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Director Investment Controllership - Derivatives Controllers Organization of Corporate Finance Full-Time/Boston, Massachusetts or New York, NY Overview Finance and Accounting is at MassMutual’s core, and our team is ushering in an era of growth. We are looking for bold ideas, creative solutions, and comfort embracing change. We strive to build a diverse team and leverage different points of view to optimize processes and build strong relationships. Our team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. We treat policyowners and customers fairly and prioritize financial stability. Being part of a mutual company means that our teams can think long-term, and employees can dive deep into the complex structure of products and the organization. Our finance teams are experts in their field and thrive in fast-paced environments. They balance the needs of the business and invest in the long term, while always putting the customer first. They align their work with our live mutual philosophy and strive to always make the right choice for our policyowners. We are building a team that truly embodies ‘together we move forward.’ The Opportunity As a Director in the Controllers Organization of Corporate Finance, you will serve as a key representative of the Investment Controllership. We are forward-thinking and seek others who will leverage their curiosity, take initiatives, make long-term impact, and drive short-term results. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As a Director, you will work alongside a diverse team of highly motivated professionals focused on proactively driving the development and execution of process improvement, meaningful analysis and control execution for investment accounting activities. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes and investment activities. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization while continuously improving how we work together as a team to make our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. At the same time, we foster an environment where individuals can reach their full potential and secure long-term success. We are seeking a candidate with strong communication skills, a forward-thinking mindset, and deep intellectual curiosity to join the team who can make meaningful impact to the organization. The Impact: As an investment accounting director, you will lead the investment accounting and controllership for derivatives across our various insurance and non-insurance entities, which entails ensuring the accuracy of the investment results across various derivative strategies on a GAAP and statutory basis. This position will also support continued process enhancements related to achieving an accelerated close that produces timely, accurate, and complete investment accounting results in an efficient manner. All candidates must, in addition to possessing the specific qualifications cited below, work efficiently within a complex, fast-paced, and evolving environment, and demonstrate strong organizational and interpersonal skills. • Create an environment whereby the team is inspired, engaged and motivated by opportunities to learn and grow, • Play a key role in leading a collaborative and inclusive culture by working closely with Investment Management Operations, Investment Managers, and other Controllers teams, • Manage the monthly reconciliations between the ledger and investment systems for derivatives ensuring the accuracy of the financial statement results as it relates to derivatives, • Oversee the preparation of monthly analytics report and present findings to various stakeholders on a monthly basis, • Responsible for review of footnotes and NAIC Schedule DB to ensure accuracy and timely completion., • Lead and execute process re-design efforts for derivatives in response to expanding investment strategies and enhance analytics supporting quarterly derivative results, • Support the Investment Office in implementing new hedging strategies and evolving accounting standards. Collaborate with Accounting Policy to ensure that transactions are appropriately reflected in accordance with the applicable GAAP and statutory accounting frameworks, • Partner with the Investment Middle Office to design operational processes within the subledger that support the derivatives accounting and controllership activities, • Execute and oversee processes and controls that support derivative accounting and controllership, • Serve as a point of contact for external auditors on all derivative-related matters, • Perform control functions in compliance with NAIC Model Audit Rule and the Company’s internal control structure, • Perform frequent ad hoc analysis and assist with special projects, as requested The Minimum Qualifications: • Bachelor’s degree, • 8+ years of progressive experience in Investment Accounting and/or Investment Operations including derivative investments, with a foundational understanding of the upstream processes and impacts to downstream accounting and controllership, • 3+ years of experience in insurance company Investment GAAP combined with Statutory accounting including Schedule DB, • 2+ years of experience as a people leader, responsible for managing direct reports OR 5+ years demonstrating informal leadership by guiding, coaching, and supporting colleagues in their day-to-day work The Ideal Qualifications: • Proactive, results-oriented, detail-focused, and deadline-driven, with the ability to work effectively in a team with limited direct supervision, • Strong analytical, written, and verbal communication skills, • Ability to work well in a dynamic and agile environment while leading the team in execution of various priorities and deliverables, • Comfortable operating at both a strategic and hands-on level in an evolving environment, • Experience with different investment types and structures, • Experience with system conversion or subledger implementation, • Able to build and maintain strong working relationships across cross-functional groups, • CPA, CFA, CMA, or equivalent designations, • Experience with Aladdin platform and SQL is a plus What to Expect as Part of MassMutual and the Team • MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:, • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #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.

Investment Accounting Associate II - Derivatives Controllers Organization of Corporate Finance Full-Time/New York, NY and Boston, Massachusetts; The Opportunity This Investment Accounting Associate II role is a key representative of our Investment Controllership team. The position reports to the Director of Derivatives Controllership and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes and investment activities. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization while continuously improving how we work together as a team to make our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. At the same time, we foster an environment where individuals can reach their full potential and secure long-term success. We are seeking a candidate with strong communication skills, a forward-thinking mindset, and deep intellectual curiosity to join the team who can make meaningful impact to the organization. The Impact: • Create an environment whereby the team is inspired, engaged and motivated by opportunities to learn and grow, • Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process., • Thrives in a complex corporate structure and comfortably switch gears and alter courses to adapt to changing circumstances., • Work closely with Investment Management and Operations on close cycles. Prepare and review internal and external audit request., • Actively participate in the implementation of the Company’s key projects, such as system improvement and implementation, • Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles, • Execute processes and controls that support derivative accounting and controllership., • Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team., • Participating in problem solving to improve quality, cycle times, increase efficiencies, improve controls within the Investment Controllership team. The Minimum Qualifications: • Bachelor’s degree, • 4+ years of related work experience in investment/fund accounting or financial reporting with a track record of increasing responsibility, • 2+ years of experience with Microsoft Excel, including experience with complex formulas, PivotTables, data analysis and large financial datasets The Ideal Qualifications: • 6+ years of related work experience, • CPA, CMA or equivalent designations preferred, • Experience in financial service industry or insurance company investment GAAP and Statutory accounting including Schedule DB, • Experience with Investment software such as Aladdin, • Strong analytical skills: ability to analyze financial data sets and tell the story of the data., • Experience with SQL or data analytics software such as Tableau and Alteryx is a plus, • Proven ability to complete high quality work efficiently and increase autonomy over time, • Able to build and maintain strong working relationships across cross-functional groups, • Excellent communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to internal and external stakeholders., • Able to work well in a dynamic and agile environment while assisting the team in execution of various priorities and related deliverables, • Intellectual curiosity to continue learning and adding breadth and depth to understanding, • Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries, • Experience with system conversion or subledger implementation What to Expect as Part of MassMutual and the Team MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #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.

Overview: Responsible in managing, leading, coordinating, and administering multiple projects at separate locations from the conceptual stages through planning, engineering, procurement, construction, start-up, performance testing, initial operations, and prime contract close-out. Responsible for assisting Business Development in expanding current work scope, developing proposal technical and pricing strategies and preparing proposal execution strategies/plans. Also supports communications and presentations to customers. Supervises the development of budgets and schedules, manages performance, reports progress, and initiates action to assure project objectives and schedules are met and work is performed within budget and according to specifications. Resolves problems and manages the final turnover of the project to the customer. Provides leadership for the development and maintenance of a high-performance project team. Has overall management responsibility for project execution, ensuring the project is delivered within contract requirements, standards of ethics, quality and safety and to Customer and Lemartec performance expectations. The Project Director (PD), will lead a team of senior project managers, project managers, field staff and assigned support staff across various projects, and is responsible for managing those projects at a strategic level. The PD is the primary point of contact, managing the project teams, resources and financials, to ensure that the projects deliver value to stakeholders, are delivered to industry best standards of quality and safety, on schedule, on budget, and meet technical and contractual requirements required. The PD regularly reviews progress reports and acts to align the development of the project within the broader goals of the organization through staffing, financial, or other adjustments. The PD will provide coaching, guidance, direction, and leadership to the project teams in relation to various issues, risks, activities, general management and project approach. Location & Travel Details You’ll get the opportunity to travel across the US, helping our team build infrastructure projects. This is a traveling position, requiring travel up to 100% of the time. You may support projects located in various states throughout the US. Potential project locations may include, but are not limited to, PA, KS, NC, SC, VA, GA, TX, FL, IA, WY, and additional locations are added frequently as our organization continues to grow. Company Overview Founded in 1979, Lemartec is a national general contractor and construction management firm and is part of the General Building group within MasTec’s Clean Energy and Infrastructure segment. As MasTec’s vertical construction arm, Lemartec delivers complex projects across industrial, aviation, power, and large commercial markets. Led at the segment level by Manny García-Tuñón, the General Building Operating Group represents MasTec’s vertical construction capabilities and serves as the platform for future growth in this space. As a MasTec company, Lemartec maintains international capabilities and strategic partnerships throughout the Americas and the Caribbean, enabling the execution of some of the most complex projects in the industries we serve. Through MasTec’s network of more than 22,000 professionals and subject matter experts in Engineering, Procurement, and Construction across over 400 locations throughout North America and the Caribbean, Lemartec is uniquely positioned to serve a diversified customer base. With experience across all 16 disciplines of construction, Lemartec combines deep technical expertise with the strength, scale, and financial backing of MasTec to successfully deliver projects of any size and complexity. MasTec’s Clean Energy & Infrastructure (CE&I) segment generates over $4 billion in annual revenue, providing construction services across industrial, renewables, and infrastructure sectors. In infrastructure, we specialize in general heavy civil construction, underground utilities, structures, electrical work, material production, roadways, bridges, specialty pavement overlays, environmental projects, and commercial buildings. Sustainability and safety are foundational to our culture and influence everything we do. MasTec, a minority-owned Fortune 500 company, has shaped the construction industry for more than 90 years. With over 35,000 employees and 400 offices nationwide, we provide flexibility and career growth in dynamic work environments. Join one of the largest construction firms in the country (Engineering News-Record [ENR]: #1 in Power, #17 Top 50 Domestic Heavy Contractors, #20 Transportation Contractor). Responsibilities: Supervision Received • Reports to and receives strategic project (P&L) guidance from the assigned Vice President of Strategic Operations., • Receives functional and technical guidance from the Director of Project Services. Supervision Exercised • Provides direction to assigned project reports, including senior project managers, project managers, field staff, and assigned support staff across various projects. Contacts • Acts as the principal contact for the project scope of work with Customers and Lemartec management throughout the duration of the project., • Maintains contact with management personnel from suppliers, subcontractors, and governmental agencies as appropriate., • Maintains management-level relationships with other participating entities responsible for performing services in connection with the project, including organizations in the community. Project Planning & Execution • Assists Business Development in developing win plans, preliminary project execution plans, estimating plans, proposal plans, proposals, and contract formulation., • Reviews draft prime contract and proposal documents; develops prime contract strategy and plan., • Participates in prime contract negotiations, including client/customer deliverables and schedules., • Ensures proper and clear Division of Responsibility (DOR) and integrated work processes., • Establishes an appropriate, integrated organizational structure, including off-project functional and specialist support., • Defines and communicates roles, responsibilities, and authorities to project team members and the Customer to ensure project completion safely, on budget, on schedule, and in compliance with standards and regulations., • Ensures scope, design basis, and objectives are defined, best practices/lessons learned reviewed, and detailed work plans, schedules, budgets, and procedures are established, including Project Execution Plan and Contract Management Plan., • Promotes constructability reviews during project execution. Project Monitoring & Control • Monitors and controls all contractual commitments to ensure compliance with specifications, drawings, and terms of the contract., • Implements and maintains a change management control system; ensures all Customer communications on the prime contract are documented., • Facilitates development, communication, implementation, update, and continual use of the Project Execution Plan., • Reviews and approves Project Control systems to measure progress/performance, provide early warning of deviations, and identify corrective actions., • Identifies quality requirements and ensures processes achieve contractual quality commitments; assesses customer perception of quality periodically., • Oversees the Environmental, Health & Safety program for office, field, and subcontractor activities., • Ensures design complies with applicable EH&S laws and regulations., • Oversees Document Control and Records Management; coordinates documentation and software turnover packages to the client., • Reviews and approves bid tabulations for major purchase orders, contracts, and subcontracts; approves critical changes per delegated authority., • Directs the preparation and presentation of Project Status Reports (PSR) to Lemartec management., • Monitors cash flow, informs the Customer of cash requirements, and controls budget for non-reimbursable costs., • Assists in training new project managers and personnel; establishes plans for ongoing training opportunities., • Promotes Continuous Improvement (CI) and Total Installed Cost (TIC) concepts across project teams; encourages team building., • Conducts periodic project and Customer meetings to promote communication, review progress, discuss issues, and facilitate problem resolution., • Manages documentation Project / Program Management • Manages strategic aspects of large engagements and mitigates risk., • Oversees Project Managers and managers on client engagements., • Reviews high-level deliverables across practice., • Ensures engagement reviews and quality assurance procedures occur., • Provides leadership across all assigned projects., • Develops, implements, and maintains sound business practices and strategic objectives aligned with Lemartec initiatives. Project Financial Reporting • Reports profit and loss figures; consolidates and analyzes profitability, revenue, margins, bill rates, and utilization., • Creates pipeline forecasts and broad-based financial pictures., • Addresses and resolves billing issues., • Ensures practice meets or exceeds budgeted financial objectives., • Develops and meets revenue and financial goals; negotiates contract pricing when necessary. Business Development • Provides leadership and guidance throughout the sales cycle., • Leads strategic account identification and development., • Engages Business Development as appropriate to achieve sales goals., • Manages business development at a strategic level., • Grows long-term client relationships and capitalizes on partnership opportunities. Communication • Keeps practice informed of changes and newsworthy events within Lemartec., • Communicates relevant practice information to the Director of Construction Operations., • Handles difficult personnel situations with discretion, HR advice, and respect., • Promotes Lemartec via industry conferences and local business organizations., • Technical Understanding, • Evaluates and redesigns practice offerings., • Guides clients on technical solutions. Teamwork • Reinforces a team approach on client projects and internal initiatives., • Supports and solicits input from all team levels., • Ensures regular team and practice events occur outside the office. Client Management • Communicates with clients to identify needs and evaluate business solutions., • Continuously seeks to increase customer satisfaction and deepen relationships., • Maintains lasting client relationships and resolves issues at a senior level. Innovator Development • Enforces performance evaluation and career development programs., • Guides Project Managers on career planning importance., • Creates an environment for professional growth., • Assigns tasks to managers that enable growth opportunities. Internal Operations • Reviews status reports of Project Managers; addresses issues as appropriate., • Provides expertise to internal teams and task forces., • Enforces standard policies and procedures., • Maintains knowledge of Lemartec organization, policies, QA/QC, Safety, and industry processes., • Organizes and staffs project teams effectively within a matrix organization., • Applies knowledge of front-end activities, including Best Practices, Constructability, Risk Analysis, Contingency Evaluation, and Estimate/Proposal Review Process., • Uses Lemartec standard tools and procedures for Project Controls, Financial Management (PSR, Sage), Automation, Records Management (Procore), and Root Cause Analysis., • Develops and implements project baselines: Scope Definition, Roles/Responsibilities, Estimates, Resource-Loaded Schedules, Progress/Performance Metrics, Reports, and Action Tracking., • Demonstrates business and commercial awareness, including cash flow management and conserving Lemartec capital., • Experienced in Project Execution Plan development, Continuous Improvement, Schedule Management, Prime Contract/Subcontract formulation, Risk Analysis, Negotiations, Change Control, Cost Trend Programs, Documentation Management, Insurance, and Bonding., • Possesses strong oral, written, graphic communication, and presentation skills., • Conducts effective meetings. Qualifications: Work Experience and Education Bachelor’s degree in Architecture, Engineering, or Construction Management. 15 years of experience as a Senior Project Manager on commercial and/or industrial projects. 5 years of experience as a Project Director. Knowledge, Skills, and Abilities • Ability to travel within the U.S., • Experience managing projects exceeding $250M in value., • Design-build project experience., • Experience with budget control and value engineering., • In-depth knowledge of all design disciplines, specifications, and drawings., • Proficiency in planning and scheduling using Primavera P6., • Advanced skills with Microsoft Office Suite – Excel, Word, Outlook., • Working knowledge of standard construction accounting software – Viewpoint Vista, Sage 300 CRE, etc., • Working knowledge of standard Project Management software – Procore., • Excellent communication, presentation, and interpersonal skills., • High degree of professionalism and strong work ethic., • Preferred Bilingual: English/Spanish What's in it for You Financial Wellbeing • Competitive pay with ongoing performance review and merit increase, • 401(k) with company match & Employee Stock Purchase Plan (ESPP), • Flexible spending account (Healthcare & Dependent care) Health & Wellness • Medical, Dental, and Vision insurance (plan choice) - coverage for spouse, domestic partner, and children, • Diabetes Management, Telehealth Coverage, Prescription Drug Plan, Pet Insurance, Weight Management Drug Discount Discounted National Gym Membership Network Family & Lifestyle • Paid Time Off, Paid Holidays, Bereavement Leave, • Military Leave, including Benefits Continuation, • Employee Assistance Program Planning for the Unexpected • Short and long-term disability, life insurance, and accidental death & dismemberment, • Voluntary life insurance, accident, critical illness, and hospital indemnity coverage, • Emergency Travel Assistance Program, • Group legal plan Position may be subject to pre-employment screening, which may include background check and drug testing. Accessibility: If you need accommodation as part of the employment process, contact ceicareers@mastec.com. Due to the high volume of applications received, we are unable to respond to individual requests regarding application status. Please log into your candidate profile for up-to-date information. MasTec, Inc. is an Equal Employment Opportunity Employer. The Company's policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, genetic information, military status, or any other consideration made unlawful by applicable federal, state, or local laws. The Company also prohibits harassment of applicants and employees based on any of these protected categories. It is also MasTec's policy to comply with all applicable state, federal and local laws respecting consideration of unemployment status in making hiring decisions. Disclaimer: MasTec and our Subsidiaries will never ask prospective employees for any form of payment or money transfer as part of job application or onboarding. We do not ask prospective employees for information about credit cards or personal passwords, and it does not require applicants to purchase equipment or software. Ensure that all recruiter email addresses end in @mastec.com or @talent.icims.com. If you suspect you are the target of a scam, we advise you to contact your local law enforcement agency and report fraud at _. MasTec Clean Energy & Infrastructure and our subsidiaries do not work with any third-party recruiters or agencies without a valid signed agreement and partnership with the Corporate Talent Acquisition Team. #LI-SL1 #LI-ONSITE Appcast (For Export): #appyellow

