Finance Controller jobs at The Bonadio Group - 984 jobs

A leading financial consulting firm is looking for an experienced CFO to guide business owners in selling and buying privately held companies. The ideal candidate has at least 5 years in a CFO role and a proven track record in increasing cash flow and acquiring clients. This is a unique opportunity for financial professionals to build a thriving consulting practice while working remotely. The role offers a chance to significantly impact clients' businesses and control one's own career path. #J-18808-Ljbffr

To provide data-led expert oversight and check and challenge on business and compliance matters to evidence that the organisation is operating in a compliance with Barclays legal, regulatory and ethical responsibilities. Accountabilities. Identificat Business, Compliance, Financial, Operations, Accounting, Banking

Seeking An Experienced CFO Areyou a driven and entrepreneurial CFO with experience in helpingbusiness owners improve their business? Would you like to guide businessowners in selling or buying privately held companies? Would you like tobe rewarded for your skill and experience? Are you seeking a uniqueopportunity to control your career while building a thriving consultingpractice? B2B CFO offers a dynamic platform for seasoned financialprofessionals like you to excel in strategic business advisory andsell/buy services for privately held companies. Why Choose B2B CFO & B2B EXIT ? Asa Partner with B2B CFO & B2B EXIT , you'll tap into the potentialof our well-recognized brand and esteemed reputation to create your ownthriving consulting practice. Within this role, you'll provide a diverserange of strategic business advisory services, enabling business ownersto increase cash flow, secure bank loans, ensure sustainedprofitability, and strategically prepare their businesses for a futuresale. To delve deeper into our extensive offerings, visit ************** and explore our specialized services at **************** Ideal Candidate Profile Experienced CFO with success in increasing company cash Experience in being involved in the buying/selling of companies Desires to learn one of the most important skills in the USA - finding great paying clients Desire to learn how to have multiple clients Passion to be in control of their future Requirements Minimumof 5 years as a CFO (or equivalent, such as financial vice president/VPof finance) in privately held companies within the USA At least 15 years of professional experience since college graduation Bonus Has a series Series 7 and/or 79 license Please Note Thisis NOT a W-2 CFO position; we are seeking candidates to join our firmas Partners, working from anywhere in the USA within your local market This is NOT a franchise opportunity Byconfidentially submitting your resume, you grant B2B CFO & B2BEXIT permission to contact you via email and phone about our CFOopportunities. We are an equal opportunity employer and value diversityat our company. We do not discriminate on the basis of race, religion,color, national origin, gender, sexual orientation, age, marital status,veteran status, or disability status. #J-18808-Ljbffr

Join us to lead high-visibility initiatives, build influential partnerships, and help set the standard for innovation and best practices in financial reporting. JPMorgan Chase's CIB Wholesale Lending FERC team is looking for a skilled Vice President to join our Transformation Team, offering the opportunity to lead change initiatives and influence key partnerships. As a Vice President on our Wholesale Lending FERC Transformation Team, you'll have the unique opportunity to drive strategic change, elevate data integrity, and make a lasting impact across the organization. The role focuses on solution design/development with the goal of improving data quality to meet Regulatory Reporting requirements. The roadmap to achieve this is often through implementation of control enhancements, technology solutions, and an optimized operating model, as well as a view towards long-term sustainability, which includes delivering training for cross-organization adoption. You will engage with multiple leaders across Risk, Operations, Technology and Accounting/Legal Policy in this world class organization. Job Responsibilities Drive development and implementation of strategic solutions to meet regulatory and external reporting challenges related to wholesale lending. Collaborate with cross-functional teams-including technology, reporting, and business partners-to understand processes, implement strategic solutions, onboard/decommission systems, and provide analytics and support. Execute end-to-end project management,including data capture and sourcing, remediation, operating model enhancements, training, and developing reporting logic requirements. Perform data analysis and research to influence business decisions, triage issues, identify root causes, and recommend solutions to resolve data defects. Responsible for detailed documentation of requirements/requirement interpretation Prepare, document, and present findings or status updates in senior management forums, ensuring accurate SEC and regulatory reporting. Execute controls on an interim basis to ensure accurate SEC and regulatory reporting of wholesale lending data Provide system-level support to Wholesale Lending Services (WLS) to ensure operational processes and changes adhere to regulatory instructions. Required qualifications, capabilities, and skills 6+ years of experience in financial control, regulatory external reporting, or related roles within the banking or financial services industry. Advanced expertise in data management and analysis, including organizing, maintaining, and ensuring the integrity of large, complex datasets. Proficiency with data profiling and analytics tools such as Alteryx, AWS Databricks, SQL or similar query languages, and Tableau for dashboard creation. Demonstrated ability to synthesize complex data, perform root cause analysis, and formulate actionable conclusions to resolve data or process issues. Strong capability in mapping and documenting data lineage to ensure transparency, accuracy, and compliance. Ability to leverage advanced technologies, including Large Language Models (LLMs), to solve problems and enhance productivity. Excellent verbal and written communication skills, with the ability to present complex and sensitive issues to management and stakeholders in a clear and persuasive manner. Strong relationship-building and networking skills, with the ability to collaborate effectively across the firm. Exceptional organizational and project management skills, with the ability to manage multiple priorities and work under pressure while maintaining attention to detail and a strong controls mindset. Commitment to lifelong learning and continuous professional development. Self-motivated and willing to take initiative; ability to thrive in a changing work environment #J-18808-Ljbffr

