Finance manager jobs in Mount Kisco, NY - 774 jobs

Who We Are and Why Join Us At OnMed our purpose is simple but powerful…to improve the quality of life and sense of well-being in our communities by bringing access to healthcare to everyone, everywhere. Our path to everywhere has already begun, with our innovative CareStation, a small but mighty, Clinic-in-a-Box, bringing #healthcareaccess anywhere with an outlet to plug it in. Poised to become a key component in America's public health infrastructure, the OnMed CareStation is the only tech-enabled, human-led, hybrid care solution that combines the comprehensive experience, trust and outcomes of a clinic, with the rapid scalability of virtual care. At OnMed, every role, everyday, is directly impacting the communities we serve. You'll join a high-performing purpose-driven team, innovating to break down the barriers that keep people from the care they need. This is not just a job…it's a movement to bring access to healthcare where and when people need it most. It's healthcare that shows up. Who You Are You are a strategic finance leader responsible for driving financial planning, forecasting, analysis, and insights that enable data-driven decision-making across the organization. This role partners closely with the senior leadership team to shape financial strategy, improve forecasting accuracy, and ensure financial discipline as the company scales. In addition, you will oversee rigorous financial reporting processes required of a public company, ensuring full compliance with SEC regulations, GAAP standards, internal controls, and quarterly/annual disclosure requirements. This role requires an unwavering commitment to precision, consistency, and governance in a highly regulated, public company environment. Role's Responsibilities Strategic Financial Leadership Lead the company's annual operating plan, long-term financial planning, rolling forecasts, and budgeting processes to meet stringent regulatory, analyst and investor requirements. Provide strategic recommendations to the executive team based on financial analysis, business performance trends, and market dynamics. Act as a key advisor to the CFO and CEO on financial strategy, capital allocation, and business priorities. Financial Modeling & Analysis Develop and maintain complex financial models to evaluate business performance, scenario planning, growth initiatives, investments, and new product strategies. Analyze company performance against goals and KPIs; identify risks, opportunities, and corrective actions. Work with CFO, CLO and Controller to prepare financial sections registration statement and ensure SEC compliance. Build defensible valuation models for stakeholders to set pricing. Create roadshow materials and financial presentations for institutional investors. Build infrastructure for providing forward guidance to the market. Partner with the Controller to deliver monthly/quarterly reporting packages, providing clear narrative and actionable insights. Establish quarterly earnings reporting processes and analyst relations/ Lead and enhance FP&A processes, systems, tools, and automation to improve accuracy, scalability, and speed. Business Partnership Partner with senior leaders (Sales, Marketing, Operations, Corporate), to analyze performance drivers and guide resource allocation decisions. Translate complex financial concepts into digestible insights for non-financial stakeholders. Collaborate cross-functionally to optimize operational efficiency and resource allocation. Corporate Finance & Board Support Prepare materials for board meetings, investor updates, lenders, and executive reviews. Support capital planning, fundraising activities, external reporting, and due diligence efforts as needed. Perform other related role's responsibilities as assigned. Knowledge, Skills & Abilities Advanced financial modeling, forecasting, and scenario analysis. Strong strategic thinking and ability to translate insights into business decisions. Expert data analysis and performance measurement skills. Exceptional communication and executive-level storytelling. Cross-functional partnership and influence across business units. Proficiency with FP&A systems, ERP platforms, and BI tools. Education & Experience Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or relevant advanced degree preferred. 10+ years of progressive FP&A or corporate finance experience. Strong expertise in financial modeling, forecasting, budgeting, and performance analytics. Demonstrated experience partnering with executive teams and leading strategic financial discussions. Advanced proficiency with Excel/Google Sheets and financial systems (e.g., QBO, NetSuite, or similar). Exceptional communication skills with the ability to simplify complex information. Proven ability to manage competing priorities in a fast-paced, high-growth environment. Experience in high-growth operating environment. Prior experience supporting board-level reporting and investor relations. Familiarity with BI tools (e.g., Looker, Tableau, Power BI). OnMed provides a competitive salary and benefits package, including unlimited PTO and paid holidays. The base salary range for this role is up to $170,000 commensurate with the candidate's experience. OnMed is a proud equal opportunity employer. All qualified applicants will be considered without regard to race, color, creed, religion, gender, sexual orientation, national origin, genetic information, disability, age, marital status, veteran status, or any other category protected by law. #LI-HYBRID #J-18808-Ljbffr

