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Job DescriptionSalary: $80,000 - $115,000 Annually New York Peace of Mind Technologies (POM), is currently searching for a qualified, enthusiastic, hard-working and driven Estimator that embodies POMs core values to join our Company. About You You are driven and understand how to manage priorities and coordinate effectively with team members to meet deadlines. You are comfortable with numbers, technically skilled and have the ability to stay focused and maintain great attention to detail while under pressure. About Us Peace of Mind Technologies, LLC (POM) is New Yorks premier systems integrator for security and surveillance technology. Specializing in high-tech systems, cloud-based software services and audio/video solutions for thousands of businesses, schools and properties in the greater New York Metropolitan area, POMs diverse client roster comprises a wide range of prestigious and well-known organizations. Founded in 2002, POM has handled more than 2,000 site installations, primarily focused on large offices, retail, hospitality, health care, education, and real estate (commercial, luxury residential and hi-rise). Roles & Responsibilities Realize Client Objectives. The Estimator reviews the prospects needs and wants for the product/services offered and works with the Senior Sales Engineer, System Engineers and the Sales team to develop the right solution. • Gathers relevant site details in order to create the scope of work including equipment and labor estimate., • Review and interpret project bid specifications., • Conduct site-walks with team. Support the Company Growth. The Estimator provides accurate and timely project estimates/quotes to the sales team that support the detailed scopes of work outlined in Sales Proposals, RFIs, RFPs etc. • Review & edit detailed scopes of work & product details in Sales Proposals, • Respond to requests for proposals (RFPs), • Create requests for information (RFIs), • Review product estimate and system design with sales department and other key internal resources. Increase Profit Margin. The Estimator levels vendor quotes and negotiates costs to increase profit margins, as well as identifies missing components in the scope of work to avoid additional project costs and reduced margins after the project is sold. • Documentingequipment needed and labor time required for each project, • Gather information to determine proper system components from internal and vendor resources, • Build vendor relationships and negotiate quotes. Exceed Client Expectations. The Estimator assists with the management of the quote calendar and prioritize accordingly to ensure that the sales team can meet RFP deadlines. Desired Skills and Experience • Disciplined work ethic, • Must know how to read construction drawings and do device take offs, • Excellent communication and writing skills, • Experienced and proficient with Microsoft Excel, Visio, and Outlook., • CAD and D-Tools experience a plus., • College Degree, • 2 5 years technical experience with electronic security, IT and/or low voltage systems., • Prior field based installation or project management experience is a plus. Does this sound like you? Benefits Include: • Annual salary commensurate with experience., • Health benefits package, • Voluntary dental, vision, disability and life insurance plans, • 401k plan with matching, • Company sponsored life insurance policy, • Pre-tax commuter benefit, • Generous paid-time-off policy Candidates must be authorized to work in the US. No agencies please. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job DescriptionCompensation & Benefits Associate AttorneyLocations Boston, Massachusetts; Chicago, Illinois; Downtown Los Angeles, California; New York, New York; Palo Alto, California; Reston, Virginia; San Diego, California; San Francisco, California; Santa Monica, California; Washington, DC Direct Counsel is seeking a Compensation & Benefits Associate Attorney to join the nationally recognized executive compensation and employee benefits practice of a premier law firm. This is an outstanding opportunity for a 3rd–6th year associate with sophisticated experience in executive compensation, equity arrangements, public company disclosure, and transactional benefits support to work on high-profile matters involving M&A, IPOs, and complex compensation structures. The role offers substantial exposure to deal-driven compensation work, public company counseling, and executive arrangements for leading corporate clients. Position Overview The ideal candidate will have 3–6 years of executive compensation and employee benefits experience, including strong familiarity with: • Equity and executive compensation, • Proxy disclosures, • Employment agreements, • Severance agreements, • IRC Sections 280G and 409A, • Compensation issues in mergers & acquisitions, • IPO-related compensation matters, • Advise clients on:, • Executive compensation arrangements, • Equity incentive plans, • Employment and severance agreements, • Change-in-control protections, • Deferred compensation structures, • Support compensation and benefits issues in:, • M&A transactions, • IPOs, • Capital markets transactions, • Corporate restructurings, • Draft and review:, • Equity award agreements, • Proxy disclosures, • Employment contracts, • Retention and severance agreements, • Transaction bonus and rollover structures, • Counsel on compliance with:, • IRC 280G, • IRC 409A, • SEC disclosure requirements, • Work closely with M&A, capital markets, tax, and employment teams on integrated matters, • Advise boards, compensation committees, and senior executives on compensation governance issuesQualifications, • J.D. from an accredited law school, • 3–6 years of compensation & benefits experience, • Strong background in:, • Executive compensation, • Equity compensation, • Proxy disclosures, • M&A and IPO compensation support, • 280G and 409A analysis, • Excellent academic credentials, • Superior writing, oral communication, and analytical skills, • Strong client counseling and drafting abilities Compensation will vary based on office, class year, experience, and overall fit. Ideal Candidate The ideal attorney will be: • Strong in executive compensation and public company work, • Comfortable with transaction-side benefits support, • Experienced with 280G and 409A technical issues, • Interested in high-level board and compensation committee matters, • Commercially minded and detail-oriented

Job Description Position Overview DataCT LLC is a Delaware limited liability company headquartered in New York, New York, formed as a single-purpose, independent, member-owned entity to serve as the Administrator of the U.S. Consolidated Tape Plan (the CT Plan). DataCT LLC is responsible for the unified administration of Tapes A, B, and C under the CT Plan, acting on behalf of CT Plan LLC under the Administrator mandate. DataCT is currently engaged under an Interim Services Agreement and is transitioning to the definitive Administrator Services Agreement with CT Plan LLC. The organization is building toward a full operating state of approximately 25 employees and is expected to be fully operational by April 2027. The Head of Finance is the executive leader of the Finance function and a member of the DataCT senior leadership team. The role is accountable for the strategic, operational, and governance integrity of finance, accounting, tax, treasury, financial planning and analysis (FP&A), revenue allocation, and audit across DataCT LLC and the CT Plan Administrator remit. The Head of Finance owns the integrity of financial reporting to the DataCT Board and to the CT Plan Operating Committee, including the quarterly participant distributions calculated through the Revenue Allocation System (RAS), and serves as the principal financial spokesperson to the Board’s Audit & Finance matters and to the Operating Committee on financial and revenue-allocation reporting. This is a build-and-operate executive role. The Head of Finance will architect and stand up the DataCT finance function from the ground up, coordinate with Deloitte Accounting & Tax during the transition period, transition DataCT to an in-house operating state by April 2027, and establish the SOX-, Regulation SCI-, and SOC-aligned financial controls expected of a market-infrastructure entity. The role also defines the long-range financial plan, capital structure, and risk-and-controls posture of the company in coordination with the CAO, the Head of Legal, Risk & Compliance, and the Operating Committee. DataCT operates under the independence, governance, and transparency framework established in the CT Plan and the Administrator RFP. All staff are expected to uphold the independence of the Administrator function, avoid actual or perceived conflicts of interest, and support the governance reporting obligations of the Operating Committee of CT Plan LLC. Core Responsibilities Executive Financial Leadership and Strategy * Serve as the principal financial executive and strategic finance partner to the CAO, senior leadership team, the DataCT Board, and the CT Plan Operating Committee. * Define and execute the long-range financial plan, capital plan, and operating model for DataCT, including transition from outsourced to in-house steady state by April 2027. * Translate regulatory, market-structure, and operational developments into financial strategy, scenario analysis, and Board-level recommendations. Financial Reporting and Accounting * Own the monthly, quarterly, and annual close for DataCT LLC, delivered in accordance with U.S. GAAP. * Produce the Board financial package and the CT Plan Operating Committee financial reporting package on cadence, with executive-level commentary on performance, drivers, and risks. * Oversee general ledger integrity, intercompany, related-party, and manual-entry governance, with specific attention to DataBP LLC related-party transactions. Revenue Allocation System and Participant Distributions * Hold executive accountability for the Revenue Allocation System (RAS) calculations that drive quarterly participant distributions under the CT Plan. * Ensure accuracy, auditability, and on-time delivery of participant allocations, including review and sign-off of RAS outputs prior to disbursement. * Document RAS methodologies, governance, and control attestations in coordination with Legal, the Operating Committee, and external audit. Tax, Treasury, and Statutory Compliance * Direct U.S. federal, state (including New York), and local tax strategy and compliance, including the implications of DataCT’s C-corporation tax election and cross-border ownership via Vondelpark Capital BV (disregarded entity). * Own treasury, cash, and banking functions, including fee collection, participant disbursement, subcontractor payments, liquidity management, and counterparty risk. * Coordinate with Deloitte Tax and external counsel on structuring, transfer pricing, and regulatory tax positions. Controls, SOX, SOC, and Audit Coordination * Design, implement, and operate SOX-style and Reg SCI-aligned financial controls appropriate to a market-infrastructure entity. * Lead external audit coordination as the executive sponsor for SOC 1, SOC 2, and financial-statement audit engagements. * Manage independence certifications for Deloitte Accounting & Tax and other financial subcontractors. * Partner with the Head of Legal, Risk & Compliance on enterprise risk management, control remediation, and integrated risk reporting to the Board. Financial Planning, Analysis, and Decision Support * Build and own the DataCT operating budget, multi-year financial model, cost-to-serve analysis, and capital plan (including insurance coverage alignment with the Head of Legal, Risk & Compliance). * Lead FP&A, providing decision support to the CAO, leadership team, and Board on resource allocation, build-vs-buy, vendor selection, and operating model evolution. * Prepare scenario and contingency financial models for regulatory, subscriber, or market-structure disruption. Revenue Operations, Billing, and Receivables * Provide executive oversight of revenue operations, including billing accuracy, accounts receivable, collections, MISU financial treatment, and delinquency accounting. * Partner with Operations and Licensing & Relationship Management on dispute resolution and revenue assurance. * Coordinate with Deloitte Accounting & Tax during transition and establish the steady-state in-house A/R and collections function. Organizational Leadership and Function Build * Architect, hire, develop, and lead the Finance function across Controllership, FP&A, Tax & Treasury, and Revenue Operations. * Transition activities currently performed by Deloitte into a steady-state, in-house DataCT finance operating model by April 2027, including selection and implementation of ERP, billing, FP&A, and BI platforms. * Set the standard for financial integrity, transparency, and operational discipline across the organization, and mentor a market-data-aware finance organization over time. Key Performance Indicators * On-time close; clean audit opinions; SOX, SOC, and Reg SCI control effectiveness. * Timeliness, accuracy, and auditability of quarterly participant distributions. * Budget-to-actual discipline and forecast accuracy across the multi-year plan. * Days sales outstanding and collection effectiveness. * Timely delivery of Board and Operating Committee financial packages and executive-level commentary. * Successful transition from outsourced (Deloitte) to in-house finance operating model by April 2027. Qualifications * Eighteen or more years of progressive finance leadership, including prior service as a Head of Finance, VP Finance, CFO, or comparable executive finance role with full functional ownership. * CPA strongly preferred; advanced degree (MBA, MS Accounting, or equivalent) a plus. * Demonstrated track record of standing up or transforming finance functions from outsourced or interim arrangements to a steady-state, in-house operating model. * Executive experience in regulated, multi-entity, financial services, exchange/SRO/SIP, or other market-infrastructure environments preferred; equivalent experience in regulated industries with comparable governance and controls expectations will be considered. * Familiarity with U.S. market data administration concepts (licensing, vendors, subscribers, usage reporting, billing) at a general-awareness level (M1) is acceptable; deeper market data domain knowledge will be developed in role and via the broader DataCT team. * Demonstrated success engaging with boards, audit committees, regulators, auditors, and external stakeholders. Skills and Competencies * Executive financial leadership; Board, Operating Committee, and audit-committee communication. * Strategic finance: long-range planning, capital allocation, scenario analysis, and operating-model design. * SOX, SOC, and Reg SCI control design, testing, and remediation in a market-infrastructure context. * Complex revenue-allocation, billing, and receivables operations. * Tax planning and cross-border entity structuring awareness. * Building and leading high-performing finance teams; selecting and implementing finance technology. Tools and Systems * ERP / general ledger (NetSuite, Workday Financials, or equivalent), billing and revenue systems, FP&A tools (Adaptive, Anaplan), BI (Power BI, Tableau), CLM integrations, Microsoft 365. Location Requirement This position requires regular, in-person physical presence at DataCT’s principal offices in New York City. DataCT’s core staff, CT Plan stakeholders, SIP Processors, auditors, and principal service providers are concentrated in the New York metropolitan area, and on-site collaboration is essential to the Administrator function. Compensation and Benefits * Base Salary Range - $300,000-330,000 (commensurate with experience, qualifications, skills, education, internal equity, and market data). * Eligible for performance-based incentives consistent with the role level. * Compensation is set in accordance with the DataCT Resourcing Experience and Expertise Classification Framework. * Full benefits package including medical, dental, vision, 401(k) with employer match, life insurance, disability coverage, and paid time off. Reporting Structure Reports to: Chief Administration Officer (CAO) Equal Opportunity DataCT LLC is an Equal Opportunity Employer. DataCT is committed to building a diverse and inclusive workforce and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, and related conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, marital or familial status, citizenship or immigration status, or any other characteristic protected by applicable federal, state, or local law. DataCT LLC is committed to building a diverse, accountable, and independent organization in service of the CT Plan, its Operating Committee, and the broader U.S. market-data community. The Head of Finance is a key contributor to that mission. #hc235228

Job Description Purpose of Position The Collateral Risk Manager supports the Credit Risk Management department by managing procurement, coordination, and administration of third-party collateral reports including appraisals, environmental reports, and Property Condition Reports (PCRs/PCAs) for commercial real estate lending and portfolio management. The role emphasizes workflow management, vendor communication, appraisal review, invoice processing, and regulatory compliance. Essential Job Functions: Third-Party Report Procurement & Coordination • Manage the ordering of third-party due diligence reports including, appraisals, environmental reports, and PCR/engineering assessments., • Prepare engagement letters following internal and regulatory requirements., • Coordinate timelines, scope details, and deliverables with vendors., • Track report progress and provide updates to internal stakeholders. Oversight of Appraisal & Review Processes • Direct the appraisal lifecycle: scoping, vendor assignment, review, and acceptance., • Maintain valuation independence structures and enforce regulatory firewalls., • Evaluate 3rd party reviews for credibility, regulatory compliance, and methodological soundness., • Lead coordination of resolution matters with 3rd party providers including appraisers & reviewers. Vendor Management & Compliance Support • Maintain vendor documentation including licenses, E&O insurance, and compliance materials., • Assist with onboarding new valuation, environmental, and engineering vendors., • Track vendor performance issues and escalate as appropriate. Invoice Management & Administrative Support • Receive, validate, and process third-party vendor invoices., • Resolve billing discrepancies and coordinate with Accounts Payable., • Maintain job dissemination and invoice records for audit support. Workflow, Reporting & Documentation • Keep accurate pipeline trackers and workflow logs., • Update internal systems with delivery dates, vendor notes, and completed reports., • Support the Senior Credit Officer / Chief Appraiser in Policy enhancements, preparing audit exhibits, and Board materials. Cross-Functional Collaboration • Provide professional communication and support to internal and external partners., • Responsiveness within the CRM group and the lending team is a must. Knowledge, Skills and Experience Requirements: Required Qualifications • Minimum 7 years of experience appraising and/or reviewing., • Minimum 4 years of experience working in regulated financial institution., • Must have clear understanding of USPAP, • Strong administrative and organizational skills., • Proficiency in Excel, Word, and workflow systems., • Experience coordinating 3rd party vendors, • High attention to detail and accuracy., • Certified General appraisal license. Preferred Qualifications • Proficiency with Collateral 360., • Familiarity with environmental due diligence and PCR reporting., • Expertise in NYC Multifamily tax benefits. Our job titles may span more than one career level. The starting base salary for this role is between $130,000 – $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 Description Economic Empowerment Program Advocate (1-Year Contract) Organization Overview Sakhi for South Asian Survivors (Sakhi) exists to represent the South Asian and Indo-Caribbean diaspora in a survivor-led movement for gender justice and to honor the collective and inherent power of all survivors of violence. Sakhi is committed to serving survivors through a combination of efforts, including—but not limited to—direct services, advocacy, and organizing technical assistance, and community outreach. Sakhi serves survivors from the South Asian and Indo-Caribbean diaspora who trace their backgrounds to Afghanistan, Bangladesh, India, Nepal, Pakistan, Sri Lanka, the West Indies, and Africa. Members of our community come from diverse backgrounds, including age range, religion, ethnic origin, economic and educational background, language spoken, and immigration status. We work to represent, inform, actively engage, and mobilize the South Asian and Indo-Caribbean community in an intersectional, intergenerational survivor-led movement for gender justice. At Sakhi, we have a clear vision: to be the place where a diverse mix of talented people want to come, stay, and do their best work. Sakhi is an Equal Opportunity/Affirmative Action Employer. Bilingual/bicultural applicants, persons of color, people with disabilities and GLBTQI people are strongly encouraged to apply. About this role: We are seeking a dedicated and compassionate Economic Empowerment Program Advocate to join our team on a full-time, one-year contract basis. This is a full-time position with comprehensive benefits consistent with our organization’s full-time employment package. At the conclusion of the one-year term, there may be an opportunity to transition the role into a permanent position, contingent upon program capacity and funding. The Advocate will report to the Senior Manager of the Economic Empowerment Program and will work collaboratively with the larger Sakhi team to ensure services to survivors are being delivered in a timely and effective manner. Position Responsibilities Case Management, Cross-Organizational Programming & Advocacy * Provide holistic and trauma-informed case management services by collaboratively developing and implementing both short-term and long-term financial empowerment goals with Survivors. * Provide assistance and advocacy to Survivors navigating the Human Resource Administration (HRA) documentation and application process. * Accompany and/or provide advocacy for survivors to HRA offices, financial clinics, and tax clinics when required * Assist with career readiness activities, including referrals to job training workshops, and assistance with resume and cover letters * Assist survivors in their higher educational pursuits by researching academic programs, available scholarships, and grants as needed * Refer and guide survivors through vocational training programs such as computer training, ESL classes, culinary schools, etc, as needed * Coordinate with interns and volunteers for EE program activities * Assist other Sakhi team members with cross-organizational efforts Program Documentation and Development * Maintain up-to-date records of all survivor-related work/activities through efficient data collection in Salesforce * Compile and provide program data and reports as needed for projects and grants * Attend weekly, bi-weekly, and monthly team and staff meetings and check-ins to foster understanding, communication, and growth as a team member * Participate in interagency meetings, trainings, and workshops pertinent to economic empowerment services provided at Sakhi * Pursue additional education (in-services, seminars, self-study programs) to advance skills and knowledge * Support monitoring and evaluation activities through post-workshop surveys, feedback collection, and highlighting key activities to strengthen program design. Required Qualifications * Bachelor’s or Master’s degree in a relevant field, or equivalent combination of education and work experience * Minimum of 2-5 years of case management experience working with survivors of gender-based violence * Fluency in at least one South Asian language required * A background in gender justice is preferred * Experience with community-based work and ability to engage with diverse communities and audiences * U.S. Work authorization required * Experience working with multiple staff, volunteers, and program responsibilities * Ability to work well under pressure and juggle multiple time-sensitive tasks * Ability to work through flexible hours and meet deadlines * Strong interpersonal, writing, and organization skills preferred * Excellent public speaking skills and leadership qualities are preferred This is a full-time role (35 hours a week) that requires flexibility with the schedule. Sakhi’s office hours are Monday - Friday, 10 am-6 pm, and the offices are closed the last week of August and the last week of December. Staff members have the flexibility to organize their 35 hours over a four-day work week. Some evenings and weekends will be required. Salary is $70k commensurate with experience. Sakhi offers health and dental benefits, unlimited PTO, paid parental leave, and all full-time team members have access to a mental health clinician. Application Information Application Information: Applications are accepted on a rolling basis. Ideal candidates will be available to start as soon as possible. Please complete the application via Sakhi’s Career Center, available on our website. You must submit a resume and a cover letter with your application to be considered. Only applicants selected for an interview will be contacted.

