Finance Services Director jobs at Moss Adams

Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech. Come join Curacity: Hotel marketing software that turns media into revenue!! Position: Director of Business Operations Reports to: SVP Business Operations Location: New York, NY (Hybrid - in the office Tuesday, Wednesday, Thursday) About Curacity Curacity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology and first-party data through partnerships with top travel publications like AFAR and Travel+Leisure, our platform delivers validated 10×-20× ROI. Named among Inc. 5000's Top 20 Travel & Hospitality Companies and Digiday's Best Content Marketing Platform of 2024, Curacity is headquartered in New York and Stamford, CT. Position Overview We are seeking an experienced Director of Business Operations to lead our internal initiatives and facilitate continued growth through strategic operations and process management. This role will be instrumental in optimizing our internal processes and technology ecosystem while ensuring seamless integration with our proprietary hospitality technology platform. The ideal candidate will combine deep technical expertise in operational technologies, a proven track record of establishing scalable, resource-efficient processes and strong leadership skills with a passion for the hospitality industry. Key Responsibilities Strategic Leadership Develop and execute comprehensive business operations strategy to improve Efficiency Metrics (time to activation, time to first content, time to payment) by 10% Coordinate with product, tech/engineering, sales, and customer success teams to optimize systems performance and consistency Drive innovation, including AI, in our infrastructure to become more scalable, repeatable, and sophisticated, including process automation. Technical Operations Management Oversee end-to-end ad campaign management including trafficking/account setup, process optimization, troubleshooting and problem resolution and reporting Maintain a mastery of our internal tools and systems, including our CRM, Customer Support/Ticketing systems, project management and internal reporting/analytics platforms Ensure accurate, scalable data processing, reporting and billing processes across all customers Establish and maintain a system of regular process/technology audits to ensure compliance with all internal and external SLAs and customer commitments Proactively identify and implement process and technology improvements to provide outstanding experiences and outcomes for our hospitality customers and distribution/content partners Lead the implementation of new products and services as defined by our leadership team Ensure the timely and satisfactory resolution of any customer issues or escalations as identified by the Sales or Customer Success teams Team Leadership & Development Build and manage a high-performing team including platform ops specialists, data processing personnel and billing analysts Mentor team members on hospitality industry best practices and emerging technologies Foster a culture of continuous improvement and data-driven decision making Client & Revenue Focus Partner with Sales, Product, Distribution, Strategy and Customer Success teams to support new business opportunities and client retention initiatives Develop robust platform operations processes that enhance client experience and drive account growth Create and present performance reports and strategic recommendations to hospitality clients and internal stakeholders Required Qualifications Bachelor's degree in Marketing, Business, Economics, Engineering, or related field 6+ years of experience in digital advertising operations with 3+ years in leadership roles Proven expertise with major CRM and operations platforms (Hubspot, ChurnZero, etc.) Experience with hospitality, travel, or advertising technology preferred Strong understanding of hotel technology space Excellent analytical skills with proficiency in data analysis tools and SQL Outstanding communication and presentation skills with ability to translate technical concepts for non-technical stakeholders Preferred Qualifications Experience scaling operations at high-growth technology companies Knowledge of hospitality industry dynamics, booking funnels, and guest journey optimization Background with hotel PMS systems, booking engines, or hospitality technology platforms Certifications in Google Ad Manager, programmatic platforms, or relevant ad tech tools Experience with privacy regulations (GDPR, CCPA) and their impact on hospitality advertising Why Curacity? You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge adtech, with the opportunity to shape the future of hospitality marketing. What We Offer Equity: Stock options are offered to all full-time employees Healthcare: Comprehensive medical and dental insurance plans, long-term disability policy, generous company contribution Retirement: 401(k) match - up to 4% of your total compensation matched dollar-for-dollar (US-based employees) Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-office (3 Days); Multiple “work from anywhere” periods/year PTO: 15 personal days, in addition to 10+ public holiday closure dates Wellness: $100 monthly stipend for health and wellness related activities Recognition: Birthday, anniversary, and other every-day surprises and gifts to recognize the hard work of our team members Culture: Casual, collaborative (and dog friendly!) work environment in the heart of Flatiron with CWJ cold brew on tap Equal Opportunity Curacity is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive team and do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law. We encourage candidates of all backgrounds to apply, and we provide reasonable accommodations during the hiring process for individuals with disabilities, upon request.

Step Into a High-Level Executive Role Without Leaving Your Current Career. Do not pass up this chance, apply quickly if your experience and skills match what is in the following description. Wilshire Financial Group is seeking select high-caliber professionals to join our exclusive CFO / Credit Partner Program. This is a prestigious board-level opportunity that also requires you to serve as a personal guarantor, leveraging your excellent credit standing to help entrepreneurs nationwide access capital and scale their companies all while earning significant passive income and equity ownership. What Makes This Opportunity Stand Out: Board-Level Position: Serve as a CFO and trusted advisor to fast-growing companies Personal Guarantor Role: Utilize your strong personal credit to support funding initiatives (key to program participation) Substantial Passive Income: $30K-$50K+ annually, with potential for more Sign-On Bonus: Up to $10,000 for xevrcyc exceptional candidates Equity Participation: Gain ownership in high-growth ventures you support Remote & Flexible: Maintain your current full-time career while building a second income stream Nationwide Reach: Partner with driven entrepreneurs and business owners across the U.S.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are seeking a Director of Military Affairs - Army with extensive staff and leadership experience at a major military command or higher headquarters. The ideal candidate should possess in-depth knowledge of military leadership structures and installation functions, as well as Army active duty and Reserve Forces programs. This position requires the ability to work weekends and long hours, with at least 120 days of travel per year. Additionally, candidates should have 10 or more years of experience in military community engagement, program development, and advocacy. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Advises the planning, execution, and analysis of Military Affairs service strategies. Collaborates with executive management to establish strategic and operational frameworks and achieve business objectives. Provides consultation and execution support to USAA National Platform issues. Facilitates contact between internal and external partners to complete business agreements and assists with contract negotiations, proof of concepts, and return on investment contract surveys. Collaborates with Marketing and Corporate Affairs partners to ensure accuracy and appropriateness of content and imagery depicting or referencing members of the Armed Forces. Leads and initiates team training opportunities (e.g., New Product information, Marketing Campaign, Eligibility etc.) for Military Affairs Field team and USAA entities. Develops and implements internal Military Affairs processes, policies, and programs to support current and future opportunities. Monitors and evaluates the effectiveness of processes, policies, and programs, adjusting plans as necessary to achieve desired outcomes and address gaps. Facilitates access to Armed Forces installations through dialogue with appropriate levels of military leadership. Represents USAA at selected public events engaging the military community. Advises and trains senior management, new employees, and third-party vendors on military culture and relationship issues. Responsible for the coordination with the Military Affairs field team for trips to military installations. Implements standard processes and management routines to increase efficiency, reduce costs, and improve member experience. Travels regularly to field locations to support team members, assess operations, and maintain positive relationships with key partners. Builds and leads all aspects of a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of experience engaging the military community to include outreach and relationship building, program development and delivery, and community engagement and advocacy. 3 years of direct team lead or management experience required. 20 years of experience serving in the Armed Forces; attendance at the DOD Keystone Course (Enlisted) or Command and General Staff College (Officer). Proven track record of managing distributed teams and delivering measurable results in a fast-paced environment. Strong leadership, communication, and interpersonal skills Strong discernment, and ability to balance critical thinking with practical implementation skills. Analytical approach with the ability to interpret data and make data-driven decisions. Experience working with clients/customers to realize business issues and develop a strategy for the business's direction from the gathered insights. Demonstrated understanding of tactical, operational and planning, program development and project tracking, and an ability to build and understand business metrics. Possession of Military ID card required. What sets you apart: Military assignment serving in a senior military leadership position. Staff and leadership experience serving at a major military command or higher headquarters. Extensive knowledge of military leadership structure and military installation functions. Extensive knowledge of Army active-duty military, and Army Reserve Forces programs and services. Ability to work weekends in support of Army active-duty, and Army Reserve Force activities as necessary. Ability to work long hours and travel a minimum of 120 days per year to include extended overnight trips to include weekends. 