Schultheis & Panettieri jobs - 16,844 jobs

Company: Schultheis & Panettieri, LLP Payroll Compliance Auditor Salary Range: $58,000-$65,000 Hauppauge CPA firm specializing in labor unions and related benefit fund audits seeks Payroll Compliance Auditors to ensure employers make contributions to benefit funds in compliance with applicable agreements. Background in Auditing not essential. We will train the right candidates. Payroll professionals, bookkeepers, data analysts and recent college graduates encouraged to apply! Interest in overnight travel a plus but not required. We have offices in Hauppauge, NY, Floral Park, NY and Iselin, NJ. Multiple positions available at all office locations. Great atmosphere and excellent benefits. Job Responsibilities: • Analyze payroll and related records to ensure completeness and compare to pension and health fund data • Analyze general ledgers and cash disbursement records • Communicate with employers to ensure all eligible participants receive the benefits they are entitled to • Prepare various schedules and reports and then explain the results to all parties involved Ideal Candidate: • Bachelor's degree in Business or related field preferred • Strong analytical skills • Strong Excel/database skills • Basic knowledge of payroll and tax records a plus but not required. • Adept at problem solving ability to identify issues and recommend corrective actions • Responsible team player who can work independently as well • Ability to communicate clearly, both written and orally We are proud of our great work environment, and we offer a competitive and excellent benefits package. If you would like an opportunity to join a great team, please apply today. Benefits Include: Medical, Dental, Vision Life Insurance, LTD, Flex Spending Sick/Vacation time 401(k) / PENSION- A CONTRIBUTION OF UP TO A TOTAL OF 15% TO YOUR RETIREMENT!! Remote capability Flexible work schedule Work/Life Balance Schultheis & Panettieri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Reports To Reports To: Chairman of the Board of Directors The President & CEO of the Bay County Chamber is a highly visible and strategic community leader, responsible for protecting and enhancing the business environment to benefit businesses of all sizes in Bay County. The CEO serves as the lead spokesperson of the organization and cultivates partnerships with elected officials, business leaders, military representatives, and community stakeholders. This role oversees all aspects of Chamber operations with a focus on: Strengthening member engagement and value Maintaining strength and influential status through leading advocacy and public policy efforts Driving revenue generation through membership, sponsorships, and programs Ensuring strong organizational governance and financial sustainability Elevating Bay County's reputation as a premier place to live, work, visit, and invest Key ResponsibilitiesFinancial & Organizational Leadership Provide overall leadership in budgeting, financial planning, and resource allocation to ensure the Chamber's long-term sustainability and alignment with strategic goals. Develop and manage an annual budget of approximately $1 million, presenting regular financial reports to the Board and Finance Committee. Oversee operations, staff development, performance management, and organizational culture to maintain a high-performing, mission-driven team. Manage facilities, capital assets, operational systems, and maintain compliance with all applicable laws, regulations and Chamber bylaws. Develop and implement policies and procedures that align with strategic goals and ensure organizational efficiency. Membership Engagement & Revenue Generation Oversee membership recruitment, retention, and engagement programs to maximize member value. Manage and conduct periodic reviews of major revenue streams including membership dues, Vision Investor Program, events, sponsorships, and grants. Ensure members find tangible value in Chamber programs and services through ongoing solicitation of feedback and assessment. Provide inspiration and leadership to Chamber volunteers executing on the organization's goals and objectives. Advocacy, Government & Military Relations Collaborate with the VP of Strategic Partnerships to build and sustain effective relationships with local, state, and federal government, military partners and civic leaders. Provide leadership and guide the growth and success of the Government Affairs and Military Affairs Committees. Facilitate monthly meetings with city and county managers to strengthen communication, collaboration, and community alignment. Serve as a thought leader and facilitate collaboration with elected officials, military representatives, and business leaders on emerging issues impacting the Bay County business community. Champion Chamber positions to members and the public via forums, events, op-eds, and media engagements. Community & Economic Development Build collaborative partnerships with economic development organizations, workforce agencies, local governments, and military installations. Support initiatives to attract, retain, and expand businesses in Bay County. Lead projects and programs that strengthen the area's economic competitiveness, workforce pipeline, and overall quality of life. Represent the Chamber on community boards, committees, and at public events to promote business growth and community development. Communications & Marketing Serve as the Chamber's primary spokesperson and oversee public relations initiatives. Supervise the creation and placement of publications, digital platforms, Bay Biz magazine, newsletters, podcasts, and social media campaigns. Develop and implement marketing strategies to elevate the Chamber's visibility, brand, and reputation in the community. Optimize and leverage the Chamber's CRM system investment Governance & Strategic Planning Partner with the Board of Directors to develop and implement strategic plans, policies, and long-term goals. Facilitate Board engagement, including governance support, recruitment, and succession planning. Ensure Chamber-led board and committee meetings are well-planned, efficient and engaging for participants. Maintain transparency, accountability, and adherence to bylaws, accreditation standards, and organizational policies. Qualifications Bachelor's degree strongly desired; advanced degree or MBA preferred. Minimum of 7 years of senior leadership experience in chambers of commerce, nonprofits, economic development, or related fields. Demonstrated success in strategic planning, membership growth, fundraising, and financial management. Skilled in advocacy, public policy, and government relations. Strong interpersonal, communication, and public speaking skills. Ability to manage and inspire staff, volunteers, and community partners. Deep understanding of economic development, small business needs, and workforce challenges. As the face of the Chamber, must be willingness to work evenings, weekends, and travel locally/regionally as required. Must reside in, or be willing to relocate to Bay County #J-18808-Ljbffr

