Finance Controller jobs at J.P. Morgan - 484 jobs

The American Association for Justice (AAJ) works to preserve the constitutional right to trial by jury and to make sure people have a fair chance to seek justice when they are injured by the negligence or misconduct of others - even when it means taking on the most powerful corporations. AAJ is seeking a Chief Financial Officer (CFO) for its Finance department. The CFO is responsible for providing strategic and day-to-day financial leadership and vision to AAJ and its related organizations. The CFO oversees the Finance team in accounting operations including responsibility over accounting, accounts payable, accounts receivable and payroll. The CFO also ensures that AAJ has the financial systems, controls, and procedures in place for meeting compliance requirements and to support the association. The CFO is a member of the senior management team, reporting to the COO, and is the senior staff liaison to the Association's Audit, Budget, and Retirement Committees. Essential Duties Oversees financial data and presents financial reports in an accurate and timely manner; clearly communicates monthly and annual financial statements; monitors progress and changes and keeps senior leadership, officers, and committees abreast of AAJ's financial status. Provides timely and accurate information to the officers of the Association, Budget Committee, Executive Committee, AAJ Board of Governors. AAJ PAC Board of Trustees, and Endowment Board. Oversees investments of funds for all organizations. Provides senior leadership as staff liaison to the Association's Audit, Budget, Endowment, and Retirement committees. Manages organizational cash flow forecasting and establishes finance and administrative systems to support program operations. Maintains internal control and safeguards receipt of revenue, costs, program budgets, and actual expenditures. Oversees all accounts, ledgers and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements. Designs, establishes, and maintains an organizational structure and staffing to effectively accomplish the department's goals and objectives. Oversees annual insurance renewal in conjunction with the Director of Human Resources. Oversees Controller and Finance team for the annual audit of all organizations. Oversees preparation of tax schedules for completing Form 990 and related schedules. Maintains positive and productive working relationships with all departments, Officers, committees, and Board of Governors. Leads AAJ's senior staff, officers and budget committee in the annual budgeting and planning process. Oversees all financial plans with comparison to actual results with a view to identify, explain and correct variances as appropriate. Ensures compliance with federal and state regulatory and reporting requirements. Serves as a member of the senior management team in the strategic planning process. Assesses the organization and recommends potential changes to drive a more efficient and cost-effective finance function. Reviews and approves all contracts that have a financial impact on the organization and ensures that management is aware of the financial implications of entering into those contracts. Manages relationships with the external investment advisors, brokers, and banks, as well as other advisors to assist in the organization's financial and legal affairs. Qualifications B.S. degree in accounting required. CPA required. Minimum of 15+ years of experience at Director and/or Controller level preferred and supervisory experience of Finance team required. Non-profit association experience required. Exceptional knowledge of financial practices and procedures; experience with public accounting preferred. Experience working with and managing volunteer boards and committees. Forward thinking and big picture oriented. Strong systems management skills with experience implementing financial software systems. Strong communication skills. Must successfully pass a criminal background check. Salary Range:$220,000 - $260,000 Benefits and Perks for Working with AAJ: Hybrid work schedule, onsite Tuesday through Thursday and 100% remote work for the month of August (for most employees) Comprehensive health insurance which includes, medical, dental, vision, life, disability, flexible spending account (FSA), and 401K with an employer match Generous paid leave (e.g., vacation, sick, personal, parental), 11 federal holidays, and paid time off between Christmas and New Years Subsidized metro transit and/or parking benefits Professional development opportunities Company social events Office conveniently located ½ block from Gallery Place/Chinatown metro station in downtown Washington, DC AAJ is an Equal Opportunity Employer. No phone calls please! #J-18808-Ljbffr

A leading nonprofit organization seeks an experienced Chief Financial Officer to provide strategic financial leadership and oversight of core functions, including finance, legal, and risk management. The CFO will support a diverse revenue stream and oversee a significant fundraising campaign. Candidates should have a strong background in nonprofit finance and a commitment to the organization's mission of enhancing communities through tree conservation. #J-18808-Ljbffr

