The Bonadio Group jobs in Amherst, NY - 34593 jobs
Tax Principal - International Tax
Bonadio & Company LLP 4.1
Bonadio & Company LLP job in Buffalo, NY
We are currently seeking an experienced International Tax professional at the Principal or Partner level due to dramatic growth of our tax team at The Bonadio Group. As a part of our talented team of tax accountants, you will be leading and contributing to the overall successful completion of tax engagements.
At The Bonadio Group we pride ourselves on developing quality-focused tax professionals who have the opportunity to continually learn, develop, and grow into well-rounded trusted advisors. You will have the opportunity to build strong professional relationships with clients, work in diverse client-service environments, effectively communicate and assist our clients in developing strategies to best service their business needs. We reward hard work through competitive salaries, lucrative bonuses, generous benefits, and professional growth opportunities.
Responsibilities
* The principal will be responsible for further developing the firm's U.S. international tax capabilities through relationship management, planning, consulting, and compliance services
* Ability to identify and research complex tax issues for businesses and individuals, develop resolutions, and prepare written conclusions
* Teams with partners, senior managers, and others on proposals and business development calls to coordinate issues (planning and exposures) with recurring engagement teams after transaction
* Help clients assess their international tax burden by recommending solutions that support their overall business objectives and provide support so that their filing positions are consistent with accepted business practices and with applicable tax laws and rules
* Initiate leadership of the international tax function of the firm's tax due diligence practice and identify and follow-up on tax planning opportunities
* Identify and lead practice development/networking activities to help continue to build the practice
* Manage, develop, train, and mentor staff
* Maintain and expand knowledge base in the area of international tax
REQUIRED
* A minimum of a bachelor's degree in accounting
* Current CPA or equivalent
* A minimum of 12 years of tax experience with U.S. international tax compliance and planning as it relates to businesses
* Experience with both inbound and outbound international tax issues, including foreign information reporting (preparing Forms 5471, 5472, 8865, 8858, and related forms), foreign tax credit calculations and reporting, subpart F and GILTI calculations and reporting, Chapter 3 & Chapter 4 withholding and reporting, and cross-border business structuring
* Proven leadership skills
* Experience in corporate accounting
* Excellent organizational, verbal, and written communication skills
PREFERRED
* Experience with transfer pricing
The salary range for this position is between $100,000 and $150,000 commensurate with experience
Hours of Operation
* Our office hours are from 8:00 a.m. until 5:00 p.m.
* Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday
* We pride ourselves on our flexibility; however there will be times when additional hours may be needed
At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession.
In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did!
The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team.
EOE/AA Disability/Veteran
$100k-150k yearly Auto-Apply 60d+ ago
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Dental Hygienist
First Continental Life 4.1
Sugar Land, TX job
Looking for a Travel Dental Hygienist to Travel to Nursing Home Facilities In Austin TX!
1700 Onion Creek Pkwy
Austin, TX 78748
6801 E. Riverside Drive
Austin, TX 78741
11020 Dessau Road
Austin, TX 78754
3200 W. Slaughter Lane
Austin, TX 78748
Dental Hygienist - Mobile/On-Site Care for Nursing Home Facilities
Location: Austin, Texas (Travel Required) Job Type: Part-Time | Per Diem
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About OraQuest Dental
OraQuest Dental is a trusted team of mobile dental professionals providing on-site dentistry to residents in long-term care facilities across Texas. ---
Position Overview
We are seeking a Part-Time Registered Dental Hygienist to provide routine hygiene care and preventive services for residents through our specialized OraQuest Dental Senior Care Program. All portable equipment and supplies are provided and maintained by FCL Dental. You'll have the support of our trained office staff and collaborate closely with the Dentist and Registered Dental Assistant assigned to your area to ensure excellent patient care and smooth operations.