Job Description & Requirements\n \nMedical Director- Virtual Primary Care\n \nStartDate: ASAP Pay Rate: $350000.00 - $350000.00 \n \n \nOpportunity Overview\n An innovative virtual healthcare organization is seeking a Medical Director to provide clinical leadership and support the growth of its 24/7 virtual care platform. This role combines clinical practice with administrative leadership, offering the opportunity to help shape the future of digital healthcare through AI-powered technology. \n \nKey Responsibilities\n\n • Provide clinical oversight and leadership for a multidisciplinary virtual care team\n, • Maintain an active patient care practice through telemedicine services\n, • Partner with organizational leaders to enhance clinical quality, patient outcomes, and provider performance\n, • Support the development and implementation of innovative digital health initiatives and AI-enabled care solutions\n, • Contribute to provider recruitment, onboarding, mentorship, and professional development\n, • Ensure compliance with regulatory, clinical, and operational standards\n, • Participate in strategic planning related to service expansion, workflow optimization, and care delivery innovation\nPosition Highlights\n\n, • Primarily remote position with occasional onsite meetings and leadership engagement\n, • Balanced mix of administrative leadership and clinical responsibilities\n, • Clinical duties comprise approximately 50%-75% of the role, with leadership and operational responsibilities accounting for 25%-50%\n, • Broad telehealth practice encompassing primary care, urgent care, and behavioral health services\n, • Care provided to patients beginning at age 3 and older\n, • Opportunity to collaborate closely with physician leaders, executive stakeholders, and cross-functional teams\n, • Influence the future direction of virtual healthcare delivery through process improvement, quality initiatives, and emerging technologies\n\n \n \n Facility Location\n \nFrom Times Square to Greenwich Village to the Upper East Side, “the city that never sleeps” is the top destination for healthcare professionals in search of non-stop action and rewarding assignments in the heart of the city. Whether strolling through Central Park, shopping on Fifth Avenue or watching a Broadway show, New York City offers unforgettable sights, sounds and experiences at every turn! If you want to enjoy a more relaxed pace, you can take an assignment on Long Island. Rich in history, graced with sweeping sandy beaches and natural beauty, yet within easy commute of the bright lights and big action of New York City, Long Island beckons with its rugged coastline, forests, historic sites and charming seaside villages.\n \n Job Benefits\n \n \n About the Company\n \nAt AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable.\n \n

Position: Payroll Accountant \n Location: Downtown, NYC (In-Office) \n Salary: $60k – $70k \n \n NYC based Savings Bank seeks a Payroll Accountant to join their Team! \n \n Responsibilities \n · Process bi-weekly payroll: Reviews timecards, rate changes, and process payroll. Ensures required signatures are obtained, completed and posted to GL. Updates and maintains payroll files and database to reflect personnel payroll changes. \n · Calculates and maintains Loan Officers Commissions and process Branch incentives \n · Assist employees, timekeepers and supervisors with system training, payroll issues, and request for payroll information. \n · Research payroll issues/discrepancies, and processes necessary corrections. Comply with regulatory standards and policies and procedures of payroll. \n · Prepares and files bi-weekly, monthly, quarterly, and annual reports. Imports and exports reports from the accounting and payroll computer programs for processing. Reconciles assigned accounts. \n · Assist payroll related audits \n · Prepare journal entries and reconciliations. Research discrepancies and makes necessary corrections as needed \n · Prepare FRB and other cash accounts reconciliations \n · Prepares investment and negotiable CDs accounting and reporting. \n · Prepares investment and negotiable CDs transactions such as purchases, sales, payments, market value adjustments and the monthly investment portfolio reconciliation process. \n · Assist in month end closing, financial reporting, and variance analysis. \n · Assist internal & external audit and regulatory examination preparation. \n \n Qualifications \n · 3 years of Payroll Accounting experience \n · Must have solid Excel knowledge. \n · Paychex Desired \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. \n As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n Be a Proactive Community Ambassador \n Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. \n Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. \n Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.\n, • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation\n, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax Uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \n 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 Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. \n As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n Be a Proactive Community Ambassador \n Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. \n Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. \n Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.\n, • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation\n, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax Uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \n 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 Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Position: Client Accounts Coordinator \n Location: New York, NY \n Salary: $95K – $120K + Bonus + Paid OT \n \n Prestigious New York Law Firm seeks a Billing Coordinator to join their Team! \n \n Responsibilities \n \n Key Responsibilities \n\n • Responsible for producing prebills and ad-hoc reports both on-demand and periodically (monthly, quarterly or on-completion)\n, • Oversee the process of editing and finalizing draft bills based on attorney instruction and client guidelines; providing appropriate documents and information as necessary\n, • Conduct regular meetings with attorneys and administrative assistants to review and discuss client inventory; providing updated system comments regarding unbilled fees and aged balances\n, • Cross train and work with colleagues in order to provide coverage and support in addressing inquiries and issues for attorneys and clients assigned to other team members\n, • Prepare and submit invoices via 3rd party e-billing system while meeting client requirements; investigating and resolvingissues that causes delays or prevents successful submission\n, • Review outstanding receivables and work with the Collections & Appeals Team for the purpose of contacting clients regarding the resolution of past due balances\n, • Assist with testing and documentation of new processes and applications related to client account billing\n, • Respond to various billing related inquiries from attorneys, clients and management accurately and a timely manner\n\n Qualifications \n\n • Bachelor’s degree from four-year college or university preferred\n, • Minimum of 3 years experience at a major law firm\n, • Experience with Aderant Expert or an equivalent accounting system such as Elite or 3E\n, • Knowledge of various eBilling applications or vendor sites such as, but not limited to, eHub, BillBlast, Tymetrix, Serengeti, Collaborati, CounselGo, CounselLink and Passport\n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. \n As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n Be a Proactive Community Ambassador \n Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. \n Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. \n Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.\n, • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation\n, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax Uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \n 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 Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. \n As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n Be a Proactive Community Ambassador \n Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. \n Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. \n Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.\n, • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation\n, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax Uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \n 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 Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Summary: \n Seeking a strategic, results-oriented business development manager to drive strategy and identify and implement initiatives for the corporate, tax and financial services groups. This is an opportunity to be part of a uniquely collaborative culture, working with a dynamic global Marketing & Business Development team. This candidate reports to the firm’s Assistant Director for Business Development for Corporate, and will work directly with practice group and industry group leaders, and with the broader Marketing and Business Development (BD) team to ensure effective client development, marketing, and external communications programs with the ultimate goal of growing revenues and building the firm’s profile. \n \n Duties and Responsibilities: \n Planning \n\n • Work with key attorney stakeholders to develop and coordinate strategic business development plans for assigned groups, including fiscal year plans, individual goal statements, and specific business development initiatives; manage the implementation and execution of these plans and initiatives, and measure outcomes.\n, • Develop and monitor marketing & BD budgets for assigned practice groups\n\n \n Business Development \n\n • Act as primary point of contact for practice group leadership and broader partnership.\n, • Work directly with attorneys to implement business development initiatives and programs around new business generation with existing and new clients, including conception of new projects and initiatives.\n, • Prepare specific client pitch materials, including responses to RFPs, and conduct preparatory sessions with attorneys prior to client meetings. Track win/loss record.\n, • Leverage firm’s Market Research team to analyze market opportunities and to assist attorneys/groups in preparation for client meetings.\n, • Attend regular practice group meetings with the Firm’s Management Committee; coordinate preparation for meetings with Practice leadership, reporting on business development activities and progress against plans, analyzing monthly data output from Accounting on current workloads, new matters, and lawyer activity.\n, • Actively manage and participate in related practice group meetings.\n, • Actively monitor relevant trade press and developments to report on prospective client development leads to partners on a daily basis.\n, • Coordinate with members of the BD team on cross-practice efforts for regional/industry initiatives.\n, • Work with the Relationship Manager program to maintain and expand relationships with targeted clients.\n, • Recommend thought leadership and CLE programs for clients.\n, • Lead integration of lateral attorneys within assigned practice groups.\n, • Counsel lawyers on personal business development goals, providing guidance and support for plan implementation.\n, • Work closely with Public Relations team to identify and leverage media opportunities.\n\n \n Marketing \n\n • Working closely with our Events team, organize and manage events from concept development and invitation creation, to on-the-ground support, day-of logistics, and post event follow-up.\n, • Manage and draft concise, targeted submissions for legal rankings and other awards, including Chambers.\n, • Coordinate specialist tracking of practice experience (including Corporate Transactions database) and successes for use in practice materials, on the website, in pitches and proposals, practice descriptions, and attorney biographies.\n, • Assist with the editing, layout, and production of firm and practice group marketing materials.\n, • Develop/manage website content, brochures, and other external communication pieces.\n, • Collaborate with Digital Marketing team on targeted digital marketing campaigns.\n, • Develop and maintain segmented client and prospect mailing lists.\n, • Identify and evaluate sponsorship and speaking opportunities at conferences and seminars and ensure effective participation.\n, • Other responsibilities as assigned and required.\n\n \n Training \n\n • Shared responsibility, with the Assistant Director and other colleagues, for the training and development of Business Development Specialists, including, but not limited to:\n, • Pitch and proposal drafting\n, • Event planning and management\n, • Client Alerts – drafting, proofing, and distribution \n, • Content management – drafting and updating practice group content\n, • Client development activity tracking \n, • Provision of training to practice groups and individual lawyers on specific topics (e.g., best practices).\n, • Other responsibilities as assigned and required. Timely and regular attendance.\n\n \n Qualifications: \n\n • Bachelor’s degree in business, marketing, communications, or related field. MBA or JD a plus.\n, • Minimum of three years of experience in professional services marketing and business development. Demonstrated background of accomplishment in marketing and business development. Previous law firm experience is highly desirable.\n, • Excellent interpersonal skills and written and oral communications skills.\n, • Demonstrated leadership and proactivity/initiative.\n, • High-energy, creativity, and value-added orientation.\n, • High level of accountability on all work product and ability to effectively juggle multiple projects.\n, • Ability to work well under tight deadlines and other pressures while maintaining professional demeanor.\n, • Experience and facility with information technology and software for marketing the practice group, including website, databases and knowledge management tools.\n, • Proficiency with Word, PowerPoint, and Excel required. Proficiency with Salesforce a plus.\n\n \n Status: Exempt \n Workplace Type: Hybrid (must be local to NYC office) \n \n Salary range is $199,600-$249,600 depending on candidate location and experience. \n \n Candidates hired for staff positions with a minimum work schedule of 30 hours per week are eligible for a comprehensive benefits package, including healthcare insurance. Learn more about benefits at Covington. \n https://www.cov.com/en/careers/staff/benefits \n \n View Covington job applicant privacy notice here: \n https://www.cov.com/en/job-applicant-privacy-notice \n \n Covington & Burling LLP is an equal opportunity employer and does not discriminate in any aspect of employment, including hiring, salary, promotion, discipline, termination, and benefits, on the basis of race, color, ethnicity, religion, national origin, gender, gender identity or expression, age, marital status, sexual orientation, family responsibility, disability (including physical handicap), or any other improper criterion.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. \n As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n Be a Proactive Community Ambassador \n Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. \n Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. \n Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.\n, • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation\n, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax Uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \n 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 Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Job Description & Requirements\n \nVirtual Primary Care Medical Director\n \nStartDate: ASAP Pay Rate: $350000.00 - $350000.00 \n \n \nPosition Summary\n A rapidly growing digital health organization, K Health, is seeking an experienced Medical Director to help lead and expand a comprehensive virtual care program. This physician leader will play a key role in advancing patient-centered telehealth services while partnering with operational, clinical, and executive teams to drive quality, innovation, and growth. The position offers a unique blend of direct patient care and strategic leadership in a technology-enabled environment focused on transforming healthcare delivery. \n \nKey Responsibilities\n\n • Provide clinical oversight and leadership for a multidisciplinary virtual care team\n, • Maintain an active patient care practice through telemedicine services\n, • Partner with organizational leaders to enhance clinical quality, patient outcomes, and provider performance\n, • Support the development and implementation of innovative digital health initiatives and AI-enabled care solutions\n, • Contribute to provider recruitment, onboarding, mentorship, and professional development\n, • Ensure compliance with regulatory, clinical, and operational standards\n, • Participate in strategic planning related to service expansion, workflow optimization, and care delivery innovation\nPosition Highlights\n\n, • Primarily remote position with occasional onsite meetings and leadership engagement\n, • Balanced mix of administrative leadership and clinical responsibilities\n, • Clinical duties comprise approximately 50%-75% of the role, with leadership and operational responsibilities accounting for 25%-50%\n, • Broad telehealth practice encompassing primary care, urgent care, and behavioral health services\n, • Care provided to patients beginning at age 3 and older\n, • Opportunity to collaborate closely with physician leaders, executive stakeholders, and cross-functional teams\n, • Influence the future direction of virtual healthcare delivery through process improvement, quality initiatives, and emerging technologies\n\n \n Facility Location\n \nFrom Times Square to Greenwich Village to the Upper East Side, “the city that never sleeps” is the top destination for healthcare professionals in search of non-stop action and rewarding assignments in the heart of the city. Whether strolling through Central Park, shopping on Fifth Avenue or watching a Broadway show, New York City offers unforgettable sights, sounds and experiences at every turn! If you want to enjoy a more relaxed pace, you can take an assignment on Long Island. Rich in history, graced with sweeping sandy beaches and natural beauty, yet within easy commute of the bright lights and big action of New York City, Long Island beckons with its rugged coastline, forests, historic sites and charming seaside villages.\n \n Job Benefits\n \n \n About the Company\n \nAt AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable.\n \n

