We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
Six plus years of work experience in Private Banking or Financial Services
Bachelor's Degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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Community Mental Health Affiliates, Inc. (CMHA) is a private non‑profit treatment provider headquartered in New Britain, with seven locations throughout the city and in Waterbury. We partner with clients and the community to promote recovery from mental illness and substance use, treating more than 7,500 adults and children each year. CMHA is Connecticut's first fully Joint Commission accredited Behavioral Health Home and is a SAMHSA Certified Community Behavioral Health Clinic (CCBHC). Visit cmhacc.org to learn more.
Internal mobility and career pathing is a focus at CMHA with many employees growing from individual contributors to leaders.
CMHA is looking to hire a full‑time 40 hours per week Chief Financial Officer. This position will be located at 233 Main St. New Britain, CT 06051 Monday‑Friday, 8:30AM ‑ 4:30PM.
Compensation Range
The annual salary range for this position starts at $167,500.
Compensation for each position is determined not only by years of relevant experience, education, and skills, but also by maintaining internal pay equity. CMHA also takes into consideration our benefits and paid time off package to provide a well‑rounded and competitive approach to the applicant's overall compensation.
Position Summary
Responsible for providing leadership, guidance and oversight of the Financial Services, Billing Management, and Payroll in order to ensure the strong financial health of the organization. Ensures smooth daily financial operations of the Finance department.
Essential Responsibilities and Target Outcomes
Provides fiduciary leadership by directing and coordinating the agency's financial affairs according to Generally Accepted Accounting Principles, state single audit guidelines and other government regulations.
Directs fiscal year end reporting in compliance with audit guidelines established by the agency's Independent Accounting firm, by annual tracking, compilation and analysis of financial results.
Ensures timely and accurate financial reports are submitted to the CEO, Board of Directors and its subcommittees, in support of strategic and program decision‑making.
Works with the Chief Human Capital Officer by assisting with the selection and analysis of all employee benefits packages, based on cost, utilization and variety of plan options.
Establishes and manages the agency line of credit, ensuring access to capital for operations, projects, etc.
Ensures efficient utilization of capital assets by directing receipt, disbursement, and expenditures of funding.
Provides control and efficient use of funds by approving and signing documents affecting monetary transactions.
Through staff, directs activities concerned with safekeeping, control, and accounting for assets.
Through staff, directs preparation of budgets, financial forecasts and analysis of division or department budget requests to identify areas in which reductions can be made; allocates operating budget.
Directs preparation of reports which outline agency's financial position in areas of income, expenses, and profit/loss based on past, present and future operations.
Prepares directives to division or department administrators outlining policy, program, or operating changes to be implemented.
Plans and directs new operational procedures to obtain optimum efficiency and reduced costs.
Through staff, oversees the development of all affiliate and subcontractors' agreements including monitoring of contract compliance and reporting requirements.
Recruits, orients, trains and supervises staff. Identifies ongoing staff training needs and conducts staff performance appraisals.
Manages the process for annual update and review of agency financial policies and procedures.
Manages the CMHA 403b Plan and audit for the agency. Chairperson of the CMHA 403b Plan Committee.
Serve as Corporate Compliance Officer.
Serve as Risk Manager for Agency in reviewing and binding all insurance coverage of the organization.
Review and negotiate provider insurance payer contracts to optimize third‑party billing rates.
Other duties as assigned.
Qualifications
Bachelor's Degree in Accounting, Finance or Business required. Master's Degree in Accounting or MBA strongly preferred or equivalent experience.
CT Driver's License.
Certified Public Accounting Credential (CPA) strongly preferred.
Minimum of 12 years total with 8 years of management and supervisory experience in financial environment inclusive of reporting and analysis, credit, payroll and other accounting/financial responsibilities.
Must include a minimum of 6 years of management of a financial unit inclusive of staff, budget and performance management. Not‑for‑profit experience is required. Health care experience is strongly preferred.
Demonstrates Intermediate to advanced experience with Microsoft Office products including Word, Outlook, Excel, PowerPoint. Experience/knowledge in utilizing financial management/billing software systems and linked clinical business applications, including Electronic Medical Record (EMR) systems such as EPIC. Experience in general ledger business system such as Abila. Experience in supervising facilities management or equivalent experience and training to meet the demands of the position.
Behavioral Skill Sets
Ability to apply knowledge of the Health Insurance Portability and Accountability Act Privacy and Security regulations and provisions (HIPAA).
Organizational ability to balance priorities according to workload constraints and conflicting timelines.
Ability to maintain composure under pressure; Ability to plan both in the long and the short-term considering the goals, challenges and changes that exist in the organization. This will include projected decision-making on deployment of staff and resources.
Knowledge and ability to establish appropriate courses of action to accomplish goals within realistic target dates.
Demonstrated ability to efficiently use agency resources to initiate projects, anticipate changes or needs, set and meet priorities.
Demonstrated ability to effectively provide administrative staff supervision to maximize staff performance and productivity.
Demonstrated competency in leading staff teams and effective interaction with agency Board members.
Demonstrated interpersonal/communication competency.
Demonstrated ability to ensure the security and confidentiality of client information and records in a manner consistent with professional and agency codes of ethics.
Demonstrated awareness/sensitivity to all types of issues related to client diversity, including cultural, ethnic, language, gender, sexual orientation, gender preference, physical handicap and spiritual diversity.
Resource Management
Ensures adherence to CMHA budget; through intentional utilization of external resources, grants, implementation of revenue generating projects, and collaborates interdepartmentally for best practice.
Staff Management
Sets high, attainable standards and expectations for staff. Directs assigned departments by defining expectation. Responsible for talent acquisition. Provides team feedback through individual and group supervision. Models a collaborative culture and encourages discretionary effort. Addresses and resolves employee relations issues. Provides training consistent with current and future job requirements.
Quality & Compliance
Ensures adherence to all policies and procedures and the organization's Mission & Values. Maintains knowledge of and adherence to legal and regulatory requirements and includes information in ongoing employee education. Participates in the development and implementation of new programs, protocols, and processes.