A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered. #J-18808-Ljbffr

Program/Project Manager - I-Banking Regulatory, Vice President page is loaded## Program/Project Manager - I-Banking Regulatory, Vice Presidentlocations: Bostontime type: Full timeposted on: Posted Todayjob requisition id: Req1472393Program/Project Manager - I-Banking Regulatory, Vice PresidentCountry: United States of America**It Starts Here:**Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.If you are interested in exploring the possibilities **We Want to Talk to You!****The Difference You Make:**The role is part of the COO Cross/Transformation Team within Corporate and Investment Banking (CIB) Chief Operating Officer (COO) organization.This is a role leveraging both Program Management Office (PMO) and project execution/consulting skills providing solutions for CIB US with a focus on regulatory and non-financial risk related initiatives.Qualified candidate must have extensive program/project management experience and should be able to work independently to conduct analysis and proactively bring proposed solutions in support of business goals. Knowledge of industry standards and best practices in regulatory and control aspects of the Markets, Banking and/or Leverage Finance businesses is important. The ability to think, communicate, and support and/or drive execution is key. The role will provide support for various projects within the CIB COO organization, coordinating teams of internal staff and external partners supporting the execution. S/He will also serve as mentor to more junior staff and those who are responsible for supporting key operational functions and providing recommendations for improvement.• Develops and maintains an understanding of overall business functions with in-depth knowledge of specific areas/functions and related activities.• Initiates, leads and/or supports projects that have a high level of complexity and visibility/impact across the organization.• Oversees and may contribute to the development of project definition and scope at the project level.• Organizes and defines parameters of assigned projects and assembles relevant data for said project(s). Participates in and leads the planning, research, analysis, development, and implementation of new and modifications to existing applications and processes to provide new or improved capabilities, products, and/or services.• Represents the business as the subject matter expert on special projects and initiatives, as necessary• Monitors key milestones and outcomes of responsible projects in the program throughout the project lifecycle to ensure adherence to established quality standards.• Serves as focal point for external vendors/service providers regarding daily operational activities within the projects assigned.• Manages/leads projects involving multiple stakeholders and drives the formulation of business processes and requirements• Coordinates resources in different geographies, to resolve complex issues, improve systems/processes, and facilitate integration between systems• Validates information and interfaces with other departments to include presentations of documented findings, alternatives and recommended actions.• Maintains the governance for the projects assigned and escalate issues as needed. Support development of presentations, dashboards, reports and other team and executive level project communications and documentation• Supports the COO leadership team during the analysis of new initiatives, escalation of issues and during the planning for the next strategic life cycle.**What You Bring:**To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Bachelor's Degree; in Finance, Accounting, Engineering or equivalent field or equivalent work experience.*Must possess 10 years of program/project management and business planning experience within a financial services organization.*• Experience building partnerships and consulting effectively with leadership.• Experience in one or a combination of the following: project management, implementation of end-to-end processes, business operations or strategic planning in financial services.• Understanding of and experience with Waterfall and Agile methods.• Ability to consult, build, and maintain solid working relationships in and outside of immediate department• Ability to determine and report status and priorities/metrics to senior management• Ability to manage multiple small to medium sized projects simultaneously• Ability to research, analyze, document, and present organizational metrics that drive business decisions,• Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members• Ability to work as an individual contributor and lead teams• Comfortable managing large teams/groups without direct reporting relationship• Proven success with in-person and virtual meeting facilitation with mid and senior level stakeholders• Expert Microsoft Office (Word, Excel, Outlook and PowerPoint) skills• Ability to create audience-appropriate and professional management presentations (PowerPoint and Excel-based). Includes presentations used to facilitate management working sessions through senior executive briefings• Excellent verbal, written, and interpersonal communication skills• Knowledge and understanding of Investment Banking industry: products, services, operations and systems• Understanding of the regulatory landscape related to financial services with an emphasis on those impacting Investment Banking.• Strong attention to detail and accuracy skills• Working knowledge of Spanish will be a plus but not required**Certifications:**No Certifications listed for this job.**It Would Be Nice For You To Have:**Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.**What Else You Need To Know:**The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.**Base Pay Range:**Minimum:$86,250.00 USDMaximum:$155,000.00 USD**We Value Your Impact:**Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future.**Risk Culture:**We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.**EEO Statement:**At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected #J-18808-Ljbffr

