IT Equity Finance Lead
Finance leader job in New York, NY
MUST be local to New York City, Hybrid Schedule at least 3 days onsite
Salary: Up to $400k plus bonus
No Sponsorship Available
IT Lead for Equity Finance with proven experience in building and managing securities lending systems and Synthetic Prime platforms. The ideal candidate will have deep expertise in synthetic prime brokerage, equity swaps, and securities financing technology, with a track record of delivering large-scale, mission-critical platforms.
This role requires both strong technical acumen and leadership capability, overseeing system architecture, delivery, and support for a global synthetic prime and securities lending business. The IT Lead will partner closely with trading, operations, risk, and business stakeholders to deliver technological solutions that drive efficiency, regulatory compliance, and business growth.
Major Responsibilities:
Technology Strategy & Leadership
Define and own the technology roadmap for synthetic prime and securities lending platforms.
Lead design, development, and delivery of systems supporting equity swaps, securities lending, and equity financing workflows.
Partner with business leaders to align technology strategy with business objectives and market opportunities.
Platform Architecture & Development
Lead the implementation and integration of third-party and in-house systems for synthetic prime, swaps, and stock loan.
Ensure seamless integration of securities lending and swap systems with trading, risk, and finance platforms.
Provide technical architecture guidance and oversight on technology stack selection and design decisions.
Strengthen risk and control frameworks for trade booking, reconciliation, margin, and settlement.
Team & Stakeholder Management
Lead and mentor development and support teams responsible for synthetic prime and securities lending systems.
Engage with trading desks, operations, and risk teams to ensure high-quality technology support.
Manage vendor relationships for third-party platforms and integration.
Qualifications
Experience: 10+ years in financial technology with direct experience building and managing securities lending and equity swap platforms.
Domain Knowledge: Deep understanding of synthetic prime brokerage, securities lending, equity swaps, and equity finance products.
Leadership Skills: Proven ability to lead global teams, influence senior stakeholders, and deliver large-scale
Director of Finance
Finance leader job in New York, NY
Extension Health is a physician-led longevity and performance clinic transforming how people age. With 12+ years of clinical experience and 50,000+ patients served, we deliver measurable results through advanced diagnostics, leading-edge therapeutics, and an elevated member experience.
Founded by Dr. Jonathann Kuo-one of the world's foremost experts in regenerative and longevity medicine-Extension Health blends medical precision with human-centered care. Our clinic is trusted by high-performance individuals globally, from CEOs and athletes to entertainers and heads of state.
Our mission: extend both lifespan and healthspan so people can live longer, perform better, and stay vibrant for the moments and people that matter most.
Role Overview
The Director of Finance will serve as the hands-on financial operator responsible for budgeting, forecasting, performance reporting, and fundraising preparation. This individual will maintain and evolve the operating models, coordinate cross-functional inputs, ensure financial clarity, and support audit and lender requirements. Approximately 65-70% of this role will focus on Extension Health, with the remainder supporting Hudson Medical (pain management division) and Hudson Mind (interventional mental health division).
Apply to join a scaling organization at a pivotal moment, and help build the financial foundation for the next phase of Extension Health's growth.
Key Responsibilities
Financial Planning & Analysis
Own and maintain all operating and forecasting models across entities.
Produce monthly performance reports, dashboards, and variance analyses for executive review.
Build and refine multi-year budgets and projections.
Partner with department leads to ensure assumptions are accurate and operationally grounded.
Fundraising & Capital Strategy
Build investor-facing financial models and materials.
Prepare and maintain data room materials for fundraising and lender diligence.
Support evaluation of capital raise structures, growth scenarios, and valuation analysis.
Partner with legal, audit, and technical accounting teams.
Financial Operations & Compliance
Coordinate with the accounting team to ensure timely, accurate monthly closes.
Maintain audit readiness and support annual CPA-reviewed GAAP financials.
Assist with treasury oversight, cash visibility, and scenario planning.
Support intercompany reporting and shared-services cost allocations.
Cross-Functional Leadership
Work closely with Operations, Marketing, Clinical, and HR to align financial expectations and inputs.
Translate complex financial data into clear insights for executives and department heads.
Improve company planning processes and decision-making frameworks.
Systems, Processes & Infrastructure
Build scalable, repeatable forecasting and reporting systems.
Create departmental input templates, KPI dashboards, and standardized reporting cadence.
Qualifications
Experience
6-10 years of experience in FP&A, corporate finance, investment banking, private equity, or consulting.
Strong financial modeling expertise, including complex multi-entity forecasting.
Prior experience supporting fundraising, investor diligence, or audit processes (strongly preferred).
Healthcare or multi-entity services experience is a plus.
Skills & Attributes
Hands-on, detail-oriented operator who is comfortable in a hybrid strategic/tactical environment.
Excellent communicator who can simplify complex financial topics.
Strong analytical capabilities and ability to synthesize data into decision-ready materials.
Comfortable working in an evolving structure with shared systems, technical accounting partners, and multiple stakeholders.
Highly organized, process-driven, and proactive.
Compensation & Benefits
Salary range: $165K-$200K (commensurate with experience)
Bonus + Equity
Benefits: health, dental, and vision
Access to discounted cutting-edge protocols and products
PTO, sick days, and observed holidays
Position Summary
Position Type: Full-time
Reports To: SVP Strategy & Finance
Work Location: Hybrid; 3 days a week required in office in New York City
Start Date: asap
Send your resume and cover letter to trehmatullah@extension.health
Finance Manager
Finance leader job in Dobbs Ferry, NY
Korn Ferry has partnered with a growing multi-specialty medical practice dedicated to delivering high-quality, patient-centered care across a variety of clinical disciplines. We are seeking an experienced and detail-oriented Finance Manager to join our leadership team and support the continued expansion and operational excellence of our organization.