Job DescriptionWhat will you do? You will own our finance function. From day one, you'll design the systems and controls we'll scale on, oversee and execute all aspects of accounting, and act as a strategic finance partner across modeling, fundraising, and leadership decisions. • Own the accounting engine end-to-end. You will run the full accounting cycle from journal entries, reconciliations, and monthly, quarterly, and year-end close. You will produce accurate financial statements, board financials, and financial reporting on a consistent cadence., • Design our internal control environment from the ground up. From segregation of duties, approval workflows, and documentation standards, you will keep us GAAP-compliant and audit-ready as we grow., • Manage tax, treasury, and equity. You will own our tax and compliance calendar, cash flow forecasting and bank account management, and the financial side of equity issuances including 409A processes., • Be the strategic finance partner to leadership. You will support modeling, budgeting, scenario analysis, and variance analysis for company decisions; lead all things finance for fundraises; and support with diligence, audits, and more., • You are based in or willing to relocate to New York. This role is not remote-eligible., • 6–10 years of finance and accounting experience. A strong mix of public accounting (Big 4 or mid-tier) and in-house operating at a startup or high growth company is ideal. Interest in crypto, digital asset, or web3 accounting is also a plus (even if you don't yet have experience)., • CPA strongly preferred. We will consider candidates without an active license whose track record demonstrates equivalent rigor., • You've run a finance or accounting function largely solo. You're comfortable being the team and building the function, not adding to a larger one or managing a growing team., • A genuine AI power user. You already use AI tools daily to increase output, accuracy, and speed across modeling, automation, research, and documentation., • Builder mentality. You are energized by establishing systems and processes from scratch, not executing someone else's defined playbook., • Proactive and self-accountable. You surface risks without being asked, drive best practices rather than waiting to be guided, and move comfortably between invoice-level execution and management-grade reporting.What's in it for you?, • Career-defining scope. You'll set the standard for how finance operates inside a company transforming institutional finance, while having direct exposure to all aspects of an early stage company's fast growth, from revenue models as we prepare for product launch to strategic fundraising and more., • Immediate impact. From your first week, you're shaping the chart of accounts, the controls framework, the tax calendar, and the financial systems we'll scale on for years., • Work alongside an exceptional team. You'll be directly managed and mentored by Eric Yuen (former Managing Director at Blackstone and JPMorgan) alongside an all-star team from Morgan Stanley, Goldman Sachs, UBS, Deutsche Bank, and more., • AI as a core part of the job, not a side experiment. Many Controllers are still trying to convince leadership that AI belongs in finance. Here, that's a starting assumption. You'll have permission, budget, and a leadership team actively experimenting with AI alongside you.Employment details, • Location: New York (hybrid, 3 days per week), • Compensation: Base salary + equity. Final package based on prior experience and qualifications., • Benefits: Medical, dental, and vision healthcare, 401(k), generous PTO, and more.

Job Description JOB DESCRIPTION Contracts & Grants ManagerLocation: New York, NY New York Common Pantry is one of the city’s largest hunger relief organizations, providing food assistance, case management services, senior food provision, nutrition education, and hygiene services. We are a dynamic, mission-driven organization experiencing rapid growth and expansion. NYCP is a poverty-fighting organization that reduces hunger and promotes dignity, health, and self-sufficiency by using a holistic approach. Last year, we assisted over 764,000 visitors, served over 11.7 million meals, and accessed $10.7 million in public benefits resources for our guests. Through an array of programs that we offer, we look to establish long-term stability for those we serve. The Contracts & Grants Manager oversees the organization's grants and contracts from Federal, State, City, and local agencies, as well as private foundations. This position will collaborate with key members of Food Programs and Development to meet monthly, quarterly, and annual contractual reporting requirements, and prepare necessary budget documents for applicable grant applications. The Contracts & Grants Manager will report directly to the Controller at the 8 East 109th, New York, NY 10029 location. The position is full-time, exempt. This role offers flexibility for hybrid work arrangements. Responsibilities: * Collaborate with key stakeholders across Food Programs, Operations, and Development to identify, secure, and manage grants and contracts. * Develop and maintain a comprehensive grants and contracts calendar, ensuring all deadlines, deliverables, and reporting requirements are met. * Partner with Program and Development teams to create accurate grant and contract budgets, and implement necessary budget modifications to align with funding requirements and organizational goals. * Monitor spending across all grants and contracts to ensure compliance with funder requirements and organizational policies. * Oversee the vouchering process for government grants and contracts, ensuring timely, accurate, and complete submissions. * Respond promptly to funder inquiries, addressing disallowances, discrepancies, and compliance issues to ensure successful resolution. * Conduct monthly review meetings with Program leads to analyze financial reports and monitor grant and contract performance. * Support the agency’s annual budgeting process by providing financial analysis, oversight, and recommendations. * Assist with the organization’s annual financial audit by ensuring accurate reporting and maintaining supporting documentation. * Manage the organization’s Accounts Receivable process, ensuring timely collections and proper documentation. * Supervise the Grants & Contracts Specialist and review vouchers, budget modifications, journal entries, and related financial documentation. * Other responsibilities as assigned. Qualifications: * A minimum of a Bachelor's degree is required, with a concentration in accounting or finance preferred. * A minimum of three (3) years of relevant work experience is required. * Commitment to helping communities in need and NYCP's work and mission. * Experience with multiple government grants administration and contracts, and an understanding of and experience with non-profit financial models is preferred. * Experience with indirect and direct expense allocations to grants and contracts. * Ability to work in a collaborative team environment. * Familiarity with FUND EZ is a plus. * Proficient with Microsoft Office Suite and Google Drive. * Comfortable working with diverse populations. * Professional written and verbal communication skills. This is not an exhaustive list of all responsibilities, duties, skills, effort requirements, or working conditions associated with the job. While this is intended to reflect the current job accurately, management reserves the right to revise the job or require other or different tasks to be performed as assigned. This description does not constitute a contract of employment, and NYCP may exercise its employment-at-will rights at any time. New York Common Pantry is an Equal Opportunity Employer. It is committed to providing equal employment opportunities to you without regard to race, creed, color, religion, national origin, sex, sexual orientation, pregnancy, marital status, age, veteran status, medical condition or disability, genetic information, gender identity, or any other protected status under federal, state, or local law. Pay: $80,000 - $90,000/year - commensurate based on experience Benefit: * Paid Holidays * Paid Time Off, including Vacation, Personal, and Sick * Medical, Medical Expense Reimbursement Plan, Dental, and Vision insurance * Limited Purpose and dependent care FSA * 403(b) Retirement Account * Employer-Paid Life Insurance and Long-Term Disability * Voluntary Life Insurance * Voluntary Pet Insurance * Pre-tax Transit Benefits

Job DescriptionSenior Transactional Tax Associate Attorney Available in: Atlanta · Austin · Boston · Los Angeles · New York · Palo Alto · San Francisco · Washington, D.C. Direct Counsel is seeking a Senior Transactional Tax Associate Attorney to join a highly ranked Am Law 100 firm with opportunities across multiple major markets. The ideal candidate will have at least 5 years of transactional tax experience, particularly involving middle-market private equity M&A transactions. This role offers access to sophisticated deal work, cross-office collaboration, and direct client engagement within a nationally recognized corporate practice. Key Responsibilities * Advise on federal and state tax implications of corporate transactions * Draft and negotiate tax-related provisions in deal documents * Conduct legal research and prepare memoranda, contracts, and supporting documentation * Manage components of complex transactions from initial structuring through closing * Interface directly with internal teams and clients to provide practical, business-minded guidance Candidate Profile * J.D. and active bar admission in one of the listed jurisdictions * 5+ years of relevant transactional tax experience, preferably within an Am Law 100 firm * Exceptional written and verbal communication skills * Strong judgment, attention to detail, and ability to manage competing priorities * Collaborative mindset with the ability to operate autonomously as needed Compensation & Structure * Expected salary range: $365,000 – $435,000, commensurate with experience and location * Hybrid schedule — in-office presence with flexibility for remote work * Full benefits package including medical, dental, vision, and 401(k)

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 Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: As a Senior Software Engineer on the Tax Platform Engineering team, you will architect, build, and scale the mission-critical systems that ensure accuracy, verifiability, and compliance for our global tax obligations. You will be responsible for engineering the durable systems of record that serve as the definitive source of truth for our financial operations, directly mitigating financial risk and ensuring auditable adherence to complex financial laws in a high-volume, regulated environment Key Responsibilities: • Design, build, and operate highly scalable, resilient, and secure microservices and data processing systems using idiomatic Golang., • Model complex, long-running tax reporting business logic as durable, stateful workflows using Temporal to ensure correctness and reliability., • Implement and optimize data pipelines consuming financial events from Redpanda, ensuring data quality, timeliness, and integrity., • Collaborate with cross-functional teams of tax analysts, legal experts, and product managers to translate complex and evolving regulatory requirements into robust, maintainable, and verifiable software solutions., • Provide technical leadership and mentorship, driving best practices in distributed system design, API definition with gRPC, code quality, and advanced testing strategies., • Build systems with auditability, traceability, and data lineage as a first-class concern to ensure transparency for our auditors and regulators., • Own the full lifecycle of your services, including automated deployment (CI/CD with tools like Jenkins and Terraform), proactive monitoring, and incident response, following a "you build it, you run it" philosophy. Technical Environment: • Backend Services: Microservices written in Golang for performance, simplicity, and concurrency., • API Communication: gRPC with Protocol Buffers (Protobuf) for high-performance, strongly-typed, and versionable service-to-service APIs., • Workflow Orchestration: Temporal for durable execution of long-running, auditable business logic workflows., • Streaming Data: Redpanda as a high-throughput, low-latency, Kafka-compatible streaming platform for all tax-relevant financial events., • Infrastructure: Cloud platforms (AWS), containerization (Docker, Kubernetes), and Infrastructure as Code (Terraform)., • Observability: Modern monitoring and observability tools include Prometheus, Grafana, and Datadog. Must-Haves: • 5+ years of professional software engineering experience, with a proven track record of shipping and operating complex, large-scale systems in production., • Deep, hands-on expertise in Golang, including a strong command of its concurrency models (goroutines, channels), memory management, and standard library., • Demonstrable experience in designing, building, and reasoning about distributed systems, including a strong understanding of microservices architecture and API design patterns (e.g., REST, gRPC)., • Exceptional analytical and problem-solving skills, with the ability to deconstruct complex requirements into clear technical components and excellent communication skills for working in a cross-functional environment. Nice-to-Haves:, • Hands-on experience with Temporal or similar durable execution systems like Cadence or AWS Step Functions., • Experience with Redpanda or Apache Kafka, with a solid understanding of the Kafka protocol., • Production experience with gRPC and Protocol Buffers (Protobuf)., • Proficiency with AWS, containerization (Docker, Kubernetes), Infrastructure as Code (Terraform), and CI/CD pipelines (e.g., Jenkins)., • Experience with modern observability tools like Prometheus, Grafana, and distributed tracing systems., • Prior experience in FinTech, RegTech, or another highly regulated industry with familiarity with financial data or compliance systems.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job Description Position Name Institutional Giving Manager Position Description The Manager of Institutional Giving is responsible for overseeing Restore’s portfolio of foundation, corporate, and government grants (ranging from $25K to nearly $1M). This mid-level role leads institutional fundraising strategy, owns the full grant lifecycle, and coordinates cross-team efforts to ensure timely and compelling submissions, reports and stewardship. The position also plays a critical role in identifying and cultivating new institutional funding sources aligned with Restore’s mission and growth goals. About Restore NYC Restore is a nonprofit organization that makes freedom real for survivors of trafficking in the United States. Our vision is a world free from trafficking and a life of hope, restoration, and flourishing for every survivor. Learn more about us on our website. Faith & Mission Alignment Because our work is rooted in our Christian faith, we seek full-time team members who share our commitment to trusting in God, pursuing justice, and caring for one another in alignment with our core values: • We depend on God, • We pursue impact, • We execute with excellence, • We care for each other, • We can’t do it alone Restore's mission is to make freedom real for survivors of trafficking in the United States. To do that, we desire a staff team more representative of the survivors we serve — almost all of whom are Black, Latina, and/or immigrants. Applicants from these underrepresented communities are strongly encouraged to apply. We especially welcome applicants who have lived experience of trafficking or labor exploitation. About the Position The Manager of Institutional Giving is responsible for overseeing Restore’s portfolio of foundation, corporate, and government grants (ranging from $25K to nearly $1M). This mid-level role leads institutional fundraising strategy, owns the full grant lifecycle, and coordinates cross-team efforts to ensure timely and compelling submissions, reports and stewardship. The position also plays a critical role in identifying and cultivating new institutional funding sources aligned with Restore’s mission and growth goals. Key Responsibilities Grants Strategy & Management (60%) • Manage the full grant lifecycle: research, proposal development, submission, reporting, and compliance tracking., • Serve as project manager for institutional funding processes, ensuring coordination across internal teams., • Write compelling LOIs, proposals, and reports tailored to foundations, corporations, and government funders., • Partner with Finance to develop budgets and ensure narrative-budget alignment., • Track and maintain all grant activity using Salesforce, Asana, and grant portals., • Identify and qualify new institutional funding opportunities, • Set and support portfolio growth targets (e.g., 10–20% annual revenue growth)., • Lead internal meetings to align cross-functional teams on proposal/reports requirements., • Bridge the Development, Program, and Finance teams to ensure a seamless funder experience., • Support cultivation and stewardship of institutional donors in partnership with the CDO and CEO., • Draft acknowledgement letters, grant agreements, and stewardship communications., • Contribute to organization-wide initiatives including events, campaigns, and communications. Experience • 4–6+ years of relevant experience in institutional fundraising or grants management., • History of cultivating and administering annual grant portfolios of $500,000 or greater., • Exceptional written communication skills, with experience writing successful foundation or government grants., • Strong project management and cross-functional coordination skills., • Financial literacy is sufficient to develop and interpret grant budgets. At Restore, we believe in taking care of our team, so you can thrive both professionally and personally. Here’s what you can expect: Salary • Generous PTO: Start with 15 vacation days, with opportunities to earn more based on tenure., • Wellness Days: Four dedicated spiritual retreat days for personal growth and reflection., • Unlimited Sick Leave: Take the time you need to recover and recharge., • Paid Parental Leave: Support for parents welcoming new members to their families., • Paid Holidays: Celebrate and rest with fully paid holidays., • Comprehensive Health Insurance: Robust medical, dental, and vision plans to support you and your family’s well-being. This job is based in New York City and is Hybrid Equal Opportunity Employer Restore provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Only candidates selected for interviews will be contacted. Powered by JazzHR EDFrK2jaES

Job Description Success Matcher Recruitment is proud to represent a prestigious AmLaw 50 firm in their search for a talented Finance Associate. This is an incredible opportunity to join a firm renowned as a global "incubator for talent," where innovation meets a deeply collaborative culture. Why Join Our Client? Our client isn't just a law firm; it’s a destination for ambitious attorneys who value excellence without sacrificing teamwork. As an AmLaw 50 leader, they offer: • Career Transparency: Through a best-in-class framework for success, you’ll have clear and consistent expectations for advancement at every experience level., • Holistic Growth: Access to dedicated mentoring and sponsorship programs, as well as a "Center for Career Advancement" to help you master everything from executive presence to networking., • World-Class Benefits: Industry-leading parental leave, global wellness programs (including access to health care advocates and wellness apps), and "Flex Time Away" arrangements. As a member of the Finance Practice Group, you will work on complex, fast-paced transactions alongside a diverse group of smart, collaborative colleagues. Your responsibilities will include: • Representing banks, private credit, and institutional lenders in secured loan transactions., • Managing component parts of financing transactions, including structuring, documentation, and closing for domestic and cross-border deals., • Experience: 3–5 years of law firm experience focused on leveraged lending, commercial lending, or private credit finance., • Expertise: Proven track record with senior secured, mezzanine, and subordinated debt transactions. (Asset-backed, warehouse, or royalties financing is a plus!), • Education: Strong academic credentials from a top-tier law school., • Bar Admission: Must be admitted to the New York State Bar or eligible to waive in., • Soft Skills: A proactive work ethic, forward-thinking problem-solving skills, and the ability to communicate complex legal matters concisely.

