Finance consultant jobs in North Hempstead, NY - 2,196 jobs

The Amazon Advertising Finance team seeks a curious, analytical and driven Senior Financial Analyst to be a key business partner to the US Large Customer Sales team for this rapidly growing business. The successful candidate will own end-to-end business support for Large Customer Sales and working across all verticals. This individual will be responsible for leading the business reviews including measuring and driving focus on our key input metrics and health of the business. The successful candidate will have the ability to tackle multiple projects and efficiently execute deliverables. The right individual will have strong communication skills and solid business acumen capable of driving results and improving processes. The successful candidate must be able to think and act both strategically and tactically. Strong oral and written communication skills are crucial, as well as ability to think clearly, analyze quantitatively, problem-solve and prioritize. Key job responsibilities - Support revenue planning for forecasts and annual planning - Builds, iterates, and automates financial reports, metrics, and scorecards to support short and long-term planning - Owns weekly, monthly, and quarterly reporting of Financial performance at global, regional, and country levels - Ad hoc business support - Close partnership with customer facing sales teams, sales operations, and finance BI resources to support insight generation and influence decision making Basic Qualifications - 3+ years of tax, finance or a related analytical field experience - Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science) - Experience in financial modeling, P&L management or analysis - Experience participating in continuous improvement projects in your team to scale and improve controllership with measurable results Preferred Qualifications - MBA, or CPA - Knowledge of Tableau - Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards) Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ********************************************************* for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner. Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $60,200/year in our lowest geographic market up to $128,800/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit ******************************************************* . This position will remain posted until filled. Applicants should apply via our internal or external career site.

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit *************************************** We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Aurex Group is partnered with a Tier 1 Global Energy Company looking to hire a Corporate Finance & Investment Associate to join their natural resources team. This role will have broad energy investment exposure across all natural resources including oil, gas, power, renewables, metals, as well as broad vertical deal experience across up, mid, and downstream transactions. This role will play a critical role in investment analysis, financial due diligence, and help form part of the investment team. About the Role Candidate's must possess both a strong technical skillset and commercial acumen. Financial due diligence and analysis looking at deals across North America. Support negotiations and execute agreements. Heavy emphasis on creating and reviewing financial models, so strong modelling skills (DCF, etc) are a must. Ideal candidates will have meaningful M&A experience within an investment bank, energy corporate, investment fund or similar within the energy sector. Any vertical will be considered - O&G, Upstream, Midstream, Power, Renewables, Metals/Mining - provided the candidate is open to a broad role. Candidates should come with experience within investment banking, private equity, or similar corporate development background within an Energy/Natural Resources company. Qualifications At least Accredited degree in Finance, Economics, or similar/relevant area Strong analytical and modeling skills (DCF, etc) Creative problem-solving ability Attention to detail Ability to multitask various projects effectively in a dynamic, fast-paced environment Strong fundamental understanding of finance and valuation principles Demonstrated ability and experience developing and managing complex financial models Commercial acumen If you believe this opportunity is right for you, please send your CV by using the Apply Now button below.

Major bank in midtown Manhattan seeks experienced FINANCIAL REGULATORY REPORTING CONSULTANT for long term hybrid role. Please only respond if you are able to go into their Manhattan office-NYC Financial Regulatory Reporting is a team responsible for the preparation of regulatory filings for multiple entities under operations The primary responsibility of the position is to prepare assigned regulatory reports in an accurate and timely manner in accordance with US GAAP and instructions from regulatory authorities, which requires working knowledge of financial accounting and regulatory reporting, as well as understanding of the financial industry. The position will be responsible for regulatory reports across all entities under the US Operations Prepare daily/weekly/monthly/quarterly/annual and ad-hoc regulatory reports including, but not limited to, Federal Reserve reports such as FR Y-15, FR Y-9C, FFIEC 031, FFIEC 002, FFIEC 009, FFIEC 019, FR2644, and FR2900, Department of Treasury reports (TIC Reports), and Department of Commerce reports (e.g. BE-605, BE-15, and BE-125) Reconcile reporting data to GL, validation of static data and perform variance analysis Ensure that changes in the reporting instructions and accounting standards made by the regulatory authorities are incorporated within the reports submitted Assist in maintaining and updating procedure documentations related to new and existing regulatory requirements to ensure firm's compliance Keep track of each assigned tasks and projects, and meet each deadline Coordinate with multiple stakeholders across organization REQUIREMENTS: Bachelor's degree with accounting major is a big plus Proficiency with Microsoft Excel, PowerPoint, and Word Experience in BI tools such as Alteryx or Power Bi is a plus Working knowledge of regulatory reporting or financial reporting Basic knowledge of financial products such as loans, deposits, securities, derivatives, money market products, repos Minimum 3 years of experience in Big 4 or large regional accounting firms (banking or capital market clients), financial accounting, product control or regulatory reporting area, experiences in banking is required CPA, CFA or equivalent license is a big plus