Position Summary
The Finance Manager oversees the financial health, planning, and reporting of the practice. This role is responsible for budgeting, forecasting, revenue cycle analysis, financial compliance, and supporting strategic decision-making for a complex clinical environment. The ideal candidate has strong healthcare finance experience, understands multi-specialty operations, and is comfortable working in a hybrid (remote + on-site) capacity.
Key Responsibilities
Financial Planning & Analysis
Develop, manage, and monitor annual budgets, forecasts, and long-range financial plans.
Prepare monthly, quarterly, and annual financial statements and variance analyses.
Conduct financial modeling to support strategic initiatives, service line expansion, and capital investments.
Revenue Cycle & Operations
Partner with billing/coding teams to evaluate charge capture, reimbursement trends, denials, and AR performance.
Identify opportunities to optimize revenue cycle processes across specialties.
Monitor payer contracts and reimbursement changes impacting financial performance.
Accounting & Compliance
Oversee general ledger, month-end close, and reconciliation activities.
Ensure compliance with GAAP, federal and state healthcare regulations, and internal policies.
Coordinate with external auditors, tax preparers, and financial institutions.
Leadership & Collaboration
Provide financial insights to the executive team, physicians, and department leaders.
Support development of performance dashboards and KPIs across service lines.
Supervise finance staff and help build a culture of accuracy, accountability, and continuous improvement.
Technology & Reporting
Utilize EMR, practice management, and financial software to gather and analyze data.
Improve reporting systems to enhance transparency, efficiency, and operational decision-making.
Support implementation of new systems and tools as needed.
Qualifications
Required:
Bachelor's degree in Finance, Accounting, Business Administration, or related field.
5+ years of finance or accounting experience
Excellent analytical, communication, and problem-solving skills.
Work Environment & Schedule
Hybrid work arrangement: combination of on-site presence for meetings, audits, and operational oversight; remote days for analysis and reporting tasks.
Ability to work in a fast-paced, multi-disciplinary clinical environment.
Corporate Controller
Finance leader job in Melville, NY
The ideal candidate will be responsible for the day-to-day accounting operations of the company, which include the production of periodic financial reports, maintenance of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk.
Responsibilities
Oversee the annual budgeting process and the preparation and distribution of the monthly reports on budgets
Identify opportunities to improve financial and operational systems and cost effectiveness
Manage the annual audit process
Conduct financial analysis and calculate operating metrics
Qualifications
Bachelor's degree or equivalent experience in Accounting
7+ years of accounting experience
Highly organized with excellent attention to detail
Financial Systems Manager
Finance leader job in New York, NY
FGS Global is seeking a Financial Systems Manager specializing in NetSuite to support our global technology and finance operations on our Global Technology team. This position is based in our New York City office on an in-person hybrid schedule.
RESPONSIBILITIES
Proven financial and technical NetSuite expert with experience involving cross-functional teams and strategizing enterprise-wide FinTech integrations and configurations.
Participate and lead in system design and conduct requirements gathering, together with the related functional Accounting and Finance teams.
Key person responsible for global Financial Systems support, system configuration expertise, and key report development in the financial and project accounting suites of NetSuite product applications.
Provide day-to-day support for NetSuite users across Finance, Operations, and Project Management teams.
Help to implement new subsidiaries and companies within NetSuite.
Manage data migration efforts, including data conversion and CSV imports.
Support and administer user training and support documentation.
Work closely with project and functional managers to ensure completion of tasks and achievement of key milestones.
Prepare custom reports, assist with trouble-shooting and maintain ongoing contact with NetSuite post go live.
ATTRIBUTES
Bachelor's degree in Information Systems, Accounting, Finance, or related field.
3+ years of NetSuite administration experience required, preferably in a services-based organization.
8+ years of professional experience within the Finance technology space.
Knowledge of NetSuite System Administration. Certification encouraged.
Strong understanding of NetSuite's Project Management, Advanced Billing, and Advanced Revenue Recognition (ARM) modules.
Experience within a global operation, including setting up and using multi-book, and multi-currency operations.
An individual who is confident, self-motivated and a team player.
Experience in developing effective working relationships with all levels of management.
Good time management skills with the ability to balance competing and conflicting timescales.
An independent problem solver with focus on providing solutions to business issues.
Excellent communication and influencing skills.
New York salary range: $130,000-$165,000
FGS Global is the world's leading stakeholder strategy firm, with approximately 1,400 professionals around the world, advising clients in navigating critical issues and reputational challenges. FGS was formed from the combination of Finsbury, The Glover Park Group, Hering Schuppener and Sard Verbinnen & Co to offer board-level and C-suite counsel in all aspects of stakeholder strategy - including corporate reputation, crisis management, and public affairs and is also the leading force in transaction and financial communications worldwide.
FGS offers seamless and integrated support with offices in the following locations: Abu Dhabi, Amsterdam, Beijing, Berlin, Boston, Brussels, Calgary, Chicago, Dubai, Dublin, Düsseldorf, Frankfurt, Hong Kong, Houston, Kingston, London, Los Angeles, Munich, Paris, Riyadh, San Francisco, Shanghai, Singapore, South Florida, The Hague, Tokyo, Toronto, Vancouver, Washington, D.C., and Zurich. The firm is headquartered in New York.
FGS Global is an equal opportunity employer and seeks qualified candidates regardless of race, religion, gender, sexual orientation, disability, national origin, or age.
Finance Manager - CADAR (New York Headquarters)
Finance leader job in New York, NY
Founded in 2015 in New York City, CADAR Fine Jewelry is recognized for its innovative, art-forward designs and exceptional craftsmanship. As a leading luxury brand in the fine jewelry industry, CADAR has received prestigious honors including
Best in Gold
at COUTURE and
Gold Design of the Year
from
Town & Country
Magazine. Our jewelry is a favorite among celebrities and is carried by esteemed retailers such as Bergdorf Goodman, Neiman Marcus, and Saks Fifth Avenue, as well as through our e-boutique at cadar.com.