10-years or more experience engaging the military community. Compensation range: The salary range for this position is: $127,310 - $243,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Please visit our Brochure: https://www.sedonaaz.gov/home/showpublisheddocument/55***********623408… Range: 30 FLSA: Exempt DIRECTOR OF FINANCIAL SERVICES Class specifications are intended to present a descriptive list of the range of duties performed by employees in the class. Specifications are not intended to reflect all duties performed within the job. DEFINITION Plan, direct, manage and oversee the activities and operations of the Finance Department including accounting, revenue administration, treasury management, financial planning and budgeting; and to provide highly responsible and complex administrative support to the Deputy City Manager. SUPERVISION RECEIVED AND EXERCISED Receives general administrative direction from the Deputy City Manager. Exercises direct supervision over professional, technical and clerical staff. ESSENTIAL AND MARGINAL FUNCTION STATEMENTS--Essential and other important responsibilities and duties may include, but are not limited to, the following: Essential Functions: 1. Responsible for all Financial Services Department activities including the maintenance of accounting systems, the annual audit and Annual Comprehensive Financial Report (ACFR), accounting controls, development of the annual operating and capital budgets, billing, customer service, and financial policies and procedures. 2. Fully invested in the Financial Services Team. Responsible for hiring, training, evaluation, motivation, and morale of the Team. Ensure that the Team has access to professional development opportunities, and support Team members in their individual development goals, including higher education, training, seminars, and conferences. Address challenges and provide corrective direction with encouragement and compassion. 3. Represent the Financial Services Department on the City Leadership Team. Develop positive working relationships with colleagues, elected officials and outside agencies; negotiate and resolve sensitive, significant, and controversial issues. 4. Communicate effectively with the City Manager's Office, colleagues, customers, the City Council and the Financial Services Team. 5. Monitor and evaluate workloads, administrative and support systems, and internal reporting relationships. Identify opportunities for improvement and direct the implementation of changes. 6. Plan, direct and coordinate the Department's work plan; meet with the Team to identify and resolve problems; assign projects and programmatic areas of responsibility; review and evaluate work methods and procedures. 7. Direct and participate in the development and administration of the City's annual budget, working with the Budget Division in the development of the long-term forecast of revenues and both operating and capital expenditures, including scenarios based on changes to the local, regional, state and national economy; present forecasts and budget recommendations to the City Manager and City Council. 8. Work with the Communications Team to encourage public participation in the Citizens' Budget Work Group (CBWG); develop presentations to teach the Group about the budget, budgeting process, Arizona laws that apply to cities, and Home Rule. Lead budget development discussions with the Group and provide Group recommendations to the City Manager and City Council. 9. As necessary, conduct organizational studies, investigations, and operational evaluations; recommend changes to programs, policies, and procedures as appropriate. 10. Actively engage with professional organizations including the Government Finance Officers' Association (GFOA) and the Government Finance Officers' Association of Arizona (GFOAz); stay abreast of new trends and innovations in the fields of finance: budget, accounting, payroll, accounts payable and receivable, treasury, and auditing. 11. Ensure that the City implements all new GASB statements as required. 12. Review, evaluate and recommend improvements to the City's administrative and financial internal control systems and procedures. 13. Periodically review internal controls and software permissions to ensure separation of duties. 14. Prepare a variety of financial reports and statements for the City Manager, City Council, and the public; prepare revenue, expenditure, debt, cost and other statements; prepare various financial reports and analyses requested by the City Manager's Office and City Council. 15. Act as treasurer for the City: review treasury management and investment recommendations, ensure the timely deposit and investment of all City monies, and direct the recording and use of bond proceeds. 16. Maintain all special assessments and restricted fund records including Community Facility Districts and Development Impact Fees (DIF). 17. Work with the City's DIF consultant and the Community Development Department to ensure that new DIF rates are properly calculated, adopted and applied. 18. Respond to and resolve difficult and sensitive citizen inquiries and complaints. 19. Act as the City's Chief Fiscal Officer (CFO) for the purposes of certifying the accuracy of the annual expenditure limitation report and submitting the report to the Arizona Auditor General's Office. 20. Other duties as assigned. QUALIFICATIONS Knowledge of: * Principles of good leadership. * Principles of governmental finance administration. * Principles and practices of municipal budget preparation and administration. * Generally Accepted Accounting Principles (GAAP). * GFOA Best Practices. * Government Accounting Standard Boards (GASB) Statements. * Economic analysis and long-range forecasting. * Financial research and report preparation. * Principles and practices of labor relations and personnel administration. * Enterprise Resource Planning systems. * Microsoft Office suite, including Word, Excel, PowerPoint and Outlook. * Pertinent federal, state, and local laws, codes and regulations including laws regulating the financial administration of City government. * Cash flow management. * Organization and leadership practices. * Complex principles and practices of program development and administration. Ability to: * Work in organized team efforts and assist in problem-solving work-related issues for continuous improvement, cross-training and development. * Engage in active listening with direct reports, colleagues, and others. * Foster a positive work culture of mutual respect, and open communication. * Engage in the open discussion of ideas, plans, and problems, including encouraging team members to respectfully challenge the director and each other when they disagree. * Foster an environment of growth and learning. * Ability to work with the Financial Services Team and the Leadership Team to collectively solve problems and focus on continuous improvement. * Effectively manage change. * Use high emotional intelligence in day-to-day interactions. * Ensure that Financial Services Team members are supported in the organization, planning, and coordination of work. * Delegate authority and responsibility as appropriate. * Hire, develop appropriate training, evaluate, encourage, and motivate team members. * Communicate performance deficiencies with compassion. Develop performance improvement plans that are focused on retention, with achievable goals and expectations. * Identify and respond to community and City Council issues, concerns and needs. * In collaboration with direct and indirect reports, develop, implement and administer broad goals, objectives, and procedures for providing effective and efficient finance services. * Develop and administer large and complex budgets. * Ensure good stewardship of public assets: allocating limited resources in a cost-effective manner, emphasizing transparency and accountability. * Analyze problems, identify alternative solutions, consider consequences of proposed actions and implement recommendations in support of goals. * Research, analyze, and evaluate new service delivery methods, procedures and techniques. * Communicate clearly and concisely, both orally and in writing. Prepare clear, concise, and accurate financial and administrative reports. * Develop and implement GFOA Best Practices as appropriate. * Prepare and review complex financial statements, reports and analyses. * Interpret and apply federal, state and local policies, procedures, laws and regulations. * Establish and maintain effective working relationships with those contacted in the course of work including City and other government officials, community groups, the public, and representatives of the media. * Capable of making sound decisions and demonstrating intellectual capabilities necessary for the role. * Maintain effective audio/visual discrimination and perception to the degree necessary for the successful performance of assigned duties. * Maintain physical condition appropriate to completion of assigned duties and responsibilities. EXPERIENCE AND TRAINING GUIDELINES Other than minimum requirements specified below, any combination of experience and training that would likely provide the required knowledge and abilities to successfully act as the Director of Financial Services is considered qualifying. A typical way to obtain the knowledge and abilities would be: Experience: Five years of increasingly responsible experience in governmental accounting, budgeting and treasury management. Three years in leadership (minimum requirement), preferably at a manager or director level. Training and Education: A bachelor's degree (minimum requirement). Candidate should have completed course work in accounting, finance, business administration or a related field. A master's degree is preferred. Experience in the implementation of ERP system and/or the Tyler Technologies ERP is desirable but not required. Certifications: CPA or GFOA Certified Public Finance Officer (CPFO) is preferred. WORKING CONDITIONS Environmental Conditions: Office environment utilizing computers. Physical Conditions: Essential and other important responsibilities and duties may require maintaining physical condition necessary for sitting for prolonged periods of time and working closely with others. The City of Sedona is an EEOC employer.