A leading financial consulting firm is looking for an experienced CFO to guide business owners in selling and buying privately held companies. The ideal candidate has at least 5 years in a CFO role and a proven track record in increasing cash flow and acquiring clients. This is a unique opportunity for financial professionals to build a thriving consulting practice while working remotely. The role offers a chance to significantly impact clients' businesses and control one's own career path. #J-18808-Ljbffr

A business process management company in Chicago is seeking a Fractional CFO for its Life Sciences Practice. This remote role requires overseeing enterprise accounting, providing financial insights to clients, and leading financial planning efforts. Ideal candidates will have over 10 years of financial experience, including at least 3 years as a CFO, with a strong understanding of venture-backed companies. Competitive compensation and flexible work model offered. #J-18808-Ljbffr

**About this role** 's Financial Markets Advisory Business** BlackRock's Financial Markets Advisory (FMA) group provides a wide range of services to governments, central banks, and financial institutions globally. FMA leverages the firm's capital markets, data and risk analytics, technology, and financial modeling capabilities while maintaining stringent information barriers and other procedures to protect client sensitive information and manage potential conflicts of interest. FMA advises financial institutions, regulators and government entities on their most critical and complex financial issues - from bank stress-testing to unwinding a portfolio of assets to designing and executing bond purchase programs to support to the economy. We work with our clients' senior management on balance sheet and capital markets exposures as well as a wide range of other strategic, regulatory, and operational challenges. Since our founding in 2008, we have completed over 500 assignments for more than 280 unique clients in over 30 countries. Our technology and analytical capabilities give us a unique ability to respond to client needs. We leverage BlackRock's Aladdin technology platform and the firm's sophisticated capital markets, risk analytics, data management, and financial modeling capabilities to deliver results-oriented consulting and advisory services. Our professionals work out of all BlackRock regions (Americas, EMEA, APAC), allowing FMA to serve clients in different locations and respond to urgent needs as they arise. To deliver the most effective team for any client situation, we assign professionals based on their expertise and can deploy from multiple offices. FMA's hedge advisory team manages and advises on derivatives programs on behalf of clients seeking to hedge capital markets exposure. As part of this offering, the team designs and implements a range of bespoke hedging solutions, primarily for insurance and reinsurance clients, creating the flexibility clients need to decouple investments from liabilities, pursue optimal investment strategies, and create higher yielding portfolios. While the candidate's primary role will be supporting and growing FMA's hedge advisory franchise, the candidate will also gain exposure to a wider range of FMA's capital markets services, supporting offerings such as contingent management, liquidity advisory, transaction support, stress testing, etc. We seek a candidate with capital markets expertise to support FMA clients and their objectives. **Responsibilities:** + Hedge Advisory: Support the design and ongoing management of bespoke hedging strategies on behalf of clients, serving as a derivatives portfolio manager, with a primary focus on interest rate and FX hedging for insurance / reinsurance clients + Fixed Income: Support / lead the execution of fixed income portfolio analyses across recurring and ad-hoc client engagements, with a primary focus on risk management, trading dynamics, and market liquidity + Develop a strong understanding of BlackRock's modeling and analytical capabilities + Perform comprehensive and in-depth market, transaction, and industry research + Stay abreast of relevant market trends + Understand client and business context driving client opportunities and challenges + Participate in client meetings, presentations, and pitches and demonstrate ability to synthesize complex markets and analytics topics to internal and external audiences **Skills / Qualifications:** + 5+ years of experience within the financial services industry, including specific experience with interest rates and/or FX derivatives + Fundamental understanding of collateral management for derivatives programs + Familiarity with hedging dynamics & risk management best practices + Broad understanding of financial institutions, fixed income assets and analytics, and capital markets + Experience working at/with insurance companies, banks and/or other financial institutions clients + Intellectual curiosity and comfort with expanding into unfamiliar topics + Excellent analytical and problem-solving skills + Takes initiative, and is comfortable performing under pressure to manage tight deadlines in a fast-paced, high-intensity environment + Excellent Microsoft Excel skills; knowledge of Python or VBA a plus + Experience with Agency MBS a plus + Experience with VaR modeling a plus + Familiarity with market infrastructure (CCPs & exchanges, Prime Brokerage, etc.) a plus + BA / BS degree For New York, NY Only the salary range for this position is USD$155,000.00 - USD$210,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

