Finance Leader Jobs in Oyster Bay, NY

THE OPPORTUNITY ODDITY is looking for a highly motivated and analytical Finance Lead to join our New York based team. You will collaborate closely with executive leadership to execute all finance and accounting procedures in a highly dynamic, fast-paced environment. WHAT YOU'LL DO Build and own all finance and accounting procedures for our new brand! Lead the preparation and analysis of financial statements in compliance with US GAAP accounting standards Lead quarterly and annual budgeting processes, including analytical review and preparation of MD&A Collaborate with executive leadership to develop and execute financial strategies aligned with organizational goals Prepare internal stakeholder reporting and work cross-functionally with Brand 3 leadership to track financial performance and business KPIs Provide insights and recommendations based on financial analysis to support strategic decision-making Implement processes to enhance monthly and quarterly closing procedure efficiency, including automation and implementation of new tools Build and strengthen Internal Controls framework and processes, including Sarbanes-Oxley (SOX) Compliance Manage quarterly and year-end audits, including preparation and review of audit working papers WHO YOU ARE Bachelor's degree in finance, accounting, economics, or related field of study with a record of high academic achievement at a top university 3 - 6+ years of investment banking, private equity or public accounting experience Experience managing a high-performing team Highly proficient in Microsoft Excel, financial modeling and accounting practices Reliable team leader with strong degree of diligence and ownership Confident navigating through fast-paced, dynamic environment ADDITIONAL DETAILS Salary range: $130,000 - $170,000 commensurate with experience Competitive benefits: Unlimited PTO, 401(k) match, employer-sponsored healthcare, paid disability leave, and commuter benefits Hybrid work environment: in-office four days per week Vibrant office in Soho neighborhood Weekly family-style lunch and frequent team building events While the published salary range is a good faith reflection of the targeted salary level for the position, ODDITY reserves the right to pay outside of the published salary range of $130-170k. This role may be eligible to participate in Oddity's equity program.

Rizing Consumer Industries is actively recruiting for a senior-level SAP S/4 Finance Lead Consultant (Fashion/Retail). We are seeking a Finance Lead with SAP and strong Fashion industry experience. Please only apply if you have S/4 Hana implementation Lead experience in the areas of Fashion and Retail. The primary tasks of this role are: Prepare functional specifications and support development teams Execute Functional Unit Testing for configuration and RICEW development MM-SD integration with FI Support the testing team for ITC prep activities such as Test Script review Support Configuration Support conversions and deployments of S/4 Retail and/or Fashion Industry experience working as a Finance Lead WORK EXPERIENCE / SKILLS & COMPETENCIES: Minimum of 8 years solution experience in the Finance areas of S/4 HANA Strong SAP Finance experience along with E2E S/4 Finance Lead experience on at least 2 S/4 projects Previously led teams of FICO Consultants on S/4 projects Minimum 2 full life cycle SAP implementations Solution expertise and implementation experience in the Finance Management module of SAP Account Receivable, Accounts Payable, Bank and payment processing from a design view S/4 General Ledger - Design and configuration experience in Ledger concepts Retail integration experience with relation to FICO Well-developed customer focus Excellent presentation and communication skills

Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the Caribbean. Highgate's portfolio of global properties represents an aggregate asset value exceeding $20B and generates over $5B in cumulative revenues. The company provides expert guidance through all stages of the hospitality property cycle, from planning and development through recapitalization or disposition. Highgate also has the creativity and bandwidth to develop bespoke hotel brands and utilizes industry-leading proprietary revenue management tools that identify and predict evolving market dynamics to drive out performance and maximize asset value. With an executive team consisting of some of the industry's most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in London, New York, Dallas, and Seattle. Overview: The Assistant Director of Finance is responsible for providing consistent leadership in the financial area of the hotel by supplying the accounting staff with guidance and training. He/she is also responsible for focusing on the profitability of the business, maintaining accurate and timely financial reporting, ensuring acceptable levels on internal control, ensuring compliance with all federal, state, and local regulations, and safeguarding owners/investors assets. Responsibilities: Assist Director of Finance in timely preparation of monthly financial statements for the property Prepare, monitor, and accurately record hotel revenues daily by preparation of the Income Journal. Identify all variances to budget and last year. Monitoring and control of hotel operations, cash flow and operating forecasts for the property Under guidance of Director of Finance maintain timely interaction with Department Heads to assure that property operations are on track and under control at all times Preparation of monthly bank reconciliations and general ledger account reconciliations for the property Supervision of accounting department staff Compliance with Highgate Accounting Policies and Procedures and internal controls for our finance and accounting operations Effectively manage and communicate related issues related to management of receivables, payables, daily cash balances, and timely deposits of all funds. Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotel's established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement methodologies to management. Analyze financial data and operations in order to assist Director of Finance and advise Department Heads in maintaining the hotels' financial objectives. With supervision of Director of Finance hire, train, supervise and develop staff, including coaching, counseling and discipline. Preparation of any special reports, statements, etc., as requested. Other special projects and responsibilities as assigned. Qualifications: Bachelors Degree, preferably in Accounting. Strong PC skills including Excel, Word and financial accounting systems. Strong organizational, analytical, verbal and written communication skills. Long hours and sometimes required. Hospitality related financial management and accounting experience desirable.

