Finance associate jobs in Rocky Point, NY - 605 jobs

Trexquant is seeking a Fixed Income Trader to join our team. The ideal candidate will have experience executing both high-touch and electronic trades in corporate credit and rates instruments. In addition to trade execution, this role also involves cultivating relationships with liquidity providers and trading venues, contributing to the firm's execution excellence, and working closely with quantitative researchers and technologists to enhance execution workflows and advance Trexquant's systematic fixed income strategies. Responsibilities * Execute trading in corporate credit instruments (IG, HY, EM), including cash bonds, credit indices, and ETFs, as well as rates instruments, including treasuries, bond futures, and other interest rate derivatives * Conduct both high-touch and electronic executions across OTC and exchange venues, covering both secondary and new issue transactions * Cultivate and strengthen relationships with street sales, trading, and syndicate teams to broaden liquidity access * Monitor market microstructure, liquidity dynamics, and credit developments to optimize execution, manage transaction costs, and improve portfolio outcomes * Track execution metrics and conduct transaction cost analysis to identify and implement execution enhancements * Collaborate with quantitative researchers and technologists to develop and refine execution workflows and algorithmic trading strategies * Coordinate with operations on settlements and corporate actions * Monitor risk exposures and ensure adherence to the firm's trading, operation, and compliance standards * Provide real-time market insights and feedback to researchers and contribute to alpha and strategy development

Are you looking for a career in a dynamic and innovative company that values versatility, growth, and teamwork? Look no further than Delek US Holdings! WHAT IS DELEK? WHAT DO WE DO? We are a boutique-sized diversified downstream energy company with a range of assets, including petroleum refining, logistics, renewable fuels, and convenience store retailing. Our refineries in Texas, Arkansas, and Louisiana have a combined crude capacity of 302,000 barrels per day Our logistics business currently owns and operates 720 miles of crude and product pipelines, a 600-mile crude oil gathering system, and storage tanks and terminals. Our Retail or convenience store part of Delek, runs over 250 stores in Texas and New Mexico. We also have company-branded New-to-Industry DK stores in the southern part of the US! Our three renewables' plants in Texas, Arkansas, and Mississippi combined can produce 40 million gallons of biodiesel fuel a year. DELEK BENEFITS We offer fantastic benefits that include up to a 10% match on 401K on your hire start, with a vesting timeline of only one year, along with medical benefits that start on day one with a 30% premium rebate annually! We value your well-being and all employees now have access to the Calm app for FREE, which is used for meditation, stress management, and better sleep. Through our performance management program, you can earn additional annual incentives as you set and achieve goals. Our pay for performance culture motivates our employees to improve Delek's year-over-year company, business unit, and individual results. With some of the highest bonus payouts in recent years, we know that our success is due to our talented and dedicated team. We are looking for individuals like you to help us continue this momentum and bring new ideas to the table. At Delek, you will have the opportunity to make an impact and grow your career in a supportive and innovative environment. JOB SUMMARY Buys and sells energy-related products on a short-term and intermediate basis under the Wholesale Division. Uses futures and other financial tools as a service for customers and for internal hedging of deals. All activities will be performed in support of the strategy, and vision of the organization. Nothing in this restricts management's right to assign or reassign duties and responsibilities to this job at any time. All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA, and other regulations, as appropriate EDUCATION AND EXPERIENCE 4 year / Bachelor's Degree (Required) Master's Degree (Preferred) In lieu of the above education requirements, an equivalent combination of education and experience may be considered. Ten (10) or more years Experience in a related field (Preferred) No Licensure or Certification Required. JOB REQUIREMENTS Trading Financial Market Analysis Critical Thinking Communication Issues Management Problem Solving Influence Negotiation Logistics Manage Wholesale Rack pricing strategy in coordination with Trading & Supply Negotiates contracts for purchase/sale of product supply in Wholesale within limits of authority Provides leadership and technical expertise for the trading bench; setting the culture of excellence Oversees activities of the trading bench, ensuring adherence to best practices, company policies, effectively maximizing efficiency and optimization in performance Develop and maintain relationships with energy suppliers and brokers Identifies and pursues commercial trading opportunities Accountable for meeting profitability and optimization targets Reviews competitive intelligence for all regions and reports recommendations to leaders Coordinates logistical arrangements with supply logistics groups to ensure timely and cost-effective delivery of product/crude shipments Collaborates with System Optimization and refinery optimization staffs to identify and act upon supply chain opportunities Determines hedging strategy Ensures refineries' requirements are met on timely basis Communicates supply and trading issues impacting profit optimization at refineries Evaluates economics of available products/crude Assesses risk in current and future trade contracts Develops and presents analysis to management to support future trading positions While this job description aims to provide a comprehensive overview of the role, it may not detail every task or responsibility required. CORE COMPETENCIES CHANGE AGILITY (LEVEL 3 APPLYING): Identifies, initiates, and adapts to organizational changes that foster enhanced effectiveness, efficiency, safety, and ultimately business results. COLLABORATION (LEVEL 3 APPLYING): Sees connection points across the organization and partners effectively with others to achieve common goals. DECISION MAKING (LEVEL 3 APPLYING): Selects a course of action to reduce risk and uncertainty and create optimal outcomes. DRIVE FOR RESULTS (LEVEL 3 APPLYING): Drives to achieve challenging performance objectives. TEAM BUILDING (LEVEL 3 APPLYING): Builds trust, fosters openness, and provides support. As the manager of a team, selects and motivates a strong team. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin, disability status, protected veteran status, or any other characteristic protected by law. Equal Opportunity Employer/Disabled/Veterans.