**About this role** ** Vice President, Portfolio Finance & Valuation Global Infrastructure Partners (GIP), a standalone division of BlackRock, is a leading global infrastructure investor focused on acquiring, owning, and operating large-scale assets across the energy, transport, digital infrastructure, and water and waste management sectors. Following BlackRock's acquisition of GIP in October 2024, the platform is well-positioned to capitalize on long-term structural trends driving infrastructure growth. GIP's proprietary origination network and deep sector relationships enable the firm to identify high-quality assets and form strategic partnerships with leading corporations and investment firms. Through rigorous analysis and operational expertise, GIP seeks to deliver consistent, attractive returns across both equity and debt strategies. Together, GIP and BlackRock manage over $180 billion in assets, forming the world's largest infrastructure investment platform. Companies within GIP's equity portfolios generate more than $71 billion in annual revenue and employ approximately 116,000 people. **Position Summary:** GIP is seeking a Vice President to join the Portfolio Finance team in a role that will own portfolio valuation for a subset of GIP assets, partner in managing GIP's portfolio monitoring system, as well as support of monthly / quarterly financial understanding and analysis requirements for a portfolio of assets. The VP will be a key interface with GIP's portfolio companies on accounting, reporting and financial analysis. **Key Responsibilities:** + Drive critical operating initiatives within the GIP Business Improvement Team to enhance performance across a portfolio of assets, collaborating closely with Portfolio Company leadership and GIP investment teams. + Support monthly and quarterly portfolio financial planning and analysis (FP&A) activities. + Manage portfolio data, consolidating key financial and operational KPIs within database systems. + Leverage technology (e.g., Chronograph Portfolio Management, Workiva Wdesk) to enhance data quality, reporting efficiency, and analytical outputs, fostering a collaborative financial reporting environment. + Reconcile income statements, balance sheets, and cash flows with corresponding quantitative metrics. + Conduct variance analyses across budgets, forecasts, and actuals, linking financial performance to operational KPIs. + Collaborate with the GIP Business Improvement Team and portfolio company management to validate and interpret data inputs. + Support ad hoc initiatives, including integration and carve-out activities, shared services optimization, board and committee reporting, and audit-related projects. + Other ad hoc projects, investor and Deal Team requests. **Qualifications:** + Bachelor's degree in Finance, Accounting, Economics, or a related field. CFA designation is preferred. + Minimum of 5-7 years of experience in valuation, accounting, FP&A, consulting, or private equity. + Strong financial analysis, cash flow modeling, and valuation analysis experience and proficiency. + Comfortable with database usage, management and administration. + Strong interpersonal skills with the ability to communicate effectively and credibly at executive level. + Previous experience in financial reporting systems: SAP / Hyperion / Other. + A positive attitude, high motivation and ability to maintain a culture based on teamwork, respect & integrity. + Expertise with MS Excel and highly skilled with other MS office products including PowerPoint. + Excellent written and verbal communication and presentation skills. + An inquisitive intellect with a strong analytical bias. + Resilient self-starter with ability to work independently. + Previous experience with private funds, especially private equity and/or infrastructure a plus. For New York, NY Only the salary range for this position is USD$137,500.00 - USD$194,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation. If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment. Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. Practice Overview Accordion's Strategic Finance Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation. By combining extensive operational FP&A experience, data and technology skills, and a proprietary engagement model, we develop and implement tools and processes and deliver solutions that meet the rigor and pace required in a private equity-backed environment. This position can be based in our New York City, Dallas, or Chicago offices and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location. This position is not eligible for immigration sponsorship. What You'll Do: As a Vice President on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP&A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios. The following representative engagements are emblematic of the type of work you will do as a Vice President at Accordion. A financial services company recently emerged from bankruptcy and underwent changes in ownership. They need additional visibility into company-wide financial and operational performance. You are brought in to: Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages Develop a reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate monthly Board and management reporting packages Train the existing FP&A team to run and own process flows and forecast analysis tools A higher education enterprise that scaled-up through a series of acquisitions requires a budget plan, better forecasting tools, and insightful analytics to guide decision-making. You are brought in to: Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes Quarterback a comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership teams Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; despite back-end complexity, deliver reports that remain user friendly for the CFO, FP&A team, and other relevant stakeholders Following the acquisition of three stand-alone businesses, a PE sponsor has identified the need to consolidate operations and establish a singular finance function that will own budgeting, financial reporting, bank reporting, and new CFO onboarding, in order to realize the synergies identified in their investment thesis. Get ready to: Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team Assist in developing highly detailed, week-by-week training plans for each team member Select and implement a robust ERP solution which meets the needs of the newly combined business Build analytical tools and create template reporting You Have: Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus Minimum 6 years of experience at a top tier private equity firm, investment bank, and/or consulting firm working with SaaS and Software companies High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets Transactional finance experience, as well as an understanding of operational finance Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects You Are: Excited to be part of a growing team, with a focus on driving future growth Prepared to assist with the build out and execution project deliverables for Software and SaaS companies, including the development of bottoms up annual budgets and forecasts driven by core operating levers and metrics such as ARR, bookings, retention, and headcount Passionate about delivering exceptional client service Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing) A self-starter with a strong work ethic Full of entrepreneurial spirit and comfortable in a fluid, flat organization Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary A team player, able to work with team members across all levels Someone who enjoys mentoring others and doing meaningful work A leader of others; you lead by example The annual salary for this role ranges from: $153,000 to $210,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity. Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #LI-VL1