Recovery and Resolution Planning (RRP) is responsible for the design, development and maintenance of the firm's recovery and resolution plans and related capabilities. The plans require development of central strategies to support timely and effective execution of various financial, legal and operational actions during periods of unprecedented stress. Development of the plans requires coordination with stakeholders across the organization, including technology, finance, treasury, operations and businesses, to ensure execution readiness. RRP sets the requirements for and reviews plan documentation to ensure that it meets regulatory guidelines and is fit for purpose to guide management and board throughout both the planning and execution phases. RRP is also responsible for identifying required capabilities necessary to support plan development and execution and for establishing the framework to support capabilities testing. Finally, RRP oversees and manages the governance process associated with plan approval and submission along with regulatory engagement for plan review and challenge. The Head of Recovery and Resolution Financial Forecasting Production, Testing and Controls will be a key leader in Citi's RRP organization. This role will provide oversight to the development and execution of Citi's RRP forecasting capabilities, coordinating with key partners across Treasury, Finance and the lines of business. This role ensures the integrity, automation, and operational performance of Citi's RRP forecasting capabilities, and will be a key member of the related governance and oversight groups for both strategic development and tactical deployment. The individual will be able to efficiently oversee forecast production across material legal entities leveraging Citi's applications, systems and controls to support reliable results. The role requires senior leadership capabilities, coordinating with senior stakeholders providing subject matter expertise in capital, liquidity and balance sheet forecasting and analysis with the ability to develop and implement assumptions consistent with Citi's recovery and resolution strategies. Key Responsibilities: Lead the design, implementation and execution of Citi's RRP forecasting capabilities, ensuring alignment with regulatory expectations and internal methodologies Oversee data sourcing, application deployment, control execution and results to ensure accuracy, completeness, and consistency in RRP reporting. Develop and enhance automated data workflows, leveraging data visualization and analytics tools such as Tableau, Power BI, and Python. Drive the production processes, support model and application development and validation . Partner with Technology and Finance teams to continually improve production processes and run times Oversee issue remediation activities, including interaction with internal audit and regulatory authorities Act as the internal subject matter expert on the details of forecast production processes Support RRP governance forums by providing data-driven insights, trends, and recommendations for senior leadership and regulators. Identify opportunities for continuous improvement in data workflows, ensuring adaptability to evolving regulatory requirements Qualifications 15+ years of experience in financial forecasting, liquidity and capital stress testing, data modeling, financial reporting, risk analytics, or regulatory reporting within a global financial institution. Strong technical expertise in data analytics, including experience with Tableau, Power BI, Python, etc. Understanding of U.S. regulatory reporting requirements and their data implications. Proven ability to lead cross-functional initiatives within Finance, Risk, or Treasury functions. Excellent communication and presentation skills, with the ability to convey complex data insights to senior management and regulators. Strong project management skills, with experience in process improvement and automation initiatives. Advanced Microsoft Office skills, Excel, PowerPoint Education: Bachelor's or Master's degree in Finance, Data Science, Business, Economics, or a related field * ----------------------------------------------------- Job Family Group: Finance * ----------------------------------------------------- Job Family: Fin Solutions Dsgn & Implement * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: New York New York United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $250,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: Apr 18, 2025 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting

Application Deadline:01/30/2026 Address:320 S Canal Street. Job Family Group:Capital Mrkts Sales & Service. Mandate. The Director, Treasury & Payment Solutions (TPS) will lead the execution of strategic initiatives to grow TPS within the Financial In Director, Solutions, Financial, Treasury, Payment, Leadership, Technology

**Mandate** The Director, Treasury & Payment Solutions (TPS) will lead the execution of strategic initiatives to grow TPS within the Financial Institutions Group (FIG), focusing on delivering innovative and client-centric solutions in cash management, corporate cards, and liquidity. This role is instrumental in deepening BMO's relationships with FIG clients across North America and elevating the bank's reputation as a trusted partner in transaction banking. The Director will collaborate across Global Transaction Banking, Corporate & Investment Banking, Global Markets, TPS Product, and Corporate Treasury to ensure alignment and delivery of integrated solutions. This role also contributes to the transformation agenda within FIG, driving innovation and operational excellence. **Key Responsibilities** **Strategic Execution & Business Delivery** + Lead the execution of TPS strategies for FIG clients, ensuring alignment with broader Capital Markets and Transaction Banking goals. + Deliver tailored treasury solutions that address the evolving needs of financial institutions, including complex cash management, liquidity optimization, and corporate card programs. + Identify and act on opportunities for revenue growth, cost reduction, and capital efficiency. + Collaborate with product and service teams to ensure timely and effective solution delivery. **Client & Relationship Management** + Provide exemplary client coverage, fostering long-term relationships and driving client advocacy. + Lead cross-sell initiatives and sustained coverage activities to increase share of wallet and market penetration. + Serve as a strategic advisor to clients, interpreting their business needs and delivering customized, high-impact solutions. + Ensure client satisfaction through proactive engagement and issue resolution. **Market Leadership & Innovation** + Represent BMO at industry forums, conferences, and client events to promote thought leadership and market presence. + Act as a liaison between FIG clients and TPS Product teams to inform product development and identify innovation opportunities. + Monitor market trends, regulatory developments, and competitive dynamics to maintain BMO's leadership position in the FIG segment. **Team Collaboration & Influence** + Partner with internal stakeholders across lines of business to ensure coordinated client coverage and solution delivery. + Influence the strategic direction of TPS within FIG, contributing to transformation and growth initiatives. + Support junior team members through coaching, mentoring, and knowledge sharing. + Promote a high-performance culture and foster collaboration across teams. **Key Accountabilities** **Business Delivery & Operational Effectiveness** + Drive execution of business plans and performance targets for TPS within FIG. + Ensure operational excellence in deal execution, client onboarding, and service delivery. + Continuously assess and improve work processes to enhance efficiency and effectiveness. + Contribute to the development of analytics and reporting frameworks to support data-driven decision-making. **Client & Relationship Management** + Deliver high-quality client experiences that build trust and loyalty. + Lead strategic client engagements and complex deal structuring efforts. + Identify and address client needs proactively, bringing in partners as needed to deliver a full BMO experience. **Market Leadership** + Elevate BMO's brand and reputation in the FIG segment through strategic client wins and market visibility. + Provide insights and recommendations to senior leadership based on market intelligence and client feedback. + Champion innovation and transformation within TPS and FIG coverage. **Qualifications & Skills** + Minimum 7+ years of experience in Treasury & Payment Solutions, Corporate or Investment Banking, or Financial Institutions coverage. + Proven expertise in structuring and negotiating complex cash management, liquidity, and card solutions. + Strong analytical, communication, and influence skills. + Demonstrated ability to manage ambiguity and drive results in a dynamic, cross-functional environment. + Post-secondary degree in a related field or equivalent experience. + Deep understanding of the financial institutions sector, including banking, insurance, asset management, or fintech. + Experience delivering treasury solutions to regulated financial entities with complex operational and compliance needs. + Familiarity with global transaction banking trends, regulatory frameworks, and competitive dynamics within the FIG segment. + Demonstrated success in building strategic partnerships and expanding wallet share within institutional client portfolios. _The salary range for this role is $175,000 up to $215,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)_ **Salary:** $102,000.00 - $190,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

