Private Equity Fund Admin Associate - NAV & Reporting
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively.
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$101k-135k yearly est. 18h ago
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Liquidity Analytics VP - Banking & Treasury
Jpmorgan Chase & Co 4.8
New York, NY job
A leading global financial services firm located in New York is seeking a Vice President for Banking Analytics Liquidity. Responsibilities include supporting liquidity analytics, developing models for liquidity stress testing, and providing insights for regulatory compliance. Candidates must have a bachelor's degree in Finance or related fields, along with 6+ years of experience in financial services. Strong analytical, communication, and organizational skills are essential, along with proficiency in Excel and Python.
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$136k-195k yearly est. 18h ago
Senior Manager - Scorecard Lead & Strategic Projects
American Express 4.8
New York, NY job
At American Express, our culture is built on a 175-year history of innovation, shared
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The Senior Manager - Scorecard Lead & Strategic Projects role is part of Global Strategy, Operations & Performance (GSOP) team within Global Merchant and Network Services (GMNS). GSOP powers day-to-day operations, delivering exceptional merchant & partner experiences, whilst supporting GMNS in achieving its long-term goals. The candidate will be PMO lead for scorecards, lead executive reporting and planning activities; and driving high-impact strategic projects. This role requires strong program management capabilities, the ability to translate complex data into compelling executive-level narratives, and excellence in cross-functional collaboration. The ideal candidate will be a trusted partner enabling data-driven decision-making through clear, concise, and compelling deliverables.
Key Responsibilities include:
Lead the design, development, and ongoing management of scorecards, ensuring accuracy, consistency, and timeliness.
Own the end-to-end MS US scorecard production process, including requirements gathering, data validation, review cycles, and executive delivery.
Lead 1 Analyst to lead and provide oversight of monthly executive reporting and planning activities.
Drive strategic, cross-functional initiatives from concept through execution, ensuring alignment with organizational priorities.
Develop clear, compelling stories and insights from data to inform senior leadership and executive stakeholders.
Create high-quality, executive-level presentations, with a strong emphasis on clarity, structure, and visual storytelling.
Partner closely with cross-functional teams (e.g., Finance and Analytics).
Establish and continuously improve processes, governance, and best practices for scorecards, and strategic project execution.
Manage timelines, risks, dependencies, and stakeholder expectations across multiple concurrent initiatives.
Minimum Qualifications:
3-5 years of proven experience in program or project management, with the ability to manage complex, cross-functional initiatives.
Exceptional storytelling skills, with the ability to synthesize data and insights into clear, actionable narratives for executive audiences.
Demonstrated expertise in creating executive-level presentations, particularly using Microsoft PowerPoint.
Strong proficiency in Microsoft Office especially PowerPoint and Excel skills.
Excellent communication and stakeholder management skills.
Ability to work effectively across teams, balancing diverse perspectives and priorities.
Detail orientated while maintaining a view of the bigger picture
A proactive mindset with a 'can do' attitude
Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits
* Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
$103.8k-174.8k yearly 5d ago
LatAM Sovereign Trader
Barclays Bank 4.6
New York, NY job
To execute trades and manage risk within a defined portfolio of financial instruments and staying informed about market trends and developments to make informed trading decisions. Accountabilities. Execution of buy and sell orders or pricing of liqui Trader, Trade, Business, Monitoring, Banking
$119k-185k yearly est. 1d ago
Truck Driver Regional
21St. Century Personnel 3.2
Syracuse, NY job
Dedicated Regional Truck Driver $5,000 sign on bonus This is a touch freight position and drivers will unload their trucks via the roller rack system by pushing freight down the roller racks to the store employees. 3 loads per week Team work and positive driver communication required
Doubles endorsement preferred but not required
$2,000 - $2,190 average per week (performance based)
$113,880 per year
$215 per day worked. $300 per trailer unload
Training/HOS and safety bonus $80 per month
5 1⁄2 day work week with 34 hr. reset. Must work weekends
900 - 1200 MPW
Requirements:
Must be 21 with a valid Class A CDL license
Must have at least 12 months of solo verifiable Tractor Trailer experience in the past 3 years
Must have a good MVR and background
No job hoppers
Must be able to pass all DOT pre-employment testing
Must park truck in a secure location for time off
Paid orientation in OH
Rental car available or drivers can fly in. Private hotel room. Will dispatch after orientation
Full benefits in 60 days
$2k-2.2k weekly 4d ago
Private Client Banking Advisor
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations.
