Our client is an established Fintech Managed Services consulting firm in New York City. They're growing their sales organization and are looking for high-energy Senior Account Executives to join their dynamic sales team.
You bring:
8-10 years Sales and Account Management experience within the IT consulting services and staffing industry.
Knowledge and experience with IT Staffing, Recruiting and Consulting Services practices.
Experience in Project Based Consulting and Solution Selling a plus.
Degree in Business, Marketing or Computer Science preferred.
Excellent verbal, written and communications skills.
Client Relationship Management skills.
Strategic Account Management and experience with Salesforce.com.
Financial Services industry knowledge preferred but not required.
You will:
Act in the Account Management capacity, support all day-to-day account and relationship Management activities including:
Identify, develop and sell new business opportunities into existing and new client relationships.
Support all aspects of account revenue generating activities including,prospecting, lead generation, opportunity qualification and organizational account mapping.
Actively manage a detailed sales pipeline to be maintained in SalesForce.
Successfully manage and grow key accounts, developing long-term customer relationships while building trusted client affinities with key client executives.
Assist with recruiting, hiring and contract management functions.
Participate in and support strategic selling and account planning endeavors including technical proposal development, RFPs/RFIs, deal structure, pricing,commercial contracts, SOWs etc.
Assist and manage ongoing lead gen and marketing campaigns, case study development, distribution, industry events participation, etc.
Work closely with consulting teams to keep abreast of current engagement activities and issues and to support client advocacy matters.
Competitive compensation + Benefits
Connecting Game Changers in Fintech
Fintech Recruiters specializes in placing highly sought after financial technology (FinTech) talent with disruptive startups and innovative companies in the FinTech space.
Our core strength is recruiting talented FinTech Sales Executives, Implementation Managers, Product Managers, Marketing Managers, Pre and Post-Sales Consultants, Business Analysts, Project Managers and C-level Execs in New York, San Francisco, Toronto, Atlanta, London, Hong Kong and Singapore.
$79k-111k yearly est. 60d+ ago
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Sr. Technical Recruiter, Fintech
Fintech Recruiters 4.2
New York, NY job
Our client is looking to hire an experienced Technical Recruiter with strong Capital Markets and/or Financial Services experience to join their growing Fintech Consulting firm.
You will:
Source, interview, and select applicants for technical positions.
View applications.
Call applicants and perform phone screens.
Have applicants come in for formal interviews.
Instruct applicants on the nature of the job and whom they will be speaking with during the interview.
Facilitate meeting between hiring manager and applicant.
Interview applicants.
You bring:
Minimum 5 years professional recruiting experience within an agency environment.
Minimum of 2 years Staff Aug experience
ATS experience required.
Previous experience with recruiter metrics such as time to fill, client satisfaction and sourcing mix highly preferred.
Prior technical recruiting experience required (software developers, QA, project managers, etc).
Connecting Game Changers in Fintech
Fintech Recruiters specializes in placing highly sought after financial technology (FinTech) talent with disruptive startups and innovative companies in the FinTech space.
Our core strength is recruiting talented client-facing FinTech Sales Executives, Implementation Managers, Product Managers, Marketing Managers, Pre and Post-Sales Consultants, Business Analysts, Project Managers and C-level Execs in New York, San Francisco, Toronto, Atlanta, London, Hong Kong and Singapore.
$81k-110k yearly est. 60d+ ago
Managing Director
CFGI 4.2
New York, NY job
CFGI, founded in 2000, is a is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world's leading companies move forward with confidence. We are seeking a strategic and execution-focused Managing Director in the Greater NYC area to support the growth of our FP&A Advisory team.
Roles and Responsibilities:
* The FP&A Managing Director is a key member of the Financial Planning and Analysis team and will help influence clients' financial and business decisions.
* Drive the growth of CFGI's FP&A Advisory practice by developing go-to-market strategies and building strong client relationships.
* Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision.
* Help develop Finance strategies by assessing a client's business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets.
* Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities.
* Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions.
* Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process.
* Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace.
Qualifications and Capabilities:
* 12-15+ years of progressive experience in finance, preferably within a consulting or professional services environment.
* A proven track record of generating new business and expanding client relationships is required.
* Executive-level communication and stakeholder engagement skills, with the ability to influence senior leadership and drive change.
* Entrepreneurial mindset, passion for client service, and commitment to building a high-impact consulting practice.
* Advanced understanding of the FP&A function within a finance organization.
* Extensive experience and understanding of three statement financials and associated modelling.