BS&P CPAs & Consultants has recently been named one of the Best Companies to Work For in New York State! BS&P prides itself on cultivating a positive and inclusive work environment that fosters collaboration and encourages growth. With a strong commitment to maintaining a healthy work-life balance, providing ample opportunities for professional growth and development, and offering comprehensive employee benefits, we prioritize the well-being and success of our firm's employees. BS&P's dedication to a supportive company culture, coupled with leadership that values and recognizes employee contributions, underscores why the firm is not just a workplace but a community where individuals thrive and find fulfillment in their careers. With over 50 years in business, BS&P is recognized as a trusted business partner in Western New York. The certified public accounting and wealth management firm consists of 65 members. The firm is looking for an in-charge senior accountant with at least five years' experience to join our rapidly growing and energetic firm. Our staff enjoy flexible hours, summer Fridays, full-time remote & hybrid remote work arrangements and dress for your day attire! Overview: an in-charge senior accountant is a mid-level professional who assists with the preparation of complex individual and corporate tax returns and helps review basic types of tax returns while growing professionally within the firm. Position Responsibilities: Prepare complex individual and corporate tax returns Review basic types of tax returns. Assist staff with questions. Perform complex research on tax-related issues and help client with strategic questions. Proactively engage, communicate and build a professional, trusted relationship with all levels of the firm and clients. Complete projects and engagements within realistic budgets. Continue to stay up to date on tax changes. Qualifications Bachelor's/master's degree in accounting with CPA Experience with Corporate and Individual tax returns. Strong communication and organizational skills. Minimum of 5 years of tax preparation experience in public accounting. Proficiency with CCH Axcess and Engagement. The salary range for this position is $85,000 - $100,000 dependent on experience. Why BS&P: Ability to advance within the firm Progressive Career Progression guidance to assist each individual staff member Big firm capabilities, small firm benefits and flexibility Family friendly culture Competitive salary Flexible work schedules Full-Time Remote & Hybrid Remote Work Arrangements Summer Fridays Average of 55 hours a week during tax season Dress for your Day Partner Mentor Program Health Insurance, Dental Insurance, Vision Insurance, 401(k), Life Insurance, Supplemental Short and Long-Term Disability

Capital One's Financial Institutions Group (FIG) is seeking a highly motivated and experienced Director to join our growing Secured Business Credit team. This individual will be responsible for assisting in the origination, structuring, and execution of asset based revolving lines of credit to non-Bank asset based lending (ABL), equipment leasing (EL) platforms and small balance commercial lending platforms. The Director will play a key role in expanding our market presence and building strong, long-lasting relationships with asset managers. This is an excellent opportunity for a seasoned professional to leverage their expertise in specialty commercial lending to drive significant growth and contribute to the success of a dynamic team within a leading financial institution. Responsibilities: * Proactively identify and cultivate new lending or capital markets opportunities within the target customer and prospect market * Working with the senior RM's, assist in the origination and structuring of asset backed credit facilities and potential capital markets (ABS) opportunities * Advise clients on capital raising solutions including senior and subordinated debt * Collaborate with internal partners, including credit, legal, underwriting and operations teams, to ensure seamless execution of transactions * Manage the relationships for a portfolio of existing clients, providing exceptional service and identifying opportunities for cross-selling other products and services * Stay abreast of industry trends, market dynamics, and the competitive landscape in the ABL and EL spaces, to facilitate a more tailored approach to structuring financing solutions * Represent Capital One at industry conferences and events to build brand awareness and expand professional network * Work and establish relationships in the specialty lending community Basic Qualifications: * Bachelor's Degree or military experience * At least 7 years of experience as an originator with a focus on financial institutions * At least 7 years of experience originating and closing lead-left or bilateral transactions * At least 7 years of experience with financial statement analysis, credit analysis, and risk assessment Preferred Qualifications: * At least 4 years of experience in structured finance, securitization structures and capital markets * At least 8 years of experience as an originator with a focus on financial institutions * FINRA Licenses series 7, 63, 69 At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Charlotte, NC: $209,500 - $239,100 for Director, FIG Investment Banking Chicago, IL: $209,500 - $239,100 for Director, FIG Investment Banking McLean, VA: $230,400 - $263,000 for Director, FIG Investment Banking New York, NY: $251,400 - $286,900 for Director, FIG Investment Banking Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** The Director of Finance - Global Commercial Services partners with Lending Product Team to drive financial performance and the organization's growth agenda. This role blends strategic planning with hands-on analytics, spanning monthly forecasting, reporting, and ownership of analytical and technical workstreams that deliver clear, actionable insights. Success in this role requires strong technical skills, sound judgment, and the ability to communicate complex analyses to senior stakeholders. **Key Responsibilities:** + Serve as the central finance partner for GCS Lending, providing proactive, consultative support to the organization. + Own the month-end reporting process for card lending, including maintenance and ongoing enhancement of reporting dashboards. + Partner with Product and Risk Management teams to quantify business transformation opportunities and ensure alignment with DS&A forecasting processes. + Explore potential benefits of agentic AI to enhance processes and analytics + Develop clear performance narratives and support preparation of senior management presentations. + Drive lending analytics to identify underlying trends, risks, and growth opportunities. + Deliver high-quality stakeholder support by responding to inquiries and resolving issues efficiently. **Minimum Qualifications:** + 5 years of experience + Experience with end-to-end reporting and planning for the Business Line of Credit, including month-end close, outlooks, and Plan/LRP. + Demonstrated ability to operate effectively in ambiguous environments and translate broad business questions into actionable analyses + Strong capability to connect analytical insights to financial outcomes and influence business decisions + Lead and develop a team of two managers and one analyst, fostering collaboration, accountability, and professional growth. + Excellent communication skills, with experience engaging and presenting to senior leaders + Learning agility, flexibility, and comfort adapting to changing priorities + Proven ability to manage multiple priorities and meet deadlines + Strong organizational and time-management skills + Ability to work independently while collaborating effectively within a team + Bachelor's degree in Finance, Economics, or a related field **Preferred qualifications:** + Strong understanding of lending economics + Familiarity with TM1, SQL, and other programming languages **Qualifications** Salary Range: $123,000.00 to $215,250.00 annually bonus equity (if applicable) benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Finance **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 26000786

