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Investment Tax Manager Corporate Tax Department Full Time Boston, MA or New York, NY This is an individual contributor role The Opportunity The Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment. The Team As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. The Impact • Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables, • Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently, • Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results, • Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios, • Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners, • Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests, • Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls, • Mentor and develop tax professionals, providing coaching and fostering professional growth across the team, • Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations The Minimum Qualifications • CPA or certification in process or Enrolled Agent, • Bachelor's Degree, • 7+ years of tax experience from public accounting or financial services, • 5+ years of Income tax (ASC740) provision experience The Ideal Qualifications • 8+ years of progressive tax experience in public accounting, corporate tax, or both, including complex tax matters, • Insurance or asset management tax experience, with exposure to investment taxation across asset classes, • Experience with tax technology, ERP systems, and system implementations, • Passion for leveraging technology, automation, data analytics, and AI to improve processes and efficiency, • Proven success leading transformation, process improvement, or change management initiatives, • Experience mentoring, developing, or leading tax professionals, • Strong analytical, problem-solving, and data management skills, • Ability to manage multiple priorities and deliver results in a fast-paced environment, • Project management experience; certification preferred, • Experience with deferred tax accounting, reconciliations, audits, and auditor relationships, • Self-starter with a track record of ownership, initiative, and execution, • Strategic thinker with a hands-on approach to delivering results, • Excellent communication skills with the ability to simplify complex tax concepts for diverse audiences What to Expect as Part of the Team • Regular meetings with the Investment Tax Team, • Focused one-on-one meetings with your manager, • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups, • Access to learning content on Degreed and other informational platforms, • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Head of Investor Relations | DeepTech (hardware + AI) | NYC \n Hybrid working environment (Manhattan, NYC) \n $250/270k + bonus + equity \n \n Talentedge are partnering with a VC backed DeepTech company, spanning advanced hardware and AI. Backed by leading venture capital investors, the company has raised substantial capital to fund the development of its technology and is entering its next phase of growth, marked by an expanding footprint in the United States and a deepening bench of institutional investors. As part of this growth, the company is building out a New York presence and hiring its first dedicated Investor Relations Lead. \n \n This is a rare opportunity to build the Investor Relations function from the ground up at a high-growth, capital-intensive DeepTech business. Reporting into the CFO, the Head of Investor Relations will own the company's relationships with existing and prospective investors, shape how the equity story is told to the market and be a central partner in future fundraising rounds. This role suits someone who has trained in investment banking and has since moved in-house to operate as a builder inside fast-growing, venture-backed technology or hardware companies — ideally with first-hand experience supporting the kind of large, complex rounds ($100m+) that capital-intensive DeepTech businesses require. \n \n Key responsibilities: \n\n • Own Investor Relations end-to-end: act as the company's first dedicated IR hire, building the strategy, processes, and infrastructure for how the company engages with its investor base.\n, • Lead investor relationships: serve as a trusted, day-to-day point of contact for existing institutional investors (VC and growth equity), and cultivate relationships with prospective investors ahead of future rounds.\n, • Drive fundraising execution: partner closely with the CEO, CFO, and Finance team to prepare for and run future capital raises, including data room management, due diligence coordination, investor materials, and process management for $100m+ rounds.\n, • Shape the equity narrative: craft and continually refine the company's investment thesis and equity story, translating complex hardware and AI technology and R&D roadmaps into a compelling narrative for financial audiences.\n, • Own investor communications: manage the cadence of investor updates, quarterly reporting, board materials support, and responses to ad hoc investor queries.\n, • Build IR infrastructure: stand up the systems, trackers, and processes (e.g. investor CRM, reporting templates, KPI packs) needed to run a professional IR function at scale.\n, • Represent the company externally: attend and, over time, help organize investor conferences, roadshows, and relevant industry events.\n, • Plan ahead: help the leadership team think through the company's long-term capital strategy, including potential future growth equity, crossover, or pre-IPO investors as the business matures.\n, • Cross-functional partnership: work closely with Finance, Legal, and Communications to ensure investor-facing messaging is accurate, consistent, and aligned with broader company narrative.\n\n \n Profile: \n\n • Investment banking foundation: trained in investment banking, ideally with exposure to technology, hardware, industrials, or growth equity coverage.\n, • Operator experience: has since moved in-house and worked as an operator (e.g. in Investor Relations, Corporate Development) at one or more VC backed hardware or technology startups/scaleups.\n, • Track record with large rounds: direct experience supporting or leading fundraising processes for VC backed companies that have consistently closed $100m+ rounds (e.g. Series C and beyond, or large growth rounds).\n, • Comfort with capital-intensive businesses: understands the funding dynamics, capital intensity, and longer development and commercialization cycles typical of hardware and DeepTech companies.\n, • Financial fluency: strong financial modeling, valuation, and analytical skills, with the ability to translate technical and operational detail into an investor-ready narrative.\n, • Builder mindset: excited to build a function from scratch as a first hire; highly organized, self-directed, and comfortable operating with a high degree of ownership and ambiguity.\n, • Relationships: existing relationships across the growth-stage and late-stage venture ecosystem (VC and crossover investors) are a strong plus.\n\n \n Talentedge are a leading & accounting recruiter for the tech and media startup & scaleup community across New York & London.

This Senior Tax Manager opportunity is for a real estate tax leader who wants to do more than oversee compliance. You will lead complex engagements, advise clients on consequential tax decisions, develop the professionals around you, and help shape the direction of a growing practice. \n \n You will own tax relationships with real estate owners, investors, and businesses, serving as a senior advisor on planning, partnership structures, transactions, and complex federal, state, and local tax matters. From setting engagement strategy through final delivery, you will bring technical judgment to the issues that matter most to clients and work across the practice to turn that expertise into practical advice. \n \n Leadership is central to the role. You will set priorities across engagements, uphold technical quality, mentor and develop tax professionals, and help deepen client relationships. This is an opportunity to influence how the team operates and grows, not simply manage a portfolio of returns. \n \n The ideal candidate brings substantial public accounting experience in real estate tax, deep knowledge of partnership taxation and complex flow-through structures, and a demonstrated ability to lead engagements and advise clients directly. A CPA or other relevant advanced tax credential is preferred. \n \n The role offers a hybrid schedule, a collaborative and technically strong team, and a competitive benefits package. You will have the autonomy to own client relationships and the opportunity to build toward broader practice leadership.

COMPENSATION & BENEFITS \n \n $120,000 – $140,000 annually, based on experience. \n • 401(k) plan \n • Health insurance \n • Dental and vision coverage \n • Paid time off \n • Career growth opportunity to advance into an Operations Manager or Financial Advisor role \n \n This role supports our financial advisors by managing the day-to-day operational and client service functions of the practice, from new account opening through ongoing account servicing, reporting, and compliance recordkeeping. \n \n NEW ACCOUNTS & ONBOARDING \n • Open new accounts in Wealthscape — individual, joint, trust, entity, IRA, Roth, inherited IRA, and 529 registrations \n • Route documents through eSignature (DocuSign) and track envelope status to completion \n • Review submissions for NIGO items, work Wealthscape requirements and alerts, and follow up with Fidelity service teams until accounts are in good order \n • Initiate and monitor ACATS and non-ACATS transfers using the Transfer of Assets tool; track through funding and notify advisors of delays or rejects \n • Verify CIP/KYC documentation and establish client records in the CRM \n • Enroll clients in Wealthscape Investor, eDelivery, checkwriting, and debit card features \n \n ACCOUNT SERVICING & MAINTENANCE \n • Process address, beneficiary, registration, and standing instruction updates \n • Set up and process money movement: EFT/ACH, wires, journals (book-to-book), contributions, distributions, and RMDs \n • Handle Roth conversions, 60-day rollovers, and IRA recharacterizations \n • Process date-of-death transfers, inherited IRA setups, and account closures \n • Complete margin and options agreements; monitor and resolve Reg T and cash account calls \n • Serve as day-to-day contact for client service requests, portal access, and login or technical issues \n • Support alternative investment paperwork and custody documentation \n \n DATA, REPORTING & BILLING \n • Run and submit advisory fee billing through Wealthscape; verify fee schedules and reconcile fees received \n • Assist clients and advisors with statements, trade confirms, and tax forms (1099, 5498, 1099-R) \n \n COMPLIANCE & RECORDKEEPING \n • Maintain books and records in accordance with the firm's written supervisory procedures \n • Ensure advisory agreements, Form ADV/CRS delivery, and required disclosures are documented and current \n • Support annual compliance reviews, mock audits, and regulatory or custodian requests \n • Escalate exceptions, suspicious activity, and senior or vulnerable client concerns to the Chief Compliance Officer \n \n PROCESS & SYSTEMS \n • Build and maintain CRM workflows; keep client and household data accurate \n • Document and update standard operating procedures for recurring operational tasks \n • Serve as primary liaison with Fidelity Institutional service, relationship, and transition teams \n • Support integrations between Wealthscape and firm systems via Integration Xchange \n • Identify and implement improvements to reduce turnaround time and error rates \n \n QUALIFICATIONS \n \n • 3+ years of operations or client service experience supporting financial advisors \n • Hands-on experience with Fidelity/NFS Wealthscape strongly preferred \n • Proficiency with CRM and portfolio accounting/reporting systems; strong Excel skills \n • High attention to detail with the ability to manage multiple time-sensitive requests \n • Clear written and verbal communication with clients, advisors, and custodian service teams \n • Bachelor's degree preferred \n \n Series 7 and Series 66 (or Series 65/63) licenses are a major plus.

Lead high-profile private equity fund engagements, mentor talented teams, and accelerate your career with a growing industry leader offering strong compensation, bonus potential, and exposure to complex investment structures! This Jobot Job is hosted by: Brad Trombly Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $100,000 - $170,000 per year A bit about us: A leading private capital services organization is seeking a Fund Accounting Manager to join its expanding fund administration team. This role offers the opportunity to oversee complex private equity fund operations, support premier investment sponsors, and lead teams responsible for critical accounting and reporting functions across the full fund lifecycle. The ideal candidate will bring deep private equity fund accounting expertise, strong leadership capabilities, and a passion for delivering exceptional client service. Why join us? Competitive salary of $100,000 - $170,000 annually Discretionary performance bonus Comprehensive benefits package Exposure to the full private equity fund lifecycle Opportunity to work with newly launched and innovative investment funds Leadership and team development responsibilities Significant career advancement opportunities Ongoing professional and technical development Collaborative, entrepreneurial work environment Opportunity to influence operational efficiencies and process improvements Job Details Partner closely with Directors and Managing Directors to oversee daily fund operations Independently manage accounting and operational activities for private equity funds Serve as a primary point of contact for clients with limited oversight Analyze Limited Partnership Agreements (LPAs) and governing documents to summarize key economics and fund structures Supervise, mentor, and develop accounting team members Oversee preparation and review of capital calls, distributions, financial statements, waterfalls, IRR calculations, and related deliverables Review and approve fund deliverables prior to senior leadership review Perform complex analyses of financial reporting, capital events, and private equity transactions Support onboarding and setup of new client fund structures Drive process improvements and operational efficiency initiatives Ensure delivery of high-quality client service and regulatory compliance Coordinate with internal and external stakeholders on fund reporting matters Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

\n About the Company \n \n We are partnering with a highly respected Top 10 wealth management firm whose Family Office division is seeking a Principal Tax Manager to join its growing New York team. \n \n About the Role \n \n This is a highly visible opportunity for an experienced CPA who thrives in a client-facing environment and enjoys working on sophisticated individual, trust, gift, foundation, partnership, corporate, and international tax matters. The role offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families while collaborating with a multidisciplinary wealth management team. \n \n Responsibilities \n \n\n • Review complex individual income tax returns, including multi-state filings\n, • Oversee and review gift, trust, partnership, corporate, and private foundation tax returns\n, • Prepare and review quarterly tax projections, estimated tax calculations, and extensions\n, • Advise high-net-worth individuals and families on tax planning opportunities and financial matters\n, • Conduct tax research and develop solutions for complex tax issues\n, • Assist clients with tax notices, audits, and regulatory matters\n, • Support foreign tax reporting and compliance requirements\n, • Collaborate with wealth advisors, attorneys, investment professionals, and other members of the client service team\n, • Participate in special projects, including forensic accounting and matrimonial analyses\n, • Develop and maintain long-term client relationships while delivering an exceptional client experience\n\n \n Qualifications \n \n\n • CPA designation required\n, • 7+ years of high-net-worth tax preparation and review experience\n\n \n Required Skills \n \n\n • Strong experience with complex individual, trust, gift, partnership, and entity taxation\n, • Advanced tax planning and technical research capabilities\n, • Experience with CCH Axcess Tax, Income Tax Planner, and online tax research platforms\n, • Strong organizational skills with the ability to manage multiple priorities and deadlines\n, • Excellent communication and relationship-management skills\n, • Ability to thrive in a fast-paced, client-focused environment\n\n \n Preferred Skills \n \n\n • Busy Season Hours: Approximately 45 hours per week.\n, • Emphasis on maintaining reasonable non-billable hour expectations.\n, • Non-busy season 40 hours per week\n\n \n Pay range and compensation package \n \n\n • Base Salary: $200,000 - $220,000 + 10-20% Bonus\n, • Comprehensive benefits package includes:\n\n \n\n • Medical, dental, and vision coverage starting on day one\n, • 401(k) with employer match\n, • Flexible PTO\n, • Parental leave\n, • Professional development and continuing education support\n, • Commuter benefits\n, • Community engagement and volunteer opportunities\n\n \n Equal Opportunity Statement \n \n We are committed to diversity and inclusivity. \n

Henderson Harbor Tax was established in 2009 as a specialized tax placement division of Henderson Harbor Group. Over the past 15 years, HHTax has successfully leveraged our vast network of tax professionals and our targeted industry knowledge to successfully advise careers and place professionals at every level from Tax Associates to Chief Tax Officers, and Tax Partners, in both private industry and public accounting. We service our clients primarily in the New York Metro area, as well as nationally through our AAFA network (45 financial staffing affiliates throughout the U.S. and Canada). \n \n A highly respected private holding company and family office is seeking a Tax Manager to join its long-standing tax team in Midtown Manhattan. The organization has significant and diversified holdings across manufacturing, mining, metal production, and defense-related businesses. \n \n This is an excellent opportunity for a seasoned tax professional to join a stable, sophisticated organization with a long-term opportunity for growth and increased responsibility. \n \n The Tax Manager will work closely with the Tax Director and VP of Tax and will play an important role in overseeing the organization’s tax function. Strong opportunity for the successful candidate to grow with the team and assume increasing responsibility over time. \n \n Responsibilities \n\n • Oversee the organization’s federal, state, and international tax compliance process, which is primarily outsourced to a national firm.\n, • Serve as a key point of contact with external tax advisors, reviewing tax filings and ensuring accuracy, timeliness, and compliance with all applicable requirements.\n, • Support tax planning initiatives across a diverse portfolio of domestic and international businesses and investments.\n, • Prepare and review tax forecasts, projections, and financial models to support business and investment decisions.\n, • Research and analyze complex federal, state, and international tax matters and communicate findings and recommendations to senior management.\n, • Assist with tax planning related to corporations, partnerships, investments, and other business structures.\n, • Work closely with the Tax Director and VP of Tax on tax strategy, planning, compliance, and special projects.\n, • Monitor changes in tax legislation and regulations and evaluate their potential impact on the organization.\n, • Coordinate with accounting, legal, investment, and business personnel on tax-related matters.\n, • Assist with IRS and state tax inquiries, audits, and other tax matters as needed.\n, • Prepare clear, well-organized written analyses and memoranda for senior leadership.\n\n \n Qualifications \n\n • Bachelor’s degree in Accounting, Finance, or a related field; CPA or advanced tax degree preferred.\n, • Minimum of 8 years of progressive tax experience.\n, • Strong experience with S-Corporations and C-Corporations, including both domestic and international tax matters.\n, • Experience in a private company, family office, closely held business, investment organization, or public accounting environment is highly desirable.\n, • Strong technical tax knowledge with the ability to research and analyze complex issues independently.\n, • Experience with tax forecasting, modeling, and planning.\n, • Excellent written and verbal communication skills. Strong reading comprehension and the ability to clearly articulate complex tax matters are particularly important. Candidates will be asked to provide a writing sample as part of the interview process.\n, • Highly organized, detail-oriented, and able to manage multiple priorities.\n, • Proactive, resourceful, and comfortable taking ownership of projects rather than simply executing assigned tasks.\n, • Knowledge of trusts, estates, and high-net-worth individual taxation is a plus.\n\n \n Work Environment & Benefits \n\n • 5 days per week in the Midtown Manhattan office (Summer Fridays from May to August)\n, • Standard business hours, generally 9:00 AM–5:00 PM\n, • No regular weekend work\n, • Individual private office for employees\n, • Fully paid health insurance\n, • Complimentary lunch\n, • 401(k) employer match\n, • Stable, long-term environment with significant opportunity for increased responsibility and career progression\n