Oliver Wyman is a global leader in management consulting. With offices in 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. Our 7000 professionals help clients optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman's thought leadership is evident in our agenda-setting books, white papers, research reports, and articles in the business press. Our clients are the CEOs and executive teams of the top Global 1000 companies. Visit our website for more details about Oliver Wyman: ******************* Job Overview: Acquisitions are key to an organization's growth. We are expanding our M&A capabilities within the Finance team and are seeking a highly skilled, experienced and detail-oriented M&A Finance Lead. The M&A Finance team are responsible for overseeing the financial aspects of our company's mergers and acquisitions (M&A) transactions from IOI to post completion integration. As part of the M&A Finance team, you'll collaborate with partners across the business including Corporate Development, Legal, Tax, and Accounting/Controllership to aid in the due diligence and completion of acquisitions and divestitures, investments, and other special projects. This is a hybrid role that requires 3 days per week in the OW office. There is no option to be fully remote. Key Responsibilities: Assist in the structuring and negotiation of financial terms in the IOI/LOI, including purchase price, earn-outs, and other financial considerations, ensuring financial feasibility and alignment with the company's strategic objectives Lead the financial due diligence process, working closely with internal teams and external advisors. Review financial models and valuation analyses to support investment decisions Collaborate with legal, finance and tax teams to review the purchase/sale agreements and take ownership of the appropriate finance elements Calculate the net working capital target, considering any specific factors that may impact the target company's working capital requirements Consolidate the financial due diligence report and findings Prepare and review the closing statement to summarize the financial aspects of the transaction, including the final purchase price, working capital adjustments, and other financial considerations Prepare and/or review the funds flow memorandum Oversee the post-closing true-up process to reconcile any discrepancies or adjustments to the closing statement and funds flow memorandum Develop a “playbook” for the financial integration, ensuring a smooth transition of financial systems, processes, and reporting Support the integration of financial planning and analysis (FP&A) processes, including budgeting, forecasting, and reporting, to ensure alignment with the acquiring company's financial objectives Monitor and track the financial performance of the acquired company post-close, supporting any earnout or special bonus reporting/execution Requirements: Bachelor's degree in finance, accounting, or a related field Strong understanding of financial concepts and principles 5+ years relevant experience in mergers and acquisitions or corporate development Experience working with legal, tax and M&A accounting advisory specialist Experience reviewing purchase agreements Strong communication and interpersonal skills Ability to work effectively in a fast-paced and dynamic environment Proficiency in Microsoft Office Suite Skills and Attributes: Strategic thinking - deep understanding of the business and an ability to think through business issues. Detail oriented. Ability to build relationships with senior stakeholders. Ability to influence and collaborate with colleagues of all job families and at all levels, including executive audiences. Strong problem-solving skills Challenger mindset Marsh & McLennan Companies is a global professional services firm providing advice and solutions in the areas of risk, strategy and human capital. It is the parent company of a number of the world's leading risk experts and specialty consultants, including Marsh, the insurance broker and risk advisor; Guy Carpenter, the risk and reinsurance specialist; Mercer, the provider of HR and related financial advice and services; and Oliver Wyman, the management consultancy. With over 81,000 colleagues advise clients in 130 countries and annual revenue of nearly $19 billion, Marsh & McLennan Companies provides analysis, advice and transactional capabilities to clients in more than 130 countries. Its stock (ticker symbol: MMC) is listed on the New York, Chicago and London stock exchanges. Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ************ We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: ********************** Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. The applicable base salary range for this role is $120,000 to $165,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

My client is a large communications company based out of New York City that is helping shape the communications and PR industry. There are several comm firms in the portfolio. This role needs to be local to NYC and is hybrid in office. They are looking for someone who can help lead the optimization of their financial systems, processes, and procedures. This person will work cross functionally and collaborate with both technical and non technical stakeholders to lead projects and the evolution of their finance tools and systems. You MUST have experience with NetSuite and ideally concur as well. You Will: Function as the support contact for accounting and finance teams regarding system-related inquiries and troubleshooting Translate accounting and business needs into system requirements, configure financial systems and develop customized reports to meet dynamic business needs Oversee the maintenance and optimization of financial tools and their integrations (i.e., NetSuite, Replicon and Vena) Support strategic transformation projects that improve financial systems, processes and workflows while ensuring alignment with organizational goals Support the EVP of Finance Transformation in leading new tool implementations (i.e., Concur, CRM platforms, BI tools and legal contract systems)