Job Description We are a rapidly growing Long Island-based construction company entering an exciting period of expansion. We have a strong reputation for delivering quality work and a forward-thinking approach to technology, we are investing heavily in optimizing our accounting and systems infrastructure to support our next stage of growth. Position Overview: The Accounting Systems Associate / Administrator will play a key role in stabilizing core accounting operations and supporting the company's transition from QuickBooks Desktop to Ramp, our new AI-driven financial platform. This role is a blend of hands-on accounting, systems administration, and process improvement. Ideal for someone who is both detail-oriented and systems-savvy. The immediate focus will be ensuring smooth daily operations in accounts payable (AP), treasury, and system administration, while helping drive a successful migration to Ramp. Key Responsibilities: Support and oversee daily accounting functions, including AP, AR, treasury, reconciliations, tax filings, and coding review. Manage daily cash operations, including ACH and wire transactions, and monitor account balances and payment approvals. Serve as a system administrator for Ramp, managing setup, user access, approvals, and troubleshooting issues as needed. Assist with the transition from QuickBooks Desktop to Ramp, ensuring data accuracy, process alignment, and workflow efficiency. Support property tax filings, vendor management, and coordination with external partners. Review and reconcile company payments, ensuring compliance and proper coding. Identify and implement process improvements that enhance automation and efficiency through Ramp's AI-driven tools. Perform ad hoc operational and administrative tasks, including managing the company's LinkedIn, Instagram, and other systems or platforms. Document procedures and provide training to team members as new processes and systems are implemented. Qualifications: Bachelor's degree in Accounting, Finance, or a related field (required). Minimum 2+ years of accounting experience, ideally within construction, contracting, or a similar fast-paced industry. Strong understanding of AP, AR, treasury, and general accounting principles. Systems-savvy with a demonstrated ability to learn and adapt to new platforms; familiarity with Ramp or other accounting automation tools is highly preferred.

About: Our client is a fund management company specializing in algorithmic trading across global financial markets. Theirs is an independent pod-based structure, offering traders / PM's / trading teams access to advanced, low-latency trading technology platforms complemented by a deep bench of technological, operational and support services. They currently trade between 1% - 2% of the U.S. Equities markets, realizing top tiers across all major Exchanges and ATS's. Job Description: We are actively recruiting experienced Portfolio Managers / Traders across both U.S. equities quantitative trading businesses; high-frequency trading & statistical arbitrage trading. Ideal candidates should possess the following: ● Experienced U.S. equities quantitative traders / portfolio managers; HFT or Stat Arb ● Fully automated and proven algorithmic / quantitative trading strategies ● Minimum Sharpe of 3.0+ ● Provide prior 2+ years of historical performance ● Ability to be self sufficient and work from anywhere (location agnostic)