Job Description CoreVest is the leading private lender to residential real estate investors nationwide. We provide long-term loans for rental properties and short-term financing for acquisitions and fix/flip projects. The Senior Associate will work in a fast-paced work environment, work closely with clients, internal teams and various third parties involved in financing transactions in order to properly verify the information provided by the borrower team and underwrite a transaction. Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned. • Support underwriting efforts for commercial real estate construction loans, bridge loans and lines of credit for the purpose of acquiring, developing, repositioning, and financing Residential Commercial Real Estate assets and portfolios secured by multifamily, residential condominium and mixed-use projects, • Communicate with clients on an ongoing basis, coordinating calls with clients, providing access to sales force platform, and being the point of contact on data collection through the life cycle of the loan underwriting process, • Interface with clients during the underwriting and due diligence period to collect information, discuss and understand their business plan, • Collect underwriting due diligence material on guarantor, borrower and property level information maintaining loan file up to date in Salesforce and BOX, and deliver completed due diligence loan file to UW once complete, • Review financial statements and Income Tax returns as collected for completeness and escalating any red flags early in the process., • Lead training sessions for junior underwriters and associates, ensuring consistent application of underwriting standards and best practices., • Regularly review and provide recommendations to underwriting guidelines to reflect market trends, regulatory changes, and company strategy., • Oversee and approve term sheets, ensuring alignment with company policy, market conditions, and client needs., • Regularly communicate status updates to underwriting team and originators as appropriate, • Analyze and evaluate complex ownership borrower structures relative to legal and financial responsibilities and obligations, and assist in order appropriate background and legal searches to fulfill KYC/AML requirements, • Coordinate the order of and the collection of reports prepared by third party consultants and regularly communicate status and delivery of reports to underwriting team, • Prepare and review Investment Committee memoranda, • Ability to review and critique investment committee memos, ensuring thorough analysis and clarity, • Present underwriting recommendations and risk assessments to the executive team, offering clear justification for decisions., • Stay informed on market trends and economic factors that may impact multifamily lending and adjust underwriting strategies accordingly., • Potential opportunity to manage team members, at manager’s discretion. Limited to management of one person., • Work closely with closing and related third parties for timely closing of the transaction, • Strong organizational and time management skills—ability to successfully work on several transactions concurrently in a fast-paced, team-oriented deal environment, • Exercise discretion, independent judgement and problem-solving abilities to complete work assignments while displaying a high degree of initiative and accuracy, • Demonstrated ability to organize & prioritize projects, complete multiple tasks on schedule, • Ability to work productively under minimal supervision, • Minimum of 4-6 years’ experience in commercial lending – single family rental, multifamily, bridge, ground up and/or new construction lending., • Some experience in real estate, commercial lending, finance, or a related field, • Superior attention to detail, analytical and organizational skills, • Excellent Word, PowerPoint and Excel skills, • Strong written and verbal communication skills, • Ability to multitask and perform in a fast-paced work environment At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description We are a financial services organization based in the heart of New York City. Our firm is dedicated to providing comprehensive financial solutions that meet the diverse needs of our clients. With a strong focus on professionalism and excellence, we offer a range of services designed to support financial stability and growth. Our team is comprised of experienced professionals who are passionate about delivering high-quality financial services. We foster a collaborative and inclusive work environment that values innovation and continuous improvement. Our commitment to integrity and regulatory compliance ensures that we operate with the utmost transparency and accountability. At our core, we believe in the power of a dedicated and knowledgeable team to drive success. We provide a supportive atmosphere that encourages professional development and values diverse perspectives. Join us and become part of an organization that is committed to making a meaningful impact in the financial services industry. Key Responsibilities: • Collaborate with the CFO to provide in-depth financial analyses, generate insightful reports, and offer strategic recommendations to support decision-making., • Direct the end-to-end process for month-end, quarter-end, and year-end financial closes, maintaining accuracy and efficiency throughout., • Partner with the CEO and executive team to manage and optimize the day-to-day operations of our financial services firm and its associated entities., • Lead the execution of profit and loss (P&L) and margin reconciliations, ensuring accurate and timely preparation of financial statements in compliance with industry standards., • Oversee the preparation and submission of financial reports and disclosures, ensuring adherence to all regulatory and reporting requirements., • Stay informed about evolving financial regulations and accounting standards, making strategic recommendations for process improvements and ensuring compliance., • Build and sustain strong relationships with key external stakeholders, including regulatory authorities, auditors, and other relevant parties., • Oversee comprehensive tax planning and compliance, including federal, state, local, payroll, and other applicable taxes., • Ensure adherence to financial responsibility regulations and manage essential tasks such as financial reporting, audit support, and compliance with industry standards., • Apply your expertise to enhance accounting processes and collaborate with various departments to ensure efficient financial integration and reporting. Ideal Candidate: • Bachelor’s degree in Accounting, Finance, or a related field required; advanced degree is a plus., • Series 27 license required; CPA designation preferred, but not required., • At least 12 years of experience in finance and operations roles, ideally in a senior management capacity within a regulated financial services environment., • Extensive knowledge of financial operations, regulatory reporting requirements, and industry best practices.

Job DescriptionCompany Description: (MALIN+GOETZ) is a founder-based gender-neutral beauty and lifestyle business based in New York City. We operate flagship apothecaries in NYC, California and Hong Kong: along with an expanding presence online through . The brand is distributed internationally through high-end accounts including Nordstrom, Selfridges, Space NK, and Liberty as well as amenity partners that include 5* hotels, spas, and concept gyms. Position Summary: The Director of Demand + Supply Operations is responsible for leading the global demand planning, supply planning, inventory management, and operations planning functions to support company growth. This role oversees the end-to-end planning process to ensure product availability, optimized inventory levels, operational efficiency, and alignment with sales, marketing, supply chain, and finance strategies. The leader will scale planning processes, enhance forecast accuracy, drive cross-functional collaboration with sales and product development, and guide a high-performing team. Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Leadership + Strategy • Lead, coach, and develop the global Operations team building a high-performance culture., • Serve as the primary strategic partner for Sales, Finance, and Marketing to ensure alignment between business objectives and operational planning., • Develop and refine long-range demand and supply strategies that support profitable growth., • Build and embed scalable planning frameworks and process rhythms across the organization.Demand Planning, • Improve forecast accuracy/bias through analytics, retailer insights, and links to integrated marketing planning., • Lead the forecast review process, ensuring data-driven decision-making with key stakeholders., • Monitor sales trends and ensure appropriate corrective actions are taken to mitigate risk.Supply Planning + Inventory Management, • Build and maintain strong relationships with key vendors, working collaboratively to optimize timelines and shared efficiencies. Oversee management of production timelines and supplier performance., • Define optimal inventory levels and ensure alignment between supply and demand., • Support new product introductions by aligning supply timelines and forecasts with launch plans., • Oversee lifecycle management for seasonal, discontinued, and promotional products.Operational Excellence, • Design and maintain standard operating procedures (SOPs)., • Lead continuous improvement initiatives to enhance efficiency, accuracy, and collaboration., • Develop routine and ad-hoc reporting for senior leadership to support data-driven decisions., • Ensure compliance with company policies, reporting standards, and operational controls.Team Development + Management, • In conjunction with Human Resources, oversee recruitment, onboarding, performance evaluations, and career development for direct reports., • Maintain training programs and materials to support team capability-building., • Foster a collaborative, inclusive environment aligned with M+G values.Competencies: To perform the job successfully, an individual should demonstrate the following., • Achievement Focus - Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Recognizes and acts on opportunities. Sets and achieves challenging goals. Takes calculated risks to accomplish goals., • Business Acumen - Aligns work with strategic goals. Conducts cost-benefit analyses. Demonstrates knowledge of market and competition. Displays orientation to profitability. Understands business implications of decisions., • Business Ethics - Inspires the trust of others. Keep commitments. Treats people with respect. Upholds organizational values. Works with integrity and ethically., • Managing Customer Focus - Develops new approaches to meeting customer needs. Establishes customer service standards. Monitors customer satisfaction. Promotes customer focus. Provides training in customer service delivery., • Strategic Thinking - Adapts strategy to changing conditions. Analyzes market and competition. Develops strategies to achieve organizational goals. Identifies external threats and opportunities. Understands organization's strengths & weaknesses. Education/Experience: • Bachelor’s degree required; advanced degree or relevant certification (APICS, IBF, Supply Chain, Operations, or Analytics) preferred., • 5+ years of progressive experience in demand/supply planning, operations management including distribution; experience in beauty/CPG strongly preferred., • Demonstrated success leading teams and scaling processes in a high-growth environment., • Strong analytical skills, with proficiency in Excel, forecasting tools, ERP systems, and reporting platforms., • Excellent communication skills with the ability to influence and partner cross-functionally.Computer Skills:, • Google Suite, MS Office, MS Business Central or similar ERP systems (NetSuite, etc.).Benefits:, • The estimated salary range for this position is $140,000-160,000., • The New York corporate office is hybrid (3 days in-office, 2 days work from home)., • Dog-friendly office environment., • Full-time employees are eligible for medical, dental, and vision insurance, employer paid life insurance, 401k plan, pre-tax commuter benefits, quarterly gratis, employee discount, long-term and short-term disability leave, and much more., • Time off includes paid company holidays, paid vacation/personal/sick/birthday hours, Summer Fridays, and volunteer time.Supervisory Responsibilities: Manages subordinate supervisors who supervise other employees. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Language Ability: Read, analyze and interpret business, professional, technical or governmental documents. Write reports, business correspondence and procedure manuals. Effectively present information and respond to questions from managers, customers and the public. Reasoning Ability: Solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit. The employee is frequently required to use hands to finger, handle, or feel and talk or hear. Specific vision abilities required by this job include close vision. The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor. (MALIN+GOETZ) is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, creed, religion, gender (including gender identity or expression), pregnancy, childbirth or related medical conditions, sexual orientation, marital status, domestic violence, sexual violence or stalking victim status, ancestry, national origin, alienage or citizenship, age, disability, military or veteran status, genetic information or predisposing genetic characteristic, or other protected status. Powered by JazzHR yH1SgPS1lL

Job DescriptionRole: Controller Location: Gouverneur, NY (On-Site) Experience Level: Mid–Senior Experience Required: 5+ Years Relocation Assistance: Yes Visa Sponsorship: Not Available Industry: Mining & Metals Overview A growing mining operation in northern New York is seeking a hands-on Controller to lead site-level accounting and financial reporting functions. This is a fully on-site operational role responsible for end-to-end financial oversight, including FP&A, cost accounting, reporting, capital project tracking, and ERP system leadership. The position plays a critical role in supporting operational growth and long-term expansion initiatives. The organisation operates in a collaborative, non-corporate environment and is seeking a financial leader who values operational involvement, cross-functional partnership, and long-term stability. Key Responsibilities * Lead all site accounting and financial reporting activities * Own FP&A processes including budgeting, forecasting, and variance analysis (P&L, balance sheet, cash flow, headcount) * Oversee cost accounting and budgetary controls * Manage inventory cycle counts and accuracy * Track capital project spend and fixed asset capitalization * Ensure timely month-end, quarter-end, and year-end close * Prepare financial statements, compliance reports, and regulatory filings * Support internal and external audits and implement corrective actions * Analyse financial results against budget and forecast * Drive continuous improvement initiatives across operating departments * Maintain strong communication with site leadership and corporate finance * Lead ERP system evaluation and implementation * Ensure compliance with internal controls and SOX requirements Required Experience & Skills * Minimum 5 years of experience as a financial leader (public company experience preferred) * Advanced Excel expertise (hands-on capability required) * Expert-level QuickBooks experience * Strong FP&A background including forecasting and financial modelling * Experience with construction project management and agile/lean practices * Proven experience selecting and implementing ERP systems in mining, industrial, or manufacturing environments * Experience with internal controls and SOX implementation * Knowledge of tax, transfer pricing, and IFRS accounting standards * Strong analytical, reporting, and communication skills Preferred Qualifications * CPA designation * Experience working in IFRS-based reporting environments * U.S. GAAP knowledge * Experience within mining, metals, heavy industrial, or manufacturing sectors Key Competencies * Operationally minded and comfortable working on-site * Strong cross-functional communication skills * Independent, self-directed leader * High attention to detail and data integrity * Ability to translate financial data into actionable operational insights

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 Tax Senior- Private Client Services New York, NY or Boca Raton, FL RESPONSIBILITIES: • Work directly with clients to assess their financial situations, goals, and objectives., • Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws., • Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations., • Build and maintain strong client relationships, becoming a trusted advisor in tax matters., • Conduct in-depth research to address complex tax issues and provide innovative solutions., • Collaborate with other tax professionals, including managers and partners, to deliver comprehensive client solutions. Research and interpret tax laws and regulations to address client inquiries and ensure accurate reporting., • Calculate potential estate and gift tax liabilities and work within a team to recommend strategies to minimize these tax burdens. QUALIFICATIONS: • Bachelor’s degree in accounting, finance, or related field. A Master’s degree or CPA certification preferred., • 2 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment., • Strong understanding of individual, partnership, trust, estate, and gift taxation., • Familiarity with tax software and technology for efficient compliance and research. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description Overview Company Overview Formed in 1972, Related is the most prominent privately-owned real estate firm in the United States. Headquartered in New York City, the company has offices and major developments across the world. Related owns and manages a premier portfolio of assets valued at over $70 billion, including the 28-acre Hudson Yards neighborhood on Manhattan’s West Side. Related believes in investing in its talent and cultivates a positive, team-oriented environment where every voice is valued. Employees are encouraged to boldly take on new challenges, transcend the status quo, and demonstrate strong entrepreneurial spirit. In its relentless commitment to excellence, Related works to foster an innovative approach in its team members so that they can positively impact the communities in which they conduct business. Learn more about Related at . #TRC #LI-RB1 #LI-HYBRID Responsibilities We are currently seeking a talented and motivated Payroll Manager to join our payroll team. This role will support the Senior Payroll Manager in overseeing payroll operations, ensuring accurate and timely processing in compliance with company policies and applicable regulations. The Payroll Manager will play a key role in managing payroll activities and helping ensure weekly and bi-weekly deadlines are consistently met. This position follows a hybrid schedule. Responsibilities include but are not limited to: • Process payroll in UltiPro, ensuring accurate and timely payment to employees and statutory agencies., • Process payroll changes and special transactions, including new hires, terminations, transfers, compensation changes, address and work location updates, and garnishments., • Resolve complex or sensitive payroll issues related to processing., • Reconcile payroll prior to transmission and validate payroll reports., • Process special payrolls, including bonuses and year-end adjustments., • Partner with HR and Benefits to resolve employee pay inquiries., • Address employee payroll inquiries related to leave balances, direct deposit, garnishments, deductions, retroactive pay, and tax questions., • Support the resolution of escalated payroll issues, including inquiries from government agencies and internal stakeholders., • Manage multiple priorities independently with strong attention to detail. The anticipated base salary range for this position is listed below. In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives and a comprehensive benefits package. Anticipated base salary range: $120,000 - $130,000 Actual base salary within the anticipated range will be determined by several components including, but not limited to, the individual's experience, skills, qualifications, and market factors. Qualifications • Bachelor’s degree in Finance, Accounting, Human Resources, or related field required., • 7+ years of multi-state payroll experience in a high-volume environment., • Experience with multi-company payroll structures (multiple FEINs/legal entities) preferred., • CPP or FPC certification strongly preferred., • Strong knowledge of U.S. wage and hour laws, garnishments, and federal, state, and local tax withholding requirements., • Experience with UltiPro required., • Experience with IBM Cognos Business Intelligence preferred but not required., • Basic knowledge of accounting principles., • Strong organizational and time management skills, with the ability to meet strict payroll deadlines and manage multiple priorities., • Advanced Excel skills, including VLOOKUPs, Pivot Tables, and complex formulas, to support payroll reporting and reconciliation., • Proficient in Microsoft Office applications.