Job Description: Head of Finance Industry: Staffing & Workforce Solutions Employment Type: Full-Time We are seeking a dynamic and experienced Head of Finance to lead our financial operations and strategy. This executive will oversee all aspects of financial management, including budgeting, forecasting, financial planning and analysis, risk management, and acquisitions. The CFO will play a critical role in guiding the company's growth, ensuring financial stability, and driving strategic decision-making. Key Responsibilities: Strategic Leadership: • Develop and execute financial strategies aligned with the company's goals and growth initiatives. • Partner with the CEO and executive team to establish long-term financial objectives and key performance metrics. • Provide strategic guidance on mergers and acquisitions, including due diligence, valuation, and integration. Financial Management: • Oversee all financial operations, including accounting, payroll, and financial reporting. • Prepare and analyze monthly, quarterly, and annual financial statements, ensuring accuracy and compliance with GAAP. • Manage cash flow, working capital, and liquidity to support business operations and investments. • Develop and monitor budgets and forecasts, ensuring alignment with business goals. Acquisition Oversight: • Lead the financial evaluation of potential acquisition targets, including ROI analysis and synergy assessments. • Manage post-acquisition financial integration and ensure smooth transitions. • Work with external advisors, banks, and legal teams during transaction processes. Risk and Compliance: • Ensure compliance with all relevant laws, regulations, and reporting standards. • Identify and mitigate financial risks, including credit, market, and operational risks. • Establish internal controls to safeguard company assets and enhance efficiency. Team Development: • Build and lead a high-performing finance team, providing mentorship and professional development opportunities. • Foster a culture of accountability, innovation, and continuous improvement within the finance department. Qualifications: Education & Experience: • Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred. • 10+ years of progressive experience in finance leadership roles, preferably within the staffing or professional services industry. • Proven track record in managing multi-industry financial operations and M&A processes. Skills: • Expertise in financial planning and analysis, budgeting, and forecasting. • Strong knowledge of mergers and acquisitions, including due diligence and post-merger integration. • Proficient in financial systems and tools, including ERP platforms and advanced Excel modeling. • Exceptional analytical, communication, and problem-solving skills. • Ability to manage complex projects with competing priorities and tight deadlines. Why Join Us? • Impact: Play a pivotal role in shaping the financial future of a rapidly growing company. • Growth Opportunities: Be at the forefront of strategic decision-making and M&A activity. • Culture: Work with a passionate and dedicated team in a dynamic and entrepreneurial environment. • Compensation: Competitive salary and performance-based bonuses, along with comprehensive benefits.

Our Client Series A B2B SaaS platform revolutionizing the wellness and aesthetics industry. The Role: We're looking for a current Head/Director of FP&A who is looking to take a step up as the Head of FP&A. Reporting to the CFO, you will take the reins of the finance strategy and build the function from the ground up. As a key partner to the executive leadership team, you'll own financial planning, reporting, and budgeting processes while driving strategic initiatives that fuel our growth. Initially, this is a hands-on, IC role, but you'll transition to building and leading a high-performing team as the function scales. Your business cases and insights will directly influence our investments and long-term vision. Responsibilities: Financial Model: Develop, maintain, and optimize the company's financial model to support decision-making and strategic planning. Business Planning and Growth Strategy: Lead both short-term and long-term business planning, aligning financial strategies with overall company goals. Business Case Development: Create business cases for incremental investments and strategic initiatives. Budgeting Process: Oversee the entire budgeting process, including annual budgeting and monthly budget-to-actual reporting. Financial Reporting: Assist with internal and external financial reporting, ensuring accuracy and timeliness. KPI Development: Establish and monitor key performance indicators across the organization, ensuring accountability. Capital Markets Support: Provide support for capital markets activities as needed. Ideal Profile: 5 to 10 years of progressive finance experience Expertise in FP&A strategy, financial modelling, and business planning Experience in budgeting, financial reporting, and KPI development Proven ability to create business cases and support capital markets activities Strong problem-solving skills with an entrepreneurial mindset Skilled in automating financial processes and implementing business financial systems Data-driven decision maker focused on metrics and performance accountability *Please note that this is a hybrid role, with an expectation for 3 days per week in the New York office. If you are interested, please apply!