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? The Director of Finance - Global Commercial Services partners with Lending Product Team to drive financial performance and the organization's growth agenda. This role blends strategic planning with hands-on analytics, spanning monthly forecasting, reporting, and ownership of analytical and technical workstreams that deliver clear, actionable insights. Success in this role requires strong technical skills, sound judgment, and the ability to communicate complex analyses to senior stakeholders. Key Responsibilities: Serve as the central finance partner for GCS Lending, providing proactive, consultative support to the organization. Own the month-end reporting process for card lending, including maintenance and ongoing enhancement of reporting dashboards. Partner with Product and Risk Management teams to quantify business transformation opportunities and ensure alignment with DS&A forecasting processes. Explore potential benefits of agentic AI to enhance processes and analytics Develop clear performance narratives and support preparation of senior management presentations. Drive lending analytics to identify underlying trends, risks, and growth opportunities. Deliver high-quality stakeholder support by responding to inquiries and resolving issues efficiently. Minimum Qualifications: 5+ years of experience Experience with end-to-end reporting and planning for the Business Line of Credit, including month-end close, outlooks, and Plan/LRP. Demonstrated ability to operate effectively in ambiguous environments and translate broad business questions into actionable analyses Strong capability to connect analytical insights to financial outcomes and influence business decisions Lead and develop a team of two managers and one analyst, fostering collaboration, accountability, and professional growth. Excellent communication skills, with experience engaging and presenting to senior leaders Learning agility, flexibility, and comfort adapting to changing priorities Proven ability to manage multiple priorities and meet deadlines Strong organizational and time-management skills Ability to work independently while collaborating effectively within a team Bachelor's degree in Finance, Economics, or a related field Preferred qualifications: * Strong understanding of lending economics * Familiarity with TM1, SQL, and other programming languages Salary Range: $123,000.00 to $215,250.00 annually + bonus + equity (if applicable) + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Partner with and act as a trusted advisor to business partner for all strategic and tactical financial business decisions. Engage and drive the relationship with business partners through strategic leadership, execution of key priorities, thoughtful Finance, Officer, Investment, Banking, Business Partner, Leadership, Business Services

A leading accounting firm in Cincinnati, OH, is seeking a Chief Financial Officer (CFO) to oversee financial planning and reporting, manage client relationships, and drive strategic initiatives. The ideal candidate will have over 15 years of accounting experience, with at least 10 years in a supervisory role. This role demands strong interpersonal skills, the ability to manage multiple client engagements, and a passion for client service, offering significant opportunities for professional growth and leadership development in a supportive team environment. #J-18808-Ljbffr

Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for overseeing assigned areas of audit work acting as an Auditor-in-Charge (AIC), and executing on the audit strategy for Lines of Business (LOBs). Key responsibilities include driving risk-based auditing by defining scope and test procedures to evaluate the control environment in conformance with audit policies, assessing issues for business impact and recommending severity ratings, drafting audit reports, and managing business partner relationships. Job expectations include fostering an inclusive work environment, and mentoring team members. The role involves independently validating the completeness and accuracy of data across the Company's Chief Financial Officer (CFO), Chief People Organization (CPO), and Legal functions. Candidates will lead audit projects of moderate to high complexity, requiring adaptability and a willingness to learn. Success in this role depends on the ability to work with diverse data sets and subject matter areas. Responsibilities: * Executes audit strategy for the sound application of risk-based auditing by defining audit scope and audit programs, and drafting audit reports leveraging automation and innovative methods in a timely and high quality manner * Acts as Auditor-in-Charge (AIC) by overseeing audit testing and ensuring it is executed in a timely manner and conforms with quality standards, audit policies, and procedures * Leads audit testing to independently validate completeness and accuracy of diverse data sets across lines of business * Assesses impacts to business processes, controls, and strategies to provide recommendations on severity ratings and escalate broad themes or trends accordingly based on existing business knowledge * Exercises intellectual curiosity and judgment to effectively influence and challenge management to improve the control environment and drive continuous improvements on audit * Oversees a team of associates and provides day-to-day mentoring and guidance and fosters an inclusive work environment * Maintains business partner relationships, primarily with line management, to develop business knowledge * Exercises sound knowledge of product, business, and technical expertise to effectively challenge management to improve the control environment Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Skills: * Analytical Thinking * Audit Planning * Internal Audit Review * Issue Management * Risk Management * Business Acumen * Coaching * Project Management * Relationship Building * Written Communications * Attention to Detail * Automation * Critical Thinking * Technical Documentation Required Qualifications: 5+ years of experience in a role in financial services, technology, or other relevant technical field Prior experience working with data (i.e. analytics; data mining; automation) Prior experience leading projects, managing against deadlines, and reporting results to management Analytical / Automation Skills (SQL, SAS, Python. Alteryx, Advanced Excel) Strong communication and presentation skills Desired Qualifications: Big 4 background a plus, including external audit or advisory/consulting Experience working with Artificial Intelligence (AI) tools in a professional environment Knowledge of Bank of America business processes and applications Advanced degree or certifications (CIA, CISA etc. - CPA Preferred) Audit or risk/controls background in financial services Shift: 1st shift (United States of America) Hours Per Week: 40

JobID: 210700799 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $173,000.00-$215,000.00 DESCRIPTION: Duties: Conduct firmwide and legal entity specific Resolution and Recovery liquidity stress testing, analyze liquidity impacts and identify potential liquidity risks. Develop a deep understanding of Resolution and Recovery planning processes, with particular focus on liquidity analytics and stress assumption development and implementation. Be familiar with all of the Corporate Treasury related content included in Resolution and Recovery plans. Liaise with Lines of Business and other stakeholders to ensure that no inconsistencies exist or are introduced across the plans. Ensure Corporate Treasury deliverables are in compliance with evolving regulatory requirements related to liquidity, specifically around Resolution and Recovery planning. Consult internal stakeholders on Resolution and Recovery initiatives in other jurisdictions and provide guidance when local regulatory requests related to Resolution and Recovery planning are received. Keep up-to-date on regulatory developments in the global Resolution and Recovery planning space. QUALIFICATIONS: Minimum education and experience required: Master's degree in Finance, Accounting, or related field of study plus 3 years (36 months) of experience in the job offered or as Treasury, Balance Sheet Management Lead, Management Reporting Intermediate Analyst, or related occupation. The employer will alternatively accept a Bachelor's degree in Finance, Accounting, or related field of study plus 5 years (60 months) of experience in the job offered or as Treasury, Balance Sheet Management Lead, Management Reporting Intermediate Analyst, or related occupation. Skills Required: This position requires three (3) years of experience with the following: creating auditable tools using Excel functions such as INDEX-MATCH-MATCH, INDIRECT, or OFFSET, and various lookup functions like VLOOKUP, HLOOKUP, or XLOOKUP; utilizing SUMIF(S), SUMPRODUCT, and what-if analysis functions for sensitivity analytics, as well as integrate excel with SQL pipelines to enable real-time scenario forecasting; developing regulatory submission materials and board-level presentations that effectively convey regulatory frameworks, stress testing outcomes, and compliance updates; transforming analytics into structured executive narratives, incorporating dynamic charts and graphs for visual clarity; utilizing automation to streamline the creation of standard presentations, ensuring efficiency and consistency; leveraging for automating data processes, which involves streamlining repetitive data tasks to improve efficiency and accuracy; using Python for validating assumptions; developing and maintaining scalable scripts that support test runs and facilitate production reporting and analysis of results; extracting and manipulating datasets using optimized SQL across Snowflake and Impala; writing queries and audit-ready logic to support stress testing and analytics; designing interactive dashboards to facilitate stress scenario analysis, assumption reviews, and resolution planning oversight; enabling stakeholders to dynamically explore liquidity trends; employing regression, time-series forecasting, and financial modeling to support assumption development and stress scenario analysis; utilizing custom back- testing frameworks to ensure model integrity and regulatory compliance. This position requires two (2) years of experience with the following: behavioral modeling; tactical liquidity generation; aligning product experience with liquidity assumptions and forecasting methodologies; analyzing stress test results to identify liquidity risks and recommend mitigation strategies in line with regulatory standard; interpreting scenario impacts across business lines and leading assumption calibration, remediation, and regulatory deliverables for evolving market shocks; modeling securities liquidation within RLEN frameworks and incorporating capital market considerations into stress testing; assessing how derivatives and other market products affect liquidity and funding; enhancing stress testing, scenario design, and risk assessment processes, ensuring assessment of liquidity outflow assumptions, both contractual and behavioral, for effective liquidity management; leading the liquidity and Treasury technology implementations, from communicating business requirements and implementation testing. Job Location: 270 Park Avenue, New York, NY 10017. Full-Time. Salary: $173,000 - $215,000 per year.