* Significant engagement management experience as well as business, practice, and people development.
* Ability to concurrently manage internal firm and external client requirements.
* Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus.
* Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial).
* Experience with Finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus.
* ERP technology understanding (SAP / Oracle / Workday, etc.).
* Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients.
* Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$232k-443k yearly est. 18d ago
NetSuite Senior Support Specialist
Citrin Cooperman Advisors LLC 4.7
New York, NY job
This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to
focus on what matters to you
!
Position Description
We are looking for a highly effective NetSuite Support Specialist to join our NetSuite team remotely full-time. This person will utilize best practices and methodologies to respond to and resolve support requests from clients and as needed, identify and route consulting/development requests to the appropriate team members. This candidate must have very strong written and oral communication skills, be highly organized, be capable of multitasking and managing projects, and have prior help-desk experience. This candidate will need to have balanced knowledge and abilities from both a functional and technical skill set as well as be comfortable training users.
Essential Duties & Responsibilities
Respond to support requests within the contracted response time
Track and manage open cases to resolution within ticketing system
Troubleshoot issues in NetSuite and related products
Experience interacting with NetSuite Support
Gather client requirements and document functional specifications
Perform system testing and client end user training
Create / troubleshoot financial statements using NetSuite
Troubleshoot and support NetSuite applications and add-ons
Complete project tasks as assigned, on time and budget
Strong financial / accounting background
Understand inventory, distribution & manufacturing concepts
Qualifications
2-4+ years working with NetSuite in a support or consulting capacity
At least one (1) year working in a help-desk role
SuiteFoundation Certification required
NetSuite Administrator Certification required
NetSuite ERP Consultant Certification preferred
Demonstrated understanding and experience with basic ERP system modules including core financials, distribution and OneWorld. Manufacturing experience preferred.
Thorough understanding of business processes including:
Order to Cash; Procure to Pay; Fixed Assets; Record to Report
SuiteBilling; Revenue Management/ARM
Experience with NetSuite SuiteFlow & Advanced Approvals preferred
Experience supporting NetSuite integrated applications (Banking/ACH, Avalara, Concur, BILL, RF Smart, etc.)
Ability to review, understand, analyze middleware integration logs (i.e. Celigo, Boomi, etc.)
Ability to define, create and complete project deliverables with minimal guidance
Ability to independently manage individual time and tasks
Ability to quickly adapt to new requirements and changing situations
Ability to create and complete documentation
Exhibits professionalism at all times
Excellent written and verbal communication
Education
Bachelor's degree in computer science, engineering, MIS, Accounting or equivalent preferred
NetSuite certifications listed in qualifications
About Citrin Cooperman:
Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: ***********************
CC Disclaimer:
"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
$98k-124k yearly est. Auto-Apply 60d+ ago
Administrative Assistant (49797)
Citrin Cooperman 4.7
Jericho, NY job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking an Administrative Assistant to join our Administrative Support team. They're responsible for assisting in all aspects of office conditions, ensuring workflow, fostering the CC culture, and providing operational support for the Office Manager (OM) and Regional Office Director (OD).
Responsibilities:
Manage reception area operations.
Assist the OM with arranging client or in-house meetings for Partners and staff, managing hoteling spaces, communicating event details, ordering meals, coordinating office events, and setting up/breaking down conference rooms.
Assist with new client onboarding procedures.
Assist in client data updates by assisting with and maintaining Dynamics and STAR Practice Management databases.
Handle incoming mail by opening, scanning, and distributing it, as well as prepare outgoing mail with familiarity of various delivery methods including but not limited to US mail, international mail, UPS, FedEx, and certified mail.
Assist in the preparation, delivery, and filing of engagement letters.
Monitor and manage pooled administration mailboxes.
Maintain clean and welcoming general office conditions for guests and team members.
Communicate common office inventory usage and replenishment needs to the OM.
Assist with ad-hoc projects (as needed).
Qualifications
Have 1-3 years of administrative experience (professional services environment preferred).
Be tech-savvy with proficiency in Microsoft Office and expertise in Excel functions including but not limited to tables, formulas, and formatting.
Possess strong organizational skills, including but not limited to verbal and written communication skills.
Be a team player with the ability to multi-task and pay strong attention to detail.
Have the capacity to work overtime (as needed).
In-office requirement based on specific office location.