Investment Analyst / Associate (Solar & Infrastructure) An established owner and operator of commercial solar assets is looking to hire an Investment Analyst or Associate into its investment and finance team. This is a hands-on role supporting the acquisition and development of distributed generation solar projects. You'll work across underwriting, due diligence, and transaction execution, with exposure to the full lifecycle of real assets. The role: Financial modelling and investment analysis Supporting project and portfolio acquisitions Commercial and transaction support across PPAs, leases, and purchase agreements Coordinating with engineering, legal, construction, and finance teams Supporting incentive capture and regulatory processes What we're looking for Strong academic background with solid financial modelling skills Experience or interest in infrastructure, energy, or real assets Detail-oriented, organised, and comfortable handling multiple workstreams Clear communicator with a proactive mindset A strong opportunity for someone looking to build a career in energy investing with real responsibility from day one.

Regular Your opportunity 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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Schwab's Wealth Advisory team embodies our firm's commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry's top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory. What you have Required Qualifications: Active and valid FINRA Series 7 Active and valid FINRA Series 66 (may be obtained with a 120-day COE) 1-3 years of experience in the financial services industry Preferred Qualifications: Experience servicing high net worth clients Bachelor's Degree In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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

Boston, Chicago, New York, San Francisco U.S. Associate - Financial Services L.E.K. Consulting's Financial Services Practice is a dynamic and rapidly expanding sector, offering strategic advisory services to a diverse range of clients in industries including banking, payments, fintech, wealth management, and insurance. Additionally, we serve investors seeking to acquire or deploy capital and generate return in Financial Services and FinTech. We are at the forefront of industry transformation, providing expert guidance on enterprise and business unit strategy, market and product growth strategy, emerging growth domains (e.g., embedded finance), innovation, digital strategy, business model transformation, as well as customer strategy and engagement. Company Description L.E.K. Consulting is one of the premier strategy consulting firms worldwide. At L.E.K., we are passionate about helping our clients succeed with breakthrough insights that drive real impact. Our clients view us as trusted partners that help address their most pressing challenges and biggest opportunities. We bring together the rigor of data‑driven analysis with the creativity and curiosity of a collaborative team. By hiring exceptional people and fostering a culture of ownership, inclusion, and continuous learning, we develop leaders who thrive on challenge and bring energy and optimism to every engagement. Founded in 1983, L.E.K. employs more than 2,200 professionals across five continents, and is consistently recognized as one of the industry's best firms to work for. For more information, visit lek.com. Job Description If you are a bright, motivated undergraduate or recent graduate looking to tackle some of the toughest and most interesting business problems, consider joining L.E.K. as a Financial Services (FS) Associate. FS Associates are at the heart of our client work. You'll quickly take on meaningful responsibility and play a crucial role on each case team. From day one, you will lead research efforts, analyze data, generate insights, and help shape recommendations that make a real impact. We look for candidates who are curious, proactive problem solvers and excited to collaborate in a fast‑paced environment. A growth mindset, positive outlook and a drive to learn and lead are key to success in this role. While casework varies every day, FS Associates' primary responsibilities typically include: Conducting primary and secondary research on clients' markets, customers, and competitors Performing rigorous analysis to drive insights and actionable recommendations Collaborating with team members to communicate key findings to the client in written presentations and verbal interactions that deliver maximum impact L.E.K. offers associates the broadest range of fast‑paced, high‑impact, and diverse cases for maximum learning. We are also committed to investing in your training and development and fostering excellent