Selby Jennings is partnered with a leading global investment bank that is hiring a Vice President to support the Energy Trading group in New York. This hire will join the Valuation Control & Pricing team, working with Global Heads of Commodities Valuations, Market Risk, and Trading to support their North American Power, Gas, and Renewable Energies desks. The firm is looking for an expert in Energy markets: power and/or natural gas are required, but experience with renewable energy, oil, or refined products could be a good fit as well. Given the high trading volume across these markets, this hire is crucial to the business and will work in a very cross-functional capacity. This individual will own relationships with Traders/Desks, Quantitative Research teams, & Risk. Responsibilities: Accountable for managing the entire valuation control framework for the North American Power, Gas, and Renewables desks, encompassing independent price verification, prudent valuation adjustments, stress testing, and fair value measurement. Evaluate and scrutinize complex transactions within the Global Gas business, ensuring that trading activities are appropriately constrained and controlled. Detect emerging valuation risks and enhance methodologies to ensure that valuation controls precisely capture market dynamics and improve control efficiency. Work closely with quantitative & and model review teams to assess trading model limitations and implement necessary alternative controls/adjustments. Own relationships across commercial teams and Finance, Technology, and Risk, offering insightful analysis on month-end results, illiquid and concentrated valuation positions, revenues from new deals, complex transactions, and new products. Engage in and contribute to projects within the team and the broader Finance organization, collaborating with Front Office, Quality Reporting, and Technology groups. Participate in regulatory examinations and address inquiries from regulators. Requirements: 7+ years of experience working within energy markets for a financial institution, investment bank, asset-back trading firm, utility company, prop trading firm, or relevant business Energy markets/products experience is required. Gas and/or Power experience is required. Quantitatively aligned & interested in financial markets & products Knowledge of financial products or derivatives is a plus

Altourage is seeking an experienced and detail-oriented Finance Manager to join our growing team. The Finance Manager will play a key role in overseeing the financial operations of the company, reporting directly to the Director of Finance. The successful candidate will be responsible for managing day-to-day financial activities, preparing accurate financial reports, ensuring compliance with relevant regulations, and contributing to strategic financial decision-making. Key Responsibilities: • Financial Reporting & Compliance: Prepare and manage accurate and timely financial statements, including monthly, quarterly, and annual reports. Ensure compliance with GAAP (Generally Accepted Accounting Principles) and applicable regulatory standards. Oversee the monthly close process, including reconciliation of accounts and preparation of financial reports for leadership. • Budgeting & Forecasting: Assist in the development and management of company-wide budgets and financial forecasts. Monitor budget performance and provide variance analysis, offering insights and recommendations for improvement. Cash Flow Management: Monitor daily cash flow and ensure the company has adequate liquidity to meet operational needs. Oversee accounts payable and receivable functions to ensure timely processing and optimal cash flow management. • Team Collaboration & Support: Collaborate with cross-functional teams to support financial decision-making across departments. Provide financial insights to help guide strategic initiatives and support the Director of Finance in driving financial performance. Process Improvement: Identify and implement improvements in financial processes, reporting tools, and systems to increase efficiency and accuracy. Assist in the integration of financial systems and tools as the company continues to scale. Qualifications: • Bachelor's degree in Accounting, Finance, Business Administration, or a related field. • 5+ years of experience in financial management, accounting, or related roles. • Strong knowledge of financial regulations, reporting standards (including GAAP), and internal controls. • Advanced proficiency in financial software and reporting tools. Experience with Microsoft Business Central is a plus, but not required. • Experience with financial modeling, budgeting, forecasting, and variance analysis. • Strong analytical, problem-solving, and organizational skills. • Excellent communication and interpersonal skills with the ability to work well with senior management and cross-functional teams. • Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities. Why Join Altourage? At Altourage, we're committed to delivering innovative managed IT services while maintaining a collaborative and dynamic work culture. We offer competitive compensation, growth opportunities, and the chance to make a significant impact in a fast-growing industry. If you're looking for a role where you can shape the financial future of a leading MSP, we encourage you to apply.

FP&A Manager Westbury, NY Our client is a multi-billion, global corporation in search of an experienced Manager of FP&A to join their team! This is a fantastic opportunity to join a well-established company that can offer you professional development and future advancement. Qualified candidates will have a Bachelor's or MBA in Accounting or Finance along with experience in corporate financial planning and analysis. You will be involved in budget planning and reporting across the organization, working closely with domestic and international counterparts to gather and report on operational and financial data across the business. This is an excellent opportunity to join a successful company that will give you excellent top-level exposure within an international corporation. This is a full-time, permanent position offering a salary in the range of $140,00 to $180,000 plus bonus and a comprehensive benefits package. They work are 5 days in the office, so you'd need to be comfortable with that to be considered. Responsibilities include: Report to the Director of Finance and work on the financial analysis, budget and forecast processes Manage the full P&L process from scratch Work closely with business leaders on detailed reports used in high level decision making for the company Collaborate with global finance partners in creating accurate and useful financial reports, analysis and forecasts Qualifications: Bachelor's degree in Accounting or Finance, Masters or MBA preferable Four or more years of experience, preferably a mix of accounting and corporate finance Experience in corporate financial planning and analysis within a mid-sized to large corporation Strong skills in creating and tracking multiple budgets and reporting short and long term results up to the CFO level If you would like to be considered for this or any other position posted by LHH, please email your resume to ******************* or you can visit our web site at *********** .