$35k-44k yearly est. 18d ago
Senior - Transaction Advisory Services (49794)
Citrin Cooperman 4.7
New York, NY job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for a Transaction Advisory Senior to join our Advisory Department. As a Senior you will be responsible for:
Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers
Prepare Excel data packs and write sections of due diligence reports
Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
Analyze historical financial and operating results of target companies
Prepare financial models related to mergers, acquisitions, or other related transactions
Perform industry research as needed on engagements
Assist with the coordination of the day-to-day duties of planning, fieldwork and wrap-up
Mentor, train and supervise lower-level staff
Apply TAS Best Practices to ensure consistent quality of service and work product
Actively participate in the development of the group's Best Practices
Identify and pursue business development opportunities through industry and networking relationships
Qualifications
Bachelor's degree in Accounting, Business Administration, Economics, Finance or equivalent
CPA or in progress
Minimum of 3+ years of audit and/or financial due diligence experience, preferably dealing with lower middle market companies (
Solid knowledge of US GAAP
Highly proficient in Microsoft Word, Excel, and PowerPoint
Excellent verbal and written communication skills
Strong critical thinking skills
Demonstrated teamwork
Ability to work independently, but also work well with others
Ability to effectively prioritize
Dedication to the firm's Core Values
Intellectual curiosity with the desire to continue to develop professionally
$90k-113k yearly est. 17d ago
Marketing Manager, Brand and Design (50123)
Citrin Cooperman 4.7
New York, NY job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking a talented and experienced Manager, Brand and Design to join the Marketing team. This full-time, manager-level role will oversee the creation and execution of approximately 20-40 digital and print design deliverables per month in support of the firm's marketing efforts. The position manages at least one junior designer, reviews and approves 5-7 design tasks a week, and works collaboratively under the supervision of a design team leader.
The ideal candidate is a hands-on designer with strong communication and collaboration skills, capable of managing multiple projects while maintaining brand consistency and high-quality standards.
Responsibilities are, but not limited to:
Manage graphic designs from conception to delivery, while ensuring brand consistency throughout various marketing initiatives.
Collaborate with other designers to create visually compelling assets for digital and print mediums, including but not limited to logos, social media graphics, email templates via Marketo, promotional materials, and pitch decks.
Exhibit the ability to multitask and prioritize effectively in a fast-paced, deadline-driven environment.
Work with marketing professionals to revise and modify designs based on client feedback and project requirements.
Conduct thorough quality control and review of creative work to ensure accuracy, brand consistency, and high standard of execution prior to client delivery.
Proactively identify brand inconsistencies or changes and recommend solutions that protect the visual brand.
Qualifications
The ideal candidate must:
Have at least 6-8 years of graphic design experience, with a strong portfolio demonstrating relevant work.
Have experience in social media design (strongly preferred).
Have experience working in a corporate or agency environment.
Be an expert in Adobe Creative Cloud software, including but not limited to Illustrator, InDesign, and Photoshop.
Be proficient in Canva, Marketo, and Microsoft Suite.
Possess clear, confident verbal and written communication skills.
$84k-104k yearly est. 4d ago
Consultant
CFGI 4.2
New York, NY job
Consultant - Accounting Advisory Our consultants work as part of a team with other CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings, and developing a strong relationship with client management.
Take ownership of your career at CFGI: Ā· Gain exposure to a wide range of industries and/or projects.Ā· Make a true business impact with your clients.Ā· Own projects from start to finish. Ā· Experience client interaction and thrive in a client-facing role.Ā· Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. Ā· Enjoy the flexibility of office/remote/client site work locations (engagement specific).Ā· Create your own path.Ā· Enjoy what you do! What you might expect: Ā· Preparation of operational due diligence for complex transactions (i.e. - acquisitions and divestitures, stock offerings, debt raises, IPO's). Ā· Accounting projects focused on carving out business units/subsidiaries. Ā· Integration with client's internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support.Ā· Preparation of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. - 10K's, 10Q's, S-1 and S-4 filings, audit coordination). Ā· Research & documentation projects related to new ASC accounting standards.Ā· Process improvement projects and implementation of changes. Who you are: Ā· An undergraduate degree in Accounting - CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.Ā· Two to five years of experience in public accounting and/or industry accounting/finance with a minimum of two years at a Big 4 firm (Deloitte, EY, KPMG, or PwC).Ā· Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.Ā· Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.Ā· Effective analytical and critical thinking abilities.Ā· Entrepreneurial nature, self-motivated, ethical, and dependable.Ā· High energy with commitment to quality client service. CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $95,000 - $115,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual's level and overall work performance. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$95k-115k yearly Auto-Apply 60d+ ago
Associate, M&A Integration (49682)
Citrin Cooperman 4.7
New York, NY job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are hiring an Associate, M&A Integration to join our Integration team within the Corporate Development department. This position is based at our NYC headquarters.