An insurance company is seeking a Director of Financial Analysis and Reporting in Hartford, CT. In this leadership role, you will manage a new Flex team tackling various responsibilities across financial planning and analysis (FP&A). This position requires extensive finance experience, critical thinking skills, and the ability to communicate effectively. The annual compensation ranges from $132,800 to $199,200, coupled with a competitive benefits package. Join us to drive continuous improvement and support financial operations in a dynamic environment. #J-18808-Ljbffr

* Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr

BS&P CPAs & Consultants has recently been named one of the Best Companies to Work For in New York State! BS&P prides itself on cultivating a positive and inclusive work environment that fosters collaboration and encourages growth. With a strong commitment to maintaining a healthy work-life balance, providing ample opportunities for professional growth and development, and offering comprehensive employee benefits, we prioritize the well-being and success of our firm's employees. BS&P's dedication to a supportive company culture, coupled with leadership that values and recognizes employee contributions, underscores why the firm is not just a workplace but a community where individuals thrive and find fulfillment in their careers. With over 50 years in business, BS&P is recognized as a trusted business partner in Western New York. The certified public accounting and wealth management firm consists of 65 members. The firm is looking for an in-charge senior accountant with at least five years' experience to join our rapidly growing and energetic firm. Our staff enjoy flexible hours, summer Fridays, full-time remote & hybrid remote work arrangements and dress for your day attire! Overview: an in-charge senior accountant is a mid-level professional who assists with the preparation of complex individual and corporate tax returns and helps review basic types of tax returns while growing professionally within the firm. Position Responsibilities: Prepare complex individual and corporate tax returns Review basic types of tax returns. Assist staff with questions. Perform complex research on tax-related issues and help client with strategic questions. Proactively engage, communicate and build a professional, trusted relationship with all levels of the firm and clients. Complete projects and engagements within realistic budgets. Continue to stay up to date on tax changes. Qualifications Bachelor's/master's degree in accounting with CPA Experience with Corporate and Individual tax returns. Strong communication and organizational skills. Minimum of 5 years of tax preparation experience in public accounting. Proficiency with CCH Axcess and Engagement. The salary range for this position is $85,000 - $100,000 dependent on experience. Why BS&P: Ability to advance within the firm Progressive Career Progression guidance to assist each individual staff member Big firm capabilities, small firm benefits and flexibility Family friendly culture Competitive salary Flexible work schedules Full-Time Remote & Hybrid Remote Work Arrangements Summer Fridays Average of 55 hours a week during tax season Dress for your Day Partner Mentor Program Health Insurance, Dental Insurance, Vision Insurance, 401(k), Life Insurance, Supplemental Short and Long-Term Disability