Customer Service/Relationship Management
Maintains a professional, courteous, and positive demeanor in all interactions. Works collaboratively, participates in achieving common goals, shares knowledge and expertise. Conveys information clearly, listens with empathy, and accepts constructive feedback.
Professional Development
Engages in and sustains professional affiliations. Stays current with knowledge, skills, and credentials by participating in seminars, conferences, and other educational opportunities. Reinforces new learning and development in routine supervision and oversight. Actively seeks out new information and monitors industry trends to deepen expertise in their field. Cultivates a mindset rooted in continuous learning and growth.
Strategic Planning
Drives organizational growth by setting innovative goals and evaluating operations, leveraging strong analytical and communication skills to implement adaptive, high‑impact strategies and monitor performance outcomes.
Community/Public Image
Acts as a visible and effective ambassador for CMHA, actively participating in community and industry affairs to promote and enhance the agency's public image. Coaches and empowers staff to engage meaningfully in local, state, and national initiatives relevant to the organization's mission. Maintains a deep understanding of emerging trends, policies, and developments that impact the organization and the communities it serves. Approaches every interaction-internal and external-with knowledge, passion, and purpose.
Personal Leadership
Guided by the ten (10) principles of personal leadership, fosters self‑awareness, builds and maintains professional relationships. Focuses on continuous learning and development and strives for improvement and inspires others to do the same. Takes responsibility for one's actions and outcomes. 1. Be in the Moment, 2. Be Authentic & Humanistic, 3. Volunteer Discretionary Effort Constantly, 4. Model High Performance - Desired Behaviors that Drive Desired Results, 5. Respect and Leverage Separate Realities, 6. Be Curious vs. Judgmental, 7. Look in the Mirror First - Be Accountable, 8. Have Courageous Conversations, 9. Provide Timely, Clear, and Specific Performance Expectations and Feedback, 10. Teach, Coach, and Mentor - Spend at least half your time developing others.
Benefits
Medical, Dental, and Vision Insurance packages.
403(b)-retirement savings plan with CMHA matching starting after 1 year of service.
11 observed holidays.
3 Wellbeing days off on a Friday throughout the year to extend a long weekend.
2 CHMA/Personal days to use throughout the calendar year.
Up to 24 days of PTO that increases with years of service.
Paid agency closure between Christmas and New Year's (except 24/7 programs) *must be approved annually.
Company paid Life Insurance and Long‑Term Disability.
A comprehensive Employee Assistance Program (EAP) that offers counseling, coaching, and wellness resources for staff as well as members of their household.
Higher education tuition discounts at participating schools through the Alliance's academic partnerships.
Free ongoing professional development opportunities and continuous access to Continuing Education Units (CEUs), featuring comprehensive training in Evidence-Based Practices, such as EMDR, DBT, and CBT.
Employee discounts for shopping, the New Britain YMCA, travel, and entertainment.
Free employee subscriptions to the calm app.
Annual Company Picnic.
CMHA-sponsored Loan Reimbursement Program and Scholarship Program.
FreeStudentLoan Wellness for eligible employees and their family members access to:
Student loan consolidation and refinancing.
Loan payoff projection dashboard.
Coaching and support via chat, email, and phone.
College cost calculator.
College financial planning.
3 NHSC‑approved sites for federal student loan repayment.
Public Service Loan Forgiveness (PSLF) Enhancement for eligible employees' access to:
Automated Public Service Loan Forgiveness (PSLF) form management for past and present employers.
Automated reminders for annual (PSLF) recertifications to help you stay on track.
Resources and ongoing communications that make PSLF understandable.
The opportunity to receive the national average of $72,000.00 in forgiveness.
Equal Opportunity Employer
Community Mental Health Affiliates is an Equal Opportunity Employer except in the case of a bona fide occupation qualification or as otherwise permitted or required by law, does not discriminate on the basis of race, color, age, disability, sex, pregnancy (including pregnancy), or related medical condition including by not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familiar status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws.
Additional Assistance
Any individual needing assistance completing an online application should contact CMHA's Human Resources Department at ******************.
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$72k-167.5k yearly 4d ago
Chief Financial Officer
Howe-Lewis International
Vice president job in Wading River, NY
ABOUT LITTLE FLOWER:
Little Flower Children and Family Services of New York (Little Flower) is a not-for-profit organization serving children, youth, families, and individuals with developmental disabilities across New York City and Long Island. Since 1929, Little Flower has been committed to improving the lives and well‑being of children, youth, families, and adults across NYC and Long Island so they can thrive.
Little Flower's staff of more than 500 builds well‑being by providing prevention services, foster care, residential treatment care, adoption services, medical and mental health services, and programs and services for individuals with developmental disabilities.
Little Flower is nationally accredited by Social Current and is a Sanctuary organization. The organization is in the second year of a three‑year strategic plan focused on growth and continued excellence in services. For more information on Little Flower's programs and services, please click here.
JOHN'S RESIDENCE FOR BOYS:
Founded in 1826 as a home for orphaned children, St. John's has evolved into a not‑for‑profit social services agency providing residential care to New York City youth involved in the child welfare and juvenile justice systems. St. John's offers holistic, trauma‑informed support to young people up to age 21. The main campus is located in Rockaway Park, Queens, and the organization is opening new programs in Brooklyn and Staten Island. Little Flower established a legal affiliation with St. John's Residence in 2019, and as part of the affiliation provides all financial management services.
FUNDING:
The consolidated organization has an annual operating budget of approximately $65 million. Little Flower had a fiscal year 2025 annual operating expense budget of approximately $48 million. St. John's Residence had a fiscal year 2025 annual operating expense budget of approximately $17 million.
THE OPPORTUNITY:
The Chief Financial Officer (CFO) will lead and direct all aspects of financial management, including budget, revenue, payroll, purchasing, accounting, forecasting, grants and contract management, and payment functions for Little Flower, and is also responsible for the financial functions of St. John's Residence for Boys. The CFO will manage relationships with bankers and other financial institutions, auditors, as well as a broad range of funding/regulatory agencies.