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What You'll Do
Provide routine and preventive dental hygiene services for residents, including:
· Dental cleanings and scaling
· Periodontal assessments and maintenance
· Oral health screenings and preventive care education and in-service for staff and residents
· Confirm facility appointments at least one week in advance and coordinate visit logistics
· Ensure proper setup, sterilization, and maintenance of portable hygiene equipment
· Documentation of findings and patient progress
o Identify and communicate oral health changes or concerns to the supervising Dentist
o Collaborate with the Dentist and Assistant to coordinate treatment needs and follow-up care
o Maintain accurate and detailed clinical notes in the online record system
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Schedule & Travel
· Typically 3-4 days per month to start, with opportunities to increase as the program expands
· Travel required to assigned facilities across Texas
· Some longer days may occur based on travel distance and resident schedules
· Mileage reimbursed at the current IRS rate
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Requirements
· Dental Hygiene degree from an accredited dental program
· Active Texas Dental Hygiene License (Required)
· Bilingual preferred
· Experience with geriatric dentistry preferred
· Experience with mobile dentistry preferred
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$30k-50k yearly est. Auto-Apply 2d ago
Assistant Store Manager (Bilingual)
Community Choice Financial Family of Brands 4.4
Houston, TX job
Your Opportunity:
Assistant Store Manager (Bilingual) Titlemax Houston, TX
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's performance-driven, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $15.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'd thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$15 hourly Auto-Apply 1d ago
Manager, Fund Financial & Tax Reporting
Fidelity Investments 4.6
Westlake, TX job
The Role
The Tax Manager is primarily responsible for providing tax support and oversight for Fidelity's alternative investment products, including U.S Partnerships funds, U.S. REITs and U.S grantor trusts, and Canadian Mutual Fund Trusts. The manager is responsible for:
Analyzing the Funds books and records to provide accurate and timely U.S. investor tax information reporting (k-1s, estimates, 1042-s etc.), Canadian fund distributions, tax returns and Canadian shareholder reporting and to ensure compliance with various Tax Agencies.
Reviewing information provided to third party service providers, tax work papers, tax returns (U.S. form 1065/K-1/K-3, 1120, 1120-F and state returns, and Canadian form T3 etc.), and other monthly, quarterly, and ad-hoc tasks.
The Expertise and Skills You Bring
Bachelor's degree or equivalent experience in Finance or Accounting
3+ years proven experience in investment management tax operations, or related tax specialty strongly preferred
Familiarity with tax research techniques
Broad knowledge of accounting and tax principles
Ability to embrace and adapt to a constantly evolving regulatory and technology environment
Ability to work in a collaborative environment
Comfortable in a fast paced, deadline-oriented environment
Interpersonal and time management skills
Flexibility to work overtime (as needed) to fulfill the job requirements
Tax experience with Real Estate Investment Trust, private credit funds, Private Equity fund of funds, Regulated Investment Company and/or Canadian mutual fund a plus
Experience with accounting platforms InvestOne, Geneva, and Yardi a plus
The Team
The Tax Manager role is part of the Tax Operations team within the Fidelity Fund Investment Operations business unit. The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury.
#Fidelityalts
#FFIOALTS
Certifications:Category:Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$74k-94k yearly est. 2d ago
Executive Assistant for CEO Team
Q Investments 4.1
Fort Worth, TX job
The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must.
Base plus bonus (with full benefits) competitive with market and depending on experience.
Responsibilities will include:
Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions
Extensive experience scheduling & managing private air travel
Managing vendors and serving as a liaison
Researching and developing new ideas and projects
Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well.
The successful candidate will:
5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise
Be incredibly organized and detail oriented
About The Q Family Office
Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
$87k-125k yearly est. 2d ago
Digitalization Expert: Enterprise Automation & Data
Caterpillar Financial Services Corporation 4.5
Irving, TX job
A leading financial services company is seeking a Digitalization Expert to support enterprise-wide digitalization initiatives. Responsibilities include leading system deployment, improving transactional processes through RPA, and advanced statistical modeling. Must be proficient in high-level coding languages like C++ and Python, with strong strategic and organizational skills. The role involves in-office work five days a week and offers opportunities for creating significant operational efficiencies across the company.
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$126k-190k yearly est. 3d ago
Open Banking Analytics Leader
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial services firm is seeking an Analytics Director to drive data and analytics strategy within its Open Banking Analytics Team. This role involves overseeing analytics solutions that deliver business value, establishing best practices, and managing a high-performing team. The ideal candidate will have over 10 years of experience in advanced analytics and strong leadership skills, as well as proficiency in analytics tools and technologies.