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$92k-145k yearly est. 1d ago
VP, Central Planning & Analysis - Finance Strategy for CIB
Jpmorgan Chase & Co 4.8
New York, NY job
A leading global financial services firm is seeking a Vice President for its Central Planning & Analysis Team in New York. This role involves owning core planning and analysis activities, collaborating with key stakeholders, and supporting the digital transformation agenda. The ideal candidate will have over 10 years of experience in finance and exceptional leadership skills. Opportunities for strategic influence and senior management interaction abound in this dynamic position.
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$121k-157k yearly est. 18h ago
Billing Specialist
Hale International 3.4
New York, NY job
Billing Specialist - Workday Financials / PSA - Contract
Hale International is supporting a Workday Financials environment approaching a Workday Financials and PSA go-live and is seeking an experienced Billing Specialist to provide hands-on billing support during this critical phase. The focus of this engagement is to take ownership of day-to-day billing operations while the internal accounting team remains focused on implementation, testing, and data validation activities.
This role will play a key part in stabilising billing operations pre- and post-go-live, ensuring accurate invoicing, strong prebill controls, and effective collaboration with project and regional teams.
Key Responsibilities:
Own day-to-day billing operations during the Workday Financials and PSA implementation and go-live period.
Prepare, review, and issue client invoices using Workday Billing / PSA, ensuring accuracy and timeliness.
Partner closely with project managers to review billing inputs, validate time and expense data, and finalise invoices.
Manage hourly, time & expense, and multi-rate project billing, including complex project structures with multiple rates.
Review and validate prebills, resolving discrepancies prior to invoice generation.
Support billing for complex project portfolios spanning multiple regions and teams.
Assist with data validation and billing-related testing activities as required.
Act as a Workday super user, supporting internal users post go-live and helping train the team on Workday billing processes.
Support billing stabilisation and early optimisation following go-live.
Required Experience:
Proven experience as a Billing Specialist or Billing Analyst using Workday Financials and/or Workday PSA.
Strong background in project-based, time & expense, and hourly billing environments.
Experience working closely with project managers and operational teams on billing and invoicing.
Hands-on experience with prebills, rate validation, and invoice accuracy.
Comfortable operating in fast-paced environments during system implementations or transformations.
Strong communication skills and confidence supporting and training end users on billing processes.
Experience with Vantage Point is beneficial but not required.
This is a strong opportunity to step into a hands-on billing role during a Workday Financials and PSA go-live, providing immediate value through operational ownership, billing accuracy, and post-go-live support.
$31k-38k yearly est. 4d ago
Senior Leader, Leveraged Finance & Deal Execution
Bank of America 4.7
New York, NY job
A global financial institution is seeking an experienced professional to join their Leveraged Finance group. You will support the origination, structuring, and execution of syndicated loan and high yield bond transactions. The ideal candidate will possess 3-6+ years in Leveraged Finance, strong analytical and communication skills, and the ability to lead and mentor junior staff. This position offers a salary starting at $275,000 and industry-leading benefits, providing you with resources to thrive in a supportive work environment.
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$275k yearly 2d ago
Director-Compliance
American Express 4.8
New York, NY job
This role will play a critical leadership position within the U.S. Commercial Compliance team supporting the U.S. Corporate Card Programs including vPayment, Business Travel Account, Expense Management & Travel Partnerships, @Work, Corporate Account Setup and Spend Enablement, as well as the U.S. issued Global Dollar Card. This person will provide strategic compliance oversight and effective challenge to ensure business strategies and initiatives are compliant with applicable laws, rules and regulations for Corporate commercial products, capabilities and offerings. The compliance efforts for this position will have a particular focus on product development, marketing strategies, risk management initiatives, rewards and benefits, and customer communications.
Job responsibilities include:
Provide effective challenge over business processes and controls aimed to mitigate risk and ensure compliance with regulatory and policy requirements.
Effectively inform on the development and implementation of policy and regulatory requirements in the areas of UDAP, general card practices, general banking, and other relevant federal, state and local regulations.
Play a critical role within each of the Compliance program elements of the Compliance Target Operating Model, covering BU support functions.
Oversee and effectively challenge on applicable regulations and policies, monitor performance and emerging risks to assess the efficacy of mitigating controls, procedures and practices within the business.