Financial Accounting Advisory Services (FAAS) - Director At MGO we believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries - including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of talent: rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special. MGO is a top CPA and advisory firm of 600+ professionals working remotely and in offices throughout the U.S. and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a "Best Place to Work" and is ranked as a leader by Accounting Today and Inside Public Accounting. Job Details: MGO is growing, and we are seeking a motivated, dynamic Financial Accounting Advisory Services Director with a strong passion for client service to join our team. A career in our Client Accounting Services group offers the opportunity to lead and develop future leaders in technical accounting while managing outsourced accounting operations for our clients. This role will primarily serve state and local government and public sector organizations. As a Director, you will work closely with firm leadership and staff teams to deliver hands-on, day-to-day, and project-based client accounting services. You will manage engagements from start to finish, mentor staff, and ensure exceptional client experiences. The ideal candidate will have an entrepreneurial spirit, the ability to sell, and a willingness to roll up their sleeves. You should be comfortable supporting financial audits, leading accounting clean-up projects, and serving as a trusted advisor often in an interim or outsourced CFO or Controller capacity. Core Responsibilities & Essential Functions: * Experience delivering and overseen the day-to-day financial accounting activities for assigned client(s) (successfully playing the controller and CFO role). * Leads go to market strategy responsibilities for the region with proven results. Actively participates as the initiator of new client lead revenue generation with prospects. * Conducts self in a professional manner to develop trust with the client and assigned staff as a trusted adviser. * Ability to manage, mentor and motivate team members. * Ability to prioritize multiple deadlines on a fast-paced environment while maintaining quality of service offerings. * Ability to roll-up their sleeves and perform the activities necessary to successfully deliver on the clients daily, monthly, and quarterly financial needs. * Analyze financial data providing actionable insight that leads to information decision making by the client. * Anticipates, identifies, and resolves client challenges while identifying opportunities for improvement of operations. * Ensures all staff assigned are properly and professionally managed, providing oversight, guidance and to develop through active coaching and training. * Develop and maintain engagement budgets. * Write engagement agreements and statement of work. * This role will require travel to and from client site, some overnight stay required (10-40%). Added Knowledge, Skills and Abilities: * Knowledge of full cycle accounting/finance processes: AR/AP, order-to-cash, procure-to-pay, record-to-report, financial planning & analysis, month end close, reconciliation, intercompany eliminations, consolidation and financial reporting. * Knowledge of best practice policy, procedures and controls. * Knowledge of state & local government/public sector rules and regulations. * Experience/exposure to a variety of accounting platforms: QuickBooks, Xero, Microsoft Dynamics, NetSuite and Sage, and industries, both public and private. Minimum Qualifications: * Bachelor's Degree in Accounting or related field required. * 10+ years of relevant work experience. * Certified Public Accountant (CPA) required. * Experience in professional services (public accounting) with progressive experience in delivery of accounting and financial management solutions. * Strong technical accounting knowledge (US GAAP and GAGAS) * Strong business devlopment skills with a proven track record of generating revenue with new and excisting clients. * Experience working with governmental/public sector entities. * Experienced with Microsoft Office suite of products: Excel, Word, PowerPoint and Outlook. * Commitment to excellence, attention to detail, accountable and reliable with strong work ethic. Why work for MGO? At MGO, we understand that our team members give their very best when they feel fully seen, valued, and supported. Whether you are a seasoned professional ready for your next leadership role, or an emerging talent ready to launch the career of your dreams, we are committed to giving you the tools and guidance to thrive in your own unique way. What's in it for you: * Work at the forefront: Our clients are culture shapers and mavericks breaking new ground in competitive and highly regulated industries. They expect us to deliver truly innovative solutions, built on sound accounting fundamentals, and a vision for the future. That is why we celebrate creative problem solving and seek team members with passion for what's next. * Culture rooted in human care: Our style of relationship development and service delivery is based on the MGO Way, 26 fundamentals that guide our workplace culture. With a focus on mutual trust, personal responsibility, and an inclusive mindset, we believe there is no limit to what we can accomplish together. * Where you can build something: As one of the fastest-growing firms in the nation, there is no end to the opportunities to shape a career you are passionate about. We appreciate an entrepreneurial spirit. Bring your passions, your energy and your ideas to build a meaningful experience for yourself and our clients. * Freedom to give your best: Because you know your goals and motivations, we offer flexible work arrangements, and a progressive time off policy that helps you achieve an optimal work/life balance. * Compensation you deserve: We are happy to fuel your passion with a competitive compensation and benefits package that rewards hard work and motivates you to go beyond. * Pay Range: $160,000 - $250,000 + Performance Bonus where you can earn up to 15% of your base salary per year.