We're excited to share that our flagship boutique is now open in New York City's Meatpacking District, a milestone that reflects CADAR's continued growth and creative evolution.
Position: Finance Manager
Reports to: Finance Director
Location: New York, NY (On-site, Full-time)
Role Description
Reporting to the Finance Director, the Finance Manager is responsible for overseeing daily accounting and finance operations, maintaining accurate financial records, and supporting management with reporting, analysis, budgeting, and cash flow management.
The role requires a proactive, detail-oriented professional who can manage multiple priorities in a fast-paced luxury retail environment while ensuring financial integrity and operational efficiency.
Key Responsibilities
Financial Accounting & Reporting
Maintain accurate accounting and financial records in compliance with company policies and standards.
Prepare monthly, quarterly, and annual financial reports, including Profit & Loss statements, Balance Sheets, and Cash Flow summaries.
Support month-end and year-end closing activities, ensuring timely and accurate submissions.
Assist in preparing financial documentation for external audits and internal reviews.
Accounts Payable & Receivable
Manage vendor invoices, payments, and account reconciliations.
Oversee customer invoicing, credit control, and collections processes.
Monitor aging reports and resolve discrepancies promptly to maintain healthy cash flow.
Treasury & Cash Flow Management
Track daily cash balances and support ongoing cash flow monitoring.
Assist in executing and recording banking transactions accurately.
Support working capital and liquidity planning initiatives.
Inventory & Cost Accounting
Collaborate with Operations to ensure accurate inventory valuation and cost tracking.
Monitor inventory movements, adjustments, and reconciliations to maintain accurate stock and financial records.
Budgeting & Forecasting
Assist in the preparation of annual budgets and periodic forecasts.
Conduct variance analysis to highlight key financial insights and performance drivers.
Identify trends, opportunities, and financial risks impacting the business.
Compliance & Internal Controls
Ensure compliance with all financial policies, procedures, and statutory requirements.
Maintain and enhance internal control frameworks to safeguard company assets.
Support process improvements to drive efficiency, accuracy, and transparency in finance operations.
Cross-Functional Support
Partner with Sales, Operations, and Management teams to provide financial insights that support decision-making.
Support performance and profitability analysis of product lines, campaigns, and strategic initiatives.
Contribute to finance system enhancements and process improvement projects as needed.
Education & Qualifications
Bachelor's degree in accounting, Finance, or a related discipline.
Professional certification (CPA, CMA, or part-qualified) is an advantage but not essential.
Experience
2-5 years of experience in accounting or finance, preferably within retail, luxury goods, or consumer products.
Demonstrated hands-on experience in bookkeeping, reporting, and financial analysis.
Proficiency in accounting or ERP software such as QuickBooks, Odoo, or similar platforms.
Why Join CADAR
Join CADAR at an exciting stage of growth and play a key role in strengthening the brand's financial foundation. As Finance Manager, you'll ensure accuracy, insight, and integrity in every aspect of our financial operations-supporting strategic decisions that drive performance and excellence.
Be part of a collaborative, creative team that values precision, innovation, and human connection-and help shape the future of modern luxury jewelry.
VP, Financial Consultant - New York, NY (Wall Street) (Hiring Immediately)
Finance leader job in New York, NY
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals incentive structure.
Investment Professionals' Compensation | Charles Schwab
At Schwab, youre 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.
Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Controller
Finance leader job in Buffalo, NY
At The Wellsville Group, strong financial leadership is essential to sustainable growth. As our Controller, you'll play a critical role in shaping the financial health of a $100M retail organization-providing clarity, discipline, and strategic insight that helps the business move forward with confidence.
This role is ideal for a hands-on financial leader who enjoys both the details and the bigger picture. You'll work closely with ownership and senior leadership, lead a talented accounting team, and ensure our financial operations are accurate, compliant, and aligned with long-term business goals.
Who We're Looking For:
We're searching for a confident, thoughtful finance leader who:
Takes ownership of the company's financial integrity and reporting
Brings structure, consistency, and strong internal controls to a growing business
Can translate financial data into meaningful insights for executive decision-making
Enjoys developing and mentoring a team while driving continuous improvement
Is comfortable partnering directly with ownership and senior leaders
You're someone who sees accounting not just as compliance-but as a strategic tool that supports smart growth.
Why This Role Matters:
As Controller, you serve as a financial steward for the organization. Your leadership ensures that the numbers are right, the risks are understood, and the opportunities are visible. Your work directly supports:
Accurate, timely financial reporting and audits
Strong budgeting, forecasting, and cash-flow management
Compliance with GAAP and regulatory standards
Informed decision-making at the executive level
A scalable financial foundation for continued growth
Simply put, you help the business operate with confidence and clarity.
What You Bring:
Bachelor's degree in Accounting, Finance, Economics, or a related field
7+ years of progressive accounting/finance experience, including at least 3 years in a leadership role
Strong working knowledge of GAAP, internal controls, and regulatory compliance
Experience overseeing full-cycle accounting operations and financial close
Advanced Excel skills and experience with financial systems
Strong analytical, problem-solving, and communication skills
Experience That Sets You Apart:
Retail or multi-location business experience
Inventory accounting and sales tax compliance
401(k) administration and payroll systems (ADP preferred)
Experience working with financial institutions, lenders, and credit card processors
Leading external audits and working directly with auditors
Location: Olean, NY or Amherst, NY
Compensation: $85,000-$100,000 (base + bonus)
Why Join The Wellsville Group?
We're a people-first organization that values accountability, transparency, and continuous improvement. You'll have a seat at the table, a voice in key decisions, and the opportunity to make a meaningful impact on a growing business-while developing a strong team alongside you.