Investment Banking Vice President, Technology - San Francisco page is loaded## Investment Banking Vice President, Technology - San Franciscolocations: San Francisco: Bostontime type: Full timeposted on: Posted 5 Days Agojob requisition id: REQ101690*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are seeking an experienced Vice President to join our Technology team in San Francisco.**Primary Responsibilities:*** Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations* Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections* Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services* Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector* Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing**Required Skills & Experience:*** Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level* Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector* Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills* Ability to effectively adapt to and address changing client and firm needs**Education:*** An MBA from a top-tier business school or equivalent investment banking experience* Five or more years of relevant work experience**Expected Salary:** $250,000 USD*We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,* *religion, color, sex (including pregnancy* *and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.* *This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X . #J-18808-Ljbffr

J.P. Morgan Advisors - Senior Client Associate - Boston, MA Job Information Job Category Client Advisory Business Unit Consumer & Community Banking Posting Date 01/09/2026, 10:32 PM Job Schedule Full time Job Shift Day Job Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account‑specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings Required qualifications, capabilities, and skills: Bachelor's degree or equivalent experience Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date Proven ability to be a self‑starter, act as an end‑to‑end owner of tasks and work independently in a fast‑paced environment Proactively identify and deliver appropriate solutions that address the needs of our clients Ability to communicate effectively clients and team members while maintaining professionalism in difficult situations Preferred qualifications, capabilities, and skills: Able to adapt and stay abreast of changing technology and regulatory policies Highly proficient user of Word, PowerPoint, and Excel About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr

A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered. #J-18808-Ljbffr

Deputy Division Chief - Fair Labor Division (Boston Office) The Deputy Division Chief will lead operations, supervise staff, and manage litigation for the Fair Labor Division of the Attorney General's Office. Requirements Must be a member of the Massachusetts Bar. At least five (5) years of full‑time (or equivalent part‑time) experience in the practice of law. Experience managing attorneys and support staff in a legal environment. Familiarity with Massachusetts wage and hour laws. Demonstrated ability to engage in a broad array of complex work and to manage attorneys and other staff with varying levels of experience. Effective communication and management skills and the ability to work cooperatively with colleagues, public officials, unions, community‑based organizations, and industry groups. Ability to interact with residents and community members from diverse backgrounds with empathy and sensitivity. Preferred Qualifications Legal experience protecting the rights of vulnerable workers; developing novel legal strategies to effectively combat wage theft; pursuing civil and/or criminal enforcement to enforce labor standards; and familiarity with industries that have high incidences of wage theft (e.g., construction, restaurants, cleaning, staffing agencies). Demonstrated connection to the people and communities served, particularly historically marginalized communities, and an interest in supporting a respectful and inclusive work environment. Responsibilities Work with the Division Chief and Chief of Investigations to manage and direct activities of a division of approximately 60 staff. Provide day‑to‑day supervision of the Division's operations and legal work. Oversee litigation matters, case strategy, and compliance with public record obligations. Serve as a reviewer for written work, including authorization requests for enforcement actions, prosecution memoranda, briefs, and bid protest decisions. Review and process incoming complaints; conduct case reviews with attorneys and investigators. Participate in community and public events and coordinate communication with constituent groups and community partners. Assess and make recommendations for internal business processes, proposed legislation, regulations, and amicus briefs. Handle certain personnel matters, draft periodic reports on the Division's work, and attend regular meetings with the Attorney General and senior staff. When time permits, personally handle significant or sensitive litigation, including settlement negotiations and multistate initiatives. Position Type: Full‑Time / Exempt. The current hybrid model includes some remote workdays; on in‑office days employees must report to the Boston office or a regional office. Salary: $135,502 Application Instructions Applicants must apply directly at **************************** Applications submitted via MassCareers will not be received. You will be asked to submit a cover letter and resume. The application deadline is December 23, 2025 at 5:00 PM (ET). Qualified individuals with disabilities are encouraged to apply and will receive accommodation. For assistance, contact the Human Resources Division at **************. Inquiries regarding position & status may be made to: Lori Swanson, Administrative Assistant, Fair Labor Division, ************** The Attorney General's Office is an Equal Opportunity Employer. It strives to reflect the diversity of the communities it serves. Applicants from all backgrounds are encouraged to apply. #J-18808-Ljbffr

A leading global financial services firm in Boston seeks a Performance and Risk Analytics Associate. The role involves delivering advanced analytics, conducting comprehensive performance analyses, and engaging with clients to deepen relationships. Candidates should hold a Bachelor's degree and have at least 10 years of experience in performance analysis within financial services. Excellent communication skills and a proactive attitude toward client management are essential, along with a strong understanding of institutional fund accounting. Periodic travel may be required. #J-18808-Ljbffr

Headquartered in Manhattan, Yellowstone Real Estate Investments is a development firm specializing in opportunistic and value-added real estate transactions across the United States. Yellowstone invests in both equity and debt across the capital structure, applying rigorous investment criteria to generate superior risk-adjusted returns. Our company is dedicated to identifying and capitalizing on high-potential real estate opportunities. Role Description This is a full-time on-site role for a Senior Construction Project Manager, located in New York, NY. The Senior Construction Project Manager will oversee the planning, coordination, and execution of construction projects from inception to completion. Key responsibilities include managing project timelines and budgets, ensuring quality standards, liaising with stakeholders, and ensuring compliance with relevant regulations and safety protocols. Qualifications Project Coordination and Construction Project Management skills Expertise in Budgeting and Construction Management Strong Project Management experience Excellent leadership and communication skills Ability to work effectively with a range of stakeholders Bachelor's degree in Construction Management, Architecture, Engineering, or a related field Proven track record on construction projects in New York.