We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance. The team is dedicated to providing support to Morgan Stanley's Wealth Management segment (MSWM), specifically within Investment Solutions. Members of the Wealth Management Finance team can expect to be involved in accounting, finance and process transformation. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate level position within our Product Controllers Job Family which specializes in ensuring adequacy of controls, profit and loss and balance sheet reporting and reconciliations for a segment / business / product area, as well as management reporting across business segments or cross-functional end-to-end product oversight. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: * Collaborate with a varied group of colleagues in Finance and across the Firm * Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products * Adhere to the Firm's risk and regulatory standards, policies and controls * Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards * Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives * Manage a team that produces reporting for the firms largest business product * Responsible for reporting and budgeting on publicly reported metrics such as Consulting Group Flows * Cross-functional role working and learning with other teams to gain key insights. Including but not limited to: Business Management, Product, Accounting, Bank, Strategy, Data, offshore teams, etc. * Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation * Additional ad hoc analyses and recurring reporting as necessary What you'll bring to the role: * Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment * Ability to provide positive and constructive * Feedback and acknowledge efforts of team members * Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks * In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment * B.A./B.S. in relevant field * 2-5+ years of relevant experience * A high aptitude for numbers and a quick grasp of new applications and technology * Must be willing to learn, grow and remain agile * Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions * A desire to work in a team-based environment and contribute as a team player * Extremely proficient with both Microsoft Excel & PowerPoint * Experience with Dataiku, IBM Planning Analytics (TM1), SAP Business Objects, UiPath, Oracle Essbase, and Tableau preferred. * Knowledge of advanced aggregation tools, namely: Macros, SQL or Python are a plus. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

IN SEARCH OF CAREER CHANGERS AND LEADERS WHO WANT TO MAKE AN IMPACT #1 TRAINING PROGRAM IN THE COUNTRY At Northwestern Mutual, Financial Representatives strive to understand their clients goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are seasoned professionals that come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. With Northwestern Mutual, our Representatives are supported by our network of specialists, training programs, and mentors to help their clients and build practices. THE ROLE is Farmingdale, Long Island based: Assist clients to achieve and maintain financial security by providing financial advice and to match solutions with clients needs and goals. Develop rapport with clients and foster long-term relationships. Be knowledgeable about Northwestern Mutual financial products and global financial market trends. Build and maintain client bases, keep current client financial plans up-to-date and recruit new clients on an ongoing basis. Provide dedicated and focused customer experiences. Build your own financial planning practice. BY JOINING OUR TEAM, YOULL HAVE ACCESS TO: An award-winning training program to help get you started. Mentorship and professional development training throughout your entire career. Leading industry products and solutions built on an integrated technology backbone. Financial support for securities licensing, professional designations and certifications for both your personal and professional business growth. The opportunity to design your roadmap to leadership and specialized roles. A culture that promotes diversity, teamwork, work/life balance, recognition and rewards. Extraordinary income potential based in individual performance. Unlimited earning potential from the ground up. WHO WE ARE: At Northwestern Mutual, we believe that everyone deserves to spend their lives living and that a strong financial plan is the backbone for ensuring that reality. Financial security is not just something that happens in retirement but, is an enabler for our clients to live their best life every day! Our teams of Financial Representatives across the nation embody these beliefs and are committed to helping clients reach their financial goals. With 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the Worlds Most Admired companies, Northwestern Mutual has been among the leaders in the financial services industry for over 166 years and has a proven track record of financial success. COMPENSATION: This is an opportunity to join a Fortune 90 company in an entrepreneurial capacity. In this career, you have the benefits of a business owner by being in a role that has uncapped earning potential. We at Northwestern Mutual will provide you with the top training program in the nation, mentorship, and support to build a business that is both impactful in your community and successful. Our competitive compensation structure is performance based and includes opportunities for bonus and residual income. Average annual earnings in the first year are between $80,000 - $178,000.