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Manager, Corporate TreasuryOverview The Corporate Treasury team performs all global treasury activities for Mastercard, including capital planning, rating agency relationships, foreign exchange risk management, cash management/positioning, pensions asset-liability management, capital markets transactions (debt issuance, equity share buy-back), credit facility management, intercompany funding. We are seeking a highly motivated Manager to join the cash investments team within Corporate Treasury. This position will be based in Purchase, NY Reporting to the Director, Capital Markets, this Manager role will be responsible for leading the execution of Mastercard's corporate cash investment strategy along with performing day-to-day operations related to the company's cash investments Role Key responsibilities of this role include: Leading the cash investments function for Mastercard in the management of the company's fixed income, money market, and deposit investments across multiple currencies (USD, EUR, GBP, ARS, etc.) investment portfolios Lead interest income forecast and budget process including detailed variance analysis Work with leadership to identify incremental investment yield opportunities Prepare managerial reports and analysis related to Mastercard's investment portfolios Oversee cash and investments related SEC disclosure preparation (e.g.,10Q and 10K footnotes) Manage operations related to global investment accounts including opening/closing accounts and other related processes Ensure and monitor compliance of investment portfolios with the company's investment guidelines; execute internal controls and support controllers and auditors in their processes Lead the Mastercard commercial paper program Work on improving existing Investment Team processes, models and controls Potentially, provide analytical support for special projects across other corporate treasury teams All About You Excellent analytical and problem-solving skills; experienced with MS Excel and PowerPoint Proven ability to define problems, collect data, establish facts, and draw valid conclusions Knowledge of key accounting concepts and SEC disclosure requirements Ability to prioritize work; manage projects in addition to day-to-day responsibilities Written and oral English language proficiency; strong communication and interpersonal skills Experience with Treasury Management Systems (Reval) and Investment tools/portals (Clearwater, Mosaic, Bloomberg, Refinitiv) desirable Bachelor's degree or equivalent qualification Prior corporate treasury, accounting, or financial planning experience is preferred Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. Pay Ranges Purchase, New York: $137,000 - $218,000 USD