Role: Technical Business Analyst – Equity Plan Administration \n Location: Weehawken, NJ \n Work Arrangement: Hybrid — This position requires working onsite in Weehawken, NJ 3 days per week, with the remaining work performed remotely. \n Employment Type: Contract \n W-2 Compensation: $45 to 49.24/Hr \n C2C Compensation: $50 to $54.17/hr \n Benefits: Eligible W-2 employees will receive benefits and statutory benefits required under applicable federal and New Jersey law, subject to applicable eligibility requirements and company policy. Benefits are not provided under the C2C engagement. \n \n Job Description: \n We are seeking a Technical Business Analyst to support the administration of Equity Plan Administration (EPA), Record Keeping, Stock Plan Administration, and Financial Reporting. This position requires experience working closely with business stakeholders, product teams, technology teams, and third-party vendors to translate business requirements into effective technology solutions. \n \n Position Requirements: \n The position requires 8–15 years of Business Analysis experience and experience in the following areas: \n\n • Strong hands-on domain expertise in Equity Plan Administration (EPA), Stock Plan Administration, Record Keeping, Employee Stock Plans, or Equity Compensation platforms.\n, • Strong understanding of financial reporting and regulatory reporting related to equity compensation.\n, • Excellent requirements gathering, documentation, analysis, and stakeholder management skills.\n, • Experience working with Oracle and Azure environments.\n, • Ability to effectively communicate with both technical and non-technical stakeholders.\n, • Strong analytical, communication, and presentation skills.\n, • The position requires a Bachelor’s degree in a field relevant to the responsibilities of the role.\n\n \n Key Responsibilities: \n The position will be responsible for the following: \n\n • Gather, analyze, and document business requirements related to Equity Plan Administration and Record Keeping.\n, • Act as a bridge between business stakeholders, product owners, and technology teams.\n, • Translate complex requirements into functional specifications, user stories, and solution requirements.\n, • Support solution design, validation, testing, implementation, and post-delivery activities.\n, • Work with technology teams using Oracle, Azure, and modern UI-based platforms.\n, • Lead requirements walkthroughs, stakeholder discussions, and solution reviews.\n, • Support financial and regulatory reporting requirements related to employee equity compensation.\n, • Perform data analysis, reconciliation, and reporting activities.\n, • Collaborate with third-party vendors and offshore/global teams to resolve business and technical issues.\n\n \n Additional Position Requirements: \n The position also requires and may benefit from experience in the following areas: \n\n • Knowledge of IFRS 2, ASC 718, RSUs, Stock Options, ESPP, and equity compensation accounting.\n, • Experience in Banking, Brokerage, Wealth Management, Capital Markets, or Financial Services.\n, • Experience supporting large financial institutions or organizations such as Fidelity, Schwab, BNY Mellon, or similar firms.\n, • Experience with large-scale transformation or modernization programs.\n, • Experience working with global delivery models, third-party vendors, and offshore development teams.\n

We’re seeking a future team member for the role of Vice President, Sustainability Regulatory Strategy and Execution (Global) to join our Enterprise Sustainability team. This role is located in New York, NY. In this role, you will lead the translation of evolving sustainability regulations and disclosure frameworks into enterprise reporting strategy, governance, and execution. You will serve as a senior partner across Corporate Functions, driving high-quality, decision-useful disclosures, strengthening reporting readiness and controls, and influencing strategic responses to a rapidly changing regulatory environment. In this role, you’ll make an impact in the following ways: • Lead the regulatory strategy and execution agenda for sustainability reporting, shaping BNY’s approach to evolving requirements including CSRD ESRS E1, ISSB IFRS S2, ASRS AASB S2, TCFD, and related regulations, standards frameworks and guidance., • Drive end-to-end delivery of key sustainability regulatory workstreams, from regulatory interpretation and impact assessment through governance, implementation, and external disclosure., • Provide strategic advice to senior stakeholders on regulatory developments, implementation priorities, key risks, and business implications for BNY., • Oversee the development of high-quality narrative and quantitative disclosures across governance, strategy, risk management, metrics, and targets, ensuring consistency, transparency, and audit readiness., • Strengthen reporting governance, controls, documentation, and accountability frameworks to support traceability, assurance readiness, and sustainable execution at scale., • Partner across Sustainability, Finance, Risk, Legal, Compliance, Investor Relations, and other Corporate Functions to align priorities, resolve complex issues, and deliver coordinated outcomes., • Anticipate regulatory and execution risks, escalate issues appropriately, and drive practical, well-reasoned solutions in ambiguous or fast-evolving situations., • Identify and advance opportunities to enhance reporting quality, efficiency, and data integrity, including through process improvement, automation, and responsible use of AI-enabled tools., • Contribute to the development of team capability, operating discipline, and a strong culture of ownership, collaboration, and continuous improvement. To be successful in this role, we’re seeking the following: • Deep knowledge of sustainability reporting frameworks and regulations, particularly CSRD ESRS E1, ISSB IFRS S2, ASRS AASB S2, TCFD, California AB-1305, California SB-253 and SB-261, and the broader disclosure landscape affecting global banks. Prior experience implementing these disclosures is required., • Bachelor’s degree or equivalent experience in sustainability, finance, accounting, economics, public policy, law, or a related field; advanced degree preferred., • Significant experience in sustainability reporting, regulatory strategy, corporate disclosure, financial reporting, ESG governance, or a related discipline, ideally within financial services., • Strong understanding of banking business models, regulatory expectations, and sector-specific sustainability risks and reporting considerations., • Demonstrated ability to lead complex, cross-functional initiatives with a high degree of ownership, sound judgment, and executive presence., • Proven ability to interpret technical requirements and convert them into actionable governance, implementation, and reporting plans., • Excellent writing, analytical, and stakeholder management skills, with the ability to communicate clearly and influence senior audiences in a matrixed environment., • Experience enhancing controls, documentation, and assurance-ready reporting processes; familiarity with sustainability data, digital tools, and automation is preferred.

The Role \n This is a front-office investment management and origination role on the Capital Markets team and is a great role for someone looking to play a leadership role at a fast-growing PE-backed business. You'll be instrumental in supporting the growth of our business, financing distributed energy assets, focusing primarily on batteries and microgrids. \n \n This role will work full-time in our New York office in the Union Square area. \n \n What we offer: \n\n • Opportunity to join a top-notch team of professionals\n, • Fantastic team environment and collaborative culture\n, • Competitive compensation package and a comprehensive benefits program including medical benefits, paid vacation and holidays, and 401K matching\n\n \n Core Responsibilities: \n\n • The candidate will play a key role leading the origination, structuring, and management of various debt, tax equity, and tax credit transfer facilities\n, • The candidate will be responsible for the implementation of new project development and capital markets transactions in the financial model\n, • The candidate must be comfortable implementing the relevant terms of the Inflation Reduction Act and One Big Beautiful Bill Act\n, • Manage and train the junior members of the Capital Markets team\n, • Act as a trusted partner to internal and external teams, including legal, accounting, project managers, bankers, tax equity investors, etc\n, • Maintain positive and effective business relationships internally across Scale’s broader business\n, • Proactively engage with senior leadership on investment issues and business innovation, and their impact on overall business strategy\n\n \n The Ideal Candidate: \n For you to be successful in the role, you should have: \n\n • 8+ years of experience financing or investing in infrastructure or renewable energy projects, including distributed generation\n, • 3+ years of experience managing analyst or associate-level financial professionals in a “deal team” structure\n, • Bachelor's degree (preferably in Finance, Economics, Mathematics, or Engineering); MBA or CFA preferred\n, • Demonstrated financial modeling competency to evaluate different capital structures across the various debt markets (development capital, commercial bank financing, leveraged finance, mezzanine / Holdco debt)\n, • Experience leading the negotiating, closing, and documenting of debt and tax equity financings\n, • Experience developing and auditing complex financial models\n, • Demonstrated experience originating transaction opportunities\n, • Working knowledge of off-take arrangements for distributed energy\n, • Experience conducting project/portfolio due diligence and managing third-party consultants and transaction counsel\n, • Strong interpersonal skills and ability to effectively communicate information and strategic goals to non-financial people\n, • Proactive and forward-thinking attitude, creative problem-solving ability, and the ability to “manage up”\n, • Strong understanding of technical/commercial terms and their impact on projects\n\n \n Company Culture: \n This is a great opportunity to have a long-term impact on a fast-paced, private equity-backed growth business. Some of the core virtues embraced by Scales’ employees include: \n\n • Do the Right Thing\n, • Act Like an Owner\n, • Hustle\n, • Demand Results\n, • Go Together\n, • Evolve or Disappear\n\n \n About Scale Microgrids \n Scale is redefining resilience, with advanced microgrids that go beyond traditional backup power solutions to give businesses the power to adapt and thrive amid all of today’s growing energy challenges. As a vertically-integrated provider of turnkey advanced microgrid systems, Scale combines project design, engineering, and execution expertise with microgrid-as-a-service financing to offer our customers systems that are optimized to deliver maximum value from day one while ensuring ultra-reliable operations and fast time-to-power. \n \n Scale is backed by EQT, a firm with ~$250B in assets, bringing a depth of experience, resources, and capital that will enable Scale to continue pursuing our vision of powering the world with distributed energy. The investment enables Scale to own and operate billions of dollars in distributed generation assets.To learn more about Scale Microgrids, please visit https://www.scalemicrogrids.com. \n \n About EQT \n EQT is a leading purpose-driven global investment organization with EUR 246 billion in total assets under management, divided into two business segments: Private Capital and Real Assets. EQT owns portfolio companies and assets in Europe, Asia Pacific, and the Americas and supports them in achieving sustainable growth, operational excellence, and market leadership. To learn more about EQT, please visit https://eqtgroup.com. \n \n Scale strives to attract and retain a workforce that reflects the composition of our customer base and communities. We are committed to providing a work environment that provides everyone with equal access and opportunity to contribute and drive meaningful outcomes. We encourage applicants from all backgrounds to apply and will consider qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. \n

CFGI, founded in 2000, is a is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are seeking a strategic and execution-focused Managing Director in the Greater NYC area to support the growth of our FP&A Advisory team. \n \n \n \n Roles and Responsibilities: \n \n \n \n · The FP&A Managing Director is a key member of the Financial Planning and Analysis team and will help influence clients’ financial and business decisions. \n \n · Drive the growth of CFGI’s FP&A Advisory practice by developing go-to-market strategies and building strong client relationships. \n \n · Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision. \n \n · Help develop Finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets. \n \n · Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities. \n \n · Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions. \n \n · Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process. \n \n · Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace. \n \n \n \n Qualifications and Capabilities: \n \n \n \n · 12-15+ years of progressive experience in finance, preferably within a consulting or professional services environment. \n \n · A proven track record of generating new business and expanding client relationships is required. \n \n · Executive-level communication and stakeholder engagement skills, with the ability to influence senior leadership and drive change. \n \n · Entrepreneurial mindset, passion for client service, and commitment to building a high-impact consulting practice. \n \n · Advanced understanding of the FP&A function within a finance organization. \n \n · Extensive experience and understanding of three statement financials and associated modelling. \n \n · Significant engagement management experience as well as business, practice, and people development. \n \n · Ability to concurrently manage internal firm and external client requirements. \n \n · Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus. \n \n · Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial). \n \n · Experience with Finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus. \n \n · ERP technology understanding (SAP / Oracle / Workday, etc.). \n \n · Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients. \n \n · Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions. \n \n \n \n We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 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.

Are you looking for an opportunity to step into a highly visible Tax Director role at an Asset Management firm in NYC? \n \n We are partnering with an established Asset Management organization in NYC that is seeking a Tax Director to join its tax team. This position offers direct exposure to senior leadership and reports to an accomplished Head of Tax who is recognized for being both technically strong and an exceptional mentor. \n \n This is an ideal opportunity for a tax professional who enjoys working in a collaborative environment, partnering across departments, and contributing strategically to a growing organization. Given the lean size of the team, personality, communication skills, and the ability to build strong relationships are just as important as technical expertise. \n \n What You'll Do \n\n • Oversee the review of quarterly and annual income tax provision calculations and related financial statement disclosures (ASC 740)\n, • Manage the review process for federal, state, and local tax compliance prepared by external service providers\n, • Coordinate and respond to federal, state, and local tax examinations, audits, and inquiries\n, • Assist with identifying, developing, and implementing tax planning opportunities and strategic initiatives\n, • Partner closely with finance, legal, operations, and external advisors on a variety of tax-related matters\n, • Support special projects, transactions, and business initiatives as the organization continues to grow\n, • Provide insights and recommendations to senior leadership on tax-related issues and opportunities\n\n \n Why This Opportunity? \n\n • Work directly with an experienced and highly respected Head of Tax\n, • Gain meaningful exposure to executive leadership and key stakeholders\n, • Broad and diverse tax responsibilities with both compliance and strategic planning components\n, • Collaborative culture with strong visibility across the organization\n, • Opportunity to make a tangible impact within a lean, high-performing team\n\n \n Qualifications \n\n • 10+ years of tax experience, including corporate income tax compliance (Form 1120) and income tax provision experience (ASC 740)\n, • Experience gained within public accounting and the financial services industry\n, • Excellent communication, analytical, and relationship-building skills\n\n \n Days in office: \n\n • 4 days per week\n

Tax Director – New York \n $190,000–$230,000 + Bonus | Hybrid | Clear Route to Partner \n \n An established New York CPA firm is looking to appoint an experienced Tax Director to join its growing tax practice. \n \n This is a senior leadership opportunity for someone who wants significant client responsibility, involvement in developing the wider tax team and a genuine opportunity to progress towards Partner. \n \n The Role \n\n • Manage and develop a portfolio of high-value tax clients\n, • Review complex federal, state and multi-state tax returns\n, • Lead tax planning and advisory projects\n, • Act as a senior point of contact for key clients\n, • Review work prepared by Managers, Seniors and Associates\n, • Mentor and develop members of the tax team\n, • Support Partners with complex technical matters and client strategy\n, • Assist with business development and the continued growth of the tax practice\n, • Build long-term relationships with both existing and new clients\n\n \n What They’re Looking For \n\n • Strong background within public accounting / CPA firms\n, • Significant tax compliance, review and advisory experience\n, • Previous experience at Senior Manager or Director level\n, • Strong client management skills\n, • Experience managing and developing tax professionals\n, • Comfortable handling complex tax matters independently\n, • CPA strongly preferred\n, • Excellent communication and relationship-building skills\n\n \n What’s On Offer \n\n • $190,000–$230,000 base salary\n, • Performance-related bonus\n, • Hybrid working\n, • High level of client exposure and autonomy\n, • Strong established client base\n, • Opportunity to influence the future direction of the tax practice\n, • Clear progression towards Partner\n\n \n Interested? \n If you are an experienced Tax Senior Manager or Tax Director in New York and would like to discuss the opportunity confidentially, get in touch.