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$98k-141k yearly est. 1d ago
Senior Associate, Tech Transformation & Program Execution
Jpmorgan Chase & Co 4.8
Wilmington, DE job
A leading financial services firm is seeking a Senior Associate to support technology transformation initiatives. You will collaborate with various stakeholders to deliver insights, maintain governance frameworks, and ensure effective program execution. The ideal candidate will have over 5 years of relevant experience and a strong background in analytics and project management. This role offers a chance to drive significant technological advancements within the organization.
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$82k-105k yearly est. 2d ago
Staff Accountant- Brooklyn Heights, OH
Generis Tek Inc. 4.0
Independence, OH job
Please Contact: To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Nikhil Sai at email address ************************* can be reached on # **************.
We have Contract role Staff Accountant for our client at Brooklyn Heights, OH. Please let me know if you or any of your friends would be interested in this position.
Position Details:
Staff Accountant- Brooklyn Heights, OH 44131(Hybrid-Remote)
Location : Brooklyn Heights, OH 44131(Hybrid-Remote)
Project Duration : 13 weeks
Shift : Monday through Friday 8:30am-5:00pm (standard business hours)
Position Summary
Reconciliations; month end close; journal entries to include prepaids and utilities; analysis of financial statements; cash reconciliation.
Mandatory Qualifications:
Accounting experience 3+ years (Ledger); Intermediate Excel skills; Data analysis.
Preferred Qualifications:
Healthcare experience; Infor; Lawson; ERP
Environment:
General office conditions.
To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Nikhil Sai at email address ************************* can be reached on # **************.
$44k-57k yearly est. 2d ago
Senior Private Tax Strategy Leader
Price Waterhouse Coopers 4.5
Melville, NY job
A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered.
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$112k-151k yearly est. 1d ago
Financial Partner/Universal Associate
Heritage Financial Credit Union 4.4
Wappingers Falls, NY job
Join a Purpose-Driven Team at Heritage Financial Credit Union
Where Integrity, Excellence, Teamwork, and Community Matter!
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.
We believe in:
Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
Excellence: We strive to provide our members with the best possible service.
Teamwork: We believe that we can achieve more together than we can alone.
Respect: We treat each other with dignity and respect.
Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
Rate of Pay: $20 - $23 per hour depending on experience
POSITION PURPOSE
As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.
Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager
Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures
Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations
Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union
Engage in conversations with business members about available commercial loan products and their structures
Identify lending opportunities through discussions with business members while opening accounts.
Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach.
Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services.
Recommend improvements to workflows, efficiency, and quality of service.
Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources
Submit thorough referrals to the Commercial Loan Department
Understand the documentation required for initiating a commercial loan application
Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources
Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality
Meet or exceed established performance goals
Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services.
Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures
Performing account and loan intake and funding
Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads
Effectively perform Lobby Engagement and First Impression Opening daily
Ability to open and close the branch as assigned by branch management
Requirements:
EDUCATION/CERTIFICATION:
High School Diploma or equivalent required; Bachelor's degree preferred.
NMLS License required. A Notary License is required or must be obtained within 9 months of hire.
REQUIRED KNOWLEDGE:
Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance
EXPERIENCE REQUIRED:
4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.
SKILLS/ABILITIES:
Critical thinker with the ability to creatively solve problems and develop business plans.
Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers.
Effective communication with team members and peers to foster a supportive and collaborative network.
Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members.
Needs-based selling with exception product knowledge.
Microsoft Office Software.
$20-23 hourly 4d ago
Commercial Relationship and Servicing Supervisor
Countryplace Mortgage 3.6
Plano, TX job
ABOUT THE ROLE
CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. Based in our Plano, TX headquarters, this role is instrumental in driving strategic account management, leading process development and operational improvement, and developing team capabilities. The Commercial Relationship & Servicing Supervisor serves as a subject matter expert and requires a high degree of independence, strategic thinking, and cross-functional collaboration, with regular engagement across credit underwriting, Regional Sales Managers, Retailers, manufacturing partners, auditors, and vendors.