Compensation details: 85000-100000 Yearly Salary
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Financial Controller
Finance leader job in New York, NY
Financial Controller (FC) will manage accounting team with a goal to streamline budgeting, payroll, and financial reporting processes. FC will also produce thorough financial-status reports for senior managers to help improve our operational efficiency and aid in our continued growth.
Areas of Responsibilities:
Corporate Accounting
Consolidating subsidiary and business unit results.
Intercompany Accounting
Allocations
Monthly Close
Coordinating external audits and tax filings.
Managing financial reporting and accounting activities.
Evaluating and improving accounting policies and procedures.
Handling fixed assets and capital expenditures
Technical Accounting (identifying processing problems and executing corrections and changes)
Key duties include but not limited to:
Responsible for recording of all company's financial transactions including expenses, incomes, sales and purchases with the goal of compiling correct and transparent financial statements.
Ensures that the month-end and year-end closings are efficiently organized, and that financial data is accurate for the reporting period (with the goal of eventually completing the process within 10 business days from the end of the reporting period).
Review and sign-off on monthly reconciliations to ensure accuracy and timeliness.
Analyze and investigate significant variances on the Balance Sheet and Profit and Loss.
Provide comprehensive financial updates to senior managers by evaluating, analyzing, and reporting appropriate data points
Cost Control through review of expense reporting and invoice processing.
Compile information required for audits and tax returns.
Ensures protection and maintenance of Fixed Assets.
Support the FP&A function as needed during the annual budgeting process.
Help to achieve budgeting goals with proper scheduling, analysis, and corrective actions
Implement consistent accounting policies, practices, and procedures across all divisions/departments.
Develop and enforce internal controls to maximize protection of company assets, policies, procedures, and workflows
Oversee and support accounting team with dynamic leadership that creates an environment of trust and productivity
Interacts with all departments for any technical issues that may have an impact on books
Responsible for maintaining all Finance related Manuals, including the Finance Manuals and Chart of Accounts.
Position Requirements:
Bachelor's degree in accounting, finance, or a related field. MBA or master's degree is a plus. CPA/CMA designations are preferred but not required.
At least 10 years of proven work experience with at least 5 years as a financial controller with a mid-to large enterprise. Experience with apparel manufacturer is strongly desirable. 3PL logistics experience is a plus.
Proficiency in accounting software like SAP, Oracle NetSuite. Knowledge of MultiView is a plus. Ability to handle large amounts of data in Excel is a must. Experience with AI analytics is a plus.
Awareness of data governance and cybersecurity is desirable.
Benefits:
Company offers competitive salary. Generous PTO policy. Health insurance eligibility on second calendar month of employment. Ability to participate in Company 401(k) plan from day one of employment.
Senior Financial Analyst
Finance leader job in New York, NY
Job Title: Senior Financial Analyst
Schedule: M-F 9a-5p
Duration: 6 Months with possible extension
Pay Range: $35 - $38/Hour
Job Description & Requirements:
5 yrs related work exp (required).
Knowledge of Reimbursement Methodologies, Budgeting & Cost Accounting (required).
Heavy customer service skills.
Able to multi-task and prioritize.
Someone who works independently with ongoing training.
Understands contracts and the importance of completing tasks within time allotted.
Education:
Bachelors (required).
Degree or major in Accounting/Finance (preferred).
“Pride Health offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors”
COO, Global Business Finance Modernization Lead
Finance leader job in New York, NY
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes.
Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career.
The Chief Operating Officer (COO), Global Business Finance (GBF) Modernization Lead will play a critical leadership role in driving modernization and transformation across Apollo's global finance organization. Reporting to the GBF COO and partnering closely with the Apollo Asset Management (AAM) CFO and senior leaders across Finance, this role will be responsible for designing, implementing, and sustaining the transformation strategy that enables Finance to operate more efficiently, effectively, and strategically in support of Apollo's growth ambitions.
This position will oversee key transformation programs that span Global Business Finance operations, reporting, data management, systems integration, and automation-ensuring alignment with the firm's strategic priorities, target operating model, and culture of continuous improvement.
Primary Responsibilities
Strategic Transformation Leadership
Partner with the AAM CFO, GBF COO and senior Finance leaders to define and execute a multi-year Finance Transformation roadmap, aligning process redesign, technology modernization, and data strategy with business priorities.
Lead the design and implementation of a new finance operating model, including process simplification, automation, and governance improvements.
Serve as the primary business lead for major cross-functional initiatives (e.g., ERP modernization, reporting automation, and finance analytics).
Drive the adoption of new tools, systems, and ways of working to enhance Finance's scalability and agility.
Program Governance & Execution
Establish and lead change management projects and programs within Finance, responsible for governance, tracking, and performance reporting of all key initiatives.
Define success metrics and ensure transformation goals are achieved through disciplined project management, stakeholder engagement, and risk management.
Partner with Engineering, HC and Operations to deliver coordinated enterprise-wide change programs impacting Finance.
Operational Effectiveness & Continuous Improvement
Champion process optimization and operational excellence initiatives across all finance functions, including accounting, FP&A, tax, treasury, and reporting.
Identify and implement best practices in automation, workflow, and data utilization to improve accuracy, timeliness, and insight generation.
Embed a culture of accountability and data-driven decision-making within the Finance function.
Team Leadership & Culture
Lead and mentor a team of high-performing professionals, fostering a collaborative, high-trust environment.
Promote professional development, training, and succession planning to ensure sustainable organizational capability.
Partner with HR and Finance leadership to strengthen culture, engagement, and communication throughout transformation.
Qualifications & Experience
10+ years of experience in finance transformation, consulting, or operations leadership within asset management, financial services, or a related industry.
Proven success in leading large-scale transformation programs, including finance process re-engineering, ERP or data modernization, and automation initiatives.
Strong financial acumen and understanding of core finance processes (close & consolidation, FP&A, reporting, and controls).