Principal, Financial Planning & Analysis page is loaded## Principal, Financial Planning & Analysislocations: Boston, MA, United Statestime type: Full timeposted on: Posted Yesterdayjob requisition id: R93222# **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.# # About the RoleThe Principal, Financial Planning & Analysis - Global Operations plays a key role in providing financial insight, analytical support, and operational performance reporting to drive strategic decision-making across the firm's global platform. This position partners closely with business and operation leaders and finance teams to enhance financial visibility, improve cost efficiency, and ensure alignment with organizational goals.This role will be strategic partner to the Head of Global Operations and the Director of Finance, Infrastructure to help achieve business outcomes while ensuring financial excellence. This is a dynamic role that requires strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The role bridges the firm's operational strategy with financial stewardship, execution, and organizational communications while leveraging financial and operational datasets and technology to enhance efficiency and decision-making. **KEY RESPONSIBILITIES*** Develop and maintain financial models, forecasts, and variance analyses for the Global Operations Division.* Support budgeting and long-range planning processes, providing detailed analysis on cost drivers, trends, and efficiency opportunities.* Creation and management of proactive analytics that unlock ideas and enables high-level discussion of investment & growth areas* Partner with global operations teams to monitor key performance indicators (KPIs), identify process improvement areas, and evaluate financial impacts while supporting strategic vision and initiatives .* Drive cost efficiency and operational excellence across the financial and operational processes with a lens on efficiency and scale* Prepare and present monthly and quarterly management reports highlighting performance metrics, expense trends, and operational insights.* Assist with business case development for new initiatives, technology investments, and vendor partnerships.* Perform cost-benefit analyses to evaluate global operations projects and process enhancements.* Continuous evaluation and support for cost allocation, transparency, problem-solving and execution* Collaborate with the global accounting team to ensure accurate accruals, allocations, and financial reporting.* Contribute to continuous improvement of financial reporting tools, data visualization dashboards, and automation initiatives.**SKILLS & COMPETENCIES*** Demonstrable 10+ years of relevant work experience in finance with global operations or technology leadership experience, ideally within a global environment.* Strong analytical and quantitative skills with proven ability to interpret complex financial data.* Proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau) a plus.* Strategic thinker with the ability to provide forward-looking analysis and recommendations.* Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.* Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner* Working knowledge of ERP systems (Workday) and financial reporting platforms (Adaptive).* Excellent written and verbal communication skills with the ability to present insights to senior leadership.* Detail-oriented, organized, and proactive with strong problem-solving capabilities.* Ability to thrive in a dynamic, fast-paced, and globally integrated environment.Not sure you meet 100% of our That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.*As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to* *race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law***.* If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ************************************.*At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 120,000 - 225,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. #J-18808-Ljbffr

A leading accounting firm in Cincinnati, OH, is seeking a Chief Financial Officer (CFO) to oversee financial planning and reporting, manage client relationships, and drive strategic initiatives. The ideal candidate will have over 15 years of accounting experience, with at least 10 years in a supervisory role. This role demands strong interpersonal skills, the ability to manage multiple client engagements, and a passion for client service, offering significant opportunities for professional growth and leadership development in a supportive team environment. #J-18808-Ljbffr

JobID: 210687506 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $88,000.00-$125,000.00;Jersey City,NJ $88,000.00-$125,000.00;Columbus,OH $72,000.00-$100,000.00;Plano,TX $76,000.00-$117,000.00 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 21, 2025 and ending July 31, 2025 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Finance & Business Management at JPMorganChase The Office of the Chief Financial Officer (OCFO) is a firmwide function that provides support to manage the business processes, systems, infrastructure and strategy that help sustain and drive the firm's operations and performance. OCFO consists of Global Finance & Business Management, Treasury/Chief Investment Office, Control Management, the Chief Administrative Office and Firmwide Business Resiliency. There are about 16,000 colleagues around the globe within OCFO who work together to support the firm's lines of businesses and functional areas.. What We Look For You will be a creative, innovative team player with analytical, technical, problem solving, planning and organizational skills. You must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex issues in an organized and articulate manner. The ability to build and maintain good clients and colleague relationships is a crucial requirement of the program. Prior experience in an accounting or finance team in a corporate environment is highly beneficial.