The CFO will be innovative, forward‑thinking, collaborative, and responsive to internal and external priorities in order to best support Little Flower programs and operations, and the overall Little Flower vision, mission, and strategic direction. The CFO will be a key part of driving the organizational culture of excellence, inclusion, and innovation, and will help to ensure a robust, sustainable future for Little Flower.
The CFO reports to the President & Chief Executive Officer, Corinne Hammons, and will lead a staff of 19 with the Controller as a direct report. The CFO, a member of the most senior leadership of the agency, will work in close partnership with the Chief Operating Officer, Executive Director of St. John's Residence, and all Senior Executive Council members.
IDEAL QUALIFICATIONS:
High level of financial skill and leadership experience, ideally in a large, diverse, complex not‑for‑profit organization.
A solid understanding of the structure and governance of not‑for‑profit organizations.
Experience with both public and private funding is critical, ideally in a human service, IDD, government, or complex healthcare setting under managed care.
Knowledge of and relationships with regulatory and funding agencies at the local, state, and national level.
Understanding of grants and contracts particular to this sector.
Excellent analytical and accounting skills.
A collaborative and flexible style, a strong commitment to customer service, and the highest commitment to professionalism and integrity.
Skills in change management and business process redesign.
Ability to serve as a trusted, strategic partner to the CEO.
Experience working with an engaged Board of Directors and Executive Committee.
A respectful and effective communicator at all levels with strong verbal and written skills.
Strategic ability required to assess and where appropriate, institute new lines of business and/or manage mergers and acquisitions.
A creative problem solver and fixer.
Knowledgeable about current practices, maximizing technology, and data‑driven decision making.
A strong manager, mentor, and developer of capacity for the team and the department.
Commitment to fostering and building a diverse team.
Able and willing to translate financial information and best practices to non‑financial staff.
Ability to work well under pressure and manage multiple tasks concurrently.
Capacity to bridge program operations and objectives with sound fiscal management.
A bachelor's degree is required; an MBA and/or CPA is strongly preferred.
The annual base salary range for the CFO is $250,000‑$275,000. Little Flower offers a comprehensive benefits package. The CFO will be able to choose whether to be based in Brooklyn or Wading River and will have a hybrid in‑person/remote schedule.
Please click here to view the complete position description.
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$250k-275k yearly 3d ago
Vice President, Assistant Treasurer
QXO
Vice president job in Greenwich, CT
Reports to: Senior VicePresident, Treasurer
Job Type: Full-Time
The Role:
QXO is seeking a VicePresident, Assistant Treasurer to play a key leadership role in managing and optimizing the company's treasury operations. This is a hands-on, player/coach position is ideal for a self-starter with strong technical expertise, strategic thinking, and proven experience in capital markets, liquidity management, and treasury systems. The ideal candidate has successfully led similar functions in the past and demonstrates both the capability and upside potential to grow within the organization. This role will oversee day-to-day treasury activities while driving strategic initiatives related to systems implementation, process improvement, and capital structure optimization.
What you'll do:
Lead and manage daily treasury operations, including cash management, liquidity forecasting, and participate in capital markets activities.
Partner with the Treasurer on strategic initiatives and financial planning related to capital structure, financing, and risk management.
Oversee implementation and optimization of the Treasury Management System (TMS), ensuring automation, accuracy, and efficiency.
Play a leading role in treasury related ERP system integration projects, including process redesign, system rollouts, and change management initiatives.
Support M&A activity, including due diligence, integration planning, and post-acquisition treasury setup.
Develop, mentor, and guide team members while maintaining a strong 'player/coach' approach.
Partner cross-functionally with Accounting, FP&A, Tax, Legal, and Corporate Development to ensure treasury alignment with company objectives.
Contribute to financial modeling related to cash flow projections, debt capacity, and capital market transactions.
Ensure compliance with internal controls and regulatory requirements governing debt agreements, cash and investments.
What you'll bring:
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
10+ years of progressive treasury or finance experience, including prior experience in a similar role at a large or complex organization.
Strong understanding of capital markets, cash flow management, and corporate finance principles.
Hands-on experience with Treasury Management Systems and ERP implementations.
Proven project management skills and ability to lead process improvement and system rollouts.
Demonstrated experience in M&A due diligence and integration is highly desirable.
Excellent communication, analytical, and leadership skills, with the ability to operate effectively at both strategic and tactical levels.
Highly motivated self-starter with the ability to manage multiple priorities in a fast-paced environment.
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.
$129k-168k yearly est. 3d ago
Strategic CFO & Controller for a Transformative Club
Metcma
Vice president job in Rye, NY
A prominent social club in Rye, NY, seeks a dynamic Chief Financial Officer/Controller to lead financial operations and reporting. This pivotal role involves direct engagement with members, transforming financial processes, and ensuring accurate, actionable insights for decision-making. The ideal candidate will have a strong background in finance, excellent leadership qualities, and a passion for the hospitality sector. This position offers a competitive salary range along with a bonus and benefits package.
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$117k-216k yearly est. 18h ago
Mergers & Acquisitions Tax Managing Director, State and Local Tax
BDO Capital Advisors, LLC
Vice president job in Stamford, CT
The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations. In this role, the Tax Managing Director, State and Local Taxation will be charged with marketing, networking and business development within their area of experience and specialization and maintaining key client relationships. Additionally, the Tax Managing Director, State and Local Taxation is a critical part of the office's / region's Tax Services leadership team, and will act as a source for guidance on complex tax questions and issues.