Demonstrated ability to manage change across complex, global organizations-balancing strategic vision with operational discipline.
Excellent communication and stakeholder management skills, with the ability to influence senior executives and cross-functional teams.
Strong analytical and project management skills; familiarity with tools such as Power BI, Alteryx, Anaplan, or OneStream is a plus.
Bachelor's degree required; advanced degree (MBA or equivalent) preferred.
OUR PURPOSE AND CORE VALUES
Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:
The leading provider of retirement income solutions to institutions, companies, and individuals.
The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.
A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference.
We are building a unique firm of extraordinary colleagues who:
Outperform expectations
Challenge Convention
Champion Opportunity
Lead responsibly
Drive collaboration
As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.
OUR BENEFITS
Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits.
Apollo Global Management Inc. is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law
Pay Range
$190,000 - $250,000
Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.
The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.
The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.
T
he base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.
Auto-ApplyCorporate Strategy Analyst
Finance leader job in New York, NY
The Corporate Strategy Analyst is responsible for supporting the team on long-term strategic planning and key initiatives across ESPN. The role requires a baseline understanding of the sports / media ecosystem, quantitative and qualitative research skills, rudimentary financial analysis, and an ability to learn quickly.
Responsibilities:
Support team on key strategic initiatives for ESPN and work on actionable industry insights for the company.
Collaborate with key stakeholders across the company in the analytical process.
Assist in the preparation of communications both to and for senior executives, often based on complex strategic analysis and financial modeling.
Perform research, financial modeling, and analysis to inform business decisions.
Crystalize key insights from data and communicate complex analyses in an efficient and effective manner to a variety of internal audiences across departments and functions.
Understand trends in the industry and help develop points of view on potential business impacts to be shared throughout the company.
Work with internal colleagues and a diverse range of stakeholders across ESPN, Disney Entertainment, and Disney Corporate including Finance, Research, Programming, Content, Product, Editorial, Platform Distribution, Ad Sales, Business Development, and Legal on key strategic initiatives and priorities.
Qualifications:
Strong proficiency with PowerPoint and Excel
Preference for solid written and verbal communication and interpersonal skills, with the ability to present to and interface with colleagues across all levels and lines of business
Understands the competitive landscape and current competitive trends in the media industry; ability to forecast future trends
Preferred Qualifications:
A minimum of 2 years of strategy, analytical business development and/or financial experience preferred
A minimum of 1 year of experience in strategy at a television programming or media company, sports league, consulting firm, or investment bank
Required Education:
Bachelor's Degree
#ESPNMedia
The hiring range for this position in New York, NY is $100,100 to $134,200 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
Job Posting Segment:
ESPN Strategy & Research
Job Posting Primary Business:
ESPN Strategy
Primary Job Posting Category:
Corporate Development
Employment Type:
Full time
Primary City, State, Region, Postal Code:
New York, NY, USA
Alternate City, State, Region, Postal Code:
Date Posted:
2025-10-09
Auto-ApplyManager, Corporate Treasury
Finance leader job in Harrison, NY
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Manager, Corporate Treasury
Overview
The Corporate Treasury team performs all global treasury activities for Mastercard, including capital planning, rating agency relationships, foreign exchange risk management, cash management/positioning, pensions asset-liability management, capital markets transactions (debt issuance, equity share buy-back), credit facility management, intercompany funding.
We are seeking a highly motivated Manager to join the cash investments team within Corporate Treasury. This position will be based in Purchase, NY
Reporting to the Director, Capital Markets, this Manager role will be responsible for leading the execution of Mastercard's corporate cash investment strategy along with performing day-to-day operations related to the company's cash investments
Role
Key responsibilities of this role include:
Leading the cash investments function for Mastercard in the management of the company's fixed income, money market, and deposit investments across multiple currencies (USD, EUR, GBP, ARS, etc.) investment portfolios
Lead interest income forecast and budget process including detailed variance analysis
Work with leadership to identify incremental investment yield opportunities
Prepare managerial reports and analysis related to Mastercard's investment portfolios
Oversee cash and investments related SEC disclosure preparation (e.g.,10Q and 10K footnotes)
Manage operations related to global investment accounts including opening/closing accounts and other related processes
Ensure and monitor compliance of investment portfolios with the company's investment guidelines; execute internal controls and support controllers and auditors in their processes
Lead the Mastercard commercial paper program
Work on improving existing Investment Team processes, models and controls
Potentially, provide analytical support for special projects across other corporate treasury teams
All About You
Excellent analytical and problem-solving skills; experienced with MS Excel and PowerPoint
Proven ability to define problems, collect data, establish facts, and draw valid conclusions
Knowledge of key accounting concepts and SEC disclosure requirements
Ability to prioritize work; manage projects in addition to day-to-day responsibilities
Written and oral English language proficiency; strong communication and interpersonal skills
Experience with Treasury Management Systems (Reval) and Investment tools/portals (Clearwater, Mosaic, Bloomberg, Refinitiv) desirable
Bachelor's degree or equivalent qualification
Prior corporate treasury, accounting, or financial planning experience is preferred
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
* Abide by Mastercard's security policies and practices;
* Ensure the confidentiality and integrity of the information being accessed;
* Report any suspected information security violation or breach, and
* Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
Pay Ranges
Purchase, New York: $137,000 - $218,000 USD
Auto-ApplyManager-Treasury
Finance leader job in New York, NY
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The Liquidity Risk Management team is a part of the Global Treasury Organization at American Express. The team's core objective is to ensure the Company meets its regulatory liquidity needs by forecasting the Company's regulatory liquidity requirements, collaborating with the Funding team to ensure timely funding of those needs, and performing stress testing to ensure the Company remains compliant with all regulatory liquidity requirements on an ongoing basis.
How will you make an impact in this role?
This manager role is an amazing opportunity to provide decision support and perform regulatory liquidity risk management forecasting, stress testing, analytics, and governance activities as American Express continues to evolve liquidity processes and reporting.