Who We Are and Why Join Us At OnMed our purpose is simple but powerful…to improve the quality of life and sense of well-being in our communities by bringing access to healthcare to everyone, everywhere. Our path to everywhere has already begun, with our innovative CareStation, a small but mighty, Clinic-in-a-Box, bringing #healthcareaccess anywhere with an outlet to plug it in. Poised to become a key component in America's public health infrastructure, the OnMed CareStation is the only tech-enabled, human-led, hybrid care solution that combines the comprehensive experience, trust and outcomes of a clinic, with the rapid scalability of virtual care. At OnMed, every role, everyday, is directly impacting the communities we serve. You'll join a high-performing purpose-driven team, innovating to break down the barriers that keep people from the care they need. This is not just a job…it's a movement to bring access to healthcare where and when people need it most. It's healthcare that shows up. Who You Are You are a strategic finance leader responsible for driving financial planning, forecasting, analysis, and insights that enable data-driven decision-making across the organization. This role partners closely with the senior leadership team to shape financial strategy, improve forecasting accuracy, and ensure financial discipline as the company scales. In addition, you will oversee rigorous financial reporting processes required of a public company, ensuring full compliance with SEC regulations, GAAP standards, internal controls, and quarterly/annual disclosure requirements. This role requires an unwavering commitment to precision, consistency, and governance in a highly regulated, public company environment. Role's Responsibilities Strategic Financial Leadership Lead the company's annual operating plan, long-term financial planning, rolling forecasts, and budgeting processes to meet stringent regulatory, analyst and investor requirements. Provide strategic recommendations to the executive team based on financial analysis, business performance trends, and market dynamics. Act as a key advisor to the CFO and CEO on financial strategy, capital allocation, and business priorities. Financial Modeling & Analysis Develop and maintain complex financial models to evaluate business performance, scenario planning, growth initiatives, investments, and new product strategies. Analyze company performance against goals and KPIs; identify risks, opportunities, and corrective actions. Work with CFO, CLO and Controller to prepare financial sections registration statement and ensure SEC compliance. Build defensible valuation models for stakeholders to set pricing. Create roadshow materials and financial presentations for institutional investors. Build infrastructure for providing forward guidance to the market. Partner with the Controller to deliver monthly/quarterly reporting packages, providing clear narrative and actionable insights. Establish quarterly earnings reporting processes and analyst relations/ Lead and enhance FP&A processes, systems, tools, and automation to improve accuracy, scalability, and speed. Business Partnership Partner with senior leaders (Sales, Marketing, Operations, Corporate), to analyze performance drivers and guide resource allocation decisions. Translate complex financial concepts into digestible insights for non-financial stakeholders. Collaborate cross-functionally to optimize operational efficiency and resource allocation. Corporate Finance & Board Support Prepare materials for board meetings, investor updates, lenders, and executive reviews. Support capital planning, fundraising activities, external reporting, and due diligence efforts as needed. Perform other related role's responsibilities as assigned. Knowledge, Skills & Abilities Advanced financial modeling, forecasting, and scenario analysis. Strong strategic thinking and ability to translate insights into business decisions. Expert data analysis and performance measurement skills. Exceptional communication and executive-level storytelling. Cross-functional partnership and influence across business units. Proficiency with FP&A systems, ERP platforms, and BI tools. Education & Experience Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or relevant advanced degree preferred. 10+ years of progressive FP&A or corporate finance experience. Strong expertise in financial modeling, forecasting, budgeting, and performance analytics. Demonstrated experience partnering with executive teams and leading strategic financial discussions. Advanced proficiency with Excel/Google Sheets and financial systems (e.g., QBO, NetSuite, or similar). Exceptional communication skills with the ability to simplify complex information. Proven ability to manage competing priorities in a fast-paced, high-growth environment. Experience in high-growth operating environment. Prior experience supporting board-level reporting and investor relations. Familiarity with BI tools (e.g., Looker, Tableau, Power BI). OnMed provides a competitive salary and benefits package, including unlimited PTO and paid holidays. The base salary range for this role is up to $170,000 commensurate with the candidate's experience. OnMed is a proud equal opportunity employer. All qualified applicants will be considered without regard to race, color, creed, religion, gender, sexual orientation, national origin, genetic information, disability, age, marital status, veteran status, or any other category protected by law. #LI-HYBRID #J-18808-Ljbffr