A leading financial institution in New York is seeking an experienced Private Client Banker to manage client banking relationships. You will provide exceptional service, educate clients on digital banking solutions, and actively engage in acquiring new clients. A high school degree is required plus experience in financial services sales. This role expects a strong relationship-oriented approach and excellent communication skills, offering a dynamic work environment with development opportunities. #J-18808-Ljbffr

Job Level : Mid Career (2+ years) Level of Education : High School/GED Job Type : Full-Time/Regular Date Updated : 01/07/2026 Years of Experience : Up to 2 Years Starting Date : Invalid Date Salary : $0 Job Summary: Promote and ensure first class customer service through consistent and effective coaching and development of teller staff. Maintain an environment that fosters teller's teamwork and supports an individual's professional development. Organize and facilitate internal teller meetings to ensure effective communication of pertinent aspects of the bank. Ensure branch safety and soundness through adherence to audit, regulatory and procedural guidelines. Perform compliance, procedural and control audits in the retail teller area. Responsible for Bank Secrecy Act training and compliance at the teller level. Qualifications: To perform this job successfully, the individual must be able and willing to perform all essential duties satisfactorily. This document is not intended to be an exhaustive list of all essential duties required. Reasonable accommodations, as determined by management on a case-by-case basis, may be made to enable individuals with disabilities to perform essential duties. ESSENTIAL DUTIES & RESPONSIBILITIES Manages teller team ensuring that appropriate Bank policy and procedures are followed in all aspects of teller operations, security, and compliance.Completes all teller team staffing schedules. Completes all reports in a timely manner as required. Ensures efficient daily operation of the branch. Oversees daily ATM settlement, under dual control. Performs additional responsibilities as directed by Bank Management. Monitors branch activities for compliance with BSA and AML, reporting appropriate items to BSA Officer. Oversees daily distribution of daily tasks when applicable. Ensures that the tellers are performing their duties in accordance with policy. Serves as resource to customer service representatives and teller teams. Perform additional duties as requested, needed or assigned Experience and Skills JOB REQUIREMENTS Full knowledge of the products and services offered by the bank Knowledge of department support structures, resources and personnel Ability to work a flexible schedule based on the hours of operation of the bank, including Saturday mornings, ability to lift 30 pounds Ability to build strong relationships and alliances across the organization, ability to adapt to change, ability to multi-task, reliable and highly motivated Must have reliable transportation, must be flexible and able to adapt to new job locations and re-assignments as directed Fluent in written and verbal English communication skills Ability to adhere to Needham Bank's Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing) EDUCATION & EXPERIENCE High School Diploma, or GED required One to two years of job-related experience, including formal teller and new accounts training Must have recent customer service and sales experience particularly in cross-marketing products and services Superior customer service skills, exceed customers' expectations Educated in banking regulations and laws Excellent interpersonal and supervisory skills Excellent knowledge of computer and keyboard skills PAY RANGE: $25.73 - $33.45 - hourly The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well. At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity. Back to job search

KLR Executive Search Group is proud to partner with Moss Home Solutions, one of the fastest-growing real estate investment platforms in the Northeast. Moss Home Solutions is making a critical hire for 2026 and is seeking a Director of Technology & Systems to own and scale its systems infrastructure with Salesforce at the center. This is a builder's role-not a vendor management seat. The Director of Technology & Systems will be the single-threaded owner of the company's systems environment and will report directly to senior leadership. This role carries full ownership for how systems power sales, operations, marketing, reporting, and leadership decision-making. Key Responsibilities Include: Architect and own the end-to-end systems ecosystem with Salesforce as the core platform. Design and implement workflows supporting sales, operations, marketing, reporting, and finance. Serve as the internal Salesforce product owner, personally building automations, flows, integrations, dashboards, and reporting. Expand Salesforce beyond a traditional CRM into a true operating system for the business. Identify and implement high-impact automation and AI-driven solutions. Own execution from system design through rollout, training, adoption, and optimization. Begin as a hands-on individual contributor and build an internal systems and technology team over time. Manage vendors and consultants without outsourcing system ownership or strategic thinking. Qualifications: 7+ years of experience in systems, technology, or CRM leadership roles. Deep, hands-on Salesforce experience (certifications optional; capability mandatory). Proven ability to build scalable systems in fast-growing, founder-led environments. Builder mentality with urgency, ownership, and bias toward execution. Comfortable operating in ambiguity and creating structure where little exists. Compensation & Benefits: Base salary range of $165,000-$180,000. Bonus opportunity of up to 20%, tied to execution, adoption, and business impact. Comprehensive benefits package. In-person role based in Seekonk, MA, with some flexibility.