Position Overview \n \n A well-established private investment and family office with a diversified portfolio of real estate and other investments is seeking an accounting and tax professional to join its team. The organization manages a range of privately held investments and related entities and offers a hands-on environment with exposure to both family office operations and investment activities. \n \n This role will work across tax compliance, partnership accounting, investment operations, and family office accounting, providing an opportunity to gain broad exposure to the financial activities of a private investment organization. \n \n Key Responsibilities \n\n • Prepare individual income tax returns, including Form 5500, and assist with related tax compliance.\n, • Prepare and assist with tax matters involving partnerships, individuals, trusts, estates, and foundations.\n, • Perform monthly accounting and reconciliations for various investment partnerships in the portfolio.\n, • Support investment-related activities, including cash tracking, capital calls, distributions, funding, loans, and acquisitions.\n, • Maintain cash rollforwards and reconcile investment and operating accounts.\n, • Coordinate with external administrators and service providers on investment activity.\n, • Maintain loan schedules and supporting financial documentation.\n, • Assist with bookkeeping, bill payment, and other family office accounting needs.\n, • Prepare financial schedules, reporting, and ad hoc analysis.\n\n \n Qualifications \n\n • Accounting and/or tax experience, preferably in a family office, investment, or public accounting environment.\n, • Experience with individual and partnership tax preparation, with exposure to trusts, estates, and foundations.\n, • Strong accounting and Excel skills; QuickBooks Online experience is a plus.\n, • Ability to work across both tax and investment-related responsibilities.\n, • Strong attention to detail, organization, discretion, and ability to manage deadlines.\n\n

About PCM Encore \n \n Help Build the Wealth Management Firm of the Future. \n \n What if you could combine the resources of a leading wealth management institution, the technology of a Silicon Valley startup, and an ownership opportunity in a rapidly growing firm founded by a proven entrepreneur? That’s what we’re building at PCM Encore. \n \n PCM Encore is a rapidly growing, founder-led wealth management firm and multi-family office. In less than two years, we’ve grown to more than $2 billion in client assets by combining sophisticated investment management, tax strategy, family office services, and a technology-driven approach to client acquisition and service. \n \n But we’re just getting started. \n \n Technology Is at the Center of Everything We Do \n We believe the wealth management industry is on the verge of a fundamental transformation driven by artificial intelligence, automation, and better software. Most wealth management firms rely on legacy technology and processes that haven’t meaningfully changed in decades. We’re building something different. Our advisors work alongside software engineers, investment professionals, and entrepreneurs to develop proprietary technology designed to eliminate repetitive work, improve client outcomes, and dramatically increase advisor productivity. \n \n Our ambition is simple: Give exceptional wealth management professionals the technology and resources to accomplish more than they could anywhere else. We want our people spending less time on administrative tasks and more time doing what matters: solving complex problems, building client relationships, and delivering exceptional advice. \n \n Built by Entrepreneurs, Not Career Bankers \n PCM Encore was founded by Mike Paulus, former Founding President of Addepar and co-founder of Assurance IQ. Mike helped build Addepar into one of the wealth management industry’s leading technology platforms before co-founding Assurance IQ, which was acquired by Prudential for $2.35 billion. Today, we’re bringing that same entrepreneurial approach to wealth management. We’re combining Silicon Valley’s approach to technology, talent, and innovation with the sophistication and personal relationships that define exceptional wealth management. \n \n An Institutional-Quality Platform Without the Bureaucracy \n Through our strategic relationship with Morgan Stanley and Graystone Consulting, led by Mark Curtis, our clients benefit from sophisticated investment capabilities and institutional resources. Our platform combines traditional wealth management with advanced tax planning, proprietary investment opportunities, accounting, and comprehensive family office services. We believe advisors should have access to exceptional resources without sacrificing the agility, autonomy, and personal service of an independent firm. \n \n Build Equity, Not Just a Career \n At most established wealth management firms, you’re helping build someone else’s business. At PCM Encore, we want our employees to participate directly in the value they help create. Our compensation philosophy includes broad-based equity ownership and revenue-sharing opportunities, aligning our team’s success with the long-term growth of the firm. We’re looking for ambitious people who want more than a conventional career path. People who want to take ownership, influence how the business operates, and help build something that could become one of the defining wealth management companies of the next generation. \n \n Why Join Now? \n\n • We’ve already demonstrated significant early traction, growing to more than $2 billion in client assets in under 24 months.\n, • We’re investing in technology, expanding our capabilities, and assembling a team of exceptional professionals who want to rethink how wealth management works.\n, • Joining now means having a meaningful voice in how the company develops, working directly with its founders, and participating in the growth of a business with substantial ambitions.\n, • We’re not looking for people who simply want to work at another wealth management firm. We’re looking for people who want to help build a better one.\n\n \n Location: New York City (Hybrid) \n Department: Client Service / Wealth Advisory / Relationship Management \n Reports To: Head of Wealth Advisory \n \n Position Overview \n \n We are a growing multi-family office seeking an experienced and highly motivated Private Wealth Advisor who will serve as the primary financial planning and relationship lead for assigned households. This role delivers proactive, comprehensive wealth planning; partners with internal specialists; and ensures a high-touch, consistent client experience throughout the client lifecycle. \n \n The ideal candidate will possess strong relationship management capabilities, exceptional attention to detail, and an understanding of holistic financial planning development. They will play a critical role in supporting our clients through their wealth management journey by being the primary point of contact for all conversations, analyzing all components of the client’s financial picture, and partnering with internal and external teams to provide unique, suitable, and sophisticated solutions based on client needs. \n \n Key Responsibilities \n \n Client Onboarding & Relationship Management \n\n • Conduct welcome calls and all ongoing financial planning meetings, involving Investment Policy Committee (IPC), Tax Advisor, and other team members when appropriate.\n, • Serve as the primary point of contact for all client questions and planning needs.\n, • Maintain accurate and complete client profiles in Salesforce, Orion, and our planning software.\n, • Onboard up to three households per week, with an expectation of managing 120+ households at full capacity.\n\n \n Financial Planning & Advice \n\n • Develop, maintain, and update comprehensive and holistic financial plans.\n, • Provide ongoing, proactive planning recommendations aligned with client goals.\n, • Coordinate planning efforts with internal Tax, Estate, and Investment partners.\n, • Identify clients who may be appropriate for unique or opportunistic investment solutions, in collaboration with IPC.\n\n \n Investment & Account Coordination \n\n • Partner with IPC to build and implement customized investment recommendations. For less-tailored portfolios, build recommendations without involving IPC.\n, • Meet with IPC & Tax at least yearly to review suitability and accuracy of client portfolios.\n, • Review client billing in partnership with IPC and/or Compliance, as appropriate.\n\n \n Client Engagement & Operations \n\n • Prepare for and lead client meetings, including necessary research and collaboration with other teams, as well as meeting follow-up.\n, • Conduct proactive client outreach beyond scheduled meetings.\n, • Schedule and manage client meeting cadence, leveraging technology where possible.\n, • Request and coordinate client swag and appreciation initiatives.\n, • Manage client meeting logistics, documentation, and action items.\n\n \n Qualifications \n\n • Minimum of 3 years of experience as a Wealth Advisor or Financial Planner in a wealth management, RIA, or family office setting, during which time you owned the relationship for at least 80 households.\n, • Strong technical foundation in financial planning, investments, and tax-aware strategies.\n, • Excellent client communication and relationship management skills.\n, • Familiarity with tailored investment instruments such as direct indexing, private credit, Opportunity Zone investments, alternatives, bond laddering, etc.\n, • High attention to detail and ability to manage multiple client relationships simultaneously.\n, • Collaborative mindset with comfort working alongside investment, tax, and operations teams.\n, • Series 65 required, CFP® or similar preferred.\n\n \n Desired Characteristics \n\n • Intellectual curiosity and passion for wealth advisory.\n, • Strong organizational and project management skills.\n, • Ability to communicate sophisticated financial planning concepts to both teammates and clients.\n, • Process-oriented mindset combined with strategic thinking.\n, • Team-first attitude with a willingness to take ownership of outcomes.\n, • High degree of professionalism, discretion, and client service orientation.\n\n \n Compensation Structure \n\n • Base Salary: $150,000 to $180,000, depending on tenure/experience with managing a dedicated book of clients. For exceptional talent, there is flexibility above existing compensation range.\n, • Revenue sharing on book: To be built out\n

Carney, Sandoe & Associates is a leading education recruitment organization has partnered with an independent school in Brooklyn, NY seeking their next Payroll and Benefits Specialist. \n \n Summary \n The Payroll and Benefits Specialist will be responsible for the administration of all payroll-related functions, management of payroll data, compliance, reporting and reconciliation and for administering benefits programs. \n \n Duties and Responsibilities: \n\n • Accurately process semi-monthly payroll using ADP while ensuring compliance with federal, state and local payroll, wage and hour laws and best practices.\n, • Prepare and enter payroll journal entries into NXT accounting platform.\n, • Respond to employee questions related to payroll and provide support to employees for utilizing ADP self-service.\n, • Maintain accurate employee payroll records including tax withholding forms, payroll deductions, changes in employee status and other payroll information.\n, • Review employee contributions and deductions for accuracy and consistency with employee election of benefits.\n, • Maintain employee data integrity and ensure confidentiality and security of data.\n, • Review periodic employer federal and state tax returns and ensure payroll tax deposits are timely and accurate.\n, • Benefits Administer all aspects of employee benefits plans including health, dental, vision, short-term and long-term disability, group term and voluntary life, worker’s compensation, 403(b) retirement, unemployment and pre-tax expense programs.\n, • Manage benefit plan operations, plan changes and benefit-related claims, including open enrollments; administer open enrollment in ADP and ensure data flows correctly to Health Equity, etc.\n, • Process, review and respond to unemployment claims and worker’s comp claims with appropriate documentation.\n, • Process monthly billings and administrative fees for all group plans accurately and timely.\n, • Process leave of absence requests, disability paperwork, FMLA, medical and personal leaves.\n, • Oversee the running of effective and strategic use of ADP, including ensuring its data integrity.\n, • Participate in and prepare reports and reconciliations for the annual year-end financial audit, IRS 990, 403b, 5500, 8955, and Workers Compensation audits.\n, • Maintain compliance with federal, state and local employment laws and regulations and review policies to maintain compliance.\n, • Gather data for compliance reporting, including the NYC EDC bond compliance reporting and the annual DASL reporting.\n\n \n Education and Experience: \n\n • Bachelor’s Degree in Human Resources, Business Administration or other related field required.\n, • Minimum 5 years’ experience administering payroll and benefits and extensive knowledge of HR functions.\n, • Strong knowledge of federal, state and local laws and regulations impacting payroll operations.\n, • Excellent verbal and written communication skills\n, • Excellent interpersonal and conflict resolution skills that lead to the cultivation of relationships with colleagues\n, • Excellent organizational skills and strong attention to detail with the ability of managing multiple tasks and projects concurrently.\n, • Strong knowledge of ADP system is a MUST Sound knowledge of Google Suite and Microsoft applications (Excel, Word) are strongly preferred.\n, • Experience in a school setting is preferred\n, • Candidates fluent in Spanish preferred PHR or SPHR certification is preferred\n\n \n Potential Benefits: Compensation and benefit packages are competitive but will differ by school and will typically depend on geographic location, your experience, and your level of degree. \n \n 💵 Competitive pay \n 🧠 Professional Development Opportunities \n ✏️ Classroom Resources \n 🏥 Medical, dental and vision insurance \n 😃 401(k) plan – Employer match \n ⛱️ Paid holidays, vacation and personal time \n 🏠 Housing (boarding schools only) \n \n About CS&A: \n Our job placement service is free to job seekers. By getting to know you personally -- beyond just your resume -- we connect you directly with hiring schools whose open positions match your specific requirements (location, school type, position type, etc.) and skills, saving you the time of sorting through hundreds of job postings and getting lost in a pile of resumes. More importantly, as an educator you deserve to have someone on your side who can help you find a position in a school community where you'll thrive. That's our mission. \n \n Carney Sandoe does not discriminate on the basis of physical handicap, sex, race, creed, color, sexual orientation, gender identity, or national or ethnic origin in administration of its services, consulting, events, professional development, or other programs.

An experienced team of public policy and government affairs professionals is launching a national advisory firm in 2027. The firm will advise leading companies and organizations on complex legislative, regulatory, and political challenges across all 50 states. \n \n We are seeking an exceptional Director of Business Operations to help build and manage the financial, administrative, and operational infrastructure necessary to support a growing national professional services firm. \n \n This is a rare opportunity to join a business at its inception, work directly with senior leadership, and play a central role in shaping its operations and future growth. \n \n The ideal candidate combines strong financial and organizational skills with a hands-on, entrepreneurial approach. We want someone who can design effective systems, implement them, and take ownership of the results. \n \n Key Responsibilities \n \n • Financial Operations: Oversee budgeting, billing, accounts receivable, expense management, cash-flow monitoring, and financial reporting. \n • Business Infrastructure: Develop and implement the systems, processes, and internal controls needed to support a national organization. \n • Vendor Management: Coordinate with outside accounting, tax, legal, IT, HR, and other professional advisers. \n • Human Resources: Oversee payroll coordination, benefits administration, employee onboarding, personnel records, and HR processes. \n • Operational Management: Manage contracts, insurance, software subscriptions, vendor relationships, and administrative functions. \n • Performance Reporting: Develop dashboards and reporting systems to track financial performance, operating expenses, and key business metrics. \n • Process Improvement: Identify inefficiencies, anticipate operational challenges, and implement practical solutions. \n • Leadership Support: Work directly with senior leadership to establish priorities, solve problems, and execute operational initiatives. \n \n Qualifications \n \n • At least seven years of experience in business operations, finance, administration, or a related field. \n • Experience at a consulting firm, law firm, public affairs firm, accounting firm, or other professional services organization strongly preferred. \n • Demonstrated ability to manage budgets, financial reporting, business processes, and outside vendors. \n • Strong understanding of financial statements, cash flow, accounts receivable, and expense management. \n • Experience building or improving operational systems and internal processes. \n • Proficiency with modern business technology, including financial management, collaboration, and project-management platforms. \n • Excellent organizational skills, judgment, discretion, and attention to detail. \n • Ability to manage multiple priorities independently in a fast-paced environment. \n • Strong interpersonal and communication skills. \n \n The Ideal Candidate \n \n We’re looking for a builder, not simply an administrator. \n \n The successful candidate will be someone who: \n \n • Takes ownership rather than waiting for instructions. \n • Anticipates problems and addresses them before they become urgent. \n • Is equally comfortable developing a financial dashboard and resolving a payroll or vendor issue. \n • Understands how to support senior professionals without creating unnecessary bureaucracy. \n • Thrives in an entrepreneurial environment where systems and processes are still being established. \n • Values efficiency, accountability, discretion, and follow-through. \n \n This is a hands-on business operations leadership position, not a government affairs, political strategy, or policy role. \n \n The anticipated base salary range for this position is $125,000 - $175,000 annually, depending on relevant experience, qualifications, and skills. This position also offers a comprehensive benefits package. \n \n This is a confidential search. The firm’s identity will be disclosed to candidates advancing in the recruitment process.