analytical and leadership skills to prepare you for your progression in tenure, as well as for potential future opportunities in top graduate schools or roles in industry, non‑profits, start‑ups, or investment firms. In addition to very competitive compensation and benefits, we promote FS Associates to Consultant and beyond, based on demonstrated performance. Click here for more on the Associate experience at L.E.K. Why L.E.K.? Immediate workstream responsibility: L.E.K. Associates are expected to be integral members of the team from day 1, immediately driving mission‑critical work to help solve critical challenges for our clients. Breadth of experiences: While our projects span most industries and services, our focus is strategy and M&A. Associates typically work on ~6‑10 projects a year, providing greater exposure across clients and strategic issues, as well as faster development of business acumen. Fun, collaborative, stimulating work environment: L.E.K. teams spend substantially more time in their home office relative to teams at peer firms, and we pride ourselves on a vibrant social culture, including case team events, office parties, non‑profit involvement, and much more. International exposure: Approximately 65% of Associates gain international exposure within their first 3 years, either through projects staffed across global offices, travel to international client locations, or, if they choose, by relocating to an international office on either a temporary or a full‑time basis. Click here for more on our international Swap program. Upward mobility: L.E.K. is a meritocracy with an entrepreneurial culture and frequent feedback. We rapidly progress responsibility to accelerate our team's development. Qualifications and Experience Needed A bachelor's degree from a renowned school with outstanding academic achievement Exceptional analytical and problem‑solving skills Strong verbal and written communication skills Demonstrated leadership, initiative, and ability to thrive in a team‑oriented environment Enthusiasm, resilience, and a desire to continuously learn and grow L.E.K. Consulting offers a competitive salary and benefits package commensurate with experience. The base salary is $95,000 (USD); L.E.K. also offers a performance bonus, profit sharing, and other benefits. Applicants for this position must be legally authorized to work in the United States on a permanent basis without the need for employer sponsorship. Unfortunately, we are unable to consider candidates requiring sponsorship for visas, including but not limited to TN, H1‑B, F‑1, STEM OPT/CPT, or any other work authorization. L.E.K Consulting is an Equal Opportunity Employer. #J-18808-Ljbffr

Mid-Level Associate - Structured Finance Experience Required: 2-6+ years Compensation: 235,000-420,000 Bar Admission: Must be admitted or eligible for admission in New York About the Role: An AmLaw 100 firm is seeking a highly motivated and skilled Associate with 2-6+ years of experience to join their team focusing on Structured Finance, Asset-Backed Lending, and Private Securities Offerings. This role involves advising on complex financial transactions, drafting and negotiating key documents, and ensuring compliance with regulatory requirements. The position offers exposure to a wide range of capital markets transactions, including CLO, ABS, and CMBS structures. Key Responsibilities: Advise on private securities offerings, Securitization, and/or Structured Lending transactions. Draft and negotiate transaction documents such as credit agreements, indentures, and offering memoranda. Manage due diligence and closing processes for complex financing deals. Ensure compliance with applicable laws and regulations throughout transactions. Support structuring and execution of CLO, ABS, and/or CMBS transactions (experience in these areas is a plus). Qualifications: J.D. degree from an accredited law school with strong academic credentials. 2-6+ years of experience in Private Securities Offerings, Securitization, or Bank Lending (including Syndicated and Asset-Backed Lending). Strong drafting, negotiation, and analytical skills with ability to manage multiple projects. Prior experience at a reputable law firm required; CLO/ABS/CMBS experience is a plus. Ability to thrive in a fast-paced, client-focused environment. Why Join? Work with one of the most respected structured finance teams in the country. Exposure to cutting-edge transactions and high-profile clients. Competitive compensation and benefits package. Clear path for career growth and advancement. Ready to Apply? If you're ready to take the next step in your career and join a team working on some of the most sophisticated transactions in the market, submit your application today!