The Bookkeeper is responsible for managing all financial, accounting, and reporting functions for the organization's multiple entities, including the Council ("CLC"), Political Action Committee ("PAC"), Political Action Campaign Fund ("PACF"), and affiliates. This role ensures accurate financial recording, timely reconciliations, regulatory compliance, and proper maintenance of affiliate billing and membership records. The position also supports leadership by preparing monthly management reports and maintaining financial controls and documentation. Key Responsibilities QuickBooks Management (Multiple Ledgers) Maintain and update four separate QuickBooks files: Receivable Ledger Accounts CLC Cash Basis Ledger PAC Cash Basis Ledger PACF Ledger Process invoices, deposits, vendor bills through Bill.com, and memorized transactions. Ensure accuracy of customer records, vendor records, and financial classifications. Accounts Receivable (A/R) & Billing Prepare, post, email, and mail monthly, quarterly, and annual affiliate invoices. Manage billing groups, update affiliates contact information through Labor Key Software. Apply payments, process adjustments, and maintain detailed notes for all customer accounts. Monitor unpaid balances and prepare delinquency report (over 3 months). Communicate to CLC staff regarding any changes or new affiliate billing, cancellations, officers and membership updates. Notify affiliates biannually (December and January) regarding the new membership rate for the upcoming year. PAC & PACF Compliance Filings Prepare quarterly and scheduled filings for the NYS Board of Elections. Coordinate with the Political Director and Chief of Staff to ensure completeness of contributions before cutoff dates. Generate reports from QuickBooks (deposits, disbursements, cash activity) and compile Excel worksheets. Submit filings to Schultheis & Panettieri ("S&P") and confirm receipt. Retrieve and file disclosure reports from the NYS Elections website. Maintain filing binders with internal reports, emails, backup documentation, and state filings. Financial Reporting & Reconciliations Prepare monthly reconciliation of Labor Key to cash ledger. Run and analyze reports including: Revenue by Affiliate (comparative) Ads, Tickets, and Contributions (CLC & PAC) Management Report - Affiliate Issues Audit Committee and Staff travel reports Labor Day Parade reconciliations Annual CLC Reception reconciliations Cash Receipts & Deposits Post deposits for A/R and non-A/R receipts (Per Capita, LDP, Reception, Contributions). Ensure receipt categories are accurately coded and proper documentation for each deposit is attached to the corresponding QuickBooks entry. Coordinate with Controller for check handling and deposit submission. Vendor Payments & Accounts Payable Review, prepare, and process vendor payments for CLC, PAC, and PACF. All CLC payments are made via Bill.com. PAC and PACF payments are printed directly from QuickBooks online. For PAC, PACF or any urgent CLC check, prepare vouchers and ensure all invoices are properly approved and documented. Enter bills into QuickBooks, print checks, and coordinate signatures from appropriate officers. Scan checks, invoices, and vouchers and file into the vendor profile in QuickBooks. Maintain internal controls, verify check sequences, and file all paid bills and check copies. Distribute W-9 forms, collect responses, update vendor records, and maintain W-9 files. Affiliate Relations & Membership Maintenance Manage onboarding of new affiliates prior to billing in coordination with the Communication Director, including sending welcome packages and setting them up in Labor Key. Maintain up-to-date affiliate information: addresses, officers, membership counts, billing cycles, and terms. Support updates to the CLC website and internal databases regarding affiliate changes. Administrative & Compliance Support Assist with year-end audit preparation and respond to auditor requests. Maintain weekly backups of all QuickBooks companies and finance folders. Operate postage meter and stuffing machine for invoice and affiliation form mailings. Coordinate internal communication regarding payments, cancellations, membership changes, and PAC transactions. Skills & Qualifications Strong proficiency in QuickBooks Online and Desktop (multi-ledger management). Advanced Excel skills (formulas, formatting, multi-sheet reports). Experience with nonprofit accounting, A/R billing cycles, and PAC compliance preferred. High attention to detail and strong organizational skills. Excellent written and verbal communication skills. Ability to manage complex deadlines and recurring reporting cycles. Knowledge of political reporting (NYS Board of Elections) is a plus! Work Style & Expectations Maintain strict confidentiality of financial and political information. Demonstrate accuracy, timeliness, and consistency in all processes. Collaborate with Controller, Chief of Staff, Political Director, and other senior staff. Manage a large volume of recurring tasks with minimal supervision. Uphold strong internal controls and documentation standards.