Job Description We are working with a full-service, multi-office law firm seeking a Finance/Corporate Trust Associate with at least four years of experience to join their Hartford, CT; Stamford, CT; or New Haven, CT office. The ideal candidate has at least four years of experience in a law firm setting, working with major banks and other financial institutions, representing them as trustees, administrative agents, escrow agents and collateral or security agents in a wide variety of corporate debt, project finance, municipal bond, secured and structured financing transactions and defaults. Candidates with finance or securities/capital markets experience are ideal. The ability to work with complex transactional documents and prioritize work in a deadline-intensive environment is required, as are top academic credentials and excellent written and interpersonal skills. CT Bar admission, or the ability to become admitted in CT after hire is required. Graduation from law school and practice experience is required. The firm offers a competitive base salary commensurate with experience, in addition to a bonus program, comprehensive benefits package, and a hybrid work schedule. They are committed to providing employees with a supportive, stimulating, respectful, and collaborative working environment while seeking to foster professional and personal growth and development. To be considered, please provide a resume, and law school transcript. Deal sheet and a cover letter are appreciated but not required. All applications are confidential and NOT shared with employers without the candidate's permission. Oak Ridge Legal Search and the clients we work with are equal opportunity employers and provide equal opportunity to qualified applicants regardless of race, color, religion, national origin, age, gender, gender identity or expression, marital status, sexual orientation, ancestry, physical or mental disability, veteran status or any other legally protected class in accordance with all applicable laws . If a level of experience is indicated, this is a guideline only and does not preclude applications from candidates with more or less experience.

What is Bridgewater? Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. Explore more information about Bridgewater on our website here. Our Culture Our culture is anchored in excellence-meaning constant improvement-and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday-we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving. Because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard-it's only possible because we build meaning in our work and relationships. The meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else. Finance Function Bridgewater's Finance Department seeks to drive sustainable shareholder value by controlling, safeguarding, and optimizing use of the firm's financial resources. This responsibility is fulfilled by providing strategic partnership, insights and independent perspective along with the delivery of high-quality financial reporting, forecasting and analysis while maintaining effective and efficient operational control. The Finance Function is critical to all facets of Bridgewater's business; dedicated to continually making the firm better - strategically, financially and operationally. Our Finance Associate Opportunity We're seeking analytical stars who are eager to learn Finance and make an impact. You will use and synthesize data to drive decisions and collaborate with key leaders in and outside the department to influence and shape critical decisions and initiatives that support our businesses across the firm. With Bridgewater's culture of meritocracy and continuous evolution, the Finance Associate role is part of an inclusive community that fosters personal and professional development through skills, leadership, and content training as well as cross-pillar projects to hone in on and strengthen individual abilities and skills. Our Finance Associates Provide key reporting and analytics support, owning the story and not just generating numbers Drive critical processes such as financial analysis and reporting, planning/budgeting, capital funding, company valuation, stress testing financial liquidity, etc. Improve financial management systems and information, contribute to process improvement or savings initiatives, and participate in finance projects Have the potential to grow into future leaders of the department Our Search for Candidates We are looking for candidates who are: Analytical: Pay attention to detail and have the ability to turn numbers into a story - sorting big from small in data Affinity: Interested in solving complex problems with new and innovative technology Problem Solvers: Nimble, goal-oriented, logical thinkers who are also able to see multiple possibilities Owners: Proactive, reflective, gritty, curious, and not afraid to ask questions And have: A 4-year degree from an accredited undergraduate institution with an academic focus or demonstrated interest in finance, accounting, econ, business etc. Strong academic track record Evidence of leadership on or outside of campus Physical Requirements The anticipated onsite requirement for this role is four days per week at our Westport CT campus. Compensation The wage range for this role is $85,000 - 110,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 80% - 90% of this wage range. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential. In this role, you will grow with us by: Learning how to build teams that span levels and organizations Developing rich expertise across a broad set of finance operations problems and principles Taking ownership of increasingly complex systems and processes. Taking on oversight and mentorship responsibilities to grow talent as you gain experience. Opportunities to grow your career across Bridgewater depending on your strengths, weaknesses, and experience. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits including: Health insurance with 100% premium covered and access to additional concierge medical services 401(k) plan with generous employer match Paid time off, including fully paid parental leave and a competitive PTO package Workplace flexibility and access to back up childcare Financial assistance for family building support, including adoption and egg freezing Workplace wellness, including on-site gyms, free meals and healthy snacks, and meditation rooms An engaged and active community that includes many company events, affinity networks, and extracurricular interest groups For a full list of Bridgewater benefits, click here. Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulation. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do not provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Job DescriptionBenefits: Training & development 401(k) matching Competitive salary Paid time off Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Maintain a strong work ethic with a total commitment to success each and every day. As an Agent Team Member, you will receive... Salary Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my agency Requirements Excellent interpersonal skills Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Proactive in problem solving Insurance experience Preferred. Ability to multi-task If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