A leading roofing supply company is seeking an experienced Financial Reporting and Accounting Leader to oversee corporate accounting and financial reporting. The ideal candidate will have a CPA and significant experience in M&A, along with over 12 years in accounting leadership roles. This position requires strong international accounting operations knowledge and the ability to lead cross-functional teams in a dynamic environment. The salary range is competitive, reflecting the responsibility and expertise required. #J-18808-Ljbffr

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

USP Management, Inc. is seeking a strategic and forward-thinking Finance Director to lead long-term financial planning, investment strategy, and M&A evaluation initiatives for our $95M steel distribution business. This high-impact leadership role is focused on corporate finance and strategic initiatives rather than day-to-day accounting or operational functions. The role will also involve collaborating cross-functionally to drive financial insight and support strategic decision-making. The ideal candidate will bring corporate finance expertise, a collaborative mindset, and the ability to assess financial risks and opportunities as the company prepares for continued growth and potential acquisition scenarios. Responsibility Areas: 1. Strategic Financial Planning Lead company-wide financial modeling, including long-term revenue forecasts, cash flow projections, and scenario planning. Collaborate with accounting to analyze monthly results and extract strategic insights for leadership. Advise CEO and ownership on capital allocation decisions, liquidity optimization, and profitability improvements. 2. Investment & Asset Strategy Coordinate with investment advisors to evaluate opportunities across public markets, commercial real estate, and strategic funds. Conduct diligence on commercial real estate investments, especially those involving corporate-owned assets or surplus capital. Recommend financing structures to optimize returns and mitigate financial risk. 3. Corporate Development and M&A Readiness Prepare the business for a potential acquisition or strategic sale, including identifying valuation drivers, building pitch materials, and coordinating with brokers or bankers. Identify and initiate contact with strategic or financial buyers aligned with our industry and goals. Drive internal readiness through KPI benchmarking, margin analysis, and process documentation. 4. Monthly Financials-Strategic Oversight Review and validate monthly financials for accuracy and consistency prior to external reporting. Analyze and interpret revenue, margins, cash flow, and KPI to provide strategic insights. Act as the primary liaison for bank reporting, preparing financial commentary, and ensuring covenant compliance. Update cash flow and revenue forecasts using monthly financial results and conduct scenario planning. Recommend operational or pricing adjustments based on financial trends. Prepare executive summaries and dashboards for ownership, advisors, and potential acquirers. 5. Cross-Functional Collaboration & Reporting Partner with logistics, sales, and accounting to align financial strategy with business operations. Develop ownership dashboards and executive summaries to track strategic goals. Liaise with banks, ensuring financial accuracy, covenant compliance, and timely reporting. Minimum Qualifications: 8-12 years of experience in corporate finance, investment banking, FP&A, or private equity. Strong proficiency in financial modeling and valuation methodologies (DCF, LBO, market comps). Demonstrated experience in advising or preparing mid-sized businesses for strategic sale or recapitalization. Ability to work cross-functionally and communicate effectively with legal, investment, and real estate partners. Prior experience in industrial, distribution, or asset-heavy business environments. Bachelor's degree in Finance, Economics, Business, or a related field. Bilingual proficiency in English and Korean. Preferred Qualifications: Advanced degree (MBA or equivalent) or professional certifications (e.g., CFA, CPA) in Finance, Economics, Business, or a related field. Familiarity with transaction readiness, pitchbook development, and investor communications. Work Hours: Full‑Time (Monday - Friday, 8:30 AM - 5:30 PM) Embark on an exciting career adventure with us, where we prioritize your well‑being and ongoing professional development. Enjoy a competitive salary and a comprehensive benefits package, including Medical, Dental & Vision Insurance, Paid Vacation, Sick Days & Holidays, Performance Bonuses, Educational Training Reimbursements, Employee Referral Incentives, Lunch Fringe Allowance, Team Lunches/Dinners, Fitness Membership Reimbursements, Employee Birthday Gifts, Service Year Awards, and much more. Join our vibrant team, where we actively seek individuals with the talent and skills to drive our continuous growth and success. Come be a part of something extraordinary! USP is an Equal Opportunity/Affirmative Action Employer - M/F/Disabled/Vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. For any inquiries, please reach out to ****************************. #J-18808-Ljbffr