This position combines high-level commercial account servicing responsibilities with strategic business relationship functions. You will play a key role in managing complex dealer accounts, designing scalable processes, and cultivating new relationships to expand our lending footprint. The ideal candidate is a seasoned professional who thrives in a fast-paced environment, brings a consultative approach to client engagement, and demonstrates strong strategic thinking and leadership capabilities.
ESSENTIAL DUTIES & RESPONSIBILITIES
Strategically engage with factories and dealers to manage high-value commitments
Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalability
Identify operational gaps and lead resolution efforts through process redesign and documentation
Develop and maintain SOPs, training guides, and workflow documentation
Monitor KPIs and operational metrics, presenting insights and recommendations to leadership
Lead cross-functional initiatives to align commercial lending operations with broader business goals
Champion system enhancements and automation opportunities, including Solifi optimization
Support internal audits and compliance reviews, ensuring adherence to regulatory and company standards
Serve as a liaison between account management and underwriting to ensure process alignment
Oversee and approve complex invoice and MCO transactions with minimal oversight
Analyze credit line utilization trends and advise on optimization strategies
Lead reconciliation of monthly billing statements and ensure financial accuracy
Facilitate payment processing and troubleshoot exceptions
Coordinate third-party inventory inspections and lead resolution of audit discrepancies
Perform payoff workflows, ensuring compliance and timely document delivery
Lead onboarding for new dealers, delivering expert-level training and support
Review and authorize pending orders, applying advanced credit and curtailment analysis
Ensure accurate and timely data entry into Solifi for approved orders
Provide strategic payoff guidance to dealers and third-party lenders
Perform document distribution upon loan payoff
Implement delinquency management strategies and lead recovery efforts
Partner with underwriting to assess and recommend credit line adjustments
Manage Help Scout communications and ensure timely resolution of escalated issues
Foster long-term dealer and supplier relationships, acting as a strategic consultant
Audit inspection reports and lead resolution of complex unit discrepancies
Lead financial documentation collection for annual reviews, ensuring compliance and completeness
Draft and execute formal collection communications, supporting legal and credit recovery efforts
Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excellence
Mentor peers and junior Account Managers on best practices and process adherence
Communicate and present operational insights, performance trends, and strategic initiatives to the Director of Floorplan and Commercial Finance and other departmental leaders, contributing to broader business planning and decision-making
Collaborate with the CPM Business Relationship Managers and CPM Retail Sales team to process and route for approval dealer eligibility for retail financing programs
POSITION REQUIREMENTS, CAPABILITIES & SKILLS
Strategic, self-directed, and highly accountable
Excellent interpersonal skills and ability to build rapport across diverse teams and clients
Proven ability to design and manage complex operational processes
Exceptional interpersonal and leadership skills
Mastery of written, verbal, and presentation communication
Bilingual proficiency preferred
Expert-level proficiency in Solifi preferred
Proven ability to manage high-risk accounts and complex collections
Consultative approach to client service, balancing business goals with relationship management
Comfortable presenting to senior leadership, with the ability to translate operational data into actionable insights
MINIMUM QUALIFICATIONS
Bachelor's degree required, in Finance, Accounting, or Business
3+ years of commercial loan servicing in manufactured housing, auto, RV, or marine
OR
5+ years of commercial loan servicing in finance or banking
Advanced spelling and grammar skills
Working knowledge on applicable computer software systems to include Microsoft Office and internal software
WE OFFER
Competitive Salary
Medical/Dental/Vision Insurance
Paid Holidays
401K Match
Generous PTO
FSA/HSA Plans
Life /Disability/Accidental Insurance and much more!
A leading financial institution in New York is seeking an experienced Private Client Banker to manage client banking relationships. You will provide exceptional service, educate clients on digital banking solutions, and actively engage in acquiring new clients. A high school degree is required plus experience in financial services sales. This role expects a strong relationship-oriented approach and excellent communication skills, offering a dynamic work environment with development opportunities.