Collaborate with key compliance subject matter experts as well as partners across the Enterprise, such as the General Counsel's Organization, Audit and Operational Excellence groups.
Qualifications
Deep regulatory knowledge of the financial regulations applicable to U.S. corporate card products including UDAP.
Prior credit card industry, compliance, legal or risk experience is a plus.
Strong relationship and leadership skills with proven ability to communicate and collaborate effectively at all levels of the organization.
Ability to exercise good judgment in the development and pursuit of compliant solutions.
Prior experience of leading and developing high performing teams is a plus.
Excellent written, verbal, research, analytical, and interpersonal skills.
Strong project management skills, ability to lead multiple projects and support multiple priorities simultaneously.
Demonstrated ability to make decisions independently, work well under pressure, meet deadlines and adapt easily to frequent change.
Bachelor's degree required; advanced degree preferred.
Salary Range: $123,000.00 to $215,250.00 annually + bonus + equity (if applicable) + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
$123k-215.3k yearly 6d ago
Senior UX/UI Designer
Miller Cooper 2.8
New York, NY job
Job Description
SENIOR UX/UI DESIGNER / DESIGN LEAD
Our Client, a modern digital consulting firm built for the AI era, is looking for a Senior UX/UI Designer/Design Lead to lead design strategy, create net-new concepts, and partner with product and engineering leadership.
HIGHLIGHTS
Own the vision, creation and long-term success of design systems and product experiences.
Hybrid delivery flexibility with client travel and team co-locations (NY, IL, CO).
Be part of the modern digital consulting firm build for the AI era.
HOW YOU'LL CONTRIBUTE:
Own and evolve component-based design systems.
Define patterns, components, and interaction standards.
Align Figma systems with engineering implementation (Storybook).
Ensure accessibility and scalability.
Lead design of net-new concepts.
Translate business strategy into experience vision.
Define experience principles.
Mentor and guide designers.
Establish design workflow and quality standards.
Collaborate with product and engineering leadership.
Influence roadmap decisions through design insight.
ABOUT YOU!
7 + years of UX/UI design experience.
Proven experience leading design systems.
Advanced proficiency in Figma; familiarity with Storybook.
Strong leadership and communication skills.
AN EQUAL OPPORTUNITY EMPLOYER
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including internal equity, market data, the candidate's qualifications- including but not limited to specialty skills, prior relevant industry experience, relevant degrees or certifications (e.g., CPA, JD). The salary range estimate below is inclusive of all departments within the company and offered salaries may vary within the given range between departments. A reasonable estimate of the base salary range for this level is $140,000 to $180,000, not including other competitive benefits
Brooklyn, NY, United States
Job Identification 210688605
Job Category Firmwide Risk and Compliance
Business Unit Corporate Sector
Posting Date 12/01/2025, 09:30 PM
Job Schedule Full time
Job Shift Day
Job Description
Join a team at the forefront of global risk management and regulatory compliance. Make a meaningful impact by supporting critical capital and stress testing initiatives that shape the firm's financial resilience. Collaborate with diverse stakeholders and leverage cutting-edge analytics and business intelligence tools. Grow your expertise in a fast-paced environment where your insights and ideas are valued. Be part of a group that champions innovation, quality, and continuous improvement.
As a Capital and Stress Testing Analyst in the Firmwide Operational Risk team, you help us deliver high-quality analytics, reporting, and process enhancements that support regulatory and internal risk management objectives. You work closely with business lines, corporate functions, and technology partners to execute, monitor, and report on regulatory capital and stress testing across the firm and its international legal entities. You contribute to process improvements and governance, ensuring our risk management practices remain robust and effective. You have the opportunity to drive impactful change and collaborate with colleagues at all levels.