Luxury Consumer Product Goods Brand NYC Based-5 Days in Office We are seeking a detail-oriented and dynamic Controller to join a growing finance and accounting team within the Luxury CPG multi-category space. This is a pivotal role for a strategic thinker with the ability to seamlessly operate at all levels-from high-level financial oversight to hands-on execution reporting to the brand CFO with a small team for oversight. The Controller will lead the financial management functions of the company, ensuring accurate and timely accounting processes while maintaining a strong control environment. This role requires exceptional problem-solving skills, and the flexibility to thrive in a fast-paced, hands-on environment. Key Responsibilities are including but not limited to: Oversee the month-end close process, leading and mentoring a team of three accounting professionals. Actively participate in closing activities, including reconciling revenue, inventory, and COGS accounts. Conduct topline reviews to ensure the accuracy of the month-end close. Define, implement, and maintain a robust internal control framework to safeguard company assets and ensure compliance with financial regulations Prepare and analyze financial statements, delivering clear and actionable insights to senior leadership. Monitor financial performance, identifying areas for improvement and risk mitigation. Partner with cross-functional teams to drive process improvements, streamline workflows, and enhance reporting capabilities. Ensure proper management and optimization of the NetSuite ERP system to support the organization's financial processes. Contribute to the preparation and maintenance of the company's books and records Be ready to engage in tasks at all levels-from senior strategic initiatives to detailed financial operations. Requirements: Finance experience within a CPG brand, preferably beauty. Bachelor's degree in Accounting, Finance, or a related field; CPA or equivalent certification strongly preferred. 7+ years of progressive experience in accounting or finance, with at least 2 years in a Controller role. NetSuite expertise is a must. Solid understanding of GAAP and financial reporting. Experience working in a startup or fast-paced environment is highly desirable. Strong leadership and team management skills, with the ability to mentor and develop accounting professionals. Exceptional organizational, analytical, and problem-solving abilities. Proactive, adaptable, and hands-on approach to work. What We Offer: Competitive salary and benefits package. The opportunity to shape the financial infrastructure of a fast-growing, iconic brand. A collaborative and creative work environment. Salary $150-175K based on experience.

The Sunrise Auto Group is looking for a highly qualified *Experienced Automotive Finance and Insurance Manager to take charge of an already successful dealership. This Suffolk County New York dealership believes that its strength, continued success, future growth and profitability depend on building trusting relationships with our employees, customers and industry partners. We will continually strive to define, improve and operate by setting the highest standards in the retail automobile industry. Finance Manager - Job Responsibilities: Meet dealership sales and F&I goals Maintain high Customer Satisfaction Index scores Explain features, advantages, and benefits regarding options best suited for our clients Processes loan/titling and miscellaneous documents efficiently Maintain great lender relationships Clearly explains all aspects of a customer's purchase ensuring 100% satisfaction Engages in business development and is a team player as we strive for referrals and repeat business Customer Service Professional Finance Manager - Requirements: Previous Finance Management experience is necessary Understand and comply with federal/state/local regulations which affect the new/used vehicle purchase and finance department Professional appearance and strong communications skills Computer skills, Tekion helpful Team oriented Valid driver's license with good driving record Job Type: Full-time Pay: $150,000.00 - $250,000.00 per year Benefits: 401(k) Dental insurance Health insurance Paid time off Schedule: Monday to Friday Weekends as needed Supplemental Pay: Commission pay