COMPANY OVERVIEW \n Our client is a sophisticated, privately held global family office and professional services organization with operations across North America and Europe. The organization supports the financial, investment, tax, trust, and broader administrative needs of a multi-generational family and its related entities. \n \n The organization operates in a highly collaborative, service-oriented environment where discretion, accuracy, and long-term relationships are critical. The U.S. team works closely with colleagues across a broader global platform, providing employees with exposure to complex financial matters and the opportunity to work alongside experienced professionals across multiple disciplines. \n \n POSITION SUMMARY \n The Associate Financial Controller is a newly created position within the Finance and Tax function, established to provide additional oversight and support across financial reporting, accounting, and tax operations. \n \n The role will support the Financial Controller across fund and trust accounting, corporate accounting, payroll, and financial reporting, while also partnering with the tax function on compliance services for family clients. \n \n The position is approximately 65% Financial Controlling and 35% Tax and combines hands-on accounting and tax responsibilities with process improvement, systems enhancements, and coordination across U.S. and international operations. \n \n The successful candidate will bring strong accounting and tax technical capabilities, exceptional attention to detail, sound judgment, discretion, and a service-oriented mindset. This individual will interact with internal colleagues, clients, family members, and external accounting partners and will provide important coverage across both accounting and tax functions. \n \n KEY RESPONSIBILITIES \n Client & Fund Accounting \n\n • Support accounting for trust and investment structures, including the accurate allocation and distribution of income, gains, and expenses across 200+ client trust accounts.\n, • Maintain client accounting records and ensure accurate reporting and reconciliations across multiple financial systems.\n, • Assist with trust account contributions, distributions, rebalancing, and asset allocation.\n, • Prepare trust tax schedules, financial schedules for audits and regulatory examinations, and quarterly reporting packages.\n, • Maintain underlying financial data supporting regulatory reporting and external audits.\n, • Support accurate daily accounting operations, compliance with applicable accounting standards, and timely financial reporting.\n\n \n Corporate Accounting, Payroll & Benefits \n\n • Support corporate accounting, budgeting, and banking activities for U.S.-based entities.\n, • Assist with daily cash reporting, bank reconciliations, monthly account analysis, budgeting, and reporting to international stakeholders.\n, • Partner with internal advisors to provide financial analysis supporting clients.\n, • Assist with payroll administration and related reporting and tax filings.\n, • Support the administration of employee benefit programs.\n\n \n Tax Compliance & Planning Support \n\n • Assist with the preparation of complex federal and state tax returns for individuals, trusts, foundations, partnerships, corporations, S corporations, and LLCs.\n, • Coordinate with clients, colleagues, and outside advisors to gather and maintain financial and tax information.\n, • Maintain records supporting tax-loss harvesting and trust distribution planning strategies.\n, • Assist with quarterly federal and state estimated tax payments.\n, • Prepare domestic payroll reports and forms for clients.\n, • Prepare drafts of annual gift tax returns, FBARs, and reports of foreign gifts.\n, • Coordinate with international colleagues to obtain required financial and tax information.\n, • Partner with an external accounting firm responsible for final review and filing of tax returns.\n\n \n Systems & Process Improvement \n\n • Maintain accurate and complete client financial and tax records.\n, • Update internal systems supporting tax filings, accounting, and client reporting.\n, • Maintain client files in coordination with external accounting partners.\n, • Identify opportunities to improve accounting and tax processes, controls, workflows, and systems.\n, • Support continued alignment and information sharing across U.S. and international operations.\n\n \n EDUCATION & EXPERIENCE \n\n • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Tax, or a related field.\n, • CPA or equivalent professional designation.\n, • 5+ years of finance/accounting experience, preferably within an international professional services environment.\n, • Knowledge of accounting, taxation, bookkeeping, and banking.\n, • Strong Excel, QuickBooks, and Microsoft Office skills.\n, • Experience leveraging AI and automation within business processes and workflows.\n, • Strong communication skills with demonstrated integrity, prudence, discretion, and attention to detail.\n, • Continuous improvement mindset.\n\n \n SE#510821859

Accounting Manager - Renewables \n Location: Manhattan, NYC (Hybrid) \n \n Piper Maddox is partnered with a private equity-backed independent power company headquartered in New York City. We are looking for an Accounting Manager to join their growing finance team. \n \n This is an opportunity to join a lean, entrepreneurial team and play a meaningful role in building out the company's accounting infrastructure as the platform continues to acquire and integrate new generation assets. \n \n Responsibilities: \n\n • Own and execute the monthly, quarterly, and annual close processes, including journal entries, accruals, and approximately 20 balance sheet reconciliations across a multi-entity organization\n, • Maintain the general ledger and recurring technical accounting schedules\n, • Manage and oversee accounts payable and accounts receivable, including invoice review and coding, weekly payment runs, and coordination with plant operators\n, • Support treasury activities, including payment processing, bank account administration, and cash activity tracking\n, • Prepare supporting schedules and documentation for external audits and tax filings, including PBC requests and first-year opening balance support\n, • Assist with monthly financial reporting packages, variance analysis, and management reporting\n, • Play a central role in the implementation of the company's new NetSuite environment, including accounting data migration and reconciliation\n, • Help develop and document accounting processes and internal controls, including journal approval workflows, segregation of duties, and access reviews\n\n \n Qualifications \n\n • 5+ years of progressive accounting experience\n, • Experience within power, energy, infrastructure, or a related industry preferred\n, • Strong understanding of U.S. GAAP and full-cycle accounting\n, • NetSuite experience REQUIRED\n, • Strong Excel skills\n, • CPA or CPA candidacy is a plus\n, • Bachelor's degree in Accounting, Finance, or a related field\n\n \n Benefits: \n\n • Competitive Compensation\n, • Hybrid work environment\n, • Comprehensive benefits program, including medical, dental, vision, disability, and life insurance, and a 401(k) plan\n, • Paid time off, including vacation, sick leave, and Company holidays\n\n

Initially remote until midtown office space secured- then 2 days onsite \n \n Technical Accounting Manager \n ASC 606 and ASC 842 \n Reports to: Controller / VP of Finance \n A fast-growing AI infrastructure company. As the business scales, we are building a finance team to support complex customer agreements, significant equipment investments, and expanding operations. Our team members have the opportunity to establish practical processes, strengthen controls, and work closely with business leaders in a dynamic environment. \n Position Summary \n We are seeking a Technical Accounting Manager focused on ASC 606 and ASC 842 to lead analysis of complex customer contracts and lease arrangements. This role owns technical research, accounting recommendations, and implementation of approved conclusions through schedules, entries, policies, controls, and financial statement disclosures. The manager reviews work prepared by others and mentors accounting staff. \n Revenue Recognition under ASC 606 \n " Review GPU computing, hosting, equipment, and bundled arrangements to determine applicable accounting guidance. \n " Identify performance obligations; assess transaction price, variable consideration, allocation, and recognition timing. \n " Evaluate acceptance provisions, service commencement, modifications, credits, and termination terms. \n " Assess principal-versus-agent considerations and significant financing components where relevant. \n " Document treatment of prepayments, contract assets, contract liabilities, and applicable contract costs. \n " Develop and review revenue schedules, journal entries, reconciliations, and supporting work prepared by accounting staff; obtain evidence from Billing and operations and resolve discrepancies before close. \n Lease Accounting under ASC 842 \n " Review equipment, data center, capacity, and customer arrangements for leases or embedded leases. \n " Evaluate lessee and lessor accounting, including commencement, classification, term, payment components, and discount rates where applicable. \n " Review lease schedules, right-of-use asset and lease liability calculations, journal entries, reconciliations, and supporting work prepared by others; prepare complex calculations as needed and resolve discrepancies before close. \n " Evaluate modifications, reassessments, terminations, and sale-leaseback versus financing treatment. \n Technical Reporting Audit and Compliance \n " Own technical research and accounting memoranda supporting significant judgments; recommend accounting treatment and submit significant conclusions to the Controller for approval before implementation. \n " Lead revenue and lease audit workstreams, coordinate supporting schedules and accounting memoranda, respond to auditor requests, and resolve technical questions with the Controller. \n " Own compliance with approved revenue and lease accounting policies; design and monitor related controls, maintain control documentation, and lead remediation of findings within agreed deadlines. \n " Review proposed contract terms with legal and commercial teams; establish contract review controls and escalate material accounting implications before execution. \n " Lead preparation and review of assigned revenue and lease disclosures, ensuring consistency with approved accounting conclusions, underlying schedules, and the financial statements. \n " Translate approved accounting conclusions into system requirements and workflows; oversee testing and implementation of revenue and lease accounting changes. \n " Mentor accounting staff, review technical work, and train finance and business teams on accounting policies, controls, and documentation requirements. \n \n Qualifications \n " Bachelor's degree in accounting; CPA. \n " 10+ years of accounting experience with substantial ASC 606 and ASC 842 exposure. \n " Experience preparing technical accounting memoranda and supporting external audits. \n " Strong contract interpretation, research, and financial modeling skills. \n " Public accounting or advisory experience and exposure to cloud infrastructure, equipment arrangements, or complex financing preferred.

Trident Consulting is currently seeking an ”AV Support Technician" for one of our clients in "New York, NY(Onsite)". A global leader in business and technology services. \n \n Role: AV Support Technician \n Location: NYC, NY(Onsite) \n Type: W2 Contract \n \n Required Skills: \n\n • 5+ years of experience in IT/AV support, with a strong focus on conference room and meeting-space AV.\n, • Hands-on experience with Logitech Rally products, including Rally Bar, Rally Bar Mini, cameras, speakers, and microphones.\n, • Hands-on experience with Neat Bar Pro or similar all-in-one video conferencing systems.\n, • Experience configuring and troubleshooting room scheduling displays.\n, • Strong hands-on experience troubleshooting Google Meet hardware and software.\n, • Demonstrated experience building and troubleshooting conference rooms from the ground up.\n, • Experience with mounting, cabling, configuration, provisioning, and testing AV equipment.\n, • Hands-on experience operating live event AV equipment, including video switchers, audio mixing consoles, and streaming/recording encoders.\n, • Working experience with Q-SYS or similar audio DSP/control platforms.\n, • Experience independently supporting the technical operation of live corporate events, All-Hands meetings, town halls, or similar productions.\n\n \n About Trident Consulting \n Trident Consulting is an award-winning staffing and consulting firm headquartered in San Ramon, CA. Since 2005, we’ve partnered with Fortune 500 and high-growth companies to deliver high-quality talent across technology, engineering, business operations, and professional services. \n \n We specialize in contract, contract-to-hire, and direct hire placements, supporting roles across IT, data & analytics, cloud, cybersecurity, finance & accounting, HR, operations, and more. With a strong focus on hard-to-fill and niche positions, our global recruiting engine enables us to deliver speed, quality, and scale.

Job Description About Financial Edge Do you have a passion for finance? Do you enjoy teaching your juniors or are you an experienced trainer? Then read on. Financial Edge specializes in developing the technical skills of finance professionals through a combination of classroom training and eLearning products. Chosen by the world’s top investment banks to deliver their new hire training from interns to associates, last summer alone we taught over 9,000 participants across 4 continents. We are a small, friendly and ambitious team, bringing multi-format content design for unparalleled participant engagement in and out of the classroom. We focus on equipping participants with hands-on practical skills. All of our training, be it live or e-delivered, is centered around case studies and client-specific solutions. The integration of technology into every program helps to create individualized learning paths, taking participants’ experience and desk needs into account. We are looking for Instructors to join our associate team. We are looking for expertise in corporate finance, markets, asset management, equity research, risk management and corporate banking. We offer competitive rates, regular trainer teach-ins and the opportunity to work with some of the brightest new hires in finance. Role Description • Deliver up to 50 days of training per annum to classes of between 5 and 150 people, • Design and develop new specialist training courses, including e-learning, in topics cross all banking divisions, • Build relationships with leading investment banks and hedge fund clients across the world, • Frequent international travel Essentials • Be available during our busy season from June through to end of August, • Significant experience in the financial services sector be it banking, consulting or accounting, • Training experience both in class and virtual, • Proficient in Excel, • Excellent analytical skills, • Be confident in presenting and possess excellent communication skills, • Degree educated or equivalent experience, • A real passion for finance

Job Description About Vic Ai We're a rapidly growing SaaS startup leading the digital transformation revolution for financial intelligence, accounting, and back-office automation. Our proprietary AI and elegantly crafted UIs combine to give accountants and finance teams automation capabilities they've never had before. Our solution enables our customers to modernize their legacy workflows and processes which result in a meaningful reduction in costs and inefficiencies. Vic.ai has had incredible success in Europe and we are now building our North-American Enterprise sales team. We are backed by top-tier Silicon-Valley investors ICONIQ Growth, Costanoa Ventures, Cowboy Ventures, and GGV Capital. We are a talented, hard-driving team led by experienced entrepreneurs. If you're an enthusiastic, detail-oriented, curious disruptor, come build with us - you'll fit right in! Position Summary • The primary role of an Enterprise Sales Representative is to maximize revenue by selling the products of Vic.ai directly to prospective clients at medium and large companies in the accounting space. If you have a passion for winning and a proven track record of success in selling, you should send us your resume! As a startup company, we're looking for people that are flexible, open-minded and able to drive the business forward. Expectations for Success • Meet or exceed monthly and annual revenue objectives, • Source, identify, qualify and close new opportunities, • Build and manage your own pipeline, • Driven & committed to success, • Flexible in a startup culture, • Coachable and able to work with team members to follow the sales process Must Have • Experience and success at a startup, • Proven hunter with a strong desire to win and make an impact, • Be a high-energy, motivated self-starter and team player, • Ability to learn and adapt quickly, • Knowledge in selling high-end solutions that involve both line of business and technical stakeholders, • Significant track record of quota over-achievement versus peers, • Ability to effectively engage and communicate with Senior and C-Level Executive, • Strong organizational and forecasting skills, • Demonstrate outstanding communication skills, business maturity and professionalism, • This position may require travel up to 30%-40% of the time, • Critical Thinking Skills. Able to grasp technical and abstract concepts and translate into business conversation, • BS/BA or equivalent What we offer • An exciting work environment operating at the forefront of AI technology development, • Competitive salary, • 401K, health/vision/wellness perks (including health insurance coverage option 100% free for the employee AND family and perks like ClassPass and CitiBike!), • Generous maternity and paternity leave, • Virtual team building events & awesome swag, • People-focused culture, adding-value and fun to our meetings, • Generous vacation time, family and travel-friendly environment, • Work alongside an enthusiastic, collegial, and driven team in a highly meritocratic environment, • The opportunity to work remotely, including workstation setup, • A team-focused culture. The team builds the product, the business builds the team.

Pay: $80,000.00 - $105,000.00 per year \n \n Why This Is a Great Opportunity \n\n • Take ownership of financial statement audits and lead engagements from planning through completion.\n, • Work with a diverse client base, including manufacturing and industrial businesses with complex accounting and reporting needs.\n, • Build your leadership skills by supervising junior team members, reviewing workpapers, and guiding associates throughout engagements.\n, • Expand your technical expertise across US GAAP, US GAAS, ISA, internal controls, risk assessment, and financial reporting.\n, • Work closely with experienced professionals in a collaborative environment where your judgment, initiative, and client-facing skills are valued.\n, • Benefit from continuing education, CPA support, technical training, insurance benefits, and potential participation in a 401(k) program.\n\n \n Location: This is a full-time, in-office opportunity in New York City. Candidates must be comfortable working in the office five days per week and attending an in-person interview. \n \n Note: Candidates must have 4+ years of relevant audit experience with hands-on experience in financial statement audits, audit planning and execution, risk assessment, internal controls, and workpaper review. Public accounting experience is strongly preferred, with Big Four and manufacturing or industrial client exposure considered especially valuable. \n \n About Us \n We are an established New York City accounting and advisory firm providing audit, accounting, tax, and advisory services to a diverse client base. Our team combines strong technical expertise with responsive client service and offers professionals the opportunity to work on challenging engagements while continuing to grow their skills and careers. Confidential Employer. \n \n Job Description \n\n • Plan and lead financial statement audits in accordance with US GAAS and applicable international auditing standards.\n, • Manage audit engagements from initial planning and risk assessment through fieldwork, review, and completion.\n, • Evaluate internal control environments, identify weaknesses and areas of risk, and develop practical recommendations.\n, • Review audit workpapers and draft financial statements to ensure accuracy, completeness, and compliance.\n, • Supervise junior auditors and associates, delegate responsibilities, and provide coaching and mentorship.\n, • Maintain proactive communication with clients regarding audit requirements, timelines, findings, and engagement progress.\n, • Research and apply relevant accounting guidance, including US GAAP and IFRS where applicable.\n, • Support audit engagements involving manufacturing and industrial clients and understand industry-specific financial reporting considerations.\n, • Manage multiple engagements and competing deadlines while maintaining high standards of audit quality.\n, • Stay current on accounting standards, regulatory developments, audit methodologies, and emerging technologies.\n\n \n Qualifications \n\n • 4+ years of relevant audit experience.\n, • Bachelor's or master's degree in Accounting, Finance, or a related field.\n, • Strong experience with financial statement audits, audit planning, execution, and completion.\n, • Strong understanding of risk assessment, internal controls, and financial reporting.\n, • Experience reviewing workpapers and supervising or mentoring junior audit staff.\n, • Strong knowledge of US GAAP and US GAAS.\n, • Public accounting experience strongly preferred.\n, • Big Four experience preferred.\n, • Manufacturing or industrial audit experience preferred.\n, • Experience with CCH ProSystem fx or similar audit software preferred.\n, • Strong analytical, organizational, written, verbal, and client-service skills.\n\n \n Why You Will Love Working Here \n\n • Take on meaningful responsibility and have a visible impact on client engagements.\n, • Develop both your technical audit expertise and your leadership capabilities.\n, • Gain exposure to diverse industries and sophisticated financial reporting matters.\n, • Work alongside experienced professionals who value collaboration, learning, and professional development.\n, • Receive continuing education, CPA support, and technical training designed to support your long-term growth.\n, • Join an established team that is actively growing and ready to hire the right Senior Auditor.\n\n \n JPC-2067 \n \n Benefits: \n\n • Dental insurance\n, • Paid time off\n, • Retirement plan\n, • Vision insurance\n

Job Description Lavendo partners with startups and high‑growth companies to help them hire top‑tier sales, GTM, and technical talent. This role is with one of our clients; we’ll share full details about the company and interview process as we get to know you and confirm mutual fit. About the Company Our client is a Series E, agentic AI company that just raised $250M led by Andreessen Horowitz — with Sapphire Ventures and Bessemer Venture Partners also on the cap table — bringing total funding to $390M+. Founded in 2017, the company has grown to 500+ employees by building AI agents that plug directly into the workflows housing and healthcare teams already use: touring, leasing, maintenance requests, resident communication, appointment scheduling, intake forms, and provider communication. The core business has real revenue and real customers. Now it's expanding into entirely new markets, and this role sits at the center of that expansion. The Mission The company's founding mission is to fix housing and healthcare with agentic AI — replacing manual, repetitive work with intelligent automation so residents, patients, providers, and staff get their time back. This role extends that same builder mentality into new markets: Payments, Accounting, and Insurance. The Opportunity This is a zero-to-one role, full stop. You'll identify, launch, and scale a brand-new product line in a regulated vertical — Payments, Accounting, or Insurance — that doesn't exist at the company yet. You're not maintaining a roadmap someone else built; you're writing it. Think of yourself as a mini-GM: you own the P&L logic of your vertical end-to-end, from the first customer conversation through implementation and hand-off to the permanent team. You'll work directly with customers from week one, report into a hiring manager who's building this function from scratch alongside you, and operate with real autonomy — no committee sign-off, no waiting for permission to move. If you're an ex-consultant tired of advising instead of building, or a founder-type who wants unicorn-scale resources behind your next 0-to-1, this is that seat. What You'll Do Own a product vertical end-to-end — customer acquisition, sales demos, implementation, and the processes that make it repeatable Get in front of customers yourself. Sell it, implement it, support it — you're the face of this product until it's mature enough to hand off Build the playbook as you go: pricing, positioning, segmentation, and launch sequencing, based on real customer signal, not theory Build the internal muscle — processes and documentation that let Product, Engineering, GTM, and Customer Success take the vertical over as it scales Influence engineers, salespeople, and CS leads who don't report to you. You'll need the credibility and EQ to get people moving in the same direction without a title to back you up Show your work: track the specific numbers — customer acquisition, revenue, operational impact — that prove the vertical is working What You Bring MBB consulting background or startup/founder experience (Seed–Series C) — you've worn multiple hats across sales, implementation, and strategy A 0-to-1 launch on your resume, specifically in Payments (payment processing, AP/AR), Accounting (CPA), or Insurance. General 0-to-1 experience outside these verticals won't clear this bar A GTM strategy you built and ran yourself — segmentation, pricing, positioning, launch Comfort running sales demos, onboarding/implementation, and ongoing support A track record of getting engineers, sales, and CS aligned without formal authority B2B SaaS or enterprise experience. Consumer-only backgrounds are a weaker match for this one Ability to be in the NYC office 4–5 days a week, with travel as the role demands Nice-to-have: P&L ownership or M&A/diligence experience across multiple concurrent workstreams — banking, PE/VC, and corp dev backgrounds count here too A degree from a top-tier university; an MBA or MBB pedigree helps, but a strong founder or operator track record matters more Enough technical fluency to demo a product credibly and hold your own with engineering on spec conversations — you don't need to build it, just understand it Key Success Drivers Take accountability when something breaks — you don't wait for someone else to own the fix Stay in the weeds. This isn't a "set strategy and hand it off" seat — you're doing the customer calls, the implementation, the process-building yourself Build trust across functions. People move for you because they trust your judgment, not because they have to Move with incomplete information. You're building this without a playbook, and you're comfortable making the call anyway Why Join? Compensation: $100K–$210K base + meaningful equity in a company that just closed its Series E at a $250M+ raise Health & family: Medical, dental, and vision covered at 100%. Fully paid parental leave Logistics covered: Commuter benefits, 401(k), relocation packages, and a fitness/home services stipend In-office, done right: Open floor plan, fully stocked kitchen, all meals covered — the team is genuinely in the building together Time off: Unlimited vacation and paid holidays Visa support: Open to visa transfers, including OPT and H-1B Interviewing Process Recruiter Screen Hiring Manager Screen Practical Assignment Onsite We are proud to be an equal opportunity workplace and consider all qualified applicants without regard to race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran or military status, gender identity or expression, sexual orientation, or any other characteristic protected by law. Compensation Range: $100K - $210K

Junior Tax Partner – Business Owners & Complex Entities \n New York City | $285K–$350K \n Take over a $2M book | 12–18 month transition | Partner-level opportunity \n \n An established and growing CPA firm is looking for a Junior Partner / Principal-level tax professional to take over and grow an existing $2M client book. \n \n The portfolio is predominantly made up of business owners with complex entity structures, requiring someone who combines strong technical tax knowledge with genuine commercial ability and client ownership. \n \n The existing team comes with the book, and there will be a structured 12–18 month transition before full ownership passes to the successful hire. \n \n The opportunity \n\n • Inherit an established $2M client book\n, • Work directly with business owners and closely held entities\n, • Lead complex tax planning and advisory relationships\n, • Manage and develop the existing team\n, • Take full ownership of the portfolio over 12–18 months\n, • Grow the book through new business development\n, • Build additional revenue and client relationships\n, • Operate at genuine Partner level\n\n \n What they’re looking for \n\n • Junior Partner, Principal, Tax Director or exceptional Senior Tax Manager\n, • Strong public accounting experience\n, • Extensive closely held business / business-owner tax experience\n, • Complex partnership, S Corporation and entity exposure\n, • Proven client ownership\n, • Strong BD / origination track record\n, • Able to demonstrate revenue personally won or a book personally developed\n, • Entrepreneurial and commercially driven\n, • CPA strongly preferred\n\n \n $285K–$350K depending on experience. \n Flexible working available for the right person. \n Interested? Apply or get in touch for a confidential conversation.

Fiduciary Tax Accountant \n Location: Manhattan, NY (Hybrid) \n \n About Schulman Lobel \n Schulman Lobel is a leading CPA and business management firm providing accounting, tax, business management and advisory services to high-net-worth individuals, families, entrepreneurs and closely held businesses. \n \n We are looking for a Fiduciary Tax Accountant to join our Manhattan team. This is an excellent opportunity for someone with strong fiduciary tax experience who wants to deepen their technical expertise while working closely with experienced tax professionals and a sophisticated client base. \n \n The Opportunity \n The Fiduciary Tax Accountant will be responsible for preparing and supporting the preparation of complex fiduciary tax returns while working with trusts, estates and high-net-worth individuals. The ideal candidate has strong attention to detail, solid tax knowledge and an interest in developing their career within a collaborative public accounting environment. \n \n This role will provide exposure to a variety of complex tax matters and the opportunity to work closely with clients and internal teams. \n \n Responsibilities \n\n • Prepare and review federal and state fiduciary income tax returns including Forms 1041 and related schedules\n, • Prepare tax returns for trusts, estates and high-net-worth individuals\n, • Assist with complex tax research and technical tax matters\n, • Analyze trust and estate documents and apply relevant tax rules\n, • Prepare tax workpapers and supporting schedules\n, • Assist with estimated tax calculations and tax planning\n, • Communicate with clients and internal team members to obtain necessary information\n, • Identify tax issues and potential planning opportunities\n, • Assist with responses to tax notices and taxing authority inquiries\n, • Maintain accurate and organized client files and documentation\n, • Stay current on changes in federal, state and local tax regulations\n, • Collaborate with other members of the tax and business management teams\n\n \n Qualifications \n\n • Bachelor’s degree in Accounting, Finance or a related field\n, • 2+ years of public accounting experience with a focus on tax\n, • Experience preparing fiduciary tax returns is strongly preferred\n, • Strong understanding of federal and state income taxation\n, • Experience with trusts, estates and/or high-net-worth individuals preferred\n, • Strong analytical and organizational skills\n, • Excellent written and verbal communication skills\n, • Ability to manage multiple priorities and meet deadlines\n, • Proficiency with Microsoft Excel and tax preparation software\n, • CPA or progress toward the CPA is preferred\n\n \n What We Offer \n\n • Hybrid work environment in our Manhattan office\n, • Exposure to sophisticated high-net-worth and fiduciary tax matters\n, • Opportunity to work directly with experienced tax professionals and firm leadership\n, • Collaborative and entrepreneurial culture\n, • Strong opportunities for professional growth and advancement\n, • Competitive compensation and benefits\n, • Support for continued professional development and CPA advancement\n

We're seeking a highly skilled and experienced Senior Accountant to support our Management Company team. Reporting to the Accounting Manager, you'll help drive financial reporting, operational control, and our ongoing work to build and enhance processes — ensuring accuracy, efficiency, and compliance across multiple entities and jurisdictions. \n \n We're looking for someone with a strong accounting background and 6-8 years of experience in a similar role. Attention to detail and a proactive, motivated attitude are essential — you'll be joining a small, lean team where each member carries significant responsibility. Timeliness and precision are critical to accurate financial reporting and compliance in a fast-growing environment. \n \n Key Responsibilities \n\n • Support the monthly close process, including account reconciliations, management reporting, quarterly reporting, and US GAAP financial reporting for the Management Company and its wholly owned subsidiaries\n, • Ensure accuracy and completeness of financial data, including journal entries, cash booking, and general ledger maintenance\n, • Streamline finance operations/accounts payable workflows, including invoice processing, expense reimbursements, vendor payments, and payables reconciliation\n, • Oversee treasury management activities, including cash reconciliations and daily cash reporting\n, • Prepare standard and non-standard recurring month-end journal entries, including fixed assets, depreciation, amortization, prepaid expensing, deferred revenue recognition, and payroll/operating accruals\n, • Review and monitor internal controls\n, • Help implement new technology to make the monthly close process more efficient\n\n \n Requirements \n\n • Bachelor's degree in Accounting, Finance, or a related field\n, • CPA certification preferred\n, • 6-8+ years of progressive accounting experience\n, • Strong technical accounting skills and solid understanding of US GAAP\n, • NetSuite experience required\n, • Experience with finance operations/accounts payable is a plus\n, • Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments, remotely\n, • Proven track record of meeting deadlines and delivering accurate financial information\n, • Experience leveraging AI and technology to automate workflows and processes\n\n

Job Description VP New Markets Tax Credit Operations About TruFund Financial Services TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI) certified by the U.S. Department of the Treasury's CDFI Fund. Headquartered in New York City, TruFund serves communities through offices in Alabama, Georgia, Louisiana, New York, and Texas. Our mission is to promote economic development in underserved communities and among disadvantaged populations by providing innovative, affordable financial solutions to viable small businesses and nonprofit organizations that have difficulty accessing conventional capital. Our lending and impact efforts are further enhanced through two wholly owned subsidiaries: Empowerment Reinvestment Fund, a national Community Development Entity that uses New Markets Tax Credits to attract private investment to distressed communities, and Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established, underrepresented affordable housing developers nationwide. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunity for people, businesses, and communities in need. Position Summary TruFund is seeking an experienced New Markets Tax Credit professional to lead the daily operations and execution of Empowerment Reinvestment Fund's NMTC platform. Reporting to the Executive Vice President and Chief Operating Officer, the VP, New Markets Tax Credit Operations will coordinate transactions from pipeline through closing, manage allocation and documentation controls, support deal sourcing, build and manage the operations team, and oversee ongoing administration of the NMTC portfolio. The role requires strong NMTC technical and execution experience; capital formation and primary underwriting leadership are not core requirements. Reports to Executive Vice President and Chief Operating Officer Location Remote with periodic travel to TruFund headquarters and other business locations Employment Full time Compensation and Benefits Estimated salary: $165,000 to $175,000, depending on NMTC technical expertise, transaction execution, portfolio administration, and management experience. TruFund also offers a full benefits package that includes health, life, dental, and disability insurance; sick leave; three weeks of vacation; three personal days; and 12 paid holidays per year. Role Scope The VP is the operational leader for the NMTC platform and is accountable for consistent, timely execution across the transaction and portfolio lifecycle. This role translates program strategy into coordinated workplans, ensures that documentation and approvals remain complete, and creates the processes, staffing, and controls needed to support closings and ongoing portfolio administration. The VP works closely with origination, asset management, compliance, finance, legal counsel, investors, leverage lenders, borrowers, and consultants. Key Responsibilities NMTC Platform Operations • Manage day-to-day execution: Own the operating calendar, workplans, priorities, handoffs, and service standards for the NMTC platform., • Build repeatable processes: Create and maintain procedures, checklists, templates, dashboards, file standards, and controls for pipeline management, diligence, approvals, closing, funding, and post-closing administration., • Coordinate cross-functional work: Align internal teams and external advisors, clarify responsibilities, escalate issues, and keep transactions and reporting obligations on schedule., • Manage consultants and vendors: Define scopes of work, coordinate assignments, monitor deliverables, and support contract and invoice administration. Transaction Coordination and Closings • Coordinate the transaction lifecycle: Develop and manage detailed timelines from initial screening through due diligence, approvals, closing, funding, and handoff to asset management and compliance., • Maintain closing readiness: Track conditions, approvals, entity documents, organizational records, third-party reports, legal documents, funding mechanics, and unresolved issues., • Facilitate diligence and documentation: Collect and organize borrower, project, investor, lender, and legal materials; confirm that the appropriate technical, legal, compliance, and business reviews are completed., • Support transaction structuring: Apply strong NMTC technical knowledge to coordinate multi-party structures and translate agreed business terms into executable closing plans., • Ensure complete handoffs: Deliver organized closing records, critical dates, reporting requirements, and monitoring obligations to asset management, compliance, finance, and other responsible teams. Deal Sourcing and Pipeline Management • Support deal sourcing: Cultivate referral sources, identify potential projects, coordinate introductory discussions, and help maintain a pipeline consistent with ERF's mission and allocation strategy., • Screen opportunities: Coordinate preliminary eligibility, readiness, impact, timing, and documentation reviews and route qualified opportunities to the appropriate decision-makers., • Maintain pipeline reporting: Keep accurate pipeline stages, anticipated allocation needs, closing forecasts, dependencies, and next actions; provide routine reports to leadership. Allocation Tracking and Portfolio Administration • Track allocation and QEI activity: Maintain current records of allocation availability, transfers to subsidiary CDEs, Qualified Equity Investments, deployment deadlines, closings, and remaining balances., • Administer sub-CDE entities: Coordinate formation, registration, good-standing requirements, annual filings, authorized signers, records, and dissolution activities with counsel and internal partners., • Maintain the system of record: Ensure executed agreements, amendments, approvals, notices, reports, and correspondence are complete, current, accessible, and retained in accordance with policy., • Coordinate portfolio requirements: Track recurring borrower, investor, leverage lender, impact, covenant, insurance, and reporting obligations and partner with asset management and compliance on follow-up., • Support AMIS and impact reporting: Coordinate data collection and quality control for Transaction Level Reports, Institution Level Reports, allocation applications, and other regulatory, investor, and impact reporting. Team Management and Continuous Improvement • Build and manage the operations team: Assess staffing needs, recruit and onboard team members, allocate work, set expectations, coach performance, and develop technical capability., • Strengthen controls: Identify execution, documentation, timing, and operational risks; implement preventive and detective controls and monitor corrective actions., • Improve platform performance: Use transaction and portfolio data to identify bottlenecks, improve cycle time and accuracy, and recommend process or technology enhancements., • Support budgeting: Develop and monitor the operational budget for staffing, consultants, legal services, site visits, systems, and other program needs. Qualifications and Experience • At least eight years of progressively responsible experience in NMTC, community development finance, commercial lending operations, tax credit transactions, portfolio administration, or a related field., • At least five years of direct NMTC experience coordinating or managing transactions, closings, allocation activity, reporting, documentation, or portfolio operations., • Strong working knowledge of Community Development Entities, Qualified Equity Investments, sub-CDE structures, Qualified Active Low-Income Community Businesses, IRC Section 45D, CDFI Fund guidance, and AMIS reporting., • Demonstrated ability to manage multiple complex transactions, stakeholders, deadlines, and documentation workstreams with accuracy and sound judgment., • Experience building or leading a team and establishing practical operating procedures, controls, dashboards, and accountability measures., • Proficiency with Microsoft Excel and transaction, document management, or portfolio systems; experience with the CDFI Fund's AMIS portal is strongly preferred., • Bachelor's degree in finance, accounting, economics, business administration, public administration, or a related field, or an equivalent combination of education and directly relevant experience., • Experience with underwriting, credit analysis, or capital formation is helpful but is not required as a core qualification for this position. \nCompany Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders.\r\n\r\nOur lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally.\r\n\r\nTruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need.

Job Description Job Title: Analyst - Expense Approval and Processing New York, NY 10020 · Analyst · Review process and procedures for Executive Assistants and Bankers. · Ensure they follow the process in SAP Concur. · Establish practices for proper documentation and compliance. · Review expenses and report any issues. · Must have Concur experience. · 6 months contract · 3 interviews · One in-person interview · Must communicate well with Bankers and EAs. Make them understand policies and procedures for expense reporting Work schedule: The person will work 5 days a week in the office Job Description: Analyst - Expense Approval and Processing Corporate Banking COO Team Position Summary We are seeking a motivated and detail-oriented Analyst to support expense approval and administration within the Investment; Corporate Banking Chief Operating Officer (COO) team. The primary focus of the role is the review of employee expense reports in SAP Concur for completeness, accuracy, appropriate supporting documentation, and compliance with applicable expense policies. The Analyst will work closely with bankers, executive assistants, Finance (including Accounts Payable), and other support teams to resolve routine questions and help ensure timely processing. As experience develops, the role may also contribute to expense reporting, periodic monitoring, user guidance, and process improvement initiatives. Key Responsibilities Expense Report Review and Approval Review and validation: Review employee expense reports in SAP Concur for completeness, accuracy, business purpose, required receipts and other supporting documentation, and compliance with applicable expense policies. Timely approval: Process assigned expense reports accurately and within established timelines, returning reports for correction or additional information when needed. Policy application: Apply established expense rules and approval requirements consistently. Identify potential exceptions or unclear items and escalate them to the appropriate team member for guidance. Expense coverage: Review a range of expense types, including travel, meals, entertainment, team events, gifts, and other business-related reimbursements, in accordance with applicable procedures. Issue Resolution and Stakeholder Support Employee and administrative support: Respond to routine expense-related questions from bankers, executive assistants, and business support teams, and provide clear guidance on submission and documentation requirements. Cross-functional coordination: Work with Finance, Accounts Payable, Operations, and the COO team to resolve missing documentation, coding questions, duplicate or incomplete submissions, and payment-related inquiries. Escalation and follow-up: Track open questions, follow up with relevant stakeholders, and escalate unresolved or sensitive matters in a timely manner. Controls, Documentation, and Recordkeeping Control support: Help ensure that expense reports meet internal control and documentation requirements and are handled consistently across assigned business areas. Audit readiness: Maintain a clear review trail and support requests for documentation or information related to internal reviews and audits. Confidentiality: Handle employee, client, and transaction information with discretion and in accordance with applicable confidentiality requirements. Reporting and Ongoing Development Reporting support: Assist with routine expense reporting, data checks, and periodic monitoring activities to help identify missing information, policy exceptions, or unusual items. Process improvement: Identify recurring issues and suggest practical improvements to review procedures, guidance materials, reporting, or the user experience. Knowledge development: Build knowledge of expense policies, regional requirements, and related systems, with opportunities to take on broader reporting, control, and process enhancement responsibilities over time. Qualifications Education: Bachelor degree in Finance, Accounting, Business Administration, or a related discipline preferred. Equivalent relevant experience will be considered. Experience: Two to four years of experience in expense administration, expense processing, accounts payable, finance operations, or a related support role. Experience in banking, financial services, or a global corporate environment is preferred but not required. Systems and technical skills: Working knowledge of expense management platforms and Microsoft Office, particularly Excel and Outlook. Experience with SAP Concur or a similar expense system is highly desirable; familiarity with ERP or financial systems is a plus. Communication: Clear and professional verbal and written communication skills, with the ability to explain requirements and request additional information tactfully. Collaboration: Ability to work effectively with colleagues across functions, seniority levels, regions, and time zones. Judgment and integrity: Sound judgment, attention to confidentiality, and the ability to recognize when an issue should be escalated. Key Competencies Attention to detail: Comfortable performing careful, repetitive review work while maintaining accuracy and consistency. Time management: Able to manage a steady volume of expense reports, prioritize competing requests, and meet deadlines in a fast-paced environment. Problem-solving: Resourceful in resolving routine discrepancies and proactive in seeking guidance when a matter is unclear. Adaptability: Comfortable learning new systems, procedures, and policies and adjusting to changes in business requirements. Teamwork and service mindset: Collaborative, responsive, and willing to support colleagues across functions and geographies. Continuous improvement: Interested in identifying straightforward ways to improve quality, efficiency, and user support.

Job Description Hiring: Accounts Payable Associate Location: Clifton, NJ (Full-Time | On-Site) We are seeking a highly motivated and detail-oriented Accounts Payable Associate to join our team in Clifton, NJ. If you have a strong background in bookkeeping and enjoy working in a collaborative environment, we would love to hear from you. Key Responsibilities · Execute full-cycle Accounts Payable processes, including Purchase Order (PO) and invoice entry. · Process receiving documents from purchase orders and perform three-way matching with corresponding paperwork. · Maintain, update, and audit various financial spreadsheets. · Handle general administrative duties and supporting accounting tasks as needed. Requirements · Experience: Minimum of 10 years of experience in Accounting or Bookkeeping. · Technical Skills: High proficiency in standard accounting software and the Microsoft Office Suite (especially Excel). · Work Ethic: Strong organizational, prioritization, and time-management skills with exceptional attention to detail. · Communication: Clear written and verbal communication abilities. · Environment: Ability to work independently with minimal supervision while collaborating effectively within a team. Benefits & Compensation · Health Insurance · 401(k) Retirement Plan · Paid Time Off (PTO) To Apply: Please submit your resume and cover letter detailing your relevant bookkeeping and accounts payable experience.

A top-tier consulting firm with offices across the U.S. is actively seeking professionals to join its growing team. You’ll gain broad, hands-on experience across a variety of high-impact projects, expanding your skill set. You’ll partner with large, well-known organizations on complex initiatives like IPO readiness, M&A, and carve-outs—working on projects that are both challenging and career-defining. \n \n We are looking for accountants and finance professionals who want to grow, diversify their experience, and increase their long-term marketability. The role offers competitive compensation, performance incentives, and a comprehensive benefits package including healthcare, PTO, retirement plans, and professional development support. \n \n Ideal Candidates \n\n • 3–6 years of audit experience within a public accounting firm\n, • CPA designation or actively working toward certification\n, • Strong analytical and technical audit capabilities, with solid knowledge of U.S. GAAP and FASB standards\n, • Demonstrated curiosity and enthusiasm for gaining diverse, hands-on professional experience\n\n \n ID#36209

Tax Accountant \n Location: Clifton, NJ \n \n Build Your Career with a Fast-Growing CPA Firm \n An expanding CPA firm based in Clifton, New Jersey is looking for a motivated Tax Accountant to join its growing team. This is an excellent opportunity for an accounting professional who enjoys working with a diverse client base while developing their technical expertise in a collaborative and supportive environment. \n You'll gain exposure to a variety of tax engagements across individuals, closely held businesses, partnerships, corporations, trusts, and estates, working alongside experienced professionals who are committed to helping you progress your career. \n \n The Role \n As a Tax Accountant, you'll be responsible for preparing tax returns, assisting with tax planning initiatives, researching tax issues, and supporting clients with a range of compliance requirements. You'll work closely with senior team members to ensure accurate, timely service while building long-term client relationships. \n \n Key Responsibilities \n\n • Prepare federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.\n, • Assist with tax planning projects and identify opportunities to improve tax efficiency for clients.\n, • Research tax legislation and resolve technical tax questions.\n, • Review financial records and supporting documentation to ensure accurate tax reporting.\n, • Communicate directly with clients to request information and provide updates throughout the engagement process.\n, • Support tax compliance, estimated tax calculations, and year-end planning.\n, • Collaborate with colleagues across tax and accounting teams to deliver high-quality client service.\n, • Maintain organised workpapers and ensure assignments are completed within deadlines.\n, • Stay current with changes to federal and state tax regulations and accounting standards.\n\n \n Qualifications \n\n • Bachelor's degree in Accounting, Finance, or a related field.\n, • CPA licence or active progress toward CPA certification preferred.\n, • 2-5 years of public accounting experience with a focus on taxation.\n, • Experience preparing individual and business tax returns.\n, • Working knowledge of federal and New Jersey tax regulations.\n, • Proficiency with tax preparation and accounting software.\n, • Strong analytical, organisational, and problem-solving skills.\n, • Excellent communication skills and attention to detail.\n, • Ability to manage multiple engagements during busy tax seasons.\n\n \n Why Join Us? \n\n • Competitive salary based on experience.\n, • Annual performance and bonus opportunities.\n, • Medical, dental, and vision insurance.\n, • 401(k) with employer contribution.\n, • Paid time off and company holidays.\n, • Flexible working arrangements and work-life balance.\n, • CPA exam support and continuing professional education.\n, • Clear career progression within a rapidly growing CPA firm.\n, • Supportive leadership with ongoing mentoring and professional development.\n, • Friendly, collaborative team culture where your contributions are recognised.\n\n \n If you're looking to join a growing public accounting firm where you can expand your expertise, work with a diverse client portfolio, and build a long-term career, we'd love to hear from you.

About the Company \n Excellent Opportunity to join a great team as a Consolidations Manager with a global public consumer goods company based in New York City. This is a hybrid work situation- onsite required Tuesday and Thursdays. \n \n Responsibilities \n Assist in managing the monthly global financial consolidation process and review consolidated financial statements, including analysis of results and resolutions of differences and/or inquiries. \n Perform quarterly analytical review of consolidated results, including streamlining data collection. \n Work closely with local finance personnel and external auditors on key drivers of financial fluctuations. \n Work closely with local and divisional finance personnel to implement more efficient and effective processes. \n Assist with the performance of Sarbanes-Oxley controls related to Financial Accounting Close and Quarterly Reporting processes. \n Assist with the preparation of sections of Audit Committee communications and supporting other quarterly reporting activities. \n Assist with the completion of ad-hoc requests made by senior management. \n Self-development, through internal/external training, performance evaluations, etc. \n \n Qualifications \n Bachelor’s degree in accounting \n CPA \n \n Required Skills \n Strong analytical and technical accounting skills, creativity and flexibility. \n 6-8 years of business experience with combination of public accounting (Big 4) and industry experience (public company) preferred. \n Public entity reporting requirements knowledge desired. \n Strong computer skills, particularly in MS Excel and Word. \n Working knowledge on Workiva and Hyperion is preferred.

Accounting Manager – Real Estate \n 📍 New York, NY | Full-Time \n \n We are partnering with a well-established real estate investment, development, and management firm seeking an experienced Accounting Manager to join its New York office. \n \n This is an excellent opportunity for an accounting professional who enjoys working in a fast-paced, entrepreneurial environment and wants broad exposure across the real estate business. Reporting directly to the Controller, the Accounting Manager will play a key role in overseeing day-to-day accounting operations, financial reporting, month-end close, internal controls, and the continued development of the accounting team. \n \n Why Consider This Opportunity? \n This position offers the opportunity to join an established real estate organization while taking on a highly visible and impactful role. The Accounting Manager will have the ability to work closely with senior leadership, contribute to process improvements, develop team members, and gain exposure to multiple areas of the real estate investment and development business. \n \n For an accounting professional looking for a role that combines technical accounting, leadership, process improvement, and broader business exposure, this is an excellent next step. \n The ideal candidate will bring a strong technical accounting foundation along with a hands-on, collaborative approach. This position will work closely with professionals across development, asset management, investments, and other areas of the organization, providing an opportunity to gain exposure beyond traditional accounting responsibilities. \n \n Key Responsibilities \n\n • Lead and manage the month-end, quarter-end, and year-end close processes, ensuring timely and accurate financial reporting\n, • Oversee day-to-day accounting activities, including general ledger, accounts payable, accounts receivable, treasury, and cash management\n, • Review and approve journal entries, account reconciliations, financial statements, and variance analyses\n, • Oversee accounting for multiple entities, including intercompany transactions and consolidated reporting\n, • Maintain strong accounting policies, procedures, and internal controls\n, • Identify opportunities to streamline workflows, strengthen controls, and improve or automate accounting processes\n, • Manage, mentor, and develop accounting team members while promoting accuracy, accountability, and professional growth\n, • Coordinate with external auditors, tax professionals, and other third-party service providers\n, • Partner cross-functionally with development, asset management, investment, and operations teams\n, • Assist with annual budgeting, forecasting, cash-flow analysis, and other financial planning initiatives\n, • Support special projects and provide accounting and financial analysis to senior management as needed\n, • Help enhance accounting systems, reporting capabilities, and processes as the organization continues to grow\n\n \n Qualifications \n\n • Bachelor’s degree in Accounting, Finance, or a related field\n, • 5+ years of progressive accounting experience\n, • Strong knowledge of GAAP, financial reporting, general ledger accounting, reconciliations, and month-end close\n, • Experience with multi-entity, intercompany, and consolidated accounting\n, • Previous experience supervising, mentoring, or developing accounting professionals\n, • Strong analytical, organizational, and problem-solving skills\n, • Excellent attention to detail with the ability to manage multiple priorities and deadlines\n, • Strong Excel skills and experience working with ERP or accounting systems\n, • Ability to communicate effectively and collaborate with both accounting and non-accounting professionals\n\n \n Highly Preferred \n\n • CPA or CPA candidate\n, • Previous real estate accounting experience\n, • Background in public accounting or audit\n, • Experience with Yardi, NetSuite, Ramp, or similar accounting and financial systems\n, • Experience improving month-end close procedures, implementing new processes, or automating reconciliations and reporting\n\n

Company \n Ategrity Specialty Insurance Company specializes in property, casualty, management liability, and professional liability insurance, with a strong emphasis on the excess and surplus (E&S) lines market. We partner with brokers and wholesale agents across the U.S. to deliver thoughtful insurance solutions for small and medium-sized enterprises. Our goal is to lead the E&S market through technical excellence, product innovation, and a culture that values precision, collaboration, and integrity. \n \n Position: Project Manager – Finance Initiatives \n Location: Candidate must live in the states of NY-NJ-CT and be able to commute to our office in Midtown NYC \n \n Function \n As the Project Manager supporting Finance initiatives you will be responsible for leading cross-functional teams through the ERP system implementation and other Finance-driven projects, ensuring timely delivery and seamless integration with existing systems. You will report to the Head of the Project Management Office (PMO) and collaborate closely with Finance leadership. \n \n Key Responsibilities \n\n • Project Management: Lead Finance and ERP projects with strong leadership and organizational skills. Manage competing priorities, project timelines, budgets, and resources.\n, • Requirements Gathering: Collaborate with Finance stakeholders to understand business needs. Translate those needs into detailed business requirements, process flows, and user stories, ensuring ERP functionality aligns with financial operations.\n, • Documentation: Develop and maintain comprehensive project documentation including specifications, workflows, process maps, wireframes, and functional designs tailored for Finance systems.\n, • Stakeholder Liaison: Serve as the primary point of contact between Finance, IT, vendors, and other departments. Facilitate clear communication and alignment across all project stakeholders.\n, • Process Analysis: Analyze current financial processes and identify opportunities for process improvement and automation within the ERP and other Finance systems.\n, • Project Support: Oversee system testing, develop test plans, assist with quality assurance, monitor resource allocation, and proactively manage project risks and issues.\n, • Communication: Present project updates and financial impact analyses to stakeholders and leadership. Resolve conflicts and negotiate solutions that support both technical feasibility and financial integrity.\n, • Change Management: Lead change management efforts including end-user training, adoption strategies, and support for new ERP functionalities and finance process enhancements.\n\n \n Qualifications/Requirements: \n\n • Analytical Skills: Strong ability to analyze financial data and operational processes, translating them into actionable project requirements.\n, • Communication: Excellent communication skills with the ability to engage and influence Finance, IT, and executive leadership.\n, • Technical Understanding: Solid knowledge of Finance operations, ERP systems, business analysis, and project management principles. Experience managing ERP implementations (e.g., Oracle, SAP, Workday, NetSuite, etc.) is highly preferred.\n, • Problem-Solving: Demonstrated ability to anticipate challenges, develop strategic solutions, and drive consensus among diverse stakeholders.\n, • Technical Skills: Proficiency in Azure DevOps, Microsoft Visio, MS Project, Microsoft Teams, and ERP reporting tools.\n, • Location: Candidate must live in the states of NY-NJ-CT and be able to commute to our office in Midtown NYC\n\n \n Preferred Qualifications: \n\n • Education: Degree in Finance, Accounting, Business Administration, Computer Science, or a related field.\n, • Industry Knowledge: 5+ years of project management experience with at least 3 years focused on Finance system implementations or ERP deployments.\n, • Certifications: PMP, Certified Scrum Master, Product Owner, or ERP-specific certifications are a plus.\n, • Tools: Familiarity with ERP systems, JIRA, Confluence, Azure Board, MS Planner, MS Project, or similar project management and collaboration tools.\n\n \n Benefits: \n\n • Competitive salary commensurate with experience\n, • Comprehensive benefits package including medical, dental, and vision coverage\n, • 401(k) retirement savings plan with employer match\n, • Paid time off and company holidays\n, • Professional development opportunities\n, • Collaborative and inclusive work environment with opportunities for career growth and advancement\n\n \n Ategrity Specialty Insurance Company is an equal opportunity employer and values diversity in the workplace. We encourage candidates from all backgrounds to apply. \n

AVP, Intelligent Automation & Process Enablement \n \n New York, New York United States (4 days in office/1 day remote) \n No Relocation Assistance available \n No Sponsorship available \n No Vendor resumes will be accepted at this time \n \n Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. \n \n We are seeking a skilled and forward-thinking AVP, Intelligent Automation & Process Enablement professional to join our Strategic Change Delivery team, with a primary focus on intelligent automation and AI-enabled process delivery. In this role, you will serve as the team’s first-line expert in designing, testing, and embedding AI-assisted workflows across Finance, Tax, Treasury, and Risk. You will work closely with the Head of Strategic Change Delivery, Finance Technology leadership, and the Automation Centre of Excellence (COE) to transition early-stage automation concepts into robust, well-governed solutions. \n Responsibilities \n\n • Intelligent Automation & AI-Enabled Workflow\n, • Lead the design and documentation of AI-assisted workflows, incorporating tools such as Microsoft Copilot, Claude, and other LLM-based platforms.\n, • Develop, test, and iterate on prompts and agent logic to support process automation, ensuring outputs meet quality and accuracy standards.\n, • Create and maintain comprehensive automation documentation, including workflow logic, approval paths, and guardrail frameworks.\n, • Act as the first line of validation for AI-generated output before handing off to the Accounting & Controls BA or stakeholders.\n, • Process Mapping & Re-Engineering\n, • Lead end-to-end process mapping initiatives across the Finance, Tax, Treasury and Risk, applying an automation-first mindset to identify opportunities for efficiency and redesign.\n, • Translate complex processes into clear functional requirements, user stories, and workflow specifications suitable for both technology teams and business stakeholders.\n, • Collaborate with cross-functional teams to implement redesigned processes aligned with organizational goals and transformation objectives.\n\n Technology Partnership & Prototype Transition \n\n • Partner with Technology and COE to transition automation prototypes into governed, production-ready solutions.\n, • Provide hands-on support in configuring, testing, and troubleshooting automation tools and AI-assisted applications.\n, • Serve as the point of contact for Technology, COE, and cross-function stakeholders.\n\n Stakeholder Collaboration & Communication \n\n • Establish and maintain strong working relationships with various departments and the Head of Strategic Change Delivery.\n, • Communicate effectively at all levels, translating technical automation concepts into accessible language for non-technicalaudiences.\n, • Collaborate with cross-functional teams to ensure alignment of automation initiatives with broader transformation goals.\n, • Proven ability to thrive in fast-moving environments while co-developing new workflows in areas with limited established precedent.\n, • Work in close partnership with the Accounting & Controls BA to ensure AI-enabled and automated workflows are designed with appropriate accounting treatment, control frameworks, auditability, and financial integrity embedded from the outset.\n\n Training & Documentation \n\n • Develop and maintain clear documentation of AI workflows, automation logic, and guardrail frameworks to support governance and audit requirements.\n, • Assist in the design and delivery of training materials to support Finance, Tax, Treasury and Risk in adopting AI-assisted tools and processes.\n\n Qualifications \n\n • Bachelor’s degree in Finance, Accounting, Information Technology, or a related field.\n, • Minimum of five to seven years of related experience with demonstrable exposure to automation or AI-enabled process improvement.\n, • Hands-on experience using LLM-based tools (e.g., Microsoft Copilot, Claude, ChatGPT or similar) in a professional or project context.\n, • Proficiency in process mapping, requirements gathering, and user story development.\n, • Strong analytical and problem-solving skills with the ability to validate AI outputs critically.\n, • Excellent communication skills, with the ability to engage technical and non-technical audiences.\n, • Strong client-facing skills, with the ability to establish credibility and build trusted partnerships across multiple functions.\n\n Preferred Skills \n\n • Experience working within a finance automation or transformation environment, supporting the design, testing, and deployment of automated and AI‑enabled workflows.\n, • Demonstrate working knowledge of Microsoft 365 and automation tools such as Claude, Alteryx, and UiPath.\n, • Experience contributing to agent design, prompt development, and/or the application of AI governance and control frameworks within a regulated Finance context.\n\n \n Pay range and compensation package \n Base salary: Starting at 135,000, plus bonus. The actual base salary will be determined on an individualized basis considering a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement), this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). \n \n We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited. \n #LI-DV1

Workday Finance Functional Consultant \n Location – NYC, NY \n Work Mode – Hybrid – 3 days in Client Office \n \n We are top client partner \n \n Skills \n Mandatory Skills : Workday Finance \n \n Job description \n Workday Finance Functional Consultant \n Role Summary \n Seeking a Functional Consultant with extensive experience in Workday Financials to lead requirement gathering solution design configuration testing and stakeholder engagement for finance transformation initiatives \n Workday Financials consulting experience and at least one endtoend Workday Financials implementation experience \n Job Responsibilities \n Act as the primary Functional Consultant for Workday Financials implementations and enhancements \n Conduct requirement gathering workshops and perform fitgap analysis with business stakeholders \n Translate business requirements into Workday Finance solutions and functional designs \n Configure and support Workday Financial modules and business processes \n Collaborate with Finance Accounting Procurement and technical teams to ensure successful solution delivery \n Support data validation testing SITUAT defect resolution and production deployment activities \n Prepare functional specifications process flows and user documentation \n Provide postgolive support and drive continuous process improvements \n Ensure alignment with financial controls compliance and reporting requirements \n Required Skills \n Extensive experience as a Workday Finance Functional Consultant \n Strong functional knowledge of \n General Ledger GL \n Accounts Payable AP \n Accounts Receivable AR \n Procurement \n Expenses \n Asset Management \n Financial Reporting \n Experience with Workday Financial Management configuration \n Strong understanding of finance and accounting processes \n Expertise in requirement gathering solution design and stakeholder management \n Experience supporting integrations testing and data validation activities \n Excellent communication and business consulting skills \n Workday Financials certification preferred \n

Finance & Accounting Advisory – Consultant \n \n \n \n Our consultants work as part of a team with other CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings, and developing a strong relationship with client management. \n \n \n \n Take ownership of your career at CFGI: \n \n\n \n • Gain exposure to a wide range of industries and/or projects.\n \n • Make a true business impact with your clients.\n \n • Own projects from start to finish. \n \n • Experience client interaction and thrive in a client-facing role.\n \n • Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. \n \n • Enjoy the flexibility of office/remote/client site work locations (engagement specific).\n \n • Create your own path.\n \n • Enjoy what you do!\n \n\n \n \n \n What you might expect: \n \n\n \n • Preparation of operational due diligence for complex transactions (i.e. – acquisitions and divestitures, stock offerings, debt raises, IPO’s). \n \n • Accounting projects focused on carving out business units/subsidiaries. \n \n • Integration with client’s internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support.\n \n • Preparation of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination). \n \n • Research & documentation projects related to new ASC accounting standards.\n \n • Process improvement projects and implementation of changes.\n \n\n \n \n \n What you must have: \n \n\n \n • 2.5–5 years of experience in public accounting, accounting advisory, consulting, and/or corporate accounting/finance.\n \n • Minimum of 2 years of experience at a Big 4 firm (Deloitte, EY, KPMG, or PwC).\n \n\n \n \n \n What sets you apart: \n \n\n \n • Experience applying U.S. GAAP through financial statement preparation, audit engagements, month-end close, financial reporting, or technical accounting research.\n \n • Experience owning portions of accounting, audit, or finance-related workstreams and deliverables.\n \n\n \n \n \n Nice to have: \n \n\n \n • CPA license or active progress toward CPA certification.\n \n • Exposure to SEC reporting and filings, including Forms 10-K, 10-Q, and S-1.\n \n • Experience in one or more complex accounting areas (e.g., revenue recognition, leases, business combinations, or stock-based compensation).\n \n\n \n \n \n Who thrives here: \n \n\n \n • Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.\n \n • Effective analytical and critical thinking abilities.\n \n • Entrepreneurial nature, self-motivated, ethical, and dependable.\n \n • High energy with commitment to quality client service.\n \n\n \n \n \n CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $95,000 - $115,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual’s level and overall work performance. \n \n \n \n We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 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.

About Sims Metal \n Sims Metal (Sims) is a global leader in metal recycling. With facilities across the globe, Sims plays an intrinsic role in the circular economy by making resources available for future use. As responsible corporate citizens, we continuously seek new ways to broaden our participation in the environmental sector, ensuring that our future is as bright, safe, and secure as ever in our long history. \n \n Purpose of Role \n Reporting to the Financial Controller, the Accounting Manager supports the financial control and reporting function to ensure the accuracy, integrity, and timeliness of financial information. Working closely with the Financial Controller and the broader finance team, this role supports financial reporting, compliance, internal controls, and cash flow monitoring. The position also serves as the Business Unit’s primary technical accounting expert, provides accounting guidance to operational and commercial stakeholders, supports audit processes, and contributes to ongoing process improvements within the finance function. \n \n Principal Accountabilities \n \n Financial Reporting \n\n • Assist in preparing monthly, quarterly, and annual financial statements, including the Balance Sheet, Profit & Loss, and Cash Flow.\n, • Support compliance with applicable accounting standards (IFRS) and internal reporting policies.\n, • Assist with Business Unit reporting requirements for half-year and year-end reporting cycles, including supporting disclosures and audit deliverables.\n, • Support coordination of external and statutory audits, including preparation of audit schedules and responding to queries.\n\n Internal Controls & Governance \n\n • Support the implementation and monitoring of internal control policies and procedures.\n, • Assist in maintaining documentation of financial processes and controls.\n, • Contribute to strengthening the control environment and identifying areas for improvement.\n\n Technical Accounting & Advisory \n\n • Act as the primary technical accounting expert for the Business Unit. Where relevant, provide technical accounting training and guidance to finance and operational teams.\n, • Provide accounting and financial guidance on contracts, capital projects, restructures, strategic initiatives, system or process changes, and acquisition activities.\n, • Assess accounting treatment for significant and non-routine transactions, with reference to IFRS 15 Revenue from Contracts with Customers, IFRS 16 Leases, IAS 36 Impairment of Assets, IAS 37 Provisions, Contingent Liabilities and Contingent Assets, and IFRS 3 Business Combinations.\n, • Prepare accounting position papers and technical assessments for review by Group Finance.\n, • Ensure local accounting practices remain aligned with Group Accounting Policies.\n, • Partner with Group Finance to support implementation of new and revised IFRS standards within the Business Unit.\n\n Balance Sheet, Capital & Asset Planning \n\n • Oversee the balance sheet reconciliation process, ensure timely resolution of reconciling items, and confirm that balance sheet positions accurately reflect underlying business activities.\n, • Review capitalization assessments and asset disposals, ensuring alignment with Group capital expenditure policies and IFRS requirements.\n, • Support impairment assessments and asset valuation reviews where required.\n\n Cash Flow & Working Capital \n\n • Assist with cash flow monitoring and liquidity reporting.\n, • Support working capital analysis across receivables, payables, and inventory.\n, • Partner with Treasury and operational teams to improve cash management processes.\n\n Financial Analysis \n\n • Perform financial analysis and assist with interpretation of financial statement trends.\n, • Support collaboration with FP&A and business unit teams to provide reporting insights.\n\n Key Performance Indicators (KPIs) \n\n • No reported non-compliance with IFRS or Group Accounting Policies.\n, • Monthly reporting timetables met.\n, • Timely completion of the BU component audit and delivery of local audited accounts to statutory timelines.\n, • Reduction in audit issues, with internal and external audit findings remediated within agreed timeframes.\n, • Timely completion of balance sheet reconciliations and reduction in aged reconciling items.\n, • High-quality technical accounting assessments delivered on time.\n, • Successful implementation of new and revised accounting standards\n\n Experience / Qualifications Required \n\n • Degree in Finance, Accounting, Economics, or related discipline\n, • Strong knowledge of IFRS and technical accounting requirements.\n, • Proven experience partnering with business stakeholders to deliver financial insights and support data-driven decision-making.\n, • CA/CPA qualification (or equivalent),\n, • Understanding of internal controls frameworks.\n, • Experience working with internal and external auditors.\n, • ERP system experience\n, • Experience with reconciliation and reporting tools, such as BlackLine and Power BI, and familiarity with Hyperion HFM\n\n \n Sims Limited is proud to be an equal opportunity employer. We value the diversity of all employees and are committed to creating an inclusive working environment where everyone can contribute, advance on merit, and realize their full potential. The company does not discriminate regarding race, sex, religion, color, national origin, citizenship status, disability, age, marital or familial status, sexual orientation, gender identity, gender expression, veteran status, housing status, source of income, or any other status protected by federal, state, or local laws. This applies to any employment decision, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Qualified applicants with a disability needing a reasonable accommodation may request such without fear of reprisal or discrimination. \n \n If you are passionate about and eager to make a difference in the recycling industry, we invite you to apply today and help us secure our future at Sims Limited. To learn more about Sims Limited, please visit www.simsltd.com for more information on Sims and its commitment to sustainability.

Chief Financial Officer (CFO) - Single Family Office \n \n Single Family Office located in midtown Manhattan is seeking a Chief Financial Officer. Responsibilities of the office include investing, accounting and tax management, estate planning, charitable giving, banking, and bill pay. The office is both an asset manager and a client-service organization. \n \n Reporting to the CIO, the CFO will be responsible for preparing, analyzing and managing the accounting and financial reporting for a wide range of investments (including public and private equity and credit along with allocations to outside investment managers) held by family-controlled entities that include individuals, trusts and foundations. This position is responsible for ensuring timely and precisely accurate accounting and reporting on both a tax and P&L basis. Responsibilities also include bill pay and a strong focus on tax advice/oversight/management. The office aims to instill a “best practices” approach to process in order to improve workflow, streamline reporting and enhance service delivery to the family. \n \n Responsibilities: \n \n\n • Oversee the day-to-day operations of the Family Office Finance & Accounting team.\n, • Oversee the timely and accurate preparation of financial and investment reports including tax reporting and investment P&L.\n, • Enhance balance sheet/net worth reporting; provide periodic financial reports for assets, cash flow and personal spending\n, • Oversee tax planning for the Family Office and its members, including both federal and state obligations. Identify and analyze tools for reducing tax liability, including New York PTET structure, management of charitable contributions, management of timing around realizations, etc. Plan for future tax obligations (e.g., estimated payments).\n, • Contribute original thinking on potentially advantageous structures for the Family Office (Lender’s, insurance wrappers, etc.) in consultation with relevant domain experts.\n, • Serve as the primary point of contact with outside tax preparers. Assist in information gathering and ensure recommended tax payments and filings are made on a timely basis; review all third-party prepared tax returns.\n, • Work closely with outside accountants, banks, investment custodians, third-party administrators, attorneys, and systems service providers to achieve various objectives.\n, • Work closely with external legal and tax teams around estate planning. Oversee implementation and management of structures necessary to achieve estate planning objectives.\n, • Bill payment and cash management; review check payments, ACH transfers, and bank wires.\n, • Review new account documents, including bank, brokerage, loan documents, and subscription and legal documents as needed.\n, • Prepare ad hoc reports by collecting, analyzing, and summarizing data.\n, • Prepare annual operating budget for Family Office.\n, • Oversee expense management for Family Office. Look for opportunities to improve operations and reduce costs.\n, • Supervise, train, and mentor staff.\n, • Maintain security by enforcing internal controls over cash and investment accounts. Remain current on “best practice” cash and banking security procedures and ensure they are incorporated in Family Office protocols.\n, • Provide cash management analysis and forecasting.\n, • Manage charitable giving and pledge obligations/cash flows from Family Office members including multiple foundations. Ensure proper record keeping and reporting.\n, • Oversee all books and records of the Family Office, including ensuring that all such documents are properly maintained on the centralized server.\n, • Ensure compliance with all tax, reporting and financial laws and regulations.\n\n \n Qualifications: \n \n\n • Bachelor’s Degree with an extended track record of accounting experience, preferably within a Family Office.\n, • CPA and/or MS, significant tax exposure strongly preferred.\n, • Strong technical accounting and financial reporting skills (including advanced proficiency in Excel).\n, • Ability and willingness to be both responsive and proactive.\n, • Strong attention to detail; highly organized and capable of managing multiple priorities.\n, • Strong verbal and written communication skills; even tempered with strong listening skills.\n, • Respectful, honest, discreet, and of high integrity.\n, • Ability to understand complex matters and explain to family members and office staff.\n, • Comfortable in a small office environment and possesses an entrepreneurial spirit.\n, • Experience with one or more general ledger accounting and portfolio accounting systems preferred; capable of overseeing vendor relationships including outside accountants and software/service providers.\n, • Demonstrated client service mentality.\n, • Ability to work within a team and to manage the Finance team.\n, • Ability to manage projects within a tight timeframe; willing to undertake additional responsibilities depending on office workflow.\n, • Able to rely on sound independent judgment and prior experience in supervising staff in an environment where flexibility and adaptability are required.\n\n

Trident Consulting is seeking a “Junior AV Support Technician” for one of our clients in “New York, NY - Onsite” — a global leader in transportation. \n \n Job Title: Junior AV Support Technician \n Location: New York, NY - Onsite \n Type: W2 Contract \n Rate: $38/Hr \n \n Summary: \n We are seeking a passionate and driven Junior AV Support Technician to join our Corporate Engineering and IT team. This contract role is ideal for a motivated professional with 2 to 4 years of experience who is eager to build a long-term AV career in a fast-paced enterprise environment. Because client operates as a "Google House," teams rely seamlessly on the Google Workspace ecosystem to stay connected. You will serve as the primary on-site AV resource for our San Francisco office, ensuring our conference rooms and event spaces run flawlessly. If you have a foundational understanding of AV, a customer-first mindset, and an insatiable appetite for learning and growth, we want you on our team. \n Proactive System Maintenance: \n\n • Conduct daily health checks and preventative maintenance across SF conference rooms. Ensure all Google Meet hardware, displays, and integrated audio systems are fully functional and ready for the day.\n\n First-Line Troubleshooting: \n\n • Act as the first responder for user-facing AV issues. Provide empathetic, rapid-response support for team members and guests, ensuring minimal disruption to their meetings.\n\n Event & Production Support: \n\n • Assist with cross-functional AV needs, including room setups, equipment staging, and live event operation for all-hands meetings and special events. You will have the opportunity to shadow senior staff and learn the ropes of live audio mixing and video switching.\n\n Hardware & Inventory Management: \n\n • Maintain impeccable cable management and equipment staging in meeting spaces. Track spare parts, manage RMAs, and help maintain an organized, up-to-date hardware inventory.\n\n Ticketing & Documentation: \n\n • Manage support requests through our internal ticketing system. Log issues accurately, track them to resolution, and contribute to internal knowledge bases by drafting room setup notes, signal flow diagrams, and basic troubleshooting guides.\n\n Continuous Growth & Escalation: \n\n • Actively participate in cross-training and take ownership of small-scale AV projects. Follow established troubleshooting workflows and expertly document symptoms when escalating complex issues to senior AV engineers.\n\n \n Experience: \n\n • 2 to 4 years of hands-on experience in AV support, IT helpdesk, live event production, or a related technical support role.\n, • The "Google House" Ecosystem: Familiarity with Google Workspace, Google Meet hardware, and ChromeOS devices. You should be comfortable supporting cloud-based collaboration platforms.\n, • Technical Foundations: A solid, basic understanding of AV signal flow (audio, video, and control), EDID, common cable standards (HDMI, USB-C, CAT6), and basic networking principles as they relate to AV.\n, • Customer-First Attitude: Highly collaborative with strong verbal and written communication skills. You can explain technical concepts to non-technical users with patience and empathy.\n, • Adaptability & Problem-Solving: The ability to remain calm under pressure during high-stakes meetings, take direction well, follow established processes, and ask excellent questions.\n, • Education: High school diploma or equivalent required. Industry certifications (such as AVIXA CTS, Dante Certification, or ITIL) or relevant technical coursework are a massive plus and show your dedication to the craft.\n\n \n About Trident Consulting \n Trident Consulting is an award-winning staffing and consulting firm headquartered in San Ramon, CA. Since 2005, we’ve partnered with Fortune 500 and high-growth companies to deliver high-quality talent across technology, engineering, business operations, and professional services. \n \n We specialize in contract, contract-to-hire, and direct hire placements, supporting roles across IT, data & analytics, cloud, cybersecurity, finance & accounting, HR, operations, and more. With a strong focus on hard-to-fill and niche positions, our global recruiting engine enables us to deliver speed, quality, and scale.

Job Descriptions： \n The Technical Accounting & SEC Reporting Manager plays a key independent technical and disclosure role, responsible for ensuring timely and compliant SEC reporting and robust technical accounting analysis. This position ensures that all financial statement disclosures align with U.S. GAAP and SEC requirements, supporting audit processes and the implementation of new standards. The manager maintains independence from transactional accounting, contributing critical technical expertise and oversight to the financial reporting function. \n Responsibilities： \n\n • Prepare and coordinate SEC filings, including Form 20-F, Form 6-K, Form S-8, and other registration statements, ensuring accuracy, completeness, and timely submission.\n, • Manage financial statement disclosure tie-outs, supporting schedules, and related documentation.\n, • Coordinate internal and external reviews of SEC filings and resolve comments efficiently.\n, • Research and analyze complex accounting matters under U.S. GAAP and prepare technical accounting memos and position papers.\n, • Monitor new U.S. GAAP and SEC requirements and support timely implementation of related accounting and disclosure changes.\n, • Support external audits and other financial reporting matters involving technical accounting and disclosures.\n, • Partner with internal stakeholders on accounting implications of new transactions, agreements, and business activities.\n\n Qualifications： \n\n • Bachelor’s degree in Accounting, Finance, or a related field.\n, • Certified Public Accountant (CPA) or equivalent certification.\n, • 3+ years of relevant experience in public accounting, technical accounting, and/or SEC reporting.\n, • Strong knowledge of U.S. GAAP and SEC reporting and disclosure requirements.\n, • Hands-on experience preparing or reviewing SEC filings.\n, • Strong technical accounting research, writing, and documentation skills.\n, • Strong attention to detail and ability to manage multiple reporting deadlines.\n\n Preferred Qualifications： \n\n • Experience with a Big Four or other public accounting firm.\n, • Experience supporting GAAP conversions, complex transactions, or accounting policy implementation.\n, • Experience advising on accounting implications of new standards or significant transactions.\n, • Experience supporting external audits and financial statement disclosure reviews.\n\n

Yoh has an immediate, 9 month contract opportunity, as an Digital Marketing Operations Specialist-Paid Media, Campaign Operations within the Entertainment and Music industry to join our client, Onsite, at their office in New York, New York \n\n • $30/hr. max hourly rate\n, • Support paid media campaign operations by managing financial reconciliations, campaign readiness, data quality, and cross-functional coordination across Marketing, Media, and Finance teams.\n, • 40 hours, Mon-Friday, Day time hours. Ability to work OT as necessary.\n To be considered, your current city and state must be clearly listed on your resume. Applications with incomplete location information may not be considered *Candidates must be authorized to work in the United States without the need for employer sponsorship. Due to the client-site nature of this role, we are unable to support OPT or STEM OPT employment, including completion of Form I-983* What You Will Be Doing \n\n • Working closely with Paid Media Strategists, Media Buyers, Finance/Accounting, and other cross-functional teams, this role will support campaign readiness, financial reconciliation, workflow management, and day-to-day paid media operations..\n, • Support Paid Media financial operations, including monthly reconciliation, campaign spend validation, billing documentation, customer and vendor setup, discrepancy resolution, and coordination with Finance and Accounting.\n, • Support Media Buyers with campaign readiness tasks, including audience creation, pixel validation, creative organization, tracking verification, and platform access.\n, • Perform internal campaign reviews across baseline campaigns to ensure campaigns are set up accurately and required information is in place.\n, • Review incoming Premium campaign requests for completeness and operational readiness ahead of daily team planning.\n, • Validate campaign metadata, release information, payment methods, and required documentation, including Marketing Fund notes and Customer IDs.\n, • Identify missing assets, links, approvals, or campaign information and coordinate with Marketing teams and other stakeholders to resolve gaps ahead of campaign planning and launch.\n, • Maintain Airtable workflow accuracy by updating request statuses, validating records, monitoring operational exceptions, and ensuring campaigns progress through the workflow correctly.\n, • Coordinate operational requests across Paid Media, Marketing, Finance/Accounting, and other cross-functional teams.\n, • Help document and standardize operational processes, identifying opportunities to improve efficiency and reduce manual work.\n, • Other duties as capacity allows\nWho You Are\n\n, • HS Diploma or GED required, college degree strongly preferred\n, • 2+ years of experience in ad operations, paid media, marketing operations, finance/billing operations, or a similar operational role, ideally within digital advertising, media, or marketing.\n, • Working knowledge of digital advertising platforms such as Meta Ads Manager, TikTok Ads Manager, and Google Ads, with an understanding of campaign setup, audiences, creative requirements, tracking, and basic campaign metrics. Hands-on campaign buying experience is a plus, but not required.\n, • Experience supporting financial processes such as monthly reconciliation, spend validation, billing/accounting workflows, and budget tracking, with the ability to identify and resolve discrepancies.\n, • Experience managing workflows and data across tools such as Airtable, Excel/Google Sheets, CRM, or database platforms, with strong attention to data and process accuracy.\n, • Strong analytical and organizational skills, with the ability to identify missing information, assets, approvals, or operational exceptions and proactively coordinate solutions across teams.\n, • Demonstrated ability to manage multiple workflows and deadlines while working effectively with Media, Marketing, Finance/Accounting, and other cross-functional partners in a fast-paced environment.\nIf This Sounds Like You, Apply Now! Yoh makes finding and applying for jobs simple. Partner with Yoh to find the right opportunities across multiple industries in the US and UK. Estimated Min Rate: $30.00\n Estimated Max Rate: $30.00\n \n \n What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:\n \n \n\n • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)\n, • Health Savings Account (HSA) (for employees working 20+ hours per week)\n, • Life & Disability Insurance (for employees working 20+ hours per week)\n, • MetLife Voluntary Benefits\n, • Employee Assistance Program (EAP)\n, • 401K Retirement Savings Plan\n, • Direct Deposit & weekly epayroll\n, • Referral Bonus Programs\n, • Certification and training opportunities\n\n Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply. \n Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. \n Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process. \n For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. \n It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. \n By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice \n Stay Safe During Your Job Search Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information.

Finance Manager | Independent Creative Agency | Music & Entertainment \n \n A rapidly growing creative services company is looking for a Finance Manager to join its team. This newly created role will be the first dedicated in-house finance and accounting hire and will have the opportunity to build the financial infrastructure of a growing business from the ground up. \n Reporting directly to the Executive team, this person will take ownership of the company's day-to-day accounting and financial operations while helping leadership bring greater structure and visibility to the business. The role will go beyond traditional accounting, partnering with leadership on budgeting, profitability, hiring decisions, project economics, and other important business decisions. \n \n The company operates in a highly collaborative and creative environment and works with well-known brands and organizations on a variety of high-profile content and experiential projects. This is an excellent opportunity for someone who enjoys both the technical side of accounting and being a true business partner within a dynamic, entrepreneurial organization. \n The company is based in Brooklyn and operates primarily in-office, with some flexibility for the right candidate. \n \n Responsibilities: \n\n • Own the company's day-to-day accounting and general ledger activity, including accounts payable, accounts receivable, reconciliations, journal entries, and month-end close\n, • Manage the company's financial activity within QuickBooks and ensure the books are accurate, timely, and properly maintained\n, • Build and maintain budgets, forecasts, project-level financial tracking, and other reporting that gives leadership greater visibility into the financial performance of the business\n, • Partner with the CEO and COO to evaluate business decisions, including hiring plans, major expenditures, project economics, pricing, and other investments\n, • Develop financial analysis that helps leadership understand the costs, risks, and potential returns associated with different business opportunities\n, • Establish more formal accounting, budgeting, reporting, and financial processes as the company continues to scale\n, • Improve project-level financial tracking and help establish greater visibility into revenue, costs, profitability, and cash flow\n, • Coordinate with external bookkeeping and payroll providers while taking increasing ownership of the company's internal financial operations\n, • Translate financial information into clear, practical insights for business leaders and team members who may not have a finance or accounting background\n, • Identify opportunities to improve financial controls, systems, processes, and overall business efficiency\n, • Support broader strategic and operational initiatives as the finance function develops\n\n \n Requirements: \n\n • 3–6+ years of progressive accounting and/or finance experience, ideally within a creative agency, production company, professional services business, or similarly project-based environment\n, • Strong understanding of core accounting principles, including general ledger accounting, AP, AR, reconciliations, accruals, and month-end close\n, • Hands-on experience with QuickBooks is required\n, • Experience with budgeting, forecasting, financial reporting, or other FP&A activities is highly preferred\n, • Experience tracking the financial performance of individual projects, clients, or engagements is a strong plus\n, • Ability to take ownership of the accounting function while also thinking beyond the numbers and understanding the broader business\n, • Strong analytical and problem-solving skills with the ability to turn financial information into practical business recommendations\n, • Excellent communication skills and the ability to work effectively with creative, operational, and executive stakeholders\n, • Comfortable operating in an entrepreneurial environment where processes are still being built and responsibilities may evolve over time\n, • Self-starter with strong attention to detail, sound judgment, and a willingness to get into the weeds when necessary\n\n \n Salary: $100,000 - $120,000 \n \n The above salary range represents the company's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. \n \n Please send your resume for immediate consideration to: jdamico@adviceny.com \n \n If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! \n \n Advice Personnel \n Celebrating 40 years as New York’s trusted boutique executive recruiting & staffing firm \n

About TPG \n TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with operational teams around the world. TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities. \n TPG’s success depends on our people, and we build and sustain our world-class team by creating an inclusive, supportive culture within the firm that seeks excellence and encourages humility and transparency. The quality of our investments and our ability to build great companies depend on the originality of our insights. Reaching our firm’s full potential means supporting every team member to bring the fullness of their unique perspective to their work and to our community. We are committed to a diverse, equitable, and inclusive workplace to foster diversity of thought and reflect the breadth of our limited partners and portfolio companies. \n \n Description of Position \n TPG Real Estate Finance is seeking a highly motivated and detail-oriented Fund Controller to join our team. This pivotal role is responsible for the oversight of accounting, operational, and financial reporting functions for our Real Estate Finance vehicles. The successful candidate will act as a key liaison between internal teams and external partners, ensuring excellence in financial accuracy and compliance within a fast-paced, institutional environment. \n \n Principal Responsibilities \n\n • Oversee and coordinate with third-party administrators in the preparation and review of monthly NAV estimates, quarterly financial statements, and investor reporting, ensuring strict adherence to US GAAP and TPG standards.\n, • Perform and review complex calculations including management fees, expense allocations, and General Partner promote/carried interest distributions.\n, • Review quarterly and annual audited financial statements, including footnote disclosures and supplemental schedules; serve as the primary point of contact for fund year-end audits.\n, • Act as a subject matter expert on technical accounting matters, consulting with external auditors and tax advisors on complex transactions and evolving regulatory issues.\n, • Review and approve capital call and distribution calculations, ensuring all notices and summaries are in strict compliance with the Fund’s Limited Partnership Agreement (LPA) and distribution waterfalls.\n, • Partner with the Investor Relations team to fulfill bespoke reporting requests and provide high-level financial data for investor inquiries.\n, • Coordinate extensively with TPG’s internal tax, legal, valuation, and operational teams to support deal closings, valuation committees, and regulatory compliance filings.\n, • Identify and implement process enhancements to improve the scale and efficiency of the accounting and reporting functions.\n\n \n Requirements \n\n • 5-8 years of relevant financial services experience, ideally beginning in public accounting (Big 4 preferred) followed by a role within private equity or real estate investment management.\n, • Bachelor’s degree in accounting or finance; CPA license is highly preferred.\n, • Advanced proficiency in Microsoft Excel and experience with industry-standard accounting systems (e.g., Yardi, Investran, or MRI).\n, • Exceptional verbal and written communication skills, with the ability to distill complex financial information for non-accounting stakeholders.\n, • A proactive, no-task-too-small attitude with the ability to work independently in a deadline-driven environment.\n, • Unwavering attention to detail and a commitment to maintaining the highest standards of data integrity.\n\n \n Competencies \n The ideal candidate is detail-oriented and operationally rigorous, with a strong instinct for data integrity and process discipline. They are intellectually curious about lending mechanics and asset performance, comfortable owning multiple workstreams simultaneously, and able to communicate findings clearly to deal team members and senior management. They see process gaps as problems to solve and take initiative in building solutions. \n \n It is expected that the annual base salary for this role will range from $135,000 – $165,000. Base salary is one component of TPG’s competitive total rewards package which typically includes discretionary compensation, comprehensive health benefits, and paid time off. Other incentives may also be available to certain eligible employees.

The Opportunity \n We are a founder-owned luxury transportation company, operating an asset-light model across multiple entities and states. We’re ready to add a Controller who brings deep technical accounting expertise, proven process optimization, and the drive to build infrastructure that supports the next stage of the company’s growth. \n You will report directly to the CFO and work closely with an established accounting team that knows the business well. We are looking for a technical accounting partner who can own the close, lead the audit relationship, and bring structured process where it’s needed. You’ll earn autonomy quickly here: the expectation is a structured ramp-up, then the freedom to run. \n What You’ll Own \n Financial Reporting & Close Management \n\n • Own the full monthly, quarterly, and annual close process; work with the existing accounting team to drive continuous improvement in close timelines and accuracy\n, • Prepare and present financial statements in accordance with US GAAP, with particular attention to revenue recognition across service types, multi-entity consolidation, and contractor/vendor accounting\n, • Build and maintain the company’s accounting policy documentation, working with the team to codify the institutional knowledge and practices\n, • Produce management reporting that gives the CFO and ownership clear, actionable insight — not just numbers, but narrative\n\n General Ledger & Internal Control \n\n • Maintain and improve the general ledger in Workday Financials; own the chart of accounts, intercompany entries, and elimination processes across multiple entities\n, • Assess the current state of internal controls and develop a practical, right-sized control framework — one that protects the company without creating bureaucracy that slows a fast-moving business\n, • Identify and implement process improvements that reduce manual work\n, • Serve as the primary day-to-day contact for external auditors; manage the audit timeline, prepare schedules, and resolve questions efficiently\n, • Coordinate with outside tax advisors on federal and multi-state filings, ensuring the accounting team provides clean, timely data; flag tax-relevant transactions proactively\n, • Prepare support for the founder’s related entities, working with external advisors as needed\n, • Lead a team of 1–3 accounting professionals; set clear expectations, develop skills, and build on the team’s existing strengths to handle growth without simply adding headcount\n, • Foster a culture of accuracy, curiosity, and continuous improvement. Technology & Process Modernization\n, • Serve as the functional owner of Workday Financials from an accounting perspective; partner with IT and operations to optimize configuration, reporting, and integrations\n, • Evaluate and recommend tools that complement Workday — whether for expense management, AP automation, close management, or analytics — with a bias toward reducing repetitive work so the team can focus on judgment and analysis\n\n Who You Are \n Required \n\n • CPA license (active)\n, • 5+ years of progressive accounting experience, with a meaningful portion in external audit and subsequent experience in a corporate/industry Controller or senior accounting role\n, • Deep working knowledge of US GAAP, particularly revenue recognition (ASC 606), multi-entity consolidations, and intercompany accounting\n, • Hands-on experience managing a monthly close process end to end and serving as the primary audit liaison\n, • A management style that is direct, organized, and development-oriented. You should be comfortable holding people accountable while investing in their growth.\n\n \n Strongly Preferred \n\n • Experience in a services, transportation, or other asset-light business model. The revenue recognition and cost structure patterns in these industries translate well\n, • Working knowledge of Workday Financials, including module configuration, report building, and integration management\n, • Exposure to founder-owned or closely held private companies, where you understand the dynamics of working with ownership directly and navigating related-entity considerations with appropriate discretion\n, • Experience with ERP systems at an administrative or power-user level. We run Workday Financials, but we are more interested in your ability to learn and optimize a system than in whether you’ve used this specific one. If you’ve been a strong user of NetSuite, SAP, Oracle, Sage Intacct, or a comparable platform, you’ll adapt.\n, • Multi-entity and multi-state accounting experience. We operate across state lines and support related legal entities — you need to be comfortable with consolidation complexity and varied compliance requirement\n, • Demonstrated comfort with technology modernization — you’ve led or contributed to an ERP migration, automation initiative, or process overhaul in a prior role\n, • Familiarity with AI-powered accounting tools or a clear point of view on where automation should replace manual effort in the close, reconciliation, and reporting cycle. This is increasingly table stakes for the profession, and we want someone who leans forward on it\n\n \n What Will Make You Successful \n\n • Here Beyond the technical requirements, we’re looking for a specific type of professional\n, • You are a self-starter who doesn’t need to be managed closely. The CFO will invest time in onboarding you and building the relationship, then expects to step back. You should be energized by that autonomy, not anxious about it\n, • You know when to check in and when to run. Not every decision needs approval, but some do. You have the judgment to know the difference, and you communicate proactively when something is heading off-track rather than waiting to be asked\n, • You will challenge ideas constructively. We want your perspective, especially when you see risk or disagree with a direction. What we value is someone who raises concerns directly and supports them with evidence — then commits fully once a decision is made\n, • You bridge the technical and the practical. The leadership team understands the business deeply. Your value-add is connecting business knowledge to the accounting and reporting implications — explaining complex treatments and risks in clear, accessible terms\n, • You take ownership of problems, not just tasks. When something needs fixing — a process, a reconciliation, a deadline — you don’t just flag it. You come with a recommendations\n\n What the First 90 Days Look \n\n • Like We don’t expect you to transform the function in your first quarter. We do expect you to Immerse yourself in the business — understand how we generate revenue, where cash moves, who our key partners and vendors are, and how the operational model connects to the financials\n, • Conduct a thorough assessment of the current state of the books, the close process, internal controls, and the Workday configuration. Produce a written evaluation with a prioritized improvement plan\n, • Build relationships with the external audit partner, outside tax advisor, banking contacts, and key internal stakeholders.\n, • Lead at least one close cycle start to finish, identifying friction points and quick wins.\n\n \n Work Environment & Logistics \n\n • We are an in-person-first organization. We believe that proximity matters — especially during your first several months when relationship-building and hands-on assessment of our processes require being in the room. That said, we are adults. Periodic remote work to accommodate life is expected and supported; we simply don’t operate on a permanent hybrid or remote schedule. This role may involve occasional travel to other company locations.\n\n \n Salary: On-Target Earnings: $150,000 based on experience and competency. \n \n Work Authorization \n Applicants must be legally authorized to work in the United States and maintain valid work authorization throughout their employment. This position is not eligible for employer-sponsored work authorization or visa sponsorship now or in the future. Employment is contingent upon successful completion of Form I-9 employment eligibility verification.

About Consello \n Consello is an Advisory and Investing Platform with offices in New York, Miami, Atlanta, Dublin, Belfast, London, Brussels, and Abu Dhabi. Consello's distinct advisory practices provide the complete strategic counsel today's leaders need to grow and transform their organizations. Consello's advisory expertise spans Corporate Advisory; M Management Consulting; Talent; Risk; and Sports and Entertainment. Dedicated teams operate in each practice, led by a leadership group with deep operational experience across industries, business growth stages and market cycles and with an expansive set of global corporate relationships. \n Consello's investment business, Consello Capital, identifies high-potential mid-market companies and invests capital and expertise to transform their growth. \n \n About Consello Talent \n Consello’s Talent team operates as a focused executive search and advisory practice within the broader Consello platform. We partner directly with CEOs, Boards, and senior leaders of Fortune 500 and high-growth companies to drive high-impact leadership decisions, including Board Director placements, C-suite searches, and succession planning. \n While the Talent practice spans leadership advisory, assessment, and organizational effectiveness, our core team is concentrated on executive search: identifying, evaluating, and placing transformative leaders across critical roles such as CFO, CMO, Investor Relations, and Board Director. \n We combine the agility of a specialized boutique with the resources and relationships of a larger strategic advisory firm. Our work is fast-paced, high-stakes, and deeply collaborative — offering Associates hands-on training, direct exposure to top executives, and meaningful early-career experience helping shape the future of leadership at some of the world’s most influential companies. \n \n Position Overview: \n As an Associate on the Talent team, you will support our executive search process, helping the team source, research, and coordinate high-impact placements across critical C-Suite and Board roles. Working closely with senior consultants, you will build your research, analytical, and project management skills while contributing to searches for some of the most recognizable companies in the world. This is a strong opportunity to launch a career in executive search. Success in this role requires strong attention to detail, eagerness to learn, and growing fluency with AI, various research tools, PowerPoint, and Excel. The ideal candidate is curious and eager to jump into any project with enthusiasm. \n \n Key Responsibilites: \n Search Execution \n\n • Support the development of position specifications and search strategies alongside senior consultants.\n, • Help draft client-facing documents (e.g., candidate reports, search status updates, longlists).\n, • Help track and monitor the search process from kickoff through candidate placement.\n, • Support due diligence, reference checking, and background research.\n, • Leverage AI-enabled research tools and internal knowledge resources to streamline search processes, enhance talent mapping, and identify both obvious and out of the box high-potential candidates more efficiently.\n\n Market & Candidate Research \n\n • Conduct thorough industry and talent mapping to help identify key players and potential candidates.\n, • Use databases (e.g., LinkedIn, internal CRM, external databases) to help build talent pipelines.\n, • Assist with analyzing organizational charts and competitive landscapes.\n, • Stay current on industry trends, leadership moves, and notable executive shifts.\n\n Candidate Development & Engagement \n\n • Support candidate outreach and initial screening under the guidance of senior team members.\n, • Help assess candidate fit against client specifications (skills, experience, leadership style, culture fit).\n, • Coordinate interview scheduling and serve as a point of contact for candidates throughout the process.\n, • Support a positive candidate experience with professionalism and discretion.\n\n Project Management & Internal Coordination \n\n • Coordinate with the team to help manage timelines and deliverables.\n, • Maintain accurate records and documentation in CRM systems.\n, • Help prepare materials for internal meetings and client briefings.\n, • Contribute to internal knowledge sharing and database accuracy.\n\n \n Qualifications: \n\n • Education: Bachelor’s Degree required, with a preference for Finance, Economics, or Accounting.\n, • Professional Experience: 2–3 years in research, consulting, or professional services. Prior exposure to executive search is a plus but not required.\n, • Technical Skills: Proficiency in PowerPoint and Excel.\n, • Communication: Excellent written and verbal communication skills.\n, • Work Ethic: Demonstrated ability to thrive in a fast-paced environment, with willingness to put in extra hours as needed to meet client needs.\n, • Personal Qualities: Curiosity, proactiveness, coachability, and a strong desire to learn.\n, • Industry Knowledge: Interest in technology, finance, industrials, or consumer industries is a plus.\n\n \n Compensation: $100,000 starting base salary, plus annual discretionary bonus. \n \n EEO Statement: Consello Group is an equal opportunity employer and is committed to providing a workplace free from discrimination. All employment decisions are made without regard to race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, citizenship, age, disability, marital status, caregiver status, veteran status, or any other characteristic protected by applicable federal, state, or local law. \n \n About: The Consello Group is a specialized financial services advisory and strategic investing platform. For more information visit www.consello.com.

Director of Accounting (Mandarin Speaking) | PE Backed - Multi-Entity Healthcare Platform | Queens, NY \n \n MUST SPEAK MANDARIN \n \n A growing, PE-backed healthcare services platform in Queens, NY is hiring a Director of Accounting to lead the accounting function across multiple entities and brands. \n \n This is a newly created role, built to bring the accounting function up to public-company standard ahead of a targeted future public offering 3-5 years down the line. \n \n You'll own the monthly, quarterly, and annual close, lead external audits, strengthen internal controls, and drive automation and ERP optimization, all while building and developing a team. \n \n Huge selling point: I personally know the global controller who this role reports to and she's genuinely an incredible leader and person in general - she'll teach you a ton and help you grow your career. \n \n What you'll do: \n\n • Lead accounting and financial reporting across multiple entities (3 companies with a combined $700m in annual revenue) + contribute to the growth strategy of the company\n, • Oversee the close process end to end\n, • Lead annual external audits and serve as the primary liaison with auditors\n, • Strengthen internal controls and financial governance\n, • Drive process improvement, automation, and ERP optimization\n, • Build and mentor a team (currently 6 with potential for more hiring)\n, • Partner cross-functionally with Finance, Operations, IT, Payroll, and executive leadership\n\n \n What you bring: \n\n • Bachelor's degree in Accounting, Finance, or related field; CPA strongly preferred\n, • 6-10+ years of progressive accounting experience, including 3+ years in a people leadership\n, • Strong technical knowledge of U.S. GAAP, financial reporting, and audit management\n, • Experience managing teams across a multi-entity, multi-brand, or multi-location environment\n, • Healthcare, home care, RCM, payroll-heavy, or other regulated-industry experience preferred\n, • MUST SPEAK MANDARIN\n\n \n Details: \n\n • Location: 3 days a week in Flushing\n, • Compensation: $180k - $200k + 15% target cash bonus\n

\n • Manage the month end close process of the management company including reviewing month end journal entries, supporting workpapers and balance sheet reconciliations\n, • Manage the review and analysis of financial information/reports for accuracy and completeness\n, • Prepare ad hoc analysis and build reports\n, • Research, document and implement new technical accounting standards\n, • Research and develop accounting policies for new transactions\n, • Model and project month end results to actively monitor regulatory capital levels and review/prepare regulatory filings\n, • Manage external auditors and review the year-end financial statements\n, • Key player in developing and driving process improvement and automation initiatives\n, • Coordination with tax team on issues, estimates throughout year\n, • Collaboration with Accounts Payable, Payroll, Financial Planning & Analysis, Compliance, and Legal teams\n

Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. \n \n e-Billing Manager \n The e-Billing Manager is responsible for all global e-Billing related activities at the firm. The e-Billing Manager is responsible for timely and successful handling of all e-Billing tasks through the development and implementation of procedures ensuring compliance with client billing guidelines and their technical billing portals. This role directs the e-Billing team, focusing on training and development, while frequently assessing workload to ensure all e-Billing invoices are submitted in a timely manner. The e-Billing Manager maintains professionalism and strict confidentiality in all client and Firm matters. \n \n This position is located in our New York office. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). This position is required to work onsite 2 days a week. \n \n Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. \n\n • Direct the onboarding of new e-Billing clients within the firm’s e-Billing technology solution (e-Billing Hub). This includes establishing timekeepers, timekeeper rates, phase and task codes and diary description key words. Client guidelines will also require the e-Billing Manager to ensure that certain costs are invoiced to the client at proscribed cost rates.\n, • Direct the periodic maintenance of each e-Billing client’s guidelines within the firm’s e-Billing Hub solution. Including updating timekeepers, timekeeper rates, phase and task codes and diary description key words. Updating certain cost codes and rates.\n, • Develop and maintain documentation on e-billing procedures ensuring compliance with client requirements. Communicate guidelines to e-Billing team, billing and collections teams, finance management, attorneys, partners, and their LEA’s.\n, • Ensure timely attention to e-bill rejections minimizing write-offs and lost revenues.\n, • Develop procedures for the timely communication of client short payments providing visibility to partners and where appropriate request exceptions from clients.\n, • Develop e-billing team onboarding, including training on all software platforms, policies and procedures that will result in a highly skilled and effective e-billing team.\n, • Evaluate and mentor staff capabilities periodically to ensure e-billing staff remain abreast of new technologies and procedures.\n, • Prepare and regularly review e-billing team responsibilities and assignments to ensure the highest level of client service to attorneys, firm management and clients.\n, • Reviews and adjust e-billing team workload frequently to accommodate fluctuations in e-billing volume, eliminating barriers to success and limiting staff overtime when possible.\n, • Prepare reports for partners, finance management and firm leaders, including analytics for e-bill volume and success/failure rate of submission, as well as, timing to resolve issues when they arise.\n, • Prepare reports as required by clients and third parties including but not limited to timekeeper listings, timekeeper rates, outstanding e-bills and summary reporting for client’s fiscal year.\n, • Continually analyzes industry-specific technology, procedures and policies to ensure best practices are deployed. Prepare recommendations for process improvements to Director of Revenue and firm management with the objective of the duration of time from work to bill to collect.\n, • Participate in finance systems upgrades, ensuring proper testing and implementation of systems integrations that effect the e-Billing Hub solution.\n, • Collaborate with billing and collection teams to ensure timely attention of all issues that impact the flow of e-bills processes from matter set up to payment of invoices.\n, • Develop, mentor and coach e-billing team and lead the team as a role model to champion firm initiatives.\n\n \n Supervisory Responsibilities \n\n • Directly supervises and manages employees and is responsible for their overall direction, coordination, and evaluation. Carries out supervisory responsibilities in accordance with the Firm’s policies and applicable laws. Responsibilities include interviewing and training; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems; and making recommendations for hiring, promotion, compensation, and termination.\n\n \n Knowledge, Skills and Abilities \n\n • Bachelor’s degree in Business, Accounting or Finance and ten or more years of progressive e-billing experience, in an Am Law 100 law firm, and five or more years of supervisory experience is required. Advanced degree or certificate in project management is preferred. Experience with Elite and or Aderant time and billing software, and e-Billing Hub, or similar industry standard is required.\n, • Experience with Microsoft Office with advanced proficiency with MS Excel spreadsheets, including features such as pivot tables, charts and graphs and formulas; must be proficient with MS Word and PowerPoint software.\n, • Analytical skills requiring an aptitude for detail and accuracy in order to conduct analysis of complex client billing problems, reconciliation of billing related issues, ability to multi-task with numerous reports simultaneously.\n, • Exhibit high degree of initiative in order to manage multiple priorities in a fast-paced, deadline-driven, detail-oriented work environment, and ensure work is completed within strict deadlines. Proactive with excellent troubleshooting, problem resolution, and follow-through skills.\n, • Excellent interpersonal, verbal and written communication skills. Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts.\n, • Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment. Ability to act independently and make decisions within scope of the position’s responsibilities.\n, • Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, facsimile, scanner, etc.\n, • Ability to occasionally retrieve and distribute files, written documentation, or office supplies weighing up to 10 pounds.\n, • Required to work towards deadlines; must be able to work more than 35 hours per week in New York.\n\n \n For the New York office, the annualized salary range for this position is $160,000 to $210,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law. \n \n We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies. \n \n Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.