Job Duties:
Research
Identifies all situations when research is necessary, and conducts appropriate investigation on identified topics
Analyzes researched facts and the sources utilized
Prepares studies of tax implications and outlines alternative courses of action to clients
Partners with other Core Tax and Specialized Tax Services professionals to resolve complex and contentious matters
Tax Compliance
Ensures clients comply with applicable authorities while identifying options for minimizing the client's tax and reporting burdens
Manages engagements to ensure engagement metrics are achieved
Collaborates with Business Development team and other strategic parties to drive sales tax compliance service offerings
Tax Consulting
Handles all inquiries from federal and state agencies regarding all tax issues and questions
Drafts responses to examiner questions and challenges
Monitors implementations of work plans for tax consulting projects
Provides recommended solutions by combining tax knowledge and knowledge of business / industry
Tax Controversy
Represents clients before any tax authority on contested issues
Responds to all questions from federal or state agencies
Acts as industry expert in SALT
Identifies cross-selling opportunities with other tax specializations
Manages SALT services provided to assigned clients
Develops tools and/or improvements allowing for enhance the efficiency or services of the SALT practice
Accounting for Income Taxes - SFAS109
Prepares tax accrual workpapers
ASC740-10
Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48
Recognizes, measures and documents financial benefits to clients
Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits
Participates in relevant industry groups
Leads marketing campaigns and external SALT initiatives
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of STS SALT Senior Managers, Managers and Staff on assigned engagements, and reviews work product
Ensures STS SALT Senior Managers, Managers and Staff are trained on all relevant tax software
Evaluates the performance of STS SALT Senior Managers, Managers and Staff, and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback, and completes performance evaluations for STS SALT Senior Managers, Managers and Staff
Acts as Career Advisor to STS SALT Senior Managers, Managers and Staff, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting or other relevant field required
Master's degree in Accounting, Taxation or other relevant field preferred
Juris Doctorate preferred
Experience:
Ten (10) or more years of prior SALT experience required
Prior experience supervising tax professionals on a project or engagement basis required
Prior experience preparing and/or reviewing tax provisions high preferred
Prior experience with corporate taxation, consolidations and partnerships preferred
License/Certifications:
CPA certification or other relevant certification preferred
Software:
Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred
Exposure to and familiarity with standard tax applications and research tools preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Excellent verbal and written communication skills
Superior analytical and research skills
Solid organizational skills, especially the ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Ability to work in a deadline-driven environment and handle multiple projects simultaneously
Capable of effectively managing a team of tax professionals, and delegating work assignments, as needed
Capacity to build and maintain strong relationships with internal and client personnel
Ability to encourage team environment on engagements, and contribute to the professional development of assigned personnel
Executive presence and ability to act as primary contact on assigned engagements
Ability to successfully interact with professionals at all levels
Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
Advanced knowledge of sources of relevant information utilized in tax filings
Advanced knowledge and understanding of cause/effect for taxable conditions on clients and the potential tax issues
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $157,500 - $420,000
Maryland Range: $157,500 - $420,000
NYC/Long Island/Westchester Range: $157,500 - $420,000
Washington DC Range: $157,500 - $420,000
About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
*Benefits may be subject to eligibility requirements.
Locations 1055 Washington Blvd, Stamford, CT, 06901, US 626 Washington Pl, Pittsburgh, PA, 15219, US 1801 Market Street, Philadelphia, PA, 19103, US One Bush Street, San Francisco, CA, 94104, US 15 One International Place, Boston, MA, 02110, US
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$120k-221k yearly est. 1d ago
Vice President, National Accounts
P2P 3.2
Vice president job in Stamford, CT
Grayscale is the largest digital asset-focused investment platform in the world by AUM and offers the broadest selection of digital asset investment products in the U.S. based on number of products.
Our platform spans the full spectrum of institutional-grade solutions-from single-asset exposures to diversified and thematic strategies, with a goal of providing every investor with access to the hyper-expanding digital asset universe. Our firm offers a rare combination of decades of traditional finance work experience and digital asset leadership that brings an institutional mindset to the maturing digital asset industry. This convergence of capabilities positions us to deliver investment solutions and client experiences that are both institutionally robust and technologically advanced, which we believe offers a competitive edge that is difficult to replicate.
We're proud of our deep crypto expertise and work closely with individual and institutional investors as they explore this asset class as part of their portfolio allocation.
Position Summary
VicePresident, National Accounts will own and grow Grayscale's platform presence, home‑office influence, and strategic partnerships across key wealth management firms. Reporting to the Head of Wealth, this leader will drive top‑down sales strategy, secure research recommendations, increase share of wallet, and meaningfully expand revenue at the nation's largest advisory platforms. This is a highly strategic, relationship‑driven role that requires deep connectivity with home‑office stakeholders, exceptional cross‑functional leadership, and the ability to translate product, research, and marketing initiatives into commercial outcomes.
Responsibilities
Expand platform availability by securing product approvals, advancing due diligence, and deepening home‑office engagement to broaden Grayscale's reach across assigned firms.
Win research recommendations and model portfolio inclusion by influencing analysts, CIO teams, and discretionary PMs with coordinated positioning and data‑driven support.
Grow revenue, net flows, and advisor adoption by using account‑level intelligence to identify opportunities, prioritize actions, and execute quarterly plans tied to measurable commercial targets.
Strengthen enterprise relationships with gatekeepers, research, CIO, PM, legal, risk, and senior leadership through consistent, strategic engagement that advances platform priorities.
Execute account strategy with discipline by managing budgets with clear ROI, coordinating top‑down activation with the national and divisional sales teams, and ensuring compliance with each firm's rules of the road.
Translate home‑office needs into internal action by delivering insights to Product, Research, Marketing, and Sales that shape roadmap decisions, positioning, and sales enablement.
Prior Experience/Requirements
8-15 years in National Accounts or strategic platform management within asset management.
Proven success securing platform approvals, research coverage, and model portfolio allocations.
Deep understanding of wealth management platforms, due diligence workflows, and CIO/research processes.
Strong executive‑level relationship management skills; credibility with senior home‑office stakeholders.
Commercial mindset with track record of driving revenue and expanding enterprise relationships.
Ability to operate cross‑functionally with Product, Research, Marketing, Compliance, and Sales.
Knowledge of ETFs; interest in digital assets preferred.