Firm, a leading direct lending firm, is looking for an A+ talent to join its accounting team as it experiences significant growth. A private direct lender focused on the deeply underserved and less competitive lower-middle market. In particular, investments in complex and special situations that require distinct underwriting expertise. This is a Direct Lending fund with a strong accounting and ops group. Sell on the role- True hybrid accounting and valuations role, this hire will also get exposure to the deals team, will manage internal and external resources, Job- Controller Or Assistant Controller Looking for: - 6-12 yrs of fund accounting experience public/private out of a fund Straight private or strong fund admin candidates will work as well They will train the candidate on vals -3 days in office! Description: ,A multi-billion global alternative investment firm, is looking for an A+ talent to enhance its accounting and operations as it experiences significant growth. Job description below. Responsibilities: - Review third-party valuation reports as part of the quarterly valuation process - Analyze and review the monthly and quarterly valuations as part of the monthly NAV close process - Provide investment level pricing sensitivity analyses - Determine estimated fund level returns for investors and management - Review annual audited and quarterly unaudited GAAP financial statements - Determine quarterly and ad-hoc cash income distributions for LPs - Review LP call and distribution notices and quarterly statements - Leverage technology/systems to assist with building out internal and external reporting - Manage external fund administrators with daily review of their work product to ensure accuracy - Manage a team of 1-3 individuals (mix of onshore and offshore), train and mentor staff to grow within their roles - Assist with recurring investor reporting and ad hoc investor requests - Analyze investor and fund level returns and performance - Review investor capital activity notices and partners' account statements - Review quarterly and annual publicly filed IFRS financial statements and regulatory reporting of a foreign listed leverage subsidiary - Prepare quarterly board reporting packages - Assist in the setup and launch of new funds and financial products - Manage the audit process with internal and external auditors - Evaluate current financial and accounting processes, propose improvements and help coordinate implementation efforts - Create and distribute ad hoc reporting to relevant parties such as senior management, deal teams, and investors Qualifications: - Bachelor's degree in Business, Accounting, Finance, or a related discipline - 5-8 years working in public and/or private accounting experience (direct-lending a plus) - CPA preferred - Multi-tasker who can work with tight deadlines - Very smart, high IQ - Advanced proficiency with Microsoft Excel. VBA/Macro knowledge a plus. - Can work efficiently and independently - Strong analytical skills - Ability to think outside the box and leverage technology - Attention to details and highly organized - Collegial, collaborative, and very team-oriented - Go-getter, passionate and high positive energy but respectful at the same time - Fully vaccinated and boosted unless have valid exemption Compensation: Competitive Benefits - Top-of-the-line Health Care Plan (Medical, Dental & Vision) - Retirement Plan (401k) - Life Insurance (Basic, Voluntary & AD&D) - Family Leave (Maternity, Paternity) - Short Term & Long Term Disability - Late night meal/travel reimbursement - Monthly $100 cell phone allowance - Summer country club outing, winter holiday party, other team building events throughout the year - Ability to invest in high performing funds at no fees - A collegial high-performing culture and opportunity to work with some of the very best in the industry · - Flexible/hybrid work place: 3 days in office currentlyas fund accounting or investment accounting experience. Up to 225/250 total comp 36862

Our client is a mission-driven organization committed to empowering individuals and communities through innovative programs and services. With a focus on excellence and collaboration, they strive to create meaningful, lasting impact in the lives we touch. They are seeking a Controller to join their team. The Controller will oversee the organization's financial operations, ensuring compliance with accounting standards, regulatory requirements, and internal policies. This role combines strategic leadership with hands-on management to drive accurate reporting, effective fiscal controls, and team development. This Role Offers: Comprehensive benefits package, including medical, dental, and vision insurance. 403(b) retirement plan with a 6% employer match. Four weeks of paid time off. Focus: Oversee the preparation and maintenance of accurate financial records, ensuring timely generation of monthly financial statements. Manage and develop a team, including recruitment, training, performance evaluations, and disciplinary actions as needed. Monitor cash flow, forecast short- and long-term cash requirements, and provide actionable insights. Collaborate with leadership to establish and administer effective fiscal controls and financial strategies. Supervise all cost reporting and external financial audits, liaising with external auditors and regulatory bodies. Provide detailed financial analysis and reporting to leadership, ensuring data-driven decision-making. Ensure compliance with government agency reporting requirements and maintain familiarity with relevant regulations. Develop and implement internal audit procedures and oversee periodic internal audits. Lead efforts to design and enhance financial policies, procedures, and systems. Prepare financial presentations for the Board of Directors and other stakeholders as required. Maintain up-to-date knowledge of industry regulations, tax requirements, and best practices in financial management. Skill Set: Active CPA certification is mandatory. Minimum of 7 years of progressive financial leadership experience, preferably in the nonprofit sector. Expertise in GAAP and regulatory compliance. Proven ability to lead and develop high-performing teams. Strong analytical, communication, and problem-solving skills. About Blue Signal: Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership. Learn more at bit.ly/3IKiOzm