Job Description Hi, we're Oscar. We're hiring an Associate, Tax to join our Accounting organization. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Tax Associate is responsible for income tax compliance including preparation of tax provisions under Generally Accepted Accounting principles (GAAP) and Statutory reporting, and supports the federal, state and local tax return processes. This role also supports tax planning and projects. You will report into the Senior Director, Tax. Work Location: This position is based in our NYC office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $96,876.00 - $127,149.75 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, and annual performance bonuses. Responsibilities: • Prepare annual and quarterly GAAP and Statutory tax provisions., • Assist with the preparation and review of the U.S. federal, state, and local tax returns as well as estimates and payments for the corporate holding company and insurance subsidiaries., • Prepare tax forecast modeling., • Prepare monthly tax journal entries and quarterly tax reconciliations., • Assist with sales and use, and other indirect tax compliance functions., • Maintenance and timely adherence to tax compliance calendar., • Prepare financial data, analysis and modeling to support tax projects., • Prepare audit and notice responses., • Work closely with areas of Finance and the business to support other tax compliance and planning projects as needed., • 4+ years of tax experience in a public accounting firm or equivalent experience in a corporate tax department., • CPA and/ or Master's of Taxation., • Experience with preparation of the corporate tax provision., • Insurance experience., • Statement of Statutory Accounting Principle (SSAP) 101 tax reporting. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job DescriptionWhy Better. Why Now. Better is rebuilding home finance as an AI-native platform—turning a process that once took weeks into something that can happen in seconds. With over $110B in loans funded and $1.2B+ raised, we operate at real scale while rethinking how homeownership works from the ground up. The category hasn’t caught up yet. That’s the opportunity. The Opportunity We’re looking for a highly creative, AI-native Lead Product Designer to define and elevate the future of the Better customer experience. This is a senior individual contributor role with significant influence. You’ll operate as a design leader—owning complex product areas end-to-end, shaping experience strategy, and raising the bar for craft—while remaining deeply hands-on. This role is ideal for someone who is: * Obsessed with design quality and craft * Excited by AI-native product experiences * Comfortable operating in ambiguity and building from first principles * Energized by fast-paced, startup-like environments You’ll act as a bridge between product, design, and engineering—guiding direction while staying close to the work. What You’ll Own AI-Native Product Experiences * Design and evolve AI-driven user journeys, including conversational, assistive, and predictive experiences * Reimagine traditional flows (e.g., mortgage, refi, savings) into intelligent, goal-based experiences * Explore new paradigms for AI-assisted decision-making and user guidance End-to-End Experience Design * Own complex, multi-step product journeys from concept through execution * Simplify high-friction workflows into intuitive, user-centered experiences * Design across web and mobile, ensuring consistency across all touchpoints Creative Craft & Design Quality * Set a high bar for visual design, interaction design, and UX clarity * Deliver polished, high-fidelity designs with strong attention to detail * Push the team toward more creative, differentiated product experiences Systems Thinking & Scale * Design scalable patterns across complex workflows and product surfaces * Contribute to and evolve the design system * Ensure consistency without sacrificing flexibility or creativity Cross-Functional Influence * Partner closely with Product, Engineering, and leadership to shape direction * Act as a design voice in strategic decisions * Balance user needs, business goals, and technical constraints Mentorship & Design Leadership * Mentor other designers through critique and collaboration * Help elevate overall design culture and standards * Act as a hands-on leader without direct people management responsibility AI-Native Design Practice * Actively use tools such as ChatGPT, Claude, Figma AI, and emerging technologies in your daily workflow * Leverage AI for: * Rapid ideation and prototyping * User flow exploration * Content generation and testing * Continuously experiment with new tools to increase speed and creative output What You Bring * 6–10+ years of product design experience in consumer-facing digital products * Strong portfolio demonstrating high-quality UX and visual design craft * Experience designing complex, multi-step workflows (not just simple apps) * Background in startup or high-growth environments preferred * Proven ability to operate as a senior IC with leadership influence * Strong systems thinking and ability to work across end-to-end journeys * High proficiency in Figma and modern prototyping tools * Demonstrated use of AI tools in your design workflow * Ability to work onsite in NYC Who You Are * Design-obsessed with a strong point of view on craft and quality * Curious and experimental, especially with AI and emerging technologies * Not overly tied to traditional or corporate design approaches * Comfortable working in ambiguity and building from first principles * Collaborative, low-ego, and highly motivated Why This Role * Opportunity to redefine how people experience home finance through AI * Work on complex, meaningful problems with real user impact * High ownership and influence as a senior IC * Shape the future of AI-driven product experiences at scale What We Offer * Performance-driven compensation Competitive base salary with bonus or incentive opportunities, depending on role * Comprehensive, flexible health benefits A range of medical and dental plans to choose from based on your needs, with vision coverage available for you and your family starting on day one. * Financial wellbeing & long-term support Build long-term financial security with a 401(k) through Vanguard, HSA with employer contributions, FSA’s, Employer Paid STD & LTD plans and access to financial planning resources. * Time to recharge Generous paid time off, company holidays, sick time, and paid parental leave. * Support for families Paid parental leave and childcare support, including employer matching for dependent care FSA. * Holistic wellbeing support Mental health care (6 free virtual or in-person sessions) and wellness programs through Spring Health, EAP access, and additional perks like pet insurance and lifestyle discounts. * Flexibility in how you work and live Pre-tax Commuter benefit accounts with an employer match, and programs designed to support different working styles and lifestyles. * Daily perks that make work better Meal and snack offerings in select offices, plus a stipend to support your day-to-day - whether you’re in the office or working remotely. * An exceptional NYC office experience Work from our World Trade Center headquarters - featuring thoughtfully designed spaces, natural light, and panoramic skyline views. It’s a space built for collaboration, creativity, and bringing bold ideas to life. * High-impact work at a category-defining moment Help shape the brand of an AI-native company reinventing homeownership from the ground up. Disclaimer Better Home & Finance Holding Company is an equal opportunity employer committed to fostering an inclusive and diverse environment for our employees. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status, or any other reason protected by law. We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. Better will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Better is the first AI-native mortgage and home equity finance company, revolutionizing one of the largest financial markets in the world. We make home finance radically more transparent; using AI and proprietary technology to eliminate friction from the mortgage process through our industry-leading AI platform, Tinman®, and the first voice-based AI mortgage assistant, Betsy™. Our mission is simple: make homeownership cheaper, faster and more accessible by transforming how people buy and finance homes. The facts that speak for themselves: * We’ve funded over $110 billion in loans (more than any other fintech in the US!) * Raised over $1.2 billion in equity capital to modernize the $15 trillion mortgage industry * Better’s propriety AI platform makes us an award-winning lender: * Fintech Breakthrough Award 2025: Best Lending Innovation * Yahoo! Finance (Jan 2025): Best Mortgage Lender for First-Time Homebuyers – Best for quick approval * Yahoo! Finance (2025): Best Online Mortgage Lender * Money Magazine (2025): Best for fast closing * Forbes (2023): Best Online Mortgage Lender We’re building the future of home finance - and we’re looking for smart, driven, ambitious innovators who are ready to tackle the most impactful work of their careers. Compensation Range: $170K - $195K

Job Description Title: Director – Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based 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: Anchin is seeking a Director to join our Private Client Group, supporting high-net-worth individuals, families, and closely held entities with complex tax needs. This role is designed for a seasoned tax professional who thrives in a client-facing, leadership-oriented environment and is comfortable overseeing sophisticated engagements while developing teams and deepening client relationships. The Director will serve as a key advisor to clients and an internal leader within PCG, balancing technical excellence, people management, and strategic execution. RESPONSIBILITIES: • Act as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust, estate, and pass-through entity matters., • Oversee complex tax engagements from planning through execution, ensuring accuracy, consistency, and adherence to firm standards., • Review advanced individual, fiduciary, and partnership tax returns and related deliverables., • Partner with clients' external advisors (attorneys, wealth managers, family office professionals) to address multi-dimensional tax and wealth considerations., • Lead, mentor, and develop Managers and Senior Managers, providing coaching, technical guidance, and performance feedback., • Support Partners in strengthening long-term client relationships and identifying opportunities to expand services., • Monitor changes in tax legislation and translate developments into practical guidance for clients and internal teams. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 10+ years of progressive public accounting experience with a strong focus on high-net-worth taxation., • Demonstrated experience with individual, trust, estate, and partnership tax matters., • Prior experience supervising teams and reviewing complex tax work., • Strong interpersonal skills with the ability to build credibility with clients and colleagues. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job DescriptionSimulmedia is looking for a highly motivated, results-driven Senior Account Executive to join our growing Sales team. In this role, you will help drive revenue growth by identifying, pitching, and closing new business across key verticals. You’ll work with marketers and agencies to demonstrate the power of our cross-channel TV+™ platform and help advertisers deliver measurable outcomes through premium video. About Simulmedia Simulmedia is transforming TV and premium video advertising through a powerful combination of advanced data science, proprietary technology, and automation. Our TV+™ platform allows advertisers to plan, activate, and measure campaigns across linear TV, CTV, and gaming environments with unprecedented transparency and efficiency.We partner with the world's most ambitious brands and agencies to drive real results — from awareness to action — through targeted, accountable, cross-channel video campaigns. What You’ll Do● Identify and develop new business opportunities with advertisers and agencies across assigned categories or regions● Build strong relationships with marketing decision-makers, media buyers, and planners● Effectively communicate Simulmedia’s value proposition, focusing on performance-driven video solutions● Collaborate with internal teams (strategy, ops, insights) to develop custom proposals and close deals● Manage full sales cycle from prospecting to contract signature● Maintain accurate pipeline forecasts and update CRM regularly● Represent Simulmedia at industry events, conferences, and client meetings What We’re Looking For● 4–7 years of experience in digital media, TV, CTV, or ad tech sales● Proven track record of meeting or exceeding revenue targets● Strong understanding of the media landscape, especially performance and data-driven advertising● Excellent communication, presentation, and relationship-building skills● Comfortable navigating complex sales cycles and working cross-functionally● Self-starter with a collaborative mindset and a drive to win Why Join Us● Help shape the future of premium video advertising● Sell a differentiated, outcome-focused solution in a high-growth space● Join a team that values transparency, innovation, and performance We're required to include a reasonable estimate of the compensation range for this role. Compensation decisions are dependent on the unique facts and circumstances of each case, but a reasonable estimate of the current base range for this role is $115,000 - $130,000. Note that this range is specific to national metro areas and that offers take into account a wide variety of potential factors considered in compensation, including but not limited to skill, qualifications, accomplishments, experience, credentials, and business needs. Simulmedia offers competitive pay relative to its peers plus a wide range of best-in-class, comprehensive, and inclusive employee benefits. To learn more, visit our website: . Check out our Excellent Benefits & Perks● Fully paid premiums for employee medical, dental, vision, short-term disability, long-term disability and life-insurance coverage for full-time employees ○ Medical by UnitedHealthcare ○ Dental by Guardian ○ Vision by EyeMed● Pre-tax plans for medical flexible spending, dependent care and transit/parking● Flexible paid time off (PTO)● Sick time off● Extensive holiday schedule● Generous parental leave policies after a year of service● Phone and Data reimbursement program● Fully paid Citi Bike membership and helmet stipend with Seamless+ and Lyft Pink● Pet-friendly office● Monthly happy hours, quarterly team building, plus tons of other fun events!● Dedicated workshops for diversity, equity, inclusion and belonging● Park Avenue office with 360-degree views and fully stocked kitchens Simulmedia prioritizes diversity and representation in recruiting, embraces people of all backgrounds and works to create an inclusive culture to help all of our people thrive. We provide equal employment opportunities to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, height, weight, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Discrimination of any type is not tolerated at Simulmedia. This policy applies to all terms and conditions of employment, including recruiting, hiring, promotion, termination, time off, and compensation. Simulmedia is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at . We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Senior Credit Analyst Altbanq | Midtown Manhattan (On-Site) A dynamic and analytical professional who thrives in a detail-oriented, fast-paced environment. The Senior Credit Analyst at Altbanq is a key player in our credit and risk assessment team, supporting the Chief Risk Officer and working closely with underwriters to ensure the quality and profitability of our loan portfolio. This role is ideal for someone who excels at financial analysis, credit evaluation, and decision-making while contributing to the development of innovative lending products. Location: Midtown, New York City. Work Schedule: Fully on-site, Monday–Friday, 9:30 AM – 6:00 PM Company Website: Why This Role Matters Senior Credit Analysts play a vital role in ensuring our credit decisions are both sound and strategic. By assessing credit reports, analyzing financial statements, and evaluating overall risk, they help determine loan eligibility, pricing, and terms that balance profitability with an excellent client experience. Beyond day-to-day analysis, Senior Credit Analysts contribute to the evolution of our credit models and the development of new lending products. In turn, this helps us grow responsibly, strengthen our portfolio, and stay competitive in the market. What You’ll Do • Evaluate borrower credit profiles by reviewing credit reports, conducting background checks, and analyzing public records such as liens, judgments, bankruptcies, and UCC filings., • Analyze financial documentation including bank statements, profit and loss statements, balance sheets, accounts receivable, and tax returns to assess cash flow strength and credit risk., • Assess creditworthiness and recommend loan eligibility and funding amounts based on detailed cash flow and risk analysis., • Price loans and structure repayment terms (weekly, biweekly, or monthly) using Altbanq’s proprietary pricing framework., • Partner closely with the Chief Risk Officer and the credit team to review complex transactions and ensure compliance with Altbanq’s risk standards., • Prepare clear, well-documented credit memos that summarize analysis, risks, and recommendations for internal decision-making., • Engage directly with business owners and internal leadership to clarify financials, assess risk, and support informed lending decisions., • Monitor market trends and industry performance to identify emerging risks and lending opportunities., • Contribute to the development and refinement of credit policies and new lending products to support Altbanq’s growth.What We’re Looking For, • Bachelor’s degree in finance, accounting, economics, business administration, or a related field., • 2+ years of experience in credit analysis, underwriting, or a similar role, preferably in business financing or short-term loans., • A team player who communicates effectively with internal teams and leadership., • Eager to take on responsibilities, mentor junior staff, and contribute to Altbanq’s strategic goals., • Proficiency in financial analysis and modeling., • Advanced Excel skills and experience with Salesforce (highly preferred)., • Familiarity with credit reports, cash flow analysis, and risk assessment tools., • Strong analytical and decision-making skills., • Exceptional attention to detail and accuracy., • Ability to work independently and manage multiple priorities in a fast-paced environment.Compensation and Benefits Salary Range: $100,000 - $150,000, depending on experience. Benefits: • Medical, Dental, and Vision Insurance, • Life Insurance and Commuter Benefits, • 401(k) Retirement Plan, • Health Savings Account (HSA), • Flexible Spending Accounts (FSA), • End-of-year discretionary performance bonusGrowth Opportunities, • Opportunity to assume leadership responsibilities by overseeing underwriters as delegated by the Chief Risk Officer., • Contribute to the development of new lending products and the credit policies that support them. LCzlVIiKIV

Job DescriptionBeghou brings over three decades of experience helping life sciences companies optimize their commercialization through strategic insight, advanced analytics, and technology. From developing go-to-market strategies and building foundational data analytics infrastructures to leveraging artificial intelligence to improve customer insights and engagement, Beghou helps life sciences companies maximize performance across their portfolios. Beghou also deploys proprietary and third-party technology solutions to help companies forecast performance, design territories, manage customer data, organize, and report on medical and commercial data, and more. Headquartered in Evanston, Illinois, we have 10 global offices. Our mission is to bring together analytical minds and innovative technology to help life sciences companies navigate the complexity of health care and improve patient outcomes. We are seeking an experienced individual to lead the implementation and delivery of Master Data Management (MDM) to drive the design, execution, and delivery of high-impact MDM systems for leading pharmaceutical and life sciences companies. In this strategic role, you will not only oversee the MDM projects—from concept to implementation—but also serve as a trusted advisor to clients, identifying future growth opportunities and evolving business needs.We’ll trust you to: • Lead end-to-end MDM projects focused on HCP, HCO, and payer data for commercial operations., • Collaborate with internal teams and clients to define project scope, develop strategic approaches, and ensure timely, high-quality delivery., • Serve as the primary point of contact for client communications, managing stakeholder expectations, timelines, and deliverables., • Coordinate with third-party data vendors to establish data exchanges, monitor data quality, and resolve discrepancies., • Manage project budgets, draft Statements of Work (SOWs), and oversee client invoicing and financial summaries., • Synthesize findings into actionable insights and recommendations for clients, presenting complex technical information with clarity and impact., • Lead internal initiatives related to product development, process improvement, and team growth., • Provide mentorship and professional development support to junior team members; act as a Professional Development Manager where applicable., • Foster an inclusive and innovative team culture, collaborating with cross-functional teams—including global teams—across multiple time zones.You'll need to have:, • At least 6 years of professional experience, with a focus on master data or commercial data strategy in the US pharma/life sciences industry, • Proven track record implementing HCP, HCO, or payer MDM platforms, • Strong knowledge of MDM systems (e.g., Reltio) and data integration technologies, • Proficiency in Python and advanced Excel; strong command of PowerPoint and Word, • Exceptional communication skills, with experience presenting to senior stakeholders, • Strong project and people management skills; ability to lead cross-functional teams, • Deep understanding of data governance, data quality, and commercial data flows in pharma We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionOur client is a high-growth SaaS and FinTech company operating in the private capital markets space. The company provides next-generation financial technology solutions, helping fund administrators and asset managers automate complexity, scale operations, and improve transparency. With significant traction in North America and EMEA, they are entering the next phase of growth, focusing on predictable revenue, operational discipline, and global alignment. Role Summary We are seeking a Vice President of Finance on a clear path to CFO to lead the company’s global financial function. This is a hands-on executive leadership role for a commercially-minded operator with deep SaaS expertise. The VP of Finance will oversee financial strategy, forecasting, investor readiness, and systems implementation, partnering closely with the CEO and President to drive growth, operational maturity, and strategic milestones, including future fundraising rounds. This role is designed for a candidate ready to step into a CFO position within the next 2–3 years. Key Responsibilities • Drive financial strategy: budgets, forecasts, SaaS KPIs (ARR, NRR, CAC, LTV), and scenario planning., • Lead investor relations & fundraising readiness, including Board reporting and due diligence., • Oversee commercial finance: pricing, margins, revenue recognition (ASC 606), and profitability tracking., • Ensure financial control & compliance, including audits, tax, and risk management., • Build and mentor a high-performing finance team while embedding financial accountability across the business. Ideal Candidate Profile • 10+ years in finance, with 5+ years in senior SaaS/FinTech roles., • Experience scaling finance functions through Series A/B/C or pre-exit stages., • Strong FP&A, SaaS metrics expertise, investor-facing reporting, and commercial partnership skills., • Highly analytical, collaborative, calm under pressure; CPA or MBA preferred., • Ambitious and ready to progress into a CFO role. Compensation & Benefits • Base Salary: Up to $250,000 (DoE) + discretionary bonus (20–30%), • Equity upside, • Medical, dental, vision insurance, • 401(k) with employer match, • Employer-sponsored life, LTD, STD insurance options, • Unlimited PTO, hybrid working flexibility., • Clear progression to CFO-level responsibilities and title within 2–3 years Confidentiality Statement: At Quix Recruitment, we prioritise confidentiality throughout the recruitment process. We understand the sensitivity of exploring new career opportunities while currently employed. Rest assured that when you apply through Quix Recruitment, your application is kept completely confidential from both your current employer and the hiring company. If we determine that you might be a good fit for the position, we will arrange a confidential call with you to discuss the opportunity in more depth. Only after obtaining your permission will we share your CV with the hiring company.Disclaimer: Please note that all personal information collected during the application process will be used for recruitment-related purposes only. We are committed to protecting your privacy and will not disclose your information to any third parties without your consent.