Job Responsibilities
Support the execution of regulatory capital and stress testing processes, including data collection, validation, analysis, and documentation
Produce accurate and timely management and regulatory reports related to capital and stress testing
Develop and prototype tactical reporting solutions using business intelligence tools, especially Tableau
Assess and recommend enhancements to internal processes, reporting workflows, and data management practices
Collaborate with business lines, risk officers, control management, and technology teams to gather requirements and communicate findings
Maintain and elaborate internal governance procedures, standards, and documentation
Perform ad-hoc analyses using operational risk data and advanced Excel functions
Participate in the development and execution of internal projects and regulatory deliverables
Support user acceptance testing for new systems and enhancements
Ensure compliance with internal and external regulatory requirements
Drive initiatives that improve efficiency, control, and quality across reporting and analytics
Required Qualifications, Capabilities, and Skills
Hold a bachelor's degree in Business Administration, Finance, Accounting, or a related discipline
Minimum 5 years' experience in financial services, risk management, or analytical roles
Demonstrate strong analytical, problem-solving, and decision-making skills
Show high attention to detail and commitment to quality assurance
Excel in Microsoft Excel, including database functions
Communicate effectively in written and verbal formats
Build relationships with stakeholders at all levels, including senior management
Work independently and as part of a team, managing multiple priorities under tight deadlines
Create impactful presentations using Microsoft PowerPoint
Apply significant experience with business intelligence and reporting tools, especially Tableau
Ensure accuracy and compliance in all reporting activities
Preferred Qualifications, Capabilities, and Skills
Bring experience in regulatory capital, stress testing, or operational risk
Utilize Alteryx, SAS, or similar programming software for data analysis
Contribute to process re-engineering and control management initiatives
Prototype and develop functional specifications for technology solutions
Perform advanced ad-hoc analyses using operational risk data
Support governance and control documentation for capital and stress testing
Participate in user acceptance testing for new systems and enhancements
About Us
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
About the Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Risk Management helps the firm understand, manage and anticipate risks in a constantly changing environment. The work covers areas such as evaluating country-specific risk, understanding regulatory changes and determining credit worthiness. Risk Management provides independent oversight and maintains an effective control environment.
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$113k-162k yearly est. 18h ago
Product Strategy Consultant
Miller Cooper 2.8
New York, NY job
Job Description
Do you have experience bridging the gap between high-level corporate strategy and tactical product execution? Our client, a modern digital consulting firm built for the AI era, is looking for a Product Strategy Consultant!
HIGHLIGHTS
Own a defined workstream or customer journey, ensuring that daily product decisions are backed by rigorous market research and data.
Serve as a "builder-analyst" who is as comfortable writing user stories in Jira as they are building a strategic narrative in PowerPoint.
Hybrid delivery flexibility with client travel and team co-locations (NY, IL, CO).
Be part of the modern digital consulting firm build for the AI era.
HOW
YOU'LL CONTRIBUTE:
Own a product-based feature set or growth strategy workstream from discovery through delivery.
Transition strategy objectives into actionable delivery plans. Define requirements, write detailed user stories, and align acceptance criteria while managing backlog prioritization.
Partner with UX/UI designers and engineers to ensure strategic intent is reflected in the final build.
Conduct competitive analysis and market research to identify trends and product-market fit opportunities.
Perform data-driven analysis to define Objectives and Key Results (OKRs), validate hypotheses, and measure product success.
Support senior consultants in building growth projections and ROI models for new digital products.
Create high-quality, 'consulting-grade' PowerPoint materials that distill research findings into clear executive presentations.
Assist in facilitating workshops and presentations to align business stakeholders on product priorities.
Use data to build compelling stories that justify product investments and strategic pivots.
ABOUT YOU!
2+ years' experience as a Product Manager, Strategy Analyst, or in a similar consulting role.
Strong proficiency in data analysis and experience using tools to synthesize complex information.
Strong, clear writing skills and a high level of proficiency in PowerPoint/deck building.
Experience using modem AI tools for research, data synthesis, and strategy development.
Comfort working with engineering teams on technical tradeoffs and design literacy to partner with UX.
Curiosity or experience in subscription models, TME (Telecom, Media, Tech) and digital platforms.