Director, US Financial Planning & Analysis (FP&A) Job Description Director, US Financial Planning & Analysis (FP&A) Apply now Job Alerts Link Posting Start Date: 12/9/25 Country/Region: United States State/Province: New Jersey Job Location: Fort Lee Place of Employment: Contract Duration: Hiring Pay Range Min: 170,000 Hiring Pay Range Max: 200,000 Director, US Financial Planning & Analysis (FP&A) Kedrion Biopharma Inc. is an international company that collects and fractionates blood plasma to produce and distribute plasma-derived therapeutic products for us in treating and preventing serious diseases, disorders and conditions such as Hemophilia, Primary Immune System Deficiencies and Rh-Sensitization. Job Summary Drive Financial Strategy for a Growing Biopharma Leader! Join Kedrion Biopharma as the Director of U.S. FP&A, where you'll lead financial planning and analysis for our U.S. business. This role is pivotal in shaping strategic decisions, delivering actionable insights, and partnering with senior leadership to drive growth and efficiency. What You'll Do Develop and maintain financial models to support strategic decisions and scenario planning. Analyze variances between actuals and forecasts, identify risks and opportunities, and recommend corrective actions. Prepare management reports and KPIs with clear commentary on performance and budget deviations. Collaborate with senior leadership and cross-functional teams to deliver financial recommendations that enhance business performance. Mentor and develop FP&A team members, fostering a collaborative and growth-oriented culture. Coordinate annual budget processes and oversee organizational spend, including Commercial, Consulting, Travel, and Headcount. Support cost center reporting and analysis, partnering with plant and site leadership to maintain results and drive improvements. Ensure timely corporate report submissions, support audits, and represent Finance in cross-functional projects and lean initiatives. Qualifications Bachelor's degree in Finance, Business Administration, or Economics; MBA or certifications preferred. 8+ years' of experience in Finance or Revenue Operations with increasing responsibility. 3+ years' experience of leading and managing high performing teams. Strong financial acumen, analytical skills, and business judgment. Proficiency in SAP and advanced Excel (pivot tables, vlookups). Excellent communication skills and ability to work independently in a global matrixed organization. Please be advised that our organization participates in E-verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. For more information on E-verify, please contact the Dept. of Homeland Security. Apply now © Kedrion 2025 / Kedrion S.p.A #J-18808-Ljbffr

A leading financial institution is seeking an experienced professional to solicit lease and loan transactions with responsibilities including direct customer engagement and documentation management. Applicants should have a Bachelor's degree and 7+ years of experience in a related field. Competitive salary between $110,000 and $130,000, along with incentive compensation, is offered for the right candidate. #J-18808-Ljbffr