Financial Regulatory Reporting Associate Client: Banking Work Schedule: Hybrid - 2-3 days onsite, per week Pay rate: $55/hr About the Team: Financial Regulatory Reporting is a team responsible for the preparation of regulatory filings for multiple entities under Bank's US operations, reporting to Americas CFO. Summary: The primary responsibility of the position is to prepare assigned regulatory reports in an accurate and timely manner in accordance with US GAAP and instructions from regulatory authorities, which requires working knowledge of financial accounting and regulatory reporting, as well as understanding of the financial industry. The position will be responsible for regulatory reports across all entities under the Combined US Operations. Core Responsibilities: Prepare daily/weekly/monthly/quarterly/annual and ad-hoc regulatory reports, including, but not limited to, Federal Reserve reports (e.g. FR Y-15, FR Y-9C, FFIEC 031, FFIEC 002, FFIEC 009, FFIEC 019, FR2644, and FR2900,), Department of Treasury reports (TIC Reports), and Department of Commerce reports (e.g., BE-605, BE-15, and BE-125) Reconcile reporting data to GL, validation of static data and perform variance analysis Ensure that changes in the reporting instructions and accounting standards made by the regulatory authorities are incorporated within the reports submitted Assist in maintaining and updating procedure documentations related to new and existing regulatory requirements to ensure firm's compliance Keep track of each assigned tasks and project, and meet each deadline Coordinate with multiple stakeholders across the organization. Support management and team members. Qualifications: A bachelor's degree with an accounting major is preferred 2-3 years of experience Proficiency with Microsoft Excel, PowerPoint, and Word Experience in BI tools such as Alteryx or Power Bi is a plus Working knowledge of regulatory reporting or financial reporting Basic knowledge of financial products (e.g. loans, deposits, securities, derivatives, money market products, repos etc.) Minimum 3 years of experience in Big 4 or large regional accounting firms (banking or capital market clients), financial accounting, product control or regulatory reporting area, experience in banking is required US CPA, CFA or equivalent license is a big plus Strong ability to handle multiple tasks. Education A bachelor's degree with an accounting major is preferred

Legal Associate (Contracting & Documentation) We are currently seeking candidates for a Legal Associate role with a well-established asset management firm located in New York City, NY. This role sits within the Legal & Compliance organization and supports the firm's Client Platform, with a primary focus on contracting and documentation. The Legal Associate will be responsible for drafting, reviewing, and negotiating a range of client-facing agreements while also supporting process improvement and legal technology initiatives, including AI-enabled solutions. The ideal candidate will have 4-5+ years of experience in a legal or contracting role within the financial services industry. This is a 6-month contract position paying between $42-$48/hour (depending on experience). This role supports a hybrid work model of four days per week onsite, one day remote in New York City, NY. Responsibilities: • Assist with contracting and documentation supporting the Client Platform, including drafting, reviewing, and negotiating investment management agreements, amendments, ancillary documentation, RFPs, and non-disclosure agreements. • Serve as a primary point of contact for the Advisory Legal team, as well as business development and relationship management professionals. • Collaborate with other members of the Legal team in connection with complex contracting and documentation matters. • Support resolution of complex documentation issues and assist in establishing controls and processes where required. • Contribute to the development and implementation of technology solutions related to the contracting process, including AI tools and Microsoft Power Apps. • Participate in the ongoing development and improvement of legal processes, design, and operational efficiency. • Provide additional legal and documentation support as needed. Qualifications: • Bachelor's degree in Legal Studies or a related field required. • 4-5+ years of paralegal experience required; senior paralegals or junior lawyers strongly preferred. • Must have experience within the financial services industry; asset management experience is highly preferred. • Prior experience in a legal or contracting function at an asset manager, financial institution, or large corporate organization. • Hands-on experience negotiating contracts, including NDAs and exposure to RFPs. • Strong interest in legal technology, process design, and operational improvement initiatives. • Excellent written and verbal communication skills, with the ability to distill and communicate complex legal concepts clearly. • Strong business judgement, collaboration skills, and a pragmatic, risk-aware approach to contracting. • Ability to work independently while also contributing effectively within a team environment. • Language skills are a plus but not required. For immediate consideration, interested and qualified candidates should send their resume to Jackson at ********************. IND123