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$114k-147k yearly est. 3d ago
Technical Account Manager (Western USA)
Ajax Systems Inc. 3.6
Portland, TX job
Ajax Systems is an international technological company and Europe's largest security system manufacturer. In addition, the company offers solutions for video surveillance, smart homes, fire detection, and flood prevention. The product portfolio includes 180 wireless and wired devices for security and automation. Today, Ajax protects over 3.5 million users in 187 countries worldwide. The company employs 4,100 specialists.
We develop local teams because we understand local experts best comprehend market specifics. The company has sales representatives worldwide, including Italy, Spain, Germany, France, the United Kingdom, the USA, Australia, South Africa and other regions. The Global Business Development team is like-minded people who share the ambitious goals of Ajax Systems.
The company emerged against the backdrop of revolution and war. That's why resilience is the cornerstone of the brand's DNA, and the fight against evil by creating the best security and automation devices is Ajax's unwavering mission.
Ajax Systems is a Ukrainian success story, a place of incredible strength and energy.
Qualifications
Minimum of 5 years' professional experience in alarm systems, video surveillance, security, IT, telecommunications, or related industries.
Strong working knowledge of CCTV systems, access control technologies and fire alarm systems.
Proven hands‑on experience in designing and installing video surveillance, fire alarm, or other security systems.
Experience delivering offline and online technical training to technical audiences.
Excellent presentation, communication, and interpersonal skills.
Flexible and willing to travel for business trips, trade shows, and other professional events.
Self‑motivated and independent, with an outgoing personality and a proactive approach to work.
NICET and ESA certifications are an asset to the role
Responsibilities
Conduct technical seminars, exhibitions, presentations, and webinars on Ajax products for both customers and company employees.
Present product roadmaps and new feature updates to Ajax Systems distributors and dealers.
Proactively manage and schedule open classes, private classes and on‑demand requests for training and support for Ajax products and technologies.
Promote and demonstrate product solutions tailored to customer requirements; provide technical consultations and support to key clients.
Perform market research and competitive product analysis to identify strengths, opportunities, and areas for improvement.
Build and maintain long‑term relationships with key company partners.
Test product features and prepare technical documentation for new products and solutions, collaborating closely with cross‑functional teams.
Support the sales team by following up on leads through the company's CRM portal.
Analyze customer needs in partnership with the sales department to identify optimal product solutions.
Actively participate in the beta testing of new products and services providing expert feedback to product management to refine solutions.
We offer
Competitive compensation that includes a base salary and performance‑based bonuses
Car allowance, petrol and all business costs covered by the company
Health & Life insurance
401(k)
Growth Opportunities
Impactful work
Innovative Environment
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$76k-108k yearly est. 3d ago
Ecommerce Specialist
Tally Taylor Inc. 4.3
New Hyde Park, NY job
Who we are:
Tally Taylor is a women's apparel brand focused on timeless, elevated pieces designed with intention, quality, and versatility in mind. Alongside Tally Taylor, we also operate For Her NYC, a contemporary women's fashion brand offering trend-forward styles across a wide range of sizes. Together, our brands blend classic design with modern fashion, serving women who value both style and functionality.
We are a growing, founder-led business where collaboration, creativity, and attention to detail matter. Our team is hands-on, fast-moving, and deeply involved in every aspect of the brand - from product development to customer experience. We primarily sell through our websites and are actively focused on improving our digital presence, streamlining operations, and driving growth.
Tally Taylor website:************************
For Her NYC website: *************************
What are we looking for:
We are seeking a full-time, on-site E-Commerce Specialist to support the daily management, production, and optimization of our online stores for both Tally Taylor and For Her NYC. This role is on-site only and based in New Hyde Park, NY.
This position is ideal for someone who enjoys working across multiple brands, has a strong eye for detail, and is comfortable balancing creative execution with data-driven thinking. You will work closely with the founder and internal team to ensure our websites are visually compelling, easy to navigate, and optimized for sales and customer experience.