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

Job Title: Workout Credit Officer \n Corporate Title: Vice President \n Location: New York, NY \n \n Overview \n \n As a Workout Credit Officer – Vice President, you will be a key member of Deutsche Bank’s Lending franchise, focusing on credit risk management for underperforming or distressed clients. You will work in close collaboration with Workout colleagues to analyze transactions from underperforming clients or in distressed situations. You will also manage a diversified portfolio and participate in regulatory audits. The role involves analyzing complex transactions, leading workout strategies, and ensuring compliance with credit policies and regulations \n \n What We Offer You \n\n • A diverse and inclusive environment that embraces change, innovation, and collaboration\n, • A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days\n, • Employee Resource Groups support an inclusive workplace for everyone and promote community engagement\n, • Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits\n, • Educational resources, matching gift and volunteer programs\n\n \n What You’ll Do \n\n • Oversee a diversified portfolio of distressed assets, focused on commercial real estate, high-yield structures and leveraged loans and conduct detailed credit evaluations, monitor borrower financials.\n, • Design and implement strategies to mitigate risk and maximize recovery, including debt restructuring, insolvency proceedings, and Chapter 11 exit financing\n, • Support internal and external audits, ensure policy adherence, and maintain accurate documentation\n, • Work with risk management, legal, and deal teams to execute workout plans and present findings to senior management\n, • Guide junior credit officers on transaction workflows, policy compliance, and regulatory changes\n, • Provide regular updates to senior management on portfolio performance and risk exposure\n\n \n How You’ll Lead \n\n • Lead professional transactions, collaborating with the deal team and your colleagues in the Workout team, and other stakeholders\n, • Provide training and guidance to junior credit officers particularly with respect to transactions workflow as well as policy and regulatory adherence\n, • You will lead projects to improve the credit process or to adapt the portfolio to regulatory changes\n\n \n Skills You’ll Need \n\n • Bachelor’s degree in finance, economics, accounting, or a related field; advanced degree preferred\n, • Moderate experience credit analysis, underwriting, or related financial industry roles\n, • Strong analytical and problem-solving abilities, excellent communication and negotiation skills, in-depth knowledge of loan origination and workout processes\n, • Experience in commercial real estate, or similar distressed asset class is highly valued\n\n \n Skills That Will Help You Excel \n\n • Strong communication skills and the ability to explain potentially complex and nuanced transaction structures to relevant stakeholders\n, • Desire to go above and beyond to exceed expectations with work product\n, • Demonstrating core Deutsche Bank values, teamwork mindset, entrepreneurial drive and skillset\n, • Ability to deliver presentations effectively and commercially in an interactive setting\n, • Ability to work independently and manage multiple priorities\n\n \n Expectations \n \n It is the Bank’s expectation that employees hired into this role will work in the New York office in accordance with the Bank’s hybrid working model. \n \n Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. \n \n The salary range for this position in New York City is $120,000 to $205,500. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. \n \n Deutsche Bank Benefits \n \n At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! \n \n Learn more about your life at Deutsche Bank through the eyes of our current employees https://careers.db.com/life \n \n The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email HR.Direct@DB.com. \n \n #LI-HYBRID \n

Manager, Revenue Accounting \n • Series D, AI/Tech Unicorn \n • $160,000 + Bonus + Equity Package (strong) \n • 5 days onsite (this is the norm in these environments) \n • One of my favorite new clients, having recently made a Placement here. \n • They are backed by the best names out there in the Venture space. Aside from legendary PE/VC investors, they have exciting backers ranging from Pop Culture to the Professionals Sports space. Their valuation has been a straight line up since their Seed Round. \n • Ideal candidate will have Public Accounting foundation and Revenue experience working in Tech. If no public, we can still discuss. \n • They are building the next generation of an Accounting/Finance department, with emphasis on AI/Automation. Attaining a job here will future-proof your background. \n \n Position Overview \n We are seeking an experienced accounting leader to oversee the end-to-end revenue lifecycle, from contract execution through cash collection. In this role, you will lead ASC 606 revenue recognition, manage the monthly revenue close, oversee deferred revenue and capitalized contract costs, and serve as the primary liaison for revenue-related external audit inquiries. \n \n Key Responsibilities \n Technical Revenue Accounting: Analyze customer contracts, amendments, and expansions to evaluate performance obligations, transaction pricing, variable consideration, and standalone selling price (SSP); prepare comprehensive technical accounting memos. \n Month-End Close & Reporting: Manage month-end revenue accounting processes, including deferred revenue, contract asset schedules, variance/flux analyses, general ledger reconciliations, and ARR-to-recognized revenue reconciliations. \n Deferred Contract Costs: Oversee commission capitalization and amortization schedules in compliance with ASC 340-40. \n Order-to-Cash & Data Integrity: Partner with Sales Operations and Finance to maintain data accuracy across CRM and billing systems, ensuring effective order-to-cash internal controls. \n Accounts Receivable Management: Direct third-party AR resources to ensure accurate invoicing, timely collections, dispute resolution, and proper credit memo handling. \n Audit Management: Lead external audit preparation for the revenue cycle, coordinating PBC deliverables, walkthroughs, disclosures, and technical position reviews. \n Process & Policy Development: Establish and refine scalable revenue accounting policies, documentation, and operational workflows. \n \n Essential Qualifications: \n\n • Active CPA license required.\n, • 6+ years of total accounting experience, including at least 3 years in hands-on SaaS or software revenue recognition.\n, • Advanced knowledge and application of ASC 606 regarding multi-element allocations, usage-based models, enterprise agreements, contract modifications, and variable consideration.\n, • Hands-on experience with billing platforms and revenue subledgers integrated with CRM systems.\n, • Track record of managing external revenue audits, public readiness initiatives, or first-time audit processes.\n, • Exposure to multi-entity, multi-currency, or cross-border invoicing operations.\n, • Strong technical writing skills with demonstrated ability to defend accounting positions to audit teams.\n\n \n Preferred Qualifications: \n\n • Background combining public accounting (Big 4 preferred) and high-growth technology experience.\n, • Familiarity with consumption- or usage-based pricing structures.\n, • Strong analytical proficiency working with large, complex datasets.\n\n \n Candidate Profile: \n\n • Ability to work independently and manage priorities in a dynamic, fast-evolving environment.\n, • Strong problem-solving aptitude and interest in emerging technology and financial operations.\n, • Detail-oriented, structured communicator with a high degree of accountability and cross-functional collaboration skills.\n\n \n \n By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. \n Equal Opportunity Notice \n Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact HR@vaco.com . \n \n Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. \n \n Representation Notice \n By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. \n \n For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client. \n \n Privacy Notice \n Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies. \n \n\n • \n, • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.\n, • \n, • Virginia residents may access our state specific policies here.\n, • \n, • Residents of all other states may access our policies here.\n, • \n, • Canadian residents may access our policies in English here and in French here.\n, • \n, • Residents of countries governed by GDPR and UK GDPR may access our policies here.\n\n, • \n \n Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring. \n \n Pay Transparency Notice \n Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: \n \n · the individual's skill sets, experience and training; \n \n · licensure and certification requirements; \n \n · office location and other geographic considerations; and \n \n · other business and organizational needs. \n \n With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).

COSCO SHIPPING (North America) Inc. is seeking an Internal Audit Specialist to join its Internal Auditing Department. This position will be based in Secaucus, NJ. \n The Internal Audit Specialist will support internal audit activities and compliance reviews. This role will work closely with different departments to assist in maintaining operational transparency and internal controls. \n \n Key Responsibilities: \n Internal Audit & Compliance Support \n\n • Assist in internal audit projects across finance, operations, and compliance functions\n, • Support audit testing, documentation review, and basic data analysis\n, • Assist in identifying operational or financial risks and control issues\n, • Prepare audit workpapers and maintain supporting documentation\n, • Coordinate with internal departments to gather information and follow up on audit-related request\n, • Assist in preparing audit reports, findings summaries, and related documentation\n\n \n Qualifications: \n\n • Bachelor’s degree or above in Accounting, Finance, Auditing, Business Administration, or a related field\n, • 1–3 years of relevant experience in internal audit, accounting, finance, compliance, or related areas; strong recent graduates are also encouraged to apply\n, • Basic understanding of accounting principles and internal control concepts\n, • Proficient in Microsoft Office, especially Excel\n, • Strong organizational skills and attention to detail\n, • Ability to manage confidential information appropriately\n, • Strong communication and interpersonal skills with the ability to work cross-functionally\n, • Fluent in both English and Mandarin (reading, writing, and speaking), with the ability to support bilingual communication and documentation\n\n \n Preferred Qualifications (Nice to Have): \n\n • Knowledge of US GAAP, IFRS, or internal control frameworks\n\n

Firm: Multi-Strategy Hedge Fund \n Location: NYC \n \n Fund Accountant/Senior Fund Accountant \n \n Responsibilities Include: \n\n • Perform the month-end close process, producing journal entries, and various reconciliations for various legal entities related to trading revenues and expenses\n, • Perform reconciliations and analysis on the various products including equities, fixed income, commodities and derivatives\n, • Calculate and process capital calls, distributions, and management fees\n, • Support quarterly NAV calculations and partner capital account allocations\n, • Process Improvement/Implementation\n\n \n Preferred Qualifications: \n\n • 2-7+ years of fund accounting experience\n, • CPA Preferred\n\n \n \n 50764

Coda Search has partnered with a rapidly expanding consumer goods company headquartered in Brooklyn, New York. Its brand is building significant traction with consumers across the country, and the company has achieved robust year-over-year growth while continuing to extend its reach throughout the United States. The team is looking to bring on a Senior Accountant who excels in a fast-moving setting, will be central to leading the monthly close, and is motivated by designing processes and procedures that grow alongside the business. \n \n Responsibilities: \n\n • Lead the monthly close, including reconciliations of balance sheet and income statement accounts\n, • Handle accounting for several entities, recording and reconciling intercompany activity\n, • Maintain the fixed asset register and administer depreciation schedules\n, • Use Excel to examine expenses and flag significant variances\n, • Evaluate vendor invoices and address any vendor-related concerns\n, • Oversee general ledger reconciliations and record journal entries\n, • Assist with the year-end audit by compiling schedules and acting as the main point of contact for external auditors\n\n \n Who You Are: \n\n • Bachelor’s degree in Accounting or Finance\n, • Minimum of three years of accounting experience\n, • Proficiency in advanced Excel functions (pivot tables, VLOOKUPs, etc.)\n, • Experience with NetSuite is highly desirable\n, • Excellent communication and presentation abilities\n

The Project Accountant is responsible for managing the financial aspects of construction projects, ensuring accuracy, compliance, and efficiency in all financial processes. This role involves working closely with project managers and other departments to ensure projects are completed on budget and in compliance with company policies and industry regulations. The ideal candidate will have a strong understanding of construction accounting practices and be skilled in budget management and financial reporting. \n Key Responsibilities: \n\n • Oversee and manage all financial aspects of assigned construction projects, including job costing, budget tracking, and variance analysis.\n, • Maintain detailed project budgets and ensure costs are properly allocated and tracked.\n, • Prepare and present financial reports for project managers, highlighting budget performance and areas of concern.\n, • Review and process project-related invoices, ensuring proper approval and coding.\n, • Prepare and issue progress billings to clients, ensuring timely and accurate submissions.\n, • Monitor accounts receivable for assigned projects and work with clients to resolve any billing issues or delays in payment.\n, • Track and analyze job costs, comparing them to the project budget and identifying any variances.\n, • Collaborate with project managers to forecast project costs and update budgets as necessary.\n, • Ensure that project costs are recorded accurately and in a timely manner.\n, • Review and manage project contracts, subcontracts, and change orders to ensure financial terms are followed and documented.\n, • Track all change orders and update project budgets accordingly.\n, • Communicate contract and financial terms to project teams and ensure compliance.\n, • Monitor project cash flows and forecast future financial needs.\n, • Ensure that funds are available to meet project obligations, including vendor and subcontractor payments.\n, • Ensure compliance with all company policies, GAAP, and relevant industry regulations.\n, • Assist with audits and provide necessary documentation to external auditors as required.\n, • Identify and mitigate financial risks associated with projects.\n, • Act as a financial resource for project teams, providing guidance and support on budget and cost management.\n, • Work closely with project managers, subcontractors, and clients to address financial questions and concerns.\n, • Communicate project financial status and updates to senior management as needed.\n, • Continuously seek ways to improve accounting processes and systems for greater efficiency and accuracy.\n, • Implement best practices in construction accounting and share knowledge with the finance and project management teams.\n\n \n Qualifications \n\n • :Bachelor’s degree in Accounting, Finance, or related field\n, • .3+ years of accounting experience, with at least 2 years in the construction industry\n, • .Familiarity with construction accounting software (e.g., Sage 300, Viewpoint, or Procore) is highly desirable.\n\n .Skills \n\n • :In-depth knowledge of GAAP and construction-specific accounting practices\n, • .Proficient in Microsoft Office Suite, particularly Excel\n, • .Excellent analytical and problem-solving skills with high attention to detail\n, • .Strong organizational and time management abilities\n, • .Effective communication and interpersonal skills, with the ability to work collaboratively with project teams\n, • .Ability to prioritize tasks and work in a fast-paced environment\n\n \n .

This role leads customer implementations from accounting discovery and solution design through successful production deployment. Early-stage, hyper-growth start-up. \n \n Why You Should Apply \n \n\n • Join a venture-backed company transforming accounting through trustworthy AI\n, • Own implementations from kickoff through go-live\n, • Work directly with Controllers, CFOs, Product, and Engineering\n, • Influence implementation strategy and the product roadmap\n, • Grow toward leadership across Solutions, Delivery, or Product\n\n \n What You’ll Be Doing \n \n\n • Lead multiple customer implementations simultaneously\n, • Gather requirements and map GL, close, subledger, ERP, and control workflows\n, • Define scope, data requirements, configuration, and delivery expectations\n, • Manage ERP, GL, and spreadsheet data migrations\n, • Lead testing, reconciliations, validation, and go-live\n, • Manage timelines, risks, deliverables, and customer communication\n, • Resolve accounting and technical issues with Product and Engineering\n, • Drive adoption and transition customers to ongoing support\n\n \n About You \n \n\n • Be able to do the job as described.\n, • Accounting or advisory foundation, ideally with a Big Four firm\n, • Current implementation leadership within a fintech or accounting-technology product company\n, • Strong knowledge of close, GL, reconciliations, controls, and audit readiness\n, • Experience with at least two relevant ERP platforms\n\n

Coda Search has partnered with a New York City–based asset management firm overseeing more than $50 billion in assets and demonstrating substantial growth in recent years. The firm is looking to bring a Senior Fund Accountant onto its growing finance team. The successful candidate will be responsible for a group of funds and will collaborate closely with an external fund administrator to maintain precise reporting and sound fund operations. \n \n Key Responsibilities \n\n • Oversee accounting and financial reporting for an assigned group of investment funds.\n, • Evaluate deliverables from external fund administrators to confirm they are accurate and complete.\n, • Produce and review fund valuation reports and assess the activity of underlying investments.\n, • Facilitate investor capital calls and distributions.\n, • Contribute to the preparation of financial statements and assist throughout the year-end audit.\n, • Track fund activity and performance, maintaining appropriate records and reporting.\n, • Partner with internal departments and outside service providers to uphold accurate fund operations.\n\n \n Qualifications \n\n • Bachelor’s degree in Accounting, Finance, or a related discipline.\n, • Minimum of three years of experience in fund accounting.\n, • Background in financial services, asset management, or private equity.\n, • Excellent analytical and problem-solving abilities.\n, • Proficiency in advanced Microsoft Excel functions.\n

Job Description With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career advancement and job satisfaction. In fact, many of our company’s managers, vice presidents, and corporate executives started out in the branches as driver/guards and tellers. Our work can be challenging, but the thousands who have stayed with our company for decades will tell you that if you have the desire to learn and the drive to succeed, Loomis is the place to be. Come join our team! Pay Rate: $23.70 per hour Shift Start Time: 8:30 AM Duties for this specific dispatching role will include: Responsibilities • Ensure compliance with all company policy over three Loomis operations (Hempstead and Manhattan), • Work closely with operations staff on timeliness and accuracy of monthly commitments and reports., • Report directly to upper management any discrepancies or violations of company policy, • Works with corporate risk managers to prepare for internal audit (s), • Assist branch operations staff with various tasks as they arise, • Assist with security and safety procedures as it relates to the branch, • Assist customers if tasked to correct problems, • Other duties as assigned by management to include but limited to assisting key management personnel with daily tasks not listed above Requirements • At least 21 years of age, • Ability to work different shifts if needed, • A valid firearms permit or ability to pass applicable firearms requirements preferred but not required, • College degree and background in accounting/logistics preferred but not required **Loomis will pay for security and firearms qualifications, licensing and permitting Working Conditions: • Full-time schedule potentially consists of an average of 40 to 50 hours/week, with minimum of 5 days, • Majority of the work will be in an office setting but will require local travel and some work outside of office ensuring compliance including trips to NYC office Skills And Qualifications: • Ability to work well individually as well as being a team player with a positive attitude, • Ability to identify and maintain confidential matters in all aspects of the business, • Courteous and professional communications skills, demonstrate good work ethics in a professional manner to fellow employees and customers, • Follow verbal and written instructions, • Computer experience, proficient use of MS Office to include Excel, ability to use office equipment not limited to computers, fax and copy machine, • Data entry skills, • Unrestricted wrist, hand and finger dexterity, • Unrestricted ability to bend, squat, stoop, stand, walk, lift (up to 50 lbs.), sit, push and pull, • Accuracy and speed sufficient to meet the company policy for debriefing Benefits Loomis offers one of the most comprehensive employees benefit packages in the industry, which includes: • Vacation and Sick Time (PTO) as well as Paid Holidays, • Health & Dental Insurance, • Vision Insurance, • 401(k) Plan, • Basic Life Insurance Plan, • Voluntary Life Insurance Plan, • Dependent Care Account, • Industry leading Training and Development Loomis is an Equal Opportunity Employer and Drug Free Workplace. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability. \nCompany Description With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career advancement and job satisfaction. In fact, many of our company’s managers, vice presidents, and corporate executives started out in the branches as driver/guards and tellers. Our work can be challenging, but the thousands who have stayed with our company for decades will tell you that if you have the desire to learn and the drive to succeed, Loomis is the place to be. Come join our team! With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career advancement and job satisfaction. In fact, many of our company’s managers, vice presidents, and corporate executives started out in the branches as driver/guards and tellers. Our work can be challenging, but the thousands who have stayed with our company for decades will tell you that if you have the desire to learn and the drive to succeed, Loomis is the place to be. Come join our team!