A well-established and rapidly growing insurance brokerage is seeking an Employee Benefits Underwriter / Financial Analyst to support the analysis and placement of group medical, dental, life, and ancillary coverages. This role is ideal for someone with a strong analytical background who thrives in a collaborative and fast-paced client service environment. Prior experience in employee benefits underwriting or analytics is preferred. The Job: Analyze client healthcare and benefits plan performance data Conduct plan modeling and forecasting to support client renewals and marketing Build and evaluate financial exhibits and benchmark reports for employer groups Assist in developing alternative funding strategies and plan design recommendations Prepare and present client-ready deliverables, including renewal strategies and market comparisons Collaborate with account managers, producers, and carrier partners to meet client needs The Company: National Scope: A top-tier brokerage platform with expansive market access and in-house expertise Client-Centered Mission: Known for delivering tailored solutions and long-term client relationships Growth & Development: Opportunities to expand your knowledge, gain exposure to diverse markets, and grow your career Entrepreneurial Spirit: Fast-paced, acquisition-driven environment where innovation is encouraged Comprehensive Benefits: Competitive salary, full benefits package, and advancement potential within a rapidly scaling firm If interested, apply and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.

A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations. #J-18808-Ljbffr

Responsible for leading financial analysis, reporting, forecasting, and monitoring the overall financial performance and effectiveness of a defined group of departments or major operational areas within the health system. The Senior Financial Analyst (SFA) will have a deep understanding of revenues, expenses, and accounting structures across the Clinical, Research, and Education Missions, as well as core departmental and corporate operations. This role serves as a trusted financial partner to both Central Finance (primary) and Departmental Leadership, maintaining a very close working relationship with operational leaders, Department Administrators, faculty, and staff. The Senior Financial Analyst independently manages complex financial matters, provides strategic insight, and proactively identifies risks and opportunities. Success in this role relies on advanced technical expertise, strong communication skills, and the ability to influence decision-making at senior levels. This position reports directly to leadership within the FINCORE (Finance Core) team and may provide guidance to junior analysts. General Responsibilities: Monitor and lead monthly budget reviews, confirm accuracy, and conduct detailed variance and trend analysis of actual vs. budget and actual vs. prior periods, proactively communicating insights, risks, and recommendations to departmental and finance leadership. Prepare and deliver comprehensive reporting packages, dashboards, and financial templates with advanced analysis for senior leadership and operational partners. Lead the preparation of forecasts and multi-scenario projections to measure year-to-date activity against full-year budgets and support short- and long-term operational and strategic planning. Provide strategic oversight of personnel allocations across accounts and advise leadership on workforce planning, funding alignment, and cost management. Review, investigate, and resolve complex departmental financial transactions and accounting issues, including journal entries, ensuring compliance with general accounting standards and institutional policies. Ensure compliant and optimal use of all funding sources, including philanthropy, and recommend and implement corrective actions to maintain balanced accounts and resolve funding overages. Lead development of annual and multi-year departmental budgets, incorporating historical trends, operational drivers, and future projections. Provide advanced ad-hoc financial analysis to support special projects, leadership initiatives, and cross-functional efforts. Develop and maintain strong working relationships with corporate teams to address complex issues, improve processes, and enhance financial controls. Contribute to an environment of effective financial reporting, strong time management and prioritization, regulatory compliance, and adoption of leading financial practices. Other duties as assigned. Specific Responsibilities: Transactions: Oversee and submit PeopleSoft HCM transactions related to eHires, salary allocation changes, promotions, leaves of absence, and terminations, ensuring appropriate budget availability and accurate chartstrings. Review and approve PeopleSoft Financials transactions related to requisitions, PCard activity, and travel and expense reports, applying policy interpretation and judgment while verifying budget availability. Submit and manage requests for new non-sponsored chartstrings as needed. Submit and manage requests for Fund 53 extensions to Development. Prepare, review, and submit eJVs and cost transfers to reallocate expenses as needed. Prepare and submit supplemental compensation for affiliation and non-affiliation related work. Track and validate the accuracy of supplemental compensation submissions based on established criteria. Prepare and submit JOC requests for affiliation-related transactions. Monthly Analysis and Reports: Prepare monthly P&L reports with detailed commentary and insights and upload to Finance SharePoint. Prepare and lead monthly updates and analysis for Recruitment Fund chartstrings. Prepare monthly analysis of GME and 11-E accounts. Prepare monthly analysis of non-sponsored chartstrings managed by faculty and Principal Investigators. Prepare detailed monthly revenue analysis and identify trends and risks. Audit, monitor, and schedule reports of departmental financial activities, including faculty expenditures, human subject payment activity, and funding allocation changes. Prepare advanced salary worksheets and customized financial reports as needed. Support the preparation and interpretation of clinical productivity reports and related financial analysis. Salary Range: $115,000 - $120,000 Minimum Qualifications: Bachelor's degree in business, finance, accounting, or a related discipline with at least 5-7 years of progressively responsible financial analysis experience, or a combination of comparable education and experience. Strong understanding of accounting principles, budgeting, forecasting, and financial reporting. Advanced working knowledge of Microsoft Office software, especially Excel. Excellent verbal and written communication skills, with the ability to partner effectively with senior leadership, faculty, and staff, and strong interpersonal and problem-solving skills. Preferred Qualifications: Experience with enterprise financial systems; PeopleSoft or Oracle preferred. Experience supporting clinical, research, or academic environments. Additional Requirements: Ability to independently manage multiple priorities and complex deliverables on tight timelines. Strong analytical skills, attention to detail, and sound judgment. Demonstrated ability to proactively identify issues, develop solutions, and influence outcomes. Strong interpersonal and communication skills and commitment to team success. If you want, I can also: Reduce this to a tighter internal posting version Adjust seniority up or down (Analyst II vs Senior vs Lead) Align language exactly to your internal leveling or comp bands