Financial Accounting Advisory Services (FAAS) - Director At MGO we believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries - including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of talent: rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special. MGO is a top CPA and advisory firm of 600+ professionals working remotely and in offices throughout the U.S. and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a “Best Place to Work” and is ranked as a leader by Accounting Today and Inside Public Accounting. Job Details: MGO is growing, and we are seeking a motivated, dynamic Financial Accounting Advisory Services Director with a strong passion for client service to join our team. A career in our Client Accounting Services group offers the opportunity to lead and develop future leaders in technical accounting while managing outsourced accounting operations for our clients. This role will primarily serve state and local government and public sector organizations. As a Director, you will work closely with firm leadership and staff teams to deliver hands-on, day-to-day, and project-based client accounting services. You will manage engagements from start to finish, mentor staff, and ensure exceptional client experiences. The ideal candidate will have an entrepreneurial spirit, the ability to sell, and a willingness to roll up their sleeves. You should be comfortable supporting financial audits, leading accounting clean-up projects, and serving as a trusted advisor often in an interim or outsourced CFO or Controller capacity. Core Responsibilities & Essential Functions: Experience delivering and overseen the day-to-day financial accounting activities for assigned client(s) (successfully playing the controller and CFO role). Leads go to market strategy responsibilities for the region with proven results. Actively participates as the initiator of new client lead revenue generation with prospects. Conducts self in a professional manner to develop trust with the client and assigned staff as a trusted adviser. Ability to manage, mentor and motivate team members. Ability to prioritize multiple deadlines on a fast-paced environment while maintaining quality of service offerings. Ability to roll-up their sleeves and perform the activities necessary to successfully deliver on the clients daily, monthly, and quarterly financial needs. Analyze financial data providing actionable insight that leads to information decision making by the client. Anticipates, identifies, and resolves client challenges while identifying opportunities for improvement of operations. Ensures all staff assigned are properly and professionally managed, providing oversight, guidance and to develop through active coaching and training. Develop and maintain engagement budgets. Write engagement agreements and statement of work. This role will require travel to and from client site, some overnight stay required (10-40%). Added Knowledge, Skills and Abilities: Knowledge of full cycle accounting/finance processes: AR/AP, order-to-cash, procure-to-pay, record-to-report, financial planning & analysis, month end close, reconciliation, intercompany eliminations, consolidation and financial reporting. Knowledge of best practice policy, procedures and controls. Knowledge of state & local government/public sector rules and regulations. Experience/exposure to a variety of accounting platforms: QuickBooks, Xero, Microsoft Dynamics, NetSuite and Sage, and industries, both public and private. Minimum Qualifications: Bachelor's Degree in Accounting or related field required. 10+ years of relevant work experience. Certified Public Accountant (CPA) required. Experience in professional services (public accounting) with progressive experience in delivery of accounting and financial management solutions. Strong technical accounting knowledge (US GAAP and GAGAS) Strong business devlopment skills with a proven track record of generating revenue with new and excisting clients. Experience working with governmental/public sector entities. Experienced with Microsoft Office suite of products: Excel, Word, PowerPoint and Outlook. Commitment to excellence, attention to detail, accountable and reliable with strong work ethic. Why work for MGO? At MGO, we understand that our team members give their very best when they feel fully seen, valued, and supported. Whether you are a seasoned professional ready for your next leadership role, or an emerging talent ready to launch the career of your dreams, we are committed to giving you the tools and guidance to thrive in your own unique way. What's in it for you: Work at the forefront: Our clients are culture shapers and mavericks breaking new ground in competitive and highly regulated industries. They expect us to deliver truly innovative solutions, built on sound accounting fundamentals, and a vision for the future. That is why we celebrate creative problem solving and seek team members with passion for what's next. Culture rooted in human care: Our style of relationship development and service delivery is based on the MGO Way, 26 fundamentals that guide our workplace culture. With a focus on mutual trust, personal responsibility, and an inclusive mindset, we believe there is no limit to what we can accomplish together. Where you can build something: As one of the fastest-growing firms in the nation, there is no end to the opportunities to shape a career you are passionate about. We appreciate an entrepreneurial spirit. Bring your passions, your energy and your ideas to build a meaningful experience for yourself and our clients. Freedom to give your best: Because you know your goals and motivations, we offer flexible work arrangements, and a progressive time off policy that helps you achieve an optimal work/life balance. Compensation you deserve: We are happy to fuel your passion with a competitive compensation and benefits package that rewards hard work and motivates you to go beyond. Pay Range: $160,000 - $250,000 + Performance Bonus where you can earn up to 15% of your base salary per year.

The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. The TAS Director will lead multiple client engagement teams, supporting all elements of execution as well as developing and maintaining client relationships. The TAS Director will also assume practice development responsibilities, including business development, risk management, resource planning, performance management, and cross-selling other BDO services. A qualified candidate should have excellent leadership and technical skills, be results oriented, and have a tenacious work ethic. Job Duties: * Leads client engagement teams throughout every aspect of project deliverable and ensures effective and efficient delivery of quality services * Examines complex deal related issues and provide appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review * Leads the full spectrum of transaction advisory work in multiple engagements including buy-side and sell-side mandates * Sets standards for quality/consistency and bring sophistication to client engagements * Coaches and mentors' staff in key areas, including detailed due diligence, critical decision making, report writing, and project management * Works with engagement teams to compose and otherwise review due diligence reports for presentations to clients evaluating M&A decisions * Ensures client expectations are met, maintains client relationships, and identifies and resolves client issues /concerns * Leverages BDO's firm wide capabilities beyond TAS during client engagements * Assists in identifying risks and issues related to the transaction and effectively communicate to clients * Works alongside TAS practice leadership to further develop practice initiatives and strategy * Identifies and pursues business development opportunities through industry and networking relationships * Leads the development of proposal documents and conducts presentations in pursuit of acquiring new clients * Partners with management members of BDO offices to identify and promote the services of the Transaction Advisory Services practice to existing and perspective clients * In conjunction with the Principal/Managing Director, provides verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process * Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Business Administration, or Finance, required * MBA, preferred Experience: * At least eight (8) years of prior financial statement related professional services experience, required, of which: * Five (5) or more years have been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required * Carve-out experience, preferred * Prior experience interacting and working directly with C-level personnel, preferred * Big 4 or other top tier consulting firm experience, preferred License/Certifications: * CPA, preferred Software: * Strong Excel, Word and PowerPoint skills, required Other Knowledge, Skills & Abilities: * Excellent project management and communication skills, as well as a sense of urgency and drive to help the company service its clients * Demonstrated ability to lead engagements, support/supervise staff and respond to client needs * Solid knowledge of technical accounting areas such as US GAAP * Exhibit an executive presence and strong business acumen * Strong verbal and written communication skills, specifically business writing aptitude * Proven ability to initiate and maintain solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities * Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner * Ability to travel as needed Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $180,000 - $280,000 Maryland Range: $180,000 - $280,000 NYC/Long Island/Westchester Range: $180,000 - $280,000

