Senior finance analyst jobs in Spring Valley, NY - 733 jobs

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

Director, Financial Planning At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients. We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing Practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you! Responsibilities: Serve the client's best interests, providing outstanding financial advice guidance Effectively evaluate client situations and analyze their needs Develop and present a compelling set of recommendations Adept at building positive relationships with clients Skilled at influencing clients to improve their financial well-being Requirements: Direct client-facing experience in a fee-based wealth management or planning role Results driven approach with a consistent track record to form relationships Desire for role with base salary, performance-based compensation and growing earnings potential Must possess an active Series 65 Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment A Clean U-4 A Certified Financial Planner (CFP) or other certification is desired but not required Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 - $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. © 2024Edelman Financial Engines, LLC. Edelman Financial Engines is a registered trademark of Edelman Financial Engines, LLC. All advisory servicesprovidedby Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819 For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or *******************************. 1 The Barron's 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA. 2 Edelman Financial Engines data, as of September 30, 2024. #J-18808-Ljbffr

As Vice President of Finance, you will lead the financial operations of our growing construction and development organization. This individual will play a key leadership role in driving financial performance, managing risk, and ensuring the financial health of the company. Responsibilities/Duties: Partner with executive leadership to develop and execute long-term financial strategy. Provide data-driven insights and recommendations to support business growth and profitability. Evaluate and improve financial processes, systems, and internal controls. Lead the annual budgeting process and rolling forecasts. Monitor performance against budgets and identify areas for improvement. Oversee monthly, quarterly, and annual financial close processes. Ensure compliance with Generally Accepted Accounting Principles (GAAP) and all applicable financial regulations. Preparing and communicating financial statements to stakeholders such as Apex senior leadership and Advisory Board. Challenge senior leadership on business decisions and provide effective issue resolutions. Develop plans for growth to increase company profit while reducing expenditure. Provide timely and accurate financial statements, job costing reports, and cash flow projections. Manage cash flow, financing, and working capital needs. Oversee relationships with banks, lenders, and financial partners. Lead accurate job cost accounting and reporting. Work closely with project managers and operations to track project budgets, costs, and profitability. Identify trends and provide proactive financial insights on underperforming projects. Implement policies and procedures to safeguard company assets. Ensure compliance with tax laws, insurance requirements, and industry regulations. Oversee audits and manage relationships with external auditors and consultants. Lead and mentor a team of finance and accounting professionals. Foster a culture of accountability, collaboration, and continuous improvement. Qualifications: Bachelor's degree in accounting or finance. CPA required. 10+ years of progressive financial leadership experience, with at least 5 years in construction or real estate development. Deep understanding of construction job costing, project budgeting, and WIP reporting. Working knowledge of general contracting financing and development financing accounting. Experience with construction ERP systems (e.g., Sage 300, Viewpoint, Procore, Premiere.) preferred Strong analytical, problem-solving, and decision-making skills. Proven ability to work cross-functionally in a fast-paced, project-driven environment. Required Skills/Abilities: Strong written, verbal, and presentation communication skills to convey complex financial information clearly to stakeholders, including investors, advisory board members, and employees. Skilled in identifying, analyzing, and solving financial problems for maintaining the company's financial health. Strategic thinker with hands-on operational experience Ability to build and maintain strong relationships with various stakeholders and to collaborate effectively. Strong leadership skills to guide and lead the finance team in supporting the overall organization Make sound, high-stakes decisions that align with company goals while managing risks effectively. Prioritize tasks and manage multiple responsibilities to meet deadlines without compromising quality. Working Conditions: The Vice President of Finance will be based in the corporate headquarters in Yonkers, New York with some travel to construction locations around the New York City area. Equal Employment Opportunity We're proud to be an equal opportunity employer - and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. At Apex, we know that diversity makes us stronger. We are committed to a collaborative, inclusive environment that encourages authenticity and fosters a sense of belonging. We strive for everyone to feel valued, connected, and empowered to reach

A global financial services firm is hiring an Analyst for its Transformation Office in Atlanta. The ideal candidate is an undergraduate or master's student graduating between September 2025 and July 2026, with a strong analytical mindset, problem-solving skills, and attention to detail. Responsibilities include driving strategic projects, conducting business process reviews, and engaging with stakeholders. This is a full-time position offering opportunities to learn and develop in a dynamic environment. #J-18808-Ljbffr

A prominent consumer goods company in Hoboken, New Jersey, is seeking a Senior Manager to support the North America Marketing team with financial insights and analysis. This role involves collaborating with cross-functional teams to evaluate the financial viability of new product developments and monitoring their performance. Candidates should have over 10 years of finance experience, ideally in the FMCG industry, and possess strong analytical and problem-solving skills. The position offers a competitive salary, bonus eligibility, and a comprehensive benefits package. #J-18808-Ljbffr