FINRA Series 7 & 63 required.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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$134k-212k yearly est. 4d ago
Vice President Operations - Commercial Roofing
Roofing Talent America (RTA
Vice president job in New Haven, CT
VP of Operations - Commercial Roofing
New Haven, CT
$140k - $180k
Grab your career with both hands and make your dreams reality
What's in it for you?
Bonus
Equity scheme
Company Truck or Vehicle Allowance
Credit card
401k
Health Insurance
Company Phone and Computer
Company Story
Over 10 years, this contractor has gone from $0 and 4 staff to now generating $50m in annual sales with 80+ employees, and have opened offices in Miami, FL and Santa Monica, CA. Their vision is to create a culture of outstanding careers for their employees and world class service for their customers.
They have partnered with Private Equity and have a very ambitious 5-year plan to expand across the county and become a Top 5 Roofing Contractor. Their expansion plans are to grow 20-30% YoY.
They work on nationwide contracts with private clients and fortune 500 companies, such as Walmart and Sams Club, on projects ranging in value from $50k - $11m.
What they do
Their work is split between 70% re-roofing, 20% new construction, and 10% service and they have experience installing every type of commercial roof system; hot or cold, TPO, PVC, BUR, and also metal wall panels and facades.
What you will be doing
Report to and work closely with the President of the company
Oversee daily operations of the entire company across the US including: overseeing project management, scheduling, team building, resource allocation and procurement
Implement product management systems
Manage and monitor finances including; profitability, optimize schedule and labor, procurement, budget development
Manage progress in the field
Ensure safety and quality standards are met both in the field and office
Track operational performance, set KPI's, support training and development and work with recruitment to attract top talent
What you'll need
5+ years of operational leadership within commercial roofing
Ability to service enterprise level accounts
Experience leading multiple operational teams across office and field
Project management and CRM software experience
Able to be onsite in Connecticut and able to travel occasionally to other sites
Don't hesitate and APPLY NOW. Don't have a resume, no problem! Just contact me directly:
*******************************
Not quite right for you but know someone that would be an excellent fit? Refer a friend and if they are successfully placed, we pay you $1000!
$140k-180k yearly 3d ago
Head of Trading Operations Team (USA)
Trexquant Investment LP 4.0
Vice president job in Stamford, CT
We are seeking an experienced systematic trading professional to lead our trading team and oversee the firm's end-to-end trading operations. This individual will collaborate closely with the operations, execution, and infrastructure teams to ensure that all trading activities are executed smoothly, accurately, and efficiently.
Responsibilities
Oversee the firm's global, multi-asset trading operations-including equities, futures, corporate bonds, and other instruments-to ensure accuracy, efficiency, and reliability.
Collaborate with the execution, operations, and infrastructure teams to continuously enhance trading workflows and operational scalability.
Drive ongoing improvements by initiating and implementing new trading-related projects and managing existing initiatives to optimize performance and minimize friction across systems and processes.
Provide leadership and mentorship to the trading team, fostering a culture of excellence, accountability, and collaboration.
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
5+ years of experience in trading or managing the trading operation.
Proven leadership experience in managing a systematic trading team of quantitative members.
Exceptional quantitative, analytical, and communication skills with the ability to collaborate across functions.
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your. dependents.
Pre-tax commuter benefits.
Weekly company meals.
Trexquant is an Equal Opportunity Employer
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$85k-173k yearly est. 4d ago
Global VP, Corporate Controller & Finance Leader
Beacon Roofing Supply, Inc. 4.4
Vice president job in Greenwich, CT
A leading roofing supply company is seeking an experienced Financial Reporting and Accounting Leader to oversee corporate accounting and financial reporting. The ideal candidate will have a CPA and significant experience in M&A, along with over 12 years in accounting leadership roles. This position requires strong international accounting operations knowledge and the ability to lead cross-functional teams in a dynamic environment. The salary range is competitive, reflecting the responsibility and expertise required.
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$150k-205k yearly est. 1d ago
Senior Home Lending VP: Lead a High-Impact Mortgage Team
Jpmorgan Chase & Co 4.8
Vice president job in Tarrytown, NY
A leading financial institution in New York seeks a Lending Manager to lead retail mortgage production while adhering to regulatory requirements. This role requires a Bachelor's degree, over 5 years of experience in mortgage lending, and strong leadership capabilities. The position is focused on growing a team of Home Lending Advisors and achieving strategic business goals. Excellent communication and P&L management skills are essential for success. Opportunities for career growth are available.
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$146k-197k yearly est. 1d ago
Director, Liquidity Strategy & Forecasting
Victrays
Vice president job in Stamford, CT
A leading commercial bank in Stamford, CT is looking for a Director, Liquidity. In this role, you will develop and manage liquidity tools to enhance the bank's liquidity management framework. Candidates should have 5+ years of experience in liquidity management, excellent communication skills, and a proactive approach. Knowledge in cash flow forecasting and liquidity regulatory requirements is essential. The salary range is between $140,000 and $160,000 USD, along with incentive compensation.
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$140k-160k yearly 1d ago
Chief Operating Officer (on-site)
Northeastern Aviation Corp
Vice president job in Farmingdale, NY
About the Company:
Northeastern Aviation, a well-established and growing Long Island-based aircraft management and charter company seeks an experienced operational leader to serve as Chief Operating Officer (COO).
About the Role:
The Chief Operating Officer (COO) leads the company's operational strategies, ensuring seamless service integration, driving organizational performance, and expanding revenue streams. Reporting to the President, the COO plays a vital role in achieving the company's growth objectives and maintaining a strong industry reputation. The role requires significant experience in Part 135 from both a regulatory and business perspective, which are essential for managing charter flight operations safely and in full regulatory compliance. Only candidates with Part 135 and charter aviation experience will be considered for this role. The COO will collaborate closely with the Advisory Board to implement strategies that promote sustainable growth and operational excellence.
Major Accountabilities
Direct all operational divisions (including charter operations, maintenance, detailing, and line services) to ensure high performance and efficiency.