Job DescriptionAltus Fire & Life Safety is a full-service fire and life safety services platform, providing design, engineering, installation, inspection, and servicing of fire and life safety systems, as well as training, consulting, crisis management, and business continuity services. Cross Fire & Security Co., an Altus Fire & Life Safety company, is seeking a Project Analyst to lead project-finance processes and strengthen coordination between Finance, Project Management, Operations, Sales, and Service. This role provides financial leadership across the project lifecycle—from project setup and work-in-progress (WIP) tracking through forecasting, billing readiness, revenue recognition, and closeout. The Analyst will turn project and financial data into clear projections and actionable insights, helping teams understand current performance, anticipate financial outcomes, and make informed decisions. The ideal candidate brings strong construction-finance and project-accounting experience, a thorough understanding of WIP, and the ability to improve financial practices while leading and developing a team. Experience with NetSuite and ServiceTrade is strongly preferred. Why Join Us? • Competitive pay: $90,000 - $95,000 annually, • Comprehensive health and wellness benefits, • Retirement savings opportunities, • Paid time off and holidays, • Ongoing technical training and professional development, • Career advancement opportunities within a growing national organization, • Supportive team environment focused on safety, quality, and customer service ResponsibilitiesProject Analyst and WIP Leadership • Lead and strengthen project-finance processes throughout the project lifecycle, from setup through completion and closeout., • Oversee WIP reporting, review WIP activity and project status, and ensure information is complete, accurate, and useful for decision-making., • Connect project progress, labor, materials, subcontractor costs, change orders, and other job-cost information to financial projections., • Identify unbilled work, billing risks, cost variances, margin concerns, and other issues that may affect project financial performance., • Develop and communicate project forecasts, financial projections, and risk assessments to Finance and operational leaders., • Help Project Managers understand project financial status and the actions needed to support accurate forecasting and timely billing., • Ensure project financial information is reconciled and aligned with operational records and supporting documentation.Billing, Revenue, and Financial Controls, • Provide oversight and guidance for project billing processes, including progress, milestone, time-and-material, service, and contract billing., • Ensure billing reflects verified project progress, contract terms, approved change orders, and customer requirements., • Oversee the preparation and review of AIA billing documents, Schedules of Values, retainage, and related construction billing records, as applicable., • Partner with the billing team to improve billing accuracy, completeness, and timeliness., • Support revenue recognition and month-end close activities in accordance with GAAP and company policies., • Establish and maintain appropriate controls, documentation standards, and review procedures for project-finance activities., • Coordinate with Accounts Receivable and other Finance staff to ensure project billing information supports collection efforts and accurate account reporting.Team and Cross-Functional Leadership, • Lead, coach, and support Finance team members responsible for project accounting and billing-related processes., • Establish clear roles, expectations, workflows, and accountability across project-finance activities., • Serve as a financial partner to Project Management, Operations, Sales, Service, and Finance leadership., • Facilitate regular reviews of project performance, WIP, forecast changes, billing status, and financial risks., • Explain financial information clearly to colleagues who may not have a finance background., • Promote collaboration and timely communication when financial or project issues arise.Systems and Process Improvement, • Use NetSuite and ServiceTrade to support accurate project setup, WIP tracking, billing, reporting, and financial analysis., • Improve processes and reporting by identifying gaps, reducing manual work, and strengthening coordination between systems and teams., • Develop or refine dashboards, reports, and procedures to make project performance and financial forecasts easier to understand., • Support system improvements, workflow changes, and training related to project-finance processes., • Maintain accurate financial records and recommend practical improvements that support a more efficient and reliable operation.Required SkillsRequired, • Significant experience in project finance, construction accounting, project accounting, or a related field., • Strong understanding of construction billing, job costing, WIP reporting, project forecasting, and project financial performance., • Experience working with project managers and operational teams in a construction or project-based environment., • Working knowledge of GAAP and month-end close processes., • Demonstrated ability to analyze financial and operational information, identify risks or discrepancies, and recommend solutions., • Strong leadership, communication, organizational, and problem-solving skills., • Proficiency in Microsoft Excel, including formulas, pivot tables, lookups, and financial analysis., • Ability to manage priorities, meet deadlines, maintain confidentiality, and exercise sound judgment.Preferred, • Bachelor’s degree in Accounting, Finance, Business Administration, Construction Management, or a related field; equivalent experience will be considered., • Experience with NetSuite ERP and ServiceTrade., • Experience in the fire alarm, life safety, security, electrical, mechanical, or specialty-construction industry., • Knowledge of AIA billing, progress billing, Schedules of Values, retainage, change orders, and contract requirements., • Experience leading or developing a finance or project-accounting team., • Project-management experience or relevant project-management training., • Experience with union construction projects or certified payroll processes.

\n Triage Staffing is seeking a travel Cath Lab Technologist for a travel job in Bronx, New York. Job Description & Requirements\n \n • Specialty: Cath Lab Technologist\n, • Discipline: Allied Health Professional\n, • Start Date: ASAP\n, • Duration: 13 weeks\n, • 16 hours per week\n, • Shift: 4 hours\n, • Employment Type: Travel\n \n Travel Radiology: Cath Lab Tech Bronx, NY \n Location: Bronx, NY \n Start Date: 10/16/2026 \n Shift Details: 10H Days \n 40 hours per week \n Length: 13 WEEKS \n Apply for specific facility details.Cath Lab Tech \n \n Triage Staffing Job ID #6J3FNPLP. Posted job title: Radiology: Cath Lab Tech About Triage Staffing\n \n At Triage, we prefer to be real. Real about expectations—both ours and yours. Real about how a decision you make today could affect your tomorrows. Real about how compensation actually works. Real about how great—or grating—your next supervisor may be. \n \n Being real allows everyone at Triage to be ready. Ready to serve you with real honesty. So if that gig near the ocean is really no day at the beach, or that third shift comes with a second-class rate, we tell you. So you can be ready, too. \n \n We staff all five major divisions of acute care—nursing, lab, radiology, cardiopulmonary and rehab therapy, offering: \n • Competitive, custom pay packages \n • One point of contact for both travelers and facilities (per division) \n • A reliable recruiter who's got your back throughout your entire assignment \n • In-house compliance and accounting specialists \n • A clinical liaison team available 24/7 to offer medical and professional support and career development \n • A mentoring program that is run and managed by actual clinicians—yeah, you read that right \n • And more (because of course there’s more) \n Are we the biggest? No. Are we the best? That’s rather subjective, but we’re trying to be. Will we work like hell to get you as close to your idea of heaven as possible? Yes. Yes, we will. \n Benefits: \n \n • Day One comprehensive, nationwide insurance plans for health, vision and dental and life—including a HSA option\n, • Day One 401(k) program with employer-matching contributions once eligible\n, • Facility cancelling protection—your time is money on and off-the-clock\n, • Guaranteed hours\n, • Weekly paychecks via direct deposit\n, • Earned vacation bonuses for time worked\n, • Paid holidays\n, • Employee assistance program (EAP)—your mental health is important, too\n, • Continuing education, certification and licensing reimbursement\n, • Workers comp—because accidents happen\n, • Top-rated professional liability insurance\n, • Company provided housing options\n, • Referral bonus—$750 in your pocket after they’ve completed a 13-week assignment\n \n \n

Fund Accountant \n Location: New York, NY (In-Office) \n Employment Type: Full-Time \n \n Ready to make your first move out of public accounting? \n We're partnering with a well-established alternative investment firm seeking a Fund Accountant to join its growing finance team. This opportunity is ideal for someone with 2-3 years of public accounting experience who wants to transition into the investment world and gain hands-on exposure to private equity, private credit, fund operations, financial reporting, and investment accounting. \n \n If you've spent the last few years auditing investment management clients and are looking for an opportunity to apply what you've learned in a more strategic, business-facing environment, this role offers an excellent next step. \n \n Position Overview \n As a Fund Accountant, you'll work closely with experienced finance professionals and external service providers to support the accounting, reporting, and operations of various investment vehicles. This role provides broad exposure across fund accounting, financial reporting, investment activity, and audit coordination while offering significant opportunities for professional development and career growth. \n Responsibilities \n\n • Assist with the preparation and review of quarterly and annual fund financial statements\n, • Support external audit processes and coordinate with auditors and other service providers\n, • Review NAV packages, supporting schedules, and fund-level reporting\n, • Track and analyze fund expenses, accruals, and allocations\n, • Support capital calls, investor distributions, and related fund activity\n, • Assist with treasury and cash management processes\n, • Monitor portfolio activity and perform account reconciliations\n, • Collaborate with administrators, tax advisors, and internal stakeholders to ensure timely and accurate reporting\n, • Assist with regulatory and compliance-related reporting requirements\n, • Participate in special projects and process improvement initiatives\n\n Qualifications \n\n • 2-3 years of public accounting experience\n, • Big 4 or Top 10 public accounting experience strongly preferred\n, • Experience working with private equity, private credit, hedge fund, asset management, or alternative investment clients\n, • Bachelor's degree in Accounting, Finance, or a related field\n, • CPA completed, in progress, or actively pursuing preferred\n, • Strong analytical, organizational, and problem-solving abilities\n, • Advanced proficiency in Microsoft Excel\n, • Excellent communication skills and attention to detail\n, • Ability to manage multiple priorities in a fast-paced environment\n\n Ideal Candidate \n This opportunity is particularly attractive for: \n\n • Audit Associates and Senior Associates seeking their first move out of public accounting\n, • Professionals with exposure to alternative investments and investment management clients\n, • Individuals interested in developing long-term careers within private markets and alternative investments\n, • Candidates looking for greater business exposure and ownership than a traditional audit role can provide\n\n Why Consider This Role? \n\n • Excellent first move from public accounting into industry\n, • Exposure to sophisticated alternative investment strategies\n, • Direct interaction with experienced finance and investment professionals\n, • Strong mentorship and learning environment\n, • Visibility across accounting, operations, and fund management functions\n, • Long-term career growth potential within a respected investment platform\n\n Compensation \n Base Salary: $95,000 - $120,000 \n \n Final compensation will be determined based on experience, qualifications, credentials, and overall fit. Eligible employees may also participate in bonus and incentive programs. \n Benefits \n Eligible employees may have access to: \n\n • Medical, dental, and vision insurance\n, • Paid time off and company holidays\n, • 401(k) retirement savings plan\n, • Life and disability insurance\n, • Employee assistance programs\n, • Additional company-sponsored benefits and wellness programs\n\n \n Work Authorization \n Applicants must be legally authorized to work in the United States without current or future sponsorship requirements. \n \n Background Screening \n Where permitted by law, a background check may be conducted following a conditional offer of employment. \n \n Equal Opportunity Employer \n Our client is committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, citizenship status, or any other status protected by applicable federal, state, or local law. \n \n Reasonable Accommodation \n Applicants requiring reasonable accommodation during the application or interview process are encouraged to request assistance. Accommodations will be provided in accordance with applicable law.

Job Description My client is the largest independent commercial HVAC manufacturers’ rep in North America, with 20 locations in the US and Canada. You would become part of the best team in Commercial HVAC, Refrigeration, and of course, BMS and Industrial Controls. What You Will Do • Provide responsive and professional customer service with the goal of building and maintaining long-term customer relationships, • Identify, analyze, diagnose, and troubleshoot direct digital control systems, • Perform preventative maintenance, commissioning, and replacement modifications as needed or requested by customers, • Maintain building automation systems by inspecting trend logs, reports, schedules, applications, hardware, and programming, • Provide controls technical support to HVAC technicians, • Train and mentor less experienced technicians, • Create and/or implement programming and graphics for new installations and retrofit projects, • Commission controls installations and verify that control sequences meet scope, design, or specifications, • Record and report billing, inventory, timecards, technician tip reports, and other articles as required and in a timely manner, • Interact and train customers by offering status reports of service before, during, and after each call and explain technical information to both technical and non-technical audiences, • Ensure standards, policies, procedures, and maintenance of a clean work area are always upheld, • Factory Certified Training, Online Training Courses, or other professional on the job training in the Building Automation and HVAC Industry, • The opportunity to work on all types of Building Automation Systems and cutting-edge technologies such as Intelligent Equipment, • We provide technicians with company vehicle, laptops, mobile devices, and other technologies, • The ability to make an impact and shape your career with a company that is passionate about growth, • The support of an organization that believes it is vital to include and engage diverse people, perspectives, and ideas to achieve our best, • The opportunity to work for a leading innovator in HVAC and Building Automation where you can make a difference in environmental initiatives to create a more sustainable world for all Minimum Qualifications • Technical training and 5+ years of equivalent combination of education and experience, • Valid Driver’s License and acceptable driving record, • Required license(s) and/or training card as required by local law district, • Work visa sponsorship is not available for this position Preferred Qualifications • Experience in BAS, HVAC, or related industry, • Proficiency with test instruments and calibration tools, • Competency in operation of engineering/commissioning tools, DDC controllers and field devices, BACnet protocol fundamentals, • Competency in the operation of HVAC equipment and controls, • Ability to read low voltage wiring diagrams and controls flow diagrams, • Niagara AX and/or Niagara 4 certification, • Experience with any common integration protocols such as: BACnet MST / IP, LON, Modbus TCP Please reach out to Mike Hopkins at and I'll send company/position details. Everything is 100% confidential. I also have multiple clients that might match your skillset so call me at 610-684-8677. #libertyjobs #midsenior #buildingautomation #HVAC \nCompany Description Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move! Hundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month. Established in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on: Information Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists. Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move!\n\nHundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month.\n\nEstablished in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on:\n\nInformation Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists.