A leading financial services company is seeking a Director of Financial Reporting to support its Controllers team in Newark, NJ. This role requires strong leadership and GAAP reporting experience within the insurance sector. Responsibilities include overseeing accounting policies, managing relationships with corporate partners, and providing analyses for regulatory reporting. The role is hybrid, necessitating onsite presence as determined by management. Competitive salary range is $147,100 to $220,700, complemented by a comprehensive benefits package. #J-18808-Ljbffr

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

A leading university in New Jersey is seeking a Chief Financial Officer to oversee the financial affairs of the School of Nursing. This position involves managing budget development, internal controls, and financial reporting to ensure compliance with university policies. The ideal candidate will lead financial activities and report directly to senior management, contributing to the financial health of the school. #J-18808-Ljbffr

We are looking for a senior FX professional to develop and lead a quantitative FX Strategy at Trexquant. In this role, you will be responsible for developing strategies and building out a team for researching, implementing, and trading profitable FX based strategies within our core product. Your work will integrate FX as an asset class in our proven quantitative processes and significantly expand our tradable universe, profitability, and competitive edge. Responsibilities Identify data useful for building and backtesting proposed FX trading strategies then build pipelines to feed these datasets into our research and trading platforms. Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading FX based strategies. Develop FX based trading strategies and partner with the executions team to optimize execution of strategies, harmonizing with existing investments and asset classes. Partner with the risk team to establish monitoring and controls for FX specific risk exposures as well as risk allocation among our incumbent strategies. Build out and lead the FX Strategy Team to continually add, enhance and monitor FX alphas for the ongoing profitability and scale of the team's strategies. Regularly present to senior management to collaborate and align quantitative FX research with overall trading and investment strategies. Qualifications Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields. 5+ years of experience in researching and trading quantitative FX based strategies. Experience managing or leading a team of quant researchers. Strong quantitative skills. Proficiency in Python. Benefits Competitive salary, plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment while solving the hardest problems in the financial markets. PPO Health, dental and vision insurance premiums fully covered for you and your dependents. Trexquant is an Equal Opportunity Employer #J-18808-Ljbffr

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

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

The Financial Controller plays a critical leadership role overseeing accounting operations, financial reporting, and compliance activities for a U.S.-based organization operating within a highly regulated environment. This position blends strategic financial oversight with hands-on execution, offering the opportunity to influence business performance, lead a small finance team, and collaborate with cross-functional partners. The role provides exposure to international reporting requirements, operational logistics, and executive decision-making. RESPONSIBILITIES Oversee monthly, quarterly, and annual close activities, ensuring accurate and timely financial statements. Analyze profit and loss results, with a strong focus on revenue trends, operating expenses, and cost controls. Develop and manage annual budgets, forecasts, and ongoing variance analysis to support leadership planning. Lead and mentor a finance team responsible for accounts payable, accounts receivable, and general accounting. Review payroll-related accounting entries and maintain accurate employee financial records. Act as the primary financial contact for third-party logistics partners, reviewing invoices, chargebacks, returns, and inventory discrepancies. Oversee credit approvals, monitor receivables aging, and support timely cash collections. Manage required regulatory and compliance reporting, including government pricing submissions and transparency reporting. Coordinate and lead internal and external audits, serving as the main financial point of contact. Ensure required business and operational licenses remain active and compliant across all applicable jurisdictions. Support sales operations through incentive compensation calculations, expense auditing, and fleet program oversight. Manage financial aspects of imported goods, partnering with logistics and regulatory stakeholders to resolve issues. Collaborate with IT partners to maintain secure financial systems, payment processing, and compliance standards. Support onboarding processes by ensuring financial system access, expense tools, and corporate resources are established. QUALIFICATIONS 7-10+ years of progressive accounting or finance experience, including leadership responsibility. Prior experience in a Controller or Accounting Manager capacity. Background in a regulated industry such as pharmaceuticals, life sciences, or healthcare strongly preferred. Bachelor's degree in Accounting or Finance; advanced credentials such as CPA or MBA are advantageous. Strong working knowledge of U.S. tax requirements, multi-state compliance, and financial reporting standards. Experience working with ERP systems and expense management platforms. Demonstrated ability to lead teams, manage competing priorities, and partner across departments. BENEFITS High-visibility leadership role with direct impact on business strategy and financial performance. Exposure to international operations and collaboration with global stakeholders. Opportunity to lead and develop a dedicated finance team. Broad scope of responsibility offering career growth and skill diversification. Competitive compensation and comprehensive benefits package. Stable, long-term role within a growing and regulated industry.