Personal Lines INSURANCE Private Client Advisor (HIGH NET WORK PERSONAL LINES) opening in Hauppauge, Long Island, NY. Manage and service an assigned High Net Worth (HNW) book of business. Prepare new business and renewal submissions, including marketing, rating, proposal presentations, applications, and binder processes through policy issuance. Create applications, supplemental forms, binders, coverage summaries, Broker of Record forms, certificates; prepare and conduct client renewal reviews when needed; act as team player by supporting colleagues and providing back up support to other Account Managers as needed; strong problem solving abilities with the capacity of making independent decisions and developing solutions; Excellent oral and written communication skills; Ability to stay current in High Net Worth; Ability to learn and utilize the agency management system, carrier portals, MS Office applications ( Word, Excel, Outlook, Scribe): Must have ability to work under pressure and in a fast pace environment. Ideal candidate has working knowledge of AMS360 a plus; 3+ years of experience in High‐Net‐Worth personal lines; Property & Casualty Insurance License in good standing; MUST HAVE experience and familiarity with leading HNW carriers such as Chubb, AIG, PURE, Cincinnati & Berkley One as well as working with wholesale brokers on hard to place Excess & Surplus Lines business. Company Paid Health, Dental, Vision & Life Insurance, 401(K) with Full Match, Quarterly & Annual Agency Growth Bonus', Company paid AAA & (Optional) In‐house Gym Membership, Holiday, and Paid Time Off. Beautiful New Office and a Great Team to work with. Salary up to $120k DOE. (DC13035)