AN EQUAL OPPORTUNITY EMPLOYER
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including internal equity, market data, the candidate's qualifications- including but not limited to specialty skills, prior relevant industry experience, relevant degrees or certifications (e.g., CPA, JD). The salary range estimate below is inclusive of all departments within the company and offered salaries may vary within the given range between departments. A reasonable estimate of the base salary range for this level is $125,000 to $155,000, not including other competitive benefits
$125k-155k yearly 21d ago
Relationship Banker - Brooklyn Queens West NY Area
Bank of America 4.7
Howard, NY job
Howard Beach, New York;Maspeth, New York; Ridgewood, New York; Brooklyn, New York; Brooklyn, New York; Brooklyn, New York; Astoria, New York
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*****************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$41k-51k yearly est. 2d ago
Audit Senior Manager
Uhy LLP 4.7
Melville, NY job
# **JOB SUMMARY**As an Audit Senior Manager, you will be a pivotal leader responsible for overseeing and directing the execution of audit engagements across our diverse clientele. Your extensive experience in audit and assurance, combined with exceptional leadership skills, will drive the firm's commitment to delivering top-tier client service, maintaining the highest standards of quality, and fostering the professional growth of your team.# ****Engagement Leadership* Lead and manage a team of audit professionals, including managers, seniors, and staff members, in planning, executing, and concluding audit engagements* Ensure adherence to engagement timelines, budgets, and firm standards Client Relationship Management* Cultivate and maintain strong client relationships, serving as a trusted advisor and primary point of contact for audit engagements* Provide strategic insights and recommendations to clients for enhancing financial processes, controls, and reporting Audit Planning and Strategy* Collaborate with partners and directors to develop comprehensive audit strategies and plans that align with client objectives, risks, and regulatory requirements* Oversee resource allocation, assignment of roles, and development of audit programs Audit Execution, Review and Technical Expertise:* Perform intricate audit procedures and review complex accounting and auditing matters to ensure the accuracy and integrity of financial statements and disclosures* Apply deep technical knowledge of accounting principles (GAAP), auditing standards, and regulations Team Development and Mentorship* Foster a culture of continuous learning and professional growth within the audit team* Provide guidance, mentorship, and coaching to managers, seniors, and staff members, enabling their success and development Quality Control and Assurance* Ensure that audit documentation, reports, and conclusions meet the highest standards of accuracy, completeness, and compliance with firm policies and regulatory guidelines* Implement best practices to enhance the quality and efficiency of audit engagements Business Development* Identify opportunities to expand the firm's client base and service offerings* Contribute to business development activities, including client proposals, presentations, and networking Risk Management* Assess and manage risks associated with audit engagements, including potential areas of concern, conflicts, and liability* Implement strategies to mitigate and minimize risks for the firm and clients Thought Leadership* Stay current with evolving accounting standards, industry trends, and regulatory changes* Share insights and knowledge with the audit team and contribute to the firm's thought leadership initiatives**Supervisory responsibilities*** Will supervise subordinate team members**Work environment*** Work is conducted in a professional office environment with minimal distractions**Physical demands*** Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time* Must be able to lift to 15 pounds at a time**Travel required*** Travel may be frequent and unpredictable, depending on client's needs**Required education and experience*** Bachelor's degree in accounting, finance, or a related field* 8+ years of relevant experience* 5+ years of relevant audit experience within a CPA firm, with progressive leadership responsibilities* CPA license is required; equivalent certifications are required for IT audit* Responsible for completing the minimum CPE credit requirement* Specific positions may require additional industry or specialization certifications**Preferred education and experience*** Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting**Other duties**Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $150,000 to $210,000# **WHO WE ARE**UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER****POSITIVE WORK ENVIRONMENT**Enjoy a collaborative and supportive work environment where teamwork is valued.**ATTRACTIVE COMPENSATION PACKAGES**Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.**COMPREHENSIVE BENEFIT PACKAGE**Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.# **WHO WE ARE**UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER**## POSITIVE WORK ENVIRONMENTEnjoy a collaborative and supportive work environment where teamwork is valued.## ATTRACTIVE COMPENSATION PACKAGESOur compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.## COMPREHENSIVE BENEFIT PACKAGEAccess comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
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$150k-210k yearly 3d ago
Local Class A Tractor Trailer Driver
21St. Century Personnel 3.2
Albany, NY job
Local Truck Driver Now hiring for local dedicated driving position. Drivers will shuttle trailers from Amsterdam to a local offsite yard. 12 hour shifts. Day and night $250 per day. Average $1250 - $1500 per week Requirements:
Must have 6 months solo OTR experience (after training) within the last 12 months
OR
At least 12 months in the past 5 years
A newly trained CDL Driver that is currently employed as a commercial Driver with 4 months with ONE carrier with NO moving violations, no preventable accidents during the time they have held their CDL is also considered an experienced driver
Must have a very good background, MVR and a stable job history
Full benefits in 30 days
Paid 1 day orientation
Newer well-maintained trucks
$1.3k-1.5k weekly 4d ago
Securities Services - Private Equity Fund Administration - Associate
Jpmorgan Chase & Co 4.8
New York, NY job
J.P. Morgan Alternative Fund Services (“AFS”) is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto, and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.