Woodhull Medical and Mental Health Center is attuned to the healthcare issues that matter to the people of North Brooklyn. Woodhull focuses on preventing disease and promoting healthy lifestyles by reaching out to the community at various convenient locations. At NYC Health + Hospitals, our mission is to deliver high-quality care health services, without exception. Every employee takes a person-centered approach that exemplifies the ICARE values (Integrity, Compassion, Accountability, Respect, and Excellence) through empathic communication and partnerships between all persons. Purpose of Position: Under general supervision of the Deputy Director of Finance, plans, initiates, monitors, directs and coordinates finance programs including areas such as accounts payable, health care setting management and cost reporting systems, payroll, special accounting, internal and external financial reports, data control, affiliation accounting, asset control, cash receipts, cash disbursements, daily investment of idle cash funds, general accounting and capital accounting. Coordinates the efforts of staff members in initiating and completing work assignments within the framework of departmental objectives and priorities to ensure the accurate, timely and systematic flow of documents and reports for the provision of necessary financial services. Acts in compliance with all applicable governmental laws, rules and regulations and other applicable external regulatory requirements and/or guidelines. Essential Duties and Responsibilities: • Reviews and coordinates plans, activities, programs, practices and operations within the department to determine if operational functions are best servicing needs., • Monitors document flow from health care setting financial units for timeliness, completeness and accuracy., • Initiates and implements standard operating procedures and new accounting systems to simplify workload and improve flow of accounting and finance., • Reviews operational procedures in compliance with authorized systems; implements changes necessary to stave off deterioration of their effectiveness and recommends and guides the installation of improved procedures for efficient operation of current health care setting financial systems., • Provides general supervision including the general direction and review of staff personnel, and, • determines critical document flow points and recommends solutions to affect resolution of stoppages or delayed processing., • Engages in the development and maintenance of staff personnel at a level to fulfill operational needs of finance, accounting and systems requirements., • Prepares special studies and analysis relevant to finance and accounting matters., • Develops and maintains a system of reports for the guidance of NYC Health + Hospitals financial management and health care setting controllers in the operation of authorized financial and accounting systems and supervises on a current basis all financial data books, ledgers, records and reports needed to account for and record the results of operations and assets of the System and its subsidiaries., • Participates in staff conferences, attends various meetings with key personnel of other NYC Health +Hospitals offices and outside agencies., • Performs other related duties, as directed. Minimum Qualifications: • Master’s degree from an accredited college or university in Accounting, Finance, Business Administration or a related discipline with an emphasis on accounting and financial systems; and two (2) years of responsible-level experience in fiscal management or administration with an emphasis on financial, • systems, management information and controls, one (1) year of which must have been in a responsible administrative or managerial capacity; or, • 2.Bachelor’s degree from an accredited college or university in disciplines, as listed in “1” above; and three(3)years of experience, as described in “1” above, one (1) year of which must have been in a responsible administrative or managerial capacity. NYC Health and Hospitals offers a competitive benefits package that includes: • Comprehensive Health Benefits for employees hired to work 20+ hrs. per week, • Retirement Savings and Pension Plans, • Paid Holidays and Vacation in accordance with employees' Collectively bargained contracts, • Loan Forgiveness Programs for eligible employees, • College tuition discounts and professional development opportunities, • College Savings Program, • Union Benefits for eligible titles, • Multiple employee discounts programs, • Commuter Benefits Programs

Job Description The Department of Medicine is at the forefront of twenty-first century medicine with an uncompromising commitment to providing excellent patient care; to conducting cutting-edge research; and to the rigorous training of tomorrow’s physicians and physician-scientists in an environment that supports all members of our community. Our department is ranked in the top 10 for funding by the National Institutes of Health (NIH) and we receive nearly $150 million annually. Our highly competitive residency programs have a national reputation for excellence for producing the highest quality junior faculty and physicians. As the largest academic department in the Mount Sinai Health System, we are leading the integration of the latest discoveries in the lab and innovations in clinical care into patient-centric care models in the safest, and most compassionate way possible. The Grants & Contracts Manager oversees all the components of the grants cycle including pre-award budget development, post-award monitoring, program sub-contract management, and grant closeout procedures for the assigned department. Responsible for providing technical assistance and guidance in the preparation, submission, processing, and management of research grants, contract proposals, awards, and agreements for researchers within the institution/department. Also, assures that the administration of sponsored programs related to research is in compliance with federal, state and private agency rules and regulations. Responsibilities • Provides assistance and guidance in the preparation of budgets, GCO/IRB paperwork, application forms, no costs extensions and subcontracts., • Maintains a library of bio-sketches, other support, and training records for grant proposals., • Reviews grants and contracts proposals and expenditures prior to submissions for accuracy, completeness, and compliance with all applicable policies, procedures, and regulations., • Acts as a liaison with departmental administrators, faculty and extramural funding agencies (federal, state, local and non-profit organizations) to endorse any edits to the proposals prior to institutional endorsement., • Ensures that grants and contracts applications are submitted and routed to the appropriate committee (Institutional Animal Care and Use Committee, Institutional Review Board, Bio-Safety Officer and Financial Conflict of Interest in Research Committee)., • Analyzes monthly grant activity, monitors grant spending reports and expenditures posted to assigned grant projects and serves as a liaison to GCO office, sponsored projects and other collaborating departments to ensure that grants are properly managed., • Provides information to Sponsored Programs Accounting for fund activation., • Reviews and provides supplemental and amended information to extramural sponsors on grant applications., • Maintains computer documentation and appropriate files for proposal submissions, awards, and research expenditures., • Acts as a liaison with the Institutional Bio-Safety Officer, Biomedical Research Alliance of New York and Committee on Special Awards and Fellowships., • May create and distribute funding opportunities packets, calendars and special alerts., • Performs other related duties. Qualifications • Bachelor's degree required (Master's preferred, ideally MPA-MPH)), • 5+ years of progressive experience in grants & contracts management Compensation Statement The Mount Sinai Health System (MSHS) provides salary ranges that comply with the New York City Law on Salary Transparency in Job Advertisements. The salary range for the role is $93,600.04 - $130,000.11 Annually. Actual salaries depend on a variety of factors, including experience, education, and operational need. The salary range or contractual rate listed does not include bonuses/incentive, differential pay or other forms of compensation or benefits. Non-Bargaining Unit, 831 - Medicine Admin MSH - ISM, Icahn School of Medicine About Us Strength through Unity and Inclusion The Mount Sinai Health System is committed to fostering an environment where everyone can contribute to excellence. We share a common dedication to delivering outstanding patient care. When you join us, you become part of Mount Sinai’s unparalleled legacy of achievement, education, and innovation as we work together to transform healthcare. We encourage all team members to actively participate in creating a culture that ensures fair access to opportunities, promotes inclusive practices, and supports the success of every individual. At Mount Sinai, our leaders are committed to fostering a workplace where all employees feel valued, respected, and empowered to grow. We strive to create an environment where collaboration, fairness, and continuous learning drive positive change, improving the well-being of our staff, patients, and organization. Our leaders are expected to challenge outdated practices, promote a culture of respect, and work toward meaningful improvements that enhance patient care and workplace experiences. We are dedicated to building a supportive and welcoming environment where everyone has the opportunity to thrive and advance professionally. Explore this opportunity and be part of the next chapter in our history. About the Mount Sinai Health System: Mount Sinai Health System is one of the largest academic medical systems in the New York metro area, with more than 48,000 employees working across eight hospitals, more than 400 outpatient practices, more than 300 labs, a school of nursing, and a leading school of medicine and graduate education. Mount Sinai advances health for all people, everywhere, by taking on the most complex health care challenges of our time — discovering and applying new scientific learning and knowledge; developing safer, more effective treatments; educating the next generation of medical leaders and innovators; and supporting local communities by delivering high-quality care to all who need it. Through the integration of its hospitals, labs, and schools, Mount Sinai offers comprehensive health care solutions from birth through geriatrics, leveraging innovative approaches such as artificial intelligence and informatics while keeping patients’ medical and emotional needs at the center of all treatment. The Health System includes more than 9,000 primary and specialty care physicians; 13 joint-venture outpatient surgery centers throughout the five boroughs of New York City, Westchester, Long Island, and Florida; and more than 30 affiliated community health centers. We are consistently ranked by U.S. News & World Report's Best Hospitals, receiving high "Honor Roll" status, and are highly ranked: No. 1 in Geriatrics, top 5 in Cardiology/Heart Surgery, and top 20 in Diabetes/Endocrinology, Gastroenterology/GI Surgery, Neurology/Neurosurgery, Orthopedics, Pulmonology/Lung Surgery, Rehabilitation, and Urology. New York Eye and Ear Infirmary of Mount Sinai is ranked No. 12 in Ophthalmology. U.S. News & World Report’s “Best Children’s Hospitals” ranks Mount Sinai Kravis Children's Hospital among the country’s best in several pediatric specialties. The Icahn School of Medicine at Mount Sinai is ranked No. 11 nationwide in National Institutes of Health funding and in the 99th percentile in research dollars per investigator according to the Association of American Medical Colleges. Newsweek’s “The World’s Best Smart Hospitals” ranks The Mount Sinai Hospital as No. 1 in New York and in the top five globally, and Mount Sinai Morningside in the top 20 globally. Equal Opportunity Employer The Mount Sinai Health System is an equal opportunity employer, complying with all applicable federal civil rights laws. We do not discriminate, exclude, or treat individuals differently based on race, color, national origin, age, religion, disability, sex, sexual orientation, gender, veteran status, or any other characteristic protected by law. We are deeply committed to fostering an environment where all faculty, staff, students, trainees, patients, visitors, and the communities we serve feel respected and supported. Our goal is to create a healthcare and learning institution that actively works to remove barriers, address challenges, and promote fairness in all aspects of our organization.

Great opportunity at the Controller level with a development stage company in NYC seeking a strong public/private CPA to help grow their department! Seeking 10-13+ years of experience and someone who is currently working for an SEC registered company. Need someone extremely bright on technical accounting topics and SEC reporting as well as SOX 404. This is not a pure reporting role but having reporting experience is required. In-office role paying in the mid $200's plus equity potential. This is a demanding/highly visible role with huge financial upside for the right person. Key Responsibilities: • Lead the preparation of financial statements and disclosures in accordance with GAAP and other SEC regulatory requirements, • Develop and maintain financial reporting processes and systems to ensure accuracy, efficiency and compliance, • Oversee the monthly, quarterly and annual close process, ensuring the timely and accurate completion of financial reporting, • Coordinate and manage year-end audits with external CPA firm., • Develop and implement policies and procedures with emphasis on internal controls and best practices., • Assist with ad hoc projects as needed., • Stay up-to-date on changes in accounting standards and regulations and implement any necessary changes Qualifications: • Bachelors or advanced degree in Accounting or Finance; Active CPA required, • 10+ years of experience including public accounting and corporate accounting, • MUST have current or recent experience working in a publicly held company, • Strong understanding of GAAP and regulatory reporting requirements, • Previous experience with ASC 805, ASC 810 and ASC 606, • Excellent communication and interpersonal skills, with the ability to effectively communicate complex financial concepts to non-financial stakeholders, • Ability to work in a fast-paced environment, prioritize tasks and meet tight deadlines, • Advanced proficiency in Microsoft Excel and experience with financial reporting software Please note: Serious inquiries only, please. Candidates who do not meet the minimum qualifications for this role will not be contacted. This is an in-office position and will require working overtime as needed. If you are looking for a hybrid schedule or something that offers a lot of flexibility, this role is likely not right for you.

The Scientific Computing and Data team at the Icahn School of Medicine at Mount Sinai partners with scientists and clinicians to accelerate scientific discovery. The AI-Ready.Mount Sinai (AIR.MS) platform contains patient data generated from the clinical care processes at the Mount Sinai Health System. AIR·MS is a cloud-based, high-performance SAP HANA data platform with electronic health record (EHR) data in an OMOP data format. It also contains metadata from and links to raw data sets in other modalities, such as radiology, genomics and pathology. Researchers can access the AIR.MS data through direct database access, AI agents, cohort query tools and the Minerva high-performance computer. AIR.MS ingests OHDSI’s Observational Medical Outcomes Partnership (OMOP)-formatted EHR data from the Mount Sinai Data Warehouse. AIR.MS is integrated with Minerva, a high-performance computer with >21 petaflops of raw computational power and the raw radiology, genomics and pathology data sets. An expert team of 20+ PhD/MD computational scientists, biomedical informaticists and computer scientists partner with researchers and clinicians to effectively and efficiently utilize these resources for translational science. The Lead Data Warehouse Engineer is a senior technical specialist responsible for leading the ongoing integration of multi-modal clinical data into the AIR.MS data warehouse. The Lead Data Warehouse Engineer will assess the state of data integration, identify opportunities for data integration based on researcher’s priorities, develop a plan to integrate metadata and data, and execute on the data integration. The incumbent will work collaboratively with other members of the AIR.MS data platform and Mount Sinai Data Warehouse teams to lead technical efforts for the integration of multi-modal data sets resulting in expanded AIR.MS functionality. The AIR.MS data warehouse is built on the SAP HANA technology stack and MSDW is built on MySQL. Responsibilities: • Design databases and pipelines that balance functionality, performance, cost, and development time; evaluate technical options with the product manager, • Design, build, test, and maintain data pipelines that extract/capture data from source systems, transform and augment those data, and integrate it into a multi-modal data repository, • Serve as a team leader; contribute to project planning, work breakdown, dependency sequencing, and release management, • Develop and promote standards, conventions, design patterns, DevOps/SDLC best practices, and operational procedures for pipelines and warehouse maintenance, • Mentor junior engineers in data warehousing, data engineering skills, and operational support, • Design, build, and maintain data management processes, including loading flat files (csv, tsv, pipe-delimited, JSON), • Lead design sessions, code walkthroughs, peer reviews, and produce technical documentation, • Tune database objects, stored procedures, and pipelines to optimize performance and minimize compute and storage costs, • Monitor database and pipeline operations; lead troubleshooting and remediation of failures; provide occasional after-hours on-call support, • Collaborate with DBAs and system administrators on backups, performance tuning, statistics/index maintenance, and patching, • Provide high-quality customer service to researchers, clinicians, and internal partners; maintain a science‑driven, customer-focused approach, • Ensure patient privacy and data security in compliance with IRB & cybersecurity policies, HIPAA, 42 CFR Part 2, NYS Article 27-F, and other regulations, • Stay current with emerging technologies to improve capabilities, efficiency, quality, or cost, • Identify improvements in procedures, technology, compliance, and data privacy/security, • Periodically assist DBAs with user provisioning, backups, restorations, capacity planning, and performance monitoring, • Perform related duties as assigned Qualifications: • Bachelor’s degree in a technical field; Master’s preferred, • 12–15 years of related experience, including 7+ years designing, developing, and maintaining relational databases, data pipelines, and dimensional/OLAP warehouses. Preferred: • Expert knowledge of data warehousing: 3NF & dimensional modeling (fact table types, SCDs), change data capture, incremental loads, data lineage, source-to-target mappings, pattern-based & parameter-driven development, • Expert-level experience with data engineering technologies: SQL, indexing, stored procedures, UDFs, sequences, dynamic SQL, data transformation tools, job orchestration tools for data processing, • Experience with DevOps/SDLC best practices; Agile (Scrum, Kanban) with JIRA and Confluence;, • Strong communication and customer service skills for working with researchers, clinicians, administrators, and IT staff., • Excellent critical thinking, problem-solving, multitasking, and collaboration skills; ability to work independently in a fast-paced environment, • Preferred experience with healthcare data (EHR, billing/claims, cost accounting), Epic Clarity/Caboodle, data models (OMOP, i2b2, PCORnet., • Experience with database administration: configuration, performance tuning, partitioning, materialized views, permissions, backups & restorations. Strength through Unity and Inclusion The Mount Sinai Health System is committed to fostering an environment where everyone can contribute to excellence. We share a common dedication to delivering outstanding patient care. When you join us, you become part of Mount Sinai’s unparalleled legacy of achievement, education, and innovation as we work together to transform healthcare. We encourage all team members to actively participate in creating a culture that ensures fair access to opportunities, promotes inclusive practices, and supports the success of every indivi dual.At Mount Sinai, our leaders are committed to fostering a workplace where all employees feel valued, respected, and empowered to grow. We strive to create an environment where collaboration, fairness, and continuous learning drive positive change, improving the well-being of our staff, patients, and organization. Our leaders are expected to challenge outdated practices, promote a culture of respect, and work toward meaningful improvements that enhance patient care and workplace experiences. We are dedicated to building a supportive and welcoming environment where everyone has the opportunity to thrive and advance professionally. Explore this opportunity and be part of the next chapter in our history. Compensation: The Mount Sinai Health System (MSHS) provides salary ranges that comply with the New York City Law on Salary Transparency in Job Advertisements. The salary range for the role is $145200 - $217875 Annually. Actual salaries depend on a variety of factors, including experience, education, and operational need. The salary range or contractual rate listed does not include bonuses/incentive, differential pay or other forms of compensation or benefits.