A leading global bank is seeking a Sr. Analyst for Wealth Relationship Management in New York. The role involves building and deepening relationships with affluent clients, tailoring financial solutions to their needs. Candidates should have 5-8 years of experience, possess strong analytical and communication skills, and be familiar with financial planning software. Competitive salary and robust benefits package offered, including medical coverage and retirement plans. #J-18808-Ljbffr

A modern online people platform is seeking an experienced Product Manager to own the revenue systems for customer communications. This role involves working with various teams to achieve the company's revenue goals. Ideal candidates should have over 8 years of product management experience, particularly in revenue systems. The position offers a competitive salary range of $210,000 to $263,000 annually for locations such as Seattle, WA. #J-18808-Ljbffr

A leading financial institution is seeking a Senior Client Associate in Boston to provide dedicated support to Financial Advisors and clients. The role requires a Bachelor's degree and the ability to handle client onboarding, and interactions while delivering excellent service. Preferred skills include effective communication and proficiency in Microsoft Office tools. Competitive compensation and benefits are included, with a focus on diversity and inclusion in the workplace. #J-18808-Ljbffr

District Director - Office of Senator Finegold (2500089S) Job Summary: The District Director assists the Senator in maintaining a close connection to district constituents, stakeholders, issues, and trends. In collaboration with, and at the direction of the Senator and Chief of Staff, the Director acts as a liaison between the State House and the district on legislation and other matters of interest to district residents, businesses, and service providers. Utilizing a network of district contacts and a variety of strategies, tools and skills, the Director ensures that the Senator is informed about district concerns and legislative priorities and is engaged in important district events. The Director reports to the Chief of Staff. All applicants are required to submit a cover letter and resume. New hires can expect a salary between $67,114 and $85,117, based on related experience, education, and training. Job Duties and Responsibilities Primary Duties and Responsibilities Coordinate with the Chief of Staff to assist town officials, businesses, and organizations in resolving district issues. Monitor district newspapers, media outlets, social media, and other relevant news sources. Provide staff support to the Senator at district events and meetings including pre‑event briefings, preparation of talking points and other advance work. Inform and advise the Senator on district issues, events, outreach opportunities and economic and demographic trends. Coordinate the delivery of or present awards and citations on behalf of the Senator. Respond to district inquiries on legislation, policy, grants, and other information related to local needs. Receive and respond to constituent requests for help resolving problems or for assistance in receiving services, products, or benefits from federal, state, local or private‑sector providers, providing constituents with regular casework progress updates. Communicate across municipal, state, and federal agencies, advocacy groups, and local and statewide organizations to address constituent concerns and problems. Collaborate with and assist the Senator's policy team in tracking state budget and bond authorization requests from municipalities and organizations in the district and make recommendations to the Senator for consideration. Other Duties and Responsibilities May Include Schedule, plan, and coordinate district meetings and events for the Senator. Manage the Senator's calendar on days when the Senator is in the district. Research legislation and budget issues. Assist with general administrative duties: answering phones, ordering supplies, sorting mail. Train, supervise, or participate in the hiring of office staff or interns. Perform other duties as assigned. Qualifications Minimum Qualifications One to two years of college or technical school and at least 1 year of relevant experience, or any of the following combinations of education and experience: At least 3 years of relevant work experience. Basic understanding of state government operations and the legislative