Responsibilities are, but not limited to:
Analyze the finances of personnel changes for target M&A transactions.
Analyze the impact of benefit changes from selling company to acquiring company, as well as provide recommendations to the Corporate Development team and HR.
Maintain accurate and organized records to be communicated and distributed to the relevant functions throughout the M&A lifestyle.
Work cross functionally during preliminary diligence, confirmatory diligence, and integration of each transaction.
Produce full scope budgeting on strategic laterals, small scope acquisitions, and acqui-hires.
Qualifications
Bachelor's degree in Accounting, Business Administration, or related field
2-3 years of experience in middle markets, servicing in an accounting firm
Possess strong organizational, communication, and collaboration skills
Have experience working with financial statements and performing data analysis
Possess high attention to detail and confidentiality
Willing and able to work in-person at the NYC office 4+ days per week (required)
Professional experience and EBP (employee benefit plan) attest (preferred)
Experience in transaction advisory services and/or valuation advisory services (preferred)
$64k-94k yearly est. 17d ago
Facilities Manager (49714)
Citrin Cooperman 4.7
New York, NY job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for a Facilities Manager to join our Administration Department. As a Manager, you will be responsible for:
Responsibilities:
Maintenance & Repairs - Coordinate maintenance, ensure building systems function properly (HVAC, lighting), manage work orders in Prism, and schedule inspections.
Health & Safety - Ensure compliance with safety regulations, coordinate firm-implemented emergency planning, and conduct inspections.
Office Operations - Assist with equipment/furniture purchases, liquidations, and office moves, maintain relationships with property management, and supervise facility operations.
Budget & Vendor Management - Monitor budgets, negotiate contracts, and track expenses.
Project management - Act as a point of contact for security upgrades, renovations, and integration projects, as well as collaborate with architects and contractors to deliver on time and within the budget.
Qualifications
Qualifications:
Bachelor's degree preferred.
Proven experience in facilities management.
Possess strong knowledge of building systems and facility software.
Possess excellent leadership and organizational skills.
Can manage multiple projects under pressure.
Possess strong communication and interpersonal skills.
Can travel as needed (approximately 30% travel time to other locations).
$82k-111k yearly est. 17d ago
Senior Accountant
Fintech Recruiters 4.2
New York, NY job
Job Brief:Our client is a well-funded startup known as a leader in blockchain infrastructure platforms. looking for a Senior Accountant to manage, prepare and analyze the company's financial records.
Responsibilities: responsible for executing a variety of financial procedures, including month-end and year-end closings, accounts payable and receivable, tax returns, bank reconciliations, general ledger reviews, forecasting and budgeting.
Supports the selection and implementation of sales and balance management systems and tools, working closely with teams across the company in making such selections consistently meet our company's quickly evolving needs
Prepares and provide weekly and monthly financial reports specifically related to Proof of Stake (POS) services to assist the team with monthly bookkeeping and financials
Prepares financial statements to ensure transactions and consolidations are properly reflected and in accordance with IFRS/GAAP
Prepares general ledger entries and provides proper supporting documentation for annual audit
Skills Required:
Bachelor's degree in Accounting and/or Finance or another related field required
4-6 years of experience in an accounting and/or finance role
High proficiency with MS Office (Word, Excel, PowerPoint)
Must be able to create and use pivot tables and VLOOKUPs
Working knowledge of GAAP requirements preferred
US work authorization (Preferred)
$78k-104k yearly est. 60d+ ago
Manager - Business Management & Family Office (49991)
Citrin Cooperman 4.7
New York, NY job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for a Manager to join our Business Management and Family Office practice within the Advisory Department. As a Manager, you will be responsible for:
Responsibilities:
Generate and identify opportunities for new business; regularly involved with practice development, networking and other market-facing activities.
Maintain active communication with clients to manage expectations, ensure satisfaction and lead change efforts effectively. Contribute to a strong client relationship through positive interactions and consulting with client personnel and client.
Negotiate the purchase, financing, and monitoring of major assets.
Multi-jurisdictional planning in accordance with SALT and International tax groups.
Ensure staffing & coverage needs are met as needed.
Identify and act as co-lead with Partner for client onboarding.
Manage & mentor with team.
Final review bonus payrolls to officers from loan out entities.
Manage planning and execution of multiple engagement(s)/client(s).