The Finance Manager is responsible for their portfolio of condominiums and/or cooperatives in New York City. This position will require you to meet deadlines in the appropriate assigned projects. The ideal candidate must demonstrate organizational and multitasking skills and have strong financial acumen and ability to understand financial statements. Finance Managers take a consultative approach to building stronger relationships with our boards and specifically our treasurers. We focus on maintaining trust with our clients and elevating the customer experience with FirstService. The focus of the relationship is to provide decision support and analysis that will help the buildings have a stronger financial position. The Finance Manager will act as a strategic intermediary between financial reporting, property management, and the external Board of Directors ("Clients"). This position is focused on elevating client satisfaction by strengthening client relationships; additionally, the role involves facilitating effective communication and coordinating efforts across internal departments to ensure seamless service delivery. Your Responsibilities: The job duties listed are typical examples of the work performed by positions in this job classification. Not all duties assigned to every position are included, nor is it expected that all positions will be assigned every duty. Building and maintaining close relationships with treasurers and boards and provide ongoing decision support to keep the buildings in good financial order. Responsible for review of high volume of reports and perform various analyses of monthly/quarterly/annual reports, with excellent attention to detail and a proper sense of urgency. Responding to clients' questions and providing helpful feedback and suggestions within Financial Management area. Participate in client meetings. Assisting in the onboarding of new properties. Prepare Form 1098 filings, facilitating precise reporting for mortgage interest deductions. Building, maintaining, and improving relations between Client Accounting team, Property Managers and our clients. Review and present monthly financial statements. Offering guidance and expert advice to clients regarding our company's Financial Management procedures and reporting processes. Assist Team Leaders in the budgeting process. Perform special projects and other duties as assigned. Skills & Qualifications: Bachelor's degree in accounting or finance from a four-year college or university, or related work experience is preferred. 3 - 5 years of experience in business partner role, with client-related experience preferred. Demonstrated commitment to delivering excellent client experiences and maintaining high client satisfaction levels. Knowledge of assets, cash balance, and availability of funds for projects and cash flow management for capital improvements. Excellent organization, motivation, leadership, management, and interpersonal skills. Critical thinking, complex problem solving, judgement and decision-making ability. Strong verbal, presentation, and written communication skills. Ability to communicate and provide guidance to all employee and client levels. Must have strong proficiency in Windows and Microsoft Office, including but not limited to Word, Excel, Power Point and Outlook. Previous experience with financial and accounting programs such as Yardi, MDS or other property management accounting software is a plus. Must be able to keep up in a fast-paced, ever-changing environment while maintaining a cool, calm, and collected attitude. Ability to work well in a team environment as well as independently. Must be self-driven with the ability to identify, plan and prioritize projects and assignments and be able to hit important deadlines. What We Offer: As a full-time exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision, life insurance, short term disability, legal, and identity theft. You will also be eligible for company paid life insurance, long term disability, and benefits from our employee assistance program. In addition, you will be eligible for paid time off, paid holidays, and a 401k with company match. Compensation: $100000 - $130000 / year

An insurance firm is looking for a Director, Financial Systems to join their team in White Plains, NY. Compensation: $115-125K This role is responsible for the support, enhancement and administration of the Oracle Financial applications (General Ledger, Payables, Receivables, Cash Management and Fixed Assets). Responsibilities: Work closely with finance business users on requirements, and implementation of business processes and new features Work with technology team members and developers to design, QA, and implement new features and system modifications as they relate to the various business units Provide operational support to business users, helping them use Oracle tools efficiently and utilize new functionality Perform QA testing for projects, rollout of new features, bug fixes, upgrades, etc. Conduct conference room pilots, end-user training and testing, and business process engineering Create documentation for business processes, system changes, and any other necessary documentation Coordinate work and manage projects between multiple business groups Qualifications: Bachelor's Degree or equivalent education/experience 5+ years experience working with Oracle EBS R12 Expertise in Multi-Org Oracle Financials, General Ledger, Payables, Receivables, Cash Management and Fixed Assets Knowledge of finance and/or accounting principles Experience in engaging Oracle Support to research and resolve issues Experience with low-level ad-hoc query tools (Toad, SQLPlus) and a working knowledge SQL queries Proven record of good judgment in solving problems and handling challenges Ability and desire to work with technical and non-technical people Excellent written and verbal communication skills Experience with Excel4Apps is a plus

Company: David creates tools to increase muscle and decrease fat. Our first product is a protein bar. More broadly, David is a platform to develop high-protein, low-calorie, blood-sugar-friendly foods that are craveable. This is a compelling opportunity to join an exciting new food brand as we enter a critical growth stage. David is led by CEO Peter Rahal, the Cofounder and Former CEO of RXBAR ($600M exit to Kellogg in 2017). We have strong aspirations to become the most popular high-protein bar in North America and beyond. Role and Responsibilities: The Finance Analyst will support the finance team in various aspects of the company's financial operations, gaining exposure to the full scope of operating a finance team at a high-growth startup. You will work closely with the Director of Finance and the Finance Manager to carry out the Finance team's goal of partnering cross-functionally to drive strong business outcomes at David. Financial Planning and Analysis: Perform budget vs. actual analyses. Create quarterly and annual consolidated financial statements. Support coordination of departmental planning and budget processes. Assist with the monthly financial close process, executing proper transaction categorization, journal entries, and reports. Identify opportunities for system efficiencies and improvements, leading implementation of changes where necessary. Cross-Functional Financial Analysis: Support the Supply Chain team with financial analysis related to improving costs and gaining operational efficiency. Support the Growth team with financial analysis related to unit economics and market expansion. Support the Retail team with financial analysis related to sell-through, promotional activity, and other growth opportunities. Analyze other financial and operational KPIs to help make strategic recommendations to drive strong business outcomes. What you'll bring: Analytical background Strong proficiency with Microsoft Excel and financial modeling High IQ/intellectual horsepower and accurate A self-starting attitude with a love for executing on ideas and moving quickly The ability to operate independently while clearly communicating your priorities and initiatives to the rest of the team Humble, self-aware, and curious A desire to build an early stage CPG company with a mission to help people increase muscle and decrease fat Practicalities: This is a full-time role. Salary: $90-110k per year, inclusive of cash bonus based on attainment of company targets Company equity opportunity 100% covered Health, Vision, Dental Insurance 401(k) Additional perks, such as covered gym expenses Substantial and required PTO We work in the office 5 days per week in New York City - when culture lines up, it is fun to be in the office together. Application Process: Applications will be evaluated on a rolling basis. The target start date for this role is Summer 2025.