The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. The TAS Director will lead multiple client engagement teams, supporting all elements of execution as well as developing and maintaining client relationships. The TAS Director will also assume practice development responsibilities, including business development, risk management, resource planning, performance management, and cross-selling other BDO services. A qualified candidate should have excellent leadership and technical skills, be results oriented, and have a tenacious work ethic. Job Duties: Leads client engagement teams throughout every aspect of project deliverable and ensures effective and efficient delivery of quality services Examines complex deal related issues and provide appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review Leads the full spectrum of transaction advisory work in multiple engagements including buy-side and sell-side mandates Sets standards for quality/consistency and bring sophistication to client engagements Coaches and mentors' staff in key areas, including detailed due diligence, critical decision making, report writing, and project management Works with engagement teams to compose and otherwise review due diligence reports for presentations to clients evaluating M&A decisions Ensures client expectations are met, maintains client relationships, and identifies and resolves client issues /concerns Leverages BDO's firm wide capabilities beyond TAS during client engagements Assists in identifying risks and issues related to the transaction and effectively communicate to clients Works alongside TAS practice leadership to further develop practice initiatives and strategy Identifies and pursues business development opportunities through industry and networking relationships Leads the development of proposal documents and conducts presentations in pursuit of acquiring new clients Partners with management members of BDO offices to identify and promote the services of the Transaction Advisory Services practice to existing and perspective clients In conjunction with the Principal/Managing Director, provides verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Business Administration, or Finance, required MBA, preferred Experience: At least eight (8) years of prior financial statement related professional services experience, required, of which: Five (5) or more years have been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required Carve-out experience, preferred Prior experience interacting and working directly with C-level personnel, preferred Big 4 or other top tier consulting firm experience, preferred License/Certifications: CPA, preferred Software: Strong Excel, Word and PowerPoint skills, required Other Knowledge, Skills & Abilities: Excellent project management and communication skills, as well as a sense of urgency and drive to help the company service its clients Demonstrated ability to lead engagements, support/supervise staff and respond to client needs Solid knowledge of technical accounting areas such as US GAAP Exhibit an executive presence and strong business acumen Strong verbal and written communication skills, specifically business writing aptitude Proven ability to initiate and maintain solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner Ability to travel as needed Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $180,000 - $280,000 Maryland Range: $180,000 - $280,000 NYC/Long Island/Westchester Range: $180,000 - $280,000

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Valuation Services Director - Complex Financial Instruments Position Director We are looking to hire a Director of Business Valuation with a focus Complex Financial Instruments (CFI) to be part of our Valuation Team. We offer the opportunity to work on a wide variety of challenging projects that will provide exposure to financial analysis, business and financial modeling and forecasting, and valuations focusing on complex financial instruments and derivatives, including, convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, common and preferred stock and other securities along with private debt instruments, options, warrants, and other derivative products. These services are provided to assist clients with mergers, acquisitions; venture financing and public offerings (IPOs); taxation planning and compliance; financial reporting; and strategic planning. We also support assurance and tax clients pursuant to their valuation needs. Overall Responsibilities: * Establish and maintain an effective sales and marketing process in the Valuation practice area including the following items. Specific growth goals will be established and incorporated in key goals * Maintaining an established referral network * Networking with peers in other geographic markets and in other areas of assurance, tax and business consulting * Contributing thought leadership in practice area * Primary advisor to clients/manage CFI engagement team members * Manager/Oversee/Train/develop other CFI valuation professionals Specific Responsibilities: * Develop and maintain strong relationships with centers of influence and professionals * Effectively manage overall client relationships to exceed client satisfaction * Manage the fundamentals (i.e. realization, utilization, leverage, accounts, receivable, and expenses) * Be a thought leader * Mentor, coach and train staff * Successfully integrate strategy of the firm * Heighten the RSM brand by demonstrating thought leadership and embracing the RSM marketing campaign and programs supported by the firm * Promote cross selling and integrating of service line of business and more Basic Qualifications: * Education: Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred; MBA or other Master's a plus * Professional Certifications: ABV/CPA, ASA or CFA * Experience valuing complex financial instruments * Experience with Option Pricing Models, Monte Carlo and Binomial Models * Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, etc. * Practice development and management, marketing and thought leadership as it relates to complex financial instruments * Successful candidate will have experience in managing client relationships and leveraging them to sell Firm solutions * Ability to exceed client expectations in a sophisticated large consulting or accounting firm environment. Experience with a "Big 4" or national consulting firm providing valuation services including valuation for financial reporting and tax reporting * Demonstrated ability to develop business and a productive referral network * 8+ years in Management/Leadership/Supervisory experience * Database experience with Capital IQ * Proficiency with Microsoft Excel, Word, and PowerPoint * Flexibility to travel to clients and other RSM's offices * Demonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $134,000 - $269,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Your day-to-day may include: Develop and maintain a good working relationship with financial services clients and work effectively with client management and staff at all levels to gather information and perform services. Coach, mentor, and develop team members, to help foster team members' professional growth and develop top performers. Review business processes across multiple risk domains to provide management with an individual assessment of business risk, internal control, and the overall effectiveness and efficiency of the process as well - across the three lines of defense (including internal audit). Manage multiple client engagements simultaneously. Risk management and data analytics experience is key in this role, with an eye toward innovation. Work closely with Grant Thornton partners and other team members to promptly identify and resolve client problems or issues. Work collaboratively with other lines of service and practice areas to deliver other services Work closely with clients and staff to develop client and project risk assessments, implement opportunities, and recommendations regarding business and IT process optimization, profit improvement, cost reduction, fraud prevention, internal control, and compliance. Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence Perform engagement management responsibilities, including performance reviews, task delegation, project scheduling, project financials, quality review and client management Manage business development activities, such as proposals, capture, account teams, whitepapers, conferences, and/or other thought leadership material Adhere to the highest degree of professional standards and strict client confidentiality Understand and manage firm risk on audits and proposals Other duties as assigned You have the following technical skills and qualifications: Bachelor's degree in Accounting or Business. An MBA is a plus. 12+ years of related work experience in a similar global consulting practice servicing financial service industry clients at a national level. One or more of the following certifications: CPA, CISA, CIA, CFA, CAMS Experience performing financial, operational, and IT audits, as well as business process control reviews. Outstanding experience in staff and audit management in an integrated client service team. Ability to manage and develop staff in a highly interactive team environment. Demonstrated experience in practice development, business development, and practice managers. Ability to be a trusted advisor to a client and to bring new and innovated ideas and best practices. Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships. Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment. Outstanding leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills. Computer expertise including knowledge of audit-preparation software and an understanding of the impact of technology. Ability to work additional hours and/or travel as needed. #LI-MM1

Title: Tax Director, Financial Services Department: Tax, Financial Services Supervises: Senior Managers Role Type: Full-time ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: The Tax Director in the Financial Services group here at Anchin will be a senior leadership role responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds. This role will involve managing client relationships, leading tax planning and compliance efforts, ensuring regulatory adherence, and driving business development initiatives. The Tax Director will also be responsible for mentoring and developing a team of tax professionals. RESPONSIBILITIES: Develop and maintain strong relationships with key clients in the financial services industry. Provide high-level tax advisory services, including tax planning, structuring, and compliance. Identify and mitigate tax risks while ensuring compliance with all relevant tax laws and regulations. Keep abreast of changes in tax legislation and ensure clients are informed of relevant updates. Oversee the preparation and review of tax returns, ensuring accuracy and compliance with local, state, and federal regulations. Lead and mentor a team of tax professionals, fostering a collaborative and high-performance culture. Provide guidance and training to staff on technical tax issues and professional development. Identify and pursue new business opportunities within the financial services industry. Develop proposals, pitch to potential clients, and negotiate service agreements. Enhance the firm's market presence through thought leadership, networking, and participation in industry events. Collaborate with internal teams on cross-functional projects and initiatives. Contribute to the overall strategy and growth of the firm. Qualifications: Education: Bachelor's degree (BA/BS) in Accounting, Finance, or a related field. CPA preferred. Experience: 10+ years of experience in tax, with a focus on the financial services industry. Solid experience working with Private Equity and Hedge Funds. Strong knowledge of tax laws and regulations affecting financial services clients. Proven track record of developing and leading high-performing teams. Great analytical and problem-solving skills. Excellent communication and client relationship skills. Proficient in using tax software and Microsoft Office applications. Compensation: Competitive annual salary in the range of $220,000 to $500,000+ based on individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice. Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively. Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally. Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks. Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency. Technologically Proficient: Ability to apply technology solutions to work. Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity. Action Oriented: Proactively seeks out new and challenging work. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************