Recognize income, gift, estate tax issues that arise in conjunction with clients' matters.
Understand and manage firm risk on engagement(s) and proposals within budgetary and time constraints.
Investment analysis & life planning.
Qualifications
9-14 years of experience in the business management or family office industry; or 6-9 years of experience in the business management and/or family office industry & Bachelor's Degree (Accounting, Business Administration, Economics or related field)
Prior wealth management & estate planning experience
Active CPA, EA, CFP or PFS preferred but not required
Technical Skills focused on quality
Business acuity focused on the firm and our clients
Leadership focused on talent
Entrepreneurial innovation focused on advancing the firm and the profession
Interpersonal Skills focused on the Team
Advanced external communication skills and regularly client-facing
$90k-119k yearly est. 13d ago
Senior Investment Management Analyst - OEB
Federal Reserve Bank of Richmond 4.8
Newark, NJ job
CompanyFederal Reserve Bank of AtlantaAs an employee of the Atlanta Fed working for the Office of Employee Benefits (OEB) in the Newark, NJ office, you will help support our mission of promoting the stability and efficiency of the U.S. economy and financial system. Your work will affect the economy of the Southeast, the United States, and the world. The work we do here is important, and how we do it is just as important as what we do. We live our values of integrity, excellence, and respect every day. We do the right thing, we do things right, and we treat people right. A career at the Federal Reserve Bank of Atlanta gives you the chance to do work that touches lives and helps communities prosper.
Onsite Work Expectations:
The Bank believes in flexibility to balance the demands of work and life while also recognizing the necessity of connecting and collaborating with our colleagues in person. Onsite work is an essential function of this position, and you are required to be onsite according to the schedule set by your management.
Assists with the oversight of the administration of the investments in the Federal Reserve Systems Thrift Plan and Retirement Plan. Areas of responsibility include preparing, collecting, and interpreting financial information; preparing reports, forecasts, and returns; conducting financial analyses of proposals, investments, and fund sources; reviewing and analyzing investment opportunities in private equity and private real estate; assisting with asset allocation studies, credit analysis; and ensuring compliance with investment policies and procedures.
Key Responsibilities:
Accountable for low/medium complexity Asset Management work including asset allocation studies and product evaluations.
Research and respond to inquiries from external partners, stakeholders, plan participants and Federal Reserve System partners like Finance & Accounting.
Uses data to assist in preparing reports and presentations on each Plan's invested assets.
Identify best practices, perform benchmark analysis and comparisons, and evaluate emerging trends.
Develop presentations and training sessions for Reserve Bank partners.
Lead processes and projects with measurable outcomes.
Education: Bachelor's Degree; MBA Preferred
Experience: Seven + years; extensive experience analyzing institutional investment portfolios or equivalent experience.
Full Time / Part TimeFull time Regular / TemporaryRegularJob Exempt (Yes / No) YesJob CategoryHuman Resources Family GroupWork ShiftFirst (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
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$120k-141k yearly est. Auto-Apply 60d+ ago
Corporate Recruiting Manager
Fintech Recruiters 4.2
Edison, NJ job
Our client is looking for a Corporate Recruiting Manager to work out of their Edison, NJ office.
Successful candidates will have opportunity to manage a team of 4-6 Corporate Recruiters to hire mid and senior level professionals to support their growth plan.
The Corporate Recruiting Manager will partner with Managers to anticipate and meet the evolving needs of the departments and deliver. The Corporate Recruiting Manager will play a critical role in hiring the best possible talent.
This is a strategic role in supporting their aggressive growth plan.
Responsibilities:
-As a Corporate Recruiting Manager, candidate will devise hiring strategy and run the recruitment process.
-Discuss future talent needs of various departments and proactively recruit, source and develop talent pool.
-Manage the recruitment process and life-cycle, including initial assessments, interviews, and offers.
-Work with hiring managers and interview teams to ensure job requirements and expectations are clearly understood and candidates are assessed against appropriate criteria.
-Develop strong relationships and partner with hiring manager, business leaders and HR.
-Track and report key metrics designed to measure and predict staffing activity.
-Develop and implement search strategy that includes vendor selection process and performance metrics for all searches.
-Manage recruiting through several different mediums including, but not limited to:
-Internet based job boards (Careerbuilder.com, Monster.com, etc.)
-Active role based internet recruiting (resume databases, LinkedIn, etc.)
-Employee and personal referrals
-Telephone contacting
-Traditional and non-Traditional methods
-Distribute, collect, & interpret personality, skills and sales based tests
-Communicate testing results and interpretations to managers
-Develop and execute a personal time management plan.