\n Triage Staffing is seeking a travel CT Technologist for a travel job in Passaic, New Jersey. Job Description & Requirements\n \n • Specialty: CT Technologist\n, • Discipline: Allied Health Professional\n, • Start Date: 11/09/2026\n, • Duration: 13 weeks\n, • 36 hours per week\n, • Shift: 12 hours, nights\n, • Employment Type: Travel\n \n Travel Radiology: CT Tech Passaic, NJ \n Location: Passaic, NJ \n Start Date: 11/9/2026 \n Shift Details: 12H Nights \n 36 hours per week \n Length: 13 WEEKS \n Apply for specific facility details.CT Tech \n \n Triage Staffing Job ID #9LM7WUCE. Posted job title: Radiology: CT Tech About Triage Staffing\n \n At Triage, we prefer to be real. Real about expectations—both ours and yours. Real about how a decision you make today could affect your tomorrows. Real about how compensation actually works. Real about how great—or grating—your next supervisor may be. \n \n Being real allows everyone at Triage to be ready. Ready to serve you with real honesty. So if that gig near the ocean is really no day at the beach, or that third shift comes with a second-class rate, we tell you. So you can be ready, too. \n \n We staff all five major divisions of acute care—nursing, lab, radiology, cardiopulmonary and rehab therapy, offering: \n • Competitive, custom pay packages \n • One point of contact for both travelers and facilities (per division) \n • A reliable recruiter who's got your back throughout your entire assignment \n • In-house compliance and accounting specialists \n • A clinical liaison team available 24/7 to offer medical and professional support and career development \n • A mentoring program that is run and managed by actual clinicians—yeah, you read that right \n • And more (because of course there’s more) \n Are we the biggest? No. Are we the best? That’s rather subjective, but we’re trying to be. Will we work like hell to get you as close to your idea of heaven as possible? Yes. Yes, we will. \n Benefits: \n \n • Day One comprehensive, nationwide insurance plans for health, vision and dental and life—including a HSA option\n, • Day One 401(k) program with employer-matching contributions once eligible\n, • Facility cancelling protection—your time is money on and off-the-clock\n, • Guaranteed hours\n, • Weekly paychecks via direct deposit\n, • Earned vacation bonuses for time worked\n, • Paid holidays\n, • Employee assistance program (EAP)—your mental health is important, too\n, • Continuing education, certification and licensing reimbursement\n, • Workers comp—because accidents happen\n, • Top-rated professional liability insurance\n, • Company provided housing options\n, • Referral bonus—$750 in your pocket after they’ve completed a 13-week assignment\n \n \n

Technology Audit & Risk Advisory - Manager / Senior Manager Position Summary We are seeking an experienced Technology Audit & Risk Advisory Manager / Senior Manager to lead client engagements focused on technology risk, cybersecurity, IT controls, governance, compliance, cloud technologies, and digital transformation initiatives. This individual will serve as a trusted advisor to senior stakeholders, helping organizations strengthen risk and control environments, address complex technology challenges, and leverage modern technologies, analytics, and automation to drive business performance. The role combines client-facing consulting, project leadership, business development, and team leadership within a dynamic and growing advisory practice. Core Responsibilities • Lead technology audit, IT risk, and advisory engagements for complex client environments., • Advise clients on cybersecurity, cloud risk, IT governance, data governance, privacy, resiliency, and regulatory compliance initiatives., • Assess and improve IT controls, risk management frameworks, and technology governance programs., • Build and maintain executive-level client relationships while identifying opportunities to expand service offerings., • Manage, mentor, and develop consulting teams while overseeing project delivery and quality standards., • Utilize analytics, automation, AI, and emerging technologies to improve risk assessments and audit effectiveness. Required Skills & Experience • 5+ years of experience in technology audit, IT risk, cybersecurity, consulting, governance, or advisory services., • Strong knowledge of IT General Controls (ITGCs), IT SOX, risk management frameworks, and internal controls., • Experience with cybersecurity, cloud technologies, data governance, privacy, resilience, and enterprise applications., • Proven client management, project leadership, and team development experience., • Excellent communication and executive stakeholder engagement skills. Ideal Candidate Profile Ideal candidates will come from consulting, public accounting, advisory, or internal audit environments and have experience leading technology risk and audit programs for large organizations. Successful candidates are equal parts advisor, relationship manager, and subject matter expert, with deep knowledge of IT controls, cybersecurity, cloud technologies, governance, and regulatory compliance. Preferred Certifications: CISA, CISSP, CISM, CIA, CRISC, or similar.

About the Role We are seeking a Vice President, Income Tax to lead the global income tax function for a complex consumer products organization. This executive will oversee tax accounting, compliance, planning, transfer pricing, and international taxation while partnering closely with Finance, Treasury, Legal, and Business Development. The role combines strategic tax leadership with hands-on execution and will play an important part in M&A activity, global tax planning, process improvement, and managing external tax partners. Key Responsibilities Tax Accounting & Reporting • Lead the preparation and review of the global income tax provision under ASC 740., • Present tax results and key matters to senior management and, when required, the Audit Committee., • Prepare income tax disclosures for audited financial statements., • Oversee monthly tax close activities, account analyses, and reconciliations., • Partner with FP&A and Treasury on quarterly tax forecasting and reporting., • Maintain and enhance internal controls related to income tax accounting., • Coordinate tax-related audit requests and support external auditor reviews. Tax Planning & Strategy • Develop strategies to reduce cash taxes and optimize the Company's effective tax rate., • Manage and maximize the utilization of tax attributes., • Identify federal, state, local, and international tax planning opportunities and incentives., • Provide tax leadership for major business initiatives, restructurings, and potential M&A transactions., • Monitor evolving tax legislation and regulations, including Pillar Two requirements., • Partner with Finance, Legal, Treasury, and external advisors to execute tax strategies. Compliance & Tax Examinations • Oversee global federal, state, local, and international income tax compliance., • Manage the worldwide tax compliance calendar and ensure timely filings, extensions, and estimated payments., • Lead tax examinations and resolve income tax notices and inquiries., • Oversee foreign withholding and related reporting requirements., • Manage and optimize the relationship with the Company's tax co-source provider. Transfer Pricing & International Tax • Lead the Company's global transfer pricing strategy, documentation, analyses, and related accounting., • Partner with Treasury on international intercompany settlements and subsidiary funding., • Support foreign entities with transfer pricing inquiries and documentation requirements., • Drive improvements around legal entity reporting and intercompany transactions. Leadership & Transformation • Lead and develop the income tax team while coordinating external resources., • Drive process improvement, automation, and stronger tax reporting practices., • Support legal entity rationalization and other strategic projects., • Build strong partnerships across Finance, Legal, Treasury, FP&A, and international operations. Qualifications • Bachelor's degree in Accounting required; Master's in Taxation preferred., • CPA required., • 18+ years of relevant tax experience, including a combination of public accounting and corporate tax experience., • Experience within retail and/or consumer products., • Deep expertise in domestic and international income taxation., • Strong technical knowledge of ASC 740, tax compliance, tax planning, transfer pricing, and book/tax differences., • Demonstrated experience creating, managing, or leading an income tax function., • Experience leading teams within a complex or matrixed organization., • Strong understanding of consolidation and financial reporting processes., • M&A and transaction tax experience strongly preferred., • Experience with tax technology such as ONESOURCE is a plus., • Advanced Excel skills., • Strong executive communication skills with the ability to present complex tax matters clearly to senior leadership.

Company Description Michael Perdios, CPA, P.C. is a certified public accounting firm serving clients with personalized tax, accounting, and advisory services. The firm focuses on accuracy, compliance, and practical financial guidance for individuals and businesses. Team members work closely with clients to maintain organized financial records and support informed decision-making. The firm values professionalism, integrity, and attention to detail in all aspects of its practice. Role Description This is a full-time, on-site Accounting Bookkeeper role based in Hasbrouck Heights, NJ. The Accounting Bookkeeper will maintain accurate books, record daily financial transactions, and prepare journal entries in support of the firm’s accounting and tax services. Responsibilities include reconciling bank and credit card accounts, assisting with the preparation of financial statements, and updating ledgers in accounting software. The role also involves organizing client records, supporting month-end and year-end closing activities, and communicating with clients and team members to resolve discrepancies. The Accounting Bookkeeper will collaborate closely with CPAs and other staff to ensure timely and compliant financial reporting. Qualifications • Strong bookkeeping skills, including maintaining ledgers and recording Journal Entries (Accounting)., • Experience preparing or assisting with Financial Statements and understanding basic Finance concepts., • Proficiency with Accounting Software (e.g., QuickBooks or similar platforms) and comfort working with digital records., • Attention to detail, strong organizational skills, and the ability to manage multiple client accounts accurately., • Solid analytical and problem-solving abilities, with a focus on reconciliations and resolving variances., • Effective written and verbal communication skills for working with clients and internal team members., • Ability to work on-site full time in Hasbrouck Heights, NJ and collaborate in a professional office environment., • Associate’s or bachelor’s degree in Accounting, Finance, or a related field, or equivalent relevant experience., • Prior experience in a public accounting firm or similar professional services environment is a plus.

SVP, Controller • Series D Fintech (Top Tier PE Backed), High-End Clients, • $350,000 Base Salary + 20% Bonus + Equity, • 4 days on site, 1 day WFH Role Overview Our client is seeking a distinguished executive leader to serve as Senior Vice President, Corporate Controller within their senior financial leadership team. Reporting straight to the Chief Financial Officer, this executive will manage the foundational accounting architecture, financial control environment, and regulatory reporting apparatus. The position requires a proven finance leader capable of operating within a fast-moving, technology-forward commercial banking and fintech environment while modernizing operations to keep pace with rapid corporate expansion. Primary Responsibilities Financial Controls & Corporate Governance • Maintain and enhance the enterprise-wide financial risk and control structure, ensuring robust internal guidelines and compliance policies for financial disclosure., • Direct the design, execution, and ongoing assessment of Internal Controls over Financial Reporting (ICFR), maintaining FDICIA- and SOX-level compliance appropriate for a major regulated financial institution. Credit & Lending Accounting • Lead financial operations and accounting across all credit channels, including digital lending programs, commercial loans, small business administration (SBA) lines, and direct balance-sheet financing., • Guarantee precision across loan lifecycle accounting: origination costs, servicing portfolios, gain-on-sale calculations, mark-to-market valuations, and CECL credit loss reserving., • Direct financial reporting for loan syndications, whole-loan sales, asset securitizations, and warehouse credit facility utilization., • Ensure appropriate accounting treatment for net interest income, upfront fees, and credit loss provisions across all loan portfolios. Financial Disclosures & Regulatory Compliance • Serve as the executive authority on U.S. GAAP and specialized banking accounting policies across all operating units., • Manage month-end, quarter-end, and year-end consolidated close procedures., • Drive public-style financial reporting standards (SEC-level rigor), including drafting consolidated financial statements, footnote disclosures, and management narrative (MD&A)., • Direct regulatory reporting submissions, ensuring accurate and punctual delivery of Call Reports, FR Y-9 statements, and regulatory packages for state and federal bank supervisory authorities., • Deliver comprehensive reporting decks for executive leadership, the Board of Directors, and the Audit Committee. Tax Strategy & Strategic Initiatives • Direct corporate tax operations, covering federal, state, and local compliance, ASC 740 tax provisions, and strategic tax planning., • Provide tax-structuring expertise for non-standard transactions, strategic partnerships, and new product offerings to optimize tax positioning while ensuring compliance., • Evaluate financial and accounting mechanics for complex fintech integration models, platform partnerships, and banking-as-a-service frameworks. Enterprise Procurement & Spend Management • Establish and oversee a centralized corporate procurement department to drive vendor oversight, cost management, and operational efficiency across business units., • Enhance purchasing guidelines, delegation-of-authority matrices, and vendor onboarding processes in accordance with third-party risk management regulatory guidelines., • Deploy spend analytics and tracking tools to increase visibility into corporate expenditures and budget compliance. Revenue Recognition & Commercial Assurance • Act as the organization's technical authority for revenue accounting under ASC 606 and related standards (ASC 310, ASC 320, ASC 460)., • Ensure precise measurement and recording of diverse income streams, including processing fees, interchange revenue, platform usage fees, net interest, loan sale gains, and software subscription models., • Establish robust revenue assurance processes to capture and reconcile revenue streams originating from complex multi-party fintech alliances, embedded banking setups, and custom commercial agreements. Organizational Leadership & Infrastructure • Lead, mentor, and scale a multi-disciplinary controllership team of senior directors and staff professionals, promoting a performance-driven, high-accountability environment., • Provide strategic counsel on the accounting impact of major corporate events, including M&A transactions, debt/equity capital moves, and public-market readiness steps., • Lead the selection and rollout of enterprise financial systems (ERP, sub-ledger software, and operational automation) to scale reporting capabilities. Candidate Qualifications • Bachelor’s degree in Accounting, Finance, or a related discipline; active Certified Public Accountant (CPA) credential required., • 15+ years of progressive financial and accounting leadership, with at least 7 years in senior executive roles managing multi-functional teams., • Deep expertise in U.S. GAAP, FFIEC regulatory guidelines, bank regulatory reporting (Call Reports), and institutional governance models., • Substantial experience within a regulated banking environment (commercial bank, fintech-focused financial institution, or BaaS bank); FDIC-supervised bank experience is strongly preferred., • Proven background establishing internal control frameworks and acting as primary liaison to external Big 4 audit teams., • Comprehensive knowledge of sophisticated financial products across lending (consumer, SBA, commercial), payment processing, card issuing platforms, and capital markets transactions. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Equal Opportunity Notice Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact HR@vaco.com . Vaco by Highspring also wants all applicants to know their rights that _. Representation Notice By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client. Privacy Notice Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies. • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees _., • Virginia residents may access our state specific policies _., • Residents of all other states may access our policies _., • Canadian residents may access our policies in English and in French ., • Residents of countries governed by GDPR and UK GDPR may access our policies _. Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (_). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring. Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: · the individual's skill sets, experience and training; · licensure and certification requirements; · office location and other geographic considerations; and · other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).