Job Description Title: Tax Director, Financial Services Department: Tax, Financial Services Supervises: Senior Managers Role Type: Full-time ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: The Tax Director in the Financial Services group here at Anchin will be a senior leadership role responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds. This role will involve managing client relationships, leading tax planning and compliance efforts, ensuring regulatory adherence, and driving business development initiatives. The Tax Director will also be responsible for mentoring and developing a team of tax professionals. RESPONSIBILITIES: Develop and maintain strong relationships with key clients in the financial services industry. Provide high-level tax advisory services, including tax planning, structuring, and compliance. Identify and mitigate tax risks while ensuring compliance with all relevant tax laws and regulations. Keep abreast of changes in tax legislation and ensure clients are informed of relevant updates. Oversee the preparation and review of tax returns, ensuring accuracy and compliance with local, state, and federal regulations. Lead and mentor a team of tax professionals, fostering a collaborative and high-performance culture. Provide guidance and training to staff on technical tax issues and professional development. Identify and pursue new business opportunities within the financial services industry. Develop proposals, pitch to potential clients, and negotiate service agreements. Enhance the firm's market presence through thought leadership, networking, and participation in industry events. Collaborate with internal teams on cross-functional projects and initiatives. Contribute to the overall strategy and growth of the firm. Qualifications: Education: Bachelor's degree (BA/BS) in Accounting, Finance, or a related field. CPA preferred. Experience: 10+ years of experience in tax, with a focus on the financial services industry. Solid experience working with Private Equity and Hedge Funds. Strong knowledge of tax laws and regulations affecting financial services clients. Proven track record of developing and leading high-performing teams. Great analytical and problem-solving skills. Excellent communication and client relationship skills. Proficient in using tax software and Microsoft Office applications. Compensation: Competitive annual salary in the range of $220,000 to $500,000+ based on individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice. Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively. Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally. Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks. Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency. Technologically Proficient: Ability to apply technology solutions to work. Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity. Action Oriented: Proactively seeks out new and challenging work. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************

Basys is a leading merchant services and payment provider for banks across the country. We are a privately held business that continues to experience exponential growth year after year. As a Sales Director, you will be developing relationships with C-level individuals, CFOs, VPs, and Controllers at Financial Institutions; engaging them in partnerships around their merchant services; and completing and closing contracts framing these partnerships Duties & Responsibilities Essential Functions Develop and close partnerships with Banks around their merchant services offerings Maintain a sales pipeline of active engagements with Banks and targeted financial institutions Build relationships with senior leaders of our strategic partners Ensure all deals and pipeline activities are fully documented utilizing our CRM system Provide sales results and team information to the Chief Sales Officer accurately, efficiently, and in a timely manner. Play an active role in creation of various presentations for Senior Management and other key internal and external stakeholders Additional Responsibilities Develop and implement sales tactics that supports the company s objectives; with an ability to profitably grow market share, and develop long-lasting partnerships Assist in the tactical execution of the divisional sales plans that will exceed the divisions assigned budget; create plans for improvement, as needed; implement growth strategies by division, branch, sales territory, strategic partners, clients and end market Driving growth through focused sales activity that results in increased account and market penetration Maintain and report out Sales / Sales Ops KPI s monthly with assistance/input from other key cross functional team members Partner with sales, marketing, and executive leadership to derive insights for the sales leadership to help shape the business Continually drive for improvement of sales processes, including sales forecasting, data quality, new growth opportunities and risk analysis, sales playbooks, etc. 25%-40% travel Requirements Education & Experience Bachelor's degree in business administration, accounting, marketing or other related fields. Minimum 5 7 years sales experience with financial institutions Proficiency with Microsoft Office including Outlook, Excel, Word, and PowerPoint Proficiency with CRM systems to monitor lead generation, performance, and effectiveness Basys provides technology and payment integration solutions for businesses across the country and Canada. We treat our team, clients, and vendors like people, not numbers. Basys is proud to maintain the industry leading Net Promotor Score and a 90% customer retention rate of clients that continue to process, in an industry where retention rates often average closer to 70 to 75%. We feel that this is a perfect example of how our customer-oriented business model sets us apart. Basys is an equal opportunity employer.

Your role Do you enjoy working in a fast-paced and dynamic environment? Are you excited to solve problems by asking questions, connecting dots, and constantly learning? Are you organized with an eye for detail? We're looking for highly driven, analytical, forward-thinking, creative problem solver to join our Americas Financing COO team to support, implement, and help manage risks to the Global Markets Financing business. The responsibilities include (but are not limited to): * partnering with front office stakeholders both locally and globally to manage the implementation of key projects and initiatives, including business driven changes to transform our Trading and Sales functions * developing an in-depth understanding of the business (e.g. products, front to back flows, revenues, costs, personnel, strategic plan, initiatives, etc.). * managing relationships with Technology, Operations, Compliance, Finance and Legal to drive efficiencies across the business * work closely with your team members to implement an effective risk framework for the Americas Financing business * monitor, analyze and presentation of financial performance * partner with senior business heads to understand and address critical business requirements, help define the regional strategies and drive and implement new business initiatives * identify, evaluate, and mitigate risks, adhering to regulatory and operational risk standards through completing deep-dives and ad-hoc projects * managing the Business Management portfolio, including strategic projects, front to back controls, regulatory initiatives and analyzing and resolving business issues * independent leadership of special projects while operating with a high degree of autonomy and accountability * responsible for managing day to day BAU activities: problem solving, trouble shooting, issue management, communication, etc. with the business Detailed salary information: * New York: the salary range for this role is $122500 to $147500 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #team UBS and make an impact? Your expertise * relevant experience includes but is not limited to business management, COO, management consulting, etc. * consensus building and partnership approach with a high degree of collaboration across teams globally (comfortable working and networking across diverse businesses and personalities) * have a capacity to understand new processes and quickly evaluate issues in order to prioritize work and design solutions to benefit the business * comfortable working both independently and in a collaborative environment; manage multiple priorities, and ensure completion of deliverables in timely fashion * analytical and capable of presenting and interpreting information to support your decision making; ability to synthesize qualitative and quantitative data effectively for delivery to management * have strong communication (oral and written), presentation and interpersonal skills to liaise with members of the organization at all levels; excellent analytical and presentation skills; proficiency in Excel and Power Point * organized, and logical thought process in which they can adopt systematic approach to resolve problems About us UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career. The Chief Operating Officer (COO), Global Business Finance (GBF) Modernization Lead will play a critical leadership role in driving modernization and transformation across Apollo's global finance organization. Reporting to the GBF COO and partnering closely with the Apollo Asset Management (AAM) CFO and senior leaders across Finance, this role will be responsible for designing, implementing, and sustaining the transformation strategy that enables Finance to operate more efficiently, effectively, and strategically in support of Apollo's growth ambitions. This position will oversee key transformation programs that span Global Business Finance operations, reporting, data management, systems integration, and automation-ensuring alignment with the firm's strategic priorities, target operating model, and culture of continuous improvement. Primary Responsibilities Strategic Transformation Leadership * Partner with the AAM CFO, GBF COO and senior Finance leaders to define and execute a