compliance, Human Resources, and General Counsel to:, • Ensure adherence to policies, procedures, and regulatory standards, • Oversee incident management and reporting protocols, • Mitigate organizational risk and ensure audit readiness, • Provide leadership oversight of clinical and case management services within supportive housing and homeless programs., • Ensure coordination of:, • Entitlements and benefits (SSI/SSD, public assistance, vouchers), • Housing placement and retention strategies, • Crisis intervention and stabilization services, • Oversee housing operations, ensuring compliance with:, • Tenant rights and fair housing regulations, • Low-Income Housing Tax Credit (LIHTC) requirements, • Lease enforcement and landlord-tenant responsibilities, • Manage processes related to:, • Rental collection and arrears mitigation, • Eviction prevention and housing court coordination, • Tenant engagement and conflict resolution, • Provide strategic oversight of IT systems to ensure:, • Data integrity and security, • System functionality (e.g., case management databases), • Support for operational efficiency and reporting, • Oversee Facilities to ensure:, • Safe, compliant, and well-maintained buildings, • Timely response to maintenance issues, • Supervise and develop senior leaders across Programs, IT, Policy and Facilities., • Foster a culture of accountability, collaboration, and continuous learning., • Support leadership development, succession planning, and staff engagement initiatives. Qualifications, Education and Experience • Master’s degree required (Social Work, Public Administration, Public Health, Business Administration, or related field)., • Clinical licensure (e.g., LCSW) strongly preferred., • Minimum of 10–15 years of progressive leadership experience in social services, supportive housing, or related fields., • At least 5–7 years in a senior executive or operational leadership role., • Strategic and operational leadership., • Financial acumen and contract management., • Deep knowledge of homelessness systems and supportive housing models., • Regulatory and compliance expertise., • Strong relationship management with government agencies., • Clinical and programmatic oversight., • Crisis management and decision-making., • Equity-driven and trauma-informed leadership approach., • Computer skills and knowledge of Microsoft Office (e.g. Word, Outlook, etc.)., • Excellent communication, interpersonal, and crisis intervention skills., • Ability to work independently and as part of a collaborative team., • Commitment to maintaining confidentiality and upholding ethical standards in delivery service., • May be required to work a flexible schedule including weekends, holidays, and evenings., • Ability to sit, stand, walk, bend, stoop, push, pull, lift (up to 25 lbs.). Urban Pathways offers a comprehensive benefits package designed to support the well-being and professional growth of our employees. These benefits include: • Healthcare Coverage: Medical, dental, and vision insurance plans to keep you and your family in good health., • Retirement Savings: A 403(b) plan and a 401(a) with employer annual contribution to help you plan for a secure financial future., • Paid Time Off: Generous paid time off, including vacation, holidays, and personal days., • Professional Development: Opportunities for continuous learning and professional development to enhance your skills and advance your career., • Flexible Work Arrangements: Work-life balance is important to us, and we offer flexible work arrangements to accommodate your needs., • Wellness Programs: Employee wellness programs, including fitness initiatives and mental health support., • Employee Assistance Program (EAP): Confidential counseling and support services for personal or work-related issues., • Employee Recognition: Recognition programs to celebrate and reward outstanding contributions.

Job Description Account Executive RTM Business Group Hybrid in NY, NJ, CT Full-time 51-200 employees · Market Research Originally posted April 2026; this is a 100% hybrid, full-time role Who We Are: RTM Business Group is a professional development conferences and events company working in EdTech, Healthcare, Government, Medical and Banking sectors. We partner with Fortune 1000 companies, catering specifically to the C-suite, providing curated content and peer-to-peer collaboration. Our events are located in major cities throughout the country – LA, Austin, San Diego, Miami, Chicago, DC, etc. .Our team travels together which is a truly unique experience, different from “traditional” work travel, which in turn cultivates interdepartmental relationships and friendships that drive our collaborative culture. About the Role: RTM is looking for an ambitious Account Executive to join our team! The ideal candidate is excited by the opportunity of a full-cycle sales role. You will focus primarily on new business development for RTM by prospecting, closing and account management in a B2B selling environment. It has an uncapped earning potential. We offer extensive, ongoing training and a unique opportunity for both collaborative and independent work. Our events are located in major cities throughout the country – LA, Austin, San Diego, Miami, Chicago, DC, etc.. Our team travels together which is a truly unique experience, different from “traditional” work travel, which in turn cultivates interdepartmental relationships and friendships that drive our collaborative culture. This role is hybrid in NY, NJ and CT with 2-3 days a week in the office. Responsibilities: • Drive sales process from end to end: lead prospecting, deal closing and account management for repeat and future business opportunities, • Grow, develop and manage a 7 figure book of business, • Research target market and identify leads through a variety of sources, • Qualify prospects against company criteria of an ideal customer profile, • Prospect leads through tailored, value-add outbound calls, emails and social outreach, • Conduct daily prospecting activities: ~60 personalized emails and ~30 cold calls, • Pitch to C-suite decision makers by consulting on their business challenges and demonstrating the value of our service, • Act as main point of contact for the client, draft and deliver proposals, • Onsite account management and rebooking, • Work directly with Sales Managers to manage pipeline from prospecting to closing, • Maintain, monitor and report key performance indicators to Sales Managers Skills and Qualifications, • 1-3 years of sales experience, • Ability to travel regularly to events, • Bachelor's degree, • 3 or more years of experience in B2B events, • Background in Sales, Customer Success, Marketing or B2B events, • Professional & interpersonal communication skills, • Passion for sales and professional development, • Self-starter, extremely organized and detailed-oriented with a strong commitment to accuracy, • Must be proactive and have the ability to work under pressure, • Competency with technology and ability to learn new software and applicationsPreferred Qualifications, • Experience with HubSpot The Benefits of Working with RTM Business Group, • 15+ PTO Days, • Flexible/Hybrid work model (WFH and Remote opportunities), • Medical/dental/vision coverage, • We offer a 401k matching plan that will begin after 9 months of continuous full time employment, starting on the first of the month after eligibility, • Pre-tax commuter benefits, • Travel to major cities (all expenses paid), • Opportunity for vertical movement within the company Salary $55,000k - $75,000k base + bonuses/incentives/uncapped commission Year one total compensation expectations: $100,000k - $125,000k RTM Business Group, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, gender, national origin, age, disability, or any other federal, state, or local protected class.