Feldspar & Flint LLC is a NYC metro area Recruiting & Staffing firm that specializes in operational strategy across core business functions. Our client is seeking a Senior Financial Analyst to support the financial planning, analysis, and reporting functions within a Healthcare organization. This role will partner closely with leadership and cross-functional teams to deliver accurate financial insights, support decision-making, and clearly communicate complex financial concepts. Key Responsibilities Analyze financial performance and trends to support budgeting, forecasting, and business planning Prepare and present financial analyses and reporting materials for leadership Build and maintain financial models to support pricing, cost analysis, and strategic initiatives Support month-end and ad hoc financial reporting requirements Collaborate with internal stakeholders to translate financial data into actionable insights Required Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related field Minimum of 3 years of relevant finance or accounting experience (corporate finance, pricing, FP&A, or similar; sales or financial services experience excluded) Advanced Excel skills, including INDEX/MATCH, SUMIF, XLOOKUP, and similar functions Strong proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook) Excellent analytical, financial, and presentation skills Preferred Qualifications Experience in healthcare, health plans, or a regulated industry Advanced skills in tools such as Power BI, SQL, or Python Experience building financial models from the ground up Exposure to full P&L ownership Experience reviewing or supporting contract negotiations

This role supports daily treasury and operational activities related to cash, margin, and settlement processes. The position works closely with internal teams and external counterparties to ensure accurate cash movement, reconciliation, and reporting across multiple financial products. Primary Responsibilities Execute daily cash movements related to margin requirements and transaction settlements Monitor cash balances and liquidity needs, including short-term forecasting and funding activity Review margin activity, investigate differences, and coordinate resolution of discrepancies Reconcile cash, trades, and positions across internal systems and third-party service providers Validate transaction details to ensure accuracy of bookings, valuations, and pricing inputs Assess currency exposures and support execution of foreign exchange activity as needed Contribute to the maintenance and improvement of treasury tools, workflows, and controls Prepare operational summaries and reporting for internal stakeholders Support process improvement initiatives and respond to time-sensitive requests Remain current on market practices, operational standards, and industry developments Required Qualifications Bachelor's degree in Finance, Business, or a related discipline 2-3 years of experience in treasury operations or cash management operations General understanding of margining, collateral processes, and financing structures Knowledge of cash management procedures and operational risk controls Experience with electronic payments, wire processing, and banking platforms Exposure to derivatives, foreign exchange, equities, and fixed income products Strong attention to detail with the ability to manage multiple priorities under deadlines Effective written and verbal communication skills Advanced proficiency in Microsoft Excel and standard office applications ID: 47596

ONIVERSE is looking for dynamic Client Advisors to join its first ANTONIO MARRAS store in the heart of New York City, NY! Job Title: Client Advisor Reports to: Store Director FLSA: Non-exempt Hourly Base Salary: $22-$30 USD plus monthly commissions About the brand: Antonio Marras started his journey in fashion in 1987 and launched his label in Milan in 1999. As a multidisciplinary artist working across fashion, cinema, literature and art, Antonio brings a unique and evolving narrative to the brand. His artistry is at the heart of everything we do, and we are strategically focused on highlighting this distinctive creative identity in every touchpoint, from product to store experience. Job Requirements: Ability to work a flexible schedule, including holidays and weekends Deliver luxury, one-on-one customer service as a Marras Brand Ambassador Meet and exceed personal and store sales goals Build and maintain strong client relationships using CRM tools Follow visual merchandising guidelines Contribute to stock management and product replenishment Passion for the luxury sector and through knowledge of products Share trends, styling ideas, and product knowledge with clients and other team members Proficiency in a second language is a plus Ability to lift more than 20 pounds and stand for long periods of time, bend, stretch, for a short distance engage in repetitive motions, push, pull and carry items (mannequins, clothing, totes, torsos, etc.) Store Cleanliness: at our stores, we take great pride in providing our customers with a clean and well-maintained shopping environment. This includes the cleanliness and organization of the store: including but not limited to the salesfloor, fitting rooms, cash desk area, and backroom areas. As a retail employee, you are expected to take the initiative of upkeeping the cleanliness in the store. Qualifications: Eligibility to work in the US for any Employer High School graduate or equivalent Minimum 2 years of experience in customer service and contemporary or luxury retail industry Excellent verbal, written communication and sales skills, with a strong customer service orientation Commitment, being self-motivated and goal oriented Impeccable presentation and the ability to thrive in a demanding environment Problem solving mindset Benefits Package: Base Salary, plus monthly commissions Medical Insurance Paid Time off and Paid Sick Time Paid Parental Leave*Must meet eligibility requirements 401(K) matching Pet Insurance Pre-Tax commuter benefits for transit and parking (Depending on City/State) Sign on Bonus Referral bonus Employee Discount, Free Uniform and much more! How we do it: • Open Minded • Pragmatic • Authentic • Passionate • Dynamic • Team Player Oniverse was founded in 1986 close to Verona, Italy with the aim to create a new way of selling hosiery and beachwear for women, men and children, through a franchising sales network. More than thirty years later, Oniverse boasts more than 5,600 shops throughout the world with different brands such as Calzedonia, Intimissimi, Falconeri and Tezenis. The success of Oniverse is the result of a number of factors: the huge range of products, the particular attention paid to fashion and the unbeatable quality-price ratio. These are some of the features that have enabled Oniverse to satisfy even its most demanding customers.