Ensure compliance with FAA Part 135 regulations to maintain safe, reliable charter operations.
Collaborate with the Advisory Board to develop and implement strategic business and sales plans.
Drive revenue growth by identifying new market opportunities, building client relationships, and expanding charter sales.
Manage operational expenses and resource allocation to drive profitability.
Identify and implement process improvements and technology to enhance efficiency and service.
Build strong relationships with stakeholders to provide high-quality, responsive client service.
Mentor and develop department heads and managers to foster a growth-oriented, sales-driven environment.
Serve as a key decision-maker during emergencies to ensure effective crisis resolution.
Required Qualifications:
Aviation Operations Leadership: Minimum 10+ years in aviation operations, including at least 5 years in senior leadership roles overseeing complex operational environments.
Sales and Business Development Expertise: Demonstrated success in developing and executing sales strategies, driving revenue growth, and building strong client relationships within the aviation sector.
Experience with FAA Part 135 Regulations: Extensive knowledge of Part 135 operations, ensuring full regulatory compliance and safety for charter services.
Fixed-Base Operator (FBO) Experience: Strong background in managing FBO operations, including fueling, hangaring, aircraft maintenance, and premium customer service.
Financial Management Expertise: Proven ability in budgeting, financial reporting, and implementing cost-control measures to maximize profitability.
Regulatory Knowledge: Comprehensive understanding of FAA and industry safety standards, with a commitment to compliance and operational integrity.
Leadership Skills: Track record of mentoring and developing high-performing teams, coupled with exceptional communication and decision-making abilities.
Educational Background: Bachelor's degree in aviation management, Business Administration, or a related field (master's degree preferred).
Work Location:
This position is on-site at our Farmingdale, NY location. Remote or hybrid work arrangements are not available for this role. Only candidates who are able to work full-time in Farmingdale will be considered.
Pay Range and Compensation Package:
Base Salary: $150,000 to $200,000 per year.
Total Compensation: $200,000 to $250,000 annually, including bonuses and incentives.
The salary range and/or hourly rate listed is a good faith estimate of potential base compensation for this position at the time of posting. This range is subject to change. It is uncommon for individuals to be hired at or near the top of the range, as compensation decisions are based on various factors specific to each case. These factors may include, but are not limited to, location, area of expertise, department, years of relevant experience, education, certifications, budget considerations, and internal equity.
Equal Opportunity Statement:
NEA is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
$150k-200k yearly 2d ago
Director of Revenue Cycle Management
Archway Dental Partners
Vice president job in Danbury, CT
Archway Dental Partners is a forward-thinking dental support organization (DSO) that empowers high-performing dental practices through operational support, technology, and strategic leadership. We are committed to improving patient access, care quality, and provider success through scalable, efficient, and compliant infrastructure.
Position Summary
The Director of Revenue Cycle Management (RCM) is responsible for the strategic leadership and oversight of the entire revenue cycle process across all supported practices in the Archway Dental Partners network. This role is charged with building, optimizing, and scaling an RCM infrastructure that ensures timely, accurate, and compliant revenue capture-from patient intake and insurance verification to claims processing, collections, and accounts receivable management.
The ideal candidate is a results-oriented leader with deep experience in dental or healthcare RCM, strong operational acumen, and the ability to drive continuous improvement in a growing, multi-state organization.
Key Responsibilities
Leadership & Strategy
Provide executive-level leadership over all revenue cycle functions, including eligibility verification, patient billing, claims management, collections, and payment posting.
Design and implement a scalable RCM strategy aligned with Archway's growth objectives and partnership model.
Foster a culture of accountability, transparency, and service excellence within the RCM organization. Mentor and develop team members to build a scalable leadership bench for future growth
Build, develop, and lead a high-performing RCM team (managers, billing specialists, AR follow-up teams, etc.).
Serve as a strategic advisor to executive leadership on RCM performance, risks, and opportunities.
Operational Oversight
Establish and manage RCM performance dashboards with clear accountability for key metrics (e.g., DSO < 30 days, >98% clean claims rate, >98% net collection rate,
Drive performance across key RCM metrics: Days Sales Outstanding (DSO), clean claims rate, net collection rate, denial rate, and aging AR.
Standardize workflows, SOPs, and KPI reporting across all supported practices.
Implement best-in-class billing practices and technology solutions to support efficiency and accuracy.
Oversee payer relationships and escalated claim issues, including contract compliance and reimbursement challenges.
Integration & Systems
Lead RCM onboarding and integration for new dental practices joining the Archway network.
Oversee use and optimization of dental practice management systems and ensure data integrity.
Partner with Operations, FP&A, and Finance to ensure alignment between RCM performance, revenue forecasting, and cash flow management. Collaborate with practice operations leaders to strengthen front-end revenue processes (eligibility, pre-authorizations, point-of-service collections).
Collaborate with IT, operations, and finance teams on system enhancements and automation opportunities.
Compliance & Training
Ensure compliance with HIPAA, federal/state billing regulations, and payer-specific requirements.
Maintain up-to-date knowledge of dental coding (CDT), billing standards, and regulatory changes.
Develop and execute training programs for internal RCM staff and front office teams at supported practices.
Qualifications
Bachelor's degree required; MBA, MHA, or related advanced degree strongly preferred.
Experience supporting a private-equity portfolio company or growth-stage healthcare organization preferred. Support diligence and post-close integration for acquired practices, ensuring seamless alignment to Archway's RCM standards.
8-10+ years of progressive experience in revenue cycle management, with at least 3 years in a director-level leadership role.
Prior experience in a DSO, MSO, or multi-site healthcare environment is highly preferred.
Deep knowledge of dental billing, coding, insurance policies, and payer dynamics.
Proven track record of improving financial outcomes through operational RCM improvements.
Excellent leadership, analytical, and cross-functional communication skills.
Strong experience with dental PM/EHR systems and reporting tools.
Why Archway?