multi-year Finance Transformation roadmap, aligning process redesign, technology modernization, and data strategy with business priorities. * Lead the design and implementation of a new finance operating model, including process simplification, automation, and governance improvements. * Serve as the primary business lead for major cross-functional initiatives (e.g., ERP modernization, reporting automation, and finance analytics). * Drive the adoption of new tools, systems, and ways of working to enhance Finance's scalability and agility. Program Governance & Execution * Establish and lead change management projects and programs within Finance, responsible for governance, tracking, and performance reporting of all key initiatives. * Define success metrics and ensure transformation goals are achieved through disciplined project management, stakeholder engagement, and risk management. * Partner with Engineering, HC and Operations to deliver coordinated enterprise-wide change programs impacting Finance. Operational Effectiveness & Continuous Improvement * Champion process optimization and operational excellence initiatives across all finance functions, including accounting, FP&A, tax, treasury, and reporting. * Identify and implement best practices in automation, workflow, and data utilization to improve accuracy, timeliness, and insight generation. * Embed a culture of accountability and data-driven decision-making within the Finance function. Team Leadership & Culture * Lead and mentor a team of high-performing professionals, fostering a collaborative, high-trust environment. * Promote professional development, training, and succession planning to ensure sustainable organizational capability. * Partner with HR and Finance leadership to strengthen culture, engagement, and communication throughout transformation. Qualifications & Experience * 10+ years of experience in finance transformation, consulting, or operations leadership within asset management, financial services, or a related industry. * Proven success in leading large-scale transformation programs, including finance process re-engineering, ERP or data modernization, and automation initiatives. * Strong financial acumen and understanding of core finance processes (close & consolidation, FP&A, reporting, and controls). * Demonstrated ability to manage change across complex, global organizations-balancing strategic vision with operational discipline. * Excellent communication and stakeholder management skills, with the ability to influence senior executives and cross-functional teams. * Strong analytical and project management skills; familiarity with tools such as Power BI, Alteryx, Anaplan, or OneStream is a plus. * Bachelor's degree required; advanced degree (MBA or equivalent) preferred. OUR PURPOSE AND CORE VALUES Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be: The leading provider of retirement income solutions to institutions, companies, and individuals. The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses. A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference. We are building a unique firm of extraordinary colleagues who: Outperform expectations Challenge Convention Champion Opportunity Lead responsibly Drive collaboration As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together. OUR BENEFITS Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits. Apollo Global Management Inc. is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law Pay Range $190,000 - $250,000 Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity. The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law. The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered. The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

Apollo's Asset-Backed Finance ("ABF") team is a dynamic and fast-growing division within Apollo Global Management, focused on originating and managing credit investments backed by a diverse range of financial and tangible assets. The team plays a critical role in Apollo's broader credit strategy, offering innovative, structured financing solutions across sectors such as real estate, transportation, consumer finance, and specialty lending. The Role The Business Strategy team is responsible for developing and executing growth initiatives across all aspects of Apollo's investing businesses. This role will work as part of the Business Strategy team focused on Apollo's Asset Backed Finance ("ABF") business. Apollo's Credit business, at approximately $400 billion of AUM, has been the fastest-growing component of Apollo's business and is one of the largest managers of alternative credit in the world, encompassing a wide variety of underlying investment strategies covering corporate and asset-backed credit across both public and private markets. The ideal candidate will have a passion for organic business building, general management, and strategy within the asset management space. As a Business Strategy Associate in ABF, the candidate will work as part of a small team, led by the Partner and COO of Apollo ABF, developing and managing a broad range of business priorities with regular exposure to Apollo firm leadership. The Associate will support ABF business leaders in all aspects of managing and scaling the ABF business, including financial planning, fundraising, product structuring & development, operations, and cross-platform initiatives. The ideal candidate will take initiative, feel comfortable playing different roles as both a leader and team player, build relationships within the firm, and drive and manage business processes. The candidate will serve as a thought partner and play a crucial role in the successful execution of the ABF team's strategic initiatives and overall performance. The Associate will benefit from the resources of the integrated Apollo platform and will have significant opportunities for personal growth and to be impactful to a small, highly entrepreneurial team that manages a large and growing portfolio of diversified asset-backed investments. Immediate or near-term start date strongly preferred. Primary Responsibilities * Support senior members of the ABF team in the evaluation and implementation of new business activities for Apollo, including new funds/product development, business line extensions, platforms, and partnerships * Build and maintain various financial models, including a three-statement corporate model * Define investment strategy, fundraising, and investor outreach plans * Prepare internal analysis and presentation materials * Interact with key internal and external partners and stakeholders * Perform strategic analyses for senior management critical to the evaluation and management of Apollo's business with a strong emphasis on growth: competitive intelligence, investing in new asset classes, extension of existing investing or origination capabilities, coverage models, and organization structure * Support senior investment professionals on key portfolio and business management activities * Identify and implement data/process enhancements to support day-to-day investment and portfolio management * Coordinate across Apollo on projects, acting as a liaison between investment teams and other functions (client and product marketing, finance, human capital, legal, tax, compliance, and investment technology) * Facilitate ad hoc requests and special projects for senior management Qualifications & Experience * Bachelor's degree from a top undergraduate institution with a record of academic achievement * Four to ten years of relevant work experience, preferably within financial services (e.g., investment banking or asset management experience), with a strong understanding of financial modelling * Other professional backgrounds will also be considered * Genuine interest in corporate strategy and business building within the investment management industry, with an emphasis on hands-on implementation of growth plans * Strong corporate finance knowledge, with experience building and managing corporate financial models * Extensive quantitative, analytical, and modelling skills with advanced knowledge of Microsoft Excel and PowerPoint * Strong interpersonal skills to support communication (written and verbal) with external counterparties * Desire to take initiative and ownership - must demonstrate a proactive, positive attitude toward given tasks * Excels in a rigorous and fast-paced work environment * Highly organized, keen attention to detail, and able to effectively manage multiple processes simultaneously About Apollo Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of June 30, 2024, Apollo had approximately $696 billion of assets under management. To learn more, please visit *************** Our Purpose & Core Values Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be: * The leading provider of retirement income solutions to institutions, companies, and individuals. * The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses. * A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference. We are building a unique firm of extraordinary colleagues who: * Outperform expectations * Challenge Convention * Champion Opportunity * Lead responsibly * Drive collaboration As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together. Our Benefits Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family. Pay Range $175,000 or $200,000 (Associate); $250,000 (Director) DOE Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity. The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law. The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered. The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