Essential Duties and Responsibilities:
Execute daily website updates, including homepage content, banners, collections, promotional messaging, and product organization
Upload and merchandise new products, ensuring imagery, descriptions, pricing, tags, and sizing information are accurate and on-brand
Maintain website navigation, collections, and taxonomy to improve product visibility and user experience
Ensure seasonal promotions, launches, and featured collections are accurately reflected across both sites
Assist in creating and updating landing pages for collections, campaigns, and brand storytelling
Perform light visual production tasks such as resizing images and making basic edits to support web presentation
Monitor website performance, sales trends, and basic KPIs using analytics tools to identify opportunities for improvement
Ensure product pages and site content follow SEO best practices
Assist with email marketing production, including building campaigns and updating automated flows (welcome series, abandoned cart, post-purchase, etc.)
Track and report basic email and website performance metrics
Partner with customer service to ensure consistency in brand voice and customer experience
Communicate progress and updates during regular team check-ins
Job Requirements:
1-2 years of experience in e-commerce, digital marketing, or website content management
Experience working with e-commerce platforms such as Shopify (or similar)
Familiarity with email marketing platforms such as Klaviyo (or similar)
Comfortable using tools like Canva for basic design and visual updates
Strong attention to detail with an interest in branding, merchandising, and online presentation
Organized, proactive, and able to manage multiple tasks in a fast-paced environment
Strong written and verbal communication skills
High school diploma required
Knowledge, Skills, and Abilities:
Understanding of e-commerce best practices and digital merchandising
Familiarity with SEO fundamentals and online marketing concepts
Ability to interpret website and sales data to support business decisions
Strong organizational and time-management skills
Ability to collaborate with a small team and contribute positively to a growing brand
Interest in fashion, retail, and the customer journey
Pay: $18.00 - $45.00 per hour , based off experience
$18-45 hourly 4d ago
Construction & Commissioning Scheduler
Blackrock Resources LLC 4.4
New Albany, OH job
You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please.
Schedule: Full-time | On-site presence required
Industry: Industrial/Power/Data Center Construction
We're looking for an experienced Construction & Commissioning Scheduler to support large-scale, complex projects from the ground up. This is a hands-on, on-site role where you'll collaborate with project management, engineering, and field teams to develop and maintain detailed schedules that drive successful project delivery.
What You'll Do:
Build and manage comprehensive Primavera P6 schedules across engineering, procurement, construction, and commissioning phases.
Partner with project managers, superintendents, and subcontractors to keep timelines accurate and achievable.
Track progress, analyze variances, and recommend adjustments to keep projects on target.
Generate look-ahead schedules, performance reports, and updates for leadership and client reviews.
Support forecasting, resource loading, and earned value analysis to ensure clear visibility into project health.
Align construction and commissioning activities for smooth transitions and seamless project closeouts.
What You Bring:
Bachelor's degree in Engineering, Construction Management, or a related field (or equivalent experience).
5+ years of experience scheduling large-scale industrial, data center, or power generation projects.
Strong command of Primavera P6.
Proven track record supporting both construction and commissioning phases.
Excellent communication, organizational, and analytical skills.
Ability to work on-site in New Albany, Ohio.
Preferred Experience:
EPC or large-scale construction background.
Knowledge of commissioning processes and turnover documentation.
Familiarity with cost control, earned value management, and integration with project systems like Excel, Power BI, or CMMS tools.
If you thrive in a fast-paced, collaborative environment and enjoy bringing structure to complex projects, this could be the perfect next step for you.
$65k-91k yearly est. 1d ago
Product Director, Cards
Crypto.com 3.3
Dallas, TX job
As a Card Product Manager, you will be responsible for the end-to-end management of Crypto.com card products. You will work closely with cross-functional teams including marketing, finance, risk management, and technology to ensure the success of card products and drive revenue growth.
$150,000 - $250,000 a year
Responsibilities
Identify the most appropriate way to launch in a new country and manage the process end-to-end which includes critical stakeholder management and understanding of local regulatory requirements
Be accountable for designing an achievable timeline and the delivery of the product into market
Manage and improve relationships with business partners/ vendors (card schemes, issuers, acquirers etc.) to work out the best solution and commercial agreements for Crypto.com
Obtain a detailed understanding of the product and help execute enhancements that aim at improving Crypto.com's market penetration, usage and profitability
Lead cross-regional and cross-functional project teams
Keep updated on current trends, competitors and developments in both the crypto and financial market
Requirements
Bachelor's degree in business, finance, marketing, or a related field.