Finance Director Reports To: Chief Financial Officer Category: Full Time, exempt Location: White Plains, NY (In-Person 4 Days, Remote 1 Day at the discretion of supervisor and when scheduling permits it) Salary: $80,000 to $85,000 Summary of the Position As a senior member of the United Way of Westchester and Putnam's Finance Department, this position will be a resource for analytic support on operations and strategic projects and play a key role in the management of the organization's annual budget, general accounting, financial reporting and analysis, revenue management, accounts receivable, accounts payable, audits, and grant vouchering. Please note, this position will be on a fast track for promotion should the candidate excel in their role. About the Organization At the United Way of Westchester and Putnam (UWWP) we believe that WE ARE STRONGER TOGETHER and that it is only by being UNITED that we can change the world for the better. In Westchester and Putnam, more than 40 percent of households are living in poverty or paycheck to paycheck, what we call ALICE (Asset Limited, Income Constrained, Employed). These are often hardworking families struggling to make ends meet and provide a better life for their children. But for these families, when funds run short, they are forced to make impossible choices between childcare, paying the rent, filling a prescription, or fixing a car. They are our preschool teachers, home health aides, and retail salespeople - workers essential to keeping all our communities and economies humming, yet who struggle to pay their own basic bills. We achieve results in three ways. First, by investing dollars or essential goods in programs with proven results. Second, by providing direct services to the community, such as our free 211 Information and Referral Helpline, our Ride United Food Distribution program, our Education United free, bilingual Afterschool Program, and so much more. And finally, by fostering collaborations with community stakeholders, leaders, and partners to change the way we look at and solve problems. Every year, we collaborate with hundreds of nonprofit partners and governmental agencies, and our work positively impacts hundreds of thousands of individuals. Our United Way has a $11 million budget and 35 FT and 50 PT staffers, who collectively generate almost $36 million in impact for Westchester and Putnam families in crisis. Our United Way has a purpose-driven, results-oriented, caring culture, that prioritizes the greater good, working hard, and getting things done, while building mutual trust amongst our teammates, taking risks, and having fun in the process. Core Responsibilities Oversee core accounting activities to ensure accurate and timely reporting, accounts payable, accounts receivable, and payroll processing. Manage two accountants and interface with multiple departments on grant reporting. Oversee all timely grant vouchering to ensure accuracy. Perform monthly closing activities to include reconciliation and analysis. Ensure revenue and expense transactions are properly recorded. Provide support for annual audit and 990. Assist CFO in management of all accounting operations. Improve process efficiencies and document procedures. Job Requirements Professional Characteristics Develop and maintain positive professional relations with all staff, departments, service providers, representatives, and volunteers. Ability to work effectively in a team environment in addition to self‑directed situations with minimal day-to-day supervision. This position requires a highly organized individual, with excellent follow‑up skills and attention to detail, as well as the ability to plan and administer multiple concurrent projects on time and in an efficient manner. Utilize good management and leadership techniques and possess problem solving and decision‑making abilities. Work in a highly collaborative manner to accomplish key projects and initiatives and day-to-day operations through genuine teamwork. Position requires strict adherence to professional, dignified behavior, confidentiality and protection of donor information, and respectfulness whether within the workplace, other not-for-profits, or in the community. Technology Demonstrated proficiency in MS Office Suite (including Excel) as well as various Government Grant Portals and QuickBooks (online). Education and Experience Bachelor's degree required in finance, accounting, or a related field. Additional experience in payroll and human resources is helpful. At least five years of professional experience with some prior nonprofit work preferred. Other Requirements UWWP is considered an “Essential Crisis Response Business” by New York State. Thus, during times of declared disaster, you may be asked to assist with emergency response duties as necessary. For all External and Internal applicants UWWP is committed to fostering a workplace culture that values all perspectives, promotes fair treatment, welcomes full participation at all levels, and upholds the highest standards of respect and professionalism in all interactions. We understand that by valuing the visible and invisible qualities that make everyone who they are and welcoming their unique perspectives, backgrounds, and experiences we further advance our mission, support our communities, and strengthen our organization. Any applicant that is disabled as defined under the American Disabilities Act (herein referred to as the ADA) must be able to perform the essential job functions as listed herein either unaided or with the assistance of a reasonable accommodation to be determined by management on a case‑by‑case individual basis. Statements in this job description are intended to describe the general nature of the work being performed and are not intended as a complete, comprehensive list of all responsibilities, skills required for the position, or duties. How to Apply Please send your resume via email to Richard Moore at ***************. Please reference “Finance Director Position” in the subject line. Because of the sheer volume of applicants expected, no calls please. #J-18808-Ljbffr

FP&A Analyst Finance Full-Time (Hybrid) Norwalk, CT, US We're seeking a naturally curious FP&A Analyst who is comfortable with numbers and excited to develop foundational skills in FP&A. In this role, the candidate will have opportunities to grow, contribute to meaningful work, and gain real insight into how strategic decisions are made. FP&A sits at the center of the business, helping teams make informed decisions and ensuring consistent financial insight across the organization. This role is a great opportunity for an early-career professional who is eager to learn how a business operates and wants hands-on experience with forecasting, financial modeling, and reporting. You will join a small, supportive team that develops reporting tools, such as Power BI dashboards, to help departments across the company. In this role, you'll quickly gain exposure to commercial teams as you learn to analyze large datasets, create reports, and support key decision-making processes. PRIMARY RESPONSIBILITIES Support the reporting of financial and operating metrics (sales, margin, customer data) and help explain performance trends Assist in analyzing results against budget and identifying potential risks or opportunities Work with teams across the business to provide regular and ad hoc forecasts Help produce quarterly royalty statements for external partners Provide analytical support to Marketing, including campaign and subscription performance analysis Work closely with Finance team members on management accounts and reporting Assist with marketing-related accruals Partner with the Data team to support the development of Power BI dashboards and reporting tools Assist in preparing annual budgets, reforecasts, and long-range planning models Help translate data into meaningful insights for business partners Provide support with brand partner proposals as needed Complete ad hoc analysis and reporting assignments EDUCATION 2-4 years of experience in FP&A, Finance, or another analytical role High School Diploma (required) EXPERIENCE & KNOWLEDGE Strong Excel skills (required) Experience with financial analysis (required) Experience with financial modeling (a plus) Strong numerical skills and comfort working with data Proven track record of work ownership Detail-oriented with accountability to deadlines QUALITIES Willingness to learn complex financial concepts Curious mindset and interest in understanding how numbers connect to business performance Self-motivated with eagerness to grow Well-organized and able to manage multiple tasks Strong communication skills and ability to work collaboratively across cross-functional teams Interest in wine is a bonus-not a requirement Team-oriented approach and willingness to learn from others BENEFITS Full-time employees receive a complete benefits package, including: 401(k) with employer match Medical, Dental, and Vision benefits Company-paid Life and Disability Insurance Flexible Time Off Employee wine discounts and special offers Company-paid WSET Certification Ongoing personal and professional development OUR COMPANY Direct Wines, Inc. is a dynamic, innovative, wine-loving company that helps consumers across the U.S. discover exciting wines that are perfectly suited to their tastes - all with the convenience of home delivery. We are proud to provide a highly personalized wine service in partnership with licensed retailers Laithwaites and The Wall Street Journal - and we are passionate about consumer satisfaction. As the leading Third Party Provider in the alcohol beverage industry, Direct Wines, Inc. provides professional services to licensed wine retailers across the US. These include access to national brands, marketing planning, and execution, logistics support for distribution management and customer service. We offer scalability and economies that individual, state-licensed retailers would struggle to deliver on their own. It is also the role of Direct Wines Inc. to ensure compliance in the highly regulated alcohol beverage industry. Our Company is an equal opportunity employer committed to recognizing and expanding diversity in our work and our outreach to vendors and consumers. We prohibit discrimination against any applicant, employee or business partner based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service-member status or any other status protected by federal, state or local law.