Job DescriptionAbout Monstro Monstro is the operating system for governed financial intelligence. We build the infrastructure that enables artificial intelligence to operate safely, explainably, and at institutional scale in highly regulated financial domains. We exist because the level of financial guidance historically available to a small group should be accessible to many more people. By combining AI with deep institutional infrastructure, we help financial institutions deliver more personalized, responsible, and life-changing financial support to millions of individuals. We're building mission-critical systems in a regulated domain, and we care deeply about doing it right. If you're motivated by meaningful problems, high standards, and improving financial outcomes for people who have never had access to them before, you'll feel at home here. About the Role The Senior Wealth Strategy Advisor is a foundational hire. This person is responsible for ensuring that Monstro's financial logic is institution-grade from the outset — correct, complete, and coherent across the full scope of comprehensive wealth management. Financial planning advice built on imprecise logic compounds its errors over time. Tax assumptions that ignore estate implications, investment recommendations blind to income-phase distinctions, estate structures that conflict with insurance positioning — these are not edge cases. They are the daily reality of comprehensive wealth management, and they are precisely what AI systems get wrong first. This role exists to prevent that. You will serve as the internal authority on how Monstro's platform reasons about wealth — not as a reviewer after the fact, but as the architect of the foundational logic itself. You will work directly with Monstro's Founder, who brings deep wealth management and family office experience. This role expands that expertise into durable, scalable guidance that safely governs product behavior over time. Domain Scope You will be the internal authority across five pillars of comprehensive wealth strategy. Cash flow sits at the foundation — it governs what is possible across every other domain. Deep expertise in at least one pillar is required; the ability to reason across all five collectively is essential. • Cash flow — Income, expenses, surplus allocation, debt management, liquidity planning — the foundation that determines capacity across every other domain, • Tax planning — Income tax strategy, Roth optimization, tax-efficient withdrawal sequencing, entity structuring, UHNW tax planning, • Estate planning and legal structures — Trust design, estate tax planning, GRATs, dynasty trusts, business succession, generation-skipping strategies, asset protection, • Financial planning — Cash flow planning, risk management, insurance integration, retirement income architecture, holistic plan construction, • Investments — Asset allocation, portfolio construction, asset location, withdrawal strategy, annuity design, retirement income products What You'll Do Define the financial framework foundation Establish the wealth strategy and provide expertise to the product and engineering team regarding frameworks, principles, and decision guidance that govern how Monstro's platform reasons about complex financial scenarios. Your expertise defines the foundation — what the platform understands, how it weighs tradeoffs, and where it draws boundaries. Articulate wealth strategy in a form teams can act on Translate your financial expertise into clear principles and structured guidance that product teams can work with you to develop into actionable requirements. The goal is articulation — making expert judgment legible and usable for the people responsible for building from it. Model cross-domain dependencies Document and clarify the interactions that most AI systems get wrong: how Roth conversion decisions affect estate tax exposure, how trust structures interact with income tax elections, how insurance product positioning changes with retirement income phase. Surface second- and third-order effects before they compound into downstream errors. Distinguish rules from judgment Identify where structured, rules-based guidance is appropriate and where expert review or human judgment is required. Serve as subject matter expert reviewer Act as the senior subject matter expert reviewer for early advice frameworks, edge cases, and high-stakes planning scenarios. Establish standards for accuracy, completeness, and consistency that withstand institutional scrutiny. Act as expert, challenger, and gatekeeper The most common failure mode in AI-assisted financial guidance is not hallucination — it is plausible-sounding advice that ignores the dependency structure of wealth strategy. You serve as the expert, challenger, and gatekeeper: ensuring that oversimplified or technically incorrect guidance never reaches the platform. What Success Looks Like • Monstro's core financial logic reflects institution-grade wealth strategy rigor that expert reviewers would not find fault with, • Cross-domain interactions — tax ↔ estate ↔ investment ↔ planning ↔ cash flow — are correctly modeled and defensible at every dependency point, • Product and engineering teams have clear, actionable guidance — not ambiguity that forces them to make domain decisions they are not equipped to make, • The financial logic established in this role is precise and complete enough that it does not require structural correction as Monstro grows in scope and complexity, • Every simplification is intentional and documented — tradeoffs are explicit, not artifacts of incomplete modeling What We're Looking For Required credentials (one or more): • JD / Attorney, ideally with tax or estate specialization, • CPA or CPA/PFS, • CFP® combined with an advanced designation (JD, LL.M., AEP®, CPA), • LL.M. in Taxation, • Senior-level experience equivalent to a Wealth Strategist, Advanced Planning Strategist, or senior practitioner at a top financial institution, law firm, accounting firm, or academic institution, • Deep tax expertise with strong understanding of downstream implications across estate, investment, and planning domains, • Demonstrated experience in estate planning and legal structures — trust design, estate tax strategy, business succession, • Broad financial planning background beyond a single specialty — able to reason across the integrated wealth management system The Advanced Planning Strategist: e.g., CPA/JD/AEP® from a major institution, law firm, or accounting firm. Has reviewed complex, multi-domain wealth plans under institutional accountability. Accustomed to the standard of rigor Monstro's platform must meet. The cross-credentialed specialist: e.g., CPA + JD + CFP®, or JD + LL.M. + AEP®. Holds credentials spanning tax, legal, and planning domains simultaneously. Multiple credentials across domains are evidence of the integrated thinking this role requires — not resume decoration The financial framework builder: e.g., prior experience building guidance frameworks, institutional playbooks, or structured advisory systems. Has experience translating expert financial judgment into documented frameworks, structured guidance, or institutional playbooks — whether at a major firm, fintech, or in an advisory capacity. Understands how expertise becomes process. Additional Signals We Value • Published research, authored curricula, or editorial board participation in financial planning or estate planning journals (Journal of Financial Planning, Financial Planning Review, ACTEC Law Journal, NAEPC Journal), • Experience with UHNW or family office complexity — environments where cross-domain planning errors have material consequence, • Prior exposure to AI-enabled financial tools, rules-based platforms, or fintech product development, • Comfort operating as a senior individual contributor without a team of analysts, • Familiarity with the academic literature in comprehensive financial planning, retirement income, estate planning, and behavioral finance Location & Work Model Hybrid — New York City. Preference for candidates based in or willing to work from New York City. Why Monstro? • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Elite Team: Join a team with leadership that has a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45., • Comprehensive Compensation Package: Competitive salary, equity, and robust benefits package, including paid health, vision, dental, and disability coverage.Compensation & Benefits, • Base Salary: $237,000 – $280,000 (New York City range), • Equity participation A Note on Interviewing: We sometimes use AI note-takers to help us transcribe interview notes, so we can be more present in your interview. If you'd like to opt out of us using automatic transcribers, please note this in the free text field in your application, otherwise we'll take your application as confirmation that you're happy for us to use notetakers (whether added to video calls or in the background).

Job Description Title: Tax Director/Partner, Consumer Products Department: Tax – Consumer Products Group Supervises: Senior Managers Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are seeking an experienced Tax Director or a Partner specializing in the Consumer Products Industry at Anchin. This is a senior leadership role for a seasoned tax professional with deep expertise in tax planning and compliance for businesses in the consumer products industry, including manufacturers, distributors, and retailers. The ideal candidate will combine technical excellence with strong business development skills and the ability to mentor and grow a high-performing team. RESPONSIBILITIES: • Serve as a strategic advisor to clients in the consumer products industry, delivering innovative tax planning and compliance solutions., • Oversee preparation and review of federal, state, and local tax returns for Corporations, Partnerships, and individual shareholders/partners., • Address complex tax issues such as inventory accounting, sales and use tax, state nexus, and multi-state filings., • Develop and implement tax strategies to minimize liabilities and optimize tax positions for clients., • Advice on tax implications of business transactions, mergers, acquisitions, and restructuring within the consumer products sector., • Stay current on tax law changes impacting consumer products businesses and communicate updates to clients and internal teams., • Mentor and develop tax professionals at all levels, fostering a culture of technical excellence and collaboration., • Drive growth of the Consumer Products practice through market-facing initiatives, networking, and thought leadership., • Identify new business opportunities and expand relationships with existing clients. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 10+ years of progressive tax experience in public accounting, with significant exposure to the consumer products industry., • Proven track record in tax planning, compliance, and advisory for complex entity structures., • Strong technical knowledge of federal, state, and local tax laws., • Excellent leadership, communication, and client relationship management skills., • Ability to develop and execute business development strategies. 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 DescriptionJunior Credit Analyst Altbanq | Midtown Manhattan (On-Site) The Junior Credit Analyst at Altbanq is a key member of our credit team. You’ll work closely with experienced underwriters and the Chief Risk Officer, gaining exposure to real credit decisions while helping support the quality and performance of Altbanq’s loan portfolio. This role is designed for candidates early in their careers who are eager to build hands-on experience in credit analysis, financial review, and risk assessment within a fast-growing fintech lending platform. Location: Midtown, New York City Work Schedule: Fully on-site, Monday–Friday, 9:30 AM – 6:00 PM Company Website: Why This Role Matters Junior Credit Analysts help ensure that every loan we originate meets Altbanq’s credit and risk standards. In this role, you’ll contribute to important credit decisions while learning how financial data, borrower behavior, and risk policy come together in real-world lending. This is a strong opportunity for someone looking to start a career in credit, underwriting, or risk management. What You’ll Do • Review borrower credit reports and assist with background checks and public record searches, including liens, judgments, bankruptcies, and UCC filings., • Assist in analyzing financial documents such as bank statements, profit & loss statements, balance sheets, and tax returns to help assess cash flow and credit risk., • Support senior analysts on credit reviews and complex cases., • Learn and apply Altbanq’s credit policies, procedures, and risk guidelines., • Prepare credit summaries and memos for internal review and approval.What We’re Looking For, • Bachelor’s degree in finance, accounting, economics, business administration, or a related field, • Proficiency in Microsoft Excel (formulas, filters, basic functions), • Strong interest in credit analysis, lending, financial risk and transaction due diligence, • High attention to detail and willingness to learn, • Clear written and verbal communication skills, • Medical, Dental, and Vision Insurance, • Life Insurance and Commuter Benefits, • 401(k) Retirement Plan, • Flexible Spending Accounts (FSA) Powered by JazzHR KRPnb8EBh2

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. The Business Transformation Business Unit specializes in partnering with organizations to accelerate growth by driving employee engagement and adoption. This is achieved through cross-sector and cross-functional support in strategy, leadership alignment and coaching, large-scale transformation, strategic change management, and HR modernization efforts. The focus lies in functional transformation, digital and AI transformation, and cultural transformation. Our dedicated team helps navigate complexities for sustainable success in a rapidly evolving marketplace. Position Location: New York City, 5 days onsite Job Description Join a fast-growing global consulting firm that’s rewriting the rules for how strategy and execution intersect. At Sia, we empower senior leaders to drive complex transformations, shape industry trends, and grow thriving practices. As a Business Transformation Partner, you’ll play a critical role in expanding our footprint in North America while delivering next-generation solutions and delivering Sia’s transformation practice. You will own the growth strategy, client opportunities, and lead multi-disciplinary engagements that drive tangible business results. Your Role as a Partner As a Partner, you’ll be a key leader and trusted advisor – both within the firm and across the broader market. This is a high-impact role where you’ll shape strategy, build lasting client relationships, and inspire high-performing teams. You will: Lead and Deliver Transformation • Lead high-impact client engagements at the executive level, remaining actively involved in delivery while serving as a trusted advisor to C-suite leaders., • Advise senior leaders on workforce and business transformation, including operating model design, organization design, functional and cross-functional transformation., • Oversee complex strategy and transformation programs end-to-end, ensuring high-impact delivery that exceeds client expectations., • Leverage global expertise and cross-functional teams to solve our clients’ toughest challenges., • Independently generate client billing., • Own and lead client accounts, serving as the primary relationship manager and strategic advisor., • Design and execute digitally enabled transformation programs driving accelerated adoption and enablement, leveraging AI, data analytics, automation, cloud platforms, and modern governance practices., • Attract, mentor, and develop top consulting talent, with a focus on executive readiness and delivery excellence., • Set clear expectations for quality, collaboration, and accountability across complex, multi-stream engagements., • Contribute to our go-to-market strategy, service development, and firm governance., • Actively collaborate across international hubs and service lines to deliver integrated, cross-border value.Qualifications, • 15+ years of senior-level experience in management consulting, organization design, change management and AI transformation., • Proven track record delivering large-scale, multi-function transformation programs with measurable business impact, • Demonstrated ability to win and lead engagements with enterprise clients; strong client relationship management at C-suite level., • Strong background in AI-enabled and digital transformations, data strategy, analytics, automation, cloud technologies, and change management., • Exceptional leadership, communication, negotiation, and presentation skills; ability to articulate complex concepts to diverse audiences., • Bachelor’s degree in a relevant field; MBA or advanced degree preferred. Additional Information External Market Leadership & Visibility Candidates must demonstrate an established external presence, including active participation in industry-facing activities, such as: • Speaking engagements at industry conferences, client forums, or professional events, • Panel participation or moderation on relevant business, functional, or industry topics, • Professional memberships in recognized industry associations or advisory councils We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation • Annual Base Salary Range: $300,000 - $350,000, commensurate with experience and qualifications, • 3 Medical plans, • Dental and Vision, • 401K retirement plan, • 4% matching and 100% vested upon enrollment, • Health Savings Account (HSA), • Flexible Spending Account (FSA), • 100% paid parental leave for all new parents with eligible tenure, • Generous Paid Time Off (PTO) policy, • College savings and student loan repayment assistance, • Monthly cell phone stipend, • Access to wellness programs at no cost if enrolled through Medical plan, including:, • Gym membership reimbursement, • LiveHealth Online virtual care, • Personalized support from a Well-being Coach, • Employee Assistance Program at no cost, • Free confidential counseling and emotional support services At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H1-B visa, F-1/OPT) or STEM OPT, TN, etc). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job Description Join the Origis Energy Team! Origis Energy is accelerating the transition to a carbon-free future by Reimagining ZeroSM. As one of America's leading renewable energy and decarbonization solution platforms, the company continues to expand and reimagine its contribution to the world's net-zero goals. Origis Energy puts customers first to deploy a wide range of sustainable solutions for grid power generation, performance optimization, and long-term operation of solar and energy storage plants across the U.S. Founded in 2008, Origis Energy is headquartered in Miami, FL. The Origis team, regarded as one of the leading developers in the U.S., is committed to living five core values in all interactions both with each other and external stakeholders: Solve for Tomorrow. A role with Origis Energy puts you at the forefront of the transition to clean energy. Are you ready to bring new ideas? Do you exist to find solutions? That's how we revolutionize energy and build a carbon-free future - through unmatched service and relentless innovation. Rise Together. To succeed here, you'll collaborate with others and work as one team, across various teams including solar and energy storage development, financing, engineering, procurement and construction (EPC) and operations, maintenance and asset management. Are you open to diverse perspectives and prepared to work seamlessly across disciplines to reach our collective goals? Perform at Peak. We're seeking team members who bring authentic energy and passion to every task. How can you use your natural strengths, genuine optimism and intelligence to make your greatest contributions to Origis? Inspire & Grow. The Origis team is comprised of knowledgeable, passionate solar and energy storage experts who bring deep expertise and solution-driven thinking to clients. A successful Origis team member encourages others and sets a high bar for growth. We have a culture of continuous improvement because each team member takes the role of both learner and mentor. Be Resilient. The spirit in which we tackle the energy challenges and objectives of our clients means we consistently stretch for the extra mile. We all take initiative and remain adaptable, overcoming obstacles by prioritizing respect. Position Description The Capital Markets Manager or Associate is responsible for the day-to-day management of all aspects of execution under the leadership of a Deal Lead (Director or Senior Director) or working directly with the SVP of Capital Markets. The position will focus on assigned projects and / or Corporate Facilities, and the Manager will contribute to sourcing, structuring, and managing tax equity and debt financings. Key Responsibilities • Assist in sourcing and managing tax equity and debt for projects and corporate facilities, including review of proposals and recommendation, • Includes preparation of RFP material for prospective lenders and investors, comprised of teasers and consultants reports and modeling, • Curate and maintain a dataroom, • Communicate with prospective lenders and investors during the RFP and selection process, • Perform day-to-day diligence and coordinate with technical and financial advisors as well as other Origis teams working on the Projects. Escalate any issue with the PF Director, • Prepare and monitor the preparation of third-party consultant budgets for projects as well as scope of work; ensure key reports are delivered timely and in form satisfactory to financing partners. Oversee Q&A process and ensure proper reliance, • Abide by the timeline established by the deal lead for the various workstreams, and flag any deviation or delay, • Ensure accuracy of all financial modeling aspects by working in close coordination with a member of the Investment team supporting the deal team and providing all necessary inputs and checks, • Post closing, Manager is the first point of contact for compliance and reporting; track and provides all financing-related deliverables in partnership with Asset Management, • Lead day-to-day management of closed financings as assigned – including discrete construction financings, projects financed through the construction warehouse, and the Development Finance Facility, including Borrowing Base determination based on the addition of new projects and equipment or removal of projects ready to finance, in coordination with the EPC, Procurement and Business Development teams, • Administer/documentation, draws of cash and letter of credits on existing financing facilities, • Coordinate amendment and waiver processes with lenders, external counsel and third-party consultants, ensuring the preparation and delivery of all necessary documentation and reports, • Coordinate with the Investment team to provide an updated draw schedule for reporting purposes, • Update internal systems including Solaris, • Support the Directors and SVP as needed with marketing material – including preparation of update decks, • Attend meetings with debt providers and tax equity investors as requested, • Oversight and training of more junior team members in the deal team – ensuring that all deadlines are met and that the work product is high quality, • Assist and coordinate executive reporting, including updates to investors, board material, debt compliance scorecards, external financial reporting, and disclosures, • Lead new market research and analysis, policy research, and set up databases with relevant information to enhance the Capital Markets team understanding of new commercial structures, technologies, incentives and state programs as needed, • Assist management in the acquisition and sale of projects as needed, • Bachelor's degree, • Minimum of 4 years of relevant working experience in structured/project finance, preferably in the financial industry with a leading Project Finance lender or working for a developer or IPP, • Understanding of the renewable sector and associated capital structures including tax equity, • Experience structuring and administering financing facilities, • Awareness of the main PF lenders active in the market; existing relationships a plus, • Broad understanding of Capital Markets and of the bank market in general, including appreciation for typical processes (credit committee; KYC diligence; etc), • Excellent organizational skills, ability to manage multiple workstreams simultaneously, • Comfort reviewing and understanding project finance legal documentation including conditions precedents, reporting requirements, covenants, events of default and other key project finance concepts, • Proven ability to complete tasks under strict deadlines; accountability and ownership of assigned work, • Pride the consistent delivery of a high-quality work product, attention to detail, • Strong written and verbal communication skills both internally and externally – with third party consultants, counsels and capital providers, • Ability to work cross functionally, • High degree of initiative and decisiveness, • Problem-solving skills, • Strong team attitude, easy to get along with, willing to learn and take on new tasks, energetic about getting work done on time and with excellent quality, • Comfort with financial modelling, • Strong contracting and negotiation skills Travel Up to 10% travel as needed Job Level Manager – no direct reports The expected starting pay range for this role is outlined below, in addition to a competitive annual bonus and benefits, 401K, etc. This range is an estimate and base pay may be above or below the ranges provided as our individual pay is determined by several factors including, but not limited to, location, experience, education & certifications, as well as performance. New York Pay Range$130,000—$230,000 USD Origis Energy is an Equal Opportunity Employer (EOC). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. We embrace and encourage our employees' differences as that is what makes our employees unique. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. More information is available here. California Applicants: Please review our California Privacy Policy and Notice at Collection. Request for Support or Accommodations: As part of our effort to provide equal opportunity to qualified disabled veterans and individuals with disabilities, we are happy to offer support and special accommodations in order for you to successfully reach us with your interest. Please reach out to us at if you would like to request help with your application.