JobID: 210698119 JobSchedule: Full time JobShift: Day : The Financial Controller function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. As a Financial Controller Associate, you will assist with balance sheet reconciliation / certification, balance sheet substantiation and GLRS reporting & governance, inter-entity control and governance, manual accounting / bookings to the GL, and operating systems and the month end close process & coordination. Job responsibilities: * Ensure the accuracy and validity of line of business general ledger accounts, including adherence to the firmwide General Ledger Reconciliation & Substantiation (GLRS) standards * Ensure adherence to P&L and Balance Sheet controls owned by Financial Control, including identifying and implementing opportunities for efficiency * Analyze, communicate, and resolve material variances between the general ledger and upstream systems, as defined by line of business Required qualifications, capabilities, and skills: * Bachelor's degree in Accounting * Minimum 3+ years of related experience * Strong understanding of securities and derivatives products; Able to critically challenge with the goal of identifying control issues * General Ledger, financial reporting and month end close responsibilities experience * Comfortable liaising with business and risk managers; relationships and networks within the firm's IB community an advantage * Able to build and maintain partnerships within the various product aligned businesses and across other corporate financial, treasury, and accounting groups * Able to understand business drivers and requirements and influence middle and front office partners to deliver solutions to business issues and problems * Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies * Excellent desktop/spreadsheet/database skills * Excellent organizational and problem-solving skills; able to multi-task in a constantly changing environment * Excellent verbal and written communication skills Preferred qualifications, capabilities, and skills: * Existing relationships and networks within the firm's Investment Bank community an advantage

Join a dynamic role at JPMorgan Chase as a Financial Controller. The Financial Control function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. As a Financial Control Associate, on the Consumer & Community Banking (CCB) team, your role will be responsible for supporting several trading businesses across multiple asset classes. Some of the most common functions and activities that are owned by Financial Controllers are daily and monthly profit and loss (P&L) reconciliations, balance sheet reconciliation, balance sheet substantiation and metric reporting & governance, inter-entity control and governance, manual accounting / bookings to the general ledger, and operating systems as well as reporting controls, and the month end close process & coordination. In this role, you will have regular interaction with various stakeholders outside of your direct team. Your work will be seen, your ideas will be valued, and your growth will be supported. **Responsibilities** + Ensure the integrity and accuracy of the financial data including income statement and balance sheet while supporting the month end, quarter end, and year end activities + Enhance the overall control environment around the financial reporting function and mobilize change wherever possible in order to simplify processes and enhance controls + Drive process improvements and automation initiatives to increase operational efficiency, utilizing Alteryx for workflow automation and data processing + Identify risks proactively, escalate quickly, and drive solutions that keep reporting strong and reliable + Work closely with business partners including Financial Controllers, Product Controllers, Legal Entity Controllers, Capital Markets Middle Office, Technology, Operations and Planning & Analysis teams + Engage in line of business initiatives and projects, work to become the financial control subject matter expert and have the ability to proactively identify process and/or infrastructure enhancements and work with stakeholders to enact change **Required Qualifications, Skills, and Capabilities** + Bachelor's degree in Accounting, Finance, or Business (or equivalent experience) + 1 plus years accounting or industry experience + Experience with financial reporting and month end close responsibilities & understanding of financial products + Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies + Clear communicator with ability to build and maintain partnerships within the various business partners aligned to the businesses and across other corporate financial, treasury, and accounting groups + A growth mindset with a passion for learning and building strong professional networks + Exceptional attention to detail and ability to identify, investigate, and resolve discrepancies in financial data + Proficient desktop/spreadsheet/database skills **Preferred qualifications, capabilities and skills** + Alteryx, Databricks and/or other automation technologies + Familiarity with SEC reporting, US GAAP, and regulatory reporting requirements + Understanding of Mortgage and / or Auto Capital Markets JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