process. Demonstrated experience and understanding of the Senator's district issues, demographics, politics, stakeholders, and history. Excellent oral and written communication skills. Excellent interpersonal skills with the ability to work cooperatively and professionally with a variety of stakeholders. Temperament to communicate with a variety of personalities in a tactful, positive, and professional manner. Strong organizational skills and attention to detail. Ability to think critically and work both independently and as part of a team. Ability to produce quality work under pressure and in a fast‑paced environment. Ability to maintain a flexible schedule including working extended hours, possibly on nights and weekends. Preferred Qualifications Valid driver's license and the ability to travel within the Second Essex & Middlesex Senate District when needed. Benefits 75% state‑paid medical insurance premium Reasonable Dental and Vision Plans Flexible Spending Accounts and Dependent Care Assistance programs Low‑cost basic and optional life insurance - Retirement Savings: State Employees' Pension and a Deferred Compensation 457(b) plan 12 paid holidays per year and competitive Sick, Vacation, and Personal Time Competitive Senate‑sponsored parental leave - Tuition Benefit for employees and spouses at state colleges and universities Long‑Term Disability and Extended Illness program participation options Employee Assistance Programs - Professional Development and Continuing Education opportunities Qualified Employer for Public Service Student Loan Forgiveness Program The Massachusetts Senate is an Equal Opportunity and Affiliated Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religious creed, national origin, ancestry, disability, gender, gender identity, sexual orientation, genetic information, pregnancy, military, and veteran status, or any other characteristic protected under applicable federal, state, or local law. Our goal is to be a workforce that is representative, at all job levels, of the diverse commonwealth we serve, and women, minorities, veterans, and persons with disabilities are strongly encouraged to apply. Job Details Primary Location: Job: Administrative Services Agency: Senate Schedule: Full‑time Shift: Day Job Posting: Jan 5, 2026, 5:06:51 PM Number of Openings: 1 Salary: $67,114.00 - $100,671.00 Yearly If you have Diversity, Affiliation Action, or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator: Kathryn Bethea‑Rivera - ************. #J-18808-Ljbffr

Company: Schultheis & Panettieri, LLP Payroll Compliance Auditor Salary Range: $58,000-$65,000 Hauppauge CPA firm specializing in labor unions and related benefit fund audits seeks Payroll Compliance Auditors to ensure employers make contributions to benefit funds in compliance with applicable agreements. Background in Auditing not essential. We will train the right candidates. Payroll professionals, bookkeepers, data analysts and recent college graduates encouraged to apply! Interest in overnight travel a plus but not required. Multiple positions available at all office locations. Great atmosphere and excellent benefits. Job Responsibilities: • Analyze payroll and related records to ensure completeness and compare to pension and health fund data • Analyze general ledgers and cash disbursement records • Communicate with employers to ensure all eligible participants receive the benefits they are entitled to • Prepare various schedules and reports and then explain the results to all parties involved Ideal Candidate: • Bachelor's degree in Business or related field preferred • Strong analytical skills • Strong Excel/database skills • Basic knowledge of payroll and tax records a plus but not required. • Adept at problem solving ability to identify issues and recommend corrective actions • Responsible team player who can work independently as well • Ability to communicate clearly, both written and orally We are proud of our great work environment, and we offer a competitive and excellent benefits package. If you would like an opportunity to join a great team, please apply today. Benefits Include: Medical, Dental, Vision Life Insurance, LTD, Flex Spending Sick/Vacation time 401(k) / PENSION- A CONTRIBUTION OF UP TO A TOTAL OF 15% TO YOUR RETIREMENT!! Remote capability Flexible work schedule Work/Life Balance We have offices in Hauppauge, NY, Floral Park, NY and Iselin, NJ. Schultheis & Panettieri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.