Job Summary:
As a Private Equity Fund Admin Associate within our client administration team, you will support the management of daily client deliverables for Private Equity fund administration clients. Your responsibilities will include assisting with the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also assist in managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a solid understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
Job Responsibilities:
Support all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations.
Stay abreast of industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks.
Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations, and operations.
Ensure adherence to control framework including prescribed policies and procedures.
Assist in ad hoc client projects and internal initiatives.
Collaborate with team members and contribute to staff development while providing oversight and supervision on technical topics and client-related issues.
Review fund governing documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence.
Required qualifications, capabilities, and skills:
A professional accounting qualification (CA, CPA) combined with 4+ years of experience working with Private Equity funds in a fund administration or related capacity.
Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures.
Bachelor's Degree in Accounting, Finance, or MBA.
Ability to work under pressure to meet tight deadlines and balance multiple priorities.
Strong attention to detail and a collaborative management style.
Team player with excellent problem-solving, communication, and client service skills as well as the ability to take ownership and manage projects.
Proficiency in Microsoft Office product suite and advanced MS Excel skills.
Preferred qualifications, capabilities, and skills:
Strong knowledge of Investran or similar integrated Private Equity system a plus.
Investment fund audit experience with a Big 4 firm a plus.
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$101k-135k yearly est. 18h ago
Project Manager
American Express 4.8
New York, NY job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The General Counsel's Organization (GCO) Operations team integrates operational expertise with business acumen to streamline processes and support diverse practice groups within the GCO. By focusing on risk management, financial management, learning and communications, process optimization, technology and innovation, and several other key areas, this team ensures that the GCO operates efficiently and effectively. As the backbone of the GCO, our support spans strategic advice, legal service delivery, project management and significantly contributes to the GCO's strategy enabling it to support the broader organization.
**How will you make an impact in this role?**
The Project Manager in the GCO will be responsible for leading and managing various strategic initiatives and projects within the organization. This role requires a dynamic individual with strong project management skills, excellent communication abilities in written and oral form, and a keen understanding of legal and regulatory requirements.
+ Leading the delivery of strategic and transformational GCO projects and programs.
+ Working on high-impact, executive-sponsored strategic projects in critical focus areas.
+ Providing thought leadership in identifying projects, establishing deliverables, and setting milestones for projects and delegating work as appropriate.
+ Managing project scope, sequencing, and prioritization.
+ Creating communications and updates to key stakeholders/leadership.
+ Partnering with all stakeholders across the organization to ensure strategy and procedural alignment.
+ Synthesizing insights from multiple sources and utilizing frameworks to logically and concisely structure information.
+ Detailed plan management and ability to identify and escalate project risks/issues timely to ensure maximum business benefits are achieved.
**Minimum Qualifications**
+ 3 years of project management experience.
+ Strong project management, decision-making skills, and the ability to resolve complex problems independently.
+ Proven track record of delivering results and exceeding targets.
+ Strong communication skills - both written and verbal - with comfort presenting to audiences of all levels.
+ Strong thought leadership skills, coupled with excellent collaborative and influencing skills.
+ Strong negotiation skills and ability to build strong relationships across different organizations.
+ Ability to focus on strategic objectives and initiatives while managing everyday business needs.
+ Ability to thrive in a dynamic and fast-paced environment.
+ Strong sense of personal accountability and demonstrated self-starter with an ability to navigate successfully through ambiguity, create structure, articulate the big picture, and work with limited supervision.
+ Strong proficiency with Microsoft Office, specifically MS Project, Excel, Copilot and PowerPoint required.
**Preferred Qualifications**
+ Experience in Agile, SAFe, or similar methodologies is beneficial.
+ Agile, PMP certification would be beneficial.
**Qualifications**
Salary Range: $103,750.00 to $174,750.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Legal
**Primary Location:** US-New York-New York
**Schedule** Full-time
**Req ID:** 26001016
$103.8k-174.8k yearly 2d ago
Senior Audit Manager: Lead Engagements & Client Impact
Uhy LLP 4.7
Melville, NY job
A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment.
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$150k-210k yearly 3d ago
Senior Private Tax Strategy Leader
Price Waterhouse Coopers 4.5
Melville, NY job
A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered.
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