Job Description Every day, we work together for what matters – bold, swift, and equitable climate action. ABOUT THE ROLE As a Senior Consultant on the Power Markets team, you will help accelerate 3Degrees’ expansion into the $55B transferable tax credit (TTC) market. Our Power Markets team has a strong reputation of delivering expert renewable energy strategy and implementation services, including advising clients on large, complex transactions such as power purchase agreements (PPAs) and biomethane purchase agreements (BPAs). This position will play an essential role in expanding 3Degrees’ TTC advisory services for corporate clients, which help finance utility-scale clean energy projects. You will provide subject matter expertise on the various aspects of TTC transactions, combining your tax and accounting experience with the team’s deep knowledge of renewable energy projects and energy markets in order to advise clients on the successful execution of tax credit deals. This is a high-impact role requiring a unique blend of tax accounting fluency and a client-facing consulting skillset. You will help move potential advisory engagements from initial sales conversations to close (in conjunction with account executives on the Global Business Solutions (GBS) team) and then execute on those consulting engagements alongside Power Markets team members, all the while providing the technical credibility needed to satisfy corporate tax departments and their external advisors. This is a full time, exempt role reporting to the Associate Director, Power Markets. We value camaraderie, team collaboration, and the benefits of in-person connection, while offering flexibility. For this role, we prefer candidates to join us in a voluntary, flexible hybrid work style in one of our office hubs in San Francisco, CA; Portland, ME; or New York, NY. For exceptional remote candidates, we strongly prefer those located in states where we are currently eligible to hire: CA, OR, NY, WA, ME, TX, CO, MI, FL, MA, MN, VA, DC, GA, UT, and IL. While we prioritize candidates in, or open to relocating to, these states, we may consider outstanding remote candidates from other US states. Please note that hiring in a new state would involve evaluating the implications of establishing a new hiring presence there. Additionally, 3Degrees does not provide relocation assistance for this position. WHAT YOU’LL DO • TTC advisory service build-out: Assist the Associate Director in building-out 3Degrees’ TTC offering, expanding the service line with the full support of the Power Markets and Global Business Solutions (GBS) teams., • Business development: Partner with account executives on the GBS team to pitch TTC solutions to corporate clients. You must be able to translate tax concepts into a compelling business case for C-suite and tax executives while also making it digestible by non-financial stakeholders., • Client stakeholder engagement: Serve as a trusted advisor to our corporate clients, sharing your expertise in educational workshops that align a client’s internal teams—from tax to sustainability—around a shared vision of climate impact and financial efficiency. Act as the technical liaison to clients’ internal and external tax advisors, accounting teams, and legal counsel to ensure credibility and efficacy of 3Degrees’ advisory services., • Strategic sourcing & developer relations: In conjunction with Power Markets team members, nurture meaningful relationships within the renewable energy ecosystem to ensure our clients have access to diverse, impactful TTC project options that are risk-mitigated and highly likely to reach commercial operation., • Risk mitigation & quality assurance: Lead the evaluation of project-level risks, including "recapture" risk and qualification for bonus credits (e.g., domestic content, energy communities), ensuring that all credits presented to buyers meet rigorous standards., • Contract negotiation: Help negotiate Tax Credit Transfer Agreements (TCTAs), working closely with clients’ commercial, tax, accounting, and legal teams. ABOUT YOU • Professional experience: 3-4+ years in accounting, finance, tax equity, investment banking, or specialized energy law. Specific experience in these areas related to renewable energy is certainly a bonus, but not required., • Track record: You have worked as part of a team to help close tax credit transactions and advise clients along the way. Experience in tax equity or other transferable tax credit markets (even outside of renewables) is required., • Tax accounting fluency: You possess practical knowledge of tax credit transferability, as introduced in the Inflation Reduction Act (IRA), and the U.S. Federal Tax Code, specifically Section 6418 provisions. While a CPA is not strictly required, you must be able to build technical trust with corporate accountants and tax advisors., • The "consultative seller" mindset: You enjoy business development and are comfortable being the technical lead on sales calls., • Strong project management: You have demonstrated attention to technical detail and thrive on being the "technical engine" of the consultative engagement., • Communication: Ability to translate complex concepts into "c-suite ready" pitch materials and executive presentations., • Education: A Bachelor’s degree in Finance, Accounting, Economics, or Engineering is required. Advanced degrees (JD, MBA, or Master’s in Taxation) or certifications HOW WE DEFINE SUCCESS Within 30 Days: • Technical upskilling: Empower internal teams by sharing tax and accounting subject matter expertise in relation to TTC transactions, fostering a culture of shared knowledge and cross-departmental fluency., • Sales & consulting materials review & development: Review and improve existing TTC collateral and help develop new sales and consulting materials., • Pipeline identification: Collaborate with account leads to identify clients where TTCs can deepen their decarbonization impact and strengthen their renewable energy portfolios., • Go-to-market strategy: Work with the Associate Director to review and improve the TTC go-to-market plan, including helping to refine value propositions for different corporate buyer personas (e.g., tax-heavy vs. sustainability-driven clients)., • Pipeline velocity: In partnership with the Associate Director and GBS team, help advance at least three qualified prospects from the "Discovery" phase to the "Formal Proposal" or "LOI" stage, demonstrating the ability to address technical tax/accounting objections., • Technical authority: Participate in discovery calls and technical presentations as a subject matter expert, consistently achieving high "technical trust" ratings in internal sales debriefs., • Competitive positioning: Complete an assessment of the TTC competitive landscape, delivering a differentiation guide that enables the sales team to articulate 3Degrees’ unique advantages in the market. COMPENSATION & BENEFITS • Compensation: The minimum and maximum salary for this position is $117,565 to $135,200 in the US. The level of pay within the range will depend on a variety of job-related factors that may include location, role requirements, relevant prior experience and/or education, or particular skills and expertise, • Supplemental Pay: This position is eligible for discretionary bonus programs including the company’s profit sharing program and an annual performance bonus., • This compensation and benefits information is based on 3Degrees’ good faith estimate as of the date of publication and may be modified in the future

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

Job DescriptionSenior Account Executive RTM Business Group Hybrid in NY, NJ, CT Full-time 51-200 employees · B2B Sales / Events Sales 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 creating high-impact experiences across the EdTech, Healthcare, Government, Medical, and Banking sectors. We partner with Fortune 1000 organizations and bring together senior leaders — including the C-suite — for thoughtfully curated content and real peer-to-peer connection. What truly sets RTM apart is our people and how we work. Our events take place in major cities across the country — Los Angeles, Austin, San Diego, Miami, Chicago, Washington, DC, and more — and our teams travel together to make them happen. This isn’t traditional work travel, it’s a shared, fast-paced, hands-on experience that builds trust, strengthens cross-department relationships and creates lasting friendships. We’re a highly collaborative, energetic group that values ownership, accountability, and showing up for one another. We work hard, move quickly, and celebrate wins together — on the road and at home. Why RTM RTM offers a collaborative, entrepreneurial environment where strong performers are trusted, supported, and given real responsibility. You’ll have direct access to leadership, ongoing training and the opportunity to meaningfully contribute to the future growth of our organization. About the Role RTM Business Group is seeking a Senior Account Executive that is excited by the opportunity of a full-cycle sales role. You will focus primarily on new business development 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. You will be responsible for driving meaningful year-over-year revenue growth across RTM’s established and newly launched conference portfolios. You’ll set the tone for sales excellence: disciplined pipeline management, sharp pricing strategy and a culture of accountability and momentum. This role is ideal for someone who thrives in fast-paced, quota-driven environments, understands the nuances of selling high-value B2B events and is motivated by both personal performance and team success. You’ll work across multiple industries — including Healthcare, Technology, Finance, HR, Education, and emerging verticals — partnering closely with senior leadership to shape strategy, launch new products, and scale revenue. Who You Are • A proven B2B events seller with a track record of closing and growing conference/events revenue, • Highly organized, data-driven, and confident in pricing and negotiations, • Motivated by growth, ownership, and being part of a company that is actively scaling, • Proactive, resilient, and effective under pressure in a fast-paced environment, • Self-motivated, detail-oriented, and execution-focused, • Genuine passion for sales, leadership, and professional developmentResponsibilities:, • Own and grow your personal book of business while consistently exceeding revenue targets, • Drive disciplined pipeline management, forecasting, and conversion, • Lead pricing strategy, negotiations, and complex deal execution, • Reinforce a high-energy, collaborative, and results-driven sales culture, • Ensure accurate, timely CRM data entry and reporting, • Oversee event campaign execution to achieve revenue targets across existing and newly launched industries, • Play an active role in new event launches and expansion into new industriesSkills and Qualifications, • 3+ years of experience in B2B events/conferences, • Ability to travel regularly to live events, • Strong professional and interpersonal communication skills, • Bachelor’s degreePreferred Qualifications, • Experience using HubSpot or a comparable CRM platform, • Familiarity with ZoomInfo or similar prospecting and data tools, • Experience partnering with or working closely with Sales OperationsThe Benefits of Working with RTM Business Group, • 15+ days of paid time off, • Flexible, hybrid work model with work-from-home and remote opportunities, • Comprehensive medical, dental, and vision coverage, • 401(k) eligibility after 9 months of employment, • Pre-tax commuter benefits, • Travel to major U.S. cities — all expenses paid, • Opportunities for lateral and vertical growth across teams and departmentsCompensation, • $100,000 base plus commission OTE $150,000, • Performance-based bonuses and incentives with uncapped commission This is a hybrid role for candidates based in NY, NJ, or CT, with the flexibility of remote work and an expectation of two days per week in the office. 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.

Job DescriptionAt Simulmedia, we’re transforming TV and premium video advertising through best-in-class data science, artificial intelligence, and innovative software. Our TV+™ platform enables advertisers to reach audiences across broadcast, cable, connected TV (CTV), and even video games—delivering campaigns with unmatched simplicity, transparency, and measurable impact. For over 16 years, we’ve empowered brand marketers, agencies, and publishers to discover untapped audiences, build awareness, and drive action across the entire marketing funnel.Now, we’re expanding our Pharma/Healthcare capabilities, using our proprietary viewership platform to precisely match patient populations and guarantee delivery of campaigns to the right audiences—accelerating responses and improving health outcomes. The OpportunityWe’re seeking a dynamic, entrepreneurial, and innovative Senior Director, Pharma/Healthcare to lead our efforts in this fast-growing sector. You’ll be the category lead, driving strategy, business development, and team leadership as we scale our presence with leading Pharma/Healthcare brands and agencies. Responsibilities● Pharma Category Leadership: Navigate the Pharma Direct to Consumer landscape, leveraging deep industry knowledge to position Simulmedia’s unique solutions for Pharma/Healthcare clients.● Team Leadership: Lead and mentor a high-performing sales team, identifying key targets, driving client/agency meetings, managing pipeline, and representing Simulmedia at industry events.● Sales Expertise: Use your established network and direct sales experience to position and sell data-driven linear and CTV solutions to top Pharma/Healthcare advertisers and agencies.● Value Proposition Articulation: Clearly communicate the “why” behind Simulmedia’s offerings to senior client and agency stakeholders, focusing on outcomes and business impact.● Business Development: Actively prospect, contact, and develop new business accounts, collaborating with cross-functional teams to expand our Pharma/Healthcare footprint.● Client Consultation: Partner closely with clients and agencies to leverage Simulmedia’s tools for premium video advertising solutions that drive scalable renewals.● Strategic Communication: Provide regular updates to sales leadership on team progress, category trends, and strategic insights. Qualifications● Experience: 7+ years in Pharma/Healthcare advertising across linear TV, CTV, programmatic, or agency roles. Experience at data/measurement platforms a plus.● Industry Knowledge: Deep understanding of Pharma/Healthcare marketing, including drug approval, regulatory requirements, and product launch processes. HCP marketing experience is a plus.● Client Engagement: Proven success engaging directly with Pharma/Healthcare marketers and agency partners.● Relationships: Established connections with decision-makers at leading Pharma/Healthcare advertisers and agencies.● Sales Strategy: Ability to translate Pharma/Healthcare marketing needs to develop go-to-market offerings.● Analytical Skills: Strong data analysis capabilities and intellectual curiosity to understand client needs and media performance.● Personal Attributes: Self-motivated, outgoing, organized, and a strategic thinker with excellent social and presentation skills.● Technical Knowledge: Familiarity with programmatic CTV advertising is a strong plus.Ready to help shape the future of Pharma/Healthcare advertising? Apply today and join a team that’s redefining what’s possible in cross-channel, data-driven video advertising.We're required to include a reasonable estimate of the compensation range for this role. Compensation decisions are dependent on the unique facts and circumstances of each case, but a reasonable estimate of the current base range for this role is $150,000 - $180,000. Note that this range is specific to national metro areas and that offers take into account a wide variety of potential factors considered in compensation, including but not limited to skill, qualifications, accomplishments, experience, credentials, and business needs. Simulmedia offers competitive pay relative to its peers plus a wide range of best-in-class, comprehensive, and inclusive employee benefits. To learn more, visit our Careers Website. Check out our Excellent Benefits & Perks● Fully paid premiums for employee medical, dental, vision, short-term disability, long-term disability and life-insurance coverage for full-time employees ○ Medical by UnitedHealthcare ○ Dental by Guardian ○ Vision by EyeMed● Pre-tax plans for medical flexible spending, dependent care and transit/parking● Flexible paid time off (PTO)● Sick time off● Extensive holiday schedule● Generous parental leave policies after a year of service● Phone and Data reimbursement program● Fully paid Citi Bike membership and helmet stipend with Seamless+ and Lyft Pink● Pet-friendly office● Monthly happy hours, quarterly team building, plus tons of other fun events!● Dedicated workshops for diversity, equity, inclusion and belonging● Park Avenue office with 360-degree views and fully stocked kitchens Simulmedia prioritizes diversity and representation in recruiting, embraces people of all backgrounds and works to create an inclusive culture to help all of our people thrive. We provide equal employment opportunities to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, height, weight, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Discrimination of any type is not tolerated at Simulmedia. This policy applies to all terms and conditions of employment, including recruiting, hiring, promotion, termination, time off, and compensation. Simulmedia is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at . We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionSalary: $64-80K About BRIC: BRIC is a leading arts and media institution anchored in Downtown Brooklyn whose work spans contemporary visual and performing arts, media, and civic action. For almost 50 years, BRIC has shaped Brooklyns cultural and media landscape by presenting and incubating artists, creators, students, and media makers. As a creative catalyst for its community, BRIC ignites learning in people of all ages and centralizes diverse voices that take risks and drive culture forward. BRIC builds Brooklyns creative future. About the Associate Director, Marketing & Communications Role: BRIC seeks an Associate Director, Marketing & Communications to support the development and execution of marketing plans across programming, oversee social media strategy, and ensure brand consistency. This role manages day-to-day marketing operations and partners with the Director on long-term strategy. What Youll Do in the Role: The Associate Director, Marketing & Communications will be responsible for the following in addition to any other project as assigned by their manager, the Director of Marketing & Communications: Strategy & Campaign Leadership • Oversee and implement data-driven marketing campaigns for BRICs event-based and institutional programming., • Support the Senior Director of Marketing & Communications in shaping the public-facing voice, messaging, and positioning across all program areas., • Develop and manage advertising strategies (paid and organic) across platforms, including Google, Meta, and emerging channels, within established budgets. Team Leadership & Workflow Management • Direct and manage two Marketing & Communications Managers in guiding strategy, execution, and professional development., • Oversee the Social Media Manager in content strategy, campaign execution, and archival amplification., • Support cross-departmental marketing efforts across teamsEducation, Performing Arts, Contemporary Arts, BRIC TV, Community Media, Partnerships, Government Affairs, Rentalsto ensure alignment and balance workloads., • Create and manage comprehensive marketing calendars and systems that reflect institutional priorities., • Prioritize competing departmental needs and ensure strong stakeholder communication and support., • Oversee website updates and ensure brand consistency across all digital platforms., • Lead tracking, analysis, and reporting of marketing performance, using insights to guide strategy and resource allocation., • Support the Senior Director in shaping PR strategy and managing external agency relationships., • Build and maintain partnerships with peer arts, cultural, and social justice organizations across New York City, identifying opportunities for cross-promotion and audience growth., • Partner with the Senior Director on institutional messaging and non-event programming., • Contribute to special projects and strategic initiatives as assigned. Youll Bring these Skills and Strengths to the Role: • Experience & Qualifications: Bachelors degree in marketing, communications, arts, and media, or a related field, or equivalent progressive experience; 4+ years of relevant experience, including 2+ years in a leadership role that involved overseeing and managing staff., • Mission & Values Alignment: A passion for BRICs support of the arts in Brooklyn and a deep commitment to building community, igniting learning, and making change through the arts and creativity., • Detail-Oriented: Demonstrates love for writing, and possesses a strong passion for the power of words. Exhibits exemplary grammar, proofreading, editing, and communication skills while being attentive to accuracy., • Excellent Time Management: Organized, deadline-driven, and adept at managing multiple competing priorities., • Deep Knowledge of the Arts: Can speak about the Arts and communicate effectively with artists, curators, and audiences in a language and framework that they understand., • Experience with Data Analytics: Utilizes data and metrics to inform strategic decision-making and both long-term and short-term planning., • Collaborative: Ability to work across departments and teams, synthesizing information and workstreams. Other Things to Know: • Compensation: The annual salary range for this position is $65K - $80K., • Status and Location: This is a full-time, exempt, hybrid role based in our Brooklyn office., • Benefits: BRIC has a comprehensive benefits package, including: paid time off, 403B retirement plan, pre-tax transit cards, medical flexible spending plans and more. BRIC currently pays 100% of the premium for employee medical, dental, and vision coverage starting on the first of the month after 2 months of employment., • Mission & Values: BRIC is committed to building Brooklyn's creative future. We advance opportunities for visual artists, performers, and media makers. We present bold work that reflects diverse audiences and speaks to the world. We ignite learning in people of all ages. We unite Brooklyn through art and creativity to build community and make change. How to Apply: All applicants must submit a resume together with a cover letter outlining the ways in which their skills and experience align with our specific needs via our online application portal found here on our website. Candidates of color and from traditionally underrepresented backgrounds are highly encouraged to apply. BRIC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, gender identity or expression, sexual orientation, national origin, age, religion, creed, disability, military and veteran status, genetic information or any other factor which cannot be used as a basis for an employment decision.