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

Reports to: VP Consolidations & Finance Systems Job Type: Full-Time As a Finance Consolidations Senior Analyst at QXO, you'll initially play a key role in the implementation, testing, validation, reconciliation and maintenance around all data flows originating in our new Oracle subledgers through to our EPM system. As systems go live the key focus will migrate to managing metadata / chart of accounts and trial balance / transactional data and hierarchies in our EPM system including Oracle FCCS / EDMCS / EPBCS. The role will develop into a full fledged consolidation and reporting role that will produce consolidated reporting to our external reporting, tax and FP&A teams. As such, the role requires a solid accounting background coupled with a strong desire to produce meaningful reporting through cutting edge data management. This is not a pure play systems configuration role and the candidate likely started their career in accounting. What you'll do: Initially this role will focus on everything around system implementation (data perspective including metadata and transactional data) but will quickly migrate to managing reporting out of the EPM space in support of key stakeholders including external reporting, FP&A, tax etc. Serve as a key member of the finance / accounting team with primary focus in our EPM Reporting space but will also play a key role in assisting with the implementation of Oracle Fusion subledgers along with the validation and testing of key data flow across Oracle Cloud. Execute extensive User Acceptance Testing (UAT) by assisting with test plan design, writing structured test scripts, validating accounting data flows, identifying defects, and partnering with the implementation team to ensure accurate and compliant data flows. Assist with metadata management within EDMCS, including coordinating metadata changes, maintaining hierarchies, and overseeing mapping governance to ensure consistency across Fusion, FCCS, reporting, and downstream analytics. Support finance EPM stakeholders with reporting solutions, metadata requests, mapping updates, and issue resolution related to close, consolidation, and financial data integrity. Own and execute SOX controls relating to all of the above duties. Troubleshoot and resolve financial systems issues, data breaks, and reporting discrepancies across Fusion, Data Management, FCCS, and related financial tools-partnering with IT on root-cause analysis and long-term fixes. Will eventually manage intercompany accounting, investment eliminations, assist with tax reorganization accounting etc. What you'll bring and who you are: Above all you are an accountant or have a solid accounting background who has over time migrated to and has a very strong interest in squeezing the most value out of accounting data in an EPM environment (reporting). In this regard, you likely have started your career in the big 4 or a mid tier accounting firm and have a very strong interest in managing accounting data and systems to produce world class reporting. You are really good at making sense of and reconciling massive blocks of transactional and trial balance data and how that maps from our ERP system through to our EPM system. As such you have very strong skills in excel using all types of look up formulas. Your strong suit in the accounting area is consolidation accounting and you understand the basics around business combination accounting, intercompany accounting, investment eliminations, assisting with tax reorganization entries etc. This is not a role for a “systems only” individual and this role does not engage in system configuration. We have an IT team who will be managing that aspect of both ERP and EPM. Background in working in ERP systems as an accountant will be helpful as well as EPM financial systems (EDMCS / FCCS/EPBCS), finance data management including chart of accounts , metadata management is a big plus. Hands-on experience in the Oracle EPM area particularly around establishing financial data flows (particularly between EDMCS and all Oracle Systems for metadata and then between Oracle Fusion, Data Manager and FCCS), and validating and reconciling these data flows. Prior experience executing UAT plans that test data integrity across end-to-end accounting flows-ideally across modules such as AP, AR, Inventory, Costing, FA, Projects, and Order Management. Strong technical aptitude in data management, process automation, and identifying efficiencies across financial systems and operational workflows. A collaborative, problem-solving mindset with the ability to partner effectively with finance stakeholders, IT, and cross-functional project teams. What you'll earn: 401(k) with employer match Medical, dental, and vision insurance PTO, company holidays, and parental leave Paid training and certifications Legal assistance and identity protection Pet insurance Employee assistance program (EAP) About the company QXO is the largest publicly traded distributor of roofing, waterproofing, and complementary building products in the United States. The company aims to become the tech-enabled leader in the $800 billion building products distribution industry and generate outsized value for shareholders. QXO is targeting $50 billion in annual revenues within the next decade through accretive acquisitions and organic growth. QXO is an Equal Opportunity Employer. We value diversity and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other protected status. To comply with Pay Transparency laws, employers must disclose an annual salary range. Actual offers depend on factors such as location, experience, skills, and market data. This position may also offer variable compensation.