The Financial Controller function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. As a Financial Controller Associate, you will assist with balance sheet reconciliation / certification, balance sheet substantiation and GLRS reporting & governance, inter-entity control and governance, manual accounting / bookings to the GL, and operating systems and the month end close process & coordination. **Job responsibilities:** + Ensure the accuracy and validity of line of business general ledger accounts, including adherence to the firmwide General Ledger Reconciliation & Substantiation (GLRS) standards + Ensure adherence to P&L and Balance Sheet controls owned by Financial Control, including identifying and implementing opportunities for efficiency + Analyze, communicate, and resolve material variances between the general ledger and upstream systems, as defined by line of business **Required qualifications, capabilities, and skills:** + Bachelor's degree in Accounting + Minimum 3+ years of related experience + Strong understanding of securities and derivatives products; Able to critically challenge with the goal of identifying control issues + General Ledger, financial reporting and month end close responsibilities experience + Comfortable liaising with business and risk managers; relationships and networks within the firm's IB community an advantage + Able to build and maintain partnerships within the various product aligned businesses and across other corporate financial, treasury, and accounting groups + Able to understand business drivers and requirements and influence middle and front office partners to deliver solutions to business issues and problems + Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies + Excellent desktop/spreadsheet/database skills + Excellent organizational and problem-solving skills; able to multi-task in a constantly changing environment + Excellent verbal and written communication skills **Preferred qualifications, capabilities, and skills:** + Existing relationships and networks within the firm's Investment Bank community an advantage JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Join a dynamic role at JPMorgan Chase as a Financial Controller. The Financial Control function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. As a Financial Control Associate, on the Consumer & Community Banking (CCB) team, your role will be responsible for supporting several trading businesses across multiple asset classes. Some of the most common functions and activities that are owned by Financial Controllers are daily and monthly profit and loss (P&L) reconciliations, balance sheet reconciliation, balance sheet substantiation and metric reporting & governance, inter-entity control and governance, manual accounting / bookings to the general ledger, and operating systems as well as reporting controls, and the month end close process & coordination. In this role, you will have regular interaction with various stakeholders outside of your direct team. Your work will be seen, your ideas will be valued, and your growth will be supported. Responsibilities Ensure the integrity and accuracy of the financial data including income statement and balance sheet while supporting the month end, quarter end, and year end activities Enhance the overall control environment around the financial reporting function and mobilize change wherever possible in order to simplify processes and enhance controls Drive process improvements and automation initiatives to increase operational efficiency, utilizing Alteryx for workflow automation and data processing Identify risks proactively, escalate quickly, and drive solutions that keep reporting strong and reliable Work closely with business partners including Financial Controllers, Product Controllers, Legal Entity Controllers, Capital Markets Middle Office, Technology, Operations and Planning & Analysis teams Engage in line of business initiatives and projects, work to become the financial control subject matter expert and have the ability to proactively identify process and/or infrastructure enhancements and work with stakeholders to enact change Required Qualifications, Skills, and Capabilities Bachelor's degree in Accounting, Finance, or Business (or equivalent experience) 1 plus years accounting or industry experience Experience with financial reporting and month end close responsibilities & understanding of financial products Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies Clear communicator with ability to build and maintain partnerships within the various business partners aligned to the businesses and across other corporate financial, treasury, and accounting groups A growth mindset with a passion for learning and building strong professional networks Exceptional attention to detail and ability to identify, investigate, and resolve discrepancies in financial data Proficient desktop/spreadsheet/database skills Preferred qualifications, capabilities and skills Alteryx, Databricks and/or other automation technologies Familiarity with SEC reporting, US GAAP, and regulatory reporting requirements Understanding of Mortgage and / or Auto Capital Markets