Coda Search is partnering with a leading global alternative asset manager to hire an Associate for its Private Wealth Product Solutions team. Our client manages several hundred billion dollars across private equity, credit, real estate and other strategies, with investment and operating teams around the world. The firm is building out its evergreen product suite for the private wealth channel, and this hire will sit at the center of that growth. It is a visible seat working directly alongside senior members of the Wealth team, with broad exposure to product, marketing, investor communications and fundraising. Key Responsibilities • Product development: Partner with senior Wealth team members on the continued build-out of the firm's wealth product solutions., • Marketing content: Maintain and update investor presentations, pitch books and related decks; help create new content and shape messaging on strategy, performance and fund offerings., • Portfolio insight: Track fund positioning, portfolio holdings and current exposures; analyze performance drivers and attribution; write commentary for internal and external audiences., • Due diligence: Own responses to DDQs, RFPs, RFIs, investor inquiries and ad hoc data requests, often leading the project end to end; coordinate investment and operational due diligence meetings., • Thought leadership: Help draft investment and outlook pieces, including the quarterly capital markets review and monthly internal updates to senior leadership., • Reporting: Ensure monthly fund reporting, exposure reports and investor letters are accurate and on time; build fund-level and investor- or account-specific update materials., • Special projects: Support initiatives on fundraising, investor commitment activity and competitor market intelligence. Required • 2 - 5 years in investment management or a related financial field, • Solid grasp of financial markets, especially credit, fixed income and alternative investments, • Series 7 and 63, or the ability to obtain both within 6 months of joining, • Strong quantitative skills; accounting or financial analysis experience is a plus, • Excellent written, verbal and presentation skills, with the ability to distill complex information for internal and external audiences, • Advanced Excel, Word and PowerPoint, • Highly organized and proactive; able to juggle multiple priorities in a fast-paced environment, • Ability to build relationships across investments, sales and marketing, accounting, operations, legal, client reporting and client service, • Superior attention to detail

Full-Time | In-Person THIS POSITION REQUIRES ONSITE WORK IN BROOKLYN, NY. PLEASE DO NOT APPLY IF YOU ARE NOT LOCAL TO THE NYC AREA We are seeking an experienced, hands-on Bookkeeper to join our accounting team and work closely with the CFO. This is an excellent opportunity for a detail-oriented accounting professional who takes ownership of their work, enjoys solving discrepancies, and is comfortable managing the day-to-day accounting functions that keep a business running accurately and efficiently. The ideal candidate has strong accounts payable, reconciliation, general ledger, Excel, and ERP/accounting system experience. Manufacturing experience and exposure to SAP are highly desirable. We're looking for someone who is accurate, organized, analytical, and able to communicate clearly and directly about their work and accounting processes. What You'll Do: Accounts Payable • Manage day-to-day accounts payable processing, including reviewing and entering vendor invoices., • Verify invoices against appropriate approvals and supporting documentation., • Prepare weekly AP reports for CFO review., • Process vendor payments via check, ACH, and wire transfer., • Maintain accurate vendor records, W-9s, and supporting documentation., • Research and resolve invoice, vendor, and payment discrepancies., • Ensure transactions are accurately coded and properly documented. Reconciliations & General Ledger • Perform monthly bank reconciliations., • Reconcile corporate credit cards and assigned balance sheet accounts., • Investigate discrepancies and determine appropriate corrective action., • Prepare and enter journal entries., • Maintain supporting schedules for prepaid expenses, accruals, fixed assets, and other accounts., • Assist with month-end close and ensure financial transactions are accurately recorded. Accounting Operations & Cost Control • Maintain organized electronic and physical accounting records., • Help develop and improve accounting procedures and documentation., • Identify opportunities to improve the accuracy and efficiency of accounting processes., • Monitor vendor pricing and company expenses to identify potential cost savings., • Support the CFO with accounting projects and other financial initiatives as needed. What We're Looking For • 5+ years of hands-on bookkeeping or accounting experience required., • Bachelor's degree in Accounting, Finance, Business, or a related field preferred; Associate's degree with strong relevant experience will be considered., • Strong hands-on accounts payable experience., • Demonstrated experience performing bank, credit card, and balance sheet reconciliations., • Working knowledge of journal entries, general ledger accounting, and month-end close., • Experience using ERP/accounting systems required; SAP experience strongly preferred., • Strong Microsoft Excel skills, including proficiency in pivot tables and v-lookups., • Manufacturing accounting experience preferred., • Strong numerical aptitude and ability to identify and investigate discrepancies., • Exceptional accuracy and attention to detail., • Ability to manage multiple priorities and meet deadlines., • Professional, clear, and direct communication skills., • Ability to explain accounting processes and issues clearly and concisely., • Comfortable working independently while collaborating closely with the CFO and other departments., • High level of discretion when handling confidential financial information. Who Will Be Successful in This Role You may be a strong fit if you are someone who: • Enjoys hands-on bookkeeping and takes pride in getting the details right., • Doesn't simply identify a discrepancy—you investigate it until you understand why it occurred., • Can clearly walk someone through how you process an invoice, reconcile an account, or resolve an accounting issue., • Is comfortable working within established accounting procedures and internal controls., • Learns new accounting and ERP systems quickly., • Is dependable, organized, and comfortable working closely with senior management. Compensation & Benefits Salary: $75,000–$85,000 per year Benefits include: • Health insurance, • Dental insurance, • Paid time off, • 401 eligibility after 1 year of service

A broad, hands-on opportunity to own the day-to-day finance function of a growing distilling business. The opportunity New York Distilling Company is looking for an experienced Finance Manager to take ownership of its complete day-to-day finance function, reporting directly to the Chief Operating Officer. This is a stand-alone role for someone who enjoys being close to the detail and to the business. You will manage everything from supplier invoices, customer accounts and bank reconciliations through to month-end reporting, cash flow forecasting, budgeting and financial analysis. You will be the on-site finance lead, working closely with the COO, operational colleagues, the wider group finance team and external advisers. It is a varied role offering genuine ownership and the opportunity to build effective, practical finance processes. What you’ll be doing • Managing purchase ledger, sales ledger, banking, expenses and general ledger transactions., • Owning month-end close and preparing monthly management accounts., • Maintaining balance sheet reconciliations and resolving outstanding items., • Preparing cash flow forecasts and supporting effective working capital management., • Providing clear reporting and commentary to the COO and wider group., • Supporting budgets, forecasts and commercial decision-making., • Maintaining accurate inventory, product cost and cost of goods sold information., • Strengthening financial controls and improving day-to-day finance processes., • Coordinating information for payroll, audit, tax and other external reporting., • Working with external accountants, auditors, tax advisers and other professional advisers. What we’re looking for • A qualified accountant, or someone qualified by relevant experience., • Broad, hands-on experience across transactional finance, month-end reporting and financial control., • Confidence working independently and taking responsibility from start to finish., • Strong accounting system and spreadsheet skills., • Excellent attention to detail, organisation and the ability to meet deadlines., • A practical, commercially aware approach and the ability to explain finance clearly to non-finance colleagues., • Inventory, manufacturing, production or cost accounting experience would be highly desirable., • Experience in spirits, drinks or wider manufacturing would be an advantage. Why this role? • A visible role working directly with the COO and operational leadership., • Broad ownership of the finance function, with variety across transactions, reporting and business support., • The opportunity to shape efficient processes and make a practical impact across the business., • A collaborative working relationship with the wider group finance team and specialist advisers. Role details REPORTS TO: Chief Operating Officer LOCATION: Brooklyn, New York - In office 2-3 days a week EMPLOYMENT TYPE: Full-time SALARY $90k-115k, dependent on experience BENEFITS - Medical, Dental, Vision, 401k match, and one heck of a cool team. How to apply Please send your résumé to ken.krebs@twopointconsulting.com by September 18th, 2026. Please do not contact New York Distilling Company directly. New York Distilling Company is committed to creating an inclusive workplace. We welcome applications from suitably qualified candidates and make employment decisions based on skills, experience and the requirements of the role.

Paid summer internship for college students looking to build real-world business, sales, and leadership skills. Work independently, gain 100 to 300 hours of professional training, and operate like your own business. Travel required for the summer (housing provided). About the job Southwestern Advantage is seeking college students from all majors for a paid summer work/internship position. Optional 3 upper division transferrable college credits are available for Communications and Marketing. This is an outside sales internship where students will learn how to run their own business and be effective in creating relationships with consumers. Students will have the opportunity to travel to another state. You will receive 100 to 300 hours of professional sales, leadership, and marketing coaching. The ideal candidate for this position will take over the following responsibilities and have these qualifications. Responsibilities • Students will be engaged in consultative sales, • Communicating with anywhere with 2,000 to 5,000 families with all economic backgrounds, • Create relationships and build rapport with customers, • Direct sales of educational products, • Students will execute all ordering, inventory, sales, accounting, scheduling, and delivery of product Qualifications • Must be a college student or college grad, • Positive attitude, • Goal Oriented, • Personal motivation, • Strong work ethic, • Teachable and coachable, • Willingness to learn and develop business skills, • Independent decision maker Check us out below! Website: https://southwesternadvantage.com Instagram: https:// www.instagram.com/southwesternadvantage/?hi=en Facebook: https:// www.facebook.com/ SouthwesternAdvantage/ Reviews: http://southwesternadvantagereviews.com/ www.southwesternadvantage.com/disclosure

We are seeking a seasoned and strategic Senior Director, Global Corporate Controller based in New York City, to lead core controllership functions for a dynamic, fast‑growing commercial real estate services organization. This role will serve as a critical partner to the Chief Accounting Officer, providing global leadership across financial close, consolidation, technical accounting, and transformation initiatives while ensuring the integrity, accuracy, and scalability of the company’s financial reporting. This is a high‑impact role for a controller who thrives in complex environments, brings strong GAAP expertise, and is energized by building disciplined, modern finance operations. Key Responsibilities Financial Close & Consolidation Leadership • Lead and continuously enhance the global month‑end close and consolidation process, ensuring timely, accurate, and compliant financial reporting across all entities., • Own close governance, including close calendars, accountability, controls, and close technology, driving consistency and transparency across accounting teams., • Oversee the preparation and review of monthly consolidated financial statements, including income statement and balance sheet analytics, key estimates, and management review materials. Accounting Quality & Technical Excellence • Ensure the consistent application of US GAAP across all entities, with particular focus on revenue and expense recognition., • Review and guide complex accounting matters, including journal entries, account and intercompany reconciliations, sub‑ledger activity, and purchase accounting., • Prepare and review technical accounting memos and position papers, and lead the documentation and maintenance of accounting policies and procedures. Cross‑Functional Partnership & Reporting • Partner closely with Financial Planning & Analysis to align close results, analytics, and reporting, enabling meaningful insights for executive leadership., • Create and deliver clear, accurate, and decision‑useful internal financial reporting to senior leaders and key stakeholders. M&A, Valuation & Integration • Serve as a key accounting leader for mergers and acquisitions, collaborating with internal M&A teams, management, and third‑party valuation firms on valuation conclusions, purchase accounting, and deal execution., • Support the integration of acquired and international entities, ensuring alignment with company accounting standards, controls, and reporting practices. Operational Excellence & Transformation • Provide executive oversight of the accounts payable function, identifying opportunities to strengthen controls, streamline processes, and improve efficiency., • Partner with the CAO and finance leadership on automation and finance transformation initiatives, helping scale systems and processes to support growth. Regulatory & Standards Leadership • Monitor and assess the impact of emerging accounting and reporting standards issued by the SEC, FASB, PCAOB, and other regulatory bodies., • Act as a trusted advisor to the CAO and finance leadership on technical accounting matters, regulatory developments, and best practices. Qualifications & Experience • Bachelor’s degree in Accounting or Finance; CPA required., • 12+ years of progressive accounting experience, including senior‑level controllership responsibility., • Deep knowledge of US GAAP, consolidation, and complex accounting matters; public company experience strongly preferred., • Proven leadership experience managing and developing high‑performing accounting teams., • Experience supporting M&A, purchase accounting, and integrations., • Strong systems aptitude and experience driving process improvement and automation., • Ability to operate with confidence at the executive level while remaining hands‑on when needed. Why Join Us • Play a critical leadership role at a scale, complexity, and growth stage that rewards impact., • Partner closely with senior finance leadership and influence enterprise‑level decisions., • Help shape the future state of a modern, scalable controllership organization.

A well known client of ours is looking for a Development Accountant to join their team. The ideal candidate has 1-4 years of construction accounting experience. Please apply if this role interests you, the client is moving quickly!! Responsibilities: • Monthly financial reports for development companies internally and to external partners, • Performs special analytical and accounting studies as assigned, • Performs other duties as assigned, • Assists in the proper coding of invoices to ensure expenditures are reflected in the correct general ledger accounts, • Assists in the proper coding of invoices, including analysis and reconciliation to ensure expenditures are reflected in the correct general ledger accounts, • Tracks costs against Investment Committee approved budgets, • Reconciles costs on Development Project Cost System to general ledger, • Reconciles intercompany balances and transactions, • Prepares monthly bank reconciliations. Works with Transaction Services to clear all reconciling items on a timely basis

LHH is supporting a wonderful client in the media space who is seeking an Interim Controller to join their team on a 3-month+ contract basis. This opportunity will be on a hybrid basis in Manhattan, NY. Prior media industry experience is a plus. Responsibilities: • Lead month end close processes and be hands on with all close activities, • Manage cash flow modeling, • Manage intercompany reconciliations, • Contribute to process improvement, • Ad hoc reporting, • Assist with audit prep, • Strong experience with mentoring and developing employees Qualifications: • Bachelor's degree in Accounting/Finance required; CPA is a plus, • Prior media industry experience is a plus, • 8+ years of experience preferred, • Strong MS Excel skills, including pivot tables and v-lookups, • Excellent interpersonal and communication skills Compensation: $60/hr - $85/hr, depending on experience. Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Job Title: US Analyst, CLF FSG Department: Corporate and Leveraged Finance– Fund Solutions Group North America Crédit Agricole Corporate and Investment Bank (“CACIB”) is the corporateand investment bankingarm of the Crédit Agricole Group. Based in New York, CACIB’s Corporate and Leveraged Finance Group (“CLF”) is a global businessencompassing expertise in Financing Solutions for Funds, Corporate Debt Origination, Acquisition Finance & Advisory, Leveraged Finance and TMT Finance. Fund Solutions Group for North America (FSG NA) is dedicated to provide Asset Managers and Financial Sponsors with integrated and tailored financing solutions, covering all funds financing needs including, but not limited to: sublines, equity bridges, Hybrid / NAV, bridge to bridge facilities, management company facilities. FSG NA is seeking a recent university graduatethat has relevant education and financial industry experience. The team provides a full array of financing solutions for sponsors and asset manager clients, as well as for selected limited partners. The team originates, structures and executes a wide range of products, in various investments sectors (or assets classes). This person will provide support to both junior and senior bankers, by portfolio management (ongoing daily tasks including internal reporting, note taking, tracking of emails, etc. ), assisting in financial and credit analysis, including the review and analysis of fund documents, conducting market research, and providing general support across various projects and working streams. The role offers an opportunity to become an integral part of Credit Agricole’s CLF FSG franchise and assist in all aspects of deal execution. The ideal candidate will demonstrate strong work ethic and initiative, open-mindedness and a knack to learn, excellent analytical and communication skills, superior organizational ability, and the capacity to work under pressure with tight timelines. An understanding of banking and capital markets is a necessity. The position offers exposure across various groups/platforms across the bank and the opportunity to participate in interesting and innovative financing solutions along the private capital structure, executed from beginning to end. US Analyst Program Overview: The U.S. Analyst program offers an opportunity for recent college graduates interested in finance and investment banking to actively participate in this fast-pacedand challenging industry.We provide our U.S. Analysts with the tools necessary for professional growthand career advancement. The U.S. Analyst experience fosters the opportunity to connect with people who can help guide your career. The U.S. Analyst positionwill be availablefor a maximum of 2 years. The goal of the U.S. Analyst program is to develop the ideal candidate for consideration to a potential permanent position at the end of the two years. Job Overview: Assist FSG NA team members and management in the day-to-day tasks and responsibilities of the department, with a focus on origination, structure and execution and portfolio management. The ideal candidate should have great organizational skills to be able to manage multiple deals and working streams in order to meet tight deadlines. Responsibilities: • Portfolio monitoring includes the following but not limited to:, • Keep ongoing pipeline tracking of all current live deals and upcoming deals (including work streams, next steps), • Management of various reports and spreadsheets with internal tracking items (profitability and risk metrics) on a daily, weekly and monthly basis, • Maintenance of internal databases as well as all the monitoring and reporting tools of the entire portfolio of transactions, • Assist in the preparation of Internal reporting requirements to both local and head officeteams as well as senior management, • Deal lifecycle tasks include the following but not limited to:, • Assist in preparation of client / external / internal presentation materials including pitch books, lender’s presentation materials, term sheets, • Prepare financial analysis on funds and funds vehicles, • Assist in the preparation of transaction memorandums, credit analysis and creditrequests, • Craft clear and succinctwritten analysis of fund performance, industry market trends and related commentary, • Review of legal documentation and preparation of closing memos, • Work with other team members, credit, legal, relationship managers, operations and senior management to ensure the timely and accurate information gathering and analysis Qualifications: Minimum • Candidate is eligible to work in the US, • Candidate does not require Visa Sponsorship now or in the future (including F1, OPT, CPT), • Recent collegegraduate in Business/Economics/Finance/Accounting or related field with excellent educational record Preferred • Strong communication, interpersonal and collaborative teamworkskills, • Ability to work under pressure with different priorities and tight project deadlines, • Team orientation, strong attitude, motivation and continued eagerness, • Reliability, attentionto detail and quality outputs,ability to work against deadlines in a demanding environment are of the utmost importance, • Fluent proficiency in English, • Expert proficiency and strong computer skillsin the use of all Microsoft suite products (including but not limited to. Excel (including data formatting, data analysis, tables and charts, data validation, advanced formulas and function creation, macro creation), PowerPoint, Word, Outlook) as these tools will be utilized on a daily basis, • Proficiency in use of Bloomberg, • Advanced financial analysis capabilities, • Strong familiarity with accounting, banking and capitalmarkets concepts