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

Core Roles & Responsibilities: Support KPI management and performance monitoring across logistics operations, ensuring alignment with business objectives. Assist in Profit & Loss (P&L) analysis, budget tracking, cost analysis, and variance reporting. Conduct data analysis to identify trends, risks, and opportunities related to cost efficiency and operational performance. Prepare regular management reports and dashboards, including KPI results, financial performance, and operational insights. Support planning and improvement initiatives related to cost optimization, productivity, and operational efficiency. Collaborate with cross-functional teams including Operations, Finance, and IT to support planning and reporting activities. Assist in ad-hoc business analysis and special projects as required by management. Requirements: Fluency in Korean is mandatory (verbal and written); professional proficiency in English required. Bachelor's degree in Business Administration, Finance, Accounting, Economics, Mathematics, or a related field. 0-3 years of experience in business planning, finance, logistics, or data analysis (internship experience acceptable). Strong analytical skills with the ability to interpret financial and operational data. Proficiency in Excel and PowerPoint; experience with SAP, BW, TMS, or WMS is a plus. High level of attention to detail, accuracy, and organizational skills. Strong communication and interpersonal skills with the ability to work effectively across teams. Self-motivated, proactive, and eager to learn in a fast-paced business environment. Strong data analysis and extensive experience with creating data models to support business decisions using sophisticated technology are highly preferred. Business Hours Mon-Fri 08:00 AM to 5:00 PM

This role supports daily treasury and operational activities related to cash, margin, and settlement processes. The position works closely with internal teams and external counterparties to ensure accurate cash movement, reconciliation, and reporting across multiple financial products. Primary Responsibilities Execute daily cash movements related to margin requirements and transaction settlements Monitor cash balances and liquidity needs, including short-term forecasting and funding activity Review margin activity, investigate differences, and coordinate resolution of discrepancies Reconcile cash, trades, and positions across internal systems and third-party service providers Validate transaction details to ensure accuracy of bookings, valuations, and pricing inputs Assess currency exposures and support execution of foreign exchange activity as needed Contribute to the maintenance and improvement of treasury tools, workflows, and controls Prepare operational summaries and reporting for internal stakeholders Support process improvement initiatives and respond to time-sensitive requests Remain current on market practices, operational standards, and industry developments Required Qualifications Bachelor's degree in Finance, Business, or a related discipline 2-3 years of experience in treasury operations or cash management operations General understanding of margining, collateral processes, and financing structures Knowledge of cash management procedures and operational risk controls Experience with electronic payments, wire processing, and banking platforms Exposure to derivatives, foreign exchange, equities, and fixed income products Strong attention to detail with the ability to manage multiple priorities under deadlines Effective written and verbal communication skills Advanced proficiency in Microsoft Excel and standard office applications ID: 47596

Posting Type Hybrid/Remote This role will be the end-to-end process subject matter expert, own Zuora platform operations, and lead project teams supporting our Billing/Collections and Revenue Accounting teams' initiatives. The Manager, Finance Systems will partner closely with IT to ensure quality integrity and seamless integration throughout the data lifecycle with Salesforce CPQ, upstream, and Workday Financials, downstream. The ideal candidate will have high fluency in both functional and technical discussions with the gumption to develop flexible, future-proof solutions in this critical area of the business. This role reports to the Director, Financial Systems and can be remote with some travel expectations Job Description and Requirements Responsibilities Administer and own configuration of Zuora platform (Billing and Revenue/RevPro) to meet business needs and support scalable growth Lead and execute roadmap objectives increasing accuracy and efficiency Champion innovation and automation through AI and other intelligent solutions Triage and identify bug fixes required for Zuora while working with 3rd party resources Participate in all stages of the SDLC, from QA to UAT, for Zuora-related fixes and dependent system impacts Maintain tight collaboration with key cross-functional stakeholders and drive alignment Ensure compliance controls satisfy audit and SOX requirements Requirements Bachelor's degree in Computer Science, Information Systems, Finance, or related fieldor equivalent experience 8+ years of combined hands-on technical financial systems experience including Zuora Billing and Zuora Revenue/RevPro In depth functional knowledge of 606 Revenue Recognition standards Demonstrated ability to partner effectively with business and technical teams Solid understanding of data reporting tools Integration experience with Salesforce CPQ, Workday Financials, and Adaptive a plus Exceptional attention to detail Relativity is committed to competitive, fair, and equitable compensation practices. This position is eligible for total compensation which includes a competitive base salary, an annual performance bonus, and long-term incentives. The expected salary range for this role is between following values: $116,000 and $174,000 The final offered salary will be based on several factors, including but not limited to the candidate's depth of experience, skill set, qualifications, and internal pay equity. Hiring at the top end of the range would not be typical, to allow for future meaningful salary growth in this position. Suggested Skills: Agile Methodology, Application Management, Cloud Computing, Database Management, DevOps, Information Technology Operations, Project Management, Software Development, Software Development Life Cycle (SDLC), Vendor Management

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