8+ years of experience in product management, preferably in the financial services industry with a focus on card products.
Strong understanding of card payment systems, regulations, and industry trends.
Proven track record of successfully launching and managing card products that drive revenue growth.
Excellent analytical, problem-solving, and project management skills.
Effective communication and interpersonal skills, with the ability to collaborate cross-functionally and influence stakeholders at all levels.
Experience with agile product development methodologies is a plus.
Benefits
Competitive salary
Attractive annual leave entitlement including: birthday, work anniversary
401(k) plan with employer match
Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up
Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope.
Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team.
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Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.
Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.
Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.
Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.
One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet.
Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up
Aspire career alternatives through us - our internal mobility program offers employees a new scope.
About Crypto.com
Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem.
Learn more at *******************
Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team.
Personal data provided by applicants will be used for recruitment purposes only.
Please note that only shortlisted candidates will be contacted.
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$150k-250k yearly 4d ago
Wealth Strategy & Private Banking Advisor
Jpmorgan Chase & Co 4.8
Dallas, TX job
A leading financial institution is seeking an experienced Private Banker in Dallas, Texas. The role demands strong client relationship management skills and expertise in wealth management. Candidates should have at least three years of experience in Private Banking or Financial Services and hold a Bachelor's Degree. The successful candidate will manage client assets, generate new business, and provide tailored financial solutions. This position requires strong communication skills and a proactive approach to meeting client needs.
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$54k-88k yearly est. 2d ago
Management Consulting - Tech Advisory Solutions Principal
Rsm Us LLP 4.4
Dallas, TX job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.We (RSM US, LLP) are looking for a growth-minded, tech-savvy, Partner/Principal for our Management Consulting - Technology Advisory Solution Practice to provide innovative digital strategy and senior advisory management consulting services to improve the overall effectiveness of our clients' digital technology environments.As a Principal, you will need to:* Demonstrate strong regulatory technical expertise coupled with outstanding financial services industry experience.* Draw upon your demonstrated technical, industry and risk advisory knowledge to become a trusted advisor to our clients.* Ability to assess and communicate regulatory, technology and risk considerations while leveraging cross functional teams to drive expertise through the talent and client experience.* Lead the development of innovative solutions and approaches to serving clients based on evolving technological tools and trends.* Build and sustain effective third-party relationships with regulatory compliance and automation technology firms, as relevant to the execution of the strategy.* Enhance Firm capability to respond to high-profile client needs as it relates to significant, complex compliance remediation and/or program transformation.* Effectively manage, motivate, and mentor multidisciplinary teams to work as a cohesive, client-centric unit in delivering high-quality solutions to sophisticated clients.* Leverage your existing network and personal brand in the marketplace to drive growth, which includes identifying and securing new opportunities.* Oversee a diverse book of business, maintaining overall responsibility for the profitability, effective delivery, and engagement risk of all client-related work within the portfolio.* Responsibility for managing P&L, including driving net services and managing to margin metrics* Leading multiple high-profile client relationships simultaneously, while providing leadership on proposal opportunities and ongoing internal initiatives.* Recruit and retain future leaders of the firm.* Leverage your experience and expertise to advance the professional aspirations and skills of your colleagues.* Model the core RSM values of respect, integrity, teamwork, excellence, and stewardship in all interactions with clients and team members.**Responsibilities*** Discover and deliver digital management consulting opportunities for clients looking to optimize their performance.* Work with new prospects and existing clients to identify the optimal digital strategy for them with supporting roadmap of activities that will enable clients to achieve their growth goals.* Help grow the Tech Advisory sales through business development, relationship development, and industry and market aligned growth activities.* Support, mentor, and grow an existing team of Tech Advisory professionals to continue and accelerate our ongoing growth trajectory.* Be well-versed in existing and emerging technology paradigms such as Digital Strategy and Transformation, AI, Analytics, IT Target Operating Models, Automation, ERP, Cloud, Enterprise Architecture, ITSM etc.