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

Are you a detail-oriented problem solver with a passion for streamlining complex investment operations? Do you enjoy collaborating closely with customers and cross-functional teams to solve high-impact operational challenges? Are you eager to bring innovation and automation to middle- and back-office workflows in the investment management industry? If so, we invite you to be a part of our innovative team. As a Senior Investment Operations Analyst, you'll play a key role in supporting Ridgeline customers by managing critical investment operations functions such as reconciliation, performance reporting, trade capture, and more. You'll be the go-to expert ensuring that customer operations are accurate, timely, and scalable. This role also helps bridge customer experience and product evolution by identifying process improvements and automation opportunities. You'll work with cutting-edge technology, including AI tools such as ChatGPT, to deliver efficient, forward-thinking solutions and insights that shape the future of investment operations. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions-not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you. You must be work authorized in the United States without the need for employer sponsorship. The impact you will have: * Account Administration - Set up new accounts, process updates and terminations, and maintain portfolio group structures as directed by customers. * Investment Accounting - Record financial transactions on a trade-date basis, process income and expense accruals, and support period-end close activities. * Trade Capture & Settlement -Ensure accurate posting, support post-trade workflows (matching, confirmations, allocations), and meet T+1 settlement requirements. * Corporate Actions - Process mandatory corporate actions and reconcile all activity through standard controls. * Pricing & Security Master - Apply daily pricing, FX rates, and security master data from third-party vendors, resolving exceptions and ensuring compliance with customer policies. * Reconciliation - Perform daily reconciliations of positions, transactions, cash, and tax lots between Ridgeline and custodians/prime brokers; research and resolve breaks with clear documentation. * Performance - Support daily and monthly performance reporting, ensuring calculations align with GIPS standards and addressing customer inquiries on returns and composites. * Customer Engagement - Deliver exception reports, investigate and resolve inquiries, and surface operational insights that help improve both customer outcomes and Ridgeline's platform. * Automation & Innovation - Identify opportunities to streamline processes through AI/ML and automation, working with the broader team to design smarter workflows that scale with customer needs. What we look for: * Bachelor's degree in Finance, Economics, Accounting, or a related field. * 3-5 years of experience in investment operations or a related middle/back-office function. * Familiarity with portfolio accounting, reconciliation, performance reporting, and trade lifecycle management. * Strong attention to detail with a commitment to accuracy and timeliness. * Analytical and problem-solving skills, with the ability to resolve breaks and exceptions independently. * Excellent written and verbal communication skills for working with customers and internal teams. * Proficiency with Google Apps or MS Office, especially spreadsheets. * Curiosity about new technologies, including AI-driven tools, and willingness to learn. * Flexibility to support early-morning start times (as early as 3:00am PST) when required by customer operations. Bonus: * Experience with enterprise SaaS or fintech platforms. * Familiarity with tools such as Slack, JIRA, Confluence, or Kantata. * Exposure to APIs, AWS, or other cloud-based architectures. * CFA or CPA designation (or progress towards one). About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a "Best Workplace for Innovators," by The Software Report as a "Top 100 Software Company," and by Forbes as one of "America's Best Startup Employers." Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions. Compensation and Benefits The cash compensation amount for this role is targeted at $115,000-$137,500. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product. In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits. #LI-Hybrid