Opportunity to shape the RCM infrastructure of a fast-growing, PE-backed DSO
Collaborative, mission-driven leadership team
Competitive compensation, bonus potential, and benefits package
Professional growth in a national organization scaling for the future of dentistry
$120k-222k yearly est. 4d ago
Business Unit Director Region Africa
Allergan 4.8
Vice president job in Greenlawn, NY
AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas - immunology, oncology, neuroscience, and eye care - and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit *************** Follow @abbvie on X, Facebook, Instagram, YouTube, LinkedIn and Tik Tok.
Job Description
Purpose:
Lead, coordinate and facilitate strategic development, tactical implementation and financial planning components of all Sales and Marketing related topics of the Brand Strategy and manage customer and other commercial activities including leading and coaching Sales Force to maximize brand sales and margin placing the patient at the center of any efforts and operating within AbbVie business code of conduct, policies and all applicable laws and regulations.
Qualifications
Effectively manage and execute all marketing and sales related (Eye Care - Dry Eye Disease portfolio) activities as per franchise Plan, such as development and implementation of commercial Brand strategy, tactical Brand activities execution and deliver sales performance to maximize or exceed brand sales targets.
Liaise with relevant countries leads functions to integrate local insights into brand strategy planning, strategy execution and to facilitate the development and alignment of franchise vision and strategic objectives.
Lead product launches, plan and roll out promotional activities, and coordinate the placement of POS materials and merchandising displays.
Support product market expansion through innovative commercial programs. Develops view on Brand issues and competitive positioning, customer segments and their needs, and market development
Build and maintain strong relationships with key accounts (wholesalers, retail chains, non-traditional medicine vendors, optometry traders), understanding their business drivers and aligning solutions to their needs.
Develop and execute innovative market expansion programs and digital marketing initiatives-including multi‑channel strategies, strategic partnerships (both traditional and non-traditional), and targeted campaigns to drive franchise brand objectives and maximize reach. This includes designing and implementing digital marketing tactics and multi‑stakeholder collaborations tailored to support brand growth and engagement.
Coordinate cross‑functional activities (with sales, supply chain, finance, regulatory) for seamless execution and brand alignment.
Develop tailored engagement plans, negotiate commercial terms, and secure new product listings to ensure optimal market access and in‑store excellence.
Support preparation of franchise financial planning (Financial Plan, Focus/Update, Long Range Plan).
Professionally manage and build cross functional cooperation between key stakeholders. Ensure timely and qualitative market intelligence information for brand strategy/tactical communication from Brand Teams to In‑Field Teams to optimize brand strategy and its execution.
Effectively Execute Distributor Governance Process. Ensuring engaging and managing sub‑distributors onboarding selection consistent with the Distributor Governance Framework, processes and compliance controls.
As Brand Team Leader
Through a combination of data and real‑world insights, lead strategic discussions with the cross‑functional task force Team to identify opportunities for the brand.
Lead the task force Team around a brand vision and objectives that are shared by all members.
Ensure task force Team Members contribute to the development of the Brand strategy through the Brand Planning process in line with strategy defined by Global Brand Team (where applicable) and ensure adequate involvement of multiple functions as relevant for the Brand objectives.
Continuously encourage task force Team members' collaboration and foster team spirit.
Take accountability and responsibility for Task force Team activities and processes.
Additional Information Qualifications
Bachelor's degree or equivalent.
Relevant experience with proven track record of success in marketing and sales management within FMCG /pharmaceutical/Eyecare industry in Sub‑Sahara Africa on multiple brands and within multiple team constellations.
Result‑oriented, pay attention to detail, accurate, agile and able to meet deadlines.
Ability to translate strategies into actionable and realistic marketing actions.
Solid knowledge of strategic and tactical marketing principles and techniques including digital knowledge and proven track record of strategic and operational execution.
Must possess the ability to be a fast learner, be creative, flexible with good negotiation skills and ability to effectively work in a team.
Experience in leading, motivating and co‑ordinating cross‑functional teams.
Experience in business development case formulation and product launches.
Solid working knowledge of healthcare, FMCG environment and evolving landscape with a proven sales track record of success.
Excellent written and verbal communication skills, including effective presentation skills. Ability to communicate objectives and results to a variety of audience.
Solid knowledge of finance principles and processes, analytical and decision‑making skills.
Experience in FMCG (Fast Moving Consumer Goods) and pharmacy.
Experience in Digital Marketing.
Personal Qualities
Ability to set Brand vision and strategy while maintaining balance between opportunities, resources and investments to maximize growth for a whole portfolio.
Ability to effectively translate the vision and broad strategies into concrete/actionable strategic plans and goals, followed by execution of plans.
Ability to drive for results and translate strategy into flawless execution.
Ability to negotiate with people from other functions and Affiliate Management Team to secure required resources and budget for Brand activities.
Ability to prioritize decisions and activities, and make difficult decisions to ensure efficient use of resources and address critical issues impacting the brands.
Ability to anticipate, adopt, execute and adjust where relevant.
Ability to establish clear expectations, provide timely, accurate feedback - both positive and negative - and take appropriate follow‑up action to build capability and ensure effective functioning.
Ability to encourage open exchange of ideas and knowledge.
Ability to build organization and inspire people by continuously putting things in perspective and communicating the bigger picture.
Ability to recognize, reward and promote team accomplishments.
Ability to promote collaboration and remove obstacles to teamwork across the organization.
AbbVie is an equal opportunity employer and is committed to operating with integrity, driving innovation, transforming lives and serving our community. Equal Opportunity Employer/Veterans/Disabled.