The Financial Controller function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. As a Financial Controller Associate, you will assist with balance sheet reconciliation / certification, balance sheet substantiation and GLRS reporting & governance, inter-entity control and governance, manual accounting / bookings to the GL, and operating systems and the month end close process & coordination. Job responsibilities: Ensure the accuracy and validity of line of business general ledger accounts, including adherence to the firmwide General Ledger Reconciliation & Substantiation (GLRS) standards Ensure adherence to P&L and Balance Sheet controls owned by Financial Control, including identifying and implementing opportunities for efficiency Analyze, communicate, and resolve material variances between the general ledger and upstream systems, as defined by line of business Required qualifications, capabilities, and skills: Bachelor's degree in Accounting Minimum 3+ years of related experience Strong understanding of securities and derivatives products; Able to critically challenge with the goal of identifying control issues General Ledger, financial reporting and month end close responsibilities experience Comfortable liaising with business and risk managers; relationships and networks within the firm's IB community an advantage Able to build and maintain partnerships within the various product aligned businesses and across other corporate financial, treasury, and accounting groups Able to understand business drivers and requirements and influence middle and front office partners to deliver solutions to business issues and problems Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies Excellent desktop/spreadsheet/database skills Excellent organizational and problem-solving skills; able to multi-task in a constantly changing environment Excellent verbal and written communication skills Preferred qualifications, capabilities, and skills: Existing relationships and networks within the firm's Investment Bank community an advantage

Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. FalconX is seeking an experienced and strategic Director of Treasury Strategies to lead and scale its operational, Banking, crypto and optimization functions. This critical leadership role involves ensuring appropriate operational design controls, bank relationship management, risk mitigation across our digital asset and fiat treasury ecosystems. This position liaise with Product, Accounting, Finance Transformation and Trading teams to drive automation of key processes. The ideal candidate will have a passion for innovation and operational excellence, with a strong background in treasury strategy, risk management and design. Significant experience working in institutional crypto, including settlements, wallet management, custody, and liquidity management, is essential. Key Responsibilities: Treasury Operations Optimization: Assess and implement automation to drive efficiency and accuracy. Ensure assets are segregated (best practice) Banking Infrastructure: Build and maintain robust relationships with global banking partners and payment providers; negotiate terms and drive expansion of banking rails. Cash & Liquidity Management: Optimize liquidity across wallets, exchanges, and bank accounts to support business needs while minimizing idle capital. Control Environment: Develop and enforce operational policies, procedures, and controls in line with best practices and regulatory expectations. Strategic Initiatives: Partner with cross-functional teams (Product, Compliance, Risk, Engineering) to drive automation and improvements in treasury systems and workflows. Foster innovation in treasury operations by adopting emerging tools, technologies, and market opportunities. Strategy & Planning: Develop and implement an operating model for treasury operations that balances short-term capabilities and long-term needs. Risk & Compliance Collaboration: Ensure business operations adhere to internal risk frameworks, audit, and regulatory obligations. Reporting & Metrics: Provide transparency to executive leadership through dashboards, analytics, and key performance indicators related to treasury operations. Cash Optimization: Assess and apply investment strategies for cash and digital assets to optimize returns while effectively controlling risk. Team Leadership: Build, mentor, and lead a high-performing team with a focus on accountability, scalability, and innovation. Operational Efficiency: Streamline operations by pinpointing inefficiencies and deploying automation tools to enhance precision and minimize manual tasks. Collaborate with technology teams to design and implement integrated, efficient workflows. Qualifications: 15+ years of financial services experience in investment or banking operations, with at least 5 years in a leadership role, and experience in the digital asset industry managing treasury processes and teams team is preferred. Deep understanding of cash management, global banking systems, settlement flows, and treasury infrastructure. Significant professional experience managing digital assets in treasury operations with technical expertise in Crypto and a broad understanding of the cryptocurrency ecosystem. Past experience working within a fintech environment is strongly preferred. Proven success in managing counterparty relationships (banking, software vendors) and navigating complex financial operations. Previous experience integrating financial systems is strongly preferred. Excellent analytical, organizational, project, and people management skills. Must be autonomous, detail-oriented, and adept at prioritizing in a fast-paced environment while handling multiple projects simultaneously. Strong interpersonal and communication abilities, with comfort presenting to executives, cross-functional stakeholders, regulators, auditors, and clients. The base pay for this role is expected to be between $230,000 - $311,000 max for a Director level in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.