* Perform analysis and review of liquidity assumptions, methodologies, and processes for LRM processes, including interpretation of key drivers and results, identification of emerging risk, and presentation of metric and trend analyses.
* Support key projects related to liquidity, including regulatory remediation, compliance and systems enhancements, and other change management projects.
* Collaborate with model risk and liquidity risk within 2nd line, as well as Internal Audit (3rd line), in execution of key liquidity responsibilities.
* Deliver and facilitate key committee materials and preparation of liquidity documentation.
* Support preparation of Committee agendas, collection and aggregation of materials, and facilitation of review of all Treasury materials, including strategic and risk committees and the Board of Directors.
* Analyze large data sets and summarize key messages for management to help inform the liquidity methodology and modelling capabilities, including supporting analysis of new products and product changes for liquidity impacts.
* Support internal control group reviews and regulatory exams.
* Collaborate with Bank Legal Entity Management teams to provide SME support for LRM at regulated entities.
Minimum Qualifications
* 3-5 years of Finance/Treasury experience.
* Bachelor's degree in accounting, finance or related field.
* Data coding knowledge/experience, including but not limited to strong working knowledge of SQL, Python, Power BI, TM1, and Microsoft Office applications.
* Excellent communication and teamwork skills to collaborate effectively with internal and external business partners.
* Ability to prioritize effectively and manage competing priorities effectively and drive results while meeting critical deadlines.
* An analytical approach with a strong attention to detail, coupled with strong process management skills and ability to drive improvements.
* Able to manage time and prioritize effectively with a proven ability to manage multiple requests simultaneously.
* Able to work independently and thrive in an environment of frequently shifting priorities.
Preferred Qualifications
* Intellectual curiosity.
* Master's degree.
* Familiarity with GenAI.
* Strong sense of personal accountability and resilience with a passion for continuous improvement.
Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
* Competitive base salaries
* Bonus incentives
* 6% Company Match on retirement savings plan
* Free financial coaching and financial well-being support
* Comprehensive medical, dental, vision, life insurance, and disability benefits
* Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
* 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
* Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
* Free and confidential counseling support through our Healthy Minds program
* Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
* Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
Corporate History Exhibits Analyst
Finance leader job in New York, NY
Are you passionate about history and storytelling? Join the team responsible for safeguarding and sharing the history and heritage of the 1,200+ predecessor institutions that make up today's JPMorganChase (JPMC).
As a Corporate History Exhibits Analyst on the Archives team you will report to the director of the Corporate History Program and will support all members of the team. Your primary focus will cover the curation of JPMorganChase history exhibits in JPMC offices and centers, but the role will encompass all duties of the Corporate History Program including collections management, reference services, client and employee engagement, vendor management and administrative activities.
Job Responsibilities
Partner with all members of the Corporate History team on the design and development of permanent and temporary JPMC history exhibits, concept development and research, including identification of exhibit-appropriate documents, artifacts and imagery in Corporate History Collection and outside repositories.
Management of copyright permissions and agreements, proposals, invoices, contracts and documentation associated with project.
Curatorial design including the preparation of detailed measurements/plans and exhibit layouts, calculation of object sizing, positioning, frame style and sizing, and overall exhibit flow within space.
Vendor management: coordination of conservation, framing and mountmaking needs; transport and installation schedules; invoice submission; etc.
Cross-departmental partnership with the firm's Real Estate team and others to ensure exhibition needs, including budget, are met and communicated properly.
Communication with partners and stakeholders throughout duration of project, ensuring all parties are up to date.
On-site or virtual installation supervision, share object information and installation plans with Collections Manager for record entry in TMS; provide data entry support, as necessary.
Provide assistance to the Collections Manager with accessioning, inventorying, and rehousing of Collection documents and artifacts in central storage facility; help to maintain intellectual control of Collection items on display worldwide through data entry in content and digital asset management systems; locate Collection items in offsite storage and coordinate onsite consolidation.
Provide research assistance to Reference Archivist. This includes both internal and external research requests, preparation of history fact sheets and reference guides, licensing agreements, etc.
Contribute to the writing and preparation of internal articles, image-heavy digital displays and social media content.
Offer guided tours of Corporate History galleries and host JPMorganChase history trivia sessions for employees.
Provide assistance as necessary on internal and external outreach efforts.
Help manage administrative operations, including preparing expense reports, scheduling meeting rooms and travel details, ordering office supplies, etc.
Required qualifications, capabilities, and skills
2+years of experience working in a museum, archive or related public history environment.
Master's Degree in Museum Studies, Public History, Archival Administration, Library Science or related field required.
Strong exhibit design skills, ability to discern what looks good visually on walls, in display cases, etc.
Proficient in calculating and determining the sizing and spacing of exhibit pieces, including images, frames, and matboards, to fit seamlessly within designated spaces.
Strong writing skills; must be able to analyze archival material and convert content into digestible formats including introductory exhibit text, captions, articles, PowerPoint presentations, and factsheets.
Strong organizational skills and an acute attention to detail that can be applied to a diverse array of tasks.
Strong communication and interpersonal skills; comfortable speaking publicly in small and large groups and ability to interact confidently with people at all levels in the firm.
Must work well individually and as part of a team, share information and support colleagues.
Proven ability to work well under pressure and adhere to tight deadlines while juggling multiple projects simultaneously.
Open to traveling for work.
Physical Requirements: must be physically able to perform the duties of this position including handling boxes weighing up to 40 pounds.
Auto-ApplyCorporate - Restructuring & Special Situations Finance
Finance leader job in New York, NY
Am Law 100 Firm is distinguished by its exceptional teams that craft and deploy creative legal strategies tailored to complex and high-stakes matters. With over 1,900 lawyers operating across 21 offices worldwide, we cover numerous practice areas as a cohesive unit. Our work exemplifies a unique blend of precision and vision, as we forge deep partnerships with clients to help them navigate tough challenges with resilience and thrive even in unprecedented times.
Job Responsibilities
Provide expert legal advice and representation in matters related to corporate restructuring and special situations finance.
Conduct detailed analysis of complex financial situations to develop innovative strategies tailored to various circumstances.
Collaborate with clients to identify key challenges and provide actionable solutions to complex financial issues.
Manage and lead teams through intricate transactions and negotiations, ensuring that all legal obligations are met.
Prepare and review legal documents and contracts related to restructuring and finance.
Stay updated on developments in law and finance to effectively counsel clients on compliance and risk management.
Build and maintain strong relationships with clients, serving as a trusted advisor in high-stakes environments.
Mentor and guide junior attorneys and staff in the practice area, fostering professional development and legal expertise.
Essential Qualifications
Jurisdictions Licensure: Must be a licensed attorney in good standing.
Education: JD from an accredited law school.
Strong analytical skills with the ability to dissect complex legal and financial issues.
Excellent written and verbal communication skills, with a proven ability to articulate complex concepts clearly.
Desired Experience
Minimum of 5 years and maximum of 9 years of experience in corporate restructuring and special situations finance.
Demonstrated experience in leading transactions and managing client relationships effectively.
Proficient in financial analysis and understanding of the broader economic implications of restructuring.
Experience working in a fast-paced environment with tight deadlines, showcasing strong time management skills.
Prior experience at a top law firm or financial institution preferred.
Salary & Benefits
Annual Salary: Ranges from $365,000 to $435,000, commensurate with experience.
Comprehensive benefits package, including health, dental, and vision coverage.
Retirement plan options with company matching.
Opportunities for professional development and continuing education.
Supportive work environment focused on collaboration and innovation.
Pursuit of work-life balance through flexible work arrangements.
Location
New York, New York, United States
Redburn, Corporate Access Analyst, NY
Finance leader job in New York, NY
About Us
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.
We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows.
As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.
About Us
Rothschild & co Redburn is committed to deep and proprietary equity analysis. Our three businesses, Research Services, Execution Services and Equity Capital Markets, all benefit from our founding belief that talented professionals must be given the time and space to deliver the highest quality work and client service to investors, traders and corporates. Ours is a distinct culture. It is challenging, creative and collegial. This is the source of Redburn Atlantic's top rankings with many asset managers worldwide
Overview of Role
Redburn Atlantic is seeking a Corporate Access Associate to join the Corporate Access team in our New York office. An essential function of the position is that the employee be on site in the NY Office to assist our Sales & Trading teams in person.
This is an junior level position and the ideal candidate will have basic understanding of the financial industry, ideally gained from 3+ years of experience and exposure to Financial Markets. The eventual hire will be joining at an exciting time for the firm as we embark on an ambitious growth plan in the US Equity Market.
Responsibilities
Assist the Corporate Access team in their day to day operations
Work in tandem with the Access and sales teams to assist in organizing exemplary corporate roadshows, reverse roadshows, conferences and sales briefings with RA Corporate clients and investor clients
Attend and transcribe occasional sales briefings with both covered and non-covered companies, such as IA leads, focusing on development for Pitch Invitations
Assist in creation of pitch decks for corporate targeting discussions including pulling shareholder registers and arranging analysis in PowerPoint
Collect feedback from investors to work on process/efficiency improvements
Organize ‘post-mortem' conference calls with companies to discuss improvements and solutions to outstanding issues for future events
Coordinate on deal roadshows including liaising with Equity Capital Markets, Redburn Management, Equity Sales & Analysts, and other brokers involved in the transactions
Maintain and update Access/Client related roadshow data in our CRM Systems (Tier 1), Corpaxe and Internal Confirmed events diary
Create formal “blue” invitations for corporate roadshow group meetings and conferences using internal software
Occasional travel will be needed during NDRs to support with recording comprehensive meeting notes
Organize corporate roadshow lunches (including making reservations, sourcing and booking private rooms and table reservations for roadshows, ordering food for corporate meetings, conference food service, etc.)
Various Administrative tasks included in the Access process (sending invites for events, maintaining confirmed corporate events diary, creating roadshow schedule documents, solicit and collect investor feedback following roadshows, arrange and book cars hotels, etc. for corporate roadshows)
Additional duties as assigned
Education and Qualifications
BS or BA mandatory; finance/economics concentration preferred
1-2 years' Financial Industry experience, ideally with a focus or exposure to Financial Market
Experience in a similar role supporting Front Office Trading & Sales beneficial
Confident using Microsoft software packages including Outlook, Excel, and Word experience, Skills and Competencies Required
High level of attention to detail
Confident, outgoing, and enthusiastic personality
Excellent interpersonal and communication skills both written and oral
Ability to liaise with clients in a clear and professional manner
Ability to work well under pressure in a fast-paced environment
Strong problem-solving and decision-making skills
Extremely detail orientated, numerate, reliable, and conscientious
Ability to work independently and as part of a team
Expected base salary rates for this role in our New York Office will be between $70,000 and $85,000 per year at the commencement of employment. However, salary offers are determined on an individualized basis and are based on a wide range of factors, including relevant skills, training, experience and education. Market and organizational factors are also considered. In addition to salary and our Rothschild & Co employee benefits package, successful candidates may be eligible to receive a discretionary bonus.
Rothschild & Co North America is an equal opportunity employer.
If you are a qualified individual with a disability or disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access this career website.
Auto-ApplyVP, Financial Consultant - Mt. Kisco, NY (Hiring Immediately)
Finance leader job in Mount Kisco, NY
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Investment Professionals' Compensation | Charles Schwab
At Schwab, youre 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.
Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
Whats in it for you
At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Controller
Finance leader job in Orchard Park, NY
At The Wellsville Group, strong financial leadership is essential to sustainable growth. As our Controller, you'll play a critical role in shaping the financial health of a $100M retail organization-providing clarity, discipline, and strategic insight that helps the business move forward with confidence.
This role is ideal for a hands-on financial leader who enjoys both the details and the bigger picture. You'll work closely with ownership and senior leadership, lead a talented accounting team, and ensure our financial operations are accurate, compliant, and aligned with long-term business goals.
Who We're Looking For:
We're searching for a confident, thoughtful finance leader who:
Takes ownership of the company's financial integrity and reporting
Brings structure, consistency, and strong internal controls to a growing business
Can translate financial data into meaningful insights for executive decision-making
Enjoys developing and mentoring a team while driving continuous improvement
Is comfortable partnering directly with ownership and senior leaders
You're someone who sees accounting not just as compliance-but as a strategic tool that supports smart growth.
Why This Role Matters:
As Controller, you serve as a financial steward for the organization. Your leadership ensures that the numbers are right, the risks are understood, and the opportunities are visible. Your work directly supports:
Accurate, timely financial reporting and audits
Strong budgeting, forecasting, and cash-flow management
Compliance with GAAP and regulatory standards
Informed decision-making at the executive level
A scalable financial foundation for continued growth
Simply put, you help the business operate with confidence and clarity.
What You Bring:
Bachelor's degree in Accounting, Finance, Economics, or a related field
7+ years of progressive accounting/finance experience, including at least 3 years in a leadership role
Strong working knowledge of GAAP, internal controls, and regulatory compliance
Experience overseeing full-cycle accounting operations and financial close
Advanced Excel skills and experience with financial systems
Strong analytical, problem-solving, and communication skills
Experience That Sets You Apart:
Retail or multi-location business experience
Inventory accounting and sales tax compliance
401(k) administration and payroll systems (ADP preferred)
Experience working with financial institutions, lenders, and credit card processors
Leading external audits and working directly with auditors
Location: Olean, NY or Amherst, NY
Compensation: $85,000-$100,000 (base + bonus)
Why Join The Wellsville Group?
We're a people-first organization that values accountability, transparency, and continuous improvement. You'll have a seat at the table, a voice in key decisions, and the opportunity to make a meaningful impact on a growing business-while developing a strong team alongside you.
Compensation details: 85000-100000 Yearly Salary
PI017e091c7e74-37***********3
Corporate History Exhibits Analyst
Finance leader job in New York, NY
Are you passionate about history and storytelling? Join the team responsible for safeguarding and sharing the history and heritage of the 1,200+ predecessor institutions that make up today's JPMorganChase (JPMC). As a Corporate History Exhibits Analyst on the Archives team you will report to the director of the Corporate History Program and will support all members of the team. Your primary focus will cover the curation of JPMorganChase history exhibits in JPMC offices and centers, but the role will encompass all duties of the Corporate History Program including collections management, reference services, client and employee engagement, vendor management and administrative activities.
**Job Responsibilities**
+ Partner with all members of the Corporate History team on the design and development of permanent and temporary JPMC history exhibits, concept development and research, including identification of exhibit-appropriate documents, artifacts and imagery in Corporate History Collection and outside repositories.
+ Management of copyright permissions and agreements, proposals, invoices, contracts and documentation associated with project.
+ Curatorial design including the preparation of detailed measurements/plans and exhibit layouts, calculation of object sizing, positioning, frame style and sizing, and overall exhibit flow within space.
+ Vendor management: coordination of conservation, framing and mountmaking needs; transport and installation schedules; invoice submission; etc.
+ Cross-departmental partnership with the firm's Real Estate team and others to ensure exhibition needs, including budget, are met and communicated properly.
+ Communication with partners and stakeholders throughout duration of project, ensuring all parties are up to date.
+ On-site or virtual installation supervision, share object information and installation plans with Collections Manager for record entry in TMS; provide data entry support, as necessary.
+ Provide assistance to the Collections Manager with accessioning, inventorying, and rehousing of Collection documents and artifacts in central storage facility; help to maintain intellectual control of Collection items on display worldwide through data entry in content and digital asset management systems; locate Collection items in offsite storage and coordinate onsite consolidation.
+ Provide research assistance to Reference Archivist. This includes both internal and external research requests, preparation of history fact sheets and reference guides, licensing agreements, etc.
+ Contribute to the writing and preparation of internal articles, image-heavy digital displays and social media content.
+ Offer guided tours of Corporate History galleries and host JPMorganChase history trivia sessions for employees.
+ Provide assistance as necessary on internal and external outreach efforts.
+ Help manage administrative operations, including preparing expense reports, scheduling meeting rooms and travel details, ordering office supplies, etc.
**Required qualifications, capabilities, and skills**
+ 2+years of experience working in a museum, archive or related public history environment.
+ Master's Degree in Museum Studies, Public History, Archival Administration, Library Science or related field required.
+ Strong exhibit design skills, ability to discern what looks good visually on walls, in display cases, etc.
+ Proficient in calculating and determining the sizing and spacing of exhibit pieces, including images, frames, and matboards, to fit seamlessly within designated spaces.
+ Strong writing skills; must be able to analyze archival material and convert content into digestible formats including introductory exhibit text, captions, articles, PowerPoint presentations, and factsheets.
+ Strong organizational skills and an acute attention to detail that can be applied to a diverse array of tasks.
+ Strong communication and interpersonal skills; comfortable speaking publicly in small and large groups and ability to interact confidently with people at all levels in the firm.
+ Must work well individually and as part of a team, share information and support colleagues.
+ Proven ability to work well under pressure and adhere to tight deadlines while juggling multiple projects simultaneously.
+ Open to traveling for work.
+ Physical Requirements **:** must be physically able to perform the duties of this position including handling boxes weighing up to 40 pounds.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Brooklyn,NY $64,350.00 - $95,000.00