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Manager, Corporate Treasury Overview The Corporate Treasury team performs all global treasury activities for Mastercard, including capital planning, rating agency relationships, foreign exchange risk management, cash management/positioning, pensions asset-liability management, capital markets transactions (debt issuance, equity share buy-back), credit facility management, intercompany funding. We are seeking a highly motivated Manager to join the cash investments team within Corporate Treasury. This position will be based in Purchase, NY Reporting to the Director, Capital Markets, this Manager role will be responsible for leading the execution of Mastercard's corporate cash investment strategy along with performing day-to-day operations related to the company's cash investments Role Key responsibilities of this role include: Leading the cash investments function for Mastercard in the management of the company's fixed income, money market, and deposit investments across multiple currencies (USD, EUR, GBP, ARS, etc.) investment portfolios Lead interest income forecast and budget process including detailed variance analysis Work with leadership to identify incremental investment yield opportunities Prepare managerial reports and analysis related to Mastercard's investment portfolios Oversee cash and investments related SEC disclosure preparation (e.g.,10Q and 10K footnotes) Manage operations related to global investment accounts including opening/closing accounts and other related processes Ensure and monitor compliance of investment portfolios with the company's investment guidelines; execute internal controls and support controllers and auditors in their processes Lead the Mastercard commercial paper program Work on improving existing Investment Team processes, models and controls Potentially, provide analytical support for special projects across other corporate treasury teams All About You Excellent analytical and problem-solving skills; experienced with MS Excel and PowerPoint Proven ability to define problems, collect data, establish facts, and draw valid conclusions Knowledge of key accounting concepts and SEC disclosure requirements Ability to prioritize work; manage projects in addition to day-to-day responsibilities Written and oral English language proficiency; strong communication and interpersonal skills Experience with Treasury Management Systems (Reval) and Investment tools/portals (Clearwater, Mosaic, Bloomberg, Refinitiv) desirable Bachelor's degree or equivalent qualification Prior corporate treasury, accounting, or financial planning experience is preferred Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. Pay Ranges Purchase, New York: $137,000 - $218,000 USD

Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. FalconX is seeking an experienced and strategic Director of Treasury Strategies to lead and scale its operational, Banking, crypto and optimization functions. This critical leadership role involves ensuring appropriate operational design controls, bank relationship management, risk mitigation across our digital asset and fiat treasury ecosystems. This position liaise with Product, Accounting, Finance Transformation and Trading teams to drive automation of key processes. The ideal candidate will have a passion for innovation and operational excellence, with a strong background in treasury strategy, risk management and design. Significant experience working in institutional crypto, including settlements, wallet management, custody, and liquidity management, is essential. Key Responsibilities: Treasury Operations Optimization: Assess and implement automation to drive efficiency and accuracy. Ensure assets are segregated (best practice) Banking Infrastructure: Build and maintain robust relationships with global banking partners and payment providers; negotiate terms and drive expansion of banking rails. Cash & Liquidity Management: Optimize liquidity across wallets, exchanges, and bank accounts to support business needs while minimizing idle capital. Control Environment: Develop and enforce operational policies, procedures, and controls in line with best practices and regulatory expectations. Strategic Initiatives: Partner with cross-functional teams (Product, Compliance, Risk, Engineering) to drive automation and improvements in treasury systems and workflows. Foster innovation in treasury operations by adopting emerging tools, technologies, and market opportunities. Strategy & Planning: Develop and implement an operating model for treasury operations that balances short-term capabilities and long-term needs. Risk & Compliance Collaboration: Ensure business operations adhere to internal risk frameworks, audit, and regulatory obligations. Reporting & Metrics: Provide transparency to executive leadership through dashboards, analytics, and key performance indicators related to treasury operations. Cash Optimization: Assess and apply investment strategies for cash and digital assets to optimize returns while effectively controlling risk. Team Leadership: Build, mentor, and lead a high-performing team with a focus on accountability, scalability, and innovation. Operational Efficiency: Streamline operations by pinpointing inefficiencies and deploying automation tools to enhance precision and minimize manual tasks. Collaborate with technology teams to design and implement integrated, efficient workflows. Qualifications: 15+ years of financial services experience in investment or banking operations, with at least 5 years in a leadership role, and experience in the digital asset industry managing treasury processes and teams team is preferred. Deep understanding of cash management, global banking systems, settlement flows, and treasury infrastructure. Significant professional experience managing digital assets in treasury operations with technical expertise in Crypto and a broad understanding of the cryptocurrency ecosystem. Past experience working within a fintech environment is strongly preferred. Proven success in managing counterparty relationships (banking, software vendors) and navigating complex financial operations. Previous experience integrating financial systems is strongly preferred. Excellent analytical, organizational, project, and people management skills. Must be autonomous, detail-oriented, and adept at prioritizing in a fast-paced environment while handling multiple projects simultaneously. Strong interpersonal and communication abilities, with comfort presenting to executives, cross-functional stakeholders, regulators, auditors, and clients. The base pay for this role is expected to be between $230,000 - $311,000 max for a Director level in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.