Requirements:
-Ability to manage a diverse dynamic team to achieve company staffing needs
-Staffing/Recruitment experience, strong understanding of and ability to recruit in all levels of the organization from entry level to corporate staff
-4 year degree from a recognized college or university
-Excellent inter-personal skills, communication skills and team based project experience
-Clear understanding of the end to end recruitment lifecycle processes
-Strong communication and negotiation skills
-Strong organizational skills
-Attention to detail and the ability to work under short deadlines to fill multiple positions
-Strong PC Skills. (Outlook, Internet, MSWord and Excel)
Connecting Game Changers in Fintech
Fintech Recruiters specializes in placing highly sought after financial technology (FinTech) talent with disruptive startups and innovative companies in the FinTech space.Our core strength is recruiting talented FinTech Sales Executives, Implementation Managers, Product Managers, Marketing Managers, Pre and Post-Sales Consultants, Business Analysts, Project Managers and C-level Executives in New York, San Francisco, Toronto, Atlanta, London, Hong Kong and Singapore.
$80k-115k yearly est. 60d+ ago
Sr. Benefits Analyst(s) OEB
Federal Reserve Bank of Richmond 4.8
Newark, NJ job
CompanyFederal Reserve Bank of AtlantaAs an employee of the Atlanta Fed working for the Office of Employee Benefits (OEB) in the Newark, NJ office, you will help support our mission of promoting the stability and efficiency of the U.S. economy and financial system. Your work will affect the economy of the Southeast, the United States, and the world. The work we do here is important, and how we do it is just as important as what we do. We live our values of integrity, excellence, and respect every day. We do the right thing, we do things right, and we treat people right. A career at the Federal Reserve Bank of Atlanta gives you the chance to do work that touches lives and helps communities prosper.
Onsite Work Expectations:
The Bank believes in flexibility to balance the demands of work and life while also recognizing the necessity of connecting and collaborating with our colleagues in person. Onsite work is an essential function of this position, and you are required to be onsite according to the schedule set by your management.
We are hiring for multiple Sr. Benefits Analyst positions in both our Health and Welfare and Plan Administration teams.
We're looking for:
Ability to make sound decisions and demonstrate a high degree of trustworthiness in handling confidential and sensitive information.
Ability to communicate clearly and confidently across multiple levels of the organization and externally.
The Senior Benefits Analyst (Plan Administration) is involved in day-to-day operations, administration, communications and compliance of the Federal Reserve's qualified and non-qualified retirement plans, non-qualified deferred compensation plan and other executive programs. Demonstrates effective interpersonal, written verbal communication skills to facilitate effective working relationships. The employee plays a key part in assisting the broader Administration team with data analysis, interacts with plan participants, including actives/retirees, of the Federal Reserve Banks, the Board of Governors, and the Consumer Financial Protection Bureau.
The Senior Benefits Analyst (Health & Welfare) oversees the relationship and service performance of outsourced administrators and service providers for the Federal Reserve's health and welfare benefits plans. Demonstrates effective interpersonal, written verbal communication skills to facilitate effective working relationships. The employee plays a key part in assisting the broader Health & Welfare Benefits team with data analysis, interacts with plan participants, including actives/retirees, of the Federal Reserve Banks and the Board of Governors, and HR and benefits colleagues across the Federal Reserve System.
Accountable for generally low/medium complexity vendor management responsibilities for System-wide benefits programs
Research and respond to inquiries from vendors, stakeholders, plan participants and Federal Reserve System partners like Payroll.
Perform data analysis and process review to support the broader Administration and Benefits team to improve employee engagement, administration efficiency, mitigate risk, and support compliance.
Develop presentations and training sessions for Reserve Bank partners.
Outline key points of nuanced benefits communications for dedicated communications team.
Lead and support processes and projects with measurable outcomes.
Education: Bachelor's Degree or 4 years equivalent experience preferred
Experience: Five + years of experience required or equivalent years of experience.
Our total rewards program offers benefits that are the best fit for you at every stage of your career:
Comprehensive healthcare options (Medical, Dental, and Vision)
401K match, and a fully funded pension plan
Paid vacation and holidays, flexible work environment
Generously subsidized public transportation
Education Assistance Program
Professional development programs, training and conferences
And moreā¦
This is not necessarily an exhaustive list of all responsibilities, duties, performance standards or requirements, efforts, skills or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed when circumstances change (e.g. emergencies, rush jobs, change in workload or technological developments).