US & Puerto Rico only - to learn more, visit *************************************************************************
US & Puerto Rico applicants seeking a reasonable accommodation, click here to learn more: *************************************************************
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$138k-183k yearly est. 1d ago
Audit Senior Manager
Uhy LLP 4.7
Vice president job in Melville, NY
# **JOB SUMMARY**As an Audit Senior Manager, you will be a pivotal leader responsible for overseeing and directing the execution of audit engagements across our diverse clientele. Your extensive experience in audit and assurance, combined with exceptional leadership skills, will drive the firm's commitment to delivering top-tier client service, maintaining the highest standards of quality, and fostering the professional growth of your team.# ****Engagement Leadership* Lead and manage a team of audit professionals, including managers, seniors, and staff members, in planning, executing, and concluding audit engagements* Ensure adherence to engagement timelines, budgets, and firm standards Client Relationship Management* Cultivate and maintain strong client relationships, serving as a trusted advisor and primary point of contact for audit engagements* Provide strategic insights and recommendations to clients for enhancing financial processes, controls, and reporting Audit Planning and Strategy* Collaborate with partners and directors to develop comprehensive audit strategies and plans that align with client objectives, risks, and regulatory requirements* Oversee resource allocation, assignment of roles, and development of audit programs Audit Execution, Review and Technical Expertise:* Perform intricate audit procedures and review complex accounting and auditing matters to ensure the accuracy and integrity of financial statements and disclosures* Apply deep technical knowledge of accounting principles (GAAP), auditing standards, and regulations Team Development and Mentorship* Foster a culture of continuous learning and professional growth within the audit team* Provide guidance, mentorship, and coaching to managers, seniors, and staff members, enabling their success and development Quality Control and Assurance* Ensure that audit documentation, reports, and conclusions meet the highest standards of accuracy, completeness, and compliance with firm policies and regulatory guidelines* Implement best practices to enhance the quality and efficiency of audit engagements Business Development* Identify opportunities to expand the firm's client base and service offerings* Contribute to business development activities, including client proposals, presentations, and networking Risk Management* Assess and manage risks associated with audit engagements, including potential areas of concern, conflicts, and liability* Implement strategies to mitigate and minimize risks for the firm and clients Thought Leadership* Stay current with evolving accounting standards, industry trends, and regulatory changes* Share insights and knowledge with the audit team and contribute to the firm's thought leadership initiatives**Supervisory responsibilities*** Will supervise subordinate team members**Work environment*** Work is conducted in a professional office environment with minimal distractions**Physical demands*** Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time* Must be able to lift to 15 pounds at a time**Travel required*** Travel may be frequent and unpredictable, depending on client's needs**Required education and experience*** Bachelor's degree in accounting, finance, or a related field* 8+ years of relevant experience* 5+ years of relevant audit experience within a CPA firm, with progressive leadership responsibilities* CPA license is required; equivalent certifications are required for IT audit* Responsible for completing the minimum CPE credit requirement* Specific positions may require additional industry or specialization certifications**Preferred education and experience*** Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting**Other duties**Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $150,000 to $210,000# **WHO WE ARE**UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER****POSITIVE WORK ENVIRONMENT**Enjoy a collaborative and supportive work environment where teamwork is valued.**ATTRACTIVE COMPENSATION PACKAGES**Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.**COMPREHENSIVE BENEFIT PACKAGE**Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.# **WHO WE ARE**UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER**## POSITIVE WORK ENVIRONMENTEnjoy a collaborative and supportive work environment where teamwork is valued.## ATTRACTIVE COMPENSATION PACKAGESOur compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.## COMPREHENSIVE BENEFIT PACKAGEAccess comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
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$150k-210k yearly 3d ago
U.S. Private Bank - Private Banker - Managing Director
U.S. Bankruptcy Court-District of Ct
Vice president job in Stamford, CT
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan's U.S. Private Bank. You will be working alongside a team of talented colleagues from other markets, businesses and functions to take your career to the next level.
Job Responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
Generate business results and acquire new assets, both from existing client base and new client acquisition.
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic, goals‑based planning approach.
Strictly adhere to all risk and control policies, regulatory guidelines and security measures.
Required Qualifications, Capabilities, and Skills
Six plus years of work experience in Private Banking or Financial Services.
Bachelor's Degree required.
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
Proven sales success and strong business acumen.
Strong community presence with an established network.
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
Focuses on the client experience and works tirelessly on the client's behalf.
Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred.
Proactive, takes initiative, and uses critical thinking to solve problems.
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
About Us
J.P. Morgan Chase & Co. is an equal opportunity employer. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
Benefits
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, including comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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$120k-221k yearly est. 1d ago
VP, National Accounts - Digital Asset Platform Growth
P2P 3.2
Vice president job in Stamford, CT
A leading digital asset investment platform is seeking a VicePresident, National Accounts to enhance their presence and strategic partnerships with key wealth management firms. This position requires extensive experience in national accounts and strategic management within asset management, showcasing skills in relationship management and revenue generation. The successful candidate will drive top-down sales strategies and work cross-functionally to enhance product visibility. A commercial mindset and knowledge of ETFs are essential for this role.
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$134k-212k yearly est. 4d ago
Senior Private Banker & Wealth Advisor - Executive Director
Jpmorgan Chase & Co 4.8
Vice president job in Greenwich, CT
A leading financial institution in Greenwich, Connecticut is seeking a Private Banker to manage client relationships, advising on investments and wealth planning. The ideal candidate will have over six years of experience in financial services and possess relevant licenses. This role requires a focus on client needs and generating new business, along with collaboration with internal specialists to provide comprehensive financial solutions.
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$173k-261k yearly est. 18h ago
Senior M&A Tax Director, SALT Strategy & Growth
BDO Capital Advisors, LLC
Vice president job in Stamford, CT
A leading financial advisory firm in the United States seeks a Tax Managing Director specializing in State and Local Taxation in Stamford, CT. This role involves providing tax advice, supervising teams, and managing client relationships. Ideal candidates have extensive SALT experience and strong analytical skills. Competitive salary range is $157,500 - $420,000. Applicants should possess a relevant degree and ideally hold a CPA certification.
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How much does a vice president earn in Stratford, CT?
The average vice president in Stratford, CT earns between $118,000 and $256,000 annually. This compares to the national average vice president range of $107,000 to $235,000.
Average vice president salary in Stratford, CT
$174,000
What are the biggest employers of Vice Presidents in Stratford, CT?
The biggest employers of Vice Presidents in Stratford, CT are: