Even financial jobs in United States

IT/Tech Sales Maverick Wanted!!! This is an Outside Sales Who We Are: Welcome to DMS, where IT meets innovation! We’re not just another IT Services firm—we’re a powerhouse of Managed and Professional Services, driven by a mission to revolutionize IT Management. Our secret sauce? Tailored IT programs that deliver unparalleled value and success for our clients. Our leadership team is a blend of visionary minds and seasoned professionals, all laser-focused on greatness. If you’re eager to be part of a dynamic team that celebrates victories and thrives on customer success, your next adventure starts here. What We’re Looking For: Are you the kind of person who sees a “No Soliciting” sign as a challenge? Do you thrive on the thrill of the chase, turning cold leads into warm deals? If you’ve got at least 2 years of B2B sales experience and the heart of a hunter, we want you on our team. You should have a natural knack for sniffing out opportunities, crushing sales goals, and raking in rewards for your hard-earned successes. If the idea of uncapped income makes your heart race, then this could be the perfect fit for you. Your Mission (Should You Choose to Accept It): Hit (and Exceed) Sales Targets: We set the bar high because we know you’ll reach it—and then some. Lead the Charge: Develop qualified leads that others might overlook. Spot the Opportunities: Identify sales opportunities like a pro. Seal the Deal: Generate killer proposals and quotes that clients can’t resist. Wow the Crowd: Deliver presentations that leave customers thinking, “Wow, where have you been all my life?” Build Relationships: Keep the conversation going and the relationships growing. Close Like a Champ: We’re talking serious closing skills here—bring your A-game. Stay on Top: Maintain daily CRM activity and a sales pipeline that’s bursting with potential. The Ideal Candidate: You’re in the early stages of your sales career, armed with about 2 years of B2B experience, and you’re ready to take control of your future. You’re not just looking for a job; you’re looking for a place where your effort directly impacts your income—no limits, no ceiling. Sound like you? Let’s talk. Perks of the Job: Job Type: Full-time Schedule: Monday to Friday (Because even sales rockstars need weekends off) Salary: + Commission Location: Hybrid remote in the heart of New York, NY 10017 Health Benefits: After 90 days Ready to Make Your Mark? If you’re excited by the idea of controlling your financial destiny, we’d love to hear from you! The hunt begins now—are you ready to take the lead?

POSITION DESCRIPTION Position: Program Manager Program: VITA Tax Program Reports to: Program Director Salary Range: $60,000 to $65,000 Posted: March 30, 2024 Start Date: Immediately Full – Time- Vita Tax Program About Ariva MISSION: Our mission is to bring economic justice, opportunity and inclusion to our Bronx neighbors and other underserved communities across New York City. VISION: We envision a world where all New York City residents experience economic justice, financial inclusion, and the opportunity to build financially empowered and prosperous lives. We offer free comprehensive financial capabilities services and free income tax assistance at locations around New York City. Information on our projects and programs Position Description The Program Manager is part of Ariva’s management team and has lead responsibility for the management and performance of one year round VITA tax site and up to six seasonal tax sites. The Program Manager has direct supervision of two to three permanent staff and about twelve seasonal employees. The manager is responsible for ensuring that the sites within their portfolio meet all internal and external contract goals. Ariva is one of the most established non-profit free tax assistance organizations in the Bronx. We are an IRS sponsored VITA program and a Certified Acceptance Agent for ITINs. The program serves over 8,000 New Yorker each year at about ten seasonal and three year round locations. The tax team is composed of 5 full-time year-round staff, 20-25 seasonal staff and about 100 hundred volunteers. This job involves frequent local travel to sites around NYC and requires some evenings and weekend hours over the course of the year. During the main filing season (January-April), the Program Manager can expect to work most evenings and Saturdays. Face-to-face in-person service is an essential component of this position. All staff must be vaccinated and must follow the health and safety procedures in our offices. This position is 100% in person. The average work week is 45 hours, more during the income tax filing season and other busy times of year. Ariva is a growing organization, and this position offers the opportunity to grow with us. Responsibilities The Program Manager has full responsibility for the tax sites in their portfolio. The Program Manager directly oversees projects and tax sites and supervises line staff. They also provide coverage as needed in the absence of site staff to ensure seamless and efficient operations of the tax sites. The Tax Program is a VITA program highly regulated by the IRS. The Program Manager ensures that all aspects of the tax sites in their portfolio are fully compliant with all IRS VITA program requirements. Ariva is also a Certified Acceptance Agent for ITINs. This IRS program also has stringent compliance requirements and, in addition, has extensive record keeping requirements. If ITINs are accepted at any of their locations, the Program Manager is responsible for ensuring that Ariva is at all times fully compliant with the requirements of the ITIN program. Responsibilities Specific responsibilities include, but are not limited to: Primary Responsibilities · Tax site performance monitoring and reporting. Ensuring the tax sites at all times meet all IRS and local funders requirements, including but not limited to the ten IRS Quality Site Requirements. · Recruitment, mentoring, retention and supervision of site coordinators and seasonal staff. · Oversight of community outreach campaigns and marketing to support a client pipeline at assigned sites. Maintaining an up-to-date client story bank. · Cultivation and engagement of community partners, financial services partners, and other host partners in the communities where the tax sites are located · Coordinating program integration activities with Ariva’s financial counseling program. · Ensuring a highly professional and client-centered environment at all of Ariva’s tax sites. · Ensuring the tax sites have at all times adequate equipment, technology and supplies and safeguards in place to preserve the privacy and safety of client data. Duties include securely maintaining an equipment inventory of laptops and peripherals, and ensuring the software is up to date, including security and antiviral software. · Participate in weekly Ariva management team meetings. Additional Responsibilities The Program Manager will also have lead responsibility for at least one of the following initiatives: · Direct Ariva’s ITIN program. Ensure that Ariva’s ITIN program is fully compliant with all IRS requirements. · Oversee Ariva’s Senior Citizen Tax Initiative, a program focused exclusively on the tax needs of seniors in our communities. · Oversee Ariva’s tax time savings and asset building initiatives. The assigned manager has lead responsibility in identifying, implementing and monitoring tax time savings efforts at our sites Supportive Responsibilities In addition to the above lead responsibilities, the Program Manager will work closely with and provide support to the Program director in the following: · Contract management. · Reviewing and approving communications content, including website information and social media content related to the tax programs Core Competencies: Minimum three years of experience in managing VITA sites. Seasonal site experience is acceptable. · A demonstrated commitment to and experience working with low-income people and in low-income communities. · Extraordinary customer service skills and high standards of professionalism. · Skilled in managing, motivating and supporting staff and volunteers. · Strong project management skills; ability to simultaneously manage several busy tax sites. · Cultural competence to provide services to the diverse members of our community. · Ability to identify and build new relationships and manage existing ones with community partners. · Computer-literate; comfortable with data management, data entry, and reporting. · Very strong written and verbal communication skills. · Familiarity with CRMs, especially Salesforce and tax software (currently TaxSlayer) · Contract or grant management experience and skills. · Able to work in person and engage in frequent local travel to visit multiple tax sites, primarily in the Bronx. · Willing and able to be flexible in their work schedule; able to accommodate evening and weekend hours to support the tax sites. Depending on project portfolio, additional competencies may be required in: · Services to seniors · ITIN preparation · Asset building and tax time savings. In addition to the above core competencies, the ideal candidate would also have · Basic knowledge of individual income tax returns · Familiarity with social media and some or all of the following applications; Salesforce, Constant Contacts, Wordpress. Salary: $60,000 to $65,000/year, depending on experience. Ariva offers full-time employees subsidized health and dental insurance, generous paid time off and other benefits. This posting will remain open through August 30th, 2024. "Ariva is an Equal Opportunity Employer"

Outside Sales Representative One of Forbes’ America’s Best Midsize Employers is hiring for an Outside Sales Representative to cover the TERRITORY market. If you are looking for an opportunity to earn uncapped commissions, own a sales territory, learn and grow both professionally and financially, then this could be the opportunity for you. Our client is looking for personable and hungry sales professionals to meet face-to-face with their customers in their homes and help to find the best products for their needs. You will have hot leads at your fingertips and use the top-of-the-line training provided by our client to go into customers’ homes and close deals. You will also be able to use the well-known brand to generate more revenue through avenues such as referrals and prospecting. What this role offers: - 100% commission plus many additional ways to earn tiered commission bonuses. - First year Outside Sales Consultants on average earn $60-70K+, with top performers earning well over $100K+ - Commissions are uncapped. Which means what you put in is what you get out! - Paid Training Program - Benefits package available which includes Medical, Dental, Vision, and Life Insurance - Commissions paid weekly - Company Apparel Stipend - Growth Opportunities within the entire business - Requirements: - Attending office meetings and trainings both in person and virtually. - Valid Driver’s license and personal vehicle to meet with customers in your territory. - Available for evening and weekend appointments as necessary. - Excellent customer service and communication style. - Ability to use tools and samples to aid in sales presentations. - Be a Professional in the workplace. - Achieve monthly business development goals. - Ability to lift up to 25 pounds of sample material.

Role and Responsibilities ideas42’s Grant Administrator will be on the Finance and Accounting (F&A) team. The successful candidate will be an experienced Grant Administrator with grant accounting expertise and extensive knowledge of nonprofit accounting, contract revenue recognition, and grant fiscal management. Reporting to the Director, Finance and Accounting, the right person will have meticulous attention to detail, follow-up skills with the emotional intelligence to manage up when encountering challenges. This person will be responsible for pre and post award support, invoicing, maintenance of financial records in accounting software and databases, and account reconciliation. ** Specific responsibilities include but are not limited to:** - Manage the financial aspects of grants, contracts, public and private foundation funding from inception to completion, ensuring compliance with grant guidelines and regulations. - Prepare detailed financial reports for timely submission to funders, actively participate in budget development and conduct thorough financial analyses to address variances. - Perform monthly grant reconciliations to ensure that all activities under each grant fall within the funder and agency guidelines. - Prepare proposal budgets, providing financial input and ensuring alignment with organizational goals. Work with program staff to develop budgets and budget modifications. - Develop and maintain a contract tracking system and invoicing process. - Maintain organized documentation, including proposals, fully executed agreements, budgets, financial reports, invoices, and key correspondence from funders. - Oversee staffing allocations across projects and prepare effort reports. - Assists with annual year-end audits, government contract audits and compliance matters. - Stay abreast of changes in accounting standards and grant regulations to ensure compliance. - Undertake special projects as assigned. ** Qualifications** ** Minimum qualifications** Much of our work hinges on our ability to ask the right questions and arrive at the right answers. As a result, we seek curious, creative, rigorous people with an entrepreneurial spirit. A passion for understanding human behavior, pursuing innovation, and promoting the social good is critical. We also have a strong ownership culture, ultimately caring that all of our work gets completed in a high-quality way with everyone pitching in to get it done. - Bachelor’s degree in accounting, finance or related field OR equivalent practical experience. - 5 - 8 years of relevant accounting experience, particularly in the nonprofit sector. - Advanced Microsoft Excel skills. - Strong understanding of Generally Accepted Accounting Principles, Uniform Guidance, donor compliance and fundamental understanding of non-profit accounting. - Experience with Sage Intacct, Salesforce and Google Workspace. ** About ideas42** We’re a non-profit looking for deep insights into human behavior—into why people do what they do—and using that knowledge in ways that help improve lives, build better systems, and drive social change. Working globally, we reinvent the practices of institutions, and create better products and policies that can be scaled for maximum impact. We also teach others, ultimately striving to generate lasting social impact and create a future where the universal application of behavioral science powers a world with optimal health, equitable wealth, and environments and systems that are sustainable and just for all. For more than a decade, we’ve been at the forefront of applying behavioral science in the real world. And as we’ve developed our expertise, we’ve helped to define an entire field. Our efforts have so far extended to 40 countries as we’ve partnered with governments, foundations, NGOs, private enterprises, and a wide array of public institutions. We value diversity and inclusion and are dedicated to growing our teams with people who have diverse experiences, backgrounds, and skills. We are committed to fair and unbiased hiring practices that support equal employment opportunities regardless of race, color, ancestry, religion, ethnicity, gender, national origin, age, abilities, sexual orientation, or veteran status. ** Working with Us** We seek curious, creative, rigorous people with an entrepreneurial spirit. A passion for understanding human behavior, pursuing innovation, and promoting the social good is critical, but prior expertise or training in behavioral economics or psychology is not required. Candidates with lived experience are strongly encouraged to apply. Our core values are at the heart of everything at ideas42: - We live and breathe what we do. We look at everything through a BEHAVIORAL LENS. - We take OWNERSHIP. We don’t just work at ideas42, we take shared responsibility for it. - We DO GOOD. We use our expertise to improve millions of lives and create a better world for all. - We have fun. We let PLAYFULNESS inform the way we work and our approach to the world, helping to drive our creativity and improve our solutions. - We live with a SPIRIT OF GENEROSITY. We approach our colleagues, partners and people whose lives we seek to improve with an attitude of selflessness and cooperation. - We are TENACIOUS. We never take the easy route, but push to stretch the limits of what’s possible. - We are RIGOROUS in how we think and how we tackle problems. ** Benefits and Compensation** We hope that you are excited by the opportunity to work with us. We are proud to offer a comprehensive and behaviorally designed benefits package and other perks to support our team and allow us to focus on our work of solving tough social problems. - Insurance: We offer fully-covered medical, dental, vision, disability, and life insurance coverage for you and your families. - 401(k) Match: We contribute 3%, even if you don’t contribute at all. - Generous Vacation and Paid Time Off: We’ve built infrastructure to encourage our team to rest and recharge throughout the year. - Paid Parental Leave - Fitness benefits - Dependent Care Accounts - Phone benefits including reimbursement towards a new smart phone - Professional Development fund - Loan Forgiveness: Based on our 501(c)3 status, you are able to receive loan forgiveness under the Public Service Loan Forgiveness Program. ** Application Process Overview** The ideas42 application process has four stages: - Application: Submit your application and resume. - Case Study: Selected candidates will be invited to complete a case study. - First Round Interview: Selected candidates will be invited to a first round interview. - Final Round Interview: Selected candidates will be invited to a final round interview. References will also be requested and contacted during this time.

Personal Assistant/Executive Assistant to CEO A high-profile plaintiff's personal injury law firm, located in Manhattan's Financial District, is looking for a polished, seasoned, and well experienced Personal Assistant/Executive Assistant to support the CEO. This position's duties will be split as 60% Personal Assistant and 40% Executive Assistant. Responsibilities Scheduling and heavy calendar management (BOTH business and personal calendars) Acting as a "gatekeeper" for the CEO Taking, screening, and vetting all phone calls for CEO Produce compliance reports that facilitate the CEO's ability to effectively lead the firm Liaison directly with various doctor’s offices and medical facilities Entering CEO’s tasks into Outlook and Asana to staff and ensure that they are completed Run various personal errands as needed Draft slides, meeting notes and documents Manage contacts in Outlook Perform ad hoc projects MUST have high regard for clients, employees, and family confidentiality MUST be able to prioritize efficiently Requirements Bachelor's Degree Required At least 4 years of proven work experience as a Personal Assistant At least 7 years of relevant experience supporting high level executives Fluency in Spanish required Proficient in Microsoft Office suite Well-organized, detail-oriented, ability to multi-task with great follow-up skills Strong interpersonal and written and verbal communication skills Experience in managing multiple priorities, administrative coordination, and logistics Must be able to work flexible extended hours – some evenings and weekends Commitment to confidentiality required Attendance is crucial in this role