Seeking an experienced financial analyst for a full-time, in-person investment banking/PE role at a highly-successful boutique investment banking and PE firm in expansion mode in Greenwich, Connecticut. The firm specializes in asset finance for corporate clients with >$40 billion in annual revenue and has recently expanded into renewable energy. Min. of 3-years of financial analysis experience (DCF, Excel modeling, balance sheet analysis, lease analysis, tax analysis, fund modeling, etc.) . You will be part of a team serving our clients and supporting deals. The financial analysis positions at our firm are long-term roles and not viewed as an entry to a sales or marketing role. However, they do involve customer engagement and some travel. Must be hard-working, self-motivated, eager to engage with customers and ready for a high-pressure environment, as the firm structures and places financing for high-value assets for ultra-large corporate clients (no individual or retail customers). The firm also has an asset management business with a focus on sustainable aviation fuel. Given our size, all staff are involved in all activities. Ideal candidate is currently an analyst at an investment bank. You will have (or obtain) the following licenses: SIE, 7, 66 and 79. Familiarity with financial reporting is a plus.

Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leader in commercial real estate, seamlessly powering every phase of the property life cycle. Newmark's comprehensive suite of services and products is uniquely tailored to each client, from owners to occupiers, investors to founders, and startups to blue-chip companies. Combining the platform's global reach with market intelligence in both established and emerging property markets, Newmark provides superior service to clients across the industry spectrum. For the twelve months ended September 30, 2024, Newmark generated revenues of approximately $2.6 billion. As of that same date, Newmark's company-owned offices, together with its business partners, operated from nearly 170 offices with more than 7,800 professionals around the world. To learn more, visit nmrk.com or follow @newmark. Job Summary We are seeking a highly motivated individual who will assist with performing financial analysis, monitoring properties' financial and physical condition for elevated risk situations and take appropriate actions to communicate such risks. Essential Duties and Responsibilities Ability to work successfully for a high-volume team, which requires superior time management skills and willingness to work long hours Build and manipulate complex cash flow models using Argus Enterprise and Excel. Build and manipulate joint venture models. Analyze, review, and interpret real estate source documents, including income statements, rent rolls, budgets, CAM reconciliations, loan documents, leases, appraisals, property condition reports, environmental site assessments, corporate financial analysis, and other due diligence material. Oversee research of market conditions in support of financial underwriting assumptions, and market reports or white papers. Respond to investor due diligence questions and assist with financial due diligence. Develop and train junior analyst peers in the healthcare capital markets practice. Contribute to group's sales and rent comparable databases (overseen/managed by the team's transaction manager) Assist in the creation of Broker Opinion of Values and Offering Memoranda, including analysis of financials, tenants, and markets. Become proficient in databases including, CoStar, Revista, Definitive Healthcare, and Real Capital Analytics. Develop and maintain market knowledge of the medical office industry y Skills, Education, and Experience Bachelor's degree in real estate, finance, accounting, economics, or equivalent experience High level of proficiency in Microsoft Excel, specifically in real estate promote and waterfall analyses, discounted cash flow valuations, etc. Proficiency in Argus Enterprise with complex lease and recovery structures (medical office, retail, or office) Excellent attention to detail and time management skills Experience with high volume/portfolios is preferred Intellectual curiosity with a demonstrated enthusiasm for the commercial real estate industry Excellent quantitative and analytical skills in combination with outstanding communication skills (both oral and written) Demonstrated understanding of lease terms, including reimbursement structures, purchase options, ROFO/ROFRs, termination options, etc. Qualifications Bachelor's degree in accounting, Finance, Economics, Real Estate, or other related fields GSE Experience a plus Able to travel minimum of 10-20% Salary: $80,000 - $95,000 annually The expected base salary for this position ranges from $80,000 to $95,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). Working Conditions: Normal working conditions with the absence of disagreeable elements. Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.