We are a national leader in the Accounts Receivable Management (ARM) Industry, proudly serving the Healthcare and Banking sectors for over 40 years. Headquartered in Farmingdale, NY, we are a boutique agency offering innovative ARM solutions and exemplary Billing, Collection, and Litigation Services. At POM Recoveries, Inc., we believe our employees are our greatest asset. We're looking for individuals who are passionate about building careers-not just jobs. With consistent growth, a supportive environment, and the tools to succeed, we offer stability, professional development, and long-term opportunities. Position Summary: We are seeking a dynamic and experienced Finance Clerk to assist with financial operations, including transaction processing, disbursements, bank reconciliations, and general ledger entries. Key Responsibilities: Post receipts to clients accounts Maintain and reconcile the General Ledger using Quickbooks (preferred). Assist with budgeting, forecasting, and financial planning processes. Process electronic deposits and manage bank account reconciliations. Handle payroll processing using Paychex (preferred). Process accounts payable/vendor invoices. Utilize Microsoft Excel, Word, and Outlook for efficient task management. Work independently in a fast-paced, detail-oriented environment. What We Offer: Medical, Dental, and Vision Insurance 401(k) Retirement Plan Disability Coverage Paid Vacation, Holidays, and Sick Leave Employee Referral Bonus Team-Focused, Collaborative Work Environment Salary up to $22.00 per hour dependent on experience

Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview: Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Key Responsibilities: Consult customers on financial planning, investment options, and life/health insurance coverage Assist customers with portfolio management, asset allocation, and risk management strategies Conduct financial reviews and recommend personalized product solutions Maintain compliance with financial and insurance regulations Perform customer needs analysis and engage in sales conversations Requirements: Active Life & Health license FINRA Series 6/63/65 Previous experience in financial services and/or insurance Strong communication and analytical skills Professional, trustworthy, and customer-focused demeanor

Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions. We provide a broad range of sought-after products and services designed to help our clients establish, maintain, and grow their legacy through an innovative approach to private banking. What makes Peapack Private different from our competition? As an institution with over 100 years of history, we have always believed in putting the well-being and needs of our employees and clients first. We are proud to be recognized by American Banker for the eighth consecutive year as one of the nation's “Best Banks to Work For.” Our secret sauce, in a word, is our culture . We value a diverse, equitable, inclusive, and safe workplace. Our one-team culture goes to great lengths to show all employees that they are valued members of the organization. We treat one another like family and communicate across the Bank in a transparent and frequent manner, respect and consider feedback from all levels, and operate with a philosophy grounded in hospitality and genuine human kindness. There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. Simply put, our culture is amazing. Position Overview The Preferred Banker is responsible for providing exceptional service to all existing and potential Peapack Private clients. They will be responsible for managing the overall client experience by efficiently by identifying cross-sell opportunities, presenting referrals to partnering business lines, and transactions. The Preferred Banker adopts and lives our core principals and display actions reflecting “Clients First” and “One Team” principles daily Position Responsibilities: Provide exceptional service to clients and bank partners. Accept and process all client request and work with other team members and partners to ensure the resolution of all client needs. Provide general management of client relationships to coordinate service and product delivery from all other divisions of the bank. Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products, while proactively looking to identify additional potential opportunities to expand relationships. Oversee client onboarding processes, ensuring all necessary documentation for opening and closing accounts complies with state and federal guidelines. Coordinate the delivery of information and communication with clients, prospects, referral sources, and internal partners. Process a variety of transactions such as deposits, withdrawals, transfers, loan payment processing, IRAs, CDs, closing and maintenance to accounts to solve the daily needs of our clients. Assists with the daily operation of the branch including reporting, audits, proving the main cash vault, preparing cash for shipments and ordering coin and currency for the branch as needed. Essential Skills and Experience: High School Diploma or GED required, College Degree in Financial Services or a related field preferred. 3-5 years' experience in a client service / client facing role, retail banking experience preferred Knowledge of banking products, services and an understanding of branch operations/security Ability to effectively interact with all clients and internal partners across the bank. Demonstrated proficiency in gathering financial and KYC information from clients to open and service accounts. Knowledge of KYC/BSA/Anti-money laundering regulations. Must be an independent thinker who can exercise discretion in performance of duties and who has ability to make decisions independently. General understanding of Client Relationship Management (CRM) functionality Nonessential Skills and Experience: Previous experience using Salesforce or another CRM platforms Prior experience using Silverlake or Xperience platforms Benefits Overview: We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match. The approximate pay range for this position is $79,918 to $100,000, plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location. Note: Incentives and/or benefits packages may vary depending on the position.

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. RSM is looking for a Manager to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice. Responsibilities: * Performs financial due diligence for clients who are acquiring and divesting businesses * Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis * Prepares detailed financial analyses to help clients evaluate their acquisition decisions and financing requirements * Uses various software tools as designated by the firm * Interacts with the other functional areas of the practice including tax, audit and other consulting practices * Assists in preparing proposals and engagement letters * Represents the firm in community activities and professional associations Required Qualifications: * A bachelor's degree, ideally with a major in accounting or finance * Minimum of 5 years experience in an audit or transaction advisory practice within a national or regional public accounting or consulting firm. * Prior Financial Due Diligence experience is required. * Supervision / Team Leadership experience * Ability to direct and manage client engagements * Excellent verbal and written communication skills * Proficient with Microsoft Excel and Microsoft PowerPoint * Ability to travel up to 10-15% locally and nationally Preferred Qualifications: * CPA certification * Master's degree preferred * Able to work within tight deadlines and take responsibility for getting the job done in a timely manner 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 origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $101,000 - $203,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

About Altus Power Altus Power is a national leader in clean energy, generating renewable power where it's needed most. Based in Stamford, Connecticut, we develop, own and operate solar energy systems, battery storage and electric vehicle charging from coast-to-coast. Altus transforms underutilized spaces, like warehouse rooftops, parking canopies and brownfields, into productive clean energy assets. Since 2009, Altus has grown to own and operate more than 1 gigawatt of solar producing projects across 25 states, serving more than 500 enterprises and more than 36,000 community solar subscribers. In April 2025, Altus Power closed a partnership with TPG Rise Climate Transition Infrastructure, an investor that shares our long-term vision for bringing renewable, reliable local power to communities, businesses and households faster, helping to power a cleaner, brighter future for everyone. Our ability to scale is backed by strategic partnerships with industry leaders like Blackstone and Goldman Sachs and we are well-capitalized to drive growth in markets with supportive clean energy policies. We are proud to offer a dynamic and collaborative workplace where passionate, mission-driven professionals can thrive while helping to power a cleaner future. About the Position The Corporate Financial Analyst is responsible for supporting strategic financial planning and analysis across the organization. This role involves forecasting, budget-to-actual analysis, stakeholder reporting, and expense analysis to identify cost-saving opportunities. The analyst will report to the Senior Associate of Corporate Finance and collaborate closely with the CEO and cross-functional teams including Investment, Accounting, and Technical departments. This position is essential for delivering financial insights that drive informed decision-making and operational efficiency. Key Responsibilities 1. Financial Forecasting & Planning * Develop and maintain financial models to support forecasting, budgeting, and long-term planning. * Assist in strategic financial planning initiatives and scenario analysis. 2. Budget-to-Actual Analysis * Perform budget-to-actual variance analysis and deliver actionable insights to stakeholders. * Identify trends and anomalies in financial performance and recommend corrective actions. 3. Stakeholder Reporting * Prepare monthly and quarterly financial reports for internal and external stakeholders. * Support the development of presentations for executive leadership and board meetings. 4. Expense Analysis & Cost Optimization * Analyze operating and capital expenses to identify cost-saving opportunities and efficiency improvements. * Collaborate with departments to implement cost control measures. 5. Model Validation & Valuation * Dive through and audit financial models to gather an understanding of assumptions driving valuation. * Collaborate with members of the Investments and Structured Finance team to understand on a deep level the individual projects/portfolios. * Assist in corporate roll up to consolidated financials 6. Cross-Functional Collaboration * Work closely with the CEO and teams in Investment, Accounting, and Technical departments to gather data and understand key business drivers. * Provide financial insights and support for cross-departmental initiatives. 7. Ad Hoc Analysis & Strategic Support * Support ad hoc financial analysis for strategic initiatives, including new project evaluations and investment decisions. * Ensure accuracy and integrity of financial data and reporting systems. Skills and Qualifications: Education * Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA a plus. Experience * 2-4 years of experience in corporate finance, FP&A, or investment analysis. Technical Skills * Strong proficiency in Excel and financial modeling; experience with ERP systems and BI tools preferred. * Excellent analytical, problem-solving, and communication skills. Key Competencies * Ability to work independently and collaboratively in a fast-paced environment. * Detail-oriented with a proactive approach to financial analysis. * Passion for renewable energy and sustainability is a plus. Work Life at Altus Our team is the asset we are most proud of. We aim to create a positive work-life balance. Here are a few of the benefits we offer: * Competitive compensation * Health and Dental Insurance (100% of premium paid of Company's standard policy) * Participation in 401k Plan * Paid cell phone service on Company's plan * Company paid lunch in the office * Company paid membership to building gym * Two monthly work from home days Altus is unequivocally committed to the principles of equal employment.

Wellbridge is committed to creating an environment where those struggling with substance use disorders can find hope, healing, and a path toward recovery. We believe in prioritizing patient-centered care, ensuring that each person who walks through our doors receives the utmost compassion and support on their journey to wellness. We invite you to explore a career with Wellbridge and are proud to offer comprehensive and affordable benefits including lifestyle perks such as free cafeteria service and an on-site gym/wellness center!

Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Our Northwestern Mutual offices in the Greater New York area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater NYC, Fairfield County Connecticut, Northern New Jersey and Long Island areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com. Job Description As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on: - Comprehensive Financial Planning - Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Estate Analysis - Retirement Solutions - Business Needs Analysis - Employee & Executive Benefits Responsibilities: - Offer a personalized approach to providing customized solutions tailored to each client's long term financial goals and objectives. - Provide needs-based analysis to help ensure the client's needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities and investments. - Create a referral based practice to build your clientele. Financial Representative Benefits: Northwestern Mutual is committed to offering a comprehensive benefit program: - Top-Ranked Training Program - Competitive Benefits Package - Leadership Opportunities - Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) - Personalized Mentorship from Top Advisors and Industry Leaders - Unlimited Earning Potential Qualifications Preferred Qualifications: - Bachelor's degree from a four-year institution or served or is serving in the armed forces. - Strong interpersonal and networking skills - Self-starter and highly motivated - 2 years of client facing experience - History of high achievement demonstrated by rapid growth and consistent, measurable results - Track record of outperforming peers - Ability to develop lasting, meaningful relationships as well as influence others Additional Information Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that distinction. Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling Power Magazine and recognizes as the best company to sell for in the financial services industry. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career”. Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry). Ranking organizations that excel at training and leadership development, Training magazine ranked Northwestern Mutual among its “Training Top 125”. Ranked among the Top 10 independent broker-dealers as measured by total revenues by the leading investment industry publications: Investment News; Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine. All your information will be kept confidential according to EEO guidelines.

Internship Description Description: CIRI is seeking a motivated intern to support its finance department. Duties may include bookkeeping, data entry, filing, and Microsoft Excel spreadsheet management. Qualifications: · Currently pursuing a degree in finance, accounting, or a related field. · Experienced with bookkeeping and Microsoft Excel Detail-oriented with good organizational skills Strong communication and interpersonal skills. Ability to work with diverse populations in a culturally sensitive manner. Location: CIRI's Bridgeport headquarters Duration and Schedule: This is an unpaid internship position requiring a commitment of 10-15 hours per week for a duration of 4 months or one semester. The schedule is flexible and can be tailored to accommodate the intern's academic requirements.