A leading global alternative investment firm is seeking a Tax Manager for its Tax Team. The role involves managing tax compliance processes, providing strategic advice on U.S. tax issues, and enhancing automation in tax reporting. Ideal candidates have over 7 years of relevant experience, a Bachelor's in Accounting, and strong communication skills. Comprehensive benefits and growth opportunities are provided. #J-18808-Ljbffr

Prepares asset, liability, and financial account entries by compiling and analyzing account information. Reporting of data in respective Finance systems. Journal entries Support of month end close Account reconciliations Transactional type responsibilites Special projects within group functions/ accounting as needed General acccounting experience SAP experience required Strong excel knowledge Strong communication skills Enjoys working as part of a team Microsoft suite Experience with building slides and reporting Bachelor degree. Accounting or Finance degree preferred.

Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $20 - $23 per hour depending on experience POSITION PURPOSE As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union Engage in conversations with business members about available commercial loan products and their structures Identify lending opportunities through discussions with business members while opening accounts. Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach. Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services. Recommend improvements to workflows, efficiency, and quality of service. Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources Submit thorough referrals to the Commercial Loan Department Understand the documentation required for initiating a commercial loan application Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality Meet or exceed established performance goals Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services. Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures Performing account and loan intake and funding Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads Effectively perform Lobby Engagement and First Impression Opening daily Ability to open and close the branch as assigned by branch management Requirements: EDUCATION/CERTIFICATION: High School Diploma or equivalent required; Bachelor's degree preferred. NMLS License required. A Notary License is required or must be obtained within 9 months of hire. REQUIRED KNOWLEDGE: Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance EXPERIENCE REQUIRED: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement. SKILLS/ABILITIES: Critical thinker with the ability to creatively solve problems and develop business plans. Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers. Effective communication with team members and peers to foster a supportive and collaborative network. Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members. Needs-based selling with exception product knowledge. Microsoft Office Software.

Savastano Kaufman & Co., is hiring! Savastano Kaufman & Co. is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have an office in Fair Lawn, NJ. Join a rapidly growing organization with a strategic vision and dynamic plan. We're looking for a highly experienced and entrepreneurial Senior Tax Manager or Director (Partner-Track) who thrives in a client-facing environment and is eager to grow into a Partner role. This role is ideal for a strategic thinker with deep tax expertise across a variety of industries, including emerging companies and international clients. You will work with privately held small to mid-sized businesses (ranging from startups to $50M+ in revenue), offering guidance on complex tax matters while leading client relationships, managing internal teams, and helping shape the firm's future. We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! Key Responsibilities Client Engagement & Relationship Management Serve as a primary advisor for a portfolio of clients across a range of industries Lead and grow client relationships with a consultative, solution-oriented approach Manage communications with business owners, C-suite executives, and external stakeholders Tax Compliance & Planning Oversee, review, and prepare federal, state, and international tax returns including: Partnerships, S-Corps, C-Corps, individuals and trust/estate filings Provide proactive tax planning and guidance to maximize client outcomes Address multi-state, international, and sales/use tax matters for diverse client needs Collaborate with legal and financial advisors on estate and trust planning when needed Leadership & Internal Development Mentor and manage tax staff and seniors, providing technical training and professional development Contribute to process improvement and firm initiatives Support business development efforts and identify opportunities for growth within existing and new client relationships Qualifications CPA required 15+ years of progressive public accounting experience with a strong focus on tax Proven ability to manage client relationships and oversee complex engagements Experience with international tax clients is a plus Deep understanding of entity structures, federal and multistate tax law, individual taxation and compliance Comfortable leading multiple engagements in a fast-paced, dynamic environment Entrepreneurial mindset with a clear path and ambition to grow into a partner role Proficient in CCH ProSystem FX, CCH Engagement, QuickBooks, MS Office This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $160,000 - $225,000 annually, commensurate with experience and qualifications. In addition to a rewarding career, we provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term Disability Insurance Ancillary Benefits such as supplemental life insurance and short-term disability options Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Savastano Kaufman & Co., an independent member of the Crete Professionals Alliance, is the brand name under which Savastano Kaufman & Company, LLC and Savastano Kaufman Advisors, LLC and its subsidiary entities provide professional services. Savastano Kaufman & Company, LLC and Savastano Kaufman Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Savastano Kaufman & Company, LLC is a licensed independent CPA firm that provides attest services to its clients, and Savastano Kaufman Advisors, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Savastano Kaufman & Company, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Savastano Kaufman & Co. brand are independently owned and are not liable for the services provided by any other entity providing the services under the Savastano Kaufman & Co. brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Savastano Kaufman & Company, LLC and Savastano Kaufman Advisors, LLC. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law. #LI-KC1 #J-18808-Ljbffr

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

Senior Manager, Tax page is loaded## Senior Manager, Taxlocations: Norwalk, CTtime type: Full timeposted on: Posted Todayjob requisition id: R100117619**POSITION: Senior Manager, Tax****DEPARTMENT: Corporate Accounting****REPORTS TO: Senior Director, Tax****FLSA STATUS: Salaried/Exempt****LEGENDS GLOBAL**Legends Global is the premier partner to the world's greatest live events, venues, and brands. We deliver a fully integrated solution of premium services that keeps our partners front and center through our white-label approach. Our network of 450 venues worldwide, hosting 20,000 events and entertaining 165 million guests each year, is powered by our depth of expertise and level of execution across every component - feasibility & consulting, owner's representation, sales, partnerships, hospitality, merchandise, venue management, and content & booking - of world-class live events and venues.**Join us!****THE ROLE**The Sr. Manager, Tax will play a pivotal role in supporting the Legends Global tax function. This individual will work closely with the Sr. Director, Tax supporting the Company's multi-faceted tax profile and will interface regularly with the worldwide finance team, spanning 21 countries. This position will ensure delivery of high-quality tax accounting and reporting for a variety of entity structures, both domestic and foreign, as well as support the optimization of the Company's tax structure and planning opportunities.**Essential Duties and Responsibilities*** Primarily responsible for completion of all income and franchise tax filings at the local, state, federal and international level in collaboration with the Tax Director and any external consultants that may assist in the process.* Prepare interim and annual income tax provision and required financial statement disclosures as needed for GAAP reporting. Liaise with external auditors to support financial statement audit of tax provision.* Act as an internal consultant and subject matter expert on issues pertaining to Company's ongoing federal, state, and international tax compliance efforts, and responding to inquiries from local taxing and licensing authorities.* Collaborate with foreign and local finance team members regarding all tax matters. Assist facility level personnel, as applicable, in maintaining compliance with all state regulations concerning tax reporting.* Assist in the development and execution of transfer pricing and tax planning, both domestic and international.* Oversee tax audits, liaising with external tax consultants as appropriate.* Assist in the development and publication of policies, end user documentation, internal communications, training, mentoring, and guidance to facility level personnel to foster a robust knowledge base associated with tax compliance.* Identify and implement process improvements.* Make recommendations to Sr. Director, Tax for the strategic direction and internal procedures of the Tax department.* Support the Chief Accounting Officer and Sr. Director, Tax on strategic projects and perform ad hoc projects and analysis.**Qualifications**To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.**Education and/or Experience*** B. S. in Accounting from a four-year college or university* CPA and/or master's in taxation preferred.* 7+ years of diverse tax experience**Skills and Abilities*** Able to understand and apply partnership and corporate tax law, regulations, and reporting requirements to existing domestic and international locations.* Strong analytic and critical thinking skills.* Ability to multitask within a fast-paced environment.* Project management experience with ability to manage competing priorities.* Excellent oral, written, and interpersonal skills.* Strong understanding of GAAP reporting and tax accounting principles, as well as research skills as it relates to domestic and international operations.* Excellent data analysis, accounting, and journal entry skills* Ability to function both independently and as a team member.* Extensive knowledge of Microsoft 365 suite, including proficiency in intermediate Excel skills, and familiarity with accounting software and automation tools.**COMPENSATION**Competitive salary, commensurate with experience, and a generous benefits package that includes medical, dental, vision, life and disability insurance, paid vacation, and 401k plan.**WORKING CONDITIONS**Location: Norwalk, CT**Physical Demands**The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.**NOTE:**The essential responsibilities of this position are described under the headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. Also, this document in no way states or implies that these are the only duties to be performed by the employee occupying this position.*Legends Global is an Equal Opportunity/Affirmative Action employer, and encourages Women, Minorities, Individuals with Disabilities, and protected Veterans to apply. VEVRAA Federal Contractor.*Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area. #J-18808-Ljbffr

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. We are seeking a Risk Manager Loss Control Specialist to join our Commercial Lines team in Somers, NY! T his will start as in-office with the ability for hybrid. This individual will act as the main point of contact for renewal strategy and client contacts, in our large accounts division. We will rely on you to communicate clients' needs to customer service representatives as well as reporting needs to Producers. You will have the exciting opportunity to manage and retain an existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth. WHAT YOU'LL DO: Work closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients. Spend approximately 50-60% of the time outside with customers and new business opportunities. Follow-up to address customer needs and resolve any problems or issues. Ensure proper resources from within the organization are involved with the customer and introduce new products through the other core business groups, where appropriate. Develop service plan and timeline for each client. Implement and monitor service plan. Work with CSR to determine best markets and marketing strategy for customer's coverage and pricing. Aid CSR in negotiating best premium and coverage for customer. Direct CSR in determining best format for renewal process and make sure CSR is acting in a timely manner. Document sales and prospecting information into the sales management database. Encourage and motivate team members to achieve or exceed agency standards. Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer's requests/requirements. Present proposal to customer, ensuring appropriate team members and resources are represented/attend. Promote teamwork and commitment to department/agency goals. Participate in special projects as requested. Remain current on industry trends and information, new product development, legislation, coverages and technology. WHAT YOU'LL NEED: Bachelor's Degree, or an equivalent combination of education and experience may be considered 5+ years' commercial insurance experience Active Property & Casualty Brokers License. Acceptable results of a Motor Vehicle Record and maintenance of minimum acceptable insurance coverages Proficiency in Microsoft Office 365 Exceptional customer service and interpersonal skills WHAT WE OFFER: Base salary + incentive compensation structure Unlimited earning potential Excellent growth and advancement opportunities Discretionary Time Off (DTO) Generous benefits package: health, dental, vision, 401(k), etc. Employee Stock Purchase Plan Target Pay This position will have an annual pay range of $90 - 100k plus potential incentive Pay Range $90,000 - $100,000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. The Power to Be Yourself We are an Equal Opportunity Employer. Brown & Brown is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

Application Type Name: Other- Related Services District Name: Tarrytown Region Name: Lower Hudson Valley Salary Type: Annual wage Salary Category: Range

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

Job Description General Description The Corporate Finance Analyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home. Responsibilities Essential Functions: Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products Monitor existing financing structures along with other peer transactions Build out and maintain financial models related to financing transactions Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s) Assist with investor relations presentation materials and analysis as needed Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams Position Requirements Formal Education and Certification B.A or B.S in Finance, Economics or other related degree Knowledge and Experience 1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus Excellent financial modeling and presentation skills (advanced Excel + PowerPoint) Broad understanding of basic accounting and the ability to interpret financial statements Proficient with Bloomberg functionality Competencies Strong analytical skills with attention to detail Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner Team player: ability to work successfully with a variety of personalities and disciplines across the organization Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners. Excellent work ethic and willingness to contribute broadly to achieve team and company objectives Must be able to handle multiple responsibilities under pressure. Travel This position will not require travel. We are not looking to work with outside employment agencies to fill this role.