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. How will you make an impact in this role? The Systems Change Office (SCO) Director is a critical leadership role in Financial Reporting Quality Assurance Organization (FRQA) within Corporate Controllership, in support of the Regulatory Reporting Automation program. This role is responsible for leading the Change Management team, in charge of driving the definition, gathering, exploration, analysis, and system maintenance of changes to Regulatory Requirements and the end-to-end automation through the Finance Modernization Data Pipeline, leading program and change governance efforts for finance / regulatory reporting platforms. This role is responsible for the ownership of the Change Management Policy for regulatory reporting automation and will oversee the delivery of key milestones for Project Guardian, including but not limited to documenting, understanding, and defining the core framework and change management tooling (including mechanisms for monitoring, reviewing, implementing, and validating applicable changes) for internal and external drivers, supplementing documentation that will evidence changes from initiation, review, and approval to the implementation of the change. The Systems Change Management team oversees key processes that support data and regulatory change requirements, and closure of open risks associated with our change management process for Project Guardian. The team is responsible for elevating audit and compliance change controls for regulatory reporting automation, financial systems coordination and orchestration across Controllership Product Owners, Report / Business Owners and Technology teams. This includes triaging and validating changes to the maintenance and update of our data solutions (e.g., manual / static reference tables) with the highest degree of confidence of new data flow and data system requirements (or the deactivation / decommission of these systems). The Director of the Systems Change Office must be a highly analytical, well-organized, data-driven individual with exceptional leadership, time management and a high degree of technical skills confident in presenting, highly complex system, and organizational change technicalities in simple terms to upper management and executive leadership, to drive critical enterprise decisions. Responsibilities include, but are not limited to: Drive the Finance-Controllership Regulatory Reporting Automation change management strategy and lead the Program Governance of Finance Modernization data requirements. Owner of the Change Management Policy for regulatory reporting automation that defines the core framework that includes mechanisms for monitoring, reviewing, implementing, and validating applicable changes stemming from internal and external drivers. Owner of the Supplemental documentation that will evidence changes from initiation, review, and approval to the implementation of the change (e.g., policies / procedures / framework). Strategic leadership to conduct change management strategies on existing processes and automated data sources to understand and support Point of Arrival (POA) process designs. Lead and guide the analysis efforts to determine changes to data portfolios, regulatory reports, and controls, designing processes and policies that identify in key scenarios how to report on these scenarios in alignment with regulatory guidance. Lead the identification of business requirements and development of functional requirement documentation for new reports, new data sources and attributes, including design, prototyping, testing, and implementation of report owner and regulatory requirements. Responsible for leading the fulfillment of governance requirements for regulatory reporting and data changes. Minimum Qualifications: Bachelor's Degree in Finance/Accounting and/or Information Technologies (masters preferred). 10+ years of work experience in Project Management / Change Management. 10+ years of work experience in Banking / Regulatory / Financial / Technology Services. Excellent relationship building, presentation and collaboration skills with proven people leadership experience and ability to attract, engage / retain talent and facilitating a network of strong relationships across the organization. Experienced in Agile delivery concepts or other project management methodologies. Experience in technical requirements writing for technology development and / or finance regulatory reporting, for banking software development. Experience in data analytics, Data Quality (DQ) and identifying data issues driving change. Experience in the use and / or automation of change management tracking systems (e.g., JIRA, Rally, BPM, Workflow applications, etc.) Experienced in the application of change management models, methodologies and frameworks, e.g., ADKAR, Kotter, McKinsey Experienced in the creation of product prioritization and decisioning models, e.g., MOSCOW, Kanban, etc. Experienced in the application of change resistance models, e.g., Kubler-Ross, Maurer, PDCA Experience with of MS Excel, Power Query, and other analytical tools, e.g., Tableau. Critical thinking and complex problem-solving skills (data application). Excellent written and verbal communications with ability to communicate highly complex concepts and processes in simple terms and pragmatically. Exhibits organizational skills with the ability to meet/exceed critical deadlines and manage multiple priorities, delivering high quality service with passion and exceeding expectations. Displays thought leadership, drive process, and support work/life balance initiatives. Preferred Qualifications: Understanding systems integration across complex system architecture. Understanding of Oracle General ledger and FAH accounting rules. Python, R, Machine Learning and Data Automation / Visualization techniques SQL and data analysis experience. Strong knowledge and working experience in regulatory regulations and reporting is required and any exposure to US regulations is preferred. Working exposure in development of financial data domains to support regulatory and analytical requirements for large scale banking/financial organizations. Communication Management/proficiency with PowerPoint. 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\: https\://******************* Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Director, U.S. Small Business, Microbusiness Growth Products & Services Overview: Mastercard's North America (NAM) Small Business Segment team leads efforts to support small businesses across the U.S. and Canada. Within this group, the Financial Inclusion & Access to Capital team focuses on empowering microbusinesses, which are businesses generating less than $500,000 in annual revenue or employing fewer than 10 employees, through strategic partnerships and customer engagement. Microbusinesses represent approximately 80% of the 34 million businesses in the U.S. By delivering tailored payment solutions that our customers can offer to their small business, we help address the unique challenges microbusinesses face in accessing financial tools. These businesses are vital to local economies but often face barriers and benefit from solutions designed to help them thrive. We are seeking a seasoned product leader to drive the growth and commercialization of solutions for the microbusiness segment. The Director of U.S. Microbusiness Growth Products & Services will report to the Vice President of Financial Inclusion & Access to Capital and lead strategic initiatives that unlock value for microbusinesses. This includes developing and executing go-to-market strategies for carded and non-carded solutions, expanding acceptance, and driving innovation aligned with Mastercard's broader priorities. The ideal candidate is passionate about advancing product growth, highly motivated, analytically minded, and commercially focused. Role: * Lead the end-to-end U.S. microbusiness acceptance strategy, including partnerships, narratives, and solutions to grow revenue and gain market share * Identify and execute strategic initiatives that advance Mastercard's growth strategy by capturing the secular shift from cash, check, and ACH to electronic/card payment solutions * Drive commercialization and go-to-market execution for microbusiness solutions (e.g., instant payouts), ensuring alignment with customer needs and market dynamics * Analyze customer needs, anticipate market trends, and conduct competitive analysis to inform strategy * Partner with sales, account management, and product teams to deliver simplified onboarding and low-cost acceptance solutions * Collaborate with cross-functional teams (Product Sales, Legal, Loyalty, Services, and New Payment Flows) to embed microbusiness needs into broader initiatives * Engage with customers to gather feedback and identify opportunities for continuous product improvement * Identify new growth opportunities within and beyond Mastercard, assessing strategic and financial impact * Represent microbusiness initiatives internally and externally, influencing senior stakeholders and driving alignment All About You: * Proven experience in product management, go-to-market strategy, and commercialization * Strong understanding of small business pain points, with a focus on microbusinesses and new entrepreneurs * Experience with card solutions, card acceptance, and/or digital payments is preferred * Strong customer focus and ability to translate insights into actionable strategies * Analytical thinker who uses data to drive decisions and solve problems * Operates with urgency to drive the delivery of tangible outcomes * Excellent communicator with the ability to influence across all levels and collaborate cross-functionally * Bachelor's degree required; MBA preferred Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. Pay Ranges New York City, New York: $178,000 - $284,000 USD

Come be a Difference Maker with us. We are searching for a visionary and strategic thinker for the role of Chief Financial Officer, who will help drive CommonWealth Central Credit Union's dedication to its membership while improving their financial well-being. You will serve as a strong steward of our brand and take responsibility for CommonWealth's finance and risk teams, while being a key influencer of strategy and performance. You will serve as a vital member of the leadership team bringing thought leadership, energy, and creativity to help drive strategic business decisions, direction and results. Passionate, Supportive, Genuine, Knowledgeableare these words that describe you? If you answered yes, apply to join our team of collaborative leaders. As our Chief Financial Officer, your major responsibilities will include: Direct the financial affairs of the Credit Union; Establish major economic and financial objectives and policies for the Credit Union; Provide executive leadership to the functional areas of finance, accounting, audit, risk management, compliance, plastic cards and ACH/share drafts; and Actively participate in setting the strategic direction of the Credit Union. Our ideal candidate will possess 10 or more years of similar or related experience. Previous finance experience in a credit union or bank strongly preferred. Previous management experience required. The successful candidate will also possess knowledge and experience in strategic planning processes at an executive level. Thorough knowledge of accounting, finance, audit, investments and risk management required. Must have excellent resource management, project planning and communication skills. Strong attention to detail, and excellent organizational skills required. Our preferred candidate will have a bachelor's degree in a related field. Advanced degree and a Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) designation preferred. For immediate consideration, apply today! ************************ Who We Are At CommonWealth Central Credit Union, we are passionate in our commitment to people-helping- people. Our team is united and inspired by one common goal: To enhance the financial well-being of our members. Compensation details: 220000-270000 PIe12e48e28b4e-31181-38655342