* Lead all client delivery activities and discovery sessions that include requirements gathering and desired workflows with clients to understand and document their business needs (i.e. budget forecasting, financial reporting, and consolidation)* Serve as a liaison between stakeholders and users* Define business requirements for a number of different types of technology engagements* Interact and communicate effectively with managers and middle management executives* Assist the project teams through agreed upon phases on a variety of projects which could include best practices, process re-engineering, finance strategy and organizational development, business integration planning and execution, performance management software selection, design and implementation, ERP software selection, implementation, and optimization or operational and IT strategy assessments and due diligence* Provide analysis, development and documentation of improvement opportunities* Facilitate user workshops to gather and document business needs, requirements, weaknesses and challenges* Continuously learn to better understand RSM's array of services, with the intent to enhance value to our clients* Stay up to date on the latest process and IT advancements to automate and modernize systems and regulations* Effectively document and communicate your insights and plans to cross-functional team members and management* Evaluate business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions* Prioritize initiatives based on business needs and requirements* Provide leadership, training, coaching, and guidance to junior staff* Gather critical information from meetings with various stakeholders and produce useful reports* Provide thought leadership through presentations or writing such as blogs or RSM content either individually or jointly with other RSM team members* Network internally and externally to develop sales opportunities* Establish yourself as a trusted advisor to clients, while managing their expectations* Manage multiple projects and project teams to deliver exceptional client experience**Qualifications*** A minimum of 12-15 years of previous experience delivering Digital Strategies, IT Transformations. information technology integration, outsourcing, and/or management consulting services* Experience selling and delivering IT consulting services/solutions of which encompassed digital strategy, people, and process, technology and infrastructure components* Experience with ERP, CRM, financial reporting, portal, accounting systems* Industry experience in one or more of our key industries - Industrials, Life Sciences, Consumer Products, Financial Services and/or Public Sector.* Strong oral and written communication skills, including high-impact client-facing communications* Critical thinking and creative problem-solving skills, as well as the ability to apply theoretical concepts and best practices to solve business problems* Solid understanding of IT application lifecycle, IT general controls and methods* Experience with project management, business process re-engineering, business intelligence software design and implementation, ERP implementation, or merger/integrations* Experience building and maintaining client relationships and sales* Basic understanding of Data Privacy regulations* Familiarity with methodologies, tools, and approaches to support the practice* Experience with various software solutions including Microsoft Project, Visio, PowerPoint and Word* Bachelor's degree in Information Technology, Management Information Systems, Computer Science or related field and/or a technology focused MBA* Ability and willingness to travel up to 50% locally and nationally At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national
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$59k-94k yearly est. 1d ago
Controller, Outsource Accounting and Finance
Bonadio & Company LLP 4.1
Bonadio & Company LLP job in Buffalo, NY
The Bonadio Group is seeking a Controller to work with the Outsource Accounting and Finance team. This position provides delivery of accounting and bookkeeping services for multiple clients in a variety of industries. If you are working in public accounting or in industry and want to see more exciting projects with a mix of clients, diversity of work, with a flexible schedule, then this job may be right for you!
Responsibilities
Performing accounting services for clients inclusive of:
Preparation of complex Key Performance Indicators (KPIs) and other management reports
Assist with establishing and maintaining standardize accounting procedures and processes
Produce all relevant financial statement reports on monthly and annual basis
Perform general accounting duties as needed, such as accounts payable functions, account reconciliations and work paper preparation
Assist with onboarding new clients
Provide training for new clients and staff in the use of shared software applications
Prior accounting experience and ability to apply that experience to a wide range of client situations
Ability to motivate and manage staff in a pay-for-performance environment
Ability to meet tight deadlines/time management
Ability to manage unexpected and sometimes urgent firm or client matters as they arise
Expertise using a range of technology solutions (software, peripherals, etc.)
Project management skills
Achieve consistent and outstanding client satisfaction
Qualifications
Required:
A minimum bachelor's degree in accounting or related discipline
A minimum of four years of related experience
Team leadership experience
The salary range for this role is $80,000 to $95,000 per year.
Hours of Operation:
Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday
Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday and from 8:00 a.m. until 12:00 p.m on Friday
We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times
At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession.
In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did!
The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team.
All communications from The Bonadio Group regarding recruitment and hiring will come from an
@bonadio.com
email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at ************** or
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EOE/AA Disability/Veteran