Job Description Location: Remote Department: Servicing & Operations Reports To: Portfolio Manager About Us Port 51 Lending (“Port 51”) is a nationwide non-bank lender in the SBA market, majority owned by MassMutual Insurance Company. We are seeking exceptional candidates to join our growing team! Take your talents and SBA knowledge to the next level by working with a team of experts that proactively and constructively communicate and support each other, their partners, customers and communities. This job is a fully remote position. Role Overview We are seeking an experienced SBA Portfolio Administrator with exceptional credit underwriting capabilities to oversee, monitor, and maintain a diverse portfolio of SBA 7(a) loans. In this role, you will be responsible for the ongoing financial analysis, risk assessment, and servicing of existing SBA loans while ensuring strict adherence to the SBA Standard Operating Procedures (SOPs) and internal credit policies. The ideal candidate is a proactive risk manager who possesses a deep understanding of commercial credit and cash flow analysis. Key Responsibilities Credit Underwriting & Analysis • Conduct comprehensive financial analysis on existing borrowers and guarantors, including spreading and analyzing tax returns, financial statements, and personal financial statements (PFS)., • Perform global cash flow analysis, debt service coverage ratio (DSCR) calculations, and collateral valuations., • Prepare detailed credit memorandums for annual reviews, renewals, modifications, and short-term extensions, presenting clear recommendations to the credit committee., • Manage a designated portfolio of SBA loans, acting as the primary point of contact for borrowers regarding financial reporting and servicing requests., • Monitor and enforce loan covenants, ensuring timely collection of required financial reporting and borrowing base certificates., • Process and underwrite routine and complex SBA servicing requests (e.g., changes in ownership, collateral releases, subordinations, assumptions) in accordance with SBA SOP 50 57., • Ensure all portfolio management activities strictly adhere to current SBA SOPs and federal regulations to protect the SBA guaranty., • Maintain accurate and up-to-date loan files, ensuring all necessary documentation is securely stored and easily accessible for internal and external audits., • Assist in the preparation of reports for senior management regarding portfolio performance, past dues, exceptions, and risk rating distributions.Qualifications & Requirements, • Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field., • Experience: Minimum of 3–5 years of experience in commercial credit underwriting and portfolio management, with a specific focus on SBA 7(a) lending., • Technical Skills: Expertise in analyzing complex corporate and personal tax returns and financial statements., • Regulatory Knowledge: Deep understanding of SBA SOP 50 10 (Origination) and SOP 50 57 (Servicing). We offer a competitive package of compensation and benefits, including: • Base Salary plus Bonus Plan, • Medical, Dental and Vision Insurance, • Life Insurance, • Flexible Spending Accounts, • Paid Vacation, Personal Time Off and Holidays, • 401(k)

Job Description Tax Senior – Public Accounting | Hybrid or Remote Overview: An established and nationally respected public accounting firm is seeking an experienced Tax Senior to join its team. This firm is committed to fostering a supportive, flexible, and purpose-driven culture. The role offers meaningful client-facing work, strong internal growth opportunities, and a hybrid or fully remote work model. Key Responsibilities: * Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, and trusts * Conduct tax research and communicate findings clearly to clients and team members * Assist in the management of client engagements, including planning and supervising staff * Identify tax planning opportunities and help implement tax-saving strategies * Build and maintain strong relationships with clients and internal teams Qualifications: * Bachelor’s or Master’s degree in Accounting or related field * CPA designation or eligibility required * 2–5 years of relevant public accounting tax experience * Strong technical skills and proficiency in tax software * Excellent communication and interpersonal skills Benefits & Work Environment: * Hybrid work model with flexibility to manage your schedule * Fully remote options available for qualified candidates * Collaborative team culture and strong focus on professional development * Competitive compensation and comprehensive benefits package Apply today by sending your resume to or connect with me to learn more! Direct Phone: 605-601-4597

Job DescriptionABOUT US: Founded in 2020, Regal is the AI Agent Platform. Regal gives every company the tools to transform customer communications with delightful AI Agents that are connected to your data, easy to customize and monitor, always available, and ready to take action. Power better support, sales, and operations – with way less effort. Our founders, Alex Levin and Rebecca Greene, helped build Angi (Angie’s List, HomeAdvisor, and Handy) to over $1.5B in revenue. Based in Manhattan, we’re building an in-person culture of entrepreneurs who want to win and build something meaningful. We’re backed by top investors including Founder Collective, Homebrew, and Emergence Capital. Come join us as we create a category-defining company, and follow Regal's company page on LinkedIn to stay up-to-date on our journey and current job openings! We’re moving fast, and the numbers speak for themselves:- Partnered with enterprise brands like Google, AAA, Ro, Coursera- Raised $82M (top tier investors including Emergence & Homebrew)- Completed 250MM+ calls- Driven $7B revenue for customers- Scaled to $## ARR- Built amazing NYC (Midtown) in office culture ABOUT THE ROLE: At Regal, we’re transforming how businesses engage customers with powerful, customizable AI Agents. As a Mid-Market Account Executive, you’ll play a critical role in driving growth by sourcing and generating pipeline, navigating full-cycle sales processes, and closing new business with mid-sized organizations. You’ll partner with leadership, marketing, and BDRs to create targeted outreach, engage senior stakeholders, and deliver Regal’s platform as the solution for modern customer engagement. This role is a great fit for someone who thrives in a dynamic market, enjoys consultative selling, and is comfortable crafting business cases that demonstrate ROI. You’ll help mid-sized businesses adopt AI to reshape their customer engagement, while making a direct and lasting impact on Regal’s expansion in the market.RESPONSIBILITIES: • Drive revenue for Regal’s AI Agent platform by closing new business that showcases measurable outcomes and ROI, • Consistently meet and exceed quarterly and annual sales targets, • Build and maintain a strong pipeline through outbound prospecting, AI-assisted tools, and inbound demand generated with marketing and BDRs, • Engage senior decision makers (CMO, CRO, CTO) in consultative sales processes tailored to their workflows and objectives, • Craft and analyze business cases that highlight Regal’s ROI for mid-market buyers, • Collaborate internally to develop and execute territory plans that ensure consistent pipeline growth, • Stay current on AI adoption trends, buyer needs, and the competitive landscape to drive effective, consultative conversationsABOUT YOU:, • 3-5 years of full-cycle SaaS sales experience with a strong record of meeting or exceeding quota, • Experience selling to marketing, sales, and technology leaders at mid-sized businesses, • Knowledge of AI, automation, or conversational platforms strongly preferred, • Skilled at building and evaluating business cases to communicate ROI and outcomes, • Comfortable managing consultative sales cycles and educating buyers on emerging technologies, • Motivated by building relationships and delivering value that transforms customer engagement, • Energized by contributing to Regal’s momentum in a dynamic, evolving marketBENEFITS/PERKS:, • We care about your health!, • Medical, Dental, and Vision plans - 80% covered by the company, • Flexible PTO & 11 paid holidays/year, • Subsidized ClassPass membership, • We care about future you!, • 401k Plan, • Paid parental leave, • Pre-tax commuter benefits, • We care about connection!, • In-office breakfast and snacks daily, • Happy hours, team outings, & annual off-sites, • Complete laptop workstation

Job Description Director of Finance and Operations New Jersey Institute for Social Justice Newark, NJ Overview The New Jersey Institute for Social Justice is in a season that demands both courage and discipline. As the racial justice sector contracts nationally, the conditions that gave rise to our work — structural inequality, attacks on democracy, barriers to wealth, justice and opportunity — have only deepened. In this moment, durable progress will be shaped by institutions capable of building power, telling the truth, shaping narrative, and advancing structural change at the state and local level. It will be carried by institutions like the Institute that are strong enough to fight and build at the same time — institutions capable of building power from the ground up while sustaining the infrastructure necessary for durable change. The Institute has grown significantly in recent years — in the size of our team, budget, influence, and statewide impact. We are implementing the recommendations of the first-of-its-kind New Jersey Reparations Council, advancing our racial justice advocacy and expanding our litigation capacity. We are deepening our presence in communities across New Jersey and helping shape a national conversation about the role of states in advancing racial justice. To meet this moment, we are seeking a Director of Finance & Operations to serve as a senior leader who will ensure that our internal systems, financial stewardship, and operational discipline are as strong as our advocacy. Reporting to the President & CEO, this person serves as the Institute’s senior operational and financial leader. This role is responsible for translating strategy into execution and ensuring the long-term sustainability of an institution built to endure. Key Responsibilities Finance * Lead annual and multi-year budgeting, forecasting, and financial planning. * Oversee cash flow management, reserves strategy, and long-term financial sustainability planning. * Ensure accurate grant accounting, revenue tracking, and expense allocation across all funding streams. * Develop financial models and scenario analyses to guide strategic decision-making in a volatile funding environment. * Present clear, accessible financial reports and strategic insights to the President & CEO, Board Treasurer, and Board Committees. * Oversee annual audit preparation, tax filings, and regulatory compliance in partnership with external auditors and accounting partners. * Establish and strengthen internal controls, financial policies, and risk management systems to safeguard organizational assets. Operations & Infrastructure * Oversee the Institute’s operational systems, aligning staffing, structure, and administrative capacity with strategic priorities. * Supervise core administrative functions including finance, IT, facilities, procurement, and vendor management. * Ensure payroll, benefits, and reimbursement systems operate with accuracy and accountability. * Build operational systems capable of scaling with continued growth in staff, programs, and geographic reach. * Support senior management coordination and disciplined execution of key initiatives. * Ensure the Institute maintains a culture of accountability, equity, and collaboration by strengthening operational systems, clarifying processes, and supporting cross-department coordination fostering a high-performing work environment. Organizational Planning & Execution * Partner with the CEO and Senior Management Team to translate strategic priorities into operational plans, budgets, and measurable benchmarks. * Oversee tracking and reporting on implementation of the Strategic Plan, identifying risks or capacity gaps and recommending adjustments. * Lead operational planning processes that align, staffing, budget, and programmatic growth. * Oversee RFP processes and consultant engagements, ensuring clear scopes, accountability, and alignment with organizational priorities. Governance & Compliance * Ensure Institute compliance with all financial, legal, and regulatory requirements, including nonprofit tax filings and lobbying reporting. * Partner with the CEO and Governance Committee to maintain strong governance practices and risk oversight. * Coordinate with outside counsel on matters related to contracts, compliance, and risk management. Board & Stakeholder Engagement * Support the CEO and the Board, including attending Board and Board Committee meetings, ensuring appropriate coordination, gathering data, preparation of materials, and timely follow-up on action items. * Serve as primary staff liaison to the Board’s Audit, Finance, and Investment Committees. * Maintain Board records, including attendance, engagement, and giving, in coordination with the administrative director. * Support CEO and the Chair of the Governance Committee in developing and maintaining a pipeline of Prospective Trustees to ensure that the Institute has a list of potential new Board members with the skills and experience to benefit the Institute. * Coordinate Board self-assessments and governance processes, working with the Governance Committee and external consultants. Development * Partner with the Development Team to align financial planning with fundraising strategy. * Develop grant budgets and ensure timely, compliant financial reporting to funders. * Provide revenue forecasting and scenario planning to support diversification of funding streams. * Monitor progress toward annual and multi-year revenue targets in partnership with the CEO and Development leadership. Attributes * Deep commitment to the Institute’s mission and vision, with a demonstrated dedication to advancing racial justice and aligning decisions with organizational values. * Strategic and systems thinker who can translate big-picture goals into clear, actionable plans, balancing long-term vision with day-to-day execution. * Bias toward action and accountability, with a proactive, solutions-oriented approach and the ability to operate effectively in a fast-paced environment where priorities shift, conditions change, and adaptability is essential to delivering results. Qualifications & Experience * The ideal candidate will possess a Bachelor’s degree in Nonprofit Management, Business Administration, Public Administration, Accounting, or a related field; a Master’s degree is preferred but not required. * A CPA or similar financial certification is preferred; however, candidates with equivalent professional experience will be considered. * 8–10+ years of progressive leadership experience in nonprofit operations and financial management. * Demonstrated experience managing or overseeing budgets of $5M or more. * Deep expertise in nonprofit financial planning, grant accounting, compliance, and audit management. * Experience scaling systems and infrastructure in a growing organization. * Experience working closely with an engaged Board of Trustees, particularly Audit, Finance, and Investment Committees. * A demonstrated commitment to racial justice and advancing mission-driven impact. * Sound judgment, steady leadership, and the ability to build systems without building bureaucracy. Compensation: This is a full-time, exempt position with a salary range of $150,000–$175,000, commensurate with experience. Benefits: * Medical, Dental, and Vision Insurance – Eligible from day one with 85% employer contribution. * Employer-Paid Life Insurance. * Flexible Spending Accounts (FSA) – Includes medical, commuter, and dependent care plans. * Medical Reimbursement Plan. * 401(k) Plan – Eligible after 90 days of employment with a 3% safe harbor contribution. * Generous Paid Time Off – Vacation, sick, personal, and holiday leave. Application Process: Applications will be accepted on a rolling basis until the position is filled. To be considered, please submit a cover letter, resume and three professional references. Attach all required documents to this job posting. For inquiries, please contact our recruitment team at , ensuring that you reference the specific position in your email. About the New Jersey Institute for Social Justice: Founded in 1999 by Alan V. and Amy Lowenstein, the Institute builds reparative systems that create wealth, transform justice, and expand democratic power from the ground up. The Institute’s racial justice work—driven by a dynamic team and stellar Board of Trustees—has become a national model for states as places to build community power. Through an integrated strategy that weaves together community organizing, research, public education, narrative change, advocacy and litigation, the Institute turns people power into durable change. The Institute advocates for systemic reform that is at once transformative, achievable in the state, and replicable in communities across the nation. Powered by JazzHR ziYXxZ1TA1

Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Boca Raton, FL, Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client's other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently. RESPONSIBILITIES: • Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns., • Build and maintain strong relationships with high-net-worth clients and their families., • Understand clients' financial goals, objectives, and family dynamics., • Provide expert advice on trust and estate planning strategies tailored to individual client needs., • Provide guidance, training, and support to team members., • Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family's goals., • Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives., • Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents., • Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes., • Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors., • Stay updated on changes in tax laws and advise clients on tax-efficient strategies., • Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients., • Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs. Education: • Bachelor's degree in law, accounting, finance, or related field., • 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients., • Strong knowledge of trust and estate laws, tax laws, and regulations., • Excellent leadership and team management skills., • Exceptional communication and interpersonal skills for building and maintaining client relationships., • Detail-oriented with a high level of accuracy in work., • Ability to analyze complex financial situations and develop customized 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., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job DescriptionABOUT US: Founded in 2020, Regal is the AI Agent Platform. Regal gives every company the tools to transform customer communications with delightful AI Agents that are connected to your data, easy to customize and monitor, always available, and ready to take action. Power better support, sales, and operations – with way less effort. Our founders, Alex Levin and Rebecca Greene, helped build Angi (Angie’s List, HomeAdvisor, and Handy) to over $1.5B in revenue. Based in Manhattan, we’re building an in-person culture of entrepreneurs who want to win and build something meaningful. We’re backed by top investors including Founder Collective, Homebrew, and Emergence Capital. Come join us as we create a category-defining company, and follow Regal's company page on LinkedIn to stay up-to-date on our journey and current job openings! We’re moving fast, and the numbers speak for themselves:- Partnered with enterprise brands like Google, AAA, Ro, Coursera- Raised $82M (top tier investors including Emergence & Homebrew)- Completed 250MM+ calls- Driven $7B revenue for customers- Scaled to $## ARR- Built amazing NYC (Midtown) in office culture ABOUT THE ROLE: At Regal, we’re transforming how businesses engage customers with powerful, customizable AI Agents. As an Enterprise Account Executive, you’ll play a critical role in driving new business by sourcing and generating pipeline, navigating complex sales cycles, and closing new business with large, strategic organizations. You’ll engage senior executives across marketing, sales, and technology, craft compelling pitches, and partner closely with leadership, marketing, and BDRs to execute account strategies. This role is ideal for a driven seller who thrives on building new relationships at the executive level, guiding organizations through Regal’s value proposition, and crafting business cases that demonstrate clear ROI. You’ll make a lasting impact by helping us define the category and transform customer engagement for enterprise-scale businesses. Our team is looking for a driven and passionate seller who can speak with conviction, craft compelling pitches, and is eager to make a lasting impact at their next AI company!RESPONSIBILITIES: • Drive revenue for Regal’s AI Agent platform by closing complex, enterprise-scale deals that demonstrate clear ROI and transformation potential, • Consistently meet and exceed quarterly and annual sales targets, • Build and maintain a high-quality pipeline through outbound prospecting, AI-assisted tools, and strategic outreach, • Engage senior stakeholders (CMO, CRO, CTO, CIO) and guide them through Regal’s value proposition with a consultative, outcomes-focused approach, • Craft and evaluate business cases that quantify ROI and align Regal’s solutions with customer objectives, • Collaborate with leadership, marketing, and BDRs to create and execute multi-threaded account strategies, • Stay current on AI trends, buyer needs, and the competitive landscape to drive informed, strategic conversationsABOUT YOU:, • 5-7+ years of full-cycle SaaS sales experience with a proven track record of exceeding quota in enterprise sales, • Success selling into executive buyers across marketing, sales, and technology functions, • Skilled at managing complex sales cycles and engaging multiple stakeholders in consultative, strategic conversations, • Experience with AI, automation, or conversational platforms strongly preferred, • Demonstrated ability to build and analyze business cases that highlight ROI for customers, • Strong ownership mindset with examples of delivering exceptional results, • Excited to shape the future of customer engagement in a dynamic, category-defining environmentBENEFITS/PERKS:, • We care about your health!, • Medical, Dental, and Vision plans - 80% covered by the company, • Flexible PTO & 11 paid holidays/year, • We care about future you!, • 401k Plan, • Paid parental leave, • Pre-tax commuter benefits, • We care about connection!, • In-office breakfast and snacks daily, • Happy hours, team outings, & annual off-sites, • Complete laptop workstation

Job Description Summary: The Payroll Specialist is responsible for the accurate and timely delivery of payroll and E-Timekeeping for Safe Horizon. This role requires significant interactions with PX Partners, senior business leaders, external vendors and various other internal stakeholders to understand stakeholder needs, optimize processes, align and harmonize system requirements and processes and drive required change management. Additional responsibilities include developing and implementing strategies for given processes, advising agency management in Payroll/PX policy and program matters, appropriately escalating issues, and making or recommending appropriate decisions. Responsibilities: • Administer bi-weekly payroll, including garnishments, benefits and taxes consistent with federal and state wage and hour laws., • Ensure the processing of new hires, transfers, promotions and terminations are accurate and timely., • Critically review and analyze payroll, benefits and tax procedures., • Maintain employee payroll files including W4 forms, timesheets etc., • Liaise between Human Resources and Finance to ensure constant communication of pertinent employee information, accuracy of payroll records,, • Maintain security procedures designed to ensure the confidentiality of all payroll-related information., • Prepare payroll-related documentation; reviews same to ensure accuracy after submittal., • Audit paychecks and related documentation prepared by UKG, confirm accuracy of all materials. Audit payroll balance sheets, YTD earnings, etc., • Respond to all inquiries for payroll information., • Provide support in researching and resolving UKG payroll-related problems or unexpected results; perform scheduled activities, recommend solutions or alternate methods to meet requirements., • Propose improvements, solutions, and/or variations from established policies., • Create, maintain and support a variety of reports or queries utilizing appropriate reporting tools. Assist in development of standard reports for ongoing user needs., • Help maintain data integrity in UKG payroll systems by running queries and analyzing data., • Develop user procedures, guidelines and documentation., • Train new UKG E-TIME users on processes and functionality., • Partner with PX and benefits in aligning and implementing payroll and benefits enhancements in the UKG platform., • Ensure systems are set-up and updated to reflect our current employee base, including wages, benefits, sick and vacation time., • Prepare relevant management reports, including weekly, monthly, quarterly and year-end reports (gross payroll, hours worked, vacation accrual, tax deductions, benefit deductions, etc.). Interacts with: • Program, PX, and Operations Staff, • Finance Department Staff, • UKG/Payroll Service Providers, • Auditors Qualifications: • 3+ years of progressive experience, • Experience servicing multiple sites, • Certified Payroll Professional strongly preferred., • Experience with UKG Pro and WFM preferred, • Bachelor’s degree in Accounting, Human Resources or related field, or equivalent relevant experience is preferred, • Proficient at MS Office (especially Excel), • Demonstrated excellence in customer relations and building partnerships, • Demonstrated ability in prioritizing multiple projects, • Knowledge of related federal / state / local laws and regulations, • Ability to identify and troubleshoot problems and create methodology to fix the problems efficiently while under pressure, • Possession of excellent oral and written communication skill. If hired, I agree to abide by all of Safe Horizon’s rules and regulations, and understand that, if employed, my employment may be terminated with or without cause, and with or without notice, at any time, at the option of either the company or me. I further understand that no representation, whether oral or written by any representative or agent of the organization, at any time, constitutes a contract of employment. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. Technology Statement: Applicants may be responsible for providing the equipment and tools they need to work remotely as required, such as access to a computer, internet service, and phone service. Safe Horizon will discuss potential solutions with candidates and may assist where needed and agreed to in advance. Please follow this link to view complete EEO Law and complaint filing information: Know Your Rights: Workplace discrimination is illegal

Job Description Head of Tax Operations and Strategy Position Overview The Head of Tax Operations & Strategy is the firm’s senior tax leader, owning tax strategy, technical governance, and end-to-end compliance across all fund and corporate entities. This role serves as the primary tax advisor to the investment team and partners, leads all external advisor relationships (PwC, KPMG, HedgeServ), and is the final decision-maker on tax classification, reporting positions, and structuring across a multi-strategy, cross-asset platform. This is a hands-on, high-judgment role requiring deep technical expertise in fund tax and the communication skills to advise partners and investors with the utmost discretion. Core Responsibilities:- 1) Tax Strategy & Technical Oversight · Define and enforce tax treatment of complex investment activities · Interpret how economic transactions map to tax outcomes · Provide guidance on booking methodology to achieve intended tax results · Act as final decision-maker on tax classification and reporting positions · Advise on structuring implications of Event Driven and Credit investments, including use of SPVs and blockers where necessary · Proactively identify tax risks, elections, planning opportunities, and compliance considerations at the transaction stage · Monitor and interpret tax law developments; translate into actionable guidance for internal stakeholders 2) Fund Tax Operations & Reporting · Oversee accuracy and integrity of tax data from Third Party Administrator and Tax Preparers · Own end-to-end delivery of: o Tax lot / holding period reports o Realized gain/loss reporting o IRS and other US and foreign (e.g. Switzerland, UK) tax compliance reporting, filings (K-1s, corporate and individual tax returns) · Review and validate outputs before dissemination to: o Investors o Partners o Internal stakeholders · Assist with tax planning and forecasting of taxable income positions across fund entities · Ad hoc projects as required 3) Corporate Entity & Partner Tax Operations & Reporting · Manage annual tax calendar for US Federal, State and foreign offices as needed. Lead coordination of: Partners estimated tax payments o Partner extensions and filings (federal, state, international) · Individual partner tax planning and compliance · Defend all tax positions on returns; manage strategic and tactical responses to IRS, state, and foreign audits and information requests · Ad hoc projects as required 4) External Advisor & Third Party Administrator Management · Direct and oversee work of: o PwC (tax advisors) o KPMG (filings/compliance) o HedgeServ (Fund Administrator) · Lead relationship for external provider engagement, assessment and fee negotiations · Establish internal positions and ensure external parties execute · Resolve tax deliverables across: o Middle Office o Fund Accounting o Tax Reporting groups 5) Cross-Functional Coordination · Serve as the bridge between investment, accounting, and operations · Assess and direct: o Investing activities tax implications across a multi-strategy, cross asset class platform o Accounting and tax treatment of investment operations · Communicate relevant tax developments to CIO, Partners, investment team, and investors on a regular basis · Coordinate with: o CIO / Partners / Investment team o Fund Accounting o Treasury & Operations o Investor relations 6) Transaction-Level Advisory · Advise on structuring implications of Event Driven and Credit investments and use of SPVs and blockers where necessary · Analysis for structured trades, reorgs, corporate actions · Partner with Legal and Investment Analysts on review of fund and investment documents (LPAs, LLC agreements, subscription agreements, side letters) · Own preparation and maintenance of written tax analyses, transaction memoranda, and internal guidance documenting tax positions and assumptions 7) Leadership & Process Improvement · Own tax function process design, technical governance, documentation standards, and continu Requirements 10+ years buy-side tax strategy experience with investment management or Fund Tax Strategy background · Specific focus on convertible bonds, equity derivatives and tax impact on hedging strategies · Working knowledge of trading hedge fund structures, tax lot analyses · Experience managing external tax advisors (Big 4 preferred) and fund administrators · Ability to communicate with CIO, partners on investment and personal tax matters with utmost discretion · Strong written and oral communication skills; ability to simplify complex tax concepts for non-tax stakeholders · Ability to work individually and across functional groups for desired results · Take initiative to identify and think laterally for revenue generating or tax optimising strategies · CPA required; advanced degree in Taxation (LLM, MST) preferred Benefits 10+ years buy-side tax strategy experience with investment management or Fund Tax Strategy background · Specific focus on convertible bonds, equity derivatives and tax impact on hedging strategies · Working knowledge of trading hedge fund structures, tax lot analyses · Experience managing external tax advisors (Big 4 preferred) and fund administrators · Ability to communicate with CIO, partners on investment and personal tax matters with utmost discretion · Strong written and oral communication skills; ability to simplify complex tax concepts for non-tax stakeholders · Ability to work individually and across functional groups for desired results · Take initiative to identify and think laterally for revenue generating or tax optimizing strategies · CPA required; advanced degree in Taxation (LLM, MST) preferred

Job Description Experienced Senior Tax Associate Job Description Responsibilities • Preparation and review of corporate, partnership, trust, and individual income tax returns, • Work independently and collaboratively with tax team, • Produce accurate and timely tax projections and filings, • Perform research projects in response to client issues and inquiries, • Utilize high level of effective organization and time management skills to manage multiple engagements, • Participate in firm marketing activities and commit to providing superior client service, • International tax research and preparation, • Plan tax engagements and coordinate and oversee staff to meet concurrent deadlines, • Respond to inquiries from regulatory agencies and provide support for federal and state audits, • Support client accounting functions related to general ledger classifications, adjusting entries and assisting with tax accruals, • Support and collaborate with affiliated domestic and international Moore Global firms, • Direct supervision of 5 employees (4 tax staff professionals and 1 tax staff intern) Requirements and skills • Bachelor’s degree in Accounting, Finance, Economics, or another related field, • 5+ years of Tax experience, • CPA License, • Knowledge of Axcess and XCM is a plus, • Excellent communication skills (verbal and written), • Demonstrated ability to work in a fast-paced business environment, • Organizational and time management skills, • Strong interpersonal skills and the ability to successfully interact with direct reports and various levels of business unit management, • Ability to solve problems in a timely manner, using research and reasoning to develop solutions, • Ability to occasionally travel to client locations, • Must have proficiency in MS Office (MS Word, MS Excel and MS PowerPoint, in particular)

Job DescriptionWHO WE ARELindblad Expeditions is a true pioneer in Expedition Travel. From taking the first citizen explorers to Antarctica in 1966, opening the Galapagos and Easter Island to tourism in 1967, leading the first tourist expedition through the Northwest Passage in 1984, and launching our innovative partnership with National Geographic in 2004, we're now taking almost 30,000 guests a year to some of the world’s most remote and pristine locations on our fleet of 20 ships, and are committed to ensuring our guests experience the “Exhilaration of Discovery”. JOB SUMMARY As a member of the Accounting Department, the Senior Accountant will play a critical role within the Finance organization, owning various core operational accounting activities. This role is responsible for ensuring the accuracy and integrity of owned accounting areas, assisting with the month-end close process and internal and external financial reporting. This role partners with various cross-functional departments of all levels, including SOX/Internal Audit , FP&A, IT and operational teams. The ideal candidate is a driven, detail-oriented individual who thrives in a fast-paced environment, takes ownership of their work, and is passionate about continuous improvement. The Senior Accountant will not only execute core accounting responsibilities with precision but will also bring curiosity, initiative, and a solutions-oriented mindset to help streamline processes and raise the bar for operational excellence. KEY RESPONSIBILITIES • Perform daily accounting activities including preparing and reviewing journal entries, account reconciliations, and variance analyses., • Own assigned accounting areas including revenue and intercompany, ensuring accuracy and completeness in accordance with GAAP., • Assist in the monthly, quarterly, and year-end close processes, meeting all deadlines with high-quality results., • Operate key controls and maintain documentation to ensure ongoing SOX compliance across assigned areas., • Assist with preparation of SEC filings by providing accurate and timely schedules, analyses, and reports to the Head of SEC Reporting and Technical Accounting., • Partner cross-functionally with FP&A, Operations, and other departments to ensure timely and accurate financial reporting., • Identify and implement process improvements to enhance efficiency, accuracy, and internal controls., • Support the implementation of new accounting systems, tools, or process enhancements., • Bachelor’s degree in accounting., • 3-5 years of progressive accounting experience (public accounting and/or corporate accounting preferred)., • CPA and public company experience preferred, • Strong understanding of U.S. GAAP and general accounting principles and internal controls, • Excellent attention to detail, organizational, and analytical skills., • Proven ability to meet deadlines and manage multiple priorities in a dynamic environment., • Advanced proficiency in Excel., • Experience with ERP systems such as NetSuite, SAP, Dynamics, • Strong communication and interpersonal skills with a collaborative approach.

Job Description Title: Tax Senior, Technology & Professional Services Department: Tax, Technology & Professional Services Supervises: N/A Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: As a Tax Senior specializing in Technology & Professional Services Group, you will play a crucial role in providing tax advisory and compliance services to clients within the technology and professional services industries. Your responsibilities will include analyzing complex tax issues, developing strategies to minimize tax liabilities, and ensuring compliance with relevant regulations. You will work closely with clients, and internal teams to deliver high-quality tax solutions and support the overall success of the firm. RESPONSIBILITIES: • Proactively identify and propose solutions to problems/technical issues that arise., • Prepare neat and orderly supporting workpapers that are easy to follow., • Engage with clients, such as gathering client workpapers and open items, etc., • Develop strong knowledge of clients and the Technology & Professional Services industries, while providing a higher quality deliverables or services., • Ensure accurate and timely preparation of tax returns, including income tax, sales tax, and other relevant filings., • Stay up-to-date with changes in tax laws and regulations affecting the technology and professional services industries., • Conduct in-depth research on complex tax issues and provide recommendations based on findings. Education: • Bachelor's degree in Accounting, Finance, or related field., • 2+ years of experience in tax planning and compliance, preferably with a focus on the technology and professional services industries., • Strong knowledge of tax laws, regulations, and compliance requirements., • Excellent analytical, problem-solving, and communication skills. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job DescriptionAbout UsCanary Technologies is changing the game for hotels with modern software powered by Canary's hospitality-specific AI platform. Canary is utilized by 20,000+ hoteliers in 100+ countries to equip hoteliers with the technology they need to work smarter and wow their guests. Major hotel brands such as Wyndham, Marriott, IHG, Four Seasons, Rosewood, and Best Western trust Canary to deliver results. Canary was named a 2024 Deloitte Technology Fast 500™ company, a Most Innovative Company by Fast Company and a HotelTechReport Best Place to Work — and is backed by top Silicon Valley investors like Y Combinator, F-Prime, Brighton Park Capital and Insight Partners. Join us in shaping the future of hospitality! About the Role The Senior Accountant will play a critical role in ensuring the accuracy, integrity, and timeliness of the company’s financial reporting. This position will own key accounting processes end-to-end, support month-end close, and collaborate cross-functionally to improve financial operations. You will also support core financial operations - including billing, revenue processes, and adherence to GAAP - ensuring the company maintains a high standard of financial discipline. This is a high-impact role for someone who thrives in a fast-paced, growth-stage environment. Responsibilities • Manage key components of the monthly, quarterly, and annual close process, ensuring accuracy and adherence to deadlines., • Prepare and review journal entries, account reconciliations, and detailed variance analyses., • Own critical balance sheet and P&L areas, such as revenue, accruals, prepaid expenses, fixed assets, or payroll accounting., • Support annual financial statement audits, tax filings, and compliance deliverables., • Partner with FP&A, Operations, and other teams to ensure financial information is complete, accurate, and consistent., • Identify opportunities to automate or streamline accounting processes and drive operational excellence.Qualifications, • Bachelor’s degree in Accounting, Finance, or related field; CPA or CPA-track strongly preferred., • 4–6+ years of accounting experience, ideally with a mix of public accounting and private industry., • Strong understanding of GAAP, financial reporting, billing processes, and accounting operations., • Hands-on experience with Maxio (or comparable system) for revenue, billing, or subscription management is required., • Advanced Excel/Sheets skills; experience with modern ERP systems (e.g., NetSuite) is a plus.