The Federal Reserve Bank of Atlanta is an equal opportunity employer.
Full Time / Part TimeFull time Regular / TemporaryRegularJob Exempt (Yes / No) YesJob CategoryHuman Resources Family GroupWork ShiftFirst (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
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$62k-68k yearly est. Auto-Apply 60d+ ago
TAS Manager
Citrin Cooperman Advisors LLC 4.7
New York, NY job
This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to
focus on what matters to you
!
Responsibilities, but not limited to:
Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers.
Plan and manage due diligence engagements on budget
Act as primary client contact for the duration of the due diligence process
Prepare and/or review Excel data packs
Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations
Analyze historical financial and operating results of target companies and explain business trends and identify risks
Prepare financial models related to mergers, acquisitions or other related transactions
Perform industry research as needed on engagements
Schedule and supervise the tasks and project assignments of senior analysts
Mentor, train and supervise junior staff
Apply TAS Best Practices to ensure consistent quality of service and work product
Actively participate in the development of the group's Best Practices
Develop proposal including budgets and scope of work and present proposals to prospective clients
Identify and pursue business development opportunities through industry and networking relationships
Qualifications:
Bachelor's degree in Accounting, Business Administration, Economics, Finance or equivalent
CPA required
Minimum of 2+ additional years of financial due diligence experience
Minimum of 2+ years of audit experience, preferably dealing with lower middle market companies (
Solid working knowledge of US GAAP
Highly proficient in Microsoft Word, Excel and PowerPoint
Excellent verbal and written communication skills
Strong critical thinking skills with the ability to solve unstructured problems
Excellent project management and organizational skills
Ability to multi-task and manage multiple engagements at once
Strong relationship building and networking abilities
About Citrin Cooperman:
Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: ***********************
CC Disclaimer:
"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
For positions in New York, the salary range is $120,000 -- $140,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.
$120k-140k yearly Auto-Apply 60d+ ago
Senior Technical Business Analyst, Private Markets
Russell Investments 4.5
New York, NY job
Business Unit:Global Technology Salary Range:$90,000 USD - $140,000 USD
Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.
Job Description:
This position functions as a key member of the Investment Division Technology team, with a specialized focus on Private Markets. The Lead Technical Analyst is responsible for analyzing, designing, and implementing scalable business and data solutions that support the evolving needs of Russell Investments' Private Markets platform. This role will lead efforts in requirements gathering, solution design, and business acceptance for new technology, data, and process initiatives. The role also contributes to architectural planning, particularly in areas such as data integration, analytics, and reporting frameworks tailored to private asset classes.
The responsibilities of the individual in this position include:
Partner with Private Markets investment teams and Shared Services to deliver technology and data solutions that enhance operational efficiency and investment insights.
Lead the creation of detailed business and technical requirements for new systems, data pipelines, and reporting tools.
Collaborate with internal stakeholders to ensure alignment between business needs and technical implementation.
Manage and execute projects or workstreams, including planning, stakeholder communication, and delivery oversight.
Facilitate the transition of new solutions into business-as-usual operations, ensuring proper documentation and training.
Define and promote best practices for data governance, metadata management, and integration strategies specific to private markets data (e.g., fund-level, deal-level, cash flows, valuations).
Contribute to the development of technology roadmaps and the evolution of the Private Markets data architecture.
Maintain and enhance documentation for systems, data flows, and business processes.
Demonstrate deep understanding of private markets workflows and data, and translate that into effective technical solutions.
The successful candidate will have extensive demonstrable skills and experiences including the following:
5+ years of experience in a technical or business analyst role.
1+ years of experience within private equity, real estate, infrastructure, or other private asset classes.
Proven experience managing or leading technology projects in financial services.
Strong skills in requirements elicitation, documentation, and stakeholder communication.
Proficiency in SQL and Excel for data analysis and validation.
Familiarity with private markets data structures, performance metrics (e.g., IRR, TVPI), and reporting standards.
Experience working with data platforms, ETL tools, and business intelligence/reporting tools.
Excellent organizational skills and ability to manage multiple priorities in a fast-paced environment.
Strong written, verbal, and presentation communication skills.
Ability to collaborate effectively across business and technology teams to solve complex problems.
This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.
Equal Employment Opportunity
Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.
$90k-140k yearly Auto-Apply 15d ago
Director of Procurement (49176)
Citrin Cooperman 4.7
New York, NY job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for a Director of Procurement to join our Firm Operations team. The initial commodity categories this role focuses on will be IT and facilities expertise. This role involves acquiring IT equipment, software, and facilities services, ensuring quality, cost-efficiency, and timely delivery. This role involves collaborating with departments, negotiating with suppliers, and maintaining vendor relationships. Additionally, this role will evolve to expand procurement to other areas of Citrin Cooperman to create a center of excellence for the procurement function.
As the Director of Procurement, you will be responsible for:
Developing and implementing procurement strategies for IT equipment, software, and facilities services.
Conducting market research to identify potential suppliers and evaluate their capabilities.
Negotiating contracts and agreements with suppliers to secure the best terms and conditions.
Overseeing the procurement process from requisition to delivery, ensuring timely and accurate fulfillment of orders.
Monitoring supplier performance and maintaining strong relationships with key vendors.
Collaborating with IT and facilities departments to understand their procurement needs and provide effective solutions.
Ensuring compliance with company policies and procedures, as well as relevant regulations and standards.
Preparing and presenting reports on procurement activities, including cost savings and supplier performance.
Identifying and implementing process improvements to enhance the efficiency and effectiveness of the procurement function.
Building and developing the procurement team, providing guidance, training, and support to ensure high performance and professional growth.
Establishing and expanding the procurement function across other areas of the business, aligning with the company's strategic goals and objectives.
Qualifications
Master's degree or bachelor's degree in business administration, supply chain management, or a related field.
At least 10 years of experience in procurement (focus on IT and facilities processes preferred).
Strong knowledge of procurement principles, practices, and techniques.
Excellent negotiation and contract management skills.
Proficient in using procurement software and tools.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Strong organizational and time management skills.
Proven success in a high growth organization
Professional certification in procurement (e.g., CPSM, CPIM) is highly desirable.
Knowledge of current trends and developments in IT and facilities management.
$103k-133k yearly est. 18d ago
Winter Internship 2027 | Tax Intern | Florham Park (49592)
Citrin Cooperman 4.7
Florham Park, NJ job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
A Tax intern is provided with tools and training to gain professional skills and experience. The internship is structured as a learning experience that combines class theory with real world applications.
The Winter Internship Program is during our busy season, usually beginning early January and ending in April or May depending on your department.
Responsibilities, but not limited to:
Preparing tax returns and tax extensions
Organizing tax information
Assisting with tax notices and examinations
Maintain working knowledge of tax preparation software used in office.
Various administrative tasks, as needed.
Qualifications
The ideal candidate must:
Be a junior or year prior to graduation (dependent on 4- or 5-year program)
Have completed at least one tax class.
Have the flexibility to work a minimum of 25 hours each week.
Have the flexibility to work weekends as needed.
Have a minimum GPA of 3.0/4.0
Must be authorized to work in the US.
Have strong organizational, interpersonal and communication skills.
Be detail oriented.
Be proficient in Microsoft Office Suite
Be a participant in the VITA Program
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.
$48k-71k yearly est. 6d ago
Regional Support Manager
CFGI 4.2
New York, NY job
New York Regional Support Manager The Regional Support Manager will work as part of a team supporting CFGI's national offices in New York City, Stamford, Washington DC, and Charlotte. This person will sit in the New York office and be the main point of contact for employees in their region regarding day-to-day operational questions and tasks. The ideal candidate must have a high level of positive energy and professionalism, while also being self-sufficient with the ability to help automate and streamline processes.
Specific Responsibilities:
Regional Support Manager
* Primarily working out of the CFGI New York City office
* General office responsibilities (ie: stock snacks/drinks, create/terminate badges, greet visitors, accept deliveries, sort mail, order business cards, book conference rooms, etc.)
* Plan and execute events such as internal socials, external marketing events, etc.
* Coordinate with the building to maintain up-to-date COIs for tenant/vendors, submit maintenance requests, and coordinate access for office visitors
* Provide coverage for other functions of the Regional Support team as needed
Skills/Competencies:
* Excellent verbal/written communication and presentation skills
* Ability to appropriately prioritize and handle multiple requests
* Excellent time management and organizational skills
* Experience with Salesforce, or other comparable CRM/Task Management systems
* Experience using Microsoft Office
* Experience with supporting multiple offices
* Experience with event coordination
Education/Experience Requirements:
* A minimum of one to two years' experience in administrative, facilities, or event coordination
* An associate or bachelor's degree from an accredited university is preferred
CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $80,000 - $85,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual's level and overall work